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Nonprofit Radio for July 28, 2017: 350th Nonprofit Radio

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Scott Stein, Claire Meyerhoff, Gene Takagi, Maria Semple & Amy Sample Ward: 350th Nonprofit Radio

It’s our 350th show and 7th anniversary! With co-host Claire Meyerhoff. We’ve got live music; giveaways from Pursuant & Cura Coffee; all our contributors: Gene Takagi, Maria Semple & Amy Sample Ward; new affiliate station announcements; 2010 Trivia; and a lot more!

 

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host it’s our three hundred fifty and show you heard that live music scott stein is with us and lots of other people. Thank you, scotty, you’re welcome. We’ve got two listeners of the week first. Dan kimble he’s, a product specialist at apple, owes software he’s always tweeting and retweeting aboutthe show very grateful. This week, he posted congrats to tony martignetti and his upcoming anniversary show, grateful for you’re and mr show, grateful for your promotion of non-profit work. Dan, i’m grateful to you for your support of non-profit radio. Thank you so much. Congratulations on being a listener the week on show number three hundred fifty also fund-raising fox they’re on the road right now between buffalo grove, illinois and downtown chicago. They tweeted that this will be great road trip listening to which i retorted, this is like an hour trip from buffalo grove to chicago that’s like that’s a commute? Not a not a, not a that’s, not a road trip, but okay, if you insist, maybe in chicago that’s a road trip congratulations. Fund-raising fox drive carefully even though you’re only going across the street, thanks for being with us on three fifty oh, i’m glad you’re with me. I’d be stricken with copper. Oh, poor foreign yuria! If you wet me down with the idea that you missed today’s show, it is the three hundred fifty of show seventh anniversary of non-profit radio coast clear meyerhoff is with us with me live in the studio. We’ve got that live music and more to come give aways from pursuing and cure a coffee all our contributors jane takagi, maria semple and amy sample ward, our sponsor ceos are going to be with us. I’ve got new am and fm affiliate stations to introduce we got non-profit medio math quiz and i’m already exhausted. We’re on facebook live! Check us out right now from the tony martignetti non-profit radio page facebook live! We’re also live tweeting, join us! Use the hashtag non-profit radio on tony’s take two thank you. We’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com and by we be spelling supercool spelling bee fundraisers we b e spelling dot com tomorrow half welcome back to the studio, tony. Thanks for having me. Thank you. Wonderful to be here for the three hundred and fiftieth show. Thank you. Yes, i love it. You’re the creative producer of the show. Of course. Thank you. I helped you start the show from one back when it was the tony martignetti show for two weeks back in the day two thousand ten also? Yes, of course. There’s a seventh anniversary seventeen minus ten seventh anniversary president of plant giving agency that’s me, you’ll find claire at pg agency, dot com and at claire says z what’s going on climber half what’s up in your what’s up in the pg agency. Well, we’re working on a lot of different projects. I’ve got a lot of wonderful clients and working with parkland hospital foundation in dallas. Cool, a couple of other clients in texas and a couple clients in florida and ah, united way and lots of different people. And i’m staying here in new york for a couple days of my friend bette’s house in westchester county, and i drove into the city this morning with the convertible top down and here i am, cool it’s a beautiful day for a top you drive to scott stein. Welcome back to studio. Thank you for having me. Great seeing my pleasure. Of course. Scott’s dying. The composer of our theme song. My voice is cracked theme song like i’m fourteen cheap red wine of course you’re gonna be playing cheap red wine on dh another wine related song as well you’ll find him at scott stein music dot com don’t go to scott’s stein dot com i did that that somebody it’s an australian motivations motivational speaker don’t go to stop sign dot com go to scott’s in-kind music dot com and he’s at scott’s time music also so glad you’re with us. Great beer. Cool. Cool. Uh, we got, uh we got track record on the phone. He is the ceo of pursuant to years, sponsor of non-profit radio. The renewing way with us to the end of the year. So grateful for that. So so grateful for pursuance, sponsorship and love of non-profit radio trade ryker, welcome to the show. Tony. How you doing today? It’s? Great it’s. A beautiful day for three. Fifty how are you doing in where you from? In texas. Where? You calling from? I’m in the dallas area. The big d. Okay, cool. I want to thank you. I want to thank you so much. Not only for being here today, but for pursuing sponsorship of non-profit radio. Well, tell me, first of all, congratulations. Three hundred fifty episodes. What a milestone. Unbelievable. We appreciate so much. See great work that you and the other sponsors provide the opportunity for you to do for the non-profit states your gift way. Love what you do, and they’re just proud to be a sponsor. Thanks, tony. Thank you so much, trent. Um, you you are so generous at pursuing there’s there’s. This constant resource is available. I mean, i’m talking about them every single week. It’s webinars info. Grams. Content papers? Uh, it’s it’s. Amazing how generous you are. What? What? Acquaintance with what’s coming up for pursuing the rest of this year. Well, a lot going on. Thank you for that. We really believe in giving back the non-profit states in any way. We can. We learn a lot by working with our clients were in partnership with them always. We’re always thirsty. Learn mohr and then share what we learn. Through a variety of webinars and white papers and other things that we do, no matter how large or how small you are, we’re hopeful ableto help some folks out, you know, for the second half of the year, we’ve been working hard on something that over the years we’ve learned things. One of the things that i think most important is that the smaller non-cash profits that don’t have the resources to hyre firms to help him out of that at a deep level, we’re trying to make some of those tools more accessible youand your listeners have known that we’ve been working on that for a while, wade got some exciting things on the horizon to make better sense of all that data out there that that folks have and be able to make that more actionable and getting better results without having that we’re not having to spend a lot of money, so we’re driven by by creating tools, you know, i think that that’s an opportunity out there right now, there’s more competition than ever out there for the same dollars and stay on top of mind for your constituents and being able to keep up. In that to a conversation is really important, and while there are a lot of great point tools out there would like to call them, and we encourage everybody to use things like that that are free or very inexpensive with non-profit states being able to pull that data together being ableto you have the appropriate relevant conversations to your here’s donors and your prospects and volunteers on your advocate, you are really important so that some of the stuff we’re working on cool and, you know, small and midsize non-profits that’s the audience, you know, where we’re big non-profit ideas for the other ninety five percent, and i’m always saying every week, actually, a couple times a week pursuant data driven technology enable ana, i know and that’s that’s a big no that is a challenge area for small and midsize shops. Yeah, not always accessible, i think you know the big non-profits have a lot more resources, and while we appreciate the opportunity to work with them and learn from them, i’m really driven for the drive system for the quote unquote little guy, the small, the medium sized non-profit that’s passionate about what they’re doing and that most of the time spent, you know, driving for the mission of the organization and fund-raising is an important aspect of that, but how do we make that more simple? How do we make it more accessible? How do we make it more affordable? And so i think that the market will be really excited about some of the stuff that we’ll be bringing out twenty eighteen by way of tools to apply all of that. We’re taking the concepts that you hear out there about business intelligence and artificial intelligence, predictive modeling, and we’re going to simplify that to make it as easy as the way you might use google maps and make it easy for the smaller, medium sized non-profit put it to use and to raise more money and more connected to their constituents. That’s what’s really important, excellent trench. Well, i look forward to sharing the word of all that stuff as it comes out with our with our audience with our over twelve thousand growing on die again. I know you’ve got to go and i thank you very much again for your support of non-profit radio. Thanks so much for being with us, trent. Congratulations, tony. And everybody out there keep supporting tony and the great work that he does. Keep up the good work for your non-profit have a great show, tony, and keep up. Keep it going. All right. Cool. Thank you very much, trent. So long. All right. We’re gonna go out for a first break. We got tons more coming up. Oh, my god. We’re just scratching the surface for god’s sake. Stay with us. You’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation really all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura the chronicle website philanthropy dot com fund-raising fundamentals the better way welcome back to big non-profit ideas for the other ninety five percent reminded we’re on facebook live got some folks with us shout out tio maria simple is there dave lynn, thank you so much. Uh, who else we got? Gary astro cool welcome shoutouts to facebook live! You can join us at the tony martignetti non-profit radio page were also live tweeting used the hashtag non-profit radio. Join the conversation on twitter um, we got a we got to give away let’s do a giveaway we’ve got got coffee gif ts from cura coffee and we’re giving our first pound of coffee too silver mark he’s at this is ah, his twitter idea at silver mark make-a-wish did three hundred fifty is awfully nifty returns of the day for those great things you say i mean, you know that’s, you got to give you got to give some kudos for creativity not great! Those are not great lyrics, but that’s just our okay cheats memorable! I think he may have used it may be recycled. He may have used that for another contest. I don’t know, but that silver mark, thank you so much you’re going to get a pound of coffee from cura coffee and claire, won’t you tell us about your coffee? Cure a coffee directly connects coffee lovers with farmers and families who harvest the finest organic coffee beans. With every cup of courage, you’re joined your effort to expand sustainable dental care to remote communities around the world. We are direct trade, a direct trade coffee company with direct impact brought directly to you, creating organic smiles beyond the cup. Cure coffee, dotcom. Thank you, claire. In that beautiful radio voice, she’s got that. She talked pretty talk pretty good. My abc radio cbs radio serious. You left off serial. I work too serious. Serious. Next time. Don’t be modest. I was then except when they launched on september twelfth, two thousand won cool. Oh, that xero auspicious. That you know that and i get it. You know, again shadow to cure a coffee. Coffee. The ceo is a dentist. He’s practicing dentist that’s. Why? When you get a pound of cure a coffee that’s, why they when you get a compound of your coffee, the gift goes, goes to silver. Mark will include a toothbrush and i think luke’s dental floss. But there’s aural. Care? Yes, because that’s. Why, he says. He says expanding sustainable dental care to remote communities they’re they’re giving back to the communities where the coffee beans are raised. Dental care, they’re giving money for dental care in those communities, communities and in central and south america. On he is a he’s a practicing dentist. He couldn’t be with us. I beg him to couldn’t make it he’s between patients, you know, he’s doing a root canals. You know, it’s got saliva around everything all right? Um, scotty, you cannot i want you to play first song for us. Sure. Um again, scott scott stein, now a pianist, songwriter, vocalist, composer, arranger tell us what you’re gonna play first. I’m gonna play a tune from the record that i just put out just a little bit ago the records called travelling companion and the song is called wine soaked tart we’re keeping ah, wine theme here we do. We got cheap red wine, wine soaked tart. People are going to get the wrong impression of me here, you know, but it’s ah it’s a little tune that way have this idea that as songwriters in his artist we have to be, you know, really down in the dumps to really, like, create great music, you know, you have to really be eo, suffer for your art and it’s not true. It helps it’s, not total teacher. But this is something that is not what kind of zooming out and kind of, you know, being grateful for for what you have i was i was on honeymoon with my wife when i woke up in the middle of the night with the idea for the song, okay? And scott stein, wine soaked heart off his newest album, traveling companion. Dahna i love what you give me. You lying so tired, let me ramble through the square like this september breeze is used to know, nor would you give me your line so tar, let me pull it all together. Then they pull my fuse, paul. Sametz it’s six in the morning and i can’t sleep. It was lying about a strange hotel bed. Buy-in sounds of my lover. Do not keep me waiting. Just the ryland to the rumblings bouncing around inside my head. I what would you give me your wine? So tar, let me revel, sing in the shadow of the spanish hill. You know what, give you wine so let me pull it all together. Limit my fuse part. It’s been a long time coming, but we made it here going to step out on the block, and the noise is going to get off the grid. Tune out everybody but the one i love. Let the world revolve around us like a couple of barefoot kid. Oh, yeah. Love to give me a wine. So tar buy-in let me ram on the land of the authors in the poet it’s on the scene. Lorts give you wine. So tar. Let me pull it all together to limit my bar for my future. Call it predictable. I don’t care. U b roll footage. Cue the montage here. The movie strings. You only get so many years. Be so self aware before the exterior starts to fade in. On this left are the important thing. Duitz because you want forever with a wild, wild heart. What would you give me your line? So tar? So down, breathing him. Don’t try to think so much law to give me a line. So tar, let me pull it all together. My fuse, par. Put my fears apart. Buy-in got stein one so tart thie album is traveling companion. Get the album at scott stein music dot com scottie, thank you so much. Thank you, absolutely love it, love it and there’s more to come. We got we got course, cheap red wine coming up, indulge me while i announce a couple of new affiliate stations. Would you please? All right. W p h w in harpswell, maine live listener love to you. Ah, philly. In effect, i should say affiliate affections to w p h w so glad you’re with us. They’re in the freeport brunswick area of maine, just northeast of portland. Welcome. Welcome to the affiliate community. W p h w also cabe og ki bong ninety seven point nine fm in bandon, oregon. And that is oregon, not oregon. There’s no. E at the end of oregon, oregon offgrid admonished it’s, oregon. Brandon, oregon. There are pacifica station that’s. Very cool on. They happen to be all along the pacific coast in county, oregon. Now, why’re they k bog. I found out k bog glamarys come off cranberries. Very organ is a very big cranberry producing state. Really? And this region of of oregon is bandon is the cranberry capital of oregon. Really cool. Have you been to argue? Okay, bob, i’ve been to oregon. I’ve been to portland. I’m joined a portland for the organ for the first time this october. And then i will only have two states in the us. I have not visited well, that’s very and north when you’re so young through so i need to oh, thank you. I need to get a speaking engagement in alaska and in alaska, north dakota. Okay, that should be well. North dakota is easy, one for you. North dakota sametz least visited st in united states. Listen, alaska people threat well, the glaciers that while there, while we have them, okay, that that’s very cool, you’re going tohave portland. You’re really a great food scene. Great fruiting, love, ah, really quirky place. So our new affiliate stations w p h w and k b o g. Welcome to the affiliate community affiliate affections to those listeners. I’ve got more stations coming up. We got jean takagi on the line. I know we do. Jean takagi is the principle of neo, the non-profit exempt organizations. More group he’s at g tak e ta ke yet it’s. The wildly popular non-profit lob log dot com. Hello, jean takagi. Happy anniversary, tony. Congratulations on three. Fifty. Thank you, man. That’s so cool. Thank you very much. I’m so glad you’ve been with us so so many years from the very early days you were you were one of the very first shows, like you were in, like the first, fourth or fifth show or so and, uh, contributor sense. Really geever it’s been awesome, but you have to come back and visit me here in san francisco. I know. Well, you should come. You know, you could come to new york. I did visit you once in san francisco years ago. But you could come to new york, too. That invitation is open. You could come to the beach in north carolina if you like peaches. That’s tony’s having a big, fat oregon. Maybe we can all meet there in oregon. That’s. Not too far. Yeah, but i’m thinking about a fall trip, actually out west. So i will. I will let you know. Just you know, jeanne, i i emailed this to you a lot, but i want to say it to you. You know, i’m so grateful for the time that you put in for the listeners. Of small from small and non-profit med small and midsize shops it’s a non-profit radio so grateful for the time contribution you make, you know, month after month, you red block posts about the show. When you’re gonna be on, you’re a terrific i just i’m so grateful to have you as our legal contributor. Thank you so much, james. Thank you, tony. Thank you for making all of this information from all of your great contributors available. Teo non-profit sector it’s it’s. Invaluable. Thank you. Uh, what do you got going on, gene? But you got a little little takeaway. Will tip you wanna leave? Leave us with? Sure. You know, i thought i’d talk really briefly about having a politician appear in your charity event. We recently had way did have someone forced chamber. Yeah, it got a lot of attention, so i didn’t talk about that specifically wanted to make sure everybody knew that political leaders can be invited to speak on issues of public policy and issues of importance that charity events. But you’ve got to be careful about it, so make sure you know five oh one see threes aren’t allowed to engage in election. Nearing, so provide instructions to the politicians or their staff, people about not campaign campaigning or speaking on political campaign issues. Uh, you know, at the charity event, and if they start campaigning, you might choose to interrupt politely and strategically, if possible. You know, sometimes that may not be possible if it’s the president of the united states, that might be very, very politically challenging to do that. But afterwards, don’t wait long at the end of the speech of possible make a statement about the charity being a partisans uh, organization don’t wait several days and have the statement come from the top of your leadership. So jean, what is the worst case scenario that could happen to a five a one? C three non-profit if, for instance, a candidate came and super campaigned and broke all those rules and you didn’t do anything about it, what’s what could happen? What’s the outcome right now, the rules say the remedy is taking away its five a onesie three tax exempt status so that’s the rule you know, right now in the political climate, president trump and the republican party platform say that they want to get rid of that rule, but they haven’t gotten rid of that ruled yet, so they would actually like to open up election hearing toe all five, twenty three public charities. But that hasn’t happened yet, and it may never happen. We hope that it doesn’t happen, but the rule right now don’t let it happen because you could lose your tax. Exempt that claire’s got another question for another question. Have you heard about a cherry that has lost its tax exempt status? Because of that? Yeah, it happens pretty rarely and particularly much more rarely. I haven’t heard of any since the new administration. But you would see a handful every year lose their tax exempt status for just that reason. Okay. Interesting. Cool. Very timely topic as always. Jean jean takagi, always on top of things s oh, so grateful, gene. Thank you so much. Thanks. What a pleasure. Thanks, tony. Thanks, clarence. Got have a great thank you. Thanks for your good wishes. So long, gene. We got we got alex career alt-right not not yet. Okay, we’ll get to him. Um, let’s. Um, let’s. Take our little break. Then we got we got we got a little business. Actually, but we have tons of stuff coming up. You still got the math quiz? We got more giveaways. I got morning am and fm stations. We got live listener love coming up. I gotta do the live listening. But look at this for those of us, those on facebook like this list of live listeners amazing it’s a scrolling off the printer, the live listeners we’ve got. And, of course, on the heels of that comes the affiliate affections on the podcast pleasantries, cheap red wine coming up all that first you got to give a shout to pursuant we know them. We just met the ceo but i got eggs. I got to do my promotional thing because i do want you to check them out for the free resource. Is that that trade? And i were talking about infographics, content, papers, webinars. And even even if it’s paid trainings and we have a great prize coming up great grand prize that’s all i am permitted to say at this moment about the grand prize but it’s related to this? Just check them out for resource is tons of stuff for free. They are data driven. It’s it’s. Not just a tagline for them. They help you work with data sorted out, figured out, use it, so you’re not overwhelmed. Check him out. Pursuing dot com quick resource is all the stuff is right there, and we’ll be spelling super cool spelling bee fundraisers. They make millennial money, these air, these air really cool. Claire, they it’s a night for your charity, it’s, live music, dancing, stand up comedy, and they work in fund-raising through spelling bee that’s fun, because millennials are really spelling peer-to-peer. The resident millennial. I feel like i have to confirm this, okay, when you write your lyrics, they’re spelled correctly, yes, what, nobody sigh, and nobody sees them, right. Okay, check out they have a video, they’re really cool. Video show you what a night is like for your charity, it’s, that we b e spelling dot com and then just talked to alexx career, and hopefully we’re gonna be talking to him shortly. And i gotta do tony steak to now, which is my thank you too the way it goes from the people who are just with us today live on facebook hello, thank you for that. But the listeners the over twelve thousand listeners i’m just so grateful that the audience has grown so much in seven years. Thank you, thank you for being part of non-profit radio the trend is always upwards. I’m grateful for that if you let me in your inbox every thursday through the insider alerts, which if you’re not getting them, you can get them at tony martignetti dot com. Thank you for letting me in your inbox every single week. If it’s youtube our fans, their subscribers, they’re on youtube there’s a new video every week twitter, thanks so much for following me reach meeting this show tweeting about the show just enormous, enormously grateful i just got us you know this is an anniversary time to time to say thank you, thanks so much. And speaking of the latest video aside from the three fiftieth which you don’t need now because you got to show you don’t need the previous video, you might check. Out the one that i did most recently before that it was feels good in sixty nine and that’s all i can say about that video, you just have to watch to see what the sixty nine is all about. And, of course, that’s at tony martignetti dot com feels good in sixty nine, and that is tony stick to we got maria simple online. I’ll bet we don’t have a reassembly yet. Wow. Okay, i’ll tell you what, let’s do a little math quiz clay morrow, because i’m really good at math. So exactly, um, and i’m a lawyer. So we picked a non-profit radio math quiz. So you know, we’re gonna sing a song writer writer on dh lawyer, former engineering student i story story for you to bring your slide rule uh, i can not write. Or your engineer, you may need your engineering calculator for those. Ok. Ok. So here’s here’s the math quiz? Because tony’s been doing this show for a long time now, since since twenty ten, it’s a lot of shows that he’s very prolific. We have three hundred fifty shows, so i’d like to kind of figure out some things that some numbers that we’ve accomplished over the years. So would you say how many guests average per show phone and live in studio? Yeah. Live in studio and then plus you gotta bring in the conference guests. I mean, sometimes there’s like three and four panellists. I’d say average. Okay, average, uh, one point seven three let’s. Say two. Okay, let’s round it. So three hundred eighty shows. Two guest per show we have. Who gets it first? How many is that? I hope that i hope that some hope that seven hundred, seven hundred okay, so how many steps are there to climb up the stairs from seventy second west? Seventy second street to the studio here. Oh, you could take the staircase around here. I do it all the time. How many steps? Which is saying? Oh, sam, sam sametz again. Twenty. So twenty steps, times two hundred fifty shows is that’s. Got to be that’s. Gotta be the same. Seven thousand fifty seven thousand. Scott so you did bring a slide rule? I yes. Yes. It’s right in here. All right, all right, all right. So, tony and scott, how many times during each show would you say scott’s music is played during each show. Oh, that’s a cool oh, that’s like how many times is the number one appear on a dollar bill? One, two, three for i’d say it’s probably five. I’m thinking five so what’s time to a two hundred fifty. I don’t know the seven, seventeen, fourteen hundred plus three. Fifteen degree was kottler against that’s got with all right. All right, i swear i’m not i’m not just like peeking over the over the engineering because a ringer is i didn’t know that, it’s. All right? I don’t know. Who’s going to bring her. Okay. How many times have you taken the show on the road? Oh, my gosh! Conferences. Oh, that’s. Probably like, i’m afraid that’s an easy one. Well, ten. So let’s say eleven. So what percentage i can’t even do? The percentage of eleven of the three hundred fifty shows are were shows on the road but you cut me off the delays. I get more than one interview per unconference less now last non-profit technology cover. That was twenty, thirty two interviews in one conference. So there’s thirty two right there, right in three, two and half days. I got thirty two interviews, i’d say probably come away with twenty times eleven conferences. That will be two hundred twenty interviews out of no, that can’t be right. Two hundred twenty. That sounds too high. No that’s. Not right. What am i doing wrong? It’s probably not that high it’s probably it’s. Probably been like one hundred. Oh, those air segments that you’re messing me up. Segments two segments per show. So seven hundred segments. Two hundred let’s. Say, two hundred something two hundred twenty five of those maybe have been conferences or so two hundred out of seven hundred segments. Okay, so the last questions for may out of seven years of shows, i probably come and do it live. Maybe, like, three times a year. So i’ve been here maybe twenty one times. Uh, yeah. In the early days. Yeah. You’re blowing me off in the early days? No, i invited you all time. You never came up? No, i yeah, don’t twenty more. That sounds like a lot. And you know, the last time i was here in the studio, i left tony and i saw another man who works in broadcasting. I met someone. Really? Really. Cool. Right after i left tony show. Oh, you met lester. Lester holt? Yeah, i went down to nbc and lester home. You’ve treated me a picture. You facebook me a picture of you and lester. So today stepped down, you know, the talking alternative studios where we are live on nbc, and then i guess you could go down, continue going down on the show to last. So what are you doing in new york? I said i have clients here and stuff like this came from this non-profit radio show. Oh, and cause i realized later that lester worked in radio. So radio people like even if they end up working in tv or whatever, they still really love stick todo zoho he’s. His eyes lit up when i said, ready brady was cool. Absolutely, absolutely. All right. Thank you, everyone. Thank you for the non-profit. Your math quiz created, produced. This is what she’s, the creative producer. Well, what a surprise. No surprise. Came up with this last night. Like eleven. Thirty my maria semple, decide your simple cold. And i was actually calling on her a little early because she was not at fault when i said maria symbols online, but she is now anyway. Fremery a sample. Hello there, how are you our social media contributor? Immense. I’m sorry prospect restarts contributor. I’m doing great, our prospect research contributors. You’ll find her at the prospect finder dot com and she’s at maria semple on, and she has been a long standing oh gosh, but going back also many years hyre contributor to non-profit radio. Thank you, maria, thank you so much for the time you put in a month after month for our listeners. Thanks so much for my pleasure and congratulations on three hundred fifty and looking forward to three hundred fifty more. Oh oh, my god, they’ll be seven hundred. Okay, i don’t know what i’ll be another seventy years. Oh, my god will be forty. What is that? Twenty, twenty four? Um now cool. Where you now? Where you calling from? Maria semple? I am in new jersey. You’re home in jersey, okay, cool. Very simple loves the new song you facebook live. Do you love scott’s new song? Thank you. Yes, i did. I really liked it a lot. I’m gonna have to go see where i can find it. I think he said it was scott stein music dot com. So i jot that down that’s exactly right. And get the album. Traveling companion. Yeah, she lives out facebook live. All right. Um, summary of you. You got a little tidbit for us today in respect, research land. What do you see? It’s one on there? Yeah, well, you know, i thought it was just kind of focused on teamwork a little bit because, uh, sort of staying in the spirit of, you know, your three hundred fifty shows wouldn’t have happened with without a lot of teamwork there in the studio and from your regular contributors and so forth and all the conferences you’ve attended and really focusing on how important prospect researches to the development process. But that really it’s only one component of the development process on and really try to encourage folks if if you’re wearing that, that prospect research had either as a your sole function within the organization, or maybe one of the functions that you do and your everyday job to try not to work in a vacuum and to try and get a seat at the table. If you can try and see if you will be allowed to attend those development committee meetings and so forth to really play a role in the overall development cycle so that information that you’re able to glean from important conversations can be incorporated into the work that you d’oh alright, it takes a village. It takes a village, is what you’re saying. I think it takes a community text community to raise money and number, and, well, of course, non-profit radio is a part of that, but so is prospect research. All right, the team approach i love thank you for shouting out the team. We do have a great team. We do have an excellent, cool team. I shot them out of the end of every show. Claire scott, sam. Oh, our social media, social media, of course. Social media, susan chavez, all part of the team. Yes, thank you for that. Thank you so much. Cool. Maria, i want to thank you so much again for being part of the show. Thank you very much. And again, wishing you many, many more. Thank you, maria. I gotta give shut out to people who are with us on facebook live. We got we got tons more still. Aunt mary. I know her on david insta with us. Gary astro jimbo xero welcome, jim dahna gillespie rivera ray meyer mary-jo chamberlain michelle libonati oh, my god. Old good friends. Thank you. Thanks for being with us. You could join us on facebook live at tony martignetti non-profit radio page and we’re also live tweeting and use the hashtag non-profit radio. Is that true? That’s true, isn’t it? Um, let’s. See, we got a make on line. Scott. Sam. Any buy-in the line? Okay, then, uh, let’s. Go to i got some new ah, so new affiliate stations and i’d like to welcome. We’ll continue bilich community absolutely am fm stations throughout the country. We got a new one. Que tiene que eighty eight point one fm carbondale, colorado and w c s q one o five point nine fm radio coble skill in upstate new york. I know. That you know, couples skill. Well, i went to plattsburgh state, so i know you would know. Yeah, i know. Yes. Did you know is it’s uh, you know, that’s coble skill, not kabul skill. It’s it was called didn’t know. I didn’t know that i do now, but it’s spelled like kabul, but it’s coble told only one day only one b all right, thank you very much. Like right would be no e at the end of oregon. Okay, you’re right. Couple would be all right. My gobble kabul it’s coble it’s called bilich latto global scale koegler and i’m so glad they’re with us that’s w c s q one o five point nine fm andi i know couple skills. I got a ticket there once. Yeah, it doesn’t. Eighty eight, i think route eighty eight. I don’t know. Interesting fremery take out there, but i’ve got to take a lot of other places in upstate. You got you got a tear, right? Hearing even all the good places. Saratoga, you got a parking ticket right here on seventy second street after one show. That’s a parking ticket that was parking moving violations, or you’re in the big time. Yeah, i did get one. You’re you’re coping skill. I’m pretty sure it was on eighty eight. You gotta hire a lawyer when you get a speeding ticket. That’s the best thing to do. I had to do that once, actually in virginia? Yep. Virginia. You know what? Because anything over eighty, of course, that was not me. I saw it on a sign. But if you happen to be one who was pulled over for dui strike more than eighty is reckless driving. I’ve been there. You get you get a misdemeanor. You know, mr metoo convey. Imagine if you sign the back of that ticket. Mr metoo conviction in virginia for doing over more than twenty miles per hour over the speed limit or over eighty miles per hour. But you could. So i’ve heard you can hire an attorney. You know, they send you letters and for a very reasonable about they’ll take care of it. And the lawyer that took care of mine, i chose his letter out of about twenty letters because his name was will robinson. Oh, cool. Thank will robinson. I didn’t get that was virginia. That was virginia. Virginia. I didn’t get here because i would have picked him through. Thank you. Will robinson? Yes. Be careful in virginia on ninety five. I’ve heard it could be bad. So, yes, eso brand new stations now in main oregon, colorado in new york. So lots of new affiliate affections going out when? When we get to that. So so many affiliates do we have a terrestrial radio? Couple dozen. I really don’t know the exact number. Look where they ended up partying more than twenty. Woman. Twenty. So a score score was more than a score. We gotta score. Plus more than stone. Just don’t get that matthew’s teo what’s that teo give our leaders. Tio penn was that old word for a for a ten cent piece. Whatever a dime in the tie. I can’t remember to bits. We got to bet your two bits worth of that isn’t isn’t cubine oh, is it that those dying what’s two bits i don’t want it was a dime. Now two bits a quarter. We’re almost a two bit we could were around to putting wimpy say, it’s worth burglar hamburger um okay, let’s. See, uh, i want to i want to. Do some more music. Yeah, i’m ready for more music. Scotty stein. Oh, it’s, time for the time, for the theme of non-profit latto now, this is this is legit. I never stole this music from scott start. We have, we have no way of really license, license and he’s been with the show ever since. It’s a couple of years now, you know, i didn’t go back and look at when the licensing agreement started, but if you have been a few years, yeah, cheap red wine, this is scott’s dying cheaper what what’s the album, the cheaper ones snusz from a two thousand nine record, i did called jukebox and get their jukebox. I’ve seen him live ilsen him in and bars clubs. I’ve seen him do cheap red wine a few times. Scott stein, the theme song for non-profit radio, cheap red wine, all right. To be, they just keep on talking sooner. Later, i figure around just so what you mean. You see, in romantic advice from a village, i’m looking for answers upon a tv screen. Buy-in wait can agree on nothing. We can’t tell our ups from our downs. We’re disappointed in each other. Nothing baby. And i love that we have found. You know, you used to find me charming, but i can’t figure out how. And you said you thought it was handsome. But doesn’t matter now. So keep falling. Five foot sounds as long as your time. Well, because i haven’t got any promises about a cheap one and down. You know, some girls live in diamonds. And they won’t talk to the cut of clothing that i wear. Well, i’m reporting for the good stuff, and you’re too easily distracted to care, relying got too many options, and so i’m gonna do the best that i can, but you have some competition one day when i’m a wealthy man said, you know, you used to find a job, but i can’t figure out how you see your toes, and it doesn’t matter now. So came falling from my post as loans. Your time will allow, because i’ve got a runny promises by achi, brenna wine and wait let’s, raise the glasses. You drink the better days. The other people’s kids are. They don’t like the things we say, and i’m thinking, because of everything that i want flash nothing. Three signs his work permit for each other, as long as with you, nobody else in my nobody’s way. What? You know, you used to find the jumping, but i can’t figure out how and you see, your father was handsome. Never mind it. Don’t matter now, so get for from a punch on monday, tom. Allow about her any promises, a cheaper one. Teo. Yeah, man, that song is under my skin. I can’t help it. I just love i just love cheap red wine from the first moment i heard i knew it had to be the thing that theme song thank you so much. Thank you for your, you know, for communion to have me on and getting congratulations every fifty and, uh, you know, supporting local independent music. Absolutely. Absolutely love it. Thank you. I’m glad you’re part of the show chanpreet out every time. Every time we got we got alex career alex were called and he’s the ceo of we’d be spelling you hear me? Talk about it every single every single week. Super cool spelling bee fundraisers we be spelling dot com. Hey, alex. Career. Hey, what’s up. Tony, how you doing? I’m doing great. How are you? I’m doing fantastic. Thanks so much for having me on for the three hundred and fifty of the exciting stuff. Absolutely. I just wanted to hear you tell people. You know, in your own words what we be spelling is all about, and i’m grateful that you’re part of the show week after week after week. So, you know, give us give us the short version. What? What? What tell me about we’d be spelling absolutely. So we’d be selling the lifetime of game show. We have a live band with comedian judges. What we do is we take this wacky event repair with non-profit and we use it a za fundraiser. So we start peer-to-peer campaigns with all of the spellers. They raised a bunch of money like marathon runners in the lead up to the event. And we come together. We have ah, party of an event that it’s spelling bee only in name, but feels a lot more like comedy. Game show. Yes, cool! I love that it’s all it’s, all entertainment i’m you know i’m always saying, is that it’s not your seventh grade fundez not your seventh grade spelling bee, not you. It is not your grandmother’s, not your grandmother spelling that. What do you got coming up? Anything exciting? Going share? Yeah, so we’ve been really busy this year. We’ve been doing about two to three events a month from the top of the year axel next big event is august twenty third in brooklyn were going to be part of the brooklyn comedy. Festival so that’s a really fun event we’re partnering with. They tell you to raise the money at a big event with a whole bunch of comedians participating in fellers that august twenty third at union pool in williamsburg, brooklyn. Excellent. Excellent. Yes, and it’s a night for your charity, it’s ah, it’s fund-raising for your charity individually. S o you know, check out the video. We be e spelling dot com and then just talked to alexx. I mean, you could see what a what a what a cool guy is, right? I mean, it’s, no trouble. No trouble. All right. Appreciate it, alex. My pleasure. Thank you for calling in. Thanks so much for being part of the show. For your sponsorship. Of course. In two to three hundred fifty and three hundred fifty more shows. Thanks so much. Thanks so much. Let’s. Go teeny sample war. Who? Thank you. Thank you. Alex let’s, go to any sample ward. I know she’s on. Hello, amy. Sample ward. How are you? Hello. I’m doing well. Congrats on three. Fifty. Thank you. Aimee semple ward, our social media contributor. Ceo of intend the non-profit technology network. She’s at amy rs. Ward the ours for rene. Um and thank you so much. Thank you. Thank you. Yeah, i can’t believe that. I mean, i remember five years ago getting to be on the show. Can you believe that it’s been five years? I know you were on your guest on the one hundredth. You’re a guest on the one hundred, and then i just fell in love with the whole idea of prospect of sorry mixing him up social media and being on the show every single month. And, uh, yeah, two hundred fifty shows ago. It’s. Amazing. I know. Five years. Absolutely. So. So, you know, there are there were tools that didn’t exist five years ago that now we get to talk about on the show. Indeed, there were indeed there were so glad so. And let me say to you, i am grateful for the time that you put in every month to educate non-profit radio listeners in small and midsize non-profits thank you so much. Amy really means a lot to me. Thank oh, my god. It’s. My pleasure to get to share. Cool. Thanks. You give us. We just got a minute or so. Give us something you’d like to share. Well, one thing that i was thinking about that i will not put any any political commentary around, but i was reflecting earlier this morning about being on the show, talking about social media five years ago. And would we have ever thought five years ago that we would have politicians using the same tools that organizations are using right, like, five years ago, it was such a difference reality when it came to that, and now it’s normal, that articles would be quoting a tweet or a facebook post or facebook live stream, you know, from from d c i think it’s really interesting what that will mean going forward? Yeah, i think five years ago, politicians were just kind of figuring out whether twitter is something they should put their name on, is it? Is it safe for me to be associated with this platform now? It’s zits fundamental and you’re way behind if you’re not, you know? Yeah, i mean, we have, you know, elected officials using facebook live stream when there, you know, doing presentations on the floor, how does that change their relationship to their constituents? I think i think it would mean a lot. Get shifted pretty quickly. Okay, cool. Wait, what did you have something you want to know? We got it. Okay, we gotta let me go and we’re happy. Three. Thank you, thank you so much. Thanks for being part of the show. Amy. Of course. Thanks, amy, and we got to go to a break. When we come back, we’ve got got more giveaways. We got live. Listen, love podcast, pleasant she’s, an affiliate, affections. You gotta hang around, stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked neo-sage levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. Lively conversation. Top trans sounded life that’s, tony martignetti non-profit radio. And i am his niece, carmela. And i am his nephew, gino. Ah! My niece’s name is carmela. Come on, that was carmela and gino metal, niece and nephew there. Now they’re not yet there. Now thirteen and eleven, they’re italian. Let’s, give something right there. A little talent, let’s. Give something away. I got some more cure a coffee. Um and this time it’s going to seth perlman. Ah he’s at s j perlman p r l m a n and he tweeted better, brighter, bolder broadcasts for those who give back yeah, you know that’s an attorney that’s, that’s that’s about what you’re gonna get. You know, i know it’s great just writing for a living. No such problem not very good and i’m grateful for him tweeting out and using the hashtag non-profit radio three fifty for today’s show. So we’re sending him a pound of bolder kira coffee for seth perlman. Claire cura coffee directly connects coffee lovers with farmers and families who harvest the finest organic coffee dean’s. With every cup of cure, you join our effort to expand sustainable dental care to remote communities around the world. We are a direct trade coffee company with direct impact brought directly to you, creating organics miles beyond the cup. Cura coffee dot com your coffee dot com love them. Thank you so much, cura, for sponsoring those two giveaways and we got a grand prize to give. Away the grand prize is going to cheapen cole she’s at non-profit chapin and she tweeted for today’s show congrats to tony martignetti on celebrating non-profit radio three fifty seven years of enriching inspiring content on an amazing podcast exclamation mark thank you! Thank you so much. We got the grand prize for you and that is a seven part webinar training siri’s sponsored by pursuant are our sponsor. I hope they’re not at their sponsoring. Too many eyes not distribute the sponsorship dollars too broadly. I mean, don’t forget non-profit radio for god’s sake. Claire, what about that? What about that seven port? Serious? Well pursue it is proud to sponsor a seven part webinar siri’s with some of the world’s top fund-raising experts, including gael perry from fired-up fund-raising the donor relations guru lynn wes for simon scribe er from change fund-raising leah eustis s f r ee and founder of blue canoe see change strategies founder mark rovner and a rachel muir c f r ee what’s that stand for cfr certified fund-raising executive and then there is also a c f r ee what’s that advanced certified fund-raising and then there’s and then there’s double advance. D a c f r double advanced, which and then it has an asterisk at the end too. And then you drop a footnote at the bottom of the page and it says that you’re super sort of fundchat yes, so go for the cfr, which i just made up. In fact, it looks like dale perry. Looks like cal perry just joined us on now. Hey, just join us on facebook. Hello, gail pantry. So joined lisa martin game and joined hello, lisa. Jeff lane joined wow, let’s vote for lots of friends from and vot nor the value altum pan high school. Thank you so much, jeff. Lisa um, panda reso mary-jo chamberlain didn’t realize this show had so much math. Now, this is a special because it’s got a three, five zero in the title. So not to worry come back and not a lot. Nothing so much math every time greg rajic am i going to saying no, no, i was left thinking you did mind you don’t mind my lip sync when you were singing it all now and listen if you want to sing harmony like you know what does that mean? I have jack in jail, jack in jail, not proper radio jock in jail, i don’t know. Not sure harmony is normally the lyrics is that what the lyrics is now it’s like when you sing, when people sing together, one sings like the team, the melody and the harmonies, like another part, like the background, or sometimes what’s the lyrics what’s that what’s that i hear the words that’s, the word zoho fancy way to say it works the melodies, the tune this is why i have drug in jail. Um, i like to write the words first and then i do the lyrics after let’s do live listen alone using one minute. So what? The end of the show home? My god, no, no, alright, live! Listen love, i can’t do i can’t doing languages look at this live love! I’ve got to get out besides everybody on facebook, shalem, malaysia, seoul, south korea padano dune yano, italy thanks for being with us. Italy, brazil, austria, germany non-cash yang, china let’s bring it into the u s new york, new york multiple in new york city, potomac. Marilyn brooklyn, new york. Stuart scott stein, who hails from oakland. California. Madison, wisconsin south orange, new jersey. Swan’s bar in north carolina, whoa! Swan’s morrow, mendham north, new jersey, woodbridge, new jersey. New winds or new york. Tampa, florida st louis, missouri hyre hobson, houston, texas live listener love i got into the ophelia affection before you cut me off. Sam, i am and fm stations throughout the country. So glad you’re with us. It’s the affiliate affections. Thank you for being part of the show and the podcast pleasantries. I’ve got to go out to the over twelve thousand podcast listeners. I am grateful you are with us. Sam is cutting me off. I wish i could be more effusive. We got to go. Duitz snusz stein. Claire meyerhoff. Thank you so much for being with you. Thank you. Thank you. Being with me for three. Fifty next week. Personalized philanthropy. Steve myers wants your fund-raising to be seriously, really donor-centric he’s with me for the hour. If you missed any part of today’s show where i beseech you, as i do every week find it on tony martignetti dot com. We’re sponsored by pursuant online tools for small and midsize non-profits data driven and technology enabled and by we be spelling supercool spelling. The fundraisers we b e spelling dotcom are creative producers. Claire meyerhoff sam league rules is the line producer shows social media’s by susan chavez. Our music is by scott stein of brooklyn. You with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook, facebook but andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff to sort of dane. Toe add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were and and no two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It zoho, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to hell you put money in a situation and invested and expected to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for July 21, 2017: Look Good To Creditors & What Boards Get Wrong

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Paula Park: Look Good To Creditors

Loan? Credit line? Bond issue? Paula Park reveals how to impress creditors when you’re knocking on their door for money. She’s senior vice president at BankUnited.

 

 

 

Gene Takagi: What Boards Get Wrong

Gene Takagi

You may have heard rumors that your board isn’t perfect. We’ll run through the most glaring offenses you need to look out for. Gene Takagi is our legal contributor and principal of NEO, the Nonprofit & Exempt Organizations law group.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent get excited for next week it’s our three hundred fiftieth show seventh anniversary i’ll say more in a few minutes and i’m glad you’re with me. I’d be thrown into psych ataxia if i tried to focusing on the idea that you missed today’s show look good to creditors loan credit line bond issue pull a park reveals how to impress creditors lenders when you’re knocking on their door for money, she’s senior vice president at bank united and what boards get wrong? You may have heard rumors that you’re bored isn’t perfect. We’ll run through the most glaring offenses you need to look for. Jean takagi is our legal contributor and principle of neo the non-profit and exempt organizations law group i’m tony take two, sixty nine and three fifty, but not four hundred nineteen. Responsive by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com and by we be spelling super cool spelling bee fundraisers we b e spelling dot com my pleasure to welcome first time guests to the show pullup park she’s. Senior vice president responsible for new business development in the non-profit hyre ed and healthcare sectors at bank united’s commercial banking she’s, a banking industry probono over twenty five years of experience focusing most of her career on the banking needs of tax exempt organizations before bank united, she was with wells fargo bank. You can email paula she’s offering her email. People are at bank united that dot com welcome polish pork high thank you. I’m very excited to be on the three hundred and forty nine forty nine that’s. Amazing, thank you very much. It’s almost set seven years called seven wow, seven years what’s one week between friends, right, seven years. Thank you very much. Um, yeah, i don’t know if i’ve had, uh i don’t know if we’ve had a bank around before. I think you might be our first banker. We’ve talked about financial things, but we’ve had, uh, more investment advisors you’ve had, you know, invite investors. We certainly had accountants on you. Might be the first banker zoho that’s. Exciting. Three forty nine. Right? Right. That’s like a low percentage. I feel i’m in the one percent you’re in the europe urine the point o o one. Yes. Okay, so we want to look good for creditors. White let’s. Just make something explicit. Just in case there are maybe or eggs that i haven’t thought about this. Why is it advantageous for them to borrow money? Well, you know, there’s. A lot of reasons for borrowing money. And first, i’d like to say that these air my opinions and up the opinions of my bank. Okay. Okay. Disclaimer. Thank you. So, you know, it helps you expand the reach of your own money. So not every organization can afford to do everything they need to do today. But, you know, do you have a long term risk repayment show source for a short term needs that’s a great reason to borrow. So you want an asset that will last you for the rest of your life. But you don’t have all the money today, okay? Like real estate. Like real estate. But you have the cash flow to support that. Maybe you want to think about borrowing, maybe it’s a great alternative to renting. Ah, and also non-profits use it to help them with their seasonality of their cash flows. Okay, that would be a credit line. Yes, and cried. Um, one of the purposes. Do you see clients coming to you for borrowing? Yeah. I mean, it’s, mostly capital and cash flow. Sometimes we bridge capitol campaigns. So again, back to this that, you know, you have pledges, but they’re going to come in over ten years. But you could buy that asset today if somebody will finance those pledges. Okay, so if there’s the right kind of documentation against those pledges, right? Like, if they’re biting their legally binding, right? I guess that would be part of your due diligence, and they allow lending. You have to let them, you know, they have to say in them that you could borrow against. Okay. All right. We’ll get to the details. All right. Cool. So so you have this future basically receivables? Yes. And you could borrow against them. And under the right terms? Yes. Okay. All right. All right. So it’s, mostly for assets and credit lines. Cash flow is mostly assets and cash flow. Okay, cool. Well, sam, just hand me the list of live listeners were bursting with live listeners who want to hear about looking good to creditors. Okay, we’ll get to the live. Listen, love that comes later. Okay. Okay. So, what should we think about before we approach a creditor lender and start an application or even to start inquiry? What do we need to have in line first? Yeah. I mean, i think you want to get your story together. You want to understand yourself and why you’re approaching them what you’re asking them for, you know, is there collateral? Can you offer collateral? You want to understand your own finances, and you have to be able to explain them to a bank in a way that they can understand wth? Um, okay, so we can’t just voice the whole bunch of documents on you and let you sort through it. Yeah, i know that’s an awful approach that does happen. And that tends to be the last thing you pick up. Don’t do this. Don’t do this. Don’t you throw a whole bunch of random things, really? Organize it. Think about your approach. Think about what you want to tell folks about yourself. Um, if you have a compelling story about yourself, tell it. And you have to be able to tell the story. Behind your numbers, because if you can’t tell it, nobody else can understand, okay, so you’re going to ask is this is this now is this? We’re like an initial phone call just like inquiry call i call up and say, you know, we’re thinking we have a cash flow issues, you know, we’re thinking of fifty thousand dollars credit line would be valuable for us, right? I could that would help us make payroll when you know things like that make our rent payments, et cetera, eyes this in an initial call, or do i need to have these things in line before i even call you and say, i’m thinking about doing this? Are you able to help? Yeah, i mean, i love asking questions, so don’t expect that the person on the other end of the line isn’t gonna have a ton of questions there are even in the usual cold, even in the initial call try to feel it out and see if it’s something you’re interested in or not, um and get an idea of what they’re looking for. Why, you know how they’re going to pay you back? That would be part of the initial conversation, because if it’s something you know you can’t help somebody with you don’t want to spend too much time on your trying to feel it our right. You’re beginning contrary, maybe the popular opinion. You’re not just throwing money at every organization that comes because you because it helps you make money, right know now you know. Okay. There’s due diligence. There’s a lot. I do know. How are you going to repay? All right. So how are we going to repay? I mean, if we need to borrow, how do we repay? Well, so, you know, there’s there’s. A couple of different ah, ways to do that. One is, obviously you have excess cash flow every year. So on a long term repayment, you know that extra hundred thousand dollars you have every year goes to pay the term long town. Okay. Okay. With, you know, with the capital campaign, you play it down, you pay it down, it’s the pledges come in and for lines it’s around your seasonality. So you know your your contract started. You perform the service now, it’s. Three months later. And you’re starting to get paid lines when i was in. College lines meant something different. I am not referring to the white lines now. No white lies a credit line. He’s a credit local. Just making sure. Yes, so would credit lines it’s based on your seasonality. So wants your money starts coming in from your government sources. You should be able to pay those back down, okay? Or maybe your donors, donors or your biggest and, you know, whatever that is. It’s it’s lines are meant to be drawn down and repaid and drawn down and repaid over the course of the year, and most of them have a thirty day cleanup. So you’re not supposed to use them for thirty consecutive days. Oh, meaning thirty days you’re supposed to be paid off within thirty days within it. Within thirty days of every year consecutively you have to pay a line of credit town. Oh, really? Yeah. Oh, keep about my organization. Can’t keep a balance. No, the idea is to show us that we’re not your permanent working capital, that we’re just a temporary solution. Otherwise, that usually shows evidence of a larger problem. Yeah, because i say all right, right. If there’s always a balance, then the credit line isn’t the right vehicle for you, right? There’s always a balance because, yeah, you have a systemic issue usually. Ok, which is you’re you’re going to try to get at before issuing the line, right? I try to figure that out. First poker. Sometimes things aren’t as visible. Okay, we’re gonna talk about that. We’ll get more detail. Right? So we got we got to go away for our first break for a couple minutes, and then we come back. Of course, paul and i’m gonna keep talking about looking good to creditors. Stay with us. You’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website. Philanthropy. Dot com fund-raising fundamentals the better way. Welcome back to big non-profit ideas for the other ninety five percent. Uh, paula okay, um, so now we’ve progressed past. We’ve gotten past our initial inquiry call, okay? And we’re still viable. Yes, we haven’t. Slobbered we understand our financials. Oh, how would you want to see you? So when you say understand your financials on what you’re looking for, what kind of explanation? I mean, you know, numbers tell a story and what we want to hear the story behind the story. So we want to understand, you know, what you’re doing out there, you know, how you’re helping people, but also how your funding helping people, what your cash flow cycles like, you know, why you’re goingto borrow you know, you’re you’re building a new homeless shelter? Why do you need it for how many people are going to stay in there? How do you how are you going to pay it back? You know, um, you know, how do you budget? How do you work towards your budget? I the one of the my pet peeves is when somebody tells me they don’t track their budget, that scares me. Oh, that’s, terrible ally, i admit that. To a potential lender. Yeah, i’ve had that several time. We don’t track our budget. We don’t track to our budget and money. And yeah, we don’t do internal financial statements. We don’t track to our budget, right? That’s about that’s a bad sign? Yeah. That’s a that’s, a big red flag right there. It’s like, how do you know what you’re doing if you don’t keep track, right? Yeah. How do you know? How do we know we’re going to get paid back-up wi calendar if if you’re not if you’re operating from a budget. So at the end of the year, you figure out if you made it or not. Yeah, december thirty first. Yeah. Scary. Scary. It’s bad. We shouldn’t be operating that way, but that’s systemic. I mean, that there’s a there’s. A problem with board oversight there? Yes. What is not executing its fiduciary duty? Okay, i don’t know if jean takagi is listening, but he and i are gonna talk about some of the things boards get wrong. That’s one of them? Yeah. Okay, now. All right. So next step durney. What is the next? How would you define the next? So so what? I usually do is i gather financial data. So i asked for three years of audited financial state man’s your current year today how you’re tracking to your budget, you know, some sort of a numeric picture of how you’re going to pay me back. You know, what’s the funds flow if it’s aline what? Your cash flow cycle looks like that’s. Another red flag when somebody says, i don’t know what my cash flow cycle looks like. Um, you know, what’s your plan to pay me back to cash flow cycle well, that’s, your receivable cycle. So most organizations, especially government funded, have a very typical we know. Yes. Okay. All right. So we know, on the end of the quarter, we were very rich, and then we draw it down from the end of the quarter. Because our government pays us, the state sends me. It sends us to check every quarter, and that sustains us for the three months and right. And then we have other revenue sources, like events. And then we have individual donors account for right. Thirty percent of our revenue like that. I mean, right, right. Yeah, yeah, yeah. That’s it and you. Show me your cycle s i collectibe bunch of financial dad and then what i like to do is come visit, meet in person, see what you look like, see where you work here, what you sound like in person and, you know, asking a lot of questions and again have you tell me your story? How can we impress you now now you’re we’ve given the documents now coming on site, right? Right? How can we impress you so that you will give us the loan? Whatever it is that we’re that we’re looking for? Yeah, i mean, first of all, i always bring somebody with me and they’re usually the credit person, one of the credit people, so if you don’t impress them, does that mean they’re the ones who make the decision date? They either make the decision or influence the decision, okay? And you know, if they’re not impressed, that’s it but the end of the line and how to impress them. So you know again, you tell us your financial story. You tell us how you’re going to pay us back. You tell us about what you dio and how you do it. If you have a great program that you can show us that that’s going to really impress us. That always helps a lot. Ok, so show off our facility. Oh, yeah. Even if it’s not directly related to our loan. Yes, absolutely. Okay, you know, bring important people. Bring the cfo. Bring the executive director. Boardmember bring aboard matter-ness boardmember i love when they bring boardmember bring a boardmember show how committed everybody is, you know, talk about why they’re there and how much they love it. And, you know, it’s and the personal impression means a lot. You know, if you leave a meeting and you don’t trust the people you spoke with, they don’t sound articulate. They were confusing. You know, the chances of getting the loan get lower and lower. What about its summertime? Okay, if i show up at this meeting shorts and flip flops. Yeah, shorts and flip flops are a very bad idea. I’ve had it happen. Birkenstocks, you name it. Cut off jean shorts. You know the bank for god’s? Yeah. Think about your audience. You know, even if you have casual fridays, you should probably hold off on showing me your casual fridays until i know you better invite you for monday through thursday. Yeah. Invite me monday through thursday if you don’t want unless we’re doing a barbecue sacrifice your casual friday. Yeah, yeah, but don’t turn up in your casual friday close. I want to bring my credit people it doesn’t mean they’re in suits and dresses. Yeah, we just sweat it out and suits and you’re in your flip flops. They feel insulted. Okay, what else? Anything else? Tip of ways we can impress you. Tips inside of these the pro tips. I mean, you know, the pro tips. I guess one of the things we talked about was pricing hot off the show. But pricing bad banks, you know, come up with a score card on you. They basically take all your data and important into a financial model. And we come up with a risk rating for you and it’s. A number, man. Every bank has a different range, but the idea is the same. And and the number we come up with for you goes into usually some sort of a pricing model. And based on the number your price changes like there’s no, your interest rate. You interest rate, right. So the mohr um risk-alternatives and some of that’s quantitative. So you can’t really change that, it’s. Just a number driven there’s a portion that’s, qualitative and that’s. Where impression and how you sounded in how your story sounded. That all goes into the quantitative piece. Quality. Yes, qualitative piela that that moves your number around. What would you say that proportion is quantitative qualitative in deciding this risk rating? I mean, quantitative hyre okay, but sixty, forty years? Seventy, thirty, thirty percent. I can influence about a third that’s. A lot of my rate by putting on a good show having good present that making a good presentation, right? Right. I mean, there’s, nothing you khun dio, if your numbers are never going to work, there’s nothing you can do to change that. Okay, but if your numbers do work there’s a lot you could do to move, move it around and and put yourself in a different place. Okay, so, you know, i think that’s an important thing to consider is is what impression you’re leaving people with, you know, think about before you have before you call before you meet. What impression am i? Trying to give you what are some of the numbers that go into the these these? Yeah, that go into the risk lady. Yeah, s so what we do is we take your you typically it’s three years. We take your last three years of audits, and we lined them up against each other so we can look at trends. And we re like ratio analysis. We like, first of all, we do a percentage for everything. So revenues is, you know, made up of seventy percent this and ten percent bad expenses. We break every line item into a number and a percent. And then we blind him up so we can say things like, why did your program express spence? Increase relative to your revenue? Why was it twelve percent last year and this year, it’s? Thirty ah, wei take numbers and we pour them into a whole bunch of ratio analysis. Leverage is an important one. It’s basically debt to net assets. All right, we’re getting into jargon jail territory now? Yeah, you just defined leverage. That’s. Good it’s. A ratio of debt to net asset that to net assets. We look at liquidity numbers, which can be all different. It could be a gross numbers. Something like cash and i’m restricted investment. You can be a ratio like sabat current assets minus current liabilities. That could be current assets divided by current liabilities. So there’s a whole bunch of different numbers to look at. And then they think the most important one is debt service coverage ratio here in jargon. Jill. Yeah. Yeah, i know, but i can tell you thie d s c r the common. No. Yeah, yeah, yeah. It’s, it’s, your operating access plus interest appreciation operating access that we have to find that. Alright. Wait. All right. So let’s, just leave it with dug a hole here. Alright, jargon, but you get me out. Get me out of this hole. I mean, this dark hole, all right, basically shows us how you can pay us back that we have the capacity to pay you back. Yeah, it has to be better than one. If you want more detail in that email. Female polar at people back tonight at dot com. Okay, i got out of that slow. Okay. So, what’s all right, so you’re going toe. You’re doing deep evaluation. This is your your due diligence, right? God, quantitative and qualitative. What are some red flags? That that, yeah, what is a red flag? Yeah. I mean, you know, you’re looking for big, big red flags are ah, negative net assets. So negative equity negative equity means you you own less than you owe you. Owe more than you. Everything, including our copier are if we owned property, whatever all our assets yet or less than our liability. Yeah. That’s, that’s a big no, no, but, you know, this debt service number we’re talking about is below weinger okay, skip over that. Okay? You’re okay, you’re below one the one that’s bad that’s bad. You’re operating continually at a loss like year after year after year after year here on it’s getting worse, okay, you know, so the trends are getting worse. You know that? The number that you’re looking at two pay your backs getting smaller and smaller and smaller. Right? So your risk the risk of this money that you’re going to be lending is rising and rising, right? What? It may just be so high that when that we can’t even help you. Right? Right. All right, red flags. Any other red flags? Birkenstocks, you’ve got a deal. Killer it’s not a deal killer. I’ve done, i’ve done deals for cookie people and strange outfits, but but there, but they paid more. They might have paid for that race probably were hyre yes, stocks, birkenstocks will cost you, you know? I mean, they’re they’re lovely, but not not, not when you’re meeting the credit people, right? And if you go out to meet with people and for burke, they don’t understand what they’re talking about and they can’t tell you why they’re expenses. Air hyre this year, and they don’t manage to a budget and you walk in and the ceiling’s falling down, you’re like, i don’t know if i want to do that. What if we’re lending for renovations because our ceiling is falling down? Well, that would be we’re borrowing. That would be a different story. But if this is like your not that, you know, your i’m in for working capital and you know, the book just fell on my head. I’m a little worried, okay? Yeah, but you have deeper issues beyond. Yeah, there’s more keeping your program’s going in. Your staff paid yes within which these programs and staff are residing is not stable, right? Your buildings falling apart. Yeah, this is fun. And you? Oh, well, let’s, get back to some of the fiduciary duties that the board should be overseeing. What if there’s excessive compensation, right? I mean, you know, there’s not a hard and fast rule for executive compensation. But i do think that if you see stuff that’s really out of the norm, it does raise a big red flag. And one time, for example, i was looking at the nine. Ninety of social service that their financial statement there ought. It looked a little odd, so i went to the nine. Ninety to see if i could dig a little deeper because there’s. A lot of information in there. And i found out thea president, ceo and cfo. Were husband, wife and son. Oh, no. The social service was it’s operating at a loss, but the three of them together made over two million dollars a year. And the headquarter hyre? Yeah, hop on. The headquarters was being rented from the president. Man, i didn’t do that loan, right? Yeah. That’s. Egregious. Yeah. That’s. Great. Where’s, the board i don’t know. And it’s it’s, you know, it’s, a founder run entity. So, yeah, that has to sell that story. Yeah, and i won’t tell you who but it’s when you know very marriage. One wife and son. Yeah, and the three of them are making two million dollars over that’s a lot for a social service. Especially one that’s operating at a deficit. Right? Him? Yeah. So, you know, i look for things like that. Google, sir. Oh, you mentioned. Oh, okay. You mention financial statements, flandez these come with a lot of footnotes? Yes. When i was in law school, i had a professor who he was so keen on the footnote being so important that the answer to an exam turned on whether you read the footnote or not. Yes, absolutely right or wrong in big way. Whether you if you didn’t read the footnotes. Footnotes i read, i actually i read the footnotes first before i even look at the financial numbers because their stories in there because that’s, the football i love the footnotes. Yeah, there’s. A lot of stuff in there. It’s. Very interesting. Um, all the good stuff’s in the footnotes if we’ve got stuff buried in the footnotes that we would rather you didn’t see? Should we just let you read it on your own? Or should we come out clean and say, you’re going to see cem, some improprieties or some, you’re going to see some red flags? Let me talk about these shoes. In other words, should we reveal it, or shall we leave it to you two? Maybe you won’t find it. Yeah, it’s always better off to come up front with things make cerini find it, maybe we find it and and you know what it is and and and if it’s on google, if i can google it, you have to tell me, because if it’s out there, i google search everybody everything yeah, bad press um and if it’s out there on google, everybody knows so china hide it it’s better to just tell you story a pride. It always sounds worse when you dig it up on your own. Absolutely well, that’s. Like being ten years old, it’s. Much better to go to mom and say you did something bad. Then have her discover that you fed the broccoli to your dog. Right? Right, it’s. A deal killer. When you find something on google and it’s egregious for me, it was liver, but i have cut it into little bits at a smother it with ketchup. I always say, if you covered cutting little bits and spread it around the plate, it looks like a lot less right, right. At least hide it under the mashed potatoes. Yeah, hide it or just diffuse it when it’s dense on the plate. That’s when? It’s scary, right? Just just last night, this came up, somebody cooked me liver, even smothered with onions. I just i’m not a liver fan myself, but you got to come clean. He gotta come tell up front. You know, we don’t like liver here in this organization, right? That’s, right? And we want you to know and here’s why? And here’s but here’s what we do instead we have other sources of iron right supplement. Wei have other sources of good protein. That’s right? We’ve finished. They were in vegan. They were even begin here. Yeah, there are good. So alright. Come clean. That’s. What you’re saying? Come clean. Dafs piela all right. Um anything else? All right, so now we’re getting to this, the evaluation, the number’s sounds like we’re just reduced to a bunch of spreadsheets cells, right. While we tell you story too, we tell you story and writing. Oh, so you tell us your story. We tell you, we tell our credit people your story. Okay. Okay. So are you? Basically is your role basically too be an advocate for the would you put it that way and advocate for the non-profit is that too strong of a navigator? As long as that they’re worth advocating for. Okay. Okay. Until they’re not your advocate until they’re not worth advocating for. Yes, absolutely. So you’re the liaison. I’m really a front face of the credit organization. Credit institution, bank united on dh. You’re working between the organization of the credit right in the middle person? Absolutely. I kind of represent both to each other. Anything else we can do to get the best rate possible? We just have, like, a minute and a half left. What could you d’oh? Besides, have great numbers tell you. Good story. Where the right clothes? Show me your show, mia programs. Okay, alright. Stuff recovered. Yeah, i can’t think of anything else in that case tell me why you love. You’ve been in banking and lending twenty for over twenty five years. Why do you love this work? Yeah, i mean, i’m here for the not-for-profits so i’ve always been a not for profit. I started lending to not-for-profits in nineteen, ninety and i’ve been hooked ever since. I love to be involved in the projects i love to be involved in the missions i love to meet the people i’ve set on board. I’ve done volunteer work. I’ve worked. It not-for-profits too and i just i just want to help the the not-for-profits helped the universe. Our cold is to go to that to go to the ribbon cutting oh, i love going to the river cutting that’s like your shining moment of glory when all the all that work you did paid off for everybody. Yeah, so that’s fun. We loved the ribbon cutting and we try to bring some of our bosses to the ribbon cuttings too, and let them see how great we are, where their money did something good for a change. Outstanding cool part. Thank you. Thank you. Ballpark. Senior vice president at bank united park at thank united dot com. Thank you again. Thank you so much. Jean takagi and what boards get wrong is coming up first pursuant they have ah, well, they have something, but you have seen a lot of midyear fund-raising reports now we’ve we’ve crossed june thirtieth and benchmarks being discussed everywhere, you know, whether you’re living up to what the community is doing or not, but one of the most important trends and how do you make the most of the best sense out of them for your organization? What if you’re not hitting the benchmarks that other people have created on dh? How do you keep rising above if you’re if you’re ahead? That’s what the next webinar comes in for from pursuant it’s, the state of fund-raising midyear checkpoint with ceo trent riker he’s going to be on the show next week for the three fifty and senior vice president jennifer abila they’re gonna help you push through your third and fourth quarters if you can’t make it live on july twenty fifth, watch archive either live or archive go to pursuing dot com click resource is then webinars. We’ll be spelling super cool spelling bee fundraisers make millennial money that’s my own that’s my own alliteration that’s not there so don’t don’t blame alex queer. We’d be spelling for that, but listeners have been talking to alex. I know he’s the ceo there he’s also going to town next week and you could be next. You could be a b you could be you could be next. Look at this. What is brilliant mind since that what? You’re witnessing it at work right now. Um, b next, check out the video at we b e spelling dot com and then pick up the phone for pizza. Talk to alex and look, look what his number is. Nine to nine to two four bees. Okay, see, i’m not the only one now the time for tony’s. Take two. Sixty nine and three. Fifty. I’ve got a new video. Feels good in sixty nine. Get the filth out of your mind. Get it out! This is a family show. Although i don’t know anyone under twenty one. Why anyone under twenty would listen. But in fact, if you are under twenty one and you can prove it to me, i’ll make you listen for the week. Get me at tony martignetti sixty nine is a new position for me, it’s. Hard it’s a hard position. Watch the video and it will all become very clear. Next week is the three hundred fiftieth non-profit radio we’ve got all the regulars that iran, including jeanne kaguya, was coming on very shortly hyre meyerhoff she’s gonna be with me the ceo’s from pursuing and we’d be spelling live music with scott stein he’s going to play our theme song, of course, cheap red wine and another and we’ve got giveaways from pursuant and your coffee. How do you enter the wind post your most creative? Congrats on the three fiftieth use the hashtag non-profit radio three fifty post will pick the best ones those will be the winners here’s that hash tag non-profit radio three fifty you’ll find my sixty nine and three fifty videos at tony martignetti dot com. And that is tony’s take two jean takagi. He, uh you know, he’s been listening to tony take two he’s been on for a couple minutes. You know who he is? He’s, the managing attorney of neo non-profit and exempt organizations law group in san francisco. He edits the wildly popular non-profit law block dot com and he is the american bar association’s. Twenty sixteen outstanding non-profit lawyer you’ll find him at gee tak gt a k jean takagi. So great to have you back. Welcome back. Thanks, tony. Great to be back. My pleasure. We’re talking about some, um, some mistakes that boards make. What, uh, what brings this to your attention? Well, it’s been in the news a lot on dh governance on every level in every sphere of ah, our country has been coming to a lot of attention and whether things were done properly up on the top or not, um, has become a big issue, and i think there’s a common saying the tone is set at the top and the tone of proper governance on non-profit boards really sets the whole tone for the organization and when you don’t have boardmember that air prepared to set that right tone, there are there are problems that follows, and those are the things that get into the news, okay? And we were just touching on just a couple of those with with paula park a few minutes ago, some talking about some of the fiduciary issues fiduciary duties that board members might be ignoring if they’re if they’re not. Properly prepared for, you know ah, credit application sabat okay, but aside from that let’s, see, what would you like, tio? What would you like to start with you? Pick you pick somewhere. We got to get a bunch to go through. But you pick something to start. I feel like i always dictate to you. You choose. Okay. Let’s do allowing. No, i’m sorry. Go ahead. What would you like to do? Well, i could actually let’s start with sort of conflict of interest transactions and that’s where boardmember sze decide that they want to sell services to the non-profits on whose board they sit and, you know, some some sort of say, all of that should not be allowed. And with private foundations there’s ah, much stricter rule that prohibits most of those transactions. But with public charities, it’s usually not sort of absolutely prohibited in some cases, a conflict of interest times action is actually to the organization’s benefit. Like kinda boardmember says, you know, i’ll give you rent at half of the market rate on you. And you can use my my offices to run the organization. That might be a very good deal for a public charity, but where board get in trouble is where one member of the board says, well, you know, i’ll sell you these advertising services for the organization, and my usual rate is five hundred dollars an hour, but i’ll charge you four hundred dollars an hour, and maybe that is what you know that person’s rate is when they’re selling him tto fortune five hundred companies. But for this little one hundred thousand dollars a year non-profit a four hundred dollar an hour rate for advertising is probably excessive. And if the rest of the board just blindly goes along that’s as well he’s giving us a twenty percent discount let’s go with it that gets boards in trouble. Yeah, okay. Would that fall under that eyes that a conflict, conflict of interests? Yes. I mean, there may be several laws where it could be a problem, but on sort of the federal level on the federal tax level, along with being a five a one c three organization and the public charity, you’re not allowed to engage in on access, benefit transaction where somebody like a boardmember gets an excessive payment. And if that happens, what? The irs could do would say, hey, you know, that was excessive, really, nobody should be paying a charity this side should not be paying more than let’s say, two hundred dollars an hour for those services, so you were overcharging two hundred dollars per hour and what we’re going to make you do, as the irs says, we’re going to say you have to return that excessive portion back to the charity, and then on top of that, we’re going to charge you a tax for violating that rule, and that will be twenty five percent of the excessive amount that you charged. And if you don’t fix that within the tax year, we’re going to charge you a two hundred percent penalty under the mountain, all right away, if any boardmember approved that transaction and they knew or he really should have known it to be excessive, we’re going to hit them with a penalty as well. Oh, my goodness. Okay. And i think you and i have talked about this not recently, but xs benefit transactions. I think we’ve covered this. This yeah, and then very i love that you point out the possibility of individual fiduciary penalties and my saying individual money, penalties for the board members, personal penalties. Yeah, really, really rare. But, you know, if if boards look like they colluded, teo benefit one of their fellow board members and weren’t really looking after the best interests of the organization, they can be imposed. Okay, okay, let’s go to aa, not preventing misappropriation, our misuse of the of the ah, the money’s that come in or the other other assets of the organization. Yeah, i mean, that’s a great segue way because one misuses overpaying a boardmember really is overpaying anybody. So maybe you’ve got a friend. And, you know, that friend is offering this great deal to the organization according to your friend, but maybe it isn’t such a great deal. Or maybe it’s for services that the organization really doesn’t even need. So he’s saying, you know, i’ve got this great storage facility. You guys should rent it, and you know, i’ll give you this this great deal on it, and so the organization goes ahead on, rents it but actually never uses it because they never needed that storage facility. Well, that would be kind of a waste of assets and potentially, a diversion of those charitable assets to benefit somebody’s friend. And again that back and get people in a lot of trouble about cyber security risks what’s the board’s responsibility there? Yeah, cybersecurity czar really hot button issue right now and then we’re seeing it everywhere from, uh, people getting their social security numbers stolen or credit card number stolen and identity theft associated with that. So when non-profits are collecting what they call personally identifiable information information that can be associating with a specific individual, they’ve got certain rules that apply, and these are specific to the states. So there’s certain rules that apply that say, you’ve got to really maintain and protect this information, and if it gets out, if your sites that contain this information are breached and those things that released a lot of states say you’ve gotta notify the individual who’s data has been breached and taken so that they can take steps to protect themselves. So really big deal now you you will have already breached the law if you didn’t create secure systems preventing certain breeches and hackers from getting at that data. And if you fail to notify possibly donor’s information, for example, or some buyers of your services or goods? If you don’t notify them of that reaches well, you could be violating another law. So a lot going on there in cyber security. Actually, another really interesting one was recently there was some ransom where that that was came out and hit not only for-profit organizations but some non-profits is well and ransom. Where is basically where somebody hijacks your site and some of some of your site, maybe for processing donations or for selling goods and services. And so you really rely on having them up every day while the hacker takes over your site says unless you pay me let’s, say, you know, ten thousand dollars by tomorrow, i’m going to keep your site hacked and it may take you, you know, even with your experts a week, two weeks to recover it, and maybe you’re gonna lose a lot more money if you do that now, what do you do? Yeah, we just had that nationwide within about the past, not not not just nationwide internationally with in the past, what, six weeks or so? See, i think the wannacry ransomware i don’t know if it’s called a virus or something else. But yeah, it was widely prevalent in a lot of organizations, and organizations have to figure out how to deal with that and it’s best to figure those things out before it actually happens, rather than after the fact we just had a guest with in the past. I’d say that in the past two months, mark last night was shine mark shine. I think, talking about cyber security on how to ensure against it, the different policies that are available. Teo, to protect your organization in the event of a breach s so you could listen to you could look back at that it’s just with i’m sure it was mark shine just in the past couple months, okay, let’s. See, um, let’s. I do want to get teo another, another popular blawg, not not as popular as non-profit law block dot com, but we’ll we’ll give ellis card or a shout in a couple minutes. How about yeah, investments what’s the what? I don’t think you and i have talked about this one, the board’s responsibility around the investment policy statements of the organization? Sure. So, you know, even some smaller charities, you know, they got reserves and order some of them anyway. If they’re lucky, enoughto have not have to live sort of day by day, have some reserves on dh. They may want invest those reserves rather than just keep it in in a checking account, for example. And if you do have assets for investment was a charity. There are state laws that are associated with prudently investing those foreign investor axe. Yeah, on dh those are really important to pay attention to so some charities and some have come to us for service. You know, when when the market is it is it’s hot on the market has been pretty good lately, you know, they’re also served deals out there, and some are like going no, you know, we would like to invest all of our our money in this hedge, but, uh, and they may not even know what a hedge fund is. And i don’t know that anybody actually knows what a hedge fund is, because that covers so many different broad groups of investments, but they tend to be wildly speculative, meaning you could make a ton of money on them in a short period of time, and you can lose a lot of money in a very short period of time and that type of speculative investment making unless it’s part of like a prudent portfolio where maybe, like ten percent of your assets are devoted to those that are, you know, much more speculative, but ninety percent are in much more conservative investments can be a real breach if you put all your money’s in one basket, which it’s never good ideas, we’ve learned from our our parents or our kindergarten teachers. Um, you know, you’ve got to make sure that the portfolio of different investments you have is prudent, and so you’ve diversified your risks and not put it all in some wildly speculative investment, and that could be not only a breach of your fiduciary duty but reach a prudent investor rules and there’s a rule we don’t wantto get into jargon jail, you’re always about the impression that the acronym uniforms prudent management. Of institutional funds act, and it says that you have to look at different concerns when you’re investing on dh. It really talks about conservative investing in a portfolio with an eye on what your mission is as well. Gene, just give that acronym and what it stands for again, please, i talked over you sure upmifa upm i f a, the uniform, prudent management of institutional funds act. If you google upmifa and your state, you’ll find what the law is, and i think that’s in forty nine states, i think maybe pennsylvania’s the outline, hold on. All right, all right, thank you. I’ll try teo, keep my tongue civil from here on, but all right, let’s, go out for our break. When we come back, i’ve got live. Listen, love a ton, and we’ll give a shout out to another law block that you might be interested in state with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked neo-sage levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests are there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. Hi, this is claire meyerhoff from the plan giving agency. If you have big dreams but a small budget, you have a home at tony martignetti non-profit radio. Krauz hyre hopes could be with us next week for the three hundred fiftieth show as well. Jean takagi, listen, let’s, do the live listener love because we’re bursting here. Tampa, florida bronx, new york and if we got all five boroughs, we got multiple manhattan. We got bronx. We got staten island. Um, we have brooklyn where’s, queens, queens. Let us down. All right. We got four out of five and multiple said, multiple manhattan, woodbridge, new jersey. That’s not far. Laura, laura, laura, belinda, california live listen and love to all of you, but also to torrington, connecticut. I’ve been to torrington, that’s, a nice little town. I did some consulting there. Uh, social service agency. Torrington. And you have that that renovated theater right in downtown. I love that’s, very pretty. Minneapolis minnesota lives their love to you also new bern, north carolina and midlothian, virginia. Midlothian, midlothian live listen love. However you pronounce it let’s, go abroad. Not too many people abroad, nobody, nobody in asia, nobody at all in asia. This, i think, is the first show where there’s, nobody from asia. Wow. Okay, uh, they’ll be back. Uk? We can’t we can’t we see uk, united kingdom so we don’t know whether it’s whales or ireland or scotland or england we don’t know well, you’re in the uk so we always give always give you know you got to do the you got to recognize that there’s more than one country in the united kingdom, please and germany, good talk, live listen love all our livelong sinners on dh so of course, on the heels of that has got to be the podcast pleasantries because we’ve got over twelve thousand podcast listeners in the time shift. Thank you. Pleasantries to our podcast listeners, never forgetting them. And then, of course, the affiliate affections to our am and fm stations throughout the country. And by the way, i have four new stations to introduce next week on the three, fiftieth four brand new stations joining us throughout the country from new york, colorado to washington. I think porter stations but for the current stations listening today affections to our am and fm listeners. Thanks so much for being with us, everyone. Thank you, jean. Thank you for that indulgence. You know the thanks that you know the gratitude has got to go out, right? You know that? Absolutely. Thank you. Um okay. So let’s give a little shout out to ah, another. Another non-profit attorney ellis carter. She she she curates the charity lawyer blawg, cherry lawyer block. And you know, ellis carter. I did turn and she’s a wonderful person and a great attorney. Alice and i have had a chance to speak together and work together on the few occasions you’ve worked together too. Cool. All right. So on her block post going back, i think it’s two thousand nine there was one of her earlier poster, if not her very first post. She links to you while she mentions a bunch of your problem ideas. And i want to give a shout out to your block. Of course. Non-profit non-profit law block dot com where listeners can check out all your list of all ten because you did a post for this show, which actually you do that every week, which i always appreciate every time you’re on, you do opposed. So if you want to see the full list of jeans, go to non-profit loblaw dot com. But ellis carter has charity lawyer blawg and she’s got a couple on there. That i want to talk about, like micro managing staff are you are you comfortable talking about ellis carter’s board governance mistakes? Yeah, absolutely actually give credit to her. She came up with a list of ten, and then i just added a few more to to her list, and so she recaptured all fifteen together on her block, but she was the one who came up with micro managing staff and it’s a really important one because i think he probably seen it as well. Tony, where board members start to get involved and then go around the executive director and start to give directions to the staff. Yes, i have and creates all kinds of political trouble and reporting line trouble and yeah, yeah, but, you know, part of that can be the responsibility of the ceo to and blurring lines and, you know, having boardmember do things that maybe you’re not appropriate, like, you know, day to day tasks and things. Yeah, and so, you know, oftentimes when you, this is a kind of a growing pain for some non-profits as well, because when you’re on all volunteer non-profit organization, it is where the board members involved. With everything as well and and managing volunteers in that case. But once you start to grow up a little and have staff and haven’t executive director, the board members have to know to pull back and, you know, for one thing, boardmember should know that individually they have no inherent authority to do anything. They don’t have the authority to manage staff it’s only collectively as a board where they have authority officers like your executive director or your ceo perhaps might have the authority to give limited direction to the staff to ceo would obviously have have the ultimate authority there with respect to the staff, but just knowing where your boundaries are, it’s really important and from a liability standpoint, board members, if they start to mismanage, that could get hit with unemployment claim, which really makes up, i believe more than ninety percent of all directors and officers insurance claims our employment related and if they’re directed against boardmember themselves, and if you don’t have dino insurance boy, that that could be a huge problem for individual boardmember so they really have to be careful of that. Another one on ellis’s list is airing disagreements outside the board room and that reminds me of the very timely, like complaining about your attorney general to the new york times as an example, it just happened today airing disagreements outside the boardroom what’s the trouble there? Yeah, and obviously as a non-profit when you’re taking positions, you wantto have one position that you’re setting out to the public you don’t wantto have ah, divided ah statement that you’re giving to a public where some persons involved with the organization are on one side of an issue when other persons are other side of an issue and it looks to the public that the organization is poorly governed, poorly managed, and can’t even make up its mind on what its messages and therefore could jeopardize support. So aaron aaron, you know your disagreements outside of the boardroom, a really big problem for the organization in terms of its, you know, public relations, but also a huge, huge problem for the boards themselves because, you know, tony, if you and i were on the board together and we had a disagreement over a key issue on dh, we got a chance to discuss it, of course, when we go out you know, even if i may have disagreed with you and, you know, your side won, i’m going to be supportive of that. I might not say very much about it, but i’m definitely not going to say, well, i, you know, in in public that i disagreed with it because what happens if i start doing that is i’m a chill further board discussions, you know, if you don’t kick me out of the board for doing that, the board might find itself very, very leery of, you know, raising controversial points because you got this one person who’s going to be a blabber mouth and start teo, reframe everything and criticize you personally outside of the organization, a really big problem. The place for the robust discussion and disagreements is within the confines of the board meeting and maybe discussions that take place in committee or or even know our board members having back channel communications right privately on the phone or email, but publicly wait, where were we? Face-to-face we present one face yeah, and this along with your duty of loyalty to the organization as well, you’re supposed to act as a board member in the best interest of the organization. Not in your personal best interests. All right? Yeah. You don’t want to hurt the organization by by airing your grievances outside. Thank you very much. Looking forward to talking to you next week on the three. Fifty of jean? Yeah, i’m really looking forward to three. Fifty congratulations. Thank you so much, jane takagi you’ll find him at non-profit law block dot com and at g tak gt a k next week three fifty three five oh, how many times i have to say it, make sure you enter to win our giveaways post your most creative congrats with the hashtag non-profit medio three fifty can’t wait for that great fun! If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com we’re sponsored by pursuant online tools for small and midsize non-profits data driven and technology enabled and by we be spelling supercool spelling bee fundraisers we b e spelling dot com our creative producers climb hyre half sam liebowitz is the line producer shows social media is by susan chavez and this fantastic cool music is by scott stein be with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and degree. Sametz buy-in what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address their card, it was like it was phone. This email thing is right and that’s, why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were and and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts, tony, talk to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It zoho, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for August 19, 2016: Your Supercharged Board & Your Content Calendar

Big Nonprofit Ideas for the Other 95%

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Dolph Goldenburg: Your Supercharged Board

Dolph Goldenburg reveals his wisdom for revitalizing your board committees; making your board meetings effective; and keeping engagement civil. He’s the author of the book “Successful Nonprofits Build Supercharged Boards.”

 

 

 

Laura Norvig, James Porter & Kivi Leroux Miller: Your Content Calendar

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What belongs in it? Who do you need to help create it? How do you get buy in? And how about resources to help you? Our can-do content calendar committee from the Nonprofit Technology Conference is Laura Norvig from ETR, James Porter at The END Fund and Kivi Leroux Miller, founder of Nonprofit Marketing Guide.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d grow a foe set if i saw that you missed today’s show you’re supercharged board dolph goldberg reveals his wisdom for keeping engagement civil, revitalizing your board committees and making your board meetings effective. He’s, the author of the book successful non-profits build supercharged boards and you’re content calendar what belongs in it? Who do you need to help create it? How do you get the buy-in and how about resources to help you? Our can do content calendar committee from the non-profit technology conference is laura norvig from e t r james porter at the end fund-raising founder of non-profit marketing guide between those on tony’s take two solitude. We’re sponsored by pursuing full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com and by we be spelling super cool spelling bee fundraisers. We be spelling dot com. I’m glad that dolph goldenburg is with me. He is managing director at the goldenburg group. Before consulting, he was executive director of an aids service organisation. In atlanta and an lgbt community center in philadelphia, he has more than a decade of fund-raising experience dafs company is at goldenburg group dot com dolph welcome. Thank you, tony it’s. Good to be on. And i have to give you a very you know, it’s, i’m not tryingto humble myself and, uh, you know, be in your in your pocket right away. But i have to apologize because, uh, when i first introduced the segment, i called you dolph goldberg, but that is not correct. Your name is dolph goldenburg. No worries at all of the common short shorthand for the name. Well, okay, well, but inappropriate shorthand. You you have it’s, like calling me martignetti. You know, there is that there is that syllable in the middle. So it’s, dolph goldenburg all right. And you were just recently married. Just last month. I wa sai wass after about ten years together, my husband and i decided to make it legal. So we had a very small wedding with just friends and family outstanding. And that was up in new england, right? That actually was indeed deep, deep south georgia. We’re going ok. Thie twin city metropolis twin. City of helena mcrae, georgia. Okay. I don’t know where i got northeast, but new england. But you are exactly opposite. A small town, georgia. Wonderful. Congratulations. Thank you. And congratulations on this book. Um, why, uh why do we need a book on supercharging boards? That’s. A great question. I have been an executive director for about a dozen years. And? And what i found is an executive director. Was that both my my work as a needy, but also the organization’s mission was was always either supported or made more difficulty because of the board. And what i found was that the time that i would invest in board development and the board would invest in its own development always paid strong reward. You have an interesting personal journey. Is tio how you came to write the book? I do. Actually, i i had been at a housing aid service organization gosh, for about almost five years or so and and realized that i was starting to have a midlife crisis. And so, unlike most people have a midlife crisis, i didn’t have an affair. I didn’t get a corvette. What i did do was i gave ten. Months notice that my job as an executive director and i planned an eight month long sabbatical and my my plan really on that sabbatical. Wass to think about what? What i had done well in my career what i had done poorly in my career and then really kind of put all of that down in terms of my lessons learned around board development and so through that door during that sabbatical, i sort of travel the world. I went to vietnam and cambodia for two months. I hiked around in peru for a month. I hide out west for a month. But between each of those trips, i would come back home. And i would work on this book, which, while it is very short, took, you know, about five or six months to write, and it has tend different zoho areas of topics of improvement for boards were only going to have to time to touch on three, maybe four depending how we go. But, you know, so the message is, you know, you gotta buy the book for the foot for the full ten. I love that message. Thank you. Thank you. All right, and and you’re you’re being very gracious there. I messed up your name. I got your wedding location wrong. We’re starting. I i can’t imagine interview it’s starting worse. But you’re being very kind and gracious, so we’ll get to it. It can only get much better now. Hopefully, i have more the facts, correct. You know, i feel like the interview’s going well, thank you. I do two. Absolutely. All right. Let’s get started. Rules of engagement. You want you want to seymour? Civility on boards? Yeah, and, you know, and and not just not just civility, stability is really important. But board have to sit down and say, what rules are we going to live? These are not the governing rules. These air, not the expectations that every boardmember should have, but they’re really you know, how are we going to interact with each other? What behavior is okay? And his not okay. And civility is a big part of that, you know? But you know, as some other examples we have all seen the boardmember who was the naysayers? Whatever comes up, they try to shoot it down and that’s not on ly unproductive for the board, but it’s also really unproductive for that individual boardmember because what ends up happening is if every time they open their mouth, people sort of roll their eyes. And they just tuned the naysayers. Yeah, this is the person loses credibility. But right now, how are we going to deal with this? Ah, this gadflies, this nay sayer. Well, so i believe that the first thing we do is we help the board developed its own rules of engagement. And so as an example, what would come out of that is, you know, being the naysayers is not okay. And once the board has generally come to alignment on that note, i did not say concensus, but actually come to alignment because, you know, if ninety percent of the board feels that way that’s probably what it should be. So, you know, so once the board has come to an alignment on, for example, may saying is not okay or, you know, or what happens in the meeting stays in the meeting, those types of things. Then when people move beyond that and kind of step outside of the rules of engagement, then the board chair or the governor’s chair can have a conversation with that person and really start to bring them back into alignment on the rules of engagement. Okay. And, of course, the naysayers air going toe may say that rule so on your your your point about alignment? Not not one hundred percent consensus, right? Right. We want to be prepared for the naysayers today. Say that they saying rule right? Yeah, i love the way you said. Okay, well, i spit it out fast. All right? I’ll tell you what, let’s, take our guy lily for a break. And dolph, of course, you and i are going to keep talking about the supercharged board, revitalizing committees and making meetings effective. So stay with us. You’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website. Philanthropy dot com fund-raising fundamentals the better way. Welcome back to big non-profit ideas for the other ninety five percent adult let’s let’s hit a few more of these rules of engagement. Ah, i don’t want you don’t want this to sound like a battlefield plan or something, but but ah, in fact, your first one is the is the civility rule. So this the board meeting’s should not be a battlefield. All right, working through committees, we’re going. We’re going to talk a little about revitalising there shortly, but you gotta work through the structure, right? Right. So so one of the rules of engagement the board’s often come up with is if someone has a great idea the place to bring that is to the appropriate committee, not to the full board. And then you really let the committee deliberate on that idea developer recommending agent if it’s appropriate and bring that the full board because really, the full board just doesn’t have time to deal with all the good ideas that are percolating up. Is that it? Absolutely. The the work of a bored is done in its committees and one of the one of the things that i always kind of saying, this is sort of the committee math, if you will, is that if you have got five committees that meat between every board meeting for just ninety minutes, what that means is that committee dill deliberation is seven hours boardmember can’t be seven hours long, but when you have five committees each meeting for ninety minutes, you get more deliberation and you get better recommendations and decisions coming to the board. There also is an expectation that boardmember sze will prepare for committee and full board meetings. Absolutely, you know, nothing is more demoralizing both to senior staff and bored leadership, then for board members to show up having already received the meeting packet, but not having read the reports on these financials because then, really, what happens is the committee reports are just reading what they’ve already written what’s mohr has part of that expectation not also means there’s an expectation on the staff, and that expectation is that meeting packets go out with enough lead time that board members can actually review them. I swear i’ve been to board meetings where there are members opening their their packets for the first time, and, you know, they’re there cramming ten minutes. Before the board meeting is about to be called to order, right? And you know what those boardmember often don’t realize is that it is painfully obvious in the meeting who read the meeting minutes and the meeting packet and who did not read the meeting packet it is it comes out, you’re you’re gonna be you’re gonna be you’re gonna be exposed, you might not be called out, but it’s going to be obvious, right? All right. Um, confidentiality right way got to keep the organization’s promise is close to us, right? And it’s, not just confidentiality within, like, in terms of inside the organization’s. Obviously, what is said in the board meeting does not go outside of the organization, but it all does not go to other staff. So, you know, so any staff member not present in the board meeting should also not be privy to the deliberation of the board and one more that you have rules of engagement dahna whether you have authority to represent the organization, talk about that one, right? So, you know, so oftentimes they’re our board members, i shouldn’t think oftentimes sometimes there are board members who feel that they have the authority to speak on behalf of the organisation every now and then. In fact, when i started one, jobs and executive director someone to actually find a contract on behalf of the organization, they were not a boardmember they did not have the authority to do so, and we had to find a way to back out of that contract, you know? So they also do not have the authority to individually sign a contract unless the board has voted and given them that authority. Now all these rules should be adopted by the board, right? That’s what you were saying earlier, but right, right, but and i also think that the board should sit down and see and have a discussion and see if there’s other rules of engagement that are appropriate for them as a board and again to meet these air different from expectations, you know, you know, expectations are, you know, attendance personal giving expectations are a little bit higher level than rules of engagement, right? And that’s, another part of your book expectations, i just i feel like a lot of guests have covered those, but i’ve never seen you know, we haven’t talked. About rules of engagement and and some of these that you’re talking about, like the like the civility and the the the naysaying, the naysayers way have covered those before. So i like like, this whole this also area the book, and if i could say the civility is really a very positive way of saying no bomb throwers kind of like naysayers, we’ve all seen bomb throwers and board meetings and it’s it’s not effective for the board, you have any, uh, any and any bad stories you want to tell. Oh gosh, you know, i’ve only been permanent executive director of your organization, so i don’t want to get anybody in trouble by telling that story, but by telling a story, but but i will share with you that that i have seen one board where, at every single meeting, you know, this person was completely and totally negative, not just being in a sayer, but completely and totally negative about everything and, you know, was literally throwing, you know, little mini bombs into the meeting to kind of set up disagreements between other board members and then we just sit back and watch them fight for goodness. And obviously that someone who we had to move off the board, i should say, right, right, totally negative influence. Yeah. Okay. Um, let’s go teo to our committee structure, revitalizing committees. Why don’t you want to open this when our pal you want to start with with this kind of work, you know, one of the things that i said before that, you know, really ineffective board, a supercharged board does the vast majority of its work through committees, committees will always have a larger bandwidth and a deeper bench of expertise to deliberate on strategic issues that are facing an organization is part of that one of the things that i recommend is that every committee have an annual plan, so, you know, so they know what they’re responsible for that year. Ideally, they’ll have to read a four goals for the year, but then they also say, ok, if we’re gonna have, you know, six meetings every other month, meeting one we want to cover x meeting to we want to cover something else meeting three, so so that way they’re always moving the ball forward on these projects, but they’re they’re also making sure that what? They do is in alignment with the strategic plan and the organizational goals. You said it earlier. The work of the board is done through the committees. Right. Okay, so we need our committees to be effective and revitalized. As you say in the book, let’s, talk through some of the essential committees. Just in case people are not familiar with the work of the executive committee is so, you know, so often times. And let me say that some organizations have justin executive committee. Some organizations have just a governance committee, and some have both and there’s. And depending what the structure is, sometimes there’s some overlap between those two committees. But, you know, typically what the executive committee does, is it it sets the agenda for board meetings. It it liberates or makes decisions on behalf of the board between meetings when absolutely necessary, that should not happen on a regular basis. And then if there’s not a governance committee. Oftentimes the executive committee is also responsible for enforcing expectations, you know, ensuring the committee’s air meeting on a timely manner, ensuring that conflicts of interest are disclosed and deliberated and voted on by the full board. But if there is a governance committee that typically goes to the governing committee now, just like the committee’s air setting ah plan for the year is the executive committee setting up a board plan for the year? Absolutely, you know, ideally in its first month of the year, the new executive committee wants to sit down and think about what the strategic plans goals are for the year, determine which committees can help drive those goals forward and then and then work with those committees. They developed their annual plan as well. Now off. And i think also a part of that, and this is going to bleed over a little bit latto making meetings effective. The executive committee also needs to figure out what the organization’s calendar is, including the board calendar, and make sure that that is in the plan as well. The all the committee chairs sit on the executive committee, right? And it depends for some organizations. Every committee chair sits on the executive committee and other organizations. That’s, just the officers and, you know, again, to a great extent, it probably depends whether there’s a separate governance committee or not. Okay. Okay, so it’s so. Meaning, if you have a separate governance committee, then what? You, you don’t need all the committee chairs on the board, on the executive committee. So, you know, so, so if you’ve got a separate governance committee, then you might actually want all of the committee chairs on your executive committee, because because then what they’re doing, they’re setting the agenda, and and they’re doing sort of, like, very high level board work. But if there’s, not a governance committee and the executive committee, is also responsible for enforcing expectations, ensuring disclosure of conflicts of interest, you know, those those legal obligations that every board needs to be taken care of? You probably want a smaller group of people working on that, okay, so strike three for me, it’s a good thing. I’m the host of this show because i misread that one, too, okay, sorry here, all right. Yeah. It’s a good thing. I’m in charge of the show. All right, let’s. See what else? Another committee finance. And i was finance. Is this the same as the investment committee on a lot of boards krauz investment? Yeah. So? So a lot of aa lot of boards called the finance committee, the finance and investment committee. Some board called the finance an audit committee, but, you know, but typically, especially in the smaller organizations, the finance committee ends up being responsible for the audit, for investments and everything that falls underneath it. Okay. And, of course, a lot more detail in the book. You gotta you just gotta get the book. I’m going to say successful non-profits build supercharged boards. Now the committees that we have they are they’re all supposed to be meeting in advance of full board meetings, right? You i think you recommend a couple of weeks before, right? Right. So in the in the ideal world between every board meeting, all of the committee’s need as well, because every committee is in some way responsible for goals in the strategic plan and it’s helping to drive that forward. So if the committee’s air not doing their work between board meetings, the board meetings are just honestly, no, do not do not move the organization forward is not all right, let’s talk about the fund-raising or development committee what’s your advice there. So, you know, in terms of the fundraising committee, i think it is absolutely critical that and again, this is often for small and medium sized organizations that either have did either have limited or or no fund-raising staff, it is absolutely critical that they start their year looking at actual fund-raising strategies from the prior year determining what was effective, what isn’t, or going, what, as a committee and an organization they want to do again in the coming year and, you know, and i also think it’s it is essential that the fundraising committee have a voice and what the board give get is going to be they don’t ultimately have the decision, but they should have a voice in that on that that goes over to one of the expectations of board board e-giving right, okay, right now, each of these committees needs to have a staff liaison. This is this is going to get a little staff intensive, i am i? I am all about every committee should have a staff liaison. And and really, the role of that staff person is not to run the committee, but it is to help keep the committee on track. And so, as an example of the staff liaison, would help the chair buy-in putting together an agenda and sometimes that’s a friendly reminder sometimes it’s being pleasantly persistent, which is a nice way to say kind of nag, but, you know, but to make sure that the chair puts together an agenda and that it goes out to arrange all logistics for the meeting, so is a room reserved. You know, if you normally have iced tea at your meetings is they’re iced tea there to make sure that the agenda is sent to all of the committee members before the meeting, along with any other information that they’re supposed to review. And then finally, in the ideal world, your staff liaison also takes minutes at the meeting and then send those to the chair of the committee to review and approved before they get sent out. What about the executive committee? Is the ceo or executive director? They have a staff liaison to the executive committee. So in really small, non-profits, you know, so organizations that might only have two or three staff members, yeah, than absolute. The executive director end up serving as the staff liaison in a medium sized organization where the where the ceo or executive director has an executive assistant themselves. They might task the executive assistant with that. Okay. All right, that’s, the that’s, the well we should. We should talk on touch on that that there might be a program committees also that based on your you all your programmatic work, right? And the tough thing with program committees, especially when when the organization has staff, is to ensure that the program committees are operating at a strategic level and not an operational level, and to make sure that the committee really understands what their role is in that respect. And so on example, that i that i often give is, you know, whether whether program operates from seven thirty to three, thirty or eight to four is probably a staff decision. You know where as whether or not a program measures its outcomes is a strategic decision. Okay, right. We don’t want our board meddling in the day to day operations hiring, hiring and supplies and mundane things like that that are taking away from the boards much higher and much more strategic purpose. Right? Okay. All right. Let’s. Look att effective meetings now you talked about the agenda is the importance of agendas. Anything more you want to say about about how important those are? Oh. Absolutely so to me, the real point of putting together an agenda is not just to tell everyone that’s going to be in the meeting, what will happen at the meeting, but it also forces the act of putting together an agenda forces the person leading the meeting to really think through what their goals are for that meeting and to make sure that what happened in the meeting supports those gold. I like your suggestion of putting time limits on each agenda item. I do that when i for the few meetings that i that i conduct usually i’m sitting in them, but i’m not leading them, but when i do, i like to put the time limits so everybody sees it in black and white, and i don’t know how you feel about this. I appoint a timekeeper so it’s it’s somebody different than me? I’m paying attention to the substance of the meeting and the flow, but not the exact timing. Absolutely. I always believe there should be a timekeeper in the ideal world, someone different from the person running the meeting, but the other thing on time and this is something that i’m really adamant about. Especially when there’s a call an option or if or if it’s an entire, you know, teleconference meeting is the meeting has to start on time, so, you know, so even if you don’t have a core on well, you go ahead and you get started when we when we delay the start of a meeting, what we’re really doing this, we’re punishing the people that showed up on time, and we’re rewarding the people who did not show up my welcome. What can we do without what could we do without a quorum, though? Well, so so there’s some things you could do, like, obviously you can’t take votes, but you can start to have some of those strategic discussions. So, you know, so anything that is a report out or just a strategic discussion you can still do without a quorum. You can’t take any votes without a quorum, but you can, you know, but you can have those discussions, okay? And, um, i also think that from from day one, your first meeting, you tell people it’s going to start on time and then you actually do start on time and the late comers they’re going to get the message from meetings too and forward, right, and and also share with you, especially again when there’s a call an option or if the meeting is entirely by phone. You know, i am all about the meeting starts on time, but also late comers. You hear the ding. But we don’t stop the meeting to reintroduce you, to tell you who is present, to tell you what we have already done because otherwise will interrupt the meeting three or four times. So the way i tended when i run those meetings, the way i tend to ask people calling into phone conferences late is to wait until they have something to say in a conversation, and then they introduce themselves. And so for example, they would say, this is dalton, and i want to add, and then they would essentially say they’re comment. Okay, okay, we just have a minute before we have to before we have to wrap it up and let’s leave people with the the importance of minutes in our minute. I’m starting the importance of the minutes, the committee, and it went on the board minutes, you know, so the minutes are the official record of what the committee has done, as well as what the board is done. And, you know, in the ideal world, someone from the outside should be able to read those minutes and have a good sense of the official action of the organization, as well as its goals and issues that it is working on resolving outstanding. We’re gonna leave it there. Dolph the book, thank you, my pleasure. The book is successful. Non-profits build supercharged boards, get the book there’s so much more in it than we could cover here on non-profit radio, i thank you very much. Thank you, your content calendar coming up. First, pursuant, you know who these people are? They have developed tools that help small and midsize non-profits raise the money raised the money that you need to raise falik prospector and velocity. You know, i talk about thes time after time because they’re helpful, and they’re perfect for our audience, even the velocity tool, which was developed for their internal consultants pursuing consultants, running campaigns for their clients. Well, you could get the tool without the without the consultant and that when his velocity and prospector, one that helps you manage time against goal full dashboard keeping you on task day after day, week after week toward that campaign goal, check out these tools at pursuant dot com and we be spelling spelling bees for non-profit fund-raising this is not the spelling bee you grew up with, probably because they bring in stand up comedy, there’s, dance, there’s, booze, there’s, live music. And somewhere in there, the squeezing a spelling bee and fund-raising and not just fund-raising that night, but fund-raising in advance. So it’s ah, i love this because it’s just unusual fund-raising model i haven’t seen spelling bees for fund-raising i got knocked out of a spelling. Bee once on the word lettuce, can you believe it? Let us because spelling bees i don’t know if they’re this formal, but the ones i was in you couldn’t make a mistake and i went, i said, l u e t you see, but it’s too late. I had made the mistake. You’re out out on the word lettuce killed me and the winner of that spelling bee one on aeronautics hyre like i could’ve had the whole thing, but i choked on lettuce. Ever since then i’ve only eating kale. All right, check him out. We be spelling dot com and b is b e now, time for tony’s. Take two solitude. This is important for you because you work in a giving profession. You’re even if you’re back office, you know that your office is giving. Your organization is giving its saving lives. It’s, it’s changing the world. This is this is draining, exhausting work. And you have to take time for yourself. So i strongly suggest. And i hope you did this summer. Or you will as the summer comes to a close. Get time alone. Unconnected. No phones, no text, no e mail disconnected. No. Instagram no snapchat get away and i urge you ah, a little a little jovially in my video this week, it is way beyond typical weekly videos. This one even has a cast and crew. So we need to check out my solitude video. No, a solitude with a cast at tony martignetti dot com. And that is tony’s take two leinheiser love. They will do it a little concisely this time live love going out to everybody. Who’s listening. Now, at this moment you know who you are. You know where you are. The live love goes out. It goes out every single week. Whether alive or pre recorded, the live love goes out. What follows that it’s the podcast pleasantries. I am so grateful for all the tens of that tens. Ten thousand over ten thousand not quite tens of thousands, but the over ten thousand listeners listening in that time shift whatever device, whatever time, whatever activity you are engaged in pleasantries to you and likewise affections to our am and fm affiliate listeners throughout the country, from upstate new york and outside philadelphia in lancaster county to washington and oregon and california and points in between. Affections to our affiliate listeners on the am and fm stations here’s, a panel from ntcdinosaur, and we talked about your content calendar. Welcome to tony martignetti non-profit radio coverage of sixteen ntc non-profit technology conference were in san jose, california, at the convention center, and this is also part of ntc conversations, my guests, now our laura norvig, james porter and heavy larue miller going to meet them very shortly. First, i have to shout out the inten thie ntc swag item for this interview is popcorn from microsoft, microsoft popcorn, and i have it from our production assistant, anna hannah who’s. Excellent, that this is very good popcorn. Great. We’re gonna add this to the swag pile carefully. Of course, they don’t want it disseminated across the pile and making everything oily, but i will take a couple pieces for myself. Microsoft popcorn okay. See, the closest to me is laura norvig she is a digital media strategist at tr james porter is associate director for external relations at the end. Fund-raising clolery miller is a founder, the founder of non-profit marketing guide, which is that non-profit marketing guy dot com laura james e-giving welcome, thank you. Thank you telling e-giving welcome back. Absolutely good, thank you. Content calendars and you creating communications harmony. That is your seminar topic. Uh, let’s start the star in the middle. James, what do you think? Non-profits they’re not getting quite right could do better about content calendars or maybe even just having one? I don’t know, right? Yeah, well, it starts off with just having one, but i think a lot of the the problems stem from first of all, not knowing what you want or what you need. There are a lot of tools out there and so is something that i wanted to get across. Was that you, khun? Try things and if they don’t work that’s okay, but i think one of the biggest problems is just not not realizing what you need and what what you want. And if you need something from or long term planning. You need something for data. The project management. Do you need a tool? That’s going to be everything? Or do you just need to fill in gaps with some of your existing tools? There’s a whole host of other problems. But i think step one is just really trying to figure out what you want and what your organization needs are. Okay, laura, anything you want to add at this overviewing point? Well, i know sometimes people struggle with as james said, trying to make your calendar maybe do too much and you wantto keep it simple. One of the other things people experience is getting people to actually use the calendar, so keeping it simple can help. Okay. Okay, kivi, anything for us to get us started kick us off. I think people know they need to plan, but then they don’t have time to plan, and so they run around and don’t feel strategic field too busy feel like they’re too many priorities. But then they don’t give themself a chance to stop and think. And the editorial calendar really is a way to stop and think and be more strategic. Okay, on the editorial calendar is the same, but it’s our can’t content calendar, right? Something okay, um all right, so let’s, let’s, uh, let’s get started with what should be in one? I don’t know e-giving you want to kick us off? What some ideas? What? Sharing your content calendar. So in order for it to be an editor of calendar there three pieces one is the communications channels you’re sending out your content in the second piece is the timing behind that when things are going out and the third piece is the messaging what you’re actually talking about so it’s, what you’re talking about when you’re talking about it and in which communication channels, you have to have those three things or in my mind, it’s, not an editorial calendar. Okay, james, you’re doing a lot of nodding. Yeah, i would also add to that that it’s important to also have who is responsible and who is the driver for these things and for for our content calendar anyway, because if you have a lot of people using it, you need to know who to go to jazz questions about that item who’s going to be in charge of posting. It so i think it’s also important to have that, and then i i also would add that making sure somewhere maybe it’s, not in your exact tool, but we’d like to put it in our tool is to also include your audience so that, you know, for each item in your editorial calendar who the audience is going to be, that that’s the right who the messages that particular messages for yeah, but to be very specific about it. And so we you could even do it, split it out by channels so that if you have different audiences on different channels, but the for me that it’s very important to be specific about the audience. Okay, okay, laura, anything you’d like to add about what belongs in our calendar. I think those are pretty much the basics. And then, uh, we sometimes layer on top the pushing out to social and so you could use your calendar as a tool to track so again the channels. But yeah, tracking them twitter and facebook, as well as a block poster newsletter. Okay, okay, very good. What? Yeah. So? So where were you? We’re developing a calendar. That’s got that gun, each message or each campaign? I mean, does it have has our campaigns that also has messages within the campaign? Is it? Is it that granular? I think that’s going to depend on your organization. You know, whether that’s the way you messages through a long campaign and that’s, one of the things we talked about was the long term planning. You can stretch the campaign out over time, but not that’s not gonna fit all or yeah. Okay. Yeah. And i would just add that for us, it does include every message. So for example, we had campaigner on giving tuesday. That was a video campaign, and we had a different video being pushed out every day. And so each one of those messages was individually posted on the editorial calendar. Along with what channel they were being pushed out through every day. For how long? How long before giving tuesday did you start this? There were five. There were five videos, and then the whole campaign we started when you got a tease, it let people know things were coming, so yeah, it was about about a week in total for the campaign. Okay. All right. Anything else you want to say about what belongs? What that covers it. Okay. I like the idea of making sure somebody’s responsible for each each item, right? You gotta know who to talk to without responsibility. This calendar is not goingto not going to get accomplished. Yeah, we actually go to the level of kind of the process planning. So not only who’s maybe writing a block post. Who’s got snusz edited who’s going to copy, edit it. Who’s goingto posted who? You know. So, dan, are you? There were a lot of non-profits that only had one person in their communications department. However, so in that kind of situation, you know, you don’t need to write your name on every single box, right? Well, that could be a message for the ceo. That’s i like that. Look at all this. My name is next on all this and expect me to achieve this. All right? Uh, who was involved in adopting this this calendar? Because we need to have make make sure that the organization is going to accept it. It’s going to buy-in, but they need to be a part of the process. I would think that makes it a lot easier to have them accepted, so give you let’s start with you had around, we start to get this thing well, at what stage we bring others in, right? So i think it is going very from organization to organization and then session. We did talk a lot about getting buy-in from program staff because they’re often the source of the content that’s where the really good stories come from and getting there buy-in as content creators really seeing themselves as communicators is really important, but then it’s also important to get the executive team involved because they’re the ones that really need to set the strategy for the messaging and lots of times there’s a lot of conflicting priorities, too many priorities, too much going on, really a lot of mixed messaging and in those situations it’s really up to the management team to provide some direction. But you know, those air, those air, often times for communications, director’s relationships that have to be built over time. And so i always urge a communications department to just do it, do it themselves. Do it to manage their own workload. And then hopefully over time, you’re really making it a much more organization wide tool. Okay, how does it work within your organizations? Get getting the organizational buy-in yeah, yeah, i would just say that i think you khun get people’s opinions, but it really matters the most of the people who are going to be using it the most on the day to day, those people have to be the most comfortable with it and really be the most okay with it. So, yeah, it is important to get by and from other people, but it it could also be a problem when you have an existing tool that is there already. And you have a new staff coming in and the new staff say, ok, this tool doesn’t actually work for me. So it was something that i mentioned in the session that i thought was important. Wass that to do periodic check ins. And maybe every six months, you kind of a gut check and ask the staff are using the tool. Is this tool still working for us? Do we need to add anything to it? Do we need? To consider changing it because just because you’re using it doesn’t mean it’s working. So i think it is also important to have kind of periodic check ins to make sure that it’s doing what you needed to do, okay, get laura has that work in europe? Well, that yeah, that’s one of the things we talked about in the session was was not being afraid to change your tool if it’s just not working in sometimes that’s a little hard to dio, as i was saying, we work in an orgy where sharepoint is kind of designated bi i ity but it really wasn’t working for us, so i did have a small enough content team that we just kind of went rogue, and and we’re using our own solution with trey lo and yeah, yeah, any other online resource is that you want to share for creation of your of your editorial calendar, a valuable patrol? Oh, fan myself. I’ve also used a base camp before they base camp base camp base camp has been useful and something i mentioned the session to was that i thought it was useful to for me anyway. Tohave in one place. Both a project management software and a content countering which trailer could do as well? It’s a certain degrees, you know, but and it starts getting messy when you have lots of systems and lots of tools, so the more you can integrate things or just have one tool that could do most things. There’s, no one to look and do all but that’s. Why i like to i like to base camp for having the project management and also a more robust calendar. I’ve seen a lot of organizations use google calendars very successfully because you can layer them what you can do with sharepoint too. But it but there could be so you could have separate calendars. But then you can have a view where there rolled up and you can see all of the calendar’s together. So maybe you have, you know, one of your silos if you have a siloed organization development or something and maybe program staff and they’re each working on their own calendar with either ideas or post there actually writing and then the editorial staff could see them both together. Get a bigger picture. Okay, xero the conflict points right cd you. Have too much content, too little. Yeah. Okay. All right. Where else should we go with with our content calendar? You know, we have ah, good. Another ten minutes or so together. What? What else should we be talking about? Well, i definitely think in this session, the buy-in was still a big issue. I don’t know give me waited like audience members were having trouble with having getting buy-in yeah, what? I think that was a big one, as well as the too many priorities and not enough strategy. So, you know, i really encourage people to just do it themselves if they’re not getting direction on what the limited number of messages should be or what the strategy really is. I say go ahead and you decide is the communications director and believe me, you’ll get feedback if you do something, they didn’t like it but it’s better to go ahead and provide some of that internal leadership from sort of managing from the middle, then to keep kind of floundering around. Yeah, and i think it also can be very tempting to say, okay, we have this editorial calendar, um and that’s our strategy, but it’s it’s not having editorial calendar isn’t a strategy and of itself, so we did talk about long term planning and needing that strategy, so the editorial counter needs to be informed by a strategy, but i think you can fall into the trap that you have the editorial counter, you’ve put everything on it, but then you forget about the strategy, okay, it’s, when you go over and you do the strategy and it doesn’t match with your editorial caldnear calendar, i think that was that was a problem that that came up in, that those two things don’t planning and strategy aren’t always hand in hand, and i would also just add that there was a fair amount of angst in the room about people feeling like planning than miree resulted in this rigid system that they couldn’t then produce any timely content within on. So, you know, what i always tell people is, you know, practice the rule of thirds, so a third of the calendar should be original curated content. Another third is you repurpose ing your original and curated content, and then you leave a third of your calendar open because, you know, stuff is going to come up, you may not know what it is, but something’s going to come up, so don’t over plan, but make sure you do have strategy built into that original content in that third in the in the repurpose content in that second, third, ok, yeah, that’s, really important. So i used to work for the international rescue committee, and they deal with man made and nature made disasters. And so you always needed to have that flexibility in your calendar. So even if it was a big women’s themed campaign in the spring that you have been planning for six months, you need to be able to have a little bit of room within that messaging to be flexible. If a tsunami happens or an earthquake happens or, you know, there’s, famine somewhere you need to be able to quickly pivot. Teo needs that. You need to react you right away without jeopardising everything else that you’re trying to get accomplished and a good content calendar. As katie said, we’ll leave room for those things. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profit to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. I’m christine cronin, president of n y charities dot orc. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. How do you deal with the case? Where you’ve you’ve got your calendar on dh? The organization is not respecting it. Maybe i don’t know if this is just the buy-in but, you know, other other other teams are saying no, no, no, i need this now, you know, or or some some something comes up from above that comes down from above that is now impinge ing on your ability to keep up with your own calendar, you know? But you respected my calendar when i showed it to you six months ago, and now you’re ignoring it for this other administrative thing or for this program problem or this fund-raising problem. But what you you dissing my calendar? What? What do we do? Stop dissing might stop beating up my calendar. Whatever you do, laura. What? Teo? Well, i think one of the things we talked about was showing people the process of what it really takes to roll out communications to kind of push back on that last minute. Itis because there is a process and it needs to be followed. So unless it’s an emergency coming directly from the ceo, you know, like step off, i can’t make that a priority now waken talk later. I mean it’s a process of education. So gotta make yourself heard. Yeah, i would agree with that. I think the mohr outside players can understand how much times something takes, how much time it takes it posa blogged, or to edit a photo or something that they the constant calendar maybe doesn’t do a great job of articulating that. Like how much lead time you need? Sure, it doesn’t get x product up, so it might be very tempting to say oh, well, you’ve got this big, you know, forge a hole between item one and item to let me put something between those two. And no, i need those four days to get item to done. So i think the education that you have to be able to say no and i need the four days i cannot do that. Otherwise item two will get done. So i think content calendars are not good at that. So that’s where the education piece comes. And james, you also talked about reinforcing it in face to face meeting. So if you have, like, a regular staff meeting where you khun very quickly go over the calendar, then it’s it’s going to start to become more clear. Okay, make it public office. Oh, yeah, we we go over. So we have ah, communications meeting once a week. And as part of that meeting, we review the content calendar with somebody from our program’s staff is balls that they’re aware of what’s going on? Sometimes you do need to check what’s in the plan right now. So i think in those situations, you just need to be very clear and articulating the trade off. So if you’re going to bump something, you’ve been planning for something that’s more timely. You need to actually say hay. We’re bumping this thing way, rescheduling it. Or are we completely throwing the work out? There’s an implication here? All right. And there is no plan for this reason, right? There was a purpose for this. And this is what is not now going to be fulfilled. Right? And sometimes you can use it later. You know, if it’s more sort of evergreen in nature, you just bump it down a month. Other times, you know, it’s lost work. But those were strategic decisions that you have to make and that’s where again, having some executive understanding of the communication strategy is important to help the communications team really make good decisions in those situations because they do come up all the time. All right, when are our boundaries respected? Right? Yes. Like i said, stop dissing my calendar. All right, so you guys spent the you all spent a lot of time, uh, in your session. What more should we be talking about? We’ve got another, like, four minutes for five minutes. What else? Whatever we talked about or what more detail maybe about something we we didn’t cover in sufficient detail. Come on. How’d you do ninety minutes together? What would you do for ninety minutes? Well, we turned it back on the audience quite a bit and had them tell us more about what the challenge is, where they were facing so and then you want share some of those challenges that we haven’t talked about? Yeah, short for detail going. You know what? One of the one of the challenges was also just time straight up. We don’t have enough time. So something that can can happen with a constant calendar, which i mentioned. When i was talking with then you have to schedule into your schedule the time to put things on the content calendars, it becomes another task on your list, you know, there’s another half hour of my time when especially for non-profits i don’t have a huge communications staff, it almost seems like it’s, just another thing that you have to do and there’s only two of you and you need to get everything else done. Anyway, i was thinking even just one yeah, i know we had a lot of people we did a little poland said, how many of you are our team of one? And you’re like a third? Yeah, of people who are just by themselves on, and so i think time was a big thing, but but i think that it content calendar can actually give you back some time, because if you’re it helps you plan longer term, if you’re going to use it that way, and so you, then you don’t have to constantly be thinking, well, what am i turning out next week? What am i posting on facebook on friday? Because of, you know already you’ve already done it, so yeah. It can it can take time to do, but it can also make you use your very precious time better than you would without it. All right, so you think it’s worth doing it for the one person short? I think it’s worth it for the one person shot because it just kind of keeps you accountable for what you’re doing rather than every day saying what my posting today, you know, one of the things i shared was that i originally used to do a lot of winging it, and i had a certain kind of a siri’s of facebook posts that i wanted to do, and every monday i was sitting down and thinking of one, and then when i kind of laid it out in a spreadsheet is like, you know what? I can plan like ten of these and schedule them in advance, and now i don’t have to think about it again, so thinking ahead in a calendar kind of way, actually, it did end up saving me time. Good is it worth if you don’t feel you can put every you know, every facebook post into account encounter having you’re bigger, you’re bigger items. All right, we know there’s gonna be a press release required for this announcement, and we know there’s going to be something coming out of the board of trustees meeting and this month, you know, so maybe just putting the biggest items there, you know, maybe not the day to day at least you got something down, right? You got a framework give me to work from yeah, so like a lot of people will just do their block post in their email, assuming that they’re going to repurpose all that into social and so they don’t talk about every single thing they’re going to talk about on facebook same thing with video that tends to be a little more production heavy, and so you’re doing video. You kinda want to treat that almost like a block post in terms of the production schedule to give yourself the time to do it, but you’re right, there’s bigger chunks of content are usually what goes on the calendar, and then a lot of people just sort of in their daily work process. No, that that’s going to go out on facebook or twitter, what other social channels are using? Okay, all right, laura, why don’t you wrap us up with final motivation? Why this is worth doing well, it’s going to help you see the big picture and it’s going to help you navigate your daily to do list a cz well and i think it’s just going to keep you more confident that you’re staying on task and hitting the themes you want to hit for your communications. Okay, thank you very much. Laura. James givi. Thankyou. Thankyou. Tony there. Lord norvig, digital media strategist that e t r james porter, associate director of external relations at the end fund-raising guide and also author and you’re listening to tony martignetti non-profit radio coverage of sixteen ntc thank you so much for being with us next week. Design on a budget and communications mythbusters. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com responsive by pursuing online tools for small and midsize non-profits data driven and technology enabled pursuant dot com and by we be spelling supercool spelling bee fundraisers, we be spelling dot com. Our creative producer was claire buyer off sam liebowitz is the line producer. Gavin dollars are am and fm outreach director shows social media is by susan chavez. And as music is by scott stein. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. 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Nonprofit Radio for December 5, 2014: Corporate Sponsorship Coup & Board Unity Or Dissent

Big Nonprofit Ideas for the Other 95%

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Gail Bower: Corporate Sponsorship Coup

Gail BowerGail Bower, president of Bower & Co. Consulting, shares savvy strategies for bagging high performing sponsorships.

 

 

 

Gene TakagiGene Takagi: Board Unity Or Dissent?

Should “shut up” be part of your board meetings? Gene Takagi, our legal contributor and principal of the Nonprofit & Exempt Organizations law group (NEO), returns to weigh the pros and cons of dissent on your board and speaking with a singe voice. 

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host i love this time of year, the holiday time between thanksgiving and christmas. For me just a lovely time to be in new york city it’s vibrant people are apologetic and forgiving and friendly that’s ah, great time this this whole month of december love it and i’m glad you’re with me. I’d be forced to bear the pain of e s n a filic, asafa jj itis if i had to swallow the knowledge that you missed today’s show corporate sponsorship coup gail bauer, president of bauer and company consulting, shares savvy strategies for bagging high performing sponsorships and bored unity or descent should shut up be part of your board meetings. Jean takagi are legal contributor and principal of the non-profit and exempt organizations law group neo returns to weigh the pros and cons of descent on your board and speaking with a single voice between the guests on tony’s take two fund-raising day and jack nicholson. We’re sponsored by generosity, siri’s hosting multi charity five k runs and walks i’m very glad that gail bauer is in the studio from philadelphia she’s, the author of how to jump start your sponsorship strategy in tough times. She’s, a consultant, coach, writer and speaker with more than twenty five years experience in marketing and leading some of the country’s most important events, festivals and sponsorships, you’ll find her at gail bauer dot com her sponsorship blawg is sponsorship strategist dot com. And on twitter she’s at gail bauer b o w e r welcome gail bauer. Thank you. Thanks, tony according to be here. Thank you for inviting me. It’s a pleasure to have you you would like us to be tossing out the the gold silver bronze a platinum, i presume. Also platinum. All these levels of sponsorship, these air not meaningful, not meaningful. Yes, they cause the nonprofit organization to give away value and leave a lot of money on the table and a whole lot of other problems. No good. Ok, we’re going. We’re going to dive into that right. So that’s, the that’s, the old model correct and the newer model were calling high performing sponsorships. Sure at high performing organizations, right? So organise a sponsorship as a marketing driven activity for corporations. Has been around for ever non-profit organizations have been a little slow to move in that direction, and there have been a lot of changes and a lot of aa lot of reasons why that’s a good strategy on dh? Slowly there non-profit sectors moving in that direction. Okay, should we start with what value we’re bringing to a relationship? Identifying that, or should we start with who we want to partner with and see what their needs are? Where should we start this? I think the best place for anyone to start thinking about sponsorship is really understanding what the value is that they have to offer. Okay, so that’s that’s, the first place we start looking there and inside. So we’re looking inside now is the board involved in this process way offer. Sometimes the board members are but usually it’s more the staff. The board usually has more tangential roles in sponsorship development. Okay, opening doors, making introductions. Ok, so the networking part of it correctly the friendraising and bringing people to the organization. How do we start to identify what the value is that weaken? Bring to this sponsorship relationship that we’re gonna be going after? Well, an organization needs to do a little bit of soul searching, they need to understand more about their brand, they need to understand, especially about their audiences and who they who they reach, who they interact with, and how and factor in how important their mission ist so those three things the they’re strategy, their brand, their brand strategy there, their mission? Because i don’t want them to do something that’s outside of their mission, and especially their audiences and how they can allow a corporation to connect with those audiences. So those three things to find the value we identify these were putting these in a written package that’s going to be a part of our sponsorship pitch that that’s a good play, it doesn’t have to be that formal, but certainly being able to articulate that value, being able to articulate why a sponsor would want to be connected to that audience needs to be something verbally said it, it’s woven into any written materials as well. All right, so this is the special stuff that we bring to a relationship because we don’t want to just be going hat in hand and asking for whatever twenty five thousand dollars or million dollars, whatever it is, without recognizing, without having the company recognized that we bring enormous value to correct the organization should feel very strong and bold about what they what it is that they have to offer two responses to a sponsor they don’t want yet definitely do not want to feel like a dickens character, you know? Yeah, you’re right. You bring something very special and let’s talk a little more about the people that you reach in your organization that a cz one part of what you identified, the people you reach in and how you reach them, going to say, well, more about the sure most organizations have a lot of different audiences that they work with, serve, interact with, and it can range from the constituents that they actually serve. Two, you know, very high end, very high end but high, highly affluent donors. Eso understanding more about the demographics and the psych. A graphics of all these audiences will then help us point a direction to the kinds of corporations that want toe engage with and interact with these with these audiences. Okay, break that down for me. How does it how does knowing that help you identify where you’re where your efforts should be? Should be leading? Okay, so corporations sell their products and services to particular audiences. They know a lot about their customers or their clients. If it’s a beat, obese or service company, so they’re trying to reach a particular audience segments and many non-profit organizations serve these same segments. So for example, a major donor group, a segment of bay jer donors who are affluent, highly educated, perhaps, you know, skewing a little older. Forty five plus might be a very attractive demographic for, say, a financial services company to reach. Okay. That’s, the alignment, the correct your retirement. Okay, yeah. So we then have to do a lot of research to try to find companies that are consistent and with an aligned with what it is we’re bringing in our package. Correct. How do we do that? So that’s like a pretty big task. It’s a pretty big test. But once you know what you’re looking for it it can go pretty quickly. So you you have to understand a lot about how different industries work. How does the banking field work? How does ah, consumer product company work. What? What is it that they’re looking for? But if you always stay focused on what a for-profit company ultimately ultimately wants is they’re trying to sell something. So the way that they do that the pathway to doing that might take him in a different direction. But they always want to sell. So knowing that can help move your can help you focus your research. All right, if you got i’m interested in like, a good client story, you can share an interesting sort of alignment. Even if it’s not a charity where you help somebody, aline recognize what? What kind of company they should be aligned with and help bring something to fruition. Sure. So i earlier this year in early twenty fourteen i love stories. That’s. Why? Yeah, no that’s. Great. So earlier this year i worked with a home builder association. Actually. And they have ah, a significant anniversary. They have many different events. They produce a home show. They produced various activities and events for the consumer population for where they’re homebuilder. Members could be part of on dh. So one of the things that they did was to partner with a bank because obviously banks sell mortgages, and they’re also trying to reach people that are buying homes. So they collaborated with with a bank, and this was actually a bank that had turned them down for a sponsorship. And we went through this process, help them to find a strategy and build their skills, and especially build their confidence because they had a lot more to offer than they were really recognizing. And they landed a very healthy five figure sponsorship to your deal. Very, very healthy. Five figure of sponsorship for this event. For the next two years. They were so excited. I love that they were turned down and then they went back there, go back the next year, way we went back to two months later, two months because i went, i took them through this training program and coach them through it. And they were a little nauseous. But they they went in and said what i told them to say and they did it. It was go out of the company. How did they persuade the company to give them a meeting? Months after the company had decided it’s not a fit. The board chair actually knew the bank president very well. So that was the end. But what i coach them on is going back and talking to them about their business objectives and really focusing on how they could help them fulfill those business objectives. Whereas before they were doing the gold silver bronze approach, so did they get feedback like it’s. Hard to believe this is the same organization that came to us two months ago that we turned down because they get anything that i don’t think they got that say, although maybe the bank people were thinking that but they were really excited about the possibilities and about the partnership moving forward. Outstanding that’s. A very, very good it’s that’s a great cake store because they got turned down and then they worked with you. And then they got approved. Yes, it was a great i had tears in my eyes when she reported back when it was really awful. And you were in the background. You were coaching? Yes, coaching in the background. Okay. Excellent. All right. We’ll go out a little early for a break. We come back. We got a lot more to talk about. Regarding corporate sponsorship. Coup with gail bauer from philadelphia and we’ve got lots of live listener, love, love it, stay with us, you’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy. Fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals the better way. Welcome back to big non-profit ideas for the other ninety five percent. Got lots of live listener love philadelphia p a we got a couple of people from philadelphia and no one is probably gil’s partner shot out. Teo to barry barry brentwood. We hope that barry be better. Be one of those two were presuming you are. Brentwood, california. Blandon, pennsylvania, near philadelphia, georgetown, texas. Honolulu, hawaii, bayonne, new jersey live listener love to all of you my my grandmother used to live in bayonne, right on the newark bay. Like thirty west thirty first street, i think, right last street, right on the newark bay, new bern, north carolina chevy chase, maryland, oakland, california live listener love it will go abroad very shortly. Skill bauer, part of what you’re offering to accompany could very well be opportunities for their employees. Right, like, maybe volunteering. I’m thinking. Volunteering? Yes. Okay. Yeah. There are all kinds of opportunities for volunteers. Of course. The nonprofit organization has tohave a strong volunteer program put together, which can be, you know, challenging, sometimes for smaller organization. But the corporate side can they love having opportunities for volunteerism? And it could be a great way to expand, expand what an organization is doing. Yeah, and that goes to the point that you don’t want to create something that you don’t have or isn’t consistent with your mission. Correct? Just to achieve a sponsorship. Correct? Because that that sometimes takes you away. You know what way off track? Yes, but it’s tempting it is tempting because you’re being offered money. Well, creating a volunteer program. Well, we don’t really work with, you know, most of our work is all done with professionals. You know, maybe they’re counselors, you know, credentials or something. You know, we don’t have a volunteer opportunities, but maybe we could create it for this lucrative five figure sponsorship. Right? That’s. Bad that’s. Bad thinking. Well, it’s it’s, when you’re working on sponsorship, you always have to be thinking into the future. And sometimes a sponsorship opportunity can come along. That actually can propel something that you do want to move forward too. So if having a robust volunteer program is something that you wanna have happen and you can expedite it more quickly through a sponsorship poke, then yes, that’s. Great. And sometimes it can be a surprise. I worked on the new orleans jazz and heritage festival for many years and the year after katrina sin oko sorry, excuse me, shell oil came in as a sponsor on day one of the things that they did was to provide a very large pool of volunteers, which was really invaluable because if you remember, after katrina, half the population of new orleans left, we could not have produced the festival without without that volunteer staff, and it was terrific, so volunteerism can be really important for an organization what’s we’ve identified what it is we’re bringing, and we’ve identified companies that are properly aligned similarly aligned, who should we approach let’s, say let’s say so let’s start with a large company, but you know your ah midsize, maybe organization, and they’ve got an office in or, you know, some kind of retail outlet or something in your community. You start at the local level, or do you go to the national office? You, if you’re an organization that is regionally or locally based, then you wantto work with the regional or local decision makers. So if they have a retail branch, for example, of a bank branch or it’s a retail. Organization. A retail company, you can get to know the branch manager or the you know, the general manager of the store. But the decision’s probably not going to be made there, though, that that person, depending on the company, could be an influencer of the person who’s making the decision, the decision’s going to be really made out of the marketing or communications or public relations office generally, depending depending on what the opportunity is. For example, if a new organization had an opportunity that was more environmental, they were an environmental organization. It could be made out of the csr office, the corporate social responsibility office. Or if the organization has some kind of a diversity initiative, then it could come out of the chief diversity office. Okay, adversity. Office of interesting. I was only thinking of marketing. I was thinking marketing budgets that’s where this would all be, but not necessarily right. Yeah, it’s usually marketing. But one of the things on a more sophisticated way of working a high performing way of working in corporate sponsorship is to really help an organization leverage sponsorship opportunity across multiple departments within the company. So if we have any corporate listeners listening, tuning in that’s that would be a tip that i would have for them to have to involve as many departments into your sponsorship opportunity is possible because that way you’re getting more value out of that investment and driving mohr business outcomes, not just marketing. This is on the non-profit side, you want to be looking, then at possibilities for maybe diversity volunteer opportunities, which should be hr hr. What else? Corporate public relations if there’s an environmental theme, corporate social responsibility, there could be sales initiatives there. If you had a media partner, they’re trying to drive sales and they’re trying to drive circulation and they’re looking at there could be a content opportunity. There could be an opportunities to bring there the writers or the radio personalities tto life s so there are all different kinds of, you know, all different kinds of channels, so that the idea is for the nonprofit organization to think really broadly and very creatively about all these ways to tie in. Excellent. I love it. Well, now we’ve identified who were going to and and where we should be starting who should? Who should make the initial inquiry? I guess if there’s a relationship like a boardmember, then they should make the first inquiry that yeah, that if you have a really somebody got relations, yes, that would be a good one, but to make the macon introduction or go, you know, go to lunch together, but see it’s, usually the development director, chief development officer, or sometimes there’s a corporate person on the staff of the nonprofit organization so that’s usually the person, if it’s a very small organization than sometimes it’s the executive director. But you want to make sure that the person i had this is another point of having high performing organizations selling sponsorship is you want to make sure that the person has both sales skills and marketing skills. Set your you’re actually in business development when you’re on the corporate sponsorship frontier. All right, why don’t you distinguish the two between sales and marketing? Yes, well, marketing is attracting people to you, and sales is actually selling going in closer yes, selling enclosing something. Yeah, and with corporate sponsorship, the type of selling that you’re doing is more of a consul. Tate of process. You’re building a relationship. You are, you know. Challenging the organization or the company and really helping to drive their business goals. So there’s a lot of relationship building and trust building that has to happen. This does not have to be around events, right? Event sponsorship. No, i mean, it works very well for sponsorship marketing. The hallmark of corporate sponsorship is that it’s experiential. So so that there’s a face to face interaction, that’s involved with it. But there are many ways that programs could be tied into it or other marketing initiatives or other kinds of opportunities within an organization and could very well then be longer term. Correct. I think you had said in the example you were talking about the building association, um, wasn’t that the homebuilders association one that a couple of year because there are a couple of sponsors that was a two year sponsorship for their home show, right? But it could there could be annual sponsorships that happened for organizations as well. Oh, so the event was a part of that? Correct. So it could be an event and just not stop with the event, but it continue, like could be leading up to and could be after, right? The that particular case, they sponsored boat two years of home show that that’s what that’s what? I just think that a lot of times the constraint is on ly around events were hosting an event, we need sponsors, right? And you want people to think broader than that? Correct ideo because you’re otherwise you’re missing opportunities you when you’re starting sponsorship, it takes a lot of propulsion to get your sponsorship program moving, so you want to focus on your best opportunity? You don’t want to waste time on a smaller opportunity, so you want to put more eggs in the baskets that are going to drive the best results and then and then keep building up these other opportunities. So if you only have one significant event and it seems to have a lot of potential, i would focusedbuyer rather than dispersing my energies across other opportunities. So for example, i’m working with an environmental organization in philadelphia right now, they’ve got one new event to other events that they’ve been building and building, and there are undoubtedly others opportunities for sponsors within their organizations, but we have been just been focusing on those that that new event in the other two events that they’re trying to really build. All right, you’re back in the meeting now, first meeting introductory meeting a lot of listening, i presume a lot of listening eighty to eighty percent of your time should be about listening twenty percent of your time should be talking. All right, what what kinds of questions are we asking so that we get answers and have things to listen to? Yeah, so that there are three things that you want to be doing when you go into a sponsorship opportunity like this and into this kind of discussion number one you want to build trust, and we build trust by having that other person and that company’s best interests at heart, especially that person, because that person is going to be making the decision. And so you want to be building a relationship and one part of this twenty percent of your time, you’re doing three things. You’re enthusiastically conveying information about your organization and about this opportunity, and you’re asking really good questions which i will get into in a second. You’re asking really good questions that are going to help you uncover the business objectives. Of the sponsor and at the same time build that trust and build the relationship. So you want to ask more questions about what their business objectives are? What are they trying to accomplish in there? Marketing plans for twenty, fifteen and beyond? You know, if you’ve done your research, you may have found just the perfect hot button that is something that they could focus on. So for example, maybe there’s a new product launch or there’s a merger that’s about to happen when either of those two kinds of situations and many others happened there tend to be more marketing dollars available, so you want to find the one, you know, the key priorities that the business has coming up, all right? And in the other twenty percent while you’re talking, you’re making an initial pitch, but, you know, trying to close this is just an introductory meeting, but but you’re trying to explain the alignment between your organization and there’s, correct? Yes, and you’re you’re enthusiastic leak, you know, conveying information about what that sponsorship opportunity is and to, you know, to sort of have corroborated what you’re thinking is the right approach for them. Yeah, so and then you’re asking questions, and as they’re talking, you’re listening and listening internally to think, yeah, i’m right on this, this this this event is, you know, this priority that they’re having is exactly what i should be focused on. All right, now you go back, you had your first meeting and let’s say, you know, there’s, some interest, okay? Basically, the the tenor of it is let’s keep talking, you go back, and now you’re obviously putting together everything that you heard and weaving that into what you’re trying to get out of this correct. And so if you’ve left that first meeting and there’s equal enthusiasm and they, you know, you feel like you’ve gotten all the information that you need, then you would go back and you would develop a proposal for them, and you would give them lots of different suggestions, you know, several different options and let them choose how they might be involved with your organisation. And so in the proposal, then you had outlined the different ways that they could be involved different opportunities that you’ve defined in the process of developing your sponsorship strategy for your organization. Now, if we’re not allowed to call these gold silver bronze? How are we explaining what’s available and what it would cost? Ah, well, in the proposal, you’re outlining what? You know what the value is, what the benefits are for each of the different options, and no, you don’t want to call it gold, silver, bronze, but you want to make sure that each of these different opportunities number one drives some business goal of the other theirs, and that integrates the company into something of the organizations, whether it’s a program or event let’s just taken event for now. S o, if you wantto weave it into the event in a meaningful way so that the the sponsor is really contributing something valuable to the event. So, for example, a long time ago, i worked with gibson guitar as a sponsor of one of the events that i was involved with fender, i prefer fundez yeah, fender was involved offenders involved too, but they weren’t you know, not not this year. Yes, gibson was involved, and so an idea that we had we didn’t have time to execute it, but one of the ideas that we brought to them was, wouldn’t it? Be great. Gibson has a lot of endorses and so we thought would be really great if we had an area where there endorses who are also playing on the festival’s could sign autographs. So you want to bring something that’s really meaningful to the event? Not just, you know, slap logo’s on things. Was that for the new orleans jazz and heritage festival? Yes, it was. With all right. Now we have presented the proposal, and it has happened with the client that you worked with in the home building association. Now we get a no way. We thought, you know, there might be something there, but we don’t see it any longer. Well, that can happen. So you have to go through a lot of you know, you have to go through a lot of prospects at the door. Might still be open door. Might still be alright. Let’s, continue with this prospect. Yeah, definitely need a pipeline. Right? You need to close a hundred percent, but let’s, continue with this one. Um we’d like to know what? What is it that didn’t doesn’t appeal, right. Exactly. So when you get that far along it’s, you know when you’re to the point where you’re writing a proposal. There’s probably pretty good interest, but if there’s not interest, suddenly yes, that that’s a great approach. You want to find out more about what what went wrong or why they’re not interested, or perhaps there’s a question? Or maybe they don’t understand something, but usually the response people get is that they wantto learn more about the they want to explore the costs more. They will come back and say, well, we don’t have this, we don’t have fifty thousand dollars in our budget. We’d rather do forty thousand dollars where we only have twenty thousand dollars or something, but still encouraging exactly. We can offer you less exactly for lower dollar direct, right? So that that’s what you do is just negotiate. How do we come up with these numbers that were going toe put two different alternatives that we’re offering is it’s strictly based on what our needs are if you just did. But based on what your needs are, then you really wouldn’t run a prophet in in having corporate sponsorship. S o there’s pricing sponsorship is one of the trickiest things to discuss because it’s one part art. One. Part science there, about two minutes left. Yeah, so it’s, based on it’s, based on the value that the sponsorship is delivering to the to the organisms that tough to pin down. Yeah, so there is some quantitative value. And then there are some qualitative intangibles that are factored in and that’s. Part of the strategy that you would develop is toe also developed the pricing strategy as well. Maybe other organizations could be helpful to you who have who’ve, or is there not really going to be willing to share so much about their details of their sponsorship? Sometimes other organizations air charging so little that that’s, not helpful. So don’t follow other people off the cliffs, correct? Let me finish with what it is that you love about the work that you’re doing twenty five, thirty years in in sponsorship work. Yeah, i’ve done every side of sponsorship development work, i’ve helped sponsors secure deals, i’ve sold sponsorship, and now it just brings me really great joy to see organisations you know suddenly have a paradigm shift and then be able to go out there and boldly, boldly go where they’ve not gone before and generate more revenue and really propel their organizations forward. And it just i really just gets so touched and so excited when somebody gets what i’m saying and they’re able tto to move their organization forward in that way. It’s it’s really thrilling your passion is clear. Gil bauer, you’ll find her at gail bauer dot com her sponsorship blawg is sponsorship strategist dot com and you can follow her on twitter at gail bauer. Thanks so much for being guests. Thank you. My pleasure. Thanks. Next up is jean takagi on board unity or descent? First generosity siri’s they host five k runs and walks small and midsize non-profits can’t get enough runners. Tau host their own event. You’re going to have twenty five people thirty you can’t host an event like that generosity. Siri’s brings the small and midsize charity community together so there can be a fun and valuable fund-raising run walk in new york city where i am seed their event. Just last month, there were twelve charities raised over a hundred fifty thousand dollars. They hosted one in philadelphia, nine charities raised over seventy five thousand dollars. They offer, you know, fund-raising portals and dashboards and social media tools and, ah, charity support team that you actually talk to. But all of that is to just bring small and midsize shops together tau host valuable fund-raising run, walk the events coming up in new jersey and also miami, florida. Dave lynn is the ceo. Please tell him that you’re from non-profit radio, you know, i like to talk to pick up the phone and talk to people seven one eight, five o six, nine triple seven if you prefer generosity siri’s dot com my video this week highlights to fund-raising day videos and also a jack nicholson movie on how aloma shared ideas about upgrading donors and marcy brenholz and i talked about thanking donors so that they’ll stay with you you after year and keep on giving. I played both of those on the show not too long ago, but i also want to share the fact that there is video of those two interviews from fund-raising day and the jack nicholson movie that i recommend is from nineteen seventy four it’s an excellent murder mystery, and this probably gives it away. It co stars faye dunaway and if you want to know what that movie is that i’m recommending, you have to watch the video. The video is that tony martignetti dot com that is tony’s take two for friday, fifth of december forty seventh show of this year. December already jean takagi, you’re out there, right? I am. Honey, i know you are. You’re the managing attorney of neo, the non-profit and exempt organizations law group in san francisco. That’s still true, right? Absolutely. And fire yourself. All right. And you also still edit the popular non-profit low block dot com and on twitter, you’re at g tak gt a k right. All correct. Okay. Just like the check. Double check the biographical information every every once in a while. And plus, being an attorney, i don’t like to ask questions that i don’t know the answer to, so i knew that was all correct. All right, gene, we’re talking about unity and dissent on your board this arose from, although we’re not going to nit pick the details of this, but this arose from a university of virginia proposal that that board members silence their descent and there was a little bit shocking for some people to read in the paper when they read about ebba talking about so sad, discouraging or actually prohibiting dissenting board members from publicly expressing their view. And that was just a proposed policy that somehow got released to the public, and some people were very, very upset about it thinking of it, a censorship on dh that caused them once, you know, the public was made aware of it. There was all sorts of articles in the washington post and other newspapers about it, and they rescinded that part of the proposal, but they kind of added a more common governance thought after about well, you can talk about your descent publicly, we won’t. We won’t chill that from happening, but once a decision is reached by the board. The board members each have a responsibility to ensure that the board’s actions and decisions are successfully implemented. So they really downgraded their initial thought. But it was a a source of a lot of controversy at the time. And i think it’s a really interesting subject. Yeah, i love that. Some dissenter released to the public, the non dissenting policy and that there that’s interesting at virginia. I just this is just a small detail, but they call their board the board of visitors. I thought that was interesting. Hey, i i i do it. Well, i don’t know what the historical artifact of that is, but it is their governing body. Yes. This’ll all go back to the days of this is from thomas jefferson, i think is the founder of via university that’s what a little bit ironic and some people’s mind about, right? You know, quenching public dissent? Yeah, this statesmen who spoke out of, um and they’re doing just the opposite. But askew said it turns out they’re not doing it, that that part of the proposal was was killed. There is, in fact, value in diversity and dissent. On aboard, right? Yeah, absolutely way need tohave open discussion then, in a lot of governance, experts will say having a culture that encourages open dissent is actually one of the most important indicators of bored effectiveness, the opposite being, you know, usually a culture of group think and rubber stamping one person’s decision and all just sort of reinforcing, you know, the first point of view that comes up rather than actively debating and thinking about, you know, critically thinking about what would be the best decision of the board amongst all of the possibilities. So so every board vote should not be one hundred percent in unanimous. In fact, it’s you’re saying it’s a good sign if there’s there is disagreement. Yeah, but, you know, from from time to time and that’s, you know, a pet peeve of mine and many other lawyers that work with non-profit boards to see by-laws that say board actions will only be taking taken if there is a unanimous vote in favor of aboard actions. That’s part of it really just chills, you know, the board from discussing, you know, individual boardmember from discussing their dissenting opinions. That’s part of some by-laws of some organizations, that has to be a one hundred percent vote. Yeah, i, um i got is an uncommon to find consensus. A required vote. Teo get bored. Action. Well, but consensus could be an easy majority or two thirds or something, but but you see it often that it’s one hundred percent unanimous requirement. Yeah. It’s not uncommon. I wouldn’t. I would i would say, you know, it’s, not the majority of by-laws permit that, but certainly i’ve seen several, uh, that that require one hundred percent consensus vote in order to take aboard action. And that is to promote their culture. What they feel like is a culture of unity. Mmm. All right, there are ways of dealing with the descent in a in a board discussion on dh valuing the honesty and the openness and the diversity if you just if you just manage and facilitate the conversation yeah, you know, you’re absolutely right. And i think it takes a really skilled chair of the board or whoever is the presiding officer at the board meetings to really encourage that. That dissent without letting it, you know, devolved into infighting and ah, and, uh, a culture where nobody wants to be there. And everybody is apprehensive about showing up at the next board meeting because there is that culture of stress and tension and disagreement. So it is a bit of a balancing act, and i think it actually like many, many things take some exercise in some effort. Teo, create that culture of open dissent where, you know, people can descent. This takes place in families too, doesn’t it, tony, especially in italian cultures, open dissent and at the dinner table, but always mine afterwards. Yeah, i went after the thanksgiving dinner at my cousin’s house. When, when i was walking down the sidewalk in getting into the car to drive home, i realized how quiet it was. I felt like i had been in a springsteen concert for, like, four hours. And then i was back at home and my ears were almost ringing. Yes. So there’s a healthy descent at least among my cacophonous family. Yeah, for sure. And my part of the family. And i have ah, through marriage, some italian family as well. Yes, it is this healthy dissenting atmosphere, but it’s very vibrant it’s encouraging of discussion. Um, and at the end of the day, they can move forward. So, you know, creating that culture is not necessarily the easiest thing, especially for non-profit board, who may not meet so often like the way family gets to meet andi, everything gets remedy, you know, the next time they have dinner. But when you meet, like once every other month or once every quarter ah, and that’s, the only time you see these people, you may be a little hesitant about, you know, starting a fight by by presenting a dissenting views. So i think it takes practice. And, you know, one way you might practise is and there’s some dangerous to this as well. But in short, formal, just say creating a doubles advocate for a particular issues, you know, and particular issue, maybe where the board all seas, the thing you know, in the same light and would all vote unanimously in favor of it. Maybe at that time assigning one person to just raise issues and take the other part and encouraging discussion to see what happens. And you may end up with still the same opinion, but aboard that’s learned to discuss things a little bit more. Vigorously and critically look att issues and way ah ah, conflicting viewpoints, there’s a policy governance model from interestingly, from a married couple, the carvers that has some very good ideas for howto manage this whole process and maintain good governance. Yeah, and they’re they’re aspects of the carver policy governance model that i really like, and it is a model that encourages discussion, even passionate disagreement, i think they say to rip represent the diversity on the board, hopefully the diversity in all kinds of ways, on the board, with different perspectives in different ways of looking at things. But i think part of the model says is once you’ve made a vote, you know whether it’s a unanimous vote or if it’s a five for a slim majority vote and that’s enough to take board action, the ceo and the staff have got to treat it the same way. It’s a board decision in favor of going a certain direction and that’s what needs to be implemented. And so the carver model goes on to say, you know, if a boardmember descent, you know, with that, well, you should absolutely record that descent. So in a five, four vote, you’ll record those who have presented their dissenting opinions, not necessarily by name. However, if they don’t want their name to be to be entered into there, if they’re minutes or public, they may feel that that might, um, chill feature board discussion if they’re not in the majority. So, you know, it could just indicate that there was a five four vote and anybody who wants to be on record as dissenting should have their name recorded otherwise, maybe not, but if if if you do disagree with it and you want to go out and publicly say it, we don’t chill that process, you let them say that, but they’ve got to balance that with a duty of confidentiality, so they have to make sure that they’re not releasing confidential information out there. They have to be careful of not chilling board participation in future discussions. So if they go, you know, john smith disagreed with me, and he came up with all sorts of terrible arguments in favor of that. Well, that’s not going to be a healthy way to descend, you know, naming out individual board members who disagreed with you and, you know, taking down their argument without the chance for them to present the other side. And then i think what’s important about the carver model. The balance is that if a boardmember disagrees, they should go on to say, on the record, whoever they’re speaking out to in the public, that the process used by the board with proper so they disagreed, but they were in the minority. But the process used was proper to get all those things out there and that hopefully we’ll create a good culture of open dissent and ability to express dissenting views in public without harming the organization. All right, there was a lot in there that this is getting into the details. Very interesting of good governance, right? I mean, a lot of times we talk about good governance and it stops with well, you should have a conflict of interest policy. You have a whistle blower policy document retention. But this is getting into the process of board meetings that created good governance and proper oversight. Yeah, and you know, onboarding typically take actions and board meeting. So how boardmember ings air run? How their chairs, what type of discussions you choose toe have. Board meetings when in the meeting do you take your, you know, place your most important discussions? Maybe it shouldn’t be approving the board minutes right at the front where everybody, you know has the energy to vigorously discuss important issues. Maybe that gets put in the back. So prioritizing what you’re goingto, you know, discussed at the board meetings and creating that culture of open descent and possibly allowing everybody toe argue different points beforehand, circulating that in the board agenda and sort of meeting prep materials would be a very good and healthy way to get bored to be able to discuss the most important things to the organization because boards are ultimately in charge of the organization. You mentioned the agenda, and this ah, this carver policy governance model, which, by the way, you’ll find it. Carver governance dot com has something to say about the agenda who should be creating the board agenda because that could that could be a source of of dissension also is what belongs on our agenda for the month or whatever. For the for the meeting. Yeah, that’s, that’s absolutely true. I don’t actually, i’m not familiar with how, how carver’s model treats who will create the what’s? What typically done is is bored chairs. After conferring with the executive, the executive director’s, ceo of the organization developed the agenda. But i think knowing what i do about policy governance, it is openly encourage other board members to chime in as the chair developed the agenda to figure out what topics are most important to the organization and figuring out at that point how to proceed with finalizing the agenda and the meeting materials beforehand on dh that’s, very consistent with what carver recommends in there in there model, which is that the board developed its agenda. Not that the ceo create the agenda for the board. Yeah, you know, that’s, uh, i don’t wantto go too far off, but that’s sort of the problem with when the board acts by written consent because whoever drafts that that consent and circulates it is possibly planted just one point of view and argued only one side of it. And that can be very persuasive. And nobody has had a chance to look at the other side. So developing an agenda with only one point of view can make things look very, very one sided in developing organisation that just rubber stamp the chair’s decisions. Okay, we’re going to go out for a break for a few minutes. You mentioned a consent agenda for the break you’re in, george, in jail for that, and we come back. I’ll offer you a quick, a quick parole stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they are levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests are there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. Duitz i’ve got more live listener to love to send out ottawa on ontario, canada, ottawa, the capital city of canada welcome live listener love to ottawa in china we’ve got coming! Ni hao my first guest, gail bauer, did some work in china for the great wall foundation. I believe it is. I know she did work with a couple of clients in china. We’ve got hanoi, vietnam, we’ve got turkey, germany and seoul, south korea on yo haserot turkey and germany. I’m sorry, we can’t see your cities your mask, but we know that your country is represented live listener love to you and naturally podcast pleasantries, everybody listening in the time shift wherever the heck you maybe arjun takagi the you didn’t actually say the phrase consent agenda. I put that together for you and locked you up in george in jail, but you said consent and you were referring to agenda, so i’ll give you half a break. So could we explain what consent agenda is sure, andi, you know, i didn’t realize that i did not say that i thought i was accused and i was guilty, okay? But i don’t think we’re a consent agenda. Is basically a group of routine, typically procedural, self explanatory, noncontroversial decisions that the board has to make, like approving the minutes of the last meeting, approving committee actions that were very non controversial and it’s done all in one action. So rather than going through them one by one and having a lot of discussion about each one if they don’t deserve that discussion, it’s just something that should have been read before the meeting. It’s all presented on the consent agenda, one person moved to adopt it, it gets seconded, approved and then it’s done and you don’t have to spend, you know, half to your board meeting talking about thes routine on controversial board actions that everybody should have read before hand and instead of, you know, having them read it at at the meeting and wasting everybody’s time. Thank you very much. Probation granted a parole parole granted program when how do we know when a boardmember has gone too far? You suggested that its fine for board members to speaking descent as long as they’re they’re not speaking on behalf of the board and they and they say that, but when does a boardmember go? Too far. Yeah. I wish i had one easy answer to that. And i think i mentioned before, you know, balancing against being a balancing that openness against the duty of confidentiality. So not giving away any confidential information and also not harming any individual on the board or sabotaging, if you will, the board action that ultimately was taken by majority vote, even though you were dissenting on it. So if you try to unwind and unwrap it, that that’s probably not acting in the best interest of the organization could harm the organization and their four year breaching your fiduciary duties. But exactly when when you cross the line is not always clear. For example. And if you thought the board had approved an unlawful action both well, that’s going to be you do need to speak out. And at worst case, you need to bring it to the attention of ah, the authorities in much more common cases. Maybe it’s something if you if you feel very strongly about that, you send a private letter out each boardmember and ceo. And if somebody asks you about it, you just say you disagreed with it vigorously. But the process used again was proper, and a majority voted the other way. And if you really can’t live with that decision, think about resigning from the board, okay, the private letter to the individual boardmember is that’s an interesting approach, but that’s discreet but still could be very firm, right? And i think it allows you to state your argument in a way that you can get all your points across the way you might not be able to do at a board meeting when you know everybody’s interrupting each other and there’s this vigorous discussion amongst, you know, five, ten, fifteen, twenty people all trying to chime in in a short amount of time. Would you be asking if you felt that strongly about something for the board to reconsider its decision and have the discussion again at another board meeting? If it’s the type of decision that can be reconsidered, maybe it’s something that’s going to be ah, strategic ah plan for the future and not a contract that has already been signed on dh where you can’t back out of it. If it’s something that far off enough that the board decision can be reversed in the organization can change course without any harm, and then yes, i think the board can reconsider it if if they didn’t get a chance to hear your arguments, perhaps because the board meeting pets short didn’t give a chance give you the opportunity to put out all your points that you thought were very important, sending it in a board letter, at least to the chair of the board. But but possibly toe all board members and and the executive might might be the right thing to do. Do you see money? Occasions? And we just have about a minute and a half left where an outside facilitator could be valuable for for these these kinds of difficult discussions in board meetings. Yeah, you know, i think when when the board starts to disagree each other and creates this culture, not only have open dissent but of open, uh, hostility, yeah, so just where they can’t stand each other anymore, i think you really need to get a facilitator to help figure out the process and howto get boardmember to understand their different viewpoints. You also have tio select board members very carefully not only fruit for their diversity and skills and backgrounds, but also for their ability. Tio operate in a culture that that encourages dissent on where they they’re not afraid to speak out, even if they may not be in the majority view point. That’s, that’s really important in our democracy and certainly in aboard as well my voice just went up like a high school girl like you often voice cracked like a fourteen year old, and i do that all the time. No, but it is very important. That’s a very, very interesting point two to bring in the recruitment process the not only the skill that you might be seeking real estate attorney, whatever, but fitting into the culture of the organization and the culture of the board. I i think that could even be a valid statement for the organisation when it when it, you know, thinks about all of the valleys that it wants to to promote is encouraging dissenting views as a core governance or organizational values sametz okay, jean, we’re gonna leave it there. I want to thank you very much. You will find jeans, blawg at non-profit law blogged dot com and on twitter, you’ll find him at g. Tack again, jean, thanks so much. Thank you tell you, have a happy holiday, thank you very much, you two we’ll talk next month thanks next week, amy sample ward returns you know her she’s, our monthly social media contributor and the ceo of and ten non-profit technology network. She’s. Always excellent. If you missed any part of today’s show, find it on tony martignetti dot com generosity siri’s remember them good things happen when small charities come together and work together. General city siri’s dot com. Our creative producer is claire meyerhoff. Sam liebowitz is on the board is a line producer. Shows social media is by julia campbell of jake campbell. Social marketing on the remote producer of tony martignetti non-profit radio is john federico of the new rules are music is by scott stein it’s cheap red wine be with me next week for non-profit radio big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything people don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist. I took two or three years for foundation staff to sort of dane toe. Add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five.

Nonprofit Radio for February 7, 2014: Corporate Coffers & Committee Confab

Big Nonprofit Ideas for the Other 95%

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Linda Lysakowski: Corporate Coffers

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Linda Lysakowski, ACFRE, is a development consultant with nearly 30 years of experience. She wants you to systematize and formalize your corporate appeals; pay attention to small companies; and be more strategic with cultivation.

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 Gene Takagi: Committee Confab

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m very glad you’re with me. I’d suffer the embarrassment of a calcula if i had to shoulder the burden of knowing that you were going to miss this week’s show corporate coffers. Linda, listen kowski a c f r ee is a development consultant with nearly thirty years of experience. She wants you to systematize and formalize your corporate appeals. Pay attention to small companies and be more strategic with cultivation and committee conned fab jean takagi is back. He’s, our legal contributor and principal of the non-profit and exempt organizations law group neo he’s, all about committees this month. How are bored cities? Different than advisory committees? How much authority should be delegated to them? And what are the pros and cons of executive committees between the guests on tony’s? Take two. I have an abundance of alliteration. Were brought to you by rally bound peer-to-peer fund-raising and by telephone bill reduction consulting. T brc. Getting your money back from phone bill screwups. My pleasure to welcome to the show, linda. Like kowski, she is. One of one hundred professionals worldwide toe hold the advanced certified fund-raising executive designation. She has thirty years in non-profit development, and one of her many books is raised more money from your business community. She’s at linda lissa kowski dot com you could follow her on twitter where she’s at l listen, kowski llc linda, listen, caskey, welcome thanks, tony it’s. Glad i’m glad to be here. Happy to be with your audience today. Thank you very much. I’m glad you are too, and i i think it’s safe for me to speak for them to them, for them that that they’re glad you’re here too. Tell me about this cfr lots of lots of people are cf ari’s certified fund-raising executive, but you’re in advanced certified fund-raising executive right, and they’ve been certified fund-raising executive i used to be able to say i was one of fewer than one hundred, but just recently, with unless couple of months, we accepted number ninety nine and number one hundred into the fold on and it’s really an honor to be counted among the cfr ese it’s. A long, grueling process but i think it’s well worth it in the end. It’s it’s a process that you go through your really dedicated to this profession and a hundred of us at least are on. Did you have to be invited? Teo too do the work to get the a before your c f r ee. Well, the processes that you have to be a c f ar e already. Andi, i have been in the profession ten years or more. And then what makes us a little bit different from the cfr e to see if our reprocesses you take an exam and the review committee looks at your exam and make sure there’s no ethical violations on your record and then you’re automatically approved with e f r ee it’s really a four step process? It’s the application itself, and then you do take a written exam, which is obviously a little bit harder than the cfr e exam. And then you put together a portfolio showing your work and at least two a p f r ee piers will review that portfolio and then the third part of the fourth part of the process is an aural exam. Where again, about three, of your peers will take you through. About a three hour process where you give your oral answers to questions that are thrown at you by this group. So pretty grueling process. Ok, i happen to be a u a c f r ee ultra advanced there’s there’s. Only one of us, though. Come on, that that’s pretty cool. I guess i’m gonna have to try to get to be number two in that group. I don’t think you’re qualified. I’m sorry. Probably not. It’s the next level up, but it sze very secretive. Yeah, like the masons for, like free masons. Usc fr ee. Okay, so i have to learn a secret handshake that well, if you’re qualified. But i don’t believe that you are. I’m sorry. Okay? We’re talking about corporate giving. And specifically, i think small companies. But but before we get into big versus small there’s lots of forms of corporate giving, right, but it’s way beyond just just money. Yes, yes, there is, you know? And i think sometimes we kind of forget the many ways that corporations do contribute to the non-profit world besides e-giving cash, which most of us are familiar with cash or grant, there is in-kind there’s corporate. Volunteer programs, which can be really magnificent for a lot of organizations. And some corporations like to do sponsorship. Not so much of sponsorship of events, but other sponsorship may be sponsoring one of your program. Something like that. So there’s a whole variety of pockets you can delve into. Yeah. There’s also giving of inventory, right? Gif ts in-kind right. Right. Okay. And i’ve had some clients really be very successful with gifts. In-kind i could also tell you a bunch of horror stories about gifts and well, okay, we’ll hold the heart stories, but just, uh well, maybe, but we know that just want to set the ground work. We know there’s lots of different ways that we could be approaching cos on dh. You also want people to think broadly about the kinds of companies they approach. You will identify a lot of under the radar businesses, right? Right. And i think a lot of times we tend to always look at those big companies in our community whether their banks are hi tech companies. But there’s, every community has a couple companies that everybody thinks someone it’s like. Okay, how can we raise some money from the business sector and they all tend to think of a big company. I called the willie sutton theory that’s, probably because i spent a lot of years in banking before i was involved in the nonprofit world. But, you know, they one day it’s really sudden white, he robbed banks and he said, because that’s, where the money is and sometimes that’s the impression that we get some of those big companies about us for all the money is i have no live near las vegas and in our community, it’s, let’s go after the big casinos because, look, i have all this money, and we just kind of roll up with our little plastic cup and asked him to fill it with money, and it doesn’t always work that easy, right? So let’s, identify some of the the under under the radars and you like your name, like pest control movers, landscapers, right? Small, small companies that are often get overlooked by the way that that willie sutton story according to wikipedia, he didn’t really say that. That’s a pocketful. You know, i just heard that recently to that it was actually a reporter who described that statement. To him, but by still called the willie sutton xero describe doing me whether he said it or not, i don’t think we’ll take away your cfr designation because i hope not it’s, not that that’s, not really an ethical breach. It’s, just a little fib a little fairy town not doesn’t reach the eye to the level of ethical oversight, i guess in the next edition of the book will have to say that statement was described to willie said it or not, ok, let’s, talk about some of that well, how to get started with this. I mean, i would think now we have lots of different size companies on we have lots of different ways that we can approach various sized companies, so that creates a lot of variables. Should we be starting with what our goals are? Starting with gold is always important looking at how many companies, realistically or in your community, how many you think you might be able to reach and that’s going to be based a lot on how many staff and or volunteers you have to reach out to that business community, and i really stressed the word volunteers because sometimes the staff people think they have to do this all by themselves, and i have found that the best way to reach the corporate sector is tohave appear make that peer-to-peer solicitation. So if you have volunteers on your board, your development committee, a special committee that set up just to do a corporate annual appeal, you be able to use what i call the five to one rule, and this is a pretty common thing and fund-raising that no one volunteer is to make more than five calls when you’re talking about going out, personally visiting with someone and that’s what we’re talking about because personal solicitation is really the only way to get to the corporate community. I find direct mail doesn’t work, and most of the time, phone calls don’t work because the decision makers don’t take phone calls or open mail, okay, you through a lot of stare in terms of volunteers and how to approach and whether events versus one on one is best. So we’re going to unpack that we’re going to take a break for a couple minutes when we come back. Linda and i well, keep talking about corporate coffers stay with us e-giving thinking, duitz co-branding you’re listening to the talking alternative network duitz waiting to get a drink. Duitz nothing. Cubine do you need a business plan that can guide your company’s growth seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our culture and consultant services a guaranteed to lead toe right groat for your business, call us at nine one seven eight three three four eight six zero foreign, no obligation free consultation. Check out our website of ww dot covenant seven dot com oppcoll are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam lebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. You’re listening to the talking alternative network. Buy-in welcome back to big non-profit ideas for the other ninety five percent. Time to send some live listener love stew start domestic new york, new york, minneapolis, minnesota, new bern, north carolina live listener love to you, seoul, korea got many people in seoul and others that are whose city is masked. So soul i wonder if you know the three or four people in seoul who are listening. Or do you ah, do you all know each other? I wonder. Can non-profit radio bring you together in soul? And of course, for our korean listeners on your haserot many in japan, tokyo, ujiie and one or two others were not sure who are who are masked japanese sorry to our japanese listeners. Konichiwa. Ok, linda, listen, kowski let’s unpack some of that stuff that you let us into let’s begin with how to approach the companies. You you suggest in in your book a cultivation event? Yes, i think cultivation events are a great way to get to know the business leaders and have them get to know you. Lots of times. The organizations think they just go knock on the door or send a letter and suddenly they’re going to raise all this money from the business sector, but these businesses a run by people, we have to remember that, and people need to get to know your organization before they’re going to support it. So i’ve had some very successful cultivation events were business leaders are invited in, always hosted by another business leader not hosted by your executive director or someone within your organization. And i think that’s one of the keys to success here is who does the invite king? I remember one working with the homeless shelter group, and they had keep business leader in their community, invite other business leaders in they thought they’d get about twenty, some people. They sent out seventy five invitations, and just about everybody they invited showed up mainly because of the host so that’s a big teo successful cultivation event. You profile that example in the book and then go a little further and talk about how how moved the breakfast attendees were yes, what we did was we started this it’s seven thirty in the morning and on the east coast, especially of the united states, i think you know, if you want to get business. Leaders have it first thing in the morning because they want to come in, get out of there and get back to their office before the day gets away from them. So we had a seven thirty eight, fifty eight, fifteen very brief agenda. We just kind of explained a little bit about what the shelter was homeless shelter, what they did, but the figment really sold these people was a tour which was led by a former guest of the shelter who was now gainfully employed at his own apartment. And when he took these business leaders around and showed them the shelter and said ice asleep over there in the corner, it really hit home that this organization was doing something valuable for its community, that it was turning people’s lives around, then it was making the business environment better. So of course they were really eager to support the organization, and some of them wanted to write out checks immediately, even though we had said that we’re not asking you for money at this event, and we actually didn’t take their money. We said, no, we’re going to come back to you later, but you know, we just want you to see the shelter and see what we’re doing here, and it really made a huge impact on that community talking about business leaders, companies what’s your experience with professional practices like lawyers, maybe dentists, orthodontists i think that’s another category i usually often call it business and professional again. I think the best way to get to doctors is through another doctor in the best way to get the lawyers is through another lawyer. These are all really busy professional people, and they don’t often have a lot of time, but they will make time to speak with a calling. So the key is getting your volunteers who can open the doors to these people and that’s, how you’re going to be successful and what’s our next step then after this cultivation event, which moves people i love the idea of hosting it on site that’s, that’s just so brilliant instead of having it at a restaurant or a hotel or something having if you have a facility where you can tour people around, i just think that’s a very is you cited that could be really moving what’s the next step after the after the event the events over now, okay, after the event, then one of the things that i suggest people is that they hold an annual corporate appeal involving volunteers, and what we did, for example, with that shelter is the volunteers who were so excited about it. A zay said some of them wanted to write out a check. A lot of them said, hey, when you’re ready to go out and talk to people about contributing to the shelter, count me in. I’m ready. Teo, help you with this project. So we developed a list of volunteers based on that cultivation breakfast and those volunteers all set. Okay, i’ll see these five people. I’ll see those five people. And we organized a really well honed annual corporate appeal and there’s a whole chapter in my book outlined how you go about doing that, it would probably be take up the rest of your show. And maybe the next three shows teo, tell everyone how it worked. But the key is involving volunteers letting them choose who they want to go see and seeing their peers. Because that’s, what gets you in the door and that’s what’s going to get you? The money. You need a long run. I would like people to know, too, that the book is very detailed in terms of how to go about these steps that has a planning timeline and a sample invitation and a questionnaire for after the after the event. So there’s there’s. A lot of good advice in the book and detailed advice. And linda, i think, did you wantto offer a listener discount? Tio? Anyone who’s interested in the book raised more money from your business community and within the next couple of weeks also have an accompanying workbook. Be released. Raised more money from your business community this year. That gives you step by step directions on and that code. If you go to charity channel dot com and look at the bookstore you just put in the code all lower case, linda al i n d a twenty fourteen books, and you’ll automatically get a fifteen percent discount not only on that book, but on any other books that you order at the same time. So okay, so you go to charity channel dot com and the code is linda twenty, fourteen books. Right? Okay, usually i like to see, that could be non-profit radio or tony rocks or something, but linda, think about linda twenty fourteen books we’ll work, it’ll get you the fifteen percent. Of course, if used tony rocks, you get thirty five percent. But buy-in but not this. Not this time around. All right, so we’re talking about volunteers. Volunteers are critical to the success of this. Do we need to train these volunteers? Oh, absolutely. Even though volunteers maybe radio i’ve done this a zillion times you want to i sort hesitate to use the word training sometimes because nobody thinks they need training, but we always had a kickoff celebration where we invited all the volunteers to come in. Somebody in the organization made a compelling case for support, and when i worked in the university, for example, we would have a student come in and talk about the fact that they were not there on scholarship, they wouldn’t be able to afford the university. So we have somebody that makes a compelling story for why we’re doing this, why we’re raising money and then you do need to give people some basic guidelines about, you know, how to make the call and how to fill out the pledge forms and when to make a report back to you. So it is there’s some work involved in it, but i think it really can be very, very helpful if you can get these volunteers in twos and excited just again remember that these are business people, they don’t want toe meat for three hours at a time, they want to come in, probably first thing in the morning and have a meeting that’s over within about an hour to an hour and a half and make it is easiest possible and keep your timeline short don’t give people a six month time frame, they’re only making five calls, and they should be able to do that and about a six week time frame. You recommend a five call limit because i presume you don’t want people to be overwhelmed by a list of twenty or twenty five names or something exactly what happens is something you all we have, some over enthusiastic volunteers payable. I know this person and i know that person and give me fifteen or twenty calls, and what happens is they never make any calls because fifteen or twenty just too intimidating. They pull out their list and they say i’ll work on that tomorrow. I don’t have time to think about it today, so if you give them five it’s a very manageable number now, i wouldn’t say we never she sometimes we have somebody who only makes three and that’s fine. If they’re three quality calls, sometimes we have somebody who could do six or seven, but i try to keep it to five to one because that’s a pretty realistic number and it’s proven to work. What if the person comes back and says i’ve done my five tonight? Can i have five? Five more were ready to do what? Okay, yeah, so you will give them or after their dahna naralo e-giving five to start with, okay. After they’ve done their initial, they can they can come back with more. Okay. And and what are they asking in these calls? Well, they’re there, then, presenting a case for support, which shows that you have various ways that businesses can support you. They can give a gift. They can restrict a gift, maybe, for example, to scholarships for school. Something like that, they could give a gift in-kind i’ve had some organizations that have been ableto build about a third of their building because they had everything donated from landscaping to excavation to furniture, toe windows to cement so you could get gifts. In-kind you can get cash, you can get other volunteer support, but primarily we’re looking at things in effect, the bottom line, so we’re looking at cash and give in-kind mostly all right, why did you tell one of your gift in-kind disaster stories? If if it’s not too long, well, i could give you a couple of them just one one took one pick the most of that, i think is probably the most interesting one because i live in the state of nevada, i had someone offer, give this wasn’t really a gift. In-kind it was a cash gift, but they had a real struggle was trying to determine if they should take a gift in-kind from a brothel because here, it’s illegal business in many counties so that they’re not offering gift in-kind are they okay with things that would really be quite interesting? Yeah, i mean, but gives in-kind i’ve had gifts of land offered which needed a half. A million dollars worth of oil remediation, that’s a gift in-kind you probably don’t want to take well, yeah, because you don’t want to have contaminated soil. Tohave teo remediated, but you’re glossing over the brothel example, but i we’re going to linger on this for a couple moments. I thought you might find that one interesting. Yeah, well, you were right because i go to the lowest common denominator. You know, mike sense of humor’s generally basin lowbrow in the gutter. Andi, i’m proud of that. S o have have you had clients offered gifts from from brothels? I have and some have taken them, and some haven’t, because they said they’re not doing anything illegal in that particular county, but others don’t take them because they feel like it flaunts the mission of their organization. But the pto gifts in-kind and unusual gifts like that are you have tohave gift acceptance policies in place that say what you’re going to accept and what you’re not going to accept. Interesting. Right there is the issue is do we want to take money from organizations that are contrary to what are companies that are contrary to what our beliefs are? What our mission is about that could apply for, well, really could apply in just about any circumstances, but i’m thinking particularly of, like domestic violence, possibly or health related charities, certainly any of the faith based religious charities and that’s where, you know, you really need to be careful about what you’re going to accept and the things that volunteers need to have before they’re asked to go out, make calls, they need to know what kind of gifts you’re going to accept. What other kind of support does the organization have to give two volunteers that are making these five calls? Well, i think they need to have a staff that’s going to support these volunteers because volunteers are going to i guarantee there’s a volunteer they’re going to call you say, oh, i’m supposed to make this call today, but i lost my my information that i was supposed to hand out can you send me another fact sheet, or can you send me another pledge card? I don’t have one and i have an appointment this afternoon, those of the kind of things that staff need to be there to support people and i think most importantly, what you need to give here’s a program that’s worthy of support. If they feel in food that your program is really doing a lot of good in the community, they will be proud to be part of your team. That’s going out asking for money so that to me is the most important thing that you need to provide volunteers. How about the chair of this annual business appeal? How do we how do we make sure we have the right chair person? Well, that’s a really important that because you wanna have a chair person that is well respected, well known in the community, can command respect is enthusiastic themselves. I had one gentleman wants to volunteer for a volunteer firefighters group, and he showed up at a meeting with and this is a top ceo in the county. He showed up with a fire helmet and red suspenders because he was so into what this would do it. He didn’t even take the time to change that e one to make his commitment well known that he supported the volunteer firefighters. He thought they were doing fantastic work, which they were, and his enthusiasm was contagious. Everybody else got excited about the campaign because he was excited about it. Outstanding. Okay, um, we have just a couple minutes left. Linda, tell me what it is that you love about the work that you do and you’ve been doing for for thirty years. I think what i really love the most is being able to help people fulfill their missions and so many of the things that, you know, i can’t just take off and run to africa and help dig wells or do a lot of different things, but i can help people raise the money to do those wonderful things. That’s what i enjoy about it the most. Because when charities come together, they can do when people come together should say into charities they khun do enormously good work that individuals can’t do that government and corporations aren’t suited for right? Absolutely. Ok, linda, listen kowski i want to thank you very much. Why don’t you remind people how they can get the discount on the book, go to charity channel, dot com right, and then put in the when you look at the book list, just put it in. It’ll ask you if. You have a discount code and you put in l i n d a all lower case. L i n d a twenty fourteen. Okay, linda, on the strength of this conversation we had i’m going to promote you to ultra cfr. So you are now ready. Well, thank you. I’m going to put that in front of my initial see if anybody recognizes. Thie organization is small but distinguished. You’re now you’re now using u a c f o r e. You will find linda. Listen kowski at linda lacey kowski dot com. And on twitter she’s at l lacey kowski llc. Thanks so much for sharing your expertise. Linda. Thank you, tony, for having me been a pleasure. Okay, bye. So long. We are sponsored by rally bound. You know them? You’ve heard me talk about them. They do software for peer-to-peer fund-raising at rally bound dot com. And we’re also sponsored by t b r c telephone bill reduction consulting. And they find errors in phone bills when ah, the phone company has charged you for things that you didn’t ask for or overcharged you. From what you were quoted, they will find those errors and ah. Get reparation, get money back for you. Who needs that fancy word? Reparation, that’s, not it’s, not really. Even a reparation. They get your money back from the from the greedy phone company that miss build you, and they’re being they’re at t brc dot com, the the show segments today, corporate coffers and committee conned fab, remind me of a ah, a bit. That was on the johnny carson show in nineteen sixty eight, and johnny’s guest was jack webb. He was the star in creator, a creator of the nineteen fifties and sixties tv show dragnet, and his character on the show was dependent joe friday. So i want to play this for you from johnny carson show nineteen sixty eight. Money kottler hyre general robbery when i got a call from the acme school bell coming dahna in a robbery. Yes, sir. One. My clappers, yes. Yeah, yeah, you know those things inside of falik makes a claim. The players that’s, right? We called flappers in business, okay? What’s that nothing, sir. Not gonna have the facts. Glamarys were stolen on this kayman napor copper clappers. Where were they kept? Buy-in you have any ideas who might have taken the copper clappers from the floor? Well, dahna fired-up managed for e-giving. What was his name? Latto cooper. You think that’s, right? I think. Latto cooper got my cover. You know what his plot cooper is from? Yeah. Upleaf. It makes it worse. They were clean playing copper clappers. Treyz what do you think, cleveland’s plus, hoover would cop, you’re clean spurs. Only one what’s that kleptomania. First discovered, the copper clappers were coming. My cleaning woman hyre. See if i got the facts straight here. Clolery clipper discovered your old copper clappers kept in a closet. We’re coming by. Clark cooper. The kleptomaniac from cleveland now, is that about it. What what’s that fiver mental maniac krauz upleaf kopperman clean copper clappers. Look after the club again, bob collaborating. Excellent. Nineteen. Sixty eight. Johnny carson and jack webb. That is tony’s take two for friday, seventeenth of february sixth show of the year. Jean takagi is back. He’s a manager. Tony, you know what to say. Hello, eugene. So, look, the guy doesn’t even know the protocol has done this. I don’t know forty times or something. Hang on there, gene. But but hello gina’s managing attorney of neo the non-profit and exempt organizations law group in san francisco. He edits the popular non-profit law blawg dot com and is gi tak at g tack on twitter hello jean takagi it’s been nearly that’s, right? Your it’s, your excitement, enthusiasm i it’s exudes the audience and the and the guests. We can’t help it. Okay, we’re talking about committees this week. You are concerned that whether where you’re questioning whether there should even be bored committees right aboard doesn’t necessarily have tohave committees. I’m just questioning the concept of whether every non-profit should have committees, and particularly for small non-profits with small boards of directors, committee’s may make sense, and sometimes they may not make sense, but there are a lot of kind of misconceptions about whether you have tohave committees. Okay. And what what is what governs? Whether you, whether you have to or not basically, i mean, you know, the usefulness of a committee is where aboard has got a lot to two, got a lot of governance responsibilities, and they may want to delegate some of those off two smaller groups that might be able to address the civic issues with more focused expert teeth. And, you know, it may be particularly helpful to be able to recruit persons outside of the board, to participate in committees as well. So those are good reasons for having committees but it’s not a good reason to have a committee. If you largely just bring people in without much direction, they sit around talking, you know, come up with a few pieces of advice and share it with the board, who sort of disregard that advice and decides on their own what to do. And a lot of committee members feel very disempowered and not very productive feel that it’s not a very productive use of their time to participate on committees, and they largely become ineffective. Yes. So there are clearly issues of efficiency on dh or inefficiency. Let’s, get some some terms down. We could have standing committees. We could have ad hoc committees. We can have a task force. Can you help explain these? Sure. Well, typically, you know, standing committee, the committee that has a perpetual existence until you know the board or some body decides that that committee doesn’t need to exist anymore, but talking generally perpetually existence and ad hoc committee is usually organized to address a specific task on dh at hot committees are often referred to his task force taskforce is although i don’t really see the difference between the two. They have defined life spans, and usually, when the assigned task is completed or can’t be furthered anymore that’s when when that committee saw what would be an example of something that an ad hoc committee would would be working on, they might work on the capital campaign or ah, particular event, for example. Okay, i saw some examples of leadership transition to if they’re if we’re in search of a new ceo. Yeah, absolutely. That’s. Another great example. Okay, it was just a good but now it’s just it’s. Just a good one on important. Well, thank you. Okay. Let’s, see, eso now weaken also have board committees and advisory committees. And you mentioned having people outside the board on committees. So can you help us understand this? This distinction? Sure. You know, i think it’s a really common misconception that you can have somebody that’s not on the board served on a board committee. The first distinction is that a board committee is made up of on ly board members and nobody else you can have other committees that are not bored committees. And they could be delegated with authority to andi, those other committees, non board committees all refer them to right now, khun b, composed of both directors and bond directors or simply just non directors. People from the outside and why i actually prefer the term non board committee toe advisory committee is that these committees could be delegated with management authority and they can have significant authority. Um, but the difference between the board committee and these non board committees is that only a board committee can be delegated toe act with all of the power of the board and there’s certain limitations to that authority as well. But boredom it ease khun act. In place of the board, in many, many circumstances where as a non board committee could not actually do that for pete’s sake. Okay, so non board committees, though, can be can be authorized by the board. Teo, do some narrow function or something, right, but not but not be delegated all the responsibilities of the board is that is that is that correct? Yeah, so they can actually have substantial authority, but they can’t act in place of the board. So where aboard action is necessary. Often times it will say a board or a board committee can take this ac action, but a non board committee would not be able to do that. What a non board committee might be able to do, though, is tio make decisions on fund-raising or on policy advocacy or program decisions. They might be able to approve a lease or something else. The board may wantto ratify those actions later and board oversight over committee actions is really unimportant. Part of governance, too, okay, and all the authority given a committee, whether it’s, a board committee or non board. And i guess even whether it’s standing or ad hoc all is given. From the full board. Is that right? Yeah. Generally that’s, right? So so the board of directors is going to delegate certain authority to to these committees, and they’re going to want to get some sort of report back from what these committees, if they’ve been given any sort of authority to take action so that the board khun khun, monitor and provide oversight over those committee actions. Now, i think the standing committees aren’t those aren’t those fairly common. Yeah, i think it’s it’s very common for organizations dafs standing committees, although, you know, i might venture a pretty aggressive guess and say that a lot of standing committee’s it’s not the majority of standing committees are pretty useless. Uh, okay, to be careful for a lot of smaller organizations, a lot of standing committees are again not very useful in acting in place of the board, and they might be good for giving advice. But then there there might not be a need for perpetual existence on dh they’re off. They’re obviously gonna be many, many exceptions to that, i would say generally, boards have to be very careful about having standing committees that are not active in that air not tasked with specific duties that feels very, very empowered to carry out those duties and provide recommendations to the board or take actions in place of the board if they’re bored committees or take management actions if there’d been delegated without authority. Yeah, otherwise, if these committees become ineffective and boardmember start to feel their time is being wasted, you’ve got a big donor relations problem among your most committed or formerly most committed volunteers. Yeah, absolutely. That’s. I mean, if you’re a boardmember tony, would you like to sit around at a committee meeting for two hours and then report back to the board and the board just listens to the report and then just move on carrying on businesses normal without taking any action on those? You know that reporter recommendations let’s, let’s, talk about the executive committee on di. We pulled listeners and you helped pole gene before the show. Thank you very much. One of the questions was do you have an executive committee of your board? And ninety percent looks like maybe a little more than ninety percent said yes, and and the remainder said no? Nobody said not sure. So thes executive committees, at least for listeners of non-profit radio, are very common. But there’s pros and cons yeah, absolutely on dh. So, yes, i think executive committees, they’re probably the most common form of committee. Um and they may make a lot of sense for a larger organizations, especially if they’ve got boards that have difficulty meeting on a relatively frequent basis and executive committee is a good way to continue to provide oversight over the organization in between board meetings and the executive committee may be ableto act in place of the board. Teo, you know, past what bank resolutions to open up a bank account and and do some of the sort of ministerial duties that that boards need to do some time. So for those reasons, executive committee’s could be very valuable the danger or the primary danger. I think with executive committee that if you over delegate authority to the executive committee, you could empower the board. So the executive committee could be the core leadership group that sort of takes hold of the organization and just creates a power discrepancy between the executive committee, board members and all the other board members so that the executive committee pushes through its agenda and takes all the action’s necessary to push through its agenda, leaving the rest of the board disempowered and feeling inactive and not very helpful to the organization at all. And just as he said before, with no disengaging your your your biggest donors which typically include includes many of your board members, you could do the same thing by giving too much power to an executive committee than dis enchanting those boardmember donors who are not part of that committee, where do you draw the light? Well, not where? How do you draw the line about? If we are going to have an executive committee, how much authority that committee should have versus the full board or other committees who decides this well, it should be the board and that’s where way commonly don’t see anything defined in terms of limiting the executive committee’s authority and that’s, one of the sources of problems often by-laws say that the executive committee just can act in place of the board in between board things and that’s the limit of the authority that’s been given to the executive committee, so they’ve got almost blanket authority to do almost anything in between board meetings and that’s, not a good governance structure so e-giving specific tasks or limiting executive committee, too, performing only certain tasks and maybe acting maura’s a reporting body to the rest of the board. Maybe the way too structured for most organizations, there are some organizations where the executive committee needs to be given a little bit more authority, but the board has gotta be ableto exercise oversight over those executive committee actions as well. So getting reports back at the next board meeting ratifying perhaps the most important executive committee actions taken after vetting the supporting information is really part of a board studio. All right, we’re going toe go out for a break. I want to send some live listener love, too. San francisco, california, rocklin, california state college, pennsylvania and at least one person is masked in the u s so if i haven’t sent live listener love to you, you’re you’re masking yourself, and we know that you are the national security agency in in in suburban washington, in virginia, stay with us, jean, and i’m going to keep having our committee confab. You’re listening to the talking alternative network. 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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. Talking alternative radio twenty four hours a day. I’m dana ostomel, ceo of deposit, a gift. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Podcast pleasantries out to everybody lift, listening on the time shift and especially listening. Not now, but he will be on twitter at counting charity. Brian, thank you very much. I’m glad your morning commute is so much better now because you listen to non-profit radio while you’re driving carefully, i hope you’re listening. You driving carefully? Are you? Are you at the speed limit or below? This is critical, brian. Thank you very much. We have listeners in iran. We have lots of listeners in china shen jin, non jing and others in china wishing you happy. New year cerini inquire chaillou. Okay, jean takagi. Um let’s say there’s a woman who wants tio these heir, not her words. These air. These are my words. There’s, a consultant who wants to basically kill executive committee’s. Eliminate them in all cases. Simone joyo. Do you are you familiar with her work? Or have you seen her around? I you know, i think she writes for the non-profit quarterly. I believe that’s where i saw it on, by the way. She’s a safari also not a u f o r e. She has not attained the ultra designation yet. I have. Not bestowed it upon her, but i don’t know her that dragon tail for you, tony. I know you, weren’t you, jeanne. Now you were not listening in the first half of the show. Jean, you were, i snagged you. If you were listening the first half of the show, you would know that the ufc ari, is something that i hold, which is an ultra advanced certified fund-raising executive. I hold it. And now, in the first half of the show, i bestowed it upon guest linda lacey kowski. But i have not bestowed upon anyone else but that’s. Okay, gene, i’m sure you were prepping for the show. I know you were. I know you were busy thinking about our our committee conned fab conversation. So there are people who, well, simone, anyway, she feels very strongly about there should not be executive committee’s at all. I think it’s ah, great discussion toe have come for some boards. But, yeah, i think that’s, really just being provocative and stimulating, whether executive committee’s should really be granted with broad authority. I think for the most part, especially with larger boards and boards that may be spread throughout the state or throughout the country. Executive committee’s still can be very useful. Okay? But it’s a worthwhile discussion to have and your point earlier was that it’s the full board that should be deciding this, not just the chair and the and the ceo, right? And it should be in a good note that only the board can create a board committee and and executive committee should be aboard committees. Executive committee should be a committee that’s composed of only board members. And if that that’s the case again, the board is the only body that can create an executive committee to chair the executive director they can’t commit. Create the committee themselves. Okay, how about staff support for board committees? What should that look like? Well, first reference, there’s. A great article in blue avocado that came out recently on staffing committees. And i recommend that all your listeners staff support of committees is is just so crucial it really important to make sure that the committees are well equipped with the information they need? I had to carry on their duties and connected to what the organization is actually doing on the ground, and not just in theory and in documents so providing that support understanding for it, for the staff. That better involved in providing support to the committee’s, understanding why the committee members are there and are looking to help the organization and understanding how to best communicate information to them and facilitate the way for the community committees toe act including, you know, figuring out how to get the information to them in the right form, within the right amount of time, in advance of a meeting or an action that needs to be taken, providing them with the right facilities and, you know, even providing the right food and drinks that that’s the incentive to bring the committee together, all of those things could be tremendously helpful. We talked earlier about the advisory committees on another poll question for listeners was, do you have advisory committee or committees? And about sixty three percent said they do and the remainder well, about thirty, thirty percent said no, and then the rest weren’t weren’t quite sure so, like two thirds do have advisory committees let’s explore this little deeper than they could be valuable, you suggested it, but let’s go deeper in bringing outside expertise into the into the into the organization and supporting the board. Yeah, and i can’t emphasize enough that i think an advisory committee and non board i’m sorry, non board, i meant non board, i know you, you prefer non board. I screwed that up. Non-cash well and advisory committee khun b ok, for the bombs were committees that are delegated with management power, so if they’re going to strictly have advisory privileges, i like advisory committee. I don’t particularly like advisory board because board suggests that their board members with fiduciary duties, if you have a fiduciary duties, you have potential exposure to personal liabilities for failing toe live up to those duties, and we’ve talked about that. Yeah, so the great thing about being an advisory committee members if it’s truly advisory, you don’t have any fiduciary duty, and that makes it much easier to recruit individuals who might not have the time or it might not have the desire. Teo sort of meet all of the fiduciary duties of being a boardmember but really like the organization which case, you know, you can recruit them on an advisory committee. That committee might just meet once every six months, or it might meet even less than that, or it might just be a body of people who executive director can phone, you know, phone every once in a while just to bounce ideas off of on get they’re a pain in perspective, so in that way you could just really widen your resource pool, forgetting expertise, piri instant perspective that might be missing from the board. And i just think it’s such a valuable tool that many organizations are able t utilize, but a lot of organizations are really not taking advantage of the ability to do that. I think that’s a shame if they’re not not utilizing that that very valuable cool it sounds very valuable for the, uh well, here we go. Very valuable. Yes, it sounds really useful for the for the ceo have that that list of advisors that he or she can call and pick their brains and, you know, sort of be even in, like, an off the record discussion because we’re not in a board meeting and we’re not talking to someone who has the fiduciary duties. Yeah, think it’s, so valuable to be ableto have that for for the executive director and the executive director might have know their own sort of clos closely. Held advisory body and the board might actually have its own advisory body as well on dh it’s, nice for the board to be able to participate and network amongst themselves and, you know, boards have fund-raising responsibilities, as you often discuss with some of your guests. But acting is ambassadors to the organization and bringing in not just financial support but expertise to the organization and introducing them to people who might be interested. It can also result in future donors as well. And so i think advisory committees are just fabulous ways toe teo grow the resources of an organisation just about a minute or so left jean i think i saw on your blogged link to a site called board cafe. Yeah? Are you familiar with that? Is that that? I presume? I’m pretty sure it was your board. Your your block. So it’s. Not a resource that you’d recommend. Yeah, i think board cafe was adventure initially launched by compass point non-profits services, based in san francisco. It’s, a management support organization that’s recognized widely is is one of the best in the country on dh. It may have been taken over by the the online magazine blue avocado i mentioned earlier, i’m not sure that board kapin still exist. The blue avocado doesn’t that some edited by jan mathos oak of the california association of non-profits and is a fantastic online journal highly recommended for a number of non-profit issues, including h r and committees and what’s the name of that site again that she edits at blue avocados, it’ll be on, i think, blue avocado dot org’s okay, we have to leave it there, gene, thank you very much. Great, thanks durney always a pleasure. Jean takagi, managing attorney at neo non-profit and exempt organizations law group in san francisco, you’ll find him at non-profit law blawg dot com and on twitter at g attack next week, it’s valentine’s day i heart foundations cindy gibson will be in the studio to talk about the details of building relationships with larger public, private and corporate foundations remember rally bound in your thoughts and prayers, rally bound and telephone bill reduction consulting, of course, joe magee and yourself rabinowitz they support non-profit radio, you know their stories, you’ve heard me talk about them, you’ll find that rally bound dot com and t brc dot com our creative producer is claire meyerhoff. Sam liebowitz is on the board, as our line producer shows. Social media is by deborah askanase of community organizer two, point zero and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Our music is by scott stein of brooklyn. 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