Jason Shim returns with his annual rundown of the digital resources and tips that’ll make your online, phone and app lives easier, more productive and safer. He’s with the Canadian Centre for Nonprofit Digital Resilience. (This continues our coverage of the 2026 Nonprofit Technology Conference.)
Mia Velasco: Internal Newsletters Your Staff Will Open
From leadership buy-in, practical tips and consistency, to internal partnerships and implementation, Mia Velasco shares strategies that will get your team anticipating your internal newsletter and missing it when it doesn’t come. Mia is at Namati. (This is also from 26NTC.)
We’re the #1 Podcast for Nonprofits, With 13,000+ Weekly Listeners
Board relations. Fundraising. Volunteer management. Prospect research. Legal compliance. Accounting. Finance. Investments. Donor relations. Public relations. Marketing. Technology. Social media.
Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.
Karin Kirchoff & Mitch Stein: DAFs: 2026 Benchmark Report
We return to our 2026 Nonprofit Technology Conference coverage with a discussion of the third annual report on Donor Advised Fund fundraising. Our panel shares DAF giving results; changed donor behaviors; illiquid assets; best practices; and, much more. They’re Karin Kirchoff at K2D Strategies and Mitch Stein from Chariot.
Kelenda Allen-James: Dashboards As Functional Powerhouses
Kelenda Allen-James reveals lots of info on dashboards, including what’s their value; free entry-level tools; user training; timestamps; a warning on use of public data; paid apps; and, more. She’s with Commonpoint.
We’re the #1 Podcast for Nonprofits, With 13,000+ Weekly Listeners
Board relations. Fundraising. Volunteer management. Prospect research. Legal compliance. Accounting. Finance. Investments. Donor relations. Public relations. Marketing. Technology. Social media.
Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio. View Full Transcript
Welcome to Tony Martignetti Nonprofit Radio. Big nonprofit ideas for the other 95%. I’m your aptly named host and the pod father of your favorite hebdominal podcast. I’m back in my office studio. So the audio should sound much, much better. I’m glad you’re with us. I’d suffer with exotropia if I saw that you missed this week’s show. Here’s our associate producer Kate to introduce it. Hey Tony, introducing. DFS, 2026 benchmark report. We return to our 2026 nonprofit technology conference coverage with a discussion of the 3rd annual report on donor advised fund fundraising. Our panel shares DF giving results, changed donor behaviors, illiquid assets, best practices, and much more. They are Karen Kirchoff at K2D Strategies and Mitch Stein from Chariot. Then Dashboards as functional powerhouses. Kalinda Ellen James reveals lots of info on dashboards, including what’s their value, free entry-level tools, user training, timestamps, a warning on use of public data, paid apps, and more. She is with Common Point. On Tony’s take too. Career broadening. Here is DAFF’s 2026 benchmark report. Welcome to Tony Martignetti nonprofit radio coverage of the 2026 nonprofit Technology Conference. We are wrapping up today. It’s, it’s, this is the first interview of our final day, Friday. With me now are Karen Kirchoff and Mitch Stein. Karen is president at K2D. That will be Kilo 2 Delta Strategies, K2D strategies for those who use the uh The uh military uh alphabet and Mitch Stein. Mitch is head of strategy at Chariot. Karen, Mitch, welcome to our 2026 nonprofit technology conference coverage. Thanks so much for having us. Yeah, we’re happy to be here. Alright, I’m glad, I’m glad you are. Um, Karen, I’d like you to just do like a 30,000 ft view of the, the topic which is unlocking the power of donor advised funds, the 2026. 2026, the 2026 benchmark report, just give us a high level view, please start us off. Yeah, I, uh, sort of became obsessed with donor advise funds back during COVID, and a byproduct of that obsession was a secret shopper study that K2D participated in, made a bunch of daft gifts to different nonprofits, and then sort of watched the donor experience and spoiler alert, the donor experience was not very good, which led to a whole series of questions and how we met, uh, the folks over at Chariot. Um, with an interest in trying to get behind the scenes on why the donor experience was so poor, and that ultimately led to this donor advised fund fundraising report that we’re now in the 3rd year of digging into billions of dollars’ worth of donor data, um, shared, uh, without donor information by nonprofits. We have 53 participating nonprofits this year. Uh, to give us insight into the donor behavior and how data is captured and really what it means for donor value and the overall contribution to nonprofits and their and their mission work. OK, cool. Thank you, Mitch, what is your role in the, uh, 2026 benchmark report? Yeah, so Karen and I have been, um, co-authors of this. Karen and I have been co-authors of the study since we started, uh, and we collect, um, from a group of nonprofits we have them submit their historical fundraising data and we work with an outside, um, data scientists and analyze that. And we’ve just continued to build on number of participants, amount of data and depth of analysis, uh, together and then put that report out which has now been, you know, read by thousands and thousands of folks. Karen and I have gotten to present on this research at probably 1 dozen different conferences and workshops and it’s really opened up a whole new conversation for fundraisers where they have data and research specifically on their. Historical giving information because before that there was a real gap in the market. The only research we had was produced by the donor advised funds with their like outbound grant data, but no one really knew what was the nonprofit experience? How is this changing the makeup of their overall fundraising? How do the donor behavior differ for someone using a DAFF or when someone changes to start using a DAFF? Those are all questions that you can’t answer from the donor advice fund’s perspective. So it’s opened up a whole new field of research really in the fastest growing segment of philanthropy. OK, um, stay with you, Mitch. Uh, what are some takeaways from the 2026 report that we can go into detail? Yeah, I think the two most important ones that I saw were just the rate of growth of DA giving at nonprofits. Um, in 2024, the median across all participant organizations was 30%. The year over year change in the DAF revenue they saw from donors and the median change in non-DaAF giving, so all the other ways that individual supporters donate, was actually slightly down. So it is a drastic difference in the dynamics of DAFF giving versus overall individual fundraising. And the other insight is related to how donors change their behavior when they start using a DAF to support that organization. So what I mean by that is if Karen gives to um the American Cancer Society in 2022 and used a credit card, um, and then the next year used her DAFF for the first time with that organization, that’s an insight we have in this study, uh, and had over 40,000 examples of that. And what we found was that the average change in that support from one year to the next was a 10x increase in giving and the median was 2X. So yes, there are some large outliers, but those are still very valuable to the organizations that got much larger gifts, but over half of your supporters that changed their way of giving to using a DAFF are at least doubling their support. Yeah, OK, um, Karen, so let’s, let’s look into these. These two takeaways, uh, it’s just identified. So, the, the, do I understand it correctly, the rate of daft giving is down slightly. What, what the rate of daft giving is up exponential down? What’s down slightly? Oh, non-aft giving is down slightly. Oh, OK, which tracks with other industry benchmarking reports. That’s been a long standing trend. DF giving is really bucking that trend exponentially. OK. And why are we seeing that? I think there’s a lot of reasons for it. I think that, uh, the tax law changes in 2017 inspired a lot of people to fund DFS, um, the DAFFs themselves, the number of people who have DAFFS has been growing exponentially. Um, the change in the minimum required to open a donor advised fund has democratized staff giving. Um, donors are becoming increasingly strategic about their giving and more intentional about their giving. By using D DFS, um, and so all of that and, and frankly nonprofits are becoming increasingly strategic about how they ask for donors to use their dafts and so the combination of all those factors I think really influences that rate of growth in this particular form of giving and how can nonprofits be more strategic about about encouraging promoting DAFF giving? Yeah, I mean you gotta talk about it, right? You have to uh encourage donors. To use DFs in in every circumstance possible and that includes all of those mass market vehicles like direct mail and email and um other digital forms of giving but it also includes things like peer to peer fundraising. It includes things like events, um, it includes, uh, obviously major gifts, leadership giving those really large gifts, uh, but the number of, of daf gifts that are coming in below what is often considered a mid. Level or a major gift threshold meaning below $1000 is almost 70%. So I’ll say that in a different way. 70% of DAFF gifts come in under $1000. So there’s a bit of a perception that DAFF giving is only for the wealthy. It’s very, uh, you know, the sort of really high-end gifts, and it’s just not, uh, and I think the more that nonprofits lean into using mass market vehicles to solicit. At DAFFS and to remind donors that they can use their DAFF is driving a lot of that giving as well. You mentioned the democratization of DAFF, so that the minimum gift, what, what, what’s a, what’s a more typical, not gift, what, what’s a more typical, uh, donor advised fund opening requirement? So Fidelity a couple of years ago changed their minimum requirement to $0. You can now open a DAFF at Fidelity without putting a single dollar into your account. Um, Fidelity’s minimum distribution is $50 and so there’s, you know, this sort of very different world now. Are those numbers common or typical, or, uh, they’re, they’re, are they a bit of an outlier? They, it, it, it’s becoming increasingly. I mean, Mitch can certainly speak to this as well. Vanguard, uh, still has higher thresholds, um, and, uh, $10,000 or yeah, I think, I think Schwab’s 5, to open. No, Schwab is also $0 minimum. and $50 gifts, uh, minimum gift size, so same, same as Kelly, and those are the two largest, and they’re like drastically larger than any other daff. So that’s like a really large segment of the market, and Vanguard is the next largest, and their minimum account size is $25,000 and their minimum grant size is around $500 so they’re catering to a different audience, but it is certainly becoming common that. Community foundations around the country are lowering their minimums, um, both account size and, um, minimum grant size, and just thinking about how can we be a part of this trend. This is becoming popular for so many different demographics of donors and how can we make sure we’re not missing the chance to build those relationships. OK. And again, the two largest commercial DF providers, um, Schwab and Fidelity Fidelity, are zero minimum. And $50 distribution minimums gift minimum combined the two of them in 2025 donated $28 billion to charities. Yeah, alright, so we need to dispel the myth that your, your donor advised fund gifts are only gonna come from wealthy folks, so that’s, that’s in the past. OK, absolutely, very clear. OK, um, what about the, um. How common are the, the, the website widgets, you know, daf, uh, click here and connect to your daf. It’s, it’s easier now to give than it was just a few years ago, isn’t it? Through a donor advised fund. Like you had, used to have to go to the back to the fund site. Now, aren’t there widgets that that are on nonprofit websites, right? And a lot of those widgets send you back to your fund. To log in and and set up the distribution you don’t have to remember to do it right. I, I will say I’m gonna pass it to Mitch because Chariot has a product that really streamlines and I am not evangelizing the product necessarily, but it has a really great product that helps nonprofits capture a lot more of the data associated with staff giving. Yeah, Tony, what you mentioned has been around for a while are these widgets which is like you. Point reminds people and then sends them back to their fund. Um, what we introduced 3 years ago is a payment option, so it’s called Daftay that can be on the donation form at checkout next to Google Pay, credit card, all those ways you pay. It’s like express checkout and you can finish your grant recommendation right there. So especially for what we kind of call inspiration-based giving, a giving day, peer to peer fundraising, a match campaign, um. Anything where someone is trying to respond and make a gift and be part of something in the moment that often they’ll just make a credit card gift. And when you can intercept them and say no, no, no, make that daf gift right here, then that’s a huge opportunity for nonprofits and to Karen’s point that also comes in your marketing language, what you’re saying at events, how you’re communicating with peer to peer participants. It’s both and the technology, how can we make the user experience prompt them and use dafts more readily. But also educating your entire staff to know that they should be talking about it and communicating with donors about it. Someone just came up to our booth yesterday and said they were at a protest in Boston last weekend. And someone was going around handing out some flyers to donate to their nonprofit that you know was helping with the cause and we’re like, and remember you can use your donor advised funds that is awesome this person was like Mitch’s influence is everywhere. That’s amazing. Walking through the crowd at a grassroots, uh, at a grassroots protest, for like a mutual aid society for their neighborhood, it was incredible. I love it. Uh, Karen, I’m sorry if I missed it. Did, did you say what the average DF distribution is was in 2025? Do we, do we know that? It’s uh $1200 I think in the is that right Mitch? Am I remembering that right? The average through daft pay is around $1200 which is that tends to be a little smaller, yes, because that’s when people are supporting these events and causes and, um, the median for us was around $300. Um, it’s spotty from what the DF providers disclose, but Fidelity’s average, I think is around $4500. And then Schwab did actually disclose or Daft Giving 360 is their new name, but they did disclose a $500 median, uh, grant size in 2025 and in this study, the average is about $1200. OK, among those 53, 53 nonprofits that participated. OK, all right, but still, all right, but, but. That’s not a huge gift. Uh, it may be a major gift that a lot of small and mid-sized nonprofits, but there’s still a lot of, and that again, that’s an average, and there’s a lot of potential for smaller gifts because of the democratization we’ve been talking about, right? There’s potential for smaller gifts and there’s the potential for larger gifts. Fidelity reports that the average size of a daff in their, um, the, the daffs that they hold. Is just under $20,000. So if somebody’s making a $1000 or even a $100 gift out of their daff, odds are good there’s a lot more money in their daff. And with a strong case for giving, this is where a nexus between mass marketing and major gifts, I think, is really important because with a solid case for giving, I think you can go back to anybody who’s made a daf gift that maybe is not at a major gift level. And ask them to make a distribution that is at a major gift level because of the um likelihood that there’s a lot more money that’s sitting in their daff. What I was just gonna add, Tony, that the yes staffs are being democratized and they’re using them in all different levels, but like what Karen’s mentioning is it’s also still a really promising sign that that person likely has a lot of capacity. And so even if it is a smaller gift, I know a lot of folks that want to dedicate their prospect research, for example, to anytime someone makes a daft gift, try to learn more and see if there’s a chance that they actually have a lot more capacity. And to Karen’s point at Fidelity, it’s the median account size is over $20,000. So that means over half of of their fund holders have more than $20,000 that they’ve irrevocably committed to giving. It’s the only thing it can be used for. Those are relationships you want to build. What about the concern, uh, maybe this is in the past, so you can allay this maybe misconception as well. I’m happy to be. Contradicted, uh, that, uh, a lot of DA gifts come without donor information. We don’t know, you know, it comes from the DA provider, whether it’s a community foundation or a commercial institution and we don’t know who the donor is. Is that still a, is that still an issue? It, it does remain a problem. Um, the DFs themselves are getting better at, um, asking donors if they want their information shared. Fidelity now defaults to donors sharing information. If the donor wants to opt out and become anonymous, obviously they can, um, and Fidelity reports that more than 90% of their D DAFF gifts come with at least the name of the fund, if not also the address of that donor. Um, this is another place, frankly, where the daft pay tool is really effective because it captures all that information on the front end, including an email address which you don’t get from any of the DF providers, um, to be able to start to build those we’re not using Mitch’s chariot product. What, what do we do if we get a, a gift from any, any DF provider that doesn’t have donor info? What’s your advice? Yeah, I mean, it’s, and we, and I want, and we do, we’d like to have the info too, of course we want to have that info. What’s your advice? I mean, I, I think this is, there’s. A lot of value in having those internal conversations, um, you know, if that, because a lot of times those staff gifts are coming across, you know, over the transom through a caging operation or through the, you know, internal gift processing, and if those gifts aren’t flagged for, say, a major gift officer, even if they’re not at a major gift level, the major gift officer may know that they’ve been talking with somebody who has a daff and can reach back out to that person and confirm, was this your daft gift? This is not your daft gift. I mean, so it’s, it is additional legwork that is often required. Research if it, if a daf comes over, uh, with just the name of the fund and it’s the puppies and kittens fund, um, a major gift officer may know, oh yeah, that’s Jane Smith. Let me, I’m gonna reach out to her. That’s the internal. What about going back to the daf provider and asking, can we, can we get this information? Yeah, that, that most of the big dafs will not share it. Um, community foundations often will relay messages back to donors. And so if, if a daf is coming in from a community foundation without a name or an. Associated address, um, reaching back out to that community foundation is a really valuable step because they often have those donor relationships and will at a minimum relay a message if not share additional information a message, OK, you might write something and ask them to forward it. The commercial one, yeah, you’re making the point that’s, that’s on the, on the community foundation side, commercial ones, they won’t, they won’t forward a letter. They won’t. I, I had a client literally last month who I’m not kidding, out of $400,000 DF that came in through their caging operation. Um, and they reached out. It was a Fidelity gift. They reached out to Fidelity multiple times to try to get some information and, and got nothing. The donor wanted to remain anonymous, and, and that’s the donor’s right to do so. But, but Fidelity wouldn’t even forward a message forward this letter. No, no, they will not. Yeah, Tony, just one thing I wanna add there is it’s very important for nonprofits to know there’s a difference between being anonymous and only sharing the fund name. So I think a lot of people historically have said if I don’t have full information I just dump all of this into anonymous gifts and that’s really not a best practice when it comes to tracking your DAF giving, number one, because you’re not gonna be able to track it very well like when you wanna participate in analysis like what Karen and I do if you just have a big dump into it an anonymous donor record, that’s not helpful, but also you likely get more information over time. So if you’re tracking this account under a fund name. Then in the future, the puppies, all right, so if it comes back, right, you get another one, there might be more information. I might get an address, so it’s good to start tracking those donor records on the fund name even if you don’t have a donor name on it or it’s not fully clear. Um, and also if, if they’re disclosing something and not fully anonymous, there’s a much better chance that the DAF provider will engage with you on it to say, hey, actually I don’t know who this person is. Can you share this letter with them and you’re likely to have a better chance building that relationship? What would the something be that that would get shared, but it’s not full and it’s not a name, but you said if something is shared, what, what would that something be that you might, what, what data point might you get that’s not the donor’s name? So often you’re getting a fund name. So when you just a, yeah, and or you might get a donor name, but you, it’s John Smith, and so you don’t have enough information to identify them. So that’s often worth following up on. But, and I’ve just heard from many providers that as long as it’s a personalized letter, like a personalized follow up, that they will get it to them and oftentimes then they do engage and you’re able to build that relationship. So particularly for larger gifts, that’s definitely worthwhile. OK, all right, so. So you’re saying it is worthwhile, but Karen had the example of the $400,000 gift that, well, that was fully anonymous was one thing and also it’s from the data at all and from the large commercial staff which is gonna be hard to engage with. OK, OK, good. All right, thank you for making the distinction between community foundation ones and the and the commercial ones providers, but you, but Mitch, your point is if there’s some data. Then you have a better chance of being able to engage, at least get something forwarded than than if there’s nothing. It’s just a, it’s just a fidelity check and that’s it. OK, OK, uh, you know, you, you guys work with this day in and day out for years. I’m, I’m not newly initiated, but, uh, my work is in planned giving, uh, it’s not, I mean that there is some donor advice fund crossover, but you, you, you all are thinking about this day in and day out, um. So another takeaway aside from the rate of giving and the methods of giving was that People who give through DFS, once they give through DAFS, their, their behavior changes toward the nonprofit versus, I guess a control group that never gave a DAFF donor advice fund gift. One of the, what’s that, what’s those behavior changes? One of the data points that we looked at, um, in part because there are some we thought myths out there around DA giving and once. Somebody gifts from a DAFF, it’s in part because data collection can be difficult. Then they lose value over time or it doesn’t, doesn’t, it’s, it’s not worth soliciting D DAFF gifts. And what we learned in the study, and this has been repeated in each year of the study, was that if once somebody converts to using a D DAFF, let’s say the example Mitch was using a couple of minutes ago, I made a credit card gift in 2022. The American Cancer Society, it was $100 in the next year if I used my DAFF, uh, more than 50% of the time that value was gonna now be $1000 so 10x increase in value, um, and so that donor behavior really changes very dramatically from purely from a value perspective. Um, the other variable is around, or meant there are several variables, but a big one is around retention. Um, and donor retention among DAFF donors is exponentially higher, 13% points higher, not 13% higher, 13% points higher for donors who are using a DAFF versus donors who are not using a DAF to make a gift. And so there’s a, a case for, um, encouraging D DAFF giving and, um, developing those relationships to build longer term D DAFF giving because of the value associated with donors who are making investments with that giving vehicle. And 20% of DAF donors make more than one gift a year to the same organization, same, OK, OK. Any other interesting behaviors? In this giving community. Yeah, I, I think to Karen’s point, which the cohort, yeah, um, I just think what’s behind the data points we’re flagging like higher retention, um, multiple gifts a year, giving more, supporting more organizations is something we definitely see from the DAFF data, um, is the, the reasons why is there’s really a psychological change when you’re using a DAF for giving. And I find this is something that a lot of fundraisers don’t fully appreciate, and I always encourage them to open their own DA account, see it for themselves. They’re very accessible. You’ve got the big commercial ones. You can do it for 0 dollars at the top two commercial and even at like a Daffy is a mobile first app. Uh, DF provider where the minimum gift size is $18. GoFundMe has a DF product now where the minimum gift size, I think, is $5 or $10. So it’s really become accessible and then you can see for yourself what happens when you make a proactive decision to set aside money for giving that can’t be revoked for something else. So now you have these committed funds and it kind of forces you to think, well, what do I wanna give? like where do I wanna support and whenever you do get, you know, asked by a friend who’s doing a fundraiser or some crisis happens, you’ve got this ready store of funds. It’s like having a gift card at the ready and so you are way more you give much more liberally because you’re not weighing it against your other budget items that month it’s already accounted for. I’m gonna give a shout out to a friend of mine, Rudy Fletcher, who’s at the National Philanthropic Trust NPT. Uh, he has opened my eyes to something I’d like to explore with you that at, at, at the higher level, uh, the major, major donors, um, donor advised funds are valuable because the type of assets they can accept that are unusual like closely held. Uh, corporate stock or or LLC interests or something like that, uh, more esoteric gifts, wine collections, wine collections, art collections that are non the average nonprofit, well, probably 95% of nonprofits are not equipped to take these types of assets, so there’s, there’s value there too, I guess we’re talking about the, the commercial daft. Providers are set up to accept different types of gifts that others aren’t any that’s even the community foundations, yeah, yeah, yeah, they, they specialize in this. I mean, a lot of them use the same partners to help if you’re doing something that’s really a liquid or or complex to help, you know, value it, get the appraisal, do the sale, etc. But yeah, that’s thank you for using the word illiquid. You, you just condensed 600 of my words into one. I could have just said illiquid assets. Yeah, but illiquid and, or, you know, public securities are not always the easiest thing to divvy up and donate to a bunch of different organizations, get their information. Do they know how to handle that and sell it? Like there’s a lot involved. So if you’ve got $100,000 worth of stock that you want to donate in a year, you can do one transaction into your DAFF, a place that is set up to do that day in and day out. And then make cash grants out to 100 different nonprofits and so it’s really efficient for people who like to donate um these more tax advantaged avenues so that’s certainly once you’re on the higher end of donors, the DAF benefit is you know that you have all this flexibility it’s easier to manage you can do all this more complex giving uh in one place and the nonprofit experiences that they just receive cash. Yeah, so much easier, right? OK, thank you. Thank you, Rudy Fletcher, for making me aware of that. Thank you, Rudy. Do you know National Philanthropic Trust, NPT? Yeah, OK. I don’t know Rudy, but I know that’s OK. I know Rudy. You, you’re 2, you’re only 2nd away. You’re only 2 levels of bacon away from 2 levels of Kevin Bacon away from Rudy Fletcher. Everybody should know Rudy. Alright. Um, so, uh, so Mitch, why don’t you take us out with some inspiration about Daf Giving since, uh, Karen did the intro. Please leave us with, uh, inspiring words around Daf’s. Yeah, I mean, I just say there’s a lot of focus as we’re doing research on past giving trends and so I think it’s worth ending like thinking about the future, especially after a 2025 where every DAF provider I know has told me that their December and Q4 was like multiples of prior years in terms of contributions into those accounts. So with the tax changes, the markets are really hot, people were flooding their accounts with money. So that means that the opportunity in 2026 is enormous. Like no nonprofit can be ignoring this. You really should have a plan for how you are engaging with DA giving to make sure that you don’t get left behind from the fastest growing cohort of donors out there. Thank you very much. That’s Mitch Stein. He’s head of strategy at Chariot. With Mitch is Karen Kirchoff. Is it Kirchoff or Kirchoff? Kirchoff Kirchoff, with a C H. No, I don’t except Kirchoff. No, no, it’s Kirchoff. No, it’s Karen Kirchoff. She’s president at K2D Strategies. Thank you, Mitch. Karen, thanks very much. Thanks so much for having us. It’s a pleasure. Thank you and thank you for being with Tony Martignetti nonprofit radio coverage of the 2026 nonprofit Technology conference. It’s time for Tony’s take 2. Thank you, Kate. Career broadening. Last week, I took a course, just 2 days. And it had nothing at all to do with what I do, planned giving, fundraising, consulting, nothing. It was about organization design, how lots of organizations don’t do as well as they could, nonprofits we’re talking about, of course, uh, because they’re not organized correctly, the, the structure and the, and the processes and the, and the metrics and the people. are not all aligned around a strategy, strategy. So, a lot of times this is why strategic plans may not be so. Easy to implement because your organization is designed for the pre-strategic plan time. And so, that, I mean, that’s the basics of it. But the point is, It’s totally unrelated to what I do. I’m not adding this to my practice, certainly, and just on the strength of a two-day course. I’m not authorized, I’m not, uh, I’m qualified to do this with any nonprofit, but it’s just something different, you know, I, I saw it on LinkedIn, someone posted about the course. Uh, I was able to make the time and it’s just, it’s totally non nonprofit related, Certainly, it was all about social impact organization design. That was the name of the course, but just very different from, Anything I do in nonprofits. And it was, it became stimulating to, to think about. Nonprofits from a different perspective on a, with a totally different purpose. So, I would encourage you to step outside your comfort zone. You know, there was no test at the end. I mean, it cost me some money to go to the course, but, you know, it’s not like there’s that much at risk. And, um, I would encourage you to step outside and just like learn something different, even if it’s not something you’re gonna apply. It’s just a different perspective on nonprofits or maybe not even, maybe it doesn’t even have anything to do with nonprofits. Broadening, broadening, I just. It, it was very uplifting for me and I hope it would be for you too if you did something like that. And that is Tony’s take 2. Kate, One of my favorite university professors of all time taught me characteristics of knowledge acquisition. And one of like his big, you know, overall on our last day, he said never stop learning something new. And so, like a part of the course, we had to go take some, anything we could choose. It could have been like an art class, gym class, but like, learning something that we never like would push ourselves to go do. And that like still sticks with me today. It’s like, what can I learn today? What did you choose for the, what did you choose for yours? So long story cutting it down, I wanted to do like a glass mosaic class, uh, so the, I guess sea glass and we were supposed to make like a lamp. But it actually got canceled, so I ended up following a Bob Ross tutorial because I wanted to do something artsy. So I was learning from Bob Ross. Bob Ross, the classic. There, there are no accidents, just happy mistakes. Yes, there are no, there are no. Mistakes, just happy accidents, something like that. I think that’s what it is. There are no mistakes, just happy accidents. Yes. All right. Did you paint something? Did you paint a seascape or a tree? I painted a landscape. Yes, it’s hanging up in our dining room. Outstanding. Bob Ross is, uh, Bob Ross from the grave is, uh, is very pleased that you, you chose him for your. Characteristics of knowledge acquisition. Outside the box course. Excellent. We’ve got Bu butt loads more time. Here is dashboards as functional powerhouses. Welcome back to Tony Martignetti nonprofit radio coverage of the 2026 nonprofit Technology conference. My guest now is Kalinda Allen James, assistant assistant or associate vice president. Assistant vice president of information technology at Common Point, New York. Kalinda, welcome back to nonprofit Radio. It was about 2 years ago you were with us. Yes, it’s great to be here. Thank you. Your topic this year is dashboards, moving beyond pretty charts to functional powerhouses. Could you give us uh like a 30,000 ft view to kick us off? Um, yes. So, building dashboards is gonna allow people to have a quick view of their data and create narratives to help them make decisions. That’s pretty quick. OK, OK, thank you for that, um. How should we best uh approach the topic? Can we look at what, uh, what, I don’t know what the potential is or how to go about building your dashboards? What’s the best way to go into the topic? It’s like we have different entry points. So the first entry point is I just have raw data. I’m still got 15 Excel sheets. And there’s a manual process for every question that is asked. OK, and it’s like the first time, every time is like the first time we’ve never heard this question before, correct? OK, that’s why. OK, what else you got? OK, and the next is we have this expensive software and it comes with dashboards, so how do we leverage them now that we have our data in this expensive system? OK. And then it’s like we’ve been doing dashboards, they’re starting to make sense. What’s the best way to present these dashboards to our forward facing public? OK, those are our three entry points. I love how concise you are. It’s like boom, boom, boom. OK, OK, excellent. Um, all right, so let, let’s, let’s start with the, like. We don’t even have dashboards. Yes, so if you’re still the sun just got in my eyes. The sun just came out of a cloud. I’m sorry, go ahead. Yes, so if you are still at the spreadsheet way, um, there are some entry level tools like if you’re in like Google Sheets, there’s like Google Looker Studio, which is a free tool from Google. That can already access your Google Sheets to help you start building an entry-level dashboard, OK. And you do have similar um capabilities in Office 365 with Power BI. I’m sorry, it’s called Power BI. Yes, OK, OK. And both of these are included with the software you’re already using, um, but when you want to start sharing with the public, this is when you get into possibly licensing, this is when the prices start to go up, but this is the good part to start to see what you want your dashboards to look like, what questions are you trying to answer. And does a graph, a bar chart really help your story, or is it muddying the water? Are those the uh those are the the the the free resources that Google Power sorry, Google Looker Studio and Power BI Microsoft in Microsoft 360 Office 365. OK, OK. And um also a lot of our CMRs, um, customer relation management tools are offering a dashboard section in our products and we could start looking there. They have a lot of out of the box widgets, see how many in the past 3 months, how many in the past 2 months to start. And then you can start to look at your data. Um, I’m working with Salesforce at my company, and we are currently pushing our limits to the internal. Dashboards. From the water cooler standpoint, we want dashboards but better, but when you look at the analytics from the dashboards you already have, we see through adoption. 18% of the people haven’t logged into the system to look at the existing dashboard yet. So maybe they would have more enjoyment if they actually looked at the dashboard. All right, so you have a recalcitrant 18%. Yes, um, and then when you look at the changes to the dashboard. There was only 3 requests for changes, so maybe taking your complaint from the water cooler directly to the dashboard designer will move the needle for you. So a lot of times we get the tool included. Um, our power users do our best to try to make it work, but sometimes pausing and investing in some training can help you leverage what you have so much better and so much faster before you go to the next new product. OK, right, training what you already have, yes, yeah, OK, and then using all the samples that you have, a lot of we come lots of templates we think we know what we want. But sometimes just experimenting with one of the built-in templates you’d be like, oh this is a really good way to look at our data, this totally changes the question and how we’re presenting it so I feel a lot of us for the time pressure to get our questions answered, we move away from native stuff too quickly. And another thing is when you start looking at the native, you’ll might see that there’s cracks in your data. And we’ll need to pause. I know in like one of our charts. Um, I didn’t know the primary language of 26% of my clients. But when you deep dive into the data, this occurred because a data merge between our case management systems and our fee for service systems. I’m not asking anybody about their language when they’re booking a tennis court. But this is the type of information I need to provide wrap-around services at the food pantry. And so we have to remember we cannot report on data we did not collect. So this is the type of question where, hey, do I leverage AI to review all my correspondence with the client to check which language I sent their correspondence in to update this field. Is this a time for us to pause and look into a universal intake form to get the base language so we can wrap data apples to apples when we are merging it? Or is this a question that we stop asking because that was for a project grant from 8 years ago and maybe we just need to clean up our question sets. So once we start looking at the dashboards, if they start to look wonky, it’s a great time to pause and reevaluate your data. We’re pulling data from a single source of truth, but sometimes the data will show us that we still have some side quest spreadsheets in some departments, and it’s not making it to the single source of truth, and this is where we could do some retraining. Um, some evangelism around the agency of why the single source of truth is the way to go. Evangelism around abandon your spreadsheets, you know, and come to the new, new, and how is it going to help us. Um, another thing is, as my co-co-presenter, um, Ash Shepherd, um, gave us was When we’re using dashboards internally for our current employees, making them fun and interactive so they can really relate to the work they’re doing in the data. So designing dashboards for people, not just for information. Make sure you have the company logo on it. Make sure that you have the company branding colors, so you can really feel connected to this is our data, this is our company. I stand behind this data. This data is showing the work I do person to person. OK, and also in Involving the users of the dashboards in the development of the dashboards. So, so, so I mean this is, I’m kind of amplifying what you’ve already said, so, so it reveals what the people actually want to know. Yes, OK. And also adding a good old fashioned instruction. This is how you should be looking at this data. Um, having good indexes, like, does pink always mean the same thing across every graph? Is red a bad color? Like is green a good color, you know, so really just adding some depth and context to your dashboard will help people approach it in the appropriate way. Can, can be. Personalized to the users like, so I don’t, I don’t use any dashboard tools. I’m a one person business, um. So I’m, I don’t have a, I don’t use these, but can individual users within the, within the nonprofit customize a dashboard for what they want to know, or is it needs to be more centralized and everybody’s looking at the same dashboards? No, that’s a great question. You can generally have more than one dashboard and you should, so you can really have targeted audiences. So there is going to be an executive team who’s gonna want to see the 30,000 ft of the whole agency at all times. and they will have a distinct dashboard, but then there’s going to be a dedicated department who’s gonna want a more nuanced and and detailed dashboard for just their part of the business. And so this is where you do get to individualization of the dashboards and you know, so what the executive team needs versus what the directors need versus what district managers need versus the individual contributor. You know, an individual contributor just might need a simple two graph, um, Dashboard with how many case notes I’m supposed to do this month and how far have I gone, you know, just like nice little ticker tape gauge system. And the executive team might want a more nuance how many clients year over year. OK, alright, so very personalized, um, yeah, personalizable, customizable, that’s what I wanna say, very customizable. OK, um, please, you know, you were, you were on a roll. I, I, uh, made you digress with a question. Yeah, go ahead. Um, other things to think about with the dashboard is how long are you going to use it. Are you looking for something dynamic that’s updating every month? And if that’s the case, you wanna add some automation, so maybe have the first of the month, pull the data, update the dashboard. Um, if you’re doing a community sur survey and you want real-time data, you might link your dashboard to like a Google form, and every time somebody answers the survey, the dashboard updates. Um, depending on the type of data. Um, depending on how people access the survey. You might want to put some distance between. Um, survey and live update. If there’s a chance that your data could be usurped by bad actors, you might want to put a human set of eyes before publishing. And creating a delay before public consumption. Um, all technology is a tool. And these tools can definitely help us make our jobs easier, give us the capacity to help more. But tools are only as good as their instructions, and when you’re new to dashboarding, it can seem confusing and overwhelming, so putting some more pauses between creation and public consumption is the best thing you can do for yourself because sometimes you only get one chance to make a first impression. Yeah, and protect yourself and your reputation, OK, organization and personal. You told everybody you did the work and now it’s embarrassing to the to to the organization. That’s a bad look for you. OK, yeah, yes, and also when you’re doing your dashboards, the curious minds want to know what is the underlying data that got you here. What was the time frame? Um, 2020 looked very different for a lot of organizations than 2019, and so not putting some time stamps to the data can create the wrong narrative. So definitely index your dashboards, be prepared to share how we got here because the inquiring minds will want to know. Yeah, that context, you’re right, people are going to forget what happened in 2020 and they’ll be questioning, well why. Was 2020 so bad? What’s this big rise since since 2021? Yeah, um, so definitely, um, making sure that you’re putting correct context, you know, advertising the data that created the dashboard, um, explaining the methodology will make the dashboard more believable, trustworthy, and people want to relate to it more. OK. These are great tips. What else? What else do you have? I mean, I’m just like, uh, letting you either a quarter in the slot. You go, go. And back to the data piece. Everybody likes a compelling graph, but there’s no data fairies. It is real people collecting data, analyzing data, entering the data way before a dashboard occurs. And we always have to circle back and double check our data is coming from the correct place and even if we are automating our dashboards for convenience, we need to always keep double checking to make sure the data is still good. Um, we have 70 different business models at our nonprofit. I’m collecting data from internal sources, third party government sources, um, individual contributor, family surveys. And if our third party chooses to change how they do data. The sink that has been working for me for 18 months will immediately break. And if I don’t have eyes on my data and I just rely on my automation. I’m going to start missing chunks of clients month after month until I fix that sink. And so even with the automation. Um, we must always have the human eyes on the dashboard and the data, because if you’re doing the work on the ground every day, you can spot immediately why 41,000 people without a primary language looks weird. But if you are a casual observer of the company, first time, um, seeing the corporation and you see this on a public dashboard, well, maybe that makes sense. And so this is why the person should never get separated from the data so you can continue to make sure that your data is reliable. OK, you gotta keep the human touch. Yes, alright, right, right, right, yep, that applies to a lot of artificial intelligence, well, all uses of AI. We haven’t specifically talked about AI, but there may very well be. You may have one of the tools involved in your data synthesis process. There has to be human oversight. And what will happen is the AI tracks learned behavior, so the AI will just assume what the numbers were last month, disregarding that the sink has broke, you know, and so we don’t want any hallucinations. Um, and that’s just with a constant check because AI is always changing. The business is always changing, so change has to be monitored. OK. Mhm, um, also with the human touch. Data and numbers can be very frightening to some. A lot of people who go into the social services might have started off in the 3rd grade with, I’m not a math person. So to now come into a data spreadsheet. And to see graphs and numbers and percentages and pie charts that can feel overwhelming and disconnected to the human connection of a caseworker working with a client. And so by making your dashboards with the human touch with the logos, with the funny gifts, really, you know, disarms the person who might have had a previous math aversion from earlier schooling and so that’s one of the great ways about making the personal touch, creating dashboards for the non-traditional analytic person. Built some humanity in yeah I like the idea of the like gifts and whatever yeah emojis yeah yeah and also providing detailed instructions even adding like a video instruction of where the data comes from, why we use this dashboard helps with onboarding so as you bring on new employees to your team, they will have a much faster uptake of the information if we build it correctly the first time. They’re like, yeah. OK. Mhm. And the other thing to look at is. There’s a lot of free tools. But free generally means open to everybody, visible to everybody. Depending on your clientele of the um customers you work with in your nonprofit sector. Public data might not be the best kind of data. You know, some of us are working with vulnerable communities. We are working in hot button topics of service. So just having all your data on the free platform to get a dashboard might not be a good look. So sometimes you have to look at how can you sanitize your data before you share it with the public good. Um, what is the privacy policies of your free software? Are they gonna be like next week, oh, I got a subpoena. I’m just sharing this information. Um, or is this like, hey, it’s a free website. I just downloaded it, used it for my personal use to sell people Beachbody. Um, therefore, really reading the terms and conditions of the software you enter, free and paid, will help you make sure that you don’t let the convenience of a dashboard put your company, your reputation, and your clients in danger. Are there some paid apps that you like beyond the the the two that we mentioned, the, the free resources? Are there some paid apps that you all talked about in the session that are valuable for dashboarding? Yeah, so things like Tableau, they really specialize in creating data collection from multiple sources and creating great dashboarding, um, Salesforce Native behind the paywall. And even in the um the free services they usually have a paywall version where you can enter a business agreement about how you’re both gonna protect your data, so depending on. What type of data you have and who you’re working with, you can always have the conversations and get the safeguards you need for your particular data, mhm, but some, you know, some of our um conservation nonprofits working with water counts, working with tree counts, that is the type of data that might be easily public. Without safety concerns. But some of our housing clients. You don’t want to have a spatial diagram. With a Google Map directly to a client’s house, show up on a graph, cautious, yes, and so this is why, you know, really working with your internal dashboards, really testing it for the questions you want to be answered internally, um, is the way to go at the beginning of your journey before you make everything on demand to the public. OK, you wanna leave us with one, final, I don’t know, overarching idea or the overarching idea is dashboards is an elevated tool to help you tell your story. To convey the message that you’re trying to communicate about the people you serve. But not let the convenience. Of the dashboard prevents you from being the best actor of the data that you collect. All right, we’ll leave it there. Thank you very much. Thank you, Kalinda Allan James, assistant vice president of Information Technology at Common Point, New York. Thanks very much, Kalinda. Thank you. And thank you for being with Tony Martignetti Nonprofit Radio coverage of 26 NTC, the 2026 Nonprofit Technology Conference. Next week, our 26 NTC coverage continues with brand you giving programs and donor retention. If you missed any part of this week’s show, I beseech you, find it at Tony Martignetti.com. Our creative producer is Claire Meyerhoff. I’m your associate producer, Kate Martinetti. The show’s social media is by Susan Chavez. Mark Silverman is our web guy, and this music is by Scott Stein. Thank you for that affirmation, Scotty. Be with us next week for nonprofit radio. Big nonprofit ideas for the other 95%. Go out and be great.
Jen Frazier, Kate Dreyfuss & Ben Freda: Responsible AI Adoption
We continue our coverage of the 2026 Nonprofit Technology Conference (26NTC), with a panel that helps you find the low-hanging fruit for AI at your nonprofit. They share their 5-Step framework for deploying AI in small, thoughtful steps. They’re Jen Frazier, from Firefly Partners; Kate Dreyfuss at New Music USA; and, Ben Freda with BFC Digital.
Chris Rosica & Bethany Friedlander: Ethically Using AI
Chris Rosica and Bethany Friedlander share 5 strategies to create compelling web and social content with AI, keeping in sight ethics and risks: Ideation; targeting; optimization; repurposing; and, staying human. Chris is from Rosica Communications and Bethany is at New Bridge Cleveland.
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And welcome to Tony Martignetti Nonprofit Radio. Big nonprofit ideas for the other 95%. I’m your aptly named host, and I’m the pod father of your favorite hebdominal podcast. Oh, I’m glad you’re with us. I’d be forced to endure the pain of ende or Titus if you inflamed me with the idea that you missed this week’s show. Here’s our associate producer, Kate, with what’s up. Hey Tony, I’m on it. Responsible AI adoption. We continue our coverage of the 2026 nonprofit Technology conference with a panel that helps you find the low-hanging fruit for AI at your nonprofit. They share their five-step framework for deploying AI in small, thoughtful steps. They are Jen Frazier from Firefly Partners, Kate Dreyfus at New Music USA and Ben Freda with BFC Digital. Then Ethically using AI. Chris Rossica and Bethany Friedlander share 5 strategies to create compelling web and social content with AI, keeping in sight ethics and risks, ideation, targeting, optimization, repurposing, and staying human. Chris is from Rossica Communications, and Bethany is at New Bridge, Cleveland. On Tony’s take 2. Tales from the gym. Meet chatty Sam. Here is responsible AI adoption. Welcome back to Tony Martignetti nonprofit radio coverage of 26 NTC. You know that that’s the 2026 nonprofit technology conference that all these smart tech folks and and tech users, this is not strictly a conference for tech employees, tech tech professionals. This is also for all professionals who use technology. So unless you’re still using index cards as a CRM, you are using technology. odds are. You’re using Microsoft 360 most likely, so 365, 365 or 360? 365, 365. It’s all it’s every day of the year, Tony, every day. Well, it could have been 360 degrees. I did take 5 days off. All right, yelling. It could have been 360 degrees, degrees of a compass. I was a Boy Scout. Now you’re mocking the Boy Scouts. I am. We haven’t even, we haven’t even introduced, all right, I’m gonna, I’m shutting our mic off. That’s it, we, we now have two panelists instead of three. All right, so we’re at the 2026 nonprofit technology conference in Detroit at Huntington Place. With me now were going to be Jen Frazier. She’s no longer, but she’s she’s no longer a guest, but she’s still CEO and founder of Firefly Partners. Also Kate Dreyfus, director of communications at New Music USA, and Ben Freda, president at BFC Digital, almost like BFD should have been BFD Digital. Big fucking deal. That’s right, VFC, man. Whatever. There’s still time to change it. I mean, he changes that stuff all the time, so, alright, uh, and their topic is low hanging fruit, clearing a path for responsible AI adoption. At your organization I I I trimmed off at your organization. I think that’s understood, but low hanging fruit, clearing a path for responsible AI adoption. um, Jen, you’re you’re the best person I think to give it just an overview of the topic, please, please, yeah, so I think right now obviously lots of folks are excited and a little bit overwhelmed by. Sort of the idea of AI and what can I do with this amazing kind of new technology that has come roaring into our lives and so what we wanna do is just give a quick overview for folks about how to take some of the overwhelm and to really just boil it down to some pretty concrete simple steps to get started so we have a. A nice 5 step framework that um Ben and I, well Ben really developed and Ben and I’ve been using with organizations to sort of help them just really take all these ideas and all the sort of hype all the crazy and boil it down and get simple and get clear within. Inside your organization and take some concrete steps because there’s so much that is possible and so we really just wanna make sure that people are like how do I get out of like you know I’m in I’m paralyzed with the overwhelmed and get out of that space and really start taking some steps forward. All right, thank you. We’re gonna turn to uh Ben then since. We have a 5 step. We have a 5 step framework. We got a step by step roadmap, and then, uh, Kate will figure out, we’ll see how you, so it looks like 2 consultants and a and a client. Is that, is that essentially the, OK, OK. The client, the client is flanked. She’s a bit, um, she’s flanked. She can’t get out the center of the universe. Kate is sitting in the middle between Jen and Ben. Oh, Jen and Ben. Oh, I just, I just that it all works out. All right. Uh, alright, so Ben, why don’t you wanna acquaint us? Why don’t you just like take off the five steps and then. We have we have time to go into, but just tick off our five step framework for AI adoption, uh, that, that is a low hanging fruit, the low hanging fruit, that’s what we’re focused on. So we’re, you know, so many of our clients ask us how do we start, right? Because they’ve heard all about this AI stuff. How do you start? And so we’re trying to give people a real simple sort of process to follow, just the simple stuff. We’re not asking people to do big projects. We just want them to dive in to start to feel like they can get some workflow improvements, some efficiencies. So there’s really 5 things you gotta do. Gotta do them real quick. Let me see if I can remember them. If I can’t, Kate has done this in her real organization for in real life. So rather than it being all theoretical, she can give us the real down low, but that noise is Ben slamming his hand on the table for emphasis. We have to admonish Ben, stop, stop doing that. I like to add a lot of extra junk noise. I’m usually doing this that’s quiet, so yeah, she shakes her hands. I just hands by her head. That’s fine. That’s a lot of fuzz. OK, 5 steps ready. So I can do it. Number 1, learn. Spend 2 hours getting all your staff up to speed on the basic, uh, basics of what AI is, what it’s good for, what it’s not good for, OK. Number 2, jam sessions. Just brainstorm with people about their own jobs, not about AI, but about their own jobs. What do they hate doing? What’s annoying? What. Makes them groan when they think they have to do it, right? Step 3, toss every idea you’ve heard into a big list. So, step 3, big list. Step 4, prioritize, right? So, look at everything on that list, figure out what’s high effort, low impact versus high impact, low effort. Prioritize according to that. Step 5, pick your top 23 things and write up a 1-page description of it. Blueprint, what is it good for? Why are you doing it? What might the technology be involved? What, what technology might be involved in doing it, then you run with the top 23. That’s it. OK, all right, we’re gonna turn to Kate. What, what, what was uh new music USA facing before the, the innovation that uh that uh BFD go with it. I love it. I love it that BFC and uh and Firefly brought to you to the new music. Sure, so New Music USA, we are a national. Nonprofit organization that focuses primarily on grant making for musicians and arts organizations and we’re a team of 10 people do grant making to individuals, yes, individuals, ensembles, venues, and we also provide mentorship opportunities as well. So where we were, uh, I think some of our team was using tools like chat GPT on their own but without any guidelines or real understanding of how to use it. And our connection with BFC is they helped us build our website about five years ago and BFT BFT, yeah, as of now, as of now it’s over, but um I’ve been, I’ve been working with Ben and his team since I joined the organization in 2023 and uh Ben and I were just chatting about. AI in general and he offered a training for our organization back in the fall of 2024 so we all got together and just had a learning session with Ben about what large language models are and how they work and I think in the beginning we were all quite intimidated and we just didn’t know where to start. We know that these tools are important and that. Everybody is going to be using them and everyone is starting to use them now, but it’s, it’s hard to know where to start, especially if you are, you know, a team of 10 with lots of competing priorities and tasks. It can feel overwhelming so that’s, that’s where we started just, yeah, let’s start with, uh, with the, the first step in the framework. Let’s stick with you, the, the brainstorming. Uh, how did, everybody, everybody did everybody contribute? Was it so, so, uh, Ben and I worked together to basically decide which members of our team would make the most sense to, to brainstorm with. So we chose myself, director of communications, we chose my colleague Nathan, who’s our communications associate who manages our social media, and we chose our development manager Valerie, who does all of our institutional grant writing. And these were the 3 people we felt could. Identify tasks that are repetitive that require grunt work where simple AI tools could help just alleviate some of the the burden of repetitive tasks simple tasks very simple because we’re after low hanging fruit here yes we’re and we’re not trying to replace anybody’s jobs we’re trying to just cut back on repetitive tasks that take a lot of time. OK, uh, so Jen, um. Jam session number 2, step number 2 in the framework is, uh, I believe is that the jam sessions or that’s jam sessions. That’s right, jam sessions. So after brainstorming, then jam sessions. What, what’s, what’s the difference between a brainstorming session and the? I mean, that’s basically the same except for jam you’re eating, obviously. No, I’m just kidding. Um, did I, did I mix up the framework? Step one is step one’s learn, learn. Oh learn. Oh, see, well, you’re all suffering with a lackluster host and Kate, Kate, Kate was too polite to say. You’re wrong. Uh, step, step one is not brainstorm. All right. Step one is learn. So step one, alright, so, OK, they did the learning. She said they, they talked to Ben. They got some training. That was the biggest thing like what is this and what does it do and what does it not do? Once you have that framework, then you can have your jam session because then you’re like, oh, OK, these ideas are percolating. But to Ben’s point. You’re not immediately diving into OK how is all that stuff I just learned gonna help me you actually stop and come back and go, what’s going on in my job? What do I hate doing? What are the things that I take like this this sort of grunt work, the repetitive task what’s stuff that I’m like oh my god, I hate sitting down with a blank slate looking at. Um, emails I need to go right back to all my grantees. I know they’re gonna be, it’s the same stuff every time, but it takes me a while to find everybody, do the things, write the note to everybody, whatever. I have to go research. I have to go dig through papers. I do whatever that’s like a lot of just sort of like, uh, I hate that part of my job. So you don’t even really get into like, can AII help me with this yet? Like Ben said, you’re just really like, let’s talk to everybody about their jobs. So the jam sessions are more about like, hey, let’s just actually talk about your day to day and what’s the stuff that’s sort of is a drag. That’s your jam session. I know it doesn’t sound like a jam session, but it is because it’s, it’s also very cathartic because you get to like talk it out with your, with your teammates and be like, Oh, this is kind of a drag, and you’re like, Oh dang, OK, great, I can help with that. But let’s not get to that yet. Let’s just say, tell me what you actually literally don’t love about your job. Just get it out. It’s good therapy. It’s get it out, and then you can be like, Great, I could probably help you with that. OK. And, and it’s new Music USA, so a jam session is, is appropriate. It could be even every day. Alright, um, OK, so now we have our big list. We’ll go back to Ben, back to Ben on the end. Um, what, what’s, what’s our big list, uh, step look like? So big list, there’s the normal way of doing this and then there’s the technologically you get like an A plus way if you do it, which is to use AI to help you. With you, OK, we don’t even wanna go there necessarily normal. The normal, the normal way is to listen to, to people in jam sessions and any time an idea comes up, hey, I wish, I, I hate, like Jen, you know, like Jen said, I hate writing emails to all my grantees because they’re all the same. There’s there’s a little bit different thing in each one, which is kind of annoying. You write that down, that’s all. Write it down and make a list and so as you do that by the time you’ve done these jam sessions you’ve hopefully got a list of, you know, 1520 things on it. So that’s the base, that’s the normal way, OK? If you want an A plus in AI stuff, OK, OK, the AI version would be to go to, you know, a quad or something like that. Record all the meetings, by the way, that’s the key. So record the jam sessions, then you download the transcript, right? And you’ve got all the words in the transcript, and that’s all these AI tools work on. They just work on words. So you’ve got all the words in the transcript. You take the transcript, dump, dump it into cloud or JJBT, whichever one you wanna use, doesn’t matter which one, and you say. Hey, I’m doing a jam session, and the purpose of this jam session is to find everyone’s grunt work, right? The things they hate doing, the repetitive, the road stuff that maybe AI might help with, and can you read through these transcripts and pick out ideas that you find? There you go. So you could do it the computer and the AA plus plus plus way is to do it both ways and then combine them and compare, yeah, compare and combine. OK. Do we know yet whether all the items on our On our, on our, uh, big list are are AI achievable? We do not know. We do not know, and a lot of times they won’t be exactly. So that’s what the next, so then you go on to the next step, right, the prioritized step. So I don’t want to skip ahead on my steps. OK. Where, where is there anything more you want to say about, uh, about step three? The, the, the big list? No, I don’t think so. I mean, we covered the big list, list, how, how, how many items do you remember? What, what was your, so, or between, so, so Ben met individually with me and my two colleagues, and between the three of us we came up with a list of 15 possible use cases. Give us a couple of examples of. Sure, uh, well, the easiest one is an AI note taker, um, but things like, so we publicize our grantees on our website to do that we have to create a lot of profiles for each grantee, so like 150 profiles per year in WordPress, so very simple repetitive task that takes a lot of time, that’s one, an AI writing partner for social media strategy is another example. Let’s see what else one more if you can think of one, sure, uh, a knowledge base for grant metrics. So basically loading all of our existing grants into cloud and then making it easier for our grant writer to find metrics from past grants and update them just to save a lot of time. OK, all right, cool, uh, now we’re prioritizing Jen. Why, why don’t you, uh, lead us through this, I think that, you know, honestly that’s a big one where you, I mean, again, the list that you’re making usually isn’t like, well I’m gonna do this in cloude or I’m gonna do this in whatever you just say like I really hate it when you’re, you’re. She’s already gone through all the steps, but when you’re first doing it, you’re usually just saying, God, I really, I need to, I need to go back through all of our past grant applications or I wish I could go back through all my past, you know, applications and pull really great information out of that. God, I wish there was a way to do that. Then you figure out that AI could do that so like we said, there’s usually a list of things you have to go through them and figure out which ones are actually going to be kind of the most AI. Friendly, you know, like these are gonna be the achievable, but back to Ben’s point, you’re literally looking at like high impact, low effort, so you have your think of a little grid. You’re like impact over here and effort over here and one is X and one is Y, right? So you’re looking at high end so you then as a group you kind of map them out and you go how many people in the org will be impacted if we implement this solution that’s gonna be a high impact solution and it’s actually not gonna be that hard obviously rolling out. AI note taker is like the lowest effort thing you could possibly do, and it will have a huge impact on everybody in the entire organization if you roll it out properly so that’s the easy like boom boom it’s it’s a it’s a double win, you know if you go, I wanna create some fairly complicated custom, you know, thing or whatever you’re like oh that’s a high effort and it’s only really gonna impact maybe one or two people on the team. We’re gonna put that in the let’s get to that later list so that’s where you, you make a grid and you put you plot all 15 things out on that grid with some maybe some help from then your consultants because that you’re like I don’t know how difficult this is to implement and so that’s where really the. The folks who’ve been doing this work can kind of jump in and be like, oh, that’s actually a pretty high effort. It’s not, uh, I know all the, all the marketing says it’s really easy, but actually that’s gonna take a little bit more time than some of these others. So helping a group sort of sift those things onto the grid, it’s easy to sort of pick out the top 23 if you’re ambitious, maybe 4, of those high impact, low effort. How long is this 5 step, uh, framework take to work through at an organization that has like New Music USA 10, you said 1010 employees. OK, so how long did it take you? Well, it’s still very much in progress. I mean, you know, like, like everything, it’s a matter of, uh, prioritization so I mean. You start then, when did we start? Was it we really started in earnest in the fall, right? Yeah, so it’s been 8 months or so, yeah, roughly 6 months, yeah, I would say about 6, yeah, yeah, maybe even less. And now you’re at the point where you’ve got your list, yes, so we are now starting the implementation phase. We, we have our, our top 4 that I alluded to, and we’re gonna start with implementing 2 of those 4. OK, so you’re at the top 2 to 3, uh, and the blueprint. You’re in the blueprint phase. What’s, what’s this blueprint all about, uh, Ben? Well, the blueprint blueprint is supposed to be more detail on each idea, and you want to capture, uh, what you’re what you’re trying to replace. So what is the pain point that you’re trying to replace? So what is the thing that people hate doing? That AI is gonna do, um, how’s it gonna do it for you and hopefully a little bit about how it’s gonna be implemented again, you might need some contractor help or, you know, do some research on this, but a lot of times it’s gonna be, hey, we just have a custom prompt that we’re gonna put into a cloud. Other times it might be, hey, we need to connect Zapier with in a. AI system or something like that. Um, but you just want a page or two on each idea and the reason you want that is so that you can take it and hand it to somebody to implement for you. So it’s either maybe somebody on your team or in your organization or it’s somebody you need to hire from outside, um, but it’s like at least a sort of a concrete, you know, not just what this why this exists and what it’s gonna do. But a little bit about how, how it should be done as well and if I may add, I think the blueprint is also very helpful if you’re in a position where you need to get leadership buy-in for implementing such a tool. Nonprofits are slow to adopt to new technologies which is, uh, and I mean arts nonprofits I think are even slower in many cases. So, um, you know, having this blueprint was extremely helpful. I was able to send it to our CEO and say. These are 4 tasks that we can undertake. This is how much time it’s going to take to implement them and how much time it could save us in the long run. yeah, yeah, exactly, and, uh, metrics like this are so important and the blueprint really helped establish those and helped me get leadership buy-in so and then it’s uh implementation. OK, OK, um, you’re gonna talk some about ethical issues around AI, I believe that’s what, that’s what you’re, uh, responsible adoption, there’s a little bit of responsible adoption, yeah, flesh that out for us. I mean, essentially we, there’s, I think we kind of because we only have a 30 minute session we can’t touch on everything, but we do talk about, um, at the beginning a little bit of just about again like backing up to saying like we understand. There are a lot of considerations to go into using these technologies um there’s a lot of um focus right now on the environmental impacts of data centers and things like that so um and. The politics or the. Ideologies of the folks who run the various uh companies that do um the large language models that we’re using right now, the generative AI that most folks are using, so mostly we just wanna bring um some of those ideas, uh, to the fore. We don’t have a lot of time in our session to talk about it, but we can do a whole other, I mean, I’m sure there are other sessions at the NTC this year about the ethics, um, around. Using the tools so it’s also there’s a lot of thoughts about like uh what does it still mean to be the original creator of something? What does it mean now when all the ideas of all of humanity are basically in a giant robot machine and it’s you can spit it back out of you so there’s all these different sort of ethical theoretical ideological considerations, environmental, all these things and it’s just important for us to help people understand. In the learning part we very much say go to some learnings that actually really dig into some of these things if you don’t know about these things already you should educate yourself and then. Like in a session I had on my untangled a couple weeks ago, it was like talk about these things as a group inside your organization. She drops the name I did the podcast. I did, but she did it so obliquely that it’s, probably not even noticed. I just called it out, of course, but man, it’s called, it’s called Untangled. Brian Miller and I were talking about exactly these things to do before you get going, which is to say as an. Organization, where are we with our values and what kind of, um, you know, organizations do we want to work with whether it’s the AI tool or the vendor that you know prints our posters or whatever we need to think about that as an organization you probably already have those conversations about other vendors or other folks you wanna partner with your AI tools are no different, so it’s like how do we want to take our ethics and our values and make a values aligned decision about what tools. We’re going to use and how we’re going to use them as an organization. I like your analogy about working with other partners, consultants, partnering with other nonprofits. I mean you would, you would consider their, their values. You would, uh, you should do the same here. This is, this is a partner. That’s, that’s, that’s a great analogy. And let me, let me add one thing about our framework. We’re about to wrap up now. I want to thank Jen Frazier, Ken, no. I got him. He’s got him. He got him. He’s like, wait, what? I was like, Oh, my mic’s off. I think I turned it off. It happens every time. Please, please, um, so framework wise, by the way, you can actually download our framework from our session notes from our session if you want. We have a little framework handout. Ethics is captured in part 5, OK, which is the blueprint and execution phase. As you do that, you want to, every time you implement a new tool, you wanna update. This thing which you should have called an AI use policy for your organization and so the process of creating one of those should hopefully capture your ethical stance on this stuff you should consider what you wanna use, what you don’t wanna use and put that into your AI use case or AI use policy. Every time you finish, you hit, you know, step 5 and you start executing on your ideas, you wanna go back to the AIU’s policy and add whatever tool that you’ve created or adjust what you have in that policy to reflect the tool that you have adopted or the thing that you’ve created. Can we spend a couple of minutes on the environmental impact? I mean. The environmental impact is unavoidable as soon as you start entering prompts and then massive data centers are churning through your prompt and going through their quadrillions of bits of data and so the the. The environmental impact is unavoidable from, from, from the get-go. If, if you are uh aligned with. The, uh, you know, sort of climate change mindset and that climate change is a is a is an issue for your, for your nonprofit, even if it’s not your work, but it’s part of your values, then, then you have a, you have an unavoidable. How do you reconcile that conundrum that you do that’s uh, you know, a dissonance. Yeah, so, so this is how I think about it. Everybody should think about it in their own way, do their own research, figure out, which is a terrible phrase to use, but do research, figure out how you feel about it. So. The way I think about it is there are environmental trade-offs about everything we do, so drive a car, right? You should probably if you can take the bus, take public transit, not contribute to climate change, right? But there are good things about cars. There are ambulances, for instance, which can take people to a hospital, so it depends on. What you’re using it for, right? So do you wanna use AI to write yourself jokes to make you laugh before bed? Probably not. Are you using AI to change the world in a better way, uh, and that’s gonna be super impactful then you know you wanna think about it. The other thing to think about is the context of the environmental, the actual, you know, the actual data about what. How, how the, the data centers impact the environment is a bit opaque. That’s I think the biggest problem with using these tools is that we actually don’t really know how much energy they use and how much water they use. It’s hard to extract that information from the, you know, the systems that are in place. On the other hand, we do know that Google’s largest data center last year. Used as much water as the average golf course in the United States. That’s the golf course. So what’s more useful? What’s more you know, what contributes more to the world? I would argue, you know, a data center, but maybe not, you know, it depends on your perspective. If you’re a golfer, maybe not, but it’s, I think about all the golf courses on the planet and the. Places also where golf courses are. Let’s go with Palm Springs or Arizona. Same thing. It’s like ridiculous amounts of water that goes into a very luxurious, I think, um, elite elitist, yeah, elitist sport that’s very expensive, blah blah blah. So there’s that, there’s, um, the environmental impacts generally right now are, um. Water consumption is the biggest thing and obviously um but there’s other impacts about like where are they building the data centers who are who’s actually staffing the data centers what people are what folks what’s happening in that community a lot of folks are actually fighting. The building of data centers in their local communities and things like that. So there’s, you have to kind of like dig into it. But to Ben’s point, it’s very hard to find this information. They like to hide it from you as much as they can, but there are different ways. So I’ll just drop another name. There’s an organization here called Change Agent, which is an open source, uh, based and very, uh, uh, an AI tool that’s just like, uh, Chach BT or Cloud, but. They’re built from and within the social sector so shout out to those guys they will give you a rundown of how they are combating the environmental impacts of the data centers that they’re using to process their stuff and so they do a lot of carbon offsets they they do a lot of work internally as an organization to already think about this and combat that so they’re again because they’re from the space they’re already thinking about this and they’re like hey. We know this is a problem we have ethical problems with it, but yet we also see huge benefits from organizations being able to use these tools, so they’re a good one to also just look at if you’re considering AI tools. And Kate, I’m gonna give you the closing word, but how did the New Music USA reconcile the the environmental impact with the, the return on investment that you that it expects to enjoy from. I think using the uh yeah picking up the low hanging fruit with AI sure I mean I think the way we’re thinking about it is more in terms of you know these tools are here and are going to be broadly used and adopted by most organizations and most people so our take on it has been how do we learn to use these tools that are here as responsibly as we can use them. All right, perfect way to start. That’s, uh, to end. That’s uh Kate Dreyfus, director of communications at New Music USA. With Kate is Jen Frazier, CEO and founder at Firefly Partners, and Ben Freda, president of BFC Open Peren BFD Close Peren Digital, whichever you prefer. Now, the name of the company is BFC Digital. Ben Freda. All right, Jen, Kate, Ben, thank you very much. Thank you and thank you for being with Tony Martignetti nonprofit radio coverage of the 2026 nonprofit Technology conference. It’s time for Tony’s take 2. Thank you, Kate. We have a new character in our ensemble at the gym. Community gym that I go to. Uh, this is Sam. Now, Sam, uh, is the gentleman who invited me to sign Jerry’s birthday card. Remember Jerry, who I don’t know, but I recognized him when Sam told me where he sits because he sits at the same bike every single time and he’s turned 91. I signed his card. That was Sam who invited me to do that, not because Sam knows my name, but just because he sees me a lot. So, he invited me to sign. Sam is, uh, Sam is interesting. He’s very. Uh, talkative. Um, he’s, he’s, I think he’s north of 80. He’s got a, this great shock of white hair, all pure white hair, slender, tall. I believe he was in the military. I think I’ve heard him say through the years that I’ve been going, I, I, I, he was in the military. You may have even flown, like a navy, maybe a navy pilot or something, a navy flyer, not necessarily pilot, it could be backseat, some aircraft, but Um, I have to, I have to get a little more bearing on, on Sam. So I just, but I just learned his name. That’s why I’m introducing you to him. I didn’t know who he was, but I heard, uh, him introduce himself to someone else. Yeah, he’s, he’s, he’s chatty. Um, like, he walks around to the different stations and different machines and people and, I don’t know if he’s interrupting, but he’s, he’s imposing. You know, he wants to talk about, he talks about sports, he talks about politics. Uh, he talks about, uh, town stuff, like, you know, events that are coming up, you know, like we had, uh, we had, uh, Saint Patrick’s Day last month, festival, things like that. But he’s, he goes around and he’s, uh, he, he, he is slender, but it’s not because he works out a lot because he’s, he does more walking in the, in the fitness center than he does actually working out at machines or weights or anything. Uh, he’s, um, He, uh, he, he likes to, he likes to tell stories and talk to people. So. That’s Chatty Sam, very nice guy. Well, if you can put aside the food aside the fact that he’s imposing on everyone’s workouts. He doesn’t impose on mine. Uh, and because I’m on the elliptical, or I’m down on the floor and I’m panting as I’m doing my planks and so, plus you’d have to bend down to talk to me. So I’m inconvenient. But, uh, he talks to a lot of people, unless you’re, I noticed, unless you’re on the treadmill, the treadmill, he, uh, he avoids. But if you’re at any of the machines, or even on the bikes, He comes over for a chat. It’s a little much, a little much, uh, I believe. That’s Chatty Sam. And that’s Tony’s take too. Kate So do we know if the guy ever got his birthday card? Oh, Jerry did get his birthday card. Yes, but it was about. 2 weeks late, because he didn’t come in at the same time Sam was coming in with the card. So by the time they got together, it was about 2 weeks after. Uh, Jerry’s birthday. It’s still the thought that counts. Absolutely, absolutely. And he’s probably still, I’m sure Jerry’s still scratching his head. It keeps him up at night. Who’s the person who signed Jim Rat? Who could that be? Who’s Jim Rat? We’ve got just about a butt load more time. Here is ethically using AI. Welcome back to Tony Martignetti nonprofit radio coverage of 26 NTC. That’s the 2026 nonprofit Technology conference. We are all gathered, all these technologists and technology users in, uh, Detroit, Michigan. With me now are Chris Rossica, CEO and president at Rossica Communications, and Bethany Friedlander, president and CEO at New Bridge Cleveland. Chris, Bethany, welcome. Thanks, Tony. Thank you. Pleasure. Have you both. Your session topic is 5 tips for ethically using AI to develop compelling website and social content. Chris, I’m gonna ask you to just give us a high level overview to start us off. Sure. Our room was pretty packed with mainly nonprofit executives who were really based on the title of our topic looking for ideas and how they could use AI to generate content uh whether it’s for their for an article or a blog, how to repurpose that content for social media. Also, how to leverage earned media coverage, say, um. An interview with Bethany Friedlander from Newbridge and take that interview and turn it into say an e-newsletter for stakeholders so it was really about utilizing AI in ethical ways of course but utilizing it to really integrate. And diversify marketing communications so it’s less taxing on staff to do that work and it makes it more feasible to do the work that in the past may not have been a priority based on. Resources resource limitations and lack of qualified personnel to, to do that work. All right, thank you. That’s ideal. Thank you for that, um. Now, uh, Bethany, are you a, a client of Rossica Communications? Is that the relationship here, client and consultant? Yes, we actually met at South by Southwest EDU. We sat next to each other at a breakfast and have developed a really strong relationship, um, primarily working on elevating the story of New Bridge Cleveland. We’re a smaller nonprofit. Uh, and so, uh, looking to frame that story, how do you become not a nice to fund but a must fund, and how do you do that, particularly bringing national money into Cleveland, which is not a place where a lot of national money finds its way actually we have a very robust local philanthropy but not nationally. OK, and, uh, before working with, uh, with Chris and Rossica, what, what, what was your experience, if, if any, with artificial intelligence using. I think we were probably in the same place a lot of nonprofits are, which was, is this cheating, right? We’ve, we answered the same grants 15 years in a row with the same questions. They’ve never changed the application. Um, is it cheating to use AI? And I would say no, we have our own blinders on about the language we use to discuss ourselves, and I think it’s important to have an opportunity to have that looked at, challenged, and improved. OK, um, Chris, why don’t you, uh, walk us through, you have. You have 5 strategies of uh of uh ethically using AI for web and and social content. Can you talk can you just tick those off and then we’ll talk through? Sure, sure. So the ways that you can use AI include positioning and messaging. And help frame to frame the story. Uh, the second is for repurposing. Content for stakeholder communications. Uh, the third way or that you can utilize AI is to help you expand your website content, and that includes articles, thought leadership articles on your site. The 4th is to utilize these tools to help you. Be more searchable online. So AI search today, Tony is huge and. Many nonprofits were struggling, are struggling or still struggling with search engine optimization. Now you have AI search and how do you rank, how do you rank in AI search? So that was another key topic we spoke on and then the last is really creating your brand persona and how do you stand apart? How do you differentiate your organization? OK, OK. Um, around the, uh, the, the ideation, you know, thinking about the brainstorming, how you might have started using AI at, at, at New Bridge Cleveland, Bethany, what did you, was there a brainstorming session or, or meetings or like how did you decide where, where the, the. The best use cases would, would be to begin. Uh, so a number. So first of all. So, a lot of different opportunities, right? So one of the biggest for me was how do you choose character limitations and grants. So you can write the most eloquent answer in the world and if it doesn’t fit within 250 characters, so it’s fantastic as a tool to take you and edit as an editor. Also, to, um, help you brainstorm, so the opposite, right? So sometimes I know exactly what I wanna say and I’m not saying it in a few enough characters and sometimes I don’t know what I wanna say at all and so I can start in a very casual way throwing ideas and and I and words into into AI and then getting back the brainstorming that then I can then further refine. Chris, any, any thoughts on this ideation phase? I think that. Having AI really get to know you and what you’re all about is critical and Bethany’s done a great job of doing that, of educating the AI of prompting it, of having it really explore what her brand is all about. Most websites today aren’t up to date with people’s messaging. Why? Because all organizations evolve. All nonprofits are, are evolving. The landscape is very it’s challenging right now because federal funding has been cut across the board. And how do you stand apart and diversify your funding mix, right? And that’s one of the things that New Bridge has done a great job with it’s. Really giving AI all of the information and they’ve also updated the website too recently with very current messaging um again many fall behind in that area, not just nonprofits but across the board corporations too as well so that’s something that I’ve seen really pay dividends to Newbridge and Bethany I’m sure has a lot. To say about how she works to inform the AI and really let it get to know her. So I throw every email that I write into it with the quote uh with the prompt of make this better. I may or may not use the change, but every time I do that it’s learning my language. It’s learning my phraseology so that then when I ask it to create something new, it’s creating it more and more frequently and tighter and tighter closer to my own voice. We’re also a fairly complicated nonprofit in terms of how we do the work, and that’s been a challenge since our inception to explain to funders and so. Allowing, uh, myself to engage in a dialogue with AI to say which parts of this are the most resonant with the uh with the with the audience that I’m trying to get to and not. And understanding that it really only matters that it’s heard, it doesn’t matter what I’m necessarily prioritizing, so letting it do some of that work for me and acknowledging that I may not be the best lens, we’re very close to our work. I don’t think there’s a nonprofit here who isn’t deeply passionate about their mission, deeply resonant. That can be a huge limitation to your success because it puts huge blinders on you and the language you use to describe your work. That’s interesting, yeah, yeah, um, when you’re, uh, when you’re uploading everything, including your emails, are, are you, you, you’re doing this to a, to a learning base that is unique to, uh, to Newbridge? It’s not, this is not in the public domain, right? Well, and that’s a funny question because I am giving it a tremendous amount of power and information that it can use then to improve other nonprofits, right? But I think it’s still worth it to have that refinement. To, um, and I would say now, uh, I would say about 85% of what it writes. I clearly hear my own voice. I, I no longer question it does not seem like a foreign entity, but that’s also because I have my own account. I don’t let anyone else use my account, so it’s only getting input from me. It’s not getting input from the entire organization. OK, OK, but, but it is one of the public models. Yes, it is, it is. OK, and so that doesn’t, I mean, every email, maybe not every email literally, but you know if it’s 95% of your emails or even 75% of your emails, that that doesn’t bother you that. That they’re now in the, is it right to say they’re in the public domain? Well, they’re they’re they’re in the domain that that this large language model which what what do you use? chat, OK, that chat is learning from that doesn’t, I mean that that doesn’t trouble you. It does. I suppose suppose somebody does a prompt write me an email in Debbie Friedlander’s tone to. To uh have her director of finance write a check for $50,000 to, to my company. I mean, yeah, no, I think it’s a fair question, and we had a great audience member who wouldn’t talk about like the ethics of all of this, and I think it’s incredibly important. I think where my head’s at right now is a 15 person staff. With a $2.5 million dollar budget that has to be raised like clockwork starting July 1st of every year and right now the benefits outweigh the liabilities, I care deeply about my participants and making sure that no private information about my participants is ever included in those emails. I would never do that. Uh, I would also never put an email in that had any private information about a funder or an arrangement with a funder, but if we’re talking about, um, you know, conversational emails where I’m talking about Newbridge and. Every day I have 10 opportunities to describe the organization. They don’t all land equally and so being able to run it through that and recognizing. I think it’s elevated the language and I mean my proof is, is that it’s elevated our status in Cleveland. It’s it’s increased the number of tables that we’re sitting at. It’s increasing the number of dialogues we’re participating in, and I think ultimately that pays off. That’s interesting. So you, you, you’re seeing those kinds of outcomes, prominence in the city, absolutely. Being a thought leader and I mean you can only be a thought leader if your thoughts are well organized and I don’t know that that’s something that naturally we all do particularly well and heard and heard and heard otherwise you you if your thoughts are well organized and nobody reads them, that’s called a diary you know. It’s not what you’re aspiring to, right, uh, OK, no, but you’re right, there’s risk and there’s, and you are enriching something that you’re never gonna get back, so you have to hope that your returns coming in another way, and I think right now benefits outweigh liabilities. I, I can’t say that that’s gonna be true forever, OK. Uh, Chris, say something about the, the AEO I call AEO, artificial engine optimization. You, you said earlier a lot of nonprofits are still working on SEO, but that, that really has been, uh, overtaken. Uh, it’s almost an anachronism now because of the, because the artificial engine, the AI engines are generating summaries that don’t, don’t lead to your website. How do we overcome this? Well, certainly their new environment. There are a lot of It’s pretty simple and straightforward ways of understanding how AI works. And it’s not really reverse engineering either. You can look at who is ranking for certain key phrases so if you put in workforce development, healthcare workforce development organization in Cleveland. We better come up first. You better come up first. Exactly. This relationship is not working otherwise. Exactly. You’ve been admonished. Yeah. So if You put in a cer a certain key phrase depending on where you’re located and. The service. The geographic surface area that you’re serving, right? You can be a national organization most of the time though, national organizations have a local presence, right? So the very the telltale signs are, you know, are you ranking in AI search results and if not. Look, scroll down and then you’ll see people who are searching AI also ask and then you’ll see some additional key points. So you’ll know the important, that you’ll know the ways people are searching in AI for answers. After you understand that, then it’s time to modify your website and the content on your website to create. Summaries, really succinct summaries and Q&A’s or FAQs that address those questions that are being asked on a regular basis. So that’s, these are just some very basic, uh, ways of beginning to appear in AI search results. There are some other things that are a little bit more technical. So if any of your listeners have questions about that, we’re very transparent and very willing to share with them those specifics so if they have a web developer that’s part time or an agent, a company that’s working for them, we can steer them in the right direction and let them know what they need to do so they rank in AI search responses. OK, OK, um. Bethany, how about, uh, expanded web content? You, I guess this is a, this is generating website content for you as well as social, right, as well as social content. Yeah, so before we met, Chris, we had no social media presence. I just didn’t have anybody. I feel, well, let me take a step back. I think it’s really important if you’re gonna add anything to your organization you need. To be doing it consistently, so having, you know, a Twitter account if you’re tweeting tweeting or Xingxing I guess Xing once a month is is irrelevant so I never had the staff to do it. Chris has showed us how we can take content that we put in one place and use it in multiple other places in a really simple way and so we’ve greatly expanded our footprint and I think um it’s really about. It’s not, it’s not about eliminating work, it’s about doing work smarter. And so I think we were in the phase of just we can’t, and now it’s we can and we can do that smarter. And is that AI related? It is. So explain how you took, you can take like one of my articles and then so Bethany was featured on Medium or Authority Magazine’s Medium platform. Millions of people have exposure to that, but how do you know if the right people are. You know, tuning into the website and seeing Bethany’s uh bylined article or op ed piece. So what we did is took use utilizing AI took that interview with Authority magazine, turned it into a blog post that went on to New Bridge’s website, turned it into a LinkedIn social post, uh, all in an automated fashion that saved so much time, and there’s no. It’s in the, the information. The article was in the public domain to begin with. It’s on Medium.com. So I understand the question you asked earlier, Tony, about sensitivity and do you really want to give it confidential information and 99%, I mean, almost all of what we do is not that at all. We’re, we’re, we’re very wary of doing that and I concur. I get the sense that you feel you, you have some concerns about that. And we have the same concerns. I know Newbridge does too, but in this area. That article. Now it’s turned into all this content for different channels and it’s all unique content. Same holds true not only for the earned media coverage, but for an article, a thought leadership article that is written for the Newbridge website, that can be turned into a media pitch. Well that can be turned into a um into social posts for all your social channels and then we use AI on an ongoing basis to take one social post that we write and turn it into social posts for all of uh nonprofits channels um so it’s unique content but it’s still conveying the same message. You, you had your session already, right? Yeah. So what are some of the questions you got that struck you that are memorable? So we, we asked them a question which was to put, uh, a simple question into whatever uh AI they’re using, which is what movie star is my organization and. Um, and I do that and I talk about that because it allows you to see how you’re being seen. It’s the language you’re using. So interestingly enough, overwhelmingly in the room, everybody got Tom Hanks, and the, and the inclination was, oh, then AI is not that smart, it only has one actor, and my response is no, that’s because we’re all talking about our organizations in the same way. We’re all talking about ourselves as kind, good people. Now, interestingly enough, Newbridge doesn’t come up that way. Newbridge comes up as Viola Davis, and that’s partly because we talk a lot about trauma, resiliency, and grit. And if you wanna talk about somebody who embodies that, Viola Davis really embodies that. So my suggestion to people is if you don’t like what you’re getting back, then think about how you’re talking about yourself because we’re really much more complex than just being good. By the way, Rossica Communications is George Clooney, so which, which was a shocker, by the way. Clooney. OK, now I’m thinking of Alec Baldwin. Yeah, I was thinking of the personal side of Alec Baldwin. No, George Clooney. Now that, yeah, so are you happy with that? or very happy, yeah, OK, yeah, great under pressure. He always seems to be great under pressure. His persona, right? His acting persona, very consistent. You can rely on him, yeah, those types of attributes, yeah, does similar kinds of roles too. Yes, right, OK, leading man, very good. OK, uh, what’s, what’s another question you got that might be interesting folks? So we also ask, uh, what’s something about my organization that’s confusing or might be misunderstood by funders. Again, something that you may not see, it may be a huge blind spot for you, but can help you with clarity and then also what is the number one thing we could be renowned for? What can we be world best at? So I think. Um, asking it those questions, it’s not, I mean, it, it’s not foolproof, but it does give you a sense of how somebody who’s not with you every day might respond to you, think about you, and what they might be left with is an impression. If it’s not the impression you want them to be left with, change the language you’re using. Yeah, Tony, we always say perception is reality. And how are you effectively. Demonstrating the value you bring to the stakeholders that you serve and if you’re not differentiating your organization and if you’re not. Saying things that truly resonate with those stakeholder groups, then you’re missing a huge opportunity to, to improve communications in order to serve more people that you’re looking to serve. How about we leave it there. All right, thanks. That’s Chris Rossico, CEO and president at Rossico Communications, and Bethany Friedlander, president and CEO at New Bridge Cleveland. Chris, Bethany, thank you very much. Thank you. Thanks for being with us and thank you for being with Tony Martignetti nonprofit radio coverage of the 2026 nonprofit Technology conference. Next week, we’ve got more on AI from 26 NTC with AI for the rest of us, and your AI acceptable use policy. If you missed any part of this week’s show, I beseech you, find it at Tony Martignetti.com. Our creative producer is Claire Meyerhoff. I’m your associate producer Kate Martinetti. The show social media is by Susan Chavez. Mark Silverman is our web guy, and this music is by Scott Stein. Thank you for that affirmation, Scotty. Be with us next week for nonprofit radio. Big nonprofit ideas for the other 95%. Go out and be great. OK, um, a little note here. We, when you, we’ve got more, the way you said more made it sound like it’s, it’s too much. It was, it lost the effect that we’ve got, like, we’ve got more. All right, you didn’t, I’m I’m exaggerating. You didn’t do it that much, but just, we’ve got more on AI. Please, just do next week for me. Next week, we’ve got more on AI from 26 NTC with AI for the rest of us, and your AI acceptable use policy.
We launch our coverage of the 2026 Nonprofit Technology Conference with an NTC perennial: Rubin Singh. This year, he asks you to consider the human side of tech that impacts your CRM, and really, all technology: governance; business processes; inclusive design; and, change management. Rubin is CEO of OneTenth Consulting.
Amy Sample Ward: A Conversation With The NTEN CEO
NTEN hosts the Nonprofit Technology Conference. NTEN’s CEO, Amy Sample Ward, is also Nonprofit Radio’s technology contributor. They join us to share about the people and place of 26NTC. What does the host CEO do to prepare for a major annual conference?
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And welcome to Tony Martignetti Nonprofit Radio. Big nonprofit ideas for the other 95%. I’m your aptly named host and the pod father of your favorite hebdominal podcast. Oh, I’m glad you’re with us. I’d be hit with delusional parasitosis if you infested me with the idea that you missed this week’s show. Here’s our associate producer, Kate, to give you the highlights. Hey Tony, we have consider the human factors. We launch our coverage of the 2026 nonprofit Technology conference with an NTC perennial, Ruben Singh. This year, he asks you to consider the human side of tech that impacts your CRM and really all technology, governance, business processes, inclusive design, and change management. Ruben is CEO of 1/10 Consulting. Then A conversation with the N10 CEO. N10 hosts the nonprofit technology conference. N10’s CEO Amy Sample Ward is also nonprofit radio’s technology contributor. They join us to share about the people and place of 26 NTC. What does the host CEO do to prepare for a major annual conference? On Tony’s take 2. Tales from the gym. Sourdough from Kim. Here is, consider the human factors. Hello and welcome to Tony Martignetti nonprofit Radio coverage of 26 NTC. That’s the 2026 nonprofit Technology Conference. We are kicking off our 26 NTC coverage with this interview. Everybody’s gathered in Detroit, Michigan, this incredibly savvy, smart tech community. And we’re beginning with Ruben Singh. Ruben is CEO at 1/10 Consulting. Ruben, welcome to nonprofit radio coverage of 26 NTC. Thanks for having me, Tony. It’s a real pleasure kicking off. You’re our first one, first one of the year. Excited to be here. It’s a real privilege. My pleasure too. Thank you. You’re a perennial. I don’t know, 3 years running, 4 years at least, at least, yeah, yeah, yeah. I always enjoy the conversations. Um, thank you. I do, I do as well. Um, just give us an. Overview of the the the topic your your session topic is beyond the technology, the human factors, the human factors driving nonprofit CRM success. Give us an overview. What, what are we confounding between tech and human factors? Sure, sure, um, yeah, thanks for asking. That’s why I really love being here at uh. Um, at NTC because, uh, I spent a lot of time throughout the year, uh, going to other different conferences that focus so much on products, um, on, on newest innovations and, uh, newest technology, and, uh, this conference really gives us the opportunity to step back and say, you know, what makes the technology successful, and in my 20 plus years of consulting experience it actually has very little to do with the technology. Itself it has to do with all the things that are surrounding it in my opinion, yeah, yeah, yeah, I mean the, the technology is out there, um, everyone’s, you know, all, all vendors are really, um, doing as best they can to make sure they’re, they’re aligned with, uh, the needs of the community, but, um, that in itself doesn’t make success, so that’s kind of what I’m hoping to, to touch on this week. OK, sounds very good. Yeah, thank you. That’s a great overview. Uh, you can, you can grab, yep, grab his mic and. So what are some of these, uh, Amy also we might wanna be sensitive. I’m not sure about if the PA is a little too loud. I’m not sure it might be. We’ll take care of that. What are some of these human factors that you think are influencing CRM success? Sure, um, there’s gonna be about 5 or so that I’m gonna cover in my talk, um, but I can surely, uh, chat about some of those here. I, I, the first and foremost is really clarity of purpose. Um, what is it that we’re trying to achieve with the system? Um, oftentimes, uh, organizations will reach out to us and say, hey, you know, we, we need Salesforce, uh, and then I might ask them, uh, you know, what is it that, what, what is it that drove you to that decision, or, you know, what business problem are you trying to solve, and there’s not always answers for that, um, or the answers are very different depending on the different folks that you speak with, and, um, you know, it’s, it’s very easy, especially when, you know, you as a consultant to wanna jump in and problem solve and, all right, let’s build. Um, but, uh, you know, as I’ve learned through my career, uh, you, you really need to start with that strategy first, um, so that’s a, a, a, a key point of, of clarity of purpose, you know, what is it that we’re trying to achieve? Are, are we all on the same page of what we’re trying to achieve? Are there potentially different goals? Is it, you know, that we want to increase fundraising? We want to, uh, you know, we wanna be able to measure our. Impact better of our programs we want to be able to tell our story better. Is it, is it all of the above, um, all, all of these things ultimately need to be defined so we know how to, to, you know, uh, chart a path forward. I feel like some of this may be simplicity too isn’t, I think it’s simpler, although taking on a CRM change is not, is not simple, but. Is it, is it easier from an institutional perspective to say, you know, it’s a tech we need tech we needs Salesforce and we need versus being more introspective about our human our our our our human influences over technology? Absolutely Tony I think you you you hit the nail on the head there. I think it’s uh. Uh, oftentimes I’m brought in for what is said, hey, we, we need to solve this technology problem. We need to migrate to this new system or we need to upgrade here. And as I start having conversations and peeling back layers of the onion, I realized, goodness, this, uh, this is not a technology problem at all, um, or, or a very small part of it is technology. Um, there’s, um, you know, and, and I would say that, um, we, we often as a consulting practice, um, get brought into. Uh, organizations that have had a system for a very long time or they may have had an implementation that didn’t go very well, and when we look at the system itself, um, it, it’s almost, it is a reflection of the organization as well. It’s, it’s like we could see what your operational model is just by looking at your system. If it’s, if it’s very siloed and the data is very, you know, walled off, well, you know, it, it’s probably how you operate as an organization. Um, you know, every, everybody kind of doing their own things without a whole lot of synergy or a whole lot of, uh, ways to, to, um, work with each other towards a shared goal. Um, if data is, um, not really, really maintained very well, there’s not a lot of good data integrity, well, that probably reflects about, you know, how, how much or how little you value your data. Um, there’s so much that we can learn, you know, by seeing how the systems are and, and to your point. It takes that introspection and um it is much easier to just build and to be fair because then we can jump into a we can jump into it now we’ve got these 18 month project and just take a life of its own and we can ignore we can ignore we can ignore it the issue, the human issues and the culture issues that that we’re suffering through. Yes, and, and if I can, you know, if I’m being truly honest here, um, I will be honest it’s a safe space here. Um, we, uh, vendors, product vendors and consultants, uh, like myself, we don’t, we don’t necessarily make it easier, you know, we, we’re also like, oh, you know, if you’re not jumping on AI right now, you’re behind, or, uh, you know, if you’re not taking advantage of the latest product, oh gosh, where are you, you know, so I think, you know, we, we play a role in some of that as well, um, and so I really, uh, respect those organizations and, and especially those leaders within those organizations. who have that introspection and humility to say, you know what, before we jump into this, um, we need to make sure, uh, we’re aligned and, you know, our data is right and we’re, uh, you know, we have, uh, similar ideas in terms of strategy. We’ve cleaned up some of our processes. Otherwise what we’re doing is we’re spending those 18 months building something that ultimately won’t be used, um, and really, uh, hurts the bottom line of the organization and the impact they’re trying to deliver. How do you help clients? Make the pivot from we need the we need the tech solution to. We need to look introspectively at our, our human factors. Good question. And it honestly it doesn’t take much, um, you know, I, I, one thing I, I tried to insist on in our projects and try to build it into the, into the budgets is at, at bare minimum of, of what I call a visioning session where if nothing else we get leaders, managers, some, uh, you know, folks who are using the system in the front line. Get them together and be able to have a simple conversation about what exactly are the goals. Who are you as an organization? What are you trying to accomplish? What are those metrics that, that can tell you that you have or have not accomplished it? Um, what’s your vision of how a CRM system or your technology is going to help you achieve those things? Really just these 5 or 6 questions, um. I will get a good uh idea of how uh aligned they are and then you know when you ask those questions and everybody in the room has a different answer, that’s when they realize oh OK we’re not ready to jump right in um there are cases where everybody is aligned OK well then we can we can move a little bit faster and start talking about requirements and design, um, but I would say majority of the time with nonprofits, you know, trying to juggle as much as they have to in, in very unprecedented times. Um, it is, uh, it’s really, uh, that, that, that sort of initial conversation, um, is usually what makes folks realize, oh, we really need to step back and do this right. I’m wondering, has this cost you clients where, where, you know, they, they realize they’re not ready for the kinds of solutions and the kind of work that you bring? Um, it, it, it, it did early on, it did early on, early on I would say, you know, that they would come to us and say, hey, you know, we were referred to you, or, you know, can you implement this, and, and, and I like to step back. OK, well, we’ll find somebody else then. Um, oftentimes I’ll, I’ll actually refer them to somebody else. Like I, I, I don’t want to, I’m not in the business of, of, uh, wasting nonprofits money, um, or, or setting them up for failure. So, um, there’s, uh, but I would say as, as I’ve gotten further in my career and, you know, um, have shared a little bit, you know, the success story. That we’ve had with this approach, it’s, it’s actually, you know, we’re starting to see some nonprofits, uh, uh, reach out to us for this. They, they know that they, they need someone and, and they also don’t necessarily wanna bring in a different strategy consultant because they don’t want to have someone who is so disconnected from the technology, um, so they like to have someone who understands the technology, understands the technology roadmap, but doesn’t start there. Um, so I would say it’s, it’s actually, um, it, you know, at the beginning, it, it was tough at first trying to, to convince folks that this is the right way, but now folks are looking for it. Yeah, you and I have talked in the past about inclusive design. Let, let’s talk some about the, again, remind folks the, the value of that and, and how that plays into the, the human factors that are going to influence our, our CRM success. Absolutely, thank, thank you for asking. It’s, it’s not a question I get asked enough, so I appreciate that. We’ve talked at length about it. Yeah, well, I appreciate it. You, you always make sure that we include this as part of it, as part of the conversation. I, I love that, um. It’s, uh, uh, it’s, it’s definitely one of the factors, one of the 5 factors that I’m gonna be speaking about today later on, um, yeah, it’s, it’s, it’s really just asking ourselves, uh, when we build systems, uh, as I mentioned, it is a reflection of the organization, it is a reflection of the organization’s values, so we have to ask ourselves who, who, who is at the table making these decisions about how the system is gonna be built, um, and who is not at the table, um, if and who is not at the table, you know, what can we do to get some form of representation to make sure that their voice is heard. Um, oftentimes I’ll go into an organization and, you know, IT will, will, will be sitting with me and say, OK, let’s get into requirements and design, and that’s why I always, you know, say, OK, well, we can, we can talk about this, but ultimately we’re gonna need to talk with the folks who are gonna be using the system day in and day out. Um, or some organizations even a step better, say, OK, well, you know, here’s our super users, and I’ll, and I’ll say, great, you know, I’m happy to talk to the super users who love, you know, the technology, who love CRM. I also wanna talk to people who hate, who hate it, who are uncomfortable with it, who are reluctant, who are resistant, even. We wanna talk to everybody. We wanna talk to people of different demographic, different lived experience, the, the, the more, the more, uh, perspectives we can get. Um, it is gonna help us build a system that’s really designed for everyone, um, so, so I, I, I do believe that and I think also we’re in a time now where, um, we have to be mindful about the data that we capture, um. You know, we, uh, only maybe 10 years ago everyone was talking about big data and collecting as much data as possible so we can do all kinds of, uh, analysis and such and, and patterns and visualizations, um, where I think the nonprofit community is being a little bit more intentional, needs to be more thoughtful about the data that we capture and the data that we decide, hey, this is not, not good or not safe to, to keep in our system. Um, so, you know, these perspectives don’t really come up unless there’s people in the room who are thinking about it, um, so that’s where the inclusive design part comes in, uh, is really making sure we have, uh, as many perspectives at the table, so we have a system that’s really designed for everyone, and we’re being mindful and intentional that, you know, in the data that we capture, the processes that we build, that we’re really. Keeping our communities in mind that we’re serving and and not potentially creating harm, you, uh, you alluded to the principles. I think you’ve got 5 principles of, of, uh, for successful CRM implementation. What can you just tick off those 5, um, clarity of purposes, as I mentioned, the inclusive design is another governance is a 3rd. Um, uh, leadership and leadership growth in the process is, is, is a 4th, um, and the 5th, uh, is, uh, uh, the, the human factors, uh, sorry, the, the emotional, social, emotional aspects of, of moving to a new system, and that’s where I’ll speak a little bit towards, you know, really just understanding that for some folks, uh, moving to a new system, it’s, it’s more than just. Just a technology change, it is really changing your way of life, especially for, you know, I, I work with gift processors who’ve been doing, you know, this, this, this job, um, where they really ensure every gift is, is, uh, entered and processed and coded correctly. Some of these folks have been doing this for 1015 years, um, and it could be a thankless job, and, um, you know, everybody wants them to move quicker, move faster. Um, and, and so I, I, you know, spending time with folks, um, in those roles have just made me realize that this is more than just a software change. Um, it’s really their livelihood, it’s their, it’s the way they do their work, it’s, it’s what they feel comfortable with every, every day, so we have to be thoughtful and intentional in the way that we, um, bring change in those situations. How about the governance role? What, what’s the, what. You’re you’re thinking there, yeah, on the governance side, um, it’s, it’s sometimes one of the hardest things to, to get, uh, folks on board for, but it’s to me it’s one of the most critical things. It’s, uh, you know, when we, when we roll out a new system, it is, it is, we try to make it as perfect as possible, but it’s only good for that moment in time. Um, organizations will evolve. They will change. Their needs will change. New programs come, new programs go. The, the, the social political climate changes, um, and the system needs to evolve with it. And that’s one of the things that I’ve seen when we, when we see how CRM or why CRM systems failed. In my opinion, this is one of the biggest reasons, um, because the, there’s no structure in place to ensure that the system is evolving along with the, uh, with the organization. So when I say governance, I’m talking specifically about a committee, a council, call it what you want, of a cross-functional group of uh folks across the organization, some leadership, some frontline staffs, everything in between. Um, making sure every department is, uh, or business unit is represented in this council, and they’re actually the ones who own the system. It’s not IT. It’s not consultants. It’s not any particular vendor. It is really this governance council that ultimately makes the decisions on, on what gets prioritized, how the system will evolve, what integrations are in place. Um, they don’t have to be technical, you know, that’s where. You know, consultants or IT come in to help implement and execute, but the ultimate decisions are really made by this, uh, governance committee in itself, and I could see how that would bleed into leadership, another one of your five principles you need leadership to create this governance council to make it real and not a, you know, a facade, right, right? And you’re saying and that yeah, and, and the buy-in that the governance council owns the. Owns the system. IT is a support absolute IT is support. So but leadership. I was, I was encouraging you to talk something about the leadership role. Yeah, absolutely, and I think that, um, and, and it’s critical because, uh, we work with some organizations right now who’ve who’ve taken our advice. They’ve created this data governance council, but it’s tough because let’s take an example, um, you know, how do we track certain demographic fields in the system? It might seem like a very simple thing of how do we track race, ethnicity, gender. Um, in, in, in these types of factors, uh, there’s actually a lot of discussion and debate when it comes to these things, you know, how do we wanna break things down, how do we wanna track it? Should we track it, um, and there can be lots of, um, differing opinions here, but this is where leadership then comes in and says, OK, I’ve, we’ve listened to everything, and, and they help, can help facilitate and manage the discussion. Um, there’s also, uh, another topic that comes up in these governance councils is also permissions and security. Um, especially for organizations that are, that are a bit siloed or are used to having their own shadow systems or their own way of doing things, you get everybody together, but now everyone wants everything walled off. I don’t want anybody to see my data. This is where leadership can come in and say, look, these are the advantages of, you know, transparency. This is what the advantages are of, of having some shared data. It can bring synergies that you can, we can refer from program to program. Um, so you know there’s going when we get these governance councils in place, um, there’s going to be debate, there’s gonna be discussion, there could be very heated discussions, but this is where leadership can really grow into, uh, they can either, you know, avoid it and say, hey, you’ve all figured out yourself, or they can lean into it and, um, help facilitate decisions. That can help the organization long term so leadership growth um or that leadership role is is critical to making the data governance work. Say a little more about the the growth and the the evolution really of the system you’re saying as the as the institution changes the the system has to change with it. Uh, is that, is that just like a, a technology maintenance plan, or, but rather, I’ll tell you what, rather than me guessing what it might be, why don’t you just tell us what, what it actually is? Yeah, yeah, sure, um, no, no, all good, um, so an example of specifically around data governance is, um, I sometimes work with organizations, uh, and we start looking at their data of, you know, OK, well, let’s say for what we need to, what we need to move to a, to a new system. Um, they wanna migrate to a newer platform and such, and I find all these data points that are there that have been there for maybe 1020 years, and then you start asking around and nobody can really explain what it’s for, um, nobody can explain the, the root of it, the origin of it, and it’s just things that have been added over time. Um, in, in the most basic form ways, it, it, it clutters the system. It adds to the technical debt. It clutters the layouts that makes it hard and, and, and to use, and, um, oftentimes that stale data, um, it, it sort of takes away from the confidence people have in the system. So they’re like, OK, yeah, I don’t know if this data is accurate. I’m not going to use it. Uh, in fact, I have this spreadsheet that I keep, and I know that’s accurate. A death knell to CRM success exactly antithetical to CRM, uh, yeah, and then if we, if we tie it back into the inclusion conversation, um, you know, sometimes I’m, I’m working with a nonprofit that works with, uh, housing, for example, and then I start looking at all these questions that they ask in their questionnaire questionnaires, and it has to do with criminal history. It has to do with substance abuse history. It has to do with all these things, and I, I start, I have to ask these questions. Why are you tracking all this? What is it is. It, is it required? Is it, and then some of the answers I get back is, oh no, no, no, this was from a grant report that somebody asked for 10 years ago or, um, a leader who was trying to do a report and they asked us to capture this, but nobody’s actually using it right now, um, and now if we think about, you know, big data, data analysis, we talk about AI, um, you know, my fear is, uh, that this, this data gets in the hands of the wrong folks and it can actually harm the communities that, that, that they’re trying to serve, so. Um, so I think that those are just a couple of examples of where, you know, systems need to evolve with the organization and then of course there’s the more operational stuff, new programs, different data points that we wanna collect, different drop downs that we wanna collect, um, and just making sure that the system evolves. The moment, the moment the system doesn’t catch up with it and it becomes too hard to make changes, um, that’s where you’re gonna see the shadow systems and the spreadsheets coming back into play. Share something else that uh you’re gonna talk about in your session today that that we haven’t talked about or or go into, go into more detail on something you think we haven’t covered sufficient. Yeah, I think, um, yeah, the part that I’m most excited about is, is really just talking about how, how the, the, how the CRM is really that operational model. I don’t, I don’t think folks really see that enough, um, you know, I am gonna ask folks like what, what are the, you know, key reasons that they see CRM systems going sideways or implementations going, you know, getting derailed. Um, so I’m excited to hear what the feedback is, but I know when I’ve done these presentations before, it rarely has to do with the technology, and so, um, you know, so, so I think that we haven’t talked about things like change management. Of, of course that’s definitely a key component of it, um, but yeah, I’m really most excited about just kind of talking about the operational model, and, uh, you know, when I, um, Had, I did a similar presentation last year and I spoke a little bit about one of the, one of my five factors back then or last just last year was, um, make sure you start every project with a project charter and uh I don’t know if I feel strongly about that this year. I say the project chart is important, but you know I, I, I would start with a theory of change like that that I think is more important, um. The, the, the project charter could is still a good data element to capture um on how you’re gonna run the project, but I think it’s a project charter, charter, yeah, yeah, of like, you know, what are we trying to accomplish in this project, who are the people, who are the roles, um, how do we make decisions, it’s important, but I think even more important and what I’m gonna emphasize this time is, is the strategy part of it. You know, who are you as an organization? What is your theory of change? How do you intend to achieve the change that you’re trying to create in the world? Let’s start there. Let’s start there and then, uh, we work backwards. We then we figure out the processes that will support that. We figure out the outputs that you wanna track to know that you’re successful. Now let’s start talking about the technology. The technology comes last, OK, yeah. Let’s, uh, so that’s the place to start. We’re gonna end, uh, we’re gonna end our conversation with that. Ruben, always a pleasure. Thank you. Thank you so much. My pleasure. Ruben Singh, CEO at 1/10 Consulting, where you know that you’re not gonna just be sold a system that, that, uh, will keep Ruben busy for 18 months, but, uh, you ultimately unsatisfied with your CRM that, that, that does not happen for 1/10 consulting clients. So pleasure, Ruben. Thank you. Thank you so much. It’s time for Tony’s take 2. Thank you, Kate. We’ve got tales from the gym, sourdough from Kim. I learned recently. Uh, one of my, uh, visits to the gym in the morning that, uh, the sourdough bread. Is still flowing from Kim to Robert. I know you know Robert Semper Fi, our, our, uh, PhD, our Harvard Kennedy School of Government PhD in, uh, global studies. Recently, new PhD and it was Kim who was giving him sourdough bread. We saw this happen once before, uh, and they had made it sound like it was gonna be an ongoing thing and it turns out that it is. I saw the exchange, she brings the loaf. Last time she went out to the car to get it. Uh, she was, she was, uh, this time she was better prepared. Oh no, you know what? Last time it was impromptu. She was just talking about the bread and he got a loaf, but then it’s continued. And this week I saw, I witnessed one of the exchanges firsthand. It’s amazing to see, to, to catch a glimpse of, of monumental, you know, milestones of in history like this. The sourdough loaf, exchange, the transfer. The gift of bread from Kim. To our new PhD Robert. So, it was a startling thing to witness. I’m, I’m glad that I was there at, at the moment. You just, you just never know when these things might, you know, might never, might, it might never happen again. You just, you just have to get lucky in life this way. I also learned that Kim is the choir director. Uh, here in town at the church. Now, my town has lots of churches, but I guess one is the church. If I had to guess, I would say it’s probably the, the biggest one, which is the Baptist Church. Uh, Emerald Isle Baptist Church. But I, that’s a guess. She’s, we just know that she’s the choir director at the church. If I ever get confirmation on, uh, on which church in Emerald Isle is the church. Of course I’ll share it in another Tales from the gym. And that is Tony’s take too. Kate. I think you need to get a loaf of this sourdough bread. Well, the first thing I would need to do is start talking to Kim. I guess you can’t just walk up and ask for a loaf. Yeah, no, I’d have to start, yeah, you know, and I wave or I say, I do say occasional good morning to Kim, but that’s it. That’s as far as it goes. So, first thing I would have to do is introduce myself. That’s a big step. You know, I like to, I like to get my stuff done in the gym. I’m there to work, not, uh, not chat up folks. Uh, oh, I got another tales from the gym. Oh, a, a, a, another chatty guy, chat, and this guy. Uh, it’s coming. It’s coming. There, there’s, there’s too much chatting. I got, well, again, I got a place to go. Well, I got a place to go back here in my home office. So I take care of my workouts in the morning. I gotta leave. I, I can’t be chatting between sets and It’s just, there’s no time. There’s no time. You know, um, these folks are all retired. We’ve got just about a butt load more time. Here is a conversation with the N10 CEO. Welcome back to Tony Martignetti nonprofit radio coverage of 26 NTC. You know that that’s the 2026 nonprofit Technology conference. You know that all these smart folks. Using technology or consulting in technology or thought leaders in technology, all for the social good, you know that we’re all gathered here in Detroit, Michigan. My guest now is Amy Sample Ward. They’re the CEO of N10. We are not at N10. We are at NTC, which is hosted by N10. It’s a little bugaboo that we share, uh, a little. Joke that we share. So we are hosted by N10. Amy is the CEO, of course, you also know that they’re the. Technology contributor to nonprofit radio. Amy Sample Ward, welcome back for, I don’t know, the 60th time, the 70th time to nonprofit radio. Thank you for having me. Thank you for, I forget the number, you’ve already told me 12 times of getting to do this at the NTC. It feels good to have it’s like it’s a core part of it now, you know. Thank you. You you actually planned for where. Nonprofit radio studio would be. Oh, absolutely. When we were on the site visit, we’re like we’re right here, this little beautiful view, sunny corner, everybody walking by, you get that like perfect podcast, ambient background noise of, of chatter and laughter. Yeah, no, we, we held this corner for you. Thank you very much. That’s what a lovely, what a lovely intro. That’s, that’s fabulous. Thank you. You can uh doff your little mic. OK. So we’re gathered here in Huntington Place, yes, which, which, uh, which is the convention center, but they don’t call it that. Exactly, thank you. I didn’t want to steal the headline, but yes, it is the Detroit Convention Center. Yes, we have thought, I, I, I’m quite curious how it came to be named that because. You know, like, what was the focus group room where they just tried and then everyone loves Huntington. Great. OK, well, let’s just call it Huntington Place, you know, um, I’m sure it’s maybe named after someone or mayor I, yes, the province leader of, yes, this is a trivia question. I, I can’t wait for a listener to email me like I can’t believe you didn’t know. Why is it Huntington Place? All right, but it is, and we’re gathered here. How many of us are gathered here in person? Well, because we’ve committed to continuing having both an in-person and a virtual, we don’t totally know how many people are in the building because you could just join virtually and not tell us. You can swap out at the last minute, totally, yep, so we’ve got, um, just about 1600 attendees in total. How many of them are in the room on any given day? I’m not sure, but you know, I, I don’t imagine that it’s 5, So it’s probably close to that number. OK, much higher than 5, right, much closer to 1600. OK, that’s right. Um, what’s, um, we’ve had, we’ve had a lot of chats, not surprisingly here at, uh, in the studio about artificial intelligence, of course. I imagine so. Let’s, let’s diverge from that. Oh, thank you for that gift. Share, share, uh, today’s keynote. I, I, I cannot. Uh, be in the key in the, in the comments for the keynotes because we’re setting up the studio because, uh, last minute stuff has to be done, ready for the 9 o’clock interview. So what was today’s, uh, keynote about? Sure, today was our, uh, the whole keynote was presented through our partnership with PIT UN, the Public Interest Technology University Network, um, which is part of CUNY no, no, oh, Pitt. OK, the pit lounge, we’re, we’re right here across from the pit lounge, yep, we sure are, um, CUNY, like many other universities, are part of that network, um, of the of the university network. That’s right. But so just to answer, I will come back to your question and I’m gonna take a meandering path, uh, to first say that because everything is horrible, everything is hard, um. Not everything, many things that we really tried this year to embrace the things that aren’t hard and horrible which are partnerships and collaboration and community and invited a number of other nonprofits who not just like in a. Talking point our mission aligned but like practically are part of what it means to advance intense’s mission of having equitable technology and an equitable world, Pit UN being one of them, spaces where they’re trying to make sure tech is built in community with community members. So we asked if they would come underneath the tent and and just have one big tent for this year and they of course said yes uh and we’re like we’ll do all the things we’ll sit right here we’ll bring all these people, you know, and one of the things they offered is how do we elevate these conversations should we partner on one of the main stage conversations and we said yes of course and how. We showcase what what it means to actually build technology in community. I think obviously that’s something I talk about you’ve talked about, you know, like that’s an idea, but how can we prove to this whole audience that it’s a real thing that people do every day. So this morning’s general session, Andrene Soli, the executive director of PI UN. Hosted a conversation with two practitioners from the Pitt UN Network where they talked about, yeah, literally this is a center at a university I run and we get all these students and all these community members and also these local government folks and these businesses and we built this whole advisory and then they decided what tech they wanted and then they built it together and then they have rolled it out and here’s how it’s sustained and really talked about like. Yeah, it’s not just possible, it’s, it’s happening, um, and, and kind of filled the morning with those possibilities. OK, cool, cool, cool. Um, so I, I’d like a little insider insider scoop or something like what is as we sit in this hallway with all these people, let’s get the secrets out. Yes, you’ll you’ll you’ll temper my question. No, what does the CEO of the host organization do with a 1600 person. 2.5 day conference. I see you, uh, you run back and forth. You, you have a radio in one hand. Lots of people have radios. All the team members have radios, but, uh, you know, I see you having conversations as you’re going up the escalator. You’re shouting down at the, you know, like asking this, yeah, but, but did the audience understand the nuances of the ethical considerations as you’re, as you’re gliding up this 10 minute answer is coming? Do they understand the ethical considerations as the as you. Um, no, so what, what, like, you know, what, what’s your, what’s your, what are your days like for the, not the lead in, but the live, the live 2.5 days. We started yesterday, today’s Thursday. Tomorrow we close Friday like around 2 o’clock or so, roughly. What do you do for these 2.5 days, you as the CEO of the host organization? It’s a great question, um. I think that my job is making sure that everyone is competent doing their jobs, so making sure everybody on the team knows if they’re. Signed up on it we have an internal staffing calendar for all the different roles to make sure people get breaks and get lunch and can walk away and not talk to anyone for a minute, you know, and so if they’re signed up for a shift and they’ve never done it before, do they know how to do it and they feel good and they don’t have to. Admit that like I’ve already checked in to say hey this is what’s gonna happen do you feel good you know you can ask me questions um and then the same thing goes to all of the partners anybody that’s here attendees too like. I want everyone, if you made it all the way here, even if you walked from a block away or you flew from 4000 miles away, that like. If you’re spending all of your precious energy to be here that you, you get out of it whatever you needed out of it, you know, and for some people that sessions, OK, let’s make sure the sessions are running, the AV team is there that, you know, those are gonna come off and you’re your best self, but also that attendees or partners, everybody felt like they’re leaving. Like satisfied and satiated and full and ready for a whole another year of hard work. So, A lot of my walking around or talking with folks is just like, do you have what you need? Do you not know where to go? Do you not know that, oh yeah, there’s already a room for that like here let me show you on the map where that room is, um, and then solving when people say no I don’t have what I need actually or I don’t know how to find that room, uh, and walking in there. So that’s my job. OK, so not, not so much putting out fires. That’s the, the, the team is empowered to deal with the if someone has a, has a purple lanyard and a radio, that means they can, so we have a, a pre-conference meeting with, with a representative of every vendor associated with the building and we say. You’re escalating it to me because I, I, I guess you believe that has to happen. Anyone on the team can say yes or no to a question and can authorize how we do this work. You, you pointed out last year that when you go to that, when you have that meeting with all the representatives of, I guess, housekeeping, uh, food, security, everything. AVIT. They’re accustomed to meeting one or two people on, on the host from the host organization. You bring the whole team. All of intent is in those meetings and they’re shocked. Like all these people, we can, we can deal with all these people. It’s right, and we ask every single one of them does an intro. Every single one of them shares what part of the conference they run. Yeah, alright, so you’re doing it differently. The food is excellent this year, as good as usual. We do really care. We want people to food. I know, yeah, I know, I mean. Uh, I, you have plus all the options. I mean, uh, there’s gluten-free, which I know is important for you, but it’s important for hundreds of people here, and there’s kosher and there’s vegan. The options have all been, it’s all been arranged. It’s not like we don’t halal, sodium-free, everything. Thank you for calling out a couple more that I that I didn’t think of, right, um. What’s the, what, what goes into the planning? Like, what’s the, what, let folks in on the. The two weeks before the first day here. What’s that, what’s that like for N10? Two weeks before, I mean, by that point we’re so down into the details of, OK, do we feel like this, you know, do we want an easel sign or a meter board sign at the bottom of that escalator? jargon jet. What’s a meter board sign? Oh, a meter board is like is literally those tall signs that that stand like 2 m tall, um, versus an easel sign which which goes on an easel, um, but yeah, we’re really down into the details within 2 weeks, you know. We have looked through all the bins and storage and we’re deciding that 2 weeks out is kind of when we do our final, you know, do we think that we need 3 more plastic sleeves that hold an 8.5 by 11 sign, you know, do we need more chocolate for community assistance desk, um, I think. Our biggest work starts a year out, you know, 2 weeks in it, you know, the train hasn’t just left the station, the train is like arriving the next and so our kind of our, our shipping. What about shipping? No, shipping is a month out. Shipping is already done. Yeah. 00, everything’s already on site here. Yeah, OK, OK, OK, um, but. We take, you know this, we talked about, you know, we have intense sleep day on Monday and then the following week is when we have our kind of multi-hour debrief and we start a debrief doc for the next conference. in 2 weeks because we don’t wait until it’s over to start, you know, um, because as soon as you’ve done something well now you know oh I shouldn’t have done it that way I’m gonna put it in the debrief, right? so we’ll go through everything. That we’ve put in there for the last year, make decisions. OK, do we just need to vent or is that actually something that we need to change, right? Or is that an idea for something to do differently and then we in that same document transition to here’s the build for next year. Speakers need a different form when they do their thing or badges need a different field in the, you know, right then and that feels in some ways like. A really big mental lift because you in order to make a lot of those decisions we’re like really playing in our mind OK what will that be like to build the registration, you know, checkout process or what will that be like to run a session in that room if we change the AV set and so it takes a lot out of everybody and it’s like hours of discussion. But then once we have that, we’re just referring to that document for a year, you know. It feels like there’s a catharsis to that too. I don’t have to keep this in my head, you know, it’s until we start the, the planning for the next one. That’s dump. It is a common refrain because it’s a year-round practice. Somebody will say, oh, I wish I had thought of put it in the debrief. We just, you know, star that document and everyone is just opening it all the time, all throughout the year, yep, put it in the debrief. OK, this is valuable institutional knowledge. Yes, yes, cumulative they are, they are coveted documents, you know, that’s cool. That’s cool. Um, are we, are we able to announce next year’s location? Yes, I should have looked up the dates. I know where it’s gonna be, but is it, it’s in Portland. Portland. It’s Portland, expected to be Portland and it’s in March. That’s OK. That’s OK. We’ll, we have plenty of nonprofit radio episodes between now and then. 50 50 to be exact. Between now and then, so there’ll be plenty of opportunities, but yes, next year’s is in Portland in March. That’s right. OK, because we, because you’re so egalitarian. Last year was Baltimore, East Coast. We’re Central Detroit. And West Coast is always Portland because so many staff live there and so Portland. Do we know two years out the location? We don’t. We don’t know that. Oh, you’re not bound. We’re not bound. You’re not bound. OK, well that’s good, right? Yes, flexibility because in years past, there were, there were binding contract COVID. Threw off the the cadence of how far out you could really book too. So I see. OK. OK, good. So Portland next year. Look forward to that. I already met someone from the AV Jen partners with us every year. Yeah, I didn’t know that. I, you know, she’s an all black and she’s got the logo on her shirt. Uh, you know, audio tape, whatever it says. And so I just pigeonholed her into, oh, they do the graphics and the recordings of, of all the of the sessions and the and the main room and the comments, etc. But no, she said she does the early walkthrough with you. They’re year round. Told me how you thought about this alcove for nonprofit radio and she’s, yeah, this is perfect. So yeah, so I’m gonna talk to her early for next year on how to get all my gear to Portland. This year, Amy, my wife and uh production assistant here, uh, lives in Indiana. Uh, where you went to college, um, so she drove, so I shipped a bunch of stuff to her because I fly. Last year Baltimore, North Carolina to Baltimore, I drove, so I drove the gear. This year I shipped the gear to Amy. She drove it up to Detroit. Next year nobody’s driving. No one’s driving all the way, neither North Carolina nor Indiana to Portland. So I would like to be able to get my gear there. It’s a real pain in the ass to bring it on a plane. I’ve done it. I’ve done it, but I’ve so many bags, gear bags, so Jen Jen is gonna. Partner with me. Jen’s gonna help you. She said talk to Hailey and Jen will have advice. Yeah, what were you gonna say? Well, you know that I do this to you regularly, but can I ask you a question, even though it’s your radio show? I think I know what you’re gonna ask, but yes, well, OK, it might be the one you, well, you might surprise me. Go ahead, of course you can. I was just gonna say it’s been 12 years of you being at the NTC and hosting. So many, I mean you do a really great job kind of curating if that doesn’t feel like a weird word, but you know selecting a real cross section of content across, I mean there’s, you know, 180 sessions or whatever and you’re not doing 180 interviews that would, you would be here for 2 weeks, you know. Ash’s with Ash’s help, I do, I do go through and select, but so I’m curious, you know, obviously 12 years ago people weren’t talking about AI and now a bunch of them are, but you know, separate from that kind of change, I’m curious any reflections that stick out to you of like. You know, I, I’m in the middle of the storm and, and you’re in the storm but not in the same spot of it that I am and I’m curious like if you can see shifts in those conversations or in those topics or in those, you know, like I’m curious what you see that’s maybe changed over those 12 years as an indicator of, of the larger sector conversation. Well, I’ve, I’ve, uh, complimented you on this before that you are a very much a macro and also micro thinker and I tend to be more tactical and so less of a macro thinker, so it’s a challenging question, but yeah, no, uh, so it’s not the one I was expecting. That’s OK, which is fine, which is absolutely fine. So I would say. You know, the way, the way now technology is mostly software, it’s not exclusively, it’s also human processes are, but I would say the way technology has evolved has changed the conversations. I mean, you know, 12 years ago, I don’t know, like I feel like 12 years ago we might have still been reading software manuals or app manuals, you know, but, but now software is so intuitive and. The user experience, I mean, I don’t, I don’t, I don’t know if 12 years ago we were talking about UX and UI. I don’t know if we were, they were very technical conversations. And, and yeah, but you know design is not just intentional but it’s just more common. I feel they’re part of that. Yes, you can feel more a part of it because the technology is more I guess human human focused, you know, it’s, it’s, it seems like it’s, it’s more common. They’re more common threads binding the technology than there than there were 1012 years ago, um, yeah, an app. Across multiple apps is a more common experience than it was 1012 years ago. The expectations are, are, are higher, I think software is certainly more sophisticated, um, but it’s, it’s, it’s more than just user friendly. It’s, there’s a more common understanding of what technology is now than I think there was 12 years ago, I think. Yeah, you would not have, you wouldn’t have looked at, well, what do, what do our competitors do? That we can improve upon presumably, but, but you know, where are they starting from versus, you know, now versus, you know, let’s start out of the box. So I’d say that I’d say that. I don’t know how to put that in 6 words, but I like that and and I think that’s all for the good and that’s all for the good of humans interacting with the technology um it’s for the good of the missions that we’re all here to promote through. Savvier use of technology, that’s all for the good, yeah, yeah. The question I thought you were gonna ask me, tell me what that is, uh, what’s a common theme this year? Oh, OK. I mean, you’re welcome to answer it if you had an answer AI, of course, which was, is more common this year than last year, but you know what I’m seeing within that niche. Much more. Conversation about the environmental impact. We’ve only got one floating in the sky. People are more concerned about it this year than they were last year. Last year, uh, ethical considerations and, and that certainly not that we’ve abandoned the ethics and the biases of using artificial intelligence, so more of like the social human impact when you say ethical, just clarifying because people maybe categorize environmental as the ethical, you know, ethical use of our resources versus ethical. Impact on humans that’s the bigger picture that you that you see. Yes, I’m seeing more of the physical environmental concerns. Water, electricity centers, yes, with massive data centers, and I think that’s because of the proliferation of them. It’s like even just in the last 12 months that conversation is coming up. If it’s not in your backyard, there’s a good chance it’s in your state. Right. We’re now talking about billions of gallons of water. Well, and, and it’s so complicated, right? Like there’s already great examples of communities doing like the real work of democracy, you know, like local communities working together, lifting up their voices and saying no, right, getting city council to not approve a, a data center contract or, or whatever it might be. However, and I think that’s great, you know me, I, we could go down that road deeply, but the thing I hear every time I, I want to celebrate one of those stories is, but then what about the community that didn’t have enough people. Like I’m gonna cry just thinking about it I know you know or know how to organize to know how to organize to organize they didn’t know what to do, hadn’t hadn’t built that social infrastructure as a rural or low resourced community. To get to make the city council do that same thing, these are the voiceless, right? or or the marginalized, right, and, and so I, multiple things are true at once. I’m so proud of communities saying we get to have a choice and our choice is no and that needs to be respected. And at the same time it is true that there are so many communities that don’t know or have access to the resources that would allow them also to get to do that, you know, so then it’s like well then we just completely keep repeating the same patterns of the places where jails are built. Right where data centers are built, where giant warehouses are built, are continue to be in the places that are gonna keep mostly impacting those same groups, you know. Yeah, yeah. And the physical impacts of all those things, as well as the environmental, just environmental meaning like just what what you you do you even have a neighborhood or you just live someplace. You don’t have a community, you don’t have a neighborhood, you just have a home or an apartment somewhere. Yeah, I know. I don’t know. They’re Amy Sample Ward. They’re a good friend. They’re, they’re our tech contributor. They’re the CEO of E10, um. I don’t know. They’re in our hotel. You’re, you’re in our hotel. Maybe we shouldn’t, I don’t know. Do you have a Friday night planned? Um, for the first time in my personal NTC history, so of every NTC I’ve worked as a staff person, but even as an, as an attendee before I worked at N10, um. I am leaving Friday night. I have like the last flight out because, um, Saturday, I was gonna say tomorrow but it’s not, it’s not Friday. So the, the, the next day, um, at 10:00 a.m. is my daughter’s ballet competition and I wanna, I don’t wanna miss it and I couldn’t and I couldn’t fly in time. You know, on a Saturday morning, so I had to take the last flight out late Friday night. Good parent. Good parent also they’re a parent. Also they’re a parent. Yes, and she’s very upset she didn’t get to come to the NTC this year and it’s like, well, next year for sure. Yes, of course, of course hugging her. Yes, yes, she will expect an interview. I’ll put her on mic. Why don’t you bring her with you? It’s, uh, it’s Amy and Oren next year. That’s on mic. Yeah. OK. Alright, alright. They’re Amy Sample Award, the CEO of N10. They are the host organization of the nonprofit technology conference. We’re at NTC. We’re not at N10. N10 is the host. Amy is the CEO. Thank you very much, my friend. Thank you for having me, my friend. pleasure. Thank you for having me. You’re, you always, you always plan on nonprofit radio. Thank you. 13, we’ll be there in Portland, whatever the dates are, we’ll be there in March in Portland next year. Yes. Next week, our 26 NTC coverage continues with responsible AI adoption and ethically using AI. If you missed any part of this week’s show, I beseech you, find it at Tony Martignetti.com. Our creative producer is Claire Meyerhoff. I’m your associate producer Kate Martinetti. The show’s social media is by Susan Chavez. Mark Silverman is our web guy, and this music is by Scott Stein. Thank you for that affirmation, Scotty. Be with us next week for nonprofit radio. Big nonprofit ideas for the other 95%. Go out and be great.
Brenna Holmes & Kerry Lenahan: Congrats, You’re A Manager, Now What?
Our panel shares advice for new managers, which can also support established leaders. They bring strategies for employee-centric growth; self and team advocacy; goal setting; coaching; building trust; and more. They’re Brenna Holmes from Brenna Holmes Advisory Consulting, and Kerry Lenahan at Incubate Growth Consulting. (This is part of our coverage of the 2025 Nonprofit Technology Conference.)
Dana James: Facing Feedback
Dana James wants to make feedback a growth opportunity, for both giver and receiver. She has ways to make feedback constructive for both, so you can create a culture of continuous improvement. Dana is with Community Centric Fundraising. (This is also from our #25NTC coverage.)
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Welcome to Tony Martignetti Nonprofit Radio, big nonprofit ideas for the other 95%. I’m your aptly named host and the podfather of your favorite hebdominal podcast. Oh, I’m glad you’re with us. I’d bear the pain of tubuloreexus if you ruptured me with the idea that you missed this week’s show. Here’s our associate producer, Kate, with what’s going on. Hey Tony, we’ve got much more from our coverage of the 2025 nonprofit technology conference. Congrats, you’re a manager. Now what? Our panel shares advice for new managers, which can also support established leaders. They bring strategies for employee centric growth, self and team advocacy, goal setting, coaching, building trust, and more. They are Brenna Holmes from Brenna Holmes Advisory Consulting, and Carrie Linehan at Incubate Growth Consulting. Then Facing feedback, Donna James wants to make feedback a growth opportunity for both giver and receiver. She has ways to make feedback constructive for both, so you can create a culture of continuous improvement. Donna is with community centric fundraising. On Tony’s take 2. It’s National Make a Will Month. Here is, congrats, you’re a manager. Now what? Hello and welcome back to Tony Martignetti Nonprofit Radio coverage of the 2025 nonprofit Technology Conference where we are together in Baltimore, Maryland. Our 25 NTC coverage is sponsored by Heller Consulting technology services for nonprofits. With me now are Brenna Holmes and Kerry Lenehan. Brenna Holmes is a principal at Brenna Holmes Advisory Consulting, aptly named. And Cary Linehan is the principal and founder at Incubate Growth Consulting. So welcome, Brenna, Carrie, welcome. Welcome to nonprofit Radio. Thanks, Tony. Happy to be here. Happy to be here. Thank you. Uh, your session topic is congrats. You’re a manager. Now what? Uh, let’s start with you, Brenda. What, what, why did you feel, uh, well, overview of the topic you talk about in your session? Yeah, so it was a workshop, um, which really enabled a lot of peer learning. That was a lot of what we wanted to show, uh, the community is that you don’t have to go this alone. Many managers are, uh, promoted because they’re wonderful individual contributors and they don’t get any management training when they become a manager. Uh, so they have to balance and figure out kind of on their own and feel very isolated often, uh, how to balance their old duties with their new duties and support their team to really coach them to success. OK, OK, um, so why don’t we, uh, well, let’s start with some, uh, some wisdom, Carry. uh, why don’t you start off with, uh, what, what’s. What’s your, what is your uh advice start starting off advice for uh new leaders? Oh gosh, I would say, you know, we learned in our workshop that 70% of people receive no training at their organization on how to manage their teams and so as Brenna said, you’re not alone there are plenty of great resources. Out there and people who could help, I would recommend to go to your manager, go to your HR team and ask them for some best practices and some training and their advice on on how to get started. OK, or if you’re a smaller shop, you maybe like the outsource the HR function is outsourced, you know what, what, uh, you know, get that, that consulting team or that that agency or. I don’t know. I, I feel like we’re kind of at a loss. It was 70% don’t get, don’t get any training. Like on Friday you weren’t leading managing anyone, and now on Monday you are. Now you’re in charge of, let’s say a small team, like 34 people. All right, it’s not huge, but your responsibilities are enormously different on Monday than they were on Friday. Well, give us some more help in our transition. Yeah, so I think one of the first things is to set expectations with your supervisor around what the goals are for that team, whether it’s 1 people, 1 person or 5 people, uh, if you don’t have clear expectations for the roles and responsibilities not only for yourself but each of those team members, people are just gonna make assumptions and. Fill in the gaps on their own, which is usually gonna lead to some sort of upsetness or misunderstanding misunderstanding at the very least right exactly um and and generally you wanna also do a listening tour maybe you knew those people as peers before maybe you didn’t but schedule some time one on one to have some conversations with them around how they view their day to day. What their understanding is of their job duties, their expectations are what their frustrations are, what their points of happiness are, um, and, and figure out what those or align your goals um with the team for for the team in the department with what their strengths are to the much as much as you can, right? So be that way you’re gonna get get them engaged um and not just feel like they’re widget makers in the drudgery of the day to day. What about the potential awkwardness? Suppose they were your peers on Friday, and now you’re managing them. Uh, it’s awkward. I mean, they’ve told you things as a friend, a work friend that maybe they would, they might not have shared if you, if they, if they knew you were gonna be to be their boss on Monday. Um, how do you overcome that? New relationship awkwardness. Yeah, I don’t think there’s a silver bullet. I think it really is just I don’t know I’ll jump in a huge part of leadership is building trust with your team, and I think that trust you build with people exists whether you’re a peer or whether you’re in a position of management and leadership and I think keeping people’s confidence. Um, when that’s necessary is really helpful and as Brenda said, setting expectations of what your new role is, what their role is, but really creating those clear guidelines and maintaining that trust just as you would if they were your personal friend or they were your peer before. What about the, I don’t know, I’m, I’m positioning, imagining myself in a role I’ll never take because I, I would be a terrible employee. Nobody would ever hire me. I would, I would even, I’d show up late for the interview just to prove that I could, you know, I don’t believe you. Yeah, no, I’d be, no, I would be a bad employee, um. Thankfully, I have my own business, so I don’t, I don’t need others employment, uh. So I envisioned myself in the, OK, it’s Monday morning now. Like, what’s the welcome? Like, how do you, do I, do I, do I need to give a speech to the troops, you know, my, my new team of 3 or 4? Do I, or do I I we’re all in this together, uh, and I’m, I’m gonna do my best to, you know, be vulnerable. No, I don’t, you don’t say that obviously you demonstrate you don’t say it, but you know, do I need to give a speech to the troops Monday morning? I think one of the things that comes up and you’re getting to this is communications and setting expectations and it’s Monday morning you walk into the room in your new role and you haven’t really gotten organized yet and you’re not starting yet and so I think being really honest and see where you are in the process and as Brenda said you know maybe. Talking about saying we’re gonna start with goals and setting goals together where they have agency you just said it listening is so much more important at this moment than talking and a book that I love is um is about it’s focused it’s in our notes and it’s focused on asking the right questions and so it’s about. Not necessarily advising in the beginning but just start by asking your team’s questions related to what they need, what they see the goals need to be where they might feel stuck in accomplishing, you know, the goals that were in front of them before. OK, all right, so, alright, so my General MacArthur, uh, speech to the troops moment, not, not, not appropriate on day one, morning one, all right, more, you know, like we’re gonna be meeting together. I’m gonna meet with you. individually there’s there’s a lot I have to learn, right? A little humility. I know what’s best for the team and here’s what we’re gonna do. OK, that’s a failure. I think that, yeah, um, OK, alright, um, what’s more, you know, uh, your principles of employee centric growth strategies. What are, what are some more, what are some more tactics or strategies for this new manager? Yeah, I think we’ve been speaking to. A lot of that already, right? It is putting the employee at the center letting them have agency over their own future with the company um there’s there’s no guarantee no matter the tenure of or seniority of an of an employee that they’re gonna stay, right? So it really is about helping align their goals with the team goals with the organization’s goals so that people see a mutually beneficial future. Uh, together, OK, yeah, exploring like your own professional development goals, you know, maybe someday you’d like to be in my, my role as the manager, or maybe you wouldn’t. Some people, some people don’t want to lead others and manage. They don’t want that headache. OK, um. Alright, well, what else, what other principles you wanted to share, Carrie? You know, I think touching on one thing that we spent a lot of time on in the workshop was all of a sudden as as an individual contributor you’re project managing yourself and the date you know where you’re heading for a goal and you’re doing your day to day tasks all of a sudden you’re a manager. And now you’re managing a team who has goals and are all individually doing different tasks and we spent a lot of time about the importance of managing your team to outcomes versus trying to micromanage the individual tasks that all of your team members are doing so spending a lot of time making sure everyone’s clear on goals. Clear on a general path on how to get there timelines, milestones, expectations but then stepping back and giving your team the space to do the work was a topic we spent a lot of time on that was really important to the people in the room. So let’s flush some of that out. How do you align the individual tasks with the overall team goals? So a lot of times it’s really about making sure that there’s ownership on from your team members on different parts of the tasks, right? So, so some people might be let’s say you’re in a fundraising team and you have people who are focused on acquisition versus people who are focused on retention. You might have an individual, you might have a team goal of raising say a million dollars that year. And each team member might have a part of that goal which might be revenue and a set of relationships that they’re managing so it’s making sure that they’re clear on I would say the sub goals and. Giving them some general direction but letting them really drive the tasks to achieve those goals and just checking in making sure things are on track and that you feel comfortable but not getting into like let me see that email before you send it out right? yeah yeah and we because a lot of the people in the room self identified as being promoted from within. Versus being an external management hire, uh, we spent, I noticed a lot of the groups talking about how to regulate yourself as the manager to let go of the things that you used to have ownership over and be very, very good at, right, because often we get very protective of those things because I did it great, I did it my way and maybe you should do that too. It’s not always the. Right approach, right? So that’s where you fall into a bit of a micromanagement trap. If you can’t just let that go and you know learn strategic delegation of the different tasks that even if it doesn’t happen exactly around the same course that you would have taken before, it still achieves that that outcome that everybody’s agreed to. You’re also giving a team member or members agency. What you call it strategic delegation? Yeah, you’re recognizing that, you know, I’m not the only person on this team who can do this. Um, here’s your, your authority to to proceed. OK, OK. Uh, what else, uh, I mean we only spent like 12 minutes together. Come on. You did, you did a 90 minute session, right, or an hour session session. What what did you teach folks or share with folks. Yeah, it, I mean, the beautiful thing about it is it was a workshop so there was a lot of peer learning. Carrie and I got to float around 8 different super engaged groups, um, and then listen as they reported back out, um, but one of the other topics that came up both in the quiz or like poll that we asked them to share about what they were interested in and then in organically in the conversations was the difference between coaching and correcting um Zakia who wasn’t able to join us for the radio spot today but. Uh, she shared her personal experience at Animal Legal Defense Fund and uh she had that exact, you know, I’m the direct response fundraising manager and I’m really good at that managing vendor relationships but never individual people until she had to manage individual people um and she got a person who um had been with the organization for a while and already had some. Marks against them in their performance record so she had to learn very early on how to correct um while not getting you know becoming defensive herself or causing them to become defensive and then the value of coaching to uplift um and get them to solve their own problems versus having to dictate and correct in a very um. Explicit manner and Carrie had a really great note from the IFC around like what the definition of coaching itself is. Yeah, you know, I think the word coaching today is used so broadly that it almost has no meaning in a lot of spaces and so. The International coaching Federation, one of the examples they use if you go through any of their courses on what coaching is you know you’re consulting or you’re being corrective in a space where you have the answers and people are asking you the questions that’s consulting coaching is when. You are asking questions because you recognize that the power of the team, the collective knowledge of the team or the individuals in front of you have the answers within them or are very capable of finding those answers for themselves and that’s something that as a manager and a leader you really want to do to empower your team you know one of the traps when you become a manager is people. Will look to you for approval. People will look to you. They want you to tell them what to do to some degree, but the trap in that is you create this dependency where now people feel like, oh I can’t do anything without your permission or unless you tell me it’s the email that Brendan said, you know, I can’t send this email before it’s approved exactly that that’s what it would be. Yeah, so, so I love that distinction between coaching. I’ve never thought about that. Coaching and consulting consultants have the answers and coaching is more helping the person or the team find the answers themselves exactly and and and your your job as a leader is to empower your team. It’s the collective power of the team. It is so much more capable than if you are just telling people to go do tasks all day. Also takes an incredible lot of time and puts a lot of pressure on you individually. Yeah, it sounds unsustainable and detrimental to the awesome awesome. Um, what did you learn it was a workshop so as you were patrolling the tables, not patrolling as you were surveying the various groups, what did you all both come away with? Yeah, one of the biggest ones that I did was uh people are really focused on the generational shifts that are happening right now and. Um, I, I try to actually be less focused on that and more focused on who the individual people are in my own coaching practices with my clients, uh, and so thinking having to talk with each of the different groups around making sure that we’re not projecting our own preconceived notions of a generation or a type of people right stereotyping in in so many ways which often happens subconscious. is also a big part of being a good manager because you can’t expect everyone on the team to have the same work style, the same learning style, um, to perceive and project the same level of investment. That word came up a lot is that this new generation doesn’t seem as invested in the mission they pretty much 5 o’clock, you know, my work is done. Gen Z, we were talking about Gen Zoom I learned. I didn’t know that word zoomers to boomers what we maybe I should call that panel that zoomers to boomers that’s a good one. Um, OK, um, but even within those generations, um, or people like personally I don’t. Work I don’t like my life is not just my work, right? I have many facets um to my personality and other things that I enjoy. I’m very passionate about my work um but it’s not the end all be all. I’m very conscious of boundaries. I very much protect my social life my private life and my time for that and have always with client relationships and. Um, and staff relationships made sure that I walk the walk and not just tell them to do things that I don’t do personally, right? So making sure that you’re not responding to emails in the middle of the night or sending them out at odd hours on the weekends that even if your subject line or your email signature which is becoming more common now says, you know, when I send this is not, does not dictate when you should respond. there is a subconscious. Nudge that the recipient says well my boss is working now maybe I should be too um so I’m a much bigger proponent of you know doing the scheduled send using technology to help us be take the onus off the recipient. Because we don’t know how they’re gonna react, how they’re gonna perceive our intentions, um, and be more conscious about how we make those actions. I know that’s Microsoft uh you can do it in Google, you can do it in any email tool from your phone or your desktop, yeah, it’s very simple now, yeah. And you can pick your time, so time zones also come into play, but I think it is, it’s important for the leaders and the managers themselves of people whether again it’s 11 person or 6 or 14, um, to not put the onus on those recipients. To ensure that like to assume that they’re going to read my intentions correctly. I sent it now but still you’re the boss and, and to your point. She’s working maybe I should be too. Carrie, what did you take away come away? Well, first of all I think the room was full and and there were so many people, everyone was there is really committed to being a great leader and a great manager. They care about their people, they care about the organization they work for and that’s a great starting point and I think so. People after our session came up and we’re saying, you know, where, where can I get training or I know you put some resources in the notes, but how do I do this in a way that I know I’m doing it effectively and so there was a real hunger for more information and for more training in this space on how to lead and manage effectively. OK, is that is that. You can share with listeners can, can you email that to me and I’ll yeah it’s the NTC collaborative note, so I sure they’d be willing to say that. I’ll do that. I know that’s good because I know I have your email. So if you don’t do it I know I can follow up. OK, I’m putting Brenna. I’m putting my notes right now. Brenna. OK. All right, so we’ll share that with listeners. Um, good, you know, uh, yeah, support like the managers need support. They also need to be supporting their team. You, you play a little bit of a therapy role, right? Like, um, being there as a confidant for, for both men, you know, people of similar peer group in the organization as well as your individual team members that goes to the trust that you talked about Carrie, I mean breach somebody’s confidence once and then it’ll be all over it’ll be all over the office you’re not a trustworthy person. Forget about it. You may as well change jobs. you have to have your team’s back at all times and sometimes that’s hard if there’s moments where you might not be on the same page as your team member, but you have that moment where you don’t have their back and it’s obvious and that trust goes away an opportunity where you know someone says something in confidence and and then you can say. Can I share this, you know, get their consent. Maybe maybe they came to you not wanting you to share, but if, if you can. Uh, uh, help them see, help them recognize that change is really only gonna happen if I can share it. Can I share it anonymously, maybe, you know, a team member came to me and shared this. Hopefully it’s not something that would be identifiable to that person, you know, but um if I to get their consent to share it. Anonymously or otherwise because that’s really the only way I can help make a change, but you know, at least, at least you’re offering they may say, no, no, you, I don’t want I no don’t share and then of course you don’t, but at least you’re offering that level of support like to elevate their their voice and their concern, yeah and I think I mean managers have the opportunity to. Translate that feedback um that is shared with them to level it up to their own supervisors even if they’re not sharing like the specific anecdote right and I think that is a level of responsibility that the managers have is to be that professional communicator in between the people they manage and the higher ups so depending on what level of mid-level management you are that could be the CEO suite and making sure that there are like really strong. Professional development paths for your team advocating acting as an advocate for your team um or there could be more layers between you and them right but that is a huge role of of an effective manager is making sure that you are that voice for their issues, their concerns, uh, which are yours because you know the the buck stops here with you. Um, and everything, no matter who on the team is res quote unquote responsible for each individual thing, it all rolls up to you. So, uh, that came up a lot in the conversation yesterday is around how maybe you weren’t in a communications-esque role before, you know, you’re a developer, you’re an engineer, you’re a designer, um, and having to become that communicator so that you can be the advocate for your team as well as being able to. Uh, tell the corporate policies in an appropriate way to, uh, in the other direction is, is critical. OK. All right, Carrie, why don’t you leave us with some parting thoughts about for, for new leaders encouragement, encouragement for new leaders. Uh, as we said before, you’re not alone. Find a peer group, find a few formal or informal mentors that you can bounce ideas off of, um, that you can check in with and you know, really check yourself I think. That is one thing that will help you. I will also say like taken straight from Brene Brown’s book about we don’t rise to the level of our goals we fall to the levels of our systems set up systems for yourself that make it easy to manage things like. Standing agendas for your weekly meetings, 90 day check-ins with your team members where you get to go deep with them on how they’re performing and where they need help and what’s going really well, um, those setting up those systems will make your life a lot easier and also create consistent expectations for your team members so I think those are two things that you can do as a new manager to just get off on a confident and good foot. Thank you. Thank you. My pleasure. They are Brenna Holmes, principal at Brenna Holmes Advisory Consulting, and Kerry Linehan, principal and founder at Incubate Growth Consulting. Cool. Kerry, I’m sorry, Brenna, Kerry, thank you very much. Thank you. Thanks, pleasure and thank you for being with Tony Martignetti nonprofit radio coverage of 25 NTC where our coverage is sponsored by Heller Consulting technology services for nonprofits. It’s time for Tony’s take two. Thank you, Kate. It’s the August month of August, and that can only mean one thing. Everyone knows it’s National Make a Will Month. You know that wills are fundamental, foundational to the work that I do, planned giving fundraising. So how could we not be celebrating this August month. When the national fever is, is, it’s, it’s obvious in the streets. The, the revelry, the celebrations, I’m, I’m concerned that, that the, that the nation is going to peak too soon with all the revelry, with all the commotion that’s going on because we’ve got this is a 31 day month. We’re only a couple of weeks in. This is only that this, this is coming out only the 2nd week, so please, please. Pace yourself. Take your time as you’re celebrating National Make a Will Month. Actually, it might even be a good idea to have a buddy so that if you get carried away, your buddy, your designated, uh, driver, so to speak, right? They can, they can bring you back down to earth, calm you, remind you that there are weeks left of National Make a Will Month. So, I don’t want you to peak too soon. Take your time. I’ll share, uh, what I’ve been doing on LinkedIn is sharing my uh 18. The 18 reasons why wills are the way to launch your planned giving fundraising at your nonprofit. So, I certainly can’t do all 18, uh, in one show. That’s just too much and plus we have to space them out so that people do, so that you do pace yourself, pace only a couple at a time. So, like, I only give number one. The number one reason why wills are the way to launch plan giving fundraising at your nonprofit. Because they are the most popular planned gift by far. You’ll see at least 75%, maybe as much as 90% of all the gifts in your complete planned giving program are gonna be simple gifts in wills. They’re the low hanging fruit. So that’s the number one reason. Um, I’m not gonna be able to do all 18 reasons, you know, throughout the month of this show. Uh, because it’s just, you know, it gets a little laborious, but you can read them, if you follow me on LinkedIn, I’ll be doing them throughout the month, uh, there on my LinkedIn page. And um National Make a Will Month, the August month of August. Please, pace yourself. Don’t get carried away. That is Tony’s take too. Kate I was getting excited towards the beginning cause you were saying, oh, you know what this month is? And I’m like, it’s the month I get to go to my uncle’s beach house. I’m still excited for Make a Will Month, but I’m kind of excited to go to my uncle’s beach house. OK. Well, it’s, it’s those are difficult priorities to balance. Uh, we all have our cross to bear. They’re, they’re both revelatory, celebratory. You know, the, the, uh, commotion in the streets. I, I mean, I see it on my street, you know, it’s apparent, it’s a parent. So I can understand your, your conundrum about which, which is, uh, deserves more. Uh, more celebration, more. Are you celebrating? Are you like getting ready, the house ready, and yeah, I’ll be celebrating when you leave. That, that’ll be actually my celebration, so. No, I’m looking forward to you all coming down, of course, of course. I look forward to it every year. Uh, no, I actually clean the house after you leave because you bring two dogs. Now you got 2 dogs coming instead of just one. That’s so exciting twice the fur and, and, uh, make sure it’s twice the number of legs that have to be kept off my sofas. Oh yeah, we are trying to teach him, you know, down. Yes, good, off, off, down, don’t even get started, not even off. It shouldn’t even be off because off suggests that he’s already on. We don’t want, we don’t want, it’s Curtis. We don’t want Curtis on. So not just off, off is not good enough, should be no. No, yeah, that’s a big one. OK. Well, we’ve got book who but loads more time. Here is facing feedback. Hello and welcome to Tony Martignetti Nonprofit Radio. Big nonprofit ideas for the other 95%. I’m your aptly named host and the podfather of your favorite hebdominal podcast. Oh, my guest loves Podfather. I do. I love it. Welcome to our 2025 nonprofit technology conference coverage. We are sponsored here by Heller Consulting Technology Services for nonprofits. The guest that loves the the podfather thing is Donna James, Systems design and engagement strategist at Community Centric fundraising. Welcome, Donna. Thank you. Thanks for having me. I really pleasure. My pleasure. Absolutely. Your session topic is facing feedback. Adventures in emotional capacity. Yes, give me an overview of uh what you covered in your session. Yeah, it was wonderful, you know, I, I try to give folks some tools, some real like meat and potatoes of the meal, um, but feedback is such a, such a heavy thing sometimes I open it up with, uh, someone told me once that the four most hateful words in the English language are we need to talk. And the work spin of that is I have feedback for you so I ask people just how they feel first when they hear that um and then we walk through like there are true tried and tested frameworks there’s language that’s being shared across the sector now to really. Um, I guess like standardize is maybe a word, but I would say like ground us so that we are having the same conversation when we use these words, um, so I give folks a real overview of a solid feedback loop and those steps, um, and then I try to talk about the weight of it because to your point it, it is. Heavy to receive um but it’s also really vulnerable to give feedback and that human experience is is where the real work is and that I think I I got hip to real early in my career was like how we work together sometimes feels a lot more um the topic that we need to be having versus like what we’re doing. is that because you were a troublesome employee and I’m a lot. I have feedback for you. Did you get that a lot? I think it was because I noticed people didn’t like it. Like I’m, uh, I grew up, uh, singing. I went to Berkeley College of Music. I worked there as well, yeah, yes, in Boston, um, so I’m like oriented to this true what I think is like the artist instinct of this call and response, um, and so for me I was always that. That person who was like, can we get quarterly emails? Can we talk about it this week? Like how do you think I’m doing this week? And I, you know, to her credit, I had this wonderful boss was one of my first bosses who felt the same way and we were sort of the weirdos and um I don’t know I’ve I’ve always sort of been interested in how the audience is receiving. I’ve always been grounded in that and that’s probably because I’m used to holding the microphone and looking at their souls and hope that we’re connecting and. Um, so for me it it feels so natural, but to find that it’s something that feels so, you know, it could be anxiety ridden for so many people. It can feel like such a stopping point and. Um, I think I got very passionate about helping that because I’ve always worked with teams that like I look around and they’re so talented and I know the answers are in this room and to cease collaboration sort of stagnated or or you know my that boss called them bubble ups bubble ups are happening, but there weren’t always work flows to deal with that, right? There wasn’t always a framework or a leader in the room who was like, OK, let’s dig into this um conflict feels like a dirty word and for me, no dissonance is the story, right? That’s how. We get to resolve, we have to have that dissonance we have to have it and in it is the good juicy story that’s gonna make us inspired, make us keep going and it’s an opportunity. I can tell because part of the emotional capacity um background resonating with the audience looking to their soul. How am I being received? How is this performance being received? So how is this feedback being received? All right, um. Uh, how about we, uh, we start with the, uh, the giver of the, of the feedback. Um, this is a weight, right? I mean, for that person as well we should we need to recognize it’s not, uh, very few people I, I believe people are generally good, so I think very few people take pleasure in giving the feedback that’s critical. Um, how can we as the giver. Help I guess help ourselves and be eventually and then we’ll get to helping the recipient because, well, yeah, yeah, how can we be helping ourselves and be helping the recipient because then we’ll talk about what the recipient needs to do to help themselves. All right, so what. We do. Absolutely I think um first is like accepting that it’s gonna feel vulnerable I think sometimes especially for those of us who’ve been in management positions for a long time they’re sort of like I should be able to do this but like. For me the practice of feedback should feel vulnerable because when you are vulnerable you’re connecting, right? If you’re vulnerable you’re open to receive those signals from the other person to think about how it’s landing with them if you’re not feeling vulnerable you’re probably not doing feedback you’re probably like commenting you’re probably not connecting and if there isn’t that two way then for me that’s not the best kind of feedback, right? That’s more evaluative critique and I don’t necessarily consider it the same thing. OK, um, so. It we acknowledge that. You’re a human being, being spoiler alert. If you, if you feel vulnerable about this, if you’re feeling empathy to the person you’re about to have a conversation with, you’re in a good spot you’re in a good spot and like. There’s feedback and feedback you can ask someone how they receive feedback. I have a a lovely little um graphic that I share that actually an audience member contributed from a previous session and now I’ve incorporated it but it’s the um feedback cookies, right? Um we talk about the feedback sandwich a lot. The sandwich’s cover has been blown like we all see it coming, it’s over. The feedback sandwich is good uh they say to say something good, something affirming, and then you give the critique in the middle and then you end it with another affirming right and like that is done, but. It’s such a frame that I think people lock into so easy that like you can smell it coming you’re just like OK what are you trying to like hide in the sandwich you know what is that? Just say the thing um this this piece and I her name is Liz and I can’t remember the last name for the life of me, but. Um, there are like 9 or 10 cookies and it’s like a black and white cookie, like give me the good and the bad or like give me dough like just say it unfiltered, give me the things is it a macaron where you want like elegant wording and like some some good meaty like critical information in the middle um and just giving folks a chance to define and like advise you. On how to work with them is something that not everybody has had the experience to do but it works really well because then that person who’s receiving the feedback knows when to expect it. I feel like we have such a deep relationship with anxiety nowadays that like just allowing people to understand when like the work flow is going to happen and having it be familiar does so much to allow them to receive the feedback as well. Um, the, the, uh, the 10 cookies, can we work in some of the Christmas ones? Like, I like, I like the one that’s filled with the jam, you know, it’s got that cookie that lump or the one with the chocolate kiss in it or the the pinoli nuts, the pine nut pine pine nuts, nuts, cookies. I’m gonna need those in in I don’t know if they’re they’re not in there, but they’re one of people asked yesterday they were like sometimes. Cookie, I’m different, you know, every day I’d like to see the holiday cookie assort. I like it. Yeah, maybe when you’re in the Christmas spirit, this is how you like to this is how I like it. I have some news feedback. I did tell the bonus points for these types of cookies and the people. and then keep the cookie. That’s bonus if you wanna do that. Um, any more from the from the giver’s perspective? Well, what can we do to to uh go beyond just the empathy that we feel. So before we get to the recipient, what, what that person should be doing to take care of themselves, what can we do as the The donor, I don’t know, we’re not really we’re not really donating constructive, but we’re the giver, we’re the speaker. What can we do to help the person we’re about to have a conversation with? Yeah, yeah, I think, um, particularly like in this kind of dynamic where we’re obviously talking about somebody who either has like manager oversight over the person or the project or something like that um so in that way like really grounding it on like what is the goal, what are we working toward together here um so that that collaborative spirit and like. Knowing that this conversation is grounded in this and this only like this is an intentional conversation this is not your whole year’s evaluative right moment in context context is key, right? and and again like letting people know I do think making sure that if you are giving feedback and it’s only critical right, that’s gonna make it challenging to give feedback in the future for those of us that are managers making sure that you are giving an overwhelming amount of like affirming feedback or like. Like I appreciate when you do this or I really noticed that or I wanna celebrate you for this that can help people have a better experience and relationship to feedback in general, right? I think that’s the biggest sort of call to action that I have for all of us is like work on your relationship with feedback regardless of your preciality um regardless of how often you work with it um for me feedback can manifest in the individual relationships but it’s also about our programming, right? Everybody at this space is working on things. And hoping that the audiences and the constituents they serve are like appreciating that effort um but often we try to get things into such a perfect place that we don’t open ourselves up to allow them to have like collaborative insight and ownership in the experience um so in that way if we’re talking with groups letting people process the feedback together, share and dialogue about how they’re receiving it because the way I receive your feedback if it’s about a general thing, not me, right? Um, might be very different than the way the person next to us receives it and sees the insights in it, so really pulling it out and, and making it like a creative project like why not? It’s just relationship building we’re just calling it feedback and we’re all here for the same goal and we’re all here for the same for the same mission, yeah, I want you to like it. Right, right, um, let’s switch then to the recipient. OK, we’ve just heard the words. um, I have feedback for you. Your heart sinks. We internalize, we personalize mistakes. uh, well, internalizing, I mean, you’re gonna take, you’re gonna take responsibility, assuming the conversation is appropriately placed. Let’s assume that we got the right. Yes, let’s assume we have the the right person delivering they’ve done their work. Or what do we, how can we take care of ourselves? Yeah, one of the things I highlight for folks in this session is I believe they’re like barriers to day to day feedback practice um some of those are defensiveness, perfectionism quantity over quality, right? These are familiar things, um, but in particular our defensiveness spikes super hard, right? So what can you do and how are you working on your awareness with like what you bring to the table, right? I’m curious about what people have to offer me because there’s nothing. You can say that’s gonna take away what I know I have, you know, um, and most folks are working on something, right? I would hope that when you’re offering someone specific feedback about the way that they work it’s probably in line with the goal that they shared with you if you’re a manager, right? Maybe I say you know this year I’m really wanting to work on the relationships I have around the office so that I can be more collaborative, right? If I’m gonna get feedback about that later then that feels helpful you’re helping me with my goal and in that way we’re co-creating this like work experience. Together and it feels a little bit more intentional and a little bit more about us and our careers and our relationships and our communities and less about like the numbers and the metrics and things like that um it makes it real we are so mission aligned in the sector right? it’s personal whether or not we want it to be at some point um it it’s deeply meaningful work for us so it’s hard to separate that out so to own that there is a personal attachment and that it is really meaningful and allowing it can let us come at it from a more authentic place I think. We’re, you and I are assuming that the uh the uh giver of this information is, is, uh, doing it humanely. suppose it’s not, it’s suppose it’s more antagonistic. I don’t know, maybe, maybe even threatening or if, but if not threatening, just, you know, it’s uh it’s, it’s uh. Inhumanly, you know, being being conveyed, yeah, but it’s being done harshly, harshly, maybe condescending feedback, OK, I’m getting it the person talking to me and now is condescending and harsh. What do I, what do I do? I guess it depends on the situation right? for for those of us who are doing this with like programs if it’s like the audience right maybe our community is like I don’t know why you’re doing things like this y’all are not being helpful. I know you’re supposed to be here to be helping us you’re not being helpful. I don’t like it. I hate you right? that’s we don’t want that we don’t wanna hear that but. I believe that every engagement is a bit of feedback, right? And even if it is feelings forward there’s something underneath it so when we’re dealing with someone that like we are responsible for um you know I’m highlighting that power dynamic of like are we the org and they’re the audience they’re the community, um, it’s our responsibility to be more curious, right? People are going to have feelings not everybody’s gonna be a feedback practitioner, right? Your manager may not be a feedback practitioner this may not be something that they have really leaned into it may be an area where they could grow, um, whether or not you have the kind of relief. where you can offer feedback to your manager is something that may or may not be um realistic um obviously we would hope for that as an ideal but I think the most important thing that folks can do is remember that feedback offered it’s your prerogative and it’s your artistry to decide what feedback you’re gonna receive what is useful for you and and how you can apply it for your ultimate goals, right? Sometimes we’re getting feedback that. You know, if someone says to me like, hey, I really think that you should dress a little bit more subtle. I think that you’ll blend in a little bit better here. Well, that has never been my goal, Tony. My goal has never been to to fit in. It’s also never been realistic. um, she’s loud, she’s an artist, she loves to make a noise like it’s just not gonna jive with me, so I would say a royal blue and also watermelon fingernails which I thought. Look like Christmas trees. Uh, yeah, it could be maybe I was like you a little bit. Could be Christmas, but it’s watermelon. I knew I knew it wasn’t Christmas, but, uh, yeah, the watermelon. um, yeah, all right, so, but we also, you know, we want to, I think subsumed that what you’re saying is we want to be able to understand what’s being told to us. So, you know, if it’s not coming through because it’s, there’s, there’s this harshness and rhetoric and condescension, you know, I. I just don’t understand what you’re, I, I don’t understand what you’re, what we’re trying to get to what you’re trying to convey. I, I don’t have a full understanding of what it is I need to do differently to support the team. Yeah, I’m not sure what I’m supposed to pull out of this to to shift yeah I think a ton of us have been in that position too. I would say like that it’s it’s always gonna be curiosity, right? I’m curious about what you’re trying to get at. I’m really curious. I really wanna figure it out. And in that way we might have to get good at asking questions and managing up um and I think that’s realistic for a lot of us you know I think there was a wonderful session here not to keep shouting out all the wonderful sessions that have been happening but there was one yesterday around um things I wish I knew before I became a people manager and like. It’s a lot to be in a management position to know that these folks are impacted by the way that you navigate um even if you don’t mean it they’re reacting to the way that you model right it’s such a deep responsibility to be a a people manager and I don’t know that everyone approaches um climbing a corporate ladder or a nonprofit ladder or your consulting growth or whatever it is aware of that um. But our collaboration is such a big part of no matter how we work collaboration is there so if you don’t have a comfort with this feedback how can we build a shared culture together, call and response with them I guess um it’s gonna get in your way no matter what, no matter how you work you can’t move around the workforce in any way and get away from working with people that’s just we’re all we have Tony we’re all we have. I appreciate what you said nothing you can say is. Take away anything that I know I have, yeah, and that’s work, right? I don’t say that lightly, right? she’s still on her journey we’re all gonna do it but hopefully you have that community around you who can mirror back to you, how they see you, um, you know, we have to be developing feedback loops everywhere in our personal lives. We should have that, that sense of belonging in our life to come back to because to your point, someone’s gonna come at you sideways and. Like you get to be mad right? whether or not you blow up in the office I’m gonna say no I’m gonna say I’m gonna say no that’s not a not a tip that I’m gonna offer but like you get to have feelings you’re a person, right? You get to process it, you get to feel some way about it and then you get to come back to the table and figure out like how am I gonna get to like what’s really helpful in what was offered, how am I gonna apply it to benefit me and my growth and this these projects that I care so much about. Um, you have some, you got a story you can share? Yeah, then your, your session description said you had. I tell a little bit of um I give folks reflection around um when I pointed out the barriers to day to day feedback I always ask the audience because you know we trend this way and that way we’re in a different year. I asked them. Um, to reflect on like these barrier things, and I asked them like where do you recognize perfectionism, defensiveness, quality over quantity, either or thinking, um, because often these are the things that stop us from receiving feedback we dismiss it and we have to be really really careful who’s feedback we’re dismissing and why. Um, and so I asked them like, do you recognize these from anything else, and I wanna give super props to N10, um, because this space half the room shouted in unison, these are the tenets of white supremacy culture like they were so aware, um, and that work and that like the pattern of these popping up and realizing that they’re such human experiences is such deep work. So I always ask folks, are there any of these that you don’t um recognize and then we dive into stories of how we’ve seen these things pop up in our work and how kind of funny it can be because um it feels so obvious when we’re all sitting together in reflection mode but when you’re working right often sense of urgency pops up in nonprofit so much right because these are really um inherent needs right like. We’re doing real work, yeah, yeah, especially now, yeah, so we’ll talk about you know ways we’ve seen good intentions show up in ways that are just sometimes frankly hilarious, you know, folks showing up with items or goods thinking that this is the answer and this is what you need and now your capacity is a little bit more drained because you’ve got a piano and 7 broken guitars and. Someone at the staff has to do something with them, you know, um, there’s such a way that these things pop up and if we can for for me what I try to do is like. You know, have your little joker moment laugh a little bit you get to, you have to, um, and if you can bring humor to the ways that we are so humanly fallible, like can we all enjoy this together this sitcom’s hilarious like we’re we’re just meat sacks of emotion clanging up against each other trying to make the world better and if we can bring some of that presence to it like people are joy people are generous people are. Fascinating and and maybe that’s just kind of why I’ve ended up doing the kind of work that I do, but you know an artist is curious the musicians wanna name what’s going on under the surface and um there’s so much under the surface when we’re all really dedicated to good work it’s personal like we said. It’s a beautiful place to live. All right. Donna James, if you want to connect with Donna on LinkedIn, uh, she spells her first name D A N A. Donna James, systems design and engagement strategist at Community Centric fundraising. Thank you for sharing, Donna. Thank you Tony. Great great topic. Oh, thank you. Thank you very much and thank you for being with Tony Martignetti nonprofit radio coverage of the 2025 nonprofit Technology Conference. Our coverage is sponsored by Heller Consulting. Next week, inclusive and engaging virtual meetings and RFP request for partnership. If you missed any part of this week’s show, I beseech you. Find it at Tony Martignetti.com. Our creative producer is Claire Meyerhoff. I’m your associate producer Kate Martignetti. The show social media is by Susan Chavez. Mark Silverman is our web guy, and this music is by Scott Stein. Thank you for that affirmation, Scotty. Be with us next week for nonprofit Radio, big nonprofit ideas for the other 95%. Go out there and be great.