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Nonprofit Radio for September 4, 2015: Video Storytelling & Don’t Tell MY Story

Big Nonprofit Ideas for the Other 95%

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Yasmin Nguyen & Sheri Chaney Jones: Video Storytelling

In a crowded video internet, how do you tell that compelling story so your message moves others to take action? Sharing their smart strategies are Yasmin Nguyen, CEO of VibranceGlobal, and Sheri Chaney Jones, president of Measurement Resources. We talked at NTC, the Nonprofit Technology Conference, hosted by Nonprofit Technology Network (NTEN).

 

 

Maria Semple: Don’t Tell MY Story

Maria Semple

The right to be forgotten. Maria Semple explains last year’s EU opinion that Google must remove outdated links from search results. What’s the impact on your prospect research? Also, your donors’ right to privacy. Maria is our prospect research contributor and The Prospect Finder. (Originally aired 6/13/14)

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I come down with a case of her panji nna if my mouth had to say the words you missed today’s show video storytelling in a crowded video internet, how do you tell that compelling story? So your message moves others to take action. Sharing their smart strategies are yasmin win, ceo of vibranceglobal and sherry cheney jones, president of measurement resource is we talked at ntcdinosaur non-profit technology conference hosted by non-profit technology network and then and don’t tell my story the right to be forgotten, maria simple explains last year’s you opinion that google must remove outdated links from search results what’s the impact on your prospect research also your donors right to privacy? Maria is our prospect research contributor and the prospect finder that originally aired june thirteenth of last year on tony’s take to the ntc videos responsive by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com here are yasmin win and sherry cheney jones with video storytelling welcome to tony martignetti non-profit radio coverage of ntc twenty fifteen the non-profit technology conference we’re at the austin convention center austin, texas we’re kicking off our coverage with this interview. Are my guests now? Are jasmine win and sherry cheney jones welcome. Thank you. Thank you, it’s. Good to be here. They’re seminar topic is stop shooting videos. Start unlocking stories. Jasmine win is founder and ceo of vibranceglobal and sherry cheney jones is president of measurement resource is let’s start sherry, what are non-profits not doing quite a cz? Well as they could with video interviews, storytelling? What? From my perspective, because we help non-profits measure and communicate their impact in value, they often are focusing on their impact. So how are they changing lives and changing circumstances there, too focused on the activities. So, really understanding what your true impact is and telling your stories from there, and you’re trying to elicit really heartfelt story telling stories. You know, emotional, we want emotional impact. Okay, what would you have you have? You know, i think that a lot of times we focus so much on the technology, the process of doing video and also the questions that we ask people, and so we don’t focus enough on the connection, and really, when you are able to provide a space for someone to open up, to feel that they can speak about their passion, be grateful, they then create that connection that we can then capture and witness through videos and so it’s that focus on that connection rather than just the information or that exchange. Now, as we are today, you’re asking people to get in front of lights and cameras or and mike’s on dh and open up yes, men. How are we going toe start this process first, let’s start with how do we find the right people? And then we’ll get into coaching them and and getting their best performance and storytelling out of them. But how do we find the right one? Yeah, absolute tony that the key thing is selecting the right people, and that starts with being mindful of who your audience is. You know, we found that the most impactful, relevant, ah person to interview talk with are a representation of our audience. So, for example, for appealing to a donor’s, then it be great to have a financial supporter donors to be able to speak in their language in the same mindset for them to connect and relate. So think about the group’s. We want this interview to be meaningful for and select people from that constituency. Right? Volunteers, donors, board members. Yeah. Ok. And someone who’s were well respected. Who’s. Our ticket who’s also a very passionate and a champion of of our particular cause to be able to speak for us but also at the same time, carry the torch for our audience so that they can connect with them. Sure, anything you want to add to finding the right person is sure. I always say, think about your wise. Why do you do it? You do, but not just why does your organization do what it does? But why does your funders fund you and whitey here? Participants participate. And when you’re finding people to tell your story, you want to make sure that you are covering those three perspectives. Okay, three wives. The three wise yet three wise men know e wise? Yes, different wise. Okay, sure. Let’s, say with you now. So we found the right people. How do we start the process of making them? Comfortable evoking the really heartfelt emotion that we’re tryingto chief? Sure. Well, i will actually default to us because he’s really good at that, you know, i’m i’m the one that helps you create the content think about what you should be eliciting and he’s when it does the great interviews, maybe you’re more on the on the production side. I’m more on the defining what what questions? You should be asking what impact you should be drawing out of them stuff like, okay, we’ll come to you very shortly. Okay, okay. We got plenty of time together. Twenty five. Just great. Yeah. You know, for someone to be at ease. You really it’s it’s? Really? About how you think about the interview or how you think about being on video? A lot of times, people focus on the act of, you know, being on camera so they feel like they’re being evaluated. They’re being judged or in an interview, maybe you think of, like, a job interview or or some others where they have to perform and they have to be perfect. And what that does is it raises this level of anxiety where you have tio feel like you have to know, not necessarily be your best to be your most authentic. Authentic. Yeah, you’re you’re going to be your best if you’re most if you you’re most authentic, you just you write which is hard to get and even on steven instill videos, pictures it really is okay? Yeah. How are we gonna do so down? So so part of that is in the initial invitation is instead of hey, can you do a testimonial keen? And you come on camera and do a video it’s about framing it in a way that helps them give instead of being put in a position to perform. And so what i mean by giving is, you know, i’d like to invite you to come and share your story so that we can help inspire others like you. You know, we we want to put you in a place where you can be of service to others, and when you’re in that mindset of being of service, to be able to share your experience and insight so that it can help others, it takes that pressure off because now it’s about your own story, your own experience and there’s no. Right or wrong. And so that that’s the first step is the mind set piece. Okay, so let’s try to avoid characterizing it as testimonial. Do you know, do something that way. Put a label on right or even an interview? It should be more of a conversation. And i find that mom i doing so far, you’re doing great. My failing is a failing grade know you’re at least a b plus or something. You’re doing great. You’ve done this a few times. I have securities right already. Absolutely cool. Yeah. All right, s so tell me more. Yeah, so? So. So that’s the first step is setting up the frame for for what? That experience is like giving them information so that they feel prepared, you know, even some questions. Not necessarily for them to prepare a script, but for them to at least be a tease to know what to expect, that there’s not going to be this sort of curveball, or they’re gonna be blindsided because people have a lot of anxiety around, you know the uncertainty. And so that that’s another element. And then once you actually get into the session, then then it’s really about creating that space. I go through a specific routine if i find that someone’s either really nervous or they’re very tense, where we do an exercise called a ci gong slap, and what that is is where you basically take your hand and one hand and you slap the part of your front part of your arm all the way back to up to your chest, and then you do on the other side and then down to your legs and then back up through your back and then on your head as well. You do that a couple times having how hard you’re slapping, just just so just like just like this. So you’re going back like this and that and then down to your chest and then back-up and what you’re doing is you’re activating the various different meridian parts and your body, your head too as well, too. And then once you do that a couple times, you’ll notice this sort of tingle. It just activates the energy and yourself. And so that’s physically gets you ready. Another gong xi gong slap. Yeah, yeah, you can google that nok will be on youtube. The other parties is also getting you into what we call the vortex or the zone or, you know, the peak performance state and so, you know, i listen to some music, so whatever music kind of gets you going here, the whole goal is to are we asking the person i interrupt all the time, you know, that’s bad that’s, bad technique, a weapon? You don’t have a conversation, really? So we’re asking the person in advance, what’s your kind of music or bring bring some of your favorite music, you’re going bring some of that, but even before the actual interview, i will take time to have a phone conversation, just tow, learn about that, build that report so it’s not. We’re not meeting for the first time on camera and, uh, and that way, we feel like we’re friends and i can ask them about different things, so the whole goal is to get them out of their head and into their hearts, because when they start speaking from the heart when they start opening up yeah, that’s when the magic happens, outstanding. All right, you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s m a r t i g e n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Surely now let’s, come to you with questions. Durney um, we really jasmine alluded to a little bit, but the types of questions where you’re aware your expertise comes in. Sure in terms of thinking about what? Why are you doing this video? I’m sorry i called you jasmine. Jasmine? Pardon me. Sorry about that. Yes, you have been eluded. So what’s the purpose of the video you’re shooting. Who is your audience? What do they care about? And what we know about is although fund-raising is up from where it was pretty great recession levels, people want to know that there their money is actually making a difference. So no longer can we just say, oh, here’s a cute kid, i’m going to tell you my story about, you know, my family people really want to know that there’s a collective impact going on that there’s, you know, in the measurement world, the outcomes that you’re achieving. So you want to think about what are those outcomes that you know that people want you two to be showing and then making sure your interview questions are addressing those? So people are telling their stories around how they experience the outcomes that you are saying that you’re achieving, how they’re experiencing a perfect and we’re going to get really kind of personal, right? Like how i saved your life improved your life, help your child, you know, etcetera, yeah. So, you know, we have a list of twelve outcomes that typically non-profits air achieving, like increased knowledge increased, gilles, you know, maintenance of new behavior, reduction of undesirable behavior. So no, those going in before you start asking your questions and let your interview we know that you’re going to want to know about, you know, how did this program increase your knowledge or help you get a job or, you know, decrease your risk for heart disease or whatever it is that you’re non-profits doing, make sure the questions are aligned with those important outcomes. Should we stay away from giving exact questions? You will be asked one, two, three, four, because i find in doing my show that that then leads to scripted questions, lead descriptive answers, and and that’s not from the heart, that’s from appearing like memorized so so sherry but we want to give them topics, right, but not exact questions is that is that the best practice or what? Either either. Yeah, i found that i could give them some questions and with a disclaimer that, you know, these are some of the similar types of questions that will be asking and then also explain to them how to prepare. So just think about some bullet points or just some stories that may be relevant, but not necessarily prepare a script per se as well to so that that, uh it alleviates the anxiety, but you’re also making sure that they don’t have a prepared answer. Percent. Yeah, yeah. Like i said, then that’s not that’s, not the impact you’re gonna want. Um, all right, anything else, before we get to the actual either of you need anything else before we get to the actual session with mike’s and lights and cameras that we should be thinking about? We didn’t talk about yet, you know, i think that’s that’s pretty much covers it for now. We’re going to go and dive a little bit deeper into ours session then during that time. Yeah. Oh, well, i mean, there’s stuff you’re going to say in this session. You you won’t say here is that well? Actually, you know, know what? We’ve got someone holding back. Of course not. Your size is okay. Okay? I want shortchange non-profit ready. You know, of course, that all right. All right. So now we’re in the session, so presumably we’re in some kind of studio. These got a microphone because it might just we could just be doing audio, right? Possible? Absolutely. But might be lights and camera also who’s best toe ask, what do we do when we’re in the studio? Now? I could i could do that. Okay, yeah, you know it’s again, it’s first getting them into that state it’s a two part process getting them into that place where they’re not thinking from their minus their speaking for the heart, then the next step, then it’s it’s like a dance. Then you’re the lead. And so through your mindful questions that you’ve designed, you’ve created both to communicate, impact illicit to bring it out from them, per se. You’re also thinking about what is the overarching storyline that you’re trying to create. So one of the things that well, that we’re going to discuss in our sessions is the ah frame. Where for an appeals type of video you know these air the videos that ah, non-profits play at their events to appeal to, you know, fundraisers and donors and so there’s a seven start, seven step formula that i generally recommend to my clients as a guide for creating questions to elicit out those components. So the first part is, is that emotional hook or that connection? Something, whether it be ah piece of data, something that’s compelling or a story that just gets people that initially engaged. So they want to continue to watch the next step then is gratitude appreciating the people that are there the people that have already supported you recognizing them so then they personally feel connected engaged. The third part then is impact showing the difference that that their support up until this point has made to show that you have traction, and that your stewards of their support this far then the next step is really diving into the importance of the purpose of the mission. Why are we all here? Why is it important to support us then? The next step is to ah is to paint a picture of what the future khun b so this is where we are. But this is how much we can. This is how many more people we can serve. This is the greater impact that we can do. And then then goes the call to action, which is this is how you can help. This is how you can be a part of us achieving this bigger future. And the final part is that emotional close wrapping it up, tying it back to either the mission or or completing the circle of this story that leaves them with this emotional connection. But now they’ve see why why we’re doing this. They also know how they can be a part of it and that’s the framework in which we start to create questions that we start to elicit out in each of the different interviews. We sure this is a real art because that’s a lot to pack into what’s probably gonna be, you know, like a ford of five minute video or so bands. It’s doable? Yeah, of course. Yeah. Okay. Yeah. And i mean, in the session we’re going toe share case study where one organization was ableto talk about their recreational programme with kids, but at the end of the day, they were able to demonstrate how they had a fifty seven thousand seven hundred seventy percent return on investment in those chilled children in terms of really transforming their earning potential over their lives. Just buy this, you know, recreational after school program and and talk about in your fund-raising appeal if you’re able teo to share those stories, talk about those kids experience and at the end of the day, say, oh, by the way, give us five hundred dollars, and we’ll turn that into two hundred eighty nine thousand dollars for on these children over the course of, you know, their lifetime that’s, very powerful, and, you know, checkbooks are flying nah bins. What if we’re in our studio session and it’s not going so well? Our interview is not really loosening up very tense. You’re not getting the kind of emotion you’re hoping for. What what can we do to you? Break that besides achy gong slap anything else we can do? Like in them in that moment? Loosen him or her up? Yeah, yeah, you know, first of all, i always try with something with physiology. So some physical movement, whether it be breathing or others just to kind of, you know, shake out some of the stiffness there. If that doesn’t work, then i should start to shift into what are they passionate about? We totally go off or off camera off mike now, mike, or even even if the camera’s still on, but i shift their focus on hey, you know what? What do you know? What are you most passionate about? Tell me about your favorite, you know, and start getting really personal and when they start to then connect with what really means, you know something to them, then it slowly they slowly start to kind of open up in that way. So i found that to be really effective, it might actually be a good idea to keep the camera rolling or the mike rolling because you might capture something really good whether they know it’s being captured or not, they’re they’re more at ease because you’ve broken that i see you looking the tension about okay, let’s, create anything you want, but i was just saying, you know, a lot of it is the magic and editing, so if you know that framework, that yasmin laid out and, you know, that’s what you’re going for your looking for those nuggets that you’re going to put into that framework when you go to create your video and edit it together. And that that’s a really good point, sherry, is that, you know, when you’re looking at the post production editing process, you wanna have someone on your team that understands the story framework here? Not just someone that’s really a great good, you know, on editor or your your brother in law, who knows howto video. But someone who understands the purpose understands the story’s understands elements of marketing as well so that they can put those pieces together in a meaningful way. Alright, we have plenty of time together. So you took some now about postproduction. We moved into that suddenly that was well done. Thank you, baizman. What? What more about postproduction? Aside from let’s not have an amateur doing it. What else? What else can we say? You know, post production actually starts with preproduction. Always found that it’s very, very important to know the roadmap rather than shooting a bunch of content audio or visual and then just dumping it on to someone and saying here, figure it out so it’s it’s it’s essential to be involved throughout the process. S so that’s, really, the key part here and then the other part is, is to understand, to have someone who really understands the dynamics of human conversation, per se you know, there is certain ways in which people speak that are ah, more flattering than others. And so it’s it’s a very subtle nuance of how to cut the foot the pieces and then start to assemble them together and then tie in either music or other elements that enhance that experience, whether it be visuals or other things as well, too. It sounds like you’re strongly suggesting that this be done by a professional, yes, absolutely on baby involved from the beginning, not just that you’ve given them a raw video file, and now they have to try, too. Kraft, what you’re describing? Great, yeah, yeah, i think specially for your your fund-raising appeal videos and maybe the things on your website you’re going to ask people tio to donate to your cause, but i think for and you can correct me if you disagree, but for your maybe website. Testimonials or other things, you know, in our session, yasmin’s going to actually do one on his iphone. So just depends on what the purpose again understanding what is the purpose of the video, your beauty that’s an excellent point, you know, i mean, we were we were talking last several minutes about the least, i think the the video that shone at the gala that ideally is evoking tears and and moving a room of seven hundred people or, you know, whatever. But on the other end of the spectrum share your point is really well taken. This could be very low production value with somebody with an iphone, and it can still be very, very moving. Yeah, absolutely. Doesn’t the production values don’t have to be high to be compelling? Yes. Depends what your purpose is. Yeah, and and and again, it’s, just starting with understanding, understanding your purpose, understanding your audience, understanding your call to action and then finding the right medium for that. Go ahead. Yeah, absolutely. It’s it’s really about having a storytelling mindset, it’s about having a mindset of thinking about what? What are we doing right now? And is who is this meaningful? For and then let’s just capture that moment, especially with technology these days with, you know, our smartphones or iphones or android phones, you know, the cameras and the equipment is so advanced and it’s, i mean, you could capture a great experience bar trying to do it in the dark, but, i mean, if you think about wow, if i’m constantly thinking about how can i share this moment with someone else and who would benefit and why they would benefit, then then you’re you’re ready to go and as far as like professional editing, you know, quite honestly, people can edit themselves, but really, i find that like ninety plus percent of the clients and people i work with it’s a tedious process and that’s something that if they can learn how to improve the quality of capturing the experience that they can handed off to someone else, even if it’s simple edits it’s accessible and affordable for just even the average person who’s just doing a video for their they’re easing or something like that by phone. Yeah, you has been picked up his phone as he was talking for those who are not watching the video. A zoo visual. So i mean it’s just it could be just that simple. Sure, you look like you want to add something? No, i’m just a green. Okay, oppcoll we still have another couple of minutes left together. What if i not ask you that? Uh, what have we not talked about? It doesn’t matter what stage of it is, what more would you like to say on it? It’s a great topic, i think. Just a kind of reiterate it’s about thinking about this experience, the interviewer, the video really, as an opportunity for for you to help someone else give and and the way that they give is through their insights and experience. So we appreciate the opportunity to be here with you, tony, to be able to share and so it’s a it’s a conversation and it’s an opportunity to give. And i think that really when you start thinking of it this way, it alleviates a lot of stress and anxiety around the experience. Okay, yeah, i’d love to leave loved leave it there, but we still have a couple minutes left, so i’m gonna press it’ll further on something i was thinking about when you’re recording, do we do we need tohave an interviewer? Or should we just let the person kind of go free form and on dh hit on the topic questions hoping that they’ll do that, or we need to have an interviewer? I i think yes, i think so. And unless the person is experiencing very skilled with being able to create a connection themselves with either the camera, they’ve they’ve had either training or they could do it naturally. But i would say that the majority of the people are looking to have an interview because the goal is to experience a moment of connection. And how can you experience a connection without having some other person person? Lester trained to connect? Yeah, directly to account. And so to answer your question, yes, it’s important to have at least someone there to connect with? Okay, yeah, sure, because i think it’s not it can be very scripted, and we’re trying to avoid that scripted feel so an interviewer helps reduce that that scripted feel better, more connection, okay? And ah, there is one story i’d like to share and it’s about giving as well too, and sherry’s heard this. Story a number of times because we actually start third time speaking together here. But last year, we were at the non-profit technology conference, and both of us were there to writing. So you guys last year, samaritan picking up last year, we missed each other in d c yeah, so ah, sure. And i were both staying with our good friends, neil and heather. Now kneel on heather have this amazing ten year old daughter named kendall. And every morning when we sit down for breakfast, kendall would just light up the room and she’d ask questions, and she will have about a minute left. Okay. Okay, so, so so anyway, you’re trained, so i know what you know. I’m gonna tell part of theirs just to the store here, and i will re kapin the session here. Don’t worry about the way we wanna hear your story. Okay. All right. So so then ah, went the last morning that were there. She just barely looked up from her bowl and i said, hey, what’s going on, you seem different and she said, yeah, i’ve got to go sold girl scout cookies today i said, well, what’s wrong with that people love cookies, she said, yeah, but every time i get out there, i get rejected and so i said, yeah, gosh, you know, i totally understand, so i asked her i said, hey, kendall, how much of your cookies? She said they’re four dollars a box? So i said here, here’s, twenty dollars, once you give me five boxes, she said really has, like, yeah, it’s like, but here’s the thing i don’t eat cookies myself and so she but i want you to do what what i want to do is i want you to give these cookies to five people that you’ve never met before officer and her eyes lit up, she ran to her mom and said, mom, guess what? We get to give cookies away, then i said, now here, kendall here’s, the reason why i want you to give those cookies away because i want you to know what it’s like to make someone’s day. I want you to see, hear and feel their appreciation, and then when you’re out there and you’re asking someone to ask by a box of cookies, try this instead. Ask them hey, is there someone in your life that you really care about because i’d like to help you make their bay by giving them a box of cookies. So what we’re doing is we’re creating an opportunity for someone to give and so similar to this interview experience when you create an opportunity to give you shift, that dynamic latto outstanding, we’re gonna leave it there. Thank you very, very much. You your favorite cookies with thin mints, by the way about us so good on this. Emotions are number two yasmin win he’s, founder and ceo of vibranceglobal and sherry cheney jones’s, president of measurement resource is non-profit radio coverage of ntc twenty fifteen the non-profit technology conference thanks so much for being with us. It’s. Time for live listener love you know how grateful i am, in fact, not just gratitude love going out to all our live listeners wherever you might be. Podcast pleasantries always those listening in the time shift over ten thousand of you pleasantries to you, wherever you are, whatever you’re doing as you listen and are all important affiliate affections to our stations throughout the country. So glad you are with us. The thousands of you as well must. Be maybe another ten thousand who knows affiliate affections to all those affiliate listeners. Tony, take two and mohr coming up. Don’t tell my story, but first, pursuant you need more money pursuing helps you it’s just that simple. They have online tools made for small and midsize non-profits that help your fund-raising prospect of platform finds your upgrade ready donors there in your database, they’re buried. Who are they? Find them with prospector platform and you’ll raise more money pursuant. Dot com from the desk of world news tonight, i’m featuring non-profit technology conference video interviews at tony martignetti dot com check it out! I’m sitting at the desk at the anchor desk world news tonight, therefore, video interviews from auntie si, including today’s with jasmine win and sherry cheney jones. Also, any sample ward on what non-profit technology network does and how they can help you to use tech smarter, plus keeping your website current after launch and a panel of four on what to do when technology is being blamed. But it’s really not your problem? My video and the links to those four conference video interviews are at tony martignetti dot com and that’s tony’s take two for friday, fourth of september thirty fifth show of the year here’s maria semple don’t tell my story you know maria simple she’s, the prospect finder she’s a trainer and speaker on prospect research. Her website is the prospect finder dot com, and her book is panning for gold. Find your best donor prospects now exclamation mark she’s, our doi n of dirt, cheap and free. You can follow maria on twitter at maria simple. Welcome back, maria, good to talk to you. Good to talk to you. Thank you very much. You’re going to say glad to be here or anything. Well, i am glad to be here, actually and it’s a nice summer months and i’m always happy in the summer. So this is a good thing, excellent and even happier on non-profit radio day, right? Absolutely. Now that i ve pimped you twice and you have no choice but to say yes and i’m happy about everything we’re talking about the right to be forgotten. This came from a spaniard who brought a case in the european court of justice. Yes. So, you know, i thought it was very interesting and i was wondering, you know there might not be immediate applications for prospect researchers in the united states, but you know it. It got me to thinking what implications this might have five or ten years down the line in terms of information that might end up getting a raise from google searches. Um, and it just got me to wondering, you know how how we have to maybe cross check data in other places, especially going forward? If if we’re going to start seeing data, you know, becoming race, could it could even be more imminent than five or ten years? I think very well could be, you know, right now, one of the one of the stats that i had seen was that over forty one thousand europeans, i have actually asked through this online form that google has created to be for gotten so they want mention of themselves erased off of google search results and that huge let’s set the scene in case everyone hasn’t heard of this. This was ah man in spain who brought a case to the european court of justice because there were links in searches of his name is just searching his name. There were links. To old events that he thought were no longer relevant, right? It had to do with a realist state auction that was held, teo, settle some of what they call social security death, whatever that meant. But he was, you know, not happy that that was still out there because he felt that the debts have been settled and so forth. And so he petitioned through this, uh, europe europe’s top court, which is the court of justice of the european union, i guess it’s somewhat similar to our supreme court and petitioned, and it was ruled in his favor that, yes, google is going to have to comply. So of course, if google’s going to have to comply, you have to think that the other major search engines like yahoo and microsoft being will also have to do the same. And to comply. Google came up with this online form. I don’t know if you can. I don’t know how you go directly to the form. I guess you can just search it. I was i i ended up finding a link in one of the articles led me directly to the form and it’s. Pretty interesting, because you actually have to select from a drop down menu one of the thirty two countries that are listed that you would reside in. You do need to provide some sort of a photo id. Ah, so that i guess, you know, if you’re trying to get maybe say, a competitors, you know, information swipes or something like that, they want to make sure that yes, you are you’re the person and it’s information about you, etcetera, and so there are, you know, there’s certain things that you do need to do in order to comply, to get it, to get the data removed, but they really think it’s going to be a very long time before google can’t even get through all of these request and right now it on ly pertains to the european union, as you said, the thirty two countries so this does not apply teo u s residents, but it could there’s potential that someone could bring a similar action on dh similarly succeed in the us i’m not i would not put it past somebody to come up with that idea. Having read, you know, all the press that there is available out there about this particular ruling in europe, one thing that i didn’t realize i mean, i just thought that you go to google dot com and that’s just the one place to do research bedevil evidently there’s, a google dot ceo dot uk, which is, i guess, the european equivalent of google’s search engine, so i think what they’re from my understanding of what i’ve read is that it’s going toe wife clean the search results that you would find on the european search engine and maybe not necessarily google dot com again, it’s also new and all such a grey area and google themselves trying to figure out how they’re going to end up complying with this whole thing. The implications than for prospect research are becoming apparent as we’re talking. You might not find everything that you’d like to find on someone, right? Right? And, you know, i can give you an example. Tony, of a search i was doing a number of years back, i was probably about ten years ago, i was doing some donors threespot church. Actually, i was just doing research. I wasn’t sure that this person was actually considered a donor prospect or not, because sometimes i’m doing the research because they’re considering having this a person as a high profile boardmember and so i’m doing the research, and i kept coming up with this person’s name connected to corporate insider trading, so the bad kind of insider trading and at first i dismissed it because i thought, well, maybe it’s just the same name, but then i came across one article that actually did link the person to the insider trading and linked the person to current employment situation. So then i knew this was indeed the prospect, so i came i had a dilemma because, right, if i put this information into a written profile, then, uh, any donor and he don’t prospect really has the right to walk into your organization and say, show me what information you’ve compiled on may i want to see my donor record on? And so i really had this dilemma, and i thought, well, what do i do with this information? So i decided to call the person who had hired me to do the research, and i asked, why are you having me do this research on this individual? Is it for a simple donation? Or is there something more to this? And she said, oh, there’s a lot more to it. We are considering bringing him on the board, and our board chair thinks he would make a great treasurer for organization. Oh, my so that was, you know, i thought, okay, well, red flag. So i decided to verbally give the information that i had found. I mentioned that the person had paid their fine had done their time. It was well in their past, but i did feel that the executive director didn’t need to know that this existed. Now why this is really interesting dilemma, but why? Just verbally? Why? I mean, if if it’s bonified and you had confirmed it, why not put it in the written prospekt reports? Well, we discussed that. I told her that i would i don’t like to put information into a written profile that would potentially sever our relationship with somebody, and it could, you know, it was a potentially great relationship that could that could have existed. Um, so i did not want to eliminate that possibility for her if if he’d read this and said, well, you know, this was dug up. On me and, you know, i’m uncomfortable with this, and i’m walking away from this organization, you know, clearly it was in his past, everything had, you know, all fine has been paid, and as i said on time, his concert, i just felt that it could end up, um, severing the relationship ultimately, and i didn’t want to several relationship before it even began, since they’re you know they’re may not have been any issues in the future. I just told you to tread carefully. You always have in the back of your mind what the donor or dahna prospect might think if they were to read this in the organizations report that you had written, yeah, itwas absolutely there is always the same reason. I don’t like to delve into divorce records. Yeah, well, now i can see how that wouldn’t belong but alright, it’s, just interesting. You always have this in mind that what would happen if the person were to read this about themselves in the organ in the organization’s files are always thinking away. Okay, interesting. And what what happened in that case? Did they end up inviting the person to be on the board? Do you know, or did they not? They did. They ultimately did. But i don’t think they put him in a treasurer position immediately. You know, i’m not sure down the line if that ended up coming to fruition, but it was certainly at least something that the executive director needed to be aware of. Excellent. Okay, excellent story. Thank you. Um, this all, you know sort of brings up also the the potential, the discretion, really, that google is goingto have and other search engines as they have to comply with this. The way i read the the description i read, i didn’t read the court’s decision itself, but the description i read was that, you know, there’s some vague description or vague direction about, um, what google should consider inappropriate and what not, but but but nothing’s very, very specific. And so that leaves a lot of discretion for google as to whether something like what you described still belongs. I mean, it still could be very relevant, even though it’s in the past, you know, i mean, history is all in the past, we we were studying history all the time. So just because something is in the past google and detrimental to the person google could still very well determine that that belongs under that person’s search results. Right? So now people are wondering, you know, it’s a matter of fact, i read an article that was in a may fifteenth edition of usa today where, you know, they talked about, you know, that the court basically is here is blaming the messenger and, you know, this person had this, you know, situations in their past, google is simply me giving you access to the information, and you know, it e if if reputations can now be somehow, you know, as they’re calling it in this article, airbrushed on demand, right, you know you’re going to have to think about, you know, well, it’s people who have done things, you know, maybe doctors who have botched surgeries and you just think about the implications of all the types of people that would be thinking about having this this shady past erased there’s just a scary amount of discretion that google has because the past is still relevant, but maybe some things are irrelevant. Howto how do you decide what’s relevant to other people and what’s not the other, the other very interesting thing about this is the information isn’t going away it’s not going to be removed from the internet if that’s even possible it’s just going to be removed from a search result with that from of that person’s name. So the personally is a matter of fact, the very newspaper articles that this spaniard, you know, was sad about it on the internet. More people have probably read the articles now that otherwise would have ever read them if he hadn’t brought this to court. And so the articles still exists. It’s just getting to the articles by searching on this individual’s name is something that has been or will be very soon. I’m not sure if it was removed or not, but i think it may be it wass at this point, um, but, you know, is see data is probably still going to exist, but as a prospect researcher, your main starting point is always with a person’s name. Yes, that’s why? I was wondering how this was really going to affect donorsearch research. I mean, we have a lot of info metoo shins buy-in particularly hyre ed that do their research. Donors who reside in europe, right. So you’ve got people who come to this country for their education on they go back or people who started, you know, as a u s citizen and are now living is expats in another country, so you know the borders being as fluid as they are. You can imagine, i know, maybe a very small social service organisation non-profit might not be in that situation is there researching their donors because for the most part, they’re serving a geographic region and their donors come from that very small, smaller pool’s people. But larger organizations that serve that our international and it doesn’t even have to be hyre ed, imagine the wise of the world or united ways we have to go out for a break. When we come back, marie and i are going to keep talking about this, and we’re gonna move teo, subject of the donors right to privacy and the code of ethics around around prospect research. So stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth godin craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guest directly. To sign up, visit the facebook page for tony martignetti dot com. And i’m tony martignetti and with me is maria simple, the prospect finder, maria appa ra, the association of prospect researchers for advancement, they have something to say about donors they dio there, they actually on their web site, a statement of ethics, and i’d be glad to provide that link to your tear listeners. Tony on your facebook page, we’ll put that after the takeaways. Yes, yeah, sure. And so the main pages apra home dot org’s a pr, a home dot org’s and so there you know that that is the association that most professional prospect researchers would align with and rely on for their professional development. So there is a statement of ethics that the opera has and, you know, accountability and practice as well. I mean, i’m looking at one specific line that they have in their code of ethics around practice. It says that, you know, they shall on ly record data that is appropriate to the fund-raising process and protect the confidentiality of all personal information at all times. Um, so, you know, they take donor-centric mation is safeguarded at their organizations password protect the software, for example, making sure that only people who need access to that information are going to get the access to the information. Well, let’s, go back to this donor-centric ality. I mean, how do you protect the person’s confidentiality when your task is to prepare research about the person? I mean, at the top of the page is the person’s name and, um the pages are loaded with stuff about the person. How do you how do they balance? What do they mean? Their protect confidentiality? So you want to make sure that on ly the people who need access to this information to advance fund-raising are going to have access to the information? First of all, the information is all derived from publicly available sources, right? So google obviously is one of those publicly available sources that we get information from. We’ve talked about hundreds of those on the show. Yeah, yeah, absolutely. And so what? You go to a lot of different sources to gather the information and bring it all together? The role of the prospect researcher is, too. Take all of that information, wade through it and come up with a concise profile. Most of the time, the information is is going to be embedded right into the donor record because then you can pull the reports, you know, as you need in the in the donor software, when i’m preparing the profiles, i just do it in a word document so that they can easily cut and paste the information and if need be into their at their end. Obviously, i don’t have access to donor software that my clients are using, so you want to be sensitive to then who you’re emailing these two i don’t mean you as the prospect. Well, i don’t mean you personally, but the prospect researcher and they may very well in a smaller midsize shop not even be devoted to prospect research, so that let’s say, right, the person doing this research on donors and potential donors, you want to be very conscious of who you’re emailing. These reports, too, has who has access to the to the nested folders where these prospekt reports are stored? Yes, absolutely mn it, and then you can imagine a situation where you get your development committee together and you’re doing perhaps some sort of peer review sessions so you might have printed profiles or data pieces of data pertaining. To these individuals on the table, you know, every every development office really should have a good shredder in the office, and i would really encourage people not to allow boardmember sze other volunteers involved in the development process tow, walk out with hard copies because you just don’t want this information, you know, floating around out there that’s very good admonition caution? Yeah, that that where the hard copies go and then they end up in the person’s office or home or something. Yeah, right now. Okay, talking about shredders, you know, i can’t stand seeing those shredders where it’s like quarter inch strips like a four year old could put those back together if if they wanted to there’s quarter inch long strips. I mean, you should get at least cross cut, if not the not the ones that make those little little paper tiny bullets, which you’re supposed to be impossible to put back together, right? And there are companies that you can hyre depending on how much you really have to shred, there are companies that you can you can hire to do shredding. I think that even in local companies like u p s stores they have shredders located within those facilities, maybe even staples. I’m not sure i know ups does, but, you know, there are places that you can go then and taken have it securely shredded. So that might be something to consider. If you do have an awful lot, maybe maybe your office’s air moving and suddenly you find that. Okay, you’ve got files and files from maybe past years, and now things are going all electronic. What are you going to do with all of this? You don’t want to move it right, because you might not need to bring all of that old data with you, but yet it contains some potentially, you know, sensitive information that people would not want just floating around out there. Yes. And as you mentioned, there are services where they’ll just place a bin in your office. And then when it fills up, you call them and then they come and shred it, and they give you back the empty bin. Yeah. What else? What else you thinking around? We’ve just about another minute or so. What else around this data? Data? Privacy and confidentiality? Well, again, just making sure that everything is very well password protected on lee allow people have access to the donor, soft to your donordigital base that absolutely needed shred anything that is printed and keep on top of what’s happening with this with this particular law that that occurred in the european union. And just you know what? Maybe you know, i will of course keep on top of it, tony, and weaken maybe revisited as things develop, um, even if we make it part of, you know, a small piece of the future show, but i think that that non-profits do need to be aware that this is out there and see the potential for its effect in the united states ask and you’ll you’ll be most successful, i think, in searching if you look for right to be forgotten, maria, thank you very much. Thank you, tony. My pleasure, maria simple the prospect finder on twitter she’s at maria simple her sight is the prospect finder dot com next week, it’s september eleventh hard to know what to do on that exact day. I’m going to replay a show called the september eleven e effect about giving immediately after nine eleven and the longer term. Impact. If you missed any part of today’s show, find it on tony martignetti dot com. Where in the world else would you go so glad i brought that singing back? You may not be, but but i am pursuant full service fund-raising you’ll raise baby carriages more money. I’m not talking about those paltry little one cedars that most couples push around. I’m talking couples with quadruplets four abreast, they come down the sidewalk like the middle coach row out of a dreamliner seven eighty seven remember last week was the studio apartments in first class they come and dear the crosswalks and they part pedestrian herds like arctic ice breakers filled with money. That’s how much you’re going to raise pursuant dot com. Our creative producer is claire meyerhoff. Sam liebowitz is the line producer. The show’s social media is by susan chavez, susan chavez, dot com and our music is by scott stein duitz thank you, scotty. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent go out and be great. Snusz dahna what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist. I took two or three years for foundation staff, sort of dane toe add an email address card, it was like it was phone. This email thing is right and that’s, why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to heal. You put money in a situation and invested and expected to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for October 31, 2014: 10 Scary Scenarios & Treats In Tech Trends

Big Nonprofit Ideas for the Other 95%

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Amy Sample Ward: Treats In Tech Trends

Picture of Amy Sample WardAmy Sample Ward is back! She’s our social media contributor and CEO of NTEN, the Nonprofit Technology Network. She’s got takeaways from the 2014 Fundraising Technology Trends Study

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Oppcoll hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host and it’s halloween happy halloween! I hope that you do something fun for yourself or with your kids. Do something fun today i want to welcome again opportunity collaboration if you’re listening from that wonderful unconference that we were all at two ragas is three weeks ago now welcome welcome to the show, a pleasure to have you from opportunity collaboration in stop of mexico and i’m glad you’re with me. I’d be forced to suffer with clinical vampirism if i had to swallow the fact that you missed today’s show ten scary scenarios jean takagi is back he’s, our smart legal contributor and principle of neo the non-profit and exempt organizations law group he’s assembled the list of no knows that he’s seen too too often and treats in tech trends. Amy sample ward is back she’s are savvy social media contributor and ceo of n ten, the non-profit technology network. She’s got takeaways from the twenty fourteen fund-raising technology trends study between the guests on tony’s take two possum shooting responsive by generosity, siri’s hosting multi charity five k runs and walks and i’m very glad that gene takagi is back month after month. I love it. He’s, the managing attorney of neo in san francisco, the non-profit and exempt organizations law group he edits the popular non-profit law blogged dot com and on twitter he is at gi tak gt a welcome back, jean. Thanks so much, tony. Great to great to be back. And i’m glad to hear you had a good time with opportunity collaboration. I had a chance to go a few years back, did you? You were there a couple years ago. I wass oh, it’s ah, it’s really wonderful experience and it demeans it to call it a conference. It’s it’s, it’s definitely an unconference absolutely wonderful. I i didn’t know you had been there. Cool. All right. Are you thinking about going back? Twenty fifteen? Maybe a couple years down down the road. I would love to go back. Okay? It is very special all around poverty alleviation. So you’ve got some some scary scenarios for us for the halloween show and, uh, one of them is being sued. Yeah, absolutely. I’m probably one of the most terrifying things. For for a non-profit as we go through our list of ten non-profit nightmares getting sued, and particularly if it’s by an employee for something like discrimination or sexual harassment, wrongful termination, privacy violations that can just be terrifying and it’s just, uh, more common than people might think. Yeah, i get well, first of all, you have to credit unite non-profit nightmares. I didn’t think of that one. I thought of scary scenarios. I like non-profit nightmares better. Actually, i wish i wish you wish we had said that. All right, but we’ll stick with scary scenarios. Yeah, seeing your organization and it could even be you individually, right on the on the wrong side of ah, of the little v that stands for against it’s ah it’s. Very disconcerting. Yeah, absolutely. And it could be the nonprofit organization itself. Or it could be one of the non-profits leaders, manager, executive, director or even the board of directors who could all be serving in volunteer capacities, finding themselves on that other side of the law on dh there named as individuals. Right? So they have they individually have to come up with a defense happen and all the legal. Costs that are involved unless they have some sort of insurance that’s going to protect. Okay? And we talked about that. That would be the directors and officers insurance. Yes, you know? And if we’re talking about an employee lawsuit to make sure that directors and officers insurance has some sort of employment practices, liability protection involved, employment practices, liability protection, okay, so if you’re so that’s, what that’s to cover you if you’re sued for some kind of a discrimination in discrimination action? Yeah, discrimination, sexual harassment, wrongful termination, all those type of claims. Okay, way have talked about that. Do you know our directors and officers liability insurance? Very worthwhile having don’t you know, i’m not sure we did mention before i think it’s a majority of all employers that have face to claim sometime within the past five years, i think it’s a little less for non-profit employers with directors and officers insurance, but the average settlement again from some of the materials i’ve read between thirty and forty thousand dollars average defense costs, if you decide to go to court with it, could be about the same, and two thirds of the court cases favor the employees or the plaintiff against the non-profit or non-profit leaders so something really aware of and try to mitigate those risks? A majority are sued on that that’s on the corporate side, more than fifty percent. I’ve haven’t think overall employers over or some sort of claim, okay, past five years. And if you go to trial there’s a two thirds likelihood that the employer is going to lose is that right? Yeah. That’s what i’ve read, i don’t know it, and i think it varies amongst your jurisdiction. So i think california might be, for example, a little bit more employee friendly states like delaware, maybe a little bit more employer friendly. Okay. Okay, well, i trust that you’re reading reliable sources. So when you say through your reading, it’s reliable, i believe you. I believe the sources do that. You trust what else? We have something else we’ve talked about. Excess benefit transactions bother you? Yeah. I mean, that’s, that’s. Something really scary. And just for yeah, for people out there who might not know what that is. That’s basically just excessively paying one of your directors or officers or a family member of a director or officer. Or a business that’s controlled are owned by by one of your directors or officers. We just call them insiders, and when insiders get paid too much there, if they get caught, they’re going to have to return that excessive amount on pay a penalty tax, which could be twenty five percent of that access. So if you overpaid by ten thousand dollars, for example, the penalty would be twenty, five hundred. If you overpaid by one hundred thousand dollars, the penalty would be twenty five thousand. But the scarier thing is that if you don’t correct that within this given time period, basically, before you get assessment on an assessment from the irs, the penalty jumps up to two hundred percent of that excessive amount. So instead of twenty five hundred dollars penalty for a ten thousand dollar excessive payment, all of a sudden you have to return the ten thousand dollars and pay twenty thousand dollars in a penalty tax free iraq. So it could be a really, really scary thing and one of the major irs tools they have against preventing that type of self dealing type transaction to occur. Oh, that’s, the tool, the penalty, the penalty tax and it it really can be pretty harsh. The the other scary thing about about this is that the irs can actually even penalize the board members who approved that transaction, even if they didn’t benefit a benefit from it if they knew that transaction to be excessive, or they reasonably should have known that it was excessive and didn’t look into it. So even board members who don’t benefit from it can be hit with a penalty tax that would be equal to ten percent of the excessive amount. So they got a really careful, and we talked a little bit about this, but and there are procedures to help shift the burden of proof so that if the irs claims that you paid excessively, if you follow these procedures, which are it’s going to get me into jargon jail, you yeah, i know. But, you know, you were thinking over you’ll get yourself right out. You did last time. Do yeah. It’s called the rebuttable presumption of reasonable miss procedures and basically what it means is that there’s a presumption that the compensation was reasonable if you followed the steps and basically it’s just the interested party discloses the interest to the board. The board votes on it in the majority who are not interested in that transaction favorite. And they based that that approval on comparables that are that are reasonable comparables for that. And if you do that, then the irs has the burden of proof to prove that it was excessive. The irs usually doesn’t want to go through all of that, so they’re going to pick pick lower hanging fruit to go after in most okay. And the last time we talked about this was the march twenty second twenty thirteen show. If anybody wants to go back and we did talk a decent amount, i think about that that reasonable, the presumption of reasonableness on dh what what the cops should look like and things like that, okay, yeah, i mean, there’s, some really there’s, some serious penalties. Now, these are things that you see, right? Yeah, we see them fairly often if you if you make a payment toe one of your insiders and you don’t report it to the irs is a payment and they don’t report it to the irs. Sometimes people call them stipends and things and nobody reports it anywhere, and you get caught with that that’s automatically and access benefit transaction there. There doesn’t have to be any investigation. If that happened, you’re automatically hit with that penalty tax, so be very, very careful. All right, we have ah, we have a bunch more to go through. Ah, ten scary scenarios non-profit nightmares were going to go out for a couple minutes when we come back. Jean, i’ll keep going. You’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation really all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura the chronicle website philanthropy dot com fund-raising fundamentals the better way dahna welcome back to big non-profit ideas for the other ninety five percent. Gotta send live listener love and let’s start abroad. I wonder if some of these listeners are from from opportunity collaboration mexico city, mexico when a star dies, sir j frantz, bonn jur, dusseldorf, germany, gooden, tog and lots of asian listeners, many in japan, tokyo, hiroshima, mito, kyoto, konnichi juana let’s come back to the u s new bern, north carolina live listener love, beverly, massachusetts and woodbridge, new jersey there’s. Lots more live listener love coming, of course, podcast pleasantries to those of you listening wherever you may be at whatever time you’re listen, whatever day, whatever activity you’re doing pleasantries to the podcast crowd almost ten thousand of you, jean let’s, continue with our with our non-profit nightmares. I’m taking on your non-profit nightmares because i like it better than my scary scenarios. What else you got for us? Nightmares or scary scenarios. My third choice is not withholding and cheering, paying payroll taxes. That is just a terrifying things. Look at gene’s got sound effects, some affection sound effect from san francisco about that because it’s, often done because of poor budgeting at organization, doesn’t have enough to pay payroll taxes and decided to defer payment and make sure that it’s making payroll in paying vendors on dh just ah, delaying or deferring the irs payments. But if you don’t pay payroll taxes, there are very, very harsh penalties and interest. Ah, and the scariest thing about that is directors could be personally liable, and i’ll repeat that again, volunteered directors could be personally liable for paying the taxes, the interests and the penalties that hadn’t been properly withheld in paid because the attorneys generals may think this isn’t she shouldn’t be paid with charitable resource is this is a deficiency or breach of fiduciary duty, and it really should be paid by the directors, so not withholding and paying payroll taxes really, really scary. Damn all right, and a lot of personal potential liability. This is the independent contractor versus employee, right? Well, that’s another way, there’s the first way. That is just not saying it because you’re paying other. Okay, okay, having an employee, but not paying. It. And then the other is misclassifying someone as an independent contractor to avoid paying it exactly right. You might not think you’re doing get to avoid pay. You might just think, well, i have a choice as an employer whether to classify a worker’s, an independent contractor, an employee. But of course, you don’t necessarily have that choice. Your guest. A few weeks ago, i had explained that’s, right? That was you eat huge tomb and he’s a c p a. And that show was on june sixth, and i have a guest here in the studio, jessica allen, who was a bookkeeper, and she’s nodding her head vigorously. Yes, to everything you’re saying. Because clearly, jessica sees this mischaracterization a lot or the failure to pay the taxes. Yes, both. Yes. Just kisses on both. Uh, whatever the june six show, we talked a lot about that with huge tomb. What else you got? So the next one i have is endorsing a political candidate for public office. And five a onesie. Three’s air definitely not allowed to do that. And the penalty can be revocation of their tax exempt status so they can lose their five. Twenty. Three status if they endorse a political candidate. Now, i think most organizations are savvy enough not to go in directly endorse a candidate or make a political contribution to a candidate, but they can also happen unintentionally just by inviting someone to speak at a charity event who might be an incumbent. I’m not giving them explicit instructions that she or he can’t campaign at the event or creating a legislative scorecard that compares candidates on a select number of issues important to the non-profit but it’s not done in a non partisan manner. Okay, so it can be done, but it has to be ah, has to be done equitably fairly across all the different opinions. Yeah, you’ll sometimes seemed the organizations like the legal world women voters come up with with legislative score cars and and they’re going to be a comprehensive look att just a broad array of legislation in how that candidates particular candidates foreign office may have voted in-kind such legislation, but they’re not going to just be selected to important issues to that non-profit their going to cross honore of areas and that’s that’s the way to do it nonpartisan if you just sort of select the things that are important to your organization, whether it be women’s rights or an environment or climate change, then you can really get in trouble that way. Okay, you can also get in trouble in social media, like on when someone posts on your facebook page, for instance, yeah, absolutely. So imagine somebody posting on your facebook page that you should vote for a political candidate for public office and you moderate the page. So you you really cleanse it of any defamatory statements or anything like that. But you don’t you leave those items up there? Well, that could be seen as tacitly endorsing the candidates enough, and you’re responsible for that for that facebook page, and you have that control. So by leaving it up, you expose yourself. Now what if you what if you don’t monitor your facebook page? Well, that makes that makes it a little bit more tricky. T now that we would just advise people to be careful of that anyway, because there’s all sorts of statements on that facebook page that might get you in trouble in other ways. All right, so that’s, why you leave them up? Okay? But it becomes more of an issue that you’d have to take a look at all the facts and circumstances if you don’t moderate it all. And there are few political endorsement from the general public, not from your staff and not from your volunteers, but from the general public. Okay, on dh, you can also get into trouble if someone makes a personal endorsement, right? And then it gets perceived to be organizational. Yeah, so you’ll see a lot of times, executives or sometimes board members endorse a political candidate, and their affiliation with the non-profit is going to be listed in that advertisement, or or endorsement. And if it’s done properly, there’s going to be some sort of disclaimer there that says that the organizational affiliation is written for ours, included just for identification purposes and in no way shows that the organization is also endorsing the candidate. But without that disclaimer, it might be seen specially if it’s an executive director or chair, the board that the organization self is improperly endorsing a political candidate again could jeopardize the organization’s exempt status. Okay, so so a simple disclaimer will cover us there. Yeah, but the, you know the non-profits not in control of that page. So you’ve got to make sure that your executives know if they’re going to allow their names and the organizational affiliations to be put onto a newspaper or some other advertisement for the benefit of a political candidate that they insist that that disclaimers there and the penalty for this is pretty severe. You mentioned loss of your five a onesie three status? Yeah. Is that all you want? You got to say more than. Yep. Come on. Well, i mean, how often does is how often does this happen either, yet either say more than yet, forgive me the living in that scary, that screaming which again? But, you know, so, you know, i mean handup okay, how often do you see that? That that sanction? Uh, you don’t see it very often because organizations are usually pretty good about it. And if you you know, if it happens once or twice tow an organization over a number of years, they might be a little lax about it. But if it combined with other things that show that you are really pushing it on endorsing political candidates, if not directly, indirectly then then you do see a few times i wouldn’t i wouldn’t say it’s a very common, but you do see a few times organisations lose their tax exempt status, and whenever it’s election season we see it more. I presume you would get a warning letter from the irs first depends how how bad your other activities are in terms of endorsing. So we talked about that legislative score card if you did that in a partisan matter, if you were allowing the particular candidate teo, get mohr you side of your organizational resource is than other candidates for the same office, and it showed that you were really acting in a partisan manner on a particular election, there could be a complaint from the other side and it’s the complaint that would likely launch the audit or investigation and that’s where you could be in danger of losing your tax. That man you get, the irs is investigating you, even if it’s not, we’re not even talking about a tax audit here. We’re talking about activity around election hearing i just that’s something i don’t think you want. I don’t think you want any government agency pouring through. Your emails and your social media pages, and i don’t know what else they would look at internal communications, maybe boardmember it’s oh, man, that sounds like a really nightmare. Talk about nightmare. Yeah, and on the other hand, tony, you’ve got to be careful not to tell any individual staff members, including your executive, that they can’t endorse political candidates because, of course, they have constitutional rights that they can as individuals endorse anybody they want, but they just can’t use that organizational affiliation without some sort of disclaimer. Have you ever been through an audit like this again? Not talking about tax, but whether it’s election hearing or anything else? Where the where the irs was questioning the activities of ah, of someone you were a client, you’re representing an organization? Not to the extent that they were threatening revocation, but we’ve certainly dealt with dad let’s examinations of political statement. Yeah, what is that? Like? What? How detailed do they get? Well, maybe that’s segways into my next nightmare and that’s having the i r s or the attorney general audit your organization regardless of whether they find anything writer or wrong it’s usually like when somebody surprises you and visit your home, or at least my home, and you haven’t had a chance to do any housekeeping that, you know, if you really dig in, teo, be probably confined all sorts of tiny little buy-in actions and one on a while you might be able to find more bigger violation that you don’t want to get out there, either to the irs or to the general public, including your donors and supporters, because they could be very embarrassing to the organization that going through an i r s or attorney general audit that, you know, if you’re lucky, it’s it’s, a correspondent, thought it, meaning that they’re just asking for paperwork. Okay, unlucky. They come into your office and they lived there basically for weeks and maybe even months or even longer. What are they doing? What are they doing? For weeks and months? They’re scouring all of your books. They’re interviewing employees to see whether you’ve done anything right or wrong right now they’re looking for something wrong. Yeah, and hopefully you’re telling them all good things so that you stay out of trouble, but if they’ve got reason, if they feel like they’ve got reason to investigate you, they could be in there for a very long time looking for for for that dirt. So you’ve got to be very, very cautious, damned if you’re going to if you get any sort of notice from the irs or your your state’s attorney general that they’re going to conduct some sort of audit on your organization, contact an attorney right away. You want to make sure that you’re prepared so you can get your house in order a little bit before they come. And if you don’t have the right policies in place to sort of mitigate what you know, poor responses they may have of your organisation, that that you get a chance to develop those policies during that interim period before they come. So at least you could say you’re proactively taking steps already even before they’ve noted anything. Do you have to give them office space? I mean, what if you tell them our officer’s? You know, it’s very crowded here, there’s just no desk space available for you. Can you keep them out that way? You know that we don’t have a phone or desk outlet stores, outlets, outlets are very scarce is that yeah, if you’re very very tiny than then, you know, there may not be a facility to sort of for them you’re right about that. I mean, keep them in the hallway or something, or in the elevator shaft or down in the lobby, maybe wherever it’s going to be, you’re not going to be a very pretty sight, but if you have your books in order and you’re giving them information and you’re very cooperative and you have a very active board with good minutes of board meetings that show proper due diligence that’s really going to help you in an audit, but if you’re careless, if you don’t have a lot of policies, if the board is really just rubber stamping decisions of the executive that’s going to be pretty evident quickly and an audit and that’s going to make him stay longer, well, that’s yeah, exactly, and we’ve talked about this before, too, but i’m glad we’re reiterating. Not following your own policies on dh you you cite a good example of governance policies when an organization says that they want to follow robert’s rules of order? Yeah, i mean, so you know, i often see by-laws of organizations that say we will follow our we must follow robert’s rules of order, which is, you know, six hundred to seven hundred pages that’s updated every once in a while every couple of years, and you’re you’re agreeing to incorporate all of that as rules of your organizations. And for most charities, that just doesn’t make any sense, and it creates all sorts of possibilities for a dissenting director or a dissenting member to find a procedural defect in those six hundred pages that you didn’t comply with and reverse or stop any action that the majority of the board might have wanted to take and thought they had taken all the center just to be hit with this, you’ve got a procedural defect, i’m questioning the action and going to reverse it, and maybe i’ll sue you if you if you say that you just disregarding my statement because our by-laws say we’ve gotta follow these rules. I see. Okay, so it’s as if it is incorporated into the by-laws okay, we just have a couple minutes left, and i know there’s other things we want to talk about, um, but we won’t be able to spend quite as much time the you could be you could be perceived as a private foundation, even though you’re a public charity. Yeah, most public charities become public cherries by passing this math tests, the most common test is a one third public support test that’s measured over a five year rolling period. And if you get enough small donations from the general public, you’ll meet that test. But one big private foundation grant, especially if you’re on the borderline of that one there’s support one big private foundation grant could tip you over into public chair, i mean, into private foundations status, and if that happens, most private foundations will no longer make grants to you because they only make grants to public charities and not the other private foundations. So it’s a very, very terrifying concern for any public charity that sitting on the borderline of their public support especially if it’s lower than one third and they’re going to get a big private foundation grant. Okay, way. Have to move on. What else? What’s another one napor ten delegating things to individuals you don’t know very well so maybe you let your volunteers run. From events for you, but you don’t do background checks on them, it’s kind of like, would you allow someone to care for your child without checking on their background? Probably not. I hope not. But would you allow volunteers to take care of other people’s children without checking on their background? Maybe in a kind of summer camp situation? Or do your employees, board members or other volunteers you know, have they been vetted and trained to be responsible for activities that you’ve told them to be responsible for? How how are these supervised? Okay, they embezzle or engage in fraudulent activities? Did anybody conduct a background check before they were put in a position to be able to do that? Those air, all terrifying concerns for me, there’s one around social media, which i am going to summarize for us, and we’ve talked about it and amy sample ward and i have talked about it too, which is making sure that you have a social media policy. And why don’t you give us our last one of the ten nightmare non-profit nightmares? Gene? Sure, signing a contract if you can’t live up to it, you know you get hit with breach of contact. You damage your reputation. Maybe you can’t make a required payment or you can’t deliver the promise. Good or service or you rep misrepresent facts that you said that were true inn representations and warranties in the contract that you didn’t carefully check. You do that you can really hurt your reputation. You could get sued very, very ugly non-profit nightmare jean takagi, managing attorney of neo non-profit and exempt organizations law group in san francisco. You’ll find him on twitter at g tak. And you also and it’s the non-profit law blawg dotcom. Thank you very much, gene. Always a pleasure. Great. Thanks, tony. Have a great halloween. Thank you. You want to go to which one more time, can you? I don’t have that it’s. Not cute up, which is not cute. Okay, that’s. Right. All right, that’ll do. Thanks, jane. I think that generosity siri’s they host five k runs and walks and into sunday’s on november ninth. I am seeing their new york city event for them. With them. They’re expecting about three hundred runners in riverside park from nine different charities. So think about that’s. Roughly an average of thirty. Runners and walkers for charity. No organization could run an event with thirty people. It would be a disaster. You would cancel it, cancel it if you had only thirty thirty participants but generosity siri’s puts a bunch of charities together, creates a community among their charity partners. They all raised money individually for each of their own causes. And they come together. And now there’s three hundred participants. So it’s going to be great fun and charity. Sorry, generosity. Siri’s also takes care of all the background work, like the medals and the licenses from the parks department and nypd and the sound system and the finish and start arches and the port a potties. All this stuff that you would have to deal with if you were running five k, they take care of it all. They have events coming up in new jersey. Miami in philadelphia, of course. Too late to join the new york one, but new york. Sorry, new jersey. Miami in philadelphia. David linn is the ceo there. Please tell him you’re from non-profit radio. Give him a call because i’d like to talk to people that’s the way i do business seven one. Eight five o six nine triple seven and of course, they’re also at generosity siri’s dot com this week’s video on my site is possum shooting and also giving tuesday twenty fourteen you’ll have to watch teo get the possum story, but giving tuesday is the tuesday after thanksgiving that’s december second this year, and on the site i’ve gotta round up of links to a bunch of videos and e-giving tuesday, tools and advice from people contributing to giving tuesday beth cantor is among them catch a fire dot org’s among them bunch of others, i hope it’s a valuable roundup. I’ve been getting some good replies on twitter, so i think it is and that is all at tony martignetti dot com that’s tony’s take two for friday thirty first of october halloween forty third show of this year. Amy sample ward is with me, she’s, also on the east coast, just like jean but she’s up in portland, oregon. She’s the ceo of non-profit technology network and ten her most recent co authored book is social change any time everywhere about online multi-channel engagement it’s an outstanding book her block is amy sample, war dot or ge? And she’s at amy, r s ward on twitter. Welcome back, amy. Thanks. I think i think you’re tricking people because it’s halloween, it’s the west coast, not the east. Then i say you’re also on the east. Then i say here and i say that portland is on the east coast. Yes, there is. Portland on the east coast is just not the portland. Where i said is that we will be portland, maine, right? Right. Okay. Sorry about that. Thank you. Know where? Jean and amy how’s your halloween going over here on the east coast. It’s going very nicely. It’s a look. Cool. Ah, a lot of kids in costumes and makeup. It’s fun. It’s fun. Good. Are you doing something for your halloween? Uh, well, i think for the first time, probably in my life, i will be living in the house where we could have trick or treaters. So we we’ve bought probably more candy than is reasonable, but we’re very excited to have some trick or treaters come by. Excellent that’s. Right? This is your first halloween owning a home. Congratulations. That was during the summer. You got it, right? Was like junior you. Are very good. My voice just cracked like i’m fourteen very good you’re just so excited about trigger traitors. Um okay, so you’ve you’ve come through the fund-raising technology trends study for us who this is ah, find accounting software dot com right in partnership with a f p a f p and find accounting software dot com and i want to thank adam bloom ner for bringing it to my attention. And then ah, you, you and i decided it would be be good. Good for discussion. Yeah. What did you find in there? It’s. Interesting. Well, i mean, i think there’s a lot that’s interesting in their andi i like the way that it is kind of broken out into different areas of interest. So one of the first pieces that i thought would be interesting to pull up because i think this is a big area of mis conception for organizations, and that is that, of course, that your organization is bigger. Well, then you’re just goingto automatically do better on that’s. Not necessarily the cases they found in their report. Focus on fund-raising, but also something we see at antenen our research just generally about technology. And and organizational effectiveness simply having a bigger budget as an organization does not have any correlation to you doing better to doing better work to being more effective. Yeah, just a good tone to start with that even if you are really small organization, it doesn’t mean you can’t be, you know, increasing your your fund-raising revenue year every year, you know, just like the bigger organization, yeah, it was very uplifting, your right to see those they had a bar chart to see small, midsize and large organizations all pretty much equivalent in terms of fund-raising fund-raising revenue growth. Yeah, exactly. And you see the same thing i mean, ultimately, i think it, you know, not necessarily a so just sit back and relax we’ll you know, just because you’re small, you’re probably doing better, but at least releases you from feeling like you don’t have any hope of of doing better because you’re small, but of course, you need to be paying attention to what is going to help you be affective and what’s going to help you be, you know, pretty savvy and your fund-raising i saw that on ly twelve percent of organization cited standing out from others as a fund-raising challenge. And so i think that’s related, you know, there are very few people are seeing that as a problem getting getting their message clearly heard, right, which is charging for small i mean, yeah, i definitely thought that was interesting because i feel like that is something that gets talked about a lot, you know, there’s there’s certainly plenty of fund-raising blog’s or, you know, tips and tricks for your fund-raising where it all focuses on really trying to share your unique message and, you know, show how you’re different from other organizations on dh for very few people, you know, only twelve percent said that was an issue, maybe that’s because they think they’re doing really well or leaving it because they haven’t thought to try and address that. Okay, yeah. Could be okay. Yes way do hear that a lot that, you know, how do i stand out? And you and i have talked about hundreds of strategies and tactics for making yourself unique to your to your constituents. Yeah. What else? What else did you see in there? Well, i’m kind of on that same lens. I thought that it was interesting that they found that many of the survey respondents did not cite technology as their biggest issue, but many of their biggest issues that they sighted. We’re somewhat related to communications on dh when i think i struck me about that, is that that it almost assumed or implied that technology wasn’t a part of those kind of communication issues? And i think it very much is it? If you have, for example, you know, a database that’s helping you track if someone has ah, you know, opened different email messages, even if they haven’t donated you can get a better sense for how to communicate with them, you know? You’re getting them to open the message, but they’re just not taking action, you know, i think there that’s just one example, but there’s so much that technology can do to help you understand how your communication is working and or not working, you know, and what to try next, you know, technology isn’t just this database that’s it’s over here by itself, you know, it’s really kind of underpinning all of those different communication pieces, whether it’s, your actual messages you’re sending out or your communications plan. Or figuring out, you know which messages works. And we call this on dh the survey, those two communications issues, i think of them two as relationship issues because they they’re talking about things in there, like deepening relationship. These are things that were questions deepening relationships, um, converting interest into donations on getting larger donations. I think of those as you know, this, i guess it’s anonymous, but i think of it all as under the rubric of relationship building, definitely on again, you know, i think there’s this tendency to kind of think of of it is two different buckets that are totally isolated from each other there’s relationship building and fund-raising which is having that gala, everybody being in the same room, you know, or taking that person out to lunch and learning about what they’re interested and and why they’re maybe wanting to support your organization and then almost as if all of that has to be totally separate there’s this idea connections not even relationships, but just connections online, people that are, you know, on your facebook page or on your email list, and i think we really miss miss the opportunity to tie those. Together, people that were at that gala event that also are on our email list and we should be, you know, creating messages that recognize they were at the gala and not just that they’re a random person on the email list, you know, really connecting those two worlds so that we are creating deeper relationships because it’s not sustainable, to think every week you’re taking that person out to lunch, but if you think about, you know, a couple times a year taking them out and then every week having something relevant, teo, email them about mean that make a man could make a huge impact in that individual feeling like they’re connected to your work and that’s deeply related to the stuff you and i talk about what we say multi-channel you know, multi-channel strategies you have, you have your real life strategies, the online and then multiple, you know, multiple within both whether it’s lunch, gala parlour events you know face-to-face live or whether it’s email you’re blogged, twitter, facebook, whatever is appropriate, you know, online and yes, we’ve said this so many times, but it’s always critical, you know, and it’s it’s it’s hard for some. Organization to implement, they don’t think that way, right? But i think it’s, because organizations that don’t think that way are thinking about it as an organizational, um, process there thinking we have this message and were sending it out over here. Some other staff person is, you know, planning the annual gala, some totally other staff person is the one who probably go, you know, maybe the executive director who’s going out meeting with people and we don’t ever stop to create a better process inside the organization that reflects those people are humans, they are individuals, their experience with us is not divided up by which department we work in their experience with us as an organization. So if we aren’t connected across across the staff, you know, if we’re saying that the person working on the gala just kind of keeps their own list and is doing their own job and everyone that comes to that it’s totally separate, well, we’re never going to create a very good relationship with all those people because we’re never going to recognize oh, there also on our email list or a couple of them actually did go out to lunch. With our executive director, you know, they’re gonna have this really stop and start relationship with the organization. Yeah, very narrow. Well, yes, when the organisation looks narrowly and myopically. Right? Right. Okay, well put now, there was good news about technology in the study as well. Definitely. I was really excited to see some of the findings they highlighted specifically to the technology tools you know, the survey respondents were using first super great indicator was that theorems were ah, leading tool that organizations were using a sierra meaning york your database and what what’s happy about that? What? What makes me really excited is that that says to me, organization are moving away from this kind of not ideal, but also, i think, set up not out of intention, but just out of happenstance and that many organizations have you no totally separate email list management, a totally separate database for people that are coming to their events and registering to participate totally separate database, you know, for people who donated and seen organizations invest in having one central database where all of that data can live doesn’t just i mean, it’s probably less crazy making in-kind the organization, because everyone has all of these different, you know, databases in place, but it also means that the organization their position to have those those relevant messages to be able to communicate about what people have really done. If all that data is in one place, you can actually create an email that says, hey, tony, thank you for coming to the gala last week and here’s what we like you too dio, you know, because you’re able to pull from the database and know who came, who donated in the past, who attended a separate event, you know, and really use that data to your advantage to make message is much more relevant. So i think that a really great indicator, okay? And there was some as well, uplifting news about use of analytics. Oh, doesn’t i mean, i was actually surprised that it had even been added to the survey because i feel like it’s so often overlooked, really excited that, you know, for them putting the survey together, they included that as an option. And so many people said they really are using web analytics in there in their fund-raising on and that’s not because somehow in the analytics your, you know, getting donations from people but that’s where you’re going to see, you know which pages on the web site are people just dropping off? Which pages could we optimize better? You know which pages air people actually clicking on and staying on a long time? You know what content there is that where we have stories about our impact, you know, you could just learn so much about how people are using or ultimately not using the website. You can make a lot of informed decisions about which content to upstate you know, you probably don’t need to update your entire website, but using analytics you can figure out maybe there’s a couple web forms, maybe there’s a couple sign up pages that really you’re just losing so many people? What did you just focus on updating those and making it really easy and see a really huge difference? We got to go away for a couple minutes when we returned. Of course, i mean, i’m going to keep talking about treats in tech trends as we look at the twenty fourteen fund-raising technology trends study, stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked neo-sage levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guest directly. To sign up, visit the facebook page for tony martignetti dot com. I’m rob mitchell, ceo of atlas, of giving. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. More live listener love got multiple us locations, but they’re they’re massed for some reason, we don’t know, you know where you are, so i don’t know if you’re with the nsa or with some other three letter agency of the government, but multiple u s cities or their live listener love to you and new york city. Also checking in love to have new york, new york here going abroad. Bunche from china, beijing, chungking, chunjin and cheng tao also taipei, taiwan to all of you live listener love ni hao and korea is with us. We don’t know where in career, but we see korea anya haserot any sample ward? Your west coast, portland, oregon hello. Hello. Do you have anything? I don’t know what it means if we potentially have three letter government agencies listening to your show. What have you been doing? That’s. What? They’re that’s what? They’re listening to find out. I mean, i’m certainly not going to reveal it. They have to gonna have to do their own due diligence. They’re on their way round there. They’re on their own with their unlimited budgets and staff. Um, let’s. See? Okay, so let’s, continue. Wait. So we know that we love wave analytics, you were you were impressed that that was part of the survey, and we’ve talked about you know, we’ve covered a lot of this web analytics critical like you’re saying, you don’t know how you’re you don’t know how to improve if you don’t know how you’re doing and you don’t know how you’re doing if you don’t measure exactly, and i think that, um, maybe testing so, you know, having to pages that are essentially the same page, but something is slightly different, and testing that on your web site is is most fun but is also most valuable when you do that. Maybe testing on, for example, donation form pages or call to action pages where you’re saying here’s our story we want you to give, click on that donate button and being able to test in real time. Which button to use which photo to use which story to use on dh? There are a lot of free tools that we’ve even talked about on the show before to help you do that. A b test name you don’t have to be technical, but you congest use these tools. To help test those pages in real time and then say great, the one with the blue sticker is working let’s use that. So checking out tools like optimized li i mean, there’s just there’s a lot of different free three, maybe testing tools, but i think they can make a really big difference. And i mean it’s october thirty first. Probably every listener has already started or is about to launch their end of your fund-raising campaigns, so get ready to you don’t have to do it ahead of time. Do it well that while that campaign is live, test out which page is working and, you know, depending on how much traffic you have, you could spend a knauer you could spend a day and already see a difference between the two auctions and put that better page into use okay? And and related to these tools, um, i saw that eighty percent of the survey respondents recognized tex value for their fund-raising but on ly a third felt that they have all the tech tools that they need. Exactly. That was disappoint that part. The second part was disappointing. Yeah, and i think there was kind of ah, ah related finding to that people the data at least suggested for those organizations who said that their fund-raising was effective or was really effective, that they were also using twice as many software programs or technology tools as those who said that their software was ineffective. Oh, it’s. So i think that i think that the takeaway or the reminder, at least from my experience, isn’t that that means used every tool you can come across. I mean, you don’t want to be using so many tools, but now your time is spent trying to use these tools, i’m not fund-raising but i think it is a reminder that just having the database is probably not going toe give you everything you need, you know, or just relying on web analytics to figure out what works well, you’re not you’re never going to test every message in that way, you know? So recognizing that you’re going to need, you know, kind of ah can fall or so of different tools that are being used purposefully and strategically to help you craft that full campaign, the full message, etcetera, but that you can’t rely on a single tool and you also don’t want to go so far that you’re using so many you spin and you know, you’re just keeping all those spinning plates going let’s move from tools, tio two different channels there was there was a lot of about multi-channel which we’ve talked about, and we only have about only about two minutes left. Great, i think what didn’t surprise me at all was that the leading channel, with eighty three percent of respondents saying they used that channel, is in person events meeting? I mean, we all know fund-raising you’ve got to connect with people off line and what was really exciting is that the second, you know, eighty one percent right behind that was our website. I feel like so many organizations forget that the website is central to your work because they think, well, facebook is where the people are, twitter is where the people are, and we kind of forget about our website, but that is our central backbone of every ask every campaign you know, all of our information and regardless of age, bracket of age demographic majority of people say they visit a non-profits website before they decided they’re going to give so keeping that website as your your real face of the organization, i think it’s critical, we have just like, a minute left or so so i want everyone to know that the survey is called twenty fourteen fund-raising technology trends study and you’ll find it at find accounting software dot com and i mean, let me give you the last minute to ah, explain how and ten might help people with their non-profit technology issues excellent. Yeah, and the inten community now has over fifty thousand people all over the world who are trying to figure out the best ways to use technology, whether it’s in fund-raising it’s in advocacy, it’s in programs and direct service. So you are welcome to come be a part of the community. Ask your questions brag about this end of your campaign that you’ve got that’s going to be amazing, whatever it is, it first and foremost is a community of non-profit staff really trying to share and learn from each other, so i invite everybody to come share what you’re working on, learn from other people that are ramping up their fund-raising campaigns for the end of the year and just be a part of this community and tend really is excellent. I’m a member, but there is a lot of free resource is available for people who are not members, so you should visit and ten dot or ge and amy, we have to leave it there. Thank you very much. Thank you so much. Happy halloween! Thank you. Buying me you’ll find her on twitter at amy r s ward next week. Allison dorsey from linked in she works for lincoln, she’ll be in the studio and we’re talking about their volunteermatch it place, i’m going to try to pump her for some insider lincoln info. Also, i’ll have an interview from fund-raising day. If you missed any part of today’s show, find it on tony martignetti dot com generosity siri’s think of them fondly, please generosity, siri’s dot com. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer shows social media is by julia campbell of jake campbell social marketing on the remote producer of tony martignetti non-profit radio is john federico of the new rules this music it’s by scott stein of brooklyn you with me next week for non-profit radio big non-profit ideas for the other, ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything people don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones. Amador is the founder of idealised took two or three years for foundation staff sort of dane toe add an email. Address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge. Somehow they’ve gotten in touch kind of off line as it were on dno. Two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for October 24, 2014: Shift Happens & The Event Pipeline

Big Nonprofit Ideas for the Other 95%

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Angel Aloma: Shift Happens

With Angel Aloma at Fundraising Day 2014
With Angel Aloma at Fundraising Day 2014

Angel Aloma, executive director of Food For The Poor, shares valuable fundraising strategies for upgrading your donors. He’s got tips for marketing communications; true donor centrism; metrics; and employee evaluations. (Recorded at Fundraising Day 2014.)

 

 

 

 

Pat Clemency: The Event Pipeline

With Pat Clemency at Fundraising Day 2014
With Pat Clemency at Fundraising Day 2014

Get committed major donors from your events by making them transformational, not merely transactional. Pat Clemency has before-, during- and after-event ideas. She’s president and CEO of Make-A-Wish Metro New York and Western New York. Learn lessons from Rochester and Buffalo. (Also from Fundraising Day 2014.)

 

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Dahna hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host welcome opportunity collaboration. If you are joining me from that very special gathering in x top of mexico last week, i welcome you to the show, and i’m glad you’re with me. I’d suffer the effects of rhabdo mile isis if it came within my ken that you missed today’s show it’s a full day of fund-raising day shift happens on hell aloma, executive director of food for the poor, shares valuable fund-raising strategies for upgrading your donors he’s got tips for marketing communications, true donor-centric zm metrics and employee evaluations that was recorded at fund-raising day twenty fourteen and the event to pipeline get committed major donors our of your out of your events who i needed i needed interns, aiken, blame somebody for this copy get committed major donors out of your events by making them transformational, not merely transactional pat clemency has before, during and after event ideas. She’s, president and ceo of make a wish metro new york and western new york learn lessons from rochester and buffalo this also from fund-raising day twenty fourteen antony’s take two i have more to say about opportunity collaboration, this amazing five day conference on poverty alleviation where i was responsive by generosity. Siri’s hosting multi charity five k runs and walks it’s all fund-raising day today here’s my first interview from fund-raising day twenty fourteen welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand fourteen we’re at the marriott marquis hotel in times square, new york city. Beginning the day with unhealed aloma on hill. His seminar topic is shift shift happens how to ensure upgrading your donors is a smooth move on hell. Aloma is executive director of food for the poor on hell. Aloma welcome! Welcome to the show. Thank you. Glad to be here, it’s. My pleasure. I’m glad you’re with me on a very busy day. Thank you for taking time in the beginning. Um, we’re talking about the shift. The upgrade from, i guess. Modest donor toe major. Major donor. Right. Basically, we should be working all the time getting our middle donors to become upper middle and then afterwards, major donors? Some will not, but a lot of them will if they’re treated properly. Okay. And what? Is it that you see non-profits sometimes doing wrong? I guess not not treating properly, i guess generally, well, one of the major things is not being truly donor-centric i think it all non-profits when whenever we have a meeting, we say donorsearch king donorsearch king but it takes, you know, something really quite traumatic to make you internalize that issue. I went all the way to holland to be inspired by an american four years ago. Thoma hearn. And he really had he had pieces from all different charities, and he was reading them. And he said, look at this, everything is about the charity and they have done studies where eighty percent of donors who had left on the charities have claimed to be distanced by the charity. And so when i went back home, i thought to myself, very smugly we don’t do that. And then i started going over our pieces and i realized that everything was about food for the poor food for the poor builds houses food for the poor gets food, food for the poor digs wells. So i went on a rampage for three years with our writers and food for the poor had to become absent. It had to be the donor. And the word help had to be eliminated. Not thank you for helping us build homes is thank you for building homes. Thank you for feeding starving children. Thank you for e-giving clean water to children at risk of not. Thank you for helping us to do all those things. Exactly supporting us and doing all those things. Right. Okay. Well, that’s. Very interesting. So it starts now. You felt you had to go to holland to see tom. You know what? No one in the u s is doing this doing this well short. Thoma herne did at some point. But is he the only one in the world now, see, conference in holland is it’s a beautiful conference. Nine hundred sixty three people were there sixty three different countries represented. I see western in-kind fund-raising congress. Okay. Congress to congress. Not a not a conference to congress. What year was this? That you went. This is i have been every year for the last seven years. But this is four years ago that i went to knock to its every october and in holland. Okay, you, uh you came back and you started with your marketing communications way have our own creative in house, so i went to the creative director. I said, this is what we have to do, and i edit everything. I’m sort of the final editor before things leave the organization, so whenever i saw anything that was organization centric, i took it out, sent it back, and it took actually three years to get the writers to go from organizational centered to donor-centric, but but you’re the executive director. Why did it take three years? Because they were accustomed for twenty nine years before the in doing this, we’re a thirty two year old organization, okay, you’ve accounted for all the years. There you go, and you know what they say, you know, culture, its innovation for lunch. Oh, that’s, very good. I never heard that, but culture eats innovation for lunch. Yeah, that’s. Okay, it’s, very hard to change. What else? What else do we need to be thinking about? Well, anything else, let’s, say, within our marketing with our marketing messages to be truly donor-centric you also have to break down the silos? And frankly, when i went to food for the poor fourteen years ago, everybody had given up on it. It is such a tough fight. And then i was sitting at a conference in here in new york, actually, and i heard a speaker say something that if you don’t dream really big, you will never achieve the impossible, and i stopped listening to him. At that point on, i wrote eight pages of a new fund-raising vision, and i went back and i said, you know what? This is not happening by itself, so i became somewhat of a benign dictator, and i said, this is my vision for this. We’re going to stop having the silos. I know it’ll take some time. I want you to buy-in i want your feedback, but in the final analysis, this will happen. I said, if you’re not on my bus, you have to get off the bus, but i’m not gonna have any energy vampires started. Going around saying, oh, no, this to her, i don’t know, we can’t do this and, you know, it’s amazing. We have beautiful people who are fundraisers, and they’re so nice and so personable, but you take fifteen dollars of their credit and they go totally nuts. So why don’t we? Let’s ah, quaint listeners with what? What? What food for the poor does i’m well, our name has become a misnomer. Where a thirty two year old charity we work in our backyard, where in florida and will help seventeen countries in the caribbean and latin america. And we started out giving food teo missionaries in jamaica. And then we went to haiti. And then now we’re in seventeen countries and we do not only food. We do housing with duke water wells. We do medical. We do education and self sustainable projects. Now subsumed in in the story you just told is this kind of change has to come from leadership. Absolutely. It has to come from the top down because people of fundraisers sort of by nature have that sales mentality that it’s mine, it’s mine, the donor’s mind the sailors mind. And so you have to get rid of that. And actually, i have to say that it for the last year and a half that i started this, it has been working really beautifully because if you’re going to be donor-centric than the donor has to choose what he wants to give to and buy what channel he’ll give it on. If we restrict him from that, then we’re not being donor-centric let’s help the leadership that’s listening. What? This is a three year process it was give us some details about what you had to do, too, create the culture to create the culture change. Well, as i said, it has to be somewhat of a benign dictatorship, but you seem more like a benevolent dictator. Yeah, but probably i’m going about your benevolent, not just benign, okay, you’re right, i believe in servant leadership, but at the same time you have to set the pace. And so i i’ve had a lot of fundrasing meetings, i am in charge of the fund-raising out food for the poor, so i had meeting with the directors. The creative director also answers to me, so i was able to influence that also on the fact that i sent it back if they didn’t do it right, you know, it had to redo it. Eventually it started diminishing and diminishing until now and it’s funny, because at that time we used to send twenty three pieces of mail a year that most people gasp when they hear that on, we used to get a lot of complaints about too much mail, too much mail, then we are now sending twenty eight, and we get seventy percent less complaints because now the donor’s feeling good about himself when he reads it outstanding more slightly more communications a year, andi, seventy percent fewer complaints outstanding. All right, well, we need to dive in deeper. What do we do with the if we have? Maybe you didn’t get food for the poor, but the recalcitrant employees, whether whether fundraiser or or editor there, just not, or even boardmember they’re just not coming along to true donor-centric zm, our board is looking at the larger picture and they get all the financial stuff they get all the audited financial statements, we have an internal auditor that answers to them, but they really don’t interfere in the daily running of the organization. Okay, and as long as we’re doing well, they’re you know, they’re happy and they’re looking over, but they’re looking most with financials and they’re respecting that it’s your absolute your responsibility to culture fundrasing okay, so board was not a was not it was mostly in the lower level of fund-raising that we had the issue because we had tto also change our way of judging the fundraisers, because whereas before they were judged totally by bottom line, we have to find new ways like by the number of donors that they passed on to a higher level rather and by how much? Oh, look at them sex. So let’s, talk more about some of these quantitative measures that you use so that’s one measure is how many donors did you pass on? Right, which is antithetical to the to the culture that had been, which is very comment wolber race to them. Hold on. Excellent. What what other way started for our phone center? For example, we have an internal phone center with sixty one people in it. And we started incentivizing by the number of completed calls rather by how much money they made because there is a very definite connection between number of calls and income, so we stopped looking at income and incentivized them for for the number of calls completed completed colonies it calls exactly with meaning they had they had a conversation so forth, because then the phone center instead of a fundrasing department, they have three campaigns a year, but they’re also a service department. So basically now what they do is i ask every director who was a fundraiser and their monthly reports tohave a line for how much they’re they’re department raised, but also to have a second line showing the donors that they have in their department how much money they have raised for the organisation altogether and it’s amazing because those same donors gave two, three or four other channels now that they’re no longer restricted by the fundraiser as though they’ve brought in there their experience with food for the poor. Absolutely, and we’re doing better than the year before we’re actually above budget this year, andi haven’t been the best, you know, conditions, country wise, economy wise, but we still have done better every year you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy, fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Let’s talk about more quantitative measures and analytics for evaluating the employee performance in creating this culture change what else? Right whillans there? Well, we have a whole line of setup for direct mailing the phone center where way again we what we’re looking for is to move them up and our we have to treat all donors differently. Also, our radio donors that week that we acquire from radio different so we have started looking also at how best to treat them according how they want to be treated toe have more surveys toe have more of like in our news letters we have if you don’t like the way well, the language start nicely what i’m saying now, but if you don’t like the way you’re being treated right now, communications wise, please call this number. Please let us know police send an email to this so they can know that they’re in charge that they’re in control on dh when they give you feedback like that, you know that they love you because they didn’t love you. They would just say, forget it. I’m just gonna write about, you know, we always incredibly valuable he always flag. People who complain because they’re good enough to call us or that has no right. And there they now for our major donors, we have, for example, a whole different line of approach. And once they have reached that level, i they have access to me. They all can get in touch with me. They have access to special events they get. They belong to a special club so special, you know, they get a statue of christ, the beggar where christian organizations so we can go of jesus the beggar. And you know that i have every month i have to coffee breaks with the exec director where each major donor person invites maybe fifteen to twenty of their people to come on a conference call. And i thank them in a very special manner. I give them the updates of how the organization is doing to that point, which most other donors will get. Once a year, they get the annual report. These people are being told all the time. This is what your you know. Your donations are doing this right now and it’s. Amazing when they start speaking in those calls, how they affect the other. Donors on that called me that we end up in tears sometimes, you know, it’s it’s an amazing thing. It sounds like it could be very moving. It is called avery moving it is because i tell them stories of when i travel. You know, i just just two weeks ago, i was in guyana last thiss monday tuesday, wednesday was in haiti, you know, here and now in new york now totally the opposite situation, but, you know, they they love hearing things that they don’t get in their normal appeals. In the normal things i write letters to anyone who gives a gift to five thousand up on my letters are very donor-centric i mean, you know, there’s one letter that just goes on that they’re superheroes and i always start with a statement that kind of makes them feel special like you are super here is and then i talk about how, like, my two miles, you know, used to come and save the day and, you know, then i give them a story on him to save the day. I apologize for the people who have who have a near that recognises true music i’m sorry. I’m sorry. That’s ok does not considered a classic, and i still ruined it. But it’s it’s amazing that, you know, they hear stuff like this and and hear stories from the field that i just experienced. So i become somewhat emotional with them and then they get that and they really feel very special that they’re being called to this small gathering and they feel they’re part of the inner circle and they are because i listened to what they say. I mean, we went through what we call an emotional inquiry study a very expensive issue, but we are very large charity, ok, an emotional enquiries where they they’re they interviewed in depth for our sixty of our best donors in the organization. T let us know, really, what is the truth? And you know, when we asked her donors in a superficial conversation, why are you giving money to food for the poor? Because i want to help the poor. Well, in those studies, they found out that the number one reason is because donors want to feel like decent human beings in a world so full of negativity and evil. So then we know how to communicate because that also, although we started doing the donor-centric before that it’s, kind of like confirms that yes, this is the way they want to feel good about themselves. And if you don’t do that, they’re not going to give and you ended up calling them superheroes. Absolutely. I told him how they put on their cape of compassion and you know, they’re they’re sort of of generosity and you know, all this stuff. I built this whole story, and then what happens is that we get a second large gifts shortly after they get my letter and that’s and that’s, you know, gratitude. Thank you. Thank you thing that’s. Another huge thing where fund-raising is concerned and moving donors. We get more than five percent of our total income cash income for the year from thank you letters we never mentioned and asking the thank you letter. But we sent an envelope and we send a reply. Peace. Now that we were doing so well with thank you that we decided how about adding in rember totally used to send twenty three and now we’re seven. Twenty eight he added three thank you’s, not for a gift just simply thanking the donors with a reply peace in an envelope and guess what? The one in january, which is a tough month for us, after the donors are exhausted from giving in fall, we made over a million net because again the costumer thank us next to nothing is a piece of paper and an envelope, and you put in the reply peace in the end, the end on the envelope inside and that’s, you know, they were so we were thanking them for all they’re giving over the fall over the year, but a very genuine, very heartfelt thank you and men. They really responded to that in january when they would’ve been exhausted, as i said, and that was not a not a thank you for a specific it was not over everything that i don’t do. Three of those a year in the points where we find it the hardest to send an appeal like this summer. You know, people are also not a cz, you know, ready to give up, you know, there often vacations so forth and again, you know, last summer we did one and very successful you’re sending those just to recent donors napor labbate labbate the owners will not collapse no, we are people who have given in the last twelve months. Okay, so from from when you’re sending the mailing twelve months preview, but we’re working on one now for people saying, we want to thank you for your generosity for so many years. And you know what? We haven’t heard from you recently, you know, but we still are so appreciative because you helped us build a crucial time. You know, we’re working on one like that, too, for the more recently lapsed recent lapse. Okay, okay. Um, gosh, all right, we have we have a lot more time together so we can spend more time on some detail. This this became a part of the employee assessment. Sort of annual their annual review. Exactly. How did you donor-centric zm what way? Call it like. Well, it’s basically, ru willing teo teo, to sacrifice your own personal beliefs for the good of the organization, for the good of the unit of the poor. And we’re helping. And it’s it’s part our evaluations, sir, they have a part that are very the part that are very, you know, like specific. But then you are able also to write whatever you like and that’s the part where i usually commended the ones who have and i tried toe be gentle, but firm we’re the ones that we don’t because what happens is basically when on employee refuses to get on the bus. You know, i read a book about the energy bus on energy vampires, and they become energy vampires as as a servant leader, i really tried toe water to fertilize, to give them every opportunity to give them training so they can see the way that we want to head. But if all of that doesn’t work, then you’re actually doing them a favor by having them go to a place where they can be happy. Yeah, the so i guess it’s sort of ah, friction that you had to overcome it was there was a fair amount of resistance, particularly because there were some fundrasing departments that were a mixture of fund-raising and service like the web, for example, where they do service for other departments, but they also do fund-raising and then we used to, for example, have to landing pages for every appeal because the web oftentimes didn’t appeal based on a direct mail appeal, but one landing page for the earl went to direct mail, but the landing page for the general webb went to webb and i said, no, this is sort of direct mail appeal when that most of us who are who are computer savvy, we don’t go to the earl, we just put food for the poor and look for what you want, you know? So and that was, you know, a big part of income. I said, you will be recognized for that don’t worry, you’re not going to be judged if it drops and guess what web did that last year and so did direct mail, you know, so really what it does is it really makes the donor feel better. And when that happens, they give more the i’m really interested in the inn overcoming these these objections let’s, let’s get a sense of still a process, you know is three years old, the copywriters air all great now, but the issue of whose credit and so forth it’s you know, we still up to yesterday we had a director’s meeting and the issue came up like we have an angels of the poor program, which is the monthly giving program, but the web has a separate giving program because they’re they’re average monthly gift us forty one dollars and eighty cents, whereas the monthly gift for the angels of the poor program is twenty one dollars. So you know the director who runs the angels of the poor says, but, hey, i want to, you know, i want teo, you know, get the web, teo, you know, push more the angels of the poor. And we have to say, look what is good for the poor forty one, eighteen or twenty one, you know, if the web is doing better and they’re doing than leave them with it, you know, it’s it’s, okay, you know, if you lose a little branding for this, how many people are in the direct fund-raising hominy direct fundraisers do you have we have a little over three hundred employees at our building in coconut creek? We have eighty five priests and pastors who go to church is every weekend to raise money for the poor on behalf of the poor, and we have a food for the poor. And so basically i would say that of the three hundred at work, about two hundred are involved. Maybe more than two hundred involved in fund-raising. Okay. And you said you’re in charge of fund-raising of all the directors who fund-raising yeah, we have different. We have thirteen fund-raising departments and all the directors answer to me. Okay, so it is the project’s apartment to the creative department, the pr department. I’m also a spokesperson for the organization. What? What other strategies? And we still have some time left together. What other strategies haven’t we talked about for creating? This is culture shift. Well, i think you always when when you have an organization that is asking people for something you always have to give back something in our case is prayer. Every single. And we spend a lot of money on this. For example, with our own staff, we pay for half an hour the beginning of each day, and the staff can choose either to start work at that point or to go to our prayer room for half an hour. Of course, it will be different for every organization and on religious and unchristian organization of this would not work. But for us, our donors are inclined to really like this with every appeal we send with every thank you nona, thank you’s with every appeal on dh with every newsletter, they have a chance to write a prayer request. Now most people might think, ok, we throw those in the garbage or we put them in a big basket and pray over them. We actually call every donor that we have a phone number for and pray with them on the phone. Then we pray for them in the prayer room, so they really feel great about you should see some of our testimonial letters. You know, it was about to commit suicide in the person called me, and i prayed with them way have iphone that because we don’t want to be left behind, we have an iphone app, you press it for prepare food for the poor, and within five minutes a live person calls to pray with you. So every organization has to think what i e-giving our donors over and above the great feeling, because it does, it changes the hearts of our people who give to you. I mean, i feel we have three. Missions our poor, our staff and our dahna owners because we have changed so many lives toe act with generosity. I mean, when people become generals, they’re happier people. I mean, we have businessman tell us now i goto work knowing what is it i’m working for, you know? So we we have that situation, you know? But you have to give them something besides that good feeling, you know, we know the brain produces all sort of chemicals when they give, but i have to give them something else over and above, so every organization should think, what is it that we’re giving our donors that’s making their lives better in our case? It’s prayer in an environmental, you know, who knows the photographs of things that they have finished, you know, whatever calendar you know it yet, but we have to give back something and i’m not talking about, you know, premiums, you know, you don’t have to spend a lot of money talking about, you know, it’s not going to be thoughtful, it could be a thank you call for the entire staff, like, for example, i know that i’m that operation smile does that once or twice a year, their entire staff, the place shuts down for the day and their entire staff calls donors. So we’re actually considering doing that in writing tohave hand written notes, we have five million dollars in our file eight hundred thousand, which are active so we can’t do it for all donors but taken the top level of our file and having all our staff and you hadn’t held great, it’d be for someone to open the letter and have it from the person who cleans the cafeteria and, you know, here is that, right? Yeah, i’m a huge advocate of the hand written note because they’re so infrequent, and especially for older donors, right? They grew up with that and it’s now so uncommon, they’re lucky to get an email or a text, but the hand written note very, very, very powerful and yeah, coming from staff that say, here’s, how your gift helped me do my work or, you know, you’re trying to make it not just helped me here’s how here’s, how you’re doing the work for the organization, i guess through me, whether whether i’m cleaning the cleaning, the floors or absolutely or i’m cfo. And that’s my ministry with the staff to let every single one feel that they’re feeding the poor. Also it’s not just the fundraisers and it’s, not just the ones who handled the big donors. We still have a couple minutes left. I’m going teasing these ideas out of your what? What happened? We talked about yet your session is coming up, you must have a well or in your head. I think we have to put an emphasis if we want to really have donors move up the ladder on monthly donations like that’s. One of the ways we incentivize our phone callers on our direct mail and everybody we see how many monthly they can get. You know how many people that can convert from from a single gift givers to monthly and that’s when i see a single gift givers, i don’t mean to give one single gift for the year, but they give in single times like maybe three times a year, four times a year, and we’ve been having a great success. Whether the monthly donors has tremendous advantage. According to industry averages, they last more than twice the length of a donor that does. Not they renew very easily and they actually upgrade very easily, because when you have a person giving ten dollars, a month that’s one hundred twenty year, they don’t psychologically, they don’t think of it as one hundred twenty, they think of it as ten dollars, so when you call them us, they were having a famine right now in guatemala, they had floods and, you know, we have problems that coffee workers are laid off. Um, would you mind going up to twelve dollars, psychologically again? They’re thinking of two dollars, and i think you have twenty four, so they’re very you know, we have had great success upgrading monthly, so our website is designed to get monthly, gives our default in many of the pages is for monthly, and it created a little a little gang to the young. I mean, i have to admit a lot of people felt that was just deceiving because they didn’t read it properly and things like that. So we know we have in bold letters, does this have a gift that will be taken out every month and so forth? But you know what our monthly gives on the web increased? By three percent monthly with that default because the majority, you know, i really want to do it, you know, and it’s an idea they didn’t tend to have and they wouldn’t normally choose. But once they saw it there, it’s amazing. When people are given the power to change, they have the single gift option underneath. They really usually don’t you know when the same with the mail when we tell them if you don’t like the way you’re being treated by mail, they feel so good about having the power that they leave it, you know, they don’t on hel and subsumed in all this is that it’s so much cheaper to treat a donor properly and upgrade them absent? It is to acquire a new one. You absolutely don’t have time to go in, but that’s axiomatic so much so much better than than acquiring new donors. That’s correct on hell. Aloma is executive director of food for the poor. Based where in florida. Coconut and coconut curry the cat butterfly capital of the world. Thank you very much. It is a pleasure, tony. Thank you. My pleasure. Thank you, aunt ella loma. And thank you. This is tony martignetti non-profit radio coverage of fund-raising day two thousand fourteen my thanks to the folks at fund-raising day and we’ll have another one coming up very shortly. Generosity siri’s they host five k runs and walks multi charity five k runs and walks it’s hard to generate enough runners to host your own event. And then, of course, you have to deal with all the back end stuff like permits and sound system and start and finish line and medals and port a potties generosity siri’s creates communities of non-profits that come together to create big and sustainable five k runs and walks, and they take care of all the back end stuff you can talk to dave lynn he’s, the ceo, about joining one of their five k events coming up in new jersey, miami, new york city and philadelphia. Please tell my voice just cracked like i’m fourteen, please tell dave that you’re from non-profit radio he’s at generosity siri’s dot com or of course, you know, i like to pick up the phone and talk to people. Seven one eight, five o six, nine, triple seven last week i was at opportunity collaboration where three hundred fifty vibrant smart people came from around the world to share their strategies for poverty alleviation. There were people working with refugees doing education, water and sanitation relief for victims of survivors of domestic abuse and other forms of abuse. Um, empowering entrepreneurship in developing communities and countries. There were funders. There it was, it was just ah, it was remarkable week. There were also media there i was a bonem media fellow, which i’m very grateful two marlys and ron bonem for it was really an unconference no plan. Aries all the discussions, all the programs were discussions. You seated in a circle and they were just they were moderated and there was lots and lots of time for something i think is very special to opportunity collaboration, the one on one meetings, plenty of time to schedule those and that’s where real sharing of ideas got done. I had some excellent, excellent meetings around the show, its value. And i got some very good ideas for, i think, expanding the show and perhaps making it little more ah more global really very much got me thinking and a lot of people thinking for the for the whole. Week we’re in this beautiful setting in mexico. You could relax and and share in a riel no stress environment. If you do work around poverty alleviation, you may want to check out opportunity, collaboration, there’s, a video and a link to it at tony martignetti dot com and that is tony’s take two for friday, twenty fourth of october forty second show of the year here’s another recording from fund-raising day twenty fourteen this is pat clemency talking about your event pipeline and getting major donors from your events. Welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand fourteen way are in times square, new york city at the marriott marquis hotel. With me now is pat clemency. Her seminar topic is the event pipeline turning event guests into major donors. Pat is president and ceo of make a wish metro, new york and western new york that clemency welcome to the show. Thanks, tony. Pleasure to have you you have ah, pretty desperate territory, new york city and western new york it’s an interesting territory, but i think it really is empowering in the sense you get a chance to say all sorts of markets. In which you can raise money and it’s really the opportunity to understand how donors react in their markets and and you know what the universe was, they won’t want to make a difference. And how far west does western new york go in your for that we cover the major cities of buffalo and rochester? Seventeen counties it’s just go over to buffalo. It does. Okay, so we don’t have the middle of the state, but we have a new york city in nassau county and then seventeen states counties upstate. What do you see that non-profits are not quite getting right around events and transitioning donors from events. Well, i think, you know, we all start with special events, i mean, there’s, no question about it, i think it is the recognition that there is a discipline that can make those events were quarter and smarter and are part of a major gifts strategy if we see it as an event that we efficiently come into and go out of without seeing its capacity to build a pipeline of donors for other kinds of fund-raising particularly major gifts, i don’t think we make it a lot, it can. Be so today we really talked had a great dialogue around the issue about some of the things that we can do to make a special event three distinct parts. It matters deeply what we do before going into the event talk a lot about planet absolute, but planning in a different way, that really makes us understand who is coming, who are the prospects, but the day of the event, how do we really connected the donor’s? Not just with the event but with the mission really can make a specific difference and how we then engaged him in the journey, not what the event, but with the organization over time, he’s really the third ingredient in it, and so it really is very helpful to think about it as more than simply the event itself. I’m gonna ask you to talk even closer to the mike because we have now we have the background noise because lunch is lunch is over, so stay nice and close. We don’t pick up too much outside background noise. Well, let’s start with the natural place of planning what? What should be redoing as we’re planning the event? Be planning for transitioning. Attendees to teo to our donor, right? I think we’re all too often we start with logistic rather than the strategy. What are we trying to do and who are we trying to attract? And we also need to cast a wider net if you think of the donor pyramid. I mean, we’re looking at our past event guests and hoping people who will be new to the event will also come, but we’re not looking for the clues that people give us on dso we found there was great opportunity looking at direct male donors, we give one hundred dollars more, and when we did some wealth screening, we found out they gave us one hundred dollars, not because that was their capacity. We had a box and they checked it and they gave us one hundred dollars, but we understood it. When we looked at it, they had so much more capacity, but we never got around to asking them. So looking a little bit more broadly and thinking about the strategy of engagement, we basically said, if you look at an event just as a single time, we’re going to invite them again next year. But if we look at the event and over late, a lot of the major gift strategies we have, the ability to change the whole dynamic. Your loyalty will be that the event it could be that the institution and would be a longer term engagement, we get that right in the planning stage. That’s what we want, right? We don’t want this coming up year after year, and does this include people who come? They may only come one time because there connected with the honoree or just a friend of the organization brought them. Wait, convert those kinds of people. Well, you know, it’s very interesting. We learn a lot from our buffalo, not just offices, because they have a very different evergreen strategy. Honorees are looked at differently than we look at them in new york city, and they are on it for body of work. So as a result, most of their strategy is thinking about how do you get the same donors to renew at higher levels each and every year. So now we’re beginning to implement that, saying, regardless of the honoree, how do we get more of our sponsors to renew and then for those one time donors who come because of a gala honoree, we need to do some more screening and think about who else in our boards within the make-a-wish family knows them so that the relationship can transition to the organization, not simply around the honoree. What else can we learn from rochester and buffalo? Well, you know what i think it is? The universal is people want to make a difference, and we just have to make sure that we’re not leading with what we need. But we understand that the first conversation is the donor’s needs, and the donor wants to be able to make a difference how our job is to take them on the journey by showing them how treating them like an investor. And that is a really key difference. Very often we ask for what we need, and we never think from the donor perspective. What about the organization will really resonate with them for the long haul. Do you really feel that, uh, upstate or western new york is better than downstate new york at this? No. No, i mean, they they’re scale is very different than ours. I mean, it’s a smaller scale. But we i think the best thing about fund-raising is if we are open to understand the best practices exist everywhere they learnt from us, we learn from them and i think it’s one, but i think the interesting thing is in every market, if you begin to institute this practice of looking at a bent donors not just as dahna sporting event on an annual basis, but really, truly look at it as a pipeline, we have seen donors go from seventeen hundred dollars to ten million dollars or from our five thousand dollars to five hundred thousand dollars. It isn’t a journey overnight, but the fact of the matter is some of our very gorgeous major gift owners. Their entry point was at an event it was how we dealt with that that made all the difference as to whether or not that became a continued transaction. We sell a ticket, you come to our event or if it really became a transformational relationship with the mission of the organization, are there other specific things that we should be doing in our planning? Aside from the concept of the lifetime donor, the longer term relationship are there things? Specific to a note to the invitation who invites them how they’re invited before the event. What else should we be doing specifically? Well, we began talking about if we were to really make this part of our major gifts strategy, what are the shifts that we need to make? And when you think about it, our invitation is to an event we needed t even change the messaging we’re not just inviting you to invent. We’re inviting you to share and join in this extraordinary mission and that’s very subtle, but it’s a very big difference, and so we even change the fact that when you come to a gala is a perfect example. Think about how we spend the first hour at cocktails just kind of wandering around. Instead, registration is outside, so the minute you enter the doors, you are coming in and part of a community of like minded people who believe that this is some of the most important work we could do for kids, and you are meeting wish families and volunteers and boardmember course, searching you out as the guest that evening and that first hour becomes a really important message about we. Welcome your involvement in this remarkable work. How do we convey that message in our cocktail hour? Well, it’s really about storytelling and changing who tells the story? So if you think about it very often at a gala, whether it is during the cocktail hour it’s during the main speeches of the night, we’re putting up the ceo, they’re putting up the board chair. We’re talking about the past. We’re actually talking about statistics and how much money we raised in our case, somebody wishes granted when we changed the dynamic of who the storyteller wrists really should be the people who experienced the mission first hand and as we tell the story through their eyes, it says to a donor here’s exactly what your donation would do here’s exactly how it makes a difference in that moment for a lifetime that’s a very different relationship from the beginning of the point where that donor enters the gala. If we’re going to focus on storytelling at our events and it might be a very big one memory big gala or it might just be a smaller could be anything smaller, gathering, maybe even a meeting. Absolutely we need thio. Sounds like have a very consistent message that the leadership is conveying that trickles down to all the employees and then also the board is conveying right when we need to have consistency and messaging. Well, you have to be have consistency in a couple of things. I think you have to have consistency and messaging for sure, but you also have to build a culture where the board and the staff are engaged in thinking about who’s there, you know, there’s, not a throwaway seated any event, and when you think that it matters most, there is a greater level of engagement on the part of the board and the staff and pretty work that gets done who’s at those tables, who should we know how we welcome them? What would be important to them? And it allows boards to be successful. You know, something tells me you’re from boardmember i’ve given you every contact i have there’s, nobody else i can approach will dis empowers boards to reach out to other people that the organization knows and be champions that night for the cost, so they’re assigned we’re assigning people, too, to meet specific people during the evening. During the event absolutely and beyond that you’re the eyes and ears. Every single person has a role kind of just surveying the room and learning what what they’re hearing that night and reporting it back. So justus, we schedule an event on a day before that event takes place. We also have the debrief date by which boardmember sze volunteer staff get together. What did you hear? What did we learn? In very often? One piece of information about somebody was in the room is magnified then by another repeat piece of information and out of that then becomes thought okay with the event is over, but it’s on ly really beginning in terms of engaging that dahna long term now on the way for the organization and so part of the debrief is what’s next. What are some of the opportunities? And you’re right, we have to be on the same page. If someone were to say to us post event, i’d love to be involved how we ought to be able to convey what the options are many and there’s not going to be one that works for everybody, but everybody needs to know here’s some of the ways that you could be involved on an ongoing basis so we’ve transitioned from beginning in the planning stage two day of now, we’re at our event. What else? A little bit there. Sorry, that was a little loud. What else should we be thinking about? You are executing the day off too. Create this transition. Well, i think the other thing that you could do very, very well is start with the strategy what’s the message that you’re trying to convey that should be the threat of connection to everything that’s being done that night and for us was really talking about the ripple effect of wishes. And the ripple effect of wishes is a moment in time. Yes, but it also has a lifelong impact. So one of our speakers was a thirty five year old executive with a wall street firm. He was a wish child seventeen years ago, and so the impact for him wass it had a ripple effect through his life. The life of his brother, who they really had a hard time when he was diagnosed with cancer. As the family would tell you, everybody’s diagnosed cancer, you know said everybody has cancer feels like, and so the threat of connection of his wish was in that mama with his brother, but it was also over his life, he became a wish training volunteer, helping others but imagine his role now explaining to people in his way that this investment that you will make tonight in support of this event hasn’t hasn’t impact come on the future generation of kids just like buy-in that’s a that’s an amazing way to tell the story, so the first part is what we’re trying to do. We’re trying to show the ripple effect over time across families in communities, and so all of those voices were part of the program that once that strategy is that you can always worry about the logistics next, but you’ve got to get that piece of it and too often in event planning for the night of we think about the logistics, but we haven’t really thought about the strategy and that that’s, what we lead with and that story telling is is just a one part of it. Next is if you’ve told the story, then you’ve gotta provide a tangible way for people to make a difference. And so we don’t. We do a lot of fund-raising at night, but its not around an auction for things. We had one great item this year, and the rest is all about an auction to allow people to sponsor wishes and that’s the meaning of it. You go from the programme, which told the story from the perspective of families who have experienced it and then give people the opportunity to share in joining the mission by sponsoring future wish. It was incredible to watch the little store ones, and some don’t respond to the wish. A season for wishes, any or twenty five thousand dollars donation in the room, an individual wish right down to a thousand dollars and watching the room right up. Every time somebody was part of the community that was making a difference was really an extraordinary thing. It allowed people to know that this was a really special thing, that in this time and place, we’re all making a difference. 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I’m going to ask a little just sort of a digression just about the logistics of that that auction for wishes did you have people predetermined that would that would be bidding on on any of the any of those auctions and those wish auctions way we thought about wass how could we make it? And i don’t mean to suggest the whole thing’s rigged? No, no, you have one or two people who you knew would get the ball rolling. They were all legitimate that we wouldn’t do that, but but there’s a couple of things that we were able to do before tony. So three board members came forward and said for new donors who never made a donation before to make a wish, the ability to come and make a difference for a child that’s a pretty important thing, but how much more would they feel? The impact of that initial donation if we came up with a challenge match, so three of our board members got together and one hundred and seventy five thousand dollars was put up in advance. They pledge this, and they would match donations of two hundred seventy five thousand that was a huge thing. We also knew from a couple of donors at the wish auction for somebody who couldn’t be at the gala, they were out of town was still a way to participate, so for people who weren’t there and want to participate that’s part of our culture now you always have this opportunity give even if you can’t be there. So we knew a handful of dahna they do it’s what you do for the ones who couldn’t be there, so they have already pledged it, and they made that commitment right before and so we let people know that we were able to do that. Those two things are done in advance. We know that if if people know that thie donation they make is going to be doubled, there’s a likelihood that they’re going to give a little bit more on dh, then the other one to find a way to let donors who just cannot be there that night. How else could we participate when it’s about wishes anybody can participate? And i think that helped a cz well, so that’s kind of the two things we know going into the night way announced to the audience and then the third part of our trilogy stories after the event, what do we need to be now? Follow-up should be planned during planning, right way. We should be thinking about what our follow-up is gonna be while we’re doing the advance planning it is, but we’re hearing a lot that night, and you’re understanding what the individual journey might be for donorsearch we can talk about on overall strategy were also listening to the donors needs as well, and that we hear that that night so that’s that’s an important thing. But, you know, i think there’s a couple of great examples, our ten million dollars donors started out as a seventeen hundred dollars, went on. He bought tickets to a mets game where they were doing a benefit for make a wish and to see the journey after some of the events it was where he got to the transitional stage was when he was able to make a difference for the individual wish kids so began to grant wishes and then began to think, well, if i could grant a wish, i wonder if i could do more then he began to grant a wish a month for five years. Sixty kids when you think about that and that his attitude wass but i could inspire others by this, and i have to lead by example. So in his office building, he took down some of his paintings and put up something that we have designed which was simply a tree, acknowledging those wishes that have been granted so simple. First name of a child and a wish. When you came up into his lobby, you immediately saw that this was somebody who was champion the cause. So he then, as he got closer after after having been an event donor now he’s making a difference for children. And so when it became time to start thinking about the next generation wish total, you know, in two thousand thirteen we were thirty years old, and we had grand on ten thousand wish. And we had a big bowl dream for the future. We wonder, grant the next ten thousand wishes because we understood now importance and impact want to grant those ten thousand wishes in a decade? Well, how do you sell somebody on a big, bold dream? Will you go to your best? Investors in the cause. And he said, well, like to give you a down payment on the future. And that became the largest individual gift in the history of make-a-wish worldwide from an individual. And think about that for the for the future of this organization. You know, here was somebody who went from seventeen hundred dollars. Two. Ten million. But it was never about ten million dollars for him was about the ability to change ten thousand lives. And so you think we moved from transaction. You know, i give you tickets to this event because you gave me a donation moved to the transitional stage where we could say thank you for making a difference for that child to the transformational stage would thank you for making a difference for the future of the mission that’s where the journey goes. If we take our special event and understand that each of those stages the preplanning the night of and what happens after are all distinct but equally important segments that can help. That dahna journey. Okay, we still have a couple of minutes left. Anything you want, teo. Hopefully you do have something. You want to share that. We haven’t said yes, well, i think, you know, one of the things that i was really struck by wei had our gala on june twelfth this year, and there was a couple who had come forward and they were security. They secured the honore and they were great in helping support the fund-raising around him and as they thought about sending a letter out two people to solicit funds from business colleagues and family and friends, i learn a lot when you see the letters say, right? And this one just simply said we got involved with make a wish because we learned about Micah 6 year old who want to be a ballerina, we stayed involved because over the years, we’ve seen hundreds and thousands of kids whose lives have been forever changed, and what i realized was here was a couple who came to an event was a cultivation event just learn about make-a-wish and they heard that story and that stayed with them, and now we have an event for which they were such an incredible catalyst as a couple raised one point, six million dollars the fund-raising they did was extraordinary, they’ve been doubt a wish in perpetuity, and yet they never lost sight of the fact that it was at an event that was learning about that one child that touch them and made them want to do more. I don’t think i really understood the power of their motivation until that moment, but what i did, i know that’s the discipline that we need to put in place that’s the story telling you a story telling all the way in which we don’t look at this as a transaction it’s so much more an event can be so much more and could be such a powerful part about how we welcome donors into the extraordinary missions that we all support. Don’t leave it there, ok, tony, thank you. My pleasure, pat clemency. She is president and ceo of make a wish metro, new york and western new york and thank you for bringing lessons from rochester and buffalo. Thank you, my pleasure or listening to tony martignetti non-profit radio coverage of fund-raising day two thousand fourteen. Thank you so much for being with us. Thanks again to everybody at fund-raising day and the new york city chapter of the association of fund-raising professionals. A f p next week, the halloween show. Regular contributors. Jean takagi on law and amy sample ward on social media, who have tips, tricks and treats. If you missed any part of today’s show, find it on tony martignetti dot com. Remember generosity siri’s, they sponsored non-profit radio generosity, siri’s, dot com. Our creative producer is claire meyerhoff. Sam lever, which is on the board, as the line producer shows. Social media, is by julia campbell of jake campbell. Social marketing and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Our music is by scott stein. You with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you gotta make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealised took two or three years for foundation staff to sort of dane toe add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were and and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for October 17, 2014: UX Secrets Revealed & Better Tech RFPs

Big Nonprofit Ideas for the Other 95%

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Jared Schwartz: UX Secrets Revealed

With Jared Schwartz at NTC
With Jared Schwartz at NTC

User Experience (UX) is all the stuff visitors see on your site and how they navigate through it. What are the secrets to strategy and design so people enjoy engaging with your site and find the content they want? Jared Schwartz is senior consultant at Beaconfire Consulting. (Recorded at the Nonprofit Technology Conference (NTC) 2014.)

 

 

 

Peter Campbell: Better Tech RFPs

Peter CampbellPeter Campbell has strategies to make your software and service requests for proposals smarter, so you build better relationships with vendors and get what you need at the right price. Peter is chief information officer of Legal Services Corporation. (Also recorded at NTC.)

 

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host and i’m glad you’re with me. I’d bear the pain of relapsing polly con dryness if i learned that you had missed today’s show you ex secrets revealed you ex user experience is all the stuff that visitors see on your site and how they navigate through it. What are the secrets to strategy and design so people enjoy engaging with your sight and find the content they want. Jared schwartz is senior consultant at beaconfire consulting and better r f p’s. Peter campbell has strategies to make your software and service requests for proposals or, if he’s smarter, so you build better relationships with vendors and get what you need at the right price. Peter’s, chief information officer for legal services corporation both of those interviews are from auntie si non-profit technology conference on tony’s take two something to tuck away for twenty fifteen, responsive by generosity, siri’s hosting multi charity five k runs and walks here’s. The first ntcdinosaur view with jared schwartz on user experience. Welcome to tony martignetti non-profit radio coverage of ntc fourteen. The non-profit technology conference we’re outside, we’re in washington, d c at the marriott wardman park hotel. And with me is jared schwartz he’s, senior consultant at beaconfire consulting, and his workshop topic with the other some other panelists is top five u x rated secrets revealed. Jerry swartz welcome to the show. Thanks that’s. A pleasure to be here. Thanks for having me. My pleasure. Thank you for taking time on a busy conference day. You ex let’s make sure everybody starts at the at the same level. What is you, x or user experience? What? Music’s? So you exes user experience. So that’s all i’m sorry, i already i already revealed you gave the cat. Yeah. That’s, that’s that’s number one of five. You’ve gotta come with four more secrets. Yes. Oh, you exit is the user experience. And a lot of what that is is a lot of the front and pieces of these web applications. It’s the when the user interacts with the computer. Whether it’s with the website, whether they’re the product of an application, it is the experience that they’re having that is guiding them to achieve a certain goal. Um, and so the goals of you, except to make sure that that is optimized for the user so that they can achieve their goals as quickly and efficiently as possible. And then so there is a lot of what falls under the u ex umbrella, such as user testing, focus groups that there’s a lot of like pieces of u ex butler. The heart of it is making sure that when you want someone to do a thing, they get that done as official as they can. So first thing we need to know is, what do we want people to do? And that could change by a week to week, right? Month to month? Yeah, i mean, so a lot of what you ex starts with this sort of one of the goals and the goals for your application for you is the organization of the company. But then also the users goals were they coming here to accomplish, and that also ties into audiences. So a big part of user experience is who are your users? And so we’re talking about demographic data, but also, you know, a lot about what are they trying to accomplish? What other internet habits? So ah lot of our session, one of the other panelists is talking a lot about users and audience and having empathy for who they are and what they want to do. I’m trying to put yourself sort of in their shoes, they are coming here to do a certain thing. It may not be exactly what you want them to accomplish, but you need to think about what they would do and lead them down, that pathway, what they want to do, but it also has to be coordinated with what you want them to do. Absolutely if you’re in the midst of ah campaign for for gathering emails or a campaign for fund-raising or, you know, whatever, yes, i’m so ah lot of what we do it beaconfire and some of our initial work with our clients is to sort of figure out these audiences and then their goals and your goals and how that thai house that matches up to each other, it doesn’t always jive oneto one sometimes it’s close, sometimes related, but you know, if the goal is is email conversion, you don’t just want it’s not just simple, to put an email sign a page. On your on your home page because they may not be there yet, and they’re not coming to your website yet to give you an e mail address. They’re coming for another reason you wantto figure out what they’re trying to accomplish. I think of what is the pathway that would lead them down the road to okay, they’ve gotten what they’ve wanted the next step would be now how do we lead them to where we want them to go? And so it’s zoho trying a lot of what we always start with his understand your audience, and they’re prioritized them and then understand try to match up your goals with their goals and that’s that’s a really key to making sure that you’re gonna have successful application if you just put your goals first there, you’re not going to get there don’t care. Yeah, so start with them and then try to lead them to where you want them to go. And i think the email conversion is a very good example. Putting on a light box on your home page may not be appropriate because your point people haven’t come for that purpose on lex out of the light box, maybe they’ll stay for what they wanted to achieve, or maybe they won’t. But either way, at least one of you is unsatisfied and that’s you because you bombarded them with the email purpose before they were ready. Essentially, absolutely. And i think you have anything you haven’t sold them. Why also you’ve got to make the case for someone to give it their email address. It means you’re going to be invading their personal space potentially several times a day. You need to make the case for why they want that space invaded. And so, you know, a lot of work just by putting a female sign a box and say join our list great isn’t really going to actually convince somebody that i should do that. I should get more email from you, so it’s make the case with content that you have made the case that the organization who you are, that they see themselves and your community, your community is them, and then when they feel that connection there, then say, join our email list to get daily updates during our email list to get job postings that that is a much telling. Them what they’re going to get that is the benefit to them is much better than just opening up with join our list because that’s just that’s just serving your own purposes and not theirs and our audience is small and midsize non-profit so ninety percent of cases we’re going to talk about the organization’s website you had mentioned aps ahs a possibility, but we’re probably talking about their their their website and that’s most of our clients as well, you know, it’s, a u x there’s a it breeds into, you know, the applications you carry around with you, i mean that the cars you drive, i mean there’s there’s user experience toe actual physical products that chairs you sit in this user experience by but really the most most of our clients are also medium to large non-profits and so they’re mostly it’s mostly, you know, web sites as well some web specific applications, so not just like organizational website by the website that does a thing and then occasionally in tow, like abs or things like that. Okay, now you’re part of the panel was the psychology of users correct and what’s going on literally what’s going on physically in their brains as their coursing through your site. Yes. So, i mean that this is sort of, you know, i do a lot of us work, and then my hobby miree of interest is a lot of this pop psychology and okay, you know what is making the web sites are the most successful. So successful. Why are people going there? You know, tens twenties, hundreds of times a day? What are they tapping into the underlying human psychology? You know what? What is firing off the dopamine? And you’re their brain that says, i need to go here. I’m getting a pleasure, but results. I’m gonna go there again and again and again and again. How do you hook them? How do you keep them coming back? What are the triggers that are being fired off on them now? Some of my my pat, my peace talks about there’s. An external internal triggers there’s. Probably a lot at this conference about external triggers. So that’s getting an email, that’s getting a text message, something saying go to my website internal trigger is instinctively on their own. They make a decision to do that. So an example. Would be facebook photo sharing when you take when you see, you know this amazing celebrity walking down the street, you take a picture of it. No one said facebook doesn’t say to you, go share that photo here. They don’t remind you you instinctively know to do that. The goal is to form a habit isto have the minimal amount of neurological activity required to get there and so it’s to try to find, you know organisms are not going to be facebook, but what is what is the thing that when someone wants to do something or find something they instinctively know to go to you and so try to identify what those internal triggers are because that’s mean that that’s what drives massive amounts of traffic? And how did you get get interesting that you said that you said it’s a hobby? I get into the psychology of it. So i mean, i’ve been doing, you know, sort of web application development for the older than i look from the beginning, the beginning of the internet and he looks about for listening. She looks about thirty a lot to be forty and northern. Thirty. Okay, so and i’ve been doing this for about twenty years, and i just, you know, it always sort of fascinated me, you know? Why does someone do what they do? Why are these things so successful? There’s millions and millions of web site, you know, i think i heard that the top thirty websites account falik ninety some ninety five percent of traffic and it’s insane, the food that that dominate the space. And so what are they doing differently? And you could start to see the patterns of the understanding of their words and it’s, not reward wasn’t giving you a t shirt or a sticker it’s the rewards of, like, stroking your ego, making you recognize the community. This, like, the sense of the hunt is when i talk about so, like reddit and countries that you want to keep looking for, what may be that you know, that next great things going to be on the next page, i can’t leave, i got five more things, and so they’re all tapping into this, like, you know, that this hundreds and fifty tens of thousands of years of human psychology and leveraging that, you know, make their website successful interesting. Okay, so you you mentioned dopamine, there are there are physical changes happening in our brain as we’re going through. Ah, website? Yeah, and then this actually was just that south by southwest. And i saw a really fascinating panel on don’t know the name i can’t without my head. Unfortunately, it was fantastic. I love to give him credit, but it was on the neural, the neurological effects that happened on the successful websites on so they were actually, like, scanning people’s brains they were interacting with. And it was really fascinating to see that, like, its firing off the same, like pleasure centers. When you, for example, what would you do? Something good. And you want to share that? And then people like it. And so having someone like that, you did something good. Just fires off the same pleasure center as anna’s. Mother sex? Yeah, i mean, it’s, that sense of you know you. Yes. You want to do good things that you wanna be altruistic? Yes. You want to have an interesting life but it’s even more exciting when somebody you know acknowledges that likes it back to you. And so that’s include that’s. Why, facebook? Tapped into that very early and so that’s why the like button is so ubiquitous tower, what part of what it actually does that that reward is, you know, is this it is a super powerful thing in your brain that you don’t even know is happening, but it’s, you know, it keeps coming back because you want more, but you want more of it. You want more of it? I’ve read research that takes the talk about the first step that about how pleasure centers are activated when you do something positive and what i was reading about was making donation when you, uh, you know, the science was someone who makes it makes it a donation versus someone who doesn’t, and the pleasure centers are activated, but you’re going a step further and research that shows that when someone likes yes and and acknowledges and approves of your having done something beneficial, it is even more activity. And i think that greater pleasure and i think you see, a lot of that was like the peer-to-peer fund-raising stuff it’s spreading now because you can give ten dollars organization, you feel good about it, but once you do that, now you’re invested and it feels even better to get someone else to give arms, it feels even better toe, like have them know you care enough that you’re going to get them roped in. So i think that’s why a lot of peer-to-peer stuff that’s, why they’re trying to know share when you make this donation because they know that, like, you know, that’s, that’s a human ego thing that people want, they want to feel like they’re part of the cause and bigger than just a donor. I feel it, i think, just dahna simpler level when i find an article that i’ve read that i think someone else is going to like that. So i just forwarded to them from the time sight or send them the u r l n e mail and then i get something back says oh, yes, thanks. That was pretty cool, you know? Yeah, i was right. The person did like i liked it and they like to to feel good and is the opposite feeling that that sense when you send it out and nothing happens, you know, like that they think is that sense of like what i thought? For sure, you’d validate my my mind knowledge of who you are, my mother. I least deserve acknowledgment. At least say thank you, even if you didn’t think, well, just something okay? You’re listening to the talking alternative network. This’s. The same way we’re hosting part of my french new york city guests come from all over the world, from mali to new caledonia, from paris to keep back french is that common language? Yes, they all come from different cultures, background or countries, and it comes desires to make new york they’re home. Listen to them. Share this story. Join us, part of my french new york city. Every monday from one to two p, m. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping countries. People be better business people. Dahna talking. Hyre dahna okay, so let’s, let’s, look on the flip side, what happens when we’re in a site and we’re not finding what we want. You made the point that we come with with with our own goals in our own purpose, to go to a site, what what do we feel when when that frustration of cars and we’re not getting what we want, what were therefore, i think the first thing you’ll see is you’ll see luke users leave. I mean, you know, the internet loads so fast, there’s so many other options out there, you know, data analytics is a piece of you x as well, and i’m looking at like, the simplest thing is bounce rates, that is an example of you think they care because you’re in that organization, you deal with this every day, but if what they’re saying they don’t care about they’re going to bounce rate is how fast how many users leave the first pay, but about bounce rate is the percentage of people who, like, come to a page and then lead it, they don’t go anywhere else on so that so that, you know, they think that you’re gonna have the answer for them. They go there. You don’t have what they want. Boom! There were only one page deep there, one hand, even after one, too. Yeah, and that that is a really easy way to identify. Are you giving users pathways? Are they seeing themselves in your sight? Are they connecting with your brand at all? If your bouncers every high ah, what’s jai, is it possible to generalize what i hate putting numbers on things that are because it always depends, like in a one organizations bounce cerini complete different than another it’s i would you know, i would say, look at trends. So if you’re seeing that you know you’re going worse, they’re getting better. A lot of us is testing and so it’s to keep trying to you always want to try and try and try and then look at what the data’s telling you. And so if you’re making adjustments and the bouncer is going down, you’re doing good things. If you’ve if you’ve taken something off of your home page, if you redesigned it in a way that’s what you think it works and you see that change, i would look at trends trying. To always say, like, this is good, this is bad, you know, it is i find that sometimes unfairly for example, like open rate supplies. That’s what a good open percentage it depends on, you know, if you’re talking about a list it’s a small list of highly cultivated people or one hundred thousand like random strangers you just bought, you know, so it’s really hard to say what affair basically, okay, trends trends are valuable, too, and and now bounce treyz something that users confined in google analytics. It’s, one of the top analytics applied to your your your page, your sight, your sight and there there’s that’s when, like the first top things you can see, it’s very easy to find google analytics is very rich, very deep. They just come out with universal analytics, which takes it even richer and deeper. I’m very fortunate that i understand that at an emotional level i can kind of interpret with the number someone’s telling me the numbers say, and i work with people who understand this stuff in a very strong, deep technical levels, you know, i’m fortunate that this that i consent, that we have people who look at the data, you know, process that data because their data analysts and then it’s my job. Treyz okay, now that they’ve process that for me, like what’s the driving reasons of these, okay, but even though, you know, people were sort of amateur, google analytics bounced rates, the ones that know google smart, the ones they put upon that first page view that summary page, they know what they’re doing, but we’ll give you good answers. Okay, well, let’s, let’s see if there’s some advice that we can leave non-profits with we have ten minutes to stop, we got plenty time. Um, based on from your perspective, from the cycle of psychological perspective, what would you like to see? Non-profits maybe doing better? Smarter? I think one of the things that they tend to forget is that their users and themselves are different, that it’s very hard, you know, i worked non-profit space for a long, long time, it’s very hard not to step back from that bubble, right? I mean, you’re causes your there, you work for these organizations because you’re insanely passionate for them, that is your job. Everybody you work with is interested in it when you have this great idea for a campaign, of course, everybody would want to do it because you’re in that. And so i think the hardest thing to do is kind of step back and say, not me, but somebody who is a squishy middle, someone who not the converted, not the staff, somebody who we want to make the case for they’re not there yet, and a cz much as possible when you’re designing your sights. When you’re thinking of your imagery and what your imagery is saying, i think i see all the time. So taking advice, i see a lot of organization websites have large, beautiful imagery now, but they will put in that image whatever the latest news is and don’t realize that image is connecting your brand more than anything else. And so did you really think about what your imagery is saying thing with your confidence saying not to the converted, but to that people who you want to get to your so you have to take that that perspective of the person who’s? Not, as you said, not yet converted. Step outside your day today dafs site excitement of your work how do you get somebody as excited as you are because i have been part of lots of campaigns when i’ve been working non-profit space where we’re like this is going to explode, of course, who wouldn’t want to, like, share this on with all their social media friends i personally do, and then it doesn’t really explode, and i think a lot of that is because we just have you just not well, you’re not coming from their perspective, and so you need to think, okay, they’re not here yet. What do they want? How can i lead them to the point when then they’re fourth, fifth, sixth views visit now? They really care. But those first few visits or the is that making break time and they’re they’re not where you are. You need to really remind remember remember that? Okay. Is it important to know what sights are? Ah, referring to your to your own site? Yeah, i mean, where people are coming from there. I mean, i think that’s that’s always important to look at that. The number one thing to remember is google’s. Probably number one, bob. A lot of organizations spend time trying to put everything. Possible onto their home page because they think that’s how people are getting to their content because maybe that’s how they are, but truthfully, most people are coming to your content as an internal visitor. If you go to look up, you know, blue cheese, you’re going go to google type blue cheese, you’re not going to go to the cheese foundation and see if they have a navigation. It takes you to cheese colored block. Yeah, so i’m looking away. Other organizations where people come from is important. I think the most number one to remember is it’s probably google people on your home page come in because they want to know who you are so that’s probably a brand thing, but that most uses air hitting you first at an internal page and so that that email sign up just shouldn’t be on the home page. If there’s, that pathway should be accessible anywhere. People get to your content because they’re not going home page first, they’re not going to your navigation likely they’re doing a google search and coming into an internal piece of content, and so you still need to make that conversion case even three. Four levels down your cs. Okay. Excellent. Yeah, very good point people. Not they’re not doing it the way top down. They’re coming in the middle somewhere. That doesn’t know there’s a lot of what we have. Several u ex folks. There’s always big debates about navigation, the value of navigation. I’m on the stage. So i get to like you say my opinion versus the person i work with who tend to disagree. I think navigation is least second third tier navigation is this is somewhat overvalued. You know, i think taxonomy, i think having smart tags. I think having your content search engine optimize is really the best way to get content. And not just necessarily, like, do you have to think about things and strict categories of first level, second level, third level? Because people just don’t navigate the web that way anymore. That it’s it’s not that hub and spoke structure. Yes, or did they just jump around from from thing to thing? What more? What more can we say about the psychology? Other advice? Mom it’s. The other advice about the psychology. So, you know, understanding the rewards is a huge one. The other is that there’s a person and bj fog who i’ve read a fair amount of honest what’s called bogey bogey has the fog model and the but you can find online type in five model the core of it is that when the trigger goes off another internal external, the reward has to outweigh the effort to get there very right simple idea, but that’s that’s the core of successful websites, and so that rewarded, whether it’s a internal reward, whether it’s a hyre you know, i want to find things wherever that might be the level of effort they have to take to meet that reward. They’re going to make, like internal mental calibration essentially a cost benefit analysis essentially cost benefit analysis, and so that that level of effort has to be usually fairly frictionless because that reward is probably not as high as you think it is. So too, you know, to to keep that you try to make that as frequent as possible try to get people invested a lot of times. Why, you’ll see, you know, the most people don’t leave facebook for google plus was because they were heavily invested, their data was there their friends were there. So if you get people invested, it makes it easier for them to just to re engage because they’ve been through experience. They have already signed up. They have your data. So i think trying to kind of always balance that reward effort is really that’s. That’s that’s the challenge. What if we have to justify spending time and money on on our user experience? If we feel it’s lackluster and, uh, but we have to go to an executive director, maybe even to a board to justify this. We were sort of talking around the benefits, but let’s, i think that would make them explicit. Yeah, man, that that’s a fantastic question. Because one of the things that that comes up a lot, that is my best, you know, you’re great at it. We’re twenty minutes in and it’s the first good question. Okay. Ah, one of things that gets cut from a lot of our clients budgets is testing and user experience and things like that and it’s. Not because they don’t value it. It’s. Because it’s not as tangible, right? You have to have a design. The site has to be developed. It has. To function and so when they’re you know, non-profits have about budget restraint constraints, and so they do tend to say, okay, we’re not gonna have those audience focus groups, we’re not going to bring in users to test our wireframes to valley that we’ve done is right because we can still build it, it’ll still maybe be pretty little still, but we think it’s going to be and i can get by on less money, and so that is always a challenge. I think you will never regret spending money tohave a actual audience, our users actually interacting with your sight structure, interacting with your of the wireframes you set ups interacting with your prototype, giving you information ahead of time, you will never regret that information. I’ve never been a time when someone said that was useless like you always lie learned something when you actually get out of your own space and put in the hands of users back-up so it’s super super important and it often gets cut and it’s a challenge. I think one of the things is to try to make the case for, you know, when you’re inside under an organization that this way. We want this to be successful, that with with our users we need to hear from them. It also sometimes helps sell with the internal politics one why did you design it this way? Why did you put it here? If you have users informing that it gives you a little bit of protection, you can say we put it there because users are finding told us that’s where it goes were designed in this way because users test said that when we did the blue button, it didn’t perform as well as the red button. So back-up it’s not only hugely successful tow the product being a success. It’s hugely important that provoc buy-in success. It’s also can help with when it comes time to defend the decisions that you’ve made. It’s not because it’s just the three of you in a room who’s on the core team deciding this it’s because this is what our users have told us. So i it’s it’s a it’s. A big challenge because you see it, it does all it’s. One of the first things to go. Well, you know, we could probably get away without this user tests. We probably don’t have to bring in user focus groups. We know the answers ourselves and it’s, always surprising, there’s, a really interesting study where they asked people to sort of guess how many jelly beans are in a jar and, like a hundred people guessed, and no one got any closer than the average of everybody’s guesses. All right, nobody got any closer than the average ok, even though there was wildly low gas isn’t some wildly high guesses. The hearing from the larger community actually gave the smartest answer than even the expert jellybean kapin guests, so nobody did better than the average. So as much as you try to think like that, we could just get this exactly right on our own idea. It’s, you’re always going to do better to hear from a larger perspective, to hear from thoughts outside of your own it’s super valuable, okay, dahna. I want to ah admonish you live it on the show. We have jargon jail okay now, just for people who may not know what a wireframe is. Yeah, it was a few minutes ago, but i didn’t want interrupt you. Although used a lot of times i do it threw up, but you were i didn’t feel like interrupting you, but what’s a wireframe just eso a wireframe is in a nutshell, a website design without a design it’s the functional captures the general layout. It captures the functional specifications of what that piece of the website will do and how people do wireframe is very, quite a bit. But i guess you could think of it as if you were going to design a home page you would have at the top that there is a big maybe hero space, and there’ll be a couple sentences that would annotate, saying it is going to do this, it will rotate this way. It’s not designed it’s not actually drawn. It just sort of implies what it’s going to do. And so then then those wireframes go to designers who then design around that aunt? I don’t know we often. Tell our designers that design is not a coloring book, they’re meant to kind of interpret this, but it’s just sort of say, this is what the thing is supposed to do in generally how it’s supposed to look, and then it also feeds over to the developers. You, seo when i see this email sign up thing here that the wireframe tells them well, it means that when they sign up it’s going to put them into this also database, for example, so it’s the wireframe is these step before you start designing and before you developing is just a way to capture those requirements. Okay, put me in jail. That’s okay? You’re out to make prohibition comes easily. That’s okay, um, or parole should say welcomes you were in jail on parole comes after, um, let’s say, all right, so one, one final thing we can leave people with just throw to you, uh, about about user experience, you know? So i guess i’m one final thing about user experience. I would say, you know, we’re doing an exercise at the end of our session and it’s an audience exercise and the reason i want to do that. Is with a hammer home that think about who you’re trying to do this for. So the exercise that we’re going to do, i think it is a good example where we’re taking a really bad donation page so that, you know, we have one of our folks in our teams like this on the worst possible nation page, and then we’re going to tell the team, break up in small groups and say one of you is the audience the rest of you take five minutes interview that audience member about when they’ve had a good donation experience and who they are and what they’re trying to accomplish and then take notes on that, and then they’re going to be asked to then redesigned this with that audience member in mind takes five, ten minutes to do you know, i think it’s a really good, easy exercise, so when you’re saying, like, wow, this we want to do this thing, do it, and then think of an audience person have somebody played that role for five minutes and then redo it for that person you’ll make, you know, some nice improvement. So it’s a really low hanging way to kind of like just keep tweaking things for for different your audience and a way to see that adopt that outside perspective that we talked about earlier on we do that’s no, we’re consulting firm, we do that. We helped lead clients through that, but you can certainly do-it-yourself think any any organization can say, you know what? We were built this thing. Now we’re going to think of who’s going to visit there. John, you can play the role that person tell us about this from your perspective, and now we’ll tweak it and it’ll get a little bit better. Excellent. Thanks very much. Pleasure to be here. Thanks for having my pleasure. Jarod schwartz is a senior consultant with beaconfire consultant. And thank you for being with tony martignetti non-profit radio coverage of non-profit technology conference generosity. Siri’s you know them? They host five k runs and walks. You probably. I’m guessing can’t generate enough runners to host your own event. And then, if you did, you’d have to deal with the permitting and the medals and the sound system and the starting finish line and the porta potties. That’s what generosity siri’s does they do? Porta potties? And all the other things that are involved in multi charity runs and walks where there are hundreds of people because each charity brings the participants that they can, and together they have hundreds talk to dave lind he’s the ceo, about becoming one of their charity partners. They have events in new jersey, miami, new york city and philadelphia coming up. Tell dave you’re from non-profit radio, please let him know that he’s a seven one, eight, five o six, nine triple seven or generosity siri’s dot com can you start planned e-giving in twenty fifteen? I know you’re in fourth quarter fund-raising right now, it’s not any more detailed then just something to tuck away in the back of your mind for next year. Planned giving is not complicated. You do not need special expertise. I’ll have more to say about it later, but that’s all for now. Just tuck it away for next year and that is tony’s. Take two for friday, seventeenth of october forty first show of this year here’s my interview with peter campbell from non-profit technology conference on better requests for proposals. Welcome to tony martignetti non-profit radio coverage of the non-profit technology. Conference ntc two thousand fourteen the hashtag is fourteen and tc we’re at the marriott hotel and wardman park washington d c my guest now is peter campbell. He is chief information officer for legal services corporation. Peter welcome, good to be here. It’s a pleasure. Thank you on your ah workshop topic is requests for proposals making our of piecework for non-profits and vendors. Peter campbell, what is the problem with our f p’s that non-profits do no, my take is so rps request proposals um, commonly used by organizations to gouge whether a vendor is going to be able to do their projects for them or whether the software they’re buying is going to meet their needs. But i don’t think it’s something that’s well understood non-profits i don’t think there are a lot of resource is for understanding how to write our appease, how to do that well, and as a result of that, a lot of the vendors in the sector really hate them to the point where i’ve sent our if he’s out to vendors who have refused to even open them, much less response. So part of the problem is non-profits i’m not going. To be getting the the quality and volume of of replies that they could be getting to their art piece because they’re writing them in a bad way. Well, he let me see how i see the issue say you need a new website, your non-profit you need your website um, how much that cost you so it cost fifteen thousand should it cost seventy five thousand? It cost one hundred fifty and if you spend one hundred fifty, are you getting a much better website than you would for fifteen or seventy five? And i think today the answer is you have no idea you could pay one hundred fifty and get a much worse website than me when you could get from somebody who’s very smart and doesn’t charge a lot. Um, so the non-profits goal is to gouge who should i hired to do this job for me, who will give me the most value for my money? And if you’re buying, say, a software system something that’s really well defined before you buy it, you can ask very tactical questions, get them answered that’s fine you khun do a request proposal has a list of i need this feature? I need this functionality i need to integrate with this. Get a good answer, but if you’re doing a website or you’re doing a sales force implementation or you’re doing a project that is much more open ended, um, using the form of our a p that you would use to buy a product doesn’t work very well. And i think what happens often this people use that form and send it to a consultant say beaconfire you were talking to earlier? Yeah, and the chances going into a web project that you know exactly how many hours it’s going to take to do that project and what type of effort’s going to be needed are very, very slim, right? So my argument is that our of peas are unimportant thing because when you go into a relationship with a vendor to do an expensive project, we’re talking one hundred thousand for an organ, it maybe makes three million, you know, bilich revenue. Um, you want to make a good investment in that relationship, you know, you don’t as someone to marry you on the first date, you get to know them first, you got to know. What? You’re compatible. You get to know if your needs are going to be mutually met, that type of thing. So we need to be more creative about how we do our fees in order to ensure that, and i think one of the problems is the non-profit i want the rp to tell them exactly how much they’re going to have to pay that’s what they’re focused on. Yeah, cause we need a new website, we need fifteen thousand pages. We need this color scheme. How much will you charge us to do that? And i think that that’s a question you really can’t ask and shouldn’t be asking. So when i do an r p for something like that, i recently won recently did one for a sales force ghisolf the r p est a few basic things i want to know if the vendors i was sending it to had the expertise i needed for my project, i had some particular aspects of my project that one vendor might do better than another say, integrating with databases in my organization, so i ask questions about that and asked him to give examples case studies when they done before, if they can send me pictures, website links and then i also have section, what are your standard rates for each role of consultant that would work? What i didn’t ask is how much will this project cost? I didn’t it’s a multi year project, i have no idea, and i just didn’t think that was fair question what i i was looking for and what i think i got was a vendor that had the expertise needed do my project that i felt my staff and i had a good report with that we’d be able to work well with, um and a good relationship and through the reference checks, assurances that they were very sensitive to non-profit budget needs that they could stretch the project out longer if the money wasn’t coming in to pay the bills, that type of thing. Do i know what the project’s gonna cost when it’s all done? I don’t do i know that this vendor is going to work with me? I’m not going to get in financial trouble on this project. I’m pretty reassured, you’re confident so my pushes the ar fi sessions say r f peace can be good. But we’re kind of being cruel to the vendors and frustrating the life out of andrews by sending them questions that can’t be answered. Ok, all right, so do we need to spend more time in planning on r f p? I think a lot of non-profits that’s sort of the mind set is, well, we need a vendor, and this is going to be a sizable project for us. Let’s, do an r f p, right and then and okay, it’s going to fall within your department. So you put together the questions we need to do more than we need better planning around the rof pieces that were part of the problem. So the r p is a piece of the process of evaluating purchasing a system. If you’re talking about software that needs to be in consultants and that type of project, the web sales for us, who are the, you know, fund-raising database of things that highly customized. Project that you’re going to need that help on there are few is a piece of it. Any organization going into a project like that should understand their business needs. Our sales were surprising. For example, before we’re doing the sales worse project, we’ve hired business process consultant’s help us fully understand what we’re doing today before we start trying to do it better. So so it is a piece of that process, and again, the rp we think about the rv is being the session a bunch of questions that we weren’t asked avenger, but just as important as part of the therapy that explains to the vendor what we’re trying to accomplish so that we’re helping the vendor understand the depth of the project and the scope of the project. You’re going to get better answers back. Yeah, it’s zoho learning process both ways. It’s a two way into yeah, okay, i think, yeah, i think that perspective is not really seen. Basically we ask questions, you come back and answer, and and the questions are not really that informative about what we’re trying to do. Yeah, this is really very timely, actually, for may i do play. Into giving fund-raising consulting. And just last night, when i got back to my room at the hotel, i had an email from someone who had been referred to me, and she asked me to give her a price quote for creating a plant giving program for our organization and i and i don’t really know about your organization. She said that, you know, a small number should get to give a number of donors, but i have no idea how they break down in terms of age. I don’t know whether they’ve ever attempted plans giving in the past and maybe it’s been unsuccessful or this is the first venture. What are their goals were planned e-giving of how deep do they want to go? Is this gonna have the most sophisticated programs? And or is it just gonna be maybe charitable bequests? Is that all we’re going to start? Stop there. So what i sent back was, can we plan a call before i give you a range and that’s actually what you said i need i need a range of costs. Teo, give to my board. I said, well, it’s kind of premature. I don’t don’t know. Enough about the organization, and so i need to learn more as the vendor and that’s what you’re suggesting? Yes. So i will say as the client and, you know, i work for a quasi government organization, and we have very appropriately bureaucratic process follow-up just explained legal services corporation plays what? Rolling? Oh, yes, i have a legal service corporation. We are the federally created five a onesie three non-profit that allocates federal funding to legal aid programs across the country. Ok, our tagline is america’s partner fecal justice, and i think people know legal aid, you know, legal aid in their community and in their cities. People know exactly what people get confused about is because we have so many cop shows telling us that everybody has the right to an attorney. They forget that that’s only in criminal cases. So if the bank is foreclosing on your home or you’re in a domestic abuse situation or children or being threatened, take it away and you can’t afford an attorney we’re trying to address that. Those are all civil. Yes is criminal and illegal. That’s what legal aid provides? Yes, legal aid gives the attorney to the people. Who are too poor to afford one? Our funding program has requirements on coffeecake income. Yeah, of course. Yeah. Alright. So legal services corporation is the primary funder of legal aid services throughout the country. Yes. Okay. Absolutely. Okay, please. Okay, so on our way to talk about, oh, learning and how i was giving you my example of how i need to learn more about the organization before i could. Yeah, there was a change of prices, but i want to add to that from my if i’m doing an rp process, i want to be very fair process. I don’t want to give one vendor advances another one might not have so i might agree to have a five minute phone call just outlying a little more of our situation, and i’ll have that same conversation with every vendor that i’m including in the process of but i generally don’t want to do the full pledged interview with the vendor until after the r p e r a p is determined which of these people who have responded to the therapy are the ones who really look like they might be a match? Narrow it down and then from there, go to the interviews. Usually, when i’m doing our fee for a large project, all in, you know, include a deadline to ask questions, preferably send those questions by email, and then i’ll send out the questions and answers to every participant in the r p so, again, everybody’s getting the same answer is getting old questions. Asked even nothing worth questions, they particularly asked. Okay, e-giving didn’t think dick tooting getting ding, ding, ding ding. You’re listening to the talking alternative network e-giving. E-giving cubine have you ever decided to reinvent yourself? Are you navigating a new life’s journey? Are you an aspiring artist that’s looking for direction? This is kevin, barbara, ll and my new show, coffee talk three point, always your new best friend. Tune in live to hear successful professional artists and their inspiring real life adventures. Mondays at two p m eastern, right here at talking alternative dot com stand. Wait, no this’s, the same way we’re hosting part of my french dinner city guests come from all over the world, from mali to new caledonia, from paris to keep back french is that common language. Yes, they all come from different cultures, background or countries, and it comes desires to make new york they’re home. Listen to them. Share this story. Join us, a part of my french new york city. Every monday from one to two p, m. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Hey, hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Hi, this is claire meyerhoff from the plan giving agency. If you have big dreams but a small budget, you have a home at tony martignetti non-profit radio. Oppcoll what? What? What specifics can we leave? Give the non-profits around our f p planning. So creation so very important. Assess whether the rv is necessary or not. My take their two things that in general there’s a dollar amount relative to your total revenue that’s going to justify doing the rpg? Determine what? That is really another thing that’s kind of abusive to the vendors is you have a twenty thousand dollar project and the vendor is used to doing fifty one hundred hundred fifty thousand dollar project it’s not worth their time to answer the our feet that’s work they’re doing without getting paid for it. So you want to make sure that there is some value to vendor in taking the risk of the answers are api. They’ll put the hours putting the time means yes. Okay. Okay, so, so being part of this is be respectful to the vendors. And you know, if this is a simply project and not that high dollar, then just go straight to the vendor interviews. Don’t do the rp process. Don’t make him look that hard. Okay, value to it. Okay. Other other advice? What else? What else could we be doing better the when you do have the valid or if he makes sure that you’ve got the right questions and they’re not the ones there, you know, and just the right ones. I think there is if you go look for examples of our apiece on the web, you get one’s written by very large companies that are sixty pages long. I think in a lot of our cases with the work that we’re doing this non-profits we don’t have to write sixty page long are appease, we can keep the questionnaire is shortened just what they need to be. I’ve done our peace for large dollar projects, but they’ve really only been one or two page question because because that told me what i needed to know to move forward well, let’s, explore this a little more what other advice to have around questions that don’t really belong that you think, are there often that you see often? Well, again, i think comes too. You wantto ask what you know, not ask what you don’t know so again in that kind of web, our fee, you know? All right? Or let me even back off again with myself feeling example, i didn’t ask every vendor if their sails for certified i didn’t ask if they, you know, do you know how to do this? That or the other detailed thing in sales for us? I asked broader questions for hyre level skills and ask for examples again because, you know, i didn’t want just putting questions for the sake of having questions if the vendor is on the sale, i found all these vendors through sales force af exchange, they’re certified yeah, okay, yeah, anything that i didn’t need to ask. I didn’t ask so again, focus the questions generally you could assume if you’re picking the vendors were going to send the rp two, is supposed to just posting rp publicly and both are valid ways to go. But, you know, you really could make some assumptions that they’re going to have this that or the other thing and not necessarily make them answer questions on necessary. I do like to ask questions like particularly if i’m going for some kind of there’s a sport contract following its avenger than to rely on past the initial install what? The rate of turnover is the questions like that. So you, khun gouge the stability of the company. There are different types of r f peace. Yes. Okay, let’s, talk about some of different types. What are they, um how do you categorize? Ok, so i work in technology, and i see two general types. One is for product ones for services to a very different and, you know, again with the products i think you want to ask. Actually ask a lot of questions on day one of the reasons you want to do that. You’re looking for a new phone system. It’s very important to you. They’d have certain types of conference calling functionality. Or maybe it does calls center. You know, there are things that your particular looking for for your organization. So you ask every one of those questions. Do it in a way that simple. The answer that they can check a box or, you know, just say yes. No, um, you know, again that’s the way you be nice with a lot of questions, everything they demolish, everything doesn’t have to be a narrow exactly. And then once you decide on the vendor include the r f p response as an amendment to the contract so they’re accountable for what they said their system could do in the ar fi. O interesting. Okay, that sounds like that’s very good advice. Other other something else and different tight around different types is just product versus services bilich anything else that you want to leave people with around labbate i’m kind of okay, okay, um, what if? Well, i guess let’s get to what the ultimate benefit of all of this is if you have smarter or f p’s, we’re going toe is going to be hiring the better the better providers. Well, i mean that, you know, the goal is for the non-profit to get the return on investment on, you know, we’re spending a lot of money on this project that’s why we’re doing the therapy in the first place. We want to make sure that when it’s all said and done, we haven’t wasted that money, the two risks icy or one that you make a big investment in my case in technology, and then that technology is rolled out in such a way that it’s not useful to people it’s not used you’ve made the big investment. You haven’t gotten the functionary that you were seeking that’s one problem the other night where we see is that we haven’t really picked the right vendor. The project has become a money pit that we’re now thousands or tens of thousands or hundreds thousands over what we wanted to pay software evaluation for major systems for your new fund-raising system for, you know, your new website something that is a big investment for the organization in a very important project provoc can’t can’t be decided on by one or two people in a room somewhere e i mean project’s go much better if more people are involved at the start of them in the evaluation in determining the needs and entering what’s important product demos are great opportunities to educate staff about what the software could do for them because most people go into a software project thinking, i know what i like in my current product. Does the new product do the same things? But the question really should be, how could this new product give me more capabilities? Mohr strategic possibilities and my existing software did and going to the demos and seeing you know what the president is going to show, you can spark the imagination. Okay, having this many people in that room as possible. Okay, now your program is an hour and a half, so i know we haven’t exhausted this. What more can we? I mean, your your workshop is going to be so what more can you can you share? I’m leaving it open to you. What more can you tell us that we haven’t talked about my pushed any anti seizure shin is to do about food four, five minutes worth of presentation, so you’re right. I have more than this, okay? And then open up for a good discussion and in this case, because we’ve got vendors versus staff and it’s a controversial topic, i’m hoping for some violence. You are? Yeah, we’ll see. Last year i did one on project planning. I’m agile versus waterfall, too. Computing project management philosophy’s i was hoping that we’d have some, you know, excitement in the room. But no, everybody agreed with me that there’s time for one in time for a male. We’ll see. It wasn’t it wasn’t. It didn’t turn out to be his. Provocative as he would have liked. So maybe, well, maybe start out by moving all the consultants to one side of the room in the staff to the other. Okay. And then looking throw things or something. Okay, well, let’s, leave it there then. Peter campbell is chief information officer for legal services corporation on dh. You’re listening to tony martignetti non-profit radio coverage of ntc the non-profit technology conference. Thanks so much for being with us, thanks to everybody at the non-profit technology conference and there hosts the non-profit technology network and ten next week, an interview or two from fund-raising day that’s the one day conference in new york city in june, where i got a whole bunch of speaker interviews, i have one or two of those. If you missed any part of today’s show, find it on tony martignetti dot com generosity. Siri’s they sponsor non-profit radio generosity siri’s dot com or seven one eight five o six. Nine triple seven our creative producer is clear miree off. Sam liebowitz is our line producer shows social media is by julia campbell of jake campbell, social marketing and the road producer of tony martignetti non-profit radio is john federico of the new rules. Our music. This music is by scott stein. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping countries. People be better business people. Buy-in have you ever decided to reinvent yourself? Are you navigating a new life’s journey? Are you an aspiring artist that’s looking for direction? This is kevin, barbara, ll and my new show, coffee talk three point oh, is your new best friend. Tune in live to hear successful professional artist and their inspiring real life adventures. Mondays at two p m eastern, right here at talking alternative dot com stand wait. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. I’m the aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent fund-raising board relations, social media, my guests and i cover everything that small and midsize shops struggle with. If you have big dreams and a small budget, you have a home at tony martignetti non-profit radio friday’s one to two eastern at talking alternative dot com. You’re listening to the talking alternative network. Napor

Nonprofit Radio for October 10, 2014: Online Testing & In-Kind Gifts

Big Nonprofit Ideas for the Other 95%

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Cam Robbins & Matt Burghdoff: Online Testing

With Cam Robbins (L) and Matt Burghdoff
With Cam Robbins (L) and Matt Burghdoff

What do you test online and how do you get started? The experts take on my hypothetical of a $500,000 fundraising campaign. They are Cam Robbins from Easter Seals and Matt Burghdoff with Donordigital. (Recorded at NTC 2014, the Nonprofit Technology Conference.)

 

 

 

Maria Semple: In-Kind Gifts

Maria SempleMaria Semple, our prospect research contributor and The Prospect Finder, returns to talk about in-kind gifts. How do you find these non-cash gifts, their value and the right appraiser? When do you need an appraiser? We’ll answer all.

 

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host and i’m glad you’re with me. I’d suffer with granuloma tose iss, sino vitus if i learned that you missed today’s show online testing, what do you test online and how do you get started? The experts take on my hypothetical of a half a million dollars fund-raising campaign. They are cam robbins from easter seals and matt burghdoff with donordigital that was recorded at ntc twenty fourteen, the non-profit technology conference and in-kind gif ts maria simple, our prospect research contributor and the prospect finder, returns to talk about in-kind e-giving how do you find these non-cash gif ts their value and the right appraiser? When do you need an appraiser? Will answer it all on tony’s? Take two video from last week’s show on alice’s ice bucket challenge. We’re sponsored by generosity siri’s hosting multi charity five k runs and walks here is my interview from and t c twenty fourteen about online testing welcome to tony martignetti non-profit radio coverage of ntc non-profit technology conference two thousand fourteen we’re at the marriott wardman park hotel. In washington, d c with me are matt burghdoff and camera bins there. Workshop top work-life shop topic is online testing practical insights and lessons learned. Matt burghdoff is senior account executive for donordigital cam robbins is interactive marketing manager for easter seals. Matt cam, welcome. Thank you. Pleasure. Uh, we’re talking about online testing. What? What? What is it specifically, cam? That we’re testing that’s an excellent question. You have to figure out what your goal is. What do you consider success? And then you test different ways different past to get there. Okay, so the, uh the measure the measure of success clearly comes from what it is you want to be successful at and where we find that from our mission is that we’re going that that organic it could be it could be your mission could be getting your brand out there. It could be getting your constituents engaged with you. It could be getting more donors to donate andi, it could just be discreet. Campaign might be might be just an online campaign. That’s going to last sixty days or so. Something like that? Well, you’d want to be a bit more specific than just a campaign. What is the goal of the campaign? Is that a fundraising campaign you want to reach x amount? Is that a engagement campaign you want to raise? You’re engaged constituency by a certain percentage, and and so it’s it’s, showing different ways to increase what it is you’re trying to dio. So does path, eh, give you this path, they do it better than path be sometimes you find that it’s the same and it’s always good just to see what’s out there what other people are doing? Because sometimes some people are doing a great sometimes that works for you, sometimes it doesn’t. So there’s the tried and true that you’ve always done doesn’t always work, and so testing helps you find out if you’re in a rut or if you’re going down the right path. Matt er good testing leads to clearer decisions, better informed decisions about how to get to where you want to go the way i can’t describe it. Yeah, exactly one of the things when you do a good test, one of the main objective is to really try to get a learning to really try to figure out what you should be doing next. How can you make sure that all of the efforts that you’re putting forth, you know, all of these campaigns, all of this creative thatyou’re doing, making sure that it’s actually working the best that it possibly can when you’re investing so much time when you’re sometimes investing so much resource is finances you want to? Make sure that you’re putting those into what’s going to give you the best bang for your buck what’s really going to be delivering altum best results for you on exactly his camp said sometimes what those results mean, or what those results are can vary a little bit depending on your specific goals, your specific campaign objectives but really, you want to that’s the whole point of testing is really to make sure that you’re getting the best results you possibly can. One of the things that i like to always kind of remember, this is actually a quote from one of the individuals that i like to follow, but who is that? Why don’t you shout at him or her it’s actually, dr flint mcglaughlin from mec labs, you might know it better is marketing sherpa. They’re mecha labs actually parent company. I would highly recommend that anybody just kind of followed. They have various free webinars, all sorts of good fun stuff, white papers, it’s a large repository of specific tests actually that have been done that it’s very, very insightful and i would say definitely checking is there? Is there a twitter idea that people can follow i’m sure there is, but i don’t know what i don’t know. Okay, well, mech labs, we can find them, okay, but basically one of the things that always sticks with me and that i always try to remember is adequacy is the enemy of excellence. Make sure that you don’t really just kind of focus on what is working because a lot of different non-profits a lot of different organizations will have a current plan, a current objective. You know, something that’s already built that’s kind of working for them. That’s a least keeping them going that they feel comfortable with. But the real question is, is that really what could be your best? You know? Okay, great. You’ve got a million dollars or one hundred thousand dollars coming in every month, every year. Well, could you maybe have three million dollars coming in if you actually made sure that your creative your message wass the best that it could be? And that’s, really, what testing is aimed at doing is making sure that you can get to that highest level that you can make whatever you have work the best that i possibly can. Okay, i think. Teo, help our conversation let’s, let’s, uh, create a, uh, develop a hypothetical campaign. Can we do that? And, you know, fund-raising is so basic to non-profits i mean, as tempted as i am to make it more sort of community engagement related, but to keep it real for listeners, let’s, let’s make it a fund-raising campaign and let’s say that, well, we don’t have we don’t have a time frame for it, but we’re trying to raise half a million dollars. All right? And we’ve developed some online landing pages message for doing that and driving people to our you are online giving paige, i’m keeping this pretty basic. I’m not, but you’re welcome to enhance the hypothetical that’s all purpose you’re gonna build from this is lame structure that i’m creative. Okay, so i want to raise half a million dollars in and i don’t have a time frame for doing it, and we’re we’re typically our annual budget is is it two and a half million dollars? We’re two and a half million dollar agency, okay, but what? I want to raise a half a million dollars in a campaign and i’m not really, as i said. Concerned about the duration of the campaign and we’ve developed landing pages now lorts do i have built enough of an infrastructure for a test yet or not yet know absolutely every every step of that process you contest for your home page if someone comes into your home page something that we actually tested easter seals as we put a bright green button on our home page that said, donate and we have soon that obviously it’s big it’s green there’s no way you can miss this, but it was pointed out to us that we had a drop down menu that said ways to give in which we didn’t have a specific donate link, so we tested it it was an a b test, so if you can do or say that you had a fifty percent chance of seeing this link in the fifty percent of not seeing it and having that link actually increased donations, so bringing people to the form is a very important part of the whole process. You can’t raise a million dollars if no one is coming to your donate for can we test how they’re coming from? It were one of the referral order the referral sites that are driving people to the home page. If you have the analects in place yes. So it could be your testing google ads or you’re testing you our social media marketing message. Your email messages yet anyway, to get people there is a test. Once you get them to the home page it’s a test. Once you get them on the donation page itself again there’s so many different things that you contest what’s your mastering. What are the do you go? Hired a lower sorry. Did you say ask string? Yes, i ask string now on twenty martignetti non-profit radio. We have george in jail and i think this testing conversation may just be right for for a pretty stiff sentences in jargon jail. But probation does come along easily. Parole, probation, parole board parole comes along easily. All right, i’m going to have trouble next what’s what’s our ask strength. So and ask string is thie amount that you present to the donor? Um, in increments. Is it twenty? Thirty, fifty. So there’s a good have the options. And then you generally have the open text field that says what amount? Do you want to give? Okay, so in the jargon it’s, the string is the the recommendations write suggested suggested giving, amassing e-giving what levels are those? Okay, right. And so testing what? Those actual numbers are on the the space between do you jump from ten to one hundred? Do you do it in ten dollar increments? If you go from hyre toe lower? Is it vertical? Is it horizontal? Oh, my, we’re really going to do all sorts of art in the lower up and down analytical or horizontal, really. And sometimes it makes a difference, and sometimes it it doesn’t. So that’s why you test one of the most common test with any sort of ask string is actually going ahead and saying, well, is this this kind of one of the best ways to actually start looking and seeing if you can increase your average gift size? So actually looking at saying, well, what? How much am i actually asking somebody to donate? Is my normal donation page actually asking people to just donate five, ten, fifteen and twenty five? And i know i’m hoping that people listening would say, wow, that’s really, really low, because i certainly hope that you would say that because i certainly would say that, but you know we can live certainly look at it a lot of times people will donate however much you ask them to, they don’t necessarily sit there and say while how much can i actually afford to give they use what you present to them as a guide it’s kind of like, how much can i give that should actually be helped your how much should i give that will actually help? So obviously kind of changing that ask string, seeing how much you can actually ask testing what’s really gonna work for your audience size and whether or not you can move that needle is definitely one of the best ways to start. I would just caution because there is one thing that you can run into is it’s always a little bit? When you start looking at asking people for a certain dollar amount the higher you go sometimes the fewer actual donations you’ll get so it’s always a little bit of a balancing act of saying, well, does it matter if i get ten percent fewer? Gif ts at a twenty five dollar instead of a twenty, dollar level. Or is that hurting me? Net revenue wise? You know, it’s kind of it’s, a balancing act to really look and see how far you push it. But it’s definitely a good test to start looking at if you’re not already. You’re listening to the talking alternative network. Duitz cerini this’s. The way we’re hosting part of my french nufer city guests come from all over the world, from mali to new caledonia, from paris to keep back french is that common language? Yes, they all come from different cultures, background or countries, and a common desires to make new york they’re home. Listen to them, shed their story, join us, pardon my french new york city every monday from one to two p, m. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping countries. People be better business people. Buy-in talking. Dahna now i have a client that has a database about four hundred thousand people a little over half of them are current donors within defining that has made a gift in the current or or most recent past year it’s like two hundred twenty five thousand or so of the forty thousand, and their average gift is eighteen dollars, so you know, it could be a pretty well ast and this is, uh, it’s, a faith based organization was back into the late eighteen hundreds. Oppcoll you know, it could be a pretty well established organization, but still have fifty dollars, could be a very large donation for them. Yes, it’s definitely possible well, and also one of the things in our session and particularly we focus on online testing, so driving up revenue specifically online with the other client that you mentioned eighteen dollars, seems awfully low, so i would guess that there more print, they are there for you, okay, definitely, you know, in print, it’s a little bit lower, you know, the average gifts eyes is definitely lower in print. That doesn’t mean you can’t test that out in print as well, so if you’re doing any kind of direct mail program i’ll admit that i’m or digital specialist, i’m not i wouldn’t pretend that i’m a print mail specialist, but one of the things that you can certainly be doing is on your reply devices actually looking and testing. There are a lot of different types of test that you can do with how much you ask whether you base it off of someone’s previous highest contribution, whether or not you base it on kind of there last gift just their period there. Last gift, not necessarily their highest gift ever. And i think also and where you position, if you’re using last gift argast then there’s lots of possibilities. But if using one of their exact gift where you position that in your ask string, you come in the middle is the first exactly on then, of course, there are all sorts of different treatments about whether or not you highlight the one that’s slightly higher than what they want. And that’s sort of all right, there’s also, you know, i’ll call this out. It’s we call it equivalency, ese, but it’s the idea of something. Have you ever seen something? Where you say, oh? Well, for five dollars, we can actually give a child a vaccination. Sure, you know that sort of impact, exactly impact ask exactly. You can certainly always test those out. In fact, actually, one of my clients just recently did some surveying and looked at it and said, well, actually, the equivalency ease that we’ve been using for certain dollar handles really just don’t seem to be the ones that people care the most about so maybe even just changing what that equivalency is may actually get more people to actually give at that level. Give that gift and that’s something that actually they just started going ahead and testing, but something to think about. Cam let’s, bring you back what else in the lame hypothetical that i created? What? What else can we be testing? What else? What else interested you in and what i created what i set up well on the donation form itself. Copy. How much copy? What kind of coffee? What’s your tone in the copy whether or not you use images. What kind of images? There’s. Really? So many different possibilities. You just need to figure out what it is they i would test. One thing at a time if you track change everything, you’re never going to, but i don’t know the answer, right? So there are so many possibilities you’ve really got to figure out what can you focus on? What is your strength if you don’t have a lot of photography, testing images doesn’t make a lot of sense, but maybe testing the copy does. Okay, let’s see harris, our people always randomly assigned camp tio tio test alternatives and the test that we’ve run, we tend to run a b tests. So yes way. Have done some testing that’s a little bit more broken out by highest previous contribution. But those air, very specialized, specific test. If you want something a little bit broader like is this copy working for audience in general? Does a five hundred dollar ask? Is that too much for our clientele then? Yes, i think a general more random. Is it’s the way to go? Ok, matt, i see you shaking your head a lot. Anything you want to add their yeah. I mean, the only thing that i would say is if you were going to set aside a specific control group of people. That are kind of representative, but even that you would probably more or less kind of randomly select you wouldn’t go through and one by one kind of pick out names you just kind of originally when you’re setting that group, try to get a generally representative population your audience on. Then maybe you just kind of hold them off separate arika if you know you, you have two very distinct groups, like, you know, that you have the the seventy plus people who are very passionate, but they like a certain message and you’re trying to bring in a younger crowd that you think well, you know, listen to a different message, then, yeah, you would want to be more specific and who you choose. Okay, good. You see, uh, can we take and we take our hypothetical a little further anything, you know, other things that we can, uh, we could be testing, or can we have another layer onto our half a million dollar campaign? Hypothetical teo make it more interesting from a go ahead? I mean, have fun. We’ll make it more interesting from a testing perspective. We’re well, one of the things that you could do is look at doing, you know, it’s so this goes a little bit beyond maybe not everybody has the opportunity to do this, but you could also look at saying, well, we obviously have, you know, five hundred thousand dollars for two and a half million dollar organization is a pretty sizeable chunk of their budget, so you might actually want to invest a little bit in-kind of focus group testing, look it actually what your message is going to be up front so you might actually look at saying something like, well, are we going to go with a message let’s say, this is an international relief organization? Or are you going to say, hey, well, i want to specifically raise disaster preparedness funds or do i want to pick a specific emergency that actually i’m responding to, you know, if we look back at the philippines just recently high and do we need to maybe raise revenue specifically to offset that, you know, or do we have something more generic that we really just kind of want to talk to? Or maybe we even have another area? The three year anniversary of syria conflict is obviously coming. Up, if not on us right now, you know, i mean, you got all these different types of things that you might want to look at testing and saying, well, let’s, put out a little bit let’s put some feelers out there, see if we can figure out which approach which conflict, which which message really seems to resonate, it is most likely to get us to the end goal that we need there are even if we are trying to raise unrestricted, you know, and we have some concerns about whether or not it’s going to become restricted, you know, if we at least know what type of message really seems to resonate, then we can look at that and say, well, how what can we learn from this? How can we pick up some of these different types of pieces and try and actually put that into a really strong unrestricted campaign? Okay? And we’re gonna add something camp? No, i was in golf in different directions, okay, go ahead. Oppcoll that was i’m assuming that you’re doing email with his campaign it’s not just a website that stands alone, let’s include that we’re going to make sure. That you drive people there timing. When do you send your e mails? Do you send them in the morning? You send two in one week heimans it’s very interesting. We used to think that our clientele would had, like, a three day window where they would take that long to open it. And now we’re finding that actually within twenty four hours, if they don’t act, they’re not going to do anything so that we have to, you know, change our approach. S o and we’re constantly testing that to make sure that we’re doing the best that we can not only to give our clientele what they want but also tto give us the best benefit, even email i’ve had guests who talk about testing subjects, subject lines, that’s huge, okay it’s so pedestrian and obvious that i that i’m the only one at the table who would say it, but no, no it’s, good it’s a good thing that we’re going out with the subject lines are an incredibly important part of the email, and people do tend to forget them. They break them first and don’t go back and look at them, they just assumed once. It’s done, it’s done, but that’s, that’s, not at all the case and email, looking a little more broadly, is still quite impactful and effective for non-profit fund-raising right, we’re not, we’re not, we’re not, we’re not. We’re not giving up no, no, definitely not, no, not even close, okay, okay, make that we get cleared in case anyone had a contrary opinion, if you are, you know this hypothetical is, is the raising half a million and a kn given unspecified amount of time. But consider urgency and changing that urgency that could go to your campaign message. I was in your place. So our name is easter seals. Obviously, that has a connotation to a certain holiday. That’s coming up. Um, maybe by the time this pocket may have passed, well, yeah, actually may have, but it wasn’t it z within the within within many weeks either before or after you. Okay, so we wait tended to just always have a spring campaign. That was our easter drive to tie into our name. And then one year we decided that we were going to stop that. And we wanted more closely line it with our offline campaign, which with a spring drive. And it happened to our our due date for, you know, all the money to come in was at the end of the month, it had absolutely nothing to do with easter. And it did terribly online because people were so used to our name and do just seeing that holiday triggered with our name got them to donate. So timing, i mean, obviously ours is a special case, but timing could be very important. Yeah, i mean, i would even say that, you know, i’ve had another client that they’re not as completely tied. You know, i mean, obviously, easter seals is a little bit, but i’ve had other clients that they have their donors is used to one specific time i’ve had one of my clients actually had a really, really big time of year at thanksgiving, even bigger than, you know, december thirty first, which i know is going yeah, that shot’s just about everybody non-profit dahna it’s, just when you have individuals who have been trained when you have a supporter base that really that really connects you with a specific time of year specific event, you know, don’t try to just abandon it, you know, that work with where the lose your strength, lots of guests of talking about you know, where are the where are your constituents? Goto where they are not where you want them to be, but but when are they about to know what time that was? That was that save the turkeys hyre labbate all where there was a rescue mission, actually, okay, they basically had a big food. They had to basically a big feast, a big kind of serve the homeless, you know, make sure that everybody has a good thanksgiving that type. Of thing. Okay. All right. So see that connection? What are some things that in our last couple of minutes weaken? Leave listeners with that they can implement immediately. I think one of i think i think it was our optimization tests optimization test that you can implement right away without saying depends on your you know, your what way could be general enough, but leave people with some thing they can think about right away. What would you suggest? Well, this is almost a kind of ah final thought. But one thing that i will point out and we stress really heavily in the session is number one rule of testing is always, always, always tested because we have seen just as camp had mentioned. You know? I mean, there are different things that will work for one organization, but won’t work for another because the two different organizations have an audience that is slightly different. That has different expectations. You know the same thing. Like what we were talking about. You know, if i were to have any of my clients go out really strong for an easter push, it’s probably not gonna work that well. But at the same time, cam could probably pull up a thousand different examples data that shows no, this really works because it works for one organization, but not necessarily another okay, cam, final thoughts that my answer is gonna be you’re gonna hate it, but it’s a depends it if you know what you want to test, like you have that inkling, like i think this is going to do well, or i think we’re not getting it because that’s what you need to test its it’s, your gut, and then you just go from there if you see an email or a website that you like, figure out why you like it and test that a great thing to test too is also just kind of those because you reminded me. But you know how every one of us can probably come up with an example of ceo or the big guy who came up to us with oh, we should really do this. I saw this thing and way should do it. A test can be a great way to say, well, yes, we did it, but we didn’t really waste a whole lot of time and money on. That idea. And by the way, it didn’t worry. Ok, that’s. Very good. That could work with boardmember ideas. Yes, it has to be the executive director, very often. Excellent, thanks very much, all right. Matt burghdoff is senior account executive at donordigital and cam robin’s, interactive marketing manager for easter seals and cam and matt, thank you so much. Thank you, thank you. Real pleasure. This is tony martignetti non-profit radio coverage of ntc non-profit technology conference two thousand fourteen. Thanks very much for being with us. My thanks to everybody at inten, the non-profit technology network. We’ve got live listeners, of course, let’s start abroad in tokyo and kawasaki, japan konnichiwa, beijing, ni hao and soul and yon gene, south korea on your haserot new york, new york, new bern, north carolina, somerville, new jersey live listener love to each of you and all our live listener loves never forget the podcast listeners podcast pleasantries, everybody listening whatever the heck you listening to the podcast generosity siri’s they host multi charity five k runs and walks and they are sponsors of non-profit radio. You probably may be difficult for you to generate enough runners tau host your own event. So makes sense to team up with other non-profits and that’s what generosity siri’s does. They’re runs our fun. I am seed one in last november in in brooklyn they have also a charity. Support team that helps you with your fund-raising you talk to these people on the phone, you don’t have the live chat with them by text, you talk to them and naturally you have the dashboard and online tools as well, but there is this charity support team that you can talk, too. I like that multi-channel ready means that you can have an event with a small number of runners, because when you put your charity together with all the others in the event, you have hundreds of runners and general see siri’s takes care of all the back end stuff. You can talk to the ceo, dave lynn, about becoming one of their multi of one of their charity partners. Events coming up in new jersey, miami, new york city and philadelphia. Please tell dave you’re from non-profit radio he’s at seven one eight five o six nine triple seven or generosity siri’s dot com last week’s show was the ceo barbara newhouse. It was a google plus hang out on air. We did it at the chronicle of philanthropy studio in washington. The show was devoted to the ice bucket challenge. The video from the hangout is at tony martignetti dot com and that’s tony’s take two for friday, tenth of october fortieth show of twenty fourteen marie sample is back she’s, our monthly prospect research contributor and the prospect finder she’s, a trainer and speaker on prospect research. Her website is the prospect finder dot com her book is panning for gold. Find your best donor prospects now she’s our doi n of dirt cheap and free. You can follow her on twitter at maria simple welcome back, maria. Hey there, tony. How are you? I’m doing very well. How are you today? Just fine. Thank you. Go that’s. Good. We’re here to talk about gifts in-kind on this fall afternoon what way are we are? But i first need to just quickly mention to you that apparently i am having a three year anniversary with your show this week. Really? You’ve been tracking your well, you know, who’s been tracking it is lincoln. Oh, really? You saw an anniversary notice on lincoln. This is this is your year. Yet it sent out an anniversary notice. Tio, my connections and i all of a sudden started getting all these congratulatory notes this week. So i thought well, that isn’t that appropriate. That here is my my weak. Teo, reconvene with you. So it’s been three wonderful years. Wow, that’s really something i would if you had asked me, i would have thought it was i would’ve said it was more like two holy cow that’s. Terrific. I get those notices, i but i don’t always read all of them. Usually i just read the birthday notices. I don’t always read all the work anniversary notices, but i also noticed they send them out throughout the month, so they don’t. They don’t only come in the beginning. So maybe i just maybe i haven’t gotten yours yet. You’re three three year anniversary, but happy anniversary. I’m glad you’ve been with me for three years. Thank you for having me for three years. That’s. Wonderful. Oh, thank you. My pleasure gifts. In-kind let’s. Make sure everybody understands what a gift in-kind is. Yes. That’s, right. Let’s do that first before i get thrown off into jargon jail first, first out of the gate here, so gets in-kind would really be anything other than monetary donations. So typically they would be considered donations of food, clothing, medicines, furnishings, office. Equipment, building materials and, you know, even sometimes services that air provided by somebody could be considered ah, gift in-kind as opposed to a gift in cash that they might give to your organization. So if they’re providing some sort of a specific service and then not charging you for it, i know that, tom, you know, sometimes consultants will do that on on a pro bono basis, so that would be considered a gift in-kind as well, i could throw out another example that i’ve worked on a few times gifts of artwork, art collections are also gifts in-kind i worked on a really interesting one once it was a presidential memorabilia collection, and it included a picture it included the resin, the one of the nixon resignation letters, original signed i think there were five or six that he signed, and it also had a picture of that famous picture of jimmy carter, menachem begin and anwar sadat. You know, the three of them are shaking hands well thiss was a deep into six figure art collection, but so they can be really interesting on dh cars. I’ve worked on a couple of classic car donations also, which can be quite valuable. I know you mentioned automobiles, i was just thinking of classic automobiles, but yeah, they they could be they could be kind of fun to work on. Well, so, you know, it must have been interesting. I’ve never had the opportunity myself to be working directly with, uh non-profit while they’ve been, you know, fortunate enough to receive something, you know, of that type of value on also, you know, it got me to thinking about, you know, well, what if i were a small to midsize non-profit and have the millionaire next store living in our community and maybe people didn’t even realize they were housing any type of art collection or one or two even significant pieces in their home and you know what? You know, what do you do? What is the next step that you do if you find out that perhaps somebody left it to you and there will or they could be making the gift while they’re still alive? When then, you know, it got to be really complicated as i started to research this a little bit to try and figure out well, what is the non-profit need to do first in terms of valuing the artwork. So what did you do? I’ll tell you what organizations i kind of came up with that are reputable in terms of places you would turn to, but i’m curious to know how it worked out. How did you appraise the artwork? Yeah, well, let’s, let’s, take a step back and make sure he understands the for for a gift that’s valued over five thousand dollars. And again, like maria said, this is we’re talking about non-cash gifts. So not this is not cash or stock, but something other than that. Over five thousand dollars, the irs requires what’s called a qualified appraisal and that’s a term of art and the qualified appraisal has certain requirements and a qualified appraisal. It has to be done by a qualified appraiser and that’s also a term of art, and they’re certain credentials that the irs requires the place that i turned for the presidential art collection anyway was the the american association of appraisers. I think i’m pretty sure they’re based here in new york, and i believe i contacted them first for some recommendations specific, too presidential memorabilia, was it perhaps the american? Society of appraisers, because my research shows that they’re the oldest organization founded in nineteen thirty six and they think they are in the new york area, okay, could have been but i think there’s another one too, which i think is triple a american association of appraisers or american appraisal association. So we could try either one of those. But years is yours is more bonified because you actually research that i’m remember i’m living off the top of my head. Yeah, i actually am. I can actually post a list, uh, post show onto your facebook page, but there were actually sort of six top societies or associations, if you will that that my research turned up one was that one i just mentioned the american society of appraisers which according to this particular webs site that lists them, says that this one is the oldest and then there’s the art dealers association of america, thie appraisers, association of america there’s a triple a yeah, there’s that could’ve been it. Okay. Thie appraisal foundation, thie international society of appraisers and the private art dealers association. So i thought that was all interesting that i got to wondering if you can actually turn to any of the major houses that actually, you know, the auction houses like those that you might be seeing featured on something like antiques roadshow. Ah, but i didn’t know if that was, uh, if people turned to those types of auction houses to help, you know, evaluate the worst oven item, certainly an auction house, i suppose, would get involved once there it actually want to, you know, offload that particular items so that they will end up having the cash. Uh, i i would imagine that would be the case for any non-profit other than a museum who would want that gift, perhaps as part of their dahna display? Yeah, it’s it’s ah, it could go broader than that, you know, there are ways that non-profits khun use gifts in-kind in their mission that that are permissible and are not so obvious, like hospitals can use artwork because they can decorate waiting rooms and hallways and things. One of the classic car donations that i worked on was for a university, and we were anticipating using the classic convertible in there athletic recruiting because they thought that seventeen eighteen year olds when they’re thinking about what college to go to to play sports might love driving around in a being driven around in a fifty seven chevy, i’m pretty sure that’s what it was convertible, so there are different charitable uses that they’re not as obvious as like you said, you know, the museum, there can be other charitable purposes for for these types of gift now, yeah, i hadn’t thought of that. That sounds great, actually, i can i can really see how an organization might want to step back and think about how it could fit in, as you said to their overall mission or two attraction, like in the case of the college or university there with their son sports department, really, and of course, there’s also the other examples you gave you no services could be gifts in-kind so that’s, obviously being used used up metoo immediately a point that i want to make, too is sort of subsumed in what we’re saying we’ll make it explicit. You have to find the right kind of appraiser. There are, like i mentioned presidential memorabilia there, our appraisers air specialising just that. So if you had a ah fine art photograph. That was being donated to you. You need to find someone who specializes in not only find our photography, but they may even specialize in the particular photographer the artist or the era, if it’s ah it’s ah it’s, not a contemporary piece of art. So you have to find and this goes into the irs requirements. Do you have to find someone who specializes in precisely what it is you’re being given? If it’s an automobile, automobile appraisers, it’s just like a medical specialist, you have to find the right kind of person. Maria, let me ask you about trying to find gifts. In-kind i mean, these don’t only come from wealthy people. I don’t want people to be left with that idea. They’d only come from people of wealth. What about ways of ah, finding gifts in-kind in your community? Well, that got me to thinking about not not just the individuals in your community who, um i might be capable of doing this. But then i started thinking about all of the corporate programs that are in place, for example, that have gifts in-kind as part of their overall corporate social responsibility, so they may have a corporate giving program a corporate foundation, then they may have a separate set of programing related to in-kind on dh. Then i was wondering, well, how could a non-profit potentially find who are the corporations in my area? Or, you know, i’m a non-profit in need of, um, you know, whatever women’s closing to help the women in our shelter be closed in the winter months or something like that? You know, where could i find that actually found? Sure, there’s multiple websites, but i found a non-profit website that that looked like it would really be helpful front for your listeners to know about and it’s a good three sixty. Have you heard about that one? Oh, i don’t know it is what is a good three sixty dot or ge? Yeah, good three, sixty dot or ge and so you can go into this if you are a non-profit and you’re you’re in search of product donations. Um and you can go. You can see the companies that are there and then, if you’re a company that wants to list your product donations, you can list what you have available on dh, of course, if you’re an individual. That would just like to donate to this particular or a good three. Sixty dot org’s. You can do that as well. They’re looking for monetary donations. Always. So i just thought it was a pretty interesting, almost like a clearinghouse. It looks like to me. Yeah. Okay. Well, that’s, why you’re our die end of dirt cheap and free. Anything else you found out there about trying to find these types of gif ts? Um, uh, i was thinking about this might be more suitable for organizations that are, you know, related to being near the water or maritime or marine environment organizations. But you and i have touched upon yacht’s in the past and trying to figure out, you know, yacht owners and so forth. But, you know, sometimes there will be people who would like to actually donate their yacht, just like people would want to donate a car supposed to try to sell it on their own. So boatinfoworld dot com would allow you to search by state or county or zip code of for a list of boat owners near you. So, you know, if we have anybody in the, you know, marine related industry listening to the call, they might want to check out boatinfoworld dot com to get a list of boat owners. Um, and it could be something that they would want to start cultivating relationships with those individuals getting them and involved in cultivation events, etcetera. You always go the marine wear because you have a sailboat. I know you don’t have any in-kind wave that in dahna that’s, ok, you are you donating your sailboat? No, not anytime soon, you know, okay, you work quick, answer that, too, okay, okay, where l should we go with this? What if, in terms of, well, i’m sorry? Was there anything more about finding potential gifts? In-kind or is we exhausted that um then i start thinking about real estate, and i was wondering, well, how would you find out if you want it to proactively find if there is real estate, that could be potential for donation? And i was thinking, well, i guess if you got involved in developing a solid relationships with realtors in your area or, you know, even the banks that you know, unfortunately, these last few years, we’ve seen such high foreclosure rates and so forth there might be some opportunity there if you have conversations with bankers in your community or realtors to find out about some potential properties that could become available, you know, before as a donation. All right, we have to go out for a couple minutes. We come back. I have a couple of tips about real estate gifts that marie is talking about, and we’ll keep going on gif ts in-kind stay with us. You didn’t think that tooting getting thinking you’re listening to the talking alternate network to get you thinking. Nothing. Good. Have you ever decided to reinvent yourself? Are you navigating a new life’s journey? Are you an aspiring artist that’s looking for direction? 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He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Hi, i’m dana ostomel, ceo of deposit, a gift, and you’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. More listeners have joined us from south korea on your haserot and also taipei. Taiwan has joined us. Ni hao. Maria simple. Hey, there. What would i say in jersey? What up? How you doing? Yeah, i doing that’s just yeah, i was born in jersey and i was raised there, so i don’t like that that kind of organized crime overtone around new jersey. But sopranos obviously hit that home. A couple of things that i wanted to reinforce about real estate that that you have brought up real estate can be a very, very good gift for non-profits it can also be a really lousy gift. You have to do your due diligence around real estate and basically it’s the same as if you were buying a home or a condor coop. Do the same dude illegitimate before you put that charity name in the the the chain of title. So you want to do an environmental assessment phase one? If that raises any issues, then you have to go to a face to assessment. If the land has buildings on it or a home, whatever you want to make sure that the building is all in code. So there’s there’s, that kind of an inspection, a building inspection title search to make sure that there wasn’t. There isn’t some defect in the title. Basically, all the things you would do as i said that you, if you were, if you were buying the place to yourself, whether it’s got buildings on it or not, before you took ownership of a piece of property, you want to make sure that it’s clean in all those ways environmentally title code and building inspection wise. Oh, and if you do all that, then you can end up with a really valuable gift of real estate. So you you bring up an interesting point. I hadn’t really thought about that chain of title that you just mentioned. Hyre so if i’m understanding you correctly, does that mean if if somebody were to approach an organization let’s say while they’re alive and they say, you know, i’ve got this undeveloped piece of land we want to leave, too, i would like to donate to your non-profit organization and if you decide to say pay well, great and take that piece of wind and then immediately sell it and let’s say, it’s sold within, you know, three months time and if you didn’t go through maybe something in the environmental assessment and then somebody down the line says, wow, i can’t believe x y z non-profit ever owned this piece of land it happens to have had, you know, contamination on it or whatever you’re saying it could end up coming to bite you in from almost like a pr perspective if your name’s somehow attached to it this’s like a law school exam there’s a bunch of things in the inn that hypothetical you just gave me the p r yes, but i think even potentially worse than that, although pr can be pretty bad there’s a potential for legal liability if it’s if it’s an environmental mess, then all the owners in the past and i’m not environment the lawyer, but i know a little bit a very little about it all the all the owners in the past are potentially liable for not having cleaned it up or possibly for having contributed to the mess. So and that applies to individuals to so yeah, that’s this is why we do environmental assessments. You can you can get in some really sticky legal trouble if they’re turns out later on a couple of owners later or something to be an environmental problem. And, you know, you didn’t know about it. You didn’t insure against it, things like that. Go ahead. I was just wondering, what about in the case of somebody who is willed a piece of land or a property that had some sort of an environmental issue from years ago. Let’s let’s, you know, think about somebody who may be owned. Ah ah, family run gas station for a number of years or something like that or on oil related business oil tanks or something. And then the spouse dies. The person continues to all the remaining spouse, continues to own the property, has no heirs and decides to leave it at her will to a non-profit so then i’m wondering what the impact is mean in this case kayman non-profit just say no, we don’t want it. No, thank you. Yeah, again. Sounds like a law school, hypothetical, by the way, i do recognize your turning the tables on me, asking me questions on guy and i don’t appreciate it. So you may not reaching your four with me? Yes, thie through the amount of time that you have to renounce a gift, i’m pretty sure that’s what it’s called in a will varies from state to state. It’s typically ninety days or, you know, maybe longer for any beneficiary of a gift by will to turn it down you don’t have to accept something that’s in a will, so if in your hypothetical the non-profit would want to do its due diligence around that real estate before it accepted the gift and within the time period that it can still turn it down, if it doesn’t want it. The only thing that came out of your earlier one was you said the the charity sells the real estate that’s a whole other issue. If it’s sold within three years of the time of the date of the donation, then that has implications for the donor’s charitable deduction. The donor’s charitable deduction gets reduced because if the charity unloads, i’m using an unkind word, but i’m not using a loaded word but gets rid of that gift within three years of the date of donation that it’s presumed that the donation was not part of their charitable mission, not within their charitable mission and therefore that the irs goes back to the donor who claimed the donation and that and the deduction associated with it possibly years earlier and reduces it from a fair market value to a cost basis. Don’t a deduction on that could be a huge difference. Between what it costs the donor to get something and what the market value of it was when they made the gift so big implications if charity does not use a gift if does not use a gift for at least three years, i have to go out in about a minute. Maria so i kind of took over your segment, but but you were asking me questions. So it’s your fault? Um, well, no, i mean, you know, you’ve given us so much food for thought, really? And i think, you know, the bottom line is you really have to be able to, you know, seek out the right appraisers, seek the advice of financial and law professionals when you’re going to be getting any sort of a significant gift. Ah, oven in-kind gift any non-cash related gift that you really do need todo your homework and and ah, and know what, what to look for here, i think it’s, good stuff. There are a couple of irs publications that will help you publication five twenty six, which is called charitable contributions and also publication five sixty one, which is about gifts, in-kind and those qualified appraisals and qualified appraisers i was talking about, okay, maria, we got to leave it there. Thank you very much. Thank you so much, tony maria simple are doi n of dirt cheap. You’ll find her at the prospect finder dot com and on twitter she’s at maria simple next week, you ex user experience secrets revealed and better tech r f p’s. Those requests for proposals those were both recorded it in t c twenty fourteen, the non-profit technology conference last may. If you missed any part of today’s show, find it on tony martignetti dot com generosity. Siri’s sponsors non-profit radio generosity. Siri’s dot com or seven one eight five o six. Nine triple seven our creative producer is claire meyerhoff. San liebowitz is our line producer show social media is by julia campbell of jake campbell. Social marketing and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Our music is by scott stein. You with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great. Talking alternative radio twenty four hours a day. 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