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Nonprofit Radio for March 24, 2017: Fire Up Your Board Fundraising

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Gail Perry: Fire Up Your Board Fundraising

Consultant and author Gail Perry will reveal proven techniques to motivate your board to step-up to their fundraising responsibilities. Her book is “Fired Up Fundraising.” (Originally aired 11/12/10. And board fundraising is still an issue.)

 

 


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Oh, hi there. 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. We have a listener of the week, sean congo. He e mailed me. I work in the innovation space and i find your non-profit radio podcast super relevant to what i do loved twenty seventeen legal tips episode thank you twenty seventeen legal tips episode that was aaron bradrick on january sixth. Jean takagi blew it. I invited him, but he couldn’t pull it together, so he had someone from his office do it. I’m not sure if it’s drugs or alcohol, it might be i don’t know. Maybe it is you tell me it might be drugs or alcohol. I just don’t know. Sean continues, i just put an awesome review and rating on itunes and just wanted to pass on the love, keep doing your thing and inspiring us to crush it. Well, it’s actually be great is what i encourage at the end of encourage it’s more than just an encouragement and explicit demand. Be great. So it’s not quite crush it. But it’s it’s i think crushing it is. Ah, is lesser than be great any case, shawn still grateful whether it’s crushing it or be great. Thanks for loving non-profit radio. Thank you for the itunes raid in review. Um, and you can find us on itunes at non-profit radio dot net. Just saying, i don’t know is that inappropriate self promotion? I don’t know you tell me, he’s shaun congo neo-sage a w n k a n ew ngo and he’s at sean congo dot com sean, thank you so much for the non-profit radio love. Congratulations on being this week’s listener of the week and i’m glad you’re with me. I’d get hit with ridiculous oh, gangly own itis if you got me nervous with the idea that you missed today’s, show, fire up your board fund-raising consultant and author gail perry will reveal proven techniques to motivate your board to step up to their fund-raising responsibilities. Her book is fired-up fund-raising and that originally aired november twelfth, twenty ten this show’s been around a long time, you know, we’re coming up on seventh anniversary in july every every july is another fifty shows, so in november two thousand ten, we were about joy was never remember four months old. Is that right? Yes, four months old. So the quality of my questioning may not be up to what you’re accustomed to in these days, but the information still very relevant board fund-raising still very, very much an issue seven years later, and we didn’t only start talking about it in two thousand ten on tony steak, too. Naps and that’s right naps two weeks in a row are you gonna give me trouble with that? We’re about it off my back with the naps responsive by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com and by we be spelling super cool spelling bee fundraisers we b e spelling dot com here is gail perry on firing up your board fund-raising from november two thousand ten, fire up your board fund-raising i’ll be joined by gail perry. Gale is a consultant and the author of fired-up fund-raising turned board passion into action. Her book title pretty much says it all, she’s going to share proven techniques to motivate your board to step up to their fund-raising responsibilities gayle’s book is published by wiley, and it is available on amazon gail’s. With us for the hour i’m joined now by the president of gale perry associates, gail perry is a consultant and author. As i said earlier, her book is fired-up fund-raising turned board passion into action, published by wiley, available on amazon dot com. Gail is an international speaker on this subject, and she leads her own has led her own consulting firm for over fourteen years. I’m very glad that gale’s practice brings her to the show today. She’s joining us from north carolina? Welcome, gail. How you doing? I’m doing well. Welcome. Welcome to the show. Pleasure to have you. Yeah. Why’s fund-raising important for board members. Well, actually, they they actually own for our big fun for it. And many say that they have a very bilich boardmember not agree with gail. I’m gonna interrupt you. I know you’re on your own. A vonage connection, i think. Is that you? Yeah. And it’s breaking up a little bit. Do you have another phone that you can call on and i will do a little a little song and dance while you call him. Okay. Please do this’s. Tony martignetti let me. Okay, i was all set for my song and dance like this, she cuts me off. We’re just having a little technical problem with trying to get a good connection from gail galley there matter-ness it sounds better. One we want to continue with the question why? And you cut me? I didn’t get to do my song and dance. You believe this? Alright, maybe. Maybe later notion. Uh, gail, you still there? There, gail that’s. Beautiful. All right. You know, this is live radio because this wouldn’t happen. Otherwise we have gale back, but we’re going to take this break. I’ll be joined by gail perry after this break. Please stay with me. 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. 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 do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff, sort of dane toe add an email address their card it was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were 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 dahna. I’m joined now by gail perry. Our subject is fired-up you’re bored fund-raising gail, you’re with us, right? Okay, excellent, much, much better and let’s go to that first question. Why is fund-raising important for board members? Gale? Well, boardmember have such a responsibility to make sure the organization is successful, but the problem is that many organs many boardmember zehr not enlisted a recruited on dh, told when they’re recruited that theirjob fund-raising so at the outset, they should be told they should be told, and it doesn’t happen. I think that non-profits or embarrassed to ask him or afraid to bring it up, and i think it backfired terribly because then the staff wants the board to helping fund-raising in the board says what? What do you what do you know? What about yes, you know, the chronicle of philanthropy just yesterday in the online edition had an article about the frustrations among non-profits that board members don’t step up to this important obligation. And on the side bar there were four articles going back to i think nineteen, ninety seven since then, and all of them had the headline’s something like non-profit boardmember sze don’t step up. To their responsibilities, and here was basically that four or five maybe articles since i think nineteen, ninety seven, i know this is an enormous area of frustration for non-profits yeah, it is, but the problem is that i think i think non-profits bear a lot of the blame because i think i think, frankly, i think their expectations are way too high. You can’t expect untrained volunteers to be successful in fund-raising when they’ve never done it before and they may not have the personality for it, frankly, i don’t want on that boardmember soliciting because they wouldn’t be good at it. You probably have to clean up. Okay, we’re gonna talk about that later on. But what other roles there are around fund-raising besides soliciting, but so you think you think the responsibility lies with the non-profit wants a little more about that? Yeah, there’s a there’s, a sinus flandez says, we all get the boards we deserve on that means that the more time and energy you spend on your board them or you get out of him, and i think that non-profit leaders need to take take a leadership role with their board and give them training and talkto them about expectations and talk to them about what it is that the job of the board members is to do because somebody boardmember don’t know, and i’m frankly, a frankly, i think a lot of people who serve on board are very well meaning people, and they want to do a good job, but you got to tell him what you need. Yeah, that’s always that’s always the case, they’re passionate about the mission, and i know part of your messages toe unleash that passion, we’ll get to that they’re always passionate about, otherwise they would have turned you down, you know, they care, but you gotta figure out a way to make it easy for him and make it fundez form and what are some of the challenges that that are either organizational or personal to board members? Well, you know, the one thing they don’t know anything about fund-raising they be racking, i think it’s unreasonable to assume that somebody can do a great job when they when they’re totally untrue ride and i’m a battle that weary, hardened veteran of twenty five years and fund-raising and i’m very comfortable with that i got his sessions, like write articles in conferences understand the techniques in the technology, so one of the rules is they don’t understand it at all. I think four members think that fund-raising is all about asking for money, and we all know that that’s not particularly good fund-raising because good fund-raising is much more of a cultivation process in the relationship driven process, but if boardmember think it’s all about asking and it’s all about money, then they freeze, you know, from from my perspective, i think fund-raising is about changing the world and helping children and helping the environment and all the things that you’re raising money for, and the board members get stuck in this mythology of what they think fund-raising years, and they make it into this horrible yucky, embarrassing, um, tacky, poor manners, you know, that they made it back-up also its myths about it, but when you do it right, it’s, a really joyful experience and your matching donors with causes that mythology often is carried on by the organization. Yeah, you know, i think i think i think fundrasing got a bad rap all around because a lot of people are nervous about it. And they don’t they don’t understand it. They don’t know how to do it well. And and it does take a special skill set really does. What about the the meetings that board members are attending and they’d be used for your left looking she’s laughing at me on my own show? You believe this? I know you. I know you’re laughing, but i’m a delight. Board meetings don’t think that board meetings are boring, and i think the board members would tell you that they’re boring and i would say to you, if you have boring meetings, what kind of a board? And you gonna have a board board? Uh, and if you have a board board, i don’t think they’re going to take action and fundrasing so it’s very important that we make boardmember into a cheerleading session and a and a exciting motivational experience now, that’s interesting. Sometimes, you know, something called a cheerleading session is used pejoratively, but obviously you don’t mean that. How would you turn boardmember into a cheerleading session? Well, you know, i think it’s gotta have some excitement in passion to it. I think the leadership has got to be passionate and excited? I think you’ve got to talk about important issues. You’ve got a door way. Shit boardmember time with crap. Excuse me. You know, um thank you. You bring in testimonials from people who who, uh, who are being helped by your organization. I mean, just last night i was doing aboard retreat with our local women’s center, and i asked the director to tell us a story of something that had touched her heart recently. And she said she told the story of this woman who had two children, preschool children, small ones. Her husband lost his job and he abandoned the family. And she was that her last resort. She didn’t know what to do. She was going to get evicted from her apartment. She has no money. She had nothing. Two small children had never worked outside the home. And when gene, the director of the women’s center, told her that that the women’s center could help her with her rent for a couple months so she got herself established. The lady burst into tears and gene in telling the story. Last night she cried, had a blower nose and and you know, it was in front. Of all the board members and the board members really got it about how important their work. Wass and it was a very touching and motivational. It was probably the most touching moment i experienced all weekend work. Yeah. That’s. An outstanding story. And in a in a board meeting. And what was the reaction to board members? Could you see any? Oh, yeah. Physical reaction. Thank you, teo. I think they feel that the energy. So i think a lot about energy. I think that energy probably maybe is the basis of all this stuff. Let’s talk a little more about that because you think about it a lot. What do you mean about energy? You know, do you let me give you a little example? Do you have a friend whose energy is like the cold, clammy kitchen sink? You know what has been friday night with them? Right? But do you have a friend whose energies like the warm sunshine and you want to spend time with them? And one of my great fund-raising motta’s is winding down. Throw a party because what if you could make what you’re doing fun? You would trap people, teo and it board meetings air fun. If the board members enjoy getting together, if, um, if they if you could make your boar biddies into a party and let people enjoy themselves, you attract more people to your cause. And if you’re having a fund-raising of yet turned that into a party and you will bring me more money. There’s a whole lot of this attitude about, uh, being gregarious and being i mean, you changed the world by expanding your energy and influencing other people. And if boardmember zehr embarrassed about fund-raising and embarrassed about, quote, hitting up somebody or something, their energy is going to be like the clothes cold, clammy kitchen sink. So i gotta get boardmember away from their myths about fund-raising being yucky and get him pointed toward maybe friendraising so they could be excited about what they’re doing and really inspired about the work. And and there are other activities which we’ll talk about that that are appropriate around fund-raising. It’s interesting that the act of fund-raising can be seen as yucky and clammy and dirty and embarrassing and begging, even which is a very debased form of human action or the same action at same activity fund-raising can be seen is one of the most powerful shining examples of compassion and human. Yes, i’m talking with gail perry she’s, a consultant and author of the president of gale perry associates, and her book is fired-up fund-raising turn board passion into action. Gail, aside from the’s, very poignant testimonials at meetings, how else can can we in live in this thiss passion? Well, i like, i’d like to ask for members by the care. What do you mean? Just go around the table and ask or, you mean, write it out? How? Well, how logistically detail? How would we do that? Development director for hospice tried the question with her group this way, she said to our board members, and they were very stiff bunch of noone who didn’t like they thought their job is to manage money, not to raise it, you know, that kind of people, and she went around the table and she said, tell me what? Legacy you’d like to leave from serving on sport, right? They went around the table. Whoa. And he said you would have thought i’d open the floodgates. She said she had never seen such emotion in such passion in these people and she said she changed way have a meeting she had had with these people in three years in a again a very telling story. Gale, we actually we have a call and i haven’t even said the number. Look at this. If you’d like to talk to gail are calling number is eight. Seven seven for eight xero for one, two zero, eight, seven, seven. Forty xero for one to zero and we have a caller. What is your name, please? Hi. My name is marion marion. Hi. Welcome to the show. Thank you very much. What’s. Your question for gail might. My question is, what are boardmember sze? We’ve made the mistake. Scale is already, uh, discussed in terms of we didn’t pre educate them about the fund-raising aspect. I guess going forward, you know, live and learn. How do we go forward in picking board members? How do we screen them and educate them before we picked them that this is going to be part of their job duty. And also does she have any ideas in terms of resources that we could use to get people over this hump of feeling like fund-raising is yucky because i agree with friendraising legally, maybe the goal is to ask those friends for money, and how do we educate our board members appropriately? Barry and i’m going to ask youto take the answer off off off line on the air because you’re breaking up a little bit, but we have your questions. Thank you very much for calling again the number the number to call is eight seven seven for eight xero for one to xero gale, what about the marin’s? First question on on screening board members? Well, let me give you an example. I’m chair of the board governance committee for statewide boarding here in north carolina, and we were literally a fund-raising board and we have changed our mission to write be much more specific about fund-raising and it’s, my job to be the rude i’m sorry, it’s, my job to be in charge of the boardmember recruitment process, not surprised, and so we’ve had people in action all over the state all year and, you know, feel feeling and potential boardmember and i have gotten off the phone with thes women that we’re enlisting, and i said, listen, i just want to go over with you, the expectations, and i don’t you to be surprised i said the really number one job of boardmember xyz to be leaders in their local fund-raising event in their local towns and do you have any problem with calling people for sponsorships and blah, blah, blah? And they’re very explicit to him, and they usually say, no, i’m happy to do that, and then i say and, you know, i just want to let you know that most of the board members almost all of us are contributing at the thousand dollar level is trailblazers and out of what be surprised about that either? And do you think that’s, something you could consider and the people i talked to said, yeah, i think i can consider that so it’s been it’s been amazing? That has been so easy for me to talk about it because it can be embarrassing, but somehow i’m not the person who enlisted them. I’m sort of like the policeman to screen them before they come on the board because they want to be accepted into this group of very high powered women, and they don’t want any surprises, and so they’re pretty grateful for the for the conversation with me, and they’re really what about putting these expectations in writing nothing that’s very helpful. So after you’ve gotten their verbal but there’s, nothing there a lot of organizations that have lots of written expectations that board members have signed and nothing happened. Yeah, well, ok, of course, that the writings need to be enforced mohr essential than the riding it out. Okay, think about it because you gotta oddball people or get him on the phone and very direct people don’t read stuff anyway, right? Well, but so are you suggesting a conversation and then something in writing? Onda writing, of course, needs to be enforced. People don’t enforce stuff going just although i do know a couple of boards that they give their boardmember xero sort of a report card at there place every board meeting about where they stand on their commitment. Yeah, well, i think we’re going to talk later. That’s wonderful! We’ll talk later and we’ll talk later in the hour about self assessment in just a minute, we have left before a break. Gale, can you share with our caller the sum of the second question cem resource is for making fund-raising more appealing. Yeah, and if i could suggest a my website gai o perry dot com, i have a ton of articles, uninspiring board members and lots of different techniques in conversations to stage with them to help them change their attitude about fund-raising i think you need to have a frank fear of convert xero fund-raising ization, um, and that i think that’s very healthy and what you call it cleansing moment, so let him throw up about it. Uh, and then you’ve gotta have a conversation about abundance versus scarcity and about the importance of optimism and the connection to their passion and then friend making such a big deal because, frankly, i held my speak all over the country on this, and i’ll tell everybody i would rather have a friend to my cause than a donor. Excellent gail, we’re going to take a break. Those resources are available at gail perry dot. Com and you’ll also find a link to those resources, which are which are excellent. I was through them on my block it mpg a dv dot com under the show today’s show post we’re going to take a break after the rake. Of course, gail parry stays with us and hope you do too more with gail perry is coming up first. Pursuant, they have the replay of the break through fund-raising webinar it is up and it’s pursuing so you know that it is free if you want to break through two extraordinary fund-raising this is going to help you out, you’ll figure out the invisible obstacles that are holding you back. Affiliates here is another resource you can take advantage of if you couldn’t make the live webinar catch it now sometimes the timing doesn’t work out for our affiliates, but now you get the archive version it’s up it’s at pursuing dot com click resource is than webinars couldn’t be simpler. We’ll be spelling spelling bees for millennial fund-raising how about a game show in a local place as a fundraiser? That’s what these bees are spelling bee concert stand up comedy live music, dancing check out their video it’s that we b e spelling dot com very cool events now time for tony’s take two. I love naps and get off my back about it. Yes, it’s two weeks in a row, back off, it’s my show i’ll do whatever the hell i want and i’m a fan of napping you only need research says about twenty minutes toe work more efficiently for the rest of your workday so give in to that post lunch slump. Naps are encouraged all over the world and my video has links to research the twenty minute research. And i’ve got a link to worldwide nap culture and also a link to a video that i did on minute sweets when i was at the d f w airport, where i wake up from an in sweet nap and i review that service minute sweets at airports, they’re they’re cool. I got a link to that also, the video is at tony martignetti dot com all about naps gotta love him. That is tony steak too live listen, love goes out were pre recorded but the love goes out on the day that the show is live then not. Now i have love, but it’s got going out now it goes out. Then this day, today in the future, the live love, everybody who’s throughout the world. We know they’re in asia. We know we got asia. Ah, we know we got california. We know you got new york, new york, they’ve been. You’ve been very consistent. New york, new york, new bern, north carolina consistent so the love goes out to the live listeners and quick on the heels of the podcast pleasantries to the over twelve thousand listening in the time shift very, very glad that you are with us. That’s the vast majority of our listening audience pleasantries to the podcast listeners and the affiliate affections got to do him am fm affiliate stations throughout the country later station know that will be be glad i get occasional feedback, but not too much from our am and fm stations. Let them know you’re listening. Please do a service to them and for non-profit radio our affiliate listeners throughout the country on the am and fm stations, the family of the family of stations non-profit radio i’m glad you’re with us affiliate listeners here’s the rest of gale perry on firing up your board fund-raising my guest is gail perry, the author of fired-up fund-raising turned board passion into action that is published by wiley and available at amazon. Gail, you left with a very interesting ah sort of ah, phrase, repeat that for us and let’s let’s think about that. Grantmaking i don’t want to see it. I said i would rather have a friend to my cause than a donor rather have a friend in a donor, and people are shocked when i say that it’s a little more about the reason is that i ask everybody, what will a friend do for you? You know, and friends to your cause will do everything in the world, including give money, and so maybe we do need to change our fund-raising in the friend making, because if you make friends out of your donors and bring them much more deeply into the cause and get them really involved, then they’ll stick with you for the long run, and we have a terrible problem in fund-raising ofwhat we call donorsearch trish in which is, of course, the fact that donors give once and then they slip away. Or give twice and they don’t stick around. I mean, do you know that the donor attrition and i do not know them, but before you, before you cite wth, um, i do know that it’s it costs a lot more time and money to find a new donor than it does to treat well and retain an existing donor. You know, i was reading some statistic. They said it was it cost ten times more to get a new donor or a new customer for business than it does to retain one of those attrition way halling statistic is that across the board, the probability that i will make a second gift, your organization, after i made the first one, is only fifty percent at really that’s the high fifty percent, really some other studies cited even lower than that. And so i would say that non-profits are failing miserably, a customer service and donorsearch so therefore maybe maybe maybe we do need to focus on our current donors and love him a lot and involving more daily rather than going out and beating our heads against the wall in the much harder work bringing and, of course, every organization is going to have their own statistic, which they certainly should be tracking their own their own donor, tricia, while they ought to be, i think, tracking their own donor attrition on dh if they find that number to be hi, that percentage to be hi. What? What can they be doing, teo? To reduce that to reduce the attrition? Got lots of things they could do you that wee hollow. How old movement in fund-raising called donor-centric fund-raising and that there was just a twitter chat on that topic that i was following a little while ago. Donor-centric fund-raising means that you are thinking about your donor rather than yourself all the time. And you communicate with your donor frequently with cheerful news about the results that you’ve achieved in the world with their gift. And you do everything you can to make the donor feel passionate and connected. You invite, um, two special things you send him special mailings. You you do not, uh, meaningful information about what you’re doing does not include a boring newsletter because studies show that most donors fund that non-profit newsletters are boring and they don’t read. Um and you know, somewhere some organizations have what they call a donor appreciation of the end if something signs boring that sign sporting, i’d rather go to a barbecue. Some eyes have to settle, celebrate the donors, but not to a donor appreciation of. So i think non-profits need to think a lot more entrepreneurially about what donorsearch customer service really looks like and be creative with whatever the organization does in terms of programming to bring violent, bring donors in so programming communications. Well, thankyou statistics show that the phone call thank you probably is the most powerful to keep a donor giving and connected, and i think one of the best ways well, i don’t know. Ah, great way for donors for board members to be involved. Eyes making those thank you calls. Absolutely. I have some clients who do that, others don’t but just a simple just called to say thank you not to ask for anything more, not even to invite you, but just to say thank you, right? And i’ll be. Burke is the great canadian researcher has done a study after study on the statistical results of what happens when boardmember say thank you and interfere, make a phone call to say thank you and hurt her very first study that she’s repeated over and over with many different sides organizations. Here’s the first study is amazing, she’s working with the canadian paraplegic association and they were doing a phone mail campaign all across canada, and the average gift of this campaign was twenty six dollars. And she did a test and had the board members make a thankyou phone call within twenty four hours after the gift was received to one out of every ten donors on that big campaign. So they they made their phone calls. The boardmember had a great time. They enjoyed it. It was theory well orchestrated. Five months later, they re solicited both group, the group that hadn’t gotten a phone call and the groups that had gotten a phone call. And so guess how much muchmore money? The people who were phone called game i don’t know, did a double thirty nine percent there, nine percent more from the ten percent so here’s proof that boardmember can directly impact the bottom line and fund-raising without having to ask for money, right? And that’s what we alluded to earlier it’s, not it’s. Not all about asking. Oh, and so that’s that’s what all of my message is all about? And i think border treats around the country, and i’m very popular with boards because i give them easy ways to make a difference and fund-raising that don’t involve asking, so they like me and also try to turn the retreat into a party and they like that. Yes, well, you’re very popular with tony martignetti non-profit radio, but we got to call you before i had announced the phone number to call. Well, i’ve been a little tweet out a minute ago, you know, thereby calling like that she’s tweeting while she’s talking to me on the phone. Now, what about that previous guest? I had alice march, the attention factor and that’s that’s not good practice norvig i’m sure you did it on a break. Did it break? But the number to call if you do want to talk to my guest. Gail perry is eight seven seven for eight xero for one, two zero, eight, seven, seven for eight xero for one to zero and gail is the author of fired-up fund-raising turned board passion into action. What else? Gail? Besides the simple and the thing that something that everybody would love to do besides those simple and pleasant, thank you phone calls, how else can we engage board members? That is not a direct solicitation. Well, one of the when i was writing my book, i interviewed a lot of the bank of directors, and one one person just said something so tellingly, she said, if i could just get my board members open doors, that that would make my make my life so much easier, but they are embarrassed about opening doors, and they think it’s all about money, and they won’t do it. And so let’s, let’s give some thought about how boardmember can open doors in a way that is easy for them and playful and fun and is like throwing all their friends onto the bandwagon rather than being stiff and awkward cause you know, i like i like the metaphor of a bandwagon latto boardmember that everybody they know, especially their family and close friends, needs to know that they are very excited about thiscause, and they spend a lot of time on this call, and i’ll tell, i’ll tell boardmember that, um, you know you’re familiar with the concept, of course, of barrel marketing and the notion that ideas are viruses and they spread and hotel boardmember they need to be sneakers everywhere they go, they need to be sneezing on everybody, you know, to spread a cunt contagious epidemic of happy news about the work that they’re organizations doing to make the world a different place, a better place. So that’s just asking them remember, laugh then light back-up thinking they understand the concept of sneezing on everybody, they know if they can do that, so we have to we have to in order to help them sneeze properly. The have found out that board members don’t know what to say. If you really think about the good book, they don’t know what to say and that even boardmember have come to me and they say for when i have a chance to talk to somebody what i talk about, wait before we talk about what it is you want them to say, who is that they should be talking to, well, sneezing on who they need every boardmember even if they say they don’t know any quote, wealthy people unquote, every boardmember has relationship that can help forward their organization, it might be with a church group or a club or a foundation or corporation or maybe they’re wealthy. And what about their co workers? Well, their coworkers too, although sometimes co workers, um, is your employee anyway, sometimes that can be a little touchy. However many businesses adopt causes for their employees to get involved in. Okay, that is part of a team building so it’s, very broad, mostly personal relationships, personal networks, and this is this is a country back-up all the social networks that any one person has. I mean, i’ve got my hairdresser, i’ve got my dry cleaner, you know, i’ve got my extended family, which is very large professional friends, social friends, you know, most of these people know that i’m wildly passionate about a couple of causes and that they’re always invited right now, your advice is your advice, gail is gail don’t matter that’s why they went down to a party it’s a matter of getting boardmember into a different spirit about their call, okay, but what should they be? What should they specific? Find a spirit of inviting people on a spirit of sneezing everywhere, talking about it and not being afraid or embarrassed about talking. And what should they be saying? Gale? What specifically? Well, you know, like the women’s center last night we talked about wait, we did a little bit of messaging, we did it, we did a mingle exercise, and i asked everybody in the room to get up out of his chair and find another boardmember and just tell him why they care so on, and we did that three different times, they find three different boardmember zor four different board members and just shared a conversation that while they cared, and so i think, what a boardmember should talk about it. Why think here about the organization? Because that is an impact statement it’s not specific, it usually doesn’t have programs and services and data, and it has an emotional story that comes from the heart. Give us an example of a statement like that. Well, i believe in the women’s center because alright, i’m involved this organization on the passion about, i think politics for hobby and it’s a pack and, you know, i’m a active democrat and also it’s all fundraisers to be active in. Any politically and either side, because it’s good it’s good, it helps your fund-raising at multiple levels, i’m passionate about the democratic collison selecting women office, and i just believe that when mohr women are in the general assembly of north carolina, we have better laws for children, for victims, for the environment, and women deserve the voice and they need the voice. And so that’s my personal opinion about why i think my organisation is important, okay? And so the women, they’re people, they could say, you know, i’m just so worried because these these homeless women and children are the most fragile people in our society, and they’re right in our backyard, and it breaks my heart to see him, and we really need help and it’s an ideal way of opening a conversation about the organization that you’re so passionate about and bringing more friends to it that’s the whole objective and you know it say, boardmember don’t have to have a big each prepared right. They can just talk about their own personal opinion about what’s important, and they could do that because they’re not going to forget that they might forget the mission statement in the three million marketing messages, but they’ll remember why they care, you know, what’s another way, way, actually, before we move on to the other additional ways, i do wantto put a disclaimer in that gale’s evidence of me. I mean, advice of sneezing is contrary to the centers for disease control recommendations that your sneeze into your elbow that is not. She does not want to seize a terrible shoretz you sneeze openly broadly, and the b aerosol ing your good message throughout the subways and your community do not sneeze into your elbow. Gail, how else again? Thiss to me, i think, is the crux of our whole conversation. Ways specific ways that board members can be engaged. That is not a solicitation. How else? Alright, now two of my favorite ways our host tours and host small social um, i think it’s just thinking your temple non-profit if every single boardmember hosted on event in their home just to introduce their friends to the cause no soliciting, just introduce. Um, just think what networks your organization would open forth for the future. Boardmember, for example, we had a new director of the carolina ballet here in north carolina and almost like a ballet boardmember and i had a porch party to invite introduce people to the new artistic director and it was way had about twenty people who came and forty people invited. And you have a very big porch. Yeah, well, having a big old southern front porch. I have a lot of parties here in new york city. We have a balcony. Party would be a boardmember in the executive director squeezed onto a balcony. It’s about fourteen inches wide deep. But that’s that’s only applies here. Wait. We have a national audience listening, right? Not your we certainly do. In fact, that i have a porch party really goes over well in texas and some of other places i worked. But from that porch party, the ballet got eventually a wonderful new boardmember and a major donor. And it was the first time these people had been introduced to the ballet and i the boardmember didn’t have to do anything. All i had to do was have a little party and tell everybody that needed to meet this hot new gun town. So it was very easy. And it was i wasn’t very one. Self conscious are anything. See, the problem is that boardmember think it’s all about money, they’re not going to do it because they’re energy’s gonna clam up, and they’re going to feel self conscious and awkward, and they’re going to back away it’s, not about money, it’s, about introductions, right? What about making friends? Because even if people can’t give, they may have other relationships they can offer that can open doors. And if you think about the vast possible network that your organization could make use of, its better it’s, good to think in a very broad picture. Yeah, we have to take a break. My guest is gail perry, the author of fired-up fund-raising turned board passion into action. Take this break, please stay with us. 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 orc. And naomi 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 guess directly. To sign up, visit the facebook page for tony martignetti dot com. 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. Lively conversation, top trends and sound advice. That’s. Tony martignetti non-profit radio. And i’m lawrence paige nani, author off the non-profit fund-raising solution. Gale, let’s, let’s. Spend our remaining minutes talking about let’s. Get at least just one more idea how boardmember is khun do something fund-raising related. That’s not a direct solicitation. Yeah, something else that i find very helpful. I call it the v i p prospect game. Always like to make everything into a game for boardmember because it’s sounds a little bit more interesting and fun. And you’re gonna explain what the viper prospect game is, right? Okay, no dark in jail today and here’s the but the issue i’m tackling is that board staff always asked the board over and over for names of people and everybody boardmember every boardmember starts to give ten names san and boardmember won’t do it because they don’t know what’s gonna happen to these people after they name has turned our turned him. So what i do as i tell everybody to take out a sheet of paper that they do not have to turn in and just think for a minute, see if they could make a list of up to ten people who could catapult your organization to a whole new level catapults. And i’m not talking about messing around. And on and then i’m quite i give about five minutes and our mind and that these three people could be representative corporations. They could be a state attorneys, they could be government agencies are elected officials, they could be individuals, corporations, foundations, united club social club um, and i try to broaden the basis for the board members to consider all the possibilities of relationships they have, they could catapult their organization, and so i give them practice, right, creating a prospect list and thinking about this without being self conscious, that they have to turn in the name, and then that step one step two is that i asked them to turn to the person next to them and just discuss one of the names on one of their lives. So what i’m doing that there is giving them practice losing from prospect identification to actually considering strategy and it’s, a low key, low pressure exercise that help support members, get them warmed up to the whole idea of thinking big, talking about specific individuals and then moving to strategy of how we can open the door and cultivate a deeper relationship with this entity or this person. And what i do after the exercises that i’ve tried to create a viper task force committee and of the board members to need after the retreat because we used to do this in a retreat for man meet after the retreat and come up with the prospect lift and the staff is going yes, thank you, thank you, thank you, because the staff has been trying to get the board members to do this forever, but the way they were being approached made the board members feel uncomfortable and the board members would back away. So again, you know, master, a playful, lighthearted approach to a topic that can be very scary for people has been helpful. Yeah, we just have about two minutes left. What about board members that aren’t going to jump on board with this? They’re they’re just so let’s call them just difficult board members, they’re not coming on board with these with these ideas. How do we manage those? Well, you know, i started managing my expectations. Um, i think it any board, you’re gonna have a handful of people who are dead weight and if you beat yourself up about trying to get these people at you’ll kill yourself. I just been tryingto tryto keep him quiet on and hope they don’t cause any disruption. And then i’ll pull out my term limits to make sure that we can rotate them off the board. Yes, written term limits, which also need to be enforced. Absolutely latto don’t. Okay, what if eso you you’re really so your advice is just bide your time until the term limit ends, and it could be in the beginning of their term? Well, you know, i think i have a friend who was is in the second director he when he had boardmember you weren’t showing up doing what they needed to do, he would go meet with him and he would say, you know, is there another way you would like to be involved with our organization or serve our cause? Because since you can’t quite do the boardmember job well and i say that, and he said they were relieved because they were feeling guilty. Yes, they felt guilty and didn’t want to let the organization down, and i thought that peer pressure is a huge motivational factor because nobody wants to look embarrassed in front. Of their peers. Everybody wants to do come to that board meeting prepared and having done their list that they said they would do so i find pierre pressure very, very helpful. And so you have to board meetings, have to praise the people who are performing, and you have to honor and recognize them. And i think i think it’s all about motivation and team building. Yeah, we have to leave it there. I’m sorry. Our time is up. My guest has been gail perry, consultant as president of gale perry associates and author of fired-up fund-raising published by widely available on amazon piela one. Thank you very much for being on the show. Thank you. Yeah. Remind people that my web site is gail perry dot com and their lots of articles on resource is there that you can? All right. Thank you very much. Ok, bye, gail. Next week, who needs campaign counsel? Peter panepento walks us through his report on self-funding campaigns. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. We’re sponsored by pursuant online tools for small and midsize non-profits data driven and technology enabled. And by we be spelling supercool spelling bee fundraisers, we be e spelling dot com. Our creative producer is claire meyerhoff. Sam liebowitz is the line producer. Betty mcardle is our am and fm outreach director. Shows social media is by susan chavez, and this music is by scott stein, here with me next week for non-profit radio, big non-profit ideas for the other ninety five percent go out and be great notice. I didn’t say crushing. Hey! What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful posts here’s aria finger, ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric 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. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com.

Nonprofit Radio for March 17, 2017: Your Board As Brand Ambassadors

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Roger Sametz: Your Board As Brand Ambassadors

Does your board know the basics of your brand? Do you? How many volumes in your story library and how do you build your board’s talent at sharing them? Roger Sametz is president and CEO of Sametz Blackstone Associates, a brand consultancy. (Originally aired March 20, 2015)

 

 


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Duitz hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host it’s st patrick’s day happy lafell napor egg. Oh, i’m glad you’re with me. I’d get slapped with a diagnosis of busan. O sis, if you made me cotton up to the idea that you missed today’s show you’re bored as brand ambassadors. Does your board know the basics of your brand? Do you? How many volumes in your story library and how do you build your boards? Talent at sharing them? Roger sametz is president and ceo of sam it’s blackstone associates, a brand consultancy on tony’s take two naps that’s, right? I said, naps. What about it? My show? I do whatever the hell i want. We’re gonna talk about naps. We’re sponsored by pursuant full service fund-raising data driven and technology enabled you’ll raise more money pursuant dot com and by we be spelling supercool spelling bee fundraisers we b e spelling dot com here’s your board as brand ambassadors. Roger sametz is with me in the studio. He is the president and ceo of sam it’s, blackstone associates, boston based brand consultancy integrating brand editorial and digital strategy with design and digital media they work with academic research and cultural non-profits as well as corporations roger rights and speaks widely on brand building he’s at sam it’s on twitter and his company is at sametz se m e t z dot com. Roger sametz welcome to the studio hyre glad to be here. Pleasure, but it have you ah, why do we need board members to be brand ambassadors? Why important? Well, a lot of board members, you know, sign up to be born members and given of their time and money and expertise, and they don’t actually think they have to do more than that. But there’s no marketing or development department in any non-profit of any size that actually doesn’t need help, and board members have networks, so to the extent that they could be out there and actually talking to their networks in productive ways, are opening the doors for the fund-raising staff for being an extension of the marketing staff, that’s all to the good, and what does it mean to be a brand ambassador? Well, to be a brand ambassador means you have to sort of first sounds tautological. Understand the brand so that you could be out there and actually talk about the organization and what it means and what its vision is and how you might, you know, convince other people too participate, donate or even be another boardmember and this is something that can be trained, since, since people don’t come to the organization most likely with the skills, they can learn them, of course, well, boardmember is generally have no aptitude for learning things, or they might not be on boards, so sure, and a lot of the work we do with boards actually happens in ah boardmember ing setting, or perhaps a retreat setting or some sort of special meeting because if you come into a board and you know you’re the finance guy or you’re the you know, you’re the lawyer who helps out or, you know, help out and, you know, some particular aspect going out and chatting may not be something that you’re actually conversant in or have done, how come they’re not? We’re not natural ambassadors, brand ambassadors because it just come naturally? Well, i think part because we love the organization well, part of it may be that some people, of course, are better actually having conversations and drawing people out and others. But leaving that to one side, people come into organizations because they know some chunk of it. You know, you come in because you care about the kid’s education problems you came or you care about, you know, their hunger programs or something. But you may not know the full scope of an organization. You may only know that sort of bit that, you know, touched you. So part of the education process is getting people up to speed on the whole of the organization, and then, you know, coaching them like you would coach anyone to anything to be more comfortable. All right, on dh to start this coaching training we need we need to recognize that there’s a gap between i think, the way they weigh the organs, they perceive the organization on the way they like it to be perceived. The way they describe it on the way they’d like the organization to be perceived. Help him. See that there’s. Some dis constants there. Sure. I mean, often leadership in an organization or the person charged with stewarding. The board is pretty clear. That their boardmember zehr not really good ambassadors. And then there are plenty of board members who, when asked to go out and, you know, be ambassadors, sort of look at the clock or look at the floor or say, not my thing. Um, but there’s a sort of an easy exercise that one can actually do and it’s sort of fun. So take a board meeting, take twenty minutes onboarding pass out a bunch of four by six index cards and ask boardmember is on one side. Write down how you actually describe this organization, the friends of yours at a cocktail party or a barbecue or something. Give them seven minutes or whatever to do that, and then ask them on the other side of the index card to write down what they might like to see if the local newspaper we’re writing an article on the organization so typically a newspaper will write, you know, x organisation comma, eh blank comma. So, you know, there was three or four words there that come after the name of the organization that are sort of pinned to it in the first paragraph of some article, so ask the board. Members, what would you like to see their so the first side of the card is, how would you actually talk about this to some peer in a cocktail party? The second side is sort of this distillation, this aspirational take on how you’d like to actually have the organisation described. So you do that, and the reason you actually using index cards is so tony who’s sitting next to janice can’t say, oh, you know what jenna said so people have to commit to writing on dh. Then you go around the room and you share what people have written on both sides of the cards and two things. If history is our guide will happen, you either end up with or either or both, you’ll end up with very disconnected descriptions of the organization as you go around the room you start to get thes looks like, oh my god, we really are not singing off the same page, and then when you get to the second side of the card, the aspirational side, you’ll get these completely different visions, so just doing this exercise will make pretty clear to people that, hey, we could use some training. Yeah, sounds it sounds very eye opening, especially the aspirational side, the way you’d like the organization to be described. But in your experience, you see lots of lots of disparate answers to those. Well, you do. I mean, boardmember czar recruited or they sign up, but they’re not part of leadership. I mean, they’re not sitting in the, you know, ceo or executive director’s office, so they may never have actually been in on the vision of the place. So there’s some catch up to do ok? And, uh, they need to become masters of the the brand, the organization’s brand. What are what are some elements of brand this a very ethereal thing that a lot of people regrettably reduced to logo, logo in tagline or something? Dahna we know it goes a lot deeper than that i’ve had guests on who have made that very clear, but what are some of these? Whatever some of the concepts around in brand that we’re trying to grasp? Okay, so if you think of brand not as the label on the toothpaste box and certainly brand in the context of non-profits is fairly recent and there’s still a fair amount. Of resistance around that because there will be many people who think it’s too commercial. But if you think a brand, not as to your point not is the logo a locally sort of a symbol of the brand. But if you think about it as what an organization means, what it promises, the expectations it sets well, then that’s a whole different way of looking at brand so boardmember is have to sort of understand that, but took sort of get to that. I have to sort of get under that hood. There are some sort of grand basics to go over. So we started meeting to go to talk about what is an organization. Means so you need to understand. Okay. What’s the organization’s vision. They may not be clear on that. What are our areas of focus? Which means, you know, if we’re an anti hunger organization, how we actually, you know what? One of the areas in which we’re working to accomplish eradicating hunger. What of the roles we play? You could be a convener. You could be, you know, an inventor. You could be any number of things. But constituency out there are not gonna remember seventeen programs that you have, so you need to sort of boyle is down into a finite number. I don’t know three, five areas of focus and rolls that people can actually remember. And then the sort of more evocative side of this what are the brand attributes that you want? Associate it. So these air generally adjective. So to take commercial metaphor here, you know, volvo has always been associated with safety. Then they sort of managed the product and brand slightly differently, and they kept safety and added performance. So organizations tend to have attributes that they own that are already associating with them, and attributes that they would like to have associated with them, which will call aspirational. So if you work through these areas of focus, the mission envision the rolls and the attributes both owned an aspirational you get a pretty good sense of the underpinnings of how an organization can be presented externally. All right, we need to dive deeper into some of this because it sounds i mean it’s very basic to the organization, the its promise. What are the expectations? I know when you didn’t mention that i know is part. Of it, how do you measure success? This is not something that, you know, if it’s not already clear, we’re not gonna be ableto answer all these questions in a in a board meeting is strategic planning up a part of this process? Well, strategic planning certainly could be part of the process, but leadership also may know some of this, but the board may not, so no, some of it so you certainly could have sessions where you educate or you could use the board, too, actually surface these by putting a big post its around the room and actually putting these topics down and writing down different suggestions and then sort of figuring out where you are, okay, we’re gonna go out for a break and when we return, of course, roger and i’m going to keep talking about your board as brand ambassadors stay with us, you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Welcome back to big non-profit ideas for the other ninety five percent. Let’s do some live listener love and let’s do it starting abroad. Tokyo, japan and multiple tokyo, japan and musashino in japan. Konnichiwa, seoul, south korea always so loyal soul. Unbelievable! Anya haserot to our listeners in seoul and in china, we’ve got none jing and guangzhou konnichi wa live listen love here in the u, s st louis, missouri, sioux falls, south dakota, san francisco, california, new york, new york welcome each of you and, of course, podcast pleasantries to those listening wherever you are at whatever time on whatever device pleasantries to the podcast listeners over ten thousand of you and to our affiliates, affiliate affection love each of you let’s have a little rations on non-profit radio an abundance of them i admire. I like now. I like a little rations. Roger i yesterday i was speaking at a at a a present. I did a presentation on hosting a panel, and i met a boardmember for ah who’s on the big apple circus board. I don’t know if you’re familiar with big circus, there sure are a lot to new york and one of the things she lamented is that they’re not too well known, but i think she was an excellent brand ambassador because within a minute she had me understanding how first, reminding me that it is a non-profit which a lot of people don’t know, but that they use clowning techniques to help children in a bereavement program that they have, and also a clown, techniques in education, on some of the outreach in the school programs that they have, and she ticked off like three or four things within a minute or a minute and a half that i had no idea of the big apple circus did. Um, and i just i i complimented around being ah ah, an outstanding bruh broad no, outstanding brand ambassador that was jenny keim, virginia chambers kind. But jenny keim is what she goes by. I was really struck teo to meet a riel what i thought was a real good brand ambassador boardmember well, it seems like she was pretty clear on as we were talking about before the break the organization’s rolls? Yeah, it’s areas of focus, she made it clear to you, you know that it wasn’t on profit, which could have been ambiguous, and she clearly engaged you. So whether she comes by this naturally or it’s been soaking in it or had some training you, but i don’t know, but that is what we’re aiming for. I urged her i told her that if her fellow board members are not as good ambassadors as she, that she should listen to this exact show because you were coming on the next day, just yesterday, some of these basics that we were just talking about seems to me that the organization should already know all the stuff that you mentioned mission values, expectations who with constituents he should already be known factors leadership certainly should know all of that, but sometimes they actually get a little bit down in the weeds. So if you’re an organization that has seventeen different programs or you’re an academic research organization that has seventeen different labs or whatever, people often sort of stay at that program level and don’t actually think about how can we group thes into, you know, sort of higher level categories or buckets that people could more easily understand because they’re so focused on, you know, keeping the ship going. In the right direction, so sometimes they don’t think about that, and also there’s we determined over these over the years, people within non-profits see their value as self evident, you know, i work here, i believe in it. You should believe in it too, and they don’t quite understand that it actually takes more work to get someone who’s only connected tangentially or not connected at all to understand it. So there’s work to do to move from that sort of internal. Ah, phew! Point to being externally focused, what you need to do if you’re trying to, you know, get more donors or increase your participation or, you know, whatever, with people who are not in the fold, how do you find boards take to this work? Are they enthusiastic about the idea that we’re gonna be talking about brandy and being an ambassador or however it’s described to them? How did they how did they how did they take to it? We’ve always found that people were actually quite thankful because they’re they’re nervous. They know that part of their role is to be ambassadors, but yet they don’t really know howto ambassador for might arise, yeah. So, you know, any sort of help that gets them into position of, you know, both comfort and sort of fluency so that it feels natural and not nervous about it. That’s great and a lot of the exercises that we sort of put together, they’re helped by wine there, helped by camaraderie fluid. Sure. So you could make these exercises fun. And to the extent that they actually build fluency within a specific person, they’re also building deeper engagement of your board, you know, across all the members. Do you find red or white? Wine is a better, better beverage to accompany this. And then i think people could choose either one. Is you’re you’re agnostic. Teo. Totally. Okay. Okay. Um how let’s. See, when? When organizations are coming to you for for help in this area. What kind of symptoms are they showing? How do they know they have a problem? Well, we talked about that index card exercise before the break, which is sort of a diagnostic tool. But i think organizations khun simply know they need some more help from their board members. I mean, any non-profit board needs their board to help open doors for fund-raising and that’s only gonna happen if the boardmember is, you know, comfortable in fluent and can you no understand enough to actually make that happen? No, okay? And they so is it usually the case that the organizations do recognize themselves that they’ve got some some shortcomings around their their boards participation in fund-raising sure and or is just a good idea, okay? And do you describe when you’re when you’re when you’re about to come to the board, do you describe it as we’re going? We’re going to help you, coach youto be good ambassadors? Oh, absolutely, i mean, there’s no reason to hide around this kind of people, you know, they’re ashamed of it was just one oh, no, no, they’re generally up for it, okay? All right. There are for the help askew described. Okay, um, so let’s, let’s talk a little more about some of these some of the basics of the brand there’s, some more elements to it that we haven’t talked about, like like who do we serve, where we focus on what is a mother? Sure. So so almost any non-profit is going to have a range of constituencies, so, you know we’ve been talking about donors, donors are one constituency people actually take advantage of your services and offerings. That’s, another constituency, you may have partners, you may have government agencies you may have, you know, people you’re trying to recruit as staff. So all of these people have slightly different needs about what they need to know about your organization that orders or connect in ways that make sense for them. So you need to identify constituencies and what they care about so that you can sort of rearrange things in ways that make sense for them. I mean, you would do the same thing and planning a website. You named one very interesting potential potential employees, people who use you’re hoping to recruit to the organization. Ah, a brand ambassador, boardmember could easily be talking to the next cfo or or any person, any level? Absolutely. And, you know, given that non-profits generally pay less than profit organizations, you have to want to be there. So to the extent that the brand is another reason to want to work in that work for that organization that’s all to the good. But you have to understand that in order for that to be, you know, a magnet, our next step once we’ve well have we exhausted all the basics of the brand before we go the next step, i think we have i think, if we understand, you know, areas of focus and rolls and the only thing we didn’t talk about was sort of category, which sounds a little odd, but sometimes boards have a hard time articulating what exactly are you know, are you an anti hunger organization, or are you a social services organization really instant? You find that we often find that, and so that that sort of stymies people, that that first level of conversation, if they can’t even clearly say, you know what category the organization? So it sounds simple enough, but when you sort of put to the test, it isn’t that simple, and often it actually takes some work to both evolve and then subsequently get agreement on interesting. So so that actually it’s a good agreement on so there’s differing opinion as to whether we’re we’re social service or community based? Or, you know, however, we defining ourselves, you get your getting different opinions around that you will get different opinions. And you’ll get different language, even around the same opinion can share a any chance you, khun recollect what we’re working with, that we’re working with one organization at the moment. That’s a non-profit that actually helps. Non-profits and part of the organization thinks they’re in the capacity building business, which he’s probably accurate but not particularly mellifluous to talk about and part of the organization thinks they’re in the business of shifting power and influence to change values in society. These are two very different ideas. Yeah, now they actually do both. But if you’re out there talking about it and you pick one or the other, you get a very different picture. And how does the process mediate these different opinions? Well, this would actually happen at a leadership level and not a board level one would have one would have the chats, and we do have the chats with senior leadership to sort of nail this. All right? This is very, very esoteric stuff. You’re dealing with this brand well, yeah. It’s always interesting and there’s a lot more to it. Then, you know, the star burst on the side of the toothpaste box. All right, um we once all the board members are, are comfortable with the brand basics, then we’re going to help them put together a new elevator speech, right? Sure. Ok, everybody wants one. This is a couple minutes like, i basically what i heard about the big apple circus from from ginny kind well, everyone, you know, elevator speeches just shorthand for what’s your high level message, but implied in this it’s the notion of being able to have everybody on the same page. So one template that you can use actually comes from a game that some people may have played earlier in life called mad libs, which was, if you remember, there was sort of a story on a pad and there were blanks, and you were asked to fill in a noun or a verb or an adverb, and then when the story i read back, you know, some level of hilarity and because of the words don’t make any sense. So when you do this on a brand focused level, you’re actually looking for more specific things, so the template runs something like it will try to draw this in radio air, okay, for whatever constituency, so if you’re an arts organization. You could be art’s interested. Public could be prospective donors. Could be artists? No, for ex constituency. Your organization is what? So that’s, where you get that sort of category answer and you provide another blank. What do you provide? And then how we’re through, how do you actually provide it? And then what value to deliver? And how is the organization worthy of participation? And how is it worthy of support? So these are all blanks. So, again, it’s an exercise with big sort of post its up around the room, and you put lots of different answers in and then the board together sort of calls. Okay, what are the best response is here. And then you start to sort of string it together, along with adjectives that actually could come from your brand attributes. So an example might be so let’s. Take, for example, wgbh, which is a public television stations radio station in balkan. There we worked with. So the big category answer might be public media powerhouse or content engine, which were both a lot more evocative than television and radio stations. Um, the second part of that might be trusted. Guide to new worlds and new ideas that sze what the organization is. Yes, of course. So it’s a more evocative answer than a literal answer. Yeah, but that hey, you’re out being ambassadors so you can certainly be we’re not trying to divine this is not a definition that is not a dictionary process and it’s, not a tax form, okay, you know, in terms of areas, well, they’re they’re in news and drama there in public affairs therein kids programming, they’re in science, so you get to nail the sort of areas of focus they have signature programs like masterpiece everybody knows downtown and that what do they provide? They provide opportunities for exploration and interaction and an independent voice, especially if you’re talking about the news and public affairs programming. Where did they do this? Well, it’s locally, the boston area but now that everything streams it’s much farther, and of course, it’s multi platform so there’s a more complicated answer toa wear then there might have been in years past, and then you can end with, you know, it’s for you and supported by you. Or you could take another completely different example i referenced anti hunger organization a while ago so the constituency might be for those who care about in this case, we’re talking about massachusetts seven hundred thousand people in massachusetts who actually don’t know where their next meal is coming from. So that’s the constituency, the people who care about that and then project bread what’s the category, the leading statewide anti hunger organization. And what do they do? Offer fresh approaches, ending hunger? What are they? By pioneering funding, facilitating a range of programs and through education advocacy, they actually have programs that meet people where they are rather than just handing food out of back of a truck, and then you get into that next level of details? Well, you know, how do they actually do this? So it’s programs that are in the community programs that are schools with kids, programs that are building sustainable food ecosystem? So then you get into more detail and then what’s the benefit. Well, it’s all the sort of fulfill a vision that’s the opposite of hungry isn’t just full it’s healthy, which then musicians the organization differently against sort of just emergency food and nutrition versus full nutrition vs and then you go, you bring it down to donors, which is with the support of people. They also sponsor a large hunger walk. Those who walk and our corporate partners, we’re able to eradicate hunger in the state. All right, two two excellent examples. A little long, but but i think the examples help help us teo to fill in the in the template. Um, okay, we’re going to give ah, roger. We’ll give you a break for a couple minutes and there’s going to be mohr with roger coming up talking about brand ambassadors and tony’s take too, of course, before that more with roger’s sam it’s coming up first pursuing do you need to open a convo in your office on sustaining e-giving or persuade someone that it’s valuable or see for yourself? How much money gets raised? Maybe you go crazy for infographics on your pinterest boards? Is that you, mr or ms pinterest? Pursuing has a new infographic on sustaining giving it’s at pursuing dot com click resource is then intra graphics couldn’t be simpler, and we’ll be spelling spelling bees for fund-raising how about a millennial game show in a local club as your fundraiser? That’s what? These bees are spelling bee concert standup comedy live music dance check out the video it’s at wi be e spelling dot com now for tony’s take do as i said, we’re talking about naps in praise of naps i’m a big fan of napping research shows you only need about twenty minutes to feel refreshed and be more efficient, and your brain is working better it’s getting better oxygen and blood flow. However, i’m not ashamed to say that i do not unfree quickly go longer than the research recommends. Naps should be encouraged in offices, i think. Why? Why? Why do we fight that drowsy drunk feeling after lunch? You can’t keep your head up, you know what i’m talking about? Givin put your head down and when you’re home, take advantage, indulge i even have a favorite napping blanket. I think everybody does. I hope that i don’t know i do, but i think lots of people do. I hope this mine is soft, it’s cotton, the soft as just the right weight. Very important the weight. Check out the video in praise of naps at tony martignetti dot com that is tony’s take two you’re probably glad it’s over here’s more roger sametz. Roger. Sam it’s. Feeling a little under the weather, but he’s mustering? Well, if you hear your silence that’s ah that’s cutting rogers mikes that we can give him a cough. But he’s made the trip down from boston. Thank you for doing that. It’s. Been a tough boston winter, as most of your listeners probably already know we do. And it’s not been much better here. Today is the first day of spring. I believe march twentieth and it’s snowing outside. We look out the window right now, there’s pretty brisk snow coming down in new york city. Bob all right, anything more you want to add? We don’t need another example. But anything more you want to add about this this template, but helps with the elevator speech? Well, i think it does two things. I mean, you actually end up with an elevator speech is not going to be eloquent language by putting things up in this mad libs posted format, but it will give you the content. So then, you know, either some sub committee of the board or staff can then be charged with actually, you know, wordsmithing. It so everybody likes it, okay? But getting the content down is important, and then the other thing it does, of course, which all of these exercises do is get boardmember is engaged. So to the extent that people sitting around a board table or wherever you’re sitting in doing this are participating in developing messages it’s already getting into their heads. So we stand a much better chance of people becoming comfortable with something if they’ve had a part in evolving it much more so than if you just took, you know, a piece of paper and slid it across the table, foisted on them and say, memorized, memorized this on dh have it prepared for the next for the next meeting? Yes, quite. Okay. All right, so they’re involved in the involved in the creation of it. Um, this is going tio this is one of the tools that were empowering board members with basically i mean, this is what we’re trying to make comfortable, confident brand ambassadors and, uh, another tool that you recommend his stories. Yes, well, you know boardmember sze, can we, like anybody, can sort of talk about an organization either from the top. Down or the bottom up. So the top down would be starting with your elevator speech. And then presumably, if you haven’t run to get another ice cube, the person you’re talking to, you might tell a story another boardmember might swell around it a barstool and actually just start with a story and end up with the elevator speech. So a bottom up approach, okay, but this only really works if people have the stories one way or the other, and what happens is boardmember because they’ve experienced the organisation themselves in one way or another, you know, they might have a story, um, but they might have on ly that one story and, you know, the other board members would have different stories, so the extent that you can sort of pull these stories and even get a story library going, perhaps online, internally online, then people have more things that they can talk to and they can sort of pivot. But if you want to sort of think about a story there’s, of course, another template to try to actually do that, and you could sort of start by thinking, okay, if if this were a movie title. What would be the name of the movie? And that will lead you immediately to some sort of evocative top end to the story. And then, of course, you want to talk about, well, who’s in the story, who’s the protagonist. So this could be a person or it could be an organization. Then the next step to think about is okay. So where what’s the problem? What? What has to get solved? And then where does your organization come in? So what programs or services get marshaled to help solve that problem and then what’s the end of the story? And is thie ending? You know, finite? Or is the benefit ongoing? So you can use that very simple template and really think about okay? How does your organization, you know, participate in either other organizations or other people’s lives to make a difference? Where where else might these stories emanate from your example, was board board members. Maybe each person has a story or something, but they can also filter up from the program’s staff that’s out, actually doing the work. Um, i know a lot of organizations like to invite people who are benefiting from the work the people of the organization is serving, have them come to board meetings and tell their story sure, you could absolutely do that. What you’re going for is something that’s authentic where you khun, you know, show that you made a difference and that you’re not sort of, you know, overreaching, you’re not trying to say you made you more of a difference and people would believe, yeah, but sure, i mean, you know, every organization writes up profiles or highlights people, those are generally stories, whether they’re set up a stories that have sort of a, you know, beginning middle and an end that has a benefit, you know, that varies, but what you are going to make sure that you have it, you know, you have an impact statement at the end, you have a benefit to show that you know, why people should participate or why people should be donors and just, you know, give them a reason to believe we gotta get these stories down too, what under two minutes? Right? If if i’m in a conversation with somebody at a reception or something, you know, i can’t hold their interest too long list, i’m a master storyteller? Well, you might be, but yes, i think you’re right under two minutes or, you know, if you’re writing it out, you know, under two hundred words. Yeah. Okay. All right, um and you mentioned a story library like internally online. What? What is that? What you could do a story library in any number of ways. But if your organization has some sort of internal web set up that’s a great place to post them if it doesn’t have that, you know, you could just compile them. But the whole idea is you don’t want stories to just leave an individual’s heads if they’re really good and they could be shared and, you know, people can use them in conversation out there in the world. You might even be sharing them on the web. Well, with the public doesn’t have to be behind a, you know, an internet or anything, you know, a lot. Meet a lot of what we’ve been talking about because we’ve been talking in the board. Ambassador context is useful for word ambassadors, but of course, it’s useful for staff. It’s useful for senior leadership? Yeah, potential donors have thes stories air there’s quite a bit of talk among non-profits about around non-profits around around storytelling, right? And as i said earlier, you know, storytelling is simply sort of the inductive way of describing your organization that’s supposed to starting from the top down, which is sort of more than deductive way, but both are valid, and it has to do with how you’re comfortable talking with people, okay, what’s our next tool that we want teo arm, are board members within making them confident? Well, we started to talk about donorsearch let’s, let’s focus on that for a minute. So most organizations because they do more than one thing or not monolithic and as we already discussed their constituencies or not model to think either even within a donor community and if you think about major donors for the moment, they’re just not good do bees, they’re generally interested in giving money to some organization that they believe will advance goals that they personally care about. So if you take the goal around major e-giving to be connecting institutional priorities with donor passions and interests and you understand that the people aren’t monolithic and the organizations not monolithic, then it behooves. You to come up with different ways that people can connect, so this is another way that you can actually work with your board to evolve what we call ways in. So for instance, taken orchestra could be a tiny little orchestra, really big workers treyz some people are going to care about performing the traditional repertoire, some people are going to care about commissioning new music, probably a smaller number. Some people are going to care about the space that music is performed it, and you know what? What shape that’s it some people are going to care about kids education programs if there are such some people don’t care about building the audiences of the next generation, and the answer to that is yes, so some donors will connect in one way, and some donors will connect in another but it’s important that for your non-profit that you actually evolved what thes different ways in our so that if i’m, for instance, i’m going out to talk to tony, and i think he’s wants to support kids education, but he really wants to support community outreach. I’m able to actually pivot and talk to you about community outreach. Of course, implicit in all of this, and we could have talked about this at the top of the hour, is they need to listen because you’re going to have any conversation with someone outside your organization. You have to also understand where they are otherwise you’re just pushing things at them. Yeah, yeah, you’re a billboard. So you wanted you wanted to be a conversation, so you have to learn enough about the person you’re talking to two actually take what you’ve learned in terms of these areas focus and rolls and stories and mission in category and no talk to the person in terms that are meaningful to havers you like to rehearse this with boards once you once you farm doing with the tools? Is there some practice? We do a lot of role playing, which is also fun and also better served with wine. Ok, so you can set up small groups. There’s not much that isn’t isn’t helped by wine. I find my favorite is seven young blanc personally, but well, it depends whether your board meetings here in the evening at seven. Thirty in the morning. Yeah, well, bloody mary zahra possibility. No, i would not have not tried, but if their evening now most activities in life, i find very easy, well lubricated by wine. Well, you have an italian last name. I do, um but yes, a lot of these can be when you have after you evolve the kinds of things we’ve been talking about, whether it’s in small groups or people making, you know, presentations to the larger group, anything that has people actually use what we’re talking about rather than just sort of take it in because the more people use the information that we’ve been discussing, the more comfortable they ll get and them or it’s actually in their heads, and they make it their own. So never are we asking anyone to like, you know, memorize words or spew things back, it’s all about understanding that the content and the concepts and then being able to actually talk about it in words that are comfortable your own? Yeah, on your own that connect with the person that you’re actually talking with. How long is this process to build the board, ambassadors, brand ambassadors? Well, these air separate different kinds of exercises that we’ve been talking about it. And there’s, no, no fixed timeline are sequenced to any of this. You could certainly come up with, you know, three or four these workshops, depending on how often you want to meet so you know it, it may be better to do oneaccord er just because the board has other things to do and you have to hijack some time here, or you could do a concentrated session if you had, you know, a two day retreat and you, you know, take some of that time, okay? Yeah, the ways in i mean, they should be already known to the organization. There shouldn’t be anything new here in terms of identifying how you khun be supportive. Well, there’s always a difference between things that exist and actually sort of understanding it and remembering it. So if you, for instance, well, let’s, take a life sciences organization example, um, you may care about the work they’re doing in a specific disease area. I may care about how they’re using new technology. Somebody else may care about how their training scientists of the next generation. So you may know that the organization actually doing those things but you really care about that disease area that you care about. So in order for you to feel comfortable talking about the technologies that i care about, you do have to learn more about it and sort of, you know, soaking it a little bit. All right, yeah, so right, right again, everybody got their own perspective and reason that they’re with the organization. Exactly. We need to share all these and everybody’s converse and in all the ways right, because the goal of an ambassador is to be able to meet people where they are not to just go out, as you said earlier and be a billboard that, you know is inflexible and this is an electronic billboard isn’t going to change any so you need you need the information, the confidence, that fluency and, of course, the content, which is largely what we’re talking about during this hour to, you know, start someplace and be able to pivot to someplace else and, you know, not be flustered in the middle. You, you also work with boardmember is to overcome potential resistance points as their out ambassador rising? Sure. Well, i mean, everything doesn’t go smoothly. We’ve been talking about ways to make boardmember is more comfortable. That doesn’t mean you’re not goingto bump up against some donorsearch prospect that just, you know, says no or i don’t believe in you or comes up with, you know, some reason why, you know he or she should not entertain a conversation with you so there’s no guarantee it’s all going to just, you know, fall into your lap. So again, we keep coming back to role playing and the’s group sessions, but and leadership or bored or the fund-raising staff probably knows the points of resistance, so one thing the board can do is come up with what the arguments are for dispelling that. So this is a good thing to do in small groups, you could even sort of picture seeing a couple people on one side of a table in a couple of people on the other, and, you know, one side has the resistance, and the other side has to with what we’ve just been talking about, you know? The rolls and areas of focus and the impact stories try to convince the, you know, the first party. No, you’re wrong, you know, or give it another thought so that you can in fact, bring some more people into the fold. Okay, um, before we move on anything, anything more we can talk about with the with respect to these resistance points. Anything else there? Well, they’re different for every organization. I mean, we worked and some tell a story tell somebody you worked with has some are harder to overcome than others. I like stories. So for a large ballet company that we worked with. Ah, one of the points of resistance that we we heard often was, you know, i fall asleep hard to forget what the argument for that might be rather than take a nap earlier. Well, the persons of phyllis stein or whatever or, you know, write them up. We were just write them off. I fall asleep at the ballet or i fall asleep at the opera. Are we really going to get anywhere? Not necessarily. Ok, some of these you don’t get anywhere, okay? Or, you know, there aren’t any words or i don’t get the story or for modern ballet, whether isn’t a story, i really don’t get the story, so you have to explain, you probably have to actually sort of inculcated people about what they’re actually seeing in hearing. But there are some things that, yes, it’s harder to overcome. Some things are easier to overcome. So going back to wgbh, the pbs station in boston, one of things they tell you what done before you go kill the gbh story, we’re going to go out for a couple minutes, okay, give your voice a break, and we’ll come back and we’ll go right to the gbh story. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked. And naomi 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 guests directly. To sign up, visit the facebook page for tony martignetti dot com. I’m peter shankman, author of zombie loyalists. It’s! And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back again, too big non-profit ideas for the other ninety five percent, as peter shankman just said, more live listener lovemore live listeners have joined us. Woodbridge, new jersey, east bridgewater, massachusetts, and brooklyn and queens, new york welcome live listen love to each of you schnoll a france bonsoir got shane i india somewhere in the uk uk unfortunately your masked we can’t tell where but we’ll presume it’s england, but live listener love to india and the u k listeners also and, uh also joining us moscow and kano, us, brazil. I apologize if i pronounced that wrong. But you know who you are listening in? Brazil also got italy, but we can’t see where you are. We don’t know what city or town i’ve been to italy four times, so i should be able to say hello in what am i missing? What am i missing? Child? Go must die. I can order a meal and i can find my way to hotels. That’s about by restaurant in hotel italian is about what i speak. You could start with bum jo know when jordan was really good. Thank you, roger. You don’t even have the italian. Name? I don’t. Thank you. Thank you. Um okay, let’s. Ah, so we were overcoming our resistance points. So anything and you were going to tell a story about wgbh? Sorry, that’s where we were. Yeah, well, it’s not so much a story as so it’s a little different from some other non-profits in that it depends not only on individual donors, it depends on sponsorship, so one goal of a particular board is actually to help with sponsorships. So many organizations, of course, do have sponsors and sponsors requires slightly different value proposition than perhaps an individual or a major donor is goingto have. So some of the areas of resistance were because it’s a public television station, for instance, i don’t want to support you because you’re too liberal. Okay, so then the board got together and came up with some arguments around that or it doesn’t congress pay for everything? Well, no, but so that’s a point of ignorance that you could then sort of overcome or isn’t your audience to old? Well depends, you know, too old. For what? And it’s also younger than you think. So there. You know, there are things out there that are often misperceptions that board members will get hit with or in fact, staff will get hit with that one can marshal arguments for so yes, that’s different than falling sleep with the ballet. How does staff support this? This whole ambassador rising process? Well, in a lot of these organizations that were working with, you know, we’re facilitating these sessions, but staff, of course, has to organize them and make them happen, and to our earlier point probably procure the wine. But an interesting side effect of all of this, not the side effect of the wine is how what comes out of these meetings then benefits staff so they’re learning right along with the board so they will be clearer on the organization. They will be clearer on some of these arguments. It will be clear they will learn new stories so there’s a definite, you know, relationship between, you know, staff on board, they’re not just there in a supportive role, it’s actually making their jobs, you know, more successful, actually, even though it’s a bra board process, the staff is vicariously elearning right and that’s a that’s a goal, even though it was not necessarily sort. Of, you know, a stated goal, but we see it happen all the time. You’re sort of raising both sides of the seesaw in the in the course of doing these exercises. Okay, then, it’s not a seesaw anymore. Both sides arising it’s some kind of rising platform. It’s just a seesaw that’s level a level level seesaw. But then that’s not really a seat it’s not really. See? So it doesn’t have a fulcrum in the middle. One side rises and the other side falls. But both sides rise. I don’t know. What’s that a jungle that’s a jungle gym. We’ll find another metaphor. Okay, beating you up, you know you don’t feel well, um, ok, we’ve we’ve we’ve covered the resistance points, and this sounds like something that would be valuable to revisit over over time, not just do once and, you know, kind of put on a shelf well, like brand building, which is also a process and not an event. All of these could be processes and not events. So to the extent that you take some of the exercise we’ve been talking about, instruction them over some period of time. It also serves an organization. Or well, to bring these back at some kinds of you have different periods, first of all, boards change, so everybody isn’t going to be always up to speed in equal way and this notion of fluency like practicing anything else, you know, piano, swimming, whatever you have to do it, so you can certainly come up with a short role playing exercises at some other point. You khun certainly revisit stories you could revisit rolls and areas of focus. All of this stuff could have a sort of rinse and repeat kind of cycle. We talked earlier on about strategic planning, something formal, possibly being a part of this. Do you find many organizations that really don’t have the basics in mastered so that they can carry on further? Well, lots of organizations have the basics and not have a strategic plan, which is fine, you know you’re not always in a strategic planning mode, but if you are, if your organization does have a new strategic plan, all of this is even more important, because there’s no stresses you playing that we bumped into that doesn’t depend on its success by having people think and act in your favor. So all of what we’re talking about on the board of the staff level is helping you to convince people to think and act in your favor, otherwise would be to plant. Just sit on a shelf. Yeah, well, they all depend on some actions. Yeah, that’s something i’ve had guests lament that a strategic plan gets done and then they’re really does just get parked on a shelf and it doesn’t live, doesn’t evolve, and the organization doesn’t really benefit from it. Other than it’s a checkmark the board can now move on to the next project. Right? So if you go back to either the ways in that we were talking about or just being sort of clear on the different aspects of the organization you could sort of back into ok here. These aspects are a strategic plan. What do people have to think and do and feel in order for this to be successful so that they will, you know, realize section to be of the plan. And then how can boardmember sze help? So sure you could bring that in as another discussion topic. Now we just have about thirty seconds left. Roger, but i want you to share with me what you love about the work that you do. Oh, all right, well, i have to think about that for a nanosecond here. I think that the top answer would be because we worked with so many non-profits and they’re in so many different fields that first of all, it’s never boring and there’s always an opportunity to help these different organizations achieve their different missions. You know, we’re all about brand building not just to build the brand, but brand building to help organizations evolve and to better navigate change and that’s just about every non-profit roger stamets president and ceo sam it’s, blackstone associates, they’re at sam it’s dot com and he’s at sam it’s. Sam eat easy on twitter. Roger. Thank you very, very much. Thank you for having me. My pleasure. You. You you must have done quite well next week. Trust me, you really have no choice. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com responsive by pursuing online tools for small and midsize non-profits data driven and technology enabled. And by we be spelling supercool spelling bee. Fundraisers. We be e spelling dot com. A creative producer is claire meyerhoff. Sam liebowitz is the line producer. Betty mcardle is our am and fm outreach director. Shows social media is by susan chavez, and this cool music is by scott stein. You with me next week for non-profit medio big non-profit ideas for the other ninety five percent. Go out and be great. Yeah. Buy-in what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine am 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 dio 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. Card. It was like it was phone. This email thing is right and that’s, why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh. 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 March 10, 2017: Doing Good Better

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William MacAskill: Doing Good Better

William MacAskill is the author of “Doing Good Better,” a book that introduces effective altruism for individuals. There are worthy takeaways for your nonprofit as we discuss how your donors can give smarter to make the greatest difference. (Originally aired Aug 14, 2015)

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me, i’d suffer. The embarrassment of hemi ble is mus if you shook me up with the idea that you missed today’s show, doing good better. William mccaskill is the author of doing good better, a book that introduces effective altruism for individuals. There are worthy takeaways for your non-profit as we discussed how your donors can give smarter to make the greatest difference that originally aired august fourteenth, twenty fifteen tony steak to jump start your planned e-giving we’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuing to dot com, and by we be spelling supercool spelling bee fundraisers we b e spelling dot com here is william mccaskill and doing good, better it’s time to welcome my guest william mccaskill, associate professor in philosophy at oxford university and co founder of the nonprofit organizations e-giving what we can and eighty thousand hours. They’ve raised over four hundred million dollars in lifetime, pledged donations to charities and helped spark the effective altruism movement, which will be talking a lot about you may have heard about will and his organizations in the new york times, the wall street journal, national public radio and ted talks. He lives in oxford, england, but he’s calling from somewhere on the west coast. I’m not sure where to talk about his new book. Doing good better how effective altruism can help you make a difference published just in april by gotham books. It’s, an imprint of penguin random house he’s at will mccaskill on twitter. Well, mccaskill welcome to tony martignetti non-profit radio. I’m going to speak to you. It’s. A pleasure. Where are you calling from? Calling the man view just outside of san francisco. Okay. Cool. Is it? Is it beautiful there in in mountain view today. It’s beautiful every day and manage everything as opposed to as opposed to oxford, which is probably not beautiful every day. No it’s, really gray and rainy most days wait. Quite pleasant experience being in the california summer. Love it. Wonderful. Welcome. Um, effective altruism. What you’re you’re working at the intersection of economics, psychology and philosophy. What is this about effects? Folks? Ism is about using your time and money as effectively as possible to make the world a better place. That means taking a scientific approach using high quality evidence, good data, careful, logical reasoning in order to ensure that when you give to charity or when you choose a career you’re aiming to use to make a difference, they’re using it did not just make a difference, but to make the most difference, you can’t the most. The biggest possible difference. That’s, right? And so there’s a lot of economic theory wrapped up in this and it’s effective altruism is is on the book is devoted to individuals, and they’re giving right? Yep. Okay, but we’re going to draw a lot of lessons for non-profits because there are there are valuable lessons there in in what you’re, uh, recommending for for individuals. Um, i love i love stories. So could we and you introduce ah, the, uh, the theory of effective altruism with a ah de worming story in kenya. Can you can you share that, please? At sure. So in the nineteen nineties, uh, michael claim a who is? Ah, development economists that harvard he was. He was working in kenya and he’s working with a charity called i c s that did a variety of education programs for the poor and that currency on dh he was working with him on dh. He just had the obvious question, which was, well, have you actually tested this to see if it works to see how effective it wass andi answer was that they had on dh. In fact, at the time, basically, no one had bean doing high quality experiments to test different development programs, and so what they did was they started investigating a ll the different things that this child he was doing and the results were really interesting. So they take something that seemed very obviously like you have a big impact distributing textbooks, for example, to schools where they only have one textbook for classroom on dh they to save me the textbook uh, in seven schools, then they just monitor seven other schools where they wouldn’t do any intervention in order to compare what the difference wass andre actually found there was no effect. Meeting textbooks didn’t have didn’t include outcomes totally will thinking, well, it’s, totally counterintuitive we would all think that students with more textbooks are going tto learn. Better have better education outcomes because they don’t have to share one textbook for twenty children the way it often is it’s just so intuitive, completely counterintuitive the things that we think obviously that’s really effective dahna often end up having no impact can’t even have a negative impact, harmful and then other things which we would not even know about or think others very boring or underwhelming can be extraordinarily effective. So, for example, what they ended up testing so they tested textbooks, flip talk all these just had no effect. And then they ended up testing de worming school children. So over the billion people worldwide suffer from intestinal worms on dh they can be cured very cheaply for less than dollars per child. And so they find hyre rolling out masti worming programs to a number of schools, and they found an extraordinary effect on increasing school attendance. It was really quite remarkable on when it was followed up with later on, it was found that the children had been de wormed had improved earnings on dh were ableto work more violence as well. So this very boring, extremely unsexy program end up having this extraordinary impact. In terms of improvements to the lives of the poor and kenya love it, yeah, you it’s not something we would think of it takes a development specialist on and i think i think you make it clear that hey just was talking to a friend who worked for the world bank or one of the development programs, and they suggested that person suggested de warming, and it led to the results that you describe, but yeah, you know, actually, i get a physical chill when you’re listening to you tell the story, just like it did when i was reading it. Yes, intuition leads us astray so, so much. And if we really want to make the most effective, biggest change possible, we have to be more ah, analytical mohr really a little more cold hearted, considerably more cold hearted than we are about are giving decisions. That’s why, i think i mean, we take this approach when we buy products, so you know, if you you wouldn’t just normally buy a product that someone just comes up to you in the suite and pictures you are you’d want toby, we kind of if you’re buying a laptop, you’d want to look into it? You’d want to ensure that you’re getting you might look at the views online, you want to ensure that, uh, you’re buying the best laptop you can forgiving place? Ah, no, i’m just saying we should take a similar sort of approach when we’re giving to charity, we should be trying to look up, not just like, does this charity have glossy leaflets with smiling children, but actually, if i give a certain amount of money what’s the outcome of that going to be and how can i spend my money such that you know, i can get the best value with my donation? Brilliant. Okay? And you devote the first half of the book to siri’s of five questions we have just about two minutes before our first break, but of course we’re together for the hour. So not to worry, why don’t you introduce? Are the first question and just talk a little about it and, like, roughly a minute and a half or so. Okay, so the first question is how many people benefit and by how much? So this is the thought that when you’re going to do any sort of activity, whether that activity of your non-profit or donating or cubine volunteering thie impact you have should be cast out in terms of impact on people’s well being. And that means if you can benefit more people if you could benefit the same number of people by a greater amount, then that’s better to do and that’s just crucial neato. Look att um, the outcomes actually, a program has rather say when looking at charity, you know, how much is the ceo paid or what the overhead costs they are actually that important? Because it what we should care about ultimately is just how is this money that we’re giving, turning into improved improvements in terms of people’s quality of life? Okay, let’s, go out for that break now we’ll take care of this when we come back, will and i are going to talk about the rest of the questions, of course, and continue with this one. How many people benefited by how much we’ll talk about quality what’s a quality you’re gonna learn? And ah, what was going on in triaging at a red cross hospital in rwanda in nineteen ninety four? Stay with us, you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy. Fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Welcome back to big non-profit ideas for the other ninety five percent. Let’s. Do a little bit alive. Listener love, let’s. Start domestic cause we got. Of course we’ve got the listeners abroad. But let’s, start with the st louis, missouri, new york, new york. Thank you. New york city. Thanks for being here. And hubert, north carolina. Course. I got my place in north carolina. Live listener love there’s. More coming. Of course. Podcast pleasantries always go out to the those listening. Wherever, whatever, whether you’re washing dishes or driving a taxi podcast pleasantries to those left listening, doing all those things and and and other things and of course, affiliate affections to our many affiliate am and fm stations across the country. Affections to those affiliate listeners. Never forget them. Got badly of listeners and all all different channels, all different categories. So multi multi-channel non-profit radio will let’s again. I love stories. This this is such a wrenching one. But that brings tio tio light this this first question of how many people benefited by how much? What was james urbanski up too? Just a little briefly in in rwanda in nineteen. Ninety four? Yeah. So, james opinsky was workings doctors without borders in rwanda in nineteen, ninety four during genocide on. And he was one of the only non-profit workers still there when the genocide is happening and the story, it tells of a particularly have a long day for him. He was manning a tiny hospital, and it was just a huge number of casualties coming in far more than he could speak. And, uh, you know, the level of come what? The severity of the council he’s. Very extreme, indeed. On dh that meant we had to do was in good. Doctor does and engage in triage. Uh, andi, because the conditions were so extreme, he actually just he had to just sign each person coming in a number that actually got taped to the forehead. So one meant fleet immediately. Two men wait on science. You know, it’s. Not as urgent plants, feet within the first twenty four hours. And so you men ever believable. And the best they could do was provide morphine and blankets so they could pass away and comfort. And this is obviously an absolutely harder but having situation to be in. Uh, but it still asleep. The importance. Of and the necessity of making hard strayed off. So if james urbanski had simply throwing up his hands and said, well, i’m just gonna speak whoever’s first in front of me, you’re gonna treat people randomly that would have been a much worse outcome. He would have safety off your lives would have helped far fewer people and we might think, oh, it’s so lucky that you know what i know in situations like this in a very real sense, our situation is similar whenever we’re trying to do good for never give charity or buy-in volunteer their time where making decisions about who we help, who don’t on dh, especially when it comes to charity that could benefit. Of course, people in the world these things literally are life and death for someone on dh that means we can’t just say, ok, i’ll just give, you know, whatever happened to have heard about whatever alien to me, we do need to go through this process of hard tradeoffs and thinking, how can i benefit people by as much as possible? Accepting that means we’re gonna help some people and not help others quality qu up? Sorry, q. A l y que es el y? What is ah, quality. So crawley it’s little bit technical terminology i used in my book and it’s, a metric used by health economists in order to assess the size of the impact of a health program. So what quality stands for is quality adjusted life year. The idea is that with two ways by which you can give someone a health benefit seriously, you khun extend someone’s life. So you, khun, make someone live longer than they would otherwise have lived and extending their lifetime or about les is only better. Or secondly, you conclude some quality of life while they’re still alive. Accusing someone of migraines would extend their life, but it will make the quality of life better world in life and the quality adjusted life takes into account both of these way’s benefiting someone on dh enables us to make comparisons a ll different sorts of health programs so that you can work out which have the greatest benefit for a given amount of family. You mentioned migraines. Your migraine sufferer yourself, right? Yeah. That’s like, yeah, i know. I learned from reading the book. I know you have migraines. And back pain. This is, sir. Yeah, i know. And they were very alien to me as i was lying right here. Anything, anything else going on that we should know about? Are you okay today? I’m doing pretty well today, ok? Very good. You know what? Okay, now, typically on non-profit radio, we have george in jail, but you did not transgress. Ah, but because you quickly defined and i am on the one who introduced quality, so you’re not you’re not a. You’re not a scofflaw subject to jargon jail. So not to worry. If in case that was happy, that case that was causing your concern. Yes. There there guest to come out with a great deal of anxiety about jargon, jail. But you need to you needn’t worry at least not about quality, so so we can use that. Yes, you’re welcome. We can use this measure to evaluate, oh, and rank the success and the effectiveness. The outcomes of different charities in the health related the missions. That’s. Exactly. Right. So the ideas, if you, uh, do, you know, cure someone of sight that would be moving. So the you survey data tto find out how bad different sorts of conditions are on dh people. The airplane today they’re kind of quality of life. A fifty percent compared tto foot being fully sighted. And so if you can cure someone of blindness for two years, that would be moving from fifty percent to one hundred percent health quality of life for two years, which would equal one quality, just like you. Okay, um, and i think the take home for non-profits around this first question of the five is that you want to be sharing how you are improving lives and you want to show those metrics, if that’s your work that’s, right? And also, if you’re choosing between different programs, then it’s not enoughto look at, you know how much does this cost a bed net? How much does hyre spending purty worming tablets or in person, sir, you actually wanted to go that extra step and say okay for all these things? How is the action translating into people’s well being and if the sun programs and doing that helping far fewer people, we’re helping them buy much less in extent. Then you should probably be deeper advertising those and focusing on the ones that we do have the biggest impact. So it’s, it’s thes intermediate measures like distributing books or that you say, you know, the nets, that we shouldn’t be paying attention to its thie well, variously called i hear it, you know, the outcome or the impact of that metoo that middle activity that’s, exactly right on duitz particularly important because some of these intermediate met six like distributing textbooks, as you say, actually don’t have any improvements, at least in some context in terms of people’s well being. Okay, all right, let’s, go to aa let’s. Go to our second question. Which is, is this the most effective thing that you can do, please flush out out? So the idea behind this question is the different social programs very massively and how impactful there on dh. In fact, most social programs when tested seems to have no impact at all, even among those that do. And even among those in fact, very good in terms of the impact they have you could still do far, far more good if you choose to focus on the very best programs on dh. That means that when we’re thinking about doing good it’s not enough to just think, okay, i want to make a difference. This thing has an impact, therefore, it’s a good thing to do, but we need to ask, is this the most difference by making, uh and, you know, i give examples such as within mountain, developing world education providing free school uniforms has a significant effect on improving educational outcomes? School attendant hyre the children in court in subsaharan africa? Why is that what you might think? Yeah, why is that what’s? That connection between school uniforms and improved performance? Yeah, so in many countries, it’s just a requirement um, the child has to have a school uniforms to ten school and you might think, you know, that’s, a silly policy, but it does exist in some countries on dh that means that some families, they just can’t afford school uniforms for that somewhat revealed seeming reason they can’t send their children to school my mind so by providing a school uniforms, see you enable the family send the child to school. Remarkable. Yeah, give us another. Can you send another example? I love these of improving school attendance. Uh, it could be, but doesn’t have to be just just another example from the most effective method. Yeah. So another example. I mean within healthcare amglobal health it the easiest to see. So there were many activities you can do that will save ways for tens of thousands or hundreds of thousands of dollars, like providing pants avectra vitals to be hiv, for example. But the most amazing example is the eradication of smallpox so far over sixty million lives since it was eradicated in nineteen, seventy that’s actually, more lives would have been saved if we’d eradicated. If we’d prevented all wars or political famines or genocide on all terrorist acts in that time. That’s incredible. Confirm to the death cole, your application of smallpox is better than world peace on day only cost one point four billion dollars in the money of the time, which means the cost for life saved was about those twelve dollars, so it’s just extraordinary example of incredible impact uh, and even though spending ten thousand one hundred thousand dollars to save a life it’s, incredibly good use of money. Examples like smallpox show that the very best pieces of money just, you know, even better again. And we still have opportunities that almost as good as that by distributing long lasting, insecticide treated bed nets to protect children from malaria from such as through the against malaria foundation. There you can save the life of about three and a half thousand dollars. Statistically, speaking on dh that’s again, just this absolutely huge impact and far, far better even than merely very good ways, right? Yeah. You do that in the book a few times, merely. Very good. But i exactly and there’s a big difference between that and the best. Right? Right on. I have to just repeat with something. You said that the eradication of smallpox was a larger lifesaver than world peace. Yeah. Then world peace would have bean would have would have been right. All right. Um, this is startling. In fact, in the whole twenty, essentially, even when you include world war one, world war two smallpox killed more people before it was eradicated than a war. Mmm. Damn. Yeah. It’s so? So moving especially, i mean we’re just this month was the anniversary of the the two nuclear bombs dropped in in japan for got taken and all those lives still more than all those lives and all the others in all the world wars. Mom. All right, so there’s a lesson here for non-profits again, in terms of what, where they’re going to focus their their time and precious money. Yeah, exactly. I mean, it really means, i think intuitively we think if something’s very good. So again, this is thinking about what programs you might pursue, and charities often pursue a variety of different programs like oxen. What in several care, no hole, big distribution, it’s probably the case. Some of these programs do way more good than others, so in business you might have heard of the eighty twenty, where eighty percent of the value comes from twenty percent of the effort. But the same thing applies and charity or doing good as well. It’s just a spot in a small number of the programs that doing far, far more in terms of impact than many others and that’s. Why it’s crucial to find out what those are really scale those up and de emphasize those that are not that don’t don’t don’t measure up, you know, now we’ve been talking a lot about health and poverty. Where do cultural organizations fit into this? This methodology, our art and history, museums, theaters? How do they, how do they fit this scheme so ultimately? Ultimately, i think it’s going to be hard to justify donating tio, you know, are just three museums when the comparison is he could be donating toe saving lives is very poor countries on dh. I mean the way measure it is in terms of again how many people benefit and by how much. So spending a certain amount elearning museum, how many people are being affected by this so obviously attending museums, wife sametz enriching experience, you could ask about how much people live and how many people are coming chaillou every year on then so that’s one thing, then there’s a second thing that you might think it’s just kind of a reason to do charity that’s outside this framework. So but concerned about listen, which is helping people as much as possible, you might think it’s just intended clea very important to preserve great works of our preserve historical artifact on that might be right again. I think, you know, we should think about the trade off we have to make. So if you’re funding or spending the time on museum, uh, how valuable is it to deserve this work of art where that’s cashed out in terms of the loss of the opportunity to be saving other people’s lives. Andi, i think as soon as you put the the decision, you know, in that in terms of that trade off, which is the decision we face, then i think it becomes quite that hard. It’s justifying, you know, spending philanthropic money on things like museums and a rather than lifesaving interventions in poor countries. All right, we’ll take a break, we’ll is going to stay with us, of course, for the for the second half, mohr of doing good betters coming up first pursuant, another free webinar coming up, this one is breakthrough fund-raising if you want to break through, then you need to identify your current perceptions and how they impact your current actions. Then you get insight into what would otherwise be invisible obstacles that are holding you back lots of valuable introspection. Or you might think it’s a load of crap if you see the value, then register at pursuing dot com click resource is and then webinars it’s called breakthrough fund-raising we’ll be spelling spelling bees for fund-raising they put on a live game show for your audience. It’s part spelling bee part concert, port, standup, comedy show and all for your fund-raising their video shows you what went on at one of their parties it’s at wi be e spelling dot com now, attorneys take two pursuant is the only place on the show where you get a free webinar i’ve got one coming up that’s me, tony, talk about me for a change, please it’s jump start your planned e-giving if you don’t have a plan giving program in your fund-raising mix, i’m talking to you, we’re going to cover how to start it’s very easy where to start? I know because i’ve been starting plan giving programs for fourteen years as a consultant and six years before that as a frontline fundraiser and lots of tips on five minute marketing for your plan to giving program it’s on march sixteenth at two o’clock eastern register at tony dot m a slash jumpstart your pg tony got m a slash jumpstart your pg, and my video introducing it is at tony martignetti dot com that is tony’s take two here’s more with william mccaskill well mccaskill, the associate professor in philosophy at oxford university, of course still with us well let’s, let’s. You feel like we’ve done justice for ah, question number two. Is this the most effective thing you can do? Yeah, i think so. Ok then. Guy had introduced the third question, please. So the third question is, is this area and neglected on dh? I think that’s crucial because things in general have diminishing the terms. If you have one coffee that makes you feel great, you know, we enjoy it by the fourth. The fifth thing is feeling kind of sick on dh that’s just for social programs as well we can normally, and it comes out in two ways. One is, it means that you can do the most to the benefit people who are the very poorest because the lowest hanging fruit in terms of things that improve people’s lives not yet been taken. Uh, andi that’s insect crucial because the scale of global inequalities. So today so it’s actually almost unimagined legally, where the port of billion people in the world live on less than one dollar fifty on dh what that means is today and when what? What that one dollar fifty per day means is what one dollar fifty could buy. In the us, which, if you think that it’s a bag of ice or something. So it’s already taken to account the fact that money goes verbal overseas on dh. That means that in general, if you want to improve people’s lives, i’m focusing on deported people is, you know, often the most effective thing to do. And then the second aspect is focusing on neglected causes. Where, if a certain cause ariel, that he gets a huge amount of funding, then it’s just going to be very hard for your additional donations or additional effort. Latto have as much of an impact. Andan example, i give is talking about disaster. Believe, yes. Where? Yeah. Where? Natural disasters. Because they’re so salient because they get so much publicity that they receive muchmore in funding pro casualty than why we call ongoing natural disasters like, uh, tuberculosis, malaria on neglected tropical diseases, hiv aids. These are killing far more people every single day. The natural disasters do they get a lot less attention on dh? Therefore get this funding. And that means that you can do more good by donating to these ongoing problems than you can by donating toe natural disaster relief. And and, yeah, that marginal dollar that you contribute does so much less around natural disaster relief than it can elsewhere in these. What you call the ongoing natural disasters that that’s the diminishing returns. Yeah, that’s, right. And that’s not to say that we shouldn’t have disaster relief. You certainly should. It’s very important that gets funded. The question is just given how everyone else is acting what’s. The additional benefit of my action. Yes, that incremental and that’s it’s equivalent to the kinds of questions that james urbanski was asking in in rwanda. What what? What is the most effective thing that i can do? Where is my time on? Dh his expertise as a doctor best spent to be most effective. Yeah, on dh not dealing with the with a sze yu said yu know as the cases came in but we think that way we we see on cnn the disaster videos and all of a sudden there’s a text to give campaign and it’s so easy to do it. It’s just it’s dropped in our lap. But that’s not the best decision making. Yeah, i think so. I think this actually almost provides an argument explicitly against donating our working on causes that you feel kind of intuitively very emotionally compelled towards, because it’s probably the case, that those are the things that most salient to you, but many other people also finding intuitively compelled towards, and so a very heavily funded. So i think this is too for example, poverty in the united states so almost muscle poured education united states, uh, he’s a very salient probably see these big problems, but they’re very salient problems toe many people in the us, and that means they get much more attention than problems that are much less alien to us, even though they’re even more extreme, like provoc like extreme poverty, like terrible lack of education on basic health problems in poor countries. Listen here for ah, non-profits i think again around program choice, but also career choice. Why did you around whether this is a neglected cars were just let’s, let’s, talk on the individual level, a little around career choice. Yeah, so i talk a bit about, uh, a guy called big louis who became a doctor because he wanted to help people. In-kind it was in the course of being a doctor. He is also very good statistician. You start to wonder, well, how much good does a doctor actually do? You know how much of an impact maybe we making in the world? And you think it might be obvious? So if you’re a surgeon than maybe you performing like sergent saving surgeries every day. Dahna the insight greg hand was if he wasn’t that surgeon, then someone else would, uh, do the same work in his place and in particular him becoming a doctor. It’s not like he’s, the average doctor in the us there’s eight hundred fifty thousands positions by becoming an extra doctor, he’d be just a hundred, a hundred fifty thousand first doctor, yes. So and when, you know, as a kind of healthcare system as a whole, you’re going to treat the most important, um, illnesses nail mintz first, so that the impact of an additional doctors just completing penny more minor conditions and he incorporated that analysis and ended up working out, he was doing an equivalent amount of good most in terms of quotes adjusted life years again, or qualities there was equivalent to about saving to a three lives so far, far west, and actually, you would have thought intuitively and that’s because as a doctor than of its country, like the u s and u k, all the kind of all the most effective health on dh programs and interventions are goingto be there going to be performed, whatever you do, whether it’s in a very poor country than that, not nearly not nearly as likely to be the case. So again, we have a bigger impact there and is a second aspect as well. So greg actually ended up not pursuing medicine, not pursuing not going to africa or another poor country for some of some poor country in order to work there instead stayed working in the uk in order to do good to his donations instead on dh that’s relevant because it’s past not many people do again that is neglected coming on, and that means he could target his donations to the very most effective virality andi it’s, a path that i call learning to give twenty two good, not just to your bilich labor, but serial ability to donate. Yes, choosing a career path that enables you to donate and target versus choosing a career path in the nonprofit ngo sector. That’s exactly like all right, all right. And i think often you, khun, you know, you’re able to pay for several charity workers with your donations, depending on sorts of opportunities you have available to you. You, uh you make the point, i think, very eye opening that the average reader of this and certainly everybody in the u s everybody in the u s is the one percent that we have come to reviled through through the campaign. You know, the campaign against the one percent, um, that started here, lee, here in the city, we’ll make that make that point for us about all of us being the one percent, yeah, so normally when people use the one percent provoc furling toe domestic inequality on the phone to people who are a part of that three hundred fifty thousand dollars per year on domestic inequality is very extreme, and i’d like to see currency like the uk and us have a much more equal distribution of wealth. No, uh, it just pales in comparison to the scale of global inequality on dh, in fact, to be in the richest one percent worldwide, then you only need to be earning about fifty thousand dollars a zone individual post tax on. Certainly everyone in buy-in the u s is at least one, which is fifteen percent of the world’s population. So even people that we think is a very poor living on the poverty line in the united states stealing of which is fifteen percent of the world on again peace. All these figures are already taking toe account. The fact that money goes much further overseas what’s called purchasing power parity adjusted on board, and i’m going to go to doug and dale that you will explain it. But i think he did it’s already adjusted for the difference of cost of living across across the different countries. That’s exactly why on dh so what this means, i mean it since it’s easy to see these figures and feel sadden to the floor, i actually think we should flip it around and think, well, actually, we could have this amazing opportunity. So by luck of being born into a rich country, you’re being able to move to a rich country where among the just people in the world on dh, that means we have an incredible power to do good just by transferring in a wise, effective way, some of our resources to the poor people in the world and using some of the literature from happiness, economic uh, give estimates about just how big an impact should we expect it to be? And they call it the hundredfold. Multiplier. So even if all you were doing was literally just making yourself for the buy one dollar, making some one with very poor people in the world, richard, by one dollars, you would be having hunt. That money would have one hundred times the impact in terms of people’s well being, and so it’s, this extraordinary opportunity. We have startling. Yeah, yeah. I love yeah, okay, thank you for explaining that was a very uplifting comment on our explanation, and i overstated it. This it does not everyone in the u s is in the one percent, but even those at poverty level in the u s are in the richest fifteen percent, askew said, thank you, it’s, very startling. We just have again about two minutes before before a break. Um, question number four is what would happen otherwise what’s going on here, so here the crucial issue is the difference you make up the difference between the good you do and what would have happened, even if you’d not acted as you did. So one example is that there wasn’t a non-profits i think is if you’re fund-raising so suppose you raise a million dollars in a fundraising campaign, you might think, oh, the amount of good i do is just the value of that million dollars from my charity, you’ve got to think about what would have happened otherwise, how much of that money wood have been donated to some other charity, even if you do not run that fund-raising campaign on dh if it were the case that it would all just being donated to some other charity on the travel team is just as effective as you going. Actually, this fund-raising campaign had no impact at all. And some arguments for thinking that there is often the case over those charitable giving remains at just two percent in the u s st fixed about for quite some time. It’s. Certainly, i think we’ll seek peace. The effect on the of many fund-raising campaigns, partly, you’re just taking money away from in-kind other charities. All right, let’s, let’s. Take that break. And when we come back, will and i will continue talking about the theory of effective altruism and its lessons for your non-profit stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked neo-sage levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. If you have big ideas but an average budget, tune into tony martignetti non-profit radio for ideas you can use. I do. I’m dr robert panna, author of the non-profit outcomes toolbox. Very interesting that that that drop was by dr robert penna who’s. Been a guest on the show? I’m going well, i’m not going to give you a chance to explain, but direct people to the bookers we want people to buy this book for a lot of reasons, but one of them is, um, will has has a commentary on something that ken berger, who has also been on the guest, been against multiple times, actually, former ceo of charity navigator he’s been on many times, bob bennett was on one side. I think just once on, dh will have some commentary on on article that burger and penna wrote and, well, i hope you’re going to forgive me. I gotta leave it there because we don’t have time to go into it, but it’ll it’ll increased demand for your book. Okay, okay. Okay. Yeah. Did you notice that i did not choose that drop? The producer chooses the drops, so i did not put that in to be provocative to you. So please don’t think that. Okay? That’s. Just purely coincidence. All right. So our fourth question. You know what would happen otherwise. So where’s a lesson that we can draw here for non-profits before we move on to the fifth question, yeah, so one, like i said, was thinking about, you know, if you’re running a fund raising campaign, how much of the money would have been no need to be other ways if you can find to track that another is in terms of the impact and how you’re measuring the impact you’re having. So an example, i give us a the scared straight program, very popular social program in the us, where juvenile delinquent skin taken to prison for a few hours to scare them out of a life of crime on dh on its face, it might look like an effective program because the juveniles go on to commit fewer climbs, that he had been committed in the past. So you might think, oh, therefore, the program was effective, that that’s not thinking about what would have happened otherwise. And in fact, when the program’s being tested, it seems to increase rates of criminality. So if those juvenile delinquent hadn’t been taken on the scared straight program, they would have gone on to commit even fewer clients. Yeah, and that’s, obviously chris looks it’s. A program that’s actually doing harm for society. In fact, one estimate put suggested that for every dollar invested in the program, society bore the cost of two hundred thirty dollars, as a result of increased canal. Startling yeah, and scared straight has been the subject of cable tv shows and lots of popular press and yeah, remarkable dahna yeah. All right. Due to time, you know, we have tio we got to move to our our fifth question. What are the chances of success? And how good would it be? Great. And this is a way tio compare very concrete ways of doing good. Like i was talking about sleeping in bed nets or de worming children with things are more than certain, like lobbying for political change or time expiate societal norms offgrid shift on dh you might think, oh, it’s, just impossible to make these comparisons is unquantifiable. I think that’s too hasty on dh. So i think that you, khun, make this on this by using the idea of expected value which is this idea of looking at the probabilities class looking at just how good would success b andi and then you multiply those two. Together and that’s the expected value. So if you’ve got a one in a hundred chance of saving one hundred lives, hyre i meant at least as good as, you know, a guarantee of saving one life right point. Zero one times one hundred that’s one in a hundred chance of saving a hundred people, they get a guarantee. What say from one hand on dh flew this. I think you can start at least get a rough comparisons of how good certain sorts of systemic change. Operations are i give one example again on a personal level of someone deciding whether to earn, to give, for deciding whether to go into politics and with her, we look at what the odds of her successfully becoming an aunty or in the cabinet ministers in the uk come and then secondly, time looked like, well, if she were that successful, just how much of an impact would you be having on dh using this? We got conclusion, but it was likely that she be able to do an awful lot more good by becoming a politician, and i just kind of learn to give and donating her in-kind concrete, measurable challenges on. So i think there’s like a power that have a more vigorous, reflective way of thinking about, you know, systemic or lower probability, but hyre upside change versus more concrete, measurable ways of doing it right. So to not fear that which has a low probability but which has an enormous pay off exactly was the smallpox eradication was that? Well, actually, no, you make a point that there was already some political will behind that, so that wasn’t deemed to be a very small probability. Of success at its out at its outset, was it? I think it probably waas was don’t know looking had ever been eradicated before on so it’s still, i think, would have seemed like a long shot. And so it’s piela marchal they did manage to achieve it. But again, yeah, even supposing that had just seen they thought, okay, this is only a ten percent chance of this working are five centuries given, given the size of the how good the outcome would be, it would have clearly still being very worth doing. Yes. And so i think a lesson for non-profits is to not fear those low probability but very high payoff programs and work that’s like being effective, it does not necessarily mean only doing things where you can quantify in short time period, the impact you have it. Yeah. And of course in leading to the second, which leads directly into the second half of your book, which we don’t have time to do, we do another hour for that, but the concern about too much distraction and overemphasis on ceo pay and proportion of revenue that goes teo overhead administrative costs those those those things are i think you call them distractions? Yeah, i think that’s exactly right when you’re thinking about giving to a charity you know, it’s just in the same way as if you were buying a laptop. You don’t care how much tim kirk is paid as a ceo. You don’t care how much apple spends on its administration costs. You just care about the quality of the products and how much that costs. I think we should play the same to the case of chapter brilliant. We have to leave it there. Well, thank you so, so much. Thank you. Thank you. My pleasure. The book is doing good. Better. How effective altruism can help you make a difference. You want to follow will on twitter, he’s at will mccaskill. Next week you’re bored as brand ambassadors. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com responsive by pursuing online tools for small and midsize non-profits data driven and technology enabled and by we be spelling supercool spelling bee fundraisers. We b e spelling dot com. Our creative producer is claire meyerhoff. Sam liebowitz is the line producer. Betty mcardle is our new am and fm outreach director. The show’s social media is by susan chavez. On 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. Durney what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address 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 March 3, 2017: Prosperity Paradox

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Alexa Cortes Culwell & Heather McLeod Grant: Prosperity Paradox

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Silicon Valley boasts 76,000 millionaires and billionaires and revolutionary innovation. Yet local nonprofits struggle to meet demand and suffer inadequate reserves. Researchers Alexa Cortes Culwell and Heather McLeod Grant explain the disconnect⎯and the lessons for your organization. Their report is “The Giving Code.”

 

 


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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 we have a new am and fm outreach director betty mcardle she’s, based in portland, oregon. She has a long background in community radio, and she was recommended by her predecessor, gavin doll. I appreciate that, gavin, but he’s got lots of experience. She loves non-profit radio, so i know that we are in good hands as we bring mohr affiliate stations to the flock, the family, the foundation, the community very glad you’re with me. Betty, welcome. Oh, i’m glad you’re with me. I’d be stricken with simpatico tonia, if you got me nervous with the idea that you missed today’s show prosperity paradox silicon valley boasts seventy six thousand millionaires and billionaires and revolutionary innovation yet local non-profits struggled to meet demand and suffer inadequate reserves. Researchers alexa cortez culwell and heather macleod grant explained the disconnect and the lessons for your organization. Their report is tthe e-giving code on twenty steak two i’ve got a plan giving webinar coming up. We’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com and by we be spelling supercool spelling bee fundraisers, we b e spelling dot com. I want to welcome alexa and heather to the show, but they haven’t called into our line yet, so we’re waiting. Sam, of course, is struggling. You’re sending them texts to sam. Okay, sam is trying to get them on the line. Wth e-giving code is their report, and this is based on silicon valley. New philanthropy and the paradox in silicon valley, where there is enormous wealth and enormous innovation and research going on, and yet silicon valley non-profits r struggling to meet what are actually growing needs, we’re going to talk about thea, the shrinking middle class in the silicon valley they ladies define the silicon valley with in terms of two, there are two counties, and we’ll talk about those that they define as the silicon valley area specifically for their research and the report e-giving code. So it’s ah it’s frustrating to hear that with the enormous wealth and, you know, we’ve got statistics like, um, well, it’s, a super rich place the number of millionaires and billionaires is has grown incredibly in six years from, like two thousand eight to two thousand thirteen, individual giving rose incredibly from, like two billion dollars to have almost five billion dollars, one hundred fifty percent increase the number of millionaires and billionaires now at seventy six thousand. In these in these two counties santa clara and san mateo counties, so enormous wealth and considerable growth in giving but the non-profits in those two counties, our ah are struggling. I’ll tell you what, we’re going to go out for a break and we’re going, so i’m going to try i’m going to regroup and see what sam has done, and maybe i’ll call the women myself and see what’s up with how come they haven’t called in to our line yet so let’s go out early for the break, we’re gonna come back with e-giving code and hopefully the two co authors of the giving code stay with us, you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation really all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website philanthropy dot com fund-raising fundamentals the better way welcome back to big non-profit ideas for the other ninety five percent. We’ve got one of our co authors, i think, it’s, alexa, alexa, is that you? Yeah, okay, alexa, thank you, alexa cortez culwell, cofounder of open impact and a longtime philanthropy advisor, speaker and facilitator for the past twenty five years, she’s built and managed foundations and philanthropic initiatives for successful entrepreneurs, including serving as ceo of the charles and helen schwab foundation. She’s at alexa culwell and open impact is at open impact dot hi. Oh, welcome, alexa. Thanks for having me. You’re welcome, pleasure and honor to be with. Thank you. Is there gonna be calling in shortly? I am sure will be joining us soon as you can. Okay. All right. Well, we’ll see her on the panel. We have the dashboard for the the conference line. Okay, so let’s, then let’s, get get started. I gave a little overviewing while in the first block while we were waiting, hoping you were going to call silicon valley is very rich. I went through some some statistics about the number of millionaires and billionaires there. Seventy six thousand. But talk about the growing need. I didn’t. I didn’t cover this part yet. The growing need that non-profits air facing. Yeah, so we uncovered that there’s, this incredible growing wealth in the region and with it is growing philanthropy. And then there’s what we call a prosperity paradox and that’s exactly right. So it’s, this enormous economy and all of these wealthy people, and yet thirty percent of our residents are replying on some form of public or private assistant. Yeah, that’s! Incredible! A third. A third of residents need some kind of public assistance. Nearly a third. Yes, and one and one in three, which is a third of our kids are going hungry, so they’re on free. And reduced lunch programs. They’re accessing food from the food bank and other things. Um, what is the non-profit community like there? In terms of numbers and size? I know it’s ten, small and struggling, but give us more color than just that. Well, like the rest of the united states, the majority of our non-profits their small under a million dollars in revenue. And since in the last ten years, we’ve actually seen a lot of growth in the number of our non-profits almost thirty, one hundred non-profits in the region. And so and so we have a lot of non-profits a lot of small inns, and we also have non-profits that are struggling to get by. So they’re being displaced by this economy. They’re under siege and what’s. Interesting is not only are they kind of being displaced, they can’t afford actually operate in the region. The demand for their services is at an all time high, so people are on wait lists there being ah, dahna, you know? They’re just asking for help that these non-profits can’t keep up with that kind of thie irony of all of this and as a result, our non-profits they’re struggling, so they actually have deficit that are above the national average for organizations there and also being displaced from office base because it’s, the silicon valley on and i mentioned earlier san matteo in santa clara, county’s that’s how you define silicon valley office space is at a premium, so that’s costing them and that’s hurting them. Um, i have some of the stats from your executive summary eighty percent of non-profits reporting increasing demand for services over the past five years, seventy four percent don’t have access to high net worth donordigital works significantly hindering their outreach. We’re going to talk about that. The gap there, fifty one percent say they will not be able to meet demand for services this year and and on and on, you’ve got very nice multicolored summary there on page three of the executive summary, but of lots of lots of pretty colors in those in those stats, i like the electric i appreciate the color, thank you and think you’re actually reading the report and i do what you think of earth people to dig into our data. It’s awesome and there’s a lot of it. You think i don’t prepare for the show or what? What do you think? You’re very well off the cuff. Well, we haven’t. We haven’t spent the hour together yet. We’ll see what happens in one one fifty nine eastern rolls around. See if you still say that, but yeah, now the summary, i have toe critique a little bit because it’s my nature, i think the executive summary is a little on the long side. Sixteen page. I mean, i’m executive summary. I’m looking for like, two paragraphs. Well, then i won’t torture you with the full report, but it’s seventy nine pages of even more data graphics and deeper insight, and i really would urge people teo get into the executive summary and if and if they’re interested to really, really dig deeper into some of the analysis and implications for their work. Well, it doesn’t mean sixteen pages it’s a really tough topic and there’s there’s just i think we’re going to need to really kind of carefully consider these issues that were going to actually want to solve them. Well, i’m well acquainted with take point taken. Okay, now, but i’m well acquainted with the full report. I’ve read large pieces of it. I do not read all sixty nine pages, but okay, you know, executive. I mean, i’m a busy person. I don’t know. I’m sure you’re busy, but i’m busier. I need i need to paragraph executive summary. So, please, maybe you need a summary of the summary. Can you do that? Yeah, well, well, i think that somewhere you were pretty forward if we want to give it to people here and then they don’t even have to read the report. They can hear your interview. Go. Okay. Okay. I got it. Like i say, executive summary is the situation sucks. It’s bad and yeah, and we can do some things to help it. Is that teo teo to kurt? Well, i think i think that’s the set up to this report the set up is we have growing wealth and growing philanthropy in silicon valley. We haven’t even dug into that. So it ends up that all these wealthy people in silicon valley are actually giving a lot of money away where the disconnect is is that money is not making its way to a local causes an issue and the community based organizations, right, that kind of are the champions of those issues and those residents who need help and that’s the case in many communities, right? I think this is a trend we’re seeing across the country, you’re we’re seeing increased income disparity, we’re seeing growing need by the by the residents who are the most left out, and then a non-profit community that’s under siege. And so we’re interested. And yet we see this growing wealth and we think, well, are they giving money away? And if so, why isn’t it making its way to me? Where is this money going? And so in silicon valley, we track all of these statistics. We tracked individual giving the growth in private foundations the phenomenon called donor advised funds and also corporate giving. And there was mortgaging everywhere that was kind of the astonishing fact. But the majority of it does not go to our local organizations and heather’s now on the line, and can be brought into the call to add into this dialogue. Okay, sam, you’re ready way. Have heather. Okay, wonderful. Let me introduce her. Heather macleod grant is the other co founder of open impact she’s, a social entrepreneur, author and consultant with twenty five years of experience and social change. Both these women have twenty five years. Everybody’s got twenty five years today except neil fight host with twenty years she is. She is co author of forces for good six practices of high impact non-profits, which was named a top ten book buy of the year by the economist she’s at hmc grant and again open impact is that ah, open impact, dot io and also at open impact team. Okay, heather, welcome. Welcome to the show. Hi, tony. Thank you. And i apologize for the technical difficulties. That’s. Okay. Well, berate you later, it’s not, but not on the air. It’s ok, um okay. So alexa and i have been ah, diving in and let’s bring you in where? I guess we were really at the point where we’re saying that essentially the need is scaling much faster than the support is growing locally. Locally, that’s the point that election was just making heather let’s bring it in. Let’s bring you in with an explanation of what the giving code is, yeah, so the giving code, we talk about it in the report, and we talk about it being this kind of implicit approach philanthropy that many of these new donors have that is very much it’s, very much informed by their business background and experience, and they’re they’re they’re sort of expertise and technical companies, so for example, they’re very focused on impact, they’re very driven by metrics they’d like to measure outcome, not surprisingly, their innovative and disruptive, so they really like to think about, you know, how they can hack systems and change things like education or health care. They’re very connected and networked with their peers again. Many of these new donors are in their thirties and forties, they’ve grown up in the era of social media, they like to do things with their peers, so we see a rise and e-giving search kinds of group e-giving activities and you know, they’re they’re really again. Their approach to philanthropy is very much informed by their business background and experience, and so sometimes, unfortunately there’s a disconnect between this business like approach to philanthropy and the approach that community based organizations take yeah. And in fact, well, first, i want to make something explicit when we say they and they turned the donors were talking about newly wealthy philanthropist knew ah, high net worth ultra high net worth millionaires, billionaires in the inn, that to county area the way you, the two of you to find silicon valley there’s also ah, skepticism of non-profits heather, yes, absolutely. They look out across the landscape and they see this fragmentation among non-profit organizations, and they really think that non-profits aren’t being businesslike enough in their approach. So again, it doesn’t mean non-profits they’re wrong, they’re just not meeting the expectations of some of these new donors. Um, and and they do tend to be skeptical non-profits don’t inherently have scale. Almost eighty percent of them are operating on less than a million dollars in budget. That’s true for these two counties and it’s true for the rest of america as well. So these are the guys we’re used to running multibillion dollar companies, and they see these small, tiny non-profits and there’s just a massive disconnect you mentioned the growth of unicorns in silicon valley, which is the unicorn is a greater than one billion dollar asset value pre ipo and how the number has grown to twenty something right? I think in the region, yeah, there’s twenty one unicorn in these two counties now, i’m sure there’s i think there’s something like forty six forty seven nationally, but you know more than our almost half of the unicorns that we see now are here in silicon valley, and you’re correct those that’s kind of the local jargon or lingo for start up companies that have a billion dollars evaluation pre-tax haven’t, in two thousand eleven, there were three unicorns and twenty sixteen there were twenty one so again, just enormous growth in wealth and scaling. You refer to a bigger, better, faster, essentially, too, to summarize what the newly wealthy philanthropy philanthropists think and how they think, and then there’s the skepticism of non-profits of it, i mean, you don’t you don’t use this word, but would you say it? It suggests in a certain arrogance among these, these folks? Well, you know, some would say someone some would use that word. We wait, we don’t say it’s arrogance, i think it’s perhaps more ignorance or not understanding how. Social change works, but, you know, i do think some of these donors can’t come across that way in their approach to social change, they think, well, i built this billion dollars, you know, app that scaled in three years, i’m going to go fix public education, and they don’t really have an understanding of how complex social systems are, um, and again there really obsessed with scale and, yes, moving really fast and unfortunately, social change is an entirely different beast than building an internet company, right? It’s complicated and involved multiple stakeholders, you often have to find ways to work with a partner with government latto leverage the significant resources that are already in government, you’ve gotta engage communities, and you’re really trying to solve market dafs where they’re actually isn’t a paying customer sometimes, right? It’s, you know, solving homelessness is not something that you could do with the technical app, so so the complexity of these problems, i think sometimes pla mixes these new donors, and they do come in with this mindset of, you know, i felt this huge company, how hard can it be? And i think what we’ve seen many of them overtime. Bill gates, mark zuckerberg and others have learned that it’s actually really, really hard the’s air really big, intractable problems, and it takes time and it takes patience and it takes resources and it takes working in very different ways than just building an internet company. You and alexa are very nonjudgmental in the report, but it’s well, actually, tony, i’m going to jump it. I’m going to jump in here. It’s really not about judgmental or non judgmental, we find that not really going to help us get to a solution, and we call it the empathy gap because when people start relegating each other teo arrogant one percenters or social do getters, we find the conversation just stops and everyone walks away frustrated why heather and i wanted to write this report is we wanted to really probono deeply like, how could we get these two sides that are so disconnected? Who speaks such different languages who have such different mindsets and frameworks? How could we leveraged their strength to come together to really solve community problems? And if we stop at just going okay there too arrogant and you’re too much of a do better we don’t. Get to the solution, and the reason we wrote the report is we wanted to get past kind of those stereotypes and begin to bridge the empathy gap that is so wide right now. By the way, alexa, our listeners will know that earlier, when i said when i said i may be busy, but you’re busier. I mean, what did i say? I may be busy, you know, i said, you may be busy, but i’m busier. That’s what i said, listeners know that i was joking, but you might have rolled your eyes and said, who is this clown? But, you know, now i’m andi, i’m teo for twenty minutes, and yeah, he’s only takes about thirty seconds for people to recognize my i mean, i’m judgmental about myself, arrogant, certainly big doses of scare of sarcasm, so all right, we’re all busy, but heather, that was in the context of i was saying earlier, when i see executive summer, expect like, two paragraphs, not sixteen pages, and then the sixty nine full page, sixty nine page full report that i had to reed, you know, so i was that i was asking alexis to scale it down. But i understand it’s, a complex problem, and all right, but i expect to pay an executive summary. I was scrolling through the pdf. Is that what this is a summer? You need a. You need a summary of the summary? Okay, wait, we got a little ambitious. My last project was a book, and so i let you keep joking that i was trying to turn this into a book. So all right, well, you’re in the right trends in terms of least my attention deficit. So you know the next thing you could do instead of a report, maybe, just to a paragraph. Great. Well, we could try. I suppose you could sum it up. You could probably get into one hundred forty characters if you tried really hard, but yeah, basically, it sucks. I had said that earlier. All right, let’s, get to the to the challenges that you identify between that are preventing the two communities the newly wealthy philanthropists and the community based on non-profit organizations from coming together. Alexis let’s, go back to you. You basically the first one is they don’t they don’t know each other that’s how i know that that’s how i put i’m using my words you have different, you know, you live in silicon valley, it’s a pretty compact in place. We’re not talking about, uh, this enormous area, these air to counties and people live pretty close together. And some of our poorest neighborhoods are right next door. Some some of our wealthiest neighborhoods. And yet these two groups of people the ones who have all this capital and are giving it away, and the ones who desperately needed in order to help are most needy residents. They just are worlds apart. They have completely different networks and ways of thinking about place. And at the heart of it, it really is about community in place, so the donors are often globally minded. They’re working or running global companies, they’re traveling all over the world for those companies, and they will have homes in different places and relate and identify with different places as their home in community, whereas the nonprofit and community based organizations that we work with r really thinking about places, the place where we live and raise our families and our kids go to school where we go to work every day, and this is our community, and it deserves our attention, and it deserves to be healthy and vibrant for the sake of all of us. And so the social networks just don’t meet as often as you might think they’re like worlds apart, even though they may only be blocks apart. Yeah, you call it the more articulate that you called the knowledge and information gap. I was just saying they don’t know each other. Let’s let zach with you for another one. What you call the social network and experience gap. I just say they don’t have ways to get to know each other that’s, right? They don’t, they don’t, they’re not at the same cocktail parties, they’re not vacationing in the same places. They’re not even going to the same grocery stores, and even though they live sometimes within a mile of each other. That’s, right, it’s just a very stark contrast and kind of an odd conundrum, but it makes sense, right? I mean, there’s, a sense of place in community is different, and their social networks are really different. Let’s jump over to you and and continue this thread on the gaps that what you call the mindset and language gap, i just say it, they look at the world differently. Yeah, that’s, that’s going back a little bit of what i was saying before about this language of business and metrics and scale and that’s a language, you know that these tech entrepreneurs have come up and many of them have had almost no exposure to social problems or public policy or government or social work. And on the other side you have non-profit leaders, many of whom came out of programs for public policy or social work and who really speak a much more moral language, a language of ethics and social justice and taking care of the least well off. And so, again, we find that there is kind of a disconnect in terms of the language and frame works in the mental models, if you will, that the philanthropist use versus the language and framework and mental models that community based organizations in particular use and later on that that many of these community based organizations were serving low income population, sometimes there’s literally a real language kept sometimes these populations are speaking spanish or their low income asian communities, so you’ve got lots of different layers of disconnect, and and that leads to what we ultimately say is an empathy gap and that’s why we don’t like to use words like arrogant, we don’t wanna point fingers because we actually feel like that’s already happening too much it’s too easy to write off these business people is being arrogant and greedy and that’s actually oversimplifying and it’s not also taking their good intentions into consideration. We really think we need to get beyond the empathy gap, have each side try and understand the other in the world that the other is living in and that that’s what’s going. To ultimately help bridge the gap. Okay, perfect, ladies, we’re going to take a break for a little while. Your i have to do a little business for our sponsors, and of course we’re going to continue our conversation for the remainder of the hour. And now that we’ve talked about what creates the what the gaps are, you know we’ll spend the balance of time talking about bridging those gaps on the positive side and, uh, encourage you again to have ah, two paragraph summary of your executive summary, so stay with us. Ladies duvette there’s more of this prosperity paradox coming up first, i got a chat with you about pursuing because they have a new info graphic grow your monthly e-giving your problem, you need to raise more money solution in part monthly giving and that’s what the infographic is about. Ah, it helps you, whether you’re creating a program or trying to convince your board or your c e o of the value of a sustainers program or you need to grow your existing program and your fund-raising mix the infographic has got strategies to launch and grow tells you how long you can expect sustainers to stay with you and gives you tips for attracting new donors and there’s more to it as well. It’s all in mourning for graphic. Amazing, very, very highly concentrated, dense with value. And it is at pursuant dot com quick resource is my voice just crack get resource is fourteen years old quick resource is and then info graphics at pursuing dot com we be spelling spelling bees for fund-raising you need a fun millennial event, check out the video it’s from one night of spelling and stand up comedy music great fun! The video is that we be ee spelling dot com now for tony’s take two. I am doing a free webinar coming up later this month. It’s jump start your planned e-giving how to get started. Who the best prospects are were the types of gif ts that you can start promoting right away right away easily dispel yourself of the myth that plant e-giving is only for larger organizations and only for major donors. Both of those are incorrect. Both fallacies. I’m gonna explain plan giving simply ah, not using my legal background. I can explain it to you so that you will understand it. And understand how to get started. You know my focus is small and midsize shops that’s who the webinars for it’s on thursday, march sixteenth two o’clock eastern affiliate listeners there is time for you to be with me. I know sometimes the timing doesn’t work for you by the time i and i put something in the show and then by the time you’re your station airs, it may be too late. This one the timing is perfect for you it’s march sixteenth there’s still time you register at tony dot m a slash jump start your pg the link is also on my video, which explains a little more about the webinar and that video with the registration link is at tony martignetti dot com. And that is tony’s take two and i feel like doing live listen love podcast pleasantries and affiliate affections a little differently today we have listeners all over the country all over the world, but today i will instead of identifying city and state and sending love and pleasantries and affections, we’re all one big non-profit radio, family flock, not a church. I almost said church, not a church, but we’re one family. Whether you’re listening live right now or among our twelve thousand podcast listeners or among our am and fm affiliate station listeners, today, we’re one big non-profit radio family. So the love and the pleasantries and the affections go out irrespective of what your method of listening is. I’m very glad you’re with us. That is tony steak, too, all right, let’s, bring the ladies back, and, uh, you know, you, uh, you have something interesting. Anybody can comment on this, the you devote a page in the full report to the good wani brothers. They sold their company to netscape in nineteen ninety eight, and in two thousand three, the co founded a nonprofit to india community center. And basically, what i come away from that page is they recognize the brothers, recognized that this is hard work, having a non-profit. Yeah, i love that story in our report. And tony, it does prove that you’re you’re a much more diligent reader than you let on, because that’s all the way on page fifty for the report, but there was a couple of reasons we wanted to feature their story, their immigrant, uh, americans who came from india, they started a really successful company, that’s contributed to the economy in the valley, and then they decided to give back by starting a nonprofit that would serve the indian diaspora in silicon valley. That would be a gathering place for indians to come and to share culture and food and language and ping pong, which they love. And so it’s an enormous community center not unlike the jewish community center model we often see in the u s and they started the very first one and silicon valley, and we talk to them because we wanted to hear about there journey, starting a community based organization and also about how philanthropy work in other cultures and communities. And, you know, philanthropy is a rather novel thing to america, it’s part of our culture and its distinct distinct from other cultures and other parts of the world, and so they just shared how challenging it’s been to raise money from other indian americans around this really compelling non-profit that they’re building because they prioritize helping their families back at home. E-giving toe heart hyre roo i causes in india, where you can literally save someone play for set their whole life on a new trajectory by sending them to school for hundreds of dollars a year on get this incredible return. And so they’ve been on a journey to figure out how to build a sustainable business model for this very vibrant community center that they started some time ago. That was alexa, right? Or is that just alexis being? Yes, i’m a little disadvantaged cause you sound a little a little like, but i figured, yeah, that xero voices don’t don’t apologize, and i want to remind listeners that alexa cortez culwell and heather macleod grant are the co authors of this the of the study i’m called e-giving code and also co founders of open impact ladies, how come open impact your your your your consultancy around social impact and how come you’re dot i owe you? Didn’t you didn’t get in early enough to get dot com or dot or gore dot net, will you not dot org’s? But how come dot i owe on your for your very trendy, trendy and hip trendy in him, it is kind of the forefront of of the new. Yeah, but, you know, a lot of people buy up lots of names with dot org’s dot com, even though they’re not using them that we just went. Dad, i oh, okay. It’s. Another word you came? Yeah. It’s. Cool. Because why? Oh, i iove well, well, because that io is also open impact initial backwards, right? So it’s ah, it’s ah it’s a palindrome that’s, right? Oh, i i don’t. I don’t. I don’t know what kind of some kind. Okay, well, yeah, if you take just the initials but it’s not it’s, not a lie. Dot io it’s open impact, your honor name. We will tell you what, why open impact is such an important name and part of the value of the work we do, which is we think that non-profit leaders today are constantly balancing the tension of staying open and adapting to the complexity that they’re dealing with all around them, the external landscape is so volatile, but they’re also being required to really measure their impact and report that in clear terms. So we are really committed, teo writing and speaking and publishing about that. And we help our clients with that. Yeah. You have a very good video at open impact dot io who’s who’s fireplaces that that you’re in front of that’s. A beautiful fireplace. Is that one of your homes? No. That’s, a dear colleague of our living room. Okay, i kind of want to see the kitchen. I was hoping the second half of the video was gonna move into the kitchen because the fireplace is beautiful. Fabulous. Yeah. Labbate all right, maybe the next video, he’ll let you use the kitchen. Okay, let’s. Go back to the substance, though, so let’s, start bridging the gaps. I don’t know who want to take the first way, but, uh, you do something. You suggest something called connect to build empathy. We want to talk about that. Yeah, this is heather happy too. I’m happy to jump in on that. So so i do think bridging these gaps really starts by finding ways to bring these donors and these non-profits together and there’s a couple of examples in our community of organizations that are doing that we’ve also seen traditional intermediaries. Their role has very much changed in this landscape. I don’t think alexa touched on this before it joins the call, but just in brief our local united way has emerged, so we now have a bay area why united way that serving like twelve different counties and our community foundation is very nationally and globally focused on working with many of these donors on all levels of e-giving but not just community e-giving so what we’re finding is, as these intermediaries have kind of changed their role in the ecosystem, new intermediaries, air having to step in until some of these gaps. One example is to silicon valley social ventures, which was actually founded sixteen, seventeen years ago by laura, ari, aga and reasons and it’s e-giving circle, where donors actually come together, meet local non-profits vet them, they pool their money and their resource is so you don’t have to be a billionaire. You don’t even have to be a millionaire to join you can contribute six or seven thousand dollars pool your money with other donors and then vet local non-profits and find knows that you think are, you know, the most interesting, having significant impacts have leadership that you like and basically make an investment in that organization and what’s really great about this model is many of the partners in this e-giving circle actually take board seats or become mentors to the non-profit so this is, you know, one example, but we think it’s the perfect example of what we need a lot more with these opportunities for these donors to actually connect with these leaders, mentor and coach them start having a conversation where the non-profit leaders can teach the business with yours about social change and why it’s so complex and why it sometimes really hard to measure their impact, and at the same time, the business leaders could bring their technical and their marketing and their strategy skills, cities non-profit organizations, and really helps them be even more effective. So it’s again connection and learning together, we find it a very effective way to start. Bridget yeah, engagement if i put a five letter word to it, genuine up boat way just lose alexa, i don’t know. Heather used to with us, no, i mean, i’m here, i’m good, we’re here. Oh, you are okay. Whoever was whoever was listening on the call, the third party that wasn’t invite the third party that wasn’t invited, just dropped off. All right, they could have just listened online. It’s so much easier than calling the number. Um, yeah, and i think, you know, this is the section bridging the gaps that has the real value, i think, for our listeners, because these are things that non-profits can do in their own community. You know, there are lessons. That’s, why i wanted to have this conversation with ladies, because there are lessons for the entire nation’s non-profit community based on your findings. Just in two counties in california. What do we got? Well, this’s, alexa, you’re exactly right. I mean, the report is received a lot of national attention because issues of income disparity, issues of the wealthy and philanthropy, and the very unhealthy state of many of our local community based non-profits is something that is concerning in many, many cities, in urban areas and even rural areas in the country. So i do think we’ve been surprised at how much has been resonating, because on one hand, silicon valley is so unique. But, on the other hand, is part of the really odd story that we’re also so much like other places. Yeah, well, that’s, your it’s, a well written report, and that it comes out the value for the community nationwide comes out if i can call that a community. Oh, and all that national media attention has brought you to this moment non-profit radio. You see that, right? Yeah, and we’re grateful to you see that? Yeah, okay, what, i don’t know, whatever the national media you’re on, but it brought you two brought you here. So there’s, roger’s stepping stones, all right, let’s, let’s, let’s, continue to bridge the gap. Thank you for agreeing. You have no choice. I understand that let’s, continue bridging the gaps. Who wants to talk about creating educational opportunities in your your step two? Well, this is heather. I can jump in again. I mean, so two thoughts first on the like this resonates across the country mean, one thing we are doing, you know, we start to see up solutions in the report, but we’re actually starting teo focus even more on what would it take to implement execute some of the solutions in silicon valley? Because we actually do think if we can start to solve some of these divides here that’s a model that other communities might want to emulate, but going back to what you said, tony, i think it does come down to engagement, and one thing we’re realizing is that that both sides need to be educated that can happen through connection and experience are learning the both sides really need to build their capacity to engage with the other. So in this case, many community based on profits, they’re so resource strapped, they’re so focused on being head down, trying to serve the communities there, serving that often they’re not actually doing a good enough job of creating real donor engagement opportunities. Finding ways to connect into these networks happened to these networks. I get it that takes time and money, and when you’re serving the poor, the temptation is to spend all your resources on your program. But then you have nothing left to build your organization and build your outreach and build the donor engagement opportunities, or even to market and get your information out of these donors even know that you exist. So we think there’s education opportunities on both sides the opportunity to build the capacity of non-profits to be more sophisticated and how they reach out and engage these donors and how they have theories of change and strategies and how they measure their impact to the extent that they can and how they can tell stories used metrics, not just wonderful anecdotes, i think again playing both the head and the heart, same time donors need education to we were astonished as we talk to many this philantech how long it takes him to get up the warning firm, sometimes five or ten years, and there are some programs out there, the philanthropy workshopping one there are some other programs out there that focus really on donor education, but we need many, many, many more programs like this because there are many more millionaires and billionaires who are coming online with their philanthropy and our country stuck. They don’t even know how to get started, so so education can also be a stepping on dh, creating things. Circles are accessible and communities all over the country, and the data is showing that when a donor joins e-giving circle, they give more and they give more faster, they accelerate, they’re giving their more satisfied there, more confident, so really simple things. Non-profits khun dio is help think about curating e-giving circles or joining with partners, and if a donor is listening to the podcast, you know, joining a e-giving circle is just a a fabulous way to accelerate your impact. Also also just creating or seeking out volunteer opportunities, and i have to stop you. Alexa, hold on, we’ll take our last break. Hold that thought, please, andi will continue, okay, hang on. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they only 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 guess directly. To sign up, visit the facebook page for tony martignetti dot com. Hi, this is claire meyerhoff from the plan giving agency. If you have big dreams but a small budget, you have a home at tony martignetti non-profit radio. Oppcoll welcome back to big non-profit ideas for the other ninety five percent. I’m with alexa and heather, and they are co authors of the giving code that that is they’re reporting you confined their full report and the lengthy executive summary there’s my judgment, i’m not i’m not no, i am not nonjudgmental judgment confined the full report in all its robustness, both forms at open impact dot i oh, which is actually a very pretty sight, ladies. All right? And i do love the video. That’s a very good video of the two of you. Um okay, alexis, i think you had a thought that i cut off you wantto ex charity? Well, i was just saying that, you know, a creative thing for a non-profit to do would be teo curate e-giving circle on the cause that their organization is all about and to try to get some donors and learn about the issue and to learn how to give and donors likewise confined giving circles there’s lots of those in their communities. It’s an easy way. Easy, inaccessible way to plug in non-profits i think there’s lots of capacity building opportunities for non-profits and they really need to think strategically about building their capacity to pitch their organization proactively. So what a lot of donors told us is there often coaching non-profits on what they need rather than having a non-profit pitch some kind of anticipating what they’re going to need, and i think it’s pretty easy to anticipate what the donor’s need they want, like, a really clear narrative about what the organization does, and they want really clear numbers, they want to know very basic things in a very clear way, like, how many people do you serve? How deeply do you serve them? What’s the evidence you have that something is changing in their lives for the better, and how much does it cost to do that service and why? And non-profits really struggled to just step up and and frame those issues in a non apologetic way, never heather and i are out talking non-profits they they really struggled to just kind of state and the state it clearly, and so the best advice we can give in terms of educating yourself is to go out and really learn how to put together follow-up plan that you can pitch to donors that really anticipate their objections. Like, you know, overhead is a big objection donors donors often will express. And the leader who just, like gets ahead of that. You know, who really explains what the organization does and why how they do it so efficiently is really gonna win with owners versus one that’s kind of caught on their back foot trying to answer that question. Yeah. You refer to the overhead myth, and i thought we were i thought we were past this. I had back when this happened. When? When? Guidestar and charity navigator and better business bureau wise giving alliance. I created this problem. I had the three ceos of those organizations on and we talked about thea overhead myth letter that they all signed for the country. And this was back, like, three years ago. I think it was twenty thirteen. Are we not past the overhead myth among, well, let’s talk about the court you’re dealing with among newly wealthy philanthropists. Are they not overhead that? Are they not past that overhead myth problem? Well, tony, this is heather and it’s. Interesting. Because my book forces for good came out almost ten years ago and we started to take on the overhead myth in our book back then, and i think, unfortunately, even though those of us who are kind of insiders in the nonprofit sector feel like, you know, haven’t we gotten past that? Haven’t we said it’s really about impact and outcomes, not the inputs that it takes you to get to that impact? Unfortunately, i think some of these new donors coming online are not yet with the program, and these kinds of, you know, stereotypes and overly simplistic ways of looking at measurement, unfortunately continue to persist. But as alexis said, we’ve also seen amazing examples of community based organizations taking that argument and just flipping it on its head. So one great example. Peter forton bob, who runs the local boys and girls club in our community, serving literally thousands of low income students and kids and partnering with schools. He’s really been a subtle intra printer, and within the boys and girls club network, he’s really innovated around their core models and, you know, i went to a fundraiser they had two weeks ago, and not only did he have the ceo of youtube, susan would just be was a judge. On the panel, he had the ceo of lincoln in the audience, and he had cheryl sandberg is opener, the ceo of facebook. And when he got up to give the pitch to that audience, peter, by the way, has a harvard mba. It worked in tech. Former mackenzie really smart guys made some money now dedicated his life to service and running this grassroots community organization. So he knows how to talk to these donors. And he stood up and he made a pitch that you would hear kind of on sandhill road and the tony kind of blue chip venture capitalist offices. He stood up and he said, guys, this is not charity. This is an investment. This is an investment in the youth in our community. This is an investment and where we live, this is an investment in our future workforce. And by the way, we hyre top talent. We have a great organization, we have state of the art technology. We don’t work on twenty year old computers and guess what? That costs money. But if you invest in us here’s the return, you’re getting it on that investment and he walked through the numbers. Of the impact that they’re having, and i’ll tell you what, they raised a million dollars in one night in that room, unbelievable and that’s an example of what we don’t see enough non-profit leaders doing is getting out ahead of the argument, anticipating to push back and saying, yeah, you know, you want me to run a small, shabby organization that’s never going to scale or have impact? Fine, then we can talk about overhead, but if you really want me to have impact, you’ve got to pay for the things that it takes. So we would just love to see more non-profits in this country, learn from these examples and figure out how to do this and get on the front foot rather than being on the back foot. Excellent, excellent. Okay, we have we have just about, like three minutes left together, ladies. So and i want to get to the rest of the your specific methods of bridging the gap. Let’s just stay with you, heather, and talk about just in like a minute or so. Increasing coordination and collaboration among non-profits on dh and then also among i know that’s hard to do in a minute, but then also among the let’s, just talk about it for the non-profit just on the collaboration on the non-profit side. Okay? Please. Yeah, so this is all i’ll be quick, and then i’m sure alexis may have something to add as well, but, you know, i’ve done a lot of work over the last five, seven years of my career working on networks and collective impact, and we actually think this approach holds great promise when it’s done the right way because you have hundreds, if not thousands of tiny community based organizations, the answer isn’t necessarily to have them all merge because that’s not practical, but if you can get them more coordinated and aligned around the goals that they’re trained, the problems we’re trying to solve and setting shared goals and setting shared measurement and collaborating rather than competing against each other, you can actually have much more impact cubine also attract more resource is because donors look out and they say, oh, finally, all these small little guys, they’re working together on solving the problem that’s what i care about, i want to put my money into that so there’s a couple examples in our own backyard one called the big lift, which is an early literacy program for early childhood development, and they’re working with several hundred non-profits they’re working with school district, they’re working with the county government, and they have managed to create this kind of collective impact network. So we think again, we need to see more of this in our sector, we need to see more non-profits kind of stepping up and really getting aligned with other non-profits and coordinating rather than everybody kind of putting their head down and doing all right, you have, and then you have a fourth, which is building capacity and addressing costs, and we’ve pretty much covered that not under that rubric. We’ve talked about that so let’s, let’s wrap up with, we just have a minute left celebrating success. Please, alexa well, so whenever we see a philanthropist and a non-profit doing this the right way, we need teo tell their story. And in silicon valley, we actually have some really great stories of where this is working. Well, so it’s not all bad news. We have some extraordinary philanthropist who are commited locally and telling their stories why they’re committed locally how they give their money to smaller community based non-profits how they partner with them is just critical to raising awareness that it can be a great and satisfying thing to do is a donor and and go beyond just e-giving safe bets to your alma mater or to the things that are familiar to you. Stepping out of your comfort zone has huge rewards. Andi, start funding these organizations and we have to leave it there. Alexa cortez culwell she’s at alexa culwell heather macleod grant she is at hmc grant. You’ll find the report and the summary at open impact dot io ladies, thank you very much next week. Thank you so much for being a call. Alright next week doing good, better effective altruism for individuals with takeaways for non-profits of course, if you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. We’re sponsored by pursuing online tools for small and midsize non-profits data driven and technology enabled, and by we be spelling supercool spelling bee fundraisers we b e spelling dot com our creative producers claire meyerhoff sam liebowitz is on the board is a line producer, betsy mcardle. Is our new am and fm outreach director. Welcome, bette shows. Social media is by susan chavez, and this cool music is by scott stein. Do with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Kayman buy-in what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark 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 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 latto deigned to add an email address their card. It was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were and and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It zoho, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation i 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.

Webinar: Jumpstart Your Planned Giving

I’ve got a free webinar on the basics of getting your Planned Giving program started for small- and mid-size nonprofits. There’s a lot you can learn and there’s a lot you can do to kickoff your program. We’ll cover types of gifts; best prospects; marketing; resources; and answer your questions. It’s hosted by Perlman+Perlman. 

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