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Nonprofit Radio for January 20, 2017: 2016 Giving Report & 2017 Forecast

Big Nonprofit Ideas for the Other 95%

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Rob Mitchell, Paul Schervish & Doug White: 2016 Giving Report & 2017 Forecast

No need to wait until June! Atlas of Giving CEO Rob Mitchell releases the Atlas’ analysis of last year’s giving and their initial forecast for 2017. Also, insightful commentary from professors Paul Schervish from Boston College and Doug White from Columbia University.

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent it’s inauguration day today we have a listener of the week i know which is more important for non-profit radio listener of the week is more important. Karen graham she e mailed me your whole hair thing is cracking me up. Thank you for bringing that joy into my day. Well, karen, thank you for taking such an interest in my exceedingly long hair. Longest it’s ever been in my life. I’m glad it brings you joy and i would ask you to speak to my mother about this, please, because she is routinely reminding me that her salon also cuts men’s hair on dh she’s threatening scissors while i’m sleeping, so i’ll give you her contact info. Ah, now karen is executive director of idealware, which i admire very much idealware dot or ge, i did a video praising them a few weeks ago, which you’ll find at tony martignetti dot com i don’t think you’ll find the video at idealware dot orc, which i’m most disappointed about franklin att leased a link you could’ve shared the link, i thought, but idealware is a very good organization dahna karen graham, executive director congratulations on being our listener of the week. I’m glad you’re with me. I’d be stricken with keto acid urea if you rained down on me with the idea that you missed today’s show twenty sixteen giving report and the twenty seventeen forecast no need to wait until june. Atlas of giving ceo rob mitchell releases the atlases analysis of last year’s giving and their initial forecast for twenty seventeen also have insightful commentary from professor of paul schervish for boston college and doug white on tony’s. Take two videos from the non-profit technology conference 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. Wee bey e spelling dot com i’m very glad to welcome rob mitchell back he’s uh, but on the show three, four times or so he’s, the ceo of atlas, of giving, you’ll find that at atlas of giving dot com he’s at philanthropy man or, as i like to say at philantech roman, which he probably gets tired of hearing me say, but it’s my show. I do whatever the hell i want. Is that philanthropy? Hman? That’s the end of it. Welcome back, rob mitchell. Thanks, tony it’s. Always great to be with you. It’s. A pleasure to have you. Thanks for coming up from texas. Thank you very much. So you’re you’re here to well, you’re here to release the the review of twenty sixteen and the forecast for twenty seventeen remind us, please. What is going on it atlas of giving. What is this all about? Atlas of giving at the atlas of giving what we do is we measure and forecast charitable giving by sector by source and by state, including washington d c and we release our information monthly it’s. Our forecast is updated each month. Our calculation of giving is updated by sector source and state each month. And our methodology is based on sixty five algorithms. What we did was we we had a team of twenty five phd level statisticians and analyst revue factors that we thought affected giving and two that they they added fifty percent mohr and they actually determined and what fact? What economic? Demographic and event factors are involved in charitable giving. And what their relative weights were for each category. For instance, the algorithm for corporate giving is very, very different from the algorithm for ah ah, church giving let’s say, so this this there are some commonalities, but they’re also. And when i say when i say correlation, this is based on what’s called correlation science a correlation, even a strong one does not necessarily indicate that that there is a relationship, and one example i’ll give you is that in our in our corporate giving algorithm, one of the key factors is auto parts sales. Now we don’t for a minute believe that auto parts sales have anything to do with charitable giving, but there is a strong there is a strong relation that variable correlates with that form of giving exactly for reasons that we could speculate. But in numerical regression analysis, those factors air correlated those two variables exactly correlated and just just so you know, this is the same kind of technology that the fed uses hedge funds use. I trust you, you’re a bona fide and and interestingly enough, the the auto parts sales is also part of one of the feds algorithms we found out so and one of the things we found recently because we’re continually trying to improve our algorithms and learned from them is that large equipment manufacturing index has a strong correlation with national giving. Okay, all right. We’re not gonna go too much into the mechanics of the details of it. Okay, but that’s, interesting large equipment manufacturing. And what was i just i’m sorry. What part in order parts sales, uh, related to fund-raising who knew, right? We do. We do now. Okay. You have a headline for us. Let’s. First talk about what, twenty sixteen looked like for fund-raising. What happened? Well, in twenty sixteen, we had a record year for dollars given, and the dollars given was just shy of half a trillion dollars. It was four hundred ninety seven point four billion dollars given nationally doll causes. How does that relate to twenty fifteen? That is a four point one percent increase. Okay, over twenty fifteen. And what was twenty fifth? Twenty fourteen to twenty. Fifteen. Remember that? What was that increase? It was it was a double digit increases. Wass it? Wass okay. We’re coming on the tail end of the recession, i guess. Well, a lot of that had to do with what was happening in the stock market. And we’ll talk more about that. Ok, as we go on, okay, maura that alright. So four point, one percent increase from fifteen to sixteen were just under half a billion, half a trillion dollars in giving for one other important point to make is that. For for most people who are affiliated with non-profits or the non-profit industry, they have assumed, based on other information, that charitable giving has been pegged at two percent of real gdp for as long as we can remember. Yes, you have an announcement for this. Go ahead, we have we have charitable giving at almost three percent of real gdp, so two point nine, seven percent of real gdp and that is huge because the country has been talking about the stalled percentage of two percent of gdp for a long time. I mean, it certainly the six years that i’ve been doing this and probably longer than that. So now you’re putting at just under three percent of gdp, which is enormous, fifty percent increase your saying yes, all right, all right. And there’s a reason why, okay, we’re gonna hold that reason, okay? Till after this break, you’re gonna hold that and we’ll go away for a moment. But of course we’ll be back. We’re talking about the twenty sixteen review the twenty seventeen forecast to professors joining us, paul service and doug white. 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. Durney welcome back to big non-profit ideas for the other ninety five percent want tease i want to do a little live list, their love just a just a touch of the live listeners college station, texas, raleigh, north carolina and multiple right here in new york, new york, of course we’ve got our listeners abroad will get to those but still it’s a little taste of live listen love for now. All right, almost three percent let’s call a three percent two point nine seven what’s three one hundred’s between friends and colleagues let’s call it three percent of gdp. Why do you believe we’ve had this fifty percent increase? Well, there are a number of reasons they’ve been growing. One is the number of non-profits continues to grow and so now we way have but that’s always been the case and we always assumed to it seemed to be a zero sum game more non-profits entered, i don’t know, fifty thousand a year, so maybe one of the professors has a better number than that. But many, many new every year, and it’s still always stuck at two percent. Well, yes, but now we have technology and so there’s so many more different ways for people to give there’s so many there’s, so many more ways for people who are raising the money to get good information and good targeting about how they’re going to solicit money so fund-raising has become much more efficient, okay? And the only moral if, if that’s if it’s related to technologies, probably more adopting technology that we’ve had for a while, except for maybe you do things like text text to give is that is that that the person that would be one of one that i one that i love is crowdfunding kind of technology where you’re using social media to raise money for a cause? And so that didn’t exist. The other thing that well, i mean, it didn’t just come into existence in twenty sixteen. No, we’ve had crowdfunding no, no, no, no, no. Several years, no and but we didn’t just jump from two percent to three percent and one year either. Okay? It’s been creeping out. So what was the percentage last year? The percentage of gdp? The percentage last year. Wass i don’t remember. Okay, but it was something less than two point nine seven it wass okay, okay. Um all right, so we’re we’re at three percent now. That’s that’s, that’s a big deal. It is a big deal. This has been stale or stagnant. Stay lt’s. Wrong word stagnant for a long time. Okay, um, let’s talk about some of the different sectors that have benefited from this this increase since since last year there four point, one percent increase. I always i’m always crease about religion because religion is you and i have talked over the past couple years has always been a shrinking proportion. It’s been the largest of all the sectors but it’s been a shrinking proportion. Yes, ten years ago, gifts to churches and congregations accounted for fifty percent of all giving in the urals. Now, it’s, what thirty would you have? A thirty one. Thirty two percent metoo and did it lose lose a percent from last year? We’re projecting that it’s going to lose a percent from this year to next year. Okay, so it stayed steady because last year it had lost a percentage. Yes, it from fifteen to sixteen and lost a percent. And i’m pretty sure from fourteen to fifteen lost two percent, so i’ve never talking about that with you. Because now it’s steady. But you’re projecting a loss for next year. Yes. Okay. But it used to be fifty. Used to be fifty now. Thirty two. Okay. And the reason why is that the united states is becoming more like western europe. It’s becoming more secularized. Fewer and fewer people are joining congregations supporting congregations. But what’s interesting is that you mentioned zero sum game? E-giving is still growing so that the gifts air going. Other places. They’re just not going to religion. Yeah, clearly right. And really one of the one of the fastest growing sector of the fastest growing sector over the last three years has been the environmental sector and it is the smallest sector. It only accounts for two percent of all giving. But at the rate it’s growing it’s, it’s, it’s astounding. And then human needs organizations have also done quite well and education. The education sector has grown. Those air the three fastest growing sectors and have been for the last three. Well, really, since the end of the recession? Um, education is explained by the way that they raise money because one of the things we found at the alice of giving is that it’s not so much about the quote economy, its factors in the economy, it’s factors of demographic that’s because about your algorithms, you’re your algorithms have found the variables, the aii factors that that car late with e-giving so are two professors air well well acquainted with the fact that most universities go from campaign to campaign and lots of campaign contributions come out of come out of aa gains in the stock market or gains in real estate. And so when the stock market does well, education does well about the environment. What what’s what’s happening there? I think that the biggest factor in the environment is awareness you can’t not. You cannot turn on any of your i once heard a guy say a few years ago that the time has come when you can pick your version of the truth through the news. Yeah, and so but truthfully, no matter what your source of news is, you can’t escape the fact that we’re always talking about the environment now, climate change, we’re talking about climate change. We’re talking about the instruments to defer climate change things like solar panel and wind power and other alternative energy sources i mean, elon musk is making ah is making billions of dollars capturing energy and batteries and using that do you see in your twenty seventeen forecast on increase in market share for the environment from larger than two percent? No, you don’t say no. You see it’s continuing to grow, it is narrowing and it’s growing faster than to grow, but not more than than its current share. Two percent not more. That’s correct. Okay. We could be wrong, though, because remember this is this forecast that we’ll talk about today. It’s just the first of eleven for forecast will do throughout the year. So we update we we update our forecast every month. And the example that i love to give is two thousand won two thousand one was bumping along to be a great e-giving your ah relatively good giving here. And then september eleventh happened. And if you were a non disaster charity what we know today having backfilled information now for fifty years is that giving dried up? If you’re a non disaster charity, pretty much for six months and then came roaring back let’s stop talking around. The forecast and let’s talk about the forecast for twenty seventeen. What do you see happening? We’re looking for growth of four point four percent nationally. Four point four versus four point one for this year. So a little bit more growth. Yes. And and what? What dollar amount? Does that come to the dollar amount over half a trillion. Right. It’s going to be over half a trillion? Yes. Okay, okay. Ah, looks like five hundred nineteen five in nineteen billion. Five hundred nineteen. Okay. Now again, we’re with the caveat. I understand this is your first forecast of eleven of eleven more to come for twenty seventeen each month. You update the annual forecasts. That is that right? We do well, so it’s a rolling twelve month forecast. So our forecast contains a forecast for next month for the next three months for the next six months for the next twelve months. And then we also update the calendar year forecast every month. Okay. What do you ah, what else do you foresee for twenty? Seventeen around around let’s. Talk about the let’s. Talk about the sources because you mentioned some of the sectors that you see sector. Growth in twenty seventeen about from sources, foundations, corporate bequest, individuals, et cetera. What do you have there for? Twenty seventeen? Well, the biggest change i see is in corporate giving and co e-giving as as many people know, is is not a large percentage of source giving in the united states, only five percent. We’re gonna talk about that when we bring the professors in, i might like to i’d like to chat a little bit about why that is to me that small maybe i’m wrong, but alright, so martignetti e-giving corporate giving this year this year just past twenty sixteen was double digit growth ten point three percent. What we’re projecting for next year for corporate giving is only one point, eight percent. All right? Uh still grow. I’m looking at that and i understand that’s growth. I’m talking about the share. The proportional share of total giving for corporations is only five percent. All right? I’ll tell you what, let’s, let’s bring in our professors because we’ve talked about the headlines let’s. Bring in doug white he’s, former professor and director of columbia university’s, master of science in fund-raising management, his most recent book is abusing donors intent, which we discussed here. I was going to tease him about that having been three years ago. And what’s happened since. But now i find out that he’s writing another book for later this year. Doug white, welcome back. Well, thank you for having me back. It’s. Good to see you again. Even with your long hair, can’t avoid it. Just call him sampson. You and karen clams. And i thought it was einstein. I prefer fabio. If you’re gonna if you’re gonna make any references. Let’s, make it fabio. Paul service she’s on he’s on the line with us from north carolina. He’s, professor emeritus at boston college, where he led the center on wealth and philanthropy. He helped to found the wealth and giving forum appear centered endeavour to deepen the philanthropic engagement of the nation’s seven thousand wealthiest families. Pull service. Welcome back. Hello. Nice to be back in a load up. Pleasure to have you all you both with us. Let’s. Uh, let’s. Give difference to the guy on the phone because he’s a slight disadvantage. Paul sharpish. What sticks out? Let’s? Start with the twenty sixteen review before we get to the twenty. Seventeen forecast which look out for you in the in the review of twenty sixteen, giving the that growth that occurred in twenty sixteen i think that the story in all of these numbers is that the amount of giving is growing twenty billion a year over the last few years and at four percent it’s going to grow faster than that. The compounding uh, this is a remarkable trendline that twenty sixteen confirms and the projections for twenty seventeen indicates the continuation of that. So you love about going the amount going charity is incredible and growing. You love this that we’re now three percent of gdp. Yes. And when we did our well transfer models, we found that if the goose’s growth and wealth and tdp the biggest growth and so after pete and so if the economy grows, we’re going to find dramatic, even greater dramatic roles in philanthropy. Doug white, let’s, let’s bring you in. But what strikes you about? Twenty sixteen? Well, what paul just said is a continuation off his studies back in the nineties and nearly two thousand with regard to what’s going to happen, and i think we’re seeing it take place. Right now twenty sixteen for me was defined by the mega gift there were so many of them and what i don’t have my fingertips is thie analysis of how the smaller gifts have grown. The number of smaller gifts have grown, but we do know that the mega gifts have have been more than they’ve ever been before. That has to be a fact er in your number’s right, rob it iss, in fact, twenty fifteen there were more mega gifts than there were in twenty sixteen, actually, so it is a factor you talk about a zuckerberg gift or another gift from the gates foundation, or or those kinds of things it’s it mega gifts are huge factor, but another factor is what we’re finding and i’d be interested in. The opinion of our two experts is what we’re finding is that millennials are a e-giving group of individuals and they’re looking for they’re not looking for cost per dollar, raised as their measurement there, looking for effectiveness and accountability on who they give, too, but they are an active force and philanthropy. The big gains that we’ve had in online giving in technology e-giving come largely from that group of people dug millennials. I totally agree with that and i think that’s one of the bigger challenges for the established charities around the united states who have become used to just the annual giving, continuing in continuing, which is fine, but i think the millennials, they’re saying they’re asking different questions, they’re not saying, am i loyal to this cause? They’re asking, even if i am loyal to this cause, how effective is my gift? And i think the question of impact we use that word, a lot of it is a topic of my new book. The question of impact is so important it should be, but now it’s important to the millennials because his roberts saying they give individually they give to causes that they can see an impact in or from paul what’s, your sense of what’s creating thiss terrific growth it’s, it’s, it’s, the dramatic growth of wealth at the very top. And what doug said is absolutely correct. Maybe gifts capture one dimension. What captures a larger slot? This is the million dollars and these air increasing and the list is getting longer, and i think, uh, that’s also helps explain the decline in religious e-giving ah, religious giving this to churches and the upper end does not give proportionately, uh, to their churches in the same ratio that the bottom ninety five percent of the population does so part of this change in religious e-giving is that so muchmore is going to education two new kinds of ventures to international to environment to social needs, and at the very top the percentage that they give to their churches is minuscule compared to how much they give the other causes. So that is part of not just the secularization which i agree with, but part of this is where the making gifts you’re going. Well, paul, how come we’re not cracking this seventy three, seventy four percent proportion that individuals account for in the total pie of giving? How come it’s it’s sticks there if we’re seeing all the us? Yeah, you? Yes, paul. We’re seeing all these mega gifts and the million dollar gifts. How come we’re not getting past the seven? The mid seventy figure? Well, one of the things is we just found out the foundation growth is is dramatic. Most of foundation growth and requests are individual gifts. And so when we’re looking at individuals, you have to understand what the is going on inside of individuals and that’s private foundations to it’s also the quest and it’s also remittances. Now, doug, i would say that report by your very astute ah research on remittances would be important. See what we’re finding out in some places that a lot of immigrants air not contributing, quote unquote to philanthropy. But the number iss between one hundred fifty and two hundred billion a year, that is sent back overseas largely to people in need buy-in immigrants recent immigrants alright, let’s, turn to let’s start to doug remittances. Well, that’s a good point that a lot of money does go back. And that’s, of course not counted in this whole process here in terms of generosity, the way we define charity, the way we defined, making the world a better place. That’s a huge part of that and it’s unfortunate. We can’t capture that. But we’re not talking about that and technical terms right now, but we really ought to, because it’s a an expression of our our society’s beneficence. And i really think that’s an important thing but there’s one other question that i just wanted to point out, or at least clarify from my own perspective, is that this really is a zero sum game. There’s only one hundred percentage points that we have to work with and so to actually ask or worry about, we’re only a seventy five percent those air living individuals, you know, on the other five percent, we have dead individuals, they’re still individuals. A question requests that’s really kind of eighty percent. I can’t. We could only go one hundred percent, but that’s on ly if nobody else gave anything, the foundations are the corporations. So i suspect it’s going to stay that way, in fact, has been their seventy five and five for the last long as i can remember. Well and paul’s point, of course, that a lot of the foundation giving is individuals directed by individuals. But it comes from the private found a it’s, just a medium. So as an expression of individual philanthropy, i think paul is correct. I would throw in the individual philanthropy into the foundation world and donor advised funds. Oh, yeah. We’re going to continue this conversation. I gotta do a little business. I have to talk about a couple of our response duitz and we’re going to get to donor advised funds after this pursuing pursuing dot com between brexit, the syrian refugee crisis and the inauguration of a new president today, the national and global climates have a lot of implications for what you can expect in your fund-raising we’re going to talk about some of those events later today. The next pursuant webinar is field guide to twenty seventeen fund-raising it’ll give you strategies that you need to keep up with. Everything is going on in the world. It’s a free web in or they always are. You register at pursuing dot com go to resource is and then webinars and i’m not too keen on that word. Webinars i don’t know it’s it’s in the lexicon now we’re stuck with it, but i don’t know i never liked it from i never like to from the beginning maybe i didn’t go public, but i’m expressing now webinars i don’t know, it’s just i think we could come up with something better than webinars. I understand where it comes from way have been seminar, but i don’t like it and i was early. I just i just wasn’t public early. We’ll be spelling spelling bees for fund-raising they have a new video up it’s from a night that raised money for hfc, which is help for children. The organisation needed help for its programs for children they turned to we’d be spelling there’s one hundred and ten thousand dollars in a spelling bee night. Check out the video it’s at wi be e spelling dot com. I’ve got video interviews for you from the twenty sixteen non-profit technology conference. Twenty twenty sixteenth. God, i need an intern, so i have someone to blame the twenty sixteen non-profit the the video is titled virtual organizations and volunteers. There are four interviews in those areas, and they are on managing remote employees, managing remote volunteers where to find volunteers and leveraging your start or tech volunteers. My video from the twenty sixteen non-profit technology conference with the links to the four interviews is that tony martignetti dot com and i, uh i suggest you check out this year’s non-profit technology conference twenty seventeen and t c this is always a very smart conference. I say it often because i believe it. Check out. Ntcdinosaur washington, d c this year, march twenty third, you get the info it and ten dot or ge, and that is tony’s take two the rest of the live listen, love, you know, it’s got to go out. I mean, there’s, no question about that. Besides the ones i already mentioned, we’ve got tampa, florida we’ve got forming ten missouri welcome farming to missouri. You haven’t been with us before. Welcome and somerville, new jersey! Welcome live listener love to you, let’s. Go abroad, of course. Seoul, south korea, always checking in so loyal south korea on your haserot comes a ham nida. We’ve got kiev in ukraine. No, i don’t know the scouts just do it live listener love to ah to kiev, tokyo also very loyal multiple. We’ve got multiple tokyo konnichi wa and the podcast pleasantries to the over twelve thousand listening in the time shift so glad that you are with us whether it’s a week later, days, months later, glad to have you with us. Pledge industries toe are over twelve thousand podcast listeners and the affiliate affections fast on the heels of the live listen love in the podcast pleasantries toe are am and fm listeners throughout the country am fm stations. Let your station know that you’re listening little feedback affections to the am fm affiliate listeners. Okay, rob mitchell, you you seem to be chomping at the bit to talk about donorsearch vise dh funds e-giving first about donor advised funds. I am a big proponent of donor advice found about and i can tell you that they’ve been the one of the biggest contributors fromthe grants that they’re making out of donor advised funds, since the depth of the recession is this tract in in your algorithms is part of the individual giving. Is that where we see dahna vice funds? What? We saved an analogue kate id on allocated. Okay, okay. Don’t advise funds are are they’re not knew they came in with the tax act of sixty eight. Yeah, they they’re not new. But this company called fidelity an investment company. I saw an opportunity and the thing that i love about donor advised funds and and paul talked about this a bit. The rise of the million dollar gift i think donorsearch vice funds have a big part of that because a za contributor myself, if my daughter’s here in the studio, listening with us if our family adopted a charitable project for which we wanted to contribute. But we did not have enough money available to us to just scratch a check, we could create a donor advice fund, a add to it, let let it be invested so that it would grow so that we could meet our our charitable mission for our family in a future year. Of course, this is a subject of controversy, because there are people who have on the other side of this, and they’ve written editorials in the chronicle, as you have, who believe that there’s too much money parked in donor advised funds is not getting out to the charities it sits. The donor gets their charitable deduction immediately, but it could sit for decades or generations, theoretically in the donor of ice fund and never get to the charities that it’s supposed to be benefiting. Well, theoretically, that could be the case. But if you read the fine print, if you set up a donor advice fund with one of the big three fidelity vanguard er schwab, or with the silicon valley foundation or ah any number. Of different true charitable organizations, community community funds are our big proponents of donor advised funds they can’t carry on perpetually, and the other thing is just a mathematical, just a mathematical equation. Donorsearch foundations are required to give five percent of their assets each year, and so what do they give a little more than five percent of their assets? You know, this is the argument against requiring donor advised phone or it five contributed percentage each year donorsearch vice funds or giving over twenty percent of their assets as grants to end use charities each year. But there are people who would say, well, let’s, make it fifty or forty or forty or fifty will see an increase. All right, we’re going, we’re gonna leave this that because i want to talk about some of the want to talk more about what you’re involved in more concretely, let’s bring doug back, doug so there’s a lot going on in the world, not the least of which is presidential inauguration today. We’ve got brexit, the a great britain leaving the european union. We’ve got syrian refugee crisis in europe. How do any or these or other things that are on your mind ah, affect our twenty seventeen philanthropy? Well, about an hour ago, the new president referenced ah, a lot of america as being in a state of some carnage, that’s his word, and whether you look at it that way or not, i do believe that philanthropy is going to have to shoulder a lot more than it has in the past, but we all know that philanthropy can’t do all of the work. And so i think one of the questions as this administration grows into its maturity, will be what kind of services will be cut back where philanthropy will have to fill in even more of the gap. So i think one of the messages and one of the reasons i think that twenty seventeenth will be a great mother where’s, my damn intern will be a great year for philanthropy anyway, is that the messages will be very concrete and very strong about the needs that society faces. That a lot of government support, as we see it right now. It may not happen this way, but a lot of government support won’t be there for. So i think the philanthropic sector will have to really step up to the plate in this in this coming here. How about you, paul? What about world affairs and twenty seventeen? I am much more optimistic. You can look up the wall of fear listeners, and that will lead you, teo. Not sleep very well at night. About your money. Uh, the the issue with, uh, philanthropy making up for government spending has been does without due respect. Um, talked about when any republican has been elected. And you have to understand that the federal budget is three point eight trillion dollars a year. Philanthropy it’s five hundred billion. And most of that doesn’t go to social services, and most of it is never going to go to social service. So it’s not going to make up very much, uh, we could hope it will, but that nothing that can touch medicaid, medicare, food stamp budgets. But that is of the non discretionary part of the federal budget is all. This is two point eight trillion. Can the discretionary part is a trillion, so i don’t i don’t have that problem in the forefront of my mind that’s making up it just can’t okay let’s, turn to doug. I just want to be clear. I i probably made on incorrect impression a moment ago. I didn’t mean to imply that ah, charity would make up for what government does or does not do and you’re right. That question has been around for ever, and the answer has been around forever charity can’t can’t step in like that. What i meant to say and i apologize for saying it badly, was that this gives thie organizations and opportunity to make their case stronger, not because they will say we will make up the difference, but because the need is there and your philanthropic support is even stronger than it’s ever been, which is, i think, a slightly different way of saying what i meant to say before, because paul, you’re so right. This is this is a question that’s been around forever, and i don’t believe it’s just for republican presidents, i think no matter what we do, ah, there will be gaps, by the way that the government does. Not feel and that’s going to be a matter of policy, but that’s always going to be the case and that those gaps will not be filled by philanthropy. But philanthropy, the organization’s themselves, if we kind of shift the mirror over there, can then say, hey, we have a big job to do support us, so i hope that bridges those two comments, okay? So you’re saying it maura’s as opportunity for round and around messaging and marketing, basically for charities, but paul’s absolutely correct. I don’t think anybody would disagree that what what charity does to help society is nothing by comparison to the amount of the government could spend to do the same kinds of things pull anything else you want to? You want to add on that? No, i think doug’s explanation is just perfect. And i appreciate see that two professors in agreement. Wow, e-giving might give them a chance. Well, i’ve always in my heart is with paul he’s. Been one of my heroes for the last two decades. All right, doug, how about you with the international affairs and impacting? I’m sorry. Yes, i’m looking at robyn. I’m saying, doug, rob international affairs twenty, seventeen and beyond. What do you see? Well, first let’s talk about twenty sixteen. The first half of twenty sixteen was dramatically different in typically do not allow anarchy on the show. When i was about twenty seventeen, expecting getting there, but but, uh, you came from texas. I’ll give you the difference. Go ahead, anarchist. There was a lot of uncertainty. I mean, we had the weirdest presidential election in my lifetime. We had distraction from the olympic games. We had an increase in in terror events worldwide and e-giving was essentially flat for the first half of the year. And then it took a spike in july, flattened out again. And then the last quarter of the year after the election. What? What are algorithms show is that giving spike xero after three months of the year? So the growth in twenty sixteen was not linear? It was not. Lin. What was what was the first six months? Like it was point nine percent growth. So just basically one percent. But we got ended up with four point four. So four point one four point one. I’m sorry for point force for next year for point one. So that extra three point one three point two came on the second half came and you’re saying there was a big spike in july first in the summer? Yes, and then again in november, right after the election? Exactly. Okay, and and the spike in november continued literally. Is that my saying that correct, but it’s a word linearly. Okay, thank you for correcting me on that. But they’re two professors with this. I’ve got to be correct. We’ll have their mikes shut off. Xero it’ll be now it’s me. That was that was a linear progression. Okay? For november, october, november and december, and right now, but that’s what? It was, but there was a spike in november right after the election. November eighth. Absolutely. It was. Okay. I get just a tribute that teo stability. You know, the raucous election is over. I i think that there was some election relief involved emotionally, i think that people were people. They weren’t sitting on the sidelines, gifts were still being made. They just weren’t growing there giving at the rate they had been growing in past years. And we’re talking mostly about individuals but corporations corporate giving grew at a good rate this last year, now for twenty seventeen, um, i think there are a lot of unanswered questions, and we’ve got the expert on the phone with us professor schervish. You know, one of the one of the things that the new president has talked about in his tax plan is an elimination of the estate tax. And paul’s paul spent a great deal of his professional career talking about generational transfer of wealth, and we’ve all talked about what what would happen if the estate tax went away with what would the impact on charitable bequest giving b and so that’s one of those unanswered questions. We don’t know what the tax plan is going to be and it’s going to be a very, very interesting year, and i have more questions than i have answers. Frankly, all right, let’s, go out for a break. When we come back, we’ll ask paul about the estate tax repeal possibility on i also want to get this corporate five percent e-giving proportion, and i got another live listen to love one specific one. 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 strong’s 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, and you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Special live listener love is right here in the studio because that’s alexey mitchell, visiting from she’s been she’s extremely well travelled twenty four year old india, thailand, germany, switzerland what am i leaving out? It’s? Amazing. Very well travelled france student at columbia university her proud father saying france. Lexie, thanks for being with us live. Listen love to you. Okay, let’s, bring paul in. Paul, you want to you want to ah opine about the possibility of the estate tax repeal and what that would mean? Well, i have done some research on that. Yeah, i’ve heard rumors to that effect. Yes, some but about the repeal on and so has the center on philanthropy. And what we’ve done is we’ve asked people in research what would be if there is in a state tax currently, what would be your distribution of your state? And it turns out that it’s, pretty much what it would be, uh, correctly, according to what is happening to distribution two heirs to charity and to taxes. But if we say what happens if you eliminate the estate tax, what will happen? People that don’t like the elimination of the state tax the issue for them is largely that less money’s going to government. The evidence is that from these studies now these are people giving their opinion is that mohr will goto philanthropy and more well, goto airs. The loser is government by definition. Now people that think that government is philanthropy are going to object to the appeal repeal of the estate tax. But even the government has shown in one or two studies earlier on that to repeal the estate tax has not led to a decline and charitable giving, and i predict because of how wealthy people are and needing to figure out for their own sake, what to do good with that body there’s not going to be a problem with the abreu teal of latex. Okay, you’re you’re pretty well recognized as as an authority, but i love that name. All right, you got robbed, mitchell’s vote and doug is doug eyes knotting. I’m not nodding off, no nodding, nodding office don’t know. I’d say no, no, no, i just wanted to clear up. If someone’s not, i’m not. I’m not gonna touch that with it can’t happen just doesn’t happen. Non-profit radio and it’s my intuition that because although i haven’t studied it as much as paul he’s absolutely correct it’s a non answerable question, but go for it. I mean, there could be other reasons to not eliminate the estate tax. And by the way, the estate taxes pretty much eliminated for most people by far because of the extremely high yeah it’s five million dollars that’s that’s. Ten million per couple. So i mean, what are we talking about here? I know i don’t think there’s been any decrease among people who are who have a states of less than that and their request terrible giving i i’ll give you an anecdotal. A demonstration of what paul’s just said our doug’s just that that is that i unfortunately lost my mother in november. We’re now dealing with her state, which is a non taxable size to state her charitable contributions to me were all striking, actually, yeah, they and she got no tax benefit whatsoever from for creating those charitable bequests. Wait that’s widely recognized people aren’t doing it for the for the tax benefit, for the most part, mint study after study, bank of america has studies of high net worth giving, and the tax benefit is like usually the third or fourth reason that people site for leaving leaving charity in their state. I want to turn to the to the corporate this is just a little bug, a boo of mind, maybe, and you’re welcome to tell me if i’m if i’m mistaken. Corporate giving is five percent of the van you’il giving, according to the atlas of giving that seem small to me. Are you doug? Is my my off base with court corporations only contributing five percent and tell me if i am? I don’t think you’re so much off base again. We have ah xero some game here, it’s one hundred percent. So what do they represent within that? They’ve been around five percent for, you know, for a while, but i think, really your question leads me to think about what their motive in charitable giving is and their place in society. They think corporations are becoming much more aware of the role they need to play in society, but at the same time they have one primary purpose, and that is to make money for their stockholders. We don’t do that in the charitable world, but corporations do that. And so there could be a huge uproar if corporations got more charitable, all right on. And i mean to distinguish that from the newly growing be corporation segment let’s get at it this way, rob, where what proportions of the different sources of fund-raising are are growing across a bequest, individual foundation, corporate missing other sources anyway, so we’ve got this now three percent gdp. Well, you have to somebody’s giving maur what proportion? Well sources e-giving you have to consider where the proportions are. So as a cz doug and paul of both pointed out, when you add individual giving to bequest giving which is actually individuals that’s, that’s, that’s a gigantic right so that’s gigantic number ok, and so that’s, where most of the growth comes from, no matter what the growth rate iss and so if corporations, as they did this past year, they their gifts grew at ten percent, which that’s the first time i’ve seen that since we’ve started the atlas of giving and it’s way above the annual growth of four point one. Exactly so, it’s it’s more than double. Okay, except that, but but paul’s exactly right. In the case of publicly traded companies there first, their first priority is to their shareholders. And if you don’t think that a shareholder of the shareholders meeting is going to stand up and challenge a charitable gift because it could have been something that enriched their shares, you’d be wrong. Now ninety five percent of the businesses in america are not publicly traded their small businesses. I i have a couple of them i give to charity dahna through my small business, but it’s much more difficult to measure those kinds of gifts than it is the large corp large, publicly traded corporations. We just have about a minute and a half left. So i want to just touch on some some state data because you track sector source and state where’s the most generous state in the country. You know, this year what we showed was this is close to you, mike. This is going to come as a surprise. Heimans north dakota. I really love north dakota. North dakota grew seven point one percent and the states that you typically look for our texas, florida, california and new york, north dakota grew family are the most populous states, those air three most popular, of course, california number one texas tune of new york is number three, so the north dakota phenomena is also a function of their population and the and the oil play that has happened and what we’re finding from the oil play, whether it’s in texas or north dakota, is that, um, there’s a delayed effect and charitable giving and the north dakota you’re saying the population’s a factor because it’s so small it’s so small, i don’t know what the population is there but it’s it’s small what? We love north dakota. All right, gentlemen, we gotta leave it there. I want to thank you very much. Ceo rob mitchell from atlas of giving alice e-giving dot com former professor at columbia university doug white. We’ll have him back when his next book is is ready. It’s on the wounded warrior project. And paul service professor mary-jo boston college, gentlemen. Thank you so very much. Thank you, tony. Thank you. Pleasure. Next week, amy sample ward, our social media contributor returns if you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. We’re sponsored by pursuant online tools for small and midsize non-profits data driven and technology enabled, and by we be spelling supercool spelling bee fundraisers, we b e spelling, dot com, our creative producers, claire meyerhoff. Sam liebowitz is the line producer. Gavin dollars are am and fm outreach director shows social media is by susan chavez, and this cool music is by scott stein. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent go out and be great. 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Nonprofit Radio for January 13, 2017: Digital Inclusion Furthers Impact & Your Annual Grants Plan

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More people than you’d expect don’t have home access to the internet. This has implications for those you want to help. Our panelists from the 2016 Nonprofit Technology Conference have each made digital inclusion a priority, and they share their wisdom. Kami Griffiths leads the Community Technology Network; Karen Lincoln is from The Stride Center; and Alicia Orozco is with the Chicana Latina Foundation.

 


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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 be forced to endure amblyopia if i saw that you missed today’s show digital inclusion furthers impact more people than you’d expect don’t have home access to the internet. This has implications for the people you are trying to help. Our panelists from the twenty sixteen non-profit technology conference have each made digital inclusion a priority, and they share their wisdom. Kemi griffiths leads the community technology network karen lincoln is from the stride center, and alicia orosco is with the chicana latina foundation and your annual grants plan. We start with the basics, then move into goals and metrics. Finally, colleague engagement. So you’re not alone making your plan and executing it. Diane leonard is president and owner of d h leonard consulting attorneys take two, mohr ntcdinosaur goes 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 supercool spelling bee fundraisers. We b e spelling dot com here is our panel on digital inclusion welcome. To tony martignetti non-profit radio coverage of sixteen ntc non-profit technology conference in san jose, california, at the convention center, i guess now are camby, griffiths, karen lincoln and alicia roscoe. Cam e is executive director of community technology network she’s seated next to me. Hoexter haris carry in lincoln director of business and operations, the stride center and alicia orosco is manager of administration special projects at the chicano latina foundation. Ladies welcome. Thank thank you. Thank you. You have a very provocative, interesting topic digital inclusion to further your impact. I’m going to start in the middle there. Karen turns out that everybody in the country does not have access to the internet at home. I’m shocked to learn actually you’re not alone in being shocked. A lot of people are very surprised by that. Somewhere in the neighborhood of twenty five percent of americans do not have access to high speed internet in their home, and a huge percentage of them don’t even have digital literacy skills twenty to twenty five percent throughout the country. Yes, does that include? Does that include in urban areas? Or is it mostly suburban sametz rule? No urban it’s both definitely. Is checking your nodding vory right here in silicon valley? Yes, right here and in san francisco it is incredible. Do we know what the percentages here? Just in the local area or i don’t have that number, but we know that there is an inclusion issue here and it’s broken down by income, age and education level. So in san francisco, they did a report recently, and it showed fifteen percent didn’t have access and that’s in san francisco where you think everybody’s connected all the time, but there’s pockets of poverty, there’s people who don’t have homes and where did they access the internet? So a lot of people are going to libraries and other places to get online. So san francisco’s, lucky in california in general, is ahead of the curve compared to the rest of the country. But there’s still a divide even though some people think that everyone’s go to cell phone, so we’re all connected. But that’s, not the case what we all hear about libraries as the alternative? Are there other alternate besides libraries? What are they? Anybody? So? Community centers, recreation center, senior centers, other non-profits that provides services sometimes also offer access to computers, but you don’t always get training at those places. So that’s, what a lot of our organizations are focused on is the training. Yeah, okay, so not only the access, but also literacy. Yes, setting for this machine, but i don’t know how to use it. Yeah, it’s not doing me much good physically. Okay? And children are failing in high in schools because they don’t have connection at home and they are in schools where they’re five to six students per computer at their school. Eso it’s really they’re they’re incredible, they’re doing homework, they’re doing essays on their phones, their parents, phones and i take my hat off to them because they haven’t given up. But that’s not right. Also having access to things like libraries and community centre of senators doesn’t serve everybody because if you are home mound are don’t have access to a vehicle are living in a neighborhood was not try safe to go out at night. You don’t have the ability to use those other surgery, even maybe cost travel it, zach public transportation. It’s not free. You know, some people may be a burden just to get to the alternative and we have met families who packed their kids who have homework with the computer. They haven’t go park in the library parking lot to get the wifi and the kids, they’re doing their homework because if they go inside, they get timed out within an hour. Most of the computer’s already occupied parking in the library parking lot for wifi access. Yes, this is happening right here in san will say yes, and if you don’t have a car, you’re outside on a bench or they call him the leaners there, leaning against the wall using the internet from in the building? No, yeah, yeah. All right, that should be enough motivation. All right, so now the issue is that we are in our organization’s trying to help these people. We’re trying to reach them. You know, i hear it ntcdinosaur talking about so much about multi-channel engagement, but if two people can’t access the channels and don’t have to use the channels again, we’re not reaching them. Andi, we’re we’re trying to provide services a lot of times to this population. How do we write this is talking about how our organizations supposed to duitz hair themselves. To reach these people, all right, let’s, start close this time. Cam e how do we start even assess what the problem is, omar, our constituency is that where we started? It’s a good place to start and not everybody does that they jump right in and they’ll have a bank of computers there are they literally let their clients use their own computers, which isn’t necessarily the best idea caused after, oh, yeah, and or you’re helping them apply for jobs? They’re sitting next to you and you’re applying for the job on their behalf because you just want to help them apply. But what i would encourage folks to do is to partner with agencies who are already doing computer literacy or adult literacy or some way don’t take it on yourself to train your constituencies or help them connect to the internet, but know who the partners in your community are and work with them tio get them the training that they need. So we want people to be able to apply for jobs on their own, ideally in their homes, privacy, some degree of privacy, exactly, and taking their time cause a job application isn’t something. You should send six out in an hour. It should take an hour just to find one application that you want to fill out and then several hours to do research and fill out the application, you know appropriately and it’s it’s a time intensive thing and at the library is alicia said you’ll time out after an hour, and so libraries aren’t always the solution for job seekers. So for non-profit, who has stumped by this issue of their clients not being online, we’ll go to where the training happens partner. But if you have a needs assessment that you’re deploying into great digital literacy or digital inclusion into that survey, see you have some data to prove to the foundations that this is a need that you should give us funding for. So we can help these people get online at home, that they can provide access to their children to do homework so they could do job search liking, connect with family using skype research information, entertain themselves, whatever it is, the internet is this amazing revolution, and they should be able to join in. Karen, what are some of the things we should be asking if we’re doing a survey the way kapin suggesting to determine if we have a problem among our constituency. For one thing, you need to be careful about if asking if they have access to the internet or if they have internet access because a lot of talk about that’s duvette right? Yes, i do. I’m gonna buy community foundation, which is a two and a half hour ride, and it cost me six dollars to get there and years to come back, and i get timed out after an hour. Are you using your phone and your phone isn’t really where you’re gonna build skills that are transferrable, et cetera in the morning, you all three of you a very good teacher because i feel like i’m mastering sort you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals. Archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals the better way. Dahna duitz what should we be asking in a in a survey tool. So i would ask things like, do you have access at home? What do you want to use the internet for? Is it because you have a sense of isolation and you want to connect with your family? Are you looking for a job? Are you trying, teo? Better understand your health. I would get a better understanding of what skills they bring to the table. They may say they know how to use their computer. But does that just mean that they know how to look up? Something on an internet page are? Do they know how to create a word document? There’s? You really need to dig into what skills they bring to the table with access they have today and what their goals are with that usage. Okay, elisa, you’re doing a lot of nodding. Absolutely. So are you connected at home? Do you have equipment? You have actual computer. Is it working yet? We find that a lot of them are. You know, door stops like you said, karen, but but someone might answer that question. Yes, yes, we have one. But it’s worthless. Exactly. So on and then you know, your questions are very important. How would you benefit from having a working computer and knowing how to use it at home? And, you know, i i ask everyone who’s listening to us to start listening everywhere you go, if we go to a hospital, if you see your doctor, if you go to unemployment anywhere that you go it’s school, everything is oh, you can get it online. Cam. He was at the tax place you can download of the forms online. Um, so a lot of people don’t have that ability. Well, but but if you can’t here’s the altum won’t know the idea that the thing we want people to know is that the world has gone there, but not everyone has access to the world. This is a social justice issue. Are we leaving a percentage of human beings out of the twenty first century and it’s not because they don’t want to? We live at least here in this area where we are one of the most expensive areas in this country. People have two and three jobs just to pay rent, several families living together um so when you tell them that they’re going to have to pay forty nine, fifty dollars a month for their internet and then buy a computer. Well, say so are our listeners are oppcoll in non-profits themselves it’s form so they know size non-profit so well, they may not, but, you know, we’re raising consciousness. But now we want to approach. The problem is, how do you ten thousand plus listeners approach to approach your constituents who don’t have access? I mean, how can you help them geever gain access? Or how can you deliver your own services knowing that we have this enormous void? That twenty to twenty five percent of population was much bigger? Go on. Okay, let’s, continue. Karen, you want to you want to pick up with where do we take this next? Now we’ve done some assessment work. We know what our constituents are lacking. How can we help? So it would say there’s primarily to things that we can do in both alicia and can we spoke about this earlier today, one has become familiar with the organizations in your area that are teaching digital literacy. Non-profit work is very self referential. Nobody could do everything. Become familiar with what services are available in your area for your constituents and additionally, get the word out there. It’s so so unknown how big of a gap is being created, our population and how many people are being disenfranchised. And the only way that change happens is through awareness. So we all need to start talking about it also fight now, if you have a refurbished or in your community, for instance, we did that a lot in our project. So because they usually make computers available at no cost or very low cost, and then they offer support for those computers wave they do break down, so refurbishing companies are important, and they’re springing up all over so low cost internet is other there’s. A lot of companies coming out low cost internet options. So internet essentials from comcast is one that’s been out for about four, five years, and now they have a pilot for seniors. That’s ten dollars a month and it comes with one hundred fifty dollars voucher for a computer. So comcast has something low caused it. And t there’s mobile beaconfire ogle citizen so know what the low cost options are in? Your community that people can apply for, you know, advocate to your city government or your region to get low cost of free accessed in low income areas. So google fiber is doing some really interesting things connecting low income housing to free too free internet and so getting the low cost or free option of both the internet and the connectivity is very important, but not everyone knows how relevant it is to them. So having the training is absolutely essential tell them understand why it’s relevant and then how to use it safely because the safety part, especially for older adults, there’s a huge amount of fraud and older adult community, and they’re getting scammed out a lot of money. So if we can make sure that people, once they’re getting trained online, they’re learning how to do it safely. Okay, karen e i will just mention that there’s also a lot of lobbying that has bean done with the p u c with our legislature in sacramento. Yes, because there are merger’s happening and the comcast offer of nine ninety nine. There was because they were so kind and wanted to help people. In fact, they were forced by the government and then they sat on it and did nothing. The california emerging technology fund had money to give dahna in-kind grants to all of us to get the word out and that’s how it began by us getting involved in telling people if you have a child in school receiving lunch, you know, free or reduce you qualify for this. Well, i invite you all to look up california emerging technology fund because they are very involved in lobbying and trying to get access to california. Their goal is eighty percent. By next year, twenty, seventy percent california’s connected access in home? Yes. What would we search if we’re not in california? I don’t know anybody else, but i just got this major breeze. Yeah, yeah. Shivering on anybody wondering why the air just got turned up. Eighty percent don’t bilich they’re just got turned up to percent if we’re outside california. What we be googling what terms should be searching to find the equivalent to what elisa is talking about in our in our home state. So there’s a national digital inclusion alliance and i think the earl is digital inclusion latto orders something nd eyes yeah, and there’s a list serv and there’s a lot of us on and there’s lots of conversation. So if you were to join that and say, hey what’s happening in salt lake city national digital inclusion alliance and there’s a conference coming up in a kansas city in may for folks who are interested in this world of digital inclusion and any other resource is weaken, we can shut out at this point nationwide, i think just put in digital inclusion in your google search, you know, and and i and some of these organizations, you know, ah, city c e t s california virgin technology fund might be able to help you to say okay, because they are involved, actually national ing to a certain degree, they latto washington got india, you can’t just give up, and i’m happy to point people to other resource is i’m wanting to build my own network of who’s doing what in sharing resource is and that’s the only way i think i can get better at doing this work and to help us build a movement where were training the trainer because that’s what si tiene dozes trains trainers to teach free computer classes and works one on one with individuals and and i really think that’s one of the only ways to meet the need is to meet people where they’re at in the language that is it that they speak using the device that they use and to show them the things that they need to know how to do. And so if we can replicate that in a large way across the country and eventually the world that’s a way to address the people we should reach you if they would like to participate taken email me at cam e am i at seti en bay area dot or ge? And we’ve got resource is on our website and there’s, another conference for people in this space called shelby schools health library, broadband coalition that’s a yearly conference that happens in d c i’ll be going to that speaking. Shelby shelby is schools, health library, broadband coalition, it’s a mouthful. But there’s really great folks that go there too. And it’s all about getting people access to the internet. And why do they need to use it in the skills to use it? Okay. All right, there’s. More. We have more time together, so way, haven’t beat this topic up yet. Let’s, take a look. I’ll give you a couple of seconds to think about, and we’ll take a commercial break because i have to highlight and ten swag item we have from upleaf. Coloring, coloring and are outstanding. Piela hannah has taken some liberties with the owl. I already started to color this in, but this is from upleaf and of course, they don’t give you the cold sheets, but coloring pencils as well. And karen, i need your help. You have this to the intend to my intense swag pile? Yes. Sheet and the pencils. You got a pencil? It is a color color. That’s okay, one fell sixty. Okay. Thank you. Arika god. All right, so what more do we have to cover on this very important topic? Let’s? See what e-giving who’s with me? I would like killing program delivering. We haven’t talked about program delivery. I just want encourage everybody to think about volunteering in their community to help make a difference in this area. If you know how to send an email and you’re a good communicator, somebody in the community could benefit from you helping them learn how to use the computer. So if you have two hours to give once a week, you could really change somebody’s life by helping them use their new smartphone that they got from their adult child or used their laptop. To apply for a job or improve their resume. There’s so many ways that we take it, we take for granted what we know on this could potentially be a volunteer opportunity for some of our organizations who listen, i guess they could create something around digital little received within their community way have, for instance, you cannot latina foundation supports latina women to go to school hyre education by wei have a programme for them. One of our alumni apply for a grant, and she got ten thousand dollars so that she could teach classes and have computer for people in santa cruz. So there’s really a lot of ways that you can figure out how to help your community. She has now taught ah hundred people how to use a computer. And it was a four week course in the old computers based on this grant, as she got on her own initiative work going to school and having a job. And then she recruited students from santa cruz, u c santa cruz to join her and teach. So it was a beautiful, beautiful project brought in students. College students obviously exaggerate and connected. Let’s, uh, i’d like to move to programme deliver how do we start to break this down if we know that there are people were trying to help who aren’t connected at home? Where do we start with this problem? I think some of the things you have to consider is not on ly what the community is, what they’re trying to do because the things you’re going to teach a group of seniors is very different than a group of job seekers, for example, but if you’re talking to people who are like food and secure or don’t have the money, you really have to find a way to integrate technology into their life so they can start to see the value of it. And i think a good way to do that is tio not on ly find out what matters to them to find some way to subsidize the program for the first six to twelve months, so it does become a part of their daily practice because if you’ve never had in your home, you don’t know what value it is, and you don’t understand why an investment of ten to forty dollars, is worth your time. The other thing? Is that for instance, if you are working with families who have children in school, we found that there are a lot of school laizans who are actually volunteers. Who are you doing this? They’re training parents on the internet. Well, not only internet how to use a computer so there is depending on who your clientele or the community you are serving is look around because i bet that there are these other organizations that are doing the work or groups that are doing this work, the school’s air, very interested in getting the parents on the internet and on their school loop or there’s different names for it. But they would love to let their computer labs to be used. We did that in santa cruz. We did there in selena’s. We did that in santa rosa. It was the school so open there, their computer labs to be used by the community school hours exactly the things we’re sitting follow-up exactly. Yeah. So okay, kayman anything you can about the program which focus on definitely part brings people. Yeah, partnering with other agencies and not taking it on yourself would be the first. I think you do. Look out into your general vicinity, and if you’re in a small town there’s no one else, you know it. Good. Take the next step, teo, learn more about other cities. They’re doing it, learn from people like us, but don’t try and do-it-yourself it it’s really difficult work, and it gets harder if you’re talking about older adults and cognitive disabilities or, um, multiple language is being spoken in any one area and that’s the kind of stuff that we’re dealing with and, you know, we don’t have computers of our only partner with senior center, so we don’t have to maintain the computers. We don’t have to run the non-profit that’s housing the computers, we don’t have to provide the meals that are drawing the seniors in there in the first place to then go to the computer center. So find an adult ed or a library or school or somebody that has perhaps something that you can you can glom onto, or you can work together. And if that doesn’t exist and then really try and build a network of people who want to help out and so good place to go would be if there’s a school or a university where you can elicit the support of a service learning program, we’re partnering with usf to do that and it’s a really great resource for us and, you know, utilizing volunteers is an amazing way to address the need, but they need to be trained and they need to be supported, and the volunteers like to get to know each other, so having a real robust volunteer program is is essential and continually helping them help their learners. So there’s going to be questions about iphones? We’ll have an iphone train there’s gonna be questions about this new website they’ve never heard of. So have that kind of training for the trainers, so they can be really good at communicating this technology to the to the learners. So it’s it’s, really? And then one thing that we’re doing is a monthly networking event we call bragan borrow so people come together just to talk and brag about the cool stuff that they’re doing related to technology, access and training, and then the borrow pieces saying, well, i’m having this challenge. Can you help me with that? So that’s the one thing i’ve been doing monthly for? About a year and a half, that’s resulted, and some partnerships and me learning a lot about the different communities are last. Braggin bar was at a veterans serving agency that had some computers, and so he had about eight veterans organizations. I’d never met any of these people before, and now we’re having conversations about technology, training and access for veterans, so that was pretty special co-branding borrow? Yeah, they were all taking ideas from others. Course or not or no, nothing want to formalize it looks let’s get together every thirty days, days or something. The one thing i want to add, if we have time is talking about evaluation and reporting on your impact is the hardest part of all of this. That, at least for us, is how do we show the impact beyond the number of people who attended a computer class or the number of hours of training that were provided? We just have a couple minutes left way get to some ideas of how to do it. Yeah, yeah, for sure. So i would say for us, it’s, knowing what the goal is of the individual for or the group and we’re not. Doing it as well as i’d like to because we don’t even have ah data collection platform, we’re working on sales force right now, so we’re hoping by the summer will have that well built out. But what is the goal of the learner? And how do we show that they have reached that goal? If if it’s ending isolation so what are the things you need to do? Technology wise, teo health and get connected? They’re not feeling isolated or for jobseeker’s that’s a little bit more clear cut? Did they get a job? Or do they feel like they’re getting more hits on their resume? So it’s really figure out what? What are you hoping to accomplish? And then how do you build in the metrics to track that goal and it’s for small non-profits it’s really difficult to do that? Well, because you just don’t have the staff tio ask the right questions, collect the data in the right way to then be ableto run reports at the end of show that there was impact there. So what what’s the small organization to do? How can they? They just get as close as they can to reporting impact? Well, you just start talking about it first and, you know, don’t beat yourself up if you can’t do it, but at least try and find out from the individual learners. Are you mark comfortable now? Whatever the goal of it. So if they want to get on social media, did they get, you know, after six months today, were they able teo do facebook because to do facebook you need an email and then did he e mail you need to know howto open up a browser so there’s all these things that you need to layer on top so that would be one thing is like, did you are you doing this now? Whereas before you couldn’t, you could say, percentage wise that’s an easy one to say like fifty percent of our learners air now able to do this thing or one hundred percent, so that would be an easy thing, but you do have to track it regularly and have it in a database, so i would say, don’t overwhelm yourself with things to collect just keep it simple and start small i do think it’s important also in addition to saying if they know how often they’re doing it i mean, i know how to do it, how often they’re doing it because if you’re really integrating that technology, it’s not just the knowledge it’s, if you’re actually using it in a consistent manner, i absolutely agree. All right, ladies, we’re gonna leave it there. Thank you. Thank you. Pleasure. Thank you. Thank you again. Candy griffiths, executive director of si tiene community technology network. Karen lincoln, director of business and operations at the stride center, and alicia orosco, manager of administration and special projects for the chicano latina foundation. Durney martignetti non-profit radio coverage of sixteen ntcdinosaur non-profit technology conference thank you for being with us. Your annual grants plan is coming up first. Pursuant they have mohr free research for you. Overcoming the major donor dilemma is the most recent. This paper will help you with the identification, engagement and cultivation of new major donors overcoming the major donor dilemma, you’ll find it at pursuing dot com, click on resource is and then content papers check that out. We’ll be spelling spelling bees for fund-raising they’ve got a new video up it’s from a night that raised money for hfc, which has helped for children. The organisation needed help for its programs, and it turned to wi be spelling. They raised one hundred ten thousand dollars that night. You see it all in the video at we b e spelling dot com now tony steak too. I’ve got no videos from last year’s non-profit technology conference. I’m capturing these under the rubric virtual organizations and volunteers viv of love, one on i’ve won on how to manage remote employees. Another is managing remote volunteers where to find volunteers, and the fourth one is leveraging your expert or tech volunteers. My video that introduces these four with the links you’ll find it, you know, where do i need to say it? Do i need to say it? Tony martignetti dot com and by the way, are you going to this year’s ntc? You’ll find info at in ten dot org’s you know it’s, an excellent conference, the non-profit technology conference that is tony’s take to my pleasure to welcome diane leonard. She has been a grant professional for over a decade and is president and owner of d h leonard consulting and grantwriting services, she has secured over thirty four million dollars in competitive grants for clients from all three levels of government and private foundations. She’s, the co host of hashtag grant chat, a weekly twitter chat for grant professionals she’s at diane h leonard and there’s an e at the end of diane on only one end make that very clear. And her company is that d h leonard consulting dot com diane leonard, welcome to the show. Thanks so much. My pleasure. You have the credentials gpc after your name. What is that? Yes. So that stands for grand professional certified that’s, the grand professional certification institute, a sister organization to the grand professionals association. Very proud to have been in the field long enough to be able to grant professionals. Well, they just make it certified grantcraft sessional c g p it could be that too. You know what? Happy to have the initials into people that feel that way you might look into that just switch just kapin called c gp certifies otherwise have grant professional certified sound like just have a comma after professional like rifle comma and seventeen o or something like that. Or i don’t know, i would look into that, see if they’d switch. It around, you know what? If i grant professional? I mean, it doesn’t that doesn’t. That doesn’t roll off a little easier. No. Well, like i said, i’m just happy to be able to be a part of the community and having thought, ok, you don’t want to speak out against your professional suspicion because cause trouble i i’m not. I will never have the gpc. I’d be a gpu. I got grand professional, uncertified, but i’m not even grandpre fresh inal, so i’d be just a u uncertified. Just have the letter. You don’t martignetti you uncertified. Okay, let’s, get into our grant plan for ah for the year. Um, sorry. I like to start with some basics we should have. Ah, calendar. Right. Looking forward for the year. Yeah, absolutely. Should have a grand calendar that lets you is the person writing france in the rest of your team. Know what is coming? We have for deadlines. Where do we need to plan to be? Ableto be a part of the grand process. It’s a stress level down. Okay. And we’re going to talk about other people who are part of this. That may not typically be thought. Of but we’re tryingto break down these misconceptions about who’s, part of the grand steam it’s more than the grant writers were going to get to that. Ok, i also noticed you say that you would like to say grant professional, but i usually see grants professional. Is there, uh, is there a split in the in the profession among whether your singular rip plural? Oh, i think more than anything, there’s a distinction for some folks will call themselves a grant writer versus a grant professional that’s usually the question we get versus a grant writer grantspace writer or a grant professional grant professional? Yeah, i’m asking the pool of single plural singular question. Yeah, i’m usually way use singular. Yeah, yeah. Ok. On the personal preference there, i think okay, the the industry has not standardize itself. There’s some room for standardization still in the industry. Well, singular versus plural. And i think these things are important. Scrutinized these things? Um, like c b g o r g p. Okay, um and so what should be a part of our grant calendar? What belongs in there? There’s. A fair amount that belongs in there. So upcoming deadlines for existing funders that an organization already has relationships with those take priority. So what will be the deadline’s related to their report to their relationship maintenance with those existing funders and then renewal applications? Also on, there should be any known deadlines for potential new funders corporate foundation of family foundation, as well as the outreach that you might make to those foundations before you choose to apply. So whether you’re goingto a funder, former participating in a webinar technical assistance session, though, should be on there too, and then, if you’re looking at government funding, we’re usually forecasting we’re not exactly sure when things will be out, so those guesses of forecasts for when you expect to see opportunities amount through the different either federal or state systems should be on the calendar as well as a trigger point, so that you’re watching those opportunities open and reminding yourself to pre plan for them the the the the outreach part of of ah being a grant professional, correct me if i’m wrong in this, in the statement, please, and i really do mean challenge me if i’m wrong that the relationship part of grantspace nw ship or grant grant? Writing is underappreciated often it is, and it’s actually one of my dear friends and colleagues, heather starbuck of just right solutions, loves to say that people give to people right and that’s not usually debated in the fund-raising community or non-profit but the reality is this is where heather takes it. A step further is that people the foundations are granting two people at the non-profit so it really it does might not feel the same as a major donor interaction or an individual donor, but ultimately, people are making those decisions. And so there is that opportunity for some dialogue dafs questions toe have some interaction, not with all grantmaker but it really it’s an important factor that a lot of folks do skip over under the stress of a deadline, and ultimately, in the long run, they probably hurting their success ratio is a result. Is it worth talking to the the grantmaker while you’re in process, you’re preparing your application one hundred percent, so i started as a grantmaker and while talking to a programme officer isn’t ever a guarantee of anything when you find a grantmaker that has the preference and the capacity we should. Maybe say the other order capacity and preference for some pre award communications it’s going to help you is the applicant to write a more competitive proposal or potentially to realize actually, maybe we’re not a good fit, so save yourself the time and it does. It helps the thunder is well in the long run again if they have the capacity and the preference for that communication because they’ll ultimately they’re receiving stronger awards as a result of that dialogue. Now, how do we assess whether they have capacity and preference? Can we just call and say i don’t have any specific question about the application? I mean, like, i understand it completely, but what do you say? How do you open that conversation if you don’t have specific questions about the process? Right? So the way that we handle and recommend that our clients do that outreach is through their research when they’re looking at an opportunity, but they’re looking at the website and they’re seeing what is the thunder actually say? Community foundation for southeast michigan says right on there, please, paul, before you apply crystal clear in their materials, they want to talk to you others. Will say, please email us or please call the program officer, please call the program director. Please email. On the flip side, there will be those that in their materials will say no increase accepted, so a lot of them were being pretty clear if they have a printed website or if they have it and you will report, they’re putting out information to try and make it easier for focused, understand what it is that they want or could allow to happen for station. But i think really what’s important that you consistently developed talking points. If you find a thunder that you’re going to have the opportunity to email with or call, maybe even meet in person and the way that we develop the talking points, they worked just as well in person as they do on the phone, or they turn into a great female. So the first thing is to do a quick introduction. Who are you and who are you? Not the whole history of the organization, which is quick, okay? Calling because based on my research about your foundations, you’re granting organizations, i think that our organization is a really strong potential grant funding partner with you because give him a thirty second elevator speech. Why do you think that your work is well aligned with theirs? Why should they want to talk to you? Okay, elevator speech or you’re at a cocktail party without a quick thirty seconds with somebody before they run away. So you’re establishing upfront that you’ve done research and you’ve thought you’ve thought this through. Okay, okay, uh, here’s, why we’re a match? What it what else? And then the last part is that you’re gonna ask, may i ask you? I’ve got a few questions that will help me understand if we’re gonna be competitive in your process and make our application the best possible for you that’s the phone call going, they’re likely going to say yes or in person they’re going to say yes and email you just dive into it, you’re going to ask him to two three thoughtful questions, thoughtful questions are things that are not in a funders frequently asked question documents, they’re not things that are clearly outlined. On their web site, a thoughtful question is if you read all their materials and you haven’t you do you have a question? Do you prefer to do a matching grant versus a one year straight project france here? Are you willing to fund salaries? Is that an eligible expense? Those are legitimate, thoughtful question could be that the way that they’ve described how they support education, you’re wondering if indeed they’ll actually support after school activities vs heimans on ly in school tutoring programs or whatever the case might be something a little more programmatic and you might say, well, they’re materials are really clear, i don’t know, i’m not sure i have a thoughtful just like anything else with people, people love to talk about themselves, so a thoughtful question to a funder all that you might want to ask you, would you tell me about a recent france that did a great job of sharing their outcomes with you? Or they did a great job of publicizing the funded work? Get them to talk about something that they funded that went well, because that’s going to give you a good example? Something to think about for what? They like, help the work that you do. How could you talk about it to them in a similar way in the application? I love it. I love it now, if you do this, if you open the door this way and have this this delightful conversation what percentile of grant applicants would you say you’re putting yourself in? You’re putting yourself in the top tier for sure? Yeah, it’s just not that it just doesn’t happen. People don’t think of the relationship part of of grant work. All right, all right. That was an excellent thank you for that digression. I took us there, but that’s not our plan. But we call it the three r’s. So the research then you do relationship and lastly, you get to be your third are of writing. Of course doesn’t start with an r but we capitalize. Alright that’s, everybody but it’s a quick thing. People skip the second r that’s what we failed to do research they do writing everything in between. Ok, we know that you know how to spell the word writing so i declare we’re going for the alliteration i underst which i love very much appreciate so it’s fine. We will know you, khun spell. All right, all right. That’s cool. I like that. Uh, yeah. Okay, so ah, and putting our backdrop calendar. We’re putting this counter together, there’s, considerable time. We have to spend looking into all these things about deadlines and africa. Not all applications, but renewal, etcetera, mean there’s a lot of time up front goes into this. It is, but it really. It ends up saving you significant time in the long run and it’s usually well paired that you’re working on your grant calendar creations. While you’re working with your peers, your colleagues in your leadership for what is that grant revenue line item look like in the operating budget for the year ahead. At the same time that your organization is pausing to budgeting work, you should be creating your grant calendar so that they’re in synergy. Yes, and not only amount, but timing, too, right? Absolutely. Yeah. Okay, it’s. Excellent. Nastya. I’ve had guests on talking about this hyre generally, but never heard that you have to align the revenue with with the budget. Otherwise, everybody’s gonna be disappointed if the grand budget revenue line item is off right. You is the person who was doing the right thing, and those that are in leadership responsible for that budget. Yeah, could be worse than your disappointment. Okay, let’s, take our first break. When we come back. Diane and i will continue talking about your your annual calendar, and we’ll get a little more in depth. A little more advanced. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth godin, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they only 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. Lively conversation, tap trends, sound advice, that’s, tony martignetti non-profit radio. I’m melanie schnoll begun managing director morgan stanley philantech management. Welcome back to big non-profit ideas for the other ninety five percent i gotta send the live love that’s, etcetera, etcetera, it’s gotta go out were pre recorded, so i can’t name you by city and state. But if you are among our live listeners today, the love goes out to you. Thanks so much for being with us. Not only love, but thanks gratitude and love podcast pleasantries over twelve thousand i’m brown prepared to say it now, you know it’s happened so often that it’s over twelve thousand that’s all there is to it. It’s over twelve thousand podcast listeners it’s just that simple we’re beyond that ten thousand mark ten thousand threshold so pleasantries to the vast majority of our audience, the podcast listeners, whatever device, whatever time, whatever you squeeze us into your busy hectic schedule pleasantries to you our podcast listeners, thanks so much for being with us and the affiliate affections to our am and fm stations throughout the country. Affections to you. I’m glad that you’re listening. Let your station know that you do listen so they get some feedback. That’s always valuable affections to our am and fm affiliate listeners. Okay, diane. Leonard. Um, this this process necessarily involves gold setting. Let’s. Talk, let’s. Talk about that. Sure, having goals is really important for yourself, and so that the organization is in well alignment with grant seeking strategy and really articulating and achieving your strategic plans. Okay, so well, so what are some of the some of the goals you have? You have lots of good metrics here. I love all of these metrics that you list, um, like award percentage and percentage funded versus asked, we’re setting goals for for all these things, ideally, yes, what we find is that some organizations our only using one or two metrics to measure their grant seeking success. What’s really, there is a pretty long list of different metrics that can be used and if you together actually present you with a fuller picture of the success and where you’re seeing growth or potentially room for improvement in your grantmaking so that you can try and sharpen your skills, have better success percentages overall have a stronger return on investment on each koreans that you write as we’re setting our goals. What do we benchmark against? Is that to be organizations like us eyes that number even? Or those numbers even available to what degree does the previous year factory or the previous three years? Great questions? People tend to be pretty tight about sharing they’re different personal metrics, and so it really is about looking at your organization’s ask track record looking at one, two and sometimes three years back to see what those different their success presented percent of funders that are renewing percent of each year to see what dollar amount or what a number of total grantspace unders versus previously existing relationship. If you look at those numbers that you’ve got a longer terms history, it can show you sometimes there’s some blips, things that happened because of government funding, in or out that are beyond your control. That would impact your metrics. That’s what you want to look at more than just the past year hyre establish a benchmark where were you? And set some goals from realistic goals for yourself? For how could you improve your work? And hopefully your grant revenue is forward so it would be off color of me to ask you what you’re percentage of awards is that? Is that an inappropriate question? Not at all, totally appropriate, especially if you’re talking to a grand consultant were usually pretty public, so my success percentages stayed over sixty five percent for my eleven years in business. Okay, is that how does that rank? I don’t know two thirds proud. Of that, though, i will say that with pride. All right, so two thirds of the application that you submit over the past eleven years have been awarded. Is that right? Did i state that? Right. Okay. All right. Two thirds. All right. Excellent. Um, all right. So let’s, talk through some of these, um, percentage funded versus asked, like it’s that’s pretty straightforward. Um, again, you know, it’s it’s, i think the toughest part of this is figuring out where you fit in. Like, what? Which leaves should we be looking for ninety percent funded versus asked? Or is is fifty percent good? It’s tough it’s, very tough, and especially depending on what type of work you’re doing and what type of grantmaker you’re applying to what would be a good standard will be different. So, for example, and i ate when they publish their funded percentages mean there, so incredibly evidence all grantmaker czar, but at an age to think the last published that i saw was that thirteen percent of submitted proposals funded thirteen percent. But that’s all the work you’re doing, you’re probably gonna be happy with a different numbers than if you are solely working. With family foundations for britain families. Percent of funding renewed and increased. Can you say some something about that? Sure. So if you look back at the last year and you see which funders you received funding from, you’d be looking then to say, well, how many of those? Well, i’ve retained what percentage will i receive another grant from in this upcoming year? And ideally, what percentage could i increase in award from? So instead of getting another seventy five thousand dollars france, i should be great if i could increase and get an eighty thousand dollar grant eighty that’s modest, i was thinking from seventy five to one hundred it was eyes like crazy. I mean, you’re the pro eyes is that is that unreasonable to go expect somebody of thunder to go from seventy five to one hundred it’s so situational for something having the increase of a few thousand is a big deal for others, you’re right, you could make a much bigger jump depending on what you’re proposing mean, if you did a great job last year or over the past two years with them, um, and and you have a way of expanding the program, wouldn’t that be a credible? Argument for giving ah, what would my case would be? A thirty percent increase? It certainly could be, and i think you know, this actually goes back to that relationship point if you’ve done more than just implementer project, but rather you thought about how you can enhance your relationship with your grantmaker in addition to doing what you said you would when you said you would, how you said you wouldn’t your applications, i think you stand a much better chance of increasing your award in the future year. Yes, well, one of your metric is grant compliance. How do we measure that when you look at the different brands that are being implemented for some, if you’re talking government grant has got very strict standards from the ownby office federally, but we’re looking at grant appliance. You could measure yourself on percent of report turned in on time or early percent of grant bill turned in on time or early, even simple metrics like that go a long way, because as soon as you turn a report in late, you hurt your truck and your relationship with the grantmaker. Yes, very much. And and your credibility is diminished. Yeah. Um, labbate diane, we may have to have you back is we only have, like, two minutes left, but i i want to get to the use of your colleagues and expanding the definition of who belongs on the grant team. Please talk about that. Sure. So when we say grand team folks will say, i’m a grand team of one and what we really mean, when when i talk about grant team when those that i worked with when we talk about granting what we mean, are those organizations that play a key role in e-giving you helping you give it, tio put together competitive applications so it’s leadership for saying yes, good ideas in alignment with our plans, somebody from finance helping giving you the budget numbers it’s a vice president of programs or a program director that telling you here’s what goes in that logic model form here’s what goes in your work plan for they are they might not call themselves formally ever a grand team, but they are your pre awards frantic. Then you have a post award rant. Eam might be slightly different players. That are helping to make sure grant rented the way that it was proposed. That thunder information is being shared back by a report, if there’s a need for financial building or you do a revision to a budget there helping and working with you or your grandmamma jer, if your organization has one, they’re working together for that. So again, i might not ever call themselves a grand team formally. You might not ever see it on the organ chart. They exist. Not truly a solo role to be in grant. We have to leave it there. I hope you’ll come back again because there’s a lot more to discuss and some of these topics, and we gotta leave it there. Thank you so much. You’ll find diane’s company at d h leonard consulting dot com and she is at diane h leonard again. Diane, thanks so much. Thank you so much, tony. My pleasure. Next week, very special show atlas of giving. Ceo rob mitchell announces the fund-raising results of twenty sixteen and the forecast for twenty seventeen with us will be paul schervish, america’s professor at boston college, and professor doug white from columbia, commenting on the review and the forecast. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com, responsive by pursuant online tools for small and midsize non-profits data driven and technology enabled, and by we be spelling supercool spelling bee fundraisers, we b e spelling dot com. Our creative producer is claire meyerhoff. Sam lewis is the line producer. Gavin doll is our am and fm outreach director. Shows social media is by susan chavez, and this music is by scott stein. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff, sort of dane toe add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge. Somehow they’ve gotten in touch kind of off line as it were on dno. Two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five.

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Nonprofit Radio for January 6, 2017: 2017 Legal Tips & This Year’s Board Retreat

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent happy new year for sure, the new year twenty seventeen my voice just crack together come a fourteen year old it’s incessant with the voice i got to get lessons or surgery or something. Happy new year, that’s much more important, i hope twenty seventeen is going to be very successful for you. I hope you’re going to be doing some introspection and inspection and buy two guests today. You’re goingto talk about some topics for you to be the introspective about. Oh, i’m glad you’re with me. I’d be hit with ryan ola thigh assis if i got a whiff of you missing today’s show twenty seventeen legal tips are first introspection topic the new year means a close look in the corners we’ve got the legal issues you need to find tune aaron bradrick is senior counsel at the non-profit and exempt organizations law group neo and this year’s board retreat done right, your retreat will energize and focus your board and get them working as a team. Greg cohen nose out he’s a senior associate at cause effective tony steak too. Charity registration. 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’m very pleased a real pleasure to welcome aaron bradrick when she calls in, we had her, but she’s gone, it wasn’t her. Okay, aaron bradrick is not here yet, but she ought to be calling in very shortly at ten a m pacific time, which is one o’clock eastern. So let’s see, well, some of the things that she and i are going to talk about, of course she’ll have the detail. Um, we’re going to start with this topic of charity registration, which i’m planning to fill in a little more on in tony’s take two, but you know, the general idea that you need to be properly registered in each state where you solicit our first introspection is the introspection show our first introspection topic for twenty seventeen. Yes, you need to be probably registered wherever you’re soliciting donations, you need to be registered with the state authorities, and we’re also going to talk about a board calendar. I’m not. Sure, i don’t know, maybe non-profits doing this routinely, i mean, i go to board meetings, but i don’t know whether they are planning the full year. Maybe they are. I’m not saying i’m not saying it’s not happening. Maybe greg cohen has all inside, and tonight we might talk about that later on, but it ought to be there ought to be a yearlong calendar of topics for your meetings, however often their car so that you got some strategy around it and some common sense. Um, let’s, see what we’re going to? Uh, yeah, all right, we’ll take a break and we’ll see if we can get i mean, i didn’t mind i don’t mind summarizing, frankly, but it’s bothering sam sam’s bothered sam doesn’t like it. I don’t know father was like, all right, it’s, my shot duvette piela i want, but i’ll take the advice. We’ll take a break, we’ll see if we can get aaron burr. Aaron bradrick on the phone. If not, well, you’re going to stay with us anyway. Nobody’s going anywhere, we’ll see what happens. It’ll be an adventure for everybody. 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. Hello, i’m j c. I’m joan, and welcome to twenty first century entrepreneur. We bring education in sight, knowledge, awareness, trouble, craziness and fun for you, the entrepreneur who’s looking to build your business and your community. Listen every friday from noon toe one eastern on top radio dot n y c, and you can tweet us at twenty first c e radio or talk alternative. Talking alternative radio twenty four hours a day. Welcome back to big non-profit ideas for the other ninety five percent, and we did get aaron. It appears that i may have made a mistake. There’s an allegation that i made a mistake. I’m pulling a trump. This is me and i’m pulling a donald trump. This is alleged hacking. This is a land that there’s a mistake. I’m going to go back and check the record. I actually, you know, on dh i’ll apologize in advance, erin, because there’s a good chance. I did make a mistake. I’m usually pretty good, but maybe i did let’s see let’s give her air informal introduction she’s a senior counsel at the non-profit and exempt organizations law group in san francisco where she is calling from she’s, a regular contributor to the very popular non-profit law block dot com and the practices devoted solely to non-profit and exempt organizations she’s at aaron bradrick and the firm is at neo-sage group dot com welcome, aaron the same story and sorry for that computer and i was planning to call in at ten. Thirty. So, uh, sorry about that, but i’m glad to be here. That’s okay, i may be the one who’s. Supposed to say sorry? I thought we ok, obviously i thought we said i i thought i said ten pacific, but i made you know, you there’s a good chance for because i’m booking a lot of guys glad. Glad we’re on now. Yes, and thank you for doing it. Spur of the moment. Okay, so i gave a little introduction into just a couple of the first two topics that you and i we’re going to talk about the filing requirements for charity registration and the board calendar, but i just gave glossy overviews so let’s talk about this charity registration filing thing. You think this is something good to look at in the beginning of the year? Yeah, i mean, i think the basic idea is that the new year it’s, good climb for organizations, kind of take a look in the mirror and see what they have coming up for the next year, make sure they’re organized, ready to go with a fresh start. And i think one of the things that we’re seeing lately is particularly at the state level regulatory agencies really cracking down due to the lack of compliance with registration and filing requirements. And it could be something that’s easy for an organisation to overlook. We recommend kind of the beginning of the year taking a look at what deadlines you have coming up for various filing requirements, which often turned on when your fiscal year and for the organization. I’m not just the annual returns that are filed with the irs and potentially with state tax authority, but also with potentially a charitable oversight and sees which is the attorney general and any ongoing filing requirements with the secretary of state or department of state and creating a calendar for you the year of when the silent or do and making sure you have a point person who’s designated to make sure the organization doesn’t miss the deadline. Yeah, that could be that could be a tough one for smaller organizations where the organization has a lot of filings to keep up with it’s it’s it can be difficult for someone to devote, like a quarter or a half of their time to these compliance issues. Yeah, absolutely. And particularly for all. Fall into your organizations where you don’t have a staff member, you can designate the responsibility of making sure these were met on the problem that we also see with a lot of these organizations is particularly when they’re all volunteer run when there’s a change in the officer structure there’s a change in the board, they don’t update these regulatory agencies with her new address, so even if they do miss a filing deadline, mostly agencies will send out reminders or have notices that the deadline has passed and that you have not seen an opportunity to make this filing before their adverse consequences from missing the deadline. But if you haven’t updated with a new address, sometimes organizations aren’t even receiving notices at all, not even aware that they’re missing with that fine, but we’re seeing greater consequences for missing these types of filing requirements, so it is really important for organizations to make sure they have some sort of system in place to make sure things don’t fall through the cracks. There’s something related to that that happened a few years ago? Now i know you’re talking about going beyond what’s required by irs, the form nine ninety whichever variation on organization may do based on their size, but but it was like three years ago or so ah, a couple of hundred thousand non-profits lost their tax exempt status for failure to file their version of the nine, ninety. Yeah, so the irs regulations we’re past that said that if an organization fails to file on exempt entity return for three consecutive years, then immediately upon the third missed filing, they’re exempt. Status will be automatically revoked. There’s no discretionary basis for preventing that automatic revocation. So if you missed three years of your nine nine year whatever for my ninety year required to file, then you can be automatically revote. There’s there’s some leeway, but for many organizations, if you are automatically revoked, you have to apply all over again to have your exam status reinstated. We’re actually up to almost seven hundred thousand organizations that have been automatically revoked over the last, i guess, six years, seven years now. Oh, okay, i didn’t know it was that large, and maybe that maybe that initial wave was now that the first wave of, like, three hundred thousand that wasn’t six or seven years ago, was it? No, i believe i believe they started them in two thousand ten, but i’d have to confirm falik automatic. Revocation put into effect, there was a big there was a big serge, a bubble, whatever in one year, but i think i was only, like three years ago or so roughly because because i know this show is six and a half years old, and it didn’t come at the beginning of that. I mean, those may have been happening, but then there was that huge one. Like i said, like close to three hundred thousand or so. All right, so okay, look in your look, look in the dusty corners, check your filing requirements, basically let’s say let’s, go to the let’s, go to the board calendar. You do you do you think most non-profits are setting their agenda for the year in advance? Are they doing that? I think probably not, but i think it could be a very effective tool. I think some larger organizations previewed organizations with large staff that helped to kind of coordinate the board meetings or, more likely, that be setting some sort of calendar for a full year. But i think he’d be helpful even for smaller organizations are entirely volunteer run organizations as well. I think it can just help. To set expectations for various meanings in advance to make sure the meetings are effective and efficient and that the board really covers everything it needs. Teo during the meetings throughout the year, yeah, it makes great sense. You you look at the whole year plan and make sure that everything is covered. So maybe you have some training on financials are you want to cover programs and you want make sure i would think you give equal time to all your programs or maybe wake them based on the preponderance that they proportion that they bear to your organization’s revenue or activities or something. But you won’t make sure everything is covered. It makes sense tow look at it for the whole year. Um, and you also suggest leaving some space for things that are going come up at hawk, of course, you know, it would be nice if we could predict in advance everything that was going to arrive throughout the course of the year, but i think that’s a very rare occurrence. So it’s important to make sure that in scheduling kind of topics for a board meeting, you’re not so rigid that there’s not opportunity for the board to discuss the really pressing issues that arise throughout the course of the year. You, uh you call this stargazing? I like that on time. Stargazing. I’ll have to give credit. I think jean takagi uses that term a lot. My colleague at any old locker. But we like the idea that, you know, a big part of the board function is really thinking big for the organization. So it’s not just necessarily thinking about the financials and the more procedural and legal aspects of government, but also thinking about, you know, what the organization can really accomplish, what its mission is, what is exempt purposes are and how it can best carry those out with the assets that has access to the kind of thinking big picture thinking about the potential of the organization. In fact, that could be a problem with a lot of boards is that they do get mired in the detail and they ignore the the larger role that they that they should be filling. Yeah, look at that time that’s looking critically at markets and competition and potentials, maybe scrutinising current activities to decide if we should be doing everything that we are doing etcetera, so these bigger picture items um and i think one of the hardest things for boards is actually to take a critical look at current programs and to make the tough decisions so, you know, if something isn’t working as well as it may be ought to be here isn’t necessarily the best use of the organization’s asset. Is there some kind of big changes that need to be made and those air filter big conversation? You know, there’s, not one that just happened in a short, you know, fifteen minutes section of ah one board meeting, so making sure that there’s room on the calendar for any of those types of conversations that should be taking place and perhaps will come up organically, you like to take a look att governance policies and there there are some that are in new marais tid in the form nine, ninety let’s get you why don’t you take those off? Go ahead. Yeah, the form nine ninety asks about a section has a section in the form nineteen doing be about policies, and it does actually say on the form nine, ninety itself that these policies aren’t required under the internal revenue code, but it is possible it somewhere required under applicability student law, so it is important for an organisation to be aware of any state laws that apply to it. But the policies that are mentioned on the form nine ninety are conflict of interest policy, a whistleblower policy and the document retention and destruction policy. The fact that they’re even included on this in a return form is just signal, i think, from the irs with either things that the irs was kind of thinking are important towards good governance of an organisation and are things that the organization doesn’t have in place, even though not legally required could be advisable and recommended from governance perspective. And then also from a marketing perspective, the ninety is so widely available that potential donors volunteers boardmember sze doing due diligence, whoever’s looking at your your nine ninety e i think it just doesn’t look so good to say no, we don’t have the conflict of interest policy, whistleblower policy, etcetera. Even though the irs, even though the form says they’re not required, i think it looks bad to check off those no boxes. Yeah, i could potentially and you’re right, you know, particularly, i think funders have access to nine, nine years and we’ll take a look at them and they are publicly available document the last three years, as you noted, so again, it it could be, you know, while not legally required, it could be a signal that you have good governance policies and good governance practices in place. You do, in fact, have these policies, of course, though having a policy in and of itself is of no use if you’re not actually making sure everyone is aware of the policy and following it and enforcing it so that’s another part of what we recommend, kind of the beginning of the year or some other time that the organization designate was appropriate based on its annual calendar, but taking a look at what policies you do have in place, whether they’re working for the organization or whether any changes should be made, whether everybody actually knows where to find the policies and his reviewed copies of them, and then also whether there are any gaps in your policy so there’s something that, you know, it would be helpful to have a policy on and you don’t yet and would it be appropriate to kind of put that on your task list in terms of coming up with an appropriate policy on that topic? Ok, one that’s coming to mind is it policy and the use of private personal devices for for organizational purposes? Do we allow it? What what do we require if we do allow it? You know, etcetera, what do you feel about that policy? We don’t see that as having been adopted by many organization, but i think it’s just becoming increasingly more relevant in the way that most organizations operate today, so it actually could be advisable, particularly for larger organization with larger staffs are a lot of volunteers that are potentially using technology resources that belonged to the organization. The use of of resources also comes up, particularly in the context of lobbying activities and political activities, which for five whillans trees you know, obviously, lobbying activities for public cherries have to be an insubstantial amount of their overall activity, but political activities are completely prohibited, and even you seven organizational resource for improper campaign intervention activity could be problematic, and i think a policy could be particularly effective in that area as well. Okay, lobbying ceo compensation is one that you like to see? Yeah, sometimes it doesn’t necessarily need to be in a formal policy, but it is something that the organization often need to be aware of the importance of and make sure it’s falling some sort of i’m specific process for determining appropriate ceo compensation, particularly here in california, we have a requirement that the combination of the ceo be approved by the board or unauthorized committee when it’s first offered, when the period of employment is renewed and then whenever it’s modified, even if it’s modified data word. So there are certain requirements in place with respect to ceo compensation and then also at the federal level under the internal revenue code there’s certain requirements with respect to how you determine whether compensation amounts are appropriate for having a policy in place could be good, particularly for an organization that has significant turnover. Andi it’s in its board, where there might not be a lot of awareness of what practices and policies should be followed with respect to determining compensation. Jean and i have talked about the competition hyre the presumption, etcetera, it’s, it’s in a previous share we’ve we’ve we’ve done something on that listen, sentiments and california because i said you’re in san francisco, but what are you hearing about the suspicion succession movement? Are we going? We’re gonna be down to forty nine six for you to start off the flag. It’s going to be a balance, therefore, i think probably not in my lifetime. I don’t think you do. People talk about a lot of talk about it. Do people talk about, like, over drinks and dinners and things? The result of the election have led to many conversations over drinks in my circle. I will. I will certainly say i’m not searching me. People are christian. Too hard for succession, but it’s definitely been floated. Okay? Yeah. All right, so it does come up. Okay. Okay, forty nine is, uh i was you were talking. I was thinking to forty nine as a prime. It would be hard to be weird to have a prime number, aziz Numbers, but not a prime 7 times seven is forty, so i was wrong there, but i mean, i hope it doesn’t happen. I there, there those who will we’ll send you off. Gladly, but i’m not among them. I hope we still, i’m glad to hear that way. In your mind. We’re keeping you in the union intact. Idealware okay. Let’s see so oh, and then, you know, we haven’t talked about any fund-raising policies, but you might have a gift acceptance and crediting policy and that’s something i work a lot with non-profits and i often find an existing one is not being followed. So in terms of either acceptance, i mean there’s a lot in there that non-profits forget is in there and then same thing with crediting they, i find it’s a policy that gets created and then often ignored. So, yeah, i can often be the problem with particularly these types of policies that are kind of thought of as the core required policies. People might even forget that they’re out there. So i think having some sort of process in place where the policy they’re easy to access and everybody that needs to be aware of them is well aware of what you know what they actually say. And i think the gift acceptance policy in particular, i think there’s often this conception that misconception, maybe that every gift is a good gift, but sometimes the strings that come with gifts for gift that aren’t actually easy to divest us can you be a little bit of a curse in disguise, i guess. And so it can be important to make sure that if there is a gift that isn’t no cash and there’s something that is more complicated or difficult to get rid of for the organisation or turned into value and that there’s some sort of process, we’re reviewing that gift and just making sure that acceptance really is in the best interest of the organization. Real estate comes to mind when you suggest that there may not be great. Real estate can be an enormously valuable and wonderful gift for non-profit on the other hand, i’ve had situations where it was a disputed strip of, like, four feet wide or so maybe ride, and it ran the depth of the properties. I was like two feet wide, one hundred feet deep, and somebody is trying to give it to us, you know, because it was denied and it was easier to give it to a third party and let us a trifle hassle with it. So there’s two ends of the spectrum, it can be magnificent, but around real estate in particular that’s, real estate’s, not the only kind of risky gift. But in particular you really you got to do your due diligence before your organization name goes on the deed for that property that let’s go to aa financials. You won’t take some time in the beginning of the year to do financial oversight. What do your thoughts here? Yeah, i think particularly for an organisation on a calendar year that has just wrapped up. You know, its last its last year. It could be a good time for the board and perhaps it a rather high level. But just take a look at what financials that has access to it. You know, the beginning of the year for the last year’s performance and then think about, you know, what needs to change in the future and then how it can arrive after those desired financial changes. So do any changes to the budget that’s been adopted for this coming here need to be made based on last year’s performance? Basically, just kind of taking stock. Obviously, reviewing the financials is, you know, an important part of board service and should be done more than just once a year. But i think reviewing it kind of that year and can be particularly important, i’m gonna have a guest next week. Diane leonard is going to talk about grant program, a grant calendar for the year, and one of the things that we’re going to talk about is timing your revenue with your budget when you expect when you’re expecting in her case, the grant revenue to come and make sure that’s appropriately timed so that you’re not, you don’t find yourself with cash shortfalls and a programming grayce program management, etcetera, timing those let’s see okay, oh, another thing with the financials to tony is that often you have boardmember zor even some gym staff members, they’re coming from just a range of backgrounds and have a variety of experiences, and sometimes not, you know, it’s not in everyone’s set of skills that they understand how to actually read financial statement something you could be really important as an organization to make sure that you have a process in place for providing some sort of basic level of training on reading financial statements, particularly for directors on denny cast members who don’t have that background, but who need to make sure that they understand the financial statements well, some people do it as part of an onboarding process with new employees or new directors and other organizations will set it up it’s kind of an annual or biannual sort of training that is available for anybody who hasn’t otherwise gone through it in the past elections. If you ah, if you’re going to be doing elections in the year, you want to make sure that you’re following your policy on elections, whatever your by-laws say, yeah, absolutely and, you know, we see sometimes organizations that have just always done their elections a certain way for years and years, and they’ve never taken the time to actually look back at what they’re by-laws actually say, and then one step further to make sure their current by-laws were actually in compliance with africa ble law right now, you’re by-laws were drafted twenty years ago it’s possible that the state law that governs elections and what has to actually be in yur by allies has changed, so can be appropriate to take a good look at what the legal election procedures are the requirements under the applicable law. Make sure your by-laws comply with that and then make sure you’re complying with your by-laws and it’s also kind of ties into the board meeting calendar we’re discussing a few minutes ago and making sure that if you do have elections that are required during this year that you have them scheduled in the calendar and notice that’s required in advance is also scheduled in the calendars that you’re not missing any deadlines, the risk there that he has some sort of disgruntled director or them voting membership organization and disgruntled member. If you don’t comply with the requirements of your by-laws or with law, then you could have potentially the decisions of the board or the or the members subject to challenge, and that just isn’t a good position to being from the organization we have just one minute left, aaron so let’s, let’s get teo, you want to review the articles and by-laws and are our purpose and mission statements? Yeah, and this is one of those things again that, you know, congested, good to counter for the beginning of the year. It was a good reminder. Take a look at what your articles say. The organization’s purpose is make sure whatever the bylaws say, it’s purposes is consistent with what’s in the articles and then take a look at what the organization is actually doing and make sure it’s still complies with the stated purposes. If the organization’s purposes have shifted somewhat over time, then it may be the right time to take a look your articles and by-laws and maybe make some appropriate revisions necessary. Okay, we’re gonna leave it there, aaron, thank you very much. Yeah, thanks so much for having me. Don’t you have a great day? I pleasure. Aaron bradrick, senior counsel at the non-profit and exempt organizations law group, she’s at aaron bradrick, and the firm is at neo law group dot com, and her boss is jean takagi at g tack. So if you want to comment on aaron, all good comments, of course, then you could you contact gene. Thank you, erin, thank you for any happy new year. So long. Thank you again by this year’s border treat with greg cohen is coming up first. Pursuant, they can train you in a thoughtful plan to reach your twenty seventeen fund-raising goals. It’s a. What they have is basically a map to your best prospects. Strong relationships. It’s, a four week webinar, siri’s there’s one a week, and it’s called fund-raising like a boss. I’m going to skip the kick reference this week, not that i was asked to skip case germans, i mean, it’s, my show, i do whatever i want. I just i’m choosing not to make the cake reference this week, and this siri’s fund-raising like a boss, starts on january eighteenth, voice cracked again. If you can’t make the live webinars they have you covered, you give access to their archive of each of the four you’ll find the siri’s fundez like a boss at pursuant dot com quick resource is training and then webinar siri’s. We’ll be spelling spelling bees for fund-raising it’s fun philanthropy. I like that philanthropy, it’s corny, but i’m not even sure i thought of it. It’s. All these things are only good when you think of them otherwise, thes puns are distasteful and hated, but if you think of it, you know it’s it’s genius, i’m not sure if i came up with this with a, i’m not sure that i saw it on their site, anyway. Philanthropy. It’s spelling bee plus comedy plus concert plus dance plus philanthropy that equals we be spelling. So that means spelling bee plus comedy plus concert plus dance equals we be spelling minus philanthropy if you move it over let’s change sign, but we’re well, we want to solve, for we’d be spelling, so keep over everything, everything else over on the left side, so don’t move it over so those things equal, we be spelling. Check out the video, the video there. Three minute video explains the whole thing highlights one of their fund-raising events. The video is at we b e spelling dot com now for tony’s take two, all right, i’m wagging my finger a little bit. Ah it’s an occasional admonition that i make around charity registration, which aaron and i touched on. I wanted to say a little bit more about your need to be properly registered in each state where your solicit donations it’s a morass, it’s awful. I wish it didn’t exist lots of people we should did exist, but it does it’s a morass because every state has its own forms and timetables and fees and definitions of what’s a solicitation, whether it talking, email or texting or u s mail, etcetera. So i’m just urging you to stay. On top of it, it is work that i do if i can help you, let me know, but it can be managed internally as well. However you do it, stay on top of it, please, because you don’t want to be the next headline. The trump foundation had a lot of problems with that. I did a video on that bunch of months ago, like, was that october november trump foundations very embarrassed that you don’t want to be the next headline. Stay on top of that and that is tony’s take two got to send live listener love the live love goes out tio, new york, new york, multiple new york, lovett, multiple new york, new york ah, union, new jersey red across the the river’s over there, the hudson river, staten island, new york. Right across the other way, actually, union and staten island. You could get to union through staten island. If you go across the verrazano and then staten island, then you go across the outerbridge, you get to union, so i don’t know if you all do. You all know each other just because you’re connected by bridges and i don’t know, stat now. Is with us, and so his union, the u k is with us. We don’t know which country and uk or it zing gland it is england, sam says, is england? We don’t know the city can’t see it korea’s with us on your haserot but we can’t see your city, but we know you’re with us. South korea always very generous. Thank you. We got hoochie minh city, vietnam and grow now germany! Good dog live listen love also to oakland, california, new bern, north carolina and, oh then go in south into obregon, mexico live listener love to you and the other live listeners podcast pleasantries over twelve thousand now. Yes, it’s the new year we’ve gone from ten, two thousand twelve thousand it’s happened. I’m ready to say it it’s it’s often enough that i’m calling it twelve thousand over twelve thousand podcast listeners each week pleasantries to you. I’m glad you’re with us and there’s affiliate affections to our am and fm station listeners throughout the country let your station no, please, that you’re listening whenever they fit us into your schedule throughout the week, i’m glad you’re with us affections to our affiliate listeners and i’m also glad that i can welcome back greg cohen he’s, a senior associate at cause effective, where he has trained and coached on fund-raising and governance for the boards and staffs of hundreds of non-profits since two thousand six, for over thirty five years, he’s been helping non-profits, including starting up and leading many he’s at greg cause the organization is at cause effective and that cause effective dot or ge. Greg cohen, welcome back to studio. I’m so happy to be here. Thank you. Cool topic. You brought it up to me late last year and i love it because we haven’t focused on this board retreats, border treats this can be valuable if you do it correctly and it could be a disaster if you screw it up that’s, right? So let’s talk about doing it right first they got don’t do things, but but just a little motivation. What can we get out of these if if we do them correctly what’s going to happen for our board? Well, this really fouls well from erin’s comments about shaping. You’re bored with intentionality. This is show has prepared, you know i’m gonna it’s it just happens and it’s beautifully coincidence, yes. So there it was on the menu. Okay, thank you. Start interrupting. So what you can gain if you think about your board is forming a high performing team? A zahren said for many of the things that she talked about, there isn’t time within the typical board meeting, particularly for areas that require reflection like let’s. Look at if our mission is still relevant to the activities of the community that we’re responding to. Maybe you’ve added knew board people and you have members who haven’t really gotten to know each other, like on any team you want people to bond, you want them to have a shared conception of their purpose, and you wanna have some ways of operating together might be the agreement on that schedule, that board calendar for the year of how we’re going to conduct our business, and what do we want to accomplish relative to the needs of the organization? So the retreat is about taking more time to reflect without the daily pressures on those key areas of governance and on how the board should perform itself as a team. Take out the bigger picture all these bigger picture items that aaron was referring to. Absolutely being more strategic and less, you know, in the in the in the forest stuck, and i’m stuck in the woods, right? It can range from how has our community changed other new populations and needs? It could be what changes in our revenue mixed dewey anticipating that’s going to be on the minds of everybody with a new administration in washington. And how do we get ahead of the possibilities and plan in advance and planning in particular as a governance function is best done at a remove from the monthly board meeting where you have a lot to accomplish in the agenda? How do you like to do these offsite weekend? How long? Give us a little flavour for right? Well, so it all depends, of course, on how much you want to accomplish and the availability of of your board. Ideally, i would say offsite someplace nice, relaxing that supports the conversation and people can into relate comfortably and there’s room for breaking out in smaller groups weekends, because that gives you blocks of time and i think it’s hard to do retreat in less than half a day. And many retreats actually go a whole day. Some organisations are extraordinary and devote a saturday in a sunday to a retreat. That’s a little unusual, but i think the more you remove it from the day to day constant context, the more you’re going to encourage people to interact and think differently. Okay? She liked to see a weekend day, right? You’ll also avoid people calling into their office checking email, you know, i mean, they you know, yeah. There’s. More of those distractions. You can control the circumstance of the meeting. That air offsite, it’s. Just a wifi ofthe exact it, of course. Those other access, but okay. All right. So what you want fairly distraction free, right? I mean, this is important. This is important time. Okay? Of course. That’s also going to depend on budget you have to spend for this. Maybe a board members home. Have you seen that? Can that work? Yeah. First for a relatively small group that can work very nicely. Okay. If there’s place tio sit around and actually deliberate, you need something like a conference table set up, but home can work very nicely. First board on the smaller side. Okay, okay. Um this, uh, could have some value around orientation for new board members. How we hardly fit that in? Yeah, absolutely, from okay, a number of perspectives, usually during a regular board meeting, there isn’t time to set context for the items under discussion. A retreat allows senior staff and bored leaders to explain a little history to put an issue into into context for new board members so that they get a better map of the environment in which the non-profit is working. Secondly, it’s really important that board members get to know each other on a social basis and interact, particularly if they’re deliberating on hard issues. It’s really good if you’ve had the chance to talk to someone more informally, you know, a little bit more about their background, what they do about their family, personal time, that makes for a stronger team, and you want to build team building activities into a retreat to make sure particularly there’s integration of those new members into what might have been, you know, a pretty cohesive group beforehand. It’s hard for the newest person to break into a club where everybody seems to have special knowledge way don’t have to do ah, walking over hot, broken glass. I love that you do? Yeah, i’m talking about what is it like? It was drew people to our board. What am i doing wrong? No, but i mean there’s, no question, a cohesive team. And you want to have interpersonal relationships that go beyond the business that’s conducted in the two hour board meetings every however often month, quarter, whatever you want to get to know each other exactly. And that’s one way not everybody is very forward and offering their opinions to establish some safety in the room for a really meaningful discussion of an issue. If i don’t really know how i’m going to be received by the person across the table haven’t built up trust, i’m probably going to be a little inhibited, particularly as a new boardmember from from knowing that i can speak my mind. Yeah, comfort with comfort level with that. Is there any favorite exercise? You have that the around team building and he, uh, like you play a little game? Yeah, all the classic ice breakers that involve won a lot of interaction between the board members and to some revealing at revealing some. Aspect of someone’s personal life that one wouldn’t ordinarily discover in the board introduction. I cross dress, you know, friends. Exactly. Exactly. That could be something. Could be a great accomplishment. I want philip boardmember to know exactly. Okay. Alright. Eso bringing drawing people out of right there. Business. And what do you do for a living and having them seeing in their full personality? Not just there. Jacket and tie image at the table. Okay. Okay. Um, let’s. See what else? What else? What else could we could we do around these do in this? Well, so retreats offer an important opportunity to develop leadership among the board, and we think planning is really important. So i know when i was an executive erect the first time i did a retreat, i waited too long. And then i realized g i need someone to run this. And the week before, i called someone who was a facilitator and said, can you run my board retread on saturday? And he said, well, what do you want accomplish? And i said, well, that’s, what i’m hiring you for and i really i recognize how unfair that was now that i look back. Because with a good border treat, you think you you wantto builds a common idea of what you want to accomplish during the day. So we like to form a planning committee of board members and staff and then a sine preparation roles so that many of the board members, if not all, get a chance to lead a part of the discussion and ah, shared leadership. Yeah, exactly. And that models the kind of back and forth and deliberation that you want to teach your board meetings. So this is a chance in a plan fashion to say each of us can have a role in guiding the discussion among our peers. So, like you rotating facilitators, friends, well, it might be on topic. So you have each chair, the chair of finances going toe provide an overview of how we did last year in finance and what the challenges are coming up in this year and that might be heavily supported by a staff person. But the key thing is it’s a boardmember who’s articulating it and the message below the the direct messages each of us can master this you like to see a facilitator? I was ah, instead of the board chair running the retreat, you don’t want to see that. I’d like to see every member of the team be able to participate in a full way without having to do that facilitator role of kind of looking down in saying how’s, this whole group interaction going that’s very demanding. Okay, we want full participation of the executive director and the board chair in discussions and save them from the facilitation role. Okay, facilitator is an outsider. It could be i mean, sometimes for the staff person broke, you know? Could be yes, it could be a fourteen year old like me. Okay. Ah, of course we a cause effective love it when people hyre outside facilitators. But if you had it a skilled staff person but that person could play that role too. I usually for the team building. If i’m working with an organization that uses that in their program, i have a staff person coming and running exercise like the ones they run with their clients. For instance. I see. Okay, we’re going out for a break. Greg and i are going to keep talking about this year’s board retreat on. Ghost. Gonna ask him to talk a little about what cause effective. Does 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 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. Lively conversation. Top trans sounded life that’s, tony martignetti non-profit radio. And i am his niece, carmela. And i am his nephew, gino. And i am the doting uncle brillo head sometimes called tony, at least over the dinner table. Um all right, i want teo, have you explain what cause effective does greg as consultants and non-profit itself? Because it’s an outstanding organization, i refer people to you when they ask questions that they and they need help that that i can’t give, i refer them to cause effect of what you people doing over there? Great. So first of all, we have been around for thirty five years, as you say, we’re a non-profit but were organized like a consulting firm and that we have specific engagements with clients, and we work together to find a way to fund that our focus is primarily on helping groups learn how to be more effective fundraisers in the area of relationship based fund-raising so not so much grantspace ship from government or large foundations or large corporations, but more that one to one kind of fund-raising typically when on organization wants to start raising money from individual donors, and that hasn’t been their emphasis, because maybe they got most of their funding from government of foundations. Now they want to diversify, they didn’t recruit aboard for that purpose and the board is saying, whoa, that wasn’t in our contract that’s when we step in and starting from where each organization is paint the dance steps on the floor that lead them to becoming effective in reaching out and building a sense of community among perspective and other donors that’s the most common type of referral that i’ve sent to you is someone is basically asking, how do we get to the next level? We’re all event driven, and we want to have individual donors, how do we do it? I send them to cause effective great. The other area that relates particularly board retreats is that we think boards are the vanguard of that individual relationship based fund-raising and the best motor motivation for a boardmember to go out and fundraisers to be is to understand the needs of the community and the mission and be driven to raise money. So the group has the resource is to fulfill that mission in the fullest way. So to do that requires really connecting every boardmember to the conception of the potential for the organization to realize its mission if it found the resource is cool. Thank you. Talk to them that you you do. You only work in the greater new york city area were primarily focused on new york city region because our work involves a lot of coaching and being in place. We like to say we embed ourselves with a client. So were present at board meetings that staff meeting staff trainings and there’s. A lot of trust building. So the work has tended to be done best when we are local within the tri state area. Okay, i don’t know what to say for the rest of the country. There are there are we do go out and speak and share our methodology at national conferences. Okay. Everything from the junior league. Teo bi annual conference for social change. You also have an excellent newsletter that i get that julie levine, the executive director, puts out. So, you know, you can sign up for the newsletter. This is all you’ll find. Because if that door okay, exactly. All right, let’s, circle back to the border, treat staff roll what’s the staff role in supporting this. You mentioned they might. They might be facilitating or maybe not facility, but leading cem. Session more supporting the board members to do that to lead those sessions. So i think staff always in relation to board is providing the legwork and context to board members to carry out their governance work so it might be collecting data and might be helping the board members identify what are the most important issues to be discussing in a retreat. Now, particularly exactly the partnership between the executive director and the chair is is always key. But you know, the development director might work with the head of the fundraising committee to say, what is it that’s going to be most helpful to emphasize? To get the board members particularly jazz for fund-raising in the coming year or get him ready for the gala are whatever are the key challenges in each area of governance for the year in the appropriate staff person who provides support to the board members in those areas, i will say, generally speaking, most board retreats on ly include senior staff there. Ah, sometimes there’s a portion where there’s joint board staff as portion of a retreat but really, i believe boards need their own time, so and their own focus. Oh! I’m not in favor of bringing in a lot of staff to a country of their own retreats. Or they might come in for a session exactly on dh, support that somehow and then depart. Yeah, that shouldn’t be here, right to have staff come in and talk about successes in their programs, to give boardmember sze in a nice taste of mission and to get to know a key staff person better even bringing a client for that purpose. But they come, they do their piece, and then they leave. Okay, okay. If we do this on a weekend saturday or sunday, do you like to see a dinner afterwards? Should we be asking people hang around for dinner or are people more likely to just leave when the business is concluded and not stay for the dinner? I i’d like to pull the board because if you have a board that has young children, for instance, they’re the boardmember probably less eager to skip dinner with the family on a weekend. If you have a board that’s older, they may be willing to devote more time and it’s lovely to have to finish with wood dinner together that i said, check in and see what the majority of the board feels. Okay, okay? You have some ideas about things that we want toe stay away from things teo avoid in our in our retreat buy-in you don’t want people doing a lot of reporting when that stuff that they could be doing in a regular meeting, right? So that’s a tendency to say, alright, this, as i say, we want to bring people up to speed and be on the same page, so we’re going to say the same thing to all of them in the room, but what happens is that they sit as passive recipients of that information, so better as you say, provide a report and then figure out how to structure a discussion that that brings in the latest information that you want people to absorb but make them do a little reading and then use that information in deliberation during the the retreat, i will say there’s an exception, there’s a portion of it of a retreat where providing information is appropriate, which is if you’re training for a new skill. So aaron mentioned more you mentioned providing the ability to read financial statements or something for us it’s typically fund-raising techniques like doing a practice, ask for money or practicing an elevator speech where there’s a piece of training involved and we’re really conveying information that’s appropriate for retreat, but for bringing people up to date on the daily activities of the organization. Save that for report and use the time when you’re reporting for the bigger stargazing issues. Okay, you also want to be judicious about what you include so that you’re not packing too much into the day and nothing gets adequate time. Exactly so ah, common issue is we didn’t do strategic planning this year. We need to get the strategic planning process done when we have everybody together, because we’re not gonna have together again in a room for five hours for the rest of the year, so let’s do fund-raising governance, strategic planning and, oh, by the way, we’ve got a bunch of other governance things that we didn’t do, i’m going to put it all, and then people feel overwhelmed and they don’t take away the key lessons well and everything. He’s done sloppy then examine those air such big issues, any one of them could could be a five hour planning planning session. Exactly. Okay, so so you got a pair it down to just a couple. So everything gets the attention that that’s, right? And i think some key years, their touch on touch on mission, touch on fund-raising touch on how the board is functioning in its overall governance, and then you can pick some issues that are specific to the group to focus on, even have a guest speaker who relates to ah, the area of mission for part of it. And the thing is to keep it lively, have it very participatory. I like to say a successful treat is one where people are disappointed that the day has come to an end and they say, why don’t we do this more often? Cool. Let’s. Wrap it up. We just have, like, thirty seconds left. You like to see good food? Absolutely. And wine to have wine, not overload the end. Yeah, absolutely wanted to paint at the end to celebrate the success is no that’s cool. Yeah, yeah, but if you’re bringing piela people giving their time on the weekend, you want to reward them with a with a pleasurable experience. No booze at lunch. Great going, senior associate itcause effective. You’ll find him at greg cause and again, the organization is cause effective and also at cause effective dot org’s. Thanks very much, greg. My pleasure. Good to have you back next week. Digital inclusion furthers your impact and your annual grants plan it’s with diane leonard. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. We’re sponsored by pursuant online tools for small and midsize non-profits data driven and technology enabled and by we be spelling supercool spelling bee fundraisers. We b e spelling dot com. A creative producer is claire meyerhoff. Sam liebowitz is the line producer. Gavin dollars are am and fm outreach director shows social media is by susan chavez, and this music is by scott stein of brooklyn. Thank you for that, scotty. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent go out and the green. 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? 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