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Big Nonprofit Ideas for the Other 95%
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Claire Meyerhoff, Scott Stein, Maria Semple, Gene Takagi, Amy Sample Ward: 300th Show!
It’s the 6th anniversary of Nonprofit Radio! We’ve got live music, giveaways, Nonprofit Radio Fact or Fiction, impressive show announcements and all the familiar guests. Claire Meyerhoff our creative producer co-hosts. With us are theme song composer Scott Stein with his “traveling 88” and our savvy contributors Maria Semple (prospect research); Gene Takagi (law); and Amy Sample Ward (social media). It’s a blowout! It’s an extravaganza! It’s our 300th show!
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Hello, martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. You hear that? Live music. That means it’s, our three hundredth show. Scott stein. We got lots of live, more music, more live music coming up. We have a listener of the geek lauren wilkerson she’s at fit underscore fund-raising she first tweeted me that she’s been a podcast subscriber for awhile and loves it. Although lauren, you spelled my name teo and i please get that straight is why at the end when i told her that she’s our listener of the week, she said she’s geeking out so i dubbed her listen er of the gate and she tweeted back, geeky is the new sexy she sent nice tweeted a nice picture with those black bcd you know those birth control device classes and saying that geek is that geek is the new sexy. So she is our listener of the geek she’s lauren whisker seuin congratulations, lauren, our very first listen to the game. Cool. Oh, i’m glad you’re with me. I’d be thrown into press oh, pota, please jia! If i had to face the idea that you missed today’s show it’s the sixth anniversary of non-profit radio, we’ve got more live music giveaways, non-profit radio fact or fiction, impressive show announcements and all the familiar guests clear myer half our creative producer cohosts with us are the theme song composer scotty stein, who he already heard from and he’s traveling eighty eight. We’re going to hear a lot more music from scott are savvy contributors are calling in maria simple on prospect research. Jean takagi are brilliant and now award winning lawyer and any sample ward our social media ceo it’s a blowout it’s extravaganza it’s our three hundred show that’s claire meyerhoff that’s name we are we’re on periscope way don’t start periscope oh no where’s our periscope corey okay, we’re going to be on periscope very shortly. We didn’t start where’s our periscope cable sam um if you have the app, then i’m at tony martignetti and also on twitter. Of course we’re live tweeting the show today so check check that use the hashtag non-profit radio wanna give a shout? Out. And thanks to cure a coffee and the non-profit times they are our giveaway sponsors on tony’s take two. You know, i just i got to say thank you. We’re sponsored by pursuant full service fund-raising data driven and technology enabled. You’ll raise more money pursuant dot com. And by we be spelling super cool spelling bee fundraisers. We be spelling dot com and we be spelling. Where the heck did that come from? That’s? One of the cool announcements. Our newest sponsor is spelling bees for charities. We’d be spelling dot com. We’re going to talk to the ceo. He’s going to be calling in alex’s career. Explain why we be spelling is perfect for non-profit radio listeners krauz meyerhoff. Welcome back to new york city. Thank you, tony. Martignetti, it is great to be here. It’s. A pleasure to have you co hosting. You gotta hold your mike because it fell off the stand. Well, you know, sometimes you have to go old school. You are, you’re improvised, and we gotta get our get our periscope feed going. I just plug this in. Sam. Okay, okay. I’ll try to do that, huh? Well, i also welcome scott. Stein okay, sign doesn’t have a mic. Regrettably wasn’t do yell. Doesn’t quite have a mic, but he’s here and okay, so you have that? Here we are. Cool. There’s scott star he’s got a mike? Yes. Thanks for having me. Well, it’s a pleasure. You were here for the two hundredth last year. You couldn’t make it. So we had a pre recorded segment of you right in my apartment. We did it from your apartment, your studio in your apartment. And this year, fortunately, you can make kitt on dh. You’re live, and we’re going to course be playing cheap red wine. Yes. Yes, we are. And you got a piece coming up from your new album. Yes, indeed. All right. We’re going to a chance to talk about all that clear meyerhoff what’s going on with you and the plant e-giving agency. Well, i’ve recently incorporated. I’ve grown my business. I have a great new website pg agency dot com and i’ve brought on a partner. Business partner diana grows from the national wildlife federation. She’s a ah, millennial she’s a younger person shows she knows a lot of stuff that i don’t know and i know stuff she doesn’t know, so you are a great combination and we’re helping all kinds of non-profits with their philanthropy, communications and their plan giving marketing and just basically helping them with a wide range of communication needs, the good half are the pg agency dot com it’s pg agency dot just pg agent don t agency dot com we have a special paige pg agency. Dot com slash tony three hundred and for anyone who wants a phone consultation, which we have ah fee for a very reasonable fee, we have a discount for you, so give us a tap there on pg agency. Dot com slash tony three hundred cool you arranged a discount for not property listening but described your property respond? The website is new, right website is new. We’ve got all kinds of great content on there about some strategies you probably haven’t even thought about that most people don’t think about for their plan giving marketing so it’s not the same old, same old plan giving marketing and, of course, in addition to those weighty responsibilities at the plant giving agency, you’re non-profit radios, creative director i am non-profit radios creative director when tony i met tony years ago when he was starting the show and he’s like, can i? Can i help you? Can you help me start the show? And i’m like, sure, and so i showed him how to make, like, a clock, you know? So the u do you know, certain things that certain times and and and guest schedules and things and he’s using all that to this day, i’ve seen your many your files full of them? Absolutely dunaj job i do you and that wasn’t just a few years ago. That was actually your six years ago. Like almost to the day it was it was a was a very auspicious july day in two thousand ten, and we gotta ruth, chris steakhouse or some somewhere like that. I think it went great. Papaya, gray’s, papaya. We get a cheap, hot dog. No, it was in north korea was in care o in cary, north carolina. We did. We did to organize things that’s right? Would you, uh, why don’t you and scot chat a little bit? Because i got to get our periscope feed started. Dahna you know what? You know each other? He’s got a new album and she’s got a new website got talking about you have a new album tell us a little bit about your new new album. Sure, it’s called traveling companion on dh it’s going to be widely available next month. I’m gonna be going on tour, hitting some spots in pennsylvania, being lancaster and pittsburgh and my hometown of akron, ohio. Now we’re going to a cd release show here in the city on september twenty first rockwood music hall s oh yeah, traveling companions knew record i’m very, very excited for people to hear this the first single which i think we’re going to play later, is already out. You khun get that on band camp and get down on my website on scott at scott’s buy-in music dot com and yeah, i can’t wait for people to hear the whole thing that’s wonderful. So how long did it take you to complete this? This album we started recording back and january or february on dh. The initial plan was to knock it out in about two weeks and then slowed down a little bit and so down a little more, and what we found was, you know, what this we felt really strongly about this, this collection of songs, me and and the guys i’m working with, and we just felt like it’s worth it to take our time and get this thing right, and i’m just really glad that we did it. It was the right decision. So tell us about a couple of the other songs on the album. Um, well, i could tell you in general that i think the album touches on a number of themes, including, i think, sort of moving up and moving forward, you know, it’s a lot of recollections of things that i did maybe in my first years in new york as a twenty something and growing in to a thirty something who is now married and ah, homeowner and things that feel very adult and so that’s. So that’s, i think the theme of the record, we’re going to we’re going to a quick give away oh, great, you got the periscope feed going? So if you have the periscope app, check me out to follow me at tony martignetti and you can join us on periscope and i guess, well, i’m talking, maybe i should turn. It around there we go. Cool. Okay. And we’re going to go. We got to give away. This is for is going out to katie benson she’s at katie be underscore nc and she tweeted our three hundred show she’s a mom volunteer consultant to non-profits c f r ee fundraiser jargon jail that’s a certified fund-raising executive and she says she’s funny, we have to check that, but i have no reason to doubt her. I mean, why? Why running by lie in a twitter profile? Of course, right, claire? No, of course it doesn’t. It doesn’t happen. It doesn’t have never. Okay, but she’s she’s a listener so she’s an honest person. Katie benson, we have a bag of cura coffee coming your way. And claire, why don’t you? Don’t you actually tell us a little about cura? Well, cure coffee directly connects coffee lovers with farmers and families who harvest the finest organic coffee beans. So with every cup of cura, you join our effort to expand sustainable dental care to remote communities around the world and curious direct trade coffee company with direct impact. It’s brought directly to you, creating organic smiles beyond the cup and you can find them at cura coffee, dot com that’s, cura coffee, dot com delicious coffee and and ah, very important social mission and very important dental care to low income, really coffee farmers and their communities. It’s our two favorite things non-profits and coffee and we love cure. Thank you. Okay, we’re gonna go out for a for a, uh we got a first break. We’ve gotta take a break. And when we come back, we’ve got tons. We got cheap red wine coming up. We’ve got another song from scottie’s new album. Uh, we got all the all the regular contributors calling in. We got more giveaways, we have non-profit radio fact or fiction 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. Claire meyerhoff maybe you could hold the mic for him so that because we’re going, we’re going to do a little. We’re gonna get the full version cheap red wine. So as we figure out the studio configuration, um, yeah, exactly. Exactly. That was not cheap red wine, but that was our that was scotty with his traveling eighty eight. And maybe if you take that mic flag off, maybe it’ll work better. Um, cheap red wine just struck me as a perfect song. I just love the instrumental it’s been our theme song for probably three years now or so roughly you you hear it at the opening of every every show. We come back from commercials. Of course we close with it. And ah, scott stein is the composer and it’s all legal it’s all license and everything. This is certainly not a bootleg. Okay, scott stein, appreciate that high. Okay, you’re you’re good there. We’re going to get cool, okay? Just before we play it, tell us what’s the what’s, the story of cheap red wine, i think it’s ah, sort of. Ah, recollection of being new to new york and ah, being a musician in a neighborhood in which it was a lot of people who work in law and finance. In fact, i remember, i went to aa a dinner of some sort dinner party, and someone very new york ish came up and said, so do you work in law finance? And i said neither, and she thought, well, then, i must be a doctor, you know? And then i had to explain that i know freshly musician, doctor, doctor, lawyer or doctor. Yeah, so here i am, him shoretz places. I don’t know if we need that is unimportant. No, we’re good without okay. Ah, yeah, so that’s, what the song is about. The song goes back in number eight years, and i love this song, but, yeah, i’m so glad it has found a home here, and i appreciate you using it. All right. Here we go. Wait, you just keep on talking sooner or later, i think you’re out just what you mean. You seeking romantic advice from a bill. What i’m looking for answers up on a tv screen way can agree on nothing way, get tell our ups from my down, wait. Disappointed in each other now, timid baby ate this love with me. I found you know you used to find a charming, but i can’t figure out how and you said, you thought i was handsome, but it doesn’t matter now. So game fallen for my punch lines, as long as your time will allow, because i’ve gotta read me promises about laci bread awhile on and now. You know, some girls just living diamonds, they want type of that kind of clothing that i wear well, i’m to put over for the good stuff in your too easily distracted to care way ain’t got too many options, and so i’m going to do the best that i can wait, do you have some competition when day, when i’m a well, the your man, you know, you used to find me charming, but i can’t figure out how and he said, you thought i was handsome, but it doesn’t matter now, so get falling for my punch lines as long as your time will allow it. I gotta wrap your promises of biology bradrick red wine and wait well, baby, literally glasses take a drink better daisy of a people can kiss houses and they don’t like the things you say and i again because the heavens no i want flashing up into signs were perfect for each other’s along with nobody else it’s in my nobody’s winning way wait hyre hey, you know, you used to find me charming, but i can’t figure out how you said your father was handsome, never mind don’t matter now, so get falling from a punch on his lungs. Your time will allow. So i’ve gotta empty promises about a cheap one. Wait! Neo-sage wait. Well, i love that song. Thank you, scottie. Alright, think. Love that song. I love that song. All right, we’re gonna turn in. Thank you. Thank you. And we got more from scott coming up. He’s going to play something from his new album, traveling companions shortly is gonna play out in the second half. And while well, scott and ah, and claire share mikes on dh get themselves together than there’s, not there’s. No. You know, it’s totally transparent. Here we exercise. What? All our guests a total transparency. Nothing happening behind the scenes that you’re not aware of, um, because in a moment, claire and i are going to play little non-profit radio fact or fiction. Wait, marie on the line. We do. We got maria simple online. Okay, i’ll tell you what, let’s, talk to maria. Simple and they will do is fact or fiction. Maria simple. How are you? I’m doing well, thanks. How about you congratulate? I’m doing great. I look, i’m congratulating myself and you were doing great. But you can’t you tell? Well, i’m delighted to be here and congratulations to everybody there. Thank you. Thank you very much. Six long years and although it seems like seems like six months, i mean, the time cruises by but maria semple, i’m just very grateful to you on our show. I don’t know how many years you’ve been on three years, right? And, uh, every month talking about prospect research, yeah, absolutely, absolutely. So i’m delighted to be here and sharing my tips when i can. Thank you, it’s. Absolute pleasure. Now i’m glad you you emerged relatively unscathed from recent little traffic accident you had you’re now listeners know you’re a boater. Listeners know that you have a sailboat you probably should have. Maybe she’d been boating when when this happened. Actually, i was on route to go to do that, but i never made it there. Ok? Oh, so was boating. Okay, well, i’m glad that it wasn’t a big deal for you and glad everything’s a okay. And i guess the waterways they’re safer than the roadways. Yes, they sure are. Well, you know, so it’s a good a good news. Bad news situation. Good news is ah, my husband and i survived. The bad news is the cars completely totalled? One of your prius is you have multiple priuses, right? I d’oh. Okay. Okay, well, you’ll get a brand new one from the insurance company. Well, yeah, we’ll see posting of that? Our work, our sticks, the sailboats and ah, we’ll be talking to you very soon because you’re on every single month. Love it, that’s. Right. Okay, well, listen, i hope you’re all having a great party there. I know you’ve got all the other regulars calling in and, uh, you know, i think it’s some point, you know, i was thinking about this as i was listening to the red wine song. Tony, it be really fun if you got all the regulars together in manhattan for a bottle of cheap red wine, i see. Ok? And i presumed that would be a non-profit radio expense. Well, that’s that’s. The whole cheap red wine piece, the cheaper. Yeah, but i gotta fly gene in from san francisco. I gotta fly. Amy. And from portland, oregon. I gotta bring claire miree often from north carolina. You from new jersey. You’re the you’re the cheap date your accuser train ride, but okay. Okay. What do you call me? The queen of no dia. Diane of dirt. Cheap and free, because he always got free and cheap resources for us. That’s, right, you are dyin okay, all right, thank you, maria. Simple, cool. I hope you all have a great party there. Thank you very much. All right, we’ll talk soon. Bye. Maria abi. Mr cem non-profit radio factor fiction. Claire crime. I hope i’m ready. And i know you feel how you feel. Okay? It’s ah. Okay. I did. Did a guest. Oh, i’m not going to play the clip because the radio, the phone has periscope on it, so i won’t be able to play our heart attack clip. We’ll have to describe it. I’ll have to describe it. Dahna did. Did a guest almost have a heart attack on non-profit radio? I think it kind of gave away the answer right there. We’ll just sort of it. I guess it probably didn’t happen. Yeah, it was dennis miller on dh. Hey, was he was, you know, there’s miller? Oh, the comedian? No, not the committee. This one is he’s. A little it’s a little bigger than the dennis miller that most people know and he ran from i think you ran from the subway. He had a heart attack? No, he almost he came close. He was breathing. He was breathing very hard. He was huffing and puffing. Onda had a clip for you know, but i didn’t realize require any any assistance? No, no, no, it is there an i e d here in the studio. Sam, there was not a good thing. We didn’t need the no, he was fine. And he persevered and was out for the hour. It was cool. That’s. Good. So he was. He was he was a okay, um, let’s. See, um, did i interview a cab driver ever? Um, i think that’s fiction dahna it’s actually it’s close enough to be a fact. I’m sorry i came close. I interviewed that was, uh that was derek feldman, and he was in a cab at the lincoln tunnel when we started, which is not very close to here. That was a good ten twelve minute cab ride before he actually made it to the studio. That’s pretty far on. Guy tried to get him. I tried to get the cabby on the air, but he doesn’t have a sack guard, so he wasn’t allowed to do it right. He doesn’t sets a requirement here. No, it’s, because what? I understand, you’re all upset cards. This is i actually did this bonified you do? Your tough man after saying radio what’s your radio background, you been on washington? I worked. I worked for an abc radio cluster in d c doing doing news and traffic hour for exams, satellite radio at the very beginning days of satellite radios, they’re in the launch of the x m except, um, satellite room in d c in two thousand one. We launched on september tenth, two thousand and one. Okay, so the next day was september eleven, two thousand one. We weren’t prepared for that, and we’re also i worked. I worked. I worked for cnn. I worked for the d c bureau of cnn, a za news writer and sometime reporter at worked for beauty. Oh, petey! Oh, petey! On the station in d c i was news reporter and sports anchor there on the weekends. Your weather girl. I’ve never been a weather you want, whether okay, sports argast i’ve read plenty of weather because when you do news like for an fm station in the morning, you do like a little bit of sports. A little bit of weather. I was like doing the weather. Three t o p it’s still going strong to your council being up here, it’s like two big deal is awesome. Yeah, great station, cool. I learned to it all the time. All right, let’s, try one more fact or fiction. Yes, one more. Um, has seth godin been on this show? I’m going to say that that’s a fact, that is a fact. Did i interview seth goat subpart a. Did i interview seth gordon? I don’t know, maybe did to tap dance, or or you interviewed him. I think you interviewed him. I didn’t do that interview. Seth gordon was on the show. In fact, it was our very first next-gen charity conference and was our very first remote first time we took non-profit radio remote, right? And seth cohen was one of the speakers, and it was here in the city, and i ran to an atm. I don’t member. Why? But i remember i went to an atm to get money. Yeah, why? I needed money. Why do i need money for the route as paying guests? Latto buy-in might i have a paper trail for my sag card? I guess. And when i left, seth gordon was available, so somebody else stepped in. That was our very first social media manager. Was regina walt? I know. I know. Regina, you know, regina, remember regina? And she was she was doing the room. She was in new york at the time, national in san francisco. But she jumped in and did that interview. So seth was on the show, but i didn’t interview. You’ve done quite a few remote ce. We were together one time in san antonio at the national plan getting conference. We did that’s, right? I forgot. We did that together. That’s, right? San antonio. I’m talking to them about being at the next one. You know, alice yes, in dallas now called and pcc, isn’t it? National? No. Nc p p national conference for philanthropic planning. And now they call it now. And speaking of which, i wantto let the listeners know that if you’re in fort worth, texas, i am going to be speaking in fort worth, texas, on september twentieth to the lone star chow chapter of the ppp. They’re bringing me down there to talk about legacy storytelling. So i’ll be in texas in september. The lone star chapter, the lone star chapter. Sounds like worth and west. Okay, it sounds like three people are going to show up. No lone star chapter because texas is a huge state. You know, i have heard rumors to that effect. Yes. It’s enough. You know, texas is the number two populated state after california. Really bigger than new york. I know. On people in new york, uncommonly known scottie give us fact that’s a fact that’s that is, uh, that is fact. Yes. Texas is the second most populated state after after california. Really? Yeah. Very interesting. All right, nasco you’re from midwest, you’re from ohio. I am akron, ohio. Indeed. Ok. You’re following the convention at all. That was in cleveland. Yeah, it’s an extent, you know, little. Okay, it’s kind of not necessary on doesn’t really matter what side of the island you’re on. You wanted to see that the city of cleveland and the region come across well and i think they did. I think they did in this job. It was obviously it’s it’s always a challenge. And i think that they were think they were up to it. Ok? The fact they had a little championship parade a couple of weeks earlier. Sort of help them prepare so that’s right? See, i’m not i’m still celebrating. You are cavaliers nb a championship n ba that’s basketball that’s baseball that’s baseball, basketball basketball’s basketball. Okay n ba that’s not basketball associate baseball season what’s the national baseball association that’s and there’ll be a major league baseball and then there’s the national league in the mlb for major league baseball. Okay, i’m not a big sports story, ok, nfl, you know that is the nfl i’m gonna put you in charge in jail for assault folly in the nhl. What’s the nhl hucksters. No, okay, i’m putting you in jargon, jail for both. For nhl, nfl, they grew up in new york, unknown terms to me, you so sports plain country, xero i’m not even gonna that’s, ok, thank you. I’ve heard of the met because my dad, we grew up in the met, so i know i know that they cause i’m nets, they definitely do field goals. They’re very good field goal. They were very good. Ditigal now they have a good free throw percentage. Sametz sametz cool. Sorry, kar exist. We should take a break and what we got coming up, we’ll wrap the break will do a giveaway. We got another giveaway coming up and ah, jean takagi is going to be on the line very soon. We got more music. We got more non-profit fact or fiction. Stay with us. Oh, okay. Sam says that we shouldn’t take a break right now. Okay, that we should do something different. All right, so in that case, we got ill. D’oh. Oh, i know what i’ll do. Okay? We should we should say that we’re grateful to the sponsors and yeah, that’s. Right. Take a minute of your, uh, carol marrow. If you’d be into this pursuing pursuing to the sponsor now they do. If fund-raising software right for non-profits like, you know, they help you stay time against goal for fund-raising managed tasks like when’s. My next phone call to this group of donors. What’s. Um, next milestone i gotta make for being on task and on goal. That’s, the plan giving agency. I mean, you do marketing communication. We do marketing communication, so we would. When i lived with a client, i would i would rely on them. And i would say, what sort of software do you have? And they might say, you know, if i’m lucky, they’ll say they have pursuing for something well, let’s look at some of the information in there and try to, you know, target some specific donors or, you know, there’s all kinds of good information that’s in there, if you know how to use it, and i think that’s important is that for company, you know, for pursuing, i’m sure they offer great customer support and trainings and things like that so you could make the most of the software that’s really, exactly in the most it’s dule, you gotta have the data, and you gotta have the marketing communications to tell those stories, right? That aaron, the data. Okay, you have to have good data in a good way to organize it, and with pursuant that that’s what they could do and, you know, get the most out your pursuit software. Don’t just learn like, the first two things like, you know, learn it all. Yeah. And there are pursuing dot com and, uh, tell you what uh little differently when i told alex career but we’re gonna bring alex career on he’s on the line because our our new this is another cool already. I divulged it earlier, but another cool announcement that we have and there’s another one coming up later too, involves california that’s all like that’s. All i am permitted to say at this time about that cool announcement, but this school announcement is that we be spelling is a brand new sponsor of non-profit radio. We’ll be spelling and alex greer, ceo is on the line. Alex welcome. Thank you, tony. How you doing? We’re doing great. Welcome. Thank you for being a sponsor. Thank you for having me on. Congratulations on the three hundred show, it’s. Very tough. Cool. Now we we’d be. We’d be spelling these air. Not your grandmother’s spelling bees, right? They’re not your grandmother’s spelling bees. They’re not your elementary school spelling bees. We had no idea two a kind of nostalgia that we all have of spelling bees. But combine it with some stuff that we love to do when we go out in new york city. Like like music like comedy, music, dance, write music, dance around, meet up with some new friends. Have a couple of drinks and play a really silly game, okay? And we make money for charities at the same time. We sure did. Right? We have. Ah, great. Yeah, we have a great fund-raising platform. The idea here was to create a ticket price that young people could afford so that they could come and join these events. It’s not a five hundred dollars gala it’s usually a twenty five dollars ticket to come in, but then we turned all the spellers into peer-to-peer fundraisers. So essentially, if you were running a marathon or five pay for charity, these people will participate in this killing me, okay? They’ll reach out to their network and say, hey, and you and get up on stage and might embarrass myself, but i’m doing provoc oppcoll right. And so this makes perfect sense for the small and midsize non-profits that are non-profit radio listeners? Absolutely. Yeah, we’ve had a lot of success with a mid sized non-profits engaging younger people and really activating their crew to come out, learn about the non-profit and have a great time while they’re doing it cool. Well, alex, i want to thank you very much for for being a sponsor of non-profit radio. Thank you. That’s. Really cool that that’s my pleasure and got loved the music. We should connect. It will get you that be fantastic. You’re both in brooklyn. Oh, scotty’s soon moving to brooklyn. Yes, and alex is in brooklyn now. Oh, cool. All right, well, then we’ll have tio have to connect that be great. Absolutely. Okay, he’s going to the next musician on cool on one of the wee bey spelling bee. Sounds good. Alright, alex. Alex men. Thank you very much for being a sponsor. Absolutely. Thanks for having me. And congratulations to get cool. Pleasure. Pleasure. All right, take it. Ah, let’s. Do tony’s take two when i just want to say gratitude and thanks to all the people who have made this show possible, you hear me recite them at the end of every show, including claire meyerhoff and scott stein. Get credit every show. But then there’s so well and soon chavez, she gets credit every show to she’s doing the live tweeting right now. Are we watching the hashtag non-profit radio? Sam, we are not okay. We’re watching the phone panel that’s important too? Just in. Case anybody live tweets besides susan she’s out there tweeting this show and but then there’s, you know, there’s, the behind the scenes guy mark silverman on, of course. There’s family what’s it. The board he’s credited every show. I’m staring at him at him and taking him for granted every single week. I’m doing it right this second. But he’s the one producing he’s, the one managing the live stream that’s. Why he’s managing the stream and a right to ask him to watch the sea. You telling me who’s listening live so i could do live listener love plus he’s watching the hash tag plus he’s watching the conference line pushes, watching the board pushes. Got to keyboards in front of him. The man is uncredited. We gotta turn this thing around. Where is this? Uh, here, sam. Here, sam. Dreadfully uncredited. There he is on periscope. All right. Very odd. Looking to see. I’m not blind to keyboards. Looking at multiple. Should have multiple screens. But there’s a screen is the man’s inundated with technology. It’s it’s. Amazing. He keeps this thing together. Scot’s done. Okay. This clip there, huh? Cool durney. Uh, let’s. Keep it on. There, meyerhoff, while i’m talking, is that bad things gets a mistake is a mistake. No. Okay, so all the people who have made six, three hundred shows possible six years, three hundred shows. It’s amazing. I am so grateful to this magnificent team. And of course, the team includes our three contributors who are calling in maria and gene and amy, you know, they just they take time to prepare this show mean, every month they come up with a topic, they come up with conversation around the topic, and they take the time to think about these things, and then they take the time to call it. I mean, you know, gene and, uh, amy on the west coast, i declare i mean, they’re doing us a ten. Thirty ten o’clock in the morning, ten. Thirty in the morning. That’s early. Well, for california. Yeah. I mean, you know, those people, i mean, they’re starting the day like noon, but these but these two are not they’re they’re more ambitious than your average california person. That’s bad, right? That’s bad for everybody, for i was born in california. Are you? Are you from california? Was born there you’re born he was more than a little teeny tiny town called coal inga. They had a big earthquake there in nineteen eighty three. Is that their claim? Tio? Okay, wasn’t that the celebrated jumping frog that’s, calaveras celebrated jumping frog of calaveras county or something? Isn’t it cooling? Is is known as the home of harris ranch, which is a horse breeder, and they had a horse a couple of years ago that that one like the two big races but didn’t want the third one. I can’t enter the name of it. No, i’m sorry, it was a great story, okay, so you don’t know much more about sports going to do well and i don’t know that much about horse racing. Well, let’s, me neither feel any better, but i don’t know about baseball, so great gratitude, gratitude going out to those three contributors who have been with us for a long time. Maria is like three years, amy, since the hundredth show, which would be four years, fifty shows a year, two hundred shows, five, fifty, two hundred for four years. And jean takagi even longer than that. It’s amazing! So that’s tony’s take two lots of gratitude going out? Okay, let’s do a giveaway we give away, we got some to give away this one’s going tio dan kimble dan is a product specialist, and apple owes software longtime non-profit fundraiser, he says with a passion for people, music, food and a few other things and probably the real interesting stuff is probably a few other things that he doesn’t, including his twitter profile he’s at fugitive d m k although it doesn’t spell fugitive the right way, i hope he knows that, but he tweeted our three hundred show and that’s what it took to win a prize we’ve got to give away for your dan it’s a subscription to the non-profit times. Claire the non-profit times the leading business publication for non-profit management than non-profit times dot com that’s non-profit times dot com that is non-profit times beautiful. What a pro! Thank you. You do have a sag card? I can tell nastad card, scott. No, i do not. But i’m a musician some part of local later to here in the city. Look latto to any man. He’s bona fide. I’m the only one who’s not. I don’t have any have no credentials. All right, jean chicago. Lots of credentials i’ve could have, but nothing like you’re an attorney and that’s. The first one you think of, i’m embarrassed. That’s the first one. That’s important podcaster. You’re a podcaster. Thank you. You’re a certified podcaster. C p c let’s, bring in jane takagi he’s on the line. Gene, welcome to the party. Congratulate durney amazing three hundred shows. Thank you very much. Thank you, jean how’s. Everything. Where you doing in san francisco today? What’s going on there? Well, it’s, a little early, as you mentioned, have, uh, just getting a bit of work done. But it’s, a beautiful day out here, as we often happen in california and san francisco specifically, you have beautiful weather there, right? Well, particularly in july, july? Not june. Sometimes a little gloomy, but right, junior, get that junior. Yes. Do you know where do you know the little town that claire miree office from in california what’s kayman coalinga. Do you know that when you absolutely drive by all the time as i drive down i five tillis, ingeles it’s, halfway between l a and san francisco. Pretty much, right? Yeah, exactly where we make a little stop to get gas and grab, drink, exactly, or you could go to the harris ranch. They have great food at the restaurant of paris ranch. There you go, jean. If you need a lunch, stop instead of just gas and bathroom break, stop it! You know that stuff? I think there’s, a it’s, like a bob’s, big boy or something, is right there. I’ve driven up and down there. Is there a big boy there? Gene, can you verify that? Recall their way? You lots of big boys. But that ok, well used to see lots of big arjun. I want to go there, let’s. See what else we got. Oh, so oh, well, just the fact that you got a restaurant recommendation. So if you need lunch what’s in paris, the harris harris ran her cerini is this huge ranch, but they have a restaurant on site with, you know, great burgers, because the meat comes from the cows that you smell when you’re driving along. I five. There you go. Okay, so i get the before and after. Okay. All right, all right. You are truly a vegetarian. Jean takagi. Uh, are your vegetarian gene? No, i’m not. I don’t admire those who are ok. Waiter it’s a big world out of love for everyone. The vegetarian, vegan, macro, macro, ovo lacto, whatever you might be, your inclusive were inclusive. You included? You included? Because we’re inclusive. Non-profit radio. Um so, jean, you’ve been with non-profit radio for a long, long time. I think it’s i think it’s it may be even more, like more more than five and a half years. You were on very early in the show. My first show was august twenty seventh, two thousand ten august. I see you did the research. You’re better than you better than the host that’s. Why that’s why? I’m not bona fide august twenty seventh, two thousand ten well, we only started the thing in july two thousand ten. Oh, so you were definitely your your hands almost the whole six years. Yeah. It’s. Pretty amazing. And i take way. We have a way. Had drinks, actually at a restaurant here in san francisco that is unfortunately closed down. Since then, i take the only to the best places, right? Yeah. That was back when emily chan was was with us. Yeah, absolutely. So we had the drinks. Do we have the drinks? And then you were on the show or we we did the show and then two drinks, remember? You know, i can’t remember the order, but it was it was very close to around the same time. Okay, so, so call it six years. Jean. You’ve been on the show the whole six years for pete’s sake. I guess so, and very honored to be part of the show. Wow, cool, all right, well, i want to thank you very much for doing that gene. Year after year after year, so many shows together, jin takagi hey edits the very popular, exceedingly popular non-profit law blawg dot com, and his firm is neo, the non-profit and exempt organizations law group in san francisco, um, and on twitter he’s at g tak e t a what a gentleman and what a smart guy. Oh, but we can’t sign him off. You got the award to talk about jean. We gotta spend minutes on this. All right, again, either fact or fiction. Non-profit radio was instrumental in your winning a major award. Jean takagi. Yeah, i’m a little shy to talk about it, but yeah, it was really very, very helpful in and on the first line of my bio. I’ve noted out that that i’m a regular contributor to tony martignetti non-profit radio and that the american bar association’s non-profit organizations committee was kind enough to honor me with their lawyer of the year awards. Thanks. Thanks. It’s also about tony and i very much appreciate being part of this show and absolutely help you get that recognition. Now, gene, i know how modest you are. It’s coming out right now. The full title of the award from the american bar association is two thousand sixteen outstanding non-profit lawyer that’s the award that gene takagi one it’s remarkable, so well deserved. So overdue. I mean, you should have been the twenty fourteen and twenty fifteen too. But they finally they fixed it. Twenty sixteen and i was very proud that non-profit medio was a part of your bio on that in that testimonial for the award. So, jean, you’re modest and i admire that. But i’m shouting you out as the american bar association. Twenty sixteen outstanding non-profit lawyer. Well, that’s. Awesome that is awesome, absolutely. Gene, your gentlemen, thank you so much for being a part of non-profit radio. Congrats many, many more so absolutely, and you’ll be a part of a lot of them. Thank you, jean. Thanks, jane, okay, was i mean, we get a little break, we’ve got to go toe, you gotta go to break, is that right? Okay, sam, labbate says, break time. We’ll be back in, uh, moments, mere moments, and we got any sample ward still calling in. We’ve got more fact or fiction. We got scott stein’s gonna play a song from his newest album, stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked. And naomi levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. Lively conversation. Top trans sounded life that’s, tony martignetti non-profit radio. And i am his niece, carmela. And i am his nephew, gino. Welcome back to big non-profit ideas for the other ninety five percent. As you can tell, we got we got skynet is traveling eighty eight. We got scott at his traveling eighty eight is called it’s time. I responded many names. Okay, um, the album, the new album, is traveling companion. What were you gonna play? I’m gonna play the first single it’s called wild abandon, and it just released it last week. It’s available on bandcamp and via my websites, got stein music dot com, and the record will be out in the coming weeks, and as i’m starting to hit the road and do some, do some tour dates in support of the album. So cool. All right, here is scott stein, wild abandon off his new album, traveling companion. I’m going against the traffic, if not exactly against the grain speeding past jamaica on the first outgoing tree. It ain’t the prettiest of day. Ah, but it’ll have to do. To make in naz living, god be in honest man. I read that in a book somewhere is all i understand. No, i’m headed somewhere. I don’t know where to wait, but wherever i’m going, i’m going with you. I live my life. Just win for someone who threw me out in deep shit, mate from a stupor arouses wig made from my sleeping to teach me how to love, because i didn’t have. Hit me like a rocket then, and never side coming. You nearly knocked me over, but his payment run. It doesn’t matter what direction. But just as long as north is true way, wherever i’m going, i’m going with you. Yeah, wherever i’m going, i’m going with you. We’ve got tio love with wild abandon and louder, abandoned, my dear. You’ve got to learn to love with wild abandon, wilder abandoned, my dear, i’m good love you, wild men and wild bend, my dear, i’m done. You know what? Out of band wild abandon, my dear. I’m going against the traffic of not exactly against the green speeding past to make it line and down, darling, i can’t wait. Till’s wagon days through there has never been more certain, darling. Because i made up my mind. I’m going to make that safe, uncertain path going. But my heart walk line. So baby let’s get lost together. Stumble down the avenue. Because wherever going going with yeah, wherever i’m going, i’m going with you. Wait! Thanks. Scott stein. Scott stein. Music dot com the new album is i do. Two new album is traveling companion. That was wild. Abandon you’re gonna find him. It’s scott stein, music dot com you’re gonna find him in pittsburgh coming up. You’re gonna find him in lancaster pen pencil. Vania we’re gonna find him in akron. His hometown has got dates in all these towns coming up and there’s a lot more at scott stein. Music dot com, right? Yes, sir. Thank you. And again. Congratulations on three hundred. And thanks for having me. Absolutely. It’s a pleasure. I want to hear for three. Fifty. I’ll start. I’ll start counting. I’ll give you the date so you don’t look yourself. You okay? Cool. I’m glad you’re with us. And you with us for the rest of show. Write your exam. We got there. We got ten minutes left on my god. Okay. So while while scott and claire switch mike’s again, i’ll turn the periscope around me and i’m going to live listener love you gotta have the live listen love it’s always got to go out now live listeners know this i make a big, big to do out of you gotta have the live listening, but why is it because i’m grateful? I’m just showing men, i’m just showing gratitude that we’ve got live listeners and i don’t care when it’s only three or when it’s thirty three or fifty i i know the three people are out there and i love it it’s a rush knowing people are listening live yeah, the vast, vast majority that over ten thousand listen, the podcast but the live listeners knowing you are with me gives me juice. I’m telling you it gives me energy every single show. So we got a live listener love going to new york, new york, charlotte, north carolina and swan’s borrow north carolina, mount vernon, new york a couple of new yorkers checking in thomasville, north carolina, multiple north carolina school treat dale, oregon i know it’s oregon, not oregon, because amy sample warden trained me months ago years ago that there’s no e at the end of oregon treyz dale, oregon, um, alexandria virginia’s on live listening love going alexandria st louis, missouri matt laurel, new jersey live listener love to each of you now, of course we’ve got to go abroad lots. Of countries always checking in south korea. So so loyal, always, always somebody from south korea. So for south korea live listen, love i send comes our ham nida japan! I don’t know where in japan were a little tax today, so we don’t know cities but we got japan in the house konnichi wa also argentina, hungary, china’s with us china also always checking in so loyal in china, ni hao and australia is with us live listen love to australia that’s the live love has got to go out we got to the podcast pleasantries because you know, if the live listen love goes out right comes after that podcast pleasantries, bestie over ten thousand claire over ten thousand people listen to show on itunes and stitcher those were the vastness of the vast majority, the the itunes stitcher platforms, but over ten thousand people on the podcast i mean, this technology is wonderful and the different shows on talking alternative radio it’s, like anybody, can have their own show and everybody can be their own media mogul. You don’t have to rely on traditional communications and traditional media to get your to get your message out, you’re absolutely right. But you know what? We have traditional on non-profit radio because we have affiliate stations throughout the country. I am and fm stations throughout the country listening stations. Do we have dozens? I don’t remember how many really doesn’t. Yeah. So from oh, in fact, scotty is doing lancaster, pennsylvania. We have a station in lanchester. Yeah, we’re talking about that stopped when we’re on the way out. W l r i will shout them out specifically in lancaster, pennsylvania. Mary-jo yeah, we’ll see you guys this saturday. Okay? Out and will a straight hans her house is probably playing so outstanding. Okay, but the am and fm listeners. So we got we got the traditional media. We got the new media, the podcast, but but going out to the affiliate listeners, of course. That’s affiliate affections. It’s not podcast pleasantries. We’re live. Listen, elearning that’s affiliate affections for the affiliate listeners. Okay, just so we know fillied affections to all our lives to are all our affiliate listeners. Okay, um, let’s, bring in the sample. Warden, we gotta bring around she’s on amy sample ward. How you doing? I’m doing well. How are you? Happy number three. Hundred. Thank you very much. You’ve been with me since number one hundred. I know that was my first show. And you have another very auspicious occasion. You’re on maternity leave right now. Well, concrete’s am. And today is my son’s. Three months treyz orange orange way today. Have you, it’s? Not a year. Three months and three hundred, sold was three months old and we’re doing the three hundred show. This is very auspicious, three’s. Lots of trees. So open. Nobody in the audience has triskaidekaphobia because that’s fear of the number three. I hope that i hope nobody has that. Now you have tricked triskaidekaphobia. No, you don’t. Okay. Congratulations, orin. Happy birthday, he’s. Currently way. Okay, okay. We just have a minute or so. Amy sample word. But i wanted to have you on to thank you for all your work with this show. It’s. Amazing. Oh, my gosh. It’s. My pleasure. I was just thinking this morning about this being the three hundred show. I heard you do the math earlier. So fifty show of the year. So four years and how how much has happened in all of that time in the sector and the kinds of conversations that we’ve had in the different topics that you covered, like four years is a long time in a non profit world. Thank you. And i’m glad you’ve been with me for that long. And and the show’s been around for six. So imagine that so. Well, like a dinosaur non-profit radios. A dinosaur? No, we’re not done, sir. All right. We have to go in, but i want to thank you very much for being a part of the show. Really? Sincerely. And for calling in on maternity leave time and orin happy third, third month. Thank you so much. We love you. We love you. We love you. Thank you. Thank you. All right, we got one minute left. Claire meyerhoff has a bunch of let’s. Let’s. Do a little more factor fiction before we before we wrap. What do you got? Well, i’ve got a quiz for you. It’s a it’s. A new york quiz that comes by way of my friend amy wolf at the new york community trust. We’ve got a couple of questions for you, let’s. See what you know. How many public charities call new york city. Home includes hospitals. And churches is a ten thousand. Or is it twenty thousand or thirty thousand? Hyre i thought i was like fifty thousand. So i’m going to say thirty thousand thirty, one thousand one hundred and fifty, to get some music for that, i said thirty. Yeah. Thank you. I’m getting screwed by. I’m getting screwed by scott stein. I’m not getting my music, all right? What else we got? Okay. What is the largest nonprofit organization in the state of new york? Is it in you? New york university? The metropolitan museum of art or columbia university, new york university, columbia. Fourteen billion billion. Thatis oh, and assets o if you had said in assets i would’ve known i thought you meant number of students. So here’s, the last. The last question. New york employees. The state of new york employs the most number of people in non-profits in the nation is at one million. One point, one million or one point two five, nine. One point two five. One point two. Five million workers are paid more than fifty seven billion dollars in wage is. Thank you very much. Thank you. You did really well, okay, i did. I got two out of three, but i get you cheated me on the way. You asked that’s what i got wrong. Thank you, amy wolf. Okay, we gotta wrap this up, so we turned off the periscope to me, and i have to say thank you very much to cure a coffee. We love your coffee, our price sponsor and the non-profit times also. Thank you so much. Thank you, scott stein. Thank you. Being with its course. Thank you. Clear. Markoff. Thank you. Thank you for co hosting. Love us love being here. I love the show. We also got to thank everybody who called in. You know, those listeners, those those contributors, you know who they are. Maria, gene and amy. If you missed any part of today’s show, how could you miss it? It’s the three hundredth finding on tony martignetti dot com. Responsive by pursuant to full service fund-raising data driven, technology enabled pursuing dot com, and by we be spelling supercool spelling bee fundraisers. We’ll be spelling dot com. Our creative producers plan meyerhoff. Sam liebowitz is the line producer shows social media is by susan chavez susan chavez dot com on our music is by scott stein you with me next week for non-profit radio big non-profit ideas for the other ninety five percent. Go out and be great. Xero what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe. Add an email address card. It was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts tony, too. Not to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.
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Kevin Martone, Debra Askanase & Rene Swink: Training Choices
Our panel from the 2016 Nonprofit Technology Conference reveals best practices for training: goals; who participates; successful formats; and working within culture. They also have suggestions for technology and leave you with resources. They are Kevin Martone, from the Harold Grinspoon Foundation; Debra Askanase, Community Organizer 2.0; and Rene Swink with Exceptional Children’s Assistance Center (ECAC).
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How did 2nd quarter fundraising go and what’s changed in the full year forecast since January? Atlas of Giving has the data and CEO Rob Mitchell shares all. Rob is with me after each quarter for analysis.
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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host oh, i’m glad you’re with me. I’d come down with a case of bourelly aosis if you infected me with the notion that you missed today’s show training choices, our panel from the twenty sixteen non-profit technology conference reveals best practices for training goals who participates, successful formats and working within organization culture. They also have suggestions for technology and leave you with three sources. They are kevin martin from the harold grinspoon foundation. Deborah askanase, community organizer two point oh and renee swink with exceptional children’s assistance center and two q sixteen fund-raising results. How did second quarter fund-raising go and what’s changed in the full year forecast since january? Atlas of giving has the data and ceo rob mitchell shares at all. Rob is with me at the end of each quarter for analysis. I’m tony steak too three hundredth show next week, we’re sponsored by pursuing full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com here is the panel, kevin martone, deborah askanase and renee swink from ntcdinosaur lier. This year welcome to tony martignetti non-profit radio coverage of sixteen ntc non-profit technology conference this is also part of ntc conversations. We’re in san jose, california, at the convention center. My guests are kevin martone, deborah askanase and renee swink. We will meet them very shortly. Right now i have tio take a moment to acknowledge and recognize the swag item for this interview which is from charity dynamics. You have a combination is very well done. Combination sunscreen and lip balm. So you either apply it with this roller on your lips or you take this off and it’s ah it’s a sunscreen applicator that’s a combined and then if those to fail you then cherry dynamics has alot in travel size it’s, hard to get i have never seen alot in travel size so i’m taking this one home with me and this joins our our our swag pile for the day oh, that’s! What? That is it’s. Impressive phone. All right. Okay. Let’s, meet let’s. Meet the panel here. Kevin martone is kevin is the technology program manager for a harold grinspoon foundation. Seated in the middle is debra askanase she’s founder and digital engagement strategist. At community organizer two point oh, and renee swink is technical assistance coordinator at kevin deborah rene. Welcome, thank you, thank you, thank you, non-profit radio pleasure. All right, your session topic was the future of capacity building is collaborative, learning communities, collaborative and cohorts. Okay, so we’re ah, we’re applying. Our learning models are learning model our best process to these different structures, these distant, collaborative structures that right. Okay, i agree with that way. Well, my thanks to rene for explain that to me before that. Before that, like, i turned down because i was a little trouble with the description, but i got it. So why don’t we talk first about what a successful training process is? And then we’ll talk about the different. Form of formats that we can fit into. So makes sense. All right. Makes pretty professional trainers. Is that right? Are you asleep? Part of our in-kind department. Full time job. Okay, your bona fide hyre. Okay. Well, let’s, start with deborah askanase because i’ve known you the longest. Thanks. So what do you think the essential elements are of training? And how do you how do you do it? Best at community organizer two point zero. So there’s a couple of elements that are really important to think about the first thing when you’re designing a training is thinking about the goals. You always start with the goals. What is it that is going to increase capacity and help people to get there to increase their capacity? Because that’s, the whole point of training, and renee khun speak very eloquently about that pay goals goal. Then you think about who needs to be at the table so many times training so designed in the right people aren’t at the table and it’s really important based on your goals. What? What segment of your audience should be there? What segment of your participants does management need to be at the table. Do board members need to be at the table? It’s not a the third thing that you want to think about our learning elements. So how do people learn? And what elements do you want to bring into that so that they can best? What do that mean? Learning elements? Little jargon. E? You know, he’s, john, you know i have jargon. I want them ahead of time. I said, yeah, he’s real big on joining. Well, yeah. You warn you warn them and you’re the one who’s in it. Okay, you know what? The learning elements? What does that mean? So that’s thinking about? Well, when you take any kind of training or you goto workshop procession, you leave and you think, oh, i really learned because these pieces were part of it. So it’s often it’s, participatory, it’s, collaborative there’s, some sort of exercise where you integrated in there’s pierre, learning that takes place and there’s actually a few. If you take our slides, which are in the collaborative notes, you’ll see we kind of list out you could choose what we’re gonna work best for your session that will meet your goals. And then finally, after you thinking aboutthe learning elements then you think about okay who’s, the student and who’s the teacher here. Is it something where it’s going to be best done by pierre learning where there’s no official trainer, facilitator. But we all learn from each other’s expertise or there’s somebody who facilitates with some co learning from the students? This is the format now we’re talking about right? So you think about who’s the student who’s the teacher, a piece of it, and then finally think about and this is really important, something we came to when we were designing this the cultural elements so many times we designed trainings and we don’t think about what’s the culture of the organization, who it’s being the training is being created for and what’s the culture of the people who are attending the training, and all of us have stories about what happens when you don’t understand the culture or how you bring the culture in that’s so important and we actually have culture cards will come will come to those i i’m happy to pass it on the other side. Okay, now. So we just have about twenty five point six minutes together. So and you had at ninety minutes and plus, on top of all the top of the model, uh, we have to talk about our different formats. Communities, collaborative sze and cohorts, right? Of course. I appreciate that because i like a liberation jargon jail. Uh, i send live listener love on every show i do podcast pleasantries for our podcast ten thousand podcast listeners i do affiliate affections for the am and fm stations that are part of the show. I’ve told you. Take to sew a pattern kevin’s going to kill me if i don’t mention there’s also technical stuff to think about like how did you use technology to do the training? Alright way. But that’s like last let’s say we could get teo let’s. Let’s take on each of these elements. But we have to do it a little quicker than you did it in the ninety minute session. All right, so you deferred to rene for goals. So, rene, what about think about goals in training? Well, yeah. I mean, you always want to think about what is it? What is it you want to accomplish? But you also need to look at where our people are with their present levels, what is it? They don’t know? Because if you go in thinking, oh, i think everybody needs to learn this, and if you’re not really aware of what’s going on in your audience, they may go way already know that so we just wasted your time. So really looking at that what you’re running and we really want to increase people’s knowledge, their skills and ultimately they go out and end up doing it, and so they become active learners and active doers. So how do we be good at assessing with the goals ought to be so we’re not we’re not over the heads of the audience, nor are we telling them things that they’ve already learned they already know well, you know, when ideally it’s great. If you are able teo non-profit radio, we deal with the rto so we’ll deal with the ideal and unlimited budgets, right? Exactly. So really it’s great is if you khun survey people ahead of time, do a needs assessment. Really? Hopefully you have a relationship with your audience and you can do that. But even when all of that happens a lot of times, you just have to be really flexible and be able to pivot and kind of go and asking those questions, okay, who’s in the room, and if you have surprised people, you can go oops, we’re going to adjust, we pivoted during ourselves, way did. Okay, okay, 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. Duitz who should be in it? Let’s get kevin in the conversation? Sure, who should be participating in this training so so never hinted at it, but there’s, i guess i should say it differently. I’m sorry i’m making it sound like it’s, same for everything. How do you determine who should participate in the training that you are planning, right? And there’s often two parts there’s the people who are actually you’re learning like we’re going to be it you around or whatever the training is, we’re going to be throughout and then never hinted at the the executives, the people decision makers at whatever organization that people are from making sure they have buy-in so, for example, i run this year round communications training and it’s for young communications staff to help them with their overall communication skills around planning i’m that kind of thing, but at the first session that we do, we require that their executive director or a decision maker at that organization come with them so that they can work together to come up with their overall goals, that communication goals at the organization, their overall goals so that it drives what the student is. Doing the entire year and we feel it’s important because if they’re not willing to come to that first session and be part of that it’s it’s not likely that they’re going to buy into change that happens through the course, okay? And can we talk a little more generally about how to determine who should be a participant? Well, i mean, in the training that i’ve run, it’s it’s usually relatives usually clear from the golden goals. So for us, for that communications training it’s to help each of these organizations have better communicate outreach to their stakeholders, and so we’re pinpointing the communications person director, right? Right, exactly. Okay. All right. So it should be apparent from the goals with goals should drive who belongs? Yeah, yeah, yeah. Okay. All right, deborah arms. We’re back to you for learning elements. All right? Well, you really only you pretty much have been described with the learning elements are going to me. It’s and i was a non professional trainer, so i’m the neal fight. I’m the non bona fide on the those on the path, but i’m not on the panel, so i’m not qualified to me. It’s just like how we’re gonna do this what’s going to be? How are we going? What’s our methodology going b but you said he’s going to be pure learning practice, role play. My voice just cracked like i’m fourteen, i’m just puberty neo-sage still awkward, but i missed that part of some well, okay, so we talked about learning elements that people learn by integrating it. And so it’s, really a question of for your training and for your audience. What ways are creative and perhaps applicability for people to really put into practice what they’re learning and and that was a collaborative learning. Okay, okay. Let’s give you another shot, then. So format. What? What? So there’s a different okay, what were we going to say about form out? How are we diving into this little deeper? And i called it format. It came after learning elements. Then you were thinking about the way we’re thinking about this here. This’s your culture card. You know we’ve got we’ve got the format cods for matter-ness wait. Let’s not be unkind. Not probably right? I’m going to remain where you gonna be? All right. One says one primary trainer. When that no. Official facilitator and one says facilitator plus koegler learning and these areas shaded in blue and here they are for our video audience. Okay, so i’ll let you speak through them. Sure. As part of the session, we handed these out and had groups practice. Know why i had to feel like i don’t know what you did a great job by awkwardness. I told you, i never really imagined i could graduate from here. You have a law degree, but i never graduated puberty. All right, um, so during the training we handed these out had people kind of we’re like, okay? And your session there’s only one primary trainer. And if if that’s the right thing to meet the goals and that’s what’s known as a traditional training right. But when we get into the jargon jail of the collaborative and the cohorts in the communities something where there’s no official trainer and people are learning from each other that’s called a learning community that sound like anarchy. It isthe i’ve actually participated in one and helped design one. And i think they’re fabulous not. And it can be as long as it if it’s not intentional it needs to be intentional goal right now. Is that really okay? All right, that’s a possibility. And then there’s elearning collaborative, which is more along the lines of what you do, kevin, and what what you do, rene as well and that’s where there’s a facilitator who sort of guides the overall vision but there’s a lot of peer learning that happens where people are working in groups of twos and skillsets that’s a skill that’s a really maybe an art, actually, to be a successful facilitator, i’ve been in some programs with mediocre facilitators and like, they don’t set the rules. Well, you know, they’re like too dictatorial about the rules. Don’t people participating with the ground rules are theyjust dictate them and it goes downhill from there? Yeah, like nobody feels by boat and they feel like dictated to choose card number one one primary trainer. Exactly what? You’re supposed to be the facilitator. Exactly. Okay, but i haven’t only been in crummy ones, but i’m thinking of becoming well. We did talk about crummy one or we started with what’s. The worst training you have ever been in. Yeah, i think it’s hard to be a good facilitator, i think it’s a lot of practice. Yeah. Is that okay? Yeah. All right. So that’s, the way we say that we covered format pretty well down with that. I think we’re all right. The cultural element you want to just going down the line. Get now that’s where the culture courts because it was fun this week. A lot of fun because actually in the training, folks were given a scenario of something. So we gave them a scenario of a training they had to develop, so they didn’t have to think about that. And then when we dealt the cards out, then that made them really start to apply what we hoped. Where the elements of a good training so the culture cards we passed out, they’re in purple for those folks that aren’t on video and see this. But basically, what if one of your training participant’s death what do you d’oh that’s oneaccord says a training personally handed that car? Yes, exactly. Managing management and staff they supervise are in the same training, management and the staff they supervisor in the same training. Yes, kevin said, but the first right? Right, you’re you’re that’s mandatory. For you, the first for the first time, a man, kevin, you get you also deal with that in a very interesting way with the where? Management’s not in the super secret group that only the trainees. Aaron. Right, that’s. True. Right, then we’ll spend the whole day together. Well, they spend that first day, but then the rest of the year oh, yeah, the participants are allowed to have a safe space where they can bring up issues that kind of thing and not have it first session has to be with management, right? And the whole rest of the year is with the right, the communications director. Right? Right. We’ll bring up a lot more a lot other different issues. If they’re they’re together the whole time, certainly very hard can’t come up. Right? Like i’m understaffed and under resourced. My ceo doesn’t hear me. You’re going to many administrative things that take me away from my communications task, right? I interviewed. Well, we had a communications panel yesterday. Yeah, like miller was great. Then there were two others also, and i got an earful about potential problems. Exact locations, directors face it could be you have spanish. And english speakers and you have the priority is to use only one language. Okay. That’s a tough one? Yes, it is. Or the culture of the organization failure is frowned upon. They don’t allow innovation. Well, they don’t encourage and the innovation and risk exactly was frowned upon, right? And then if then you no staffer required well, that really to attend the court set staff says staff are required. Brandraise yeah, and mix of skills and levels and experience. So all of these things, these culture cards really can cause a really can either be amazing and opportunities for growth and collaboration. Or they can be cluster. You know what the’s a cards are? Index cards size. I’d say they’re all color coded the culture cards or purple and the format cards were blue and we have some green ones over there. What with all that? Absolutely do those and these were basically show show show kapin buy-in that basically location because sometimes organizations khun do them in person or sometimes people have remote staff and so we really mixed it up is, you know, either entirely remote or in person or a combination entirely in person remote. And in person or entirely remote. Okay, location. That’s going to impact? Uh, okay, kevin, make this explicit. How does location make a difference? Why? Why is that important? Well, especially for all right, it’s a plan that was especially for these trainings where we’re trying to make a collaborative where we’re trying to build not only content, you know, knowledge in the participants, but also appear network if it’s all virtual, you really have to work hard to make those connections. So you know whether it’s, you know, in person, you can have them go up for coffee and they can connect much easier, right? Right, exactly. And so, you know, you might use, and this is where sometimes technology can come in, like using google plus hangouts where its visual or some other kind of video conferencing so people can talk to each other, breaking the group up into smaller groups and having discussions. So they’re talking about each other’s issues in their homework, and you know what they’re working on. And then there’s also just techniques you can do so. One of my colleagues, laurie herrick, does a great job of doing this and her fund-raising training. Where she asked questions in her webinars, which well, you know, we all know what weapons could be painful and very dry, but she’ll ask a question and just stop and there’s a lot of awkward silence, especially at the beginning of these trainings. And i know for me, my instinct is to jump in and, like, give the answer right toe as a training. Like, i i kind of know what i want, but she really steps back and lets them talk. And so that’s the kind of thing unless them across talk so that they’re working with each other, building that pier collaboration and connecting with each other. So there’s a lot of different techniques you can do that you might need if its remote versus being in person. Okay. Thank you. All right. I feel like we could move now to our voice cracked again thursday. Moved now, tio. All right, so these different formats that we’re going to apply this to the learning communities, the collaborative tze and the cohorts. Yes. We want to have a collaborative training for our capacity building cohort. Theo, i’m striking. Jorgen jorgen session collaborative class. Okay, collaborative capacity bilich okay. So what is a who wants to take this? Who? What is a learning community? I’ll take that one off. Okay? So elearning community is that one that you called possible anarchy where there is no official facilitator in the community itself decides what they wanna learn in this eye. How do we know walking into that thing? That this is going to be valuable to me? That is what i’m paid to be here. I don’t even know what i’m walking into. Well, these air more than anything done from the community, not as a paid trainer. There’s no paid trainer. The community teaches itself. So think of something like where you a community of practice like ten group gets together. Exactly. But it’s a little more intentional around. We’re trying tto learn from each other and designing the learning experience together. All right, this is not a paid training that i’m attending at a hotel for a weekend or something. Most likely. Okay, thank you. Rights here. And i’m the neophyte eyes these basic questions. So this is where the community intentionally decides what it wants to learn. An example would be one that i have participated in. And helped design for the faculty at marlborough college grad school, where we realized we all had a lot to learn from each other and we’re so busy teaching we didn’t have time to understand the value of what everyone could contribute. Where is marlborough college? It is located. The roger program is in brattleboro from and it’s ah graduate program for non-profit management and i teach social media for social change. Someone else teaches environmental justice someone else teaches, you know, all kinds of things finance, whatever, and we decided to come together as a learning community, and for a hour and a half once a month, someone would share three questions that were fundamental to think about what they teach in the community. It wasn’t just that say i would share a critical question about social media wasn’t that i’m giving my knowledge is that we’re having a conversation where were all learning together about this piece, and then we decided talks about talk about goals, we decide it was a cultural value that no one should have more information than the other, so any supplemental readings were handed out afterward so that we all learn together at the same time. And then there was afterwards supplemental reading to continue the conversation. So that’s an example. Okay. Okay. That’s. Ah, learning community right now. That’s an ongoing you doing in that format that’s. The form that we used last year. Now another learning community starting up this year. Okay. All right. Who wants to take on collaborative sze what’s a collaborative grayce that’s a really good question. I think they weave ultimately, we decided collaborative cohort waiting in the session to go really well with the reason we did that is because he s deborah’s looking at me as we were having these conversations and we were like, going okay, well, what is the definition of a collaborative? And what is the definition? And really they end up bleeding over to each other. They have lots of the same characteristics. So bottom line is it really doesn’t matter what you call yourself. As long as you are incorporating all of these learning elements and you are meeting the needs of either yourself like a learning community or the end person, the participant and you are increasing their capacity. Then we’ve done exactly what we have set out to. Dio give me a collaborative ako or whatever they call it. All right. So in other words, this session topic is fragile. That’s what i’m saying for a little bit weird that you were good with that thing misleading at best. Absolutely likely fraudulent. What? We needed to get you in the door somehow. Right? Right. Generation. You just want to win the election either because there were six hundred seminar top six hundred workshop possibilities. And you wanted to make the you got exactly what you got. You got to do what you gotta do. I will say that in all fairness, one of the beautiful things is that kevin and i proposed the topic and there was another person who was going to do with us who wasn’t able to make it. And then we brought in rene. We brought in andrea. And as we’re all understanding each other’s expertise and how we approach training the way that we decided teo, execute on it, change slightly and that’s why it’s a little odd that’s all that’s, all very collaborative because we have pamphlets. Collaborative way. Did you like it? If it’s not a georgia or in the liberation? Perfect pivot. Oh, good. Neo-sage he’s. Quick friday. Alright. Okay. How about ah, about a cohort? Is there something legitimate and coordinate is actually doing? If you want to talk about how you do cohorts well, i was going to say, well, yeah, i do a cool a half. Yeah, i talk for a living. Not like you, tony, but we do a co wart two of our spanish speaking staff that are tend to be very isolated in our centers are non-profits and so we really wanted to build a cohort that they knew that they could rely on themselves and in build that community while also being a cohort, but also respecting the fact that everything needed to be in spanish for them as well. So it ended up being a combination of a cohort and a learning community at the same time. And it turned out really nicely that’s why we say it meets the goals that we hear. Exactly. Okay, we need a couple more minutes because we could talk for everybody training haven’t talks about technology beautiful and how it supports our way. We have a couple minutes i’d like to make so i mean the first thing the stresses and we talked about this in the session, it was the last thing we talked about all the other stuff we’ve already talked about it much more important. Technology is just a tool to help you reach those goals to help your participants get what they’re supposed to get out of the course. But, you know, we talked about some of the technology’s already, so you know, whether it’s, google plus hangouts to whether, if it’s it’s remote, the private facebook group, i think, never mentioned which was is a place that we use for the participants to share their homework, to have other conversations privately away from their management. You know, what were some other technologies we talked way we even use some that some people like we use big tent, which is just a free, big, tanked and yes, and it’s, just a free online where you can have forum and post documents? Eso which like some people, that we just looked upon it, but it works for our community. I know another cohort that uses they actually bookmark and ever note, and they have a collaborative notebook where they they fill in. With ideas they have in between. The actual learning session site is called ever note. Ever note? Yes, black back-up because it has been mentioned in some other interview. Slack is known for it was mentioned. I thought for project management. You can use it for your basically twisted. However you like. Okay? Yeah. Okay. And then they listed webinar technology. So everything from adobe to webex too joined on me. Joined up mi young’s, jing’s aaron, i love personally j r g i n g i just isa use that for screen jobs. Wellbeing, street raptures. But if you are trying to teach something really specific, it’s a great way to post it and for people to use it. So it is a way we use it a lot in our community. Yeah, exactly. Just joking. It’s j i m j i just yeah, yeah. Okay. Yes. I’m slow in the morning before. All right, all right, all right. So this is very interesting. So actually have something in twenty five, twenty six minutes that you know, these these formats, aside from being fraudulent in the title, they really they are. We never sharing. Really? They really are not. Really or not the key? I mean, they they blend together, there could be a milan jj of many and it doesn’t really matter what they’re called. As long as the training is meeting the needs and the goals of the of the i’m not even sure called trainees, but thrice already catching on e i never trainees was not right and help us eliminate jargon. I mean it’s always a word fraudulent. We’re like we’re done with this. Thank you. Alright, the they are kevin martin and he is the technology program manager at the harold grinspoon foundation and in the middle. Deborah askanase, founder and digital engagement strategist. Community organizer two point oh, and renee swink, technical assistance coordinator at the c a c thank you so much. Thank you. Fun. Yes, stony martignetti non-profit radio coverage of sixteen ntc. Thank you for being with us. Two q sixteen fund-raising results with rob mitchell coming up first. Pursuant, they’ve got mohr free research for you. Just released yesterday. A new report optimized your donor pipeline. You need to raise more money. That means you need a strong pipeline of potential donors or prospects. Whichever you prefer to call. Them coming in coming in your door. This report is to help you build and retain and optimize that pipeline coming in it’s free like all their researches it’s again optimized your donor pipeline. You’ll find it at pursuing dot com and click resource is and i’m just amazed at how much they offer for free lots of webinars that are in fact, one of their weapon. Our guests is eyes going to be a guest on non-profit radio coming up talking about disney? What? What he learned from disney and applies in non-profit fund-raising but any case, the free stuff, the free knowledge that pursuing shares is generous, remarkable. Take advantage of it. Get thea, optimize your donor pipeline report now for tony’s take two, three hundred show next week it is the sixth anniversary of non-profit radio. This is the two hundred ninety ninth show and next week three hundred scott stein. You know him because i credit him at the end of every show. He’s going to live in the studio with his eighty eight he’s going to play the song claire meyer, half our creative producer is going to be in the studio from north carolina. We’ve got giveaways, non-profit radio fact or fiction game show lots going on. We’re going periscope it so you could join us on joining the periscope through twitter um, three hundred show next week. There’s a video on it at tony martignetti dot com says a little more, but the takeaway is next week three hundred show be here, that is tony’s take two. I hope that was emphatic enough. I’m concerned it may not have been rob mitchell is with us. You know him? He’s, the ceo of atlas of giving, which is the only monthly forecast and measurement of charitable giving by sector source and state in the u s they’re an atlas of giving dot com. Rob is at ah, philanthropy man or as i like to say at philantech roman rob mitchell, our resident roman welcome back. Hey, tony it’s. Good to be back. Pleasure to have you were talking about the second quarter of sixteen what’s the what’s, the headline for the mid year. Well, the midyear headline. I wish i had better news for you, tony, but e-giving has been essentially flat for the first half of two thousand sixteen. We’ve had a gain. Of less than one percent for total giving, which amounts to two hundred forty one point to a billion dollars. Okay, and what’s the percentage it’s actually point nine percent. So just okay, so just slightly under one percent gain. Okay? Um yes, all right. And yeah, that there there are some. There are some reasons for this. There also are some speculative reasons for this. But i will tell you that on dh this is not a good sign. June giving decreased i’m slightly from may for a total of forty points seven. Two billion. Now that was just it was virtually flat. But dahna we haven’t observed that for several years. In fact, we haven’t observed that kind of flatness since two thousand. Alright, since two thousand ten you’re saying there hasn’t been a six month period of this degree of flatness. Is that right? That’s? Correct. Okay, so it’s been six years are two thousand ten sort of emerging starting to emerge from the recession. All right, well, we had a we had a great emergence from the recession. Metoo apart from what other estimators have said are you know the atlas of giving consist of sixty. Five separate algorithms where we we have identified what factors are involved in giving and their relatives strings by sector source and st s o um, yeah, this is this is, uh this is a a bit of a different year. We’ve been on the rise since, um, since really two thousand nine and, um, this year’s very different donors are very uncertain right now. They’re uncertain about the economy, they’re uncertain about the stock market, and as all of us know, the stock market has had significant volatility this year, there is the continuing fear of rising interest rates. Um then there’s the election and the outcome of the election is huge because people are there sitting on the donor’s air sitting on the sidelines there they’re not. They’re not drawing back, but they’re also not increasing because they’re wondering about how the outcome of the election is going to affect them on taxes, on their income, on social security, on student loans and other things. Okay, rob, can you speak to where where things stood back four years ago? Ah, this period in two thousand twelve, right before an election. I don’t have that information and, you know okay, okay. I’m just wondering what what generally election is, whether this is an unusual election cycle for for fund-raising it i believe that it is an unusual election cycle. I mean, we’ve got two candidates who had who have the highest disapproval rate that we’ve ever had in history. Well, i know it’s an unusual election, it’s certainly that i’m wondering if if the impact on fund-raising is different than it has been in the past. That’s all right, we can. We’re going to you’re going to come back. What? After where? We know ah september, right? So we can we can still we could talk more about that in after the third quarter. Sure. Okay. Okay. We could compare maybe just two thousand twelve and maybe even two thousand eight. Okay, no problem. Let’s, talk a little about semente. Vigia yl. Well, actually, now, before we move on to different how different types of charities are faring so far, let’s talk a little more about some of this uncertainty. Another thing i’m thinking is, what about oil prices? Oil prices being so low. That’s gonna have an impact in our energy producing states. It does. And in our energy producing states and i live in one of those, which is texas, and i actually have a business which has been negatively affected by the downturn in oil prices and so that’s the bad news. So states like texas, north dakota, wyoming, pennsylvania um, those states that were flourishing before the oil, the oriole price shut down are having a difficult time. Yeah, we’re moving away. They’re finding other jobs and so forth. But there’s there’s a good side to this. The good side to this is that gasoline prices no are lower as a result, and therefore there is more disposable income for most of the country and that that is reflected not only in gasoline prices but in i couldn’t believe this. But i just just a couple of weeks ago, i was able to fly my daughter from chicago to san antonio for forty five dollars. Yeah, and that is a direct reflection of oil of the low price of oil, right? So it’s a ying and yang sort of thing. Yes, the states that our oil dependent are having a difficult time. But i would say for the overall charitable giving economy what’s happened in oil prices is a very positive thing. Okay, okay. By the way, i would argue that new york state and especially the capital, albany, is a major producer of gas. But that’s that’s a political statement i turned out to be trying to be political on the welsh. I don’t know, maybe it’s true in a lot of steak kapin had in the in the this week in the in the convention and next in next week’s convention. I don’t know that there can be more gas. There was a lot of gas coming out of those that’s. True too. Um all right, that’s, the extent of our political commentary are interesting. All right, so you think the low oil prices are generally generally a positive, generally a positive, because discretionary income is the key to charitable giving to the terrible giving economy means seventy four percent. Seventy four percent of all guests are made by individuals, right? So when individuals have more money available to them, they will give more, okay and when, when things like interest rates, inflation, oil prices or get in this case, gasoline prices or or a few loyal prices for heating in the winter. Put pressure on them. They have less money to give, and seventy four percent of the economy is given by individual giving. Yeah, and that’s that’s reflected in some of the other numbers that you you report for the for the midyear that grants from donor advised funds are up significantly. Foundation grants are up significantly. But we’re still only see a nine tenths of a percent increase, because three quarters of the giving comes from people. Exactly. In fact, if you look at as i look at the sectors, a zai look, a e-giving by sectors. You know, one of the sector that is the most affected by individual giving it’s church e-giving and it is down one point, one percent that’s pretty for me. That’s pretty typical when we you and i have been talking about this every time you’re on and we’re covering this church giving has been declining about one percent each year. For what, three, four years? Something like that. It has been because and it’s a it’s a combination of factors. But it has a lot to do with there’s less there’s, less participation on the part of americans and church attendance in church. Joining or membership and and then churches also are like large charities. They take it on the chin when unemployment is high. Now i understand unemployment is not officially is not high right now, but we’ve had a tremendous number of people drop out of even looking for a job and that’s that’s making an impact to and but you compare that with okay, so that’s the largest sector that that that sector accounts for a third of the charitable giving economy. Yes, and it is declining, and we expect that it will continue to decline, but then you look at the sector that is performing the best, which is the environmental sector, and there are almost four percent. The problem is it’s great, that they’re at four percent, but they’re the smallest sector. Yeah, they’re a tiny piece of the pie. What what’s what’s there, what’s there, taking the in the in the overall, giving the percentage wise. What is the environment account for the environment accounts for two percent? Okay, rod, we gotta go out for a break. When we come back, you and i’ll keep talking, and i know everybody’s going to stay with us. Plus, we got live. Listen, love coming up. Don’t want to miss the loveless term of stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they are levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests 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. Hi, this is claire meyerhoff from the plan giving agency. If you have big dreams but a small budget, you have a home at tony martignetti non-profit radio. Welcome back to big non-profit ideas for the other ninety five percent. We got to do the live love, you know, the live love has got to go out to st louis missouri college station, texas while we’re talking about texas um, maybe that’s rob. Rob, is that you listening earlier? You in college station? I am not in kottler enough. Okay, then that someone else and there’s live love going out to that person. Also fort worth, texas live love going out there. And then, uh, let’s go abroad. We got verburg, netherlands. Welcome, netherlands live listener love to you. I don’t think you’ve been with us before. If you have it’s not too common. Come back. We’ve got many mean colombia. We’ve got seoul, south korea. Where? Of course i want to say come za ham, nida and tokyo, japan konnichiwa, beijing china knee how always so reliable. Unbelievable! The asian connection between seoul, beijing and tokyo. Such reliable listeners live love to you what comes after the live love it’s got to be the podcast pleasantries, you know i mean that’s. A rhetorical question pleasantries out to the many, many thousands of people listening on whatever device whatever time, whatever activity you are doing at this moment. Are you on a treadmill? Are you in a car? Are you painting the side of your house? So you’re washing your dishes pleasantries to you, our podcast audience, and after that comes the affiliate affections. You can’t have live list of loving podcast presences with out affiliate affections it’s just not done. I couldn’t i couldn’t conceive of it. Our am and fm listeners throughout the country. Stations ranging from oh upstate new york to washington state, down tto oregon and california and philadelphia area well, that’s actually not filled out buy-in castor county area. Those are the ones that come to mind all affections to all and more. There are other stations out there all our affiliate station listeners. Rob mitchell. Thank you for that indulgence while i greet and thank are many of the songs i have one question for you. Tony. Yes? Are you the guy playing the piano for the intro music? No. That’s. That’s, scott steinar music is by scott stein. That is fantastic. That well, if you listen live well, if you listen to next week’s show live or archive or affiliate you’ll hear scott performed the entire song, which is cheap red wine he’s going he’s going to be in the studio with his eighty eight and he’s going to play a song for us so well, i think he should change in the name tio two buck chuck, what the hell is that? Well, if you don’t know about trader joe’s too, but check is the is the trader joe’s economy wine. So when you’re talking about keeper at wine talking about two bucks two buck chuck. Okay, theo, this song, i think, was composed before trader joe’s was was popular. I don’t know before they were before they were even existed, but ah, it’s it’s several years old, but the tune caught my ear and we’re not changing to two buck chuck hyre that’s good to know that you’re a nino file. You like your wine? Yeah, well, actually, i i actually am a, um i have an interest in a central coast winery, so yes, in a way, i am andina file central coast of california. Yeah, yes. You want to shout out the winery? Um, the name of the wine group is called the inter p wine group. And our award winning lines are called double bond. Double bond. Ok, i’ll check it out from the central coast. All right. And very interested. See what you learned on non-profit radio it’s remarkable. The ceo of us of giving has an interest in a double bond wines and and the entropy wine group. You’re not going. You’re not going to capture that. And other media outlets. You just not. All right. That’s, enough navel gazing and backslapping. So let’s talk about, um, britain’s exit from the european union and the european common market. You are very concerned about that. Yes, i am. Okay, let’s, move on. How about a little fulfilling some detail? Okay, well, the first thing i’ll tell you is that if you go on atlas of e-giving dot com today and pull up the current monthly report, which is through june it’s the mid year report, it will show that we are projecting that e-giving well, the giving your will finish two point one percent higher than two thousand fifteen. Now. That’s. Good news. Any increase in giving as good news? Yeah. Blood. It is slightly lower than our original forecast back in january of two. Point. Six percent. But here’s. My concern. The exit of the brits from the from the u is goingto have some negative effects, which are not going to be immediately apparent. But could but will, up here over the next six months and here’s some of the things to look for. What? The effect of of the brits leaving the eu means that the the u s dollar is, is that a high and that’s great if you’re traveling across the world? Okay, wait, wait, i can’t let you get away. Hold on, i can’t worldwide trade that’s a very bad okay, hold on, hold on. What about rob? Rob mitchell trompeter financial markets slow the economy and i would say that the financial markets that we’re in now could be characterized as volatile. I mean, one day we’re, uh i’m watching my portfolio when they were up when they were down. You just you just never know rob. And one of the most concerning things to me is that fed chair janet yellen isn’t sure said publicly that she isn’t sure if the exit of britain from the you will trigger a global recession. Now that’s not something that’s a very, very strong statement from the chairman of the fed and so that’s that’s troubling. Okay, rob us unemployment. Robert you listening to me? Rob? Rob, stop for a minute. Okay, okay. Take a breath, please. I’ve been trying to get a question and i’m trying to get a question into you, we’re going. We’re going back now, going back a minute. You have tio, all right, we have just about two minutes left, make it s so. I understand you’re very concerned about brexit, make it explicit for me. What is the connection between britain leaving the european union and the common market and a strong dollar? And a strong dollar. Yeah, strong dollar. How does that happen? Worldwide? And that effects the american economy? It also effects u s unemployment. But what’s the connection between britain leaving and those things you just said. They’re britain and germany were propping up the european union and it’s not clear at this point whether the european union will survive, because if if the germans tone and tony you and i wr roughly the same age, if the germans and the if the germans decide that they’re tired of supporting the socialist activities of italy, france, greece and spain, the hole you could fall apart. Okay, so that all right, so that makes the american dollar more appealing. Okay. Okay. That’s, the kind of art that’s we gotta make it explicit. Everybody listening is not an economist, including me. Even though i have a bachelor’s in science from an economic from carnegie mellon university. Um okay. We have just about thirty seconds left. Leave us with it’s a friday. Leave us with something a little positive. Please. The good news is that in spite of all the bad news, charitable giving is expected to increase this year by two point, one percent. Right so far. My two point one. Okay, alright, rob, we gotta leave it right there. Rob mitchell, ceo of atlas of giving. You’ll find them an atlas of giving dot com and that’s where? The media report is and he is at philantech roman. Thank you, rob mitchell. Thanks, tony. Always great to be with you. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com what about next week? It’s a three hundred show that’s. Another rhetorical question. That’s two in one hour. What do you know? You know what next week is it’s a three hundred joe, for goodness sake, responsive by pursuing online tools for small and midsize non-profits data driven and technology enabled pursuing dot com our creative producers claire meyerhoff she’ll be in the studio next week. Sam liebowitz is a line producer, he’s in the studio every week gavin dollars are am and fm and outreach director. He’s never been in the studio shows social media’s by susan chavez. Nor has she, but she doesn’t actually work from california. Our music is by scott stein. He’ll be in the studio next week. Be with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great xero what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you gotta make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealised took two or three years for foundation staff, sort of dane toe add an email address their card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno. Two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.
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Duitz hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d be hit with hemochromatosis if you hit me with the irony that you missed today’s show bring joy to your donors marcie, i’m has over thirty years thinking about and perfecting major donor relationships. Marci is the artful askar, and we examine the intersection between fund-raising and professional coaching. This was originally broadcast on march thirteenth, twenty fifteen on tony’s take two thank you. We’re sponsored by pursuing full service fund-raising data driven and technology enabled, you’ll raise more money pursuing dot com here is marcy heim and bringing joy to your donors. I’m very pleased to welcome marcie hime to the show. She’s, a life and development coach, author and speaker with over twenty years of frontline major gift fund-raising experience, she’s won awards for her speaking and training, and she hosts marcie’s major gift success club. She promotes both positive mindset and best practice fund-raising she’s at marcy, i’m dot com and on twitter she’s at marcy hime. Marcy, welcome to the show. Thank you, tony. Delighted to be here, i’m glad you are pleased to have you my voice just broke. Look, please, like i’m a fourteen year old again. It happens once in a while. I love going back to fourteen that well, with my voice, nothing else that i was an awkward fourteen year old. Ah that’s, right? I’m an awkward fifty three year old. I’ve never never fit in. Um, let’s say you you work in fund-raising and professional coaching, so we wantto we want to look at the intersection. What? What’s it, that intersection where those two circles overlap? Well, i think tony, it it leads back to my experience when you talk about more than twenty years that’s not really unique there, folks out there that have twenty years of fund-raising experience what’s unique about my experience is that i spent those twenty three years at the same institution. So i had the opportunity to be the first person in a position and grow a program over those twenty three years and spend more than two decades with these same donors, watching them grow and change and increase their giving and change their giving and go from from annual fund to major gift. To to life legacy planning. So it was just a really unique experience to sit back and say, ok, what makes me successful? I had a tremendous run, uh, with the university of wisconsin foundation and had the privilege and opportunity to raise millions of dollars. And as i look back, i realize it’s not just the methods i use, but it’s a mind set that i brought to the business that’s, the mindset that i brought to my work. So i focused my coaching and consulting on a twofold process. One is not just what is the donor thinking? We talk about that? No, no, no, no, no. I’m saying, what are you thinking what’s going on in your head? What do you asking yourself? And that just is important and i think more, tony, then how do we write a good letter? And how what? How many visits should we make in a month and some of those kind of best practices? And how is this mindset that we bring? And i’m glad we have a full hour to talk about it going to bring joy to our donors. What’s the connection? Sure. Excellent question already, it’s only. My second one already has blown. Now. The rest are all going to be lackluster questions. But all right, we have the pinnacle. Now. We’re trailing off already bad questions to come hyre tony that’s, something that really touched my heart because when you’re with somebody was not authentic, you feel it right away when you’re with somebody who’s saying, okay, man, if i asked this question or talk to them about their passions or get into their head about, maybe i’ll get the money, and i’m not saying where scheming is that. But when you think about some of the words we use, right, well, whether you’re a suspect, because i’m not sure if you have enough money or interest yet to be a prospect hyre how does that really make somebody feel? So this whole idea of what goes on in our heads, the words we use, earl nightingale said in a program called the strangest secret in nineteen fifty seven, which was, by the way, the first vulcan recording to sell a million copies, he said, our success is determined by what we think we become, what we think about so when we are thinking sincerely in authentically about how can we provide an opportunity for this person sitting across from us two and back in a cause that gives them excitement and joy? It totally shift the relationship building experience, and it gives that donor a completely different outcome not on ly the direct impact they’re giving has but this sense of joy. You know that when you actually write a check to tony charity charity tony, it releases and yeah, it’s ah, writes that you’re the pleasure writes, the pleasure centers in the brain are activated when you do a charitable act. Yeah, i have ah, i do a keynote called, show your love and raise more money. And i in there i make the point that i want us to avoid the construction metaphors, like building relationships and starting a foundation. Ah, foundation, you know, a foundation for the relationship, and i also avoid as much as i can, sometimes i lapse into it, but and prospekt, you know, i like potential donor. I suspect i i’ve gotten away from that that that i’m pretty good about not using, but occasionally lapse in tow prospect instead of potential donor or, you know, it’s sort of thes air and the construction metaphors, they’re dehumanizing terms they are yeah, i love that. Yes, they’re dehumanizing terms, you know, and just even some of the things in all of my years, i’ve never hit anyone up for money. You know, i’ve never hit anybody. And things like let’s get into their packets? No, they’re loaded. And even some of the things that are maybe more subtle that they’ve so benefitted from organization they should give, they oughta give they always. And who are we to tell somebody else what they should or ought to do with their dollars with their money? So your concern is that the way we think about it, potential donors and donors and the way we talk about them, hopefully behind the scenes in our office, in our conferences, um, is going to transcend those situations and and into our relationships with the people that were were dehumanizing. You bet on let’s get real let’s. Get real direct about it. You just said, well, how we talk about them behind their, you know, basically behind their back. Yeah. Yeah, well, it well, yeah. That’s, that’s the nature of our business. I’m getting a real echo in my head. But i would stake my team that i would never want to talk about a donor behind their back differently than i would talk to them. Yeah, well, that’s a that’s, a that’s. A policy to for written written notes. And you? Know, preserving, preserving things in our cr m you should never write something that you wouldn’t want the person to treat. Yeah. Okay. Um, and i have that really happened to me once. Tony, i had a a woman that was working on a very major investment with the university. And and we had a brand new students on board of the foundation that helped with little mailings. And these kinds of things in her gift have qualified her to be part of one of our honorary organization. So there was a certificate, and i know that you’re not wild about all these things in nor nor am i. But this is kind of what we did. And there’s a certificate that got mailed out. Well, this new students not knowing any better, took her entire record and stuck that was attached to the certificate simply to give her the proper mailing address. Well, she kept the whole thing in the inn with a certificate, mailed it to the donor. Oh, my god. I know well, and how i found out was i got this phone call and this and this girl said to me hi, marcy, you know, i got and i went hello, let’s call er, gladys, i said him oh, gladys, how are you today? And she said, fine and i said, did you get your you know, your certificate? And she said, yes, i did it’s lovely, but i also got another sheet of paper with it, and i said, what was that, gladys? And she said, well, it says, matt with gladys, talk to her about tony, can you imagine? Yeah, oh, my god, you’re yeah, i mean, i almost died back there on the spot gotomeeting her contact, yes, it’s a good thing that wasn’t gladys, gladys kravitz from bewitched should be like, i never remember gladys kravitz, you good thing that wasn’t wait to take a break for a moment or two, everybody else stay with us more on morsi, more with morsi hime bring joy to your donors. You’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Welcome back to big non-profit ideas for the other ninety five percent. Marcie. I’m you’re still there right now. Here you come back, okay? We have better connection this time. Thank you very much. Um, so what we think is what we become. Can you say a little more about that? We become what we think about so it’s not something. You know, tony, i think people roll their eyes a little bit and say, yeah, yeah, yeah, but but truly, what do we plant in our heads? And we planned in our heads the words that we use, the things that we watch the shows, we watch, the conversations we have, the people we surround ourselves with, and we’re influenced by what people say to us were influenced by our own history by what we were brought up with. You know, for example, if i said to you, tony finished these sentences, money doesn’t grow on trees, blank, rick. Very filthy rich is what most people that’s gross. I didn’t think of that well, i did now, but no very kayman things that those are things that are in our in our heads and some of our feelings about money, some of our some of the things that we have been exposed too far, and i’m not saying our parents weren’t wonderful people or that they did something wrong or right, i’m just saying we’ve got these thoughts, we’ve got these things in our heads, and we need to deal with them, especially when it comes to raising dollars, especially when it comes to the kind of self talk we give ourselves. How many times do we ask ourselves questions? Like, why am i so bad at this? Or why can’t i get how to do this thing on the computer? Or, you know why those air all the negative? Those are all negative questions. Why am i so crummy at this? Why am i so? But why don’t i have more money? Why don’t i have a bigger house? Why don’t i have a nicer car? I mean that that’s all negative self talk, right? And and it’s a lot of times it’s in the form of a question and there’s some wonderful new research that’s happening here at the university, wisconsin and other places that talks about our minds. Tony being kind of like one great big google, you know, when we ask ourself one of those questions like, why am i always late? Our mind will quickly say up you’re late here and you’re late here in your late here, and it’ll google all of those times and throw it right to us. Well, that’s because yeah, but that’s because that’s, the way you frame the question there’s ah there’s, somebody is interesting. Ah, this i don’t know. I don’t know if this person listens to this show regularly, but she he or she tweets very actively on twitter he or she is at the-whiny-donor andi and we have some back and forth because sometimes the person will post things they’re whining about and then i don’t necessarily agree are as bad as you, she thinks, but you know, you’re making me think of the-whiny-donor so that person is always looking for oh, and i should give a little explosion they there there? Ah, twitter profile. Says that there on i think they’re onto boards and at least one of those is a development committee board position but could be both but you know, they’re they’re in fund-raising on on a volunteer level and that’s, why and there’s other at the-whiny-donor and you’re making me think of that person because they’re always there always looking for things to whine about. It’s it’s, how we frame the question that google is goingto answer right? Our google mind is goingto answer based on how how we weren’t it, okay, exactly, and i think that that’s something we need to consciously manage. So in my more major gift workshops and in a lot of my teaching and in a lot of my consultancy, i work with kind of the coaching for the mindset as well as are we using best press practice method? So let me give you a couple of examples about way to reframe these and, you know, i’m sure tony, you’ve heard of affirmations where you make this statement, as if it’s already happened. The problem with that is a lot of times we don’t buy the statement our own hat is saying, like like, the easiest way to think about it is is i don’t, but i would like to weigh one hundred and thirty eight pounds, right? So i stand in front of the mirror and i say i weigh one hundred and thirty eight pounds. Well, i looked back at that. I don’t know, you don’t yeah, right. So part of what the power of asking these questions is, is it becomes something where what we’re really doing is empowering our wonderful mind to pull a pull forward those times when we’ve been successful, to pull and to build on those. So for example, why am i always late becomes, why am i such a non time kind of gal? And i have times that come to mind when when that happens, why? Why does my work take me away from my family boy and development? I hear i’m working all the time. I don’t have enough time for my family. Why am i in this business is so hard. Well, why do i do such a great job of prioritizing what’s? Most important in my work and life, marcie, how, before we start to make these mindset changes, how did we just become aware and conscious of what we’re doing, you know, it’s it’s so ubiquitous, where i mentioned conferences and and the office meetings, you know, these things, they’re reinforced the mindset that you’re trying to move us away from is so reinforced. How can we raise our own consciousness? That’s a really good question, another one. I got two in two in twenty minutes, sometimes people will say, you know, i’m not sure i talk to myself. I talk to myself what i want if i talk to myself, you are talking to yourself, um, there’s some statistic out there, and i’m sorry, tony, i can’t quota, but that we we give ourselves, like sixty thousand messages a day or something like that or we hear him. But it’s, some astronomical number and i think you have to step back and try to be more present. Try to be more aware how does what you’re hearing impact, how you’re feeling and the reason that’s important is what we hear, how we feel impacts what action we take. How does what feel impact what action we take, right? Okay. So so you say you here, boy. It’s really hard to get those first appointment that’s just really hard to do, you know it. And then we say, yeah, you know, and people don’t really want to hear from us there asked, you know, they ask about money all the time, and you’re just another one of those pesky phone calls. Well, that how is that going to empower you and put you in the right frame of mind to make phone calls to set up appointments with your donors? You know, again it’s that negative it’s the it’s, the negative perspective versus the, you know, sort of. Why am i how come i do so well? What is it that makes me do so well at getting the calls, getting the meetings that i do get? Marcie, let me just give me a moment because i have to shout out someone on twitter. Margo o’malley, she’s she’s, new to non-profit radio just discovered her recently and she’s live tweeting the show she’s using the hashtag non-profit radio and on twitter she is at margo underscore om and margo is m a r g a u x then underscore om we’ll go. Welcome to non-profit radio. Thank you so much for live tweeting today very much appreciate it live listen love to you margo i’m sorry, marcie. I’m hope you don’t mind me shouting out live listeners i love it! Thank you, it’s fun that’s. Why i do the show live even though you know there’s ten thousand people listen everywhere else any time other than one to two eastern on friday. But for the people who do know it’s a rush even when there’s sometimes there’s a tiny number but it’s always fun. Okay? We’re helping your helping me raise my consciousness raised, helping us raise our consciousness about this money. Let me tell you why this is so important in a nutshell, because the things that we say to ourselves impact how we feel about ourselves. So take that into the realm of development work. You know the words we use the way we feel about ourselves, our vocabulary project onto others. How we feel about this business that we do this what i call an honorable and noble profession. I agree with that. Yeah, yeah. Marcie, let me saying to ourselves, well, i’m i’m going to see if you’re a suspect and they turn you into a prospect by having a qualifying session on you at which i’m going to move you and then i’ll pitch you and i’ll close you how how can we how can we feel joy about what we’re doing and let’s look at why do people get into non-profit work? Ninety percent of them will say they got involved in it not because they came out of the womb saying, gee, i want to be a fundraiser. No, they were passionate about the cause they got involved in, they believed they were making a difference on planet earth, so we take that passion and turn it into well, i’m gonna hit you up and i’m going to move you, then i’ll pitch you, then i’ll close you to give money to this cause and there’s a really, really what’s the word i’m trying you smacking you smacking your head there was that with that, you’re gonna knock yourself out. We got marty, you got to show for that half hour don’t no, i can’t call nine hundred eleven where i don’t know what city you’re calling from madison, wisconsin, i think, but i can’t get nine eleven there, so keep your self conscious please. Snap your fingers if you stop snapping its back in your head. You know, let me let me get a little personal with this for me. Um, i feel like i don’t do enough speaking. I would like mohr speaking engagements and there are people who think i speak a lot and i guess i hold my own, but i would like to do more. And you know what i am and you know how i always approach it. How come i don’t do how come i don’t get more speaking gigs, right? So, yeah, yeah, i should be asking, why are people on the phone right now? Ready to call me about a speaking engagement? Why are people so eager to book me to speak at their next event? Cool. Yeah. The phone is ringing, sam. Just marcy. The phone just rang for sam. Just picked up the phone in the studio. Somebody somebody’s calling so what’s going on, sam, get them get their number. Okay. No, i’m seriously, buddy. I have a witness just when you said that the phone rang and sam picked it up. He’s multitasking, he’s pretty producing the show he’s watching the hashtag non-profit radio picking up the phone he’s booking my speaking gigs. Example give you twenty per cent. Okay, now i’m sorry, marcy. Go ahead. Sorry, i cannot tell you, and i know that there are people that think it’s kind of cool, but if you ask people, do they ever have parking karma? Well, what is parking karma, parking karma when you’re driving up to a place and you’re saying, why is somebody pulling out right now so that i have a place to park? Yeah, yeah. Worked like a charm. All right? You took it away from my speaking and you went to the mundane act of parking spaces. But i’ll forgive you. I’ll still keep you on the other. The remaining forty minutes. Right, tony? I’ll give you something active todo. This is what i want todo for me. Yeah, i will. This is like this, like, live coaching. I’m getting oh, my gosh. Yeah, i were two things that i want you to do. The first thing i want you to do is ask yourself twice a day, morning and night. Why are speaking gig coming to me in such great abundance? Did you write that down? I am i’m only on the words, i’m only onward gigs why are speaking gigs coming to me in such great abundance? Okay, i got it, and then the second thing i want you to do is, however you keep your files. Now you’re probably more elektronik, but i want you to put in speaking gig one speaking, get to speaking, get three and actually place them in your filing system, waiting to be filled with your next three speaking opportunities. So you’re prepared, you’ve made a place for your next three speaking opportunities, okay, i’m gonna put that, so i put them into my filing system on and my hard drive, ok, okay, i will tell you that i used to put in open file folders where i kept my back back in the day when i have and i still believe in paper files for some things i don’t ever i don’t know that i’ll ever be a time. I’ll be comfortable being all electronic but that’s a different conversation, and i would brandon lee put these empty file folders that said that said major giver one major, give her two major geever three and people would actually come. Into my perspective giver universe in the exact alphabet, where i plopped those files. Oh, you’re really, yeah, i was to say you’re kidding, but i know you’re not getting really you could you could. You could tell what letter, their last name, because it was a start, didn’t i just randomly put him in there, but that is the power of positive thinking, it’s, just incredible, it’s. Amazing how it can change your life, and this is going to convert to better relationships and happier, happier, joyful donors, exactly and let’s. Right? And how it converts to your joyful donors is is your donors? I don’t want a relationship with you based on their money. They want a real relationship with you. And if you are coming at them strictly with how do i get them to give me money? That’s exactly the kind of relationship you’re going to form now. Will you raise dollars? Sure you will. Will you be wildly successful? Successful? No, you won’t. Yeah, and you’re going to encourage people to have twitter ideas like at the-whiny-donor. All right, marcy. Marcy, indulge me for a couple minutes. Because there’s a lot more with you coming up first. Pursuant, they help you raise more money. It’s that simple. You need to help you can’t you can’t make it any simpler. Their online tools are perfect for small and midsize non-profits because they are ala carte. Choose what you need like velocity to keep you on task and goal oriented. It was developed for pursuing two fund-raising consultants. They saw so much value in it helping so many non-profits raise money that they rolled it out directly to non-profits so you can use it without the consultant. Use it. Yourself get the value you need without that consultant relationship that you don’t need if you’re managing your own’s fund-raising small shop, mid size shop, take a look at velocity and it’s at pursuing dot com now for tony’s take two thank you. I am so grateful that so many of you support this show however it is, you do it, you know most of you by listening, but if you’re just getting the emails each week that i send, by the way i sent an email every thursday tells you the guests are that weak. I don’t know if those people who get that email or listening each week or they’re just looking for guests that they find are going to be valuable for them. But if you’re just getting the email each week so grateful to you, thank you, and if you want to get the email and you’re not goto tony martignetti dot com and in the upper right click the email icon consign up there, but i’m not tryingto promote i’m trying to say thank you if you’re letting me in your inbox each week, thank you very much. I’m grateful, of course, twitter is great. Way to get me ah number of people with me on twitter at tony martignetti and i’m grateful for the retweets of the show content and the guests that promote the show through twitter and people you know, using twitter toe share valuable content. That’s what i try to do not just about the show, but anything that i find on our social media manager finds susan, that is going to be valuable for small and midsize shops, so thank you if you’re with me on twitter, facebook, lots of fans. They’re the page post two takeaways there every friday post listener of weak pictures there, um and there’s content every every day in between there’s a it’s, a it’s, a very active page. So if you’re with me on facebook, thank you for doing that. And of course, you know, if you’re listening lots of subscribers i hadn’t even checked the subscriber number lately, but overall the listener numbers increase, you know, it’s just over ten thousand, you know, like the ten thousand to three hundred number roughly andi, i’m always grateful for that you’re you’re getting value from the show, which makes me feel good, i mean that’s. Why i’m here to give you value and the numbers increase steadily or, you know, they stay steady and then increase so you know what i don’t see is lots of declines. So that’s a very good sign you’re getting value from it, and i thank you very much for appreciating the chauffeur, listening to the show our affiliate stations, you know, you’re not listening podcast oh, our itunes or stitcher or some, you know, online platform your your station is carrying non-profit radio and i am very grateful if you can feed back to the station, let them know that you listen, that would be wonderful because that’s really the only way they’re going to know how many listeners they have at your station, so that would be terrific, but just the fact that you’re listening throughout the country on our affiliate stations. Thank you so, so much. However it is you’re thinking of supporting and loving non-profit radio. I’m grateful. Thanks so much. That’s. Tony’s, take two here is marcy. Hi. I’m continuing with bring joy to your donor’s. Marcie, i’m welcome back. You’re one of them. Thank you. You’re going right. Why friday? The thirteenth, the best. Day for me to be with tony that’s how i started my day. Really? No, you didn’t you don’t start today that way. I did it all right. Only in practice. What i preach, i get up the first thing i say when i get out of bed in the morning my feet hit the floor is i say, i love my life the second thing i do is, i repeat, anywhere from five to ten empowering questions that i ask myself, i do what i encourage others to do because it has made such a tremendous difference in my life and my work and my success and my happiness and my joy let’s talk about some questions that fund-raising that comes back to this whole idea. Fund-raising well, we’re okay, wait, wait, wait. You’re you’re a bit of an anarchist you’re taking over the show. It’s tony martignetti non-profit radio not marcie, i’m non-profit radio. Watch it. I put you off way excited to get to these. We’ll have sam cut you off and i’ll tap dance for half an hour. Don’t worry about it, okay? No, wait, wait. Before we get to the questions we were, i don’t think we spent enough time on changing your mind? Set you as the fundraiser, changing your mind set so that you can empower yourself to have these create relationships that create joyful donors. Could spend some more time with that. Changing your own mindset. No, you don’t want to. Well, tony, that i think that that’s what i was trying to say. So let me start with a little bit older, and that is that first up, you have to first off it’s some level you have to take on that this is balance. So you’re not to say, oh, my gosh, that woman why did he have her on? And i will tell you that when i look out in my speaking audiences, i couldjust pick him out. I can pick out the people that are going okay, put the pan away. This is going to be one of those sessions. And then what fun is that? If they hang in there with me, they will get to the point where they come around saying, gosh, i really would like to be able to raise dollars like this. I think i might just wanna listen to this or instead of shutting down with those feelings like oh, i’ve heard this before. Yeah, yeah, yeah, i know all about that now. We got one of those positive people in our office drives me nuts. So if they will step back and be sincere about looking at it, one of the ways that most quickly you can change this mindset is to simply try saying what disempowering questions do i ask myself? So you have to be a little self aware and then to say, how can i change that into ah, into an empowering question into a positive questions? Okay? And you have given us ah, good number of examples, including for me. Thank you. I’m going to be working on why are speaking gigs coming to me with such great abundance? All right, all right. I’m gonna work on that each day. But now you gave us other examples to all right? You know, this is, uh, it’s really? You know, it requires introspection, right? Okay. Okay. Months and come back down to again that that, you know, what’s what’s in ourselves. What’s inside of us comes out of our mouth what’s in your head comes out of your mouth within your head comes out of your mouth. You know, if you’ve ever tried if you’re ever really annoyed with somebody and you think i’m just gonna let this go i am not going toe. This is not going to eat away at me, i’m gonna and you don’t deal with it somehow. You don’t either consciously forgive it or you write it down on something and rip it up or throw it away. You know? They’ll come that day when you’re tired or that person comes in front of you and you say, uh, you’re doing this and i hate it when you do this and i hated one of you better data and it comes out, you what’s inside with inside will will matriculated out if we don’t if we don’t challenge it or deal with it a lot of times, it’s fear based its anger based, um and those are things that we have to we have to look at in our world of may i talk about they i talked only about our world of raising major dollars. And now these questions class over from our personal side to our more professional side. Yeah. Ok, there’s. Some other places i want to go to. So go ahead, take a minute. Yeah, but i think about you know what kinds of questions do it. Why is it so hard to raise money? So many lack mindsets that aaron arm you. Know there’s not enough out there. Uh, why would people give to this organization when therefore others that do the same thing? Or why would they give here? They think the government should fund this, um, or it’s just so hard about, you know, why is it so hard to talk about asking for money? And i like you instead. Really? Look at some of those questions and say, why does money come to me and so easily? Why are people so eager to meet with me about my mission? Why is this project attracting so many supporters? Why are people so eager to support my organization? Why do people, tony? Why do people have more than enough money to invest in my organisation in this cause? All right, why do i take just the right step to match perspective givers with my mission. Okay. All right. All all positive. Excellent. And what i love about podcast is people could go back and slide the slider back two minutes or so and hear all those again and again. I hope they do. Marshall what’s your you have the relationship action plan. What is that? Well, i’m sure that many of your listeners are familiar with kind of a cycle development or a cycle of fund-raising and and i had to redo that because it didn’t work for me. That’s the moves you’re referring to moves management? Yeah, kind of in the fact that we have cultivation, solicitation and stewardship and, you know, we cultivate allowed in wisconsin, but it’s for corn cheese cheese, too? Well, yeah, you know, actually, i’m in new york and why i just eat it or whatever, just you just keep producing it and shipping it over here, and we’ll eat it in new york. I don’t have to i don’t know the back story it’s a deal, but instead there’s a fella and his name is doug loss and he’s in texas, and he has been a consultant in our universe for years and years and years, and i still respect and admire him. And he said, philanthropy, this is how we defined philanthropy. Philanthropy is the mystical mingling so it’s, not an exact science. I’m a biochemist by training, by the way, so i get exact science. But philanthropy is the mystical mingling of a joyous giver, an artful askar and a grateful recipient. No that’s cool. Say that one more time. So say one more time philanthropy is the mystical mingling of a joyous giver, an artful askar and a grateful recipient. Yeah, all right. And that’s, the whole premise of my book, tony, and and what we’ve done is we put that on a cycle my colleague don grey and i where were instead of cultivation, we create a joyful giver where, instead of solicitation, we make an artful act where, instead of stewardship, we demonstrate how were the grateful recipient, we demonstrate that appreciation and that’s the cycle that we want to go around. And so you ask me about a relationship action plan. What a relationship action plan. Is there a rap? Is that kind of our thoughtful, considered no siri’s of touches that we do with our major donors? Or i’ll tell you, tony, my students are telling me that it’s not just limited to major donors, that it can be used in the annual fund, that it can be used to recruit a boardmember that it it really is appropriate for almost every aspect of my life. My sixteen year old uses it to talk about why he shouldn’t have to make his bed so it can be applied a lot of different ways. But that rap, of course, is the rap is our a p not woronkowicz correct, there’ll be a warped. You don’t want a work relationship action plan that will be a rap also, but no, no, i don’t want the red line through that. We don’t want the world to plan we want just are you okay? But it’s our thoughtful plan for what we’re doing it’s not justice, you know i’m gonna wing it. Um especially are major donors they’re way too important. I respect them. I’m i’m concerned and vested in them having the best experience they can have with my organization. I want them. And one of the things that we tend to forget about it is we we make that our phil ask and they say yes and then we say great. Now, where’s the next one, i’m going to go out and ask for money for no, no, no, no, no that’s when we really have to say how can i really be that grateful recipient? What things can i do with them? What experiences can they have that? Really go beyond demonstrating the impact of their giving, but really make them recognize and feel that i appreciate what they’ve done for this organization, that we are grateful for their investment with us. You know, so often we say that it’s important to do stewardship because it leads to the next gift to me it does, but to me that’s the wrong reason to do artful and thoughtful stewardship because the donor, the giver, has the right to deserve e-giving that the donor needs to, you know it, how’d it? How should we be treating each other here on planet earth that giving the priority to saying thank you to show that sincere appreciation? One of my favorite questions for donors is to say, okay, help me understand what can i do? What what experiences, what people, what activities, what would help you best know how sincerely grateful i am that you chose to invest in this organization? Yeah, all right, i want to know that what’s the role of ah, your service, suggesting it visualizations in fund-raising. Um for me, it’s not i think that people who convince jewel eyes like i look at one of my i am a badger fans through and through and russell wilson is, of course, somebody who played with the badgers now is with the seattle seahawks and he talking about sports now, i don’t know anything about sports is best is basketball, the one with home runs, no basketball one that’s going on right now for the badgers, tony, that i’m sacrificing being with badgers, okay, that’s, obviously a wisconsin team. Okay, good. I hope the badgers do well, i don’t know them, but go ahead, but try not to do too deep into sports because you’ll lose me, okay? I think that a lot of time in that arena, though, we talk about the fact that people see something happening before it happens. That to me is visual ization on, and i guess i used visualization in the world of major gift fund-raising in that, um, and that i do see donors that i’m working with, happy with their giving outcomes. I do take time to see people down the road, delighted with what they’ve done and i try to spend some time seeing that. But i’m not as good at that as i am actually asking my questions. That’s. Why i come back to the questions, because the questions draw my thoughts to the positive side. All right, marcie, i want you to work on something. I want you to work on something each day. I want you to ask, why am i such a good visual izer? We’re going to we’re going to beef up here. We’re going to beef up your visualization skills. All right? Why am i such a good visual, isar? Because these air interesting, you know, i visualize sometimes when i’m sending e mail, i try, i don’t i’ve never pulled the recipients, so i don’t know whether this has any validity whatsoever, so it could just be me spewing nonsense, but sometimes i try to convey emotion in an email when i don’t have a choice. I don’t have time for the call or i know the person’s not available or whatever the situation, because i try not to use email for serious conversations, but when i have to, for some reason i try to visualize the way the person is receiving it, and and i think about the emotion that i’m sending it with. I don’t know if it does any good, but like i said, i have no nothing to back that up, but it’s ah it’s a form of visualization, i think tony and i think that one, because if there’s anything, and in fact, i’m going to embrace your question just with that way, because if i could have back the time that i’ve heard other people through email when the way they interpret it. What i said totally is a surprise to me. Really still no that’s, not at all what i meant by those words. I got this an email i think can be so misunderstood. Oh, gosh. And sometimes and a lot of time, folks will say to me that they spend, you know, they spend a half an hour writing a three sentence email because it’s so important to them that the words are not misunderstood. So i think that’s an excellent, excellent strategy. Why am i such a good visual, isar? And as i send that email, i’m gonna match in the other person, opening that email up and reading it withy intense, the intentions spirit with which i sent it. We have to take braking again, marcie, for a couple moments hanging there with us. I know you will. You not go anywhere. We’ll talk a little about attracting what you want for your donors and some mindfulness, which were all touching around, but we’ll get to it specifically 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 or neo-sage levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. I’m jonah helper, author of date your donors. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Oppcoll dahna helper has a new book coming out. We’re gonna get him on when when that book is released, more live listen, love it’s incredible, the abundance i’m not even visualizing, and the abundance is coming. Somerville, new jersey live listener live out the somerville, new jersey and flushing, new york live listener lived to you going abroad. Masato job japan! Konnichiwa and islamabad, pakistan live listener lived to you as well. Okay, marcy, i’m ah, so you will. You will take time to be in your office and you will visualize your donors being a specific donorsearch being joyful about their gift don’t have that right. I think tony it’s more that everything i do. I approach the whole idea of raising money from the place of i want to do i want to be the conduit between between but the mission and what will bring my donor the most joy in investing in and my Job is to partner those 2 things together. And when i come to it from that perspective instead of gee, how can i get him to give? How can i get the money? You know, you know, do i need to talk to him this what if i do this? What if i do that? That kind of manipulative approach it just makes for a different relationship? And the reason that it’s so exciting for me to have been at the same place for so long is i really experienced what we talk about, where a donor may start with the annual fund. Not everybody does this path the same way i realize that, but then they start making they start making larger gift, and eventually, when you work with them on that ultimate gift, that the transformational gift when you’ve had of the opportunity, the privilege, tow, walk side by side with that donor over a lifetime of e-giving if it’s just really inspiring, just really a great thing to experience and see that the joy that donors have in investing and if we talk to them from a lack perspective, if we say to them are are we don’t have enough money scarcity costs are going up and pour us, and we’re victims means tony, how many successful victims you know? You’re talking about the scarcity mindset versus the versus abundance? Okay, you know, i saw something on your site a tte marcie, i’m dot com nothing, nothing changes if you don’t change hi. So that’s basically you’re saying, if you keep doing the same things, you’re going to get the same outcomes, right? All right, right. And and that’s where? That’s where tony i am, i am really bringing some difference from different skills than i ever thought i would dio into my work with people in the nonprofit world because i found that they see so many how to you know how to write a letter, you know how to make a major gift call how to do this out of you know how, how to when what they really have to stop and spend time on is what’s going on in my head, that’s getting in the way of me, really working with the donors i’m trying to work with, uh and a lot of times there’s, some there’s, some lack mindsets, there’s, some insecurities, there’s, some real fears. There’s some really mindsets about money. Money is the root of all evil. You know that there’s junk going on. And that, i believe, gets in the way of our success more than some of our skill set. But yet we keep gravitating towards that. Skillsets you know, i’ve got it. I’ve just got to know more about planned giving vehicles. Boy, it’s really prevalent and in your area, tony, you know, oh, if i just knew more about it, no stock and the fact that you can deduct it for thirty percent of our adjusted gross income here, the gifts. And five years after, i just knew more of the hat. When really it’s it’s, about what are once too accomplish in having our organization, something they’re so passionate about, be able to do their good work and into perpetuity. No, marcy want to share a story about a joyful donor? Oh, boy, there’s nobody that come to mind. I don’t think i will learn what to do with the cranberry grower. I’m from wisconsin, okay? And his name is guy and please, he was somebody who was involved only as an annual donor until his father got to be older and he was going to take over the crime. Very marsh. And he came to me and he said he wanted to do something something. You know, i didn’t know you wanted to do something for his father and and his father’s health was a little bit challenged. So we talked about what that might look like, and we talked about, you know, and i we talked about what would make him forever feel excited and delighted every time he i thought about what he had done in honor of his father started out in honor of his father, and we looked at what that be connected is being a student. Now his dad really wasn’t a student, he waas. But his dad wasn’t what that be know what that be? Some research because certainly the research had help them be successful. Not went really be he do a lot. Of the researchers. Well, well, actually, that’s. Where it is it’s, about no it’s about the relationship he had with some of the faculty who came out and helped him when he had troubles with the cranberries. And whether that was in off paston, insect, past whatever it was. And so we ended up looking at. In tao ing of researcher two be ableto focus solely on cranberry issues at the university, and eventually the gift that he made through a variety of of different investment was to endow a chair in cranberry research, and his father lived for the first chair to be awarded, and i’ll never forget the day. I mean, i will never forget the day where his dad beamed and he beamed and there was nothing manipulative about it. There was nothing it was it was a marvelous journey towards that outcome, and to this day guy is is pleased and honored and delighted to share that story of what he did in honor of his dad with anybody who would like to hear it most wasn’t important about it is i’ve long since left the university and he’s gone, but we still exchange holiday greetings and we’re still friends, and i understand that you can’t get too close to your donors, and yes, we’re professionals and all of that. But you know what? There? They’re sharing with you some things that are very personal way. We have to leave it there. Marcie. I’m sorry to cut you off. Martin. Marcy, we have to leave it there. I’m sorry, the why do i not have more time with to spend with marcie? I’m but i don’t you’ll find her at marcy, i’m dot com and on twitter at marcy hime thank you very, very much for sharing. Thank you. Tony was delightful to be here next week. I just don’t know have i ever let you down? Sue me if you have to, but you know it’s going to be a good show just don’t know what it’s going to be if you missed any part of today’s show, i castigate you find it on tony martignetti dot com i was just i just don’t know aboutthe singing this year does not sure responsive by pursuing online tools for small and midsize non-profits data driven and technology enabled pursuing dot com, our creative producer is claire meyerhoff sam lever, which is the line producer gavin dollars are am and fm outreach director. The show’s social media is by dina russell on our music is by scott stein thank you for that information. Scott be with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great. Kayman 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 and and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.
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Steve Daigneault: Everyone’s A Winner
When it comes to digital testing and learning from the results, there are no losers. Steve Daigneault and I step through lots of tests on font type and size; wording; single-button versus multi-button appeals; and several more. He’s senior vice president at M+R consulting and we talked at the 2016 Nonprofit Technology Conference.
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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host oh, i’m glad you’re with me. I’d suffer the embarrassment of dis navia if you talked about missing today’s show everyone’s a winner when it comes to digital testing and learning from the results, there are no losers. Steve daniela and i stepped through lots of tests on fun type and size wording, single button versus multi button appeals and several more he’s, senior vice president at m and r consulting, and we talked at the twenty sixteen non-profit technology conference and political giving what’s the value of knowing your potential donors, political donations and where do you find the info plus summer conference is you need to know about maria? Simple is our prospect research contributor and the prospect find her on tony’s take two time off. We’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com here is steve danu with me from the non-profit technology conference. Welcome to tony martignetti non-profit radio coverage of sixteen ntc the non-profit technology conference this is also part of an tck conversations. You know where we are. We’re in san jose, california, at the convention center. My guest is steve danu, he’s, vice president at m and r, and i’m going to talk very shortly. First, have to do the obligatory ah swag item for this interview, which is a coaster and t shirt from. Q give, and they are color coordinated. If you’re watching the video, you can see that if you’re not watching the video, you can go. Teo riel, ariel, tony martignetti, which is my youtube channel, and find the video there. This joins our swag swag pile for the conference. Not much of a thud on that one. Sometimes they thought, you know very hard, but not that. Steve. Welcome. Welcome, todo. Thank you. You are senior vice president at m and r what is m and r? We’re em plus sign on. Plus our yeah, exactly where, eh? Ah, consulting agency. We have one hundred five people around the country working to make change in the world. We will only work with non-profits sixty five of our staff for sixty seven work on our digital team doing digital fund-raising and advocacy strategy campaigns reporting acquisition fund-raising all that’s alright and those sixty five are related. Tio what? We’re going to talk about your your session topic was step right up. Everyone’s a winner that’s because you ran it like a sort of a carnival sideshow type. Correct, but the the meat of it is bunch of digital tests exactly you’ve you’ve done or you’ve seen done or yeah, no, they’re they’re actually. Ah, digital test that we have conducted with our clients just in the last six to twelve months. So they’re actually recent tests very current and the audience was to vote up or down whether this was ah, successor. A failed test item. Exactly. We had scorecards. People voted, they kept score. And at the end, we had a winner on a carnival prize that we give away what you give away the giant stuffed pink teddy bear which was very embarrassing to carry around. And we encourage the person to carry around all conference. I have not seen it. I know i haven’t either. So i don’t know what happened. Then maybe the person is s o committed teo, fulfilling their promise that they just decide to stay in their room. I feel if i go public on i have to wear this. Strap this thing on my back or carry it around. Yeah. No, i’m not not gonna go public, all right? So you have a bunch of we’re going to get to all of them. But you have a bunch of these digital tests? Yes, very short. And you flashed them on the screen. People voted yes or no, right? Whether this was good or bad. Exactly. Well, there was you either voted whether the control one we had a control, which is the existing version of whatever it was we’re testing against. We have the test version, which was the thing that we thought would do better. Okay. And then we had a third option, which was a thai where there really was no difference between the two. Okay, and that’s what people would vote on? All right, so let’s, get started. You’re going to use your laptop. But you also explain, since we can’t see the cards what’s gonna nudge to prospects. What does that mean? S so we actually had a bunch of these tests. Several clients of ours tested what we call a nudge, which is on a donation form where you see an ass string, various dollar handles, and we’re okay now already. Stop tony martignetti non-profit radio. We have george in jail. Oh, now everybody must not know a nascar string. And what was the other one? I don’t remember your jargon. Dale’s. Great. Serious. Okay, no, don’t scoff it, jorgen. All right, let’s. See, let me start over. He asked on a on a donation form a tte, the top of a donation form. There are little radio but ends or other buttons with ah, gift amounts. You know, like you would select a twenty five dollar gay. After you select the button with the thirty dollars gift or hundred dollar gift and that’s how you start the donation form well, on a nudge test. Well, that’s an ask drinks. So that’s called a nasty trick. That’s called a mastering. Exactly. And each of those dollar amounts inside of a butt in each of those are our, um, dollar handles. No, sorry, they’re not dollar handles, but what we’re testing is a nudge is a an arrow that points to one of those dollar amounts with a little sentence that says most people are giving one hundred dollars right now, please give what you can so it’s a is that a true statement for most of these organizations? Yes, it is a true statement, but, you know, and fund-raising sometimes there’s a little wishy washy licenses taken on way point to and say that most people give it this. Yeah, but actually, i would say most of our clients of the people we’ve worked with have you no kind of they want to be truthful on this. And they and they did. Most of the tests were actually truthful. Okay, s o okay, that’s. A nudge. So that’s a nudge exactly it’s a suggestion it’s an and so the nudge to prospects the prospects are non donors. They’re people who are on your email file who have not donated yet when they click on the appeal linked to donate, they’ll get the test version that says, you know, most people are giving this amount, and we’ve tested this a bunch of times and what’s the answer doesn’t work two percent of the time we’ve tested it, it works, it actually improves either it will improve the average gift that’s more likely, that is that’s. The place where you more likely to see on impact is on the average gift. It will improve the average gift, or sometimes it also improves the response rate. But fifty percent of the time it works all right, fifty percent of the time we tested it, it had no impact, and when we’re looking at the difference and these were all tests, we were running in the last six to twelve months. When we looked at the differences between the tests, we noticed that it was important one of the things that was important to do if you’re doing a nudge was to use language that had some urgency in it. So the ones that worked where ones that said, you know, most people are giving one hundred dollars, right now or today, something like that, and so that was that was one of the recommendations we would make. Latto organizations that want to try this is to include some kind of language that has emergency in it. Okay, all right, you’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation really all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s 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 well, what else we got? That’s. An excellent one nudge to prospect way learned from technical language. Okay. Yes. All right. So for a couple of groups we’ve also test. Sorry. I just had outstanding. Okay, good. Yes. Excellent. I’m sorry. No, no, no. I have information. You thank you. Thank you. We’ve also tested font type and size inside of email appeals. This is typically we have a couple of clients that have older. Ah lot of a lot of our clients have older audience, especially donors or older audiences. So we wondered if you know a font type where that maybe the letters and spacing of the letters are a little bit more open or the font size. You know, something a little bit larger would improve the response of the appeal, and in one case, it did improve it thiss was toothy aarp foundation so sort of makes sense. But it was it was a slight increase. Howto eight percent hyre conversion rate thie appeal that used instead of using aerial, it used cally brie, which is in a more open font. And the font size went from twelve point two sixteen point, so eight percent way. Through significant it is it all of these tests well are statistically significant that is the technical term, but an eight percent hyre conversion rate is a little bit better, it’s not an enormous amount, but it helps. Ok, yeah, all right, another pretty common test that we’ve run something we’ve run more than once and we’ve seen work often is a five making a five dollars suggested asked to prospect so that’s two non donors again and inside of the appeal this test in particular that i’m looking at one version had make your tax deductible gift of fifty dollars or whatever you can afford and the test version said, make your tax deductible gift right now pitch in five dollars or more and the that my boy is non-technical days are pigeon pigeon, like i’m thirteen pitch in all right, so that’s a pitching instead of making a donation? Yeah, so there’s a sort of some other differences there, but the the thing that we’ve tested more than one place is suggesting a much lower dollar ask so five dollars versus fifth and the test group in this case had a twelve percent hyre click through rate a thirty three percent hyre conversion rate. And um although the control group, which is the group that had the fifty dollar group overall, had it hyre average gift, the test group raised more money and had mohr revenue per recipient. So that ended up being the winner. So the test group, even though it had a much lower average gift overall, it converted many more donors and had generated much more revenue. I’m standing all right. It was only ten percent of the of the other asked, but it generated more revenue. Yeah. It’s. Amazing. Important. I think that’s important to point out and the conversion rate is converting a prospect to a donor. Exactly. Ok. Yes. Ok. Yes. Ok, cool to five dollars. Ask five dollar. Ask it’s. Definitely a good one to try. Pita, you know, we we we tested the five dollar asked for peeta. This was interesting. Um and it’s it’s killed it. I think that the five dollar asked generated more almost three times as much revenue as the version that didn’t have asking it on then our client contact said, well, why don’t we try ten dollar? Ask against the five dollars. See if we because the average gift was low. I mean, that is the thing that happens when you suggest five dollars. You do get people that give only five dollars. So we tested ten dollars versus the five dollars, and the five dollar asks. Still one still generated more revenue. That’s something. Yeah, now that i think it’s something i think would depend it would really vary across organisations. I think that is true for peter because, you know, we tested it for pete, and we know that’s true for their audience. At least right now it is. But for other organizations, that might not be the case. And you might see a ten dollar win. Okay, um, so adding paypal on the donation form as a payment option? We’ve tested that a couple of times. Um, and this is interesting. I think pretty much every time we’ve tested it. I would say at least if not every time, almost every time ninety percent of the time we test this, it wins. Adding paper papel helps improve the conversion rate. Um, how much it helps? Depends on the organization. We we do see that, like, for peeta again, for example, they they actually receive a fair number of international visitors and donors to their donation form, and that audience in particular likes to use paypal. I think it’s it helps to avoid the us specific fields they khun use the fields that they have in papal, and we also see that sometimes papal, adding the papal as a payment option can help improve the conversion rate of your mobile donors. People who are visiting your website on a mobile device you know, it’s a pain in the neck to kind of enter in all of those fields on a mobile device. When your aunt, when you sign into papal, all that stuff’s already entered and so you just have to enter in your user name and password and boom, you can make your gift alright, esso, in this one particular option test, i’m looking at the adding paper only improved the conversion rate by eight percent in other tests i’ve seen improve it up to thirty, forty percent. All right, another interesting test i think that i was sort of surprised by, but we’ve tested it multiple times with different organizations and it always wins is using the word renew two prospects so asking non donors instead of, you know, typically what you would do to non donors is you would send them an appeal and you would say, become a member or donate yes, ah, the test version would say instead, renew now renew your support and in this case, union of intern scientist when they tested this, the renew language had a forty eight percent hyre response rate and an eighty eight percent hyre revenue per recipient. And you said this one, although that was pay palate. You’ve always seen it increase. Oh, no, this one you know, this one to this one, this one always work to be you’re ignoring the fact that i’ve i’ve never been a member don’t insane. It is completely a lot it’s insane, it’s really weird counterintuitive what do you think is behind us? But i know i would read that say we’re how connive freakin renew. Well, what’s funny, you know, i’m i’m renewing what’s funny is, you know, sometimes when you go to these focus groups, you know, sometimes non-profits have focus groups of their donors or their supporters and though include people that are on their email lists in these focus groups that have not donated, along with people who have donated and people don’t remember they don’t even know or remember who a lot of times this is true, they’ll you’ll have non boners in a focus group talk about how they’ve made a gift and how of course they’ve supported this organization that’s remarkable and and i think it’s just it bears out that, you know, sometimes people think of their support and, you know, if they’ve taken an action or they’ve given you their email address, they feel like they are supporting you in some small way, and so maybe, you know, using this word renew sort of like, i don’t know, i don’t know what’s behind it, but that was a wild one. Let me see if i can find find the other one here because it happens every single time we test it on and it’s and it’s crazy, i would say, you know, if you took some action but didn’t donate, maybe then further your support would apply but not renew renew suggests i’ve i’ve already given i’m a member and i’m renewing my membership or renewing my gift. Yeah, eso this what drives? Me crazy. All right, great to know it is, yes, all right, let’s, get over my amazing what else we got? Um let me see here. So we ah, this was an interesting test. We ran with the central park conservancy. Um, they were you know, sometimes when you go to websites, you’ll get a little light box that pops up asking you to give your e mail address. Sign up for their email lists like boxes is not the not the hijack. Its the translucent one. Yeah. See the page. You can see the website behind it. Yes, it is. It is ajar durney term. I thought maybe you would be. I would be put in charge in jail for using the word like box. You’ve heard it before. Okay. Okay. All right. So what is the right language to use on a light box to encourage people to give their email address? That was the question we’re trying to answer. When we ran this test with central park conservancy s o we had we had a beautiful image of the park with a very simple email form to fill in your e mail address in your zip code with a button on. Three different versions were essentially testing the language inside of the light box. The first version said me see if i can pull this up a little bit bigger so i can see it love central park sign up for insider info and ways to support the park version two said get the inside scoop on central park be the first to know what’s going on in the park unearth park secrets and get special offers and mohr version three said love central park then you’ll love our emails. Ten out of ten central park squirrels agree get the best of central park delivered to your inbox s o all right, and i was i was down on number three until you invoked the squirrel naralo first line number. My voice again the first line on number three was turning me off. But ten out of ten since quarrels that one turned me. I did a complete one eighty on those three. So i’m gonna vote for version three. As as the winner. Winner yes. And ah, the one that one was the not so cute more planes playing and straightforward one which was get the inside scoop on central park. Give us your email address. Version three. The cute one with squirrels came in second, so so so it was actually version two version to one exactly, and just say it again. What version to say, version two said, get the inside scoop on central park, be the first to know what’s going on in the park, on earth park secrets, get special offers and mohr. Alright, first to know special insider people like that it’s also the most sort of straightforward one it’s like. Listen, give us your email address, we’ll give you some things back. The other ones are a little like mohr keet see, like love central park. My squirrels were cute. Yeah, disappointed. They didn’t win. All right, this was an interesting test. We ran with the american cancer society, which was. Does putting a dodie does putting a video on a donation form help? Getting a video on a donation form so this is where the person is click through already, they’ve already clicked. Donate now button yes, and they’re on the actual form they’re going to fill out. Yes. Is there a video and there’s a video embedded on the form? Exactly. And this is a very common question that non-profits have. Okay, the question is, does it raise the average? Yeah, person’s already donating so well, there has the conversion stage there. No, there, they haven’t donated yet. Well, they already committed to write. They’ve they’ve clearly made some kind of ah, they’ve done something to show some interest in donating law they would say made us took a substantial step. Yes, they have taken this step there, there on the there on, you know, they’re almost through the process of giving and a lot of non-profits want to know, like, you know, should we use these? We have this great video or they think, it’s a great video. So, you know, i think it’s subjective ah, and should we use it or not on our donation form, maybe it’ll help. And so we tested this with the american cancer society and there was no difference, okay, there was no difference. Now i won’t say that is the answer for any non-profit i think it really matters the video. I mean, what is in the video really matters that really counts. I think in this case it didn’t make a difference, and i think the people at american cancer, our clients, i think they wanted to use the video and so were like, if you want to use it that’s not having a detrimental impact, go ahead and use it. It’s fine. All right. Very, very diplomatic. Yeah, exactly. Um, you want more testers? Let’s? Do i just you scrolled through multi boat button versus single button. What was that about? Ah, sure. This was kind of a very specific tests that we ran on the website of the smithsonian. They had a promotion, sort of a promotional area on their website that encouraged people to donate, become a member or sign up for their newsletter. And so there were that that was the control it was the promotional area had three different things. Was asking the site visitors to do one of these three or all of these three things. And we felt like if we made that promotional area, just focus on one thing. We would see an increase in revenue. And so we tested the control, said, you know, there’s a little text that said make wonders happen, give jay or become a member. There’s a little bit of, you know, copy couple sentences saying why should become a member. And then there were three buns. Donate now membership get e news and the other promotional area had essentially the same text make wonders happen, give today or become a member. But there was just one button and it said, join us ah, when we tested it, there was no difference. So, uh, so your own hypothesis. Yeah, i mean, failed. But this is why we test. Yeah. I mean, i would say, actually, ah, it’s it’s ah, if we have a good hypothesis when we test it it’s never a failure, we always learn something. So what we learned was, it doesn’t matter. Okay? It doesn’t say i’m not using diplomatic language. It’s not diplomatic know fairly. There are no failure. Thie digital test whoa! There’s that’s, right, everybody’s a winner. That’s. Why you’re everyone’s a winner? Listen, like, when you are testing your learning and when you’re learning, you’re winning hyre i have nothing to say xero this is this was a super interesting test? Actually, we just got the results of this. This is a very fresh test that we just finished in january for peeta, they run are actually why i think it was in february, we ran a monthly giving recruitment campaign, huh? This. Ah, you know, we try to take one time donors and convert them to become monthly donors, because then the retention rate goes up, their value overall goes up a lot on dso. In this campaign, we tested on the donation form. You, you know that the control donation form had, eh and ask string, which that’s that’s jargon, but we’ve explained earlier, so had radio buttons where you select the gift amount. Eighteen dollars monthly, twenty one dollars monthly. Twenty five dollars monthly, thirty five dollars monthly or enter your own amount. And the test version. Had a new addition next to eighteen dollars monthly. It converted that eight that the dollars per month amount in two cents per day. So it said eighteen dollars monthly. Just sixty cents a day, twenty one dollars monthly. Just seventy cents a day. Twenty five dollars monthly. Just eighty three cents a day, and so on. When we tested this actually the cents per day lost the control that on lee had the dollar amount ah, converted mohr one time donorsearch co-branded and what i mean, there is it didn’t have there wasn’t a difference in the amount of monthly donors that converted, but when you get to the page, there is a way to not donate monthly and just donate one time as well. And the simpler ask string without the sense per day converted more one time donors and so overall it generated more revenue, and this is we’re not sure why that happened. We kind of want teo test it again, honestly, because we felt like, you know, this it helps to break down the monthly gift in a smaller amount, but very intuitive. Yeah, but and and you see, it used a lot, you know? You see it on tv and those d art direct response television ads where you see, you know, but that just means there’s well, there could be a few things going on. They don’t follow everything that every that you see other people do because they could be falling off a cliff, right? This could be organization. Specific, right? Right. You’ve made that point four times, right? You know, but i have to highlight with the first one on first when i said there’s, a lot of bad practices out there. Yeah. See something commonly done, right? It’s the best way. That’s, right? Yeah. Okay. That’s. Why we test that’s? Why? We want the winner every right. We’ve gotto give us one. Give us one. You could explain quickly. We got time for one more. One more quick one. Alright. Ah, let me see here. All right, so, here’s a quick one. Not due in less than a minute. Okay, so we’ve all seen? I don’t know, but maybe you’ve seen a lot of the the president obama donation form. It starts it’s a it’s multi step. You’ve got one screen where you select the dollar amount. You click next. The next screen you enter in your name, you click next-gen next screen versace, all of the fields on one page you tested that we’ve tested that we’ve actually tested it multiple times. We have to move ahead. Go ahead in this in this in this test that we just ran, there was no difference we’ve tested. It previously with other organizations, we have seen a improvement using the multi step form. Yeah, so sometimes it works. Sometimes it doesn’t. Sometimes it doesn’t matter. Okay, we’re going. We’re gonna leave it there. Ok? Sometimes it works. Sometimes it doesn’t. But how do you know? Test? Yes. All right. Yes. All right. He is steve danno, senior vice president at m plus r. Thank you so much. Thanks. Yeah, thanks for sharing. Great. Great. Sure. Absolutely. Thank you for being with tony martignetti non-profit radio coverage of sixteen and t c political giving with maria simple coming up first pursuant velocity it’s one of their online tools. It keeps your fundraisers on target by prioritizing their work, their activities day in weekend, week out measuring time against goal making smart decisions about what to do day in, day out, following up on time i’m filming up with donors following up on time. I don’t know what he meant by that. But following up on donorsearch meetings and potential donors and of course, the dashboards, the management tools that go along with all this fund-raising management leadership you gotta you gotta have administrative tools so that other people can see what the progresses day to day, week to week it’s all about time against goal. This tool was created to help pursuant fund-raising consultants manage their own client campaigns. That means you get the pro tool to manage your campaigns. You don’t need the consultant. You could just use their tools. Well, you got one friendraising or or it’s a whole team velocity. Check it out. It can help you raise more money. You’ll find it at pursuant dot com now, tony steak too. I urge you take time off this summer. You are in a e-giving profession. You work hard, acknowledge that accept it and in orderto give to others. You need to take care of yourself. So i beseech you, take time off this summer and disconnect. That should be mean. Ideally that’s. No email, no work phone, no work texts, no posting and social media for the week or however long you could get away it’s breaking away from work you’re giving and giving and giving you have to take for yourself. So i do urge you take some time for yourself so that you when you come back and for the rest of the year. You know, you could be at maximum giving for those people that you’re helping and working with day in and day out. Take care of yourself this summer, please. That’s tony’s take two maria simple you know her she’s, a prospect finder, she’s a trainer and speaker on prospect research. Her website is the prospect finder dot com, and her book is magnify your business tips tools of strategies for growing your business or your non-profit of course, i should say that’s, her latest book, she’s our doi end of dirt, cheap and free, you’ll find her on twitter at maria simple. We’re simple welcome back, so great to be back with you, tony. I’m very glad. Thank you. Uh, i’ve missed you. I don’t know maybe it’s been more than a month. I’m not sure if it feels like it’s been just has been too long, so i’m glad that it has been awhile. That’s that’s ok, i’m so glad to be here. Thank you very much. All right. Political giving it’s a presidential cycle that is big news, but tune into time non-profit radio for breaking news we’re in a presidential cycle this year. Uh what? What do? You think the value of knowing political donations is, well, you know, it could be interesting to track this for some of your major gift donors before seeking a visit with them. It could it could give you an indicator really, of how much they’re able to give to your organization. So, you know, it kind of speaks to that capacity piece of the picture, um, so you know, they’re regularly donating large sums of money to political campaigns, you know, they could be likely a major gift qualified, you know, candidate for your organization, um, and and also if you’re of organization happens to be, i don’t know politically charged, one way or another, it would be good to know, i suppose you know where your your donor’s life, but also, you know, maybe maybe, uh, let’s let’s say, for example, a non-profit has its its mission somehow in, you know, in arts education, and you find that your prospect has donated maybe teo somebody who’s who? Ah, a candidate or, you know, a current, um, senator, congressman, whatever it is that is also involved in creating some sort of funding for arts, education or arts organizations, you know? It would be good to know that they already have that particular, um, tensions, right, for wanting to give to your type of a cause. So it could have, you know, a number of things to do with donating to non-profits and it’s. Kind of interesting, because many of the elektronik screening tools really build that into the level of data that they provide for you. So all the major screeners bring political donations into the reporting. Well, interesting. Okay. I haven’t seen one of those lately. Now, one of things we don’t want to do is start talking politics while where having lunch with our potential donor. Yeah, it’s probably a good idea not to do that. But again, just this part of you know, when you’re when you’re sitting down doing your your your donor profile in advance of your visit with them and you’re you’re looking at all the various data points that you want to collect because you’re looking for capacity to give but also affinity, right? So in in looking again at that capacity pieces especially, you know, what are they giving politically? You know, this year over, you know, how many years of period of time you want to go back and take a look at at the donor, the political records. So, you know, you can really kind of get an interesting picture to see, you know, even, you know, has somebody given democratic and then republican and then back to democratic so it’s kind of interesting to see too sometimes, you know, are they giving across the board, or is it really very focused? E-giving in their political donations? Okay, that sounds like enough motivation, right? For why this can have value for you. Definitely. Yeah. Okay. Nothing else you want to add there? No, i think you know it’s. Just it’s a good piece of the puzzle to have in your donor’s crow file reports. I include it whenever i’m doing ah donorsearch profile for one of my clients, i always look at at whatever i consigned online in terms of political donations and just really include thie. Just a snapshot of what that political e-giving looks like. All right. Cool piece of the pie. One one thing. One thing to look at, not not to give it or undue weight. Alright, well, your are doi and of their cheap and free. So i’m hoping you’re gonna come up with some, uh, some resource. Is that that we might turn two? Absolutely. Well, really the source of all the data. Even all the other organizations that might be compiling the data. They’re all getting their initial source from the federal election commission. So that website is f e c dot gov and so that’s really the place where you know any other people that are compiling the information or getting it from anyway. So you may as well go straight to to that source and get it directly there yourselves at ftc dot gov, can i just start searching? For people’s names, you can you definitely can. You can look by individual contributor so you can have a little information is just their their their last name, their first and last name? Um, and then, you know, with with more common names, i typically like to look at the more advanced search page, you know, and stead of just looking at the portal that that gives you access to, you know, searching just by name. It’s great to be able to search by state, for example, on dh, so you would want to click on the advanced search tab for sure so that you can focus it down, especially when you have a common name, you know, it’s tony martignetti you’ll probably find him without too much trouble. Oh, yeah, i’m eminently findable doesn’t doesn’t matter. I don’t need ftc dot gov, just just new tony martignetti at the very highest levels and you’ll find it. Ok, well, now if if we know the person owns a company or controls the company or founded a company, should we, i presume also be searching that company name. You know what will happen is part of the data output you will. Get that company name um, so, interestingly enough, when when you are looking at the thie, the list of contributors uh, are you looking at a specific contributor? Let’s say and in this case where you look, you have an individual’s name, you’ve looked them up, and you found their record. You can actually get quite a number of interesting pieces data from that i’ve actually found people’s home addresses because i’ve been able to find them as giving a political donation, and they might be an unlisted person, you know, in the phone book, for example, but if i have a sense that they might be a political donor, i’ll go straight to this database and i’m able to pick up on what a home address would be. Ow goldmine there, you know, right? Yeah. Absolutely, absolutely. So you get their home address, you get their, uh, their employer name and you get there. They’re title, uh, at the company. Oh, outstanding. All right. Well, let’s, let’s, pursue these gold mine. Now i have their home address. Right where you’re the you’re the researcher. Where? Why? What can i do with that now? Well, if i were, you know, at this point, then i would say, all right, well, let’s, get a night now that we know where they live, let’s get a sense of okay, well, what? How much is that property worse? Do they own other properties, secondary homes and so forth elsewhere? And so, you know, again, that’s all part of public records, so you’ll be able to find that information pretty quickly to determine what their home is assessed that what they’re paying in taxes, property taxes? Um, you know, again, and you could do that for their primary and secondary properties that they would own now, we didn’t prep this, but can you share some of the sites that you use or maybe just one hundred for for home of home value and property taxes? Well, every at this point, pretty much all tax assessors, um, are are searchable online, even for free. There are a number of fee based services, however, what i found is that if you just google the name of let’s, say the city you’re looking for, so if you’re googling, you know, i don’t know like where i am, bridgewater in new jersey, you’ll probably be able to find it, um, sometimes is the state. Some of the local papers have a have databases. Public records type databases available like like we have here locally tow us. I usually can access a statewide database of property records. Right that way. Right through. Ah mei mei, central jersey. Dot com it’s called, but it covers the entire state of new jersey. Excellent. Okay, now you mentioned thank you for that. You mentioned secondary home addresses. How would you get that? Does that show up? Ftc dot gov also? Well, if they happen to be linking their political gifts to that address, yes, it would show up there, however, usually for me to find a secondary property. I’m looking i’m most of the time i’m using a database that i’m paying for related to property searches and most people who will have a secondary home. They still have tax bills and so forth, their address on record for that secondary property is still going to be tied to their primary property. So very often, if i know the address of the primary property, i can go into one of my fee based databases that i use and then find out what? Other properties are owned and tied to the primary property. All right, so you have to go feed based, typically to find the secondary property. Yeah, well, unless they happen to be listed, and if they are a listed person, if you have a sense, that or maybe ah, boardmember has said, you know oh, gee, they happen to own, you know, property near a ski resort in colorado on dh if you could do it, you know, a search for them online and find an ad. You know that name in, like, a four one one dot com, you know, phone record or something that might be a lead for you to at least go on. All right, all right. But at least if you get, you’re gonna get the primary from fc dot gov. Yes. Okay. Very often they will build. They’ll disclose their home address there. In some cases, they provide their there, tie it to their company address. But i find very, very often people are using more often than not. They’re using their home address for that political donations. Okay, excellent to know. And thanks for pursuing that aggression with me on on home address. But like i said, that’s gold one drill down into that. Okay, so what else? What else? We’re going to see it ftc dot geever we still there with our searches? Yes, yes. So you know, you you’ll find out how much they’ve given on dh you can actually on that advanced search page. You can actually search by a date range, right? So if you were interested in finding out, i don’t know how much money bill gates gave just over the last two years, for example, you could run such a search from that particular sight and then find out all the political donations he’s made just in a two year period of time. All right, that’s, far back as it goes two years. No, no, it goes back much further than that. But what i’m saying is you can actually focus it down, if you know, sometimes you think all right, well, is it really important to know what somebody did in nineteen, ninety seven? You know, it was like so long ago, but, you know, if you’re only looking for, you know, a little bit more currency, go back two years, five years, you know, whatever. You would consider to be current for your reporting on and you know you could make a decision in your own development office is how far back you’re interested in and collecting political data. Gotcha. Okay, you’re restricting yourself, okay? Yeah, yeah, you could definitely self restrict search. All right. Anything else about ftc? Dot gov? I want i want exhaust this free research. I mean, free. Oh, yeah, there’s actually is actually a lot more to talk about. So one of the interesting things that you can do but should not dio is you can do you know, we’ve talked about proactive ah, prospecting tony in the past where we’ve said, all right, well, how can you go out and mine a database so that you’re coming up with names of new new names of people? Right? That’s, that’s a big thing for non-profits who are the other wealthy people in the community or whatever? Right? So you hand mind the data in such a way to find out, put in a zip code and find out who are all the hyre political donors in that zip code. However, you have to be extremely careful. There are there are rules there’s something called the sale and use restrictions of the data, and they say that they saw the data. Have you ever heard that term before? Yeah, they put bogus ones in that that are like fcc employees. Yeah, exactly, exactly. So they can salt each report with up to ten fictitious names. And so what? What ends up happening then is if you send some sort of a solicitation or commercial mailing toe one of the fictitious, fictitious names the committee is going to know that somebody has illegally used the names of the contributors disclosed on its report. So i would just really caution anybody against using it, um for proactive searching because you really don’t want to get caught in a least, i don’t that’s for sure. I don’t know. I don’t know about your lister, of course were, of course, but this is an ethical group, of course, disparage, and i know you’re not disparaging, okay, let’s. Ah, let’s, go out on a break with that with that caution, stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s, aria finger do something that orc. And naomi levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. I’m dana ostomel, ceo of deposit, a gift. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back to big non-profit ideas for the other ninety five percent. Thank you very much. Dana ostomel maria. So i can use the zip code, search on dh, scroll through and find all my neighbors and see who they give, too. Yeah, yeah, yeah. Absolutely could do that. Okay, now, of course, zip code is going to be that’s pretty broad. I mean, you could easily just do it. Name by name, too. But if you wanted teo okay, there’s there’s, a lot of data there in zip code search. Wow. Yeah. All right, all right. Be careful how you use. Yes, it zits seated seated. You said that they say it’s salted or it’s seated. I always thought it was seated. But in prepping for this show, i noticed that they use they actually go. They have a whole paragraph on assaulting and that was my first time ever seeing it. So i learned something new. Justin prepping for the show. Thank you. Yeah, i think they’re brought thie f p c. I don’t think that i don’t think you have a grammar heated. They salt each report? Yeah, i don’t think they have a grammar. Linguistics on entomology team it at fcc. Which which is you know what? Tony latto set him straight. Ah, uh, yeah, i don’t know. There’s something they’re not well. Let it go. F e c. Okay, um, what else? What else? Sounds like this is rich. Yeah, so so here’s. Something to keep in mind too. There are actually contribution limit, so it could very well be for any given year that somebody would like to have given more, but they have hit a contribution limit legally. So for individuals, for example, um, you and i as an individual, we cannot give more than twenty seven hundred dollars to each candidate. Okay? Yes, our election, right? And then there’s also limits for, like, how much individuals can give to political action committees. Um, and, you know, there’s a whole big breakout. So, you know, you could go in there’s a number of websites that cover even if you just google you know what? The contribution, you know, political contribution limits, you’ll get various charts and so forth on this. But it’s very interesting to think that. Okay, well, you know, they you know, they couldn’t give directly to that candidate more than that amount, so what they do is they end up giving tea, you know, they give to these political action committees they give to, you know, you’ve heard of soft money score so there’s there’s ways, kind of around it and that’s why a lot of this discussion happens about, you know, reforming the way, you know, political donations are going on in the country, but, you know, i didn’t want to, you know, just let everybody know that there are indeed limits as well. Now, maria, no amount that you and i could give. Are you aware of any? I don’t know, maybe there’s shadow places where we can weaken gets info on some of this dark money? Um, well, you know you can you, khun? Definitely, you know, from through the federal election commission also there’s another website called open secrets dot or gyu khun definitely look through, look through some of their reports a cz well, um, yeah, i mean, really, if you just google it, you’ll come up with a number of places where you can get all this data for free, but i think if you know, if you kind of bookmarked for yourselves the website and open secrets some he’d be doing pretty good. Okay, cool. Open secrets. All right. All right. Um, what else am i going to know, too? That non-profits themselves. And, you know, i’m sure most non-profits know this, but they’re actually prohibited from making contributions to federal elections. I think, you know, most of us know that. But since we’re talking about political contributions and this is a show dedicated for non-profits, i thought we should leave. But that out there and we’re going, we’re going to have jean takagi on in the next week or two a couple weeks talking about the limitations on political activity. So all right there we already do that show. We did that show he’s not coming up there. Here. He did it, it’s coming up. Sam says, coming up. Okay, yeah, you know what, it’s a good year to be talking about all this force top of mind for everyone. No, i’m trying to think whether we did it already or it’s coming up, i think we’ve done it. Yeah, we did it. We did it like two months ago or so. Yes. So, jean takagi, you googled you. Go to my site. Twenty martignetti dot com look for jean takagi. All his shows will come out. And yeah, we talked about the limits of of permissible activity and and the grey areas and the tests and all. Yeah, yeah. That’s already been covered for god’s sake. I got to get with it. All right, it’s already done. It’s done making promises that are making promises that already kept was talking about talk about under promising, promising things that i’ve already done. Okay, what else you got? F come on f uc dot gov. Well, you can also, if you were interested in finding out starting with a political candidate’s name or even buy, you know, political committee, you can you can really drill down the data. So so, for example, i’m looking at a page right now for the twenty sixteen presidential campaign finance. And so it has how much money has been raised by all candidates and then they start breaking it down. Democrats, republicans. And then they start naming the individual candidates. Um and so what you can do is from there, you can start drilling down much further. And saying, ok, who’s giving to a particular candidate. And then from there, you can drill down even by state, and a man buys it. Okay, okay, this is all in the advanced search, so we’re still nfcc dot gov, right? We’re still on the f d yes, you look for presidential campaign finance reports and you’ll be able to find exactly, you know, how much is being given by people in your state to a particular candidate. Okay, that could be interesting. All right, now we have just about a minute and a half left. So is there anything we haven’t covered that? Anything else anyplace else? We got to go besides ftc dot gov and an open secrets, you know, there, there are definitely other places. But these are the two that i seem to, you know, they’re the ones that i go to all the time because i know that, especially with the ftc that’s the source of the data that everybody else’s, you know, accumulating anyway. So, you know, i like to keep it simple and just go straight to the source right to the source, okay? Any other restrictions that you’re aware of besides that? One that you cautioned us about on the seated salted, salted sounds like maybe that somebody who’s like a margarita fan or something, so they’re salting they’re they’re salting their rim and they’re writing their narrative for the site of the same time. I don’t know, but salting is not difficult correct arm seeding is the correct term. Anything else that we need to know about restrictions? Well, they do have an exception that they do list here, so that this is kind of interesting, so for some non-profits that i don’t know, maybe could get around this. Um, it says it says specifically here it says that the sale and use restriction does not, however, applied to the use of individual contributor information in newspapers, magazines, books or similar communications, as long as the principal purpose of the communication is not to solicit contributions or to conduct a commercial activity. So if there are non-profits listening, who, you know, do some type of research reporting, you know, if if the primary focus of what your non-profit does is to report news of some sort, then then you can go ahead and pull together thiss individual contributor information again, so long as you’re not using it for the sole purpose of soliciting a contribution, all right, we have to leave it there. Maria simple. The prospect. Find her, you’ll find her at the prospect finder, dot com and at marie, a simple thank you, maria, you’re welcome, great to have you back next week. Bring joy to your donors with marcy hime. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. We’re sponsored by pursuing online tools for small and midsize non-profits data driven and technology enabled. Pursuant dot com. Our creative producer was claire meyerhoff. Sam liebowitz is the line producer. Gavin dollars are am and fm outreach director shows social media is by susan chavez. On our 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. Buy-in what’s not to love about non-profit radio tony gets the best guests check this out some death golden this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address card, it was like it was phone. This email thing is right and that’s, why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It zoho, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.