Tag Archives: nonprofits

The Stuff Behind Charitable Gift Annuity Rates

acga_logo_150pxThe American Council on Gift Annuities announced last week that its suggested rates for Charitable Gift Annuities, or CGAs, would remain unchanged from last year. Here’s a look at the assumptions that lead to the rates.

The Council meets at least annually to review its rate recommendations and consider adjustments to its assumptions.

Clients often ask where the rates that 95% of charities rely on, come from. They come from five assumptions.

1. Your charity will realize 50% of the face value of each gift. At the death of the one or two people receiving income from a CGA (the annuitant/s), what remains from the face value of the gift is transferred to your charity. If it’s a $25,000 gift annuity, you should get $12,500. For that to happen, the other assumptions have to hold. What’s your experience been?

(The annuitants are usually the donors, but not always. Think of a donor couple arranging for an adult child to receive payments for life.)

2. Annuitants will comply with mortality assumptions. I know people who I hope long outlive their projected mortality. There are a few others who are welcome to go at any time.

ACGA uses the Annuity 2000 Mortality Tables. (Click the link to see how long the National Association of Insurance Commissioners says you’ll live.) There are two tables, for male and female. To be conservative, ACGA assumes all annuitants are female (live longer) and one year younger than their real age (so they’ll get a lower rate of payment).

Mortality is a complex subject. It’s based on large numbers and doesn’t apply to individuals, so if you don’t like what you see in the table above, there’s still considerable hope for you. But, for gift annuities to work there has to be an assumption around each annuitant’s life expectancy, and mortality tables are the best we’ve got.

3. Your charity will pay administrative fees of 1%. That’s taken as a percentage of your gift annuity reserve fund, which many states require. My clients are small- and mid-size charities. For their gift annuity programs 1% is wildly low. Five to 8% is more what I see.

What’s your experience?

4. The reserve fund will earn 4.25% annually. The reserve fund has to be invested and the Council assumes you’ll earn 4.25% each year. That’s been highly unlikely for the past 3 to 4 years because all but the largest reserve funds are conservatively invested. Deduct fees from earnings and that’s your earnings net of expenses. For a lot of charities it’s a negative number recently.

What do you see?

5. Annuitants are paid quarterly. Payments can also be monthly, semi-annual or annual. Quarterly is most common in my experience. If payments are less frequent then your reserve fund will enjoy a higher balance as money remains in longer. Most charities allow donors to choose their payment frequency.

Those are the assumptions that translate into the Council’s suggested rates for immediate payment gift annuities. I haven’t covered deferred payment annuities.

A history lesson: in the mid-90’s there were two federal antitrust cases naming ACGA as defendant and alleging price-fixing in the rates. Congress twice stepped-in with laws to protect ACGA, gift annuities and all the charities (and others) that rely on the recommended rates. Check out this short summary of the legal drama.

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Amy Sample Ward

Nonprofit Radio, April 19, 2013: A Conversation With Amy Sample Ward, Part Deux

Big Nonprofit Ideas for the Other 95%

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Tony’s Guest:

Amy Sample Ward
Amy Sample Ward: A Conversation With Amy Sample Ward, Part Deux

She’s our social media contributor and her new book is “Social Change Anytime Everywhere.” We pick up where we left off on March 15, to talk about your fundraising plan: scheduling; testing; staffing; budgeting; and tips for your website campaign. Amy’s dad Tim joins in to share what it’s like raising a social media scientist.

 
 


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Zoho welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host feeling a little raw today little tender it’s friday, april nineteenth, and with what happened on monday in boston and then on early wednesday in west texas, the explosion in a fertilizer factory, of course, monday was the marathon bombing and now today, all kinds of craziness in boston, and maybe now, even on a train between boston and new york, we’re not really certain least that’s the latest i’ve heard as of, uh, one o’clock eastern, so yeah, i was goingto ah, i was going to implore you, teo to goto, itunes and ratan review the show, but that just doesn’t seem like it’s. Ah, really has a place today. We’ll deal with that another time. Just give your thoughts. Teo to boston and and watertown, massachusetts. Also a lot of stuff going on was bullets and explosions over in the overnight onda also thinking about west texas? I do hope you’re with me last week because i’d suffer it would hurt if it came to my ken that you had missed followship with alison fine she’s the co author of the network to non-profit and has been thinking lately about opening organizational culture to allow non-profits to be more reactive to the interests and motivations of their followers while still keeping goals in sight she shared her thoughts on followship and social media boundaries are legal contributor jean takagi from the non-profit and exempt organizations law group in san francisco suggested rules for your use of social media it can’t be a free for all for your employees and volunteers and jean had helped to keep you out of trouble this week a conversation with amy sample ward part do she’s our social media contributor and her new book is social change anytime everywhere we pick up where we left off on march fifteenth to talk about your fund-raising plans scheduling testing staffing budgeting and some tips for your website campaign and i’ll be chatting with amy’s dad also between, uh, well, between the half. Ours uh, roughly thirty two minutes into the our tony’s take two my block this week is keep your marketing simple. I’m always pleased to welcome amy sample ward to the studio she’s membership director at non-profit technology network and ten, as i said, her most recent co authored book, social change, anytime everywhere about online multi-channel engagement the forward is by two time guest of this show, craig mark, the founder of craigslist and craigconnects no, sorry work that in there that has been on the show twice, her blogged is amy sample, ward dot or ge and she’s at amy r s ward on twitter welcome back, kayman sample work. Thank you for having me back. It’s. Always a pleasure. Um, i guess my one of my first my first question is on the cover of this book the word’s, any time and everywhere. I’m showing her the cover now to remind her of the are separated. But they are not hyphenated. Why? Why aren’t they hyphenated the way proper english would be any hyphen time? Because they’re in different lines and every hyphen. Where where is the copy editing on this? On this cover? Yep. I don’t think i’m gonna let you just go by with this job. It’s it’s apparently thie design aesthetic. Okay, which you had no control over, i guess. Hyre okay. Okay. I think this should be hyphen. I mean, i think these things are important in a language, all right, but it helps you enunciate the title very well. Any time, every right. Trying to learn how to spell her. You would think that any time was two different words. And and it’s, not it’s, not everywhere is not two different words. It’s. True. Okay. Um let’s. Ah, i like to reflect a little bit. Okay. We talk all the time about online engagement and with what’s been happening this week. If you are engaged online on your charity, does nothing at all related to anything around violence or maybe victim or family support or politics of guns. Your charity has nothing to do with any of that. How do you respond? What do you do online, too? Let people know that you’re conscious of what happens in the world. That’s outside your own. Sure. I think i mean first i would say i understand the argument of, you know, we don’t work on the politics of gun issues, however, you probably work with people and ultimately in any crisis or disaster, people are involved, you know, and reminding your own staff that it’s not just about bombs or terrorism, this is still about people and treating whatever response, whatever communication you have next in that light that there are people involved in this, i think helps you just take the right tone regardless of where you go next, because you’re then being responsive to what if it was you, you know, you would want someone to treat you are your city or your issue like people were involved. Next, it’s a great opportunity to go check any scheduled messages you have any tweets or facebook post that air maybe already scheduled about something else. Also, look at your content calendar. You know where we planning on sending out an email appeal this week? That was, you know, using the story of this great little kid, and now maybe we don’t i want to do that story or maybe not that message it all this week, you know, not that you have to completely shut down. Every organization didn’t stop this week, but trying to be responsive, teo, the fact that, you know, even in your own goals, you’re probably not going to get the analytics or the metrics you wanted, you know, no one’s going to be clicking through that email anyway, if that’s not what’s on their mind. So looking at not just scheduled tweets, but what’s on your what’s scheduled to go up on your block what’s scheduled to go out and email looking at all of that immediately so that you can either put things on hold, readjust change, maybe which story was going to be in a newsletter? You know, there’s things like print ads or direct mail that that that’s already out there, you know? But people also don’t look at the newspaper and think, i can’t believe that this ad ran like because in our minds, we know that that’s not like a real time media, and we know that that’s program six weeks in it, right? Exactly, but when you see something go up on twitter, you know, when you everyone else is just watching twitter for news updates it it really does feel a little bit more. Careless because they know that you let it happen. You know, you could have changed that tweet. We talk a lot about engaging with people online. Not so dissimilar lee from the way we engage with people face to face, you know? And when when i saw you earlier today, we you know, i told you that i was feeling raw and sensitive and you know, that was that was really basically after right after hello. Yeah. So, you know, i’m doing that in it, you know? I’m sure i’ll do that with friends. I meet for dinner tonight. It’s not it’s, not unlike online when you can have a conversation about this or at least share your feelings when it really it just doesn’t deal with your data your day to day world, right? It’s it’s never going toe. I mean, i don’t want to say never as if any statement could ever be, you know, all all encompassing. But for the most part, it’s not going to hurt your organization to say something like, our hearts are going out to the victims and here’s a link to resource is or hears, you know, the the google spreadsheet that was created to help, you know, people say i found this person or this person is missing, you know, like that it doesn’t hurt your brand, it doesn’t hurt your cause, even though you might work on a totally separate mission to say, hey, we know this is happening, and we want to make sure that we’re one more post in your facebook stream that’s pointing to resource is instead of to something else, okay, excellent. Sabat well, we’re going to pick up with where you and i left off last month. It was march fifteenth with the fund-raising plan, we have just met and a half or so before we go away for a couple of a couple minutes, why don’t you just tease a little bit? Share what, what we might be talking about with respect to a fund-raising plan? Sure, i think last time we talked kind about the components of the plan and this time we can get and i think to the nitty gritty, a little bit more like what does a bee testing really look like in a campaign, especially in real time? How do you figure out what’s working and keep kind of iterating as you’re in the middle of the campaign and then also what does that look like for your organization? Who’s involved once the campaign is live, is it just that development director or other staff? You know, playing into that campaign on then even what does it look like on online? What is what is your website need to do to be responsive to the campaign? Okay, maybe testing. Yeah, i don’t i’m not sure that that really qualifies for jargon jail, i’m not really feeling like putting buy-in jargon, and it probably doesn’t even really qualify. But why don’t you just explain what a be testing is? Sure. So for the most part, you could test everything on your website just by saying, well, it’s, their people are clicking on it, they like it, but it’s a little bit more scientifically valid. If you say have two buttons and people when they came to your website, they’re being presented with one of two buttons, and then you can just leave it up for a few days and say, gosh, anyone that saw the blue button clicked three times more than anyone that saw the red button, for example. So, it’s, just changing one component at a time with two versions, so that you can figure out which works better and then start changing the next thing. And you’re directing people to both of them? Yes, simultaneously. Yep, i guess, randomly, exactly. Okay. And you, you have an excellent example in the book about the the clinton bush haiti fund, and we’ll talk a little about that. Ok, we go away for a couple seconds. When we come back. Amy and i will continue this conversation about about her book and and your fund-raising plan. Stay with us talking alternative radio, twenty four hours a day. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? Hi, i’m ricky keck, holistic nutrition and wellness consultant. If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s, six for six to eight, five, eight five eight eight initiate change and transform your life. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s. The answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to big non-profit ideas for the other ninety five percent, not too many live listeners today, i’m suspecting that a lot of people are if they’re online, they’re looking at cnn or some other some other news source that they trust. But i will say, live listener love out too. Forest grove, oregon and new bern, north carolina also since shu taiwan ni hao and for korea, we have listeners in seoul and young in korea. Buy-in yo haserot glad that you’re very glad, very glad that you’re with us. Thank you. Um okay, kayman sample word let’s talk about some of these details of of a be testing. What does this look like? Well, you can do it. I mean, even though we used the example before of your website, you can do it on anything. You know, you could do it in an email. Newsletters on little microsite, it’s. Just a page essentially, whatever. Wherever you’re trying to put content out, you could do a be testing. So it could mean different photos, different buttons, that text it could also mean having a photo or no photo. You know? Ah lot of organizations will do a b testing specifically around fund-raising with on that on that donation page, does it have a photo or does it just have the form or, you know, does it show maybe a image of some sort that shows, like, how they’re using the funding, for example, or what the project looks like that they’re asking for money for or again, is it just the form, you know? So and that’s it it’s going to change it’s not going to be the same for every single organization? You know, you have to do that testing because if especially if you’re an organization that’s used a lot of images in your campaign in your appeals that’s, you know, that it’s driving people to remember what, what this is all about maybe having that photo there again, we’ll just keep that emotional tie to the campaign. But if it’s your raising money for something that you haven’t been using, that kind of graphical support for, well, maybe people would get there and say, why do you have this random photo of a child up here? You know, so so you want it to be consistent, but you also want a test to see. What’s going to get the most completion on that form. Okay. And so i just said quickly before the break. But you are you are you randomly? Your technology is randomly assigning people too different a and b version that’s what? They be testing it first of a and b version. Is that right? What happens? So there are all different levels of sophistication, so you may be using a tool. Google has a, uh, baby testing tool. Optimize. Lee is another pretty sophisticated tool to use for that, especially around your website. But with email marketing, you could just say we want to send, you know, half the list, this message and half the list. This message or say you have a thousand people on your email list, send the the first one hundred message a the next one hundred message be and then wait two hours, see which one had more opens and then say, great, we’re going to go with that message to the other eight hundred. Okay, so this could be that instantaneous. We’re just a couple of hours. Exactly. Okay. Okay. Now, an email, a popular thing to test is a subject line, right? You could be having different versions of a subject line, right? Everything else would be the same. Exactly. The message inside is the same. But having, you know, a call to action versus you know anyone, regardless of which side you support anyone that’s on a political list. You’ve seen them testing those subject lines. You see messages coming almost every day during campaign season. Sometimes it just has one word. You know, sometimes it has your name in it sometimes it’s a really long call to action and that’s just those campaigns testing out what’s getting the most people to open this on the on the fund-raising landing page side, you have the example of the clinton bush haiti fund. They changed something so subtle, just the words within the button that you click right. The red, they have a red button and i have i’ve read that red is a very powerful colors. Red is supposed to be a very good button color for donate now for donation buttons or buy buttons. So they changed it from submit that the word in the button was submit to support haiti, and they got a fifteen percent increase in dollars per page view just something so subtle is that exactly and part of that, you know, some organizations think, well, we don’t want to write submit because normally, you know what we want them to do is donate or whatever their word choice, maybe, but if you have all throughout your website, if you keep using the word support, support us through your donations, support us by taking this action, and then someone gets to a page where there’s a button that says donate well, it feels really weird because you’ve already been consistently using this it’s other word, so that consistency is important, you know? And again, if if you go look on your website now and you see that on your your donate paige it’s the only place you say the word donate but the rest of the time you really are talking about, support us financially. That’s an opportunity to do some testing because maybe donate works for your organization, and you should change those other places where it says support or the other way around. Okay, excellent example, right of potential testing. Another thing they did there. There’s. This little geo trust verified icon. I guess that it’s a trustworthy site, right? Forgiving? Is that what that is right? And there are all different kinds of those, you know, whether it’s charity navigator, geo trust like all those different things that say, basically, we’re not goingto take your money and do something else with it, i guess again, there’s different levels of what these other certification sites mean to, but some places have found, you know, some organizations found that by putting those kinds of seals of approval, i guess you would say on the donation for more on the button, they saw a big increase, but others have found like they did. You know, when you when you take it away, you actually haven’t they well, they decode, they had to do when they when they took that away, they lost five percent revenue right per page view. Exactly. There’s a trusted icon similar to papal, verified on the commercial side. Exactly. So people have gotten really used to even if people don’t necessarily know what geo trust is or they don’t know what you know, charity navigator is they don’t know what they are, but the fact that it says it’s verified, you know, someone’s looked into these people, give some amount of trust, some of the things that you suggest it could be changed on dh tested form fields, how many form fields you have the donation amounts that air suggested those little radio buttons that you click ten, twenty five, fifty hundred and that’s a really big into change especially, you know, certain campaigns have found easy ways to to mix that up because if they had a number involved in the campaign, you know, if if the campaign was around ah, holiday and it was on the thirteenth or it was a military campaign and they wanted to use the six as there number, and so then you just have increments of six, and you, maybe you say sixty is the default. Whenever organizations test that out, often they find people that the hyre number really does get donated because they’ve just mixed it up a little, you know, they didn’t defaulted to ten, you know, they put it up there a bit because people will still put it down if they want to have a smaller number, you know, but showing kind of the idea with where that preset radio button. Selection is is basically trying to say this is the average gift. This is the normal donation. So it’s not, you know, we’re expecting you to do this, but, hey, most people are doing this one. Thats why its preset on sixty. You know, eso it just encourages people. Tio not think oh, this is just a ten dollar or that’s. Just the twenty five dollar normal donation, you know, so putting different numbers in there that are, like, thirty three and, you know, throws people a little. We have. We have tim sample on the line, tim samples called, and this is amy’s. Dad, he called in last month. Tim. Tim sample. How are you doing in oregon? I’m doing good. Doing good and plays it’s it’s already done, or or a gun or gone where? There’s no evil or we’ll help you. Oregon. All right, there you go. You go. Oregon. Are it’s not gone? There’s? No e at the end. Oh, thank you. Alright, oregon, but i’m right in the middle of work right now, but i’ve had an opportunity to come down on my desk and lock the doors. Nobody bought it. I’m at your disposal. Thank you, tim. You know, i wanted to ask you. I have here with me. You know, this little kind of sort of shrinking kind of wallflower, you know? Never not very engaged. Not very out there. What? What? What is she always like this when she was growing up? Oh, you’re talking about my daughter? Yeah, i know. I know. It’s. Hard to tell. Yeah. Yeah, alright, now, but without the sarcasm has always been a type a personality. Yeah, and always always engaged. Like, was she in? A lot of i could’ve asked her, but it’s more fun to ask you. Was she out there? Like, in activities in elementary school in high school? I mean, she’s, the online engagement, everything poster poster will do you good. Everything she could possibly get involved with. She was involved with her mother, and i tried to give her every opportunity to try every sport, every activity you wanted, you know, you know, as parents, we tried to do that for her can. My god, you’re a good example of amy. I tell this story. He probably doesn’t remember it. But in the second grade, i said anything. You got your homework done? Well, yes. He had two next day’s homework done the whole weeks on. John had read three chapters ahead. It was the last time we ever ask her if she had her homework done. Never had to worry about amy school or anything. Okay. And always self directed, always always getting right with it. And and i feel like he is right now. I know and engaged also always engaged with the public. Yes. Absolutely. Absolutely. How did we know that she’d end up a consultant and someone that people look to for advice about online engagement? Did you see this coming? I thought he’d be president united states by now myself? No, no pressure. Thanks, dad, but i didn’t want to go into politics. I amy always had a sense of what was right and wrong, you know, always interacting with other children. You know, she always knew what was right or wrong. She never made bad decisions that i can see. And if she did, she so well, i hit way didn’t know about it. All right, we’re back, but, uh, she has a sphere of alligators. Is that is that you’re doing? Is that is that you’re doing, she has a fear of alligators. Is that you’re doing fear of alligators. You’re not aware of this? Well, we don’t have many alligators over here where we live in oregon, oregon in oregon, oregon. No, i know. I never knew he had any fears at all. It was an example after a trip to florida. And tony will let me live it down if it comes up to you. Okay. Yeah, i have a fear of snakes. Oh, i don’t think i pass that on to her. I don’t know if alligators are reptiles like snakes are alligators may or may not be reptiles. Maybe maybe look together. Alright. Alright. We’re gonna let you go back to work, tim. All right, perfect. Thank you very much for calling the opportunity. We thank you that we don’t know if your daughter by tim sample. Okay. Goodbye. All right. I want to have some fun. Do that that’s fair. Okay. This’s. Tony martignetti non-profit radio. You are in charge of the shop. Future president. I know i the bar’s pretty high now. Yeah, i in fact, when alison find was here last week, i asked her if she thought that a presidential candidate could emerge outside the two major parties from online on. And she felt that it could eventually, but that we would see local, local lance’s first mayor’s maybe governors or senators, you know, but more local than presidential right away. But i was i had you in mind. I had your president cha operations. I don’t i want to. You know, there’s. Another election coming up it’s true only only only few years it’s. Really? Not all that far away. So exactly. Okay, but she felt it was possible. Do you think it’s possible for a for their previous president there emerges online. Yeah, especially. I think around someone from a grassroots campaigning background not political, necessarily, but someone that’s that’s already actively working online to bring people together for other social issues or other co kinds of campaigns. So so someone who’s in it in that way, i think, could easily cross over to say great. Well, now i want to run for for an elected position versus i’m just going to be the organizer that keeps this. Keeps this movement going. Okay. You have anybody in mind? Apparently i need to put myself in the street don’t talk about other candidate. Exactly. Were we stupid? All right, i will go on the record. What’s up today, never mentioning another candidate. All right, um, let’s oh, there was one more thing. I want to point out that matching gif ts is another possible, maybe another another possible testing. So oh, exactly the existence of or how big a match might be, right? Especially, you know, something to think about with phrasing of matching gifts is there’s the version of, you know, if we get to this number, we get that same total matched or every ten dollars gets matched. So then people think, well, my ten dollars isn’t going to mean much to this really big pot. We have to get two of twenty thousand, but if instead you say the matches, you know, dollar for dollar, whatever you khun give, how does that affect your community? Because some communities may really get behind the idea of, like, having to get to that really big number together and other communities want to feel like they’re five dollars, was still matched and still meant ten dollars, for the organization. So think about the way you use the match in your campaign, and several weeks ago, we had a university professor on from university of chicago. John list talked about scientific research around matching gift does. Does a three to one match necessarily pulled more than a one to one match, right and where and on dh, also, in the phraseology of the match, what you’re describing and that will show was on february eighth of this year. If you want to hear discussion about the scientific research specifically around matching gift excellent, we’re going. T take more of a break, another break, and when we come back, we’ll talk more about who gets involved in the campaign, some budgeting, maybe some calendar ring and things like that, and also tony’s take, too, of course, comes before all that. Stay with me. Good evening, dick, dick, tooting, getting dick, dick, dick, dick, you’re listening to the talking alternative network waiting to get in. Nothing. Good. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. Dafs you’re listening to the talking alternative network. Oppcoll lively conversation. Top trends and sound advice. That’s. Tony martignetti non-profit radio. And i’m janna agger’s, senior vice president, products and marketing from blackbaud. Durney welcome back, live live listener love for berlin, germany joined us good noggin on dh time now for tony’s take to my block this week is keep your marketing simple i’m going to try to adhere to that right now concise, informative, jargon free, i think it’s not easy to do, but i do think it’s worth striving for it just makes your communications so much simpler on the receiving end, whatever, whichever way’s you’re communicating, achieve least shoot for simplicity. My blog’s is that tony martignetti dot com, and that is tony’s take two for friday, the twenty sixth ono were who wrote this friday, the nineteenth of april, and that is the sixteenth show of the year. Amy who’s, who should be involved in this work and how are we going toe? I estimate the time that’s going to be involved in our online campaign? Sure, i think fund-raising campaigns just like any other campaigns organization, maybe running advocacy list building, you know, community engagement, etcetera can’t be thought of as something that’s completely contained within the fund-raising department, because ultimately there are e mails and there’s this a b testing on the website and all of those other components require all different staff from different departments, so it’s an opportunity to to create, i think, processes we suggest in the book where you will have regular opportunities for staff across departments, not necessarily like on all staff meeting, but staff across departments that are ultimately all creating the success of that campaign to come together, whether that’s like every week or however your organization wants to do it, to have a meeting where you’re all in the room at the same time, or all on video chat or whatever you want to do so that everyone’s talking about it. So as soon as you break that campaign down into the people that are in charge of the email never talked to the people that were in charge of actually counting how many people are coming through the form, then you’ve already said, well, we’re not even going to have the best conversation we can have with this campaign staff aren’t talking to each other, so creative process first, so that everyone involved is coming together regularly to talk about kosh. We saw that this button language was the best. Well, the email better have that same button. Language, you know, any maybe testing that you’re doing anything you’re learning about what’s working with the campaign should then be immediately reflected in all the other components. So how you either evaluate ahead of time staff time or recognize all those different pieces are maybe serving the rest of the organization. So thinking of of people in communications is not just communications staff that all they do is communicate, but they also served fund-raising and they also serve advocacy, and they also served programs. So what does that mean as far as your staff plan? And what does that mean for your value evaluation of staff? You know, those communications staff in this example couldn’t just say, well, my job is to send e mail and i sent them, but how, you know, how was your function in this organization, reflective of our success in our fundraising campaign were reflective of the success in our advocacy campaign so that it’s showing that that person isn’t just responsible for hitting send on thousands of emails but showing them even in their own evaluation, that they’re part of the whole organization success, which i think is critical for having all of you dafs buy-in toe working towards your mission. You know as soon as you say, well, your job is just the website. What their job is the web site because it’s serving the mission of helping people understand you know what your your cause is all about and so did did they lead the baby testing that help figure out that that button actually could have, you know, in increased by fifteen percent the donations that’s huge that’s, not just the fund-raising team that’s also that person who’s managing the website. What about the smaller shop? Just a two or three person arts group? I mean, how are we gonna build even ah, modest campaign into what we’re trying to. We’re struggling to keep get getting done day in, day out, right? I think, for smaller organizations, but really, the same lesson applies to everyone. Ah lot of of the components of the campaign are actually developed way in advanced. If you’re collecting stories actively as you are working with your community year and you’re keeping those stories not just on a piece of paper in your desk, but, you know, kind of like a story bank you have you have ah, bank. You could draw from of all these different stories then in that moment when you need to create a campaign, maybe it’s a response of campaign because some horrible event has happened and you want to make sure people are aware of your services. You know, for example, you have that content. You don’t have to then spend a week developing. Okay, who’s, who from our community do we want to talk to? You know, where could we get a story about our services in action? You’ve already created that content in advance. So especially when you only have two people, the more you can do to just kind of be librarians, you know, tio, cart, chronicle and archive all that you have all the time so that you can really easily just say that’s, you know the book i want that’s the story i want off that shelf and let’s put it into this email. And then again, a be testing is so, i think, critical for really small shops, because if you really can just say we’re going to send this e mail to one hundred people each and then know that the one that got more opens is what we’re going to send, even though it took you maybe an extra five minutes to go back and say, okay, now, send this list. That was a really great five minutes, because it means you’re getting that many more people opening that message let’s, look it. Ah, um, budgeting our campaign may involve some adwords. Facebook, facebook, yeah, how are we going toe? How do we figure out what what we should be spending money on is beyond the time. That also is an indirect, indirect cost, right? First, obviously, you know, you have to have the caveat of it all depends what’s your campaign about where is your community? Ah lot of people have have realized that you’re not necessarily just going to make all of your money from your fund-raising campaign on facebook, but a lot of those people that are participating as donors, maybe on your facebook page. So thinking about how you budget for promotion of the campaign versus budget, for the call to action, you know, you may want to just invest in having ads showing the efficacy of your work so that when people are then emailed a call to donate, they’re like, oh, yeah, you guys do really great stuff. I do want to donate via email because that’s, my, you know, i’ll just click don’t and go to your website, but maybe it’s different for your organ community. Maybe your community doesn’t really know, and they just need to be told, like there was a disaster and donate, you know, it depends a lot in the circumstances, i think it’s also, especially with things like facebook, where they’re changing the algorithm like every five hours you have to do so. May be testing, you have to invest in that a be testing. So you know which of these ads are working better? Do we do promoted posts, or do we do ads? So some of it is just having a reserve of that advertising budget to test with and you don’t have to spend a lot of money, you know, like facebook ads or not expensive, right? For probably fifty dollars or so you could oh, exactly, you attest? Oh, for sure, yeah, and the problem or the great opportunity that could become a new obstacle for organizations, is that when you get in there to do a facebook at our, you know, promoted post, you’re you’re presented with the opportunity to pick like which gender location, background so many details that it can either be overwhelming and you just say, well, i just want to go to everyone, and then you’re going to run out of that fifty dollars budget instantly, you know, or you get so narrow and who you want this ad to go, too, but it never really goes to anyone, so i think there’s a little bit of opportunity, teo play even just with that. That scale of who do you really want to promote this to? Who is your donor and what do you know about them? Which goes back to what we talked about months ago, about how, you know, investing and knowing who your community is first, so that you can say the right things on the right channels, and i appreciate that your advice always is. What are the goals of the campaign right now, and not only to raise the money that that? Well, actually, the campaign may not be about even about money, but may not only be the explicit purpose of the campaign, but also to grow engagement in the long term, bring some new people to the cause may not even buy-in respond to your call to action, but now they’ve joined your community exactly, exactly, and for them this you know, your campaign that maybe their friend donated to was the first time they had heard aboutyou, but they’re now hearing about you in a really trusted way, because they heard that a friend not only supported your work but gave money to your work, and now they just wanted follow along, and eventually you can. You know, encourage them up that ladder of engagement to become a donor as well. And in that respect, not everything in your campaign has to be about the call to action, right? I mean, i know i guess you want the called action to be frequent, but there can be things that are informative beyond the call to action. Exactly. I think a lot of organizations were shook about a fundraising campaign, i think. Okay, first and foremost, they are donating to this campaign. They’re going to donate to this campaign. They really get that out there, and then people donate and then there’s nothing else, you know. So people feel like, well, i did the thing, but there has to be more aiken dio so recognizing that there is always more they khun dio having that thank you, paige pushed them to the very next step. What’s, the next step for you is that great. Thanks for donating here’s the button to share on facebook that you just donated, you know, or is the email confirmation encouraging them to share their story about why they donated so that now you have one more story and your story bank? You know, so think about what people can do to still feel like they’re contributing to this forward motion because they already donated, which is huge, so don’t take someone who’s willing to take a really big action and then just dropped them off, keep them, you know, sustained that engagement and keep them engaged so that you can ask them to donate again, you know, if they haven’t heard from you, and now you’re asking again for them to donate, will they feel like don’t you remember that i already donated? But if you’ve said, you know, hey, share this on facebook? Hey, give us your story, etcetera, and then you say thank you for donating. Please help some more. They feel like yes, of course we are trying to get there together. What is ah, home page hijack for-profit it’s called many things, but basically i’m sure most people have experiences when you go to a website and you just, you know, landed on the website haven’t clicked on anything, and then something pops up. Even the new york times does this you you think you’re going to go? Read an article from the new york times that your friend just tweeted that and there’s a thing that pops up that says, don’t you want to pay for new york times content? Why don’t you subscribe? That’s that’s ah, home page pre-tax, for example, it’s basically a light box that pops up and says, whatever you thought you were here to read. This is what we want you to read and it’s great for people that if they really are just hitting your home page because maybe they were, you know, searching online for something and came to your website, they don’t know or you have directed people back to website, and it can pop up and say, this is what’s happening here is the called action here’s, that big red button that says support haiti or whatever, and obviously they could close out of the box or lorts like autumn, it etcetera, but the fact that it makes it super front and center left, literally front and center on the website helps direct that traffic into the call to action where you could maybe instead of them seeing your home page that’s, you know, normally fairly generic has lots of navigation, et cetera and drives them to a page that’s just about the campaign, you know, really focused. They can see the donate form they khun see whatever helps funnel people just to the campaign instead of accidentally clicking unlike, oh, what is this organization about? And what do you do and what’s? This other thing? I see a photo of, you know, it just helps funnel people in where you want them to go. You have advice about how frequently someone may see that home page hijack, so maybe it shouldn’t be more than once a week person and the technology will support that our exam twice a week per person or whatever you think exactly, yeah, i mean, it’ll where people out if every time they go to any page of your website, they’re getting this pop up essentially, you know, but if you can say yeah, once a week or the first time someone comes to the website because maybe outside of a fundraising campaign, you could use that for many things you could have it say, join our email list, you know, subscribe to our news, whatever you want that pop up to be so if you see that every time well, gosh i signed up a week ago, and i’m seeing it every day, you know, so just may be the first time that i p address hits the web site, you know? We’re going to take a break in about a minute. We want to have some print possibly to be in support of our campaign. I want to just open that topical bit. We’ll talk more about it shortly. Sure, i think print is actually a great medium, especially for fund-raising still one of the main drivers of fund-raising effort so looking again at that piece as a way to frame all of the content that’s going to come later because you’re going to be ableto change up at the very last minute, what you tweet and what you put in an e mail, etcetera. But if that print piece supports that overall called to action, the overall message and maybe has just won fairly general story that you can then really dig into that story of what that person’s you know, experience was or what those services mean to the community. It’s a great way to frame things as a oh, yeah, i remember this, you know, every time. They didn’t get an e mail from you. Alright, we’ll talk more about this and the fund-raising plan in general. When we return with amy, sample ward. Stay with us. You’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping hunters. People be better business people. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Dahna hi there again and welcome back. Uh, anything more than you want to say about print in support of this, i would i would add that prince should certainly be needs to be in this fund-raising calendar with a campaign calendar that we talked about last month and it’s something that we’ve talked about in the past, i forget what episode number, but we talked about competition and how teo, you know, if if you were doing a phone bank, for example, of donations and you and you mentioned the research shows, at least if you were to mention, you know, the previous collar don’t thisyou know people are more inclined to say, well, i’m going to do that if someone else did print is a really easy way to do that as well, because you clearly know where they live, you are mailing something to them. So say, on average, people in your neighborhood donated this last year to our campaign. Oh, my gosh, now they like now i’m going to look in on my neighbor’s like which ones of you donated one hundred dollars? Now i feel guilty, i’m going to donate a hundred dollars, you know? So so keep those same principles that you use online with making it be a riel story, having it connected to something directly when your mission have a very clear call to action. But then take advantage of that local competition that peer pressure of this is this is really, really in your neighborhood. But also this is how people are actually helping us. So you should too. We can also have competition in telemarketing right in our telephone call once just remind i think this may have been last month, but in the way that callers are greeted and encouraged or thanked for their past giving, there could be some competitiveness. Exactly. Exactly. So i’m not just saying like, oh, thanks you want to donate, but also, you know oh, you have reviews caller exactly. The previous collar donated this. And if you can, if you can hear sometimes, you know it’s it’s hard to just make a judgment. But if you could hear that it was a male calling and you could say, oh, well, the man before you donated this if you if you have that opportunity too, to be gender specific, the results or even hyre from studies that say, you know, once i’m told the previous collar was a woman and she don’t even more than me well, man, i want to donate as much as her, so all right, let’s, let’s wrap up our campaign with the thank you’s yes, thank you’s are critical and thank you don’t have to be at the end of the campaign. Thank you should be every time someone’s done something, so when they sign up for that email lists, you know, thank them if they donated, thank them, but also do that thinking in public when you can, you know, you’ll see people in the campaign putting on facebook that they, you know, because they got to the thank you page, the confirmation page, and they tweeted or they posted to facebook that they just donated, well, that’s a great place if the organization is then liking that post you, you know, privacy settings are such that you can see their post or on twitter, the organization is retweeting them to them that’s huge validation the organization noticed that i just tweeted out, you know, that i donated and i’m i got retweeted or i got thanked publicly and that certainly doesn’t take, you know, a lot of effort. You’re not creating any new content. You’re just saying thank you very much. But it can mean a lot publicly for the community to see those individual voices being thanked. How do you feel about the mailing of small small tokens? Oh, yeah, of gratitude. Oh, i think i think a hand written note, even if all it says is, you know, tony, thanks so much for your donation. Amy. It was a hand written note. It had to go through the mail. You know, it means a lot. Exactly. Could be something online, maybe maybe a little gift certificate or a discount to a site or something. Exactly how else can we say the small ways of saying thank you, right? And there are lots of ways where you know it. And ten we can say thank you by saying, you know, to thank you for what you’ve done here is a free webinar, for example, you know, web in our past. But for other organizations, it can also be an opportunity to say, because you donated, you’re now invited to this event that’s only for our donors. You know, so you’re also providing access to something that is otherwise exclusive, and you can use that as a way to say, hey, all of our donors are going to be joining us at this, you know, a local place that everyone knows is really fun or, you know, historic or whatever come join us in this, and it doesn’t have to be, you know, because he’ll be a national campaign, but you could say if you’re a donor, you’ll get the link to the live stream and you get to be there for this interview with our founder or whatever, and even if people don’t want to go it’s still saying, we know tony, you donated, and we want you as part of this conversation, just the act of inviting exact is very, very it is very gracious, exactly in larger organizations that i that i work with, well, often invite people on the other side of the country to a luncheon that we’re hosting in new york city to to say thank you right way don’t expect them to come. We know the observers are tiny that they will, but the act of the invitation what if they were going to be in town for other business where they were going to be in town meeting with someone, and now they can say, oh, while i’m there, i’m also going to go to this luncheon because i donated and that’s really cool, you know, i’ve never asked you this. You’ve been on many times. What is it that you love about the work that you do, this whole body of work that you that you’re involved with? What is it you love? I i love the people like i love that we are in a position to get to support not just one person that we’ve met, you know, and, like, help them do whatever, but we can help hold communities that’s really exciting, you know, or that you can help all of those people in the community know that they’re in a community. I mean, i think that’s the really exciting power of the internet is that people thought i’m the only person that has x y and z here on the only person it’s experienced this, and now they go online like, oh my gosh, i’m not special at all there’s a million people who’ve had this and so part of it is that that feeling of like, i’m not special, but i’m not special because there are so many of these other special people you know, and getting to find them and create community with each other, even when you can’t all be physically in the same room. Her latest book is social change. Anytime everywhere you’ll find amy’s blawg at amy, sample ward, dot or ge once again, a pleasure. Thank you for having me. Be sure and thank him for calling it. I will it’s dad, dad to you? Yes, next week policy versus paper clips a conversation with eugene fram he’s, professor emeritus at rochester institute of technology. Dr fran is author of the book policy versus paper clips introducing non-profits to a corporate model of board governance to cut out the minutia from your agendas so that the board can focus where it should on policy and planning. We’re all over the social web. One example twitter can use the hashtag non-profit radio to talk back after the show. Tell us how we’re doing. You could tell me how we’re doing. I’m at tony martignetti you can follow amy sample ward she’s at amy rs board. We know that the army’s for rene handup, our creative producers, claire meyerhoff, sam liebowitz is our line producer and assistant producer is janice taylor. Shows social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Oh, i hope you’ll be with me next week. I’d hate to contract a chronic or acute disease. In the meantime, that’ll be one to two p m eastern on talking alternative broadcasting at talking alternative dot com. Hyre oppcoll are you going to do? You’re listening to the talking, alternate network, waiting to get in. Nothing. Upleaf hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you too? He’ll call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at w w w dot double diamond wellness dot com we look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting are you fed up with talking points? Rhetoric everywhere you turn left or right spin ideology no reality, in fact, its ideology over in tow. No more it’s time. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society politics, business it’s, provocative talk for the realist and the skeptic who want to go what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com everytime was a great place to visit for both entertainment and education. Listening tuesday nights nine to eleven. It will make you smarter. Dahna hyre

A sign that says "Our recipe: Simplicity, Honesty, Innovation. MIx well. Serve anywhere."

Keep Your Marketing Simple

A sign that says "Our recipe: Simplicity, Honesty, Innovation. MIx well. Serve anywhere."
photo courtesy of duncan on Flickr
This ad for ebay™ Now is running in the New York City subway:

     Thousands of items from local stores. Delivered to you in about an hour.

I admire the simplicity and conciseness. It conveys lots of information in two short sentences:

     *We’ve got plenty of items for you
     *They’re locally sourced
     *We deliver fast
     *You know how to find us

Describing my consulting, I strive for the same info density in short descriptions.

     *Planned Giving: I help nonprofits raise money through estate and retirement plan gifts.
     *Charity Registration: I help nonprofits get into compliance in each state where they solicit donations.

It took me months to hone those messages. And they’re still not as exciting as the subway copy.

Can you make your marketing brief, informative and jargon free? Your readers will be grateful. Do you do a lot of speaking? Your listeners will be even more grateful. Readers can stop reading. The people in your audiences probably won’t walk out. But they can tune you out.

Those you’re delivering to will better understand your messages–and it’s good practice for cocktail parties. The second half of this episode of Nonprofit Radio is devoted to dropping cliches.

It’s a challenge to write short and informative, and it’s a skill worth developing.

(ebay is copyright © 1995-2013 eBay Inc. All rights reserved.)

Nonprofit Radio, April 12, 2013: Followship & Social Media Boundaries

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

picture of Allison Fine
Allison Fine
Allison Fine: Followship

Allison Fine, co-author of “The Networked Nonprofit,” has been thinking lately about opening organizational culture to allow nonprofits to be more reactive to the interests and motivations of followers while still keeping Oz in sight. She’ll share her thoughts.

 
 

picture of Gene Takagi
Gene Takagi
Gene Takagi: Social Media Boundaries

Our legal contributor, Gene Takagi from the Nonprofit & Exempt Organizations law group (NEO), suggests rules for your use of social media. It’s not a free-for-all for your employees and volunteers. Gene will help you stay out of trouble.

 
 
 


Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

When and where: Talking Alternative Radio, Fridays, 1-2PM Eastern

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Path to text: transcripts/2013/04/137_tony_martignetti_nonprofit_radio_20130412.txt

Dahna hi there on. Welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Have you read it to review the show on itunes? If you haven’t, i’d be grateful if you go there. I know you don’t have to go back once you subscribe, but i’d be grateful if you would make the trip here’s what some people are saying in reviews gold for non-profits the best non-profits show period although that person had eclipsys after that period. So it’s period eclipsys i’m amazed at the variety equality and depth of his interviews. That person probably thinks i’m shallow. Otherwise he wouldn’t have been amazed he should just be fulfilled and his expectations being met. You have no idea what the trouble i went through to put those three reviews up their different accounts, i had to go to a public library, use the computer there. So please supplement those three that i put up with with your own one two, five star rating and and review the show. I’d be grateful. This is friday, april twelfth and i very much hope that you were with me last week because i would develop acute pancreatitis if i heard that you had missed talk between the generations. Phyllis weiss haserot president of practice development council, is a consultant and coach in cross generational communications think sixtieth, sixty ish boss and twenty five ish employees or seventy year old fundraiser and thirty year old donor-centric ship, phyllis had strategies for understanding and working across the generations. This week, followship alison find, co author of the network non-profit, has been thinking lately about opening organizational culture to allow non-profits to be more reactive to the interests and motivations of their followers, while still keeping oz insight and she’s going to share her thoughts. Also, social media boundaries. Our legal contributor, jean takagi from the non-profit and exempt organizations law group neo suggests rules for your use of social media it’s not a free for all for your employees and volunteers, jean will help you stay out of trouble between the guests on tony’s take two. The irs is still using form nine ninety to inquire about your compliance with state charity registration laws. Sounds thrilling, but i can make a lot more interesting than it sounds. My pleasure now to welcome alyson find she studies and rights at the intersection of social media and social change. She’s, author of the award winning book mo mentum, igniting social change in the connected age, published by wile e. Her latest book is the networked non-profit co authored with beth cantor, also widely published. She’s, a contributor to harvard business review online that’s at hbr dot or ge she hosts a monthly podcast for the chronicle of philanthropy called social good. I have one of those, too, and she blog’s a fine blawg at allison fine dot com. They’re two l’s in allison on twitter, she’s at a fine allison with two l’s welcome to tony martignetti non-profit radio. Thanks for having me, tony. I’m delighted to be here. Thanks, alison. Um, you work at the intersection of social media and social change. It sounds like a crossing guard. Yeah, what’s their what’s it that intersection well on off a lot of activity, uh, and a reshaping of institutional life right now. Uh, whereas what used to be on the outside for institutions are in use on the insider is out and that’s the kind of changing of the contours in the landscape that i’ve been taking a hard look at the last several years. What do you mean what’s in was what’s out was in what it’s in is out? What do you mean by that? Well, so imagine tony, you’re running a small social service agencies surety and there are bloggers out there and tweeters and a whole bunch of other folks who are interested in your issue and they’re looking hard. So those folks who used to be on the outside not really able to see inside are poking around now, and they’re talking about your issues and they’re talking about your organization and on the other side, the staff of organisations, whether organizational leadership of likes it or not, are on social media channels and talking about the organization. Well, so what used to be on the inside is now on the outside, uh, and what it does mainly for very traditional non-profit leaders gear the heck out of them. Yeah. There’s ah, right. Scaring about scared about losing control. Yeah, they already lost control. Go continue to care that they’re going to lose it. Okay, on dh. What are your thoughts around? Followship? What do you mean by followship? So now we’re looking at an environment and ecosystem where organizations are flatter, some by economic necessity and others because they’re using social media and networks better and, uh, there’s this changing relationship, as i said between inside and outside and the reality is tony, that people who are open toe helping causes and non-profits aren’t sitting back on their couches waiting to be told what to do, they aren’t waiting for the latest press release to come out, so smart organizations are understanding that in this new environment they have to lead by following their crowd and it’s a very different dynamic. It doesn’t mean they’re not leaders right there setting big goals and saying to folks were trying to get from here, there, you know, we’re trying to end homelessness, we’re trying to reduce obesity, whatever the big goal is, but we need you our crowd to help us get from here to there, and you’re going to do that by being creative and energetic and working side by side with us. But why do why does why do i, as the leader of this very well run? Stewart lee run very efficiently run very productive social organised social service. Organisation that that i’m head of why do i? Why do i need to follow? Don’t i know the goal? What you say you like to say, oz and and how best to get there? I mean, i have a strategic plan, i have a board we’ve we’ve interviewed like minded agencies in the town, in the in the community, we’ve included our community in those interviews to produce that strategic plan. I mean, i think i know best i’m sure you d’oh uh, but the bottom line is, tony, you might think you know best, but social problems are enormously complex. We aren’t making progress in a lot of areas, and if organizations are very honest with themselves, they’ll see oftentimes the lack of progress and we can’t do this work alone, we have got to do this work in communities with communities, and the only way to do that is to treat people as part of your effort, not the foot soldiers doing on ly what you asked. So you’re taking a look at the fact that, uh, things like hunger and poverty and homelessness and domestic violence and climate change any literal way economic we’ve been at these things for generations, you know, so look, over the last thirty years, the needle hasn’t moved on these things, not because we’re not trying, not because there aren’t smart people doing the work, but because they are enormously difficult to solve, and institutions alone can’t solve them. It’s very dismaying to me is i think about all those things that we’ve been at for for generations, but don’t be dismayed, tony, because the great news is we’ve got this, you know, very vital, robust, energetic new way of looking at the world using our social media tool kit oh, and engaging networks of people to do great things, but you’re very encouraged, okay? But you’re concerned also, that people are that leaders are not engaging in the right way. They’re more following their their written strategic plan or they’re they’re treating as you suggested constituents as foot soldiers, you know, do this now, volunteer now sign the petition now. Donate now come to our event, uh, and and and they are exhausted. I spoke to over five hundred social service leaders in wichita, kansas yesterday. Lovely, lovely people. And they are exhausted, tony and they are struggling financially and they’re getting burned out and this is a large reason why pushing the boulder up a hill by yourself as a siloed institution is not an effective way of working. Okay, we don’t have to do it anymore. We have an alternative. Okay, followship is our alternative that’s? Exactly right? Okay, i’m not just made anymore. I’m already uplifted and just just ninety seconds you turn me around all right? So you want teo, you say, you know, take down silos, break down walls, open the culture wei have just like two minutes or so before our first break. What’s our what’s, our first step we need to know where these people are, what they want to do. The first step is listening. Yeah, right. So the first step is once you have come to the understanding of i need to work different, like, you know, there was a world out there that i can connect with. But i have to do it in the right way. Then you begin by listening. What are people out there talking about in regards to my issue and regards, maybe to my institutions. And how can i best help them more listening than we did in the interview’s for creating this music plan that’s exactly right? I’m in a more natural wave of listening through conversation like tony, right? This isn’t a science. This is being human and asking people tell me what you think. Tell me how we’re doing. Tell me why you were dismayed last year when we didn’t do act. I really think social media provides an opportunity for us to re humanize ourselves out there. So i, as the head of this social, i’d like to be ceo of a rather executive director. Okay, president, ceo of this social services so i khun b or i should be engaging directly. Well, you know, social media is not a spectator sport contact sport made everybody hands on and in order for you to run your agency, i think you’ve got to be engaged with your community. All right? I don’t want to break my collarbone. No, like that baseball player did just yesterday. That would be bad. That was just too much contact. But you can’t go on injured reserve. We need you on the field. Okay, on doubt. I mean, i could be having face to face conversations with my folks, too, right? Yes, thanks for the reminder. I never, ever want to give anybody the impression at social media, a substitute for in person engagement. It augments it, it never, ever take the place of it. We’re gonna pick up right there. We got to go away for a couple of minutes. I’ll have some live listener love when we come back and continue this conversation with alison, fine about followship. She’ll stay with me, and i hope you do, too. Talking alternative radio twenty four hours a day. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? Hi, i’m ricky keck, holistic nutrition and wellness consultant. 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The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s. The answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com konnichiwa live listener love to tokyo and support of japan. Konnichiwa. Welcome back to big non-profit ideas for the other ninety five percent. Live listener love also california. We got san francisco and tustin, california. Welcome, san antonio and clifton, texas live listener love to you as well on dh lots of others to come. All right, alison, what should we be listening if we’re gonna be listening? We need to be asking questions of the folks who are connected to our to my cause. What? What? What questions should i be asking? Well, it’s it’s going to depend entirely on your particular cause, tony and and where you are and your life cycle of your organization you just starting. Are you? You know, more mature. I really strongly encouraged people to actually start by just listening and not speaking. Not something that we are taught to dio anywhere. I didn’t take a graduate course in it, did you? No. And in fact, when i was in the dark days when i used to practice law, i was i was always upset that there wasn’t a billing code for listening or thinking that was another there’s never a code for. Thinking i always had to be doing something, producing some documents, some delivery ble what couldn’t i just bill half an hour for thinking about your case? I couldn’t do it. No, i i understand that. And we, you know, in the nonprofit sector b value, dizziness, a great deal. Uh, but it’s very important to get a feel for what people are talking about, what they’re passionate about, what they’re interested in and then to begin to practice asking questions. There’s a great irony, tony actually have to remember howto ask a good question because organizations aren’t good at it we’re so used to broadcasting, though, used to wrapping up ourselves and talking points that are closed, that learning how to honestly openly, authentically asked a riel question that you want to know the answer to that you don’t already know the answer to take some practice. And, of course, this all feeds into riel engagement in the social networks. Exactly. Exactly think about it, tony, think about the number of times you’ve been approached by a non-profit right that there is a they send you a press release or they send you? Ah, you know, direct mail piece. And those aren’t conversations, right? Those they’re just messages being sent at you. You know, it’s a broadcast broadcast right now think about the difference of if you got from somebody who said, you know, i know that you came to our event last year. Um, how’d it go for you? Would you think about it? What do you think about us? What can we do? Better but that’s a conversation. Okay, okay, now we need to ah, keep our goals in sight. Um, you’re just you want us to be you want me to be flexible and how i get to them. That’s exactly right. There’s a group called epic change epic epic change. Okay, they are raising money to give to for global poverty alleviation. And the way they go into every year is they create a facebook group. They invite their, you know, folks duitz expressed an interest in their cause or rather than few fewer into the group they here’s the goal for the year. We’re trying to raise x amount of money or we’re trying to work in a new country. How we going to do it? How we’re going to get from here to there and people really engaged, it takes those great facilitation skills. That’s what followship is all about right? It’s, not the wild west you’re not just letting it go anywhere it wants to go. You’ve got to be a great cocktail party host to make that happen, right? Keeping the conversation going, but it really is being respectful of the creativity and smarts of your supporters and engaging them in a process of getting you from here to there. What am i going to say to my board that looks at me let’s say this is a five year old agency and i’ve got ah, oh, seven hundred fifty thousand dollars annual budget, right, trying to keep it fairly modest, but, you know, i’d like to have achieved something in five years for pete’s sake. Um, my board expects me to be the leader. What am i going to say to them when i’m asking when i’m asking them to allow the agency to be flexible and taking tio not only take into consideration, but follow the follow the lead of the crowd? Uh, with so if you have a very skeptical board, which would be a shame, right? We really got to think about who serves on board and and why we keep packing them with so many lawyers. Yes, much bigger topics for life, right? Because, lord find on certainly uncertainty very, very unsettling. Yes, you well, now. Ah, so if that’s the kind of bored that you have, what i strongly recommend is that you try followship as an experiment, take one small area in which you work for this year, maybe it’s one fund-raising event, maybe it’s one new program or revamping an existing program and try out the idea you’re not throwing the whole organization out. You’re continuing with the things that work. But you are figuring out a new way to work with people that will be particularly appealing to younger supporters. That’s, i think, is the case you could make any board. Okay, we’ll take it and we’ll take it in bite-sized pieces. Could it be? Could we do this around an event? Absolutely. You had suggested the event earlier. How do we do have a wee look what could have done better? Think about the difference tony of posting on facebook from a group that you’ve liked that says march nineteenth is our gala dinner buy your tickets now from a post echo’s up six months earlier that says we’d like to do a spring event. What kinds of things have you been to lately that you like? What kinds of things do you think we could do and start a conversation about it? Which one do you feel more excited about? Yeah, i’m going to participate in the latter. Mohr you engaged me now i have a pretty sizable ego, though. It’s gonna be hard for me now. All right? So you’ll help me persuade the board. Now, i have to now have to persuade myself that i don’t have all the answers in our community geever so if you feel that you have all the answers, i would suggest social change work is probably not a good fit for you. Therapy is probably wise psychiatry, perhaps even psychotropic drugs i’m already using them. I’m afraid already on psychotropics led me to this delusion. This is really, really hard work now, okay? It doesn’t mean that we don’t need mars confit and people running organizations. Of course we do. But if their ego is so large, they don’t allow other people. To help them solve large community problems, and they’re not going to get very far because these are collective problems that need collective solutions. You’re critical of president obama’s campaign back from two thousand eight what what happened there? I don’t think so much in two thousand eight is as opposed to this last one, so two thousand eight it was great fun, right? They let people come in and gave them a menu of things that you could do and let them go, which is great then they forgot about them once they got elected. I didn’t quite know what to do with a multimillion person proud once they got into the white hot right house because, you know, forbid somebody should talk about marijuana or something that made them uncomfortable. So they put them all into a direct mail, dona base and that’s. What they did this last election cycle was that they had a very clear, tightly controlled, um, ways of managing people as fundraisers and as voters. And that was it. So i found the last cycle enormously disempowering for people. Zamora how they treated the two thousand eight followers. Exactly in two thousand twelve you don’t really think you’re so smart and creative anymore. We don’t really need your help that way. All we need are your checks in your vote. People have a lot more to give them that ego. We know it now. We’ve been in office for years. We know what we’re doing, we know what we’re doing, and we’re going to control this thing to get from here to there. Allison fine is and author most recently of the network to non-profit, which is widely published and that you can find it on amazon. You can also find it on the barnes and noble actually found it a little less expensive at barnes and noble. Um, and i want to send some more live listener love, so to new bern, north carolina, frederick, maryland, and lasalle, illinois live listener love we have listeners in china knee how that’s from shanghai and hei bai, the asian continent very well represented for tony martignetti non-profit radio. Thank you. I’m glad you’re with us week to week. Um, alison, do you think a a presidential candidate could emerge from the social networks? I think what we’re going to see tony is we’re going to see it start at a more grassroots level. We’re going to start to see some layers around the country and then some governors who come up this way. Uh, it’s too hard to try to scale this at a national level first, i think, but you’re going to find somebody who’s very good at this. And, you know, rand paul could be that person because the tea party really get followship or there really are they particularly grassroots organizing online in a way that other people down they are particularly good at online engagement there. Fenton, stick at it. How so? What? What does that they do that you admire? Uh, they allow lots and lots of people to talk very loudly. Right? So being loud doesn’t bother them at all. A part of their dna. Being loud bothers other organizations and awful lot. It scares them. They support local organizing without having a need to try to control all the local organizing. They’re fried or foundation does the same thing right gives you an idea of what you should be doing. So the local p party talk. About these kinds of things, but when and how you do it that’s up to you say the name of the foundation again. You cut out. I’m sorry. The surfrider foundation. Thank you. Surf rider. Okay, they’re fried. Er it’s a non-profit thirty five years old in county started in california to provide coastal cleanup. They have hundreds of, um, chapters around the country. And tony, they basically let them do what they want to do. If you want to mash up our logo, go ahead. If you want teo street cleanup this year instead of coastal cleanup, go ahead. And in the end, the spokes do an amazing amount of work on dh. Just engage thousands of volunteers in this third rider. Like the tea party, i understand that you can provide big goals. You can provide the contours of what we need done and then let people go. Those are excellent examples. I never thought of the tea party as as such a good example of online engagement. But yeah, everything you’re saying is true. They do. They said broad outlines and and then they have hundreds of local activists and i mean and low under the local. Chapters and they’re not worried about descent. They’re not worried about disagreement, they’re not worried about some yelling. You know what happens to awesome with organizations, tony, is they’re so concerned about anything that smacks of criticism that they find it very difficult to step outside in unguarded ways. All right, um, the strategic plan that i’ve mentioned that we my organization spent about twenty thousand dollars on for a consultant to help administer and do the interviews and coalesce, and we had that nice powerpoint deck that they presented to the board a year ago. What am i going to do with my strategic plan? Throw it out. Oh, allison, fine, i said i was being very polite when you mentioned it the first time, and i didn’t bring it up. What a waste of money it was. Well, all right, let’s, talk about it now, because i’ve got my board on board and i’ve set my ego aside. That’s a very big step. Yeah, but it hasn’t solved the problem yet, right? So look how many groups you know that spent all that time and money on a strategic plan. Do everything in the planet at the end. Go the boy. That was the best thing we ever did. All right, maybe one or two over my career. Mainly. What you hear is holy, who spent a lot of time on that thing for sure. And in that process, you know, closer to your community as an organization, right? You had an outside or talk to them a zoho you couldn’t talk to them, which i don’t underst dan oh, that’s interested? Yes, i can’t talk to your community. That’s the core got a scientific approach, tio data collection because that’s the corner of their plan. You know, i was a program evaluator for a long time, tony. So you know, i have respect for people who collect data, but to say that you need an outside to come in and interview stakeholders for your organization, as opposed to the conversations you should be having every day with the people who are most important to your efforts. I don’t get it. And then the worst part, though, is pretending that we can project out years at a time. Right now, when anybody who’s successful in business will tell you right now that you can’t plan out more than a year? You just can’t your troublemaker. I am okay. And i’m small, so people really kind of leave me alone. I admire troublemakers. I like things to be shaken up. It’s a school during you call a pot stirring okay? During, right? Something that pops. Not so much troublemaker. All right, i’ll call you troublemaker. You call yourself a buster? How does the occupy movement do? Just we just have about two minutes left. What’s your assessment of them. I think that, uh, i think it’s fascinating. I think they did a great job of turning out. Ah, lot of people. But i think of that kind of organizing tony like a pointillist painting. It’s one dot and it’s going to take a lot of dots over a lot of time for that thing to mature. It’s. Not over yet. It’s just in its infancy ilsen. Fine. I hope you’re going to come back. My pleasure, i hope. It’s been my pleasure talking to you. Thank you very much. Alison. Fine. Her latest. My pleasure. Her latest book, the network non-profit co authored with beth cantor. You confined it. Amazon. You can find it at barnes and noble and on twitter, she’s a fine thankyou again, alison. My pleasure, tony talking. We’re gonna go away when we come back. Tony’s, take two about some charity registration technicalities and then social media boundaries with jean takagi. Stay with me. Ditigal lending the dude in the good ending, you’re listening to the talking alternative network e-giving. Nothing. Cubine are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Lively conversation. Top trends and sound advice. That’s. Tony martignetti non-profit radio. And i’m janna agger’s, senior vice president, products and marketing from blackbaud. Dahna and i’m tony martignetti tony martignetti non-profit radio time for my take to taxes are on everybody’s mind april fifteenth coming up so i’m talking about the tax form that charity’s fill out the nine, ninety and between that form and one of its schedules, there are two questions that probe your offices compliance with state charity registration laws, which i always think is interesting that’s a federal agency questioning whether you’re complying with state laws. It’s not a good idea too fudge on those questions because you’re nine, ninety assigned by an officer under penalty of perjury. So you want to be conscious of your compliance with those registration laws in each state where you are soliciting donations, it’s not enough to just be registered in your home state if you are soliciting in other states. The post on my block is irs continues inquiry on charity registration compliance the block is that tony martignetti dot com and that is tony’s take two for friday, the twelfth of april fifteenth show of the year jean takagi is with me he’s, our regular legal contributor to the principal at neo non-profit and exempt organizations law group in san francisco he edits the popular non-profit law blogged dot com, and he is at gi tak gt. A k on twitter. Jean takagi, welcome back. Thanks, sonny. How you doing? I’m doing well, pleasure to have you back, it’s, good to talk to you. We don’t want to need to set some boundaries around social media. Why do we need more than just sort of usage guidelines? Well, let me first get some of your opening comments, tony, dark days when you’re a lawyer. Oh, yes. So you have a song about just go i jean i you know, i i love that you love the practice of law, it did not do for me what it does for you, but i appreciate that, tony, it definitely isn’t for everyone. And i heard alison’s comments as well about lawyers finding uncertainty unsettling on probably being deal breakers and, well, now i don’t think she said, did you say deal breakers? I know should i sort of added okay, well, let’s, not let’s, not put words in my mouth because defamation is one of things we’re going to talk about your there we go. So part of the reason why you need you need rules in this game. And so i actually agree with ours that lawyers do find uncertain uncertainty unsettling, and we can sometimes be deal breakers, which are my words and part of the reason why is that? Because if we give advice, tio some organizations and, you know what, consultant were to give that advice and has ninety nine percent effectiveness and ninety nine percent of the organisation it works really well, there is that one percent it might not work well point, and they might actually get in trouble using that advice with the lawyer we can’t afford to do that. We’ve got to make sure that we’re protecting one hundred percent, which means we can’t quite be is aggressive in some ways in other ways we can let organizations and our clients know how we can empower them to let them know what is okay to do and that they should feel comfortable doing it, that it may be part of theirs, their duties in terms of furthering their mission in order to engage in those things. So that’s one of the reasons why, why we wantto have rules so there’s a better understanding of how to play this game of using social media. And, you know, i think, tony, when you play any game, we should read the rules first, right? They understand what you’re doing. My favorite game is monopoly. I don’t like other players to read. The rules just, you know, yeah, i know. And then and then, you know, i have a good eye use the rules of sort of guidelines, and then, you know, i’ll borrow a little from the bank and things like that, you know, at below and at below market rates and things like that let’s go actually into a couple of those things that you talked about borrowing money from the bank, okay? Let’s say, you know, we organize this nationwide effort and have our volunteers go out and create different events fund-raising events in, uh, in different locations throughout the country, on behalf of our organization and furthering our movement. Well, let’s say, we’ve got ten of these things going on in seven go really well, can we gene, can we taken example? I’m thinking of ah, move on dot or ge, they are frequently get their emails, attend an event in manhattan or the bronx or, you know, can somebody in well, they know that i’m in new york, so they don’t ask me to host elsewhere, but they’re certainly doing these things throughout the country. Yeah, and a lot of organizations are now using facebook and and other platforms toe mobilize their supporters throughout the country, right? Okay, so, you know, let’s, say it’s an organization that’s like move on that that’s got a nationwide presence with a lot of supporters throughout, and they’ve got some active people in different locations again, let’s say they’re ten events and seven go without a hitch and raise a lot of money for the organization. But one of the things you asked and when the things you talked about your take two is, are they registered in those states in which the volunteers there suddenly engaging in these fund-raising activities? Because if they’re not, that can get them into trouble, right? Tony, i think you know better than anybody it can is the now the volunteer yeah, they’re volunteer is acting as an agent of the of the organization at that point. Or is that? Is that a question? I think that’s a question and, you know, the more that the organization is telling the volunteer on how to organize the event and what rules should apply to the event and how the money should be collected and forwarded to the charity, i think it looks more and more like it the organization’s event and charity registration has got to be something that considered okay. Now i’m skirting jargon jail. We haven’t talked about jack in jail for weeks. I’m disappointed too many. My guests are plain talking, plain language. I don’t like that like abstruse language talks over everybody’s head. So why don’t you help define define for me? Because i said, are they an agent, but that that actually is a term of art has legal import, doesn’t it? Yeah, so generally an agent is acting on the authority and on behalf of the principal. So if i ask, skew tony and you are except that you’re going to make a donation on my behalf, another charity and i give you the money to make that donation. You’re acting as my agent, your not making your own donate donation of money. You’re donating the money on my behalf. You have certain responsibilities by taking on that relationship. I’m the agent and you’re the principal in that example, correct. So if the charity tells a volunteer agent to start fund-raising them and organizing an event on their behalf, then it’s really the charities event and the volunteers acting as their agent, which means the charity has responsibilities in that jurisdiction. Okay, okay, so the other things that you raised is, well, what if somebody just took off with the money? But if you’ve got a volunteer there but you have no staff presents there and you don’t really know this volunteer, you just sort of engaged with them online, and all of a sudden they’re holding this event for you, and they take off with the money. Now, what happened? What did you do? What? What? Showing a reasonable care did you take to make sure something like that wouldn’t happen then the awful thing is, what if somebody gets hurt at this event and right? And now in this case, it doesn’t even have to be an event that is a solicitation event like maybe we’re just we’re just rallying the troops, but we’re not asking for any money we’re not soliciting, just trying to maybe we’re all watching a video together or it’s some, you know, kind of activist activity, but but no money is changing hands. Go ahead. So something else could happen. Yeah, exactly. Right. So whether it’s just being an educational event, uh and you’ve got some people out there, they’re gathered together under the charity’s name and you know, they’ve gotten together and maybe there weren’t any steps, teo, prevent some risks or maybe it’s like a walkathon, so maybe it is a solicitation event that’s part fun solicitation, but there weren’t these risk management steps that were looked at charity. The cherry didn’t really take any step to make sure that no harm’s could be prevented that were reasonably foreseeable possibilities of that. So those are things that charities have to think about when they start to mobilize their supporters are are the supporters holding their own events? In which case do do those people after register in order to fund raise for another charity? That might be an issue as well? Or is it the charity’s own event, in which case the charity’s got to think about registration and also creating rules of the game again that have to do with holding that event to make sure that the people who attend or the people who have money get solicited are protected? I’ve got two troublemakers on the show today you’re a lot of trouble, gene, you’re asking a lot of questions? Let’s, try toe help with some answers. What? What? What do you know? Right now, we know what we have to think about, but what are we going to do should we not be hosting these events? Or is it cannes insurance help or we need we need written regulations about what volunteers khun do in other places. Where we supposed to do? Yeah, i think we’ve got to figure out first two’s event is it? Is it the charities event? Or is it the individuals that are gathering together that are raising funds on their own? And if they’re raising funds are their own? Are they going to get in trouble? And should we try to help them understand what their responsibilities are in what limitations there are for them to start raising money on their own without being under the umbrella, if you will, of the charity so rules of the game, first who’s event is it, and if the charity has authorized and encouraged it, it should try to protect those people who are going teo organize the event as well as those people were going to attend the event and having rules there instead of just guidelines makes perfect sense to me, you know, you you’re not allowed to, uh, you know, serve alcohol to minors may may seem, you know, very simplistic and obvious, but sometimes when you’ve got volunteers who you’re unaware of, you’ve not screamed, not interviewed them. Um, you’ve got to be really explicit about what’s, okay? And what’s not okay, even if you think it’s obvious. So rules of the game and rules of the event, i think there’s something that you have tohave in-kind also have some people, you know, on the charities staff that or they’re volunteers, if they’re in all volunteer organization really think about risk management of that event, what risks are involved? And should we take steps like having a first date? You know, kid available or having some people there are having a written release and waiver of liability form that all event participants find those air things to think about? And then the charity registration thing on top of that, if it’s an event of any significance, i think you have to really seriously think about that and probably by your book, tony. Okay, or have me register for you. There you go. Now what if the agent doesn’t follow the rules, then? Is the organization protected at least? Well, maybe, maybe not, but what could i have got any colonization playing the agent and sue the agent? But whoever got hurt from that if its a charity, that man is going to kind of everybody. And if the charity has a deeper pocket than the agent and if it’s, you know, just day ah, volunteer who may not have ah, a lot of that worth and the charity may have a deeper pocket, and the plaintiff lawyer will go after the charity in that case and if they’re not register stirred on top of all of this in that state, it’s going to look even worse for the charity in terms of saying, well, you know, we tried our best, and we just didn’t you didn’t weigh had rules, but but the the solicitation was illegal because the charity wasn’t registered in the state. That looks bad. Yeah, your insurance company might, even if you have insurance might say, well, you’re operating illegally. We don’t ensure that well, okay, uh, okay. So we we strayed a little bit from social media, but that’s fine, because we’re talking about events which might be propagated through social media. What about more directly, you know, the advocacy advocacy online? Sure, i mean, i guess he’s a big thing for for non-profits and i’m just a big proponent of non-profits engaging in a lot of advocacy to further their their mission, but social media channels again allow, you know, a lot of questions to rise, like whose message is being sent? You know, we’ve allowed staff members and volunteers in this kind of followship model that that alison is describing in and where everybody’s is contributing, are you going to be sending conflicting messages? And are some of those messages going toe actually be attributed to the organization and not be a communication of the type that the organization is allowed to do? Like an election eri and communication worth jargon jail right durney election hearing endorsing a political candidate which a five a one c three cannot do, but an individual can do so it gets a little grey when an individual uses an account that has the organisation’s name somehow attached, whose account is it? And is that communication? Ok, ok, but what about i mean, alison was sort of seeking feedback from from the community, i mean suppose someone uses their own account to post something on the organization’s facebook page or or points ah, address is a post on twitter to the organization that i mean that’s what the person’s using their own account? Yeah, i mean, would that be ok, though? That’s the organization is not responsible for that one, is it? Even if it’s just on their facebook pages, somebody else posted it? Well, let’s think about that. What? What if it was a really defamatory statement against somebody? Or what if it was endorsing a candidate for political office, tony and the organization has control of that facebook pages being able to delete that comment out of there, should they do it? Or should they just let it sit there? My my feeling is conservatively, you’re going to want to delete something that would be illegal if the charity had posted it itself. Obviously, you don’t want to show opinions and participation of your supporters on the facebook page, but you don’t want, you know, people the flame or defame others, and you certainly don’t want, uh, charity metoo attributed with endorsing candidates or engaging in some sort of private benefit that that benefit thie organizations, insiders. Those can all get the organization into a lot of trouble. We’ve got to go away for a couple of minutes. When we come back, jean run, and i will keep talking about the social media boundaries. And i’ve got some live listener love for the korean peninsula. Stay with us. You’re listening to the talking alternative network. Latto are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Altum have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Welcome back on io haserot for soul, young son and day, john korea on your haserot. Dahna. As i said last week, especially south korea, in our thoughts, lots of saber rattling, you know, i saw i saw seventy something interviewed, and he said, the north is just like a schoolyard bully. It’s, no big deal. Andan. I saw a twenty something interviewed, who said she was nervous and pays attention to where exits are. When she’s, when she’s in buildings. So, anyway, are our thoughts are with you, south korea jane. Let’s, let’s see about okay, so let’s, continue with this online. The all these questions about online your you think that? Ah, non-profit should delete things that it wouldn’t be able to print or ah, post itself on, say, facebook or twitter? Yeah, i think it depends on the channel that you’re using. Sometimes you’ve got listservs where you’ve got a charity, that’s decided not to moderate the contact content, but put in disclaimers that might be one set of rules that applies. But with your facebook account, i think you’ve got to be be careful, especially if it’s a page that’s under the control of the charity, if their comments on there again, that would be hurtful to the charity or hurtful toe. Others that’s something that you might think about the leading, and if it’s obviously going to be in violation of of laws, you’re going to want to report it. You know, it’s against facebook zone privacy or policies as well, but to protect the organization, i think that’s really important, and that gets into what we were talking about earlier about defamatory statements, um, could also be is like harassment? Yeah, absolutely. So you’ve got to be careful, there’s. Some sometimes employees or even managers will use social media channels now to communicate with their people that report to them and got to be very, very careful that they’re not sending messages that if they communicated in real life or by email. This is not all of a sudden. Better because it’s being broadcast on social media. Aren’t there also issues around posting other people’s content? Either me either an excerpt or even just linking to it let’s talk about that? Yeah, it’s a great question. Tony gets a little bit confusing when we’re talking about copyrights on copyright protection there a lot of non-profits out there that are just accepting from other sites and thinking that as long as you attribute that that source that it’s okay, and that might not just be content written content, but that could be photos and music as well. The company presentation, you got to be careful because somebody else owns that content, and just because they’ve published it on the web doesn’t mean they’ve given free permission for anybody else to copy and use it so that can get organizations into trouble. There are some some exceptions for fair use, uh, which might involve charity or commentary or criticism on sometimes for non-profit educational purposes, but that can get really big. Ah non-profits really want to know what they’re doing when they are borrowing or accepting content from other sites or from other individuals, and then suddenly posting it on their own and again, even with attribution that that may not be sufficient. Yeah, attribution doesn’t hear it. So you’ve got to make sure that either you’ve gotten written permission to use that content or you’re using it in a fair way that would not create an infringement liability issue. Okay, but those fair, those fairways, those those are the exceptions that you were talking about in fair use and they’re pretty pretty well defined. Well, not so well defined. Well, ok, they’re specific categories. Yeah, and they’re definitely enforced in different ways in different jurisdictions. So if you just read, you know, website resource on fair use don’t rely on that, but i do encourage all non-profits if you are borrowing or accepting or commenting on other people’s content and putting it up on your own sites to make sure you understand what the rules are, so do look some good, you know, reputable web resources for that and then move on from there in california, we’ve got an organization called public counsel that’s got excellent information on copyright and fair use, and i think other other states organisations could probably look at that stuff as well, because some of the state laws will be similar and just get a general idea of what the rules are and that’s a public counsel c o u n c l e that’s, right. Okay, just a couple of minutes left before we have to go away. Gene. So if there is a violation or something you’re you’re just concerned about you talked about deleting the post, what else should we be conscious of? Well, i think the important thing, especially on a governance levels way talk about board board duties now, tony is the board to develop a social media policy for the organization, so now they think and delegate the drafting out to management, but to have a social media policy and to make sure that everybody using social media on behalf of the organization understands what the rules are and what the risks are, because those those volunteers and supporters want to do good things for the organisation for its missions, they don’t want to go get the organization into trouble, but what happens is oftentimes they just don’t know what the rules and risks are, so educating them through a policy have guidelines for sure, but also have solid rule in place that don’t allow them to. Do things that would violate the law think that’s critical, just like thirty seconds left. Jean how about apologizing on the site where the violation occurred? Sometimes i can work, some sometimes can get you into more trouble, so you know, sometimes you’re just during the pot even more tomorrow how allison’s, where then? And that can create more more divisions, so it sort of look at it on a case by case basis. Look, a senior management, the american red cross put out a tweet before that says this was a rogue treat that says, when we drink, we do it right getting withered. This was a mistake, somebody using their personal account and thought they thought they were using their personal count. Instead, the american red cross account american red cross immediately came up with an apology that said, we’ve deleted the road treat, but rest assured the red cross this sober and we’ve confiscated the keys, humor, apology and everything worked out just fine. All important points to keep in mind. Social media is not just a wild west gene takagi principle of neo, you’ll find his block at non-profit law blogged dot com, you’ll find him. On twitter at gt a kg tech gene, thank you very much. My pleasure to talk to you again next month. Got some final live listener love teo taiwan we don’t know the city, but taiwan welcome and ni hao next week a conversation with amy sample ward reduction part do we’re talking about her new book co authored book social change? Anytime everywhere we started last month and there’s more to cover about your fund-raising calendar and social media. Andi, i’m hoping for a special appearance by tim amy’s, dad hoping we can get him to call in like to have a little fun with tim sample we’re all over the social web can’t make a click without lador a spark a testa trying to say, smacking your head hard into tony martignetti non-profit radio pinterest for example, i’ve got boards for the show and my blogged my favorite board on pinterest, though that i’ve got is women leading non-profits lots of videos of female non-profits ceos like abby falik of global citizen year and marry in wright edelman of the children’s defense fund. If you can suggest some that are missing, please do our creative producer is claire. Meyerhoff sam liebowitz is our line producer, but not today. Today, the line producer is janice taylor. We don’t have an assistant producer, but we struggled through. Janis filled both roles. The show’s social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next friday went to two p m eastern at talking alternative broadcasting, found at talking alternative dot com. Duitz found anything? That dude, in the good ending, you’re listening to the talking alternative network. Get him. E-giving you could hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream. 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You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over in tow. No more it’s time for action. Join me, larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what you’re born. Teo you society, politics, business it’s, provocative talk for the realist and the skeptic. I want to go what’s. Really going on? What does it mean? 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