Tag Archives: nonproift

Nonprofit Radio for August 18, 2017: 5-Minute Marketing for Planned Giving & What’s Fair Game?

I love our sponsors!

Do you want to find more prospects & raise more money? Pursuant is a full-service fundraising agency, leveraging data & technology.

It’s not your 7th grade spelling bee! We Bee Spelling produces charity fundraiser spelling bees with stand-up comedy, live music & dance. It’s all in the video!

Get Nonprofit Radio insider alerts!

Listen Live or Archive:

 

My Guests:

Me: 5-Minute Marketing for Planned Giving

The best person to reveal my wildly simple Planned Giving promotion tips is me.

 

 

 

 

Maria Semple: What’s Fair Game?

Maria Semple

Info you find on LinkedIn about a potential donor belongs in your report on the person. What about Facebook and Instagram? What if the tidbit is embarrassing or compromising, but valuable to your org? Should you friend prospects to learn more? Maria Semple walks us through the ethical conundrums. She’s our prospect research contributor and The Prospect Finder. (Sounds much more interesting than the first segment.)

 

 

 


Top Trends. Sound Advice. Lively Conversation.

Board relations. Fundraising. Volunteer management. Prospect research. Legal compliance. Accounting. Finance. Investments. Donor relations. Public relations. Marketing. Technology. Social media.

Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.

Get Nonprofit Radio insider alerts!

Sponsored by:

Vertical_Color
View Full Transcript

Transcript for 353_tony_martignetti_nonprofit_radio_20170818.mp3

Processed on: 2018-11-11T23:42:20.962Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2017…08…353_tony_martignetti_nonprofit_radio_20170818.mp3.951206405.json
Path to text: transcripts/2017/08/353_tony_martignetti_nonprofit_radio_20170818.txt

Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d become fei broke calcification if you hardened to me with the idea that you missed today’s show five minute marketing for planned e-giving the best person to reveal my wildly simple plan giving promotion tips is me oh boy, i don’t know what i’ve gotten into, but i’m here and what’s fair game info you find on linked in about a potential donor belongs in your report on the person. What about facebook and instagram? What if the tidbit is embarrassing or compromising but valuable to your organization? Should you friend prospects tto learn more about them? Maria semple walks us through the ethical conundrums she’s, our prospect research contributor and the prospect finder this sounds much more interesting than the first segment and ah, much easier sarrantonio take two planned giving timing we’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com, and by we be spelling super cool spelling bee fundraisers we b e spelling dot com all right, well there is not a guest to welcome because, uh, i’m it, um, it’s a little awkward, because although i do a ton of speaking training this, you know that i don’t know, i think it’s very different that’s on a stage, people expect to hear me because i’m in the program it’s not like i just walked in, but i have crashed a few conferences, but they never up on stage. It hasn’t been successful yet, but those aside, you know, i’m in the program i mean, i mean, alright, i’m in today’s program it’s been booked, i’m booked for the spot, but the show is never been me sharing, you know, for, like, for a full segment. What? What i purport to know about planned e-giving or charity registration. You know, i filled in from time to time. Ah, guest is lead or a segment ran short maybe a pre recorded thing man short. And so i would fill in for, like, five minutes or seven minutes or so think is probably the most, but this is, uh this is a different one. This is different experience. Andi, i’m ah, i’m a little nervous about it. My voice just cracked like i’m a fourteen year old. Um all right, well, i mean, i certainly capable, but it feels weird that’s what i’m saying, it just feels different. This is not my typical venue for me to be speaking without having somebody to talk to. Let me just do a little technical detail first, sam is the facebook shared on facebook live shared on the non-profit radio page, can we, uh because i don’t want it just on my personal pager doing facebook live today? I don’t know if maria simple is going to do facebook live on her end, but you’ll you’ll certainly be hearing her when when it’s her turn. But look at me. I’m already rushing to the second segment already know this is this is okay. Not yet. Not yet. Maria, hang on. Okay, so you want to share the facebook live to the non-profit radio page so that it’s called tony martignetti non-profit radio. Okay, i have to do it on mine. Okay, so ah, i apologized, teo, podcast listeners for ah, for this. You know, just give me a little technological moment, okay? I’m in my facebook. Ah, i see. Live what? Ah, sam’s. Gonna say, i’m gonna take my phone and take care of that and of course, you know, we’re gonna get to the five minute marketing tips. Just hold your horses. You’ve got a nerve, you know, nervous guest. Okay, sam is going to take care of that. So five minute marketing i haven’t expanded version of this that i have done at conferences runs on for ninety minutes or so you’re not getting that version. Don’t we’re going to keep to the toe? Keep to the hour. Okay, but, you know, i mean, if you want me, tio training your conference. I love teo. I love to speak just this is today’s a little weird. So so here’s what? I ah anticipate we’re going to cover very briefly. What plans giving is we’ll make sure everyone’s on the same page with that. What kinds of non-profits benefit? Like what? What do you need to have in place before you can start your plan giving five minute marketing. Okay, on dh. What? The radical revocable planned gift are that that we’re going to be talking about marketing for and there’s a lot more plan giving beyond revocable but that’s what’s going to talk, you know, which is like scratching the surface, you know? Well, it’s, not bite off too much. I want you to get going with plant. E-giving and it doesn’t have to be in depth. So we’re starting with the revocable, and then we’ll get into the marketing tips, which is the bulk of book of our time. Okay, i’m feeling a lot more comfortable but it’s still also a little weird now, it’s like fifty, fifty instead of like ninety ten on the weighted to the weird side now, it’s like fifty fifty okay. Plan giving this’s a method of giving that is long term, involves the donors consideration of their long term plans. Their state plans a retirement plans very different than asking a donor, too, right? A fifty dollar check or even a half a million dollar check or a five million dollar check. These thes gif ts involved more personal considerations of family on dh. How your charity fits into their much longer term plan. And then, typically, these are cash to your organization when the donor dies. So again, long term, if you get a sixty or sixty five year old to include you in their will, they’ve got a twenty five, thirty, thirty five year longevity. So long term. You need to have this long term view of fund-raising. Your board needs to have that. We’re going to get to that board support. But this is not the type of giving that is going to pay the five year capital plan. Or or, you know, any kind of immediate immediate budget needs that you have. This is long term fund-raising. I want to stress that the outset that this is not on ly for your wealthy donors, i mean, the five minute mark in tips i’m going to be giving you these these quick ideas, these air, we’re going to be doing these for all your donors. We’re not getting into discriminating by age, um, because these are easy tips. So i want you to know that these are ideas that are appropriate for any donor-centric to get to this is not on ly for your wealthy donors and all of plant that applies to all of planned e-giving people are very modest means can be terrific planned give prospects i literally mean, if they have been giving you fifteen dollars, a year and they have been doing it for many years, like twelve of the past fifteen years, or eighteen or nineteen or twenty years of the past twenty, they are great plan giving prospects. This is not playing e-giving is not only for your wealthy donors, please take that away and that does not applied on ly to what we’re talking to about today. All of planned e-giving people have very modest means, very modest can include you. In their state plan, the smallest plan to gift i’ve ever seen was a thousand dollars in someone’s will and that’s very rare that i’ve seen that only a handful of times in twenty years. Thank you seventeen twenty years i’ve been doing plan giving only seen a couple seen that a couple of times the average charitable bequests in which you’re gonna be talking about a lot about will’s requesting a will, the average is around thirty six to thirty seven thousand dollars is the average bequest, so please take away planned giving is not on ly for your wealthy donors. Um, we’re going to ah, i just got, you know, we’re going to take our break now, and when we come back, then we’re going to get into what you need to have in place, what kind of non-profits benefit what these revocable gifts are that we were talking about and the marketing tips stay with me. You’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Welcome back to big non-profit ideas for the other ninety five percent since people joining us because that voice again joining us on facebook live. I gotta gotta shout them out. J frost hello. Thank you. Interesting subject. You’ve had me. Uh, jay, didn’t we set something up there? I speak about this. Or maybe i did charity registration for you, but j, are you running for congress? I heard that. I don’t know if it’s true. Let me know if you are running. I admire that very much. If you are. If you’re not, i, uh i still admire you, but you’re a little more lackluster than if you are running. Jackie likened jackie, laken maria and and that’s it okay, so far so far. Ok, cool. Thanks for being with me on facebook. All right, let’s, get into which organizations benefit right now. By the way, i feel much more comfortable now. Now. It’s like ninety five five in my comfort in this format, speaking alone. All right, so what do you need to have in place? You need to have individual donors? If you are strictly grant funded government funded fee for service funded, then you don’t have any potential for plan giving. You need to have individual people e-giving from their pockets and that’s distinguished from people who get you corporate gifts from their employers. That’s different you need to have people giving from their pockets, maybe it’s just your board. I hope all your board is giving from their individual pockets. They certainly should be. Lots of guests have made that case over the years, but, you know, it’s limited to the extent that you have individual donors, if you have lots of people who give individual gifts and great that that is a prerequisite also some longevity i’d like to see at least five years in an organization, because what are we asking the donors to do put you in their will or their other long term plans? Retirement said retirement or state plans inherent in that is the belief that your organization is going toe outlive them. And even though there’s, great passion and even fury sometimes around, you know, new organizations, they’re going to live forever. Your donors don’t may not have the same confidence probably don’t that you do when you’re a brand new organization, so i’d like to see at least five years that gives some confidence that your organization will survive the people who make these plan gifts for you some depth to i’d like to see more than just ah, founder and one or two people, same reason longevity, you know, you might have small potential again. Maybe just you’re bored if you’re just a founder and one or two people. But ah, outsiders is going to be much harder to persuade outsiders that you will survive them if ifit’s a tiny organization just a few people. The long term view of fund-raising i explained why before this could be thirty years waiting for cash to come to your organization. So you need to have a long term view of fund-raising um, and you’re bored metoo needs to understand that building endowment, i hope every knows what endowment is just in case endowment is that fund that you never spend the principle of you only spend, eh? Well, you may not. You only spend income and you may not even spend all the income you have a very good year in your returns, you know, in eight or ten or twelve percent year because non-profits are typically conservatively invested, you’re probably not spending that eight or ten percent, you’re spending a lot less like half of that because they’re going to be years when we turned your lower but that’s the purpose of an endowment isto live perpetually live forever. Hopefully, you’re never spending more than income and plant giving is perfect for building endowment because so many plan gifts are unrestricted and they could get put into that endowment fund, and even a lot of the restricted ones can go to endowment of creating endowed funds for aa program of yours. Ah, scholarships or popular if it’s ah, you know, if it’s some kind of school college, anything you know, really a donor could endow just about anything programmatically, as long as you are willing your organization’s willing to continue that program. So plan giving very good for building endowment. That board support. I mentioned any new initiative. If you’re gonna start planned giving, you need to have the board on board and aware of the long term nature of these kinds of gifts six months into this, you don’t want to boardmember complaining, we haven’t recognized any cash. You’re spending time, even if you say it’s only five minute marketing and but where’s the cash you don’t want that so set the expectations correctly at the outset, but your board members know again long term could be twenty, thirty years for some donors until the cash is received by your organization and any type of mission. I really don’t care what you do if you’re saving animals the sky, trees, educating, feeding, sheltering what else can we be doing? You know any of the charitable missions, anything religious, anything, social service, cultural museums. I worked in the north buried, um, you name it. Anything charitable, it doesn’t matter. Everything i’m going to sixth explain applies for you fund-raising across all charitable missions guaranteed um snusz cj frost in answer didn’t answer whether is going for congress. All right, maybe he’s not. Oh, not yet. He says. Not yet. Okay, well, getting there? Yeah. It’s easy for me to say. Why did you do it? Tony? Martignetti plant giving. So when we are ah, yes, this is this has come up for me a lot. Sexism. I want you to avoid not giving women the attention that they deserve in planned e-giving this goes back to january two thousand eleven, you can go to tony martignetti dot com could see the block post. Just just search sexism. A tony martignetti dot com. You’ll see the post i did and one of the comments. So what i’m what i’m quoting now from is from a comment not me surprise, not quoting myself. There were women who said that they had dropped hints, left messages, sent emails or boldly said something about a state planning and planned e-giving two non-profits that they had been supporting and this was more than one woman, it was one comment or talking about friends of hers, and they have been ignore it. I don’t know how that could possibly happen that is gross negligence and oversight just don’t don’t ignore women. I mean, they have money and they live longer than men, so a lot of men are giving the money to the women. But even if they didn’t, even if they had a shorter life span, they’re still half the population, women have wealth, and they want to support non-profits, so i don’t know how these hints, messages and bold statements could possibly be ignored. Don’t let that happen in your office, it’s gross. All right, we’re moving now to the what what types of gifts i’m talking about. The revocable plan gifts the three. I want to focus on our charitable bequests, that’s, a gift in your will. I got more detail on that living trusts to type of trust that people set up is not charitable purpose. It’s not set up for charitable purposes, but you could be a part of it and being named a beneficiary. Okay, those are the three revocable gifts that were focusing on today. There’s, a ton more you, khun do cracking again, oppcoll sip. Pardon me. Ton more you can do with planned giving, but oppcoll um, i’m only focusing on three things today that these three revocable gifts cherokee, facebook live says yes, we do. Tony yes, women have money and they want to give it don’t ignore them. All right, so these are the three revocable gifts that i’m focusing on because, you know, it’s only a half an hour now and now i feel like i don’t give myself enough time she’d done the whole show. Maria simple, you’re out, you’re out. I’m going out for sixty, all right? No, no, uh, let’s. See? And i want you to know that you can have a very, very respectable planned e-giving program just by focusing on these three revocable gifts, your organization may not be big enough to go any further, and that is fine. And you can have a really respectable, successful plan giving program if you just focus on these three types of gift. Well, you’re already feeling like i’m going to run out of time. All right, all right. So please take that away along with its not only for your wealthy donors. Please take away that you could be a very successful planned giving shop just focusing on these three revocable gif ts absolutely you’re bigger. You want to go further? Absolutely, andi, i worked a lot of organizations that do but also work with a lot that don’t all right. This charitable bequests again, it’s a gift in somebody’s will it’s the most popular kind of planned gift by far, you can expect like seventy five to eighty percent of the gifts that you get to be gifts by will. Why is that? Lots of reasons people don’t have to tell you that they’ve done it? It’s private, we always asking we always want people to tell you because you want to be able to say thank you, but they don’t have to, they can change their minds. This national statistic is like four percent of people change their minds after they put a charity in a will so it’s highly highly unlikely, but you don’t want to be in that four percent. You’ve got to treat your donor’s well and it’s comforting to donors to know that they can change their minds because that’s why a lot of donors don’t tell you because they feel if they do. Tell you, they then have an obligation not to change their minds. We all know that that’s not true. You can change your will anytime you want. I cut my wife out routinely every couple days. There’s. Nothing left for her, but u s so it’s comforting to your donors to know that they can cut you out, even though it’s highly unlikely. But it’s a reason that’s another reason that gift by will are so popular because it’s comforting to donors to know that no lifetime cost this is money that comes out of your state. Lots of people have charity they’re supporting, they wish they could doom or than they can while they’re living. I’m in that situation, but they can do for you cracker voice again. They can do for you mme, or they could do more for you in their state so that maybe their ultimate gift has to be for a lot of people again, remember modest, modest means donors of modest means. They wish they could do more, but they can’t, but that’s an advantage in that there’s no lifetime cost to these. Okay, that’s really? Pretty much all i want to say about requests. No, except for do they get a charitable deduction. Doesn’t matter because these are people who love your love. Your non-profit they’re already donating to you. These are the kinds of people who’re gonna include you in their will. So the charitable deduction, the estate tax deduction who knows what the state of it is going to be in the future? We have no idea, even within the next couple weeks and months, let alone twenty, thirty years from now. But that’s not the primary motivation for most planned gift it’s not that it’s, not the state tax deduction, so don’t worry about it. Okay? The other one, we won’t talk about his living trusts. As i said, it’s set up um, teo, not for charitable purposes. They set it up. People set it up for expedience to get get things out of their state faster. It works because there’s not a court supervised process like if if like it isn’t with a will called that you might have heard this probate process jargon jail, but the probate processes the court supervising the distribution of your assets after your death and by the way, i was death, you know that some people like to i don’t kind ofyou from eyes passing demise. The fact is, you know, we’re going to die and that’s ah that’s, just a part of planned e-giving and when i’m not saying, when you talk to a donut, you’re saying, when you die, we want you in our will we want to be in your will i’m not saying that, but between professionals, you know we can we can say death so that’s what probate is that court supervised process and the assets will get to ah teo ball beneficiaries quicker through a living trust and that’s typically white set up what’s your part in it. The trust has to say what happens at the donors at the death of the person who creates the trust. That’s, your donor has to say what happens. Ah lot goes to my husband, children, husband, wife, children, grandchildren, your charity khun b also one of those beneficiaries at the person’s death you could be named that’s. What? That’s what the value of the living trust is and the third one recovering is the name the beneficiary that’s? Just i’m gonna stop calling out my voice cracks that’s. The last one. I’m calling out the name beneficiary. Anything that has a death benefit. Think of life insurance, that’s, the most common example. You’ve got to decide where the death benefit is going to go, when, when, when you’re where’s, the money going to go most of it goes to husbands, wives, children, grandchildren. But maybe there’s a percentage for your charity. Five percent. Ten percent somebody can carve out. We always say family comes first. But after that, how about a small percentage for for our charity? But going beyond life insurance, some retirement plans, iras four oh, one case for three. B’s cept the small, small employer pensions. Some commercial annuities have death benefits. Some checking and savings accounts have ah, on brokerage accounts have have death benefit metoo them. So anything that has a death benefit your charity can be named all right now we’re getting into the actual five minute marketing tips that i have let’s start with events, drop a few speaking points into remarks were already hosting the event is not a plan giving event but any kind of gala. Any event where your c always speaking that’s probably everyone get them to say something about planned giving. You just need a couple of sentences. This’s. Not even well, i was gonna say not even a full paragraph, but two sentences. Khun b paragraph this is not even a full minute literally. I’m excited. We’ve kicked off a campaign to encourage you to remember us. You know, the organization in your will, it’s, very simple to do and secures our work long into the future. For instance, you know, then you can name a program or something that could be that could be endowed. I was talking about earlier, perpetually, or you could just, you know, rattle off program that you have. You know, you can support any of our great programs. You want more information? Talk to there’s a director development in the corner, you know, you know her. Talk to me. Talk to whoever it is. That’s it it’s like three, four sentences, quick it’s not the main part of the event by any means. Just we’ve kicked off a campaign. That’s a little news hook. It was something interesting kicked off this campaign. Love for you to be a part of it. It’s so simple you couldn’t tao any of our great programs support any of our great programs in the long term. Please talk. Teo. Whoever it is a t end of the program that’s it. I didn’t even spend a minute. Good thinking. I’m gonna run out of time. I should have we’re simple, you’re out. Um okay, five minute marketing was teo. So moron events pretty a program. You already printing a program for pizza? Put something about plan giving in the program. Put a little mention, you know, i’m the evangelist for plan e-giving without the religious overtones of evangelism, but you know, you’re doing the program. Same thing we’ve kicked off a campaign. I’m like dictating it to just start writing. We kicked off a campaign to encourage you to remember us in your will, it’s, so simple to do, secures our work long into the future. Your attorney is going to need our legal name, address and tax id. Here they are. Boom that’s it. Can you put that in your program? But you can or, you know, if you don’t even wanna go that much, just say we kicked off a program. Talk too. Whoever it is, whatever the contact person is. Please. I would love to talk to you today. Get something in the program again. Not spending any more money. You’re already producing programmes anyway. Kayman sample ward is on social media contributor and the ceo of and ten the non-profit technology network out in the prophet oregon. Yes. Wonderful. Welcome, amy. Well mmm. So many. I can’t name them. Uh, not that many more. A couple more. We gotta live. Listen, love too. That’s coming later with second segment. Okay, um okay. That’s it for events again. You not spending any more money already producing the program? Say something. You put something in your already speaking put in a couple of dropping a couple sentences. Oh, my gosh. Print channels. You doing newsletter? Or whether it’s print or email put in a sidebar with the same thing we’ve kicked off a campaign love to have you participate it’s so easy all you need is our two included to include us in your will. Well, you need your legal name, tax id and address. Here they are. Boom! Drop that into a sidebar on any whether it’s print or digital your annual report. Whether you do a printer digital say something about planned giving, innit? Also now i know some organizations i know are getting away from naming donors. I’ve learned that that’s in their annual report, it was always so cumbersome, you get the misspellings and i got so embarrassing the wrong levels. But if you’re naming them, if you’re naming donors in the annual report include your plan giving donors any direct mail you might be doing joppa buckslip in, you know, that’s, a book of your buckslip two third of a page, you print three and page drop it in the same thing that i’ve been talking about kicked off a campaign love to have you participate all your attorney needs is our legal name, tax id and address here they are boom drop that in it’s a third of a page doesn’t cost any more doesn’t increase your postage um, while you’re doing that while printing on direct mail printing envelopes on the envelope flap the flap that you’ve got a print, the envelopes anyway a checkoff box send me information on including your or the name, of course in my will we’ll check off everybody reads that everybody sees the envelope flap so easy i think i gotta wrap it up down i say, sam nods all right, so, uh well, time flies. Holy cow. It’s amazing. This show is out of control. What a show! Um, okay, that’s, five minute marketing for planned giving and what’s fair game with maria simple is coming up first pursuing acquisition campaigns. You need more donors, new donors, it’s their next free webinar on acquisition campaigns getting your new donors what works to inspire that first gift. They’ll have lots of examples actionable strategies which i love you know, i’m always drooling down with guests. I don’t know if people get annoyed but durney bluhm welcome on facebook. Cool. Thanks for joining me. Um, i know people get annoyed. I know listeners. Don’t have guests do but drilling down to actionable steps? I don’t like vagary, i don’t like ten thousand i mean sometimes ten thousand feet, yes, but then we got to drill down. You got to start it. You start high level but then we drill down to tactics. Who actionable steps that’s what i love and that’s what pursue is going to have in this in this webinar that’s? Why they’re that’s, why they sponsor non-profit radio for pizza and so s so now where do you go to register gnome or pursuing dot com click resource is took their bernard no that’s out. Don’t do that. Go to the custom, earl. They have a landing page for non-profit radio listeners. They stepped up their game so we’re stepping up. We gotta step up our game and i need listeners to go to this landing page. So, tony dot m a slash pursuant with a capital p please. In bentley, it matters. You gotta have the capital p in pursuing tony dahna slash pursuant that’s where all the pursuing registrations are going to be from now i’m for now provoc radio listeners i announce our three fifty that they pursuing has, uh, renew their sponsorship. So grateful for that, tony that m a slash pursuant capital p for the acquisition campaign’s web in arts on august thirty first, but if you can’t, oh, it doesn’t really matter, because if you can’t watch live, sign up there on that landing page and then you’ll get an email that tells you when the archive is up. But if that happens within forty eight hours of the live, so if you can’t make the r live watching archive, sign up and you’ll get an email tells you how to watch the archive. Tony dahna may slash pursuant, we’ll be spelling. Please watch the video. See what a fun night of millennial fund-raising looks like that can be yours. This could be your fun night it’s devoted to you it’s not so there was some confusion. Some people thought it was a bunch of charity’s one night. No, we’ll be spelling hosts this for you, for your charity, a night of live dance comedy, um, music, live music and spelling and fund-raising for your organization, this could be cool for any millennial supported organization. If you’re trying to acquire millennials on dh encourage them in get them activated or if they’re already supporting. I don’t know. Uh, i know any sample or do you still on? I don’t know. I don’t want anybody on the spot but intent should consider ah, we’ll be spelling. Um, okay, so check out the video. We b e spelling dot com and then talk to the ceo alex career. You know, he’s a nice guy. He was on the three, fiftieth. Just pick up the phone and talk to him. We be the spelling dot com. Now time for tony’s. Take two and, uh, plan e-giving what do you know? What a coincidence. See how this show is orchestrated? This doesn’t just happen. This is a thought goes into this. Or you could say i have such a limited before that the topics have to coincide because i got so i got so naturally that’s going to come up have to sound the same show. No that’s, not the case planned giving the timing does not matter. I want you to get started with plan giving using those five minute marketing tickets i gave you. And it doesn’t matter when you get started. It’s not, you know. This is informational it’s educational it’s not write us a check. Now you know it’s, our it’s, our annual campaign it’s not like that this’s informational stuff educational donors are going to do it on their timetable, but you’ve got to stop start marketing and promoting the idea. That’s okay, so it doesn’t matter when you start so today’s friday for the live listeners yourselves, the weekend maybe take monday to talk to your ceo tuesday should be starting five minute marketing tips in plan e-giving that’s what i would say so give yourself till tuesday on dh for people listening podcast and of course, our affiliate listeners. So that’s, give yourself three days and then on the fourth day on the fourth day, he said you should begin plan e-giving that’s when the light comes, i don’t think it was the fourth day, but i’m not. I’m not steeped in genesis, okay, the video if you need more promote if you need any more encouragement than that, you could watch my video promote planned giving your timing doesn’t matter. It’s at tony martignetti dot com that is tony’s take two. Maria simple has been patiently waiting. You know her? Aside from a patient waiter, she’s, the prospect finder she’s, a trainer and speaker on prospect research. Her latest book is magnify your business tips, tools and strategies for growing your business or your non-profit she’s. Our doi end of dirt cheap and free ideas. She’s at the prospect finder dot com and at maria simple and she’s on the phone. Hello, maria. Hello, tony. How are you today? I’m doing great. My voice krauz i said i was gonna do that, linda, like kowski joined us. Hello, linda. Jackie liking says hello from noven health. Hello, jackie. I wish you were coming to the beach. She bagged out on me. Um okay. Maria? Yeah. It’s good to talk to you. Last time was very brief on the three, fiftieth that’s, right? That’s, right? And so now we’re plugging ahead to your for four hundred shell, right? That’s? Correct. It’ll be july twenty eighteen. Absolutely. In the meantime, way want to talk about ethics and what’s what’s fair game. What? You deal with this every single time you’re doing an assignment for a client, right? Yeah. Yeah. That’s. Right, tony, i mean, you know, when we’re talking about prospect research and we’re thinking about all the various tools that we have available to us as prospect researchers, you know, we have to think about what’s available in the public domain because that’s, the thing that’s going to be really important, keep in mind that a donor has the right to come in at any time and asked to see what information you may have compiled on them. So you want to make sure that that you’re always using sources that are available in the public domain. So where we kind of get into some gray areas are in the area of social media sites? Yes, okay, and i think that’s a very, very good test never put anything in your c r m database that you wouldn’t want a donor to read, i think that’s a good test. What do you think? Yeah, yeah, and and i think even even in the way that you’re writing up your reports, try and think about it as an investigative reporter trying not to put subjective statements in there, even if they may have been sort of subjective statements that you might have heard, you know, through the grapevine from volunteers or board. Members or whatever about somebody’s lifestyle or their marital status or whatever it may be, you know, try and just put a statement in there, you know, like whatever the couple divorced in x y z, day ten, you know, leave it out that i don’t think anybody would take offense to that very objective. A bunch of people just join us on facebook. So i got to tell you that we’re talking about the ethics of planned, of, of prospect research and what’s appropriate to be documenting and finding about potential donors. And i want to welcome michael zeller, attorney in north carolina. Just charlotte just hosted an outstanding fiftieth birthday party. Oh, my god. Michael, that was outstanding. You know, i know that. You know, i feel that rob maker. Good to see a rab. Welcome. And dahna gillespie dahna collectibe rivera, but i know it. I know. He’s dahna gillespie. Welcome. Um, okay, so but there can be great value in the end. What you find in social media, of course. I mean, people put a lot of stuff on social and their privacy settings are typically, i think, generally not set the way they want them. And but so there can be a lot of prospect research gold in in the networks, right? Yeah, that’s, right? So, you know, what i thought we might do is just sort of talk about sort of the top three networks for a couple of minutes, like the linked in facebook and twitter and may be trying to figure out, well, what types of information can we glean on dh? Should we be cleaning it? Should we be using it? You know, even if we were stumble upon it, that doesn’t necessarily mean that you put it into this. C r m r we’re into a written report. Yeah, okay, it’s, anarchist, but that’s way could do it that way. I’m just you know, i was thinking of some of the things that you could find out. I mean, you can find out about divorce, right? You know, i’ve had friends, i’ve had two friends who were posting about suicidal, suicidal thoughts, you know? I don’t know probably a lot of people see that, but i mean, that’s very disturbing, but does it belong in a prospect research report? Maybe i don’t know, maybe if you’re looking for that plant. Gift let’s not go there. I’m just kidding. Ae okay, i’m gonna let you off the hook. But it’s, good let’s go over that. We’ll skip over that. Okay? You know and and the words very sensitive stuff. Okay, so you want to you want to start with it? Works. All right. Let’s start with now to me, linked in to me, anything on linkedin is fair game in a prospect research report is that is that is that am i overstating and my oversimplifying? Yeah, i think that anything you find on lengthen, especially since lincoln has what they call a public profile that is out there it is searchable on google. It will come up on page one of google’s search results. If you if you google your prospects name, they’re linked in profile is going to be there. So yes, indeed, anything that you find there is going to be a public domain, and this is sometimes very valuable information. You’ll be able to find out, you know, their longevity at various companies. Maybe some of the companies that they’ve been associated with may have been for for a long period of time. Maybe they’ve got some. Stock that they’ve accumulated from within that company so you might want to think about steering the conversation in the direction of appreciated securities. Okay, okay, but we wear what we want to focus to on the ethics. So so basically, linkedin is do you consider linked in to be wide open? Yes. Okay, absolutely. Okay, i don’t see any ethical questions around anything that people might find in linked in. No, not not what they might find, but the ethical question might come in as to how you as the prospect researcher or the executive director of the development staff using length in how you might have your own privacy setting set up in such a way that, um, you know what other people can see once you’ve looked at their profile, right? So you have three choices on lengthen. You either have people know that you’re looking at there, profile your face, your title and where you work, right are going to follow you everywhere on linked in that headline and a picture so that’s full transparency when you have your privacy settings set up that way, that means they get to see you’ve been looking at them. And you get to see who’s been looking at your profile, but lincoln has two other privacy settings. One is sort of a semi private where, you know, you could be a management consultant in x y z industry in new york city area. Or you could be anonymous when you’re in one of those two modes, then people will not know that you’ve been looking at their profile. Okay? And we have covered this before. You know, this is what i consider fully dressed topless and naked. That’s. Right? Okay. All right. Uh, look, i got a chuckle out of maria. Simple she’s. Probably the only one that’s. Okay? I amuse myself. People should know. You know, if you don’t think i’m funny, i’m amusing myself that’s the most important. And i forgot to shut out joan pel xero i’m sorry, joan. I skipped over you. I scrolled up and then i lost you. Joan pills her on facebook. Thanks for so much for being with us. And also ralph asante and, uh, and mary and mary michalowski joined. Hello, mary. Thanks for joining us on facebook. I might do this more often. This is cool. Um all right. So ethically linked in safe now, let’s, go, teo. Ethical conundrum, where you want to go next, all the anarchist, i’ll give it to you where it’s, like, you want to know what network that let’s talk about facebook, okay, so wide open, okay, yeah, i mean, that’s, the network where people are really sharing about their family, their pictures wait, no, this so what? What do we do with what do we do if we find something that we believe is compromising, like let’s, say, a divorce that that maybe they don’t want the organization to know, but maybe that’s? Just what that’s, just one example, but compromising, but valuable to the organization. How do we deal with that? Again, i think go backto original statement if it’s going to if it’s going to jeopardize your relationship with that donor or that donor prospect, i think you leave it out of the conversations, you leave it out of the c r, m u leave it off of written reports, so if you could just sort of have that is your bellweather, i think it will serve you well, okay, okay, and also you’re your organization might have social media guidelines in place, so check that out first as as your you know, you may have certain guidelines that you, as an organization have decided upon. So if that is the case, anybody knew that you’re bringing into the organization should be aware of the social media guidelines both in terms of how they’re going to use social media for are on behalf of the organization, but there may also be, you know, standards of conduct that they’re expecting a view is an employee’s so again, default back to that statement and default back to your own bellwether your instincts if it feels like it’s going to jeopardize that relationship, don’t put the info in there also apra the the professional association for prospect researchers has a statement on ethics, and we’re going to talk about that after the break. So if your organization doesn’t have, you know, you might be a small organization without a social media policy as it relates to prospect research, apra can can help you out. We’ll get to that, okay, i like you’re like you’re like, you’re guideline, all right, we have just a couple minutes before a break, like a minute and a half a minute what’s the next network you want to talk about? Was it twitter waken talk about twitter that one probably won’t take long. You know, twitter is one of those social media platforms that people might be using, especially these days with regard to their politics, so the weather yet, and that might be important for you to know about depending on what type of organization that you are. So, again, if if knowing someone’s politics is important, you know, maybe checking out to see if they’ve got a twitter feed might be something you want to check out. Okay? Seems like you, twitter, you’re less likely to find something compromising it’s possible, but less likely to find. Something compromising on it. Okay, let’s, take a break. When we come back. I got, of course, i got live. Listen. Love podcast, pleasantries and affiliate affections, naturally, but also will get into the apra ethics ethics statement little about that, and we’ll see what else we had to stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. I’m dana ostomel, ceo of deposit, a gift. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back and i feel like starting with the with the shoutouts, teo, to our listeners, i’m going to start with facebook, but i don’t because it’s a fairly new formats only second time have dahna facebook live, so thank you, everybody on facebook! I believe i have shouted out everybody who joined us. Thank you for being there. Can i ask you to do? Ah one or two things like it and share it like it and share it. I think we know how to do that. I’d be grateful on facebook. Thank you very much. Live listen, love, we’ve got two in germany, guten dog, multiple. So multiple germany and seoul, seoul, south korea, always checking in so soul you’ve been on our minds, obviously a lot on your haserot comes a ham nida coming back into the u s, tampa, florida woodbridge, new jersey, matthews, north carolina and staten island and new york, new york, multiple new york city. Thank you. Multiple manhattan, new york appreciate that staten island. Thank you for being with us. Love it only to burroughs i don’t know. Queens, brooklyn, bronx. All right. Next time we have had a show way had a couple shows. Where was all five boroughs? And then, of course, the podcast pleasantries over twelve thousand listeners. Listen, that’s, why? You know, i don’t know if you put two and two together. It takes me over seven years to do that. But that’s, why? We have such loyal sponsors because there are over twelve thousand people listening to the podcast. So you know how grateful i am because it makes the show so much more fulfilling when there are sponsors, you know, helping me out. Basically mean that how else can i say it? So thank you for listening. You are attracting the sponsors to the show, and i do mean attracting the ones i announced it on the three fiftieth coming up. Wagner, cpas, that’s the only definite one. And i said there may be another one and there may still talking them, but they’re coming to me. So thank you, that’s over twelve thousand podcast listeners each week pleasantries to you and the affiliate affections to our am and fm station listeners through out the country. I’m not sure where you are, but what am i saying? I know exactly where you are and i even know when each station puts me in their schedule. Us, i prefer the us, puts us in their schedule, someone our block during the week, and i’m glad that on on your station, it could be saturday morning might be tuesday night, whenever affiliate affections to our am and fm listeners. Thank you for being with us, thanks to your stations for carrying non-profit radio multi-channel amy’s have award will love that were multi-channel we’ve been for years, and now we get into channel, i’ve discovered facebook only took me seven years, cutting edge, cutting edge what we call a pioneer. Yeah, right. Um okay. So, maria simple. Thank you for being patient again. The patient prospect. Researcher. Thank you. A lot of gabbing today. I’m off on tangents. All right? I feel like a facebook pioneer. I know. I know you’re not giving yourself enough credit. You’ve. You’ve been on facebook for a long time, it’s. Just that you’ve not been using this brand spanking new life from large. Yeah, mother it’s quite brand spanking new, but thank you. Thank you for you. That’s the point. Thank you for driving home that point and character chicken master just joined karen. Welcome on facebook. Good to see you. Thanks for being here. Okay, so we’re talking about the ethics of prospect research. Oh, my god. There’s tons more. How come they don’t show up on my phone? Because why? Oh, they’re in a group. That shit. Oh, my god. There’s! Hundreds. Well, dozens more scores, more than dozens scores more. Uh, okay, i don’t think i should do all those. But thank you. If you’re on facebook and i did not shut you out from from beth granger toe. Harriet steinberg to melinda roth. Epstein to eric mendelson. Thank you for being with us. Thank you so much. Thank you. Okay, so i maria i’m all right. So where do we go from here? Let’s talk about the apra s o apra aperribay pr. It started out as the american prospect research association. Then it became the association of professional researchers for advancement. Now, it’s just apra. So they’ve done to me that’s an abandonment of roots. They’re just apurate. Apurate. Apurate doesn’t mean anything to me probono actually ready haserot along they’ve been after all along i know what stood for different things. It’s i don’t know. I object to this rewrite of history like next it’s going to be we’re gonna be taking down statues of george washington and thomas jefferson in-kind i was around, i was around when they made that shift. And this this is the reason for it. They used to be just the american prospect research association. But now the association really envelope people from all parts of the world. So they wanted to be able to, you know, have that reflective of their their membership base. So now it’s, the association of professional researchers it’s like aarp. They don’t want to be the association. Of retired american association of retired persons anymore haven’t been for years. It’s history rewrite. I don’t mind change, but when it benefits me but it never does that’s why the world has to change without my consent i don’t know what this is, what i don’t i don’t grasp all right, let’s talk about their code of ethics anyway, so they have this ethical code and it does relate to social media specifically so right. So one thing i see is a balance for trying to balance the individual’s right to privacy with the needs of the institution that i like doing that. Yes, he did. And really, it is. It is very, very important that that that balance is capped for sure. Okay, yes. So drilling down on that. What about friends? They have they talk about. Should you be a friend to potential donors? People, you’re researching that’s a no, no. Right on. Yes. In terms of the essex statement that apple put forth that that that is correct, they would really recommend that you do not friend were really enter into a personal relationship with prospects or donors. Now lincoln could be, you know, a completely different platform, right? Because now we’re talking about a business social platform. Okay, right? All right, so but no friend. What about what? This seems like middle ground. What about following somebody on twitter? If you’re a prospect researcher, yeah, i mean, i think that that would be okay to be a follower on twitter because, you know, they’re again twitter feeds are very public, and so, you know, i don’t think there’ll be any issue. They’re okay, but you need to disclose who you are, that’s also in the statement in these guidelines, you need to disclose that you’re a prospect researcher for the organization. Do you need to say that? Um, well, you know, sometimes people will individually have ah, personal twitter account so that i feel the only twitter account that you’re following people from them, then you know, that is it, you know? So i think you have to start looking at your staff and determining, you know which staff members are on twitter hour? Is that the organization that it’s going to be a follower of that individual on twitter and again? It’s two very different to two very different things. Okay, okay, what about corroboration if you find something on a social network, is there an obligation as a prospect researcher to corroborate it from us from another source, or, like almost like a journalist or no? Yeah, if you can, absolutely ah again, is it personal versus business information? That’s going to probably make a difference in terms of what you’re going to try and source in terms of corroboration. But if you know you are, i’m thinking about having somebody make a major gift to your organization and you stumble across something on social media that gives you an indication that this might not be the right time to make that because you might have seen something going on on somebody’s personal facebook feed. You might just double check with you, noah boardmember that knows them well or something like that and just ask, you know, if they know anything about the timing is still a good time to talk to that individual. Okay, maria simple. We gotta leave it there. You’ll find the apra social media ethics statement at apra home dot or ge a after home dot org’s maria sample. Thank you so much. Thanks for having me. My pleasure. Absolutely. You’ll find her at the prospect finder and she’s at maria simple. You should be following her on twitter. If you’re not latto it’s your life, okay, next week, talking about risk your institutional funders. That’s going to very interesting. Plus, amy sample ward returns, and you gotta let me know what we’re doing. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. Responsive by pursuing online tools for small and midsize non-profits data driven and technology enabled and by re be spelling supercool spelling bee fundraisers, we b e spelling dot com, more sponsors to come, our creative producers playing meyerhoff sam labor, which is the line user, shows social media, is by susan chavez, and this very cool music is by scott stein of brooklyn. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff, sort of dane toe add an email address card, it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno. Two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for August 11, 2017: Master Google AdWords & Master Your Decision Making

I love our sponsors!

Do you want to find more prospects & raise more money? Pursuant is a full-service fundraising agency, leveraging data & technology.

It’s not your 7th grade spelling bee! We Bee Spelling produces charity fundraiser spelling bees with stand-up comedy, live music & dance. It’s all in the video!

Get Nonprofit Radio insider alerts!

Listen Live or Archive:

 

My Guests:

Jason Shim & Mark Hallman: Master Google AdWords

With Jason Shim & Mark Hallman at 16NTC

Google has $10,000 of free advertising for you each month. Are you taking advantage? Learn about the program and how to plan your campaign. Also find the best search terms to bid on and stay on track as AdWords evolves. At the 2016 Nonprofit Technology Conference I talked to Jason Shim at Pathways to Education Canada, and Mark Hallman of Evergreen Digital Marketing. (Originally aired August 12, 2016)

 

Karin Hedetniemi & Jayme Nelson: Master Your Decision Making

Karin Hedetniemi & Jayme Nelson at 16NTC

You make hundreds of decisions a day: some simple and some complex. What’s the science and art behind making good ones? You’ll learn how to pare down choices and ask yourself good questions. Karin Hedetniemi and Jayme Nelson are from the Inside Education Society of Alberta. This is also from 16NTC and the August 12, 2016 show. It’s 16NTC Canada Day!

 

 

 


Top Trends. Sound Advice. Lively Conversation.

Board relations. Fundraising. Volunteer management. Prospect research. Legal compliance. Accounting. Finance. Investments. Donor relations. Public relations. Marketing. Technology. Social media.

Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.

Get Nonprofit Radio insider alerts!

Sponsored by:

Vertical_Color
View Full Transcript

Transcript for 352_tony_martignetti_nonprofit_radio_20170811.mp3

Processed on: 2018-11-11T23:43:24.377Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2017…08…352_tony_martignetti_nonprofit_radio_20170811.mp3.749203272.json
Path to text: transcripts/2017/08/352_tony_martignetti_nonprofit_radio_20170811.txt

Durney hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d come down with trapani mitosis if you infected me with the idea that you missed today’s show master google adwords google has ten thousand dollars of free advertising for you each month. Are you taking advantage? Learn about the program and how to plan your campaign also find the best search terms to bid on and stay on track as adwords evolves the twenty sixteen non-profit technology conference i talked to jason shim at pathways to education canada and mark coleman of evergreen digital marketing. This originally aired august twelfth twenty sixteen and master your decision making you make hundreds of decisions a day, some simple, some complex what’s the science and art behind making good ones. You’ll learn how to pare down choices and ask yourself good questions. Karen headed niimi and jamie nelson are from the inside education society of alberta. Karen is director of business in human resources, and jamie is an educator. This is also from sixteen ntc it’s ntcdinosaur day on non-profit radio canada master day. Lots of mastering going on on tony steak, too solitude, responsive by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com and by we be spelling supercool spelling bee fundraisers we b e spelling dot com here’s master google adwords welcome to tony martignetti non-profit radio coverage of sixteen auntie si the non-profit technology conference. We’re also part of ntcdinosaur say, shins, we’re in san jose, california, at the convention center on day three of the conference. My guests now are jason shim and mark holman will meet them very shortly first have to shout out today this this interview’s not just one a day, but one interview swag item which is a brand dahna and it’s from ah on good from on good many ways to wear it and also ah ah yo, yo alighted yo yo which we don’t have enough not brought enough frame i can’t demonstrate my yo go pray yo, yo prowess i used to be able to walk the dog doo around the world, you know, rocket out horizontal butt now it was not to take my word for it that i can still do it, so this joins our swag pile. All right, jason shevawn jason is associate director of digital strategy and alumni relations at pathways to education in canada. Thank you. Very welcome back, jason. Thank you. Believe it was two years ago. It ntcdinosaur good memory and more. Coleman is president of evergreen digital marketing. Mark, welcome to the show. Thanks, tony. My pleasure. All right, gents, we’re talking about how to be a google adwords superhero waken rock this now let’s talk first about the ten thousand dollars per month program for non-profits who who knows this program best. Is it free? How do we where we find it? What is this? Who knows the best? Go ahead. Yeah. Basically it’s ten thousand dollars of in-kind advertising given by google every month. It’s rule over grantspace oh, there’s there’s no limit to it as long as you keep me in the grant requirements and basically it’s in-kind so the little adds it show up on the top the google search results and that’s what you get so it’s a great program be part of. Okay, where can we find info for people who’ve never heard of this before? Google’s website is, i believe it’s google dot com slash non-profits or for canada’s, google dot cn non-profits okay, and you get ten thousand dollars a month? Yeah, a month free. Edwards yeah, free. Albert is not a cash it’s non-cash granted in-kind advertising, but every month limited to three hundred twenty nine dollars per day. But every month on going, as long as you meet the program requirements, there is no expiration date. Okay, did you find it very hard to qualify if you’re i mean, if you’re in the u s and your five o one c three or if you’re in canada and you have the wherever the equivalent designation is, um, you’re a bona fide non-profit is that about all it takes are very much if you meet the requirements for being a registered charity, then you’re pretty much good to go. Okay, well, that’s outstanding, alright, i’m not sure how widely known that is, but it is now because everybody listens to the show. If they’re not, then they do. They ignored at their peril because then i don’t know. All right? Well, let’s, talk about some campaigning. Where should we start with our google now? We’ve got three hundred eighty nine dollars, a day forever where should we start our campaign? So i think that one of the first things to start off with is really identifying, you know what your organization’s your mission is, and then how you can align some of those add words to to align with, you know, with that that mission. So for example, for pathways to education canada, you know, our mandate is to help high school students that they’re living in low income communities to graduate from high school. So anyone searching for any topics that are related to, you know, dropout prevention or helping the high school students day in school or people that are living in communities that we serve, you know, whenever they’re searching for nothing’s, really to education and drop you? No, we make sure that we sort of an ad, so, you know, they confined our resources more easily and that we can get access to nothing’s like tutoring and mentoring and, you know, access to scholarships and things like that, so it really helps connect people with the resource is out in the community. Yeah, how do we think broadly about what keywords people might be searching for him and you know, i’m sure every organization could name half a dozen off the top of their head, but how do we go beyond that? Maybe listening on twitter? I don’t know. You tell me, how did it go beyond what it comes to it comes to mind immediately. I think it’s, you can start with a sort of ah thought experiment and just trying to get into that the heads of other people and really, you know, using your, you know, just general empathy. So when when you, for example, mark and i, we used to live in a way, we’re sort of used to work together in kitchen waterloo at a place called cries in family counseling services. And what we did was we were trying tio create ad campaigns to target people who are looking for things that couples counseling. Nothing is the market for key. Which couples counseling. You know, the bid rate is quite high, you know, for it. And then when you think about it, you know, by the times a couple realizes they need couples counseling. You know, you may have to pay more than what you have for those kind of words. You rewind it. You know, a month, six months prior. You know what? What kind of things might that couple be going through? And, you know, trying we want it that way. So the kind of things maybe bidding for it’s, like, you know, i’m having challenges, you know, communication with i suppose, you know, how do you resolve money issues? Fundamental difference of opinion about children. You know, things like that that, you know, you krauz you at the end of the path, you know, but for people who would require couples counseling you how to get to them a little bit earlier to connect them with the organization. So really, it’s just a lot of service sitting there and thinking, oh, i love that idea of thinking ahead because you actually beat the competition that is paying the higher price for couples. You know, for that phrase couples counseling, absolutely relationship counselling you can get. You can beat the competition if you’re thinking a couple of months earlier. What are they talking about? Like money? Children finance center? Yeah. Cool. On another example, i can provide and american and speak to this. Ah, as well. Let’s, when we part of the service that were offered was credit counseling, and the thing is, like payday loan places like they’re they’re willing to bid up to, like fifteen dollars per click and the google lad words krauz is limited to two dollars per click maximum. Okay, so you really have to be extremely creative when you’re thinking about, you know, for some of those services where you also, you know, essentially competing against for-profit right on do you know, how can you think about, you know, okay, so for people that are running into credit issues down the road, you know, what might have looked like six months prior? And, you know, maybe, you know, people are searching for, you know, troubles making their bills or looking for, you know, initial, you know, information about me, you know, loan consolidation or things like that, you know, before they get into that critical, you know, the moment where you know, they’re they’re living on sort of back to back loans and yeah, so it’s just a lot of thinking and but one of the greatest tips that i think we received when we first discovered head where it’s at it’s from the ultimate guide to adwords by perry marshall you know, way highly recommend that book through the ultimate guide to edwards yeah, it’s called okay. And if one of them was read cosmo magazine and, you know, i think cosmo magazine provides a lot of lessons around, you know that the way that it cost one magazine covers designed, you know, it’s it’s designed to entice, you know, people that are going through a shopping check out to pick up a copy immediately, and i mean, it’s been the best selling women’s back-up dean since nineteen seventy to know so you know, they really done that in the print industry on the transits quite well into design in-kind adwords campaigns as well, you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it, tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website. Philanthropy dot com fund-raising fundamentals the better way. Dahna oppcoll is pathways to education canada using google edwards ten thousand dollar month program? Yeah, yeah, ok, and mark, you have other clients that are as well, successfully, yeah, a number a number and you’re going with jason’s saying as well to part of the big part of adwords is trying to think of you know how how our people need our programs and services are looking for us if you’re doing banner ads or magazine ads to to kind of show what your your services are in google search is very specific, you can’t think of what our people looking for it so how to use the wise all the questions for help versus the opportunity of having made a scene at where you can put a big, you know, big, full page description of what your services are. This is really an opportunity for people who are actively searching for your programs and services and bring them right back to website. So it’s a really important program tohave from non-profits okay, after we’ve set on decided on a set of add words, phrases that we can afford to bid on how do we? I’m thinking next stage is monitoring. Our our results day today is that if i skipped anything well, there’s there’s a process there’s the whole setup piece, which is your campaigns, i groups keywords creating your ads. But one side nuts and bolts piece of it is done gather it is the moderate peace and add words and google analytics are fantastic for that they show you clicked the rates that should you conversion rates if you have that set up impressions and something, and really manage actively and make wise decisions on a short term basis. And that’s what actually drew me, tio adwords and that grants program originally was the fact that i came from a auto background. We have the auto trader, which is it’s, a paper magazine, and anatoli, you’re hoping to see people come in and say, i came here because i read your magazine without words, jason first showing the dashboard the first day i’m like, okay, we can actually see that accent or people clicked this ad in this time frame. It went back to our website and took actions, so get the monitoring in the analytics part of is a really big piece it’s important? Okay, yeah, jason won’t you talk about this more? Yeah, what’s really great is that you can really make data driven kind of decisions, which is, you know, one of the hallmarks of working in digital, an example i would give us, you know, we we had run a campaign to get supporters to donate their air miles to our organization, and we worked off the assumption that, you know, people want to give their, you know, their airline miles, you know, the goodness of their hearts because, you know, you know, but what? We quickly realized that, you know, the think the ad copy was something along the lines of, like, hey, you know, i don’t need your airline miles to ah, charity focused on youth and, you know, the click to rates on that were abysmal, like they weren’t fantastic people kapin verdict, so we, you know, we sat down and went back and thought about it, and the ad copy that did perform better was, hey, i don’t have enough miles teo to go on a trip, you know, donate them to our charity instead, which reflected the kind of reality that some people face when you realize that you need like, maybe ten or fifteen thousand miles you wanna trip in just a thousand? Yeah. Dahna and they just want to, you know, do something good with it and, you know, because they can’t go anyway and that one converted three times better and it’s amazing to people to get, get the metrics around and really support some of those hypotheses around. You know how our people thinking, how are they behaving? And you can really test those out. And conversely, you know, sometimes you know the hypotheses that you come up, you know, fall completely flat as well. But it’s, you can always go back to the data rather than relying on some of these, you know, anecdotal, you know, kind of gut feelings. You can still have toast, got feelings, but you consistently validating them over and over again with the data, which makes us think, edwards, you know, one of most compelling platform’s teo, really experiment and run campaigns. Mark, you mentioned something. I want to die aggress to an add grants. You said adwords and add grants what’s with the ad grantspace program. Yeah, granted, we’re actually talking here for non-profits adwords is a platform. That google has five times in that sort of business is you and you pay for ads today, but i grantspace the non-profit program that’s just ten thousand dollars a month. Okay, exactly. Right. Keeping keeping a straight. All right. Okay. Well, all right. So now we can monitor results like day to day, right? I mean, we and at the end of a week, we can see one phrase, one word is performing quite well. Another is not so weii stop bidding on the on the underperformers that basically what what we do? Yeah, basically straight a be testing and if one odds working other ones not if it’s we’re talking incremental increases. Here is what we’re talking about. One point five click through rate versus the one point seven or two point three it’s not always an eighty twenty of this huge disparity. Okay, but over time, you can make these incremental increases and really improve your presence, and we’ll set up typically set up two ads per at group abila play them out like jason mention. We make assumptions about what’s going to work, and we’ll quickly learned that it does or it doesn’t, and they get to go on, we’ll pause the want ad, create new adam, obviously reset the process and move forward. So kind of a fun game that i have with my summer intern. So we get a summer intern every summer, and what i do is i challenge them to a competition, so every week will come up with an ad and you’ll see what the results are. And then we face off every week, so the lower performing at gets paused. And then we were both trying to create a better one every week. So, you know, by the end of the summer, you sort of have this, like, hunger games, you know, style of creation. You know, only the strongest survives the best click through and the best results and conversions. Okay, all right. Pathways, education canada benefits. All right, they’re the winners. All right, do-it-yourself time together. What? Let’s? See what else? You, uh, campaign what else can we say about a campaign but the ongoing but i think waken speak a bit to the google grantspace oh, program. So if you max oh, it’s, your ten thousand dollar grant does there’s a few of our requirements in there. You max out your the ten thousand dollar grant for two months out of the prior six months, a cz well as maintaining certain kind of quality metrics around new york like two rates and also setting up conversions non-profits are eligible to apply for the grants parole account, which is forty thousand dollars a month, which is nearly half a million dollars a year in in-kind ad revenue and, you know, that’s that’s a great way for, you know, larger non-profits or international facing non-profits to get additional kind of exposure grantspace pro it’s called that’s pro. Okay, ru is pathways, education and a grand pro now, yet we’re run away, but i know that a mark is pricked with several clients against pro against yeah, we we have a few that working with the grants provoc counts again. It’s the more than international reach or the national across the states reach the reality is a lot of our smaller non-profit to have a regional focus, a search based so there’s a limitation, sometimes near population, searching for programs and the relevancy in just the raw reach doesn’t there sometimes, but for the bigger the big organizations absolutely it’s. A fantastic way to actively manager account and and really reach out. Okay, okay. You are. You also spent some time talking about keeping your skills fresh. As as adwords evolves. What is that about? What happens? I think that the platform is constantly changing. And s o back in toronto, i teach a digital marketing classes in the evenings. And one of the things that i am costly, thomas students, is that in one working in adwords and analytics, that the platform can change at any time on do you have to adapt to it? That’s part of you know, being, you know, working in digital so an example would be, you know, if when, when google changes our algorithm for search, you know, you have to respond to that, and you read up on, you know what the new algorithm changes? Maybe an adjuster campaigns accordingly. Another one is sometimes the platform itself changes. So you log into the interface and, you know, the buttons of switch debate or there’s. A new feature or a new tab. It’s? Very disconcerting. Yeah. Especially people. We’re not, you know, native digital. You know, you just used to something for years. And then without an announcement, it’s different yeah, so you have to keep on constantly beating and adapting and everything, but part of it is that, you know, even though, you know, for people who have been doing it for a while, you know, and maybe a little bit disconcerting to, you know, have everything shift, i think it’s also an opportunity for people who are completely new to the platform, i mean, it hits the reset button for everyone, right? So if you’re if you’re brand new getting into edwards, i mean, it’s a great opportunity jumpin you’re at the same level of everyone else. So, you know, it’s it’s also, i think, a positive thing and, you know, for people, you do not feel intimidated about jumping into it cause i know that when you first log into the dashboard like it’s, a lot of buttons and everything, but, you know, it’s, you know, both of us, you know, we start doing adwords about seven years ago when we were working at a smaller non-profit and, you know, it’s been a constant kind of learning and evolution, and we’ve seen so much change on the platform, but you know, the more time you spend in it, you know, it’s, the analogy we used in in our in our session was, you know, we’re not the kind of, like superheroes i got bitten by a radioactive spider and wasn’t out with all these superpowers to do add words, we would be more like, you know, the batman or the ironman in-kind things where, you know, just a regular person who, you know, that man went away for, like, five years, you know, into the mountains to, you know, train and honed his skills and everything. So, you know, similarly, i think it’s a lot of reading, so i really start off with a you know, just that the ultimate guide to edward’s weii read that book cover to cover many several times. Okay, is there a i presume there is? Ah, blogged that block for edwards. So google keeps yeah, google keeps obl argast adwords dot black spot dot com and that’s not asleep. Grants focus but that’s where all the new updates come out. Oftentimes the update will come out a few days before they get around the block post. So part of the fun as your law again and you think things were happy? Like, oh, shoot where’s my reports button, but they are constantly changing things and they are constantly improving. That’s part of the fun of google’s, they’re always innovating and, you know, a few weeks ago they went from having ads on the top, the top the searches also and decide to just the top. So jason’s thing it’s an opportunity to have you say that’s what i noticed that s o for advertisers know we were used to having, you know, three or four spots across the top, plus five or six more down the side, and i were down too two or three or four at the top. It has become really competitive, so if you’re willing to spend the time and research and learn the program, you’re competitive, you could be up there. So it’s, not it’s, not it’s, not something you’re like. Jason said begin with immediately and be up there, but you can learn it quickly and to spend the time. That’s what? We both started a lot of reading a lot of time out the side of our deaths and a lot of time at night, you know? Just just learning the craft. So yeah, it is definitely a worthwhile investment in time because i think that for all the organizations i’ve been involved with after implementing the edwards grant, like, you see a good spike in traffic, you know, in your google analytics, because people are finding the organization and all the the services you offer much easier and better. And, you know, mark has a similar kind of experience with the organization that he works with, like just getting general traffic over to your site for better awareness and, you know, connecting with existing supporters who are looking to make a donation like no one, no one google’s like, you know, i have too much money, you know, how you know who can i give it to you? I don’t, yeah, yeah, me strategic, yeah, all right. Now you had a superhero theme your your session? I see now i am not a dc comics guy or, like, superheroes, guys. So were you challenging? You’re challenging audience members, too. I identify with a superhero name themselves a superhero now? Yeah, not actually named themselves. But the whole approach was that you could be a superhero as well, and you can learn the craft. You can hone your skills, you could be a superhero. And you really do have responsible of the digital marketing record in your organization. Tto learn this and you know it’s there. It’s free it’s free money from google’s free ahjumma, google if you dont having not using it is a bit of a disturbance. So step up. Be a superhero and you know, okay, take it up. What? What is excelsior in you’re in the god zoology is thin. The session description says excelsior that’s how you ended it, excelsior all right, so that was that was just like a superhero. Kind of like exclamation that comment is the marvel comics. Yeah, okay, sure. Okay. Okay. Yeah. Part of superhero theme is also, you know, the spider man quotation. You know, with great power comes great responsibility and that’s good if you have an opportunity to connect with someone and you miss that opportunity, you know, that could be someone who was searching for, you know, help with their rent to what their anxiety or depression or help, you know, with some of their personal challenges. You can’t you can’t be serious. You’re absolutely right. We have a couple more minutes left. What have we not talked about or what you want to see? More detail may be something we covered too quickly. You spent ninety minutes in a session, so i know you got more. I got more knowledge than nineteen and a half minutes. I think that one of the questions that we ask this, you know, how much time does this take, you know, to do adwords. And to be honest, i wish i could say that, you know, it’s, you know, you can always make you know the case and be like, okay, i’m going to spend this amount of hours and you know, you’re your organization is going to support you all the way to do it. But, you know, the reality is, you know, sometimes you get you know, you’re really busy and non-profits and no this’s another thing to do on top of the you know, the ten or twenty, you know, items on your list for the for the week. And i guess what i want when i want a share is that when we both started out doing add words like we really were doing it off the side of right ask you not to try and prove that viability that you know, to bring in new traffic for our site. So you two, i guess whatever advising people are looking into adwords is you don’t know that this way. Do you know if if you to have a passion for it and are willing to do, you know, a bit in your spare time to even, like, get the initial ball rolling like it’s worth it? You know, even just to prove the viability to the organization because i know could be hired to try, negotiate for that time and resources and initially to get started, okay, but you’re encouraging. Yeah, for sure and the other part, guys don’t expect you have to spend two, three, four hours per week and build all your campaigns the first it can be a slow burn, it’s non going grant you khun step a a few basic campaigns to start with you learn the accounts, learn how things work and build from there that’s often often times your clients of just become super overwhelmed because they want to have this full blown fifteen campaign hundred. Ads that i’m going to spend my ten thousand dollars but it’s a race today you don’t need to yeah, that’s actually very good point we always talk it’s not about spending ten thousand dollars of spending the money properly, and you might spend five dollars, a month or a thousand dollars a month. But if you’re reaching your target and the people need to find your finding, you dori with ten thousand dollars, worry about doing it properly and making sure you spend the money properly and i think one of the great things about antennas that there’s ah, a community of people that are using adwords a spell. So, you know, one of the things i was really important for our session is like it’s, not only to show people how to use adwords, the google adwords grant better, but also, you know, reminding people like, you know, don’t forget to reach out to those around you because we’re all facing similar challenges, and we’re all along, you know, a spectrum of you know, your movies to experts and, you know, whenever something changes in all the experts become newbies again and so making sure that, you know people recognize you, there’s always help, you know, just around the corner just, you know, don’t be afraid to ask for help when especially in the community for is there a, uh, maybe xero community of practice around add words, you know, in in ten? Not yet, but we should wait. Yeah, i mean, you know, they’re very liberal about ah, a couple people interested, and now they’ll support it. Ok, there isn’t yet, but yeah, the entire community is very giving. So even without a formal structure around around edwards, there’s still help. They’re absolutely just posted one of the one of the one of the community boards and examine you and ask, ask for help, ok? And the one thing i would mention is that american speak to some of the more advanced you. So just so you know, i think there’s there’s certain things that you khun dio with the free adwords grant, but it also helps pave the way for a charity to explore usage of paid advertising as well and that’s, you know, the edwards grant is a great way to sort of explore those initial kind of foundational steps before moving to the paid advertising model what you have demonstrated, no clear return on investment for you’re on schnoll can about what you can persuade the leadership that there’s value, then maybe they’ll start to invest some of the organization money. Is that where we’re headed? Yeah, exactly. A string itself is an expert, as you understand there’s gaps we might know jason talked about competing with the pity alone’s places are competing with payed counselors and professionals add words is a really competitive market, but if you can show yourself is an expert and say, you know what, here’s what we’ve done but there’s a few gaps over here would like to other, you know that on some paid, you know hyre big key words or potential duitz, um, banner advertising, the google display network, or even potentially do some advertising on youtube that’s all within the adwords platform on a number of my clients and people i work with have their google grants account and also separate google adwords account is paid and google’s fine with that they there’s no wish without as long as you’re not competing on the same let’s, same keywords in your paid account and you’re free account. Dahna wish you okay. Okay. So you can you can do both side by side. Exactly. All right. Um okay. We wrap it up there. You think we’ve anything else? Well, before we do any other good, you have to raise something that made me think any other good questions that came from from the audience in your session. You want toe one highlight. Eleven were around some of the kind of technical details and that there are quite a few kind of, you know, technical, administrative details, you know, related to, you know, properly administering your adwords accounts. The one question that did come up during our session was, you know, what if you’re inheriting account that, you know, it is quite old and, you know, it may not have been well administered in the past, you know, how should you even start to, you know, fix it up, and our suggestion for that was to, you know, to break it down into buckets and just start changing it one campaign at a time to try and use proper structures and applying very method a logical approach to it, rather than sort of the scattershot approach that may have been used, but if you’re inheriting a campaign that has been a total mess, theun, you know, chances are it’s not performing very well, you may as well just wait, you know, most paul’s most of the campaigns and restart everything on the other question that came as well was just, you know, are on general support. And one thing that i like some of the google reps here at ntc mentioned is that there is a support line as well. So, you know, it’s it’s amazing, because there was a lot of companies that don’t offer, like, direct phone support. We’re talking about telephone support. Yeah, from google. Oh, yeah, yeah, it was actually a number that you can call, you know, if you’re adwords grantee that, you know, if if you need help, you know, navigating, you know, the main panel or creating ads or whatever, you know that there is, you know, entire support team that you can pick up the phone and call and they will help navigate through some of those challenges. Excellent. Yeah. So that that number is available. Okay, that is rare. Yeah. Okay. All right. Let’s, leave it there. Thank you. Very much thanks, alright. Jason shim, associate director of digital strategy and alumni relations at pathways to education canada, and mark coleman, president of evergreen digital marketing. Thank you again, gents. Thanks, tony, thanks, thank you very much for being with us. This is tony martignetti non-profit radio coverage of sixteen ntcdinosaur non-profit technology conference. Thanks so much, master. Your decision making coming up first. Pursuant is your last chance to check out the archive of the state of fund-raising midyear checkpoint that’s, their webinar with ceo trent ryker and senior vice president jennifer balat. Midyear fund-raising reports they came out last month. What’s most important to follow. What if you’re not hitting the benchmarks? How do you keep up your good pace if you are doing well in comparison with the rest of the community? Pursuant is data driven. They’re gonna help you succeed in these all important third and fourth quarters by making sense of the data that you are inundated with its at pursuing dot com quick resource is then webinars. Let them help you make sense of data. We be spelling super cool spelling bee fundraisers it’s a night of live music, dancing, standup comedy, spelling and raising money for your work. It’s a night devoted to your charity not a bunch of charities it’s for you that’s the purpose raise money for your good mission to help you make the world better. Watch the video at we b e spelling dot com and then talk to ceo alex career ninety nine to two four bees now time for tony stick too solitude i’m hitting this again this week. It’s essential if you want to do your best work helping other people, you’re in e-giving profession if you want to give, you got to take take time for yourself. It’s essential time away from phone, email, text, social media and work just me show your boss my video. I’ll get an extra view your boss will agree with you, they’ll see it. My way. And you get the time off. It’s called solitude, full cast and crew. Your boss is going to be impressed. You got to trust me. Just show this thing to your boss it’s at tony martignetti dot com and that is tony’s take two here’s karen headed niimi and jamie nelson with master your decision making welcome to tony martignetti non-profit radio coverage of sixteen ntc that’s, of course that’s, the non-profit technology conference hosted by intend the non-profit technology network. This is also part of ntc conversations. We’re in san jose, california, at the convention center on my guests are karen already said, karen headed niimi and jamie nelson and their session topic is the science and art of decision making. Karen is director of business and human resource is at the inside education society of alberta and she’s sitting closest to me. And jamie nelson is an educator at the inside education society as well. Ladies, welcome. Thank you so much. Thank you. My pleasure. Indulge me, please. While i just highlight our swag item for this interview, which is from think shout it’s a t shirt from think shout and according to our outstanding piela hanna this is a minimalist star wars theme. She can point out that there’s ah, minimalist death star and a minimalist. What else is there? Millennium falcon. See it. See the minimalist millennium falcon, that’s, an mmf, minimalist millennium falcon. For those of you who are not on the video, i’m sorry. Go to real tony martignetti dot com r e a l, and you can watch the video there. It’ll be there shortly, so we’re adding this to our second day swag pile. All right, that’s. Where it goes, the science and art of decision making. Karen what? What are our challenges around decisionmaking? Well, i’ll tell you a little bit of the back story of this session, okay. Came to the non-profit technology conference last year for the first, and i am not a techie, but i want to learn more about trends and issues. And after it was over, i was very overwhelmed. And i thought it would be really need if there was a session on another life. Important topic to kind of give my brain a break. So weii well, had to choose this one, but i don’t know. You know what? It just came out of the universe, but i was here to make decisions about technology solutions, and i was having some trouble, and yeah, so i just thought, you know what? I need to learn more about this. And so it’s been a good long years journey. And here we are spent a year curating content a little bit. Yeah. Okay. Yeah. Jamie wanted to share. What did you what have you learned in this curation process? So karen invited me in after she’s done. Quite. A bit of the legwork, which was wonderful on dh, so for me, it was really trying to look at the three different kind of areas of decision making, so we talked about the science on dh. Then we talked about what it’s like to take in additional information, and then we kind of talked about some of the the influences, and i think for me, one of the big things that i learned is is too to understand the systems that are happening every time that we face a decision. And that was really, really important because, like karen said, we’re here at the ntcdinosaur decisions a cz non-profits we’re faced with all kinds of, like, really important decisions on dh, so being able to kind of understand that process was really, really valuable as part of this whole, the building of the presentation, okay? So there’s, the science, the influences and the process all around our decision making. What did the count since you did most of the duration will give you the chance. What? What did you learn about the science of decision making? Well, it drew a lot from the work of dr daniel kahneman. Who? Wrote the book thinking fast and slow and he’s very respected in his field. He’s, a psychologist. And he also won the nobel prize in economics eggs for some of his work. So okay, smart guy. He basically proposed that our approaches to judgment and choice take their two mental systems or modes of thinking one of them is sort of fast and instinctual. Then the other is slower and deliberate. So that was sort of based on the different types of decisions we have to make, like whether whether it across the road now versus whether to buy a new home are hard wiring. You know, we could come free built right way. But we have different types of thes to these two methods of decision making. Break down into the types of decisions we have to make for sure, like one is mohr sort of natural. The fast thinking that we do is effortless is just something we do is we navigate our life. We drive the car down the road. Okay? Slow thinking is more deliberate, it’s more logical thinking through procedures. Little more algorithmic. So it takes more mental effort to do logical thinking decision making. It takes longer. Okay. More deliberative process. Yes, exactly. Um, is that all you learned on it for you in the years that all the science you master and that’s it? No. I mean, we boy, you could go on forever. I mean, a decision making is such a huge topic. You can look at it from a leadership aspect. Marketing behavioral economics. It’s huge. We just sort of focused in this session on, you know, information overload in an increasingly digital world. And how that’s we process that kind of information differently. Then then what? What we’re hardwired to do? Just perfect. Because that’s what you suffered after and twenty fifteen mental fatigue you were you were distressed and overloaded. Exactly, there’s. Not that you suffer from ntcdinosaur. The after effect was it was so much value, so much value. You were you were you were shell shocked. All right, um, so how can we start to help people in there decision making and let you know, let’s, take the the normal in our conversation. Let’s, take the normal day to day decisions. Not this. Something is simple minded is crossing the street. But, you know, some fair minded. Work decisions or personal decisions, but it is not his monumental is whether to buy a home, whether they have a child. But, you know, you know what? Like, what am i gonna have for dinner tonight or ah, whether i should have my parents over or, you know, i mean, average sort of day to day decisions, sort of in the middle of the spectrum, very fair, fair enough, very good point because our brain doesn’t doesn’t prioritize all the decisions we have to make in a day so we could be spending a lot of mental energy on things that are a trivial nature. Andi and then we don’t have enough reserves for the important ones, you know, when when we’re expending mental effort in our slow thinking we are we’re the brain is using twenty percent of our body’s energy, so we’re using up more of that energy in our in our logical processes. So if there’s a new way of losing weight, i just obsess about whether across the street now definitely can i can i lose twenty pounds? Not that i have a lot to lose, but but but, you know, yeah, i obsess about whether to put the stamp on the envelope right side up or upside down can i drop some pounds? You may drop some pounds. I know, i know. All kidding aside energy not calories, energy. Okay, assuming energy. Okay, but, i mean, you do. You are depleting some of your resources if you spend too much time on thing on decisions that just ultimately don’t matter that much. Ah, so, you know, some really good advice is to look at how you are. You know, how? First of all your energy when you’re making these decisions, you don’t want to make them when you’re tired and hungry? I mean, this is just obvious when you’re feeling emotional things, you can monitor about yourself. You know, in a busy life. We did go. Go, go, go, go. We don’t have this sort of transition zone to kind of recent reset our mental mode to the next transition zone. Right? We don’t. We don’t have. Okay. Okay, jamie, anything you want to add at this? Ah, scientific stage. Yeah, well, i think a lot of people can can relate to that. And that transferred really well from kind of talking about how as an individual, we make decisions and what influences us, whether it’s past memories, past experiences, you know, the time of the day how much you’ve had to eat, i think it really translates well when you’re talking about the non-profit world is a cz well, so if you are thinking about some major decisions that you need to make, you want to make sure that you’re you’re planning your board meeting an appropriate time of the day, you know, like so people are feeling fed if you feel really happy if you’re in a really good mood than that can actually make you less thoughtful in your decision making. And so we’re not saying that, you know, everybody should be kind of new thriller on happy in a board meeting, but just keeping these kinds of influences in mind. So in your day to day life, if you’re if you’re making decisions on what project to work on or if you’re making some of those bigger organization all decisions just keeping these influences in mind, khun b can actually have quite an impact, and that was really surprising to me to find out all of these external factors, aunt. How you know, just one of the stories that karen tell told in the session today was how if you’re holding a warm liquid like a cup of coffee? Yeah, you actually feel warmer feelings towards the people person that you’re chatting with, which makes sense culturally, like we get together over coffee all the time. And so and usually when someone asks you to go for coffee, it’s not because they want to yell at you, it’s, because they wanna have ah, positive, you know, productive kind of conversation, so that was was really interesting to think about and and that’s, what i loved about this session is it helped us kind of connect with our our own processes, but at the same time, we can think about how it influences our day to day work. Excellent, i liketo like that exploration of holding a warm liquid, what other other influences are there that we haven’t talked about yet? Well, we’re we’re influenced by almost everything in our environment, you know, our natural impulses when you know if i look at you and i see i might be able to detect that you’re angry, just buy one or two. Words that you say in the tone, you know, whether makes us happy if you ask someone if they’re happy and that’s a beautiful brightstep durney day, they’re more inclined to say that they’re happy than they are on a cloudy sort of moody day. You know, we are feeling beans before we are thinking beings and so, you know, this translates in our day to day life. All right, so how do we control some of these things? The one that we can control? We can control the weather, but our feelings, our state. How do we how do we sort of harness that? So that we do make better decisions? Well, you know a very simple thing you khun dio, is before you’re making a decision. Put yourself in a neutral state of mind. You know, you can. You can just say write down everything that you did yesterday, step by step in sequins i got up, i had breakfast, i drove to work had my day of work came home walk the dog you’re just sort of reset it’s like it’s like your computer, your rebooting your computer on then you’ve shifted your mental mode, you know? You’re not bringing in, maybe your emotion and your anxiety and whatever you’re kind of reset and then take the appropriate approach for what type of decision that that it is, you’re making. You want to just take a step back. You need this transition zone, you know, it’s hard, all the switching we do all the time, you know, between with multi task. And, you know, they’re really saying, well, what you’re doing is you’re you’re, you’re just doing attention switching, and that is very depleting in our mind, in our body. So, you know, having a little like, if you go to a therapist and you have an appointment, your appointments probably going to be about forty five minutes. It’s, not an hour, because they use some time to prepare. Have your session sometime to externalize what just happened and and collect some notes and be ready for the next person, you know, that’s logical. I see myself, yeah, i see my therapist for three hours, three hours, three times a day for a week, so i don’t know how she’s managing externalization she’s got just needs she needs to download, just like on the only person we could see each of those three days or practices suffering. I’m bolin pain, well, externalizing information. I mean it’s coming at us, and i mean, we we learn our brain like spatial, you know, and and the context of the environment that we learn in having all of this information coming at us. It’s. I mean, yes, lists are still important in this digital age. It’s still important to externalize some of what’s going on in your mind so that you can look at it as an observer in your environment, rather than you know, yeah, okay, yep, little dispassionate, yes, once removed, but but clearheaded. I see your head, all right. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they are levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. I’m christine cronin, president of n y charities dot orc. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Anything else about these influences? Because we’re going now, we’re going to move to the process. Okay, but anything more about the influences? Well, i mean, biologically speaking, good moods. I mean, meant to us and our ancestors that environment was safe. We could we could relax a little. We could let our guard down, but that makes us less vigilant. You know, a bad mood. Singles tow us. Something’s wrong. I might need to protect myself. There might be a threat. I need to pay more attention. So, yeah, emotions. Like i said, we’re we’re thinking or feeling beings before we’re thinking. Okay? We moved to the process of of decision making. I mean, i feel like we’re sort of there, but okay, it sounds like yes. Yeah, well, i want to go there next. Well, one thing about the process, there is a lot of choice in today’s world, you know. Example, in the session we gave was going to pick out aspirin. You know, when you look at the isle of there’s, a spare for migraines and for sore muscles. And for all the different reasons you might have an ailment. But ultimately, maybe it’s the same. Product on homes have thousands and thousands of our possessions um, there’s research that shows that actually having too much choice leads us to make poor decisions, and we’re also dissatisfied with them. So having in the process fewer, fewer good options, but just a few and fewer variables, okay, karen is nodding a lot what you wantto into this? Well, i think that that ah, really translates well, when we’re thinking about that, the options that a lot of non-profits faces thinking, well, we can go in this direction, and we could do this kind of program or or use this kind of tactic, and what karen saying is is really like pairing that down and then making that decision and and the process of paring it down requires a decision as well. But i think a lot of us can agree that after a brainstorming session, it’s pretty obvious what some of the best options are, and then kind of taking a moment and taking a break, especially in, like, a working meeting where everyone has a chance to kind of reset and then that makes that actually makes the decision process easier on dh, that is really profound that sometimes people just want to kind of powerthru and say, it’s, getting towards the end of the day like we just need to make a decision. And that’s exactly right, you just need to make a decision. So in order to do that, you have to kind of think about all of these, all of the influences that air that are wrapped up in that. Okay, okay, we still have some time together. You spent ninety minutes on this and in your session, so has it goes quick, here’s a lot more to say and have enough time. This well, i mean, okay, the other the other part that we touched on in the session of the end was about creativity, because how can you choose the best option if you haven’t even imagined it? So part of it is developing some flexible thinking skills to, you know, be experimenting a little whimsical. And, um, you know, that requires sometime sometime in a calm mental state to do that kind of creative exploration. Eso we didn’t exercise in the session. We just ask everyone, what could you do with a marble? You know, similar to google? Asking what? Can you do with a pencil? Let’s? Try and see what we get. And some of the answers were like super unique. Jamie, can you ask the audience? Okay, what can we do with a marble? So it’s kind of fun? Yeah. Some people went really practical right away. Like i could hold it. I could put it in my mouth. I could put it in my head. I could put it on the table on dh. Then other folks also kind of went more creative right away. So one of our participants said you could write a haiku about it, which i she’s like it’s, not that left field, but but in the activity they had on an opportunity to work just by themselves and then to share and build upon. And i think what was really apparent is that a lot of the folks who participated said that that once they connected and started to build upon existing structure, then it it was really additive and really complimentary. And they started to go in more creative places. Yeah. Um, you know, along this line we were talking about the complexity of problems today and a lot of our problems are crossing borders and what is required. You know, i read something today about borderless leadership on dh you need a different skill set to address some of these problems. And so some of the things we talked about beyond creativity, where was critical thinking skills, you know, to look at all of the information coming at us and to be able to discern what is true and what is not true, what are some reliable sources, you know, and to be able to synthesise some of this information together with that we talked about being able to ask good questions, because that helps you ultimately make a better decision if you can clarify things so it’s kind of a lost art, you know, we reward people at work for having the answer rather than having a really good question and children asked several hundred questions a day on. Well, you probably ask a lot as an interviewer, but i do know i’m also child. I’m asking a thousand questions today in our day today, life like way asked everyone in the room, like, see if you can keep track of how many questions you ask today is probably going to be very few. Ah, very good skill to develop question answering how does that help us make better decisions? Jamie well, for me, i mean, in our work with the inside education, we we ask a lot of questions, so we do environmental programs with our students on we talked about natural resources in the environment and in that is this critical thinking piece. And so i found that if a student asked me a question and i turn it back to the rest of the classroom or or answered them with another question that it helps start to kind of peel back the layers and let’s folks realize they start to consider the question from a different perspective. So if i used the example in the session, you know, the first time a student asked me, well, what’s the difference between coal and charcoal? First of all, i couldn’t believe that i didn’t know the answer and it’s not a life changing thing, you know, like, i’ve gone so far without knowing that, and that was fine, but once i realised that it made me think to myself like, what else don’t i know about the world? Like, why don’t i know the difference between those two things and that’s the power of questions is that i know, like karen said in a professional life, sometimes if you’re if you’re in a meeting and and there’s questions about the reasoning behind the project that you’re working on, folks, khun bristle they can feel really defensive, but the power of asking a really good question is that it expands that horizon, and it helps you start to think about the bigger picture on dh then in that you’re able to think creatively and shift the paradigm and that that can only be helpful, you know? Okay, okay, we still have a couple minutes left. Let’s tease out. Come on. Did ninety minutes in a session. We’ll back on non-profit radio listeners. Yeah, never. I’ll never have your back-up billet. All related. Teo related to good questions and critical thinking is really about how we learn on dh and, you know, if you notice someone’s thinking process, if if if there’s a bias or they they they have a distorted reasoning, you know, we get defensive when people point out our errors. So the best way to help people see that they have maybe a flaw in their thinking is too created a learning experience for them to see the insight for themselves. Tohave a lightbulb moment an ah ha moment your mental mode shifts more easily when you discover it for yourself. How do you create this kind of moment? Teachers are good at creating this moment. What teachers are good you turned away from the mic, she said teachers were go to creating this moment on, i guess one of the ways that that i do that in a classroom with students is i you know, if we if we ask in opening question like what’s, a type of natural resource that we used to create energy, you know, some kids might have the answer right away and then others will be like lightning and it’s like, okay, so why did you say lightning? We don’t get electricity from from lightning, but why that? And then it helps them instead of saying no, you’re wrong because they’re they’re right. Lightning is electricity, but instead then we can kind of have a conversation about it, and then the student can come to the conclusion themselves working can work. Through the process themselves and say, okay, wait a second that doesn’t make sense, there’s nobody running around trying to capture lightning so that we can have power in our homes, but in that it doesn’t it’s that experience, and i think it resonates more with a student. I mean, this is such a trivial example, but like karen said, if, if there’s this this bias that occurs or this kind of error in thinking, i think everyone can relate to have someone if you have ah colleagues saying you’re wrong, the rest of the conversation doesn’t always go really well. So instead, you know yeah, you came, you can and it’s not avoiding the conversation, it’s just helping them kind of see, because that’s, the only way that that folks can kind of overcome is that if they experience that process themselves, it can be really hard to try to convince someone that they’re wrong and you’re right. But by building that experience by kind of understanding how our mind works and how thoughts are created, you can you can help increase that knowledge and expand the conversation instead of shutting it down and making it kind of antagonistic. Okay, okay. That sounds like a pretty good place to wrap up. Yeah, i think bernie’s consolation like you. All right. See, the closest to me is karen headed niimi, director of business and human resource is at the inside education society of alberta. And if the same society is jamie nelson who’s, an educator at inside education, ladies, thank you very much. Thank you. Thank you. Pleasure. Thank you. And this is that i thank you for being with us. Twenty martignetti non-profit radio coverage of sixteen ntcdinosaur non-profit technology conference. Thank you. Next week. Definitely not fermentation. If you missed any part of today’s show, i’d be seat. You find it on tony martignetti dot com responsive by pursuing online tools for small and midsize non-profits data driven and technology enabled. And by we be spelling supercool spelling bee fundraisers. We b e spelling dot com. Our creative producer is climb hyre off. Sam liebowitz is the line producer shows social media is by susan chavez on our music is by scots time be with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and i agree dahna what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist. It took two or three years for foundation staff, sort of dane toe add an email address their card it was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno. Two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It sze you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.