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Nonprofit Radio for January 9, 2015: Ethical Storytelling & Organizing Tools

Big Nonprofit Ideas for the Other 95%

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Lina Srivastava: Ethical Storytelling

lina srivastavaLina Srivastava is a storyteller and filmmaker. As you plan your stories for 2015, she wants you to know there are boundaries.

 

 

 

Amy Sample Ward: Organizing Tools

Picture of Amy Sample WardThere are lots of apps and sites to help you organize supporters and volunteers in 2015. Amy Sample Ward is our social media contributor and CEO of NTEN, the Nonprofit Technology Network.

 

 

 


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Oppcoll 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 happy new year. I am always optimistic around the beginning of a new year. I can’t help it even in the depths of the recession. I was optimistic at the beginning of each new year. I hope you enjoy time with your family and friends. We have a listener of the week, cheryl mccormick. If she has any glimmer of a connection, she says she listens live, including on seven mile beach at grand kayman two years ago, she blogged that this is her favorite podcasts had been a long time fan. Cheryl was based in carmel, california, and his principle of ascend non-profit consulting and executive coaching she’s at a send non-profit cheryl, i’m going to send you a video of the non-profit radio library. You pick a book and i’ll send it to you. Congratulations, cheryl, and thank you so so much for your longtime support of non-profit radio. Oh, i’m glad you’re with me. I’d be stricken with an outbreak of helio backdoor pylori if i had the stomach, the idea that you missed today’s show ethical storytelling lena shrivastava is a storyteller and filmmaker, and much more as you plan your stories for twenty fifteen she wants you to know that there are boundaries and organizing tools there lots of aps and sites to help you organize supporters and volunteers in twenty fifteen amy sample ward is our social media contributor and ceo of n ten, the non-profit technology network on tony’s take to the best of twenty fourteen and let’s help peter martino. We’re sponsored by generosity, siri’s hosting those multi-channel eighty five k runs and walks lena srivastav is with me in the studio. She works in narrative design, social innovation and digital storytelling for human rights and international development. She’s worked with unicef, the world bank institute, unesco, the rockefeller foundation and others you would recognize. Lina has been involved in impact campaigns for several documentaries, including oscar winning born into brothels, and he nominated the devil came on horseback, oscar winning you know chen today and sundance award winning who is diane e? Crystal she’s, the former executive director of kids with cameras, she now runs a social innovation strategy collective in new york, she’s at lena srivastav a dot com and on twitter at l k s r ivy lena, welcome to studio. Thank you so much for having me, tony it’s. A pleasure. Don’t be nervous. Sounded nervous, you know you’ve done bigger gigs in this. I have there are there are a lot of cold. Okay? It is. Yes. It’s ah it’s bitter twenty something out. Yeah. Uh, you love story telling matt i would say, master of storytelling what? Why? Why is it so critical for non-profits storytelling is yes, i love storytelling. I believe in it very deeply because i think storytelling is what builds community and it also represents community you can’t have. You can’t really understand your communities without really understanding their stories. So in what that means in the nonprofit sector for people working directly with community organizing with direct service with any of those things to really understand what your programs are going to be doing in terms of their impact on the ground, you’re going to need to know your stories and you need to know your community stories and a cz we think about gathering our stories and doing it in an ethical way, which were goingto spend time. With we need to be building this into our programs at the outset, right? As in the design stage and and strategy stage, absolutely so a lot of people, when they think of storytelling or narrative, they think of communications only they look att fund-raising they look at how you’re communicating with your stakeholders and that’s a very important aspect, but storytelling is a crucial part of effective, um, community facing program design. It’s really important for a piece of advocacy as well? Okay, a community facing, you know, way have tony martignetti non-profit radio we have jargon jail, i know that that’s a borderline one, maybe that’s not so jargon, but i haven’t put anybody in george in jail for a while, so i have kind of itchy triggered but a cz as people know buy-in parole comes comes very easily, so community facing what we mean by that. So a lot of program designed when when people are creating programs, they’re doing it in headquarters, they’re doing it in a strategic planning phase. What they’re not necessarily doing is involving members of the affected community of this is okay, you can put me in jargon jill, for saying this for the beneficiary community last way doing with that term, but they’re not necessarily involving them in program designed. So when i say community facing it means that you are ah incorporating community members, whether they’re ngo community organizations or committee leaders in your program to sign. And as we start to think about r our story telling what, what what do we need to be thinking about in terms of program, like, logistically, you know, i’d like to leave listens with things that they can take away and, you know, execute what what should we be thinking about specifically? So they’re a couple of ways to think about story think storytelling the term is pretty broad, right? So what you’re looking at is making sure that your understanding the human, the human aspects as opposed to the data aspects or the reporting aspects of programs. So what are the intended and unintended consequences of a program? What? What is the community saying that they need? I’m not i don’t advocate for communities on ly to be taking control of programs i’m not trying to cut out non-profits or institutions or philanthropists that’s not the intention here, the intention of looking at a community’s stories of the community’s needs desires their expressions, especially through cultural means. Um, what are they saying? That they need themselves, right? What? And how do you how do you integrate that so that’s one form of story and that sort of closely aligned with with design or, you know, human-centered design or ethnography or those kinds of terms, right? The other thing is, is just is cultural expression like how you make sure that what you’re doing is is respectful and relevant and resonant with the community? And how do you storytelling and culture? Um, how do you incorporate those things into the inn into the dna of your project or your program or your organization? Like, how do you make sure that that’s part of the philosophy and in a third way of thinking about stories actually producing story like actually producing digital web documentary, even journalistic pieces like, how do you then do that piece? So there are three levels of story, okay, if we want to find out what people are saying, their needs are mean is simple as interviewing people are having focusedbuyer oops surveys isn’t all that simple. Well, it can be can be all of those things, but it also does help to understand, i mean, the weight understand political, social and economic and cultural context is to understand how, ah, community and again, i’m broadly defining community, but how community is expressing itself? What are what are people saying? Right? What are they? What are they producing in terms of anywhere from theater to film to their journalistic pieces? So you want to be able to understand those different levels? And yes, it can be a symbols of survey or interview, but you really do have to understand cultural context on dh my second guessed today, amy sample ward is gonna have a lot of ideas about listen, using tools for listening to your community now, you said community is very broad, so i mean non-profits going to have lots of different communities, they have volunteers, they have donors, those two may or may not overlap. You might consider your board a community, you have people, you’re helping the people whose lives you’re hopefully changing and for the better, um, people in your physical community or geographic community is your commute, so we need to be aware. Of what? All these different communities i have in their in their minds? Absolutely yeah, i mean, you can’t really think about on ly one community is not just your community of donors, it’s, not just her community of ah ah, the quote unquote, the affected communities of people who are most going to be affected by the work that you do you do have to do. I mean, another way of saying it is multi stakeholder analysis, i suppose, but oh, that’s jargon exactly think that was last year that was okay. Excellent. Yes, yes, all right. And we’re going to continue the conversation. Of course we have to go away for a few minutes, and lina and i will get into ah, how to empower your different communities and of course, these ethical considerations and she has a lot of very good storytelling of our own to do with some film work. Stay with us. You’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding mobile giving event fund-raising direct mail and donor cultivation, really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Welcome back to big non-profit ideas for the other ninety five percent let’s do some live listener love st louis, missouri, bronx, new york, san francisco, california live listener love to you, the uk is with us can’t tell exactly where, but we could see one of the countries in the uk is represented also turkey welcome. We had a guest e h to m c piela who’s ah was based in madison, wisconsin, but he was he was from he is originally from turkey. Also, japan is checking in can’t see which city though konnichiwa, seoul, south korea on yo haserot live listener love and there’s more to come, lena time either. Yes. Ok, you’re feeling warmer now? Yes, you’re shorty’s warmer. This wound up. We got some warm water. Cool. Okay, um, but let’s see, you have some some very interesting film work that you’ve done and we want to keep in mind that and some of the, you know, the social change work. It’s very easy to use. What could be? Maybe, you know, inflammatory images or, you know, sort of exploitative images. And so, as we think about the ethical considerations, i’m hoping you khun build this into one of your some of the stories, like maybe born in tow, born into brothels. The story of young girls born of prostitutes in india. It wasn’t just young girls. It was it was children of eight children. Yeah, so i mean, that that’s an interesting case. There were that story’s. About eight children who learn basically photography from a western filmmaking. She was iraqi jewish, but a british born photographer who had actually gone to calcutta to photograph sex workers and the children of the sex workers who she was working with. Just sort of saw her camera and said, we want this too. We wanna learn from you. And it was just it’s. A very beautiful it’s, a very beautiful film. I’m very proud of the work that we did. There were charges from people in india that it was, you know, why’s this western filmmaker wise, this western woman, you know, coming in and trying to change things. And that’s an interest it’s an interesting charge and i can see where somewhere that charge could be valid. In this case, there are a number of reasons why i think the western filmmaker did this one. She was asked, and we put together some really interesting programs in country with indian partners and then scale that two different parts of the world and and the children themselves have been they’re not children anymore. They’re on their twenties now. It’s it’s been a while, but they all sort of benefited in different ways, and you consort of trace the impact, the direct impact on these kids. There were charges that people thought it was, you know, sort of hijacking their stories, and i can see where some people might say that i would argue against that. But i think the hijacking part it’s the the the tendency for some filmmakers, especially in film, to take stories from people who are living in the affected communities and use them to tell either a broader story that doesn’t really take into account what the community has expressed. What they need there was there was a film we started, a group called regarding humanity. It’s ah there’s, a facebook group in a twitter group, it’s a community aimed at this discussion about ethical storytelling, and we founded that group because there was a film called prostitutes of god, which was also an indian story, and it was a film that was made by a filmmaker with a non-profit i don’t remember the name the non-profit that was broadcast on vice, and the filmmaker went into a community of the of the aussies in south india. They’re sex workers connected to a temple to temples and told their they trusted her. She established trust, they told stories together, and then the way she framed the film, the community itself was extremely angry because it was a condescending portrait, and she just basically told the story in the way she wanted to do it. If the title is inflammatory, yeah, exactly. So the entire film is just it’s it’s not it is not representative of the community at all, and what they did is they did a response video. They’re like, you know, you haven’t represented us in the way that we trusted you to. This is not our stories, you’ve gotten everything. She had their titles wrong. I mean, like the way they identify themselves with within this community. And we there’s a group of seven of us who actually formed this group and two of us are left running it. And we’re like, we first regard regarding human going humanity on fish and it’s there’s a website regarding humanity dot or ge and were just like this. This has to stop, and it was sort of around the time of cockney twenty twelve you know, all of those and sort of looking at the tendency of storyteller’s filmmakers, journalists to take people stories and then use them for fund raising or for advocacy for their own sort of aggrandizement. And that was that’s something that we don’t want to see happen in the non-profit space i am not anti western intervention, i am not anti western filmmaker, not at all because i think there’s a there’s a way to do that, the way to tell stories together with community that is representative, you don’t have to be of the community to tell the story, but you do have to be extremely responsible and responsive to what the community is saying about itself, even if you’re critical of it. All right? So in our everyday work, no, what do we need? Teo, how do we police ourselves so that we don’t exploit and you know, and can cross a line, so they’re a couple of things. One is to make sure that when you’re looking at their different, we’re looking at still images, there’s looking, moving images and it also framing in terms of the text that you’re putting out one is to really understand what the cultural context is, what our community’s saying about themselves, looking at working with professional photographers, working with professionals, if you can afford it for sure, and making sure that the framing of image is correct, like i’ve seen images where you’ll have an entire story told in an image, and people are cropping in ways that becomes extremely disrespectful. Well, that’s, a very that’s interesting can you give me? Give us an example? Sure so there’s there’s a there was a photograph that i was looking at with another project where it was there was a grave site with a number of people who had were at the funeral, and they were sort of it was it was in central america and someone cropped the image and it was a mistake. But something cropped the image to cut off all the heads of the living people, and they were all you could see was the grave and people standing around this grave and you can’t really do that. Your dehumanizing the community, that’s morning. So we had to correct that, so that that that that kind of thing. You know, you know when you have an image. I don’t know, do you where’s the boundary to what? You know what you’re what you’re permitted to do with that image? I mean, let’s just suppose you have the person’s license and an approval and consent and all. Where do we draw the lines of the hide? You, khun how you can use it? I mean, it comes down to your own your own morality. Really, it does. I mean, there you there, there are templates. I mean, i have, and i’m still perfectly happy to share it on your facebook page or on your think there’s a there’s, a rubric that we created called the three arts it’s israel relevance residence and respect and it’s there’s a a series of questions about how you’re interacting with story or with image and for your interventions, but yeah, it’s, ultimately subjective, right there’s no hard and fast rules about the way you use image. But it does. I mean, ultimately you have to be. You have to understand that that people want to see that see themselves a certain way. I was doing an image search for another client and looking for positive images of african american males. I mean that were sort of license that i could license for commercial use, and there were so few, i mean, there’s a google image search, right? So this is we do have to create those images, we have to have access to those images, we have to be really careful about how we frame those images, and it can’t just be stock images all the time, right? When you’re thinking about it, i mean, it has to be the more personal you are, the better in your work. So, you know, just you don’t want the same image circulating in the same kinds of, like, marketing images. That’s that’s not what it’s about it really is about getting images, getting story, getting film, all of those from the people that you’re already working with with their permission, of course. And and in some cases you were you were executive director of kids with kids with cameras. In some cases, the empowerment is simple as providing the the tools. Yeah, i mean, i tend not so i just i tend not to use the word empowerment just because i think that there’s a there’s because that kana tates that i’m somehow empowering. Someone that i’m that you have the power, i have the power and i could give them power. Yeah, exactly. So i’m trying. I try to stay away from that word. I also don’t like the phrase giving voice to the voiceless that bugs me no end, okay, because no one’s voiceless, so but but yes, i mean, part of this is participatory storytelling. Participatory storytelling can be a really great way of ensuring that your story is representative, right, but that’s, not the only consideration husby. Good, it has to do what it has to be sort of actionable has to do what you wanted to do in terms of either it’s fund-raising her advocacy or marketing or program design. So it has to be useful, teo you, if you’re in the non-profit so participatory storytelling, someone way participatory media is a really great way of ensuring that you’re going to be that one of your ethical factory has been met. And then you have to understand you have to understand how image, how film, how any of this is circulated and distributed. How can we, you know, small midsize shops? How can we gain this expertise? And by the way, the link that you referred to the three r’s yes, we’ll put that in the facebook page with shows takeaways will be posted this afternoon, so if i have the link well or you can add it is a comment either way ilsen it’s ok, how do you it’s quite that expertise? I mean you either if you don’t have the budget, you do a lot of reading on this. I mean, there is a lot of reading there’s a lot of knowledge out there on dh we have some on the regarding human e website, you can just go and take a look at some of the case studies that we’ve got better to look at the facebook page because we have a constant stream of we like this. We don’t like this like what you all think about this s o it’s really about gaining that knowledge? You can if you have the buddy you khun hyre someone to help you with photography, with film or you can hyre storytellers locally there’s there’s something called the impact producersgroup on dh were a group of people who look at how you use storytelling effectively for social change, for social impact so and you can also look at some of the organizations that are doing this really well, like msf does this beautifully that’s doctors without borders argast borders oxfam out of the uk. So someone we’ve criticized some of their work, but some of the work is really, really good, and they’re smaller organizations that we sometimes highlight on the regarding community page, so people are doing that they’re they’re doing this well, yeah, we don’t want the negative it’s certainly it’s, eminently doable absolutely have to be very conscious exact of what you’re doing absolutely responsible. Yeah, exactly. There no throwaways here? Can you tell us another story? Maybe, maybe it’s a film, or maybe that doesn’t have to be one of the films you worked on, but because your work is particularly interesting because you’re building social engagement around trans media, whatever the media form is, you’re doing the social engagement work, but using the images of of the of another body of a body of work that that important that don’t say that tells the that reveals the issues. Yeah, so a lot of the work that i do as you say, it is an engagement, but i’m trying to bridge that gap between engagement and relevant action, right? So it’s not just about oh, we’ve raised awareness of the problem. So for example, you mentioned the film that we worked on called who is diana crystal now? This is a very large scale engagement thing, so it’s not necessarily. I wouldn’t recommend this as a model to smaller or mid sized non-profits because it it was its very large, involved project, but the learnings from then we’re about to issue our impact report, which will hopefully have some guidance for people. We wanted to make sure that the stories that we that we told were reflective of the honduran community that we were working with, and although i think they just lay the ground work so i’m sorry, is this a film is a film about a documentary about people leaving central in south america, he’s travelling north to the u s through mexico through mexico and crossing the u s mexico border, and the film itself is a story of one man who was found dead. On our side of the border in arizona and the quest to identify he has a tattoo on he has a tattoo on his body is danny crystal that zest that name? Yeah, it’s also. Exactly. And i can’t tell you who danny crystal is. You have to watch the movie, but but it’s it’s, it’s the story of i mean it’s basically the film director mark silver saw thie image of a skull in the desert. You know, he he and i were talking about systemic change and how you tell the story of systemic change and he saw this girl is like, what does one skull what? Just want an unidentified skull tell you about the world? About migration? And so we tried to tell that story about the systemic issues around migration through our website through a book that we wrote and produced, um and through a number of different participatory there’s something called border stories, which allows people to send reflections in tow our website. But ultimately it was about making sure that our stories lead to action both within the non profit sector are partners that we’re working with, and we had an entire engagement. Xero mechanism teo bring those people into program design, and also that it had effect in the village that this this man came from. He was ultimately identified so that’s that was e i think that there’s again there’s a very large scale project. It took about five years. But i think that there’s learnings there, but how you teachings there rather about how you can take your stories, work with the community, and then create ah, human portrait of your issue that then becomes actionable. Okay, so share a couple of a couple of teachings because this could be certainly done on a smaller scale. There were different. The smaller community. Well, much more community. You don’t have to have an entire involved website. You can do it with one image you can do with an image in a paragraph. I mean, for sure so you can do it in many, many different ways. I’ve worked on like xero budget projects, right? And still the quality is there hopefully, but what you can do is you can. One of things we did is we worked with a new non-profit called kali brie, which is one of our partners, and it was sort of born under the aegis of the of the social engagement, uh, platform that we created the woman, robin reineke, who is in the film she’s portrayed she used to work with the pima county morgue and then ended up taking her work informing this non-profit around it she has been sheena is she and we, the impact team, have been sharing images have been sharing digital asset social media so sure, lots of sharing lots of bearing, elaboration, sharing tool sharing, sharing cultural assets and then making sure that the work one of things that we did was have our website point her website for people who are trying to identify missing missing relatives. We’re trying to locate them rather and there is that all that’s stopping but that’s ah that’s an example of what is the community thirsting for? What are they saying they need in this case? It sounds like they were saying they need help finding missing relative. Yeah, exactly. And there’s no there’s, no centralized database for missing migrants, undocumented migrants or that they don’t get into our national databases. So there’s a there’s a real need there we have to kind. Of wrap it up, which kind of kills me. You’re one of the guests. I wish i had longer time. Tell me what you love about the work you do. Oh, it’s, just it’s, it’s, so personal. There’s, though, there’s, just so much room for you know, sort of a person to person, community, community kind of interaction, it’s, strategic it’s directed its targeted it’s all those, you know, sort of technical things, but it altum it leads about making sure that the people that you’re working with and on behalf of our always represented and i love using. I love using art it’s, just it’s, it’s, so much more passionate and juicy than a spreadsheet. Leanest, rivest, arba, you’ll find her at lena srivastav, a dot com. And on twitter at l k s r i v. Ok, sir, if lena, thank you so, so much for sharing a wonderful story. Thanks for having my pleasure. We have tony’s take two and amy sample ward coming up first generosity siri’s they host multi charity five k runs and walks for you if you won’t get enough people out to host your own event because you’re smaller midsize shop, so they put a bunch of them together if a five k event might fit into your twenty fifteen fund-raising then i hope you will talk to dave lynn he’s, the ceo of generosity siri’s, and you can reach him at seven one eight five o six nine triple seven or generosity siri’s dot com and please tell him you’re from non-profit radio i’ve got two best of non-profit radio twenty fourteen videos at tony martignetti dot com from a to z the less after ice bucket challenge show to zombie loyalists with peter shankman a few weeks ago, i picked out the ten best shows from last year. Check out the videos with links peter martino emailed me quote, i was listening to the last episode with amy sample ward and thought i might share something fun we’re doing here at martha o’brien center with a social media channel that is new to us, we launched a podcast with stories about our work in september end quote, he was probably thinking, you know, if this if this clown tony martignetti can do it, then certainly we can do it for ourselves back to quote ah, and we have received great feedback, including a wonderful article about the podcast in our local paper, the tennessee in endquote. Congratulations. I’ve peter, that is an outstanding story. Thank you for sharing. Peter would like to meet other non-profits who are podcasting their stories to share ideas with you’ll reach him at peter j martino on twitter or for the show it’s at bt l pod that’s, bravo tango lima, papa oscar delta, bi t l pod let’s help peter out. I would like love for our listeners and are the non-profit media community to ah to share. Maybe we’ll all learn something that is tony’s take two for friday, ninth of january, first show of the year. Any sample word? Alfa sierra whiskey she’s, the ceo of and ten november tech november oh my gosh, i’m losing my november tango echo november non-profit technology network she’s the ceo there. Her most recent co authored book is social change anytime everywhere. About online multi-channel engagement, she blog’s at amy sample war dot or ge and she’s at amy r s ward. Any simple word? Welcome back and happy new year hi, happy new year to you, thank you very, very much so before we dive into what we’re thinking talking about, could i just share a little bit about what you the quote from peter, of course you can yeah, yeah, i thought that was well, first, feel free to send me those things you don’t await until i’m listening to the show to share that, but that’s awesome on we’ve actually seen we’ve we’ve seen an increase in organizations thinking about podcasts and audio as as an alternative to trying to do videos, which i think have become a little bit more formalised for organizations they feel like, you know, they’re not making a video every week that maybe just a conversation that really the video is about the conference or the video is, you know, to be a companion with their annual campaign or something. So we are seeing an increase in organizations really interested in that, and i imagine that a bunch of folks will follow up with peter, after your invitation and sharing his email or twitter account, but a note that i can offer from antennas that we have these communities of practice, online groups of non-profit staff who are, you know, interested in the same topics we would love to start one that’s around podcasting and audio if their community members who want to be involved and kind of be the group leaders for that, so just let me know, just email amy am wy att and ten and tn dot org and weaken get you set up and have you, you know, finding finding other community members. Ok, cool. So you’re going you want to start at intend a podcast on podcasting? No. Well, a community of practice. So it’s an online group, and they can you can we are communities, the practice give you, you know you can use our weapon, our pot for me. If you want to have monthly webinars, you could just use the audio part. If you just want to have calls, they’re all recorded so you can listen to them like a bod gas but it’s just a way so that everybody can find each other and keep talking and sharing resource is excellent. Thank you very much. Okay, yeah, we have a ton of live listeners, so i’m goingto offer thee the hashtag non-profit radio if you want to join the conversation. Well, monitoring the hashtag here in the studio on dh please join the convo and you can ask some questions of amy or put in your own. Just add to the conversation however you like. Because we’ve got we’ve got new york, new york. We’ve got bayside, new york. We’ve got new bern, north carolina. We’ve got new brunswick, canada, boston, beverly, boston, boston, new york. Know sam boston, massachusetts and beverly, massachusetts and there’s. More live listeners out there. It’s. Amazing. Um, we are going to be talking. Yes. So what we want to talk about is organizing tools. And i think you know this show sometimes these shows really do work out. I actually do plan them out. I think this is a perfect dovetail. Two. What? Lena and i were just talking about it. I know. I know. You were listening in. Yeah, definitely. I mean, i think, you know, even though we were thinking of these beans, you know, maybe a way to highlight some tools that folks who are doing some community organizing committee management work would use really these air these air tools to help whatever kind of project you’re working on, whether that, you know, folks who are remote and collecting stories, and you’re trying to share those or i mean, whatever that project, maybe you need to be collaborating with people and being social and so, you know, we have a number of tools, many of them and ten uses, so i can i can vouch that they do work and that at least some humans have been able to figure them out. So so, yeah, happy to share. Okay, um, tools could start on your own site, right? Oh, definitely. I mean, i think i think that’s something that people forget, especially when you know what we can talk about different different groupings of what a team is that you’re working with. But sometimes you don’t know who the people in your community are that want to be working with you, and there may be incredibly, incredibly active or or community leaders that really want to give their time to you, and you don’t know that. Because you’re not making that an option. So i wanted to start from the pen of most broad place and remind folks that your website isn’t just a way to tell people about what you do or highlight your programs, but also let people who are looking to do something for you quickly have that resource. So one example, i thought i would highlight because i think it is something people can understand even if you’re not looking at the website is the girl scouts of northeast texas have a grate on their volunteer in the volunteer section of their website. They have a volunteer tool kit that has videos it has template. You know, you don’t even want to log in, and you don’t have to have contacted them first. You going to say i want to start volunteering? Let me look through what some of these resource is our that you’ve already made available so i can see what more i need. And then i can call you when i need more, okay? And what what else is there? Is there on their site that makes us noteworthy? Um, well, i think what is noteworthy about it to me? Is that something like the girl scouts or, you know, another organization that that has kind of programs that are recognizable? We forget that even though people know who the girl scouts are maybe or participate in the girl scouts, that doesn’t mean you just automatically know how to get involved or, you know, even if you are already involved, how do you know where to get the resources you need? Teo do kind of your volunteer role, whether that’s leading a group or participated in an event, etcetera. So what i think is most notable is actually not the content, but the fact that the content is made available publicly on the website you don’t have to know you want to be part of that, you know, special online group, or you haven’t had teo call them and get a password, too, something there, just putting it there so that anybody can get it a part of this, this kind of engagement and organizing is listening to what conversations are out there and that if you’re not doing that smartly, it can be really burdensome and time consuming because you got to go out and look at all. Your separate channels all the time. Yeah, and i think what is difficult for for many organizations, at least that i’ve talked to before is thinking, okay, well, we have a facebook page say, and maybe a twitter account i think those are often the most common to so say you’ve got in the counting on both of those platforms and, you know, you’re paying attention if somebody maybe comments on a facebook post, you know, that you put up on your page or you’re getting an email notification of someone is replying to one of your tweets, but you may you may be keeping it at that level and that’s great, i mean, definitely we should all be paying attention of people air directly engaging or commenting or replying, but there’s, that piece of the conversation that’s all those people that maybe you care about are talking about topics you care about, but you’re not following those and so making sure that that you’re also tapping in and of course not reading every tweet that goes by but making sure you’re you’re staying on top of opportunities to engage people on dh, not just waiting for them to reply. To you? Okay, how do we start doing this? This is the way we got a world wide web. Tio tio, listen to how do we do it smartly? Well, there are i mean, there are a ton of tools, so i put in just a few of my ah, a few of my personal favorites, because way which was using them, but again, i am just one one version of humanity. So there many, many tools out there, but one that i think that’s often overlooked because it’s not necessarily the most well, certainly not the most new but it’s also not the most social are google alert there free they’re just alert you, khun, get them azan email or and you just can put in whatever you want. You could put in your name so let’s use non-profit radio is an example i would i would put in non-profit radio i’d also put in the hash tag non-profit radio of people are using it without a space i’ve put in tony martignetti i would put in common mis spellings of tony martignetti on and that way, no matter what, let the robots of the internet go do that. Work and find where people are mentioning your name non-profit radio, et cetera. Or, you know, let’s, say today you had a couple specific topics you knew were going to be on the show on, so not using google alerts, but talking about our next tool, you vain tools that are actually looking at that social web to find you? Are there other experts on these topics? There certainly are about social media, you know, are there other people talking about still making? Are there other people talking about maybe locations that were going to be discussed as examples? All that kind of, you know, just putting out putting out some taproot to see what’s out there, i think can really help. So to tools to share first is mentioned dot com on it. I mean, you can just go there today and sign up for us, uh, free free by-laws log in and test it out. But it’s really for monitoring conversations in real time. And, of course, one of the benefits of a lot of these social kind of monitoring and management tools that there’s analytics built in so you can start scene, you know, what’s working what? Isn’t where there are popular comments or or even influential commenters. You know what that twitter user that aa lot of folks were retweeting. Okay, so mentioned is cool. Let me ask you quickly about just jump back to google alerts, aren’t there sure, cem cem shortcomings. I mean, i had, uh i had a conversation on the show last year with with maria simple, and we were sharing that and she had some alternatives to google lorts there there tend to be some holes in those aren’t there? I would say they’re holes in every tool and that’s why, you know, that’s? Why? I probably have, you know, ten different tools ultimately in the ecosystem of technology that i’m using because there isn’t one tool that does everything you need. You have overlapping alerts with different tools. Yeah, okay. All right. So, it’s pretty simple strategy. Okay. All right. So mentioned is cool. You like mention? Yeah. You also like sprouts social? Yeah. Sprout social is something that we’ve kind of test run at and ten and part of why it’s been a tool that we’ve used it in ten and something that i definitely hear from community members. Is the ability for us all to log in and see, you know, what’s happening on the inten or twitter account or on the facebook page, etcetera? So everybody being able to see the same thing and not all logging in independently, all replying to someone’s tweet without knowing that it has been replied, you know, that kind of confused, um, process and, you know, not just confused, but really a waste of time, right? If there’s three people all trying to respond to someone that’s great, that three people care to respond, but, you know, there’s, only one needed so krauz social really helps with that kind of multiple people on a team being ableto log in and monitor things together again, similar to mention it had some of those analytics pieces. So, you know, measuring what’s, working in real time and figuring out where that prioritize, okay, we have to go to a break in in about a minute or so, the sprouts social have a free component, or is it is it fee only? Um, it has at least a free trial, and i, uh i would imagine that it has either free or low cost option. Or, potentially, i see they tweeted you, perhaps we can treat them really quick on the brake on and ask about their non-profit options. Okay, did they use the do you see the tweet? Did they use the hashtag non-profit radio? They did. Okay, well, sam will pick it up on a break. Why don’t we go away for that break? And when we come back, you and i will keep talking about some other tools we got, we got box, we got slack, we got doodle, we got lots of valuable tools. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they are levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests are 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. If you have big dreams in a small budget tune into tony martignetti non-profit radio, i d’oh. I’m adam braun, founder of pencils of promise. I got a little more live listen, love, we got woodbridge, new jersey, i don’t think they’ve been in before. Welcome, i’ve listened love to woodbridge, new jersey’s also belgium i’m sorry, we can’t see your city in belgium, but welcome and beijing in china me how amy, i saw that you tweeted sprout social, but we didn’t get a response from them yet we’ll see if they’re listening. I don’t know, i don’t know where they’re based and we’ve got a lot a lot of live listen, so i’m not sure that with us, but in case we will, uh, we will continue and sam is watching the hashtag if if they do respond bonem you got some more for for manager? Yeah, we want to go from how about we go from listening? Teo managing your your team or your constituents? Your your communities? Yeah, so one tool that we’ve been playing around with at and ten is flack and black is, um i know that on the show before tony and just realizing that i’m no longer a spring chicken of non-profit radio going on here multiple years now, this was probably a long time ago that we talked about it, but we talked about a tool that totally still exists yammer so it’s kind of like a twitter or, you know, social network, but it’s just inside the organization, black and similar. So it’s, a new internal organization tool on dh some of the reasons that i think it’s cool and wanted to share it today are also the reasons why n ten started testing it out and playing around with it. So one is, of course, it’s, that internal tulani searchable and you can post things, you can have different groups, and people can say, you know, so and ten is an example. We have a group just for the upcoming conference, so if you want to share an update our hey, i secured, you know, this rental and here’s the contact, if anybody needs it or, you know, whatever those kind of just little notes that you don’t want to just send us an email and overwhelmed everybody, but you want to post somewhere so it’s it’s a cool, flexible tool for that, but it also allows you to pull in social media content. So for example, we have staff who believe it or not are not on facebook or some staff who are not on twitter and this way. We can pull in everything that the inten you know, facebook, profile, post or that we post on twitter from antenna so that all staff can still see what we’re posting or promoting or talking about even if they’re not on that platform on dh that’s been helpful for staff? Who can say, oh, gosh, i see it’s been three days since we, you know, posted about this upcoming event. Could we get another, you know, post out there about it, even if they’re not again following that channel. Yes. Excellent. Okay. And i saw slack. Does have is free, like is free. Yeah, i love that slack. S l c k dot com. Yeah, and it’s pretty it’s. Pretty fun. And you can, of course, set up notifications. And you know those different customs things. If you want to just go check at first if you want to be overwhelmed with emails, but yeah. It’s a free tool. Go check it out. Okay. So then, when it comes to all of your content, i think this is something that we get a lot. Of questions about on dh this goes for bulls working with your internal staff teams, but then also, you know, maybe staff and bored collaborating on things or staff and volunteers in the community collaborating on things on an interesting example where where we have content that we need to be sharing with people outside the organization is at our conference. So all of those people who are presenting, you know, up on the main stage, the opening plenary when we need to have all of their slides, and if they’re sending it to me, an email there video files could be too big, they’re you know, i might lose track of which version they have, so finding some tools to share share content on, and i think a lot of people have heard of drop box s o i wanted to share on alternative so that people had a couple of options to review called box and box dot or ge is free for non-profits, and it works similarly to drop box so you have your files and folders and you can upload things and share things, but you can also be collaborating on a document and have those notifications about revisions or comments that other people have made a cz you’re working on things, so i’m just thinking back to the beginning of the show and and having content, whether that’s videos or, you know, documents with text all of that that you’re trying to share with people, probably in lots of different locations, okay? And i i saw that they have up to ten free user licenses. That’s what you’re referring to? Yeah, so you can have ten can for free ten accounts? Yes, you don’t. Okay. Uh, doodle for calendar ring. We just have about a minute left. Okay, well, that is fine. Doodle is extremely simple and easy to use, but it is a tool that i do not know how i would operate without it. Take you ten seconds to get a doodle set up. But this is for scheduling calls, figuring out when people are available, it has time zone support, so it’ll tell people, you know, the times on there in you don’t have all of that. Oh, i thought i was responding in east coast time, you know, but it’s a really great flexible tool. That’s free to use on guy. Couldn’t recommend it more interfaces with whatever calendar using whether it’s ah, whether it’s an app or it’s i cal or its outlook, it interfaces with a bunch of counters. I used to use it, and then they ran into trouble. I think they weren’t supporting apple for a while and then now i have to get back to it. Now, on your recommendation. I’m going to check out doodle again. Awesome. Okay, we have to leave it there. Ok. Well, thanks for letting me share all those different tools. I know it’s always something people like just to have a tool that could go test out. Absolutely. Yes, people do love it. And thank you for offering to help peter martino that’s a map award. You’ll find her at amy sample war dot or ge and at amy rs board. Thank you again, amy. Yes. Anybody interested in podcasting community? Let me know next week. Henry tim’s, the founder of giving tuesday. How did this thing get started? How did it do in twenty fourteen? There are some people critical of it. We’ll talk about all that. How did you do? Please let me know tony at tony martignetti. Dot com like to incorporate your returns your experience with giving tuesday into our conversation next week also, jean takagi are legal legal contributor returns with the fourth sector, which is for-profit social enterprises. How does this trend impact you and your work? If you missed any of today’s show, find it at tony martignetti dot com generosity siri’s good things happen when small charities come together. Their generosity siri’s dot com. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer. Music is coming. Stand by. Got a long one today. The show’s social media wass by julia campbell of jake campbell. Social marketing. But we have to say goodbye to julia campbell because she’s having a baby this month, actually, next week. Congratulations, julia. Thank you. You were terrific to work with. Thank you. So, so much. Lots of good wishes for you and your family. The show’s social media is by susan chavez, susan chavez dot com susan chavez. Welcome to the show. You’re already doing an outstanding job. Technologies from julius. Outstanding job. The producer of tony martignetti non-profit radio is john federico of the new rules. This music is by scott stein be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Please 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 am or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you gotta make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones me dar is the founder of idealised took two or three years for foundation staff to sort of dane toe add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gifts. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five.

Last Best Of Nonprofit Radio 2014

Great ideas on using video (from NTC, Nonprofit Technology Conference) with Michael Hoffman CEO of See3 Communications

Protecting your donor promises: Robertson v. Princeton with Prof. Doug White at Columbia University.

Personal Branding with Dorie Clark.

New domain .ngo, including explanation of how domain naming works (I learned a lot!) with Andrew Mack (AMGlobal Consulting), Glen McKnight (NARALO) & Evan Leibovitch (ICANN) (also from NTC).

Female Technologists: A really smart panel with Dahna Goldstein, Rose de Fremery & Tracy Kronzak (ditto, NTC).

Nonprofit Radio for December 12, 2014: Auctions, Raffles And Cash Calls & Social Appreciation

Big Nonprofit Ideas for the Other 95%

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Yolanda Johnson, Tracey Drayer & Neill Bogan: Auctions, Raffles And Cash Calls

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Yolanda Johnson, Tracey Drayer & Neill Bogan at Fundraising Day 2014

When are these appropriate for your events? Do you need professional help? How do you create drama? And when do you get paid? Neill Bogan is director of development and communications at New York Common Pantry. Tracey Drayer is executive vice president for Nassau Region of Hadassah. And Yolanda Johnson is development manager at Princess Grace Foundation-USA.

 

 

 

 

 

Amy Sample Ward: Social Appreciation 

Picture of Amy Sample WardWe’ll look at social engagement for member appreciation or maybe your donor appreciation campaign that doesn’t include an ask. Amy Sample Ward is our social media contributor and CEO of NTEN, the Nonprofit Technology Network.  

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Yeah. 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 geneva community radio welcome in upstate new york, they’re on the northern tip of seneca lake, one of the finger lakes in new york state. So glad to have geneva community radio as our newest affiliate welcome and i’m glad you’re with me. I’d suffer the embarrassment of period in sign of itis if news leaked out that you missed today’s show auction’s, raffles and cash calls, when are these appropriate for your events? Do they need professional? Do you need professional help? How do you create drama? And when do you get paid from fund-raising day twenty fourteen, i was with neil bogan, tracy dreyer and yolanda johnson, and yes, my voice just cracked like i’m a fourteen year old. Also social appreciation well, look att social engagement for member appreciation or maybe your donor appreciation campaign that doesn’t include an ask amy sample ward is our social media contributor and ceo of n ten, the non-profit technology network between the guests on tony’s take two, no more rock star consultants. We’re sponsored by generosity, siri’s they host multi charity five k runs and walks here is my conversation on auction’s, raffles and cash calls from fund-raising day twenty fourteen earlier this year welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand fourteen. We are at the marriott marquis hotel. Thriving new york city times square with me now are neil bogan, tracy dreyer and yolanda did johnson there? Seminar topic is auctions and raffles and cash calls. Oh, my way. Talk about maximizing revenue at your events. Seated well, he’s, the only gentleman on the panel. So you know that he’s seated next to me is neil bogan is director, development and communications at new york common country. Then we have tracy dreyer. She is executive vice president at nasa region of casa. And then yolanda johnson, who is development manager for the princess grace foundation. Neil tracy. Yolanda. Welcome. Thank you very much. I was using i was a quarrel. Could be jingle singers. This is wonderful. Okay? We’re trying to maximize revenue at our events. Let’s, start in the foreign there. You’ll wonder what what are what do you feel that non-profits are not getting right at events that they could. Be could be better at well, i think that the particular area that i’m covering within our session is auctions silent and live auctions, and i think that what non-profits can probably do a little bit better is think more strategically regarding auctions and their audience do the analysis to know who’s going to be in the room and just tell you what you khun selling, how you can sell it. Um and i think as faras live auctions are concerned, really making the determination of what will work, you don’t always do a live auction, you know, when they fail, they fail publicly when they’re successful, they’re very successful public, so you’ll be able to talk us through how you know when you should do whether you should do one. Yes. Okay, okay. Tracy, what do you want to you’re part of of actions and raffles and cash calls all by my part is rapid, and the important point with rappels is that it should be considered an integral part of the entire event, not just in ad on at the end. So planning for the raffle, especially for a large ticket event, needs to begin at the same time planning for the event begins because gathering enough prizes tohave event, a raffle that looks interesting and exciting to bid on or to put in your tickets or buy more tickets, increase the number i think it’s you were planning to buy because the prizes look good is very important. Tio tio gather a lot of prizes and that can take a lot of time. Okay, neal, i presume cash calls is that your expertise exactly cash calls are a great way to provide the right kind of opportunities for your audience to give if you feel that the cash call is right for for who your audience is and what? What your organization which cultures? Okay, let’s, let’s stick with cash calls neil, what is akash call it makes everybody understand what we’re talking about. Cash schnoll is a variation of a live auction that depends on the skills on dh, maybe charisma of your auctioneer and the messaging of your organization. But rather than selling on object or an opportunity, you are offering opportunities to give what does this sound like? What is the person say kickoff akash call they’ll say thanks for being here to support. The new york common pantry, about which served forty five thousand new yorkers last year with almost three million meals and to start off five thousand dollars, will provide groceries for five families of four for an entire year. And now here she is saying this to the entire audience of the entire audio and go ahead. So now we know it’s it’s, almost always the culmination of a benefit or a dinner of another fund-raising sametz come in the end. So it’s been, everything has been prepared, everything you’ve done is leading up to this cash call on. In some ways, if you feel a casual is right for you, you’re home giving program your whole development program leads up to this moment because for some people it’s when when they want it, okay, but before we get to the context, i wantto make sure people understand what it is we’re talking about. So what are people now inspired to do? Five thousand dollars could do this. What people literally raised their hand if you’re doing it manually, let these days there are processes where you could do this almost entirely digitally, although a live auctioneer will usually still just worked with raising hand and you’re committing to five thousand dollars. You’re committing to five thousand dollars and someone will come to you immediately to confirm that in our case, we use simply a preprinted card. We have volunteers spotted around the room, just like spotted us at any auction. They come right away. Come on, get your information. Hopefully a check or a credit card number. Oh, really? Right then. This is not a pledge for within the next six weeks it can be, but the best way to cover it on our experiences. Treyz lorts credit card person is enthusiastic there. They made their public commitment and they’re ready. So so do we. Take them away from their table and no move to the side of your arse. Wipe with our swiper. No way with a hand held on a little square was swiping right there yet. Or even just write the number down on a on a traditional okay paper card. Okay, so and this comes more at the end of an evening. Yes. In our case, the messaging has built through a whole program. We have honorees. People have spoken about our organization. We capped. That with a short video that really tries to show the impact that we can have for people who need food support on show how we can make things better with these folks on dh provide some of the emotional contacts and then videos over the auctioneer steps out and begins against okay. Now, this cash call is one amount, or where we get a bunch of people with five thousand and then we’re not going up to ten thousand way we do it is we actually we start high and work down. Okay, come on. We always have abid arrange three positions. There’s no dollar amount that goes unanswered. That that’s right way. Find that if you get the top couple of prearranged lower winds will take care of themselves. Okay? Spirit is hitting a room and okay, where does the common pantry start? What dollar amount? We started at five thousand dollars. Okay. Believe one year back on your first started. Ten weii brought it. We brought it to you learning and other charities. The first cash call, maybe five hundred. I mean, i’m standing on the side of charity that wear with all of your donors. We i think all three of you say you need to know whether it’s, whether each of these is appropriate in your organization, not only weather, but how five thousand starting in five thousand, somebody else might start in one thousand, right? That’s right where they might decide that this is not really not the way that they’re okay. And why might that be? Why my cash now? The zoho pure listen, because these are all good questions for you, too. How do we know when whether, how to? Forty martignetti non-profit radio details so people can execute or or follow-up with you and just fill in a couple of missing gaps that maybe we didn’t think of together? I would say in our case our board and benefit committee are very attuned to who there who their audiences to who our community of supporters is way have some provisions and really, you know, people ask people, would you do? Akash called, i believe before the first time we ever did it, we got a positive response, okay? It worked on we’ve been able to build on okay, so if you can preposition some people at the right dollar amount, maybe it’s worth doing that that’s, right? If and of course it does depend on in general, let e-giving level on the capability of your audience on your supporters. There may be a different type of event that it isn’t the right tone for their questions of tone and taste, but it we are event is i’m not too formal, it’s it’s, really, you know, trying to be aboutthe impact. The organization has so it’s, all right, it’s, the right tone for us, okay, alright, neil, what will come back your work, by the way, you’re welcome, teo, contribute to him, and i didn’t mean to actually dahna silo you, yolanda, if you had come on time, monisha you want camera, so he you’re probably better off because you were going to the hot seat. You’re going. I was gonna position you here. I’m glad i came down for coffee and realized that was early. You got stuck, right? Okay, so you want to go? You want teo, think about staying closer to you. I didn’t want to add one thing about courage calls. And that is, we had a very successful one that the end of our awards gala last year thinking very strategically towards a big, even if you have something different that’s coming up. Our gala is usually in new york city. It’s going to be in beverly hills this year. And so we said, we’re going to beverly hills, who wants to buy the first ground level table of fifty thousand dollars? And we got a taker. And he said he wants to buy a silver table. A twenty five thousand dollars. And we sold eight in about five minutes. So when you have something exciting and new and different, i think that’s also a great opportunity for cash. 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. You you don’t mind, tracy. We’re not a couple. We’re definitely will definitely get to the auction’s. Short shrift, the auction’s around. Sorry, we’re doing auction. I’m sorry. Go ahead, yolanda. You’re the first person who said you have to decide whether it makes sense to have an auction. How do you know? Well, i think that you have tio determine who’s going to be in the room. So the affluence e of the people there the intro it’s of the people there in accordance with what all items you have to offer. I have done in death analyses of our donors and what they like and those of the items that i go after. And then i know that i can sell them when those people are in the room. There’s no use in having things that are random for your demographic. So are people love travel. They love beauty treatments. You know, in certain things there’s certain things that they like. They like like that, they like to dine out. And they also like things that are mission centric, so unique opportunities with our artists. We support emerging artists in theater, dance and film at that emerging staged toe where? You know tony kushner wanted princess grace award in eighty four and look at what he did. So they love those unique experiences to be around the artists. So you need to know your no your constituents. You need to know your constituents getting to know you need to do an analysis of how much they have paid in the past. What you really think they will pay? This’s a very calculated things were just going out soliciting a villa here, or or i don’t know a car rental their you know, whatever you can get is not being particularly teacher. I don’t think so. Now there are times when you can get things. Because i also believe in packaging. You know, you have one thing that maybe, quote unquote random for your for your audience that you take something else that goes along with it that they love. And that creates a package that will still want to buy that. Do you do this on auction? Just once a year at a major gala? No, we do auctions just about every event. Okay, always with a professional auctioneer. Only with an auctioneer. If it’s a live auction. So we only do a live auction when it when we have items that are live, auction worthy, okay and what’s the other type of auction, silent auctions and online options. Okay, so silent auctions that’s where people are dropping their little tickets into no, no silent auctions where you walk up, you know, like we’d be in this room and then you have the bed sheets on the table and you have something displayed there showing you what auction the auction item is and you sign up for it. People competing, they wait around the aino labbate each other what they do, they stand around looking to see who signed up after they really will do that. Ok, ok. That’s. A silent auction? Yes. And then the online version online version, which really is very interesting, because then you have a global audience. You know, my organization, it’s, the princess grace foundation yusa. But we also have constituents in europe, so that gives them an opportunity to participate. So let’s say a little more about the live auction. Now, you said not always with an auctioneer. Oh, yes, always within our woobox naralo okay. What’s the value that the live auctioneer brings over having someone from the organization do it let’s make this clear. I’ve done it both ways. I would say that if you have someone who’s, extremely charismatic and has the experience to do it and has the report within the organization go for it, have a boardmember someone like that who’s, very charismatic, you’re live auctioneer weinger but for the most part, i would recommend having a professional auctioneer, we tend to use people from the professional auction houses who and, you know, it depends on the audience that evening. Sometimes you want someone old guard and then other times you want someone who is a little more hip. We’ve used people from paddle eight, you know, very, very hip and young, and we’ve used people from christie’s and sotheby’s, so it really runs the gamut according to what you have. Ok, i assume battle it is an auction house, it is three i’ve not heard of. Okay, well, enlighten us something else about auctions that we haven’t mentioned yet about so let’s focus on so we can start with why and a little bit about how but what else? What? Else would you like to share? You’re going? I think i would like to share that non-profits should be very weii already talked about strategy, but they should be careful in protecting themselves as faras auctions are concerned. Sometimes people don’t think all the way through, you know, the paperwork of an auction i arrest standards, you know, making sure that you have back-up for values, making sure that you have actual donation forms or emails and type of paper trail on file because things can come up later, you know that you want to make sure you’ve got all your ducks in a row. What happens after someone wins an item? The auctioneer is given the item to that person what’s the next next step where they just a runner come the way neil was describing come over to them or yes, we have. I like to build drama with my live auctions, so sure. Oh, look at this she’s lighting up your life. You’ve been lighting up since you got here. Really? But now even more. Yes, sir. Share the drama in the live auction. So one two things you khun dio i’m giving away secrets here, so there you go, everybody. But you always have to have a person in the house who’s going to buy the item, okay? And then you can have someone else is going to try to outbid them just to keep the drama go. Both of those predetermined? Yeah, you figured out this’s always a lot of behind the way you need to show you the show. So i’ve got i’ve had one person in the audience once before, and we knew that he was going to bid up to one hundred thousand dollars for this item. You had explicitly asked him to do this. And we told him you can stop there because after their, you know, you’re gonna have to buy it. Okay, thie other person was we had someone on the phone who we knew wanted it very badly. So we knew strategically we could get that person to go to one hundred grand. They kept outbidding each other. It got the excitement. People were yelling in the room. Everybody was looking around and then the person on the phone one. But we’ve got to up the ante because we have the other person in the room who was going toe to keep it going. Now that khun go rogue. I’m not a person who did not have the money did she kept going and it was just like, wait because it’s out of your control that that happens. But it all turned out. All all ended. Well, she got a little too busy as well, but okay, but it ended. It ended. Fine. Yeah. On dh then the other thing that you can do to build that sort of drama and the room is to ask ahead of time if your top item can be donated twice and then it winds, you know, someone bids on it and they win it and you’re like, oh, my god, the auctioneer says this is such an amazing item and it went once oh, my gosh! Wait. What’s this okay, they’re coming over to meet. They’re going to give it again. We’re going to have tuesdays at their bill and you know, and so then people go insane and you sell two. Outstanding. Alright, so there’s. A lot of choreography. Yes. Goes into these indeed in advance. Okay. Excellent. All right, tracy. Well, can i first make a comment about you? And you may not know, but there’s a booth over there on the other side of this room where they do silent auctions on your phone so you pay them for the service, and instead of going to the traditional clipboard and writing down, you know, how much of it is you put it on you pick the ones you wanna bid on, and then if you’re outbid, they send you a message so you can keep bidding, so because more game on your phone, you can still work the room. You don’t stand next to your item, you could be having a drink with your friends on the other side room and not i forgot to go back that you will run over, right? Everybody runs over to check out what’s going on in something, make sure you’re still okay. Even got the apples don’t want to see you. I want a visual visual confirmation, ok? Yes. So, tracy, with raffles. How do we know whether we should be doing a raffle at an event? You should be doing a raffle event no matter the level of the event you could, of course, charge less for tickets if it’s. A smaller event. So add a basic meeting. We may hold a raffle and the tickets would be one for five three for ten, seven. Twenty oh, and you just got you know if you don’t have items. If you haven’t got them donated, you might just go out and buy some some nice items and people have lower expectations for the price. But at our larger event of the year, we will charge raffles at five for one hundred three, three and one grand prize for one hundred euro hyre level. So of course they anticipate that the prizes will be of more substantial value. So as i said, the raffle work begins as you start planning the event so it’s really two phases. First you have to collect the prizes so you have to go out and use all your contacts. And in a given community they could have an endless number of organizations coming to them appealing for a prize. So you have to do something to differentiate yourself or you have to have contact at a at the store. It’s best to send in a good shopper to be the one to ask for a raffle. Prize to be given, yolanda is nodding shops shopping skills are important here. Yes, indeed on. And also now, if you go to a store that’s part of a chain oftentimes it’s not that store that you walk into that can give the price, i have to go back to corporate headquarters. So then you need the manager or someone in the store to be your advocate and actually write a letter to headquarters and say, this organization deserved the price. So it’s really quite time consuming, and you want to gather prizes, and sometimes even if i’m the letter to the potential donors, it says we won a prize value of one hundred fifty or two hundred fifty dollars, they give you something that doesn’t achieve that level. So you might want to put together a basket of smaller items so that it looks more substantial. So so that’s your pre event work of really collecting the raffles and wrapping them in a beautiful way, right? Because we’re displaying these at the meeting or the event, right, everything is on is on display. So you want the look of it to be something that stimulates the purchase of the ticket so as soon as the person now now we’re at the event, and as soon as the person walks in and gets to the registration table and comes to get their names head, they’re asked if they want to purchase raffles so and what we often do at a fancier event is in the envelope with their registration ticket. We print out their names on stickers, sort of like the ones you receive from the post to put on return address, but just their name so it’s a little fancy or looking at everyone elearning princessa xero princessa reprinted we know who’s coming so we know who’s coming in an envelope, they may not use them, but we’ll give them say, twenty stickers will be very optimistic on when they go in there. They’re just fixing them to the raffle ticket instead of, you know, student with pen and leaning up. So that sets the tone of the event also it’s a little fancy. I have to interrupt nufer secretary what about something that doesn’t look so sexy? Like its a rental of villa or something but person’s giving you like a certificate? So, you know, and you all you have is an envelope. Well, this one wouldn’t go into a lovely gift bag or it can be put in cellophane and wrapped with ribbon, or or something like that. It doesn’t have to be the item it and as long as there’s a description and and at a table of, say, thirty five raffles, you could also have a list of all the raffles, and it explains what his item one is this too and so forth so the people can choose so there are a couple different types of right? Well, there are many different types of apples, but the two main that we use is as you put your name on the ticket, you can put it in a large receptacle and then i don’t want pull the first ticket item person number one gets it and so thie other way is to wrap each item’s. Watch the watch, the infrastructure here you almost made like an earthquake. What your elbow there knowing my own strength very fragile. Option two is to display each item wrapped beautifully and put a identify which number it is and have a separate receptacle in front of each item, so then the person could take their tickets, and if they like item number two best, they can put all the tickets. Is that preferred? Because then people know what they’re bidding on versus beavers of being random. It depends. It really depends. So i would think that my personal business that that i would prefer that because i don’t want to put in for i don’t want to win a raffle that’s, you know, sixty miles away from my house for nothing, but i have a friend at a recent event. We switch to that method, which we haven’t done it at our particular event, and she happens to buy a lot of raffle tickets and typically, she wins this year she did not win, and she was a little frustrated because when you put in the big one, big pot and you, you know, ten percent of the pot, right, you’re probably gonna be picked, but in a little receptacle, if you spill it, split your stuff out so she personally felt it wasn’t good, but most people really enjoyed it, and our gift wrapper takes great pride and how beautifully she wraps, and that adds to the whole. Piece and then you can spend more time. So if your cocktail hours truly an hour and you know how much can you drink or eat there, you walk around with your friend to discuss the items. Where should i put my peace on that? And also instead of just selling raffles at the front door, you also have someone selling raffles right at that table. Because if someone sees something that they really want to win, they might buy more raffles and increase their odds of winning are putting more into that individual. Recep, buy more right there at the table, right. Ok, so there are many other types with those of the two main that i’m familiar weapon and i would say, and then there’s also grant prize raffle. So sometimes you have a few raffle items, prize items that are well above the other level. So you call that a grand price so you might sell grand prize tickets for two for one hundred or as i said before, one hundred dollars each of three regular and one grant so that’s a separate drawing. So what we have started to do is when you have thirty five. Prizes to draw if you’d spend online time with your audience just drawing name after name, it wastes a lot of time so weii draw the prizes outside the room and then we deliver them. We run around the room delivering them to people so it’s very exciting drama people coming so, like last year was delivering a big item. I walk over to the table and everyone’s looking at, you know, oh, who’s the winner when we hand it to the person gets very exciting like that. But then the grand prize, you always drop publicly because that builds up a little excitement there, okay? Anything anybody wants to add either if you want to add on the raffle side, you still have a couple of minutes together. Did you want to just speak to? I’m big on the back and this year about the paperwork involved in different things with apple? Thank you. Yes, you should before raffles or anything as i’m sure you need to check with the gaming local gave the new york state gaming commission and see what then kind of you need a permit, then from your local municipality as well? Non-profits don’t always do so? They definitely don’t always do it. But it’s, they should be doing that’s between you and your accountant. Nobody listens to this show anyway don’t work, but that will never be heard. That’s really? I mean, even at a p t a level we had to do that we had to go for the gaming license and the minister, and then there’s also tax regulation depending on the value of the prize. And then there’s also an affidavit that you can have someone signed a waiver for the organization that you know what the price falls apart afterwards. You don’t them coming back after the organization so they can sign a waiver as they receive the prize. And that protects you your london you had mentioned earlier to the you didn’t say the qualified appraisal, but that’s what you meant the mixture you have documentation for the value of the prize for the value of the prize and just from our own experiences, i’ve developed several it’s, not a paperwork burden, but we’re very well protected from both perspectives from if you give us something, it becomes our property is not something you can never get back once. You donated to us and it may or may not be. It’ll be used at that event if it doesn’t sell it, that even we’ll try it at a different even. But you cannot have it back. Excellent. Good to know that policy. Yeah, wanna implement it way took a lot of time to get it to solicit it. It’s ours is ours. And if it doesn’t go this time, we’re gonna we’re gonna hold it right. Always keeping a good relationship with that donor. But being up front that we really believe in our partnership and we want to take this item we know will sell it to somebody if it doesn’t happen at this. Okay, i think you had mentioned that sometimes your donor’s tried to set the level that you should be able to get for it, like they say, the minimum bid. But we like to avoid that. You know, i’m just saying, oh, yeah, i know you said you had an item one, so i still have it. Don’t let donors minimum it’s actually their prerogative to do so? I mean, they’re giving it to you, but if you can at all avoid it, try to because some places everyone, you know, if you’re giving something of your own and you’re going to set a high value, its worth a lot to you, but it may not sell in the room, you know? We know what will sell their different inflections with different items and better as a bargain, then as a top in-kind anything, neil, i’ll give you the last words way hadn’t heard from you for a while. Well, there’s follow-up for about thirty seconds, ok, obviously taking too long, you’ve got be secure. You gotta know, let each of your donations or pledges is that you’ve got documentation for each one or the actual payment you’ve got tio secure them in a fairly hectic environment. Then get back to your shop and record them and acknowledge them right away. Just like any other donation. Okay, treyz e-giving last word. Okay, one last thing neil had mentioned before that you take credit card numbers, you take credit cards and sometimes you scan and sometimes you just write it down way had an incident with someone about two hundred dollars worth of raffle prizes on. We didn’t scan at that point, we just wrote down the numbers, went back to the office, he just they didn’t win. They disputed the charges for seeing the raffles and we lost out thatwe had we had our terror, even the even the old fashioned hoops. Swiper, even your fashions white, the old sorry that you ever really went over the side. But that’s something. We’re now very cautious because of this one incident. I feel bad you longer you want to. You want to wrap up anything you want, teo? No, just thank you so much for having us. Opportunity. You’re welcome. Thank you for your mentor. I you know, i was just i don’t want it. Thank you very much. That is neil bogan and tracy dreyer. And you latto johnson. Thank you so much. Thank you, tony. My pleasure. Thank you very much. Thank you very much. Listening to tony martignetti non-profit radio coverage of fund-raising day two thousand fourteen let’s do podcast pleasantries sending these out. Especially too. Katie reed levin she’s listening at simon’s rock the early college in great barrington, massachusetts, also christine to marco. I know her on twitter, big listener and fan of the show from mother’s seat in regional high school, and christina licata, literacy partners in new york city. Christina podcast pleasantries to you as well, those all women and another organization that listens. Cancer center for kids in mineola. I hope they have men. Are there any men at the cancer center for kids in mineola? Podcast pleasantries to those folks and everybody listening in the time shift. If you tell me you’re listening, i’ll shout you out, too, and we got live listener love, that’s coming up. Next is amy sample ward, but first, a little mention of generosity siri’s they host five runs and walks five k event, perhaps fits into your twenty fifteen fund-raising and engagement plan, then may i suggest you talk to david linn he’s, the ceo of generosity siri’s? If events coming up in new jersey and miami, florida, please tell him you’re from non-profit radio seven one eight five o six nine triple seven or generosity siri’s dot com this week’s video why we need consultants toe work and not be rock stars i’m finding fewer consultants who will actually talk to and work with small and midsize non-profits there there are on ly availability seems to be on stage or through a webinar on, and there are lots of organizations that will in fact pay for help doing the work actually doing it, not just telling the organization how to do it. A bunch of them are my clients, so i know they’re out there. The video got a lot of comments at tony martignetti dot com and also on facebook turns out to be a little provocative. I’m very interested in what you think about it. I do answer. Every comment that is tony’s take two for friday, twelfth of december forty eighth show of the year. I’m going to do some live listener love. St louis, missouri, honolulu, hawaii, new bern, north carolina live, listener love, las cruces, new mexico, fort lee, new jersey. Right across the river, fort lee, great neck, new york. I have a doctor in great neck. Which ones? That’s thea, the gastroenterologist. Yes, i know, i know one of those guys in great neck. Also. Georgia, cartersville, georgia, live listener, love all those locations. In japan, we got tokyo and matsuyama. Oh, my goodness, japan always appreciate you checking in konnichi juana and seoul, south korea buy-in yo haserot we got amy sample ward, i’ll have monitored for being late, but nonetheless she’s, the ceo of non-profit technology network and ten her most recent collected book, social change, anytime everywhere about online multi-channel engagement and we’re going to be talking about appreciation and engagement. She blog’s at amy sample, war dot or ge? And on twitter she’s at amy r s ward anywhere. How you been? Yeah, well, you may have heard the west coast had a bit of a storm last night with lots of power outages, so just dealing with getting everything back online. Sorry, that’s okay? I did not hear that i’m sorry that you had was this you don’t get snow, they’re important in oregon very much it was not. No, it was actually very warm and, um, you know, wind gusts seventy or ninety, some crazy high speed, actually a piece of building downtown just a few blocks from the intent office blew off and crashed through the fifteenth floor windows of a law office while the lawyer was working there? Oh, no. It was a very interesting evening. Pieces of a piece of a building flew off. My god, yeah, i’m doing unfortunate. Very unfortunate for that building owner that it flew into a law office right there. Prepared thing, actually, that only you know, that broken building is screwed. Okay, now i understand you’re you’re you know you’re like, like all the contributors, your typically early, not even just on time. So i understand completely. Let me ask you about something before we get to our appreciation campaigns and it’s. Just like in the past four months, i noticed at facebook they spun off their messenger handup and at four square they spun off. They’re a nap called swarm, and i’m wondering why why it is that thesis you two huge social sites would spin off two separate aps big chunks of what draws people to them. The facebook it’s, the messages message sorry messaging and it’s a four square the whole purpose of four square is checking in and they spun that checking function off teo a separate app called swarm why do they do those things? I have a few different ideas. Probably none of them have any, you know, piece of reality in them, they’re just totally my own experience trust your way, trust your judgment. I mean, i do think that one piece that factors in is the, you know, we’re all we’re using different apse all the time, and if i am using facebook to connect and i’m able to kind of, um, multitask inside of their consent messages, i can post things, whatever, and then i leave facebook and i go to some other messaging out to talk to friends. You know, facebook just had fifty percent of my time, but if i’m using facebook to do that, i close facebook and then i opened my messenger app and start messaging people there. Now facebook has one hundred percent of my time in that example, you know, so it’s providing a way for the app to be is nishi and focused as possible, but then still own the other nation focused parts that you know you want to do. So instead of having that all in one super multitask kind of ap experience, you’re splitting that off into ap, and part of that, too, is that you know, facebook is more of an example of this than four, square, but a lot of facebook users in the beginning were all using facebook on their computer where was a lot easier to kind of multitask. Have a chat, you know, send someone a message post on your news feed. Never. Well, now, you know, most people are using facebook on their phone, so it’s it’s much more difficulty to be multitasking inside of a nap. So again, you have multiple app that are all technically rolling up into the same umbrella. So it’s easier from the user’s perspective, i don’t have to import all those new contacts in new app still facebook, but it’s focused on what i’m doing there, okay, that one thing, and then you always have to factor in like, well, how are they? How are they monetizing those ap? What of the ads? What are they selling? What’s the data they’re able to capture? And if you have multiple app that are more focused and maybe have different different data pieces that air getting pulled in than that even more opportunity, i see. Okay? And that the one thing that doesn’t resonate with me eyes the ease of use of the ap facebook act it’s. A little it’s. A little busy. So i could say i see that spinning. Okay, see, that is a good reason, but okay, monetization. Tio, andi. Just time, time, time that they want you paying attention to their they’re brand okay, yeah. I mean, if you want to think about the four square example, i mean, when we first started using foursquare, it was you could check in somewhere. I am here. You know, you could see where your friends were, and then they really started in encouraging users to leave tips and post recommendations. And then they rolled out some features that were trying to see where you were and then ping you and say, hey, is this where you are? What if you do this thing here, you know, and have offers and promotions? So it became came. It became a little busy, right? So it made sense to spin off that other piece that’s more the recommendations and the where to go and where your favorite places. Because now that’s almost like competing with yelp. You know what? Give them a second app that’s more in competition with maybe at those shooters are already, you know, have installed on their phones on buy-in system apart a bit from that. Okay, cool. Thank you. Thank you for those insights. I find myself actually checking in a lot fewer a lot less often. Now with the separate swarm app. That’s that’s me. I don’t know. I have no idea what the statistics are, but i just, you know, i don’t feel like i haven’t even used it since that which happened interesting. I mean, i had a very boring foursquare news feed in which i only checked in an airport, so i didn’t only used to only see you at airports that’s, right? I just thought you were just there all the time. Okay? Yes. Well, it was a way of saying, hi, i’ve come to new york, was around or i’ve come tto wherever, but all right, thank you. Let’s talk about appreciating our donors and maybe and volunteers and maybe even employees through through the social networks. We don’t always have to be asking for something, right? I don’t think that we have to be asking for something. And i also think that really great. Ah, really great. Thank you. A really great sign of appreciation will be met with eagerness to give again or to volunteer again or two, you know, come again, wherever it was that you were an event, etcetera. So i think, you know, i have worked with people and organizations where it felt like if we’re not including an ask, you know, we can’t necessarily devote the staff time and energy to put on appeal together on dh, you know, i get that if you’re really strapped, there’s only three of us, you know, we have to make this happen, but i really think that taking that time t just say thank you really goes so much further in building that relationship, which we want to talk about fund-raising a special, especially individual fund-raising that’s really that’s really the peace, right, it’s building that relationship? No, i don’t know that you could sure maybe you don’t mail, but something outside of the hard cost of mail and all those thank you letters, you know, but i think there’s got to be a way, especially with social media, where it can be so much more quick and nimble to say thank you and make it feel. Really good. So maybe for twenty fifteen, we can plan an appreciation campaign. Yeah, let’s do it. Okay. And you have a bunch of examples. We’ll get to talk about some of the examples. Okay, but what? You know, this is true of probably any campaign that were we’ve talked about in the past, but what do you think we should be thinking about as we plan our let’s make it what is most likely a donor volunteer appreciation campaign. What should we what do we have in mind? So one thing that i think we need to have in mind is the timing of when we say thank you. I think often we always think, okay, well, we’re going to ask people for money. It’s december. Right now, you know, say, everybody’s got their end of your appeals, and then when someone donates and it goes into the database, they get their confirmation email and it says, thank you, and we made sure that it was a really nice thank you letter, but it’s a confirmation email and it says thank you, and we feel great because they got thanked. I also think there’s a lot of opportunity to have said thank you before that ask went out if we if it’s december it’s the end of the calendar year, right, what if november or even that very beginning of december is when you make sure everybody that already donated, donated in the year or maybe donated last december or volunteered so far this year came to one of your events this year? Whatever it is, that’s important to you is a monthly member, whatever they get thanked for what they’ve already done. So when they received that end of year asked, they feel like, oh, i’ve already been recognized, maybe i do want to give a little bit more or maybe i do want to come to the end of your, you know, gala, whatever it is, i think that that’s really important and some thing i don’t often see organizations do say thank you. First on dh then that people up for that ask later. Yeah, you get them feeling very good when the actors come that’s really interesting. All right, we’re gonna go out for ah, quick break and we may end up dividing this into two to conversation since we got a little short and i you know, i had extra question for you, but we’ll get through. Well, well, well, great, certainly nobody’s going to be short changed on non-profit radio. It just is not gonna happen. Okay, all right, we got to go away for a few minutes, stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they only levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. I’m rob mitchell, ceo of atlas, of giving. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. I like the drama in rob mitchell’s voice. Thank you, rob mitchell s amore live listen love quick woodbridge in new jersey i love all the new jersey red fort lee woodbridge let’s go abroad croatia sorry, we can’t see your city i have a friend who works for unicef in croatia, ireland, turkey and vietnam. Vietnam we can see you cities kanto and hoochie minh city live listen, love out to each of you. Okay, let let’s continue thinking about are, uh, a campaign of appreciation. Uh, something that we’re always emphasizing together because you make me pay attention to it is you’re going to have to do this in the channels where your donors and volunteers are not in the channel where you would prefer to be thanking them exactly. And i think i think part of that is, um, uh, struggle and an opportunity so there’s the, you know, if we see just using that as an example, if we see people are tweeting about their local tech club and they’re an organizer, so they’re, you know, big volunteer for us, we want to jump right into twitter and start engaging with them and thanking them, and pointing people to them and, you know, doing whatever, but then we also want to find ways there. We leave that channel to make something private just for them, i think there’s that thank you and recognition that’s public. But for example, last week, everybody on staff sat together and just passed cards and everybody wrote thank you cards and signed everybody else’s thank you cards and mailed those out to aa group of, um what we call community champions, you know, really, really great volunteers for us. And it didn’t take that long, but everybody physically wrote, you know, out that card and we never mail things too. You know, we don’t ever male things were a technology organization. So when those folks received the cars at the end of last week, we started getting emails are like, oh, my gosh, you mean, how did you even have my address? You mailed me a card. This is so cool. Thank you for thinking of me. So i think there is that in the moment go into the same channel. That person is and thank them and engage with them. But then find something that can be special. That’s just between you and that donor or that volunteer or whatever that makes them feel extra special, excellent, excellent videos are very common as as an appreciation method, you could do them and mass, and you could do them, maybe even individually who, which i think i think what most difficulty when we think about video is one of the most often pointed two examples of how to do a thank you to your donors that i see in block post every year is charity water and how they, you know, record all these different videos so that, you know, if i donated, i opened up my email oh, my gosh, here’s a video where someone is saying, you know, hi, amy, thank you for donating, and i’m like, oh my gosh, they made this just for me, we, you know, most non-profits do not have the staff capacity to do that, or if we’re going to be really honest, maybe don’t necessarily feel like they have the technical skills to create lots of videos and edit them and feel like they know howto get them up quickly on youtube and embed them in an e mail and send them out. You know, so i think that video khun b, really personal, but i really think organizations should consider video something that can be personal because they’re being really authentic and they’re being their individual selves versus you’ve created separate videos for every single donor that makes sense. I mean, i think it’s a non opportunity for staff, whether it’s executive director, other staff to just not feel like it has to be a high production video that it’s really just me sitting at my desk, if you, you know, you sitting in the studio creating a quick, very authentic video that says thank you, and you can share that either an email or, you know, share that video on twitter, whatever that is, but i think it’s better that it that it’s really authentic as it’s created versus feeling obligated to create, you know, tons of videos just so that it has people’s names in it that makes them for sure, because you’re saying that something that’s, authentic, genuine, heartfelt will will come across and people are people don’t really expect to have a personalized video made for organization that could do that, you know, that is terrific, but the vast majority cannot, but everybody could be genuine, you know? I mean, i tried to come across genuine on a mic and video, and a ceo can do the same thing, and and you’re right, and staff to you, you have examples of each of those thie all right, the ceo of girls inc has a very nice, very thoughtful video judy reading berg and it’s just her sitting in an office and it’s like a minute nap video and she’s very genuine. Yeah, i actually i’ve talked do a lot of people at, you know, at our conference or other conferences where, you know, they say i’m the executive director, you know, i know that if i’m going to be in a video, of course it needs to be, you know, like in a nice setting or, you know, we don’t have a very pretty building, you know? We don’t have, you know, our offices and very nice i don’t know where that comes from that feeling that you know, you’re the executive director and you’re going to create a video for the organisation, it has to be in some, like, beautiful, you know, sound studio, i love it. When it’s literally your desk, like i would if i was working with girls. And judy has her video, i would say put more messiness on that desk, mate. Make it literally your desk, you know, people, maybe she’s, super neat and tidy, which i also am. I have currently two things on my desk, but but maybe that’s really her desk, but just have it be an invitation to come in and sit down with you. You know, i think that’s, um, that’s a really great and super easy way for any organization. Tohave a video feel like it’s being personal, you know, you’re just inviting them into the space. Of course, if it’s on office, where you’ve got all kinds of things in there, that could be a video. I mean, of course, there’s going to be, you know, exceptions to that statement. But i do think just invite them into your office have, you know, make it feel like someone sitting down with you have someone literally in the video sitting down with you, whatever you can do to just make it feel like you’ve been brought in, you know, personally now we just have about a minute left there’s an example of a different one from nature conservancy, which is a whole bunch of staff from all over the world, and a lot of it starts with them each saying thanks to you and then whatever it is their job is and how, how the donors all support their work, whether it’s underwater ah, you know, forest and grassland that’s a lovely one, too, thanks to you, yeah, i love that example video from the nature while we can, we’ll send out the these links and everything for listeners on dh i love that they use is an opportunity to highlight what staff do because with an organization like nature conservancy, often times you don’t even know. I mean, i want to support the nature conservancy, but i don’t know i’m supporting them because i don’t even know how to do that work. I don’t even know what you would do, you know? And so i think, it’s a great way to highlight this is actually what our organization does. These were the kind of staff that we employed to do this important work, because, again, if you’re goingto follow-up later with another ask donation request. People now have that understanding of oh, my gosh, yeah, you do need more funds because this is the scale of the work. These are the kinds of people that you no need to be on the ground doing this, and i want to support that. We have to leave it. There kayman sample ward ceo of inten you’ll find her at amy, sample ward, dot or ge and also at amy rs ward on twitter. Thanks very much, amy. Yeah. Thanks for letting me talk about appreciation. I appreciate you so much. Tony. Oh, amy. Oh, my god. That’s incredible. Thank you. I’m grateful. I’m so grateful that you contribute month after month. Thank you. Uh, i’m a little teary next week. Next week is peter shankman. Thank you. Next week is peter shankman. He’s got a new book called zombie loyalists because he wants you to create an army of rabid fans through great customer service that you missed any part of today’s show it’s on tony martignetti dot com. Keep generosity. Siri’s in mind, please. General city serious dot com. Our creative producer is clear. Meyerhoff sam liebowitz does a line production. Social media. Julia campbell remote. Producer john federico. Music. Scott stein with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out there 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 insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful posts here’s aria finger, ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist. I took two or three years for foundation staff to sort of dane toe. Add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were and and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell, you put money in a situation and invested and expect it to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five per se.

Nonprofit Radio for October 31, 2014: 10 Scary Scenarios & Treats In Tech Trends

Big Nonprofit Ideas for the Other 95%

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Gene Takagi: 10 Scary Scenarios

Gene TakagiIt’s our Halloween show, and Gene Takagi is back! He’s our legal contributor and principal of NEO, the Nonprofit & Exempt Organizations Law Group. He’s assembled a list of no-no’s that he sees too too often.

 

 

 

Amy Sample Ward: Treats In Tech Trends

Picture of Amy Sample WardAmy Sample Ward is back! She’s our social media contributor and CEO of NTEN, the Nonprofit Technology Network. She’s got takeaways from the 2014 Fundraising Technology Trends Study

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Oppcoll 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 and it’s halloween happy halloween! I hope that you do something fun for yourself or with your kids. Do something fun today i want to welcome again opportunity collaboration if you’re listening from that wonderful unconference that we were all at two ragas is three weeks ago now welcome welcome to the show, a pleasure to have you from opportunity collaboration in stop of mexico and i’m glad you’re with me. I’d be forced to suffer with clinical vampirism if i had to swallow the fact that you missed today’s show ten scary scenarios jean takagi is back he’s, our smart legal contributor and principle of neo the non-profit and exempt organizations law group he’s assembled the list of no knows that he’s seen too too often and treats in tech trends. Amy sample ward is back she’s are savvy social media contributor and ceo of n ten, the non-profit technology network. She’s got takeaways from the twenty fourteen fund-raising technology trends study between the guests on tony’s take two possum shooting responsive by generosity, siri’s hosting multi charity five k runs and walks and i’m very glad that gene takagi is back month after month. I love it. He’s, the managing attorney of neo in san francisco, the non-profit and exempt organizations law group he edits the popular non-profit law blogged dot com and on twitter he is at gi tak gt a welcome back, jean. Thanks so much, tony. Great to great to be back. And i’m glad to hear you had a good time with opportunity collaboration. I had a chance to go a few years back, did you? You were there a couple years ago. I wass oh, it’s ah, it’s really wonderful experience and it demeans it to call it a conference. It’s it’s, it’s definitely an unconference absolutely wonderful. I i didn’t know you had been there. Cool. All right. Are you thinking about going back? Twenty fifteen? Maybe a couple years down down the road. I would love to go back. Okay? It is very special all around poverty alleviation. So you’ve got some some scary scenarios for us for the halloween show and, uh, one of them is being sued. Yeah, absolutely. I’m probably one of the most terrifying things. For for a non-profit as we go through our list of ten non-profit nightmares getting sued, and particularly if it’s by an employee for something like discrimination or sexual harassment, wrongful termination, privacy violations that can just be terrifying and it’s just, uh, more common than people might think. Yeah, i get well, first of all, you have to credit unite non-profit nightmares. I didn’t think of that one. I thought of scary scenarios. I like non-profit nightmares better. Actually, i wish i wish you wish we had said that. All right, but we’ll stick with scary scenarios. Yeah, seeing your organization and it could even be you individually, right on the on the wrong side of ah, of the little v that stands for against it’s ah it’s. Very disconcerting. Yeah, absolutely. And it could be the nonprofit organization itself. Or it could be one of the non-profits leaders, manager, executive, director or even the board of directors who could all be serving in volunteer capacities, finding themselves on that other side of the law on dh there named as individuals. Right? So they have they individually have to come up with a defense happen and all the legal. Costs that are involved unless they have some sort of insurance that’s going to protect. Okay? And we talked about that. That would be the directors and officers insurance. Yes, you know? And if we’re talking about an employee lawsuit to make sure that directors and officers insurance has some sort of employment practices, liability protection involved, employment practices, liability protection, okay, so if you’re so that’s, what that’s to cover you if you’re sued for some kind of a discrimination in discrimination action? Yeah, discrimination, sexual harassment, wrongful termination, all those type of claims. Okay, way have talked about that. Do you know our directors and officers liability insurance? Very worthwhile having don’t you know, i’m not sure we did mention before i think it’s a majority of all employers that have face to claim sometime within the past five years, i think it’s a little less for non-profit employers with directors and officers insurance, but the average settlement again from some of the materials i’ve read between thirty and forty thousand dollars average defense costs, if you decide to go to court with it, could be about the same, and two thirds of the court cases favor the employees or the plaintiff against the non-profit or non-profit leaders so something really aware of and try to mitigate those risks? A majority are sued on that that’s on the corporate side, more than fifty percent. I’ve haven’t think overall employers over or some sort of claim, okay, past five years. And if you go to trial there’s a two thirds likelihood that the employer is going to lose is that right? Yeah. That’s what i’ve read, i don’t know it, and i think it varies amongst your jurisdiction. So i think california might be, for example, a little bit more employee friendly states like delaware, maybe a little bit more employer friendly. Okay. Okay, well, i trust that you’re reading reliable sources. So when you say through your reading, it’s reliable, i believe you. I believe the sources do that. You trust what else? We have something else we’ve talked about. Excess benefit transactions bother you? Yeah. I mean, that’s, that’s. Something really scary. And just for yeah, for people out there who might not know what that is. That’s basically just excessively paying one of your directors or officers or a family member of a director or officer. Or a business that’s controlled are owned by by one of your directors or officers. We just call them insiders, and when insiders get paid too much there, if they get caught, they’re going to have to return that excessive amount on pay a penalty tax, which could be twenty five percent of that access. So if you overpaid by ten thousand dollars, for example, the penalty would be twenty, five hundred. If you overpaid by one hundred thousand dollars, the penalty would be twenty five thousand. But the scarier thing is that if you don’t correct that within this given time period, basically, before you get assessment on an assessment from the irs, the penalty jumps up to two hundred percent of that excessive amount. So instead of twenty five hundred dollars penalty for a ten thousand dollar excessive payment, all of a sudden you have to return the ten thousand dollars and pay twenty thousand dollars in a penalty tax free iraq. So it could be a really, really scary thing and one of the major irs tools they have against preventing that type of self dealing type transaction to occur. Oh, that’s, the tool, the penalty, the penalty tax and it it really can be pretty harsh. The the other scary thing about about this is that the irs can actually even penalize the board members who approved that transaction, even if they didn’t benefit a benefit from it if they knew that transaction to be excessive, or they reasonably should have known that it was excessive and didn’t look into it. So even board members who don’t benefit from it can be hit with a penalty tax that would be equal to ten percent of the excessive amount. So they got a really careful, and we talked a little bit about this, but and there are procedures to help shift the burden of proof so that if the irs claims that you paid excessively, if you follow these procedures, which are it’s going to get me into jargon jail, you yeah, i know. But, you know, you were thinking over you’ll get yourself right out. You did last time. Do yeah. It’s called the rebuttable presumption of reasonable miss procedures and basically what it means is that there’s a presumption that the compensation was reasonable if you followed the steps and basically it’s just the interested party discloses the interest to the board. The board votes on it in the majority who are not interested in that transaction favorite. And they based that that approval on comparables that are that are reasonable comparables for that. And if you do that, then the irs has the burden of proof to prove that it was excessive. The irs usually doesn’t want to go through all of that, so they’re going to pick pick lower hanging fruit to go after in most okay. And the last time we talked about this was the march twenty second twenty thirteen show. If anybody wants to go back and we did talk a decent amount, i think about that that reasonable, the presumption of reasonableness on dh what what the cops should look like and things like that, okay, yeah, i mean, there’s, some really there’s, some serious penalties. Now, these are things that you see, right? Yeah, we see them fairly often if you if you make a payment toe one of your insiders and you don’t report it to the irs is a payment and they don’t report it to the irs. Sometimes people call them stipends and things and nobody reports it anywhere, and you get caught with that that’s automatically and access benefit transaction there. There doesn’t have to be any investigation. If that happened, you’re automatically hit with that penalty tax, so be very, very careful. All right, we have ah, we have a bunch more to go through. Ah, ten scary scenarios non-profit nightmares were going to go out for a couple minutes when we come back. Jean, i’ll keep going. 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 welcome back to big non-profit ideas for the other ninety five percent. Gotta send live listener love and let’s start abroad. I wonder if some of these listeners are from from opportunity collaboration mexico city, mexico when a star dies, sir j frantz, bonn jur, dusseldorf, germany, gooden, tog and lots of asian listeners, many in japan, tokyo, hiroshima, mito, kyoto, konnichi juana let’s come back to the u s new bern, north carolina live listener love, beverly, massachusetts and woodbridge, new jersey there’s. Lots more live listener love coming, of course, podcast pleasantries to those of you listening wherever you may be at whatever time you’re listen, whatever day, whatever activity you’re doing pleasantries to the podcast crowd almost ten thousand of you, jean let’s, continue with our with our non-profit nightmares. I’m taking on your non-profit nightmares because i like it better than my scary scenarios. What else you got for us? Nightmares or scary scenarios. My third choice is not withholding and cheering, paying payroll taxes. That is just a terrifying things. Look at gene’s got sound effects, some affection sound effect from san francisco about that because it’s, often done because of poor budgeting at organization, doesn’t have enough to pay payroll taxes and decided to defer payment and make sure that it’s making payroll in paying vendors on dh just ah, delaying or deferring the irs payments. But if you don’t pay payroll taxes, there are very, very harsh penalties and interest. Ah, and the scariest thing about that is directors could be personally liable, and i’ll repeat that again, volunteered directors could be personally liable for paying the taxes, the interests and the penalties that hadn’t been properly withheld in paid because the attorneys generals may think this isn’t she shouldn’t be paid with charitable resource is this is a deficiency or breach of fiduciary duty, and it really should be paid by the directors, so not withholding and paying payroll taxes really, really scary. Damn all right, and a lot of personal potential liability. This is the independent contractor versus employee, right? Well, that’s another way, there’s the first way. That is just not saying it because you’re paying other. Okay, okay, having an employee, but not paying. It. And then the other is misclassifying someone as an independent contractor to avoid paying it exactly right. You might not think you’re doing get to avoid pay. You might just think, well, i have a choice as an employer whether to classify a worker’s, an independent contractor, an employee. But of course, you don’t necessarily have that choice. Your guest. A few weeks ago, i had explained that’s, right? That was you eat huge tomb and he’s a c p a. And that show was on june sixth, and i have a guest here in the studio, jessica allen, who was a bookkeeper, and she’s nodding her head vigorously. Yes, to everything you’re saying. Because clearly, jessica sees this mischaracterization a lot or the failure to pay the taxes. Yes, both. Yes. Just kisses on both. Uh, whatever the june six show, we talked a lot about that with huge tomb. What else you got? So the next one i have is endorsing a political candidate for public office. And five a onesie. Three’s air definitely not allowed to do that. And the penalty can be revocation of their tax exempt status so they can lose their five. Twenty. Three status if they endorse a political candidate. Now, i think most organizations are savvy enough not to go in directly endorse a candidate or make a political contribution to a candidate, but they can also happen unintentionally just by inviting someone to speak at a charity event who might be an incumbent. I’m not giving them explicit instructions that she or he can’t campaign at the event or creating a legislative scorecard that compares candidates on a select number of issues important to the non-profit but it’s not done in a non partisan manner. Okay, so it can be done, but it has to be ah, has to be done equitably fairly across all the different opinions. Yeah, you’ll sometimes seemed the organizations like the legal world women voters come up with with legislative score cars and and they’re going to be a comprehensive look att just a broad array of legislation in how that candidates particular candidates foreign office may have voted in-kind such legislation, but they’re not going to just be selected to important issues to that non-profit their going to cross honore of areas and that’s that’s the way to do it nonpartisan if you just sort of select the things that are important to your organization, whether it be women’s rights or an environment or climate change, then you can really get in trouble that way. Okay, you can also get in trouble in social media, like on when someone posts on your facebook page, for instance, yeah, absolutely. So imagine somebody posting on your facebook page that you should vote for a political candidate for public office and you moderate the page. So you you really cleanse it of any defamatory statements or anything like that. But you don’t you leave those items up there? Well, that could be seen as tacitly endorsing the candidates enough, and you’re responsible for that for that facebook page, and you have that control. So by leaving it up, you expose yourself. Now what if you what if you don’t monitor your facebook page? Well, that makes that makes it a little bit more tricky. T now that we would just advise people to be careful of that anyway, because there’s all sorts of statements on that facebook page that might get you in trouble in other ways. All right, so that’s, why you leave them up? Okay? But it becomes more of an issue that you’d have to take a look at all the facts and circumstances if you don’t moderate it all. And there are few political endorsement from the general public, not from your staff and not from your volunteers, but from the general public. Okay, on dh, you can also get into trouble if someone makes a personal endorsement, right? And then it gets perceived to be organizational. Yeah, so you’ll see a lot of times, executives or sometimes board members endorse a political candidate, and their affiliation with the non-profit is going to be listed in that advertisement, or or endorsement. And if it’s done properly, there’s going to be some sort of disclaimer there that says that the organizational affiliation is written for ours, included just for identification purposes and in no way shows that the organization is also endorsing the candidate. But without that disclaimer, it might be seen specially if it’s an executive director or chair, the board that the organization self is improperly endorsing a political candidate again could jeopardize the organization’s exempt status. Okay, so so a simple disclaimer will cover us there. Yeah, but the, you know the non-profits not in control of that page. So you’ve got to make sure that your executives know if they’re going to allow their names and the organizational affiliations to be put onto a newspaper or some other advertisement for the benefit of a political candidate that they insist that that disclaimers there and the penalty for this is pretty severe. You mentioned loss of your five a onesie three status? Yeah. Is that all you want? You got to say more than. Yep. Come on. Well, i mean, how often does is how often does this happen either, yet either say more than yet, forgive me the living in that scary, that screaming which again? But, you know, so, you know, i mean handup okay, how often do you see that? That that sanction? Uh, you don’t see it very often because organizations are usually pretty good about it. And if you you know, if it happens once or twice tow an organization over a number of years, they might be a little lax about it. But if it combined with other things that show that you are really pushing it on endorsing political candidates, if not directly, indirectly then then you do see a few times i wouldn’t i wouldn’t say it’s a very common, but you do see a few times organisations lose their tax exempt status, and whenever it’s election season we see it more. I presume you would get a warning letter from the irs first depends how how bad your other activities are in terms of endorsing. So we talked about that legislative score card if you did that in a partisan matter, if you were allowing the particular candidate teo, get mohr you side of your organizational resource is than other candidates for the same office, and it showed that you were really acting in a partisan manner on a particular election, there could be a complaint from the other side and it’s the complaint that would likely launch the audit or investigation and that’s where you could be in danger of losing your tax. That man you get, the irs is investigating you, even if it’s not, we’re not even talking about a tax audit here. We’re talking about activity around election hearing i just that’s something i don’t think you want. I don’t think you want any government agency pouring through. Your emails and your social media pages, and i don’t know what else they would look at internal communications, maybe boardmember it’s oh, man, that sounds like a really nightmare. Talk about nightmare. Yeah, and on the other hand, tony, you’ve got to be careful not to tell any individual staff members, including your executive, that they can’t endorse political candidates because, of course, they have constitutional rights that they can as individuals endorse anybody they want, but they just can’t use that organizational affiliation without some sort of disclaimer. Have you ever been through an audit like this again? Not talking about tax, but whether it’s election hearing or anything else? Where the where the irs was questioning the activities of ah, of someone you were a client, you’re representing an organization? Not to the extent that they were threatening revocation, but we’ve certainly dealt with dad let’s examinations of political statement. Yeah, what is that? Like? What? How detailed do they get? Well, maybe that’s segways into my next nightmare and that’s having the i r s or the attorney general audit your organization regardless of whether they find anything writer or wrong it’s usually like when somebody surprises you and visit your home, or at least my home, and you haven’t had a chance to do any housekeeping that, you know, if you really dig in, teo, be probably confined all sorts of tiny little buy-in actions and one on a while you might be able to find more bigger violation that you don’t want to get out there, either to the irs or to the general public, including your donors and supporters, because they could be very embarrassing to the organization that going through an i r s or attorney general audit that, you know, if you’re lucky, it’s it’s, a correspondent, thought it, meaning that they’re just asking for paperwork. Okay, unlucky. They come into your office and they lived there basically for weeks and maybe even months or even longer. What are they doing? What are they doing? For weeks and months? They’re scouring all of your books. They’re interviewing employees to see whether you’ve done anything right or wrong right now they’re looking for something wrong. Yeah, and hopefully you’re telling them all good things so that you stay out of trouble, but if they’ve got reason, if they feel like they’ve got reason to investigate you, they could be in there for a very long time looking for for for that dirt. So you’ve got to be very, very cautious, damned if you’re going to if you get any sort of notice from the irs or your your state’s attorney general that they’re going to conduct some sort of audit on your organization, contact an attorney right away. You want to make sure that you’re prepared so you can get your house in order a little bit before they come. And if you don’t have the right policies in place to sort of mitigate what you know, poor responses they may have of your organisation, that that you get a chance to develop those policies during that interim period before they come. So at least you could say you’re proactively taking steps already even before they’ve noted anything. Do you have to give them office space? I mean, what if you tell them our officer’s? You know, it’s very crowded here, there’s just no desk space available for you. Can you keep them out that way? You know that we don’t have a phone or desk outlet stores, outlets, outlets are very scarce is that yeah, if you’re very very tiny than then, you know, there may not be a facility to sort of for them you’re right about that. I mean, keep them in the hallway or something, or in the elevator shaft or down in the lobby, maybe wherever it’s going to be, you’re not going to be a very pretty sight, but if you have your books in order and you’re giving them information and you’re very cooperative and you have a very active board with good minutes of board meetings that show proper due diligence that’s really going to help you in an audit, but if you’re careless, if you don’t have a lot of policies, if the board is really just rubber stamping decisions of the executive that’s going to be pretty evident quickly and an audit and that’s going to make him stay longer, well, that’s yeah, exactly, and we’ve talked about this before, too, but i’m glad we’re reiterating. Not following your own policies on dh you you cite a good example of governance policies when an organization says that they want to follow robert’s rules of order? Yeah, i mean, so you know, i often see by-laws of organizations that say we will follow our we must follow robert’s rules of order, which is, you know, six hundred to seven hundred pages that’s updated every once in a while every couple of years, and you’re you’re agreeing to incorporate all of that as rules of your organizations. And for most charities, that just doesn’t make any sense, and it creates all sorts of possibilities for a dissenting director or a dissenting member to find a procedural defect in those six hundred pages that you didn’t comply with and reverse or stop any action that the majority of the board might have wanted to take and thought they had taken all the center just to be hit with this, you’ve got a procedural defect, i’m questioning the action and going to reverse it, and maybe i’ll sue you if you if you say that you just disregarding my statement because our by-laws say we’ve gotta follow these rules. I see. Okay, so it’s as if it is incorporated into the by-laws okay, we just have a couple minutes left, and i know there’s other things we want to talk about, um, but we won’t be able to spend quite as much time the you could be you could be perceived as a private foundation, even though you’re a public charity. Yeah, most public charities become public cherries by passing this math tests, the most common test is a one third public support test that’s measured over a five year rolling period. And if you get enough small donations from the general public, you’ll meet that test. But one big private foundation grant, especially if you’re on the borderline of that one there’s support one big private foundation grant could tip you over into public chair, i mean, into private foundations status, and if that happens, most private foundations will no longer make grants to you because they only make grants to public charities and not the other private foundations. So it’s a very, very terrifying concern for any public charity that sitting on the borderline of their public support especially if it’s lower than one third and they’re going to get a big private foundation grant. Okay, way. Have to move on. What else? What’s another one napor ten delegating things to individuals you don’t know very well so maybe you let your volunteers run. From events for you, but you don’t do background checks on them, it’s kind of like, would you allow someone to care for your child without checking on their background? Probably not. I hope not. But would you allow volunteers to take care of other people’s children without checking on their background? Maybe in a kind of summer camp situation? Or do your employees, board members or other volunteers you know, have they been vetted and trained to be responsible for activities that you’ve told them to be responsible for? How how are these supervised? Okay, they embezzle or engage in fraudulent activities? Did anybody conduct a background check before they were put in a position to be able to do that? Those air, all terrifying concerns for me, there’s one around social media, which i am going to summarize for us, and we’ve talked about it and amy sample ward and i have talked about it too, which is making sure that you have a social media policy. And why don’t you give us our last one of the ten nightmare non-profit nightmares? Gene? Sure, signing a contract if you can’t live up to it, you know you get hit with breach of contact. You damage your reputation. Maybe you can’t make a required payment or you can’t deliver the promise. Good or service or you rep misrepresent facts that you said that were true inn representations and warranties in the contract that you didn’t carefully check. You do that you can really hurt your reputation. You could get sued very, very ugly non-profit nightmare jean takagi, managing attorney of neo non-profit and exempt organizations law group in san francisco. You’ll find him on twitter at g tak. And you also and it’s the non-profit law blawg dotcom. Thank you very much, gene. Always a pleasure. Great. Thanks, tony. Have a great halloween. Thank you. You want to go to which one more time, can you? I don’t have that it’s. Not cute up, which is not cute. Okay, that’s. Right. All right, that’ll do. Thanks, jane. I think that generosity siri’s they host five k runs and walks and into sunday’s on november ninth. I am seeing their new york city event for them. With them. They’re expecting about three hundred runners in riverside park from nine different charities. So think about that’s. Roughly an average of thirty. Runners and walkers for charity. No organization could run an event with thirty people. It would be a disaster. You would cancel it, cancel it if you had only thirty thirty participants but generosity siri’s puts a bunch of charities together, creates a community among their charity partners. They all raised money individually for each of their own causes. And they come together. And now there’s three hundred participants. So it’s going to be great fun and charity. Sorry, generosity. Siri’s also takes care of all the background work, like the medals and the licenses from the parks department and nypd and the sound system and the finish and start arches and the port a potties. All this stuff that you would have to deal with if you were running five k, they take care of it all. They have events coming up in new jersey. Miami in philadelphia, of course. Too late to join the new york one, but new york. Sorry, new jersey. Miami in philadelphia. David linn is the ceo there. Please tell him you’re from non-profit radio. Give him a call because i’d like to talk to people that’s the way i do business seven one. Eight five o six nine triple seven and of course, they’re also at generosity siri’s dot com this week’s video on my site is possum shooting and also giving tuesday twenty fourteen you’ll have to watch teo get the possum story, but giving tuesday is the tuesday after thanksgiving that’s december second this year, and on the site i’ve gotta round up of links to a bunch of videos and e-giving tuesday, tools and advice from people contributing to giving tuesday beth cantor is among them catch a fire dot org’s among them bunch of others, i hope it’s a valuable roundup. I’ve been getting some good replies on twitter, so i think it is and that is all at tony martignetti dot com that’s tony’s take two for friday thirty first of october halloween forty third show of this year. Amy sample ward is with me, she’s, also on the east coast, just like jean but she’s up in portland, oregon. She’s the ceo of non-profit technology network and ten her most recent co authored book is social change any time everywhere about online multi-channel engagement it’s an outstanding book her block is amy sample, war dot or ge? And she’s at amy, r s ward on twitter. Welcome back, amy. Thanks. I think i think you’re tricking people because it’s halloween, it’s the west coast, not the east. Then i say you’re also on the east. Then i say here and i say that portland is on the east coast. Yes, there is. Portland on the east coast is just not the portland. Where i said is that we will be portland, maine, right? Right. Okay. Sorry about that. Thank you. Know where? Jean and amy how’s your halloween going over here on the east coast. It’s going very nicely. It’s a look. Cool. Ah, a lot of kids in costumes and makeup. It’s fun. It’s fun. Good. Are you doing something for your halloween? Uh, well, i think for the first time, probably in my life, i will be living in the house where we could have trick or treaters. So we we’ve bought probably more candy than is reasonable, but we’re very excited to have some trick or treaters come by. Excellent that’s. Right? This is your first halloween owning a home. Congratulations. That was during the summer. You got it, right? Was like junior you. Are very good. My voice just cracked like i’m fourteen very good you’re just so excited about trigger traitors. Um okay, so you’ve you’ve come through the fund-raising technology trends study for us who this is ah, find accounting software dot com right in partnership with a f p a f p and find accounting software dot com and i want to thank adam bloom ner for bringing it to my attention. And then ah, you, you and i decided it would be be good. Good for discussion. Yeah. What did you find in there? It’s. Interesting. Well, i mean, i think there’s a lot that’s interesting in their andi i like the way that it is kind of broken out into different areas of interest. So one of the first pieces that i thought would be interesting to pull up because i think this is a big area of mis conception for organizations, and that is that, of course, that your organization is bigger. Well, then you’re just goingto automatically do better on that’s. Not necessarily the cases they found in their report. Focus on fund-raising, but also something we see at antenen our research just generally about technology. And and organizational effectiveness simply having a bigger budget as an organization does not have any correlation to you doing better to doing better work to being more effective. Yeah, just a good tone to start with that even if you are really small organization, it doesn’t mean you can’t be, you know, increasing your your fund-raising revenue year every year, you know, just like the bigger organization, yeah, it was very uplifting, your right to see those they had a bar chart to see small, midsize and large organizations all pretty much equivalent in terms of fund-raising fund-raising revenue growth. Yeah, exactly. And you see the same thing i mean, ultimately, i think it, you know, not necessarily a so just sit back and relax we’ll you know, just because you’re small, you’re probably doing better, but at least releases you from feeling like you don’t have any hope of of doing better because you’re small, but of course, you need to be paying attention to what is going to help you be affective and what’s going to help you be, you know, pretty savvy and your fund-raising i saw that on ly twelve percent of organization cited standing out from others as a fund-raising challenge. And so i think that’s related, you know, there are very few people are seeing that as a problem getting getting their message clearly heard, right, which is charging for small i mean, yeah, i definitely thought that was interesting because i feel like that is something that gets talked about a lot, you know, there’s there’s certainly plenty of fund-raising blog’s or, you know, tips and tricks for your fund-raising where it all focuses on really trying to share your unique message and, you know, show how you’re different from other organizations on dh for very few people, you know, only twelve percent said that was an issue, maybe that’s because they think they’re doing really well or leaving it because they haven’t thought to try and address that. Okay, yeah. Could be okay. Yes way do hear that a lot that, you know, how do i stand out? And you and i have talked about hundreds of strategies and tactics for making yourself unique to your to your constituents. Yeah. What else? What else did you see in there? Well, i’m kind of on that same lens. I thought that it was interesting that they found that many of the survey respondents did not cite technology as their biggest issue, but many of their biggest issues that they sighted. We’re somewhat related to communications on dh when i think i struck me about that, is that that it almost assumed or implied that technology wasn’t a part of those kind of communication issues? And i think it very much is it? If you have, for example, you know, a database that’s helping you track if someone has ah, you know, opened different email messages, even if they haven’t donated you can get a better sense for how to communicate with them, you know? You’re getting them to open the message, but they’re just not taking action, you know, i think there that’s just one example, but there’s so much that technology can do to help you understand how your communication is working and or not working, you know, and what to try next, you know, technology isn’t just this database that’s it’s over here by itself, you know, it’s really kind of underpinning all of those different communication pieces, whether it’s, your actual messages you’re sending out or your communications plan. Or figuring out, you know which messages works. And we call this on dh the survey, those two communications issues, i think of them two as relationship issues because they they’re talking about things in there, like deepening relationship. These are things that were questions deepening relationships, um, converting interest into donations on getting larger donations. I think of those as you know, this, i guess it’s anonymous, but i think of it all as under the rubric of relationship building, definitely on again, you know, i think there’s this tendency to kind of think of of it is two different buckets that are totally isolated from each other there’s relationship building and fund-raising which is having that gala, everybody being in the same room, you know, or taking that person out to lunch and learning about what they’re interested and and why they’re maybe wanting to support your organization and then almost as if all of that has to be totally separate there’s this idea connections not even relationships, but just connections online, people that are, you know, on your facebook page or on your email list, and i think we really miss miss the opportunity to tie those. Together, people that were at that gala event that also are on our email list and we should be, you know, creating messages that recognize they were at the gala and not just that they’re a random person on the email list, you know, really connecting those two worlds so that we are creating deeper relationships because it’s not sustainable, to think every week you’re taking that person out to lunch, but if you think about, you know, a couple times a year taking them out and then every week having something relevant, teo, email them about mean that make a man could make a huge impact in that individual feeling like they’re connected to your work and that’s deeply related to the stuff you and i talk about what we say multi-channel you know, multi-channel strategies you have, you have your real life strategies, the online and then multiple, you know, multiple within both whether it’s lunch, gala parlour events you know face-to-face live or whether it’s email you’re blogged, twitter, facebook, whatever is appropriate, you know, online and yes, we’ve said this so many times, but it’s always critical, you know, and it’s it’s it’s hard for some. Organization to implement, they don’t think that way, right? But i think it’s, because organizations that don’t think that way are thinking about it as an organizational, um, process there thinking we have this message and were sending it out over here. Some other staff person is, you know, planning the annual gala, some totally other staff person is the one who probably go, you know, maybe the executive director who’s going out meeting with people and we don’t ever stop to create a better process inside the organization that reflects those people are humans, they are individuals, their experience with us is not divided up by which department we work in their experience with us as an organization. So if we aren’t connected across across the staff, you know, if we’re saying that the person working on the gala just kind of keeps their own list and is doing their own job and everyone that comes to that it’s totally separate, well, we’re never going to create a very good relationship with all those people because we’re never going to recognize oh, there also on our email list or a couple of them actually did go out to lunch. With our executive director, you know, they’re gonna have this really stop and start relationship with the organization. Yeah, very narrow. Well, yes, when the organisation looks narrowly and myopically. Right? Right. Okay, well put now, there was good news about technology in the study as well. Definitely. I was really excited to see some of the findings they highlighted specifically to the technology tools you know, the survey respondents were using first super great indicator was that theorems were ah, leading tool that organizations were using a sierra meaning york your database and what what’s happy about that? What? What makes me really excited is that that says to me, organization are moving away from this kind of not ideal, but also, i think, set up not out of intention, but just out of happenstance and that many organizations have you no totally separate email list management, a totally separate database for people that are coming to their events and registering to participate totally separate database, you know, for people who donated and seen organizations invest in having one central database where all of that data can live doesn’t just i mean, it’s probably less crazy making in-kind the organization, because everyone has all of these different, you know, databases in place, but it also means that the organization their position to have those those relevant messages to be able to communicate about what people have really done. If all that data is in one place, you can actually create an email that says, hey, tony, thank you for coming to the gala last week and here’s what we like you too dio, you know, because you’re able to pull from the database and know who came, who donated in the past, who attended a separate event, you know, and really use that data to your advantage to make message is much more relevant. So i think that a really great indicator, okay? And there was some as well, uplifting news about use of analytics. Oh, doesn’t i mean, i was actually surprised that it had even been added to the survey because i feel like it’s so often overlooked, really excited that, you know, for them putting the survey together, they included that as an option. And so many people said they really are using web analytics in there in their fund-raising on and that’s not because somehow in the analytics your, you know, getting donations from people but that’s where you’re going to see, you know which pages on the web site are people just dropping off? Which pages could we optimize better? You know which pages air people actually clicking on and staying on a long time? You know what content there is that where we have stories about our impact, you know, you could just learn so much about how people are using or ultimately not using the website. You can make a lot of informed decisions about which content to upstate you know, you probably don’t need to update your entire website, but using analytics you can figure out maybe there’s a couple web forms, maybe there’s a couple sign up pages that really you’re just losing so many people? What did you just focus on updating those and making it really easy and see a really huge difference? We got to go away for a couple minutes when we returned. Of course, i mean, i’m going to keep talking about treats in tech trends as we look at the twenty fourteen fund-raising technology trends study, stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked neo-sage levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guest directly. To sign up, visit the facebook page for tony martignetti dot com. I’m rob mitchell, ceo of atlas, of giving. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. More live listener love got multiple us locations, but they’re they’re massed for some reason, we don’t know, you know where you are, so i don’t know if you’re with the nsa or with some other three letter agency of the government, but multiple u s cities or their live listener love to you and new york city. Also checking in love to have new york, new york here going abroad. Bunche from china, beijing, chungking, chunjin and cheng tao also taipei, taiwan to all of you live listener love ni hao and korea is with us. We don’t know where in career, but we see korea anya haserot any sample ward? Your west coast, portland, oregon hello. Hello. Do you have anything? I don’t know what it means if we potentially have three letter government agencies listening to your show. What have you been doing? That’s. What? They’re that’s what? They’re listening to find out. I mean, i’m certainly not going to reveal it. They have to gonna have to do their own due diligence. They’re on their way round there. They’re on their own with their unlimited budgets and staff. Um, let’s. See? Okay, so let’s, continue. Wait. So we know that we love wave analytics, you were you were impressed that that was part of the survey, and we’ve talked about you know, we’ve covered a lot of this web analytics critical like you’re saying, you don’t know how you’re you don’t know how to improve if you don’t know how you’re doing and you don’t know how you’re doing if you don’t measure exactly, and i think that, um, maybe testing so, you know, having to pages that are essentially the same page, but something is slightly different, and testing that on your web site is is most fun but is also most valuable when you do that. Maybe testing on, for example, donation form pages or call to action pages where you’re saying here’s our story we want you to give, click on that donate button and being able to test in real time. Which button to use which photo to use which story to use on dh? There are a lot of free tools that we’ve even talked about on the show before to help you do that. A b test name you don’t have to be technical, but you congest use these tools. To help test those pages in real time and then say great, the one with the blue sticker is working let’s use that. So checking out tools like optimized li i mean, there’s just there’s a lot of different free three, maybe testing tools, but i think they can make a really big difference. And i mean it’s october thirty first. Probably every listener has already started or is about to launch their end of your fund-raising campaigns, so get ready to you don’t have to do it ahead of time. Do it well that while that campaign is live, test out which page is working and, you know, depending on how much traffic you have, you could spend a knauer you could spend a day and already see a difference between the two auctions and put that better page into use okay? And and related to these tools, um, i saw that eighty percent of the survey respondents recognized tex value for their fund-raising but on ly a third felt that they have all the tech tools that they need. Exactly. That was disappoint that part. The second part was disappointing. Yeah, and i think there was kind of ah, ah related finding to that people the data at least suggested for those organizations who said that their fund-raising was effective or was really effective, that they were also using twice as many software programs or technology tools as those who said that their software was ineffective. Oh, it’s. So i think that i think that the takeaway or the reminder, at least from my experience, isn’t that that means used every tool you can come across. I mean, you don’t want to be using so many tools, but now your time is spent trying to use these tools, i’m not fund-raising but i think it is a reminder that just having the database is probably not going toe give you everything you need, you know, or just relying on web analytics to figure out what works well, you’re not you’re never going to test every message in that way, you know? So recognizing that you’re going to need, you know, kind of ah can fall or so of different tools that are being used purposefully and strategically to help you craft that full campaign, the full message, etcetera, but that you can’t rely on a single tool and you also don’t want to go so far that you’re using so many you spin and you know, you’re just keeping all those spinning plates going let’s move from tools, tio two different channels there was there was a lot of about multi-channel which we’ve talked about, and we only have about only about two minutes left. Great, i think what didn’t surprise me at all was that the leading channel, with eighty three percent of respondents saying they used that channel, is in person events meeting? I mean, we all know fund-raising you’ve got to connect with people off line and what was really exciting is that the second, you know, eighty one percent right behind that was our website. I feel like so many organizations forget that the website is central to your work because they think, well, facebook is where the people are, twitter is where the people are, and we kind of forget about our website, but that is our central backbone of every ask every campaign you know, all of our information and regardless of age, bracket of age demographic majority of people say they visit a non-profits website before they decided they’re going to give so keeping that website as your your real face of the organization, i think it’s critical, we have just like, a minute left or so so i want everyone to know that the survey is called twenty fourteen fund-raising technology trends study and you’ll find it at find accounting software dot com and i mean, let me give you the last minute to ah, explain how and ten might help people with their non-profit technology issues excellent. Yeah, and the inten community now has over fifty thousand people all over the world who are trying to figure out the best ways to use technology, whether it’s in fund-raising it’s in advocacy, it’s in programs and direct service. So you are welcome to come be a part of the community. Ask your questions brag about this end of your campaign that you’ve got that’s going to be amazing, whatever it is, it first and foremost is a community of non-profit staff really trying to share and learn from each other, so i invite everybody to come share what you’re working on, learn from other people that are ramping up their fund-raising campaigns for the end of the year and just be a part of this community and tend really is excellent. I’m a member, but there is a lot of free resource is available for people who are not members, so you should visit and ten dot or ge and amy, we have to leave it there. Thank you very much. Thank you so much. Happy halloween! Thank you. Buying me you’ll find her on twitter at amy r s ward next week. Allison dorsey from linked in she works for lincoln, she’ll be in the studio and we’re talking about their volunteermatch it place, i’m going to try to pump her for some insider lincoln info. Also, i’ll have an interview from fund-raising day. If you missed any part of today’s show, find it on tony martignetti dot com generosity siri’s think of them fondly, please generosity, siri’s dot com. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer shows social media is by julia campbell of jake campbell social marketing on the remote producer of tony martignetti non-profit radio is john federico of the new rules this music it’s by scott stein of brooklyn you with me next week for non-profit radio big non-profit ideas for the other, ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything people don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones. Amador is the founder of idealised took two or three years for foundation staff sort of dane toe add an email. Address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge. Somehow they’ve gotten in touch kind of off line as it were on dno. Two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.