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Nonprofit Radio for July 22, 2024: 700th Show!

 

Claire Meyerhoff, Scott Stein, Kate Martignetti, Gene Takagi & Amy Sample Ward: 700th Show!

It’s Nonprofit Radio’s 700th show and 14th Anniversary. To celebrate, co-host Claire Meyerhoff brings “Claire’s Quiz.” We have our associate producer, Kate Martignetti, live music from Scott Stein, and our contributors Gene Takagi (law), and Amy Sample Ward (technology), are also on board. Also, our sponsors Donorbox and Virtuous check in. It’s fun and music and celebration! And gratitude.

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Welcome to Tony Martignetti nonprofit Radio. Big nonprofit ideas for the other 95%. I’m your aptly named host and the pod father of your favorite abdominal podcast. It’s July, it’s nonprofit radio. You’ve got the live music and that can only be, it’s our 7/100 show and 14th anniversary jubilee. All right. Amazing. Here’s our associate producer, Kate with what’s coming for show number 700. Hey, Tony, your co-host is Claire Meyerhoff and she’s got Claire’s quiz. Tony’s take to trivia time. We’ve got much more live music from Scott Stein. Our contributors, Gene Taghi and Amy Sample Ward are here and our two sponsors will join in Eric Tamales from Virtuous and Jenna Lynch from Donor box. It’s fun and music and celebration and gratitude. We’re sponsored by virtuous, virtuous gives you the nonprofit CRM fundraising volunteer and marketing tools. You need to create more responsive donor experiences and grow, giving, virtuous.org and by donor box, outdated donation forms blocking your supporters, generosity, donor box. Fast, flexible and friendly fundraising forms for your nonprofit donor box.org. Thank you very much Kate Cla Meyerhoff. Welcome Tony Martignetti. It is so nice to see you again and I cannot believe that this is the seventh show and the 14th jubilee, even the queen didn’t have 14 jubilee. Thank you. Thank you. Let me give you a proper introduction. Of course, our creative producer at nonprofit Radio uh and president of the Planned Giving Agency. Uh You’ve got decades of media experience including WTO P in Wash DC and Sirius. And uh of course, your company is the PG Agency, the Planned Giving Agency at EG agency.com. So good to see you, Claire, something like that. Yeah, it’s great to see. Great to see you too. Can I tell you a little bit about the exciting things I’ve been doing? You can tell us about absolutely what’s going on in life. Well, for many years, I attended this wonderful Plan Giving conference, one of my favorites in the whole country, the Carolina’s Plan Giving conference at Kuga, which is just a cool conference because it’s held at this camp and it’s really casual and the best people attend. And this year I was elevated to the committee. So I helped plan programming. I did a lot of marketing and I was really involved with the Carolina Planned Giving Conference and I’m doing so again next year and it is just the best. If you want to learn more about it. It’s Carolina’s Land Giving conference.org. I live in, I live in North Carolina that’s included in the Carolinas. Right. Absolutely. Yes, you need to come. Ok. Is it I don’t know where Cayuga, it’s, it’s in the mountains of North Carolina, near Hendersonville, North Carolina, which is near Asheville. North as it’s beautiful. It’s just the most beautiful setting. So relaxing and just a great place. If you love planned getting, then you should come to Canoga Tony. Ok. Cool. Uh, right here. Right. Well, I wouldn’t say my backyard about a five hour drive, but, uh, close enough. Thank you for sharing. And, um, I wanted to, uh, just remind folks and, and may probably you too or maybe not. Maybe you remember that. Uh, your first time on nonprofit radio was show number two really single digit show. Show number two, which was on July 23rd, 2010. And you and I talked, you and I talked about storytelling and jargon and, and you gave me the fabulous idea for Jargon jail. Jargon jail. I love jargon jail, which has survived these whoa, these 14 years jargon jail. Still putting, still putting, uh, scofflaw guests into Jargon jail when, when it’s required when it’s required. Yes, GG is holding up his hands, wrist to wrist rit cuff. And I think the first, uh, the first, first person to be confined first, uh, term to be confined to Jargon jail was probably capacity building that may have done it, may very well, that may very well have done it. Absolutely. Um, let’s bring in, uh, let’s bring our friend, uh, Scott Stein in Scott from Brooklyn New York, welcome. Hello, Tony. Thanks for having me. Absolutely. Always a pleasure to have you for the anniversary shows, Scott. Thank you. Uh, Scott Stein, pianist, songwriter, thank goodness, songwriter. Otherwise we wouldn’t have any theme music. So grateful for that. Uh, and music director, you’ll find him at Scott Stein music.com and on Facebook, Twitter X Instagram and youtube. He’s Scott Stein music. Yes. You’ve got some gigs coming up, uh, a couple of gigs coming up in August. I see. Um, at Scott Stein music.com. Yeah, I’ll be doing, um, I’ll be performing as part of a community concert series here in Brooklyn called Operation Gig, which, uh, began during the pandemic. It began summer of 2000. Um, it was a series of outdoor concerts to employ the many musicians who live in that neighborhood and around Neigh neighborhood and it was so popular that it’s continued. Uh, so I’m excited because I’m gonna be teaming up with my old songwriter part or, excuse me, my old songwriting partner, Mia Byrne who is, uh, just moved back to New York after years on the west coast. Uh, we were in a band called The Ramblers for many years and co-wrote a lot of their songs. So that’s gonna be real cool. Uh, she had a great record that just came out last year. Um, and so probably to play some tunes off of there. And, um, yeah, and then I, I mean, I, I work with a bunch of different artists as a side man. So, I’ve, I’ve got a few here and there and um I’m gonna be up at the uh on the other end of uh what I do professionally. I’ll be at the North American Jewish Choral Festival as a clinician this year because I’m also a choral conductor because why do just one thing? And uh so it’s gonna be a busy summer. Um And uh just had a premiere of a work that I wrote about two weeks ago. So, uh more in the formal composition world. So, uh yeah, just lots of, lots of, lots of different stuff going on right now. What does a coral clinician do? Ah, so for this particular festival, uh, one of the things that they do is they group all of the attendees into what they call instant ensembles. So they create choirs, new choirs from all the people who are there. And so I’m gonna be conducting one of those four ensembles this year. And, uh, and then there’s a big concert at the end of the festival and, uh, it’s up in Tarry Town. So just outside the city. Yes, Westchester Tarry Town. All right, cool. Yeah, I’m glad you’re with us, Scott. Thank you. And, uh, Scott, uh, you’ll be doing three songs for us today, including, of course, the theme music. Cheap Red Wine, of course. And sample Ward. How are you? I’m good. I can when you were saying, you know, Claire, uh even remembering or maybe you had this written down and you checked your notes, but I’ll give you the credit of saying you remember because you remember everything, remembering. Um Episode two, Claire’s first time I was like, I, I believe the first time I was on was episode 100 right? And I don’t remember anything about what I said. So, ok, I don’t know what you said. I don’t know what we talked about. It was probably at that time, you were the social media contributor and then you kind of morph to social media and technology and now it’s technology which is, which is fine. It’s like uh John Cougar, John Cougar Mellencamp, John Mellencamp. Exactly. So you’re following and I’ll take, I’ll take this brilliant musician, well, and I, you know, maybe we could pontificate here that that’s a reflection of, of the sector and people over time feeling less hyper focused and, and distracted only by social media and thinking more generally about their technology and, and digital communications, you know, together. Um because you and I have brought them strategic advice for so long that they are listening to us and they are taking it all in. This is why you’re an author of multiple books because you see the bigger you see the bigger picture I just sent you show and, and explain how your, your contribution morphed but you see the bigger, you know. Yeah, absolutely. Right. Uh because at the time 2010, this was your first show was absolutely right. Show number 100 it was uh July 13th of 2012. And yeah, I mean, social media, Facebook, we were still, we were still pursuing Facebook likes like us on Facebook, like us and they donate to us on Facebook. Donation was new. So, uh and all the sparkly shiny new objects that came along through over many years. And then I think we uh we let them tarnish on the shelf and put them in their place. People got smart and realized that the newest thing is not where they need to be every single time because there’s gonna be too many new things for us to pursue. And uh and now it’s artificial intelligence, largely not, not completely, not entirely of course, but artificial intelligence dominating the news. So makes sense that you would be uh devoted to technology for us. Yeah. Yeah. And I, you know, it’s, it’s funny the way things come, come back around uh the same or come back around differently like a game of telephone. You know, like I think about those early so much of the time, especially in the context of, of nonprofit radio and thinking about fundraising and revenue supports for organizations and kind of strategy around sustainability, you know, trying to kind of get the idea out there that whatever you’re investing in these other platforms isn’t investing in yourself, you’re you’re giving Facebook, the content to make Facebook, you know, and now, and now with a, now we know what the, what the hell they do with it too. Everything, everything you’ve given over, uh, they sell it. They, yeah, you, you are there. We, we’ve talked about this, you are their product, you are their product. Your data is their commodity and now they can sell you their fancy A I tools back to you that they held off of all of your free content. And hopefully you keep putting content into that A I tool and keep, keep feeding that machine. You know, um I’m sure you have the comments about this, but I feel like that’s so much now of, of conversations that I’m in are places where I’m invited to. You know, people are saying, oh gosh, we have a lot of A I questions. Could you come? And I feel like all that I do is, you know, slap it out of your hands and play a sad trombone. Like this is not the party you think it is? Let’s be really, we have to be really thoughtful. It’s not that you can’t use A I or shouldn’t be having these conversations, but it’s just like those early days where, oh, we could have a Facebook page. I guess we should have 10, we could have a page on every social media platform there is, I guess we should do it. I guess we should do it shouldn’t be your tech strategy. You know, I like that. Let, let’s bring Scott in. I’m sorry, let’s bring Gene in Gene Takagi. Our legal contributor, Principal of Neo, the nonprofit and exempt organization’s law group. He edits that wildly popular nonprofit law blog.com and is a part time lecturer at Columbia University. Welcome back, Gene. So good to see you. Awesome to be here and celebrate with you and, and with all the gang. Yes. And I’m glad we got you while you’re on the road. Yeah, in Boston today. For, for, for some work stuff going to DC tomorrow. Um, and, uh, eventually back to San Francisco. But, uh, yeah, nice to be on the east coast. It’s warm though. Your east coast run. Yes, it is. Yes. You’ve, uh, you’ve come to the east coast in a, in a warm time. Um, if your, if your work ever brings you to North Carolina, of course, you need to let me know. I’ve never been, so I’d love to go someday. Oh, my gosh. You gotta come to the beach. Well, maybe for next year’s jubilee, you could host all of us, Tony. We were thinking about, I was thinking about a studio gig for the 750th show. Uh, a beach, a beach show we could do. I’m sure Claire would come up with a beach theme for us. We totally do that. All right. All right. We may be together for the 7/50 we’ll see, we’ll see about that gene. What’s been going on? What, what’s, uh, what’s the stuff that, uh, folks are talking to you about? Um, so I got a few things happening this summer that, that should be fun. I’m talking, um, to the State Bar of Texas, uh, uh, on, it’s called the state of the economy, um, and how that affects nonprofits, but I kind of have a view on the economy being a lot of different things all at once. Um So it’s strong, it’s in transition, it’s uh uncertain, it’s uneven and it’s beyond what anybody’s uh prepared for. So, um I have a lot to say about that. Um And that should be fine. I’ve never been to Austin before. So that will be my first time in Austin uh this uh August and then in September, I’m doing something for the Stanford Social Innovation Reviews Nonprofit Management Institute. I get to speak on one of my favorite subjects and that’s kind of on climate change and why that should be something every nonprofit should be thinking about Stanford Social Innovation Review. I have a little funny story about that. Uh The, the editor there is named Eric uh Eric Nee nee and I saw uh now this is a Stanford Social Innovation Review. S si r very prominent online and I don’t know if they’re still print but very prominent uh outlet uh for, for uh smart thinkers like Gene Takagi. Um And I saw Eric Nee, the editor of this prominent uh channel uh in his uh uh in his bathrobe outside his house. I was, it was unbelievable. I was on a, I, I had visited my uncle who lives in Half Moon Bay, California outside San Francisco. And uh I was on a shuttle, one of the shared shuttle rides to the airport sfo and so we make different stuff scheduled, uh people scheduled stops. So the stops are all in neighborhoods at people’s homes, pick them, you know, like a like in a shared that kind of shared ride, not at, at malls and one of the homes we stopped at was right across the street from Eric Knee. Now, I don’t know this and I was sitting by the window. So I look out and there and there’s the guy coming out, he’s picking up his, it was a weekend picking up probably his Sunday paper. It was probably, let’s say it was a Sunday and he’s in a bathrobe and I’m thinking that’s Eric Nee from the to he’s in his, he’s in his bathrobe and his slipper, he’s picking up his uh what’s the, what’s the, what’s the San Francisco Chronicle, let’s say right? Isn’t that the San Francisco paper gene? Is that a, it is OK. He’s picking up his chronicle. It’s laying out there, you know, not the side because the paper boy throws it at the, it’s a little community throws it at the end of his sidewalk and, and he, and sure enough. So I email him but like within three minutes because I’m so excited. Uh, and sometime, sometime along that he got back to me and said, yeah, that was me, that was me because I knew, I knew the address where I knew the street we were at. And he said, yeah, that’s my house. I, yeah, you were across the street from my house. So I have the inside, uh, he has bony knees. I would have to say or, and, and not because his name is, last name is Knee. But, uh, he does have bony, uh, knees. Oh, it wouldn’t be nonprofit radio without Tony telling a story where everyone doesn’t know you didn’t have any idea. The story was coming. Doesn’t know what to do with the story. Once it’s been offered, this is proper. It’s not profit radio, timely. Topical. I hear you. Gene. Thank you. I’m glad you’re Gene. I’m glad, I’m so glad you’re with us. Glad to go. I’m still stunned by all of this, but all right. Hey, Kate Martignetti, our associate producer. She’s a graduate of the American Musical and Dramatic Academy and now attending Rowan University in, uh, Glassboro, New Jersey. Her first show was number, 00, we’ll get to Jeans. Her first show was number 645. So she’s, uh, she’s our newest, newest addition to the family, which was on, uh, June 19th of, uh, last year. Good to see you Kate. Every week. Good to see you too. So, it may actually not the newest addition to the family already in the family. Predating nonprofit radio, the nonprofit radio, family of a non specific, but the Martignetti family, she’s been in the, she’s been in, in the Martinetti family for 21 years. 21. So. All right. All right. But, uh, any, any case, good to, good to see you, Kate. We, we see each other every, every Thursday night, Kate and I, uh, put to put together the show for uh Monday release. It’s all fun. Uh Gina, I gave you a little bit of short shrift. I, I wanna go back to you and, uh, just let folks know that you were also in, uh, your first show was also a single digit. You were, you were on your first show was show number seven. I remember it well, on August on August 27th of 2010. And we also had on that show, the, um, the New York Times reporter, Stephanie Strom back when, back when big time newspapers had nonprofit beats, which no longer haven’t existed for a long, long time. But Stephanie was on and, uh, um, and that was your first show number seven. It was awesome. He came down to San Francisco to, to visit with me too. I did after not long after, uh, that was a different visit to San Francisco. Not the one where I saw, uh, Eric Knee’s Knees but a different visit is when, uh, you and I, uh, you and I got together with, uh, your, your associate, the woman who was the associate in your firm at the time. Emily Chan, Emily, Emily Chan. That’s right. You used to do the show. Uh, you would do the contributions together. Well, I’m grateful to each of you for, for, uh, of course, being here for the 7/100 anniversary jubilee celebration. Uh But also for the contributions you make uh routinely the nonprofit radio. I really am. I really am grateful. Um Thank you. Thanks for putting up with us for all these years, Tony. I love it. I love it. It’s, it’s an absolute labor of joy, Claire. You’ve got some, uh you’ve got, uh we’ve got Claire’s quiz this week. I, I have a quiz. I have worked up uh a number of questions that I think uh everybody can enjoy the questions and answers to. I have one rule. Uh When I ask the question, anyone can raise their hand and I will call on the person I want to call on because this is not a democracy. It is my question. Just so our very first question uh Harkens back to something. The lovely Amy Semple Ward said earlier on the October 18th 2013 show, Amys Ward discussed something that had plummeted. What was it? And Amy, you can, you’re eligible to answer this question. Could you say the date again, please? It wasn’t her first show. It was, uh, 2013, October 18th, 2013. Any simple word discussed something that had plummeted. What was it? What did they offer up? Something that plummeted? Mm. We just feel like the word plummeted is important to the answer, but it’s giving me nothing. I have no memory of this show. Ok. It was Facebook Reach had plummeted. Ah, so see, back then they changed the algorithm, right? And, and Facebook reach plummeted which really affected nonprofits. They were all like, oh yes, we had such great reach and no, we don’t. That’s when they introduced the, the promoted posts and the pay to get your reach back up. Oh, all right. 2013. Wow. OK. Second question. Everyone can answer the first one, the first one for one. So our second question everyone can answer except Scott Stein. According to Scott Stein, he gets comparisons to this artist most often Bruce Springsteen, Elton John, Billy Joel or Tiny Tim Bruce Springsteen, Elton John. Billy Joel. Tiny Tim. Who wants to answer Gene? I’m gonna go with Billy Joel. Oh, you would be wrong. Oh, next, that was my guess. Next Bruce Springsteen, Elton John are tiny. Tim is tiny, Tim, an artist. Oh, believe you me. Like I need to hip toe through the tulips. I would say that if it’s not if it’s not Billy Joel, uh I would say Elton John. Yes, that would be the correct answer. That Scott Steiner, that’s the comparison he gets most often out of those. I would say Billy Joel is a pretty darn close second though because there’s new piano players. Most people know. I think Elton John’s not a New Yorker. Technically neither am I, I just don’t, oh, don’t tell anybody. You, you’re from, you’re from Ohio, right? Scott. I am. But I’ve been here 17 years. So, you know, kind of a New Yorker. Yeah, New York is not, uh, New York is not, uh, clubby. That way you have to be there 20 years to, to be considered, uh, from the place. It depends on who you ask. Brooklyn though. Brooklyn. You, you’re either born in here or, or you’re not a Brooklynite. Yeah. There you got, we got time for one more. Claire. Yeah, we got one more. This is a cute one. Ok. This five time guest has initials which are funny to a kindergartener. Five time guest. A kindergartner would think this is funny. His initials. These are good Claire. Can you tell us the topic that they might be a guest on? Well, he has written books, uh, he has written a book about media and nonprofits with, um, a lovely woman. I know from North Carolina co-wrote the book with him. He’s been on the guest. He’s not been on the show five times and his initials. It’s the same one each it’s the, it’s, it’s, it’s the same initial Peter P Panopo. Oh, Peter Pan Pan PP PPP. I was trying to come up with somebody that name with but, or something, you know, I think you gonna love that. I’m, I’m not in, I’m not in kindergarten but I think that’s hilarious. That’s a good 10, those are excellent. Claire. All right. All right. I got one. We got, we got, we got, well, we won for three. You one for three. Yeah, because we, we didn’t initially get the Scott Stein one. All right. One for three. All right, Scott Stein. Speaking of which, uh, Elton John, Billy Joel, eat your heart out. You’re not part of nonprofit radio. Uh, nor will either of you ever be. I, I’m not, I’m not speaking to either of those two artists. Uh, I don’t take calls from either Billy Joel or Elton John. Uh, but I always take calls from Scott Stein. Thank you. What are you gonna do for us? This first one, Scott. Um, I’d like to do a new song actually. Um, and it’s called, uh, it’s called Out of Order and, um, it’s just about how sometimes life happens the way you plan it, but usually it doesn’t and you learn to kinda take things as they come. This is my, this is my fatherly wisdom now that now that I got two kids, this public feels a little smaller than at sea, no matter how I try, I just cannot keep it clear. The clutters piling up on the kitchen. Oh, I just smile and laugh it off as best as I’m able. 20 years ago. I was a, I knew I had the answer. I knew I had a plan. The alarm is set where the kids are, um, little voices. A little and car funny happened. You trade your house of dreams for bricks and more. The herein long his ice cream days will come back around again. You’re the d I friend of call. And I always thought I’d had it all. Guess in what’s going down now, he’s moving to an apartment across town and I trade your house and here in long and they had this ice cream days come back around. Always used to say right, what you know, but I get the feeling that that should a long, long time ago and if horizon very often let it off, sometimes things are in and out of order. Some dreams lie over an imaginary. Yeah. But every day you turn, then you turn a little till your broken heart is bigger than any girl was before. Tree house. Tree here is and side screen treasure house here in the what? You know him? The come back around again. 00, wow, so nice. Thank you, Scott. Thank you. Love it. Scott. Will you join every conference call I have and just play musical interludes. It would, it would make long days on Zoom. So much more pleasant when you know, every 20 ish minutes take a brief moment and let Scott play a song for us. I thought you were gonna say like, have me be like the uh like the hold music, you know, or something. I mean, I’ll take what I can get, but I really did mean just like be on Zoom and you know, when there’s a lull, you just play a song. I think that’s an offering. I’ll write up a description for you. Cool. All right. That sounds good. That’s a, that’s a niche. I am willing to own. Hey, you got something for us. Yeah. So on each anniversary show, our sponsors get a few minutes to tell us about their company’s products. Here is Eric Tamales from Virtuous, pre-recorded with Tony. It’s a pleasure to have with us, Eric Tamales from virtuous uh a nonprofit radio sponsor which we are very, very grateful for Eric is Chief Evangelist and Director of Business Development for virtuous Eric. Welcome to the show. Thank you so much for the virtuous sponsorship. So glad to have you on the on board. Thank you so much for having me, Tony and having us allow us to support the work you’ve been doing. We’re so excited for you on your 7th 100 show. And what, how long have you been doing it for 14 years? Thank you credible. So good. So good. Yeah, 2010, we started off, uh, when podcasting was small, it was small. Um Tell us, you know, listeners hear us week after week talking about uh, responsive fundraising that, that virtuous is, is, is, that’s a core to the, to the business, flush it out for us. What’s responsive fundraising? You know, it, it’s interesting. It’s, uh, responsive fundraising to, to us is our methodology that drives all of our technology and all the work that we do. Um And as you know, Tony, I’m a, I I joke about this a lot is a, I’m a recovering fundraiser. I’ve been spending the last 20 some years on the front lines working with nonprofit organizations inside the organization. And one thing that I always, it drove me insane about was having all these desolate systems that never once talked to one another. So like we would have run an event or a gala or whatever it might be and our database team would download that report and then upload it into our CRM and we have to hope and we wish that it actually talks to one another and that it has good data and clean data and can break the right name and number and whatever it might be. And what responsive is, is kind of the modern approach to all things that we’re used to that right now. And I think through in my own household, think of it like a Netflix model, right? Like inside one household, my wife and I, we have one Netflix account and I have my own persona underneath my Netflix and she has her own persona. And so when I finish stranger things, which I often do because I actually like that show. It’s my, I’m on my fourth time watching it. Netflix listens to what I previously watched and will suggest another series based on those preferences and my wife’s not seeing hers, right, seeing mine, she’s seeing her own. And so our donors want that same experience. And when we start merging it, melding our technology together to be able to be one, we have the ability to say, hey, someone just attended an event, let’s take them down that donor journey or someone who just donated for the first time online. Now they have a first time new donor welcome series or if they just volunteered, the system can actually grow with it. So the main idea, responsive is having all of our technology talk to one and but going through four basic premises of we want to listen, we want to connect, we want to suggest and we want to learn and that methodology informs all of the work that we do inside our technology. So the CRM, the online giving the email, marketing, the technology volunteer management, all of that talks to one another to help grow generosity for our nonprofit organizations. So let’s flush that out a little bit because listeners also hear us talk about uh the CRM fundraising, volunteer management, the marketing tools, resources. Um ho how does responsive fundraising work its way into, in, into each of the, or let’s start with the CRM? Because I think that’s, that seems to be the uh your lead. Well, and I, I think the CRM is, would be our home base, right? And so all the different pieces around it would be the marketing and the automation and the signals and all the different technologies that inherently go to the CRM and have a conversation there. So uh like I said, like this new donor welcome series, you know, someone makes a contribution online $25 right. Right. So it automatically goes through the online giving portal, it tags onto the record. But now the CRM and actually talk to the marketing side of saying, hey, maybe we should take someone down and like, well screen them, maybe we should well screen them and be thanked appropriately by the right person inside our office rather than our annual gift officer who’s always gonna say thank you to the $25 donors. Maybe this individual has huge income producing assets, maybe it’s an ultra high net worth individual that should be communicated to by our CEO. So now we’re having a personal connection at a pro an approach to be able to drive that generosity and the right person is talking to the right individual. How about on the volunteer management side? What what does that look like, so the volunteer management side, there’s a couple of different areas that we, we have, we operate because holistically, you know, this, I, I come from the boy scouts, I think, you know, volunteerism is the beginning of generosity, right? Like it leads into our donor and constituents and individuals. And so now our system has the ability to track the number of hours that folks are, you know, are, are volunteering for our organization. But we also have this mobilization do application where we can actually register on our phones and we can actually go and volunteer. And so now you’re utilizing automation to say if Tony volunteer, if any individual volunteers over 50 hours, it will notify our gift officer team. Or if they say, hey, maybe they volunteered five times, maybe they need to get a phone call from our volunteer manager to be able to say thank you, right? Like all those different things to be able to all talk to one another. I, I appreciate your uh background in boy scouts. I’m, I’m a proud eagle scout. All right. All right. You always say, I always say I am an eagle scout, not I was Eagle for life. All right. Thank you, Eric. Thank you so much for the virtuous sponsorship, Eric Tamales hailing from uh Pittsburgh P A. Thank you so much, Eric. Thanks for being with us. Thank you, Tony. We appreciate it. I am so grateful for that uh for the virtuous sponsorship and they do have a very comprehensive suite of products that are all inter uh interrelated working together as uh as Eric described Claire. Let’s play some more Claire’s quiz. Oh, I’m so glad you like my quiz. All right, here we go. I have a few questions that concerned one of my favorite guests on your show who is a personal friend of mine, who I consider a mentor and just an all around fabulous guy and his name is Doug White. So Doug White has been on the show more than once. Tony, how many times has Doug White been on Tony Martignetti Nonprofit Radio? Anyone can answer but why would they know? But Tony should know, I guess dad Tony really wants to get this right. I can tell by his look of concentration to who, who’s Doug White? No, I know exactly who Doug White is. Former Columbia University. Is it 55 five? Ok. So we’re staying on the Doug White theme. Doug White’s book, Abusing Donor intent. One family’s epic battle against which university Tony? I, I know Columbia. No, Doug Whites. Doug worked in Colombia. He was the professor. And on your show, one family’s epic battle against which university it’s against Princeton University. That’s Princeton. OK. Which was the family that went back to Princeton University said give us back your money. Our money was the family, the Daniels family, the Robertson family, the Blackwell family or the Partridge family. I could have got that without the multiple choice. It was Robertson. Very good, very good. Princeton. That’s right. It was Princeton. He worked at Columbia. So here is one more question and I’ll let everybody have a stab at answer. Somebody else answered when this family, which was a, um, a MP Eric family heir of the A MP fortune, the supermarket fortune. And they went, again, they went up against Princeton University to get this, this massive gift that they had given a long time ago. Get that back. Both sides racked up legal bills. What were the total legal bills do you think? And Gene, maybe you have a thought on this. What was the total legal bills for both sides for this epic epic battle? Gene? What do you think? Maybe were the total legal fees in cumulative for both sides? Gene? What do you think it might be? I’m gonna say 18 million who you wouldn’t even be close? Gene? It was over $80 million spent on just legal fees. I’ve got charge more in San Francisco, the arguably the most expensive city, the world country, country, at least 8, 80 80 million million in legal fees because Princeton, they lost the case and they had to pay the legal fees for the Robertson family and they paid them $40 million in legal fees and they had spent more than that. Princeton. Gosh, isn’t that something? So, anyhow, all right, I have a couple more questions and the only one who can answer. Well, actually this is just for Tony. Tony who introduced you to Scott Stein. Do you remember? Uh, of course, the, uh, his former roommate from college, the lawyer, uh, his initials are JB JB. Right. JB JB J, Scott. I don’t know. I forgot his name. I’ll let you do the honor. It was Josh Becker. Josh Becker. So, you’re real close. He, actually, he was my roommate when I moved to New York. He wasn’t my college roommate, but I wasn’t too far out of college. So that’s that we’ll give you that one. All right. Well, thank you. All right, Josh Beckett. Right? Because I, he had done some legal work for me around intellectual property. I was just trying to trade or not trademark. I was trying to copyright. I think the blog at the time when blogging was, was uh more popular. Um, and so I asked him that guy was looking for some good music because I was stealing music from, um, um, fried. Was it called Fried Green Onion? The Booker T and the MGS fried green onions, fried green onions or just green green onions by Booker T and the MGS Green Onions by Booker T. That was gonna be my next question to you, Tony. And I was, had a multiple choice. So I looked up other 1962 hits like the song Green Onions and we had roses are Red by Bobby Vinton. The Locomotion by Little Eva. If I had a Hammer by Peter Paul and Mary 1962. Wow. She’s Got You by Patsy Cline and Twisting The Night Away by Sam Cooke were all songs that were, that were very popular in 1962. The same, the same year as the inspiration song for Cheap Red one. Well, yeah, it right. It was our very first. That was, yes, I was stealing. I was stealing the song. Uh and then we initially, we were stealing it, but then I did try to, so I confess initially we were stealing it, but then I did try to find who owns the, the copyright to the song and it was very convoluted. There was an agency and then they said, no, they don’t have, it’s not theirs and I was trying to license the song from somebody, but it was, it was a big mess. Well, I could never, I never found anybody. Um And maybe Josh Becker was even trying to help me. He might have even been trying to help me find the the right because I felt bad about being a thief of intellectual property. It’s not, it’s not a great thing to do. Um But it was the early days of podcasting, we can excuse it. It was what, what do, what do, what do we call them youthful indiscretions? It was a youthful indiscretion. I, I was only 37. Um So I made that, I, I don’t know for sure where it was 2020 2010, 2011, somewhere around there. Um, so I think Josh may have been helping me Scott to find the right agency to pay and we couldn’t do it. Uh, and then he introduced me to you and right, he, he wrote to me and he said, do you have anything that sounds like this? And I said, well, I don’t know if I got anything that quite sounds, if you know the tune, it, it, it isn’t quite that I was like, but I got this thing. It’s kind of got the same beat, same tempo. Let’s you know what, what the heck. Here, here you go. You see if you like it. And uh the rest as they say is history. Do you remember the fried green onions uh tune? Are you able to? Oh, yeah. Yeah. Yeah. Uh Give us a few. It’s uh it’s uh right. It’s in a million movies. I really, really famous instrument from the early sixties. So Claire, we guessed one of your, oh, we get credit for guessing one of your next question. Next question. You did really? Well, give you some more questions. Do we have time for a few more? Um We do. Yes. OK. Uh This one’s about me. So uh Tony, when this, this is just for Tony, when the show was in the development stage, Claire talked Tony out of including a certain feature. What was it at the beginning? This was before we look, when we were, when we were developing the, um, you know, the clock and the, and the whole thing, this is when it was the Tony Martignetti show, which, which lasted only one week. And you talked to me out of that. Uh, yes, I believe I wanted to do live, uh, news, weekly news. Roundup. Cody wanted a news, wanted a news feature in each show, but I said, Tony, no, you can’t do news because you need each show to be more evergreen. And if you have that’s not evergreen, it’s gonna sound really old later on. Whereas most of your shows, if you listen to them years later, unless you’re talking about the pandemic or something like that, they’re not dated, they’re, they’re good shows. Ok. So what was, why is, why is Counsel from, from Claire Meyerhoff? I’m, I’m a professional. Save me, save me from myself. Yes, that’s why, why you brought me on board. So, ok, after this episode on August 2nd 2013, Claire talked Tony out of doing a new regular feature that he’d been doing. What was the topic that soured Claire, Tony? Uh uh wine, wine, it wasn’t wine, but you’re kind of close the fermentation that it wasn’t. Tony decided that he wanted to, to change up the show and said, I, I want to start bringing in people have nothing to do with nonprofits, talk about different things. And so we had a few people on and I was in studio for one of the bigger, you know, one of the anniversary shows we were in Sam’s studio, the one on the west side. And you had this fermentation guest and I sat there going and then I was like, hey, Tony, you know, I don’t know if the listeners want to hear about. I think you should stick with the awesome stuff that people are coming to you for that. You’re an expert on which is discussing nonprofit issues and topics. So once again, fermentation, save me from myself. Yeah, I thought, well, we’d bring in other topics because nonprofit professionals are multifaceted people and they have lives. And so I’ll just try to anticipate what they would be interested in. And the first guest was fermentation. And then, uh and then I, I had this, I feel bad about this. I had Santa Claus lined up. Exactly Claire. I had, I had a Santa Claus like a Macy’s Santa Claus. Santa Claus. This guy was more authentic than even Macy’s. I, I saw him on I 95 because I used to drive between North Carolina and New Jersey and he had like a sleigh on his van was made up like a sleigh. It was painted like a sleigh and I looked at the driver and it was Santa Claus and it was just as good as um Ed Gwynn who plays him on uh Miracle on 34th Street, the, the, the, the original, the classic one and Gwen Gwen, he looked just like the beer and everything. So I got the guy’s number off the side of his Slay Slay band and II I booked him on nonprofit radio. And after Claire helped me save myself, save me from myself with the fermentation guy whose name was Sandor Sandor. His, his name was Sandor Katz, but he used to call himself Sandor Kraut because sauerkraut is a f we heard it. I didn’t know. But so, so you, you called us, did you call Santa Claus and unbook him? I had to, of course, I’m not gonna just blow off Santa Claus. Santa Claus had like a nonprofit angle like that. Then you could have had him on the show because you should, you know, if, if Mr Mr Fermentation had had like a nonprofit angle, then I think that kind of thing would work. But this was somebody that just painted their van. I had a, I had a fundamental misunderstanding of podcasting, which was everybody will subscribe to the niche podcast that interests them. If they’re interested in fermentation, they’ll find a fermentation podcast. If they’re interested in crocheting or Needlepoint, you’ll find the Needlepoint podcast, uh et cetera. So I had a fundamental misunderstanding Claire saved me. Thank you again. That was a good one. That’s a fermentation show. I love that one. Sandor Kraut. OK. We have to move on. We, we had um Pony Pony Martin. Any fermentation radio with cheap. That’s awesome. I was waiting for that reference. I didn’t want to be the one to say it. I have to say real quick that Tony um your story about how you met somebody on the side of the road off an I 95. That’s not usually how that story ends as he comes on a podcast just putting that out there. So, consider yourself lucky. That’s great. Scott. Santa Claus could have been packing. I would have been in trouble. All right, Scott. Yes. Uh, very good gene. That’s very good. Um, Scott got another song for us. Sure. Uh, I did a record a couple of years ago which, uh, you very kindly gave me a chance to talk about when it came out an album called Uphill. And so I’m gonna do a song that was, uh, intended to be the second single, uh, off the record and then, well, we had a newborn at home and so that sort of took over, but this would have been the second single had I had enough brain cells to actually, uh, to promote it properly. Uh This is called a little longer outside of the trees. The grass where I played as a little side of the yard, the bushes, 1000 baseballs outside is the child that I was that I wish a little more than he did and stay here a little longer with you. Outside, there is progress. It’s made of steel. Outside, there is change upon change and things are changing too fast. And outside those who aren’t old enough to know for seeking this to shell and stay here a little longer with you outside. But outside those roads and those highways. Oh, wow. Because outside are the noise and the pros, the complications of life outside there is darkness but for those moments shining. Possibly. No, sir. Tell you about how you were always ready. Stay here a little longer with outside are the signs and the reminders of all things you used to love outside stars and the heavy skies, the day and outside of the dreams and all ever had and stay here a little longer with you. Thank you, Scott. Thank you. You played a song uh last year from Uphill you played. Um It’s, it’s a good life. I did. Yeah, I was that one. I remember I was trying to come up with one that I hadn’t done on the show yet from, from the, from that record. So there you go. Thank you. Thanks Scott Kate. You got something for us. It’s time for Jenna Lynch from our sponsor Donor Box to share how their products can help our listeners. Fundraising. Here’s her pre-recorded convo with Tony Jenna Lynch is the education and community engagement manager at donor box. Jenna. Welcome to the 7/100 show. And thank you so much for Donor Box’s sponsorship. Hey, Tony, congratulations. First of all, on the 7th 100 show. That’s amazing. And 14 years of nonprofit radio, we are so honored and proud to be able to sponsor the nonprofit radio and thanks for having me. Oh, it’s a pleasure. Um We talk week after week about how uh Donor Box is a partner that helps you raise funds both online and on location. Why don’t you flush that out for listeners? Sure. Yeah. So at Donor Box, we help fundraisers who lack sufficient time, resources and technology to really achieve that growth and sustainability for greater impact, which is so many fundraisers, right? There are so many fundraisers out there that are wearing so many different hats and just don’t have the resources. So uh that’s what we aim to do. So like generic fundraising platforms. Donor Box is really a comprehensive suite of tools and services and resources, right? So it’s not just the tech, it’s services and its educational resources that really empower fundraisers with a custom solution to help acquire and retain because that’s the important part, retain the donors that they have while raising funds online. And as you said on site. So uh so far, we’ve helped more than 80,000 organizations from all around the world raise over $2 billion in donations. Yeah, that 80,000 number. That’s incredible. But congratulations to you for 80,000. It’s remarkable. Um Let’s talk about the services a little bit flush that out because the tech is the I I’m not saying the tech is the same. Of course not. There are features that are specific to donor box and special, but say a little more about the service that that’s not so common. Sure. Yeah. So I’d say what truly and I’m biased, right? Because I’m the education and community engagement manager. But I think what really truly sets donor box apart is our commitment to supporting the growth of our nonprofit users. So yes, you have this amazing tech and an amazing suite of tools that you can use through donor box. But you’ve got to have a sustainable plan and those best practices set behind that tech, right? So we really believe in the human touch. And so that’s why we provide a range of resources to assist you. So, first of all, I have to give a shout out to our customer success team. They are amazing and they are so dedicated to our nonprofit success and you should see us behind the scenes when we see an organization raising $10,000 at the Gala, we are actually truly celebrating in our team chat, like, whoa, look at them, go, right. Um So they’re available 24 5 and even on the weekends and their response time is like 15 minutes. It’s amazing, right? So that’s one thing is you always have a, a group of people who are there to support you. But then we also offer fundraising coaching through our premium package. So we have a few different packages through donor box. We have our standard free plan and we have pro plans for those organizations who are looking to scale their impact. A little bit more with a more comprehensive suite of add ons and analytics and all that good stuff. And then we have our premium package which includes all those goodies, but also one on one fundraising coaching with our amazing fundraising coach Britain. Um So you get those one on one consulting sessions which isn’t usually cheap through individual uh consultants, right? Um So you get someone who walks alongside you in your fundraising journey and helps you as you’re aiming to grow. But we also host monthly free webinars. We post weekly articles in our nonprofit blog and we produce weekly episodes of the nonprofit podcast and our ethos here is we always give you a practical action to walk away with. We can talk about big concepts and things that feel important in the sector. But then we’re gonna pause and say here are three things you can do right now to implement this in your organization. So again, we’re here to walk alongside you in your fundraising journey and of course, help you learn how the tech works behind it as well. You mentioned Britain Britain Stocker was just on the show well, within the past month or so. Yes, Absolutely. So, all right, Jenna. Thank you. Thanks so much for uh elucidating. Go into a little more detail on uh on Donor Box. And again, thank you for the for the donor box sponsorship. Again. Congratulations and thanks for having me. Thank you, Jenna Jenna Lynch Education and community Engagement manager at Donor Box. I am grateful to uh Donor Box as well for their sponsorship. Claire. Let’s do our final round of Claire’s quiz. Tony take two trivia time. Ok. Well, I have, I have two final questions and um the first one is going to be a uh where it’s just for you, Tony and you’re gonna get one point for each one and if you get 10, you win a prize. So it has to do with Amy Sample Ward because I love, I love them. So Tony name it list at least six cities where you, you and Amy Sample Ward have recorded Tony Martignetti Nonprofit Radio at N 10 06 cities. It doesn’t have to just be, it’s just you and I have recorded, it’s been lots of places just, well, 22 are Portland. So I get Portland and Portland. Yeah. Yeah, but they count as one, but I’m acknowledging you two. Um, the one outside Washington DC. What would we call that? Is that Baltimore? The, the uh, the inner harbor. Uh No, no, not Baltimore. The um the big place outside Washington DC. Uh What, what’s that? Um, the gaylord. Gaylord. Yeah. Yeah. Yeah, the gay Lord George is Maryland. So that’s two. Number three actually. Uh, uh, was it, uh, San Antonio? No, it was Austin, Austin, Austin, Texas. Austin, because I think south by Southwest was coming right after us or before us before NTC. Mhm. Um, now I’m in trouble, uh, other places where NTC has you and Amy have recorded doesn’t have to be just, even if it wasn’t at the NT C. Oh, well. Oh, it was NTC. Of course, New York City, multiple, multiple shows with, uh, Sam in the studio in New York City. And, um, where was I last summer? I had to tune in from very far away. So we had to be together. You were in, uh, you were in Hamburg, close, correct country, Frankfurt, Berlin, almost Berlin, Berlin. Ok. So we’ll count cities where Amy has been. Ok. Ok. There’s, you missed DC proper DC. You missed San Jose. You miss New Orleans, you miss Denver, Tony Martin that I loved all those. That’s right. New Orleans DC. Oh, that’s right DC. Proper. The DC. Was that the DC Hilton, Hilton? Yeah. Yeah. Where they have the, uh, where they have the national correspondents dinner every night. You had staff, you had n 10 staff at, like every street corner. So that when we walked out of the hotel, they’d say, ok, walk out of the block and then that next person would shepherd us and now turn left. Ok. Now then, and then the next person would shepherd us one more block straight. You had somebody at every block. So to get us from the hotel to wherever, because we had, we had more, I think. Or, or something. Yes. And then I got New Orleans, of course. Uh, I love that. I stayed an extra couple of days and then Denver. Denver was just Denver just uh, two last year. Right? 2020. Yeah. Yeah. Yeah. All right. Already forgotten. We have time for one more question. Don’t be harsh. Tony, do you want one or two more questions? Um Where are we? We got? All right. Do one more. Do one more. OK. And then Scott’s on. All right, in 2020 this man started a podcast called The Virtual Campfire. What is his name? I know it. What is it? Tony Martignetti? Yes. There’s another Tony Martignetti out there. Thankfully with a podcast, he’s been a guest. He was a guest on the show. Yeah, he was on uh two, I’d say a year and a half, two years ago or so. Thankfully, I’ve had savvy social media managers through the years. So I’ve got all the, I’ve got Tony Martignetti. You’ve got the seo on your name. All the good properties. I’m Tony Martignetti on Twitter X. I’m Tony Martignetti on Facebook. I’ve got all the good Gmail. I’ve got Tony Tony Martignetti, uh or Tony Martignetti at Gmail. Um I so thankfully I’m grateful to all my social media managers through the years who claimed uh properties. So this guy is locked out. He’s like, like Tony Martinet, I think he’s making a mistake on Twitter. He’s like, Tony Martinet won out the eye. Like, what’s, what’s the virtual campfire about? Oh, he’s a business coach. He’s a business kind of a business and, and personal coach, I think intertwined, intertwined, no fermentation highlights or anything. No, he, he’s not, he’s, he’s not that Savvy. He’s not that or if he goes in that direction, he doesn’t have Claire Meyerhoff to help to save him from himself. I still, because he doesn’t have Claire Meyerhoff working with his podcast. I’ll save any Tony Martignetti podcast out there. Oh, you can’t. No, you have to be loyal to this one. All right. Um So on Twitter, he’s like Tony Ma rt Igne tt one, Tony, who’s gonna, who’s gonna notice that difference beat Tony Martin at three or something that people are gonna notice that don’t, don’t hide the difference. You gotta flaunt it otherwise. And I do get a lot of his tweets and a lot of his, I, I stopped, I stopped forwarding them. OK, Scott. Everybody knows what you’re gonna do from your, from your 2009 album. A jukebox. You have to do Cheap Red Wine for us. A song about fermentation. The joke’s already been done, but it’s called a Callback. Let’s call back next year. What a fermentation song. This one’s for I 95 Santa Claus. The baby is just gave my target. Sooner or later I’ll figure out as to what you need. You’re singing romantic advice from a billboard. I’m looking for hands them on the TV screen and we nothing tailor up from down. We other baby at this use if I’m a charming, but I can’t figure out how and you said you thought I was handsome but it doesn’t matter now. So as long as you can, I got ready promises of the now you know, some girls that just live in diamonds and they won’t talk of the kind of clothing that I wear belong to B for the good stuff and go to, we try to do it the opposite. Do the best that I can. You have some competition and I’m a wealthier man you use if I’m a charming, but I can’t figure out how now the then from a your time promises now is a days the other be can kiss our ass have last of three signs because we’re perfect for each other. As long as we nobody else in my use if I’m a charming, but I can’t figure out how never mind it don’t matter. Now you keep falling from A P. It’s on your time. The promise. Oh. Mhm. Fantastic Scott. Thank you. Thank you and thank you Josh Becker for bringing Scott and Me together. You’ll find him at Scott. Stein music.com Scott. Thanks so much. My pleasure. It’s time for me to say thank you to everybody and farewell. I’m grateful I am. I get Misty here. I’m grateful for each of your contributions to the show. 700 shows strong. 1414 years podcasting. We’ve been around a while and uh we’re not going anywhere. So a week, 14 years, thank you. Thanks to each of you for what you’ve uh contributed to the show, which is helping nonprofits small and small and mid size shops, the other 95% right? We’re all helping that part of the, the nonprofit community. So I thank you on their behalf and, and for myself. Thanks to each of you. Thanks so much. Thanks Tony. Thanks for being such a champion for the sector. It’s always a pleasure. Thank you. Thanks everybody, Kate. Why don’t you take us out if you missed any part of this week’s show? I beseech you find it at Tony martignetti.com. We’re sponsored by virtuous, virtuous, gives you the nonprofit CRM fundraising volunteer and marketing tools. You need to create more responsive donor experiences and go giving, virtuous.org and by donor box, outdated donation forms blocking your supporters, generosity, donor box, fast, flexible and friendly fundraising forms for your nonprofit donor. Box.org. Our creative producer is Claire Martin. I’m an associate producer, Kate Marinetti. The show so is in Chavez Marksman, our web guide. This is Glorious live music by Scott Stein. Thank you for that affirmation. Scotty be with us next week for nonprofit radio. Big nonprofit ideas for the 95% go and be great.

Nonprofit Radio for July 8, 2024: Improve Your Communications With AI

 

Carlos MoralesImprove Your Communications With AI

Carlos Morales, from Viva Technology, shares how to use specific ChatGPT prompts to accelerate your written drafts; optimize your messaging for clarity and audience; and, personalize your outreach as you maintain a consistent voice, tone and brand. All through artificial intelligence. (This was recorded at the 2024 Nonprofit Technology Conference, hosted by NTEN.)

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Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.
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Welcome to Tony Martignetti nonprofit radio. Big nonprofit ideas for the other 95%. I’m your aptly named host and the pod father of your favorite abdominal podcast. Oh, I’m glad you’re with us. I’d be stricken with dysphasia. Not last week’s dysphagia, dysphasia. If I had to speak the words you missed this week’s show. Our associate producer, Kate is away this week. It’s all me. We’ll get through it. Hey tone. Oh, sorry. Continuing our 2024 nonprofit technology conference coverage this week. It’s improve your communications with A I. Carlos Morales from Viva technology shares. How to use specific chat GP T prompts to accelerate your written drafts. Optimize your messaging for clarity and audience and personalize your outreach as you maintain a consistent voice tone and brand all through artificial intelligence. I’m Tony Steak too. Giving usa why do we have to wait six months? We’re sponsored by Virtuous, virtuous, gives you the nonprofit CRM fundraising volunteer and marketing tools. You need to create more responsive donor experiences and grow, giving virtuous.org and by donor box, outdated donation forms blocking your supporters, generosity, donor box. I’m channeling Kate fast, flexible and friendly fundraising forms for your nonprofit donor box.org. This isn’t so hard here is improve your communications with A I. Welcome back to Tony Martignetti nonprofit radio coverage of 24 NTC. You know that that’s the 2024 nonprofit technology conference. And we are in Portland, Oregon at the Oregon Convention Center. We’re sponsored here by Heller Consulting, technology strategy and implementation for non profits. With me now is Carlos Morales, digital marketing strategist at Viva Technology. Carlos. Welcome to nonprofit radio. Thank you so much. I’m glad to be here. Pleasure. Thank you. How’s the conference going? Are you enjoying? Oh, I’m loving it. This is very good. Is this your uh this is actually, this is my second one in like in the last 14 years. And so it has been a while. It’s been a while since you came, you miss them. I mean, NTC is a very good conference. It is. It is, I mean, great, great information, great sessions and great networking opportunity, meeting awesome people learning from a lot of people as well. Yeah. Have you done your session? I did, I did yesterday. People learned from you and now you’re learning from others as well. This is the community, the N 10 community. It is. It is. And uh your session that you did yesterday is accelerating nonprofit communications draft, refine and personalize with A I, correct. All right, personalization. It’s possible. It is, it is. Well, give us the overview first. Why, why did you feel we needed this session? Sure. Uh Well, as you know, A I is sort of actually now the uh the talk of the town, right. And so a lot of organizations are using A I or want to learn how to use A I to actually communicate better, to market better and to reach their audiences better. And so it’s a great tool. It allows to save, uh save us a lot of time. It can give us great ideas and how to do our job better. We can be more efficient. And so the whole purpose of decision is actually to give practical tip hands on uh tips and how to use chat G BT in this case, uh effectively for nonprofit organizations uh create some efficient and effective communication strategies. So, yeah. Alright. So uh you say, you know, draft, refined and personalized. So why don’t we take those in order, drafting comes first before we’re writing? So what’s, what’s your advice around the use of A I drafting? Sure. So when we’re talking about drafting, communication is basically let’s, let’s uh let’s talk about CG BT as being the tool that he actually we talked about yesterday. It’s going into chat GP T uh and prompting or giving instructions to cha G BT on a specific task. For example, help me write an email about fund raising for my donors. Um And you know, I want this email to be very uh to have a grateful tone. Um And I want you to cover, you know, mention all the goals that we were able to achieve based on our fundraising strategies. It’s just, it’s just a simple prompt. This is a simple instruction. Now, Judge GP T is gonna come up with, OK, here’s the email based on the instruction that you gave me as you actually read the first draft of the email, right? What you’re getting is basically, that’s the first thing that’s the draft based on one instruction, the email comes up and then you’re gonna actually now refine it. But the whole idea right now is just to start getting some ideas, brainstorming and what would be the best email I can send out to my donors? That’s it. So I’m just giving you one instruction, you create the task and then from there we’ll go and improve it. So that’s the draft piece and, and we’re gonna, we’re gonna, we’re gonna improve it with future with additional instructions exactly in a prompt. And so that’s when the refining piece comes along because then as after I looked the draft, I can say, well, this is great, but I want you to be more specific. And so, and I want you to address the donors that actually donated between five and $10,000 for example. Um and I want, and I wanna make sure that uh you know, as you were thinking them, I wanna make sure that we actually put a link where they actually can go and click on it so they know how their money is being used. So now we’re actually adding more instructions to be able to actually refine that email. Now, maybe the first draft was not what you wanted. Maybe the first draft was too vague, too general. Well, the refining piece is giving more context, more detail to cha GP T. So you can actually get better results and you go from there. So this is obviously an iterative process, you know, using A I in G BT or any other language model is not a one time thing. It’s not like giving instruction once you’re gonna come up with, you know, with the best idea, the best email, the best marketing communication is not gonna happen. So you have to continue talking at it providing the context or the additional information for that, you know, for cha GP T to give you the best result possible. OK. Yeah. So you know, we’re talking about prompt engineering, which is a fancy way of saying, you know, learn how to talk to A I by giving actually the right prompts the right instructions. That’s what that is. And we had a session yesterday, a conversation about prompt engineering with uh with two other guys. Um All right. So is that enough? I mean draft refine and then personalize right, the personalized piece though, after you are refining after you’re enhancing your communication that email. Now, we wanna make sure that we are personalizing, right? Remember that I said donors that actually donated between five and $10,000 that piece of it. There you are segmenting you are, you are sort of actually personalizing your message to a specific specific segment of your audience, right? Because the language that you’re using is gonna be different for someone who probably donated about $1000 right? Because that money might go to a different cost. And so that’s the personalizing piece. The other thing too is that you can actually train cha GP T to adopt the tone, the brand voice of your organization. For example, you can actually give them documents, you know, past emails or a specific flyers in which you say I want you to look at the way that we have written this communication pieces to donors and I want you to actually adapt or a adopt that specific tone into the email. So that’s where the personalization and keeping your brand voice comes in. So that’s, that’s the piece about personalizing it. But you’re gonna, when we talk about personalizing it, it’s pretty much talking, you know, we’re talking about let’s let’s communicate with a specific type of audience. No, in this case, we’re talking about donors, it could be parents, it could be youth, depends who, who, who your target audience is. Yeah. OK. And right. And the personalization also comes from you giving it text to train itself to you, to train it to adopt my tone. Use this ii I don’t know, use some of the maybe use the language of the second paragraph, you know, or things like that. It’s time for a break. Virtuous is a software company committed to helping nonprofits grow generosity. Virtuous believes that generosity has the power to create profound change in the world and in the heart of the giver, it’s their mission to move the needle on global generosity by helping nonprofits better connect with and inspire their givers. Responsive fundraising puts the donor at the center of fundraising and grows giving through personalized donor journeys that respond to the needs of each individual. Virtuous is the only responsive nonprofit CRM designed to help you build deeper relationships with every donor at scale. Virtuous. Gives you the nonprofit CRM fundraising, volunteer marketing and automation tools. You need to create responsive experiences that build trust and grow impact virtuous.org. This is uh it gets a little tiring now back to improve your communications with A I I think we’re doing OK though. Uh you mentioned a link. Now, how would we a link? So donors can see how their gift was used. How’s that gonna work? So basically, you can actually do that. You can actually say well and I want in the email to for them to go to my website, give them, give it the URL, give it to your RL and then that will be included in the email that Chad G BT generates. Alright, I mean uh there must be more to talk about because you had a session we just did draft or fine and personalized. Um What what what, what more, what more do we need to talk about? Sure. Well, I think we look what we’re talking about actually communicating with JG BT. The whole thing is about prompting is actually about, you know, making sure that you know, exactly or you learn how to actually talk to it, give the right instructions. So one of the things that we talked about is OK, we actually came up with a basic structure, right? In other words, first thing that you wanna do is actually just state what your uh goal and the communication type is. So in other words, if you’re asking to write an email, that’s a communication type, the goal is to actually raise awareness about a specific, about a specific cause. You wanna also give context, tell cha GP T why this is important. You wanna also highlight the audience who is the audience going to be. So in other words, if the email is going to donors, that is my audience, you know, donors that actually donated between five and $10,000 for example, right. And what’s the call to action when I want them to actually go to a specific website for them to actually see how their money, how their funds are being used So that’s the structure, right? Basic structure that a prompt should have. When you actually have that structure, then you actually come up with a very good draft. In fact, we actually put it in practice yesterday. And when people actually saw that email, the first draft, they say, well, that’s a pretty good one. So when, when you actually come back into an editing mode, you’re refining it. Obviously, you spend a lot less time. Why? Because you were specific in the first try. If the promise to beg you’re gonna come, you know, you’re gonna have an output, you’re gonna have an answer more, more generic. So you’re gonna end up editing a lot more. So that’s the whole, that’s the whole, uh you know, kind of the whole idea is to actually learn how to talk to it. Now, I’m just mentioning, you know, email, but you’re gonna use it for marketing, how to create effective social media post. You can fact give it a, you know, if there’s a social media post, for example, either from your organization or another organization that actually has created a lot of engagement, you can grab that post, give it to chat GP T and say this post generating, you know, 25 shares had about 1000 views, whatever, whatever the metrics that actually you get from that post, you feed it to chat GP T and say I want to create something similar. But my audience is Xy and Z right, please adopt the best practices that you found from this post to generate one that is actually gonna work for me. Do you need to say please, you know, GP T just do it right. So it’s interesting because we, we, we were talking about it and one of the decisions like, well, you know, che GP T appreciates when you are polite and say please and thank you because you know, there’s been some research where this actually shows that when you are polite, you know, it’s end up producing better results for you. There’s research. Yes. However, however, the nice thing about this, you can actually read all this research in the world, but you can actually test it yourself. Is there been instances on my, on my end where I haven’t said please and then the results versus versus an instruction when I say please doesn’t change much. OK? So in my experience, you know, this is, this is one of the things that I’ve done. I get frustrated with cha GP T and you know what I’ve done is like you did not do what I asked you, you are making stuff up, you’re hallucinating because that’s the term that we use. So you’re making stuff up, please. OK. Revise the instructions and pay attention to details. All right. So I use the, please, then I draft the same prompt, same instruction without the plea and I pretty much get the same result right. There’s some instances when the results varies. A little, a little bit, right? But with a GP T, I’m gonna be honest with you, you can use the same prompt right now. Uh And then 10 minutes later you get a different, a different, um a different result. I’m gonna give you an example. So yesterday, someone asked at my session, OK, what happened if you actually say to chat G BT, write this email based on the target audience, you give it an audience and, and, and, and, and all the criteria. But then for the second prom, you say write an original email. What’s the difference between those two? Actually, there’s none because when you’re asking chai to write something, it’s going to be original. He’s actually creating the text for you. All right, you can edit it, you can change it, you can go back and forth, right? So, so we tested it out. So we tested it out. And so basically, we’re asking the same thing and one prompt, you know, uh we didn’t say original, the other one, we did. Obviously we had two different answers, right? Because because just one word that we changed now, what happened when you actually use the same instruction? The same one, no changes whatsoever, identical prompts, we also get different answers, but they were close but different answers. Here’s what happens when you can grab both, both of those answers. And you can say, oh my God those are good. What I can actually take from each of them to make one that is actually better and what you can do, you can give both answers to Cha J BT. And I said, I like both of them mention what you like about it. And now I want you to create one final email based on the instruction based on this criteria to make sure that is the best of the both versions that you gave me. So see all the things that we can do with it. And I’m just talking about text based, but we can do a lot of stuff, we can ask it to help us create prompt, to create images um to analyze data. Um You know, for nonprofits, for example, yesterday, we talked about let’s talk about different roles that you have in the nonprofits, right? You have a grant writer. How can you use a GP T to actually write a grant that’s very useful, you can actually fit in the whole information of the grant application, right? And then you can actually give a specific instructions and to tell you, you know how to actually answer those sections from the grant application with the tone of your organization. Make sure that actually highlights or give more importance to some of the sections of the grant of the grant application that it needs to be given importance to. But making sure that it maintains the whole brand’s voice, right? Obviously, it’s gonna come up with an answer. It’s not gonna be a perfect one. That’s where you actually go and start refining it and going back and forth. That’s, that’s just one, you know, one practical way of doing it. It’s time for a break. Imagine a fundraising partner that not only helps you raise more money but also supports you in retaining your donors, a partner that helps you raise funds both online and on location so you can grow your impact faster. That’s Donor box, a comprehensive suite of tools, services and resources that gives fundraisers. Just like you a custom solution to tackle your unique challenges, helping you achieve the growth and sustainability, your organization needs, helping you help others visit donor box.org to learn more. It’s time for Tony’s take two giving USA. Why do we have to wait six months for a report about fundraising the previous year giving USA comes out each June 6 months after the end of the year, we used to have a far far superior product. It was the Atlas of giving longtime listeners to the show. May recall that the Atlas of giving Ceo Rob Mitchell was on the show several times, usually maybe always in January because the Atlas had and he was announcing the report on fundraising from the previous year in January. And on top of that, very importantly, he came with the forecast, the quantitative forecast of fundraising for the coming year and he had this report from the previous year and the forecast by sector, meaning nonprofit mission sector. He used to say, sector source, the source of the giving and state state, he could break down giving by state. He could tell you that last year, what the dollar amount was of arts fundraising in the state of Wisconsin. And in the forecast, he could tell you what the religious fundraising is going to be for the coming year in the state of Maine. That’s how robust and detailed and sophisticated the Atlas of giving was giving USA doesn’t even come close to this and we have to wait six months for it. And the forecast you get from giving USA is qualitative like uh the election and inflation and donors perceptions will impact fundraising this year. Oh What, what brilliant insight. So, so, so deep, the analysis and, and so actionable for us, it’s worthless. Uh OK, so what happened to the Atlas of giving? Uh it, it, it fell away, you know, so if, if I here I am saying it was far superior, why didn’t it survive? Well, the best products don’t always survive. Um In this case, it may have been underfunded. So the marketing and promotion was not adequate giving USA has its relationship with the University of Indiana and the Lily School of philanthropy which lends it uh undeserved uh credibility. And so, you know, puts those institutions imprimatur on the, on the giving USA product uh I believe it’s misplaced, but anyway, it’s there. So, but I, I really don’t have a complete answer as to why the Atlas of giving didn’t survive. I think the last report was 2017. So I think the last time Rob Mitchell was on was January of 2018 with the report from 2017, again, such deep analysis by sector source and state. And also, of course, then he had the forecast for 2018. I guess I’m voicing frustration and lament that we don’t have a better product. And uh I lament the loss of the Atlas of giving. That is Tony’s take two, Kate. No, of course, Kate’s not here. We’ve got just about a butt load more time this week. Here’s the rest of improve your communications with A I. Again, when you say use, use our tone, our voice, you can train it with your own text. You can even give it URL si mean, maybe a blog post or you can copy and paste or whatever. Well, and Tony, here’s the thing about it that you said give it a blog post. Somebody actually asked yesterday can actually, can I give cha G BT a link to my page? So he knows a little bit about me about my organization and ask him based on that information to actually write an email, making sure that he’s skipping that brand’s voice, that has a little bit of background of who the organization is. And use that when it’s actually drafting that email, right? And so, um, and you can certainly do that. You can certainly do that. And so, um, so it’s powerful, there’s so many things that we can do with it. You know, I’m gonna share with you a, a concern that I have that I shared with the, the, the two, um, the two technologists who were talking about the prompt engineering yesterday. And I’ve shared this with other folks too. I, I’m interested in your reaction. Um My, my concern about the use of chat GP T or any of the, the generative A I tools is that we’re, we’re seeing away our most creative time, which is the blank page, the creation of the draft. We’re staring at the blank screen. How do I get started? Um You know, where should I start with my ending or should I start with my call to action in the middle or, you know, but where that to me is the most creative that we can, we can be and then less creative than that is refining editing, you know, copy editing, uh proofreading naturally, you know. Um So, so to summarize it, like my concern is that we’re, we’re gonna become less creative, we’re giving away our most creative moment. That blank screen moment. What’s your reaction to that? You know, I don’t know what kind of answers you get in regards to that, but I have found myself to be more creative by using Chat G BT. And the reason why is because now I’ve learned how to be more effective at communicating and given a specific instructions. Not only that though, but as I’m actually seeing the answers, I start thinking of ideas that I actually can use to enhance the final product that I want from cha GP T. So in other words, to me, for example, if I’m looking, I’m gonna give you example, I did, I did my workshop yesterday. Did I use C GP T to create an outline for my workshop? What do you think the answer to that is, of course, I did have I done workshops before on marketing and social media and uh and technology. Yes, I have prior to chat GP T. What did I do to create an outline for a workshop that I was about to present? What do people do? You go to Google? Right? You do a little bit of research, you can come up with an outlet yourself, but then you go to Google and you start actually looking at case studies, you start looking at concepts you start looking at and then you start putting all the information together. What Cha GP T does is basically grab all the information that he knows that exist and actually put it in a package for you in front of your screen based on the instruction that you give it. That’s what it does, right? So, so to a certain point is like if I want to write an email, for example, I would say to cha GP T I need to write an email, right? Um Ask me clarifying questions to get more context before proceeding. That’s it. Then cha G BT will say, all right, you, I I understand you need to write an email. Now tell me who the audience is. What’s the type of tone that you wanna use in the email? What are the key messages that you want to convey? These are things that well, we, we already know that we need to write on an email. But what chat G BT is helping me is kind of actually be more organized if there are things that I’m seeing there that I hadn’t thought about. And then once I see it is, oh my God, I forgot this. Now, now chat G BT is prompting you exactly is prompting me instead of actually thinking and being a little bit more creative and how I can enhance that process. And so that’s the way that actually I see it. Um So I don’t think the creative process is gonna go away. What is actually happened with shifting and how to be creative in a different way by using technology. And so, and that’s, and that’s the way that I, that I see it. That’s actually I see it with the people that I work with and how we have applied A, I thank you. Creativity in a different way. Yes, definitely. Um What else do you want to talk about? We, uh we could still spend some more time. What, what haven’t we gone deep enough on or? Well, yeah, I think, uh you know, for nonprofits, for example, but this is the audience of your, of your podcast. It’s like the question is, how do we actually use a tool like cha GP T to be more efficient? Well, you know, I gave you prior examples and how it can help you save lots of hours. You know, one of the things that we talked about yesterday was like, you know, if you want to write a blog post and you want to write a blog post about um mental health issues for teens uh in your, in your local area, for example, and the purpose of the blog post is to educate parents and provide resources well, prior to cha GP T, you probably would think and you will look at the blank screen going back to your, to your concern and you probably spend about eight hours trying to write, to write a very good blog post. Right? Well, with J GP T, we can certainly actually spend between 2 to 2 and four hours and actually write a very good blog post. Now, what happened with the other four hours, the other four hours that I’m not spending now and writing a blog post can be used in the marketing piece of the blog post. Now that I have written it, what can I do to actually promote it better and making sure that parents actually get to see it and get to apply what I have I have written for them to do or the tips that are provided for them in terms of mental health and, and, and, and, and how to deal with that with, with their, with their Children, for example, with their kids. And so notice how technology now is being used more efficient and we become more, I mean, uh more efficient on time, but more effective in the way that actually we produce results. So those are some of the things that I think is important for if you are a for nonprofits, if you ask the question, OK, what are the number one thing that you want cha GP T to help you with a lot of people are gonna raise their hands, they’re gonna say content creation, how to create more engaging content on social media. For example, my goodness, you have these tools, it’s gonna help you do that, right? And so when we’re talking about, you know, uh you know, using a GP T more for the nonprofit organizations, you know, one of the things that I would say is like get good at prompting. But on the other hand, just yesterday, I was reading an article where prompting in a few months is not gonna be something that it’s gonna be needed because what’s happening is as this technology advances, um the la language model is actually by just giving an instruction, the language model is gonna be able to actually predict what exactly is it that you want. So, and so basically, it’s not gonna be, you know, you’re not gonna need to be more detail than necessary sometimes. And so, so it’s a dancing rapidly, right? You actually go and go to websites and grab uh you know, uh prompts library for any type of role that you want. And then what you do is just copy and paste it and edit it based on your own needs. Prompt library. Oh yes, yes. So you want you, you know, you copyright it. Yeah. If you actually are a graphic designer, uh data analyst, there are actually prompt libraries in which you actually for anything pretty much that you want, you can copy it and paste it, edit it as you see fit and it will allow you to get more results faster, right? And so, so, you know, for nonprofit organizations, one of the things that I say is like, let’s get good at the basics first. If you get good at the basics, you’re gonna, you’re gonna see right away. Very good results. You’re, you’re gonna actually produce some tangible results, great results for your organization and then you’re gonna be able to now promote, better, communicate better. Um you know, if you are using uh cha GP T to create content on social media, you’re gonna be able to actually see the results of that by the content being more personalized, remember, personalizing and refining. And so those are the things that I think will be beneficial for fund raising. My goodness. If you’re, you’re fund raising and you have a database of donors, you feed that to cha GP T and you start segmenting your donors based on the amount of money that they actually have given you. Not only that, then you personalize that email, like I told you at the beginning based on that, not only that those that are actually have not engaged with you or for some reason, they haven’t donated with you in a while. How do we re engage them? How do we make sure that we remind them of the cause that at some point they actually, you know, believed or they engage with us at the first, but they haven’t done in a while. How do we re engagement? How do we actually make sure that actually they, you know, they donate, they come back. So look at all the great benefits that you can actually as a nonprofit can reap from this technology. It’s just knowing how to use it, right? It’s key. But you know, but as you, as you’re learning how to use it, the creative, the creative actually thought comes to you and say, oh my God this is just one tip of the iceberg. Now we can do this, this and that. So that’s what I say is technology for me had to allow me to actually be more creative in the way that I do things. All right. Yeah. All right, Carlos, we’re gonna leave it there. All right. Thank you so much. My pleasure. Thank you, Carlos Morales, digital marketing strategist at Viva Technology. Thank you very much again for sharing, Carlos. My pleasure. Thank you and thank you for being with Tony Martignetti nonprofit radio coverage of 24 NTC where we’re sponsored by Heller consulting, technology strategy and implementation for nonprofits next week, exploiting conflict and intuition makes better products. If you missed any part of this week’s show, I beseech you find it at Tony martignetti.com. We’re sponsored by Virtuous. Virtuous. Like I’m 14. My voice breaks, virtuous gives you the nonprofit CRM fundraising volunteer and marketing tools. You need to create more responsive donor experiences and grow, giving, virtuous.org and by donor box. Outdated donation forms blocking your supporters, generosity, donor box, fast, flexible and friendly fundraising forms for your nonprofit donor box.org. Love that alliteration. This does get a little tiring doing my per one person. II, I must be out of practice doing it by myself. It’s been over a year. Our creative producer is Clare Meyerhoff. I’m your No, no. The show’s social media is by Susan Chavez Mark Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation. Scotty be with us next week for nonprofit radio, big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for July 1, 2024: Use Your Tech To Enable Generosity

 

Jamie Mueller, Peter Genuardi & Natania LeClerc: Use Your Tech To Enable Generosity

Our panel encourages you to expand your definition of generosity and how you measure it, to better acknowledge diverse forms of giving. They help you facilitate generosity through your data, tech and business processes. They’re Jamie Mueller with PTKO; Peter Genuardi at See the Stars; and, Natania LeClerc from Feeding America. (This was recorded at the 2024 Nonprofit Technology Conference.)

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And welcome to Tony Martignetti nonprofit radio, big nonprofit ideas for the other 95%. I am your aptly named host and the pod father of your favorite abdominal podcast. I apologize for the distortion you’re gonna hear in this recording from 24 NTC. It’s especially in the, the last segment, but kind of throughout uh it was much worse and I, I had to edit out some parts because you just couldn’t understand what was being said. I, I kept in what you could hear over the distortion. So, uh just I, I forgive me for the distractions that you’re gonna hear in a few places in today’s show. Oh, I’m glad you’re with us. I’d be stricken with dysphagia if I had to swallow the idea that you missed this week’s show. Here’s our associate producer, Kate with what’s coming? Hey, Tony, continuing our 2024 nonprofit technology conference coverage. We’ve got use your tech to enable generosity. Our panel encourages you to expand your definition of generosity and how you measure it to better acknowledge diverse forms of giving. They help you facilitate generosity through your data tech and business processes. They’re Jamie Mueller with Tko Peter Genuardi at see the Stars and Natania Lalai from Feeding America on Tonys take two Jim attire were sponsored by virtuous. Virtuous gives you the nonprofit CRM fundraising volunteer and marketing tools. You need to create more responsive donor experiences and grow, giving, virtuous.org and by donor box, outdated donation forms blocking your supporters, generosity. Donor box fast, flexible and friendly fundraising forms for your nonprofit donor box.org here is use your tech to enable generosity. Welcome back to Tony Martignetti nonprofit radio coverage of 24 NTC. You know that that’s the 2024 nonprofit technology conference. This conversation kicks off our day two coverage. We are in Portland, Oregon at the Oregon Convention Center and we are here sponsored by Heller consulting technology strategy and implementation for nonprofits. Kicking off our day two with me are Jamie Mueller, Peter Genuardi and Natania Le Claire. Jamie is Chief Growth Officer at Ptko. That’s papa tango kilo Oscar for those who like the phonetic spelling. Ptko Peter Genuardi is founder of see the Stars. And Natania La Claire is Director of Strategic and Integrated Planning at Feeding America, Jamie Peter natanya. Welcome. You did your session yesterday and your session title is use your tech to enable generosity. Uh Let’s start right here. Uh Sitting, sitting next to me, Jamie, why don’t you explain why, why the session was needed? Why, why uh what, what we could be doing better in the, in the community about uh, about the session topic. Yeah. Well, Tony, as you, well know, we’re seeing a decline in individual donors, right. Um, and we have some very uh generous people that are kind of making up that difference in the 1% and that is not a sustainable model for the industry. And so we’re really trying to figure out what is it that is decreasing fundraising or dollars coming into organizations. And, you know, the Generosity Commission has done a great job at uh looking at what makes people be more generous, what um encourages people to be generous. And so we wanted to have a topic that really explored all the realms of generosity and how they interconnect together and create a AAA pipeline for dollars to come in uh by way of volunteerism, advocacy and um just giving up time and influence and how our tech can better enable us to identify those indicators of generosity so that we can be more prepared to ask more of um the individuals that want to support our missions. Ok. You mentioned the Generosity Commission. I don’t, I’m not familiar with that. Yeah. So the, so the Generosity Commission is a group, a coalition of individuals that come from Stanford and a number of other uh uh um think tanks in the area. Um The Giving Institute is involved in that as well and give usa coalition. And so there’s been a number of studies that have been done over the that have looked at and explored through different colleges and universities and think tanks. This role that generosity has to play in our society, is there a report issued a report recently, a number of reports 2022 was the latest report, but there’s actually been a longitudinal amount of research that’s been done. And over, I mean, as you probably can imagine, volunteerism is a key indicator of uh of donations in the future. And um also advocacy and just overall relevance to somebody’s life and the way that they are being generous in their everyday life um can be an indicator of future generosity. And so how are we actually identifying those behaviors that people are naturally displaying in their everyday lives as being generous opportunities and then funneling that into the dollars that organizations really need to in order to, you know, further their mission and their capacity. OK, I see. And uh Peter, part of what you talked about in your session is expanding the definition of generosity, which Jamie was just alluding to how, how, how should we be redefining generosity? Yeah, that’s a great question, Tony. Um I think there are two ways that we should really look at it to help organizations just be more productive and engaging and getting more from their audience. The first is what Jamie alluded to, which is really taking a look at, say, Tony and saying, OK, today we really see him as a donor, but we know that he, you know, um volunteers that he is actually seeking services from us, that he is doing so many other things with us, but we’ve hyper focused on just his value to us as donors. And so we need to expand that. The other piece I think um that’s really important is expanding who we think of as people who can be generous to our organization. Um I’ve done a lot of work uh for and with direct service organizations and the vast majority of them really see those as two separate audiences, the people they serve and the people they raise money from. And so the more that we can think about a holistic uh relationship with people uh with the people who come to our organization to seek services, but also to support us in the future, to volunteer creates just a, it, it lets us expand the tent and draw more people into those who could support the organization in a, in a bigger and more holistic way. OK. So I, I’m, I’m, I’m stereotyping and generalizing with both of which are dangerous. But I think the stereotypes, I don’t know, I think they’re, I think they’re not valid. I think they’re ubiquitous that those of us, those who come to us for service are, are whether it’s feeding and of course, we’re gonna get to Italia Feeding America um or, or sheltering or, um, you know, I’m, I’m something of the, the, the the personal type of services that those folks aren’t just don’t have the, the capacity, capacity, the means to, to be donors. And I don’t think we think of the future, but we think of now they just don’t have the means. We’re, we’re wrong headed. I would say yes, I think with direct service organizations for sure. And I’ll let Natania um, tell us a little bit more about that. I think one of the, one of the organizations that actually does this really well is the American Heart Association. Um Several years ago, my dad had a heart attack and we need to get some help from the Heart Association. They gave us great advice and guidance. Um You know, after uh my dad got sick, he passed away, we made a contribution to the organization as donors and now as somebody who’s 47 and, and needs some support myself, I’ve gone back to the organization for information and that sort of thing. And so the way that they have thought about engaging me across this whole cycle of things where I’m a service uh beneficiary as well as a donor as well as somebody who will probably leave the money when I pass. You know, it’s that kind of long term thinking and holistic relationship that I think is really a productive model for many, many organizations. It’s time for a break. Virtuous is a software company committed to helping nonprofits grow generosity. Virtuous believes that generosity has the power to create profound change in the world and in the heart of the giver, it’s their mission to move the needle on global generosity by helping nonprofits better connect with and inspire their givers responsive fundraising puts the donor at the center of fundraising and grows giving through personalized donor journeys that respond to the needs of each individual. Virtuous is the only response of nonprofit CRM designed to help you build deeper relationships with every donor at scale. Virtuous. Gives you the nonprofit CRM, fundraising, volunteer marketing and automation tools. You need to create responsive experiences that build trust and grow impact, virtuous.org. Now back to use your tech to enable generosity. Natania. You’ve been doing a lot of nodding as uh as Jamie and Peter were talking uh whether you want to share your experience at Feeding America or you wanna, you wanna think broader about this expanded definition of generosity who’s capable? Yeah, I think I just wanna touch on the fact that it is a stereotype that the people that we serve and that are in service uh would not be contributors, financial contributors. We find time and time again that our best supporters are our neighbors and the people that have received the services from our food pantries, our food banks and, and the network at large. And we even tell stories of our neighbors who are now volunteers at these pantries. Um So they see the direct benefit of the service they received and the value that they get from that and want to immediately give back and, and turn that into more that, that ripple effect of continuing to give to others who now need. Um which is, you know, it’s a beautiful thing and we’ve started to give them a platform as well, not only through our storytelling and um you know, not being the mouthpiece for the, for the movement, but really allowing our neighbors to be the voice of the movement and, and telling us what they need in order to thrive. Um So that’s one way in which we’ve been generous. But I think, you know, in terms of expanding the meaning of generosity, um you know, I think the big um the sound bite that I wanted to bring from yesterday was I think, you know, not that you need to throw out technology in the whole process, but that you can start from a place of ignoring the drop down menus that you have in your technology and, and not trying to categorize generosity based off of the constraints of what’s in front of you in, in whatever platform you’re dealing in, but go out and talk to people about what is meaningful to them, about giving to you um in the ways in which they want to give and then try to build systems that can track that in a, in a way that is, that helps you understand how invested they are in you are, are there other constituencies Natania that, that we should be thinking about? Besides those of us who are uh service beneficiaries, are there other constituencies? We should be expanding the definition of generosity to I think. So, I think uh you know, there’s advocacy for sure. And I think there’s also folks who um who want to create their own fundraisers or they want to give in ways that are not currently in our structures. And really what this is about is giving people the opportunity to, to support you in the ways that are meaningful to them. That could be a number of ways and a number of platforms. And one of the things that we kind of ran into some friction in, in the conversation yesterday was, well, you know, how do smaller organizations that don’t have the resources and um the means to adopt all these platforms and run all these programs and just, you know, try anything under the sun, you know, what are we supposed to do? And um you know, really, what, what we, our other um compatriot who’s not here today was, was able to contribute was, you know, pitch it to your leadership as a test start. Say it’s a test of trying out a new platform, a new way of um you know, tracking the, the ways in which people support you and then see over time if it gets you um exponential results, Peter can we talk a little about using technology because your, your, your session topic is use your tech to enable generosity. Now, Natania just referred to the inadequacy of the current drop down menu uh menus. I’ll just, I’ll just pluralize menu and this way, I don’t have to think of another noun. So the inadequacy of the, the drop down menu, how should our tech be integrated into this expanded definition of who can be generous and how folks can be generous. Yeah, I mean, you, you’ve kind of opened up this Pandora’s Box and I got, I’m afraid I’m afraid that my friends who work at software companies here are listening to this podcast and I hope they are. But um I’m gonna be critical of us as an industry for a second. I think Jamie um by coordinating this session really got this topic out on the table for us and it’s being had at, you know, all levels of organizations um in all the departments. But here at the, the technology conference, you know, we have to be a little critical of ourselves. Um I’ve worked for a couple of software companies that have made online cr MS that help with email and fundraising and advocacy and volunteer registration. And I have to tell you, you know, the place where those platforms are the most mature is when it comes to uh seeking money. So whether it’s getting people to convert more often on donation forms or to hit them at the right time with an email that gets them to open their wallet. That’s all well and good. And that’s important. But I think, um, don’t stop there. That’s right. We’re not, we’re not expanding beyond, beyond the, the simplest. That’s right. And so, you know, as a senior ranking Marxist at this table, I don’t really know if I’m the senior ranking Marxist. But I would tell you that my goal is to take all of this technology that we use to get people to open their wallets. Um All of these tools of late capitalism and flip them on their heads. So how do we use the tools that help us advertise to find people to draw them into the fold to provide those social services? Can you imagine if we lived in a world where direct service organizations brought the same kind of discipline and technology to serving their population as they do to raising money? Um I think that’s where we’re going to see a lot of research and expansion in the next couple of years. Be a little more specific about the software shortcomings. What’s the ideal for you? You know, I’ll give you a good example. Yeah. So here it is one of the organizations that I work with, we help them find about three quarters of a million people to put into and lead to their job training programs every year. Um Part of that challenge is that we’re trying to reach them with advertising tools that find people who are over 50 people of color, primarily women, lower education, lower banking rates. And those tools for advertising are optimized to find rich people who have money to spend on discretionary stuff, whether it’s buying a TV or donating to, uh, a worthy organization. And so we’ve had to come up with really innovative ways to identify people who meet those criteria, um, because they’re not optimized to find people with lower income, lower discretionary dollars and that sort of thing. And so, um yeah, I’m not sure, I’m not sure how we do it. I think we have to do our best to take those tools that exist that have been built by very smart people and get them to really deliver a human service and make the world more compassionate, diverse forms of generosity is essentially what we’re talking about. So, Jamie, you were, you were the impetus behind this, this session. Don’t be ashamed. It was, it was, it was my fault. No, what else? Um Let’s see, uh facilitating generosity. I’m just reading from your session description, facilitating generosity through your data tech and business processes. I mean, we’ve alluded to all that stuff but why we, you know, you had a full hour session. What else? What else can we dive deeper in? Well, we had two other individuals that were here and I think that they made two very strong points that I’d like to just bring up real quick. Yeah, I will cheer. So Mike Fisher Trusts Republic land, he was uh he was really bringing home the point that one thing that nonprofits could easily do well and that there is technology to support is to encourage those individuals that are your five star fans, your, your, your individuals that are advocating, they’re opening your emails, they’re clicking through, they’re donating, maybe they’re volunteering, maybe, but they’re just consistently available to you and your mission. They are the ones that you should be asking to get more involved by bringing more people into your organization. They are your super fans. They are the ones that can tell their friends about you easily and well, because they’re obviously passionate about your cause and mission. Um The other thing is to be looking at who your social influencers are, uh who is on um who’s retweeting you who or re xing you. I don’t threating you. I don’t know. I know, but you know what I mean? I think now they just call them posts which is totally generic. So let’s do that. Well, I like, I like I do too that we’re expanding the definition, we’re expanding definitions. So yeah, so the ones that are posting about you on social networks that matter to you or that you’re finding um engagement on those are the people that you should be asking to support you in those regards that the idea of spreading generosity and connecting people to resources into each other is, is something that I think we undervalue yet is extremely important. And so Mike Fisher was really great at driving home that point that we are well under utilizing those individuals that can help us invite more people into our cause. And then also, and how we measure what they do. We don’t even have metrics really for like social influencing. Oh no. Does that exist in CRM systems? It does in some? Yeah, but it, it’s underutilized primarily and then it’s, it’s the other thing is, is that it’s a acknowledged and Peter really brought this home to us yesterday is the fact that when you get an email talking about the way that you’ve made impact at an organization, commonly, they’re reminding you of the last donation you made and how you can expand that donation or up a $10 and become a sustainer. But rarely do they say, and we really appreciate also the 25 hours that you, you gave to us this year through volunteerism or the peer to peer fundraiser that you helped us make a success and our match with others on Facebook last year. And so we’re really not tracking these different ways that people are showing their generosity and it’s really a shame. And um, so I’ll just make two other points real quick. One is um, storytelling which I think Natania has led, um, has done a great job at talking about and Michelle Payne who is jobs for America’s graduate on our panel as well. Um She, you know, they work with youth and high schools that um need are, are looking for a pathway to success in underprivileged neighborhoods or, and in areas um where opportunity is limited and the stories that those J A alumni are providing jobs for America’s graduates fundraising team in order to go out and raise more funds is critical to the success of jobs for America’s graduates. And um that, that needs to be acknowledged that these people are spending their time, their energy and being vulnerable by telling their stories to others in order to help raise critical funds for organizations and commonly, that goes unnoticed. Last thing I’ll just challenge everyone to say is we talk about donors like we’re not donors and like we’re not generous people, we and to take a step back and say, why aren’t donors giving more or why are, you know, or what should we do to make our donors more engaged with us? Look, look at yourself what is missing from the process of donations and from the way that organizations are engaging with you, how are we going to get folks to be more engaged with us, engage with them? I mean, you’re saying, acknowledge, acknowledge the breath of their generosity. Right. Exactly. Are you satisfied or dissatisfied with the way that a mission or organization has been responsive to you? How would you like to see that improved? Um If you’re feeling dissatisfied by the process, then I guarantee you every stakeholder in your organization, every stakeholder that’s giving to your organization is probably feeling the exact same way. Um So do unto others as you want to do unto you, I think was Peter’s line yesterday. Several years ago, there was someone on who I followed on then Twitter. So I’m gonna keep using Twitter. Uh She was, uh she was the Whiny donor. Uh She was a board member and I had her on the show. She didn’t want her name revealed. Uh but she was a board member of a couple of nonprofits in upstate New York, Buffalo area. Um So I had the Whiny Donor on several years ago and I used to follow her on Twitter and we would engage and she was, you know, she was, um often disappointed, not always. I mean, she would point out successes too, but, you know, you sent me, uh you sent me a thank you letter, but the donation amount is wrong. I mean, that’s a, that’s like a killer, you know, I mean, that’s so basic. That’s that, I mean, that is cr MS are capable of somebody put the wrong number in, you know, someone who was careless or, you know, they didn’t proofread the letter to compare it with the data in the, in the CRM and it’s time for a break. Imagine a fundraising partner that not only helps you raise more money but also supports you in retaining your donors. A partner that helps you raise funds both online and on location so you can grow your impact faster. That’s Donor box, a comprehensive suite of tools, services and resources that gives fundraisers. Just like you a custom solution to tackle your unique challenges, helping you achieve the growth and sustainability your organization needs, helping you help others visit donor box.org to learn more. It’s time for Tony’s take two. Thank you, Kate in the gym. I’m, I’m coming back to these gym stories. Uh Yeah, no spending a lot of time there. I’m, I’m noticing things. I see a big difference between the way women dress in the gym and men dress in the gym. I, I think it’s easier to describe men the way they dress. They don’t give a shit put on anything old. I mean, and I know for myself like I’ll go in a pair of uh I, I typically wear, I wear a bathing suit as a workout workout shorts. Uh because they’re nice and short, you know, like they’re running, I use them as running shorts and also workout shorts like, uh you know, orange, uh orange bathing suit shorts and a green shirt. It makes no difference to me and my socks. All my socks are white. I don’t, I don’t call to coordinate any socks or anything that’s men, don’t give a shit. Women the color co ordination. The time that goes into the, the, I can imagine the hours that go into the shopping, not just the dressing but the shopping to match like the, the ankle band on the socks matches a color on the shoes or the ankle band on the socks matches the shorts. I’ve seen both of those or the shorts and the top color coordinate. Not identical. Man, you, you don’t have to go identical, but they’re coordinating a color, not saying matchy. Matchy. I’m saying coordinate much more sophisticated than Matchy. Matchy color coordinate or the shoes and the shorts. That’s another one. I’ve seen a lot. I the, the time that goes into matching these colors, it’s, it’s amazing uh or coordinating these colors. So women have a much better game in uh in gym attire. Uh You gotta say much better and um I just saw something in the New York Times this afternoon, uh about sock length in millennials versus Gen Z. And we get some of both on, on a, uh I’d say most of the people probably more than half the people who come to this gym, this town community gym are over 55 sixtyish uh but some, you know, but some are, are younger. Uh Now I have not noticed this myself. This is one that I I got from the Times today. Your, your Gen Z will, will not show their ankles with socks. It’s gotta be above the ankle and maybe even up to like mid calf gen Z but millennials always show the ankle what heads, I don’t know if P socks is an outdated. I didn’t, they didn’t, I don’t think they mentioned pets in the, in the article. Maybe that’s an outdated term, but that’s how I know them head socks. So you’re supposed to be able to tell Gen Z for millennials by the height of their socks. I don’t know what that’s all worth. Uh Congratulations women for having so much more pride in your gym appearance. And now I hope, I hope the energy that goes into your workout is equivalent to the energy that went into your shopping and then wearing the coordinating colors. I mean, I hope you’re working out just as hard as your shopping, but women got it over men. That is Tony’s take two Kate. What do you think? It’s, it’s like that old. Um If you feel better, like you’ll be better kind of thing. I think when you look better, you’ll feel better and you’ll do better. Um Also shopping for active wear is like so much fun nowadays because they have so many colors and you don’t want to show up in like boing black leggings or like white tank top. Like I want to show up in coral, you know, color coordinating, head to toe. It’s more fun that way. Ok. Ok. That’s the, that there’s the sentiment behind what I’m, I’m, I’m observing. And then you said pets for the socks. That’s how I know low, so low socks that are, are below or right at the ankle. Those are pets. We call them no shows because you can’t see them above your shoe. Yeah, I, I, I gathered that meaning, I, I was able to figure that out why they might be called No show. Thank you. All right. So, I’m using an outdated, outdated, antiquated, uh, uh, anachronistic term for old. Simple, old. All right. Well, I like, uh, I like, uh, I like, uh, synonyms as well. Ok. No more pet socks. No shows. We’ve got just about a butt load. More time. Here’s the rest of use your tech to enable generosity. Uh, Natania. I’m gonna put you on the spot. Do you wanna, do you wanna tell AAA um, a fee? No, no, a feeding America story. This antiquated, uh, mindset that nonprofits have that donors, you can only communicate to donors about giving money. And if you have advocates or volunteers don’t, don’t ask them for any money, you better not, you know, don’t, uh, don’t intimidate them or vice versa, you know, don’t encourage your donors to do other things besides donate. Um, we don’t want to distract them. We want to keep them on this path on the, the donor journey and the ladder of engagement to get them to be major donors. But none of this other stuff is gonna matter in that Um And I think that’s, that’s broken thinking and we have started to see how we’ve turned that around at Feeding America is, we’ve started to message all our in full file about advocacy actions and legislation that’s at risk. Here’s the spectrum of possibilities of how you can engage with us. That’s how you’re going to really build those brand champions for yourself. Um And, and get them to be the voice of your organization too as Peter um alluded to um II, I presume you haven’t had a lot of pushback from these donors as you’ve broadened their, there’s been no, no risk to it. I give, why, why do you ask me to sign the petition? Why do you ask me to write the email to the representative? You know, I’m already donating. People don’t still think that way they see everything as something coming from feeding America and a message from us to them. And, you know, I think that lifting that up and, and starting from that point, you can create a more holistic message that is more meaningful and stronger and gets you the results that you wanted. This is right within your purview as strategic and integrated planning director, right? And that’s a pretty big portfolio, strategic and not just strategic, strategic and integrated big portfolio. What I have to ask you the uh the significance of the you’re wearing a hat that says bagels, are you a, are you a bagel? Um connoisseur because I live here. They live in OK. Now I’m from New York where we’re boiled bagels? Are they boil them? OK. That’s the boiling. That’s the boiling. That’s the pre boiling before the baking. Which is, that’s, you get the golden crust on your bagel. It’s not supposed to be a pound cake. The definition of relevance. I’m learning a lot. I find this to be very generous. Henry Higgins. Henry Higgins. Henry Higgins. Spoiled bagels. Tony. If I could be so cheeky. I’m going to ask you a question. Um, Zars or David Bagels. What’s your, what’s your bagel place in New York? Well, it used to be H and H God, they close, they close, they always warm bagels. It’s gotta be, if you were willing to wait like five minutes, it’s the next round of warm whole wheat bagels, which is my, my, my, my go to would be coming out. But so, but h and h isn’t there anymore. So I’d probably have to say Zars. There are, I’m hearing an echo from our production assistant. Soon to be demoted. I said that earlier though to be nice to Amy free. I think that’s a good idea. No, after the conference, after the conference, but before the bonus. Yeah, exactly. After the work is done before the bonus is paid. Um, ok. Uh, so, ok. No, probably Zars. Yeah, we’re in Portland. Natan is Portland. Not a food city. It’s a big food city. This is an appropriate digression plus, you know, the middle aged white guy has got the master board and I I’m dictating the agenda. So, no, but I do, I do, I wanna work food in because Portland is an enormously rich and rightfully proud, rightfully proud food city from the trucks to the restaurants, et cetera. So, uh ok, let’s go back to genero expanding the definition of generosity though. Um What else? What more can we Peter? You’ve, you’ve been uh well, the, the, the one who hasn’t spoken. Well, you did contribute the bagel to the bagel conversation. But aside from that, uh what else, what else came out? Well, maybe some questions if uh if you feel we’ve covered topics, maybe some questions that came out of the session yesterday that were provocative, informative, interesting things you all hadn’t thought of. No, the questions were dull. You know, honestly natanya mentioned a couple of the really good ones and it was, you know, hey, look, we’re really small. How do we, we’re just trying to find our um our butt with both hands. How do we, how do we do the things that big organizations are doing? And I usually don’t say it so kindly, but with both hand that’s acceptable here. Oh, we had somebody say, fuck yesterday talking to my 14 year old daughter. So, you know, I try, I try to keep her. This is, this is not a G rated show. I mean, it’s a PG show but yeah, I still think it’s appropriate. I get it, I get it. Um I might, um, I might let you talk a little bit about it, Natania. Um, but I, I thought like, you know, look, you just have to, you just have to do it. Um delivering value to people and delivering a valuable experience is really critically important. Um And that’s one of the ways that smaller organizations can dive in and really try to grow. Everybody started their email list or their, their, you know, Instagram or Facebook profile or tiktok. Uh What do they call it an account, I guess over there um with one follower, right? Them, plus their mom. So um it’s really one of those things that I think we get asked a lot is how do small organizations get in? And so, you know, you just have to do it and, and from my perspective, I think delivering value is the way to, to really um start to do it. Just just give people something that they want, whether it’s that experience, whether it’s those compelling stories, whether it’s, you know, imagery that reflects people who look like them and the people they care about. Um that becomes probably the first step on that ladder towards, you know, programmatic maturity and getting people to really um engage an audience and get them to support their cause. Um Natania, I trounce all over what you were saying yesterday. Can I just insert something? There’s, there’s a basic principle in promotion and marketing that the way to get more clients or in this case, donors or volunteers is to be great to the clients or donors or volunteers that you’ve already got. And Natania, that goes right to what you, you’re saying about expanding their engagement. Uh and not, not, you know, putting people in silos as strictly a donor, never talk to them about, you know, other, other opportunities. Uh You know, and I think it’s just treat people the way you’d like to be treated. You know, you don’t even have to go to Prenn of promotion and marketing. Just uh the golden rule. Yeah, totally. Yeah. And no, you did not trounce all over. I was gonna say, um I do think, um, you know, yeah, offering those opportunities and, um, you know, I think there’s, there’s this perception that, um, you know, if you can’t do things at the, at the Cadillac or the gold standard that then you shouldn’t do it at all. And I just don’t think that’s true and, you know, we might be at, or I might be at a large organization now. That doesn’t mean we have everything figured out either. You know, we, we all are in the same industry that is founded on some broken principles, you know, the nonprofit industry isn’t perfect just like any other business out there. Um, and we all have to deal with the same fundamental um cultural issues that we, that we are dealing with um as an industry and uh at the end of the day, if you can ask three people, five questions or five people, three questions. However, you want to go about it, which are, you know, something like what are the ways in which you want to be involved? Do you prefer to support in person virtually or behind the scenes in an operational capacity? Do you wanna get email from us? Do you wanna get paper mail? Do you wanna not get anything? Um You know, asking people how they want to be involved is the first step and that can get you more data than any kind of, you know, the only caveat there is you then have to honor their honor their request. I mean, if you can’t, if you don’t feel that you can segment that way, then don’t ask the question. But I do think you can ask people, you know, what are the ways in which you do want to be involved? That doesn’t mean you’re gonna promise them that, but it does mean that you want to get to know them better. And then this is for in the future for us to be able to understand what do we need to deliver to you in the future. And it’s all about how you deliver that message to them. And I think you can keep yourself honest and accountable. Without over promising too much. All right, I’m gonna defer it to Jamie as, uh, as our origin originator, uh, to, uh, to wrap us up with some warm motivation. Ok. Well, so there were actually two other things that came out. They weren’t questions. We had a lot of people that offered a lot of great ideas in the audience as well. So we actually did, yeah, we did an exercise where we turned to each other and talked about as donors. How would we want to, how do we like to be treated? Um What seems to be missing from our, our um generosity experience beyond donations. And there were two things that came up as one is uh a Human centered design approach and starting from places of generosity, different origins of generosity, right? Volunteerism or advocacy or influence or engagement of referrals, storytelling and then mapping a journey uh throughout your organization for how you believe that individual is going to want to engage with your organization and, and delve deeper into your mission. Um And then using CRM automation or Eecrm automation, um offline analog, whatever, whatever you need or have available to you to make that journey as realistic as possible. People that are showing generosity in a certain way together to uh to help design together. How are you going to further that form of generosity within the mission? So if you have a number of volunteers that are volunteering at a food bank, uh bringing them together into a roundtable or fireside chat to talk about what’s missing from the experience. What could we be doing better? What are you finding fulfilling about that experience is a great way to get people involved and people find that form of generosity and, and being invited into a community of common, like individuals and common behaviors to be very fulfilling and a way of saying thank you to those people because you’re acknowledging the fact that they are contributing in a certain way. And that’s why leadership circles exist and giving circles. I just want to insert that I had someone a guest yesterday, call that a town hall. Yeah. Yeah. Yeah. Whatever you want, whatever you want to call it, people feel warm invited to that. Absolutely. People want to share their ideas. I will say I’m very, I am excited about this book, Tony and I do not know the gentleman’s name and I apologize. So I hope you can find it for me. But the head of Ted just came out with a book called Infectious Generosity. And it’s all about how the greatest form of generosity is spreading ideas. And he gives some great examples, some great stories throughout. And I think that there are some really critical lessons for us in the nonprofit industry on how we are helping individuals uh and facilitating individuals, the spreading of ideas and resources to each other. Um because that’s really what connects us all together. That’s Jamie Mueller, Chief Growth Officer at Ptko papa Tango, Kilo Oscar, also Peter Genuardi, founder of see the Stars and Natania Le Claire, Director of Strategic and integrated Planning. What a portfolio at Feeding America. Thank you very much, Jamie Peter Natania. Thanks very much for sharing. Thank you, Tony. Thank you outstanding. Thank you and thank you for being with Tony Martignetti nonprofit Radio coverage of the 2024 nonprofit technology conference where we are sponsored by Heller consulting technology strategy and implementation for nonprofits next week using A I in your communications. If you missed any part of this weeks show, I beseech you find it at Tony martignetti.com were sponsored by Virtuous. Virtuous, gives you the nonprofit CRM fundraising volunteer and marketing tools. You need to create more responsive donor experiences and grow, giving virtuous.org and by donor box, outdated donation forms blocking your supporters, generosity. Donor box fast, flexible and friendly fundraising forms for your nonprofit donor. Box.org. Our creative producer is Claire Meyerhoff. I’m your associate producer, Kate Martinetti. The show social media is by Susan Chavez. Mark Silverman is our web guide and this music is by Scott Stein. Thank you for that affirmation. Scotty be with us next week for nonprofit radio. Big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for June 10, 2024: Future-Proof Your Nonprofit With Apps, Tools & Tactics

 

Jason Shim & Meico Marquette Whitlock: Future-Proof Your Nonprofit With Apps, Tools & Tactics

Jason Shim and Meico Marquette Whitlock return from the 2024 Nonprofit Technology Conference, with their annual collection of tech to help you manage your tech. From collaboration to inbox management, from transcription to hidden Zoom tools, this panel will help you find greater balance and efficiency. Jason is at the Canadian Centre for Nonprofit Digital Resilience and Meico is The Mindful Techie.

 

 

 

 

 

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Hello and welcome to Tony Martignetti Nonprofit Radio. Big nonprofit ideas for the other 95%. I am your aptly named host and the pod father of your favorite abdominal podcast. Oh, I’m glad you’re with us. I’d suffer with Jejune. Oily, JJ June. Well, uh JJ June, Jun Ol, did you know I, I did you know ill. Did you know? I welcome to Tony Martignetti Nonprofit Radio. Big nonprofit ideas for the other 95%. I’m your aptly named host and the pod father of your favorite abdominal podcast. Oh, I’m glad you’re with us. I’d suffer with Je Juno iliitis if I had to digest the idea that you missed this week’s show. But first we have a listener of the week, Sharry Smith or it could be Chary. It’s either Cherry or Sherry. I’m gonna say Sherry, but it could be Cherry Sharri Smith from Portland, Oregon. Sharri gave us a shout out on linkedin when she was listing her favorite podcasts for nonprofits, Shari Shari Shari Shari. Thank you. Thank you very much for doing that. Uh You had a couple of other podcasts listed. Um Yeah, they, they’re, they’re good, you know, II, I know them. Uh hm. Ok. They’re good. But nonprofit radio is on the list. That’s the one that’s the one you want. So Sharry Cherry, thank you very much listener of the week this week. Thank you so much, Sherry. Here’s our associate producer, Kate with what’s going on this week? Hey, Tony, congratulations, Sherry. This week we have future proof your nonprofit with apps, tools and tactics. Jason Shim and Miko Marquette Whitlock return from the 2024 nonprofit technology conference with their annual collection of tech to help you manage your tech from collaboration to inbox management, from transcription to Hidden Zoom tools. This panel will help you find greater balance and efficiency. Jason is at the Canadian Center for nonprofit Digital Resilience and Miko is the mindful techie on Tony’s take two chatty gym guy were sponsored by virtuous. Virtuous, gives you the nonprofit CRM fundraising volunteer and marketing tools. You need to create more responsive donor experiences and grow, giving, virtuous.org and by donor box, outdated donation forms blocking your supporters, generosity, donor box, fast, flexible and friendly fundraising forms for your nonprofit donor box.org. Here is Future Proof your nonprofit with apps tools and tactics. It’s a pleasure to welcome back, Jason Sim and Miko Marquette Whitlock to nonprofit radio. Jason is Chief Digital Officer at the Canadian Center for nonprofit digital resilience. How can we harness technology to make a difference in the world? That’s the question. Jason loves to explore with organizations. He’s on linkedin and the center is at CCNDR dot C A Miko Marquette Whitlock is the mindful techie. He’s a workplace well being strategist who helps mission driven professionals prioritize their well being so they can elevate their well doing. He’s also on linkedin and his practice is at Mindful techie.com, Jason and Miko. Welcome back to Nonprofit Radio. Thanks for having us for having us. This is a tradition. Uh We, we didn’t get to talk at the nonprofit technology conference proper, but uh we’re, we’re, we’re filling in now uh with your annual sort of review of apps techs and uh uh apps, apps uh tools and tactics. And it’s actually quite appropriate, I believe because we’re recording on uh May 1st. It’s May Day in much of the world, not celebrated so much in the US and Canada uh celebrating uh labor organizing and labor rights. However, in the US and Canada, nonprofit workers certainly uh have a right to the apps, tools and tactics that will make their work more balanced and productive. So I’m sure you agree, you both agree with that, right? We can come to terms on that. So, so why don’t we proceed? Uh Let’s go alphabetically by uh first name. So Jason, uh you go first, you get to introduce the first uh apps tools and, and tactic. Yeah. So thank you, Tony. Uh So before we jump into the, the tools, I think uh you know, 11 thing that we definitely, you know, keep in mind when talking about tools is, you know, the concept of tiny gains. And so, you know, having um the uh kind of perspective that, you know, uh one to the power of 365 is one, but 1.01 to the power of 365 is 37.7. And so, you know, that that notion of improving bit by bit, you know, 1% each day is kind of how we look at these tools that, you know, it’s not going to be, you know, uh you know, one tool isn’t necessarily going to solve all the things. But, you know, we’re going to be sharing uh various tools that can, you know, help kind of nudge things, you know, 1% at a time, you know, in that regard. So the incremental growth is uh is valuable, of course. Yeah, totally. So, so you know what the first tool that we want to highlight for folks is that it’s, it’s a tool that is actually built into uh Microsoft Word already. But uh um folks may not necessarily be aware of it in as much detail. Um And that’s that, that there’s actually a built in transcription tool, right in Microsoft Word. And so you can actually um uh when you find a little microphone icon on it that you can dictate directly into word, but you can also upload files uh into it. And so that, that’s a feature that’s not as well known uh that you can upload up to five hours per month per user inter software for automated transcription that is bundled in uh with your uh word online. And where is this microphone found? Maybe I’ve seen it 1000 times. I just haven’t noticed it. Where, where do we find the microphone? So typically it’ll be in the menu bar in the uh the, the top right hand corner uh of uh of Microsoft Word online. So if you’re accessing it in the browser, uh it should be in the top right hand uh uh section. OK. We had a session uh uh uh a panel at uh at NTC about tools that you already have that you may very well not be using. And they covered uh all of the office, office 365 has a lots of, lots of value in there that, that people don’t know about. And also Google, a lot of very uh free Google tools. Um Yeah, we, we, they focused on Microsoft 365 and, and Google. Um interesting, you know, they had like a dozen things that, that are, that you’re already paying for or getting for free and you’re just not, you, you just don’t know that they’re there, they’re hidden. So, OK. So consistent with that is the uh the transcription tool. OK. So up to five hours, you said up to five hours a month. Yes. And it’s, it’s super handy if you’re doing, you know, things like uh interviews or if you’re doing um uh uh yeah, the meeting notes, you know, those types of things, you know, some other tools already have, you know, the transcription part built in. But in the specific, you know, use case where, you know, you may be doing, uh say uh a program interview or something like that, that this is an additional functionality that’s uh that’s in there. So you’re uploading the audio file. Yes. All right. Interesting. I know, I know a guy who does a podcast. Uh II I believe he already has a transcription process in place. But uh I have to re evaluate because uh maybe this is, maybe this one is simpler. Uh And I don’t know if he’s paying for the uh that transcription process. I, I can’t recall what he’s, what he’s been doing for the past several years around transcription. But uh I’ll have him look into it. Miko. Welcome back, Miko. Good to see you. Good to see you. Thanks for having me. My pleasure. Congratulations. Also on your new book, uh which you and I will be talking about in a couple of weeks. We’ll, we’ll get you back on exclusively for uh how to thrive when work doesn’t love you back. Thank you. I appreciate it. Yes, I know you and I will be talking in a couple of weeks. Um What’s next? What’s next on our uh hit parade of uh apps, tools and tactics. Well, so if you want to stick on the theme of things that people aren’t using, I would add Zoom to this category. And if I could, I wanna walk through just a few things that I think are pretty interesting in terms of developments with, with Zoom. So similar to Microsoft Office and Google workspace. Um Zoom is one of those platforms or tools that many organizations are using. Many folks have at least a basic paid subscription at the organizational level. And um these are tools that are constantly evolving. And so sometimes because we’re using them all the time, we’re not aware that there are certain features that have been added. Um So I’ll, I’ll share, I’ll just go through these really quickly. So the first is for lots of organizations, you know, it’s important that when people are identifying themselves, important, people identify pronouns. And so one of the ways people have been doing that is they modify the name in the way that that shows up and they add their pronouns. Uh But now for folks that didn’t know Zoom actually has a dedicated pronoun field, so you don’t have to do that. So um if your administrator has enabled this in the web-based um login for Zoom, um You can set that by default for your, for your own profile. Um And you don’t have to update your name when you pop into zoom to do that. It’ll your, your pronouns will appear automatically. So I think that’s one cool feature um where, where that’s appropriate and where that uh makes sense for folks to, to look into that uh another option. And this is about accessibility. This is also about making sure that um we recognize that people learn and process differently. And so you and I are talking uh we’re able to see each other um Right now as we’re recording this interview. Uh But for some folks, maybe they process differently and they actually need to be able to see the, the captioning, they maybe need to see some form of a transcript to be able to follow along and process information. And so for that, there is automated captioning that is built into zoom. Now, it’s not 100% perfect, but it’s there. Um It’s uh essentially computer generated captioning. Um There are a lot of languages that are covered by default in your basic paid description and similar to the pronouns field, your administrator or whoever is managing your Zoom account for your organization and log into the web based portal and enable this feature if it’s not already uh enabled. And what this allows folks to do is if someone is in a meeting um and they need access to um to, to close captioning that particular individual can enable that um for themselves. And for folks who don’t need it, they can leave it turned off or if they’re turned on by default, people can turn it off, uh, completely up to you as the user in terms of what, what you need. Um, I’ll share one final, um, thing and then we’ll toss it back to you, Tony. So one final thing that I think is pretty cool. So, uh, you know, many of us have probably seen like the news, um, where they’re doing the weather report and you have this, this person standing in front of a screen and they’re pointing here and they’re pointing there generally, what’s happening is this person is standing in front of a, a green screen and their technical team is projecting the images. So it looks like this person is actually pointing to a map of where you know, fill in the blank wherever you are, right? Well, you can actually simulate that when you’re presenting. So many of us are used to traditional screen share where you share your slides or you share your screen and then a box if you appear in a different place in zoom, but you can also share your screen in such a way that you are overlaid on top of your slides so that you have that weather man or weather person effect as well. Um Now the caveat here is you have to be aware of how this is showing up your lighting. In some cases, you might actually need to have a green screen in order for this to be effective. And it’s gonna require you to format your slides or your presentation a bit differently because obviously you’re taking up now a slice of the screen in addition to the content that you have on the slides. But a really interesting way to create a different type of experience um for folks that, you know, you are meeting with um or doing a webinar with, I think you can have some fun with that. Uh Like at the beginning of a webinar, like you’re immersed in your slides, you know, I’m, I’m surrounded by my valuable content. Uh you know, you could have, but I don’t know, can you uh can you control where you are or how much of the frame you get in proportion to your slides behind you or whatever, whatever the content is, I guess let’s just use slides. Yeah. So you like, I’ll be in the lower left so that you would make format your slides so that the lower left is always blank and you can do it that way you choose where you would have to test this out and, and, and, and try it out. So there are some limited features that allow you to do this directly into zoom. Um The other which is thinking about physically positioning yourself in reference to the camera. So you think about where you’re going to physically be and try that out, test it out for yourself. The final thing I’ll say is there are third party tools that work with Zoom that do this better. But nonetheless, I just wanted to point out that Zoom does have this built in feature for folks that at a basic level that want to try it out and have some fun with it. OK? So that’s the uh so pronouns can be uh automated, automatically populated, you don’t have to go and change your screen name. Um There’s the automated captioning and then the what is this, this background feature called? It’s called, it’s called set powerpoint as virtual background. OK. It’s aptly named, said powerpoint as virtual background. All right. Um Are you guys familiar with or, or recommending any zoom alternatives? I mean, there’s, I know there’s teams, of course, uh although most people iii I don’t know, 95% of the meetings I’m in are on Zoom. Uh Are you, are either of you finding alternatives to zoom for any, for any reason or, or something that other folks are using? That’s valuable. So what, what comes to mind is uh well, this isn’t necessarily an alternative to zoom for the video conferencing itself. Uh There, there is a tool called the O BS uh that if folks are looking for advanced uh video streaming capabilities, uh that uh O BS actually sits as an additional layer to your video feed so that you can further customize some of the green screen effects or being able to move um yourself uh uh into a corner, you know, like uh like Miko described, but it uh it gives a ton of functionality as well and it kind of sits as in um sits in between your video feed and something like Zoom or Teams or Google Meet and allows you to, you know, do all sorts of things like you could um the directly do like a picture in picture, you know, type thing if you want to do like an advanced video broadcast. So O BS is used quite a bit by uh uh streamers and such. But that, that’s uh uh definitely a tool that uh if folks are looking to explore uh for some more advanced functionality, uh it’s called uh O BS and it’s uh uh available and free. Oh OK. Cool and live streaming, live streaming. Yes. Yeah. Not just for live streaming. It’s also like if we’re on a Zoom call, that isn’t necessarily be live stream that you can activate it and it will uh you know, it will help you control, you know, some of the outputs of your video feed that way. So yeah, O BS stands for open broadcaster software. So essentially go to build on what they are sharing. So going back to the example of the weather person, if you wanted to create a highly produced and polished uh you know, presence that doesn’t look like a typical, you know, zoom or uh teams meeting um screen or presentation, you could add lower thirds, you can change a ho there are just so, so many different cool things that you can do using what Jason was was saying. Um And to pick up on, you know, your original question around alternatives. So to my, in my awareness, um you know, the Zoom, there’s Google Meet and teams I think are probably the top three and there’s, there’s a good reason for that, you know, there’s, there’s broad compatibility across um platforms and devices. Um And there’s, you know, some built in trust there that organizations have in terms of those, those big three. that, that said, I think it’s also a good point to make in terms of thinking about when we think about the expansion of tools we don’t have to use necessarily the the latest and greatest. Everything doesn’t have to be high tech, right? Everything there, there’s a, there’s room for mid tech and low tech and when it comes to meetings and collaboration, sometimes we forget what happened when we didn’t have these tools, right? We picked up the phone, we, we met in person. Um we had conference lines where people called in and we, we couldn’t have seen each other. You know, when I first started working in the tech space, I work with colleagues and manage teams that of people that I actually never met in person. And, you know, we would have phone calls and conference conference line um conversations and meetings. And that was the the primary way that we communicated and collaborated. And we’re seeing that in terms of digital wellness, there’s actually a benefit to that, right? Because we’re spending too much time in front of our screens. There’s research that shows that it increases, you know, cortisol levels and increases stress levels. And over time, too many of those back to back video mediated types of collaboration actually reduce engagement, reduce productivity. Um And actually, in some cases can be counterproductive. So we wanna be able to find that balance and also recognize that, hey, depending on what your intention is, what your outcome that you’re trying to get to sometimes just having an old fashioned phone call or working asynchronously um can be just as effective or sometimes more effective to get to where it is that you’re trying to go. Thank you for that. That, that’s a valuable reminder. Uh Yeah, because you can feel like, you know, unlike an in person meeting with, with many people, several people, you know, you can feel like you’re being stared at uh or, you know, you’re not, but people are looking at their screen, they’re not necessarily looking at you, but it looks to you like everybody’s looking at you and uh I can see why that interesting that cortisol levels rise like by the after a few hours of this, I guess or. Absolutely. And, and what you just described is a very real phenomena. So part of it is um the self view, right? You seeing yourself on screen and being self conscious about that and you can turn this off in zoom. So this is another feature you can you can turn off self view. So if you click on the three dots on your particular image, there’s an option that should be allowing you to turn off your self view if that’s an issue. Um The other thing, others are still so others are still seeing you. So you’re not, you’re not stopping your video, but uh you’re stopping your own self view. OK? And uh one final consideration here is that there’s, there’s research from Stanford University that actually shows that um this particular phenomena that you just talked about is, is compounded for women. Uh because we have different expectations about how women are presentable and show up on screen. And oftentimes there’s this um un assessed costs that we, you know, we just take for granted that that in some cases, women have to do more work in order to be what we think, what we deem of as presentable, right? So if you’re requiring folks to be on camera all the time, that sometimes is one of the the side effects if you’re not aware of that. Excellent. Yeah, valuable reminders. Thank you. It’s time for a break. Virtuous is a software company committed to helping nonprofits grow generosity. Virtuous believes that generosity has the power to create profound change in the world and in the heart of the giver. It’s their mission to move the Needle on global generosity by helping nonprofits better connect with and inspire their givers. Responsive. Fundraising puts the donor at the center of fundraising and gross giving through personalized donor journeys that respond to the needs of each individual. Virtuous is the only responsive nonprofit CRM designed to help you build deeper relationships with every donor at scale. Virtuous gives you the nonprofit CRM, fundraising, volunteer marketing and automation tools. You need to create responsive experiences that build trust and grow impact, virtuous.org. Now back to future proof your nonprofit with apps tools and tactics. Jason, you have, you have something else for us. I know you do. That’s a rhetorical question. When I’m talking to me and Jason, we can go on for hours. It’s purely rhetorical question. Absolutely. So, uh the next step is, uh you know, along the lines of we talked about transcription earlier is uh some of the text to speech tools. So they’ve developed quite a bit in the last few years. And you know, the there’s a few that are out there that I’ll rhyme off, you know, Natural Reader 11 labs. And uh nr and so, uh in particular, um I’ve used Naet before and it’s super helpful when you need to record uh voice greetings. Um And if anyone’s ever experienced, you know, having to record a voice greeting and say like for a voicemail and you have to do like 20 some odd takes to do it that, you know, something like Naki can, can help streamline that. Now the, the special thing is that they have a lot of uh voice models that are available in different languages as well. So it really nails uh some of the uh the accents around the world as well. So, you know, uh given that I live in Canada that when recording, um some of the uh greetings for an organization that it uh uh it needs to be delivered in English and Canadian French. And they have specifically Canadian French models as well as many other language models uh uh for the, the text of speech so that we’re able to provide a script in both English and French and that it’ll read it off and, you know, you’re able to get it in one take rather than having to do, you know, 10 or 20 takes or trying to get multiple people to coordinate around the recording of that. So that’s an example of a tool that can help streamline uh in that regard. And, you know, there’s many other, you know, potential use cases that one was called is called N Yes, like parakeet with an N N and also natural reader and 11 laps. Sorry. What’s the last one? 11 labs? 11 labs. Yeah, and similar to the, uh you know, text speech and also uh editing you know, audio files and text uh is uh there’s a few different tools that, that do this, but the one that I, I’ll name specifically, um you know, with this functionality is a descript. Uh So descript is a tool that can help with things like uh let’s say if you have a transcript, um we have an audio file that you’ve uploaded to uh to descript is that they can do filler word removal. So, what it does is that it imports an audio file and then it produces a transcript for you and you can edit it like a word document and it’ll detect things like if you say, um ah and it’ll, uh it can automatically help you remove some of that. So, you know, let’s say if you added a few extra words and you’re speaking and you can edit the text that is uh in descript and it’ll automatically remove it from the audio file. Uh So, uh it without having to, you know, uh splice the audio file itself and looking at the waveforms that you can do it as uh edit the transcript and it’ll give you a clean audio file afterwards. That to me is, that’s incredible that you can edit it as text and then it, it goes and does the, applies those edits to the audio file? Yeah, it’s good. Uh I, I don’t know. To me that’s amazing. I don’t, I, you know, descript, it’s called D the letter D script. Yes, de D E. Yeah. And there’s additional functionality as well uh in, in the script called overdub. So let’s say if you are recording something and you left out a word that overdub can actually fill in the word for you. Uh If you, you trained a voice model to do it. So let’s say, you know, if I intended to say um you know, an extra word or a phrase or something that, you know, similarly you can enter in, you know, the word that you intended to say and it’ll uh fill it in for you so that it can uh it sounds seamless uh there. So, you know, for something like a podcast or, you know, whatever other um uh function that, you know, folks may be looking to accomplish there is that it really helps streamline some of the audio editing process rather than having to rerecord an entire section against placing and placing and everything that uh you can uh just, you know, type in the word and it’ll drop it in for you uh in uh your voice. So it learns from the rest of the file, how to pronounce the word or words that you’ve just inserted into the text file. You, you, you, you, you may have to do some training on it where you um Yeah. Uh but it, it does use E I voice cloning to uh to replace some of the uh the audio there. Damn. And, and I’ve used this, so I’ve used it for my podcast. My podcast producer uses this and um it’s, it’s, it’s saved us so much time. And as a matter of fact, Jason was one of the folks that we interviewed for the first season and we use this software to clean up our episode with, with Jason. Yeah, that’s incredible because I do some of that work uh in my own post production. But I’m, I’m using audacity. But like you said, Jason, I’m looking at the wave forms. Uh Anyway, it’s, it’s eminently doable. You just have to make sure you have the right spot and you play it a few times to make sure you have exactly what you want to take out. Uh but it’s not nearly as swift as text editing and, and, and you can’t add unless you go, you know, go record again and then the, the ambient noise is never gonna sound the same as it did on the day you recorded even sitting here at my same studio office, the, the ambient sound is different. Uh Wow, I, I’ll add one more thing in terms of how this works. And so you, Jason is right in terms of being able to edit the transcript. And so let’s just say, using that example, if I thought Jason gave a long, would it answer or maybe Jason said something? And he’s like, oh, well, actually, I don’t want to share that with my employer, can you take this out? Right. We can go in and edit the transcript that way. Uh, and then for the fillers, you can set it so that you don’t have to go in and manually remove the fillers. You can just tell it which fillers you want to remove and it does, it automatically, um, for you. And depending on which uh, subscription level you have, you can fill in, you can do not just fillers, but maybe there are specific keywords that are significant to you and your audience or to how you wanna edit that you want to remove. You can train the software to remove those specific things automatically. Oh, that’s very robust. That’s remarkable. I think uh descript. OK. Cool Miko. What’s next? All right. So I wanna talk about collaboration tools and training tools. So I do a lot of training for organizations, a lot of things I do virtually. And Google Jam Board is a digital um white board that I used. Um And I still use. But unfortunately, um Google is winding down that particular offering. They’re getting rid of it as of this fall. And so I, I wanna talk about a few alternatives for folks that either have been using Google Jam Board um and are looking for alternative white board tools or maybe you haven’t been using white boards and you just want to get, you know, you wanna come to the party, you wanna be a part of the all the fun. So I wanna give you three really quickly. Um The first is Fig Jam. So this is a white board tool by the company fig A uh F I MA is uh in the space think of think of Adobe. For example, uh a lot of designers use their UX tools and, and web developers use their UX tools to design products and design websites. But they have the separate product, Fig Jam, which is specifically for uh white boarding. And one of the ways that I use white boarding tools is if I have people doing exercise where maybe we brainstorming together, you know, we can the same way that you’re in the room in person and you get people stickies and people stick them on the wall or they sort them into different buckets, you can do the same thing, but you can do this essentially virtually. Um And so Fig Jam is one of those tools you have mirror uh which is another tool that’s in this bucket. And I know that the the Intend team actually uses this a lot. I know that when Jason and I served on the board at Intend, um that was a tool that we used a couple of times as part of our collaboration and you know, strategic planning process um to be able to do that virtually. And then the final tool going back to Zoom for a moment um is zoom has a white board feature. So for folks that weren’t aware of that and you’re, you’re not using it. Zoom has a whiteboard feature um and tied to the Zoom also has an annotation feature where you can annotate things on the screen. Um Both as the presenter, you can also have I I in my presentations, I sometimes have questions on the screen or like a scale and I’ll have uh participants use the annotation tool to indicate where they are on a scale. People can write on the screen or in this case, you know, if you want to use the Zoom whiteboard feature, you could do it that way as well. But those are three alternatives to Google Jam boards. Uh So fig jam mirror and Zoom White board and they all allow uh all the participants to contribute to the white board. Yes. And so they, they, they, they, they, they all allow that feature uh with the caveat that um they have the all three have the basic white board functionality, but they also serve, they have some distinct reasons why you might want to use one over the other. So just picking on mirror for an example um from my perspective, mirror has a very steep learning curve. And so as a trainer, I probably would not use mirror in a training where um folks haven’t been together before, they haven’t used a tool before. But if you’re using it over the long term and you’re able to train people on some basic things. So use your team over time. Then mirror is a, is a great tool for that. Um Fig Jam and Zoom white board are a bit more intuitive. And so depending on your audience, you wanna take those things into consideration if you’re using the Zoom whiteboard, which I’ve, I’ve never, I’ve never used. Um Are you just collaborating with your, your, your mouse? Is that how you, is that how you contribute to the whiteboard, your mouse, your stylus or if um I believe there are just like with Google Jam Board, you know, the, the way that Google Jam Board works is, you know, you, you can drag and drop text boxes and type in the boxes. Um And so that, that’s one option as well. Jason, I’m not sure if you have if you have familiarity with this or have other thoughts about the use. Yeah. Iii I believe uh yeah, you folks would drag their mouse and they can type in and uh it has a lot of parallel features to uh to jam board and, and, and neural although lighter for sure on that front. OK. Cool. Right. It’s your turn Jason. Yeah. So the, the next one that comes to mind is uh Minimus launcher. So it’s minimis. And what it is is that it’s an alternative launch screen for your phone. Now it’s uh launched initially in Android. And uh I believe the the iphone version is now out as well. And what it is is that it helps you get control over uh addictive apps. So if folks are finding that, you know, they are um in a loop or cycle of, you know, constantly checking their phone or things, you know, this is one of those apps that can help uh uh make a dent in trying to break that cycle a little bit. And so what it does is that it actually limits and changes uh your initial kind of phone screen uh and gives you a primary access to, you know, the apps that you need for, for work or basic functions. But if you do want to access uh something, you know, like social media um that it will prompt you and ask you, you know, are, are you sure that you would like to do this and you click, you know, yes. And then it will actually prompt you again, like, you know, you’re absolutely sure. And then, you know, you go to another screen and then they’ll say, OK, now give a rationale as to why, you know, you would like to, you know, check your, your social media. So it puts, you know, additional barriers up. Uh and then when you do move through it, it’ll allocate you 15 minutes uh to, you know, time box it so that you’re not necessarily stuck in that loop of, you know, looking down the screen and then you know, looking back up and like, oh my gosh, you know, an hour has passed. Uh so, uh really um uh a tool that can help regulate, you know, some of the uh the, the instincts that, you know, may be triggered around, you know, some of the uh those addictive algorithms that keep on feeding content that, that may keep us hooked to a phone and social media. This is like a uh a mother looking over your shoulder or you know, your own, your own conscience being, being uh awakened. Are you, are you absolutely sure. And then, and then you get a time limit even when you’re absolutely positively 100% sure. You, then there’s still a time limit. Absolutely. That Minimus Minimus launcher. Yes. OK. Cool. These are, these are really fascinating. Um I mean, so there are tools that can help us. We just, you know, we need to be conscious uh Miko, this is right in your right uh right. Aligned with your practice. We just need to be conscious about our uh or intentional and conscious about our desire to be, be uh be more productive, be less distracted. I mean, you know, you, you’re the mindful. Absolutely. I think the underlying thing here, both personally and professionally is uh being clear about what your overall intention is and what is the outcome that you’re driving for. So, being clear about those things is gonna number one help you determine which tools are the best tools for you to use right now. And as I mentioned before, sometimes the latest high tech tool isn’t the best tool. There’s the, there’s the, you know, the the mid tech and low tech also option exactly. Going to the phone. Exactly. So those are options as well. The other consideration is to consider that not only is it intention and clarity about outcome important for the reasons I just stated, but also because you have to remember that particularly for for profit entities, a lot of companies don’t necessarily always have your best interest in mind. What I mean by that is that they have to generate um time on screen. Um They have to sell ads and so their incentive is slightly different. Yes, maybe they want to provide a useful product, but they want you to use that product in a certain way or for a certain amount of time so that they can increase the share of the revenue or profit that they’re making. And so when you are aware of that, um it it becomes easier for you to identify the ways in which you might want to um recapture your time and recapture your attention using something like what um Jason just shared in terms of the Minimus stauncher. It’s time for a break. Donor box open up new cashless in person donation opportunities with donor box live kiosk. The smart way to accept cashless donations anywhere, anytime picture this a cash free on site giving solution that effortlessly collects donations from credit cards, debit cards and digital wallets. No team and member required. Plus your donation data is automatically synced with your donor box account. No manual data entry or errors make giving a bre and focus on what matters your cause. Try donor box live kiosk and revolutionize the way you collect donations. Visit donor box.org to learn more. It’s time for Tony’s take two. Thank you, Kate. In the gym. I like to go to the gym and do my work. I work out on the ellipse elliptical and then I go on the floor. I do a bunch of planks. I have to get some upper body work in. I’m not, I haven’t done that yet. I like to, I like to just get the work done, you know, take my time not rushing, but I like to get through the work. And it’s my uh kind of, you know, it’s my time. Theres a guy I know more about this guy’s life. I’ve learned over the past many months that his wife had a stent when they were on vacation in Florida. Uh And the surgeon said it’s a good thing, you’re not in the Caribbean because the medical care wouldn’t be as good. And you, you, she’d end up with an infection. She had to have a stent. She was have a suffering shortness of breath in Florida. It was, I know where it was, it was Miami. They were in Miami. It’s a good thing. They weren’t in the Caribbean. The surgeon says the guy’s boat, he’s having motor problems with his boat. Now, his boat is leaking oil and he’s got a, you know, this guy with the boat and the, and the, the, the, the wife needs a stent. The boat needs, uh, uh, a repair to the, to the oil line. Um, he went to an air show last week. Uh Cherry Point is a local uh the, well, not that low but it’s within a half an hour or something. It’s a Marine Corps Air station. He went to the Cherry Point Air show. I had over Memorial Day. The, the Blue Angels were there. I heard all about the show, like the guy was narrating the show but he, but he’s not even talking to me. He’s talking to somebody else. But, you know, it’s a community gym. It’s not that big. It’s certainly adequate, but it’s not huge. It’s not a 10,000 square foot gym. So, you know, you overhear people. So I, I hear him, you know, I like I got the narration to the Blue Angels Air show, you know, personalized uh to for us in the gym. So this chatty guy. But are you the chatty guy? Oh, don’t be the chatty person, the guy or gal don’t be the chatty person, you know, I don’t know. I’m not watching who he’s talking to. So, I don’t know if they’re suffering or they’re, they’re maybe just, um, you know, being polite, uh, you know, condescending a little bit but he gets his, he gets his oratory out. I mean, he’s, uh, sh, don’t be the chatty person in the gym to do your work just, you know, it’s nice to say hi. That’s different. But, you know, you don’t need to narrate the air show for everybody who didn’t get to go over Memorial Day weekend and the, and the motor with the, the oil line with the testing and you use a soapy water to, to spray it on the line to find the leak. And I know more about motor boat mechanics now than, uh, uh, than I’ve known in my entire life. I’ve learned in the past couple of weeks. I got, I got a short course in, in, uh, outboard motor maintenance and mechanics and, and troubleshooting chatty guy. Don’t be the chatty person in the gym. Just do your work. Just do your work. That’s Tony’s take two. It’s exhausting. It’s just recounting. It’s exhausting. Eight. You meet some of the funniest people in your gym first with the birthday guy and now with the motor guy. Yeah, Tim. Tim was sad with the birthday. This is a different guy. This is not Tim. Yeah, I don’t know the characters. Well, we’ve got Vuk but loves more time. Let’s return to Future Proof. Your nonprofit with apps. Tools and tactics with Jason Shin and Mikko Whitlock, Mio. I’m gonna ask you about one that, uh you have uh in your email signature. And we, we talked about this, uh I remember either last year or the year before, uh, but it, and I clicked on it as we’ve been, uh, you know, scheduling together, uh inbox when ready. So I’m, I’m, I’m imposing one on you. I know this is not on your list because we, we talked about it a couple of years ago or last year, but please reacquaint us with uh Inbox when ready. Ok. So Inbox prim ready is one of my all time favorite tools. And so I use Gmail. So for folks that are gmail users, this is a free plug in that you can um essentially install into Gmail and this only works on the, the desktop. So I wanna make, make sure people understand that if you’re dogging it from a computer or, or a web browser on a computer. But the idea is that um your inbox is if you’re able to hide your inbox after a certain amount of time or you are able to set it by default. So when you log in your main inbox is hidden, so that you aren’t sucked into the rabbit hole of sort of going down the hole responding to emails when your intention might be something completely different. As an example, maybe I was looking for the, the zoom link for today’s meeting and as opposed to logging in and seeing like, oh, I have, you know, 50 new emails. What if I don’t see any emails and I can just go to the search bar and, and type in Tony, uh you know, zoom link and I get directed directly to that email. I’m more likely to follow through on that and not be, be distracted. Um One of the other interesting things too is that we know from behavior change, being able to see metrics that actually show us, for example, in this case, how long we’ve been engaged in a certain behavior or how long we’ve actually been in our inbox for a day? Sometimes that awareness like, oh my God, I spent, you know, six hours like with my inbox open, that would be quite alarming, I imagine for a lot of people, right? And so those this particular tool allows you to see how much time you’re actually spending in your inbox in Gmail on a web browser. And that can sometimes be a tool that can be a catalyst um to help you shift um behavior if your desire is to actually spend less time um in your inbox. Now, the the the beautiful thing since this tool has come out, both Gmail and uh Microsoft outlook, which are the two, I think I would say most of those are the biggest sort of email providers in terms of the organizational space. Um they have introduced new tools including, you know, the ability to be able to snooze your inbox, you know, to be able to temporarily pause, you know, emails coming in for a certain period of time. And there’s a host of other ways in which you can um you know, manage your time in your inbox. Um that are something that you can use to supplement or to actually replace Inbox when ready. But I’ve been using Inbox when ready for so long. And it’s, it works for me that it is one of my, my go tos the idea of pausing your inbox. I mean, so it seems so simple and, but I never thought of it until you said it. I mean, the there’s just this simple functionality like maybe I just don’t wanna, you know. Uh Yeah, I, I just don’t need to see the incoming messages. Um There’s another simple thing that I, I think it was you guys who shared it with me years ago, which I did, which is just turn off the notifications. The little, well, I use apple mail. So for me, it’s a little, it’s a little red dot red circle that has a number of unread messages in it, just turn that off, just turn that feature off. Just let the email sit there in the in the dock for me. It’s a tool bar for others and you don’t have to be prompted uh that you’ve got 15 unread messages. It’s, it, it’s anxiety producing. Yes. And so one of the things that folks don’t re realize so, and I think um this happens in both the Android and the Apple device ecosystem where when you’re downloading a device or downloading an app, sometimes we’re still in a hurry that we don’t read the pop ups that let us know what’s happening. And so we just click. Yes. Agree. Yes, agree. Yes, agree. Because we want to get to the app. And what happens is generally what’s happening is what you’re saying. Yes to and agreeing to is in addition to sharing all your good data, you’re saying yes to um all the notification, right? Not a badge, the alerts, the badges and so on and so forth, right? And so the particular feature that you’re talking about are the badge notifications. Uh where for it could be for email, it could be for Facebook or Instagram. It shows you not only the app, but it shows you a little red dot on the apple device, for example, oh, you have, you know, 2000 unread Facebook messages or you have, you know, three new likes on, on Instagram and for many people, that’s a source of background stress every time you pick up your phone. And so I recommend for folks that unless there is a compelling reason, like uh like you’re some kind of first responder and you’re doing important work where you have to be, you have to know the minute someone is sending you one of those things because if you don’t, someone’s gonna die for most people. That’s not the case. Right. So, um, turn that off. Turn that shit off. Absolutely. And don’t be, you’re absolutely right. When you download a new app, they ask all those questions. Also. Location, share your location. Why do you have to share your location? Yeah. Right. Google Maps needs my location. That really, that’s about it. My bank does not need my location. I can deposit the check without it knowing what my uh well, you know what my IP address is or what or my, my my coordinates are. Um Yeah, don’t. Right. Mindful, mindful. You’re the mindful techie. That’s right. It’s, you’re aptly named as well. There’s a lot of aptly named things here. Um Yeah. Right. They, when you get the app, you’re anxious to get to the thing, take a breath and read. You know, you don’t, you don’t need all the notifications and alerts. OK. Let’s stick with you since I imposed one on you. Uh I took your, I, I took your uh your, your, your chance. So you had one teed up. Go ahead. All right. So I, I’m gonna share one I think is a favorite for both me and, and Jason so much so that I think we probably share this in virtually every presentation because it’s just such a phenomenal school. So it’s called Toby and it is a browser tab organization uh plug in. Uh That is, I think pretty much cross browser at this point. I know that you can get it in Chrome and Firefox and probably a couple of the other browsers. But the idea here is um you know, we routinely have meetings where, you know, you have to open a gazillion tabs that are relevant to that particular meeting. And for many people, you may be doing that manually. So you have a meeting with Tony and you’re like, OK, I gotta pull up the podcast together. I gotta pull up this, gotta pull up this. And so you’re, you’re, you’re trying to scurry around as the meeting is starting to open up all these different tabs. What uh Toby allows you to do is to essentially create collections of tabs and you just press one button. Um and you, you, it opens all those tabs automatically, right? And one of the interesting things with Toby in comparison to the built in bookmarks and, and mini browsers is that then you can share the collections with your team. So if, if you’re working on it, let’s say, you know, Tony, you have a, a humongous podcast staff and you have a central by set of tabs that you all have opened during your, your planning meetings. You could or someone else on your team could create a Toby collection, share that with everyone and then everyone has the same access to the same collection and it sort of standardized and people didn’t have the ability to create their own collections or customize uh on their own. And so it’s one of those things that it’s one of those going back to what Jason was saying about 1% better, you know, that ability to be able to save those few moments and to save that uh mental stress that we go through at the start of a meeting um adds up tremendously over time. This is another good, yeah, good point you made before to accumulated accumulated like background stress, even the the anxiety of seeing the badge with the 2000 Facebook uh messages unread or something, you know, just uh I didn’t get to, oh I’m so far behind and then, and then it becomes pointless to do it. But the number keeps increasing but you’re so far behind, you may as well let it go, but it’s causing more anxiety, more agita. All right. All right, Toby. So, so that falls under like uh um browser, browser tab management, browser management. OK. Toby Jason. Yeah. So the another tool that want to chat about is uh this may be something that is available for folks that they may not necessarily be using, but they just want to draw it to folks awareness. So, um for those that may already have an 03 65 subscription, you know, through their organization is that uh being copilot um has a commercial data protection uh uh flipped on. And so what that means is that, you know, when, when folks are using, you know, some A I tools that, you know, there, there may be a concern that it is the data is being used to train the model or that, you know, you don’t necessarily know that it’s going to end up, you know, being uh you know, pop up somewhere else, you know, down the road is that uh the, the commercial data protection feature, uh actually uh assures you that it won’t be used for the training of the model and it’ll be contained uh when, when you’re using it. And so, uh if you are using it, you just have to be logged in to your 03 65 account at bing.com/chat and then there’ll be a little green um shield on the top right hand corner that says protected. And so, you know, you’re, you’re able to use that and uh resting assured that, you know, the data that you’re, you’re putting in there isn’t being used to train a language model uh for the folks who are using um the generative A I function. So, uh so what it is is that, you know, it’s uh you know, the similar to things like, you know, GP T or uh you know, Google’s Gemini in that for this particular instance, uh that uh it’s uh the, the little green uh icon in the in the top. Right, assures you that, uh, uh, it, uh, stays contained to your organization. Ok. So it’s like firewalled off from, from, uh, the, the generative A I learning. Mhm. Yeah. And, and as a general tip for, for folks as well as for the other, uh, uh, you know, tools that they may be using around generative A I is, you know, to make sure that you’re checking the settings and the fine print uh that, you know, if you are using, you know, one of the free uh options as well, that there may be uh settings in there to uh turn off the um use the data for training data models uh uh for folks that may uh like to uh be a little bit more secure uh with uh their privacy and what they may be um putting out there. There’s also a concern uh when folks give one of these uh tools, their own data to learn, like, you know, I want you to write a letter to a donor in, in my tone and you, so you upload, you upload to the using in your prompts some of your own letters. And I want it in my tone with, you know, you, you need to be very aware of what you’re, what you’re providing for the learning act because I don’t know that it’s only, it’s keeping, it’s keeping your data only to this conversation, this, this uh this purpose that we’re we’re going back and forth about and whether it uses, it uses that your data that would otherwise be proprietary to you because it’s, it’s your letters, uh for some larger purpose. Absolutely. And that’s something to be aware of when, uh flipping on some of the features in some of these programs where, you know, they, you may be prompted you to flip on an A I feature or, or something, but, you know, in the fine print uh or even not so fine print, you know, it may say something along the line of like, you know, uh this will submit your data to a third party, uh you know, just giving you a heads up, but there’s a lot of additional subtext there where it’s like, OK, well, after it’s submitted to the third party, you know, what happens like is this going to be used to train, you know, the language model, you know, is, you know, this going to pop up, you know, somewhere potentially in the future or is, you know, or is it going to stay contained uh and not used to train the model? So, uh you know, those, those are questions that are worth asking, you know, as um you know, more and more A I features, you know, pop up along the way as well. What what third parties, third party is in the world, I think the broader point that I would make here too. And this is with social media. This is with um anything you post on a website. Um we technology has evolved to a point where essentially there’s a forever memory, right? Even if you take stuff down, it’s still there, still findable. It’s somewhere. Right? And so I always, particularly with younger folks, you know, say, don’t share anything, don’t text anything, don’t post anything on Facebook and Twitter and Instagram and Snapchat and tiktok that you would be embarrassed to see on the news, right? If you’re embarrassed to see it on the news, then don’t post it. Don’t, don’t share it very wise, sage, sage advice from the mindful techie. Uh Let’s do uh let’s do one, each 11 more each Miko. All right. So uh we know that the amount of information the V information has continued to increase and it’s virtually impossible for us from a human perspective to keep up with all of that. And so in this case, one of the ways that A I can be very powerful is by actually helping us to summarize, you know, voluminous um documents, videos and so on. And so one of the tools that we shared during our session is uh a plug in for chrome that’s called youtube summary with chat GP T and cloud. So chat GP T and Cloud are both um two different types of um A I tools. And one of the interesting things about this youtube summary with chat GP T and cloud tool is that it allows you to summarize youtube videos, web articles, and PDF documents. And so I don’t know about you, but I don’t have time to watch your two hour training on fill in the blank topic. Maybe I just want, you know, just give me the cliff notes, give me the, the, the bullet points and let me dive deeper on the points that are most relevant to my particular question or my particular curiosity at that moment, this particular tool you just plug in a URL and it gives you a summary um to help you to really focus your time and maybe you decide or determine that, hey baby, this video doesn’t have what I need or maybe it does. I want to look at the last third of this and actually dive a little bit deeper. Um but it can be a powerful tool to save you um lots of time um with particularly with lengthy videos or lengthy documents, say the name of the, the tools again. So this is a long one. So it’s called youtube Summary. It’s all one. Yeah, I’m just reading the title that they gave us. So youtube Summary with Chat GP T and Cloud. OK. Yes. Thank you, Jason. Yeah. The, the, the last one I’ll share is uh it’s more of a mental model and a tool and uh you know, to, to really think about things on a two by two grid. And so the the, the model is called the, it’s also known as the Eisenhower matrix. And so when thinking about, you know, the various tasks that one has to do, and, you know, we, we shared a whole bunch of tools that help, you know, automate and speed up things. But it’s also to look at the tasks themselves and really take a look at, you know, what’s, what’s urgent and what’s important. And so on the two by two grid on one access, um you know, you would have an important and not important and on the on the other access, you would have urgent and not urgent. And ideally, you know, you um you’re spending your time on the not urgent and important things because you know, that’s where you can make, you know, a lot of your long term impact and you know, the things that pop up that are urgent and important, you know, those uh is uh you know, important for you and your organization and when you make short term impact and when you think about, you know, things that are not urgent and not important, you kind of have to ask, you know, well, why are we doing them? And so we want to make sure that these tools aren’t automating things necessarily that, you know, if it’s not urgent and not important, you know, automating but not, not urgent and not important is, you know, spending more time and resources to do things that aren’t important and urgent then you know, those things just need to be eliminated. So those can be thinking of the like the the email inbox is a very good example of non urgent, not important. Most of it obviously there are exceptions but most of email is non urgent and non and non important. Mhm. Yeah. So things like starting to, you know, junk mail, you know, checking through, you know, a lot of, you know, social media, you know, they can be, you know, distractions and time wasters and, and then uh you know, and then the other quadrant being the urgent and not important uh part where, you know, that’s where a lot of the tools can help, you know, automate or help, you know, kind of you’re delegating it out to, you know, the, the tool to help accelerate, you know, some of that and, and so, you know, I think this is a really great conceptual framework to as folks are looking at, you know, their tasks and matching it up to the tools that they’re, they’re using as well. And I know that, you know, Miko speak to, speaks to this, you know, really knowledgeably in his trainings and um around uh how, you know, it can be used effectively and uh I’ll throw it over to Miko as well. Uh uh If there’s any additional things to add on this front. Yeah. So Jason, I, I think you’re spot on, I think that the key here. So in the context of the tech tools that we’re talking about, um we shouldn’t just be using the tools just for the sake of using them. Like you want to be clear about the purpose and at least in terms of the organizational context, and I think it’s critically important as you think about urgent versus important. Also thinking about, you know, what are the resources that we have? What’s the capacity that we have? You know, when I was communicating director, one of the the the the the common pieces of wisdom from some folks when social media was emerging is that oh, you gotta be on all the platforms. Well, that was impossible. We didn’t have the staff of the resources nor did it make sense because our audience wasn’t on all the platforms. So asking yourself the question, what resources do I have? What time and capacity do we have? And you know, what goal are we trying to achieve and what’s good enough for now versus what we can build toward for later or perhaps what we can eliminate all together because it’s simply not relevant, even though everyone else is doing it or the conventional wisdom says we should be doing this or be on this particular uh platform. Um And I think we can apply that to A I right now, right? So um I am of the mind that it’s not an all or nothing, right? Not every organization needs to be using every single type of A I tool out there. Um It’s simply inappropriate in some cases and some cases that actually can be counter productive. So you wanna be clear about what outcome you’re trying to get to. Um And how the tool can support you and help you. Not how the tool can sort of replace you being a critical thinker and that’s, that’s actively involved in the process. Yeah, loss of creativity is, is my biggest concern about artificial intelligence. Use that, that we’re, we, we could see some of the most creative things that we do. Uh And listeners have heard me talk about this with uh we had an A I A couple of A I panels. Um The one, the first one was with um Arua Bruce and George Weiner and Beth Cantor and Alison. Fine. And we kinda uh I aired my uh my concerns there in, in more detail just about giving away the most creative things that we do. And over time us becoming less creative, less creative thinkers, less thoughtful thinkers or less critical thinkers. Um All right. So why don’t we leave it there? And, and Jason, I’m just going to reiterate it’s the Eisenhower Matrix, which I’ve followed for years and I try to think that way, but I don’t, I don’t do it routinely but that, that’s uh that two by two that you were describing is uh the Eisenhower Matrix and you said it, I’m just reiterating it for folks. So that, because it is a, it’s a very, it’s a very sensible way of, of planning. And Miko to your point earlier, uh, you know, it’s, it, it, it’s been around for generations. Old tools can still be valuable. Absolutely. And I, I would offer to your audience, Tony if I’ve reworked this, um, for the mission driven context. And I’ve, and I’ve annotated it. Um, and I’ve, I’ve given sort of a road map of how you work through this in a practical way. So if folks are interested in that, they can email me or, you know, we can give you a link to put in the show notes or however, it makes sense. But folks want access to that annotated version. Ok. The annotated version of the Eisenhower Matrix. Ok. All right. That’s Miko Marquette Whitlock. He’s a mindful techie. You’ll find him on linkedin and his practice is at mindful techie.com. Jason Sim Chief Digital Officer at the Canadian Center for nonprofit digital resilience. He’s also on linkedin and the center is at CCNDR dot C A. Jason Miko. Thank you. Thanks very much. Real pleasure each year. Thank you for sharing. Thank you. Thanks for having us. Next week, we’ll take a hiatus from 24 NTC with Gen Z career challenge. If you missed any part of this weeks show, I beseech you find it at Tony martignetti.com. You’re gonna be interested in the Gen Z you, you’re Gen Z. That’s me, Gen Z career challenge. We’ll see if it holds true for you were sponsored by virtuous. Virtuous gives you the nonprofit CRM fundraising volunteer and marketing tools. You need to create more responsive donor experiences and grow, giving, virtuous.org and by donor box, outdated donation forms blocking your support, generosity. Donor box, fast, flexible and friendly fundraising forms for your nonprofit donor. Box.org. Our creative producer is Claire Meyerhoff. I’m your associate producer, Kate Martignetti. This show, social media is by Susan Chavez. Mark Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation. Scotty be with us next week for nonprofit radio. Big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for June 3, 2024: Your Four-Day Work Week & Intergenerational Communication

 

Vishal Reddy, Karim Bouris & Pattie Carlin: Your Four-Day Work Week

This 2024 Nonprofit Technology Conference panel introduces you to the national campaign for a 32-hour, 4-day work week. They’re the executive director of the campaign, a company that made the switch and a nonprofit that did, too. They’re Vishal Reddy from Work Four, Karim Bouris with Mixte Communications and Pattie Carlin at NTEN.

 

Dr. Lauren Hopkins & Dr. Carla Torrence: Intergenerational Communication

Our panel of two Ph.D.’s discusses common communication challenges in the workplace and shares its strategy for overcoming them. They are Lauren Hopkins from Prepared to Impact and Carla Torrence at i.D.R.E.A.M. for Racial Health Equity. This is also from 24NTC.

 

 

 

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Welcome to Tony Martignetti nonprofit radio. Big nonprofit ideas for the other 95%. I’m your aptly named host and the pod father of your favorite abdominal podcast. Oh, I’m glad you’re with us. I’d be stricken with trauma Tonia if I had to breathe while you told me that you missed this week’s show. Here’s our associate producer, Kate with what’s on the menu? Hey, Tony, we have your four day work week. This 2024 nonprofit technology conference panel introduces you to the national campaign for a 32 hour four day work week. They’re the executive director of the campaign, a company that made the switch and a nonprofit that did too. They’re vishal red from work for Karim Bori with Mixy Communications and Patty Carlin at 10. Then Intergenerational communication. Our panel of two phd S discusses common communication challenges in the workplace and shares its strategy for overcoming them. They are Lauren Hopkins from prepared to impact and Carla Torrance from Ire for racial health equity. This is also from 24 NTC on Tony’s take two summertime planning time were sponsored by virtuous. Virtuous, gives you the nonprofit CRM fundraising volunteer and marketing tools. You need to create more responsive donor experiences and grow, giving, virtuous.org and by donor box outdated donation forms, blocking supporters, generosity, donor box, fast, flexible and friendly fundraising forms for your nonprofit donor box.org. Here is your four day work week. Welcome back to Tony Martignetti nonprofit radio coverage of the 2024 nonprofit technology conference. You know that we’re coming to you from Portland Oregon at the Oregon Convention Center where we are sponsored by Heller consulting technology strategy and implementation for nonprofits. What you don’t know is that the conversation we’re about to have is about a four day work week. And with me to have that discussion are Vishal ready the executive director at work for the national campaign for the four day work week. Also Karim Bori, principal at MD Communications and Patty Carlin Finance and operations director for our host at uh N 10. Vishal. Karim Patty. Welcome to nonprofit radio. Thanks Tony Pure. Alright. Alright. I’m glad um you gave me like, like excited to be here, but you were smiling. I want, I want folks to know you were smiling when you said it. So I am very excited to be here. Yes, maxing out the volume and everything. All right, outstanding. Now. Thank you. The four day work week, Vishal, since you’re the executive director of the campaign, the national campaign for the four day work week, why don’t you kick us off? What, what are we? I think we know what we’re talking about. Why should we be talking about it? Why should the nation, the national campaign? Why should the nation go to a four day work week? Yeah. Well, first of all, I just want to say really excited to be here and, you know, when we talk about a four day work week, we want to be really crystal clear about what we’re talking about. We’re not just talking about a four day work week with 10 hour days. We’re talking about a four day, 32 hour work week with no loss in pay or benefits. And that’s very important to know. Thank you. And the reason we’re really excited about this is because, you know, there’s been a whole host of research and organizations, as we’ll hear from Patty and Cream that have shifted to a four day 32 hour model. And, you know, over the last few years, what we’ve seen is that this is a win, win, win. This is a rare triple dividend policy for workers, for companies and for society. And so what we’ve seen for organizations is that, you know, 91% plus of organizations that shift to a four day work week are piloted, stick with it because of increased productivity, improve retention, better work life balance for their employees for workers. 95% of employees that get to try a four day work week want it. And 80% of people in public in the public want it because, you know, better work life balance, you know, and more time to care for their loved ones. And then for society, this really is a policy that has potential to improve the environment, advance gender equity and give more time to people so they can participate civically. And so, you know, we’re really excited by what we’ve seen, you know, hundreds of companies already do across the US And we believe that this is a policy that can be scaled uh through, you know, public policy and through more and more workplaces implementing it. And we really believe that, you know, the evidence and the research is on our side to show that this is something that all workers in all workplaces in America should have. All right, Kareem, why don’t you just give us uh an overview of what it’s been like at uh mix the communications for uh for a 32 hour four day work week. Sure. Um So Tony, Tony would, it’s probably worth knowing is that our industry, the digital marketing and public relations space is often in the top five of high burnout industries, we’re dominated by the news cycle 24 7. We are addicted to the social media platforms, algorithms and we feel compelled to be on all the time. So high turnover um in industry where folks just don’t necessarily have this balance, we work in the social justice space. So as an employer it is super important for us that we practice what we preach. So we always look at our habits and our practices to make sure that what we say we fight for is what we do in our own company. So when the four day work week happened, it was the perfect or not happened. But when we realized that there were all these pilots with data around the world and especially in the UK and we started seeing data in the US that was showing what Vishal just mentioned. 90 plus percent. We just kept compiling and making the case internally for it. And there was no doubt that it was the right move. So we didn’t just move into it overnight. We took six months to plan it and it was a fundamental rethinking of everything we do and how we do it. Um I’ll probably point to three things that we did that helped us a lot. We tested and measured and surveyed our employees um every month for six months and we were measuring what’s working, what’s not working. The one thing we know that our employees all agreed on and we had 100% results from the get go was that nobody wanted to go back to five days a week. So as hard as it was to try to figure things out about how we communicate about how we run meetings about how long we do things and how we’re, we’re measuring productivity and efficiency. Nobody felt compelled to go back to five days in the grind mentality. The second thing we did is that we figured out that the model that worked for us was staggering. So half of our team is off on Fridays, half of the team is off on Monday. We use group emails for all our clients so that it doesn’t matter when they email everybody on that account. Team gets the message so that if you’re there on the Friday, somebody else on, if um on the team who’s out will know what’s going on on the Monday. But there’s never a loss of coverage for our clients. And then the third thing that is worth mentioning is that we actually didn’t tell our clients for a year and no client knew that’s, that’s a great test. All the black box test. You’re, you’re unaware. All right. And no, no, there were no complaints and no nobody really Patty Carlin at N 10. 00, I do have, I’m sorry, one more question. Um How long ago did you uh did you make the final transition? We did in January in January of 2023. And in 2023 we finished a year, a couple of months, we finished a year in 2023 hitting a record revenue first time in our 13 years. Um We intentionally decided that the year was about um rethinking all of our operations and systems. So the, the investment for us was prioritizing this transition. So we weren’t letting profits dictate what we were going to do. So we intentionally went through the year expecting single digit profits, which we hit still because that was the biggest investment for us. We are a fully digital and remote company. So virtual company. So our largest asset are people. So we needed to make sure that we prioritize them. So um it worked. Sorry about that, Patty. Not at all. Please tell us the N 10 4 day work week experience. Well, we started July 1st of 2023. So we’re not quite a year in, but I think that was there a transition the way Kareem was explaining or six months. No, it was a couple of months. We spent a couple of months talking about. Do we need all these meetings? Do we can we just not have a staff meeting if no one really has anything to say, we don’t have to show up and talk about nothing. Is it still a meeting if no one comes and is it a meeting that could have been an email? You know? Yeah, don’t, don’t have it. Uh Thinking about what’s really important to us as a finance and operations director. Maybe bookkeeping is not the best use of my time now. So I’ll hire one. Um What else we do? Um Monday through Thursday, we’re closed on Friday. There’s the whole team. You’re not staggering the way mixed up. And, um, the person in me that was raised to believe that someone should always be there. Wishes we staggered, but we didn’t. And I’m ok with it. Now, was it a conscious choice in the organization? Did you consider the staggering? I don’t think so. Not seriously. But when said they did it, I went. Oh, no. But, um, it’s been great. Uh, and basically I think that this very conference is a testament to what you can do on a 32 hour week. We did this. I did not know that we were talking about a 32 hour week. I’m glad you explained that right from the get go. Um Yeah, I just assumed that we were talking about a 40 hour week in four days. Um Patty, what happens on Fridays when work emails? Uh I know N 10 does have an office. I don’t know how many calls they get but you have an office here in Portland. No, you don’t get calls. We don’t have the office in Portland anymore. We are, you know that IP O box? You used to be on North Aldert, you on OK. No more. Just a po box. Just a po box where 16 people in eight states. What happens on Fridays when, if an urgent email comes from a member or no vendor? Basically, we also have shared customer service emails but on Friday, an out of office goes up and says, and tens closed on Fridays. We’ll see you Monday and all of our staff does that every Thursday when you log off your out of office goes up and it says antenna is, is a four day, 32 hour, 100% pay 100% benefits. See you Monday. So this is very hard for me as I pointed out in our session. I am gen X. I was, I’ve been a nonprofit for years and you are expected to be there first in the morning out last at night, never take a break, you know, don’t eat, don’t sleep. And this was a big deal for me. What was the impetus at N 10? It was just, you know, we’re, we’re always looking at social and racial justice. We’re always looking at what it’s like to bring your whole self to work. What is it, what we want to be the world that we want? You know, we’re gonna be what we want to see and, you know, at any time, we’re really into modeling those things for everyone. So it’s just like, you know what, this is the right thing to do and we’re gonna do it and it got done and it wasn’t that easy. I make it sound really easy. It wasn’t that easy. And I think there were some of us that were really nervous, but like I said, this, this conference happened because 16 people committed to each other and trust each other and did this on a 32 hour work week and it’s been less than a year. Alright. Alright. Um Michelle, what’s the, what’s typically the impetus for a company or a nonprofit? Doesn’t matter whatever a workplace to to embark on the at least at least the consideration of a of a four day, 32 hour work week. And what kind of factors are, are creating the the the discussion? Yeah, I think you know, one place to start at this is a lot of organizations look at their employees and you know, they’re looking around and you just realize a lot of people are burnt out, right? So I think there was a study that came out last month from our partner center for work time reduction. And they showed that organizations that are on a five day work week schedule, typical five day work week schedule, the burnout average burnout at those organizations is 42%. And meanwhile, now organizations that are on a shorter workweek model, the burnout is 9%. So I think, you know, 99, yeah, so 33% difference. And so I think what people are realizing is the way that we structure work is weird. You know, this is just sort of like this. Um the work that we have right now is, you know, it’s a relic from the 19 forties, right? And so, so much of the way we work, how we work when we work has changed in the last 80 years. And, you know, when we see an epidemic of burnout, an epidemic of stress or, you know, just the sort of instinctual feeling, you know, you go to meetings and you’re like, what the hell is the point of that? Right? And so I think people are recognizing that there’s a way to, you know, make our work more efficient, more effective and also meet people’s needs. And, you know, right now, I think one of the really powerful stuff that’s been happening is four day week global. They’re in organization in New Zealand and they’ve been doing these incredible workplace trials over the last few years. And so, you know, like from Cream and P’s perspective when their organization see these studies and trials and they see, oh, this is, this really is a win, win for both, you know, workers at the company and the company. It can be a really powerful impetus to, you know, explore and pilot the change themselves. Kareem, you said you planned for six months, I think before you actually flipped the switch, what kinds of things are you planning for? What were we working through in those six months? It’s a good question, Tony. Um Finally, jeez, it took, how many years have you been doing this the second day of the conference? It’s the end of the second day. Thank you. Thank you. Thank you so much. Um Let’s see, we wanted to make sure that it was not an edict from the two principles that this was something that our staff wanted. So we had a group of staff get together and be part of the planning committee at every level. So they thought through all of our operations. So how many meetings we have? How long do they have? Why do we have them? How many touch points internally do we have to share information? So we went through all of the exercise and the fun one that we mentioned this morning at our, at our session is for a whole month, we removed all meetings from the calendar. We canceled all our client meetings, we believe we did that, but we did, we kicked off, we kicked off the year and we had told our clients when we come back, we’re not going to have meetings in January. We’ll plan our work differently. We’re going to communicate with you, but we’re not having the meetings that we typically do and we usually meet with clients twice a month. So wipe the calendar, clean, internal externals, everything. And we basically had staff work on a rebuilding from the ground up. Why do we have this meeting? How often, how often do we need it? And that was part of the process. So the second thing was the measuring and the iterating. We did this monthly survey and we looked at the data, we shared it internally, we discussed it. Um But that was part of the kickoff part of the planning looked at our budget as well. So we went into the year, as I said earlier, anticipating that this was an investment in staff. So we didn’t get to a single digit profit just because we switched the four day work week. Part of the, the switch was making everybody a salaried employee. So we reorganized and we let three of our more junior staff go. So everybody now is a manage manager and above, we only have 18 employees. So it help, it helps to be at this scale, but everybody’s now an a salaried employee. So the reason that mattered is because if we’re going to move to a four day work week and we need to be efficient. We need our people to be trusted and autonomous. So we could not have folks who were waiting on someone else to tell them what to do. So part of that was changing the salary structure and changing the job descriptions to match that as well. So all that administrative work as patty knows, it takes a while of rewriting job descriptions of having conversations with the team of saying, ok, with this what we’re doing. We so for some of our team, we said, we think you could be a fit for this new role and some of our junior people, we, we let three of our people go and we transitioned through the year. So you don’t make those decisions lightly. And it’s why it took us six months to go through it, Patty. So your transition was, was quicker, quicker. Um Your head was exploding when Karim said that uh they canceled every single meeting for a month. Um I don’t know. But you, but you mentioned there was I, I want, you wanted. So that’s sort of leading into something that you said uh earlier. It wasn’t that easy. No, it wasn’t that easy. Talk about some of the challenges maybe and, and how you overcame them as an organization. We had a lot of meetings, we had meeting on top of meeting on top of meeting. And it, it seriously was about, do we need this? Can we make meetings optional? You know, if you don’t have something to say, don’t and you have something to do. You had meetings about meetings. I said that in our session, I said we had a meeting about meetings and then we formed a subcomittee of people that wanted to talk about meetings and then they came back to the group so we could all talk about meetings again and then meetings were done and you scaled back a lot of meetings and we do have um every other week on a Monday, there’s like a placeholder. And if you go in and say I wanna talk about this for 15 minutes, everybody will show up if nobody needs, has anything to talk about, we’re not just gonna get on their so anybody can call the meeting. But, but it’s, it’s just a placeholder. If no one calls a meeting, there’s no meeting that week and we do and, you know, some of that is complicated at N 10, we have live captioning for every meeting, even staff meetings. So, you know, somebody has to remember to call off the caption and all this and that. But it’s really just to be able to say I have work to do and have everyone trust you that you’re not just going off to hike in the woods. It’s, we talked about that a lot in our session about how we trust each other. We have a commitment to each other to support each other and do what we’re meant to do. It’s time for a break. Virtuous is a software company committed to helping nonprofits grow generosity. Virtuous believes that generosity has the power to create profound change in the world and in the heart of the giver. It’s their mission to move the needle on global generosity by helping nonprofits better connect with and inspire their givers responsive fundraising puts the donor at the center of fundraising and grows giving through personalized donor journeys that responds to the needs of each individual. Virtuous is the only responsive nonprofit CRM designed to help you build deeper relationships with every donor at scale. Virtuous, gives you the nonprofit CRM, fundraising, volunteer marketing and automation tools. You need to create responsive experiences that build trust and grow impact, virtuous.org. Now, back to your four day work week with Vishal Reddy Karim Bori and Paddy Carlin K you. I would love to jump in because the meetings are one element of how we work. I’d love you to jump in because your voice is so base. You have a voice for some people. Tell me I have a face for radio. OK? I’ve heard that about 1500 times. You have a great voice for radio. Thank you. So I’d love for you to chime in. I promise I won’t do the only other time I did a voiceover, I started doing voices and the folks in the studio did not like that, we could probably skip that. I would love to jump on to something. Patty just said meetings are one element that suck our time there. We looked at the other things that our employees do that are also indicative of waste. And um and just just this rabbit holes, two tools we use internally are our Asana, which is how we communicate on threads, on different channels, on different topics for clients, operations, marketing. So we have all these threads. It’s basically a chat, right? So if we’re a virtual company, this is where we go for the communication in between meetings and then there’s Asana, which is the project management tool we use. So those are two places where we do a lot of exchange of information. One is organized on projects and we have to say, ok, I’m working on this part. We’re all doing this. Here’s my piece, here’s my update and those are basically nonstop updates. So we have an average of 25 to 30 clients on any given month and we are 16 to 18 people. We’re 18 now, that’s a lot to balance. So it’s not just how many meetings you’re in, in a day, but it’s how much of your time gets sucked. Every time you that chat function dings with a notification, how often you’re on, you’re checking your email, but you also have that slack open and you have a sauna and you’re watching the projects change and you go watching notifications on one and two and three things that’s overwhelming. And we work in the digital marketing space. So we know how these algorithms create um this toxic dependency and mental health breakdowns. So we’re super aware of it. So one of the other things we did is that we told nobody on our team can have their sauna and their slack notifications active. You cannot get a ding or you shouldn’t be able to see when it’s coming. You should be able to shut that stuff off and focus. So it takes a lot of habits to undo. And the one thing we talked about this morning that one of our former employees said was he called it The Great Unlearning. And I think that’s a beautiful umbrella for what it means to transition as a company and as an employee love that the great unlearning Michelle, why don’t you add some larger context to what uh what Patty and Kareem are sharing? I mean, I think their journeys are so indicative of what’s happening nationally, right? So in the last four years, hundreds of companies have shifted to a four day work week in 10 states have introduced bills that help shift, you know, mandate companies shift to a four day, 32 hour work week or, you know, create incentives for companies to shift to a four day work week. Last fall, the United Auto Workers Union led by Sean Fein proposed a four day 32 hour work week in their contract demands. With the big three automakers. Just this morning, my colleagues were tested in front of the Senate. Uh the Senate Health Committee had a hearing about the four day 32 hour work week. So, you know, this is a movement and you know, and a cause that is bubbling and we’re seeing, you know, really courageous workplaces that are, you know, led by courageous people like Kareem and Patty, you know, lead this effort and you know, take it to a place where, you know, it’s going to move in a direction where every worker in every workplace has this. And you know, we really see this as the future of work and not out of our goal isn’t to just make this a thing that is a nice to have, but a must have for an organization. And so I think one of the really amazing parts about this work that we’ve seen on our end is just that, you know, when organizations take the dive head first and they jump in and do the four day work week, when they are on the other side of it and they have a four day work week and everything is humming along nicely, they become really powerful advocates for it, right. So to us, that’s really proof that this is something that works and can work in even more places. And you know, one of the ways that we’re the most helpful too is often connecting similarly situated workplaces to each other, right? So we’ll often have organizations reach out to us and say, hey, we’re really interested in a four day work week. But, you know, just as we know, the five day work week is not a one size fits all model, the same is true of a four day, 32 hour work week. And so what we often do is connect similarly situated workplaces to each other. So that, you know, somebody who’s in a similar field is another field can sort of connect with that organization directly. And what we’re is the organizations that have already shifted are just always so excited to share their insights and best practices from what they’ve learned. And so, um this is something, you know, that’s organically grown so fast in just a few years. And if six years ago you were talking about a four day, 32 hour work week, people would have just laughed at you. And now people are like, they’re like, wait, that sounds amazing. And I know organizations that can do it. And even today during our session, we, um, I think cream asked people, you know, do you know any organizations that are on a 32 hour work week? And I want to say a third of the room maybe raise their hand, which is just a really powerful testament to what organizations can do when they think about their workplace. In a non zero sum way. You talked about gender equity earlier, you, you mentioned gender equity, say more about that, please, Michelle. Yeah. So, you know, a really important part of our work is really couching the advocacy for the four day work week. And our goal to build an economy that gives people time to care for their loved ones and care for their families. And we know that, you know, traditionally and disproportionately, you know, women hold the double burden. They often work full time jobs and then have to do unpaid domestic labor at home too. And so what we’ve seen is that, you know, one way we think about the four day work week is that it gives people more time to care for their loved ones. And one of the really amazing things is that in the trials that we’ve seen, there’s actually been, it’s not just about, you know, giving the people that are already doing the unpaid domestic labor more time to do more unpaid domestic labor. But actually, what we’ve seen is that, you know, amongst heterosexual couples, there’s actually a, a balancing too. So in those couples, men take on more of the domestic labor. And so, you know, part of what we’re seeing is, you know, this is we don’t give people enough time to care for their loved ones, to care for their families to do the necessary care, giving work. And what’s really amazing is just that it’s not just about giving people more time to do that, but also rebalancing it. So that work is better distributed amongst more folks. I’d like to spend more time. We have uh we have more time set aside. Uh Let’s uh I I’m going to your session description um how to ensure productivity and business outcomes are still achieved. I mean, we’ve touched on some of that accountability metrics measuring Kareem. You’ve been, I mean, are you still measuring productivity or it’s not necessary anymore anymore? We’re done, we’re done. All right. So that we put a lot of metrics and we say we’re not measuring that anymore, but that’s a lifetime journey. Very rare. Although we are, we are, we’re not measuring the four day work week anymore. What we are continually measuring is how are we using those tools that suck our time? So this slack tool, we are regularly going back to it and we just finished a three month pilot of how do we limit it? So we are constantly saying, are we seeing the small signals that tell us that our staff are reverting back to those bad habits and old habits? So let’s put a pilot together where we iterate test again, do before and after te uh measurements, surveys of our employees and then see if it’s worth continuing. I also, I, I think in, in, in ensuring productivity and business outcomes are still achieved. Um I, I’d like to talk more about the trust. I mean, the trust between employees, between the team members. Um You know, I, I think some of that I from the pandemic, you know, eroded. We, we, we hired a lot of people that didn’t get on boarded the way folks before 2020 got on boarded and they didn’t have the, they didn’t have the benefit of that. Now you have to. So a team has to be very, very conscious about bringing those folks in. Um and, and engaging, but let, let’s, I don’t know, I don’t know what more to say about Trump, but you all are experiencing it. So Patty say, can you, can you say more about the, the, the trust factor? Where is that from a movie or something? The trust factor I don’t know. I don’t know. As long as it’s not a slasher film. No, we don’t want to go in that direction. But, yeah, employee trust. Yeah, I, I think that feeling like you have to be able to see each other to trust each other is something that we’ve actually kind of gotten through partially because intens been distributed for 24 years. We did have an office in Portland, but only eight people live in Oregon. So we’ve been distributed all that time. So there was already a little bit of you don’t have to be in someone’s face to understand that they’re there and have that um feeling like you can trust them. We hired, mm I think the last three or four people that we hired were complete virtual hires. None of us had ever seen them other than on a little screen from stranger to colleague without ever an in person meeting and I completely trust them. We did have to get very intentional about on boarding. Um making sure that everybody knows how to use those tools because it’s crucial. And the other thing that has been a goal of mine for the last almost two years and it started with the pandemic was making our asynchronous work work better. And a couple of people have come up to me since our session and said that might be the next session for next year is let’s talk about asynchronous word because we have people in every time zone and how do we make that work? So on boarding is important, trust is important and just committing to each other to do our thing. Part of that onboarding has to be the A AAA lot of discussions or maybe even before, maybe even be in the hiring process, the culture, the culture of intent, the culture of mixing what, you know, what we stand for. You know, we’re, we’re not, I’m, I’m getting a little misty here. I don’t know, this is so lofty, but we don’t only hire for uh for skills, but we hire for value and, and trust, um values, values and trust. Um I don’t know. Do you want to add something Kareem on trust and on boarding, I saw you shaking your head. I do and I want to jump on the soap box and I’m going to be singing the gospel of leadership and the role and importance of leaders because I happen to be in this capacity. And that’s, I think where it starts. If we want loyalty. If we want folks who are going to stick around, it’s on us to set the tone for what trust is, it’s not going to be given to us just because we hired someone and you can be really talented and this is probably the message for any other business owner, CEO or nonprofit executive director. You can be really knowledgeable in a certain field that doesn’t make you a good business operator and that’s on us. Culture starts with us to have the humility and the flexibility to hear ideas that we don’t know. So I don’t assume that people just because we give them a paycheck and hired them owe us anything. We have to set the tone for what transparency, accountability, honesty, trust looks like. So I get really irritated very fast when folks start saying, well, our employees, I’m like stop, We create the conditions that employees walk into and we get to choose the environment that we create for people and we get to choose if we want them to come to work from a place of love or a place of fear, period. And that’s something I will hang my hat on and I will go to a fight with any executive director or CEO out there who disagrees with me, please. I am super easy to find. Ok. Did, did you uh avail yourself of the, the advice and council of uh work for as you were as you were embarking on your planning, your planning? No, no. Where were you all my life, Michelle, I introduced them. I’ll take the credit for that. 10. Avail itself of work for while you were preparing Tristan and Amy and I met with V Tristan Penn Equity and Diversity director at 10. I have it was just a guest. I think I think I it’s equity and Amy s everybody here knows her. So as we were making the transition. We had a call with Michelle and it was just such a good, you know, you’ve heard the things that he has to say and he asked us how we were doing and how we did it. And so when, um, you and Jamie reached out to say, let’s do this, I’m like, I got the guy, I got the guy and, and so it was kind of like we talked to you because we were doing it and then it just all came together. I’m really, really honored to be sitting here with these wonderful people. And if I could just chime in quick time, just that, you know, I think one of the amazing things that, you know, I connected with both Cream and Patty after they had begun to transition. But one of the reason, the reasons that we had, I reached out in the beginning was just because the way they were talking about the four day work week, you know, hated all the things that they’re saying today. And so it was just really one of the things that we want to continue building is just, you know, building a network of organizations that are interested in this and it’s so exciting to be here with them because they’ve already taken such leadership within their organizations and want to take such leadership with this cause that um it made so much sense to connect and collaborate and um and you know, it is very helpful for organizations to have outside support as they’re going through this change. It’s not a prerequisite, you know, these organizations. And so it’s really amazing to sort of see, to show that organizations can do this with no outside support, but we’re also happy to be that helping hand if needed. Alright, so why don’t you uh let folks know how they could reach uh work for if they wanna, or, or reach the website, if they wanna explore some resources about, you know, they’re thinking about maybe possibly considering sometime in the future, a four day work week where, where do they go? Well, so our organization is called Work For and our website is also work for. So that’s work and then for the number. So four.org and so if you’re at work for.org, you’ll see a page that says for employers, if you’re an employer for workers, if you’re a worker and if you fill out a quick form, then it’ll set up a conversation with us and we can sort of talk through what makes the most sense for your organization, but really encourage folks to reach out and we’re always happy to chat with people that are really interested in bringing this to their organization or to do any other advocacy work as well. Kareem, if I’m working at mix to do, I get my choice, whether I want Mondays or Fridays off, you can ask and then we look at which account you’re going to be on and we want to make sure half and half is well distributed between both. So my preference is considered at least it’s consideration. Well, Patty Carlin, I want to thank you very much. Thank you. Thank you very much. And uh Michelle Michelle, thanks very much for sharing, interesting conversation. Fun, valuable, a little touching too, Tony. There’s only one day that everyone in N 10 has to have off and that is the first business day after the NCC. That is the only day everyone is off. You must take off its mandate. So if we see you online, you are in trouble. Everybody’s off on Monday the 18th of March this year. Don’t call in 10. Ok. And Friday, Friday. Well, tomorrow is Friday tomorrow next Friday, 1920 21 the 22nd. So it, so it’s a three day week for everyone at N 10 next week and well deserved. I don’t know what day it is. I just want to make sure you’re not swapping the Monday for the Friday. It’s a complete capitulation and everything we just talked about, right? Antithetical to everything we just talked about. All right. Uh Vishal Kareem Patty. Thank you very much. Thank you. Thank you. Thank you so much. And thank you for being with our 2024 nonprofit radio coverage of the 2024 nonprofit technology conference where we are sponsored by Heller Consulting technology strategy and implementation for nonprofits. Thanks for being with us. It’s time for a break. Donor box open up new cashless in person donation opportunities with donor box live kiosk. The smart way to accept cashless donations. Anywhere anytime picture this a cash free on site giving solution that effortlessly collects donations from credit cards, debit cards and digital wallets. No team a member required. Plus your donation data is automatically synced with your donor box account. No manual data entry or errors, make giving a breeze and focus on what matters your cause. Try donor box live kiosk and revolutionize the way you collect donations. Visit donor box.org to learn more. It’s time for Tony’s take two. Thank you, Kate. Summertime can be a good time for planning. Uh I’m thinking specifically about planned giving, planning for a fall launch um or even planning in June and July for August launch because August is national make a will month. So that would be a good time to kick off planned giving fundraising or do a campaign if you’re already doing planned giving. But the summer months, you know, June, July uh and or August could be good, very good for planning uh for either that August or September launch. Um It’s not limited to planned giving, of course, you know, summertime, slower. Uh Now I know it’s harder to get people together because there’s more vacation. But you know, that’s, that’s overcomeable. We don’t, we certainly don’t wanna deny people vacation time and everybody calls it PTO now. Wait, I’m on PTO. You get the email messages. I’m on PTO. I’m away on PTOW. When, when did vacation become PTOPTO? Sounds, uh, I don’t know. It sounds like something military vacations, you know, vacation sounds like fun. PTO doesn’t sound like fun. Uh, I don’t know. It sounds like something is mandated. Uh, just, I’m on vacation so we don’t want to deny people their vacation so that you can do your summer planning naturally. Uh And that would contradict what I said a couple of weeks ago about taking time for yourself because you need to take care of yourself before you can take care of others. So summertime can do both though. It can be your planning time and it can also be the time that you take for, for rejuvenating for relaxing yourself so that when you come back, you can take care of others, right? Summer can serve two purposes. So thinking about planning this week using summer for planning for that uh maybe August campaign or, or something in the fall. And that is Tony’s take two Kate. I am so ready for the summer and I have all my vacation plans planned out and I’m, I’m so ready to hit the beach. It doesn’t sound like you’re gonna be doing a lot of planning for the fall. Sounds like you’re in the balance. Like if there was a balance, you’re weighted heavily toward the time off rejuvenation, relaxation side. Oh, yeah, I know. I mean, I’ll go pumpkin picking in the autumn, but that’s about it. Ok. That, that’s a pretty audacious plan you have. Uh, ok. Very, very. All right. Congratulations on that. We’ve got VCU but loads more time here is intergenerational communication. Welcome back to Tony Martignetti nonprofit radio coverage of the 2024 nonprofit technology conference in Portland, Oregon where we are thoughtfully sponsored by Heller consulting technology strategy and implementation for nonprofits with me. Now are Doctor Lauren Hopkins and Doctor Carla Torrance. Doctor Hopkins is social impact consultant at prepared to impact. And Doctor Torrance is consultant at Ire for racial health equity. Doctor Hopkins. Doctor Torrence, welcome. Thank you. May I call you Lauren and Carla? Would that be ok? Doctor Laura Carlin Car Lauren Lauren? Ok. I’ll do doctor Doctor Carla. No. Ok. Absolutely. Your names, your titles you earned them. Let’s talk about, let’s talk about your topic. Your session is strengthening organizational culture through intergenerational communication. Uh This struck me because uh I’m a baby boomer and I do a lot of work not in, I mean, I have my own company but uh I do a lot of work with folks who are younger and um and even, you know, I do planned Giving, which puts me with folks who are in there, seventies, eighties and nineties. So there’s that uh there’s that dynamic also for me. So uh so I guess maybe for selfish reasons. Uh, I was very interested in this topic but I think a lot of, I think a lot of folks are struggling at across all the generations working with folks who don’t consider work the way they consider work or don’t think about, uh, I don’t know, don’t organize their lives differently that they just, they conceive of work differently. The purpose of work, the reasons for work, they conceive of family differently. Are these some of the reasons that this session is uh critical Doctor Carlo for sure. And what it is, it’s our work, it is our community. It’s everything it has for the first time in history. Five generations are in the workplace. Traditionalists, baby boomers. Gen X millennials and Gen Zs, which they’re now calling zoomers traditionalists. Is that the silent generation also known A K A the silent generation traditionalists. Um Dr Lauren, do you want to sort of frame this up for us before we get into some of the details? Yeah, I’ll tell you how we got started. So last year at N 10, at the NTC conference actually presented a session. It was a workshop on teaching technology skills within an intergenerational workplace. And so it was a nice size crowd and Dr Carla was in there and really enjoyed the session and came up to me afterwards and we connected and here we are. And so we’ve done a couple of projects together and of course, when in 1024 came up. We wanted to create a part two for this year. And so we were really excited and we actually presented this morning. You’ve already done? All right. All right, good. So we can maybe talk about some of the questions that arose, questions or comments. OK. OK. Um So one of the I’m just taking from your session description in the, in the agenda, uh common communications challenges in the workplace. Of course, we’re talking about intergenerational. Um You know, why don’t we start with? Stick with you, Doctor Lauren. What, what, what are some of the common challenges? Yeah. And so one of the um it’s very interesting that with the various generations, how we just prefer um modes of communication best and so with traditionalist and the baby boomers, they prefer more face to face communication. Um Yeah, more face to face, more written memos and things like that. And so if they are able to get in front of someone um that is better or if they’re able to talk to someone on the phone, that’s what they prefer also for um Gen X. No, Gen Xers. Yes. For Gen Xers, they really prefer um phone or verbal communication also and they’re also very quick learners. And so with Gen Xers, if they’re able to integrate some type of technology in it, think about like slack or texting or what not, they’re very fast learners. Um I’m actually a millennial and so I, I did not even say that but um we are two different generations. So I’m a millennial and Doctor Carla is a baby boomer. And so which makes our um our relationship very unique. So will you expand in 25 NTC? Bring in, bring in a traditionalist or someone on the other end? Maybe a maybe a gen X maybe. So I was thinking maybe like a panel with all with representative. I mean, it’s all born of yours from last year. So how do we overcome these? I mean, so as the baby boomer, I would rather just get up and go walk over to your office, but you’d rather I slack you or, or pick up the phone. I wouldn’t mind the phone. But that would be my second choice. My first choice would be the more laborious, the more time consuming I admit the more time consuming, the more invasive to you. I’m, I’m admitting that I still would rather knowing all that. I still would rather just get up and go talk to you in your office. You would rather I slack you or pick up the phone. Well, it’s very interesting. I’m sorry, I didn’t mean you personally your generation. I got you. Yeah. And so traditionally, with those generations and the stereotypes, the research says that yes, that is um that is normal and stereotypical. However, we really have to consider the person. And so for instance, like me, um like millennials traditionally, we prefer texting something quick. I prefer a phone call. And so people know if they need to get me, they should just pick up the phone because I’m probably not going to text back. And so, um, and that’s just not just because I don’t like texting, but I get distracted and things like that. So we have to understand who the person is and communicate and ask them, hey, how do you prefer that I communicate with you and adapt to their preferred communication style? So we have the stereotypes but then also, you know, the person and the human aspect to it. But then I have to ask a challenging question, a question that challenges that a bit. So if I prefer the in person and you prefer the phone, where, where, where are we, we need to meet in the middle somehow and, and compromise and um yeah, and just figure out, OK, how do we work on this? And so an example with myself and, and Doctor Carla, sometimes we’ll text but often times we will um she’ll call me if she knows if she trying to get me like pretty quickly is a call or she knows that, OK, if it can wait a little bit, a text will be OK. But it just depends on the relationship and the person and just finding a common ground and communicating that from the beginning. OK, Doctor Carla, what about the different conceptions about work? You know, the generations consider work. I think different, different purpose. Uh younger folks consider it, you know, it’s a part of my life, but it’s not that big a part where I think, I think older folks consider it more, you know, they tend to more self identify around their work, you know. So you get, does it make sense? Different conceptions of work across the generation? And I think that COVID um was, was definitely an eye opener for everyone for engagement. So what you’re talking about is actually engaging with the community at work or just engaging with a person? Whereas um for years, uh baby boomers being in the workplace, you know, everybody, you know, um you know, you know, their Children, they all, everybody’s grown up. Well, once COVID hit, then we were all sent home and some of us went back. Well, they saw a difference in engagement, engagement. Those who went back to the work workplace, they saw a little bit more engaging in the whole community of work. Whereas those who were remote didn’t really engaged. So they were, they saw different generations, for example, the the baby boomers are more engaged, but the millennials and gen Z are less engaged because they’re remote, they’re remote, they’re not connecting as much. And so that connecting and engaging is very important for well being for anyone that is, is, is is on a job. So what do we do to overcome the lack of engagement. And I think that that’s where it comes in where maybe a hybrid or meeting at least once a month that there is, there is a time that we all do come together um and see one another and that meeting that coming together in person in face to face is for real, not just zooming or teams, but actually coming together and meeting and talking. And how are you doing? How’s your family? Because sometimes even when we were just tell me about your family, you don’t even know about your family, right? Because a lot of times when you’re working remote, you don’t even have to show your face. So a lot of people are not. But what we’re finding is that is making you even more, less engaged. Research is showing that there’s less and less engagement and you need engagement for well being. So we have to be intentional. Leadership needs to be intentional, all levels of leadership, not just all levels from board members, all the way down to every person within the organization needs to be intentional of wanting to engage. Because I can, if I can work on four jobs, if I can work on four projects and just give you what you need and send you on your way, I don’t have to connect with your organization. Just get, just get the money, just give me the money, pay me. And here, here’s the end result, the product I still I’m not connecting. OK. OK. Um Other challenges. I mean, we’re just, we’re just getting started. Well, you know, when you’re talking about I’m modes of communication. Um Again, we can’t generalize, we can’t use the stereotype is that traditionalists are like this, baby boomers are like this, those millennials are like that and those, those, you know, Gen Zs are like this, we can’t do that because even in our relationship, um if I text her, I mean, I, I mean, I hear from her all day whereas if she texts me, I text her right back now. That’s not normal. I mean, it’s not normal as far as baby boomer versus millennial. It should be that if everybody is saying what everybody does, she should be able, she should be calling me and it’s, oh, hi. It’s so nice to hear from you. How’s your family? Because I’m a baby boomer. Right? No, we’re to the point she, she wants to and she’s different, but we have learned and I think we’re test tubes for this and that’s why this workshop was so good for us to work it because we, we’re, we’re showing the strategies and how helpful it is to learn one another and to respect one another’s mode of communication and not just say, oh, that’s how you are. That’s how your generation is. No, it’s individual. It is and it’s respect, it’s respect of whatever it is. Whatever your mode of communication is, let me respect it and let me see where we can drop our drawbridge down and where can we come together so we can really communicate otherwise we’re, we’re just sacrificing the productivity of the, of the office of the mission. Right. I mean, we’re, we’re just, if we’re not, if we’re not listening to each other and respecting communications preferences, it’s just gonna be, uh, it’s not gonna be as an effective or an organization as it could be. It’s robotic, it’s not human, it’s, it’s just not, it’s not personable, it’s the long lasting. OK. We have um strategies for strengthening intergenerational communications conversations. We’ve talked about some share some more. Yeah. And so um so we talked about um go ahead, we talked about the um the different modes is what you’re saying, the different modes. OK. Yeah. OK. So we talked about um in what type of mode, how we will, is that what you’re saying? What’s the best way to communicate with you, whether you, whether you like face to face or whether you like text or whether you, whether you want social media. And so finding out which one is best and how can we be more effective? How do we find this out? We survey everybody with a uniform survey and then share the results or? Well, I mean, you can do that but you can also bring that human aspect to it and one get to know people, you know what I mean? Oftentimes in the workplace and even in the community, but especially in the workplace, I feel like we’re so, you know, just stuck at our desks or, um, there’s a lot of assumptions and just ask the person, especially as you get to know them, it might come naturally or sometimes you might have to ask, hey, I noticed that you haven’t responded to my teams. Um, I noticed that you haven’t even looked at it yet because I didn’t see little icon come up. Um, is there a better way that I can reach you if you, you know, if I need something? I noticed that it’s been like five hours, you know what I mean? And so they might tell you, oh, I don’t use that thing. Ok. Well, that’s not the best way to. Right. Right. Exactly. Yeah. And sort of adapt and, um, and then, and then, you know, and tell them what you prefer. Also another one of the challenges I was going to say was learning from each other. And so it’s not really a challenge but it’s one of the different strengthening aspects. And so we always can learn from each other within the workplace. And so especially intergenerationally and we all have various experiences and knowledge and we can all grow from each other. And so that communication piece is not just about being effective in the workplace, but it’s also about just growing as a person growing as a professional. We can all learn from each other. And so really honing in on that and even within the workplace, how can um organizations and employers really foster that opportunity for intergenerational learning. How can we encourage people to grow with each other and from each other? So is that a co mentorship program, maybe it could be a baby boomer being linked with a genzer or oftentimes in the workplace. Now too, there may be a millennial who is supervising a baby boomer. You know what I mean? And those are opportunities for growth. Also, next week, apps, tools and tactics to future proof your nonprofit. If you missed any part of this week’s show, I beseech. You find it at Tony martignetti.com were sponsored by Virtuous. Virtuous, gives you the nonprofit CRM fundraising volunteer and marketing tools. You need to create more responsive donor experiences and grow, giving, virtuous.org and by donor box outdated donation forms blocking your support, generosity. Donor box fast, flexible and friendly fundraising forms for your nonprofit donor box.org, fast fund, friendly, flexible fundraising forms. Love that I just, I I can’t get over the alliterations. Our creative producer is Claire Meyerhoff. I’m your associate producer, Kate Martignetti. This show, social media is by Susan Chavez. Mark Silverman is our web guy and this music is by Scott Stein. Thank you for that mission study. Be with us next week for nonprofit radio. Big nonprofit ideas for the other 95% go out and be great.