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Nonprofit Radio for January 31, 2020: CEO/Chair Relationship

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My Guests:

Alex Counts: CEO/Chair RelationshipYour CEO and board chair need to forge and maintain a strong partnership. Alex Counts shows us how. He’s a consultant, and founder of Grameen Foundation.

 

 

Amy Sample Ward

Amy Sample Ward: #20NTC
Amy Sample Ward, CEO of NTEN and our technology and social media contributor, joins for a quick chat on the 2020 Nonprofit Technology Conference. Nonprofit Radio will be there and you should too!

 

 

 

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[00:00:14.14] spk_2:
Hello and welcome to tony-martignetti non profit

[00:00:16.74] spk_0:
radio big non profit ideas for the

[00:00:19.67] spk_2:
other 95%.

[00:00:44.44] spk_0:
I’m your aptly named host. Oh, I’m glad you’re with me. I’d be thrown in taquito amino acid E mia If you brought me down with the sappy idea that you missed today’s show CEO chair relationship, your CEO and board chair need to forge and maintain a strong partnership. Alex Counts shows us how he’s a consultant and founder of Grameen Foundation on

[00:00:48.09] spk_2:
Tony’s Take. Two planned giving for the decade were sponsored by wegner-C.P.As. Guiding you beyond the numbers wegner-C.P.As dot com by Cougar Mountain Software Denali

[00:01:18.14] spk_0:
Fund Is there complete accounting solution made for nonprofits tony-dot-M.A.-slash-Pursuant er Mountain for a free 60 day trial and by turned to communications, PR and content for nonprofits, your story is their mission. Turn hyphen to dot CEO. Now let’s, uh, meet Alex counts Pleasure to welcome him. He’s adjunct professor of public policy at the University of Maryland and a non profit consultant. He’s founder of Grameen Foundation, which has grown to become a leading international humanitarian

[00:01:31.93] spk_2:
organization. He’s got a book Changing

[00:01:41.95] spk_0:
the World Without Losing Your Mind. Leadership lessons from three decades of social entrepreneurship, which is a chronicle of philanthropy. Editor’s pick. He’s at Alex counts dot

[00:01:47.38] spk_2:
com and at Alex counts. What was your name again? Alex counts. Thank

[00:01:49.06] spk_4:
you. It’s great to be here.

[00:01:53.22] spk_2:
Pleasure. Thank you for coming into the city on the studio. Um, tell us about the founding

[00:01:58.65] spk_0:
of Grameen Foundation. Interesting roots in Bangladesh.

[00:02:00.69] spk_4:
Yeah, I was is a college student. I was taken with the work Mohammad Yunus was doing to empower the destitute women of Bangladesh through micro credit, and he would go on to win the Nobel Prize. But I kind of it was Grameen Bank. That was Grameen Bank. And I had this vision in college of If we could take his model and exported to other countries where there is poverty, that would be could be a real breakthrough. It was simplistic, but and I But it was basically a good idea. And so I went in, apprenticed with him for about a decade in Bangladesh, and then I Then I said at one point, it’s time to start kind of an international hub for helping people apply the Grameen Bank ideas to other countries. And so he said, Well, here’s $6000 which I thought was a lot of money to start an organization with. It wasn’t but we were just kind of on a wing and a prayer started What became growing foundation in 97 on Guy was completely unprepared and all sorts of ways to run a non profit and start one. But we went forward and it worked out.

[00:03:07.30] spk_0:
You you say sort of hastily because you’ve got a lot going on. You had a lot going on 10 years living in Bangladesh. You fluent in de she Bengali Bangla. Is it Bangalore? Bengali? Is it? It’s It’s

[00:03:11.32] spk_4:
Bengali and English. It’s Bangla in being Ali.

[00:03:14.13] spk_3:
Okay, Um,

[00:03:15.10] spk_2:
I’ve been

[00:03:21.23] spk_0:
there. I spent I spent two weeks between Bangladesh just in Dhaka and Sir Lanka, which is also a beautiful country. Yeah,

[00:03:23.50] spk_2:
my sense of Bangladesh

[00:03:24.46] spk_0:
was ah, lot of poverty and a lot of very hardworking people. Thes tiny businesses in the micro stalls is I’m thinking of old DACA, but people working hard and you know, whatever their niche was, uh I

[00:03:39.12] spk_2:
saw a lot of hard working, dedicated people,

[00:04:10.25] spk_4:
Absolutely both in the cities and in the rural countryside where I spent a lot of my time and learn. That’s why I really learned Bengali well, but it is my mentor and board chair, Susan Davis. So I met in Bangladesh. She was a Ford Foundation representative and I was, Ah, Fulbright scholar initially, and she said, Listen, Alex, she’s a lot of these pithy statement She said, In a country that doesn’t have enough jobs, by far doesn’t have a social safety net. You have two choices. You work for yourself tiny undercapitalized business in most cases or you starve. And so people, whether they’re intramural ability, is robust or more limited. Starvation is not a great option. So people try to start these tiny businesses.

[00:04:22.68] spk_0:
That’s when I saw yeah, s O. That’s the micro micro lending. And then Mohammed as and all I can imagine, what someone could do with it isn’t even $1000. Is that too much?

[00:05:00.83] spk_4:
So the loans for the first decade of Grameen were typical. Loan was about $70. So your way you’re buying, you know, five chickens and you know you know how to raise chickens. But you never had more money to have more than one u five chickens. You sell the eggs, you pay off the loan with the sales of the eggs. And at the end of the year, you have five chickens that air your asset maybe more assets than you’ve ever had a productive assets you’ve ever had in your life. And Mohammad Yunus is in sight. Was but build a banking system that can actually be viable through making $70 loans and then $100 loans if they pay back and later, larger amounts on and and And that was the essence of his brilliant innovation.

[00:05:15.94] spk_0:
And you were, You were how many years that Green Foundation as founder and CEO

[00:05:21.27] spk_4:
18 years s. I ran it for its 1st 18 years. It was a It was a fantastic ride. And again when we finally started, get some headway is when I realized that a couple things that I need to be fundraiser in chief. That wasn’t something I could delegate and that I needed to craft a very important relationship with my board share.

[00:05:40.90] spk_2:
And those

[00:05:42.86] spk_4:
two insights probably where the, you know, helped us reach kind of escape velocity and get it to erase 10 $2025 million in the year, as opposed to remain a little tiny, non

[00:05:51.46] spk_0:
profit. What a skilled guest you bring in the board. The board chair relationship so smoothly. So not like the boorish host of the show. We’re just abruptly changed course.

[00:06:04.48] spk_2:
All right, so, uh, yeah, so we’re here to talk about Well, you know, we’ll shout

[00:06:08.30] spk_0:
out your book a couple times, uh, changing the world without losing your mind. But

[00:06:12.67] spk_2:
we want to focus

[00:06:23.81] spk_0:
on something that I saw an article that you had written in The Chronicle of Philanthropy about the CEO board chair relationship. Susan Davis was one of your one of your chair. Was she your first? She’s my

[00:06:28.99] spk_4:
third chair. But when we finally I finally got the relationship right was with her, and I give her most of the credit for that. I kind of fumbled it with the 1st 2 board chairs, mainly my fault on dhe. She helped me kind of figure out how to make that just a magical relationship

[00:06:43.90] spk_0:
on dhe critical to the success of an organization you saw Grameen on. You felt it. You saw it and felt it in your relationship with Susan. You saw the organization benefiting and you felt it personally.

[00:07:44.00] spk_4:
I had an ally. I wasn’t so alone. She gained my trust on She would sometimes, you know, step in and do things that I was either incapable of doing or just didn’t have the skills. I mean, it’s just a perfect relationship on. And, you know, she wasn’t the prototypical white male businessman in their sixties with a lot of money, but she brought other assets, and and then, you know, we were ableto have a more traditional board chairs coming after her. But she was in the roll for six and 1/2 years, and she, you know, the the article you mentioned in The Chronicle of Philanthropy. The origin of that was I was giving a talk at The Chronicle about my book and about how I went from a completely underprepared non profit executive director, succeeding on some level. And I just kept coming back to my relation with Susan on then the couple of four chairs that followed her, and they said, Would you write an article on that on that you you mentioned so many times you’re talking? I said I’d be thrilled to, and It was a pretty narrow topic, but it got a good response and got me here to be talking with you.

[00:08:10.38] spk_0:
Your life has led you to this moment. All points of it’s all downhill from here. Pretty much non profit radio. I feel bad after our lunch, then

[00:08:11.79] spk_4:
downwardly mobile life.

[00:08:13.24] spk_0:
I’m sorry. I’m sorry. Uh,

[00:08:19.52] spk_2:
all right. So let’s talk about, um Well, the let’s get into some of your some

[00:08:22.27] spk_0:
of your advice around this around this relationship, you siphoned it down into 10. I don’t know if we’ll get time for 10 because we want to talk a little about Cem Cem, General governance. But

[00:08:32.03] spk_2:
why don’t we, uh why don’t we just

[00:08:39.14] spk_0:
tease the 1st 1? We got a minute before before first break about, um, respect the chair needs to earn respect if that the

[00:09:14.59] spk_4:
chair is seen is just a kind of a defender of the CEO, uhm, and someone who’s just tryingto make his or her life easy and keep the bored out of their hair or in any other way doesn’t really have the respect to the board. Then his or her job is much harder because the board chair is kind of a liaison between the staff and the executive director and the rest of the board. And that board share has to earn the respect of both parties in order. Play that bridging role effectively. And Susan did it. Sometimes people do it by writing $1,000,000 checks, but Susan didn’t have that at her disposal of time. So she did it in other ways but was able to get earn the respect of me and the staff. But very importantly, the the rest of the board.

[00:09:24.62] spk_0:
All right, I’ve seen board chairs that were wealthy and wrote big checks and still didn’t have the respect of the board. So if there’s respect based on that, I think it’s kind of shallow and it doesn’t necessarily follow even. Okay, let’s take our first

[00:09:38.40] spk_2:
break wegner-C.P.As They go beyond the numbers. They’ve got videos, effective governance.

[00:09:43.61] spk_0:
For starters. We’re gonna talk a little about that toward the end of the show. Um,

[00:09:47.70] spk_2:
also i nine

[00:09:51.74] spk_0:
tips. If you happen to have immigrant employees, they’ve also got a video on high impact grant

[00:09:53.83] spk_2:
proposals, sexual harassment awareness, way beyond the numbers. This is not just

[00:10:16.94] spk_0:
your average accountancy, for God’s sake, on other videos, you gotta wegner-C.P.As dot com, Click Resource Is and recorded events. I just got late breaking news that Amy Sample Ward will be calling in around the bottom of the hour. Onda will spend about five minutes talking about 20 NTC, the 2020 non profit technology conference, which is in coming up in March in Baltimore. So I know you wanna hear her at the bottom of the hour. Um, in the meantime, let’s go back to ah CEO chair relationship.

[00:10:33.01] spk_2:
Yes. Oh, I don’t I don’t think

[00:10:40.81] spk_0:
money first necessarily creates respect, And if it does, I think it’s a kind of a shallow Well, it’s one

[00:10:42.10] spk_4:
thing to earn. The respect is the board share. You have to show that you’re invested. Ah, and so Susan would show that by showing up prepared by doing her homework. Talking with Helio money and writing a check that is meaningful for someone and meaningful for the organization is another way. But you’re right. It’s no way incomplete. You need to be a fair minded. You need to kind of promote the right kind of dialogue of the board level craft agendas that makes sense that you know, Don’t don’t let the board becoming their micromanaging or rubber stamp, but occupy that really nice middle ground. Yeah, it’s All I’m saying is, is that it’s possible to earn the respect of the board, even with bored with some wealthy people. If you’re yourself aren’t personally wealthy by doing other things on that, some people I think some people just regard it is you know you need the board. Share is just absolute mandatory to be made your wealthiest person, the board and I might have thought that. But I saw that. It doesn’t need to be.

[00:11:38.93] spk_0:
Yeah, I would reject

[00:11:42.13] spk_3:
that. Um, by

[00:11:42.47] spk_0:
the same token, you do want the board chair tohave the back of the CEO in times of crisis. Well,

[00:11:56.76] spk_4:
right? I mean, people, you know, have all non profit CEOs if, unless they’re completely risk of hers, make mistakes, mismanaged things mismanage external relationships on dhe, you know, it’s it’s, I think when our new chairs in place, how they react to the first time that happens on whether they both publicly and privately support the CEO on dhe make them feel secure in the aftermath of their bungle eyes. Probably a lot will determine. A lot of everything will go after that on Susan. You know, a time would come maybe six months later, where Susan would talk with me and her successors, who are also very good and say, you know, that thing that you did in six months ago? They didn’t work out, you know? What did you learn from it? Andi? Are we Do we have things in place to prevent that from happening again? But at the time when you’re at your low point and at risk of making further poor decisions in the aftermath of trying to cover up or deal with one bad decision, having the board share be empathetic and supportive and not pointing a finger is I found a central

[00:12:54.10] spk_0:
is the board is looking to them for leadership. You know howto way still behind this CEO or are we not?

[00:13:19.11] spk_4:
How do we digest this, right? And then that’s where the board chair’s leadership did not gloss over. It does not say this mistake was meaningless, but also not to say panic, but to say I’m on top of this. I’m gonna disclose to you the board what’s going on in a level appropriate to your role. I’m working with the E D. And

[00:13:19.32] spk_2:
now if it’s

[00:13:19.72] spk_4:
a life endangering mistake for the organization that it might go under,

[00:13:24.10] spk_2:
then I think

[00:14:07.87] spk_4:
you need to take a little different tact. But if it’s just a setback and embarrassing though it may be, you know you need to really inspire confidence in everyone. But also just, you know, to get the best out of the CEO of the executive director. You know, first and foremost is have them feel like you’re their ally, not someone who’s trying to, you know, embarrassed. And I’ve seen this. I’ve served on boards for all you have and others listeners have board shares to whatever. There’s a mistake. They feel it’s kind of a public embarrassment for them, and their job is to avoid blame themselves. Maybe they have public standing, and then that that has on and particularly that could kind of poison the relationship with the E D. You know, nothing flat. Yeah.

[00:14:09.12] spk_2:
Do you? You have a

[00:14:20.00] spk_0:
preference for executive director versus CEO? I’ve had guests prefer the CEO. Others say it doesn’t really matter much. Do you have ah preference, you

[00:15:06.71] spk_4:
know, in the organization’s I’ve served in. It’s been I’ve been the president and CEO. There’s some executive directors that aren’t the chief executive officer that sometimes is the chair in executive chair. That’s interesting. So Esso and again I’m not. I’m not a super techno person on this, but I think smaller nonprofits tend to be. You talk about AIDS on, and sometimes they don’t have a vote at the board level, whereas in large organizations, that tends to be a president CEO with a non executive chair. And I’m just, you know, and even when grooming Foundation was small, somehow we adopted that nomenclature, which at the time I didn’t care about or think it all about. I was just trying to raise enough money to pay this, you know, costs the next month. But anyway, that’s that. That’s what we adopted. Yeah,

[00:15:10.49] spk_2:
okay, but now you have the

[00:15:13.66] spk_0:
luxury of looking back and snickering. That’s right! And admitting that the first to board chairs the relationships warrant as robust, as supportive as they could have been made

[00:15:22.92] spk_2:
at the time,

[00:15:26.10] spk_4:
I viewed the board and managing my relation with the chair, and fundraising is kind of necessary. Evils not, is not as something to be the cornerstone of building the organization. That was That was my fundamental mistake until I finally got it right.

[00:15:37.80] spk_2:
Let’s talk a little about

[00:15:46.84] spk_0:
selection of, ah, board chair. Do you like to see it come from? The board would like to see. I’ve seen organizations that have a assistant assistant chair, rice chair, vice chair, executive vice chair, and then it’s presumed that they’re gonna move into the chair. You like to see that kind of

[00:15:56.58] spk_2:
ladder? Well, first,

[00:16:44.61] spk_4:
I think every rule in terms of building aboard you should be, you know, willing almost every really should be willing to break. So one point. We had a very well known, very wealthy person joining our board, and we thought about installing them his chair for more or less the moment that joined the board. And that might have worked. But we didn’t didn’t come to pass, but in general I think you want someone of your chair who served on your board with distinction for, you know, three or four years at least. I like the idea of a vice chair, but I’m a little out made out of the mainstream on this I don’t think that vice chair should necessarily be the chair elect. I’d like to see a vice chair in that role really perform so that they earn the chair. Roll a za po. And that’s why sometimes having to vice chairs, I’ve seen that work nicely. But oftentimes the vice chair is

[00:16:47.08] spk_0:
the two vice chairs are sort of competing to be that really like we friendly competition for the chair shit. German ship.

[00:16:53.76] spk_6:
It’s a

[00:16:56.00] spk_4:
secondary aspect. Yeah, it’s Ah, a TTE The point We had our vice chair on the West Coast and I thought that having a second vice chair who was quite busy when entered a And

[00:17:05.04] spk_5:
that’s what one

[00:17:05.41] spk_4:
things that happens. You can’t predict a vice Jared chair can enter the role in a semi retirement, have a lot of time to put in. And next thing you know, they’re appointed as happened to me, a CZ the as the CEO of a publicly traded company and their ability to put time in is changed. So we we had a vice chair who was the dean of ah of a university in a university on the West Coast. I said, Well, what if we had a vice chair on the East Coast also to kind of cover this part of the country and on. So that worked.

[00:17:34.62] spk_2:
But in another way, was

[00:17:35.89] spk_4:
a kind of let’s, let’s see, between the two of them, which one of them, you know, is it inspires the confidence of the board on shows the commitment that would make them the ideal. You know, successor chair.

[00:17:48.14] spk_2:
How do you like to

[00:18:10.16] spk_0:
break in? I think my voice just crack. How’d you? 14. Huh? How? Let’s give some authoritative. Ah, tony. Er, how do you like to, uh ah, inaugurate the relationship? New chair? You presumably. As you’re suggesting. You know, if you worked with him 3 to 4 years, So the non new person to you. But I knew in that relationship. You in that position.

[00:18:12.91] spk_2:
How do you like to

[00:18:13.67] spk_0:
kick off the that new relationship? Well,

[00:18:17.02] spk_4:
in an ideal world and running a nonprofit where you never have enough resource is and you’re always trying to cram 14 months of work into 12 months and you can always do this.

[00:18:26.54] spk_2:
But an ideal

[00:18:26.99] spk_4:
world. I’d like to spend a good kind of a good day with the person you know, both with a structured agenda and somewhat unstructured, maybe going to a baseball game together just to really get to know them and bond with them, if that’s possible. On

[00:18:39.97] spk_2:
the other

[00:18:40.21] spk_4:
thing that kind of evolved. This is, you know, I’m thinking back what work is that each board share wanted gonna put their stamp on the their leadership not to not to just contradict or do something different than what the prior wanted done, but

[00:18:55.72] spk_2:
something that

[00:18:56.11] spk_4:
they had seen. Maybe work in another non profit or in the corporate sector. And

[00:18:59.91] spk_2:
I would just

[00:20:59.49] spk_4:
say, unless it didn’t make any sense to me. I said, Let’s let’s do that Let’s you know this person didn’t kind of imposed this idea when they were, say, vice chair, just to give you two examples. You Bob bike Feld, who succeeded Susan in the role he thought that it was. It was a very important from a governess perspective to gather a couple board leaders and the head and our general counsel on me every six months to basically evaluate the performance of each and every board member in person and on, and so and you know when people were doing really well. So well, let’s let’s prepare a resolution commending them at the next meeting. Will we draft that if the person wasn’t referring? Well, well, who’s gonna take them aside? We’ve never done that before. But it was just something he thought you know would work. And I just said, You know, you want to bring that in. This is gonna be one of your signature things that comes in your first year. I’m totally behind it. Let’s make it happen. Or another thing he wanted is for me to bring in that. Susan wasn’t kind of didn’t That wasn’t her style, but it’s like let let Bob lead the way he wants to. And let me not just grudgingly say, OK, I’ll do that if you want, But I think this could be a great idea. And you, Bob also pushed me to write for the first time emergency succession plan, which I embarrassed to say that, you know, 10 years in the Grameen Foundation, I had never even know what that was. But and he said, you know, write, write up a memo for those of your listeners and aren’t aware you know, what should we do if you’re suddenly incapacitated or killed? And and so I put it off for a while, it was more confronting than I thought, but I finally did get it done. And that was something he achieved in his first year. Um, and again I was I was just kind of trusted that that was something of useful. And I put my full attention to kind of implementing a couple of ideas that he had and and when every new board chair came in, they kind of had a few ideas. And I would just unless they sound crazy to me and I I need to get the convinced I would just, you know, not just back from kind of half heartedly, but fully

[00:21:01.64] spk_2:
say some more about

[00:21:02.28] spk_0:
the semi annual board evaluate individual board member evaluation process.

[00:21:07.64] spk_2:
Well, you know,

[00:21:19.90] spk_4:
we would gather on a table. I think we did it a few times. That can recall, and it was no one ever called in. Our vice chair flew in from San Diego for it. We did it in Washington and literally, you know, it was just it was sickness. See,

[00:21:22.95] spk_2:
one of the

[00:21:23.40] spk_4:
things I’ve come to believe that came from Susan. The Before Bob is that term limits are

[00:21:29.14] spk_2:
kind of

[00:21:31.76] spk_4:
a quick fix kind of mandate, and that really what you want board members to do is to is to kind of go through their orientation and

[00:21:37.70] spk_2:
then to go

[00:22:09.31] spk_4:
into a period of what I call High Performance is a board member where they’re giving it their all their money, their time, their reputation, their con connections, etcetera. And then ultimately, all board members, I think, ultimately go into what is called coasting, where they’re just they’re not really giving their all because their interest is in another organization. And so Bob’s this term limits air saying, Well, most people go to coasting after six years, so let them just term out at six years. But the truth is, some people term out. Some people go into that mode after 18 months, and some are going strong in 18 years. So this was a mechanism to just evaluate the kind of the wherein the life cycle was each individual on the board where what should they be commended for? On what should they maybe be taken aside and said, you know, board member ex. You know, if you could get back to performing like you did four years ago in terms of showing up prepared, participating discussions, your committee assignments, raising money, giving money, You know, we think you should re up for the board when your turn comes up. But if not you, maybe not. Ah, and that can’t be done. The blunt instrument of term limits or other things. This

[00:22:42.14] spk_2:
is this. We would

[00:23:01.77] spk_4:
spend 34 hours together evaluating every single person aboard. And how might we support them better. But how might we ask them to support us more? And you can’t? You can’t take a cookie cutter to that. And so it was. It was a pretty rigorous process, but it was. It worked, and it made the team that was at the table. They’re just feel like they were in a position to, and it had them participate differently. This is the vice chair chair of the Governance Committee and the general counsel me in the chair. You know, we would then pay attention. More panel, evaluating each number individually, correct. And

[00:23:17.25] spk_2:
and then once you start

[00:23:54.67] spk_4:
that, then you know, you kind of observe the board in a different way. When you know you’re gonna be six months later doing that again and you start to think, Gosh, might I pull this board member aside even now and commend them or redirect them a little bit even if I’m not the chair? Because I know that this evaluation and it creates a kind of accountability because we told the board that we were doing this. It wasn’t done in secret eso it was rather than have ah, this kind of straitjacket of term limits. We created this kind of culture of accountability, of board that just brought out the best in people. And when their interests moved on, they kind of voluntarily said, You know, this will be my final term and thank you all for whether I served for three years or 13 years on it. Just for me. It worked a lot better.

[00:24:20.39] spk_0:
Your ah contrary and in terms of the mainstream, thinking about board term limits, yes, but you have this important semi annual evaluation as well, so that a CZ your nerves, you said people will either recognize that they’re not performing, or they’ll bluntly be told that they’re not performing TX stations,

[00:24:27.96] spk_4:
right? That’s and it takes effort on

[00:24:29.76] spk_2:
because this is a lot of time

[00:24:30.60] spk_0:
commitment. How big? I’m sure the Grameen board grew over time when you left. How many people, you

[00:24:36.52] spk_6:
know, I like

[00:24:37.33] spk_0:
value waiting. Yeah, I’ve heard of much

[00:25:10.86] spk_4:
smaller and much larger board’s working, although I’m not quite sure how. But I think the optimal number aboard if they’re one of the responsibilities is raising money. The optimal number is between 15 and 20 and that’s what it was for almost the entirety of my time there, I think over 20 you get some negative dynamics, including, you know, people don’t show up. They’re not even noticed because the numbers are too big. And if you get under 15 you know, you really need a lot more fundraising muscle than you unless you just have a bunch of billionaires on the board. And so it was always. It was always in the high teens on, though I gave myself authority to have up to 25 on the bylaws, but gave us authority. But we never we will always, always between 15 and 20 right?

[00:25:23.08] spk_2:
So this is a big time

[00:25:23.82] spk_0:
commitment because Now you’re doing between 30 and 40 evaluations per year because you’re evaluating each person semi annually and several hours devoted to, ah, a conversation with each one twice a

[00:25:46.59] spk_4:
year. And the follow up that you promise, saying they’re there that after each board member would just say so what feedback or what? Commendation or accolade or redirection, Do we need to give this board member based on our discussion and that that would mostly fall to the five of us in the room

[00:26:01.15] spk_0:
and there was implicit in that s o. Some board members are getting commended on brothers or not, but we all know that we’re all being evaluated. So when it comes time for commendations, some names air left out, that’s where it was only,

[00:26:06.05] spk_4:
um, you know, it was

[00:26:06.63] spk_6:
only twice

[00:26:55.17] spk_4:
in our history where we actually had to take a board member side and urged them, not Thio run for re election. So if when this works well, it’s really becomes an informal accountability process where people opt out before they have to be kind of pushed out. And, uh um, and yet you need to be willing to do that if the time comes, and in one case, you know, way took a board member aside and we just said, It’s you know, it’s time for you to step aside and is interesting He said it that years later he told me he said, Well, as mad as hell at the time, but you and the chair were right. I just couldn’t see it then. And eso it’s that magical thing where people basically, whenever there flames, starts to be not so bright for in terms of the, you know, being a champion of the board, they just they know it and they and everyone knows it. And they just say again, Allah, I’ll serve out my term and I’ll step down and again whether that’s three years into their service or 15 years, it’s just based on. Are they giving it their best? And

[00:27:10.43] spk_2:
not

[00:27:10.61] spk_4:
everyone you know people’s interests move on. I mean, it’s a natural human phenomenon. Yeah,

[00:27:17.33] spk_0:
yeah. Very interesting. Interesting process. You mentioned election of board re election of board members. That was that not managed by an executive committee just deciding whether someone would remain Who were the electors, the whole board, the

[00:28:36.84] spk_4:
whole the whole board Now there’s a nominating what we close it in our model. We had both the governance committee that worked on our kind of internal governance, and the nominating committee was merged in the same committee and another boards I’ve been on Those are two separate things and on and, you know, when you only have 15 18 members. There are only so many committees you can have when your larger boards could have more. But yeah, it, in this case, the default was when someone’s three year term came up. Um, you think the default is that they’re gonna be reelected if they want to be. But there is a process that again the governance committee chair is part of that group that is, that meets every six months on day would take what are our discussions and bring them into the governance committee. Um, but Maur, I think that committee was more about adding new people to the board more of the nominating committee, but But ultimately every board meeting or every other board meeting, if someone’s three year term was up, they would be reelected or more than likely, or they would prior to that announced that they weren’t seeking re election and it would be handled that way. Okay.

[00:28:38.92] spk_3:
Okay. Um,

[00:28:40.17] spk_2:
let’s ah, let’s take,

[00:29:30.12] spk_0:
uh, let’s take this break. And, uh, if you wanna you got a little longer in this break, And now we’re gonna talk to Amy Sample Ward as well. So, uh, stand by. Don’t go anywhere, though, Okay? You don’t have time to go to the bathroom. Just drink water, bathroom breaks or later, uh, his break quote. We’ve been very happy with Cougar Mountain. It’s rare to encounter a problem with the software, but they’re always there to help walk. Help me walk through it. End Quote that Sally Hancock in Altoona, Pennsylvania, Maur raves about the Cougar Mountain customer service. Cougar Mountain has a free 60 day trial, which is on the listener landing page, which is at now time for Tony’s Take two. Your decade plan for planned giving. Um, this is not only the beginning of a new year, which is now close to 1/12 over already, but that means that we’re nearly 1 144th of the way into the new decade. So my, uh, belief is my It’s more than a belief. It’s almost Fact,

[00:29:49.25] spk_2:
if you start

[00:30:01.17] spk_0:
your planned giving program this year, you are gonna be astronomically ahead, and you’re gonna be you’re gonna be shocked at where you are by the year 2029. Those 10 years

[00:30:07.79] spk_2:
you’ll be you’ll be at

[00:30:21.72] spk_0:
a point where you can be projecting planned giving revenue for future years based on the revenue that you will have had in like years. 6789 That’s how far ahead you will be in plant giving and you think plan giving that. You know, people die. The gifts come, but we don’t know when those when those episodes air gonna happen. Yeah, but once your file is large enough, once you have enough planned giving donors in your file, you’re gonna start to see trends. And of course, you can’t predict to the dollar amount.

[00:30:46.78] spk_2:
But you can give yourself some comfort with a range that you expect to receive in cash each year,

[00:31:22.81] spk_0:
going forward from really like your 789 and forward, but certainly from your 10 on. So my urging is that you if you are not doing plan giving fundraising 2020 is the year to start the beginning of the decade. I say a lot more about this in a video, which is your decade plan for playing, giving. I lay out the plan. I don’t just say where you’re gonna be in a decade. I show you how to get there step year by year in the video, which is at tony-martignetti dot com. And that is tony. Take two now. Uh, late breaking. Let’s bring in Amy Sample Ward. She’s the CEO of and 10 and our social media and technology contributor. And

[00:31:44.64] spk_2:
we’re going to spend a few minutes talking about what’s coming up at 20 NTC. The 2020 non profit Technology conference. Welcome back, Amy. Sample Ward

[00:31:46.85] spk_7:
Bake. I’m happy to be on happy 2020.

[00:32:02.29] spk_2:
Thank you very much. Yes, indeed. First time we’ve talked this year. Um, it’s not too late to say Happy New Year because we know each other so well. And, uh, I haven’t seen you Haven’t talked to you since January 1st. So happy New Year. Happy, happy, Happy decade as well.

[00:32:05.44] spk_7:
Well, And where we’ve just started the Chinese New Year. So

[00:32:10.41] spk_0:
indeed, Yes, Yes, indeed. Balloon. You’re here. Um,

[00:32:13.04] spk_2:
so we’ve got this little thing coming up. It’s not

[00:32:24.41] spk_0:
so little, um, being snarky. It’s in Baltimore in March 2020. Non profit technology conference hosted by and 10 non profit radio will be there on the exhibit

[00:32:29.49] spk_2:
floor. But before we get to that, you tell us what? What? Why should

[00:32:31.89] spk_0:
we be attending?

[00:33:07.15] spk_7:
Oh, my gosh. I am really excited for this year because I think, as you know, you’ve You’ve been a handful of times now, so you can probably speak to this yourself too. But every year we’re always trying to make it better than it was, of course, the year before. And each year we feel like, Okay, this is the best we’ve ever done it. But how could we make it better? And I think we’ve got some really good plans this year that do that. Of course we have. You know, this is a big three day conference there, 2200 plus people altogether. And it doesn’t have to be, you know, just one type of non profit or one type of job in an organization. If you are listening to this, you are welcome at the number of

[00:33:17.73] spk_2:
probably

[00:33:18.57] spk_7:
that you could learn and do there

[00:33:19.84] spk_0:
It is not only for technologists, not only for technologists,

[00:35:24.80] spk_7:
right? Well, I mean, it’s 2020. Everyone in a non profit is using technology, right? Like it doesn’t. It doesn’t really matter how what your job titles has on your business card. There’s pieces of technology you need to use or make decisions about to be effective in your job on. There’s folks from every job title and people who have been in the sector for a year, and people have been in it for 40 years. You know, it’s it’s really like a cross section of everybody, Um, and we have over 150 sessions, so plenty of opportunity to go learn. But outside of that, something that we feel makes the NTC really specialists. How many opportunities there are for you to meet other people and share ideas or come to the conference of that one burning question like you just wish you could find somebody that’s figured out a way to get mail chimp to do that One thing you know, like we want to make sure you really do find that one other person. So we have a lot of kind of community based programs that happen as part of the agenda, and we have even more of them this year. We’ve We’ve always had what we call birds of a feather. So you know, funny things like people will do. You know, people who love watching a certain TV show or something as a table topic at lunch. But other people will do things like, you know, they use a certain tool or something so they can all meet each other and chat. But in the afternoons we’ve started this year what we’re calling knowledge swaps where they’re Maur intentional. They are about, you know, something work related, something you want to do something You’re having a challenge with, something that you just did really well And you want to make sure you can share that knowledge with other people so folks can sign up to basically, like, find other folks and hosted a conversation together on the topics a little bit easier than saying you want to present for 75 minutes for a session, right? Like maybe you just want to find four other folks and share ideas. So we built that into the agenda each day on and we’ve also expanded our career center. That isn’t just for people looking for jobs. A really big part of the community of the career center is mentorship. So being able to sit down with somebody for happen our and share feedback, whether it’s about their resume or it’s about, you know, the evolution in your own career. So what? Whatever side of that coin that you would be on the career center has lost of opportunities for you, um, and would love for folks to be a part of that.

[00:35:51.11] spk_0:
Okay, um, we just have, like, a minute in a minute or so left, so details of registration. Where do we

[00:35:58.54] spk_2:
go with the dates? Radio? Don’t even say the day everything. But the date is today.

[00:36:10.72] spk_7:
Yes, the dates are March 24th 26 it’s in Baltimore. At the convention center. There’s hotels of all the various price points, whatever place you have, a membership number two, whatever, all around the convention center, and you can go toe intend that orc Slash and T. C. You can see the full agenda. You can review some of those community programs I was talking about. We’ve got Rachel Affinity Spaces support for folks who want prayer room, meditation spaces, lactation access. All of those things are part of our conference. So we really want it to be something that folks are ready to learn and meet other people and talk. This is a resource for you. And if there’s a way we can make it easier support you being able to participate, we will do everything we can to do that. So please Goto intend that work slash NPC. Check it out. If you need anything, let us know. But hopefully we see you in March.

[00:37:05.76] spk_0:
This is an excellent conference. Yeah, I’ve been there. I think this is the sixth year.

[00:37:10.06] spk_2:
Do you think I think it’s the 60

[00:37:20.04] spk_0:
year I’ve brought the show, so we will be on the exhibit floor where were sponsored by Cougar Mountain Software at the conference. So we’ll be side by side. We’ll be getting. I’ll be getting 30 plus interviews. Last year I got 32 interviews in two and 1/2 days, and then we air them. That

[00:37:28.44] spk_7:
must have been a record. 30.

[00:37:45.78] spk_0:
32 is the is the largest I’ve gotten. Yeah, it had been like 25 27 or so, but so were booked up. Eso. When you’re at the conference, come on the exhibit floor. I believe you’ll see us in boots 5 10 and 5 12 On DDE comes he’s come Say hello will be the noisy one with probably with spotlights, because we might shoot video. So but very smart, very smart speakers in lots of different topics around technology. And Amy’s Point is, I want to drive home. We’re all technologists. It regardless of what it says on your business card, you’re no longer using index cards and transparencies. You know, the overhead projectors. They’re gone. We’re all using technology, and this conference is for people at all different levels. Whether it’s on your in your job title as C I O. Or You’re just a user of technology

[00:38:22.71] spk_2:
and you have to say good bye. Thank you very much.

[00:38:24.45] spk_7:
Okay, thank you so much. And I will see what your booth. Because I always loved getting to do an interview with you.

[00:38:29.16] spk_2:
Absolutely. It’s our only time to go face to face. Yes, we’ll see you. I’ll see you in Baltimore.

[00:38:36.00] spk_0:
All right. Thank you for that indulgence. Alex Count. It’s usually

[00:38:38.44] spk_4:
a great conference or close to where I live. Yeah, it is fabulous. Maybe I’ll see you. There is

[00:38:49.80] spk_0:
really a very smart place. Hundreds of brilliance because I wish I could interview more than the 32 or so whatever I’ll get. Um so just remind listeners Alex counts. Ah, consultant, founder of Grameen Foundation. And his book is Changing the World without Losing your mind. Leadership lessons from three decades of social entrepreneurship. We’re just scratching the surface. You know, where we’re We’re focused on the CEO chair relationship today, but obviously the book goes way beyond

[00:39:11.33] spk_3:
that. Uh,

[00:39:24.52] spk_2:
lots of lessons in 30 years. Now it’s Ah, you got a good You got a young face. You got a baby face. Check out, check out his, uh, check out his headshot tony-martignetti dot com’s gonna baby face. Um, So let’s, uh we divert a little bit, but these are all valuable topics.

[00:39:28.92] spk_0:
I mean, this board evaluation process is semi annual thing is really very interesting. I hadn’t heard anything

[00:39:35.22] spk_3:
like that. Um,

[00:39:36.96] spk_2:
let’s talk Thio. Let’s talk to

[00:39:43.47] spk_0:
communications. You like you like frequent regular communications between the CEO and the chair.

[00:40:28.73] spk_4:
Yes. I mean, there’s no. You know, when you when you talk with someone, you come in. Mike, come on with an agenda of what you think is going on the organization, but especially if you’re not rushed on your in person, where that’s possible, you know, you stumble upon in the process of just kind of ruminating on what’s going on the organization, some opportunities and assets and some kind of dangers and risks that you didn’t even go in thinking about because you’re you know, you’re with someone who’s also internalized. The organization is smart, is committed on DSO. I always, you know, I would wouldn’t want to talk with Susan or Bob or Palm or it’s, you know, have have kind of regular calls, you know, maybe two or three a month, but also in with a strict agenda but also sometimes has really unstructured. You know, it’s been a long dinner with them and, ah, a mixture of bonding and just kind of, you know, thinking out loud brainstorming and and just really kind of creative ideas can come up there. And if you’re I did tell a story. One of my board shares went from being semi retired of a very demanding job three years into his role. And while he did stick with it for another two years, which surprised me my ability to spend time with him, quality unstructured on rushed time was compromised. And and that was and I missed that. And our partnership suffered a little bit. As a result, he was still very good and because of his job, had more money to put into the organization. But his ability to kind of have that Maur kind of on structure brainstorming time was severely constrained.

[00:41:16.49] spk_0:
Yeah, Yeah, it was more just a formal time together. Yeah.

[00:41:21.06] spk_2:
And you think about think about friends, you, How much just happens

[00:41:28.85] spk_0:
in free conversation over over a meal in a glass of wine. You

[00:41:47.13] spk_4:
think of some something to do together that just you hadn’t even thought of and just being in their presence. You’re like, Well, why don’t we try that, um and and so that that time together again, so many of these things Fundraising, managing board relationships. They’re very time consuming. But when you do them well and invest the time, it’s just they pay back many, many times, but you need to be able to kind of spend the time on what you know, my wife and I call the important but not urgent on If you invest in that, just magical things can happen.

[00:42:01.10] spk_2:
And then this kind

[00:42:01.89] spk_0:
of thing you have to make time for you aren’t gonna find the time when I when I find the time will, will have an unstructured meeting. But today we’re having an agenda. When I find the time when we find the time to get

[00:42:12.38] spk_2:
time is not gonna tap you on the shoulder and make itself apparent that you have to make the time. There’s never gonna come in timers. I’ve got two free hours today. Let’s have a meeting with meeting with. I’ll have a call with my board chair. It’s not gonna happen. You have to make the time consciously

[00:43:04.04] spk_4:
and you know, and it’s also becomes something, if you know is it can’t became with each my board shares, particularly Bob like Failed and Susan, where I just enjoyed being around them. They had a lot of grace for me when I made mistakes. They kind of puffed up my ego. When I was doing well, we found common interests or developed them on. They never took cheap shots at me, even in private. If they were going to be constructive, they tried the most sensitive way to do it. That didn’t deflate me. And so it just it ends up being. Gosh, I went. When do I get my next time with Susan? Tony Learn Thio kind of, you know, to commiserated, to celebrate. It’s just always like a special thing. And so you know, they make more time for it, and you developing that personal chemistry. Even if you’re very different people like we were, you could develop it, but it it it needs to be a, you know, a high priority

[00:43:19.30] spk_0:
on. It’s not all sunshine and rainbows in the C e o chair relationship. Like any relationship, let me take this last break and we’ll come back to Gilling with tension points.

[00:43:31.35] spk_2:
Turn to communications. Do you find yourself scratching

[00:43:39.57] spk_0:
your head, wondering how some nonprofits always seem to get mentioned in the news? It’s not because they’re big here. We are talking about relationships. It’s because they have relationships with journalists when they don’t want to be quoted, they just have

[00:43:48.44] spk_2:
a relation. They’re not looking for something they have a relationship

[00:43:59.65] spk_0:
of standing relationship with journalists turn to can help you do that. Their former journalists, including from the Chronicle of Philanthropy. So you want to build those relationships in advance. So when the news breaks and you can contribute to it and want to be seen on an issue, you’ve got the standing relationship. Your call, most likely more likely than not, will be taken over not having that standing relationship. They return hyphen to dot CEO.

[00:45:00.25] spk_2:
Let’s do the live listener love and there’s quite a bit of it we are in. Ah, it’s the start. Domestic Woodbridge, New Jersey Tampa, Florida New York New York multiple. Glad to see you. Thank you very much. New York, um, live love to each of those cities as well. A Seattle, Washington in Chicago, Illinois, um, as well as Lincoln’s in North Carolina. Well, cool North Carolina. I’m in Emerald Isle, not today, but, uh, live love. I’ve loved to each of our domestic live listeners. Now let’s go abroad. Seoul, South Korea. Always so loyal. I’m always so grateful. Seoul, South Korea Multiple listeners Annual Hasso comes a ham Nida Woodbridge, New Jersey

[00:45:05.27] spk_0:
No, I’m sorry. That’s not fair. Not that’s That’s, uh that’s not foreign. That’s not very funny.

[00:45:07.74] spk_2:
I’m from New

[00:45:08.17] spk_0:
Jersey. So you know, I’m from I grew up in Rutherford Multiple,

[00:45:44.57] spk_2:
Fukuoka, Fukuoka, Japan. Often we have Japanese listeners. Thank you, Japan. Konnichi wa um Chapultepec de Chapultepec Day. Hinojosa, Mexico When I started this when you start this France Rahm bouquet that was the same city was with us last week as well. Rambo. Yea. And I apologize if I’m not pronouncing it right. But live love Thio out to our for listeners officers in France, um, Oxford in the United Kingdom and also in Korea Sue on Oh, someone else. Besides, uh um besides soul thank you. Live love out to you. Riyadh, Saudi Arabia, Russia, Moscow. We’re, uh not quite Everyone say every hemisphere I mean every continent, but we’re close live love

[00:46:45.55] spk_0:
to each of our live listeners. Thank you so much for being with us and the podcast pleasantries toward over 13,000 listeners. In the podcast Pleasantries to you. I thank you for being with us week after week, whether you binge it all and listen to eight episodes on a weekend or you’re spreading it out. Pleasantries to our podcast listeners. Um, that was our Ah, live. Listen, love in the podcast pleasantries. And now back to, uh, CEO chair relationship, which we’ve got butt loads more time for. Ah, and Alex counts. Okay, Moments of tension. They’re gonna crop up

[00:47:51.47] spk_4:
inevitable in a certain way. Healthy. I remember. And in the article I talked just referenced in passing that, you know, one time I had some tension with Susan Davis and I went to the vice chair kind of probably overreacting to that and wanted to try play Mommy off against Daddy or something, you know. And Yvette Dyer, who is our vice chair at the time, said very profound and basically said, You know, the tension is an inbuilt part of that relationship, even when it’s the healthiest. And as I thought about that more I thought about you know, your non profit executive directors. Sometimes they’re too aggressive, they need to be reined in, and the board feels it. But it’s really the responsibility that share to give that feedback. On the other hand, some this wasn’t so much my fault, but some executive directors and CEOs are too cautious. I need to be pushed to be more aggressive and had Ah, And again that will come, uh, probably is the sense of the board, but often best conveyed by the chair. And initially, that may not be that well received, um, and and may create some tension. But again, there’s in all healthy relationships, especially this one. That’s that’s one of the aspects of it. And once I realized that and you see, I had the benefit when I was working with Susan, that I’d already been the chair of another non profit board. She had previously been the executive director of a nonprofit, so we kind of understood you

[00:48:12.53] spk_0:
had been in each other’s roles. Very important, always

[00:48:15.15] spk_4:
possible. But but but actually quite it valuable it You’ve kind of sat in that person’s, you know, chair and and you can understand a little bit more why they’re doing what they’re doing on DDE. And so that that tension just was, you know, was really part and parcel of a healthy relationship. Is, as I came to see, not didn’t see that you immediately

[00:48:36.62] spk_2:
too timid sometimes CEOs in what respect? Not aggressive. Just

[00:50:05.15] spk_4:
say, you know whether it’s setting their annual goals for, you know, whatever societal positive impact they want. Or some CEOs want a stockpile money rather than spend it on their programs of their team star of the organization. Just because they just they’re always worried about running out of money. So or sometimes it’s about, for example, keeping it a non performing employees on giving them one more chance that could go on for four or five years and on. And, you know, there was one case where I probably stuck with it. A chief operating officer longer than I should and a board chair came in and said, You know, when you’re gonna ease him out. You know, he’s creating a lot of dissension in the organization. Even that was raging, reaching the level of the board. And I needed to be pushed Thio to recognize that this person wasn’t performing and so get my errors would tend to be more about being too aggressive, too much of a risk taker, and I would need to be reined in. But like I had my examples where I was foot dragging and on the board. If the board doesn’t tell you that your your staff probably won’t directly on dhe. You know they’re the ones that to be a kind of observe your performance and push you. And of course, ultimate decision usually remains yours. But if you don’t follow that enough, you’ll find yourself out of a job at some point. And so if there’s a there’s a kind of a creative tension there,

[00:50:06.72] spk_0:
particularly staff won’t tell you if it’s the c 00 that we’re talking about. Yep, that’s the source.

[00:50:13.58] spk_2:
You liketo have staff participate, attend

[00:50:21.06] spk_0:
and participate board inboard means and not just the C suite. Yeah, that’s what

[00:50:21.61] spk_4:
I did something that people who it

[00:50:24.35] spk_2:
kind of

[00:50:51.40] spk_4:
naturally evolved in Grameen Foundation, where from when we had a very small staff initially is you know, I would have some staff that would present to the board. Maybe they weren’t as good at presenting his. I was. Maybe they were better, but but to give them that experience, to demystify what the board is by having them, and the board could see the quality of staff I had, whether it was, hopefully they were impressed. Sometimes they’re, like, you know, realize that you had why I had to step in and do this, but I ultimately not only had the senior staff as we grew, you know, sit around the board table and either present or observed, but I would say any available staff member quite radical. Could you sit in an outer ring and observe? And it just it had this kind of ability to demystify the board where a lot of non profit employees like

[00:51:08.63] spk_2:
What is

[00:52:23.45] spk_4:
the board do and they’re not doing enough. And what’s their role? And why do we have to work so hard to prepare these board meetings and when they can actually sit there and observe the board deliberating and we would we would go one step further, which is where a t end of the board meeting the board would all leave board members except for the chair, and I would facilitate a debrief with all the staff who were present. Summons might be 2025 staff members, and they could all say, I thought the board had a really intelligent conversation about that. I thought that they totally avoided this topic and had a really, you know, bad discussion about it, and we would just we wouldn’t try to argue them. And so it because a lot of people came to work for me, as I learned is that the board was this mysterious thing where the CEO would go off in a room and maybe the CFO would make a 45 minute presentation and then be ushered out of the room. And it just felt like a this kind of secret society that was making decisions about them that they had no visibility into. And I kind of went the other way of just absolute transparency, including sometimes the board. My staff would see the board grilling me, and they would see me sometimes perform well and defend their interests. You know, some board member wants a new program that made no sense, and I would say, No, we’re not gonna do that makes no sense. And sometimes they’d see me stumble. But again, it just made it more of a human, just just just a group of people trying to help us in a different type of role than you have and let them watch you at times and you get to watch them perform and evaluated and and so it just took all that mysteriousness out of it, and I thought was healthy. Now, at times, you know, I did. I have an occasional board member say, Well, what

[00:52:43.95] spk_2:
if we What if

[00:52:47.15] spk_4:
we close down this whole project? You know, maybe that would be a good idea. And then the people running that project sitting in the background Does it cause anxiety that you need to manage? Yes, there were. There were problems with that. But the benefits way far outweigh the costs in my mind.

[00:53:01.32] spk_0:
Okay. Interesting. Yeah, The typical is staff member of presents, and then is, as you said, ushered out. Yeah.

[00:53:12.65] spk_2:
All right. Awesome. Opening our minds. Um, you have some thoughts

[00:53:13.51] spk_0:
about upgrading aboard where we have, like, two minutes or so left or something. So

[00:53:18.60] spk_2:
we got a good

[00:53:19.21] spk_0:
Okay, we have about three minutes left up the timeto upgrade first. What do you mean by upgrading aboard? Well,

[00:54:16.61] spk_4:
I I believe that I’ve studied it. That about 80% of non profit boards in this country or some version of dysfunctional either micromanaging or only 80 or well, you think that low occasionally I say that I ask people who challenge me and more often it’s that they think it It’s more than that. But whatever most up a solid majority and the reason s O I. What I say is, Is that it? You know, if you’re upgrading, I’m saying, if you want to take a dysfunctional board to mediocre or a mediocre board too high performing it could be done. But you need to do a couple things. One. Is there no quick fixes? If anyone tells you they can turn a board materially increase their performance in 90 days, adopting you know, four techniques. It’s not gonna happen if if you want to increase the quality aboard materially, significantly mark your calendar 3 to 5 years in the future. And one of the things I most often hear from executive directors is, Well, I’m gonna wait for my board to start performing, and then I’ll really engage them on and support them. But they need to prove to me, and I said, No, that’s the wrong way. Look at it. You need to start treating them now. Whoever is on that treat them now is if they’re high performing, bored, invest in them that way and then given a couple years of lag time, they’ll emerge to be the board that you deserve. But you need to treat them now like they’re the board that you deserve, even though they’re not yet, um, and so

[00:54:47.20] spk_2:
that may just

[00:54:47.78] spk_4:
spending intensive time, helping to create real wins for them and a great experience of being on the board, which is gonna be different for each board member

[00:54:55.99] spk_0:
and challenging them to spend more time to get more responsibility.

[00:54:59.46] spk_2:
That’s right, but also

[00:55:00.20] spk_4:
making it making it pleasurable and enjoyable for them to do so not because their guilt or manipulation, but just out of a sense of opportunity. So again I go into in the book, I talk about how once that once I kind of got that at the care and feeding of board members. I think most executive directors and CEO spend probably could spend 3 to 4 times Maur of their time and effort in cultivating these board members. And the payback is immeasurable. But it’s it’s not gonna happen 90 days if if you’re if you’re gonna just read an article in the Stanford Social Innovation Review, apply a few techniques and then you know are they performing better in 90 days. It’s just not. That’s not how groups evolve and function. But if you do it over an extended period aboard, and then you just add one good new member a year. Ah, and they raised the level of everyone a little bit, and that’s that’s how this goes. But if you stick with it for a couple of years, it could be miraculous.

[00:55:59.64] spk_0:
We’re gonna leave it there. That’s outstanding. Is Alex counts his book again, changing the world without Losing your mind? Leadership lessons from three decades of social entrepreneurship. You’ll find him at Alex counts dot com and at Alex,

[00:56:14.52] spk_2:
counts. Thanks so much, Thank you Pleasure. Next week, our Innovators,

[00:56:30.41] spk_0:
Siri’s continues with the return of Peter Shankman on neuro Diversity. What that means for you as an employer and for your employees, the those who are New road divergent. If you missed any part of today’s show, I beseech you, find it on tony-martignetti dot com were sponsored by wegner-C.P.As guiding you beyond the numbers wegner-C.P.As dot com

[00:56:41.16] spk_2:
by Cougar Mountain Software Denali Fund. Is

[00:56:59.82] spk_0:
there complete accounting solution made for nonprofits tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial and by turned to communications, PR and content for nonprofits. Your story is their mission. Turn hyphen to dot CEO. Our creative

[00:57:00.60] spk_2:
producer is Claire Meyerhoff.

[00:57:41.08] spk_5:
Sam Liebowitz is the line producer on the board shows. Social Media is by Susan Chavez. Mark Silverman is our Web guy, and this music is by Scott Stein of Brooklyn, New York, with me next week for non profit radio Big non profit ideas for the other 95% Go out and be great talking alternative radio 24 hours a day.

Nonprofit Radio for December 20, 2019: Impeachment, Say What? & #SaveDotOrg

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Gene Takagi

Gene Takagi: Impeachment, Say What?
What’s your nonprofit allowed to say about President Trump’s impeachment and potential removal from office? What about the 2020 election? What’re your employees allowed to say, where and when? Gene Takagi has the answers. He’s our legal contributor and principal of NEO, the Nonprofit and Exempt Organizations Law Group.

 

 

Amy Sample Ward

Amy Sample Ward: #SaveDotOrg
There’s a possibility that management of the .org domain will be privatized. The #SaveDotOrg movement thinks that’s a bad idea. NTEN is part of the opposition movement and Amy Sample Ward explains why. She’s our technology and social media contributor and CEO of NTEN.

 

 

 

 

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[00:00:12.14] spk_1:
Hello

[00:00:41.93] spk_2:
and welcome to tony-martignetti non profit radio. Big non profit ideas for the love, their 95% under aptly named host. Oh, I’m glad you’re with me. I’d turn extra tropic if I saw that you missed today’s show. Impeachment. Say what? What’s your non profit allowed to say about President Trump’s impeachment and potential removal from office? What about the 2020 election? What do your employees allowed to say, where and when? Jean Takagi has the answers.

[00:00:43.68] spk_3:
He’s our legal contributor and principle of neo the non profit and exempt organizations Law Group,

[00:00:51.04] spk_2:
then save dot or GE. There’s a possibility

[00:00:53.45] spk_3:
that management of the dot org’s domain will be privatized. Save dot org’s movement thinks that’s a bad

[00:00:59.84] spk_2:
idea, and 10 is part

[00:01:01.88] spk_3:
of the opposition movement. And Amy Sample Ward explains why she’s our technology and social

[00:01:06.93] spk_2:
media contributor and CEO of 10 on tony Steak, too.

[00:01:14.04] spk_3:
Thank you for 2019 were

[00:01:14.24] spk_2:
sponsored by wegner-C.P.As guiding you beyond the numbers wegner-C.P.As dot com. But Cougar Mountain Software Denali

[00:01:54.24] spk_3:
Fund is there complete accounting solution made for nonprofits tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial and, by turn to communications, PR and content for nonprofits. Your story is their mission. Turn hyphen to dot CEO, and I’m hoping that we’re gonna welcome Jean Takagi back. Do we have him? We’re trying. OK, uh, he’s in. Is he in the conference? Okay, we’re trying to call the conference, so I don’t know. Gene probably cannot hear us. So what we’re gonna be talking about is, um,

[00:02:02.93] spk_2:
some some stuff on, uh, what’s permissible

[00:02:37.85] spk_3:
for 501 See three’s to talk about, um, whether it’s around impeachment or the election election earing things like, Are you allowed to host a candidates forum? Candidates debate. Um, what about promoting issues versus candidates? What do your employees allowed to do? And that’s Ah, that’s what we’ll be covering. We’re gonna

[00:02:38.21] spk_2:
do Jeanne Jeanne! Jeanne! Jeanne! Jeanne! Jeanne de la machine. We got him. Jean Takagi is the managing attorney of Neo,

[00:02:44.28] spk_3:
the non profit and Exempt Organizations Law Group in San Francisco. He edits the wildly popular non profit law block dot com and is the American Bar Association’s 2016 outstanding non

[00:03:02.08] spk_2:
profit lawyer. He’s at G tak. Welcome, Jean Jean. Great. Ah, great to have you. I know you were there, but we were having

[00:03:04.94] spk_3:
trouble getting in. But now we’re now we’re in, You’re in and we’re

[00:03:12.26] spk_2:
in and s so it’s a very communal Wonderful Are you doing out there? Looking forward to holidays? I’m sure

[00:03:15.50] spk_5:
I am. How about you turning

[00:03:17.13] spk_2:
very much? Yeah. I love this

[00:03:18.50] spk_3:
time. Uh, we have a couple of weeks off from the show, and I have nothing scheduled for a couple of weeks. So, uh, it’s

[00:03:25.47] spk_2:
good time, too. I mean, I’ll be working light work light, I guess. And good time.

[00:03:30.99] spk_5:
Same way.

[00:03:31.64] spk_3:
Yes. Excellent. Good for you. And

[00:03:33.71] spk_2:
good time for reflection.

[00:03:38.44] spk_3:
I think on the new year, I like that you have any, uh, any goals for Ah, 20

[00:03:42.73] spk_2:
20 that you want to share or anything exciting coming up in 2020.

[00:03:53.29] spk_5:
Really excited. My partner, Aaron, Brad, Rick and I are going to be teaching a course at Columbia University starting in January, so we’re really looking forward to that in their non profit a management program.

[00:03:59.50] spk_3:
Wonderful is not gonna bring you to New York or you teaching virtually.

[00:04:03.29] spk_5:
We’re teaching online, but we may make out a trip itude in New York

[00:04:07.89] spk_2:
trip or two. But you gotta let me know. Of course.

[00:04:10.12] spk_5:
Absolutely.

[00:04:16.83] spk_3:
I mean, unless you want Oh, yeah. I hope you don’t want to stealth in and stealth out. Not not. Talk to me. I certainly wouldn’t do that if I were visiting San Francisco again.

[00:04:20.94] spk_2:
Um, okay, so let’s start with the most timely.

[00:04:30.74] spk_3:
Um, President Trump was impeached two days ago in the U. S. House of Representatives. Um,

[00:04:31.72] spk_2:
what’s, uh what can we talk about?

[00:04:33.38] spk_3:
If we’re 501 c three around that

[00:04:48.90] spk_5:
Well, it’s a great question and, you know, because they’re different types of 501 see threes and different types of non profit. I should make clear that we’re only talking about public charities here. There’s different rules for different other types of organizations, including private foundations for public charities. There’s quite a lot they can talk about.

[00:04:56.93] spk_2:
OK,

[00:04:57.64] spk_5:
we should also differentiate between impeachment, which has already happened, and the removal from office, which is still going to be a matter of legislative action, specifically a supermajority vote by the Senate whenever they get that before them.

[00:05:11.85] spk_3:
And

[00:05:12.57] spk_5:
I know that’s related issues.

[00:05:16.20] spk_2:
Okay, uh, because there go ahead. Yeah. So Well, why? Why? Why do we

[00:05:21.09] spk_3:
distinguish between those two. This is a big

[00:05:24.51] spk_5:
authority happened,

[00:05:25.38] spk_2:
Yeah,

[00:05:32.43] spk_5:
so because it’s already happened, you know, charity are fairly free to comment on

[00:05:33.34] spk_2:
that action. They’re

[00:06:33.93] spk_5:
also free to comment about how they feel about governmental leaders in doing their jobs. And, you know, it might be really important to do so in the context that it may really impact the charity’s mission. And, you know, for example, I would think that charity to mission is to end hunger, for example, for for American suffering from poverty. They might have a great deal to say about the administration’s rule to end food stands for like about 700,000 people. You know, the 700,000 people are making, on average 2200 and $50 a year. And if you want to comment on that at a charity, that’s okay the same way you can comment on the impeachment whether you think that that was proper or not. But what may not be okay if you’re gonna be talking about the electability of that person for or in any way talking about the upcoming election so you can talk about impeachment in and of itself on dhe. Whether it was, you think it was right or it was improper. But you can’t start to talk about, um, or start to influence the upcoming election. So that’s a little bit of a fine line. Thio. Walk on

[00:06:58.93] spk_3:
okay, and we’ll get to the election and election hearing. What about the coming potential removal from office, The trial in the Senate and, you know, advocating one way or the other for what you think. The Senate, your organization thinks because we’re talking about the organization level, we’ll get. Individual employees will get to that, too. But what your organization thinks about removal from office.

[00:07:14.68] spk_5:
So you know, there’s no absolute guidance from the i. R s on the impeachment of the president. Surprise. But, um, there’s It’s generally thought to be attempting to influence the legislative action inaction by the Senate.

[00:07:26.24] spk_2:
The mall’s

[00:07:51.21] spk_5:
within the tax laws, definition of lobbying and not political campaign intervention. So we know that there’s an absolute bar to, um, you know, endorsing or supporting or opposing candidates for public office. That would be election hearing in that not allowed by any type of 5 23 but public charities are allowed to engage in lobbying so long as it’s considered not substantial, and commenting on a potential legislative action like the removal from office action that will fall before the Senate would be considered lobbying. And to the extent that charity can lobbying and there are some limitations involved, the charity would be free to do so. But again, it has to walk that fine line because we are coming up to an election year on. Dhe has to look like it’s not trying to influence the election itself. So you don’t really want to talk about other candidates for office or on the general overall qualities of Trump as a candidate for another four years. But you want to talk. If you want a charity, you want to talk about the removal from office specifically about what, before the Senate. Why, why would he be removed from from the office? So you’re really took ing taking a look at those two articles of impeachment and commenting on the merits of those articles?

[00:09:02.54] spk_3:
Okay, understand? We need to take our first break when we come back very shortly. We’ll, uh, well, we’ll talk more about lobbying and what’s allowed, not allowed there. And, uh, we’re taking a break for, um, for wegner-C.P.As. Of course, in the new year, might you need a C p. A, whose service is excellent, who provides clear directions and timetables and who’s easy to work

[00:09:10.88] spk_2:
with. That’s not me talking.

[00:09:22.82] spk_3:
That’s from the testimony. Old. That’s not my opinion. That’s, Ah, the opinion of someone who’s worked with not with wegner in the past, a CZ you’ve heard the past few weeks. So if you

[00:09:26.02] spk_2:
do talk

[00:09:39.50] spk_3:
to partner, you eat each tomb. He’s a good guy. No pressure wegner-C.P.As dot com And now let’s go back to Jean Takagi and Impeachment. Say what? Okay, we’re

[00:09:39.89] spk_2:
allowed to do some

[00:09:56.68] spk_3:
lobbying, you said, as long as it’s not substantial. Uh, how do we measure substantiality? Substantial ability. Substantiality substantiality. I think it’s I think that’s what This How do we make whatever helps called Republic

[00:10:33.26] spk_5:
charities there Two ways to measure it? Sort of. The default way is just what the law cost backs and circumstances, and that leaves it up to the Iraq to determine whether you’ve engaged in too much lobbying or not. And if you want to challenge it, ultimately, a court and nobody really wants to go down that route. So, you know, professionals typically uses guidelines. You know, there was this old case that said, you know, 5% of your resource is that should be okay that, you know, anything under 5% should be okay. You want to think about your expenditures, your volunteer time? You know the amount of publication space you’re giving all of those things. If it’s about 5% or less of your resource is you’re probably not too worried about exceeding the lobbying threshold under that backs in circumstances.

[00:10:42.37] spk_3:
Okay, Yeah. 55 percents pretty low.

[00:10:46.35] spk_5:
Yeah, it’s pretty low. Um, but, you know,

[00:10:48.39] spk_3:
for some

[00:11:26.97] spk_5:
organization, that’s all they want to do. But you know, the better choice for the vast majority of charities. And I would say, almost the no brain and choice for charities that are not churches who are ineligible to do this but share other charities that are eligible to make the 5018 lobbying election. I’m. And that that is just a basically 1/2 page born where you put name, address and check a box on it. If you make that election of the charity which could do it any time at all. Um, you get thio, measure your lobbying strictly by your lobbying expenditures, and the limits are just so much more generous.

[00:11:27.98] spk_3:
Okay,

[00:11:28.59] spk_5:
so it’s 20% of your 1st $500,000 of what they call exempt purpose expenditures or mission related expended

[00:11:36.12] spk_3:
choker.

[00:11:36.75] spk_5:
20% of that

[00:11:40.62] spk_3:
100 $100,000 right there and it’s it’s deemed non substantial.

[00:11:46.76] spk_5:
Yeah, yeah, And there’s a separate limit for grassroots lobbying, which is lobbying a different type of lobbying, where you’re not going straight to a legislative body or an employee or member of the legislative body. But you’re going to the public and you’re asking them to contact a member of the legislative body and you have a called action included in that. So if it’s grassroots lobbying, it’s 25% of that total lobbing limit.

[00:12:11.99] spk_3:
But

[00:12:51.64] spk_5:
expenditure limits under Bible one h are much, much more generous than that 5% kind of rule of thumb that we look at the other time again. Um, a big, big tip for any public charity that wants to, um, discuss the removal from from office, um, stay positions on that before it gets to the Senate or wallets in the Senate, the 501 each election could made and be made any time. And it will be effective for the year. And would you make the election? If you decide you don’t want to, you know, continue electing it. Which might be the case for super big charities. Um, where the 5% could actually be, You know, a lot of money you could, you know, revoke your election that anytime after as well by just filing the same form and checking a different box. So a no brainer election for most public charity.

[00:13:00.35] spk_2:
Okay. Okay. So and we’ve talked

[00:13:15.52] spk_3:
about this before. I was probably the April 2016 which was the last election year. Um, you and I talked about advocacy generally, and I think the 501 h came up then. So you’re still a five. A one c three. You’re just making this 501 h election for the year.

[00:13:23.94] spk_5:
Right? So

[00:13:24.75] spk_2:
what do you

[00:13:25.08] spk_5:
make it?

[00:13:25.49] spk_2:
Your sort

[00:13:26.16] spk_5:
of permanently on that until you revoke it. But all it does that 501 age super easy election to make this thing. We don’t want to tell the IRS everything about our lobby. We just want the IRS to measure our lobbying on what was spent. We don’t want to try to estimate volunteer time How much of our office space is dedicated to lobby? We just want to tell them exactly what we spent and recorded on our financial for a lot. So, so much easier to report, so much easier to track. The limits are much easier. And if you violate it, if you go over the lobbying limits without the election, that facts and circumstances test.

[00:14:00.03] spk_3:
Yeah,

[00:14:00.37] spk_5:
you violated in any one year, you can lose your Bible. One secret that

[00:14:04.58] spk_3:
Okay,

[00:14:04.93] spk_5:
But if you make the election, you have to violate it over a four year period, not just one year, but over a four year rolling calendar. And then you have violated by more than 50%.

[00:14:16.61] spk_3:
Wow. Okay, so that

[00:14:18.03] spk_5:
that’s just so much more advantageous.

[00:14:39.09] spk_3:
It is sort of a no brainer. And for those much generous, much more generous limits. Okay, cool. All right. 501 inch. Thank you, G. Um, what about our our individual employees? What are in terms of what resource is they’re using when they speak, when they when they speak publicly? What? What are the rules around employees?

[00:15:56.92] spk_5:
Well, you know, first thing to recognize is is individual tax First Amendment rights, right? So they have the freedom of speech. They have the freedom to say whatever they want. Charities shouldn’t control what you know their employees or their directors or officers are saying in their individual capacity. But they should control what they’re saying as representative speaking on behalf of the charities. So there’s that distinction to make so again don’t control what you know your your employees and your staff members and volunteers are saying about impeachment or removal or any other wegner slate of action or political endorsement. But make sure that they don’t use any charity. Resource is in doing so, and that’s really important. Don’t let them use their work email address. Don’t let them use the work. Tell a boat. Don’t let them perform those activities. If they’re, they’re, you know, working on campaigns in the office and the charity’s office. And if they should put their name on with the name of their employer, which is a charity on like an endorsement list of a political candidate. Make sure that there’s some sort of Astra’s back says that the name of their employer is only listed there for identification purposes and doesn’t represent an endorsement by the charity itself.

[00:16:22.14] spk_3:
Okay, Okay. Um and so what? What employees do on there personal time and their personal Facebook Twitter email all all, uh, really of no concern to the to the charity.

[00:16:28.54] spk_5:
Yeah, but social media is actually a good point about hitting that gray area, tony, because you probably follow your twitter, tony. So you

[00:16:37.06] spk_2:
probably follow you

[00:16:42.79] spk_5:
individuals who are on Twitter who have both their name and their charity affiliation like listed?

[00:16:46.34] spk_2:
Yeah, in

[00:16:55.29] spk_5:
their account, it might be in their Twitter handle, or it might be in their short bio underneath. You know, the Twitter handle. And that’s where it becomes kind of tricky. Who does that Twitter handle belong to? Does it belong to the individual or doesn’t belong to the charity And could the chair to get in trouble if there is a political endorsement or a statement of opposition to a candidate for public office?

[00:17:12.21] spk_2:
Yeah, I always

[00:18:04.09] spk_3:
have presumed. Although I’ve never followed upto see whether my presumption is, uh is accurate that someone who has the charity name in there either in their handle or, as you say in their short Twitter bio, has another account that doesn’t talk about the charity, Asai said. I never have investigated to see whether they do or not. I’m following their charity account. Um, so maybe maybe people don’t. But that would seem like the better the better practice. And especially if, I mean, shouldn’t that be in a, ah charities social media policy that if you’re going to use the charity name, you know, there are prohibitions around what you can do with that and then and we encourage you? Or we insist that you have, ah, private well non A non charity Twitter account for all other all other non work purposes.

[00:18:56.44] spk_5:
Yeah, conservatively. You know, I kind of like that type of policy, tony. But for practical purposes, it’s kind of like our president or or Hillary Clinton when she was running, separating their kind of personal accounts from their work account. Um, there they are co mingled all the time, and not just by charities and their employees, but by four profit in their employees, so disclaimers can work outright prohibitions and requirements that they have a separate, Um, a Twitter account or face social media account may be helpful at times, but often times you know they’re just going to combine the two. So, um, just be careful about that one thing about, you know, sort of the election hearing prohibition that you can’t endorse or oppose the political candidate. One thing did note is that the Republican Party platform and President Trump himself said they really don’t like that Prohibition often referred to as the Johnson

[00:19:14.09] spk_3:
and Johnson

[00:19:14.70] spk_5:
talked about that before.

[00:19:16.87] spk_2:
Well, they

[00:19:17.05] spk_5:
want to get rid of it, although most the vast majority of charities. And I think the mast majority of churches. I don’t want to get rid of it because I could turn all charities into these election vehicles for where donors say, You know, I’m not gonna give you this donation unless he said a message to all of your members and donors of, you know, in support of a political candidate, and that would suddenly be okay.

[00:20:05.12] spk_3:
Yeah, that’s we’ve been talking. We talked about that. Probably when it around the time it first became a proposal, or at least well, I guess it’s been in the platform. The party platform, you’re saying. But there was some There was more talk about it, I don’t know. A year and 1/2 for two years ago, and we, you and I discussed the Johnson Amendment. Um, it hasn’t happened. Maybe because of the nonprofit community opposition. What what’s your scent? You were you were monitoring that very closely. What’s your sense of where it stands?

[00:20:57.67] spk_5:
Yeah, you know, I think the non profit community’s opposition was very, very helpful in that there were there were others who were opposing it. A CZ well, with a matter of policy. And I think as people got more educated about it, it became less and less popular. Um, it was a way for dark money. T sort of enter into the political system where we didn’t really know where the sources were in. People were getting tax deductions on top of it. So it’s something that be really bad. But the reason why I brought it up here is because if an organization wasn’t quite sure, it was speaking out on impeachment or removal from office, and you know we may be crossing that line. Well, conservatively, I would say, Yeah, the closer we are to election time, you’ve got to be careful even within the bounds that I said that it might be a lobbying activity and not, uh uh, banned political campaign activity. But closer do you are to election that could turn into what looks like a political campaign activity. If you’ve never spoken about the impeachment itself, and you just never it looks like your charity was never interested in the issue until just like, you know, a few months before the election with the

[00:21:25.32] spk_2:
happened that

[00:21:48.92] spk_5:
looks like this casted election hearing communication. But overall, I’m not sure that the I. R s and the current executive branch is really that interested in enforcing the political prohibition laws because, you know, doesn’t resonate with what their messaging has been. Maybe a little bit risk. And it would have been for four years ago.

[00:21:49.85] spk_2:
Okay? Yeah. You still

[00:21:56.54] spk_3:
want to err on the side of caution, right? I mean, I, you know, because they there could be some exception to their enforcement activity or priorities or something. So but

[00:22:01.99] spk_2:
you’re you’re the

[00:22:11.33] spk_3:
conservative conservative guy, at least in terms of legal legal advice of the legal advice side. You know, um, least that’s Yeah,

[00:22:13.26] spk_2:
that’s always been your You. You’ve always been cautious

[00:22:15.77] spk_3:
about advice you give. Yeah,

[00:22:41.47] spk_5:
Yeah, I think when we have a lot of smaller to medium sized organizations amongst the client, there’s just less risk capital, you know, private foundation with, you know, $10 billion might have a little bit Arjun for taking a risk and maybe fighting it in court if they felt like the I r s sir. Uh, neutrino general not correct in their interpretation of whether a lot was violated. But for most small and medium sized charities, they can’t afford to have that battle.

[00:22:49.70] spk_2:
We’ve been

[00:23:15.61] spk_3:
talking mostly about candidates. You mentioned a little bit about issues, but let’s make issues issues clearer versus candidates. Are you saying that if you’re non profit now, as an organization has has been following an issue for a long time and not just doesn’t just start commenting, you know, 60 or 90 days before an election, then eyes that part of the facts and circumstances test for people who don’t for organizations that don’t take the 501 h election. Is that Is that one factor?

[00:24:01.94] spk_5:
Well, just commenting on issues themselves, it was If it isn’t stating a position on a piece of legislation, you’re free to do that all you want. So if you’re educating the public about a particular issue, whether it be climate change or, um, you know, immigration, um, you couldn’t talk about broader issues and educate the public. You know, if you’re giving material facts and you’re doing it in a non part of objective and fair manner, that that should be sort of a fundamental thing of what you do if it’s gonna help further your mission. But when you start to comment on a particular piece of law or legislation and say, you know, this is either a good piece of legislation or this is a bad piece of legislation

[00:24:11.27] spk_3:
or this

[00:24:11.70] spk_5:
new legislation that we need now you’re entering into the realm of lobbying and subject to those limits that we just discussed the 501 h limits or the the facts and circumstances with

[00:24:26.22] spk_4:
Okay. Okay. Um,

[00:24:28.72] spk_2:
you still there, June? I am okay. Yeah. You

[00:24:41.39] spk_3:
Ah ah, word or a syllable at a time seems to pop out, and then it got quiet. So I I, uh I got concerned. Okay, You’re still with us. All right. Good. Um, thank you for flushing that out.

[00:24:43.22] spk_2:
What else? What else

[00:24:44.49] spk_3:
do you think listeners need to know?

[00:26:06.27] spk_5:
Well, there are all sorts of other things that public charities do around election time. Um, you know, they can’t endorsers support any candidates for public office, But the concert, we engage in voter registration and get out the boat drives. You see that all over the place, and you’re gonna continue to see it over the next year. So a CZ longer again there, you know, conducted in the neutral, non partisan matter without reference to, you know, any of the specific candidates or political parties, you can host a candidate debate or forum. I think many of you have seen those, uh, you know, hosted by a public charity. And again, the purpose of the, uh, debates reform should be for educating the public. So you have to be very careful about not doing it in a partisan man is not with leading questions or a selective choice of topics that that might influence the public one way or the other. Be careful about your selection of moderators and how you comment on the candidate’s response. Yes, I want to be careful about the time allotted to each candidate. You know, it would be very wrong if you allowed just one candidate. If there is, it just came down to the presidential race, for example, and you let one party’s candidates speak for 90% of the time and the other candidates to be 10% of the time. It will be pretty clear where that charity is leaning.

[00:26:28.95] spk_3:
Okay, So to borrow the old Fox News motto, you need to be fair and balanced, but not fair and balanced like they were where a court ruled that they were de facto, not fair and balanced. Need to be really fair and balance. I think

[00:26:29.39] spk_5:
that’s that’s right,

[00:26:30.53] spk_2:
and and

[00:26:35.50] spk_5:
obviously a charity will have its own mission statement to think about. But they’ve got a sort of put it in their back pocket a little bit when they’re designing those type of debates. Reformed Also, voter guides, Kennedy questionnaires, um, also permissible and even candidate appearances. If you’re providing equal opportunity for all candidates, you see that on television is Wow.

[00:27:05.64] spk_3:
Okay. Okay. Um well, we have just about a minute or so left. Uh, what? Ah, what do you want to leave us with for the for the year on this topic?

[00:27:17.93] spk_5:
Well, I think I’ll just say I think people should be really active in their advocacy. In furtherance of their mission. There are a few resources that are out there. Board sources stand for your mission. Campaign has some excellent resource is on the Alliance for Justice gives you more than mechanics of what I’ve been talking about. What type of advocacy, What type of lobbying, what type of political activities public charities could do on. There’s some nuances to all of this. There’s another layer of election law that may be on top of all of the tax law we’ve been talking about. So those resources are good places to go and go ahead and advocate as much as you can for your mission.

[00:27:58.17] spk_3:
Junior. So modest. Another very good source is non profit law blawg, which is at non profit law blogged dot com. And Jeanne, I wish you lots of

[00:28:01.34] spk_2:
let’s of enjoyment, lots of good time.

[00:28:03.07] spk_4:
Uh, I

[00:28:03.64] spk_3:
hope you enjoy your holidays and the New Year

[00:28:07.14] spk_5:
Happy holidays to you and your family. Tony,

[00:28:28.89] spk_3:
thank you very much, Gene. It’s a pleasure. And thank you so much for what you’ve done for 2019 and what we’re looking forward to. In 2020 he’s Jean Takagi, my pleasure, managing attorney of Neo, the non profit and Exempt Organizations Law group. He edits that non profit log log, and he’s at G Tak. Now it’s time for a

[00:28:33.08] spk_2:
break. Cougar Mountain software designed from the bottom up for nonprofits The same nonprofits we’ve been talking about, the ones, the ones we all know. Non profit radio, for God’s sake. What does that mean For you?

[00:29:00.64] spk_3:
That means fund accounting. No more spreadsheets to manage your restricted grant funds. Also fraud prevention and exceptional customer service. You’ve heard all that in the testimonials. Cougar Mountain has a free 60 day trial on the listener landing page at tony-dot-M.A.-slash-Pursuant. Now let’s transition,

[00:29:03.15] spk_4:
uh,

[00:29:03.88] spk_2:
subtly, but ah, but smoothly, uh, suddenly and

[00:29:27.75] spk_3:
smoothly to tony stick to and my thanks for you. Our listener. Listeners in 2019 were the number one podcast for nonprofits. Most listened to, uh, most longest running, most consistently produced, most sponsored just generically. Overall, you can say Number one podcast for nonprofits. And

[00:29:35.00] spk_2:
that’s because we have so many listeners. So I am grateful

[00:29:49.24] spk_3:
to you. Thank you for your listening If you have shared the show. I appreciate that as well. Thank you for that. That’s how we grow the audiences by listeners sharing what? What

[00:29:49.94] spk_2:
they believe is good content. So thank you with you. Listen, live or archive.

[00:29:54.54] spk_4:
It

[00:30:13.47] spk_3:
makes no difference. Thank you very much for listening. If you want to see my thank you wishes from the Chesapeake Bay, then you can view the video at my thank you video. Thank you so much. We

[00:30:13.61] spk_2:
have a B sample ward. We do not have

[00:30:55.80] spk_3:
any sample word. She hasn’t called into the conference line yet. Okay, well, uh, when when we do connect with her, um, we will be talking about save dot org’s. The issue is that the dot org’s domain that we all use I don’t use you all use. I actually don’t use I’m dot com for my for my business. Um, but you all use it. You know how important it is. There’s the potential that it will be managed by, ah company ethos, which is the water, you know, you may know ethos water. Um, that’s the company that may gain control of the dot or domain. And Amy and I will talk about how these things are all managed. Um, we

[00:31:03.55] spk_2:
have Amy as Amy called in yet

[00:31:40.84] spk_3:
means not. Okay, So what we’re gonna do is, um Let’s do the live listener. Love will do that. And if you will give me a nen dull Jin ce for a few seconds, I’m gonna get my phone and share with Emily. Amy sample Ward’s contact info so that Emily can text and call Amy. So hang on while I get my phone. Okay? The dreaded dead airtime.

[00:31:43.74] spk_2:
But I told

[00:32:11.54] spk_3:
you was coming. So, uh, you had you had time to prepare, so it should not have been dreadful. Uh, for you, So I’m getting her in my pulling up in my contacts. Okay, Emily, Here you go. There’s the ways to contact Amy. Sample word. Please Do use my phone actually, or whatever you want to use. All right, so we’ll be talking about dot Organ. There’s a movement. Does The hashtag is saved dot or Ge? Well, I’m only works

[00:32:29.19] spk_2:
on that. Let’s do the lifeless in love and it is extensive. My gosh, Um let’s go abroad first. Tokyo, Japan! Oh, konnichi wa Ramat Gone Israel! Welcome, Live! Listen, love to Israel as well as Japan. Gwangju, South Korea. You’ve

[00:32:35.28] spk_3:
been with us before. Gwangju. Thank you so much. Seoul, South Korea as well. Um

[00:32:41.53] spk_2:
Brazil. Mina Mina Gerais meant Minas Gerais. Jakarta, Indonesia,

[00:32:42.64] spk_3:
Capital of Indonesia, of

[00:33:07.84] spk_2:
course. Live! Listen, love Thio. Each of our foreign listeners and they continue coaching men city in Vietnam. And, uh, well, we see Vietnam from time to time. Thank you. Live low about to Vietnam and touch skin sherry in Uzbekistan. Yeah, it was Pakistan. Not too often, but we’ve heard from you before. So very glad. Very glad you’re with us. Who’s Becca? Stan? Vietnam, Indonesia, Brazil, South Korea, Israel, Japan.

[00:33:20.68] spk_3:
Multiple. South Korea, of course. Want credit that live? Listen, love. After each of those, uh, countries and coming abroad, we’ve got, um Brooklyn, New

[00:33:24.94] spk_2:
York, Cheyney State Park, Kansas. That’s interesting. Cheyney State Park. Are you actually in the state park? You can, uh that’s interesting. You listening from the State Park. Wonderful. I’m a very

[00:33:43.26] spk_3:
big advocate of state parks. Public lands. You got it. You gotta have park. That used to be the motto in New York City, but it applies throughout the country. Doesn’t matter. Of course you gotta have park green space. Um,

[00:33:49.29] spk_2:
Ashburn, Virginia. San Francisco, California, Tampa, Florida, Fairfield, Connecticut. Live love everywhere. We’ve got her. Okay, well, on the heels of the live love Let’s see now we got to make her wait,

[00:33:55.85] spk_3:
because there’s no way that I’m doing a lot of love without the podcast pleasantry. So now she’s gonna

[00:33:59.60] spk_2:
have to wait. She called in late. It’s our own fault. Um, the podcast pleasantries are over 13,000 listeners.

[00:34:06.65] spk_3:
You heard me say it on Tony’s Take Two. But

[00:34:09.17] spk_2:
I’m grateful. Thank you so

[00:34:10.49] spk_3:
much for being a part of our listener audience. The podcast listeners. Thank you.

[00:34:23.20] spk_2:
Any sample Ward. She’s our social media and technology contributor and the CEO of N 10. Her most recent co authored book is social change Anytime, everywhere

[00:34:26.74] spk_3:
about online multi channel engagement. She’s

[00:34:32.63] spk_2:
that amy sample ward dot org’s oh dot org’s. This is considered a potential personal personal threat dot ord and she’s at a me RS ward. Any sample ward. Welcome back.

[00:34:53.87] spk_0:
Thank you. I’m not sure what happened. I’ve been trying since, like, 10 20 to get in. And I assume I always assume user error trying to re dial, and it never let me in.

[00:34:57.38] spk_2:
Okay, Well, we had the same trouble

[00:34:58.91] spk_3:
here, actually trying to connect with Jean Takagi. We saw that he was in the conference system, but we couldn’t get in ourselves to connect with him so on. And so it’s probably not user error times, too. There’s something flunky.

[00:35:12.16] spk_2:
And the reason we’re using

[00:35:21.69] spk_3:
this conference system and rather than having you call the studio directly, which we almost always do, is because there’s some problem with the with

[00:35:21.81] spk_2:
the phone line. Four lines? Yeah.

[00:35:23.94] spk_3:
So we’re using the conference line. Of course, we need the phone line to get the company line, But

[00:35:33.87] spk_2:
anyway, well, you’re a technology technologist, our technology contributor. It’s wonderful until it fails. I mean, I’m almost I’m almost sorry for saying this. I do apologizing. That was gratified that you have trouble with technology too.

[00:35:43.21] spk_0:
Oh, don’t worry. People are always so happy when an 10

[00:35:46.72] spk_2:
says that something

[00:35:48.02] spk_0:
that happened because it’s so validating.

[00:35:51.43] spk_2:
You

[00:36:22.00] spk_0:
know, it happens to all of us, because at the end of the day, all these tools, they’re just tools, right? They’re not perfect systems. Humans built all of them and humans that themselves. They’re not perfect. So things are bound to happen. But I think it’s really interesting the way folks respond when something, you know, technological is happening. That is not what they want. You know, the folks who get really frustrated and upset, and it’s like, Well, sure, But you know, how far is that getting

[00:36:23.35] spk_2:
you

[00:36:24.02] spk_0:
or the folks who are like, Oh, I’m gonna you know, like MacGyver my way around, just like you all did. So good. Good for you for having a productive response,

[00:36:34.73] spk_2:
Thank you very much. And for you as well.

[00:36:36.44] spk_3:
You kept trying. And, uh, I could I could imagine that your frustration was growing as 10 30 Pacific time came and went, which is the time I I was expecting your call. I can imagine your heart rate was rising blood pressure as well. But you

[00:36:51.11] spk_2:
mean I mean,

[00:36:51.78] spk_0:
what could you know? I usually like to dial in early and listen.

[00:36:54.52] spk_3:
Yes.

[00:36:55.08] spk_0:
And so I tried. But

[00:36:57.23] spk_2:
you know, to know about it

[00:37:00.06] spk_0:
anyway, here I am.

[00:37:04.26] spk_2:
Indeed, let’s talk about save dot or ge I While we were waiting

[00:37:06.00] spk_3:
for you, I was introducing the topic. I explained the listeners that there’s the potential that the dot org’s domain could be managed by a private company

[00:37:20.46] spk_2:
ethos My saying that right? Or they are ethos right ethos. Okay, which is the water that they’re also there? I think

[00:37:25.44] spk_3:
they’re best known for water. At least that’s the way I know them. Their social.

[00:37:26.07] spk_2:
No, they’re

[00:37:26.36] spk_0:
brand new, so I don’t think they’re best known for anything.

[00:37:29.42] spk_3:
Oh, listen to the oh, we’re

[00:37:37.08] spk_2:
already getting. They’re already getting some attitude about this subject. All right there, Brandon. E. Hear it? I heard the tone. I know you. I heard that tone. All right, so this is not the ethos water company,

[00:37:42.12] spk_0:
brand new

[00:37:42.83] spk_2:
private

[00:37:43.21] spk_0:
equity firm.

[00:37:43.81] spk_2:
Okay. Oh, brand new

[00:37:45.14] spk_3:
private equity firm. Okay. I didn’t know it was brand new. I just kept seeing equity from All right. So

[00:37:49.39] spk_2:
let’s introduce, I think to get our way into this, we need to understand how

[00:37:54.06] spk_3:
this domain the dot org’s domain is managed. I mean, and I know you’ll be right. I know you’ll be judicious about acronyms because you don’t want to end up in jargon jail S o, I

[00:38:05.01] spk_2:
think. But I think it helps to understand how this

[00:38:07.05] spk_3:
thing this dot org’s is managed.

[00:38:13.47] spk_0:
Right. Okay, so I’m going to try and explain in some somewhat basic terms.

[00:38:18.47] spk_2:
Okay, But then

[00:38:22.62] spk_0:
I will rely on you to interject questions or fast forward or pause, you know, as I go.

[00:38:26.84] spk_3:
Okay.

[00:39:42.59] spk_0:
Okay. So the internet, everyone listening has used it. I’s probably using it to listen even And we know that website, You know, we don’t just write non profit radio. We write non profit radio dot whatever, and the part of the website that comes at the dot whatever follows is called a top level domain. So there cannot. We can’t just go make one up. Those top level domains are managed, and there’s only so many of them. And I can they use the acronym I can as their name, which stands for Internet Corporation for assigned names and numbers. There you can kind of think about them is like the body that’s mento. Organize the Internet, So they’re the ones that say OK, you know, we’re allowed to use dot com and dot or GE and dot I owe and dot. Whatever else, they’re kind of the keepers of the order. So they are involved in olive ist as those keepers of the order. Okay, The next group we need to talk about is the Internet society that is a nonprofit organization, and their mission is essentially to promote a globally connected and trustworthy Internet.

[00:39:48.31] spk_3:
Okay, listeners may see the acronym I s O. C, right. Let’s

[00:39:54.36] spk_2:
have the night knock Internet society yet.

[00:40:31.46] spk_0:
So, almost 20 years ago there, when I can waas working to continue their their work and managing those top level domains, uh, they bid tohave the contract for the dot org’s domain. And there was a lot of conversation about the value of a non profit managing the top level domain that’s essentially four non profit right instead of a four profit domain registrar.

[00:40:36.01] spk_2:
So I can I can is itself a non profit. Yes, okay.

[00:42:38.49] spk_0:
And Internet society is non profit, and they they won the dot or contract, and in the process of that, created another non profit called public interest registry PR, which would be the organization that owned the contract and operationally managed it. But P I. R. Was connected to Internet society, so Internet Society was choosing the board for P i. R. And revenue kickbacks went to Internet society, that kind of thing. So there very closely related as organizations. You No one is like the owner of the other. And for the last, like 18 years or so, PR has managed the dot or domain, and their work has included managing that. Making sure that there’s, um, resource is for non profit. They have they have, you know, everything from sponsoring events to funding training programs, Thio investing in research about, you know, the way non prophecies, the Internet. They’ve done lots of things to kind of re invest the money they make into the use of the Internet by non profit, and everyone kind of thought things were fine. Who write things are moving along just fine, and last month’s just over a month ago from today. All of a sudden, there was an announcement from Andrewsullivan, the executive director of the Internet Society, that they we’re going to sell P. I r to a private equity firm and that it was essentially great news because Internet society would get so much money from the sale that they would create an endowment for themselves. That was kind of position is the only the good news about this was because it would just be so much money for them.

[00:42:44.95] spk_2:
Okay, that was that. That was obviously early day.

[00:42:48.45] spk_3:
That was early day, because I in my research, I didn’t find I didn’t even find that anymore. So that that

[00:42:54.27] spk_2:
must have been that their first position. I’ll tell you what. We got to take our

[00:42:56.90] spk_3:
break, Theo. Only one we need to take. And then you and I can continue to invest the show. Okay. Thank you. Um,

[00:43:04.35] spk_2:
have you ever wondered why some nonprofits

[00:43:13.42] spk_3:
are always mentioned in the news? It’s because they work to build relationships with journalists who matter to them. Turn to communications can help you do just that. They are themselves former journalists. They specialize in helping nonprofits build meaningful media relationships that lead to great coverage.

[00:43:29.45] spk_2:
It’s all about the relationships almost in life. What isn’t There are turn hyphen

[00:43:41.49] spk_3:
to dot ceo, all right. And we have but loads more time for Amy Sample Ward and save dot org’s. Okay, So the initial justification for this well, it’s not really much of a initial rationale. It’s not even it didn’t even didn’t even bother with justification. Just initial rationale was this will be good for I sock will make a lot of money by selling P I R.

[00:43:53.80] spk_0:
Yep.

[00:43:54.31] spk_3:
Okay,

[00:43:59.51] spk_0:
which of course, uh, raise a lot of questions.

[00:44:02.12] spk_2:
A lot of black people.

[00:44:32.91] spk_0:
And now the second piece that we need to talk about happened months before this announcement. So back in the early spring, the contract details for the dot or contract were up for renegotiation with I can and a few things happened in that renegotiation that already have the community kind of in critical response. Those things included some changes to what had, for a long time been part of the contract. One of those was taking away the price cats, so prices could be set at whatever was desired.

[00:44:45.21] spk_2:
The price for

[00:44:47.40] spk_3:
a dot org’s domain is very low, right?

[00:44:50.79] spk_0:
It’s about $10

[00:44:52.71] spk_3:
$10 for the year. Okay,

[00:44:54.88] spk_2:
Okay, you’re more acquainted

[00:44:56.72] spk_3:
with this and I am because I don’t use dot org’s I love Dot or GQ. You know, I make my living at dot org’s, but I don’t I don’t use it personally, All right? So, yeah, it’s $10 a year. Okay, so they’re So the initial conversation about a contract renewal was take away those takeaway a price cap,

[00:45:23.25] spk_0:
take away the price cap, and then some other pieces that essentially made folks feel that it could be organizations with these domains. There’s some vulnerabilities around censorship and that kind of thing.

[00:45:30.91] spk_2:
Okay, So a

[00:45:31.79] spk_0:
number of organizations

[00:45:33.22] spk_2:
and

[00:46:04.28] spk_0:
people had responded to those changes back in the summer and spring saying, you know, Hey, wait a second. This is not right. This does not feel right. This is, you know, longstanding components of the contract. Why’re these Chicken Jane? And despite overwhelming over 3000 responses saying don’t do this, I can. And public interest registry went ahead and the contract gotta prove that way.

[00:46:05.26] spk_3:
Ok, wasn’t I? Sock, actually, isn’t I Sock?

[00:46:09.57] spk_0:
I can

[00:46:10.46] spk_2:
I can. Okay, but I stock

[00:46:12.67] spk_3:
owns public interest registry, right?

[00:46:15.88] spk_0:
Sure. But public interest registry is kind of the manager there. The owner of the contract.

[00:46:21.62] spk_3:
Ok, ok, and they’re the ones who managed the managed. OK, all right, So now

[00:46:43.06] spk_0:
and what is kind of an added so we can think about it as there’s all of these changes happening? And then, isn’t it so convenient that now a private equity firm is willing to pay over a $1,000,000,000 for this contract that no longer includes price caps and includes some vulnerabilities around?

[00:46:50.72] spk_2:
Wait. Oh, I hold on. I didn’t see that. The price tag is over a $1,000,000,000.

[00:46:57.22] spk_0:
$1.12 billion.

[00:47:11.85] spk_2:
Wow. Okay, I did not see that. I was I was wondering, but I hope she’s okay. So All right, so the question All right, So let’s let’s fast forward now. You aren’t

[00:47:20.74] spk_0:
even following who don’t. Maybe you don’t even work in a non profit that has a doubt or domain. You can already see from, like a, you know, business magazine perspective. What? What seems questionable about the situation?

[00:47:29.30] spk_2:
How the hell are they? How the hell is going to make all that money back, right? Yes. On the backs of

[00:47:34.24] spk_3:
America’s 1.3 million charities.

[00:47:37.88] spk_0:
Well, and keep in mind, this is for the entire globe. this is non profit over the entire

[00:47:43.35] spk_2:
world way. Talk

[00:47:49.38] spk_0:
about wanting to have a human rights lens on reviewing this transaction. When we talk about vulnerabilities for censorship, we’re thinking about non profit, not necessarily in the U. S. We’re thinking about non profit in parts of the world where they rely on a dot or domain so that people here in the U. S. No. Oh, this must be a new organization doing good work. I’m willing to donate to them. I’m willing to support them. They’re likely doing work in a geographic region where their government is not in support of what they’re doing right. And having vulnerabilities for censorship means their government could just turn their website off. Right?

[00:48:28.27] spk_2:
So,

[00:49:21.43] spk_0:
uh, there’s a lot happening that is sure maybe not happening in this moment, but very, very likely could happen, right, because these changes have happened. So, um, what has also been challenging is that in a few of these public forums and 10 held a community call and invited the folks from Internet society and PR to come. And John Nevins said that he asked for those changes to be added into the contract, which kind of further creates this web of questioning about who knew this was happening. And how long was this plan, right? If those changes to the contract are what made the contract worth apparently over a $1,000,000,000 how did all of this happen?

[00:49:23.63] spk_2:
Did you have someone from ethos on the call?

[00:49:30.23] spk_0:
We did Eric Brooks, That Theo.

[00:49:50.31] spk_3:
Okay. And he has, uh, yes, I wanna be. I wanna be balanced here because he has a block post that from December 16th where he answers some of the answers, all the questions that a Mozilla Block post had had asked

[00:49:57.17] spk_0:
Answer some of those questions and I would say responded to them. Did not answer them,

[00:50:29.66] spk_3:
You would say responded. Okay, okay. So, like, for instance, on the pricing, um, what assurances gonna dot Or community have that ethos and p i r will keep their promises regarding price increases. We’re committed to limit increases for dot, or domain registrations prices to no more than 10% per year on average, based on domain prices today, that would equate to an additional $1 per year. We plan to embed these pricing commitments in our public benefit LLC or other corporate governing documents that that doesn’t care. Is that not satisfactory?

[00:50:43.24] spk_0:
No, I mean on average. So that could say, over the next 20 years, the average has been 10%. We all understand that Average doesn’t mean every year has to be.

[00:51:05.50] spk_3:
Yes. Okay. Okay. Now Eric says that they are Ah, they’re going to create a P I R. Stewardship Council. Right now, The Stewardship Council, um, concept behind our proposal is to put in place a dot org’s community advisory board body. The council will seek input from the daughter of community and convey the needs of the data or community to P i R. Management provide advice to p ay, our leadership on key matters impacting the daughter of community. And the leading voice in recommending new service is capabilities to be offered through the dot org’s platform to serve the mission driven community.

[00:51:29.44] spk_0:
Yeah,

[00:51:31.06] spk_3:
okay. What? You know,

[00:52:33.02] spk_0:
they had a, uh webinar. I guess you’d call it yesterday. So did and spoke at more length. It wasn’t a discussion or, you know, they didn’t take live questions or anything like that. But they spoke at more length about the same topics. And what we can understand about this advisory council is that the P. I. R. Board and the folks already working there working within this deal will choose who the council is. The council has no actual authority. Oh, our mechanisms for accountability. And, you know, it’s like a group that they have chosen that they say is able to give be back. So I don’t see how it addresses any of the kind of concerns that rest of the dot or community has for riel accountability.

[00:52:35.39] spk_3:
Okay, so your concern is that it would just be like an advisory board on sort of perfunctory and not not without really thought without authority. The authority would

[00:52:48.12] spk_2:
still be may not

[00:52:52.65] spk_0:
be folks who would have divers or critical views because their hand selected.

[00:52:57.75] spk_2:
Okay, well, hey, did say

[00:53:09.60] spk_3:
again Eric Brooks in his block post. He said that there would be standards for qualifications for membership on the stewardship Council. So

[00:53:10.65] spk_0:
sure,

[00:53:11.40] spk_2:
they would think

[00:53:12.31] spk_0:
that’s a pretty like white, dominant view of saying I’m gonna choose my friends.

[00:53:31.50] spk_3:
Yeah. Okay. Yeah, because, Well, yeah, The question is whether the dot or community would have input into, I guess I guess we’re talking about. Enter the terms of this disagreement between ethos and I saw. Right,

[00:53:32.83] spk_0:
Right. So we’re moving from a world where the dot or contract is managed by a non profit organization who would also managed by a non profit er organization and into a world where the dot or contract is held by a for profit entity owned by a private equity firm.

[00:53:50.69] spk_2:
Do it right. Just the principles

[00:54:02.33] spk_0:
of those organizational set up completely changes the context in which the dot or contract is maintained. Right? We’re going from a non profit entity reinvesting any additional funds back into the sector to two organizations that are really meant to maximize profit. Right?

[00:54:18.87] spk_3:
I understand. I do understand. And this falls into the category of I I’ve noticed this more in the past 10 years or so. We

[00:54:23.50] spk_2:
have to I feel like I have to fight Maur for what I did to keep status quo.

[00:54:28.65] spk_4:
Um

[00:54:29.74] spk_0:
Yep.

[00:54:32.60] spk_3:
So this is something that all

[00:54:32.93] spk_0:
right, let alone progress.

[00:54:37.08] spk_2:
But yeah, I’m just I’m just Internet

[00:54:54.29] spk_0:
society. Didn’t feel that it was sustainable to manage PR PR didn’t feel like it was manageable. Thio sustain the dot or contract there’s a different solution to that than completely, you know, throwing it out.

[00:54:56.36] spk_3:
I understand. All right. I’m

[00:54:57.40] spk_2:
gonna let us go

[00:54:57.93] spk_3:
a little longer. We are. Typically, we would end right about now, but let’s let’s go another few minutes. Not not not 10 minutes. Because listeners are pretty much counting on on our but, you know, really go another 45 minutes.

[00:55:09.79] spk_2:
Do we know how much

[00:55:12.26] spk_3:
revenue P I R earns? I don’t know. Over the

[00:55:16.01] spk_2:
past years, Annual 19 nineties

[00:55:18.24] spk_0:
and that kind of thing.

[00:55:20.44] spk_2:
Okay, what do you know?

[00:55:21.19] spk_0:
It’s like 90 year.

[00:55:24.12] spk_3:
90 year? Okay. And you’re saying that the contract price is 1.1 billion?

[00:55:30.09] spk_0:
Correct.

[00:55:40.30] spk_3:
Okay. It takes a long time at night at the rate of 90 year to earn back 1.1 billion. And then it’s a venture profit. It’s a venture capital firm. Well, Fletcher, profit venture capital firm, which is a which is a profit profit firm,

[00:55:46.59] spk_2:
that it would be a long

[00:55:47.44] spk_0:
time if you had price caps.

[00:56:00.20] spk_3:
Yes, but there may be other methods, you know, we’re not, you know, we’re not venture capitalists, so I guess you know it comes with a healthy dose of suspicion, not just skepticism,

[00:56:02.04] spk_2:
but I mean challenge. There’s

[00:56:04.47] spk_0:
so little information that’s been shared and so

[00:56:06.68] spk_2:
many questions way.

[00:56:29.19] spk_0:
We have asked, you know how in the community Call it and 10 held. We directly asked Capital if they could confirm how long they plan to own the new version of public interest registry, whatever the new or profit is, how long they plan, tone and invest in that company. And they their answer was a really long time in terms of this work. Okay, well, in terms of private equity, I mean, a year could be a long

[00:56:38.39] spk_2:
time, you know,

[00:56:55.20] spk_3:
Right on his block post. Eric Brooks says Ethos has stated on multiple occasions that we are committed to investing. P I R for the long haul. Are investors include families and not profit acquisitions with long term investment horizons. Um, okay, now, but

[00:56:56.08] spk_2:
your concern is that they could resell it and then and then and then we And then it’s then it’s

[00:57:27.76] spk_3:
between 22 Private. Well, even if their public to four profit entities contracting and the outside community has no input into what contracts are between two companies any more than you know any more than we can comment on intends contracts with vendors for NTC, it becomes a matter of private contract in the case of every sale. Okay. All right. What should, uh, what your listeners do. What should we be doing? We gotta we gotta

[00:57:34.50] spk_2:
move on What you’ll do, you really

[00:57:36.45] spk_0:
love? You can

[00:57:37.14] spk_2:
go

[00:58:25.50] spk_0:
to save dot org’s dot org’s s a V e D o t org dot or GE where we have posted the recording of the community call, for example, if you want to be able to hear what the folks from these companies have said, uh, you can see the letter that we’ve sent to them that outlined some of the issues in the contract and what is really important right now. As for organizations to sign on and endorse our request that the sale stop or if you can’t sign on behalf of your organization, sign as a person as an individual. Right now there’s almost 550 organizations who have signed on, and we have almost 19,000 people who signed on those numbers really matter and help demonstrate that this isn’t you know, just in 10 and e f f who have a problem, right? This is a lot of organizations diverse people who understand that this is not in the best interest of a non profit, you know, four good world of the internet.

[00:59:14.24] spk_3:
Okay, Andi, uh, some of the other organizations involved Association of junior leagues. I’m just sampling from from a list of crisis text line do something dot org’s listeners know Aria finger Do something dot or GE ff Electronic Frontier Foundation Girl Scouts of us A Independent Sector Meals on Wheels America, National Council of Nonprofits and 10 Techsoup Volunteer Match Volunteers of America Wicked Media Y M C A of the U. S. A Y W c A U s A. All right, Amy Sample Ward. Thank you very much.

[00:59:22.12] spk_0:
Thank you so much. Tony. I really appreciate you kind of diving into this when I know it can feel a little acronym heavy, but it really will impact every single non profit

[00:59:33.62] spk_3:
Amy Sample word social media and technology contributor and CEO of in 10. You’ll find her at Amy sample ward dot or ge and at a M. E. R. S

[00:59:40.76] spk_2:
board and Aimee. Simple word. Lots of good wishes for your holidays. And for 2020. That’s a good wishes. Radio,

[00:59:47.02] spk_0:
I hope 2020 means we get to see each other in person.

[00:59:51.12] spk_2:
Well, we will it ntc

[00:59:52.47] spk_3:
But we need to go beyond that. Hopefully.

[00:59:54.43] spk_0:
Okay.

[00:59:56.03] spk_3:
Thank you so much, Amy.

[00:59:59.01] spk_2:
Next week and the week after, there are no shows. I hope you enjoy. Enjoy the hell

[01:00:24.21] spk_3:
out of your holidays. Take time for yourself. Disconnect off grid. You know what all that means? I don’t need to flush it out. I hope you do it. I hope you do it for yourself. Friends, Family. Do it. Take the time you need. You need to take time for yourself because you’re in a giving profession. So no show for two weeks. If you missed any part of today’s show, I beseech you, find it on tony-martignetti dot com

Nonprofit Radio for November 8, 2019: Buy-In Bitches & Process Blocking Your Progress?

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Carie Lewis Carlson & Lara Koch: Buy-In Bitches
I gave that title to Carie Lewis Carlson and Lara Koch as they explained how to get your boss to listen to you; to get your boss’s buy-in when you get it—and they don’t. They’re savvy, they’re straightforward and they shared tons of strategies. They’re bitchin’. Carrie is from CLC Consulting and Lara is at Smithsonian Institutions. (Originally aired 11/9/18)

 

Stephanie Zasyatkina: Process Blocking Your Progress?
Stephanie Zasyatkina wants you to pay attention to your org’s workflow. Identifying and overcoming pain points and inefficiencies will put your methods in line with your mission. She’s with InReach Solutions. (Also from 11/9/18.)

 

 

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Hello and welcome to Tony martignetti non-profit Radio. Big non-profit ideas for the other 95% on your aptly named host. Oh, I’m glad you’re with me. I’ve come down with an applies Moses If you ticked me off with the idea that you missed today’s show buy-in bitches, I gave that title to carry Louis Carlson and Lara Koch as they explained how to get your boss to listen to you to get your boss’s buy-in when you get it and they don’t They’re savvy, they’re straightforward, and they shared tons of strategies. They’re pitching carries from CLC Consulting and Lara is at Smithsonian Institution’s. This originally aired on November 9th 2018 and Process Blocking Your Progress. Stephanie xero dahna wants you to pay attention to your organization’s workflow. Identifying and overcoming pain points and inefficiencies will put your methods in line with your mission. She’s within reach solutions. That’s also from November 9 last year, Tony said to I’m Looking for Innovators were sponsored by Wagner C. P A’s guiding you beyond the numbers. Regular cps dot com Bye Cook a Mountain software Denali fundez. They’re complete accounting solution made for non-profits tony dot m, a slash Cougar Mountain for a free 60 day trial. And by turned to communications, PR and content for non-profits, Your story is their mission. Turn hyphen to dot CEO. Here’s the buy-in bitches. Welcome to Tony martignetti non-profit radio coverage of 18 NTC. It’s a non-profit technology conference coming to you from the convention center in New Orleans, Louisiana. All of our ntcdinosaur views are sponsored by network For Good, Easy to use dahna Management and fund-raising software for non-profits. My guests are carry Louis Carlson Carlson. My voice cracked on knuckles. She’s the owner of CLC Consulting and Lara Koch, associate director of online fund-raising at Smithsonian Institution. Welcome, ladies. Hi, Tony. You have you both. I’m doing well. Thank you for asking. Thanks for having people Have you done your session already? Have mastered. Downside. Yes. It’s a fun from here on out. Exactly. More alcohol. Your session topic is real. Talk How? I got my leadership team toe. Listen to me, all right? Buy-in? Yes. Okay. Okay. From your session description, you had a quote. I get it. It’s my boss. That doesn’t exactly If that’s you talking, this session is for you. Okay, Larry, let’s start with you. Why do we need this topic? This cop, it came out of a 10 10 an NTC that Carrie and I were at two years ago, the one in San Jose. There was a session on the last day that turned into basically a big therapy session about the work we do and how hard it is and the things that no one really talks about. You remember our number of radio? Was that 16? I don’t unfortunately interesting that you don’t remember the topic. I don’t remember what came out of it. What the tangent was exactly that took over the over the room and there was one quote and I wish I knew who to attribute it to from that session that where someone said culture, each strategy for breakfast and and it really stuck with us. And this, uh, came out over and over about the things that we struggle with. And, you know, executive buy-in is something that comes up in almost every session you’re in, but it’s it’s a mystery. It’s feels like, Oh, just get the executive body and everything would be okay. But how? You know, how is it possible and I feel like Carrie and I are living proof that it it is possible. It’s a lot of hard work. And it’s, you know, there are strategies that we’ve both employed to make things happen. Okay, Carrie, you want to add something to the introductory remarks? Sure. Eso like Blair said, I mean, every single time we speaking unconference together how to get your boss Thio let you do the things you want to. D’oh! You’ve covered this topic multiple times. Yeah, Yeah. Even if the session doesn’t start out with that, it ends. It ends there. Yeah, yeah, and it’s and you know, most people are sitting in there. They’re listening all these great ideas. They can’t wait to go back and implement them, But they’ve got to get the OK, the budget, the time, whatever it is, and they don’t know how to do it. And so that’s why we wanted to talk about this. And like Claire said, it’s something that, um, people don’t want to talk about because it could sound like complaining or, you know, but we tried to give people actual strategies that we have used to be able to get the buy-in to do a lot of the great things we’ve been able to do together. Okay, so you ladies are the buy-in mavens. We try where buy-in buy-in matrons not think of a good alliteration to go with buy-in buy-in. Your brother’s bad. Okay? I feel like we could use the word, but I’m not sure we can say it. I love it so And 10 19 we’ll be back for the Tony. You’re setting us up. Please do it for neo-sage back. We’re coming back. I don’t regret it. Okay. Good thinking. Okay, okay. We got tactics. You got strategies we get. All right, So the problem is way feel so passionately about something, but we cannot. We just can’t convince the boss. Is that it? Is it always the sea level? Or it might even be our immediate Totally. Because, you know, they’re getting that pressure from the executives. You know, they’re the ones often in more direct contact with them. And so when you bring an idea to them, they’re thought goes there having the same thought. I’m gonna have to tell my boss how to accomplish this, how to get this done. And often, you know that immediate negativity or that immediate reactive? No. First here, and people have trouble asking for what they needed. Just it’s so hard to overcome that initial that initial. No, wait, you hardly even heard anything. I I hardly even made my case yet, and it’s already a note and then try to overcome that. It’s very, very hard and because, uh, because non-profits tend to be such a hierarchy and there’s so much emotion and passion in the work, we d’oh money. People hear that. No, and they back off, They’re done. You’re making a point. Well, I also want to say like one of the things that I was able to show is that I was able to get that full on buy-in relationship, that trust all of that with my immediate boss when I was at HSUS and he was really a on advocate and a, you know, backed me up on a lot of my ideas that were able to sell to the executives which were much harder. And I admitted this in session. I never fully got that buy-in and goal agreement and all those things with our executive suite in the 11 years I was there it was just there. There’s different priorities. Different, you know, generations. I was going to say that, but no, it’s true. I think generations, generational shifts in the workplace non-profits are so unprepared for this and and it’s and it is hurting them now because they don’t know, like, our generation doesn’t know how to relate to our C level executives who have been there for 20 years, and they have different, different way of looking at things, different priorities. And it causes this this clash. Okay, All right, let’s let’s get into some of our tactics. Great tactics, strategies. We could use those interchangeably or you. I think so, Yeah. Okay, so, yeah, let’s start the number one thing. And you know, this came up on every slide that we did was getting in being relentless about being in people’s faces and having a stick. Basically, every time you’re in a meeting, you have you repeating the same stats and you’re asking the same things over and consistency in your own messenger. Yes, exactly. I’m not giving up right when you hear. No, that was one thing I think that makes a lot of people uncomfortable. It’s like my boss says, No, I’m not gonna challenge them. Oh, but you should, because you have good ideas and you need to advocate for them. And you are the ones in the trenches. You’re the ones doing the work. You’re the ones in, you know, conferences like this you’re seeing what your what your colleagues are doing in the space. And you want to apply those things and that No, without a no but or no end. And I think that’s where you know, Carrie and I got the idea of basically going in really prepared, you know, anticipating questions and push back into anticipating the no, um, and coming up with strategies to see no say, Here’s how we’re going to do it. Here’s what we’re gonna do If we fail here, is gonna do it if we’re going to succeed. And then if you hear that, no. Is it, you know? Okay. Can I just try it once and we’ll see how it goes, you know? Can we test it because the data will out? I told the group like I love one. Tests fail. I want to be wrong because then I can let it go. I can say Okay, I thought it would work. It didn’t. I’m gonna let it go. And that’s why you know, But at least we got to try. It’s time for a break. Wedding. You’re CPS. Does your accountant return your calls and e mails? Do they keep to their deadlines? Do you like them? Are they nice people toe work with? Are they keeping mistakes to a minimum? If these aren’t all yeses, then maybe it’s time to look for a replacement. You know, a partner at Wagner cps euh doom. But on the show many times. Gonna be coming back early next year. You start at wagner cps dot com, check them out, and then ring him up. Give him a call. Talk to eat. See if Wagner can help you. Weather cps dot com Now back to buy-in bitches. And how do you feel with your respect your relationship with your boss? If you advocated for something and it failed Oh, I can talk about that. Please. Uh, this happens a lot, and it’s so important to be comfortable with then and accepting and and saying that this it’s fine that it failed, but here’s what we learned and We’ll do this differently next time. Last giving Tuesday right before I left. But I want to focus on your relationship with your boss. Right? You pushed and let’s say there was an initial. No. And then taking your advice, you challenged it. You gotta buy-in for a test. It failed, but you were the advocate for the You would advocate for the failure. Yeah. How does that how do you feel about the impingement on your relationship with your boss? How do you deal with your boss after that? That’s what I want to get. Well, it depends like that. That’s kind of where the early work of developing the relationship and the trust and all of that with your boss and your executives or whoever the decision maker is is so important. Because because I had a good relationship with my boss and I had spent years on goal agreement and trust and brainstorming and all of these these things that connected us, he is of the mind set of. Okay, well, here are all the great ideas you’ve had an executed one that didn’t work. It’s bound to happen. And I think that that over simplifies it but that that homework of developing that relationship with your boss ahead of time, Yes. And building on those small, easy wins, if that’s what you need to lay that groundwork, but and taking ownership of of, of your failures. You know, Carrie has a great example that she was gonna mention about giving Tuesday where she was convinced something is gonna work. They put into practice. It did fail, and Carrie took ownership. She said I thought this would work. It didn’t. Here’s what we learned here instead of getting defensive and you know it’s OK s O. I don’t exactly This is Yuri. This is your permission, right? I’m a gullible. Let’s leave it there. All right, All right. Move on. Yeah. So I came up with the idea of giving away little portable dog bowls. If you got your donation in ahead of time for giving Tuesday, we found from years past that that some people do want to get their gifts in early, which I find strange. But, you know, they have their reasons, and the data showed that. So I said, where were you with the duck boat? What kind of organization wear dog bowls with the Humane Society. Yeah. So, naturally, I was like this. I was really excited about it. Uh, well, they gave away maybe 100 of them. There are still 3000 of them in someone’s cubine hsus. And, um, I you know, I was like, guys. I thought this was gonna work, and it didn’t Don’t do it next year, right? And they’re not going to, but we did it. And that’s not the reason you’re no longer. I hope not. No e-giving Tuesday debacle. But I know those bulls are still sit here, and And we were, Yeah, you somehow. Yeah. Um, you know, and we were both honest in our session that, you know, we had those winds. We had those failures. But in the end, both of us did leave we both with it that the main society together, both of us did leave because in the end, you know, we made some progress, but, you know, it wasn’t enough. And those battles with our executives did wear us down eventually. And the first question that somebody asked at the end of this session was, How do you deal with all of this work and all this emotional toll that this obviously takes on someone to be constantly fighting for your ideas in your staff and all of that, Likelier said. We we both ended up leaving for this reason because you’ve got to know when you can’t do anymore, right? You know, And that’s the thing again, we’re all here for causes. We’re all here because we’re passionate people. You know, our jobs are so emotional, full of so much emotional labor, which I think makes word non-profit work really interesting. Um, and you know that you care right? And that is, you know, like I said, that’s where all of our sessions, especially when we present together, tend to end up because, you know, we’re proud of what we’ve accomplished. We’ve had some incredible winds, some incredible successes. But you know that work is constant. And because non-profit online and digital marketing and fund-raising changes every single day, it is not something like a digital direct mail where it’s pretty consistent. It’s pretty, you know, the nothing really changes their Facebook works one day based on what’s going on right now, who knows what’s gonna happen for Facebook tomorrow? Platforms to change. All right, Yeah, let’s go into more more strategies. You got you got one. Well, I touched on this, but one of the biggest kind of strategies for me was getting that visibility. I was relentless about getting into staff meetings and executive meetings and being that person that they they recognize so that when I came knocking on the door asking for something, they were like, Well, you know, Kerry has good ideas and she is smart and well respected or whatever. So that, you know, I told the audience, like If you’re one of those people that wants to work from home four days a week, you’re gonna have trouble selling your ideas because you’ve got to be around. And the executives need thio. No, you And with that comes trust and build a repertoire, and all of that’s interesting. My last conversation was about virtual employees and having a virtual organization. So you feel like in this realm, virtual employees are at a disadvantage if they are in leadership roles where they’re they’re selling ideas and managing staff and look like I flexibility. It was the number one reason why I stayed so long where I was. I’m a Mom, I I want to be able to do things on my own time. But if if I was not there pushing for what I wanted advocating for my staff, them knowing who I was because that’s how our management was. It was very management By walking around like you. You know, you have Thio be seen there. Yeah, yeah, yeah. And that’s nothing where that generational shift really comes into play, Maybe we’ll all be remote employees, you know, 15 years from now. But right now in the non-profit space, where again that hyre kiis so deeply grooved in, you know it’s being visible. And you know the point that the two women were just in the last interview majors. It really depends on organizational culture. Even that’s what this is all about. That even Trump’s age. You know, if the organization has a culture that empowers virtual employees, then then they may not have. The sheriff thinks that you’re talking about Carrie. Exactly. You’re right. It’s organizational culture. Yeah. Okay, let’s get aboard more strategies for challenging your boss. Well, you suggested Maybe it’s a no end. No, but we could test. That covers sort of the challenge of overcoming the know whether the techniques you should talk about data because you’re the data queen. Yeah. I mean, it all goes back to data, and I think a point, you know, having that data having those stats at the tip of your tongue. You know, stats that you’re repeating all the time. And, you know, getting execs love numbers very often. They don’t love the same numbers that we love. You know, they’re very focused on different numbers. So, eh, it’s focused on using numbers that mean something to them. Of course, a lot of those our budget numbers and revenue and opportunity costs. Um, Carey is done a lot of work where, you know, for redesigning the website, for example, when we were able to work with the vendor that’s redesigning that website and identify this is the money we’re leaving on the table right now. We’re having an old website, right that that those stats make sense to our executives. Even if vanity metrics, which breaks both mining carries hard, defend any social metrics. But if you can weave those in with the data that also matters is relevant Exactly, you know it is that you train them over. They will care about that spoonful of sugar that makes the medicine go down. You have 12,000 followers. Okay, We’ve that in exactly? Yes. Yes. You know, we, um example that leaves them, give them some of what they want. It’s like capture their attention. You know what? You’re the You’re the data expert in the organization. You know what? What? What’s Germaine? Yes. So give him a little of what they want more of what they need. And percentages? Yes, and percentage. You know, exactly. Because for example, Smithsonian redesigned their website last year and I was able to get a donation button on the website, which is a big win in the 1st 6 weeks of that donation button B On the sight, we saw 6000% increase in donations. Those numbers were super tiny, but 6000% wrenching casually to my boss in the hallway made me look like a superstar. And then they could repeat that elsewhere. But it’s it’s being, you know, unexamined. Well, one of our favorite examples was what we consider our magnum opus at the main society was our first day of giving on day of giving came as a directive and says, You know, Oh, we see university’s doing days of giving everywhere Just just do one Ah, and it has to be in restricted. We love unrestricted fund-raising. But we knew a day of giving out of nowhere in the middle of what is our biggest low month around spring March was going to be a hard sell. We knew we had a restricted program that, uh, you know, touched on all the things that that our constituents love. That hsus being pets, being people’s relationship with their pets, helping people in underserved communities get vet care for their pets. We put together a PowerPoint that laid everything out from start to finish, including a mixture of vanity metrics and actual Mex tricks and things like, Here’s what we do. If we fail, hears we do. If we succeed. We went in armed to the teeth, saying, OK, we’ll do this, but this is how we’re going to do it and we did, and we were end. Oh, and also that we need to go dark and everything else we’re doing so we can launch this huge campaign just mere months after our year and fund-raising campaign. And you know, we went in like an army, and we were able to get that message through because yes, it was the bitches and we did it. We did it and it was a huge success. But half a $1,000,000 yes, and repeating that in other ways, no through other campaigns has allowed us to just, you know, go in almost with an impenetrable armor to and confidence evidence. That’s a tough one for a lot of people. Talk about it more, I think, because people are afraid of being told no or that’s a bad idea or they’re just afraid of the rejection, kapin or failing on. And if you don’t have that culture of innovation and trust and all of that, that could be really intimidating. But I think after a while we start to gain gain our confidence. After we’ve we have good ideas and we implement them and they work and we want to do more s o that. But I think that’s a hard one for for a lot of people to have that confidence to go in and and say we’re going to do this or to your boss No, that’s a terrible idea. Which Yeah, and and I had we had 67 people come up to us after and tell their own individual stories of their immovable CEOs, you know, And And they, you know, they thanked us for ah, what we talked about. But still, you could see the fear in their eyes. You could and and that breaks my heart because again, these are people who want we’re doing mission based work. And we know how we can do it better because we’re doing it every single day. That’s the confidence you need to go in with you. You need to embrace that. Yeah. And say we were going to do this. Like when? When I decided that it was time to pick up the Web site redesigned at HSUS. I went to my boss and I said, I’m going to do this this year. I know the money’s there. We’re going to make this happen and I need an outside project manager. I didn’t go in and say had really like to redesign the website. What do you think you know? And that also helped him because it’s like I’m not going to that was another one of our tactics. Going with a solution, Not just a problem. And that takes a lot of the weight and a lot of the monkey off the off your boss is back. And that builds trust, too, because it’s like they’ve got this. You brought me a problem. Yeah. Yeah. And my boss used to always say that to me, Come to me with a solution, not a problem. And then that really also developed that that relationship of trust because he knew that I would handle things. Yeah. See Elsie working with Smithsonian. We’re not We’re just together. Not not yet. I will say yet hopefully in the future. But, you know, I would love that dynamo, but, you know, we we the bond that we formed working together, allowed us to kind of build that confidence off of one another. Um, you know, we both have different strengths. Um, and, uh, you know, we were able to move mountains at a place that is, um, like I said, it’s old school. It’s old school. No, it sounds like you suffered together that there’s this recognized social science concept. I learned it as a brotherhood of suffering, but it could equally apply as a sister of suffering. Prison isn’t. I don’t mean to analogize hsus prison, but prison is an example. We’ll take it. Okay, Um, I have something I want to chat with you. Uh huh. Because I know somebody very senior there. Um Oh, so, President, imagine what you’re suffering together. You that the common suffering day in, day out creates a bond. Sounds like that. Well, that was another one of our tactics, was yes. Was creating like a whole back-up napor greedy. Well, creating a like a mini culture within our department of trust and all of the things that we wish we had as a larger organization. You build them within the department and you do create this bond and use the work within your microcosm. Yes, and, you know, manage down, you know, manage, manage up. But also, manage down like you wish you were being managed down upon. Encourage people to come to ideas. Let them know it’s okay to fail. Let them know that you know you that, you know, they’re they’re they’re doing different work than we are as their manager. So they’re seeing things that we’re not seeing like something I tell my team now with the Smithsonian is you know, if I want you to come to me and say if you, you know, if if I didn’t if I my plate was clear, This is what I will be focusing on because I know this one. Don’t you wish one of our executives would have ever said anything like that tests? Because I I would give him Oh, I would roll out the scroll. It will roll down the hallway carpet. Exactly. And but I want to hear that because, you know, I’m spending so many plates all the time trying to, you know, be in this middle management role like I am, and I want to be able to that my team feels empowered to do that. And I think right now there are still ceilings that prevent that. Um, and the, uh you know, non-profits again? Have you know we intend to respect the CEOs as as being, you know, and that sea level, as you know, the end all be all right. And they’re not, you know, we were able to do in our world. And I say that this is especially true for non-profit marketing and fund-raising is that, um you know, it’s if you’re not living it, you’re not truly understanding it. And until executives see that and give you that leeway and you’re negotiating with them constantly about what you’re doing, what you know you can dio on Lee, Then do you even start to inch forward another thing I did while I was in a leadership role at HSUS. It sounds kind of silly, but I gave each one of my employees their birthday off, and that’s really cool. They get Thio, have an extra day off and whatnot. But what it’s really about is showing that I trust them enough to take a day off that they’re still going to get their work done. And that’s the kind of like an example of the kind of thing that was in our control. You would never get your birthday off, I think, as an overall level there, that’s just it’s It’s a culture of falik Alana non-profits work always on you to be seen. Yeah, yeah, yeah, yeah. But our employees knew that we trusted them enough that they could take a day off, and I was adamant. And the question that came at the end about how do you deal with all of this? The emotional labor that goes into it? It’s about creating that balance, being relentless about self care and work life balance like it is achievable. A lot of times we do it to ourselves because we care so much. But creating boundaries with your your team, your executives, is that that’s how you have to. That’s what you have to d’oh in order to keep doing off this world. Also, this idea. Please hold your don’t lose that thought. Think this idea of doing as much as you can within your within what you do have, within your purpose exactly what you can for the people. You do have authority over medicating for your staff. That’s exactly what I was going to say is. Is being relentless and going back to that repetition a badge of honor that I wear is I was in a in a meeting recently with a strategic planning meeting with a lot of different people. Of course, the organization many, many of them hyre level for me, and at one point someone stopped me and said, We know how you feel about email collection. Lara and I was like, Great, I’m glad you do. It’s because I’ve been saying it nonstop. So even if you’re annoyed with me for saying it every time you’re finally listening to me because you know what’s not happening at the Smithsonian email, let’s talk about that, you know? And luckily, I feel like Carrie and I are good with people, so we tend to not come off as harsh. Um, we tend to come off more, is just assertive versus aggressive. But, you know, I I never I’ve had to learn that assertiveness in my in my work-life because it didn’t come naturally to me. It’s something that I learned, and once I saw the progress I was able to make by getting in people’s faces, being super, you know, straight and blunt and repetitious and, you know, making that eye contact with them. Um, you know, it’s a skill that I’ve tried to learn, and I’ve tried to give to my team a CZ Well, because you know it, we’re all in these cruise ships on. We’re trying to make these turns all the time, and things move very, very very slow trying to avoid thinking. Yes, for this experiment is trying to avoid a bow shot. Okay, we’ll leave it there. You threw a terrific Great Thanks. I love your energy. I feel that I feel the bond between yes buy-in riches here. First they are Carrie Lewis Carlson, owner of CLC Consulting on Larra Koch, associate director online fund-raising at Smithsonian Institution We are non-profit rate week are non-profit radio covering 18 ntc on this interview sponsored by Network for Good. Easy to use dahna management and fund-raising software for non-profits. Ladies, Thank you so much. My pleasure. Thank you very much for being with our coverage. We need to take a break. Cougar Mountain software is designed from the bottom up. Four non-profits. Simple to use phenomenal support. Can you say that about your accounting software? If using QuickBooks Quicken Turbo cash Workday zoho yet yet yet give it a test ride. Cougar Mountain has a 60 day free trial. You’ll find that on the listener landing page at Tony. Got em a slash Cougar mountain. Now time for Tony’s take two. Are you an innovator? Are you bucking conventional wisdom on tradition, perhaps tackling something differently? and showing success. That part’s important, the success part. If so, then let’s talk because you might be part of our innovators, Siri’s that, uh, I’m gonna be hosting in early 2020. If it’s not you, Do you know an innovator, innovative colleague friend, you or they get in touch with me? Um, use Tony at tony martignetti dot com, please. Or they can use. Or you use the contact page at tony martignetti dot com. I want to be innovators, people tackling things differently and succeeding at it. Doesn’t matter what the subject is. Program fund-raising Marketing Brand Identity Boardman Ege Mint If you’re an innovator and you’re successful, please get in touch and that is Tony’s. Take two. Now it’s time for process blocking your progress. Welcome to Tony martignetti non-profit Radio coverage of 18 90. See the non-profit Technology Conference Coming to you from New Orleans. This interview is sponsored by Network for Good, Easy to use dahna Management and fund-raising software for non-profits. My guest is Stephanie is a Sakina. She is director of In Reach Solutions, and her workshop topic is when process blocks progress. Workflow efficiency for non-profits Stephanie. Welcome to the show Thank you, Penny. What was the need for this thing? This topic. Why do we have to talk about this wire workflows in Borden? So we are, ah, small agency for, um, case management system Bird non-profits. We work in child welfare, and what we do a lot is implement the software with the agency. Right? A lot of these agencies do they struggle with understanding what they dio. It’s like you do it on a regular basis, but you don’t know certainly know how to communicate it. So when you’re putting it into, um ah, digital format into a software, we actually have to know what you’re doing in order to get the results that you’re looking for out in reports and things like that. Okay, right. And so if they can’t communicate it clearly, it’s hard to know where their pain points are, where to help them. And some people just aren’t prepared for that, especially the small agencies. They don’t have the staff on hand that have done kind of analysis of what their current processes are, or so what way we need to help non-profits do better than what they need to better understand what their processes Are they Dio? Yeah, Yeah, absolutely. Definitely. Want to know how What? They’re be able to communicate where they’re at to understand where they want Todo processes their workflow there. We’re talking about the stuff they do day today. Yes. Okay. Um how do we help him do this? How do we help them? For what are we looking first for the pain points or we’re just trying to understand what the flows are first. Yet trying to understand what the flows are. The pain points often come out that absolutely in that discussion. Okay, so are we mapping the process is how do we How do we identify what are workflows are? Yes. So it would be lovely. Thio Question time, boy. Something radio Make sure. Do I understand what you’re saying? Yes. Uh, yeah, I do, do we? Is that we? Do we We mapped the workflows? Absolutely. Yeah, And a lot of that comes out through a discussion of, like, what do you do? It’s not super unconference it. Oftentimes people are so familiar with what they’re doing that when When they’re talking. When I asked questions about it, they’re actually no, I can’t describe it. they’re not actually sure. Sometimes they don’t have the right people in the room to make. They’ve not getting a full picture. And so it involves a lot of people on the team, and they’re different perspectives in order to get the full picture so that we know in the software. What are we planning to do for them? Like, you know, Do we want to automate some of the pieces? What? What are we trying to do to improve? They’re coming to us for a reason of their process. Yes, so often technology is blamed for problems when really, it’s the processes around the technology and maybe even some of the people that are the difficulties. It’s not the technology. No. Well, I mean, it might be the technology I sometimes astrology is erroneously blamed. Yes, absolutely. Absolutely. Because they’re not really sure what the process is and where either pain points are where, maybe even where they’re successful in something. And what do they want to continue to keep when they move to the next? The next piece of software okay, Thistle relates down to efficiency, right? It’ll be more efficient, effective, right, and we don’t do that by being introspective about what, what it is we’re doing. And it’s not even that everything is completely about efficiency. Mean that it’s gonna like help with the bottom line and with staying in budget. But I think duitz does your process actually reflect Your mission is important as well. So there are definitely things where we’ve done internal processes for my organization that we’ve changed in what we’re choosing not to make videos. Let’s say to make things super efficient and not cost so much because our mission is to empower organizations and to really like, partner with them and work with them. So we’re actually work. We’d chosen to speak live, you know, with our clients, and because we feel like that’s really, really important, rather than sending them off to just support guides all the time. That makes sense, right? So it’s like you need you need both. Not only are you looking for efficiencies, which definitely is going to be a value for your organization, but does it mission this mission suddenly All right. So if we do want to identify our workflows and then pain points emerged from that what way have technology? Torto, you said. Based on discussions, how do we start to work? How do we stop the map? Are flows rate of information and work through the office. So we actually like in the workshop? What we’re gonna talk about is you have done your job. No, it’s tomorrow day. So you’re still 1 30? Still thinking about it? Yeah. Always thinking about you have already finished there. Right? Right. Right, you have? No, not yet. No, I’ve still got to get used to be good tonight. Last finales. So how do we get this started? So the way that we like to do it, we watch. There’s this really excellent Ted talks by a man named Ted. Ted, Tom would Tom Logic. And he talks about taking a really simple process so that people understand why it’s even important to due process mapping. And and, um, he does it with with toast, right? So something that we’re all fairly familiar with it. How do you make toast taking that? And so that’s what within the workshop we’re going to do is diagramming toast to get people all on the same page. We understand that were regularly building process, and then um It’s interesting, cause then every every piece of every action item that you would d’oh to move your process from Step 12 step see? Okay, you will. You can sticky note it, and when we sticky note, then we have the ability to be flexible with our process. Who’s in the room when we’re doing this? Because, listen, listeners don’t have the benefit of being at your workshop. That’s why that’s why I’m here, demanding you to another 12,000 people who move, some of whom may be here. But not all of them, obviously. So they’re not going to see your toast Diet totally work, but this is something you can take okay, way have sticky notes who belongs in the room. When we start doing this, key stakeholders are in the room so it can be executive level. But I think it’s also the people who are literally doing the work. They need to be heard and understood because there may be points of process. Nobody knows that they don’t know that they’re doing some taking information from Jessica and bringing that in, but well, how do you get that information? Well, I just call her up All right, send an email and tell her that I need the info now for these three cases, right? We have. And then later today, I’ll need some or totally informal and see season. Doesn’t know that’s going on. Exactly. Know, they don’t know. We’ve had a client recently That your name is Jessica. I don’t even know. I was pulling around in a minute, okay? It was random. I don’t think you’re just Thank you. Is that we have a client that literally walks from their office paperwork over to another office. They literally walks were like this. Amazing. Or to save 500 steps every day. You have to find another way to get those steps in for your counters, whatever, but Okay. Okay. So So in the room. Yeah, if your fitness. Yeah, Um, so in the room, we have a whiteboard, and we have post it notes that we all the stakeholders and all the people are stakeholders, people doing the work. People doing the way also have senior staff. All right, and we’re taking a process. Like what? How do we define a process? So I I like to think of it in, um, sections so don’t think of it necessarily likes top to bottom. Group it into, like, parts of the process. So make it understandable and relatable really quickly so that you can start Thio drilled down more into more complex processes because a lot of times processes are nested. Right. So, um, during a licensing process, let’s say you would. Part of it is seating background checks. Part of it is getting documentation, part of it, a signing documentation. Part of it is writing a home study and then you’re gonna, like take it up to the state. Okay, there’s lots of different processes. And before we just say, OK, we do 123 That might be a good way to go about it is just ordering what you can D’oh. I like to section it so that it’s more manageable chunks that make sense. Okay, of course. And then and then put the chunks together. Yes, well, then you’ll see the whole top to bottom right? Then you will see everything together and because it becomes very overwhelming if you look at the whole process right and we work with adoption. Foster care agency licensing is one part of that process. So it’s knowing Windows licensing Come in. What happens before what happens after? But looking at one chunk at a time so that you can organized that? Okay. And then when you’ve got okay for step one of the licensing process is we send some email to a family. Um, we then can use it. Use that on a sticky note, and talk about that is like, how is that getting done? Is that sent the email or we mailing? Why would we male versus Versace sent an email. And so you start to have discussions and probably like you said, executive level may not have any idea that actually paper males actually going out and that all the packets are in different locations or the documentation that needs to go in that pack. It might be, You know, there’s things that start to come to light that aren’t necessarily known by everybody, as as the stakeholder. Everybody who should be in the room. Okay, um then after we’ve we’ve done our map of the process. What are we? Well, you said a lot of conversations going to emerge out of this just out of the mapping exercise, right? and pain points. My voice cracked. Sorry. Like I’m 14. Bank points are going to emerge, and that’s where we can maybe applies in technology. Thio make things more efficient for us. Certainly. Yeah, or at least change the Or maybe maybe the process even shouldn’t change. But we need to understand why we’re doing it this way. Is there a good reason for doing it this way? And is there a reason for not changing? That happens sometimes. Yeah, absolutely. Yeah. It’s not that everything in your process needs to change. A lot of times you got where you are because you’re processes is working. It’s just there’s some reason that drove you to be, too to need to look at your process or like, you know, here we are at this technology conference. A lot of times it is to adopt a new technology because something doesn’t quite feel right. Um yeah, white hair. I believe I can pull this thing off your clothes. I have his white hair on my sweater. I can’t get it off because it’s so close. I can see it so close by you see a double and I kept grabbing the fake one. All right, I got it. Ah, little host. Digression. Okay, so there’s more to say about this, so I know part of your presentations will be mapping toast journey, but we don’t We’re not gonna do that here. No time for our last break. Turn to communications, PR and content for your non-profit. They help you tell your compelling stories and get media attention on those stories all while building support for your work. They do media relations, content marketing, communications and marketing strategy and branding strategy. You’ll find them at turn hyphen to dot CEO, We’ve got butt loads more time for process, blocking your progress. But we still have another, you know, 10. 50 miss together. So what are we gonna whatmore do? Small and midsize non-profits need to know about this. The workflow process, uh, so that they can scrutinized their own. I mean, it’s it’s important. No know, going into it it it could be a dip, a difficult discussion. It is always important to bring in all the players, right? And really, even though we on the radio aren’t doing that exercise, it is an excellent exercise too. Open up people’s minds to that we all understand how to diagram. Can we talk about it when we talk through the toast example? Totally. You know. No, I don’t think it has to be visual. Right. So this is we’re using this as an example of how to map your your own workflows process. Yes, exactly. And it’s and it’s ah, like and exercise. You can literally do this exercise with your team. So it feels kind of like, why would I do this? But it brings laughter. It brings cohesion. Um, and it also brings an understanding of Oh, we all see things from different perspectives. And when we actually talk about it and get it out in the open, we can see that and then improve our process. Because that might have been some of the problem is that you don’t actually know what other people are doing. A little skeptical that gonna bring all this out. Okay. All right. So go ahead. You the facilitator get us started. So the first part of the program are the exercise is going to be thio, actually. Diagram, toast. So with a piece of paper and you are going to draw an image of how toast goes from, you know, a piece of bread. Two toasts on, whatever it might be. So for me, I use the toaster. In other countries, they use a saute pan. Um, right at the end of the toast. Maybe you just want to eat it plain and dry. Maybe some people don’t. Maybe they put butter on it. Maybe they put jelly. I was I did this presentation in in California earlier. There was a gentleman from Australia. He puts Vegemite, right. It’s like what? What are the different people bringing? Some people look at these examples as, um, very people centric. Some people are very, very detailed. Some people keep it real simple. Well, I mean, included in this, you have to go to the go to the pantry or the refrigerator where you store your bread, right? You got to get you to get the substance for some people may not remember that step. And what’s interesting I actually just spoke with a client is very good that I thought that’s absolutely Yeah, I appreciate that. Okay, So, um, so I just spoke with a client who’s actually used the example in in her non-profit setting in the foster care agency she works with. And what she found was interesting is that she now knows kind of how people think, like, how they think about what they’re doing. And what do they need, Right? So she gave a really great example of one of the women needed. All of the resource is before I get started, I need to have the jelly Neto have the toast. They need to have, um, the plate. Right? Whatever reason Plan is a planner and that opened her eyes to how to better communicate with that person because not everybody comes in it that way. When I draw the toast, I get the plate in the middle. I also like we always joke about isn’t like I’m single, Mom. Some like doing the dishes when the toast is down. I’m doing something else because I’m gonna be super efficient. Okay, Okay. All right. So Okay, so there’s other value in this duitz. Yeah, in terms of understanding people’s work personalities. Exactly. All right. All right. What We teach us that little more. It totally. But I want value. Not just, you know, not just filler. So, um, what else? All right, So, you know, in terms of what else? What else have you learned from this? Well, so then Step two is to then take all of these action items, make the sticky notes right. Okay. And so the point of the sticky notes is our brains actually work better with work of almost taking notes. All of the action items, all of the action items. So refrigerator walked to the refrigerator, bring the knife out, get the jelly, get the bread pushed down the toaster, right. If you forget any of those steps, you have an opportunity to actually include them. You can also reorganize them. So if you find that it’s more efficient to get the plate and the jelly and the toaster and the bread and all of these resource is beforehand, you can move them from where I had them right in the middle, right up to the front. Which means that you might need pantry to store all these things, right? So, like, how can you make that part more efficient? Sometimes your eyes roll the back of your head. You know, you just when you’re thinking when you’re thinking, I thought you were having having a stroke? No, your eyes roll back. You know, I do a lot of weight. I don’t just recently started doing have been not crossing, but it’s like they’re rolling back like a stroke. How do you do that? I have no idea. It’s all white. Everything becomes white, There’s just eyelashes, and it’s probably can’t do it on do it consciously. But I’m thinking, Yeah, it’s going real time. I let it go. One person let go. But now you’re gonna call it out. Thanks. Probably nobody noticed. Well, everybody’s gonna know my eyes turn away Another 12,000 pod castles. They definitely did not notice. Okay. All right. So you have fun here non-profit radio because you’re not gonna have fun. Then why the hell by d’oh bother. I dragged my ass over here. That maybe I don’t. I always, you know, Thio, New Orleans, great city. OK, I know it is, but I wouldn’t have been here if it weren’t for ntcdinosaur you probably on a beach in North Carolina. Yeah, anyway, okay, that’s a host aggression again. Um all right, so what the Post it note stage every little step and then you can decide Reorder you can reorder and s o Tom says that the the ease with which we can re order it makes us more likely to improve the process, right? Are were more willing to improve. We’re willing to change things when it feels feasible and easy to do that. If we can’t If it feels like you know, um, my team member created a diagram on, um, some program, right. So it’s got the arrows like Power point or something, right? Like she did this. All this work to make this process look like that unless likely to go in terrible her work. But sticking notes are really easy. They’re real cheap. They’re very like budget friendly, obviously for organizations. And this toast exercise really again just allows you to be free flowing with it. Part three. Okay, let’s move on. A par three is then to take everybody’s individual sticky notes and put them together. So now you’re actually building cohesion. You’re hearing actually what other amglobal wants? You’re putting them up on the board, am tryingto rationalize them all into the same process. Exactly. But some people, some people have some steps and other people skip those steps in Italy, they might not plug in the toaster. Nothing’s gonna happen if you press that down, right? And so it’s like you can pull all the all the pieces. This is where where someone is walking, you know, the boulder from one organization to another. You realize that that you didn’t realize that was actually happening before you finally get to hear everybody’s voice. Okay, Is there a step for no? So that’s that’s the exercise. But then the thing is, is guest set for, I guess. Yes, Retract what I said. Yes, there is a Step four is to do this with your own processes, right? So to look at this really complex process, you need to organize it into smaller chunks that are more manageable, right? And then you can diagram it. You can sticky. Note it. You can work together and bring in where What? The program manager believes that the processes and then that people who might actually be doing that process and hearing like I brought up this home study or the licensing process. There are certainly program managers that are approving. They might initiate part of the process. They are, um, connecting that process with the case manager with social worker. All these people are coming together to make this process happen. There’s also external factors, like the state agency or the back where the background checks are being done, or the people who have to approve the home study. So there’s all these people at play, and it really helps to bring ah Fuller Circle because the program manager might only be connected with the case manager and a social worker. But these people are connected to the state agencies. And where does the family come involved? Right, So you’re pulling ever. You’re being able to see everybody. Okay, now, in your own organizations, if you’re not doing this kind of work, um, there may be processes that that you’re just not comfortable with. Maybe maybe even before the before you identify specific pain points. You just know that something is something is not right about the way we I don’t know, acknowledge and process donations and send acknowledgements. You know, there’s something that it takes us too long. It feels like it’s harder for us than it is for my friends and other organizations, so that might be a rationale for applying this process. Absolutely. That process applying this this exercise to that process. Okay, okay. And really, I mean, Tony, you can also mean we’re always doing process. So I love this book. Um, I might get the title a little bit wrong, but it’s like the life changing magic of cleaning tidying up, and she actually discusses process in our life. It’s just like spring cleaning every year. But she organizes, um, all of your items in your house into certain groups. Then she you take out what’s what’s not needed. You hold it up right? And so I talked about the mission is like holding it up to you. Don’t feel joy when I touched this item. If no, it’s gone. It’s no longer part of the process. So, like part of the process, I guess when you’re combining and you’re finding that cohesion with all your team members is going back and aligning with your mission and even even the mission or the mission of whatever project you’re working on, right? So if it is your donations and acknowledgments, you’re wanting to get those out. How? Making sure that that aligns with how you run your organization, the values of your organization, how you value your donor. Okay, Because a lot of times donors are multifaceted and how they work with your organizations. They’re not just offering funds to you like they might be boardmember sze. They might have been volunteers. Some of the agencies that we work with, they might have been families. So how are you touching all of these? These people who have multiple connections to your organization. Okay, Okay. And I like how you bring it back to mission also mean that mission. It’s sue and whatever, whatever this process is that your being interested. Really? Really. This is organizational introspection, right? I mean, that’s the way I see it. You’re you’re you’re you’re taking a deeper look at yourself as an organization. How do you work? Yeah, absolutely. And I mean, like I said to write. So I didn’t want to throw in that, um, that book just because it felt really good. It’s just like you would do spring cleaning annually. You’ve got You’ve got to constantly go back to this. So, um, sometimes your mission might be stale. Your, um, people aren’t feeling it. I mean, you just have a sense if you’re in the organization. So wishes it’s out of the mission is Dale. It could be there is potential for that. Right? So it may or may not. One of the things in certainly in the workshop that we’re going to talk about is actually making people also relate to the mission. So, just like the process of mapping out where your processes making it possible so that your team actually feels the mission that they relate to it. That’s not an abstract idea. If it is a top down or as you’ve added people into your organization over time, though, it could be you. Yes, you may have. Your mission may have become less relevant. Or or you may have strayed from it, diluted it or the mission itself may require evaluation. Rethinking? Absolutely. Yeah. Okay, that’s a very healthy exercise. We’re gonna leave it there. Ok? All right. She is Stephanie newsjacking and she’s director of Reach Solutions. I said it right tonight. Bear close. Yes, yes. Okay. And my interview with her with Stephanie Sponsored by Network for good. Easy to use dahna management and fund-raising software for non-profits. Thank you so much for being with non-profit radio coverage of 18 NTC next week. What business is that of yours? If you missed any part of today’s show, I beseech you find it on tony. Martignetti dot com were sponsored by Wagner. CPS Guiding YOU beyond the numbers bruckner cps dot com But koegler mathos software Denali fundez they’re complete accounting solution made for non-profits. Tony dot m a slash Cougar Mountain for a free 60 day trial and by turned to communications, PR and content for non-profits, your story is their mission. Turn hyphen to dot CEO. Our creative producers Claire miree off Sam Liebowitz is the line producer shows Social Media is by Susan Chavez. Mark Silverman is our Web guy, and this music is by Scotts. Dine with Me next week for non-profit radio. Big non-profit Ideas for the other 95% Go out and be great talking alternative radio 24 hours a day. Do you run or are ready to open your own business? Hi, I’m Jeremiah Fox. I’ve been operating an opening small business for the last 25 years, and I’m the host of the new show, the entrepreneurial Web tune in every Friday at noon Eastern time. for insights and stories on the nuances of running small business right here on Fridays at noon talk radio dot N. Y c. I’m the aptly named host of Tony martignetti non-profit Radio. Big non-profit ideas for the other 95% fund-raising board relations, social media. My guests and I cover everything that small and midsize shops struggle with. If you have big dreams and a small budget, you have a home at Tony martignetti non-profit Radio. Friday’s 1 to 2 Eastern at talking alternative dot com. 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Nonprofit Radio for October 4, 2019: Beyond Local & Online To IRL

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Emma Togni: Beyond Local
We’re talking about scaling your community. Want to go regional? National? Global? Stay online or move to IRL? My guest from 19NTC is Emma Togni with Social Techno. This is our last of 32 19NTC interviews.

 

 

 

Amy Sample Ward

Amy Sample Ward: Online To IRL
Amy Sample Ward continues our convo and focuses on in real life community building. Drawing on NTEN‘s experience, she has strategies for growth and local empowerment, and shares resources. She’s our social media and technology contributor and NTEN’s CEO.

 

 

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Hello and welcome to Tony martignetti non-profit Radio Big non-profit ideas for the other 95%. I’m your aptly named host. Oh, I’m glad you’re with me. I’d get slapped for the diagnosis of trypanosomiasis if you infected me with the idea that you missed today’s show beyond local We’re talking about scaling your community. You want to go regional, national global, stay online or move to in real life. My guest from 19 and T. C is Emma Tony with social techno, and this is our last of the 30 to 19 ntcdinosaur views and online to i r l Amy Sample Ward continues our convo and focuses on in real life community building. Drawing on intense experience, she has strategies for growth and local empowerment and shares. Resource is she’s our social media and technology contributor and intends CEO Tony’s take two planned giving thievery responsive by witnessed e. P. A. Is guiding you beyond the numbers. Regular cps dot com Bye Cougar Mountain Software Denali fundez They’re complete accounting solution made for non-profits tony dot m a slash Cougar Mountain for a free 60 day trial and by turn to communications, PR and content for non-profits your story is their mission. Turn hyphen to dot CEO and here is beyond local. Welcome to Tony martignetti non-profit radio coverage of 19 NTC. That’s the 19. That’s 2019 non-profit Technology Conference. We’re at the convention center in Portland, Oregon. All of our 19 ntcdinosaur views are brought to you by our partners at ActBlue free fund-raising Tools for non-profits to help them make an impact. But I’m right now with Emma Tony. She’s a marketing manager at social techno and, uh, welcome, Emma. Thank you. Thank you, Tony. Does it have you? Andi, your topic is creating global communities online and in real life. So we’re talking about scaling groups. So you might have a local group. Might be a tech group. Might be a healthcare group for chess playing or dog walking. I don’t know. You have a community, local community somewhere. And we’re talking about scaling that you might not go global, but maybe you’ll go statewide from town or national to st. You wantto You wanna help us do that? Yeah, s o in Texas. We are actually a global community. So we round in Italy, as social tech knows essential enterprise. The text of global Network program. So actually we are. We have been scaled by a tech soup and precisely in, especially in Italy, we have different kind off communities. We are building up in the third sector. Um, for example, we gather people from different sector. We didn’t the non-profit one that help and we enable collaboration and relationship with between these kind of people. And we help to connect this people with other organizations abroad. So we really believe in the power off connecting people around the world. And we do this via, for example, train activities or out of events we do in Italy as well as in the Europe will get a chance to dive into the details. But you’re doing this both online and in real life. Yeah. Where you based in Italy were busy. Milan, You’re in Milan. I have spent a little time there. I flew in and out of that. Malpensa is the airport. Yeah, but I’ve spent a couple nights in Milan. I know, but I’ve been to really I’ve been totally five times. Uh, from Rome. Naples, way down South Georgia. Toto, which is in Calabria, of course. Vonette Cia, Forenza Bland Palermo. Ging quit arika. Yeah. Come back, durney. I have I will again. But I have been back many times. There are other places to visit to after I think they have to be more egalitarian about my my international travel. You spread it out a bit. Um Okay, So, um, how do we get started? I suppose we let’s ah, let’s say because more likely for our listeners, Aaron Small and midsize non-profits. So it’s more likely that there let’s say their local or they might be statewide and they want to go from they want to go to statewide if their local or national you know, if they’re if they’re statewide, how do we How do we get started? We have this ambition. Now what do we have? How do we channel our ambition? Thio, meet our goal to be statewide national. I would say Let’s start from your mission. If your mission is, um is strong enough and it’s it’s scalable. Let’s say so. If you have a mission that could be actually spread it around the world. So stuff from that and ask yourself what’s the best? The best way to scale this mission around the world. For example, in tech soup, we do have the mission off building a bridge between no profits and the technology and to empower non-profits in the use of technology with air. Well, they’re on a mission. So beginning from these, the statement we were like, What’s the best play to the best way to, you know, to do these two actual to deliver these mission around the world is to be partner off local s social enterprises around the word. So actually, the Texas back-up program is round by social enterprises. Locally, look for look for local partners. Exactly. Get started. Exactly. So our claim is they need these global and so we are. So they need is the need for technology and the use off a technology from the non-profit secretaries is something that it’s global, but only the local enterprises, Maybe they do have that knowledge about the non-profit locally, that is, that enables the tax up to, uh to run their their mission locally. Okay, so they have the knowledge off the territory, the knowledge off the third sector in the nation. So this is the model that we use. So think about the mission and the better as well. The business model that can fit. Because, of course, there’s gonna be local expertise. Yeah, you know your scale. It’s it’s expertise in a in a nation, my example. It’s local. It’s expertise a little broader in your state or in other states, um helps to have that buy-in and on dat knowledge of culture then and also because you’re your topic and we’re talking about in real life. So ultimately, we want to get not just from online communities. We want we want to be meeting face to face. And if you have local partners, you’ll have maybe some brick and mortar. Or at least you know where you can gather. You know you’ll have those local contacts. Yeah, for example, we do have a known online platform that we share with the older partners off tax, which are more than 70 in 230 plus countries in the world. So we have this platform in common, but actually, when it comes to real life, we really rely on the initiative of the single partner in the nation. So, for example, in Italy, we do a lot off local events around around Italy to help non-profits to get access to the technology as well as food and wine events. Absolutely absolutely Happy hour thing. Part off the key important meeting in the morning after hours. Exactly Good. Yeah, it’s a good way to networking actions, so you need in person over food and drink. It’s time for a break. Witness C P. A’s They had a wagon are on September 25th. It was exempt or nonexempt. Forget it. You missed it. But you do know that you still need to classify your employees correctly. So don’t worry. You got nothing to worry about because you watch the archive. You goto Wagner cps dot com Click Resource is and recorded events that simple. Now let’s go back to beyond Local Let’s see what else we talked about flexible of programs, programs that adjust to the local culture. How do you, um, how do you think about that? And you met you make those adjustments and have that kind of flexibility. When you’re you’re a global organization, you’re there. So there is an umbrella organization. There’s gotta be some structure, but you want to be flexible enough to accommodate other other cultures to how do you balance those? Yeah, for example, tech soup. Global rounds tax, of course, is mainly online. So and we decided to go for these models. So we do provide courses online, but as well as in person. So because in Italy will are a small country, right. So we have the possibility off also for the location where we are small, small, but beautiful. Exactly. So we are the capability to reach out to people, to gather people in a room and to deliver workshops and also in tailor made courses and train activities in house like we go to the non-profit and we hold workshops on their premises. So, you know, disease are kind off. Um, this is the way we scaled program, which is international, about the courses. And we adjusted to the specific reality off the Italian lorts sector. Now, tech soup also needs to manage language language barriers. Now, in my example, we’re not gonna have language barriers, Although somebody from the north might not understand someone from the South. But that’s more mindset, I think, than language and language. But in your case, how do you overcome barriers of language for an international organization? So we partners off tax super. We have the zoning platform where we all work together in on. Actually, the off course. English is key to collaborate, but also all the materials, the tool kids, the marketing materials as well that we share our translator localized by the single partner. Also because, um, it’s not not not only a matter off translating the words, it’s some better off finding the right communication words for your audience. Because if you talk about, for example, digital transformation, you have to, ah, took with the words off your audience. So it’s not only a matter off translating from English, it’s a matter off getting the same wavelength off your audience. So it’s on this kind of work. Okay, okay. So well, there again, you have your local partners think valuable for that. Um, so tech soup has, uh, they have their social events as well? A CZ. You want to keep it social too? I mean, aside from the learning the learning environments, do you have just purely social events as well? Is that valuable? Yeah. In Italy, we do a lot off local events with our donor partners, For example, you know, Google Airbnb. Microsoft s so big brands, Um, and the in-kind off events locally that we we host our training activities mainly. So we have we Our mission is to build capacity and digital competences your sector. So we do. Do you have some social events also that are not training oriented? Just pure social? Um, yeah. Networking events with some began NGOs are ampules in the in Italy yet, you know, to spread the voice about tax soup to build strategic partnership and relationships with some non-profit organizations in the territory s Oh, yeah. We do have also live events on Facebook as well, because it’s a It’s a community, which, where, um, that it’s built on online and offline. Is there also? Ah, you know, people Facebook. Facebook is annoying. A lot of people I see, I actually see. I see a lot of people moving to zoom video over Facebook live. I’ve done that myself. But I’m not just using myself as an example. You got the idea from a lot of other people. Okay, Who? I’ve, um I just I just see getting away from Facebook live. I’m invited to fewer Facebook live events, and I’ve been invited to more zoom events in the in the past year than had been in previous years. Yeah, this is a good example off and not a scalable tool. Because if I if I you would do ah Azuma event in Italy, they wouldn’t understand even what zoom is maybe no. So they must use use the tool for prom M peels in Italy are eyes facebook. So you need to ask yourself, Where is my audience? You’re internationally. Zoom is not exactly so. You need to ask yourself Where is these? May be a great idea. Maybe we do use, for example, tools that are not used by at the other impurities in Italy. But not because we are enthusiastic about the tool is that means that it’s used from from Iran. So I really have to be humbled to ask yourself, Where is my union’s? Am I willing to reach out to them where they are, where they’re very good point? Yeah, you’re right. Zoom is not international. And Facebook. Facebook is a big advocate of zoom. Yeah, but absolutely right. Good point. Thank you. Um, you also made another point about corporate sponsorships. If you’re going abroad or you’re just going beyond your own communities. I’ve been saying, um there may be a sponsorship opportunities for for your events in the places where you’re expanding too. Yeah. Could you mentioned Airbnb and, uh, Microsoft? Yeah. Or, for example, with Amazon web services. We did our road show, which is actually international. So we started over in in Italy. It’s basically our train activity about all the services off Amazon for the non-profits. Um, so we started in Italy, and they got enthusiast about this this kind of event. So they scaled in the UK and in Australia working alongside with the local Texas partners. So this is on. This is a good chance to get funding for, for an event, get the non-profit trained about that digital tools and make everyone happy. Another possibility. Overlap between doing international work and maybe and going national is time zones. How do you How do you overcome internationally? You can have 12 hours difference, but nationally, you know, if you just if you’re going from your state to the country just three hours difference, but that can That can make a difference. How do you What’s your advice for overcoming time zone differences, We plan ahead. So if we have to work with the U. S colleagues, for example, we plan Thio, you know, to make the actions Radi before you know the time zones. Um so actually, we we use a lot off tools for project management. A share with the colleagues. Ah, lot off. You know, also teamwork, um, tools that help us to keep up to date with the medical leagues. So, yeah, we really rely on these kind of tools, like slack or yeah, So we leave that. Okay? Yeah. I live on a little more about having things ready in advance. What do you mean, there? Eso? Because we have a lot off that lines, for example, for launching a new product for launching a new program which is international. So we are alerted by the US colleagues, and then we plan ahead or our actions so that when they when they say we go live on this day, we are already we are ready to be to be live. Um, you talk some about threats of closing civic spaces. I don’t know if that could happen in the U. S. It seems like anything could happen these days, so I’m not gonna discount that possibility. What? What? One of the problems there first. Before you get to what? What you do too, to try to help prevent that. But what problems do you have about closing of civic spaces? Um, we don’t have these big issue in Italy, to be honest, but we are experiencing Ah, great reform off the off the third sector, which is like shrinking the power off non-profit toe, make a greater social impact in terms off hyre toe toe, make the, for example, some restrictions, some fines as well a taxation. They are getting higher and higher. So you know these These are little adjustments to the low that actually prevent ah, no profits to have the freedom to act finds for what? For purposes finds for what reason? Because And the main finishes suppression. What’s the What’s the reason? Yeah, The main issue is they want to get rid off the little organization that the head doesn’t have, ah, social impact. So the little months made up off 1 to 2 people, they want to structure them as an enterprise or as our structure impute so they don’t want to have a long tail off the sort of sector, saying that there are billions off non-profits that they have just the label. But they don’t do actually something impactful. Back-up uh, what’s telling What’s the reaction among the third sector in Italy? Thio. Making operations more efficient? What’s the reaction? There is a lot of buzz. Ah, and also they are forced to publish, like a balance sheet off their activities and our social impact kind of assessment. So we expect super. We’re trying to help them to a bill this kindof assessment off their activities to be published online. There is a really a blurriness around this topic in Italy now because the reform is not published like formally now. So we’re still waiting for, you know, news and updates from the government. So this is a government agency that would yeah, coordinating all this data elearning on deciding which organizations can continue non-profits and which have to be enterprises incorporated as enterprising. And it’s becoming also like a requirement to be, um, at a certain point, digital s o. They are calling the third sector to be digital transformed, you know, So because this is our kind off our requirements from the low so way are trying to, you know, work with work week with the no profits toe. Get them trained. Is that Is that a change that could be legislated? Cannot be Yes. We all should be using technology smartly. It makes us more productive. But is that is that a change that could be give you created by government? Fiat Yeah. Okay, I get to I give you Ah little example. For example, now in Italy, it’s ah, it’s a low to make the voicing Onley digitally and Elektronik Lee so can’t have paper invoice anymore. No, no, no, no. For commercial. This is for companies also not just for the company itself, for from the small medium and large enterprises. So if your name Asmal our medium impose, you have to be ready for the electronic invoicing. So this is a trick, right? So you if you don’t have some digital skills or technology competences, you’re not ready to deliver the service. So this is an example Floor Yeah, s So what is the little what? What is the little, uh, a little past each area? How did they How did they take of the fruit flavored order on the corner. How did they How did they comply with this? I’m not sure they are involved in this kind of legislation, but for sure, the medium big M peels and enterprises are, for example, we as a social enterprise. We do deliver Elektronik invoicing now. Well, yeah, next to tech soup can I’m worried about All right, So you’re not so smart s o. So maybe it’s not the smallest businesses, or they are like, I suppose you just have three or four people. Family, family? Uh, yeah, family business on the corner. Uh, they are they covered by this way are 10 to 15 people in Texas, Italy. But we are, um, coping with, ah, lot off appeals. And we have the, you know, the donation program and the all the services. So we are absolutely involved in this in-kind off legislation because smaller non-profits are encompassed by that. Okay. Uh, no, you’re very interesting. He’s from the word. Pardon me news from from either in the world. Do we still have another five minutes or so together? What? What else? What else would you like to share on this topic? that we haven’t talked about yet. Um, for example, I’d like to share the fact that I would like to scale this kind of vivendi and 10 in Italy. Son was wondering if it’s feasible, actually, because it would be really interesting for the third sector in Italy to have this kind off initiative. And so, yeah, you doctor and 10 about that. Not yet. I knew some some off the text Super advisory board. The stuff easy involved in the intent is helping. Intend to plan this out? S Oh, yeah. Let’s see. Let’s see. I went to a I went to a fund-raising conference in Italy. I spoke at a fund-raising conference. Um, it was, uh, first of all, it was festival del fund-raising. Wow. Do you know it is their most probably five years ago or so? What’s the name of the man who runs the radio? Dellaccio Melinda. Melinda. You know Valerio durney? Well, he was teaching a columbia for a couple of years. Is he’s busy back home in Italy now, or Yeah, New York. No, no, no. He’s anything. You know, I met him when he was teaching at Columbia. Yeah. Valerio invited me Valerio. Melinda? Yeah, like this. We have friends. So he he holds a really interesting event about fund-raising. So we have the first of all. Yeah. Yeah. Still seal were sponsor off the this kind of event of sex of Italy. And also, we were trying to do the same four months off land about but about technology, so it would be really interesting. Okay, so there will be a intend Italy. So you know that I would come, I would come and I could talk about podcasting. Yeah, I heard there was a very popular podcasting workshop here. I could do a podcast in workshop there. Have how to start a podcast. I could actually. Oh, yeah. At the festival del fund-raising. I was talking about my other work, which is planned. E-giving. It’s a It’s a form plane. Giving fund-raising would Wouldn’t Wouldn’t be good for a tech soup. Confident I could totally do my other. My other friend in Italy is, uh, where this goes way back. My first trip in Italy. His name was Mario Bootsy. He’s not You don’t know Mario, but he’s from Milano, actually is from Wow. But But this was my first trip to Italy was in 1990. Notes. I graduated from law school. Was that 19 2098? No. When did I graduate from law school? In 1989 to 92? I graduate in 1992 So let’s go back to 1992. You were very young. Then Mario, Bootsy and I met. We were sitting next to each other at the We were there to see Aida at the Baths of Caracalla in Roma. So he’s a He was a bartender. He was a bartender in Milano, but he was on. It was August. He was a foregone stow the August vacation time. I’m not saying that for you listeners, you don’t know if argast Oh, is. It was for a ghost. Oh, so he was on vacation in in Roma. Um, I bought a ticket there, Aida at the Baths of Caracalla, which, of course, operated live operating room. It was a four or five hour production. There were live animal, there were camels and tigers and well, it’s the desert. Maybe the Warren Tigers. But whatever, there were camels. There were camels on the stage and Mario boats and and there were two intermissions because it’s so long. Mario Boats and I I spoke just a little bit of Italian poker, and he spoke even less English. But he and I carried on so well during the intermission, we had drinks together and then we walked back. He we left and we walked back. I walked back to my stay Attila pin pin Cioni on, uh, he was going back to wherever he was staying in Rome for his vacation time, but we got along famously for well, like a five hour production in another hour and 1/2. Walker’s because a long walk And I thought, You know, if the two of us Me and Mario Booty the new law student, the new law grad from I’ve been to law school through law grad from the U. S. And the bartender from Milano and we could get together this way and neither one of us has treyz translators. I thought, you know what a way to bridge differences over over Aida Karnak Ala was created because of me. Then community and I, we were in touch for a while, and then we’ve fallen out of touch instead. But But I still number his name? Mario. Bootsy. You have to come back. Oh, I’ve been okay. All right. I guess usually I let my guests wrap up, but I just Did you take the last few minutes encourage boards of encouragement? Um, stimulation, You know, what would you like to close with? Um, I would like to to tell to older non-profit sector around the world to be courage enough to take all the, um, their mission and their competences within the organization to strive to do the best to make our social impact, which is, ah, related to their territory specifically. And don’t forget to death globally and go global. All right. She is Emma Tony, marketing manager at Social Techno. And you are with Tony martignetti non-profit radio coverage of 2019 ntcdinosaur profit Technology Conference. Emma, thank you very much. Thank you. Thank you, darling. Thank you, listeners. Very, very gracious. And all our 19 ntcdinosaur views are brought to you by our partners at ActBlue Free fund-raising Tools to help non-profits make an impact. Thanks for being with us. We need to take a break. Cougar Mountain software designed from the bottom up for non-profits. Simple to use phenomenal support. Can you say that about your accounting software? Have you got accounting software? You’re not still using Excel spreadsheets? I hope not. Please don’t tell me that. Cougar Mountain. If you’re in any of those situations where you can’t say yes to all those things or you’re still using spreadsheets, check out Cougar Mountain. They have a free 60 day trial. You’ll find that you know where on the listener landing page at tony dot m a slash Cougar Mountain. Now, Time for Tony. Take two. I was accused of being a thief. Um, this was by a niece years ago who did not trust me with her aunts Jewelry. This is back when I was a nem ploy e a director of planned e-giving. What she said to me was just incredible. Um, she was, uh, she was trying to ask. She’s actually trying to curry favor with me because she wanted me to reduce the university’s interest. I was working at the University of the time, interest in an estate, and she was a beneficiary of the state. So if if I was willing to accept less for the university, she would have got more um it doesn’t work that way, but she didn’t understand that on dumb. Amazing. So she went so far as to accuse me of being a thief. And you just have to check out the video. Thio, Hear the full story? That’s with Peter Heller. He hosted me on Heller Consulting Group Video. Siri’s. You’ll find the video, though, on my site at tony martignetti dot com. And that is Tony. Take two. Let’s do the live love. It’s gotta go out If you’re listening live The love goes out to you wherever you are If you’re in New York, New York if you’re in Beijing Uh, who else checks infrequently? Oh, of course. Bangalore, India. We’ve heard from recently, uh, California. Often checking in, um, New Jersey, Yes, North Carolina. Wherever you are listening live The love goes out to you. So glad you’re with us. And the podcast Pleasantries. You gotta have it. Can’t If you’re gonna live us in love, You got a podcast. Pleasantries. You can’t have one without the other. So the pleasantries go out too. That’s where the vast majority of our audience those over 13,000 people listening each and every week. Amazing it really is amazing. I don’t know. Sometimes I wonder why Why you stick with this? But I know you’re not leaving because it’s good value. That’s why. So the podcast Pleasantries going out. Thank you for being with us at whatever time you listen. However, we fit into your weekly or monthly podcast scheduling pleasantries to you. It’s my pleasure to welcome back Amy Sample Ward. You know Amy Sample word. She’s our social media and technology contributor and CEO of inten. Her most recent co authored book is Social Change Anytime, Everywhere about online multi-channel engagement. She’s that Amy Sample War Dot or GE And at Amy R. S. Ward. They are, of course, for Renee. How are you? Any simple word? I’m good. I’m good. How are you? I’m doing very well, Thank you. Glad you’re with us. Back. Back with us. Yes, I It is always fun. OK, good, very state that very clearly so very clearly and emphatically. So it must be unless there’s somebody twisting your arm to say, Say, fun, tell him it’s fun, but it’s not because you’re in. You’re in Oregon and I’m in New York, so it’s not me doing that it must be someone else. Um, well, no. I do wish that we could coordinate for on in person, not at the NTC. Like back in New York in the studio recording for one of these? Yeah, You missed getting to go because it feels so much more official than just talking to you on the phone right now. You know, they’re with headphones on and a big microphone. That’s like, the proper way to do it. Yes, you do. Yeah. Andi, we’re in a new studio where two studios from the last duty or you were in with me. We’re not now. Yeah, we’re in a new studio. Just Ah, just a couple weeks. But this is my first recording in the new studio and tomorrow’s show we’re recording on Thursday. Of course, tomorrow’s show will be the very first, very first full show in the studio, so Yeah, well, when you’re in New York, you let me know and we’ll we’ll do our best to work it out. Okay, I will. Okay. In the meantime, let’s talk, uh, trans nationally, Um, and, uh, Emma. Emma, Tony was just talking about my burning my burning question. From what she said, Is there gonna be on ntcdinosaur Lee because she wants one? Well, I appreciate that He does. And I appreciate this is so important to you that you consider it a burning question myself. Course. Didn’t you clearly want to go back to Italy? I would look exactly, exactly right. Fund-raising present involved. L fund-raising was wonderful. Is there gonna be in it will be an NTC, which she called in 10. But we know everybody does that, but she means ntcdinosaur Is it gonna be one in Italy? 2020 2021. Uh, well, we have plenty of NTC contracts for 2021 22 contracting 23 right now and 24 later this year. All of those locations are in the continental U. S. And 10 you know, has a office in Portland. So we as staff, are always trying to petition Andrea unconference director to let us go to Hawaii for NBC. We haven’t done that quite yet. We haven’t. We haven’t won her over. You know, we do get a number of folks request stains, even if it isn’t the NTC as the NTC. But at least requesting that N 10 convene events in other parts of the world and that the US is super awesome. It’s great that people really trust and enjoy the events that we put on at this point. You know, we have kind of a two sided coin to this for the NTC. It just has not made sense for our mission and our Gail and how many staff we have to try and go outside the U. S. For our other programs where they’re delivered online. And that is definitely something that folks do actively participate in from all over the world. We have folks who gotten their professional certificates from us, for example from, um, Switzerland and Canada and the all over. So we know that those programs are easier for us to scale in that way. But the NTC hasn’t yet. However, I and other staff often support convenience elsewhere. Whether we’re on, you know, planning teams are we helped recruit speakers or we ourselves travel there to speak. So the end 10 the in tennis that we can contain as individuals gets to go to other places. But so far on the docket, there is not an empty seat. Aly and very sorry. Okay, I understand. This is this is why you’re a CEO. So so diplomatic and eloquent. If somebody asked me that question and I was in your job well, first of all, I would never get hired. I could never be a jump. But assuming I was in some hypothetical world, my answer would be No, no, no, no. Plan to go to Italy. We’re not. You know, it’s We normally have around 20 countries outside the U. S. Represented at the MTC, and we often prioritized some portion of our scholarships for international participants because we know that the cost burden for them to come from very far away is so much higher than folks within the continental U. S. So we we recognize and really appreciate that there is a really international community for intent. It isn’t just us spoke, of course. Um, yeah. Okay. So, so diplomatic. So you know that I’ve ever been called, Have Now you have now. Yeah, I I’m gonna yet save this recording, and I think I’m beautified. I know you pretty well. You know what? We’ll talk every week, but I think I know you fairly well. I think your diplomatic. Yeah, I’m Bonified. My opinion destroyed already. Um, so related to the end. 10 work, of course, is Ah, a big part of the intern. Work is local real time events that you have scaled throughout the country, and I think even aren’t you Also is there Aren’t there in 10 events in in London, too? Yeah, they’re in 10 events. In-kind the U S or international. Exactly. So, yeah, that’s our That’s our topic. Um, what do we, uh, What’s what’s your What are your thoughts on what you heard? And yeah, I mean things that I was talking about that Not that I don’t think she doesn’t agree. Just that you two didn’t get into details. And now I get the benefit of going of going. Second is the idea about localizing that content, you know, making it you’re talking about, like not just translating from English to another language, but really making sure it’s relevant to folks in that area and something that we’ve found a lot is you can’t You can’t say toe a whole network of local groups, right? Like tomorrow we’re talking about this topic because even the topic isn’t gonna be relevant in every single space. Right? Or the way folks talk about that topic may be very different. And I’m sure you experienced this in fundrasing work to write, like, some people are going to call a certain thing by a different term. And if you tell everybody this is the term we’re using, there’s going to be certain pockets of the community that just don’t even care because they don’t realize you’re talking about the same thing. Yeah. Yeah, absolutely. Uh, terms, um, and just sensibilities. You know how you would go about fund-raising in one part of the country is very different than how you might do it in the Northeast, where people are often considered brash and too forward has to be more genteel in other parts of the country, like Midwest. I’m thinking probably south to I haven’t worked there, but yeah, absolutely. So, um yeah, that Andi, you’re right. We do. We sort of just touched on that, But the local sensibilities and that’s the advantage of local partnerships. I mean, you need to you need to rely on them as much as they’re relying on you for some support, right? And I think that kind of relationship and roll piece is what makes her brakes programs like this right. Organizations see themselves as having the role of making decisions, letting all of those folks on the ground know what the decision is and they’re there to implement it. That’s not motivating for them, but also it’s not going to be reflective of those local communities, right. So organizations already doing this type of work or trying to move towards this type of work really need to recognize that their role is meant to be the aggregator of what’s happening those groups and not the decider of what happened in those groups. Of course, that’s not to say, like all of your community groups can just run amok and do whatever they want Theirs, of course guidelines and hopefully lots of shared values and principles and purpose to why these groups are meeting and really focusing on that shared purpose will make sure the topics they bring up for what they want to d’oh with their group kind of stays in the right realm. But it then gets to be in their control and as the organization you’re there to aggregate it lifted back-up make sure it’s profiled, and that even goes, as far as you know, talking about tools. And I would love to hear your take. I know you were talking a little bit with them about Facebook live. I also have seen far fewer Facebook live. Um, invite your organizations using that, Um, so we can talk about that in a second, but just along the same lines as an organization, it’s not gonna work. If you tell everything, will group. You have to use the book live for your event because there’s gonna be groups that maybe are really small and only have a few people, and none of them know how to do that. And it’s better that that group is meeting than that group is trying to spend their time figuring out how to broadcast their meetings. Right? So not saying every single person, regardless of your location and contacts and topic, needs to use Facebook lives. But, hey, if you want to and you are able to stream, here are a few different tools. You know, you mentioned Zoom, for example, something that we do it intended. We say you get to use and 10 zoom account right like you don’t even need to try and pay for it or figure it out. We will just let you log in and host your event, right? So making it accessible and then folks can choose Oh, for us. Like we do know how to use Zoom. We know how this works. We’re going to do it. And another group could use Facebook live. Another group doesn’t have to use anything, you know, And recognizing that that means as the organization, you’re not going to get to see the event on dhe. They not every single group on your Web site is gonna have a little video link, and that has to be okay, right? There has to be, um, expectation that not every single group is gonna look exactly the same. It’s gonna have all the same content gonna have all of the same outlets and that that doesn’t mean the program isn’t successful, right? No, it’s not very hard because we’re used to having, like, a very perfect spreadsheet that says, like, Yes, yes, yes. All these groups did this, right? So having all the groups have different way they operate, makes it harder to evaluate. And that’s our problem is the organization. It’s not the program’s problem. Yeah, Yeah. Excellent. Okay. You raised a couple things. Uh, we’re gonna that we’re about to take a break. But I see an analogy with this in years ago when we used to talk about should should the community allow public Facebook comments, you know, are in any of the public networks I see in an analog to that. And then also, I want to talk some more about what kind of support a lot of the larger organization can offer. Thio local whatever they’re called. Chapters, affiliates groups, however, but we got to take this. Take this break, all right? It’s our last break. Turn to communications, PR and content for your non-profit. They help you tell your compelling stories and get media attention on those stories and build support for your work. You can count on them. This is what they do. Media relations, content, marketing, communications and marketing strategy and branding strategy. You’ll find them a turn hyphen to dot ceo. I’ve got butt loads more time with Amy Sample Ward. So yes. So I see. I see this analogy to I guess it was eight years ago or something? Whatever. Seven years ago, we’re talking about public comments. What if people say things that we don’t like? Um, you know, I’ve seen analogy out. There will be things we don’t like all day long, but the fear that you know, the fear going into this that it would be it would be anarchy. And, well, you know, uh, we won’t be ableto moderator. Should we Should we delete, you know, et cetera. So I sort of seeing an analogy to that. Those conversations we used to have back and I guess the dark days of social, the social networks. Well, you know, this might TF some of the conversation you want to have about resource ing, but I think the the biggest investment that organizations need to make in a program like this, where you’re gonna have distributed community groups of some sort, running some type of programming that you’re not present for is to invest in whoever those organizers are gonna be. The more they feel like an extension of the organization and actual leaders of this program, the more they’re going to feel comfortable and confident managing those types of reputational risk in person. on your behalf, right? If they feel like they’re just here to implement something and you know the organization sent them this saying that says Okay, go to here. Here’s the contact at the venue. We’ve already picked the venue. You didn’t even get to pick that, you know, And they’re showing up. Well, they’re not really filled with a bunch of responsibilities, right? So they’re not going to take it upon themselves to say, Hey like that we’re not having that conversation here. Or that’s not feedback that we’re having in this room, you know, whatever. But if you are really invested in them and building them up as the ambassadors and leaders of this program, they will be able to kind of carry that forward for you in person. And that’s the best safeguard you could build empowerment, empowerment you want. You want to empower your local leaders like and, as I was saying earlier, relying on them to but empowering them what, what some other kind of support. I mean, you mentioned a platform support. That’s that’s valuable, although, like you said, some groups might just want to meet. Maybe they only want to meet in real life. Maybe they’re tired of whatever they do or, you know, I mean, I think it’s also a good recognition that not all events format are great for streaming my right. Ah, an event that, you know, maybe in the summer, instead of having a speaker of the event. It’s a networking social. Nobody wants to be on video, just watching a bunch of people who were having to write. Recognizing that one piece of support we often find ourselves providing to Organizer’s is help this kind of mixing things up and having different formats and actually knowing, Ah, great deal about how you just put on events, right? So that we are a resource for them. Any time where they say, Okay, we don’t have a speaker lined up. Should we just cancel anything you don’t have to cancel? There’s lots of different event for months, but don’t have a featured speaker here, Like, you know, let’s open the kind of metaphorical binder and go through it together, right? So, being experts internally again, not so that you are prescribing, requiring the way that organizers do there that you are then, like the Event Planner Dictionary. For them, it’s super, super helpful and probably the number one thing that organizers in our programs like that call on us for all the time. The very first thing I thought of when you and Emma started talking with something that you and I have talked about a number of times, including, you know, insert. However many years ago, we first started doing these segments and that the if an organization is already taking the time to build up a program, why not build those resource is into tool kits and templates so that organizers don’t even have to bother emailing or calling you to ask for that help. Right? There’s a tool kit that says, Here are three event formats that don’t have a speaker, right? And they could just be like, Oh, phew! Okay, let’s choose one of these, you know, for next month. Since we don’t have a speaker. Whatever building up ready to use resource is is I mean, I could never recommend it enough. You’re already doing that work. You probably already built the template. You just keep it on your computer instead of putting it somewhere where all the organizer’s can access. Okay. Excellent. Yeah, right. the work is done. Just share it way, right? Yeah. Yeah. And we’ve talked about that in terms of identity. And, um what else? What else should be what? It zoho obvious that I can’t think of them. I don’t do this, but what else should be shared like that? Like like meeting temple? Well, yeah, that’s definitely like event formats and that kind of thing. Honestly, the things that we have, especially new Organizer’s folks who are just coming in into that role, but often times in a new city, right? Not that they’re new to that city, but it’s a new city for the program or our new location for the program. The things that they really really benefit from our templates for e mails because that’s where they get to start learning the tone and the personality of the program, right? They’re not expected to know that off the bat and be ableto, you know, send emails out to the local list and everything without just on their own, already knowing that giving them templates like, Hey, here’s the first message that you could send out that says, Hey, we’re starting a group and we want to do a survey of what folks want locally. Amglobal latto. Or here’s a email template for when you have an event scheduled in your, you know, sending it out to put on people calendars. And over time they’ll stop needing those things, but really just definitely something you already have. Right now we have every man we’ve ever sent, so just pull out some of those example. Emails kind of make them generic, right? Like in all caps, City name or whatever. But that’s a huge reverse that folks really have taken a man’s job in our program because it just saved them a lot of stress thinking they’re going to say the wrong thing on Dhe. We interpret that is them really caring right and wanting to make sure that they’re representing and 10 the best they can. And so we want to take that pressure off them and to say, Here are templates and it’s okay to use the gifts and, you know, do what you want to do, have fun with the group because that’s really how we want our kind of brand to be extended, and that takes a lot of pressure off. So basic emails events format and then things like, How do you find a venue and how do you get a local sponsor? Because oftentimes, at least in our experience and our programs, the folks who become organizers are there because they really love the people in the content of the meetings, not because they’re very experienced or even enjoy, like the hustle around town of like High. Will you give us $100 high? Will you donate some pizza? Hi. Can we meet in your office? You know, that’s not the fun part of organizing. And so tips and resource sheets that say, You know, many cities have these types of venues Coworking faces library e-giving them kind of ah, starter kit of where to look for reverses and venues is also really helpful. And we’ve found that’s one of the tools that folks organizer’s like to contribute back thio and add their ideas. So then the next time an organizer is looking at it also has ideas from from other organized. All right, all right. We met at the local museum, and it was fabulous, and they even included a brief tour of the collection and yeah, yeah, Okay. Yeah, learning from each other. Of course. Wonderful. Um, you mentioned Facebook live vs Zoom. And you wanted a want to flush that out a little more, I think. Yeah, I was just curious what you have, what? Your experience that has been. I know that you know that you did some tests with Facebook live? Yeah, it’s difficult. Yeah, I think the 1st 1 failed. Technically, technically. And I have an excellent social manager, Susan Chavez, who are happy to shout out. But there was some button radio, you know, some radio button wasn’t selected right or something. And the thing failed. Um, yeah. And and she knows what she’s doing. No, but yeah, she missed something in the back end. Set up Facebook. So I’m not not through with Facebook. Yeah, And then when we did do it, we did do a live segment. Um, it got some attention. It didn’t didn’t get as much as I would have liked, but some of that may be our own fault in, uh, doing sort of last. Well, maybe not last minute, Like the hour, but not allowing ourselves enough promotion time. That’s what I mean. And just and from the technical side. I much prefer Zoom. The damn thing is just so much easier. There aren’t a whole right. There isn’t a dozen radio buttons you have to configure correctly to get a get a live stream going. It’s all in the background. You pick a few things in settings and very few, and you could be up and running. And it has the auto invitation e mails. And I’m very impressed with Zoom. And you must be due because you said you offer it, use it and you offer it to local local groups for for nothing. Yeah, we’ve been using them. I mean, we used hang out. Um, Skype. We use lots of different things for lots of different purposes, you know? But, um, we just offer you some validation. We have the same experience with Facebook live. I think we tried it two or three times and basically every time failed. One of the time I stopped stopped in the middle of the video and we had to, like, log back in again even though it was broadcasting. So, you know, like maybe five people watched it. But riel reflection there is just like we were saying before. Really choosing the tool based on what you’re doing into the people are and sound like them is working for you. You know, for us we always feel like, you know, are we being so like dodgy by having these kind of boring community calls where we expect people to, like go to our website and say they’re coming and get a link and, you know, have it be kind of like a traditional webinar experience. But when we’ve done things like, you know, Facebook live and whatever else and they’ve been well promoted, there’s like five people there, but for our community calls where we’re doing them in our kind of traditional way of sending emails out and people go to the website and register that they want to come and log in at that very specific time. There’s, like 60 70 people on, so why I feel bad that that’s not working right and why try and go use some shiny Facebook tool that clearly doesn’t work. It’s not very sure it’s very tarnished by now. And if N. 10 which formerly had the word technology in its in its name, can’t figure this out and has a live stream stopping in the middle because of it. I think that that speaks a lot. And I also have seen I’ve been I’ve been invited recently to a lot more zoom events or just meetings just just one on one meetings or or three person meetings on Zoom. Then I have Facebook life. We just have. We have, like, a minute or so left before we have to end already. Um, what are the other recommended tools? Can you can you just take off a couple? Mmm, Other tools. You know something that we don’t know how much we’ve really talked about it, cause it’s not necessarily a social media tool, but it is something that we see the organizer’s really, really relying on. And that’s can va, you know, can yeah, can before for art. Yes, So, like a really lightweight version of photo shop. And what super helpful about it that also has social media templates. So, like these are the dimensions for a Facebook header image that you know all of those pieces. So for Organizer’s, it’s a super easy tool to use, you know, to like change up their promotional materials and make you know images to attach to their tweets to promote an event and that kind of thing. Can you Okay, I give you 30 seconds. Can you take off one more? One more. Quick. Good. Valuable resource. Mmm Mmm mmm. Oh, my gosh. Not under pressure. Uh, got it all graceful under pressure. You know, I think the other thing I was gonna add it’s not a technical tool, but is just a reminder is that you don’t need thio. Put all of the advice into practice because you have a very formalized, already launched program. It may just be that you wanna host across your city a bunch of house parties, right? All of these same kind of pieces of advice and tools and suggestions apply to that same contact, So don’t feel like the whole conversation was only for big international program. This is for anybody that’s trying to decentralize. You’re content in your work. Awesome. That’s a very, very apt ending. Thank you so much. Amy. Sample Ward Amy, Sample word dot or ge And at Amy Rs Ward. Always a pleasure. Thanks so much for sharing, Amy. Yeah, Thanks, Tony. Uh, my pleasure to so long. Next week, Jean Takagi will be with me for the hour on recruiting your board members. If you missed any part of today’s show, I beseech you, find it on tony. Martignetti dot com were sponsored by Wagner. C. P A’s guiding you beyond the numbers regular cps dot com But cook a Mountain software Denali fundez They’re complete accounting solution made for non-profits 20 dot m a slash Cougar Mountain for a free 60 day trial and by turned to communications, PR and content for non-profits, Your story is their mission. Turn hyphen to dot CEO A creative producers. Claire Meyer off Sam Liebowitz is the line producer shows social Media is by Serbs and Chavez. Mark Silverman is our Web guy, and this cool music is by Scott Stein with me next week for non-profit radio. Big non-profit Ideas for the other 95% Go out and be great What you’re listening to the Talking Alternate network. You’re listening to the Talking Alternative Network. Are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi, I’m nor in Sumpter potentially ater tune in every Tuesday at 9 to 10 p.m. Eastern time and listen for new ideas on my show yawned potential Live life your way on talk radio dot N Y c aptly named host of Tony martignetti non-profit Radio Big non-profit ideas for the other 95% fund-raising board relations, social media. My guests and I cover everything that small and midsize shops struggle with. If you have big dreams and a small budget, you have a home at Tony martignetti, non-profit Radio Fridays 1 to 2 Eastern at talking alternative dot com Hey, all you crazy listeners looking to boost your business. Why not advertise on talking alternative with very reasonable rates? Interested? 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Nonprofit Radio for September 13, 2019: Peer-To-Per Peek & Poverty Porn

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Noah Barnett & Kenny Kane: Peer-To-Per Peek
Our panel from the 2018 Nonprofit Technology Conference shares an overview of community-driven fundraising. How do you plan for, inspire and activate your supporters? They’re Noah Barnett from CauseVox and Kenny Kane with Testicular Cancer Foundation. (Originally aired 7/6/18)

 

Amy Sample Ward: Poverty Porn
Amy Sample Ward returns to discuss the issues around graphic images and descriptions of poverty. How can you avoid the porn trap and white savior stereotyping, while telling compelling stories and advocating effectively? She’s our social media & technology contributor and CEO of NTEN. (Also from the 7/6/18 show)

 

 

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Transcript for 457_tony_martignetti_nonprofit_radio_20190913.mp3 Processed on: 2019-09-14T15:44:50.067Z S3 bucket containing transcription results: transcript.results Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results Path to JSON: 2019…09…457_tony_martignetti_nonprofit_radio_20190913.mp3.362581000.json Path to text: transcripts/2019/09/457_tony_martignetti_nonprofit_radio_20190913.txt Hello and welcome to Tony martignetti non-profit Radio. Big non-profit ideas for the other 95%. I’m your aptly named host. Oh, I’m glad you’re with me. I’d be stricken with in duration if you harden to me with the idea that you missed today’s show. Peer-to-peer Peak. Our panel from the non-profit Technology Conference shares an overview of community driven fund-raising. How do you plan for inspire and activate your supporters? They’re Noah Barnett from causevox and Kenny Kane with Testicular Cancer Foundation. This is from 18 and T C, originally broadcast on July 6th 2018 and Poverty, Porn. Any sample Ward returns to discuss the issues around graphic images and descriptions of poverty. How can you avoid the porn trap and white savior stereotyping while still telling compelling stories and advocating effectively? She’s our social media and technology contributor and CEO of and 10. That’s also from the July 6 2018 show on Tony’s Take Too Bad data at Consumer Reports Responsive by Wagner CPS Guiding you beyond the numbers wagner cps dot com By Cougar Mountain Software Denali fundez. They’re complete accounting solution made for non-profits tony dot m a slash Cougar Mountain for a free 60 day trial and by turn, to communications, PR and content For non-profits, your story is their mission. Turn hyphen to dot CEO. Here’s peer-to-peer Peak. Welcome to Tony martignetti non-profit Radio coverage of 2018 non-profit Technology Conference hashtag is 18 NTC. Where the Convention Center in New Orleans, Louisiana. This interview, like all our ntcdinosaur views, is sponsored by Network for Good. Easy to use donor-centric software for non-profits. My guests now are Noah Barnett and Candy Cane. Noah is head of marketing for causevox and candy cane is yo the Testicular Cancer Foundation. Gentlemen, welcome. Thanks for having us. This is great. I’m just telling, you know it’s great. Not that in 10 things. Not great. It’s exceptional. It’s exceptional. Thank you. In 10. Thank you. All right. Um, your workshop topic is community driven fund-raising. How do you peer-to-peer to cultivate dahna relationships and reach new donors? That sound familiar? Yeah, absolutely. We just wrapped up our session. We’re already done. Yeah, we’re all done. Yeah, we’re on the downswing. So this is the after party victory. Last. Both Put it. Well, um, community driven fund-raising. Let’s start with you. Let’s start close to know what’s what’s not being done. Quite right. That non-profits could you better. Yeah. So I think what’s interesting is we’ve gone through a few shifts in fund-raising. We went through this idea of there was, like, localized fund-raising back in the day, and then we went to Mass fund-raising, where we basically didn’t differentiate any of our appeals. We sent all that out, and now, today, like, I think there’s a fundamental shift where we’ve moved into what we call the connected economy, where the lines between digital and offline are starting to blur. And that requires a shift in how we approach fund-raising. And we see kind of a playbook for the connected economy is community driven fund-raising. Okay, the I like the way you you sort of set this up for us. The lines between online and the physical world and our real life are blurring. Indeed. Yeah. Okay, so we’re bringing these things together? Yes. Okay. Peer-to-peer community driven. Okay, Yeah. We’re calling it the connector economy because we’re just connected to anybody anywhere, at any time, through technology and our lives are more connected than ever. So why shouldn’t our causes b similarly, shouldn’t we be similarly connected to our cause is exactly is through our community. Exactly. Okay. Getting anything you want to add to the start up? Yeah, I would just say that. You know what? The Testicular Cancer Foundation were really big on storytelling and creating compelling stories that resonate with our audience. Not only, you know, as someone who’s been through it as a caregiver myself, but, you know, we try to put ourselves on the other end of the computer screen, or the phone would have you where these stories will compel people to act, compel people to donate, compel people that take action. Okay, let’s stay with you. Your your description says in fact, in boldface your description says that you will share with us exactly how to do this. How did so where Where should we start? We’ve been, you know, everybody sees peer-to-peer. Well, let me take a step back and I okay to synonymous eyes peer-to-peer and community fund-raising or you guys drawing a distinction between those two. Yeah, we’re definitely drawing in this station. Please educate me. Yeah. So I think what’s interesting is community driven fund-raising is what we’re calling the umbrella that lays over all the various aspects of fund-raising, where your community of supporters are actually the key driver of success in the campaigns here, it appears your war is a tactic inside of that. Larger. Exactly. And so in community driven fund-raising, there’s kind of a scale of the different types of things that qualify as that that moves from organization. Led meeting, like the organization is starting a campaign like a giving Tuesday campaign, a crowdfunding campaign, an annual campaign all the way down to supporter initiated, which could be I’m wanna raise money for cancer. And I’m choosing to do that for the Testicular Cancer Foundation. But I decided as a supporter to do that he didn’t created environment metoo do that. Organic indeed. Thank you. All right, so I’ll refrain from making those two synonymous because I’m being too narrow. I’m just choosing one method, one tactic. Okay. Um, all right. Exactly how, uh, Kenny, where Where did wish we get started? Yeah. So appealing. But I don’t know where to get going. Sure. So in this rolling in my last roll, which was a broader young adult cancer non-profit called stupid cancer, the same rules apply so you have people who are affected by cancer. Cancer was huge. Yes, you have enormous millions of kids and engaged around. Um, I know you’re probably right. Way did pretty well. Yeah, it still exists There. Still there. Still hammered away at it. He’s going to take a look. He’s one of the co founders of super cancer. Yeah, OK, so So the long story short is that my father was diagnosed at age 50 with testicular cancer, which put me on a path towards can fraud advocacy. Ah, in my early twenties and about two years ago, my friend Matt first learn who’s the founder of testicular cancer foundations and 80 wanna move from New York. Uh, lost. And I said, Sure. Ah, and I’ve taken over Testicular Cancer Foundation. Okay, But getting back to you, you know that the same rules apply where we serve people who are in a at a disadvantage spot going through cancer. You know, whether it’s a survivor, the patient, the caregiver who is helping the person caregivers often forgot. Yes, caregivers need to take care of them. So I was need to be coddled and cared for 100%. That was So what we do is we see these people go along a path of being recipients of the mission, being beneficiaries of the mission. And then they come back, you know, 23 years out. And, you know, they decide they want either run a marathon or they wanna create a cancerversary party. Cancerversary is a really big milestone where on the, you know, annual date of their diagnosis or when they finish treatment, which everyone they choose, people will give back, and typically they get back to the non-profit that help them. You know, I think it’s probably similar in all chronic health. I know what I know. An oncologist office where they have a bell, you ring the bell. Uh, your final treatment. I’ve seen a bell lifting a gun. Yeah, it’s a great milestone. Okay? And I had my own. I’m sympathetic to caregivers. I had some sense of it before this, but during the summer, this past, last year, summer and in the fall, September October, my mom was declining, and I was my mom. My dad and I were caregivers. I just watched her, and then she actually died early October of 2017. So I it became even more. I became even more aware of how you need to take care of yourself. I know it’s just one component of what testicular cancer is doing. Sure, the caregivers often think that they have to be selfless and and they can’t. You cannot give up your own life. T give another to get to another, you’ll burn out. There’s a lot of self care that goes into your caregiver. So when we talk about the community aspect of community and fund-raising, you know, and I’m so let the host Tigress. I’m sorry. Sorry about that. Sorry about Mom. Thank you. Um, about the host back to discuss. Welcome to the show cubine xero all week. So community German fund-raising kayman. Yeah. So the same rules apply. So people go through this process, they come back. And for every person who was perhaps turned away from the person going through this acute episode of, you know, not episode but a stretch of cancer treatment What Not whether somebody wanted to give them food or take them to the doctor’s appointment? The person kind of turned away. Community driven fund-raising is a great way to really activate your community of people who wanted to help you. And in the past we have created opportunities for fund raisers to convert into things like travel scholarships to a patient conference. So if you’re this arrive, er, you could fundraise within your community to raise money for a travel reimbursement. So it’s not necessarily scholarship is a little bit more democratic of a process. Scholarship can get a little tricky. So this skull, this reimbursement program that we did it stupid cancer actually allowed the the people around the person affected to help fund their way to the conference while doing ah e-giving back to charity, getting the tax benefits all that. But it was just a really nice way of recognizing what that person had been through. It’s time for a break. Wepner C P. A. Is they have a new wagon are on September 25th exempt or non exempt? Everybody in your organ has to be paid either hourly nonexempt unless they are exempt. Under the Fair Labor Standards Act, you need to classify employees correctly, and you need to document the decisions that you made around the classifications. The cover it all got a weather. CPS dot com. Quick Resource is and upcoming events now back to peer-to-peer Peak. And then so what’s the broader lesson for our listeners in small and midsize shops? Yeah, I think what’s interesting is community driven. Fund-raising is just a reframing of how we approach raising money and building awareness for the causes that were advocating for Okay, bye, basically recognizing the true value that every person in your non-profits community and as a community of supporters, whether they’re known or unknown supporters of your organization, Typically, we look at it from just a financial perspective. And so what community room, fund-raising says, is that it’s not just about the money that support Ercan give you. It’s about their influence in the time they can give you a swell and in the connected economy of the influence that a supporter has is actually more valuable than it’s ever been before. Because brands are being kind of blocked out of feeds. Whether it’s Facebook, it’s becoming really difficult for non-profits to reach any new people. And so, by turning inward and saying, How can we actually empower our supporters by inspiring, activating and rallying them? Latto actually be the fundraisers for organization. Okay, How do we get How do we activate this within our own organization? How do what we need to be thinking through? Sure, we’ll be in the team discussing. I feel like we’ve spent enough time on motivation. What are some steps? How do we get started? I’m interested. But I don’t know how to organize myself. Yeah, absolutely. Yeah. I think community German fund-raising is just like lens on how you approach fund-raising. And so I think it’s important to have non-profit leadership buy-in but also a fund-raising team in general and communications because community fund-raising is basically saying we’re gonna inspire people in our community, becomes supporters rather than guilt them. Then we’re gonna activate those people that have true potential to become fundraisers and advocates for our cause instead of and we’re not trying to convince people to do that, we’re just activating the potential that’s already and they’re already exists exactly. And they were rallying them together. So fundraisers usually see raising money and reaching new donors as their responsibility community German fund-raising says No. It’s actually your job to be a player coach and basically see your community is a valuable asset to help you fund raise, help you grow your impact, help you reach new donors. But I’m gonna ask you again. But how do we get started? I mean, maybe isn’t identifying certain people to maybe seed the program? I understand you’re not throughout the life of the pregnancy thing. Okay? You do something, you do something. But we need some seeds. Yeah, I think what we do is all. We always advise people to understand the different stages of community German fund-raising. And so the first stage is inspiring. And so, as you look at your current fund-raising, whether it’s an event, whether it’s a male piece, how do you look at that piece and see it from a lens that you’re not trying to convince someone or guilt someone to give to your cause? We’re actually trying to inspire them and because inspiration leads to sharing and action. Okay, so, yes, we wanted to share. Exactly. And then inside your current supporters, which is the second stage, which is activation identifying key supporters that are ready to do something more. And so one of our customers world bicycle relief every time someone donates at that moment of inspiration that they’ve someone’s been inspired to support the cause. They want to provide a next step, activate them to actually be an advocate or a fundraiser for the cause. And so it’s something as simple as that by they implement this new program, and they’re just asking new donors if they want to do more okay and presenting the opportunity. And if you apply the commune German fund-raising methodology, you couldn’t find things across your current fund-raising program where you just shift your mindset to be. How can we make this more community focus rather than organization driven? It’s sort of empowering them to India. I’m just adding another. I mean, you’re talking about inspiring them that they share, and then they take action. I guess I’m calling it, empowering them and giving them well in power and giving them permission and maybe some tools to work with the backdrop is shaking video stable. It’s not gonna fall, but I would add that historically we’ve created a fund raiser. Maybe you donate $20 to yourself so that you don’t share this fund raiser with the xero balance. The same rules apply to when you’re launching a campaign. You really need the buying of trusted, uh, folks in your, you know, in your group people that you know will ah, create a buzz. And you certainly don’t want to launch it on deaf ears, right? With zero balance et cetera. You mentioned storytelling earlier. You seem to make a point of how important that is. How does that help us? I guess at the first stage that Noah was describing inspiring the community. I think I think it contextualized is and provides insight into your motivation as a fund raiser. How do we start telling these stories? I want to get into the nitty gritty here. So obviously, we’re up against the algorithm of any given social media platform, and you can do it whether it’s the ah, email or through social post, but really providing, you know, maybe a before and after photo, in my case where people are, you know, going through treatment, and they come out with a smile on their face. That’s the best case scenario and just really humanizing it. You know, we talked a lot in our session today about being human throughout the fund-raising process. I think it’s really easy to get kind of technical and robotic about it and just create opportunities for people to self serving, you know, cradle, uh, fund-raising page and then never to be heard from again. Yeah, uh, I think causevox and you know, I know using causevox We aim thio certainly create opportunities for more than that. So you actually have a relationship with the non-profit as you’re going through the fund-raising fund-raising stages and and finishing the campaign about empowering people to tell their own stories so that it’s not coming from the organization, But, um, giving them the option to create a two minute self d’oh or log on their own way actually saw this firsthand. So and 10 is a non-profit who hosts this conference, and what they did was they said, How can we raise money for scholarships so that people could come to this conference for free? Who can afford it? And one of the biggest things they did was they said, you know, we have 10 board members that have influence and ability to do this, And so let’s empower them to tell the community why ntcdinosaur turns to them and fund-raising on our behalf. And so they were able to raise over $18,000 I just saw the banner over there. And there’s, you know, 50 60 70 different donors that came together to help support that campaign. And all they did was they said, Hey, boardmember is Ur supporters were gonna activate you to tell your story on our behalf. They did videos they wrote like testimony is different content. And so they didn’t say one thing that the other again, they just activated those supporters and said, Hey, can you share your story with the community and raise money on? And they were able to do that. And there’s people at this conference because of what those board members did in the stories that they told. Yeah, excellent. Excellent. Um, so eso were starting capital. So we’re activating people that they share. And then that they take the act, take the action of of actually beginning of fund-raising fund-raising on their own as we’re okay. It’s rise where, uh, going through this process of empowering described, we describe it. Do we need to circumscribe it a little bit about her boundaries around it? For listeners, that might be a little leery of maybe the power they were transferring too much power. Yeah. No, it talked a lot about this during the session about giving, You know, the non-profit needs to give up a certain degree of control. Do you wanna talk about that? Yeah. And I think that’s why the third phase of community fund-raising is about rallying, not controlling. And so I think our default is Well, how do we control this? How do we do this? How do we do that? I think in the connected economy, all the powers with the customer. And it’s on the non-profit to realize that their supporters have more power than they think, and so they can try to control that. Or they can really say, Hey, let’s rally this. Let’s support this and help drive this forward. And so I think if you jump to taking a control position instead of how do we actually rally people in the right direction? Um, you’re gonna miss huge opportunities, Really Activate your community. And, you know, this reminds me of the fears that non-profits had around Facebook allowing people to come. It’s been going on for years on their Facebook page. I don’t know if we’re gonna allow that we should have opened comments posted. Yeah, well, circling back earlier, we were talking about you know, the storytelling aspect and in the cancer world and again in the probably the chronic illness world of non-profits. It’s a beautiful thing when you have somebody sharing their story whether we are sharing on the behalf, which is most of the time. When you see in the comments, let’s say they have a rare type of brain tumor or something like that. They’ve never met or connected with another young adult with cancer. Little on somebody who has their exact same diagnosis. Tow Watch that unfold in the comment section where now these people are gonna be able to support one another. The fact that you facilitated that on the non-profit side eyes amazing. And it’s only going to contribute to this overall strategy of activation and engagement and getting people thio really buy into your non-profit and buy into your mission. Yeah, and you shared a great example that stupid cancer had a different name before it was stupid cancer. And it was, you know, this moment when they said everyone calls us stupid cancer because that’s the tag line so let’s actually switch. So he convinced the founder of the organization to switch the name too stupid cancer. Make the name of the organ and kind of say, you know, hey, like, we’re going to give power to this community that wants to be a part of this. And that’s when they saw growth from 252,000. Like you saw hundreds of thousands dollars being raised because they just again said, Hey, we’re not going to control this. We’re not gonna you know, they would correct people like we’re not the stupid cancer guys. Where the geever the other name? Yeah, it wasn’t I’m too young for this cancer foundation. Yeah, very Slavic, very wordy. But they gave up that control and then they saw, like, the momentum in the community like flourish. And I think what was interesting is that still progressed. What their mission Ford Waas. Maybe in ways they never expected or never would have done themselves. But it’s still pushed the mission forward. And I think that’s the opportunity that non-profits small, large medium all have today. And we see it time and time again with our customers at causevox and in parallel. You don’t get to decide what’s cool. Your audiences. Same sort of thing with fund-raising storytelling. All the concept for presenting today. It’s all about the audience. Indeed. Um, what about let’s talk a little more about building this into your annual fund-raising plan? OK, OK, what? You’re the experts. I have a plan now, and I don’t feel like I’m sufficiently community driven or or or at all community community supported what I need to rethink, not just what we’ve already covered, but how did I get this in my plan? Yeah, I think what’s interesting is fundraisers have like the same playbook, and they just think, if they do more of it that there’ll be more successful results. Um, and I think that’s why the burn out rate for fundraisers is so significant in our industry is because they feel as though there’s one playbook to run, which is more events. More e mails, more male, more time alone decides that they have exhausted that playbook. A organization w move onto organization. Yeah, try again. Yeah, and I think what’s also thing is it creates this window shopping experience where you’re always looking at other non-profits and being like man, if I only had what they have I would be able to solve. And what we challenged our people that attend our session is that you really need to look at the challenges and reframe them. And so we said is instead of saying OK, I need to do more of these things. It’s saying as part of my annual fundraising campaign, whether other things like we can do and what we provide It was saying, How about we take a look at our community and see if there’s opportunities that we can inspire our community, activate them and rally them to actually help raise more money and reach new donors? That’s part of our annual can I? I would, I would add that you know, people listen this interview who were saying All right, how do I deploy this? He certainly don’t want to cannibalize anything that’s working for you. So if you raise a ton of money in queue for you know, don’t don’t suddenly pivot and say, All right, I’m gonna try to spread that out for the rest of the year and then suddenly you’re exhausted by Q for. But there’s a lot of little things you can do throughout the year, like being more human, connecting with your audience. Giving up the control is we’ve, you know, keep reiterating Ah, and just being more of a social entity, you know, that’s kind of what it comes down to is is it’s not a one way communication channel. It’s, you know, the feedback goes both ways. Yeah, and I think it’s just even seeing the potential and being able to create the opportunities where you’re actually saying, We’re asking for more things than money. So a quick story. I spent six years running growth at an international relief. Non-profit and I was overseeing growth. But that was communications in development, and so are major gift officers, obviously were hard core, like go after money, cultivate new gifts year over year. And when I told them when I oversaw them was like there’s other opportunities for these major donors to make a difference. Their influence in their time are really valuable. You know, Major donors know a lot of other major donors, and so we continually go back and say The only thing we want from you is your money. We’re only going to get a portion of their value. And so we went to them and said, Hey, you know, would you want to do something interesting by, like leveraging your major gift to run a matching gift campaign? Or do you want to do a employee engagement campaign at your non-profit? Or do you want to basically go into the business network that you’re a part of and share this opportunity? Two. Promote and inspire other people to support the cause? And what we saw is that Mme. Or that we got them to invest their influence in their time. The more money they well, how do you make those asks? You just ticked off like three things. How do you make those? So I think, in the major gift side, obviously, you know, it involves, like face-to-face conversations and having a conversation and providing examples of what other individuals but people Do you wantto do this campaign or activate matching gift? So many make those asks. You want to do your own workplace campaign? Yeah, so I think obviously, in major gifts, it’s different because you have a personalized contextual relationship with that individual, and so if you know that they’re a CEO of a company. You can have a dialogue about that and say, You know, how are you engaging your employees to give back? As a community, you obviously care and see your legacy as giving gifts into our organization. How is your company doing? And so it’s having a conversation around that I think, in the broader sense where you’re asking a broader audience to do. Fund-raising is again making sure that you’re not asking everybody and just being like, Hey, this is a new way that you can give to our information our gift to our organization rather looking for segments of your audience that are ready to do something whether that means they’re new donors, they’re volunteers, their board members. They’ve been giving monthly for 10 years, looking for signals that they have the potential to do something. And that’s why we say that second phase is about activation because that means they already have the ability to do it. You’re just activating that, and so it can’t just be this broad sweeping thing where it’s like, Hey, now you can raise money on X, Y and Z on behalf of our cause. That’s not gonna work. You just ticked off a bunch of very good. Identify IRS indeed. Uh, who who? This might be appropriate for Kenny. I want to go back to something that you said earlier. The feedback has to be both ways, not organization Thio. Everybody correct. This that involves real listening on the organizations. And it’s hard. Sometimes you don’t hear things you might not. You’re not always gonna hear things you want to hear, right? Talk about how, how an organization consort of shift culture in terms of real listening, engagement that way, I think I think you guys were just talking about some really important, which is the signals, you know, in a non-profit situation, you have a lot of people who will come to the table. And, you know, people have ideas. People have always. You do this, you should do that. And, you know, one of the things that we always say is if you don’t pay attention to mission A, you know, mission B, C and D, whatever, we’ll all fail. Um, so listening is important, you know, for us, the example of changing the name of the organization was kind of a really big undertaking when you look back at it, Um, I think that you just have to have a qualifying process, you know, kind of Ah, multiphase approach to letting feed back into the top and looking at the person who is suggesting it, Uh, kind of like I said, creating a rubric to take me back in. And you know, you have a board of directors for a reason. So if the board is providing you with information, obviously it’s probably a good thing that listen to, but also, people who were out of the core of the Apple can sometimes override the most meaningful feedback and again, trying to figure you gotta be, you gotta be ready to hear that you know, not only not only listening to your board and also where they’re coming from, what is their motivation for providing this feedback? And if I can have two things that what we did at my non-profit, it’s first and foremost, we had to convince the organization that the donors in our supporters actually mattered. So much of our head was like we’re doing great work, were, and we just need people to give us money, and so what we did was every week we had on our designated. So we got leadership buy-in where everybody in the organization wrote thank you notes to donors. And so that started to say, Hey, we’re gonna send her on this. And then we started doing what, like, surveying or net promoter score type things where we asked, Hey, you know, uh, would you recommends our organization to a friend, family or colleague? If so, why? Why do you support our organization? And we actually started using their responses in our fund-raising copy because they were telling us why they support our organization in a way that was specific, that we could actually share with others. And they also told us ideas on how we could improve. And so I think the person foremost is you have to cultivate that idea that you’re actually gonna listen because you value that person’s opinion. And second is you just have to ask. I think we asked for money all the time, but we don’t ask for what people think or why they support our organization or how could we improve this organization? How could we reach new people? We asked that question to a small segment of donors. They gave us tons of ideas that we were able to filter throughout our organization. We’re gonna leave it there, gentlemen, thank you very much. Thank you for having us. You’re not on the You’re watching the video. They’re both redheads on. And they are Noah Barnett. He’s head of marketing for causevox and Candy Cane, CEO of the Testicular Cancer Foundation and co founder of Stupid Cancer. That’s right that way. Three a curveball. And you just handled it. It’s amazing. Oh, yeah. Thank you. You get to use overviewing. Ingratiate yourself. All right, we’re out here where he’s trying to get in by the back. I’ve been listening to 20 martignetti non-profit radio coverage of 18 90 sea This interview sponsored by Network for Good. Easy to use dahna management and fund-raising software for non-profits. Thank you so much for being with us. We need to take a break. Cougar Mountain software koegler cook amount in software is simple to use and the support is phenomenal. With a program like QuickBooks, you don’t have support. If you don’t get support, it’s worth nothing. That’s from Christine Christenson, owner of Broomfield Sheet metal. Okay. Granted, not a non-profit. But so what? You can’t learn from a small business. I’m sure that you can. Small business owners have, ah many of the same challenges as small and midsize non-profits, and she’s got experience with Cougar Mountain. Kruckel Mountain has a free 60 day trial for you. You get it at the listener landing page. Tony dot m a slash Cougar Mountain. Now time for Tony’s Take two bad data. Bad data at Consumer Reports. My dad and I have very similar names, although he uses an initial middle initial, I do not. And, um, that should be a clue. That’s the sufficient clue for somebody who works in data s O that it should be queuing. Consumer reports that we are not the same person. Nonetheless, when I moved, they thought it was my dad who moved. So they address his correspondents to me down in North Carolina. Not only the middle initial but last known address should have been a clue. Also because I did not live most recently with my dad. I lived in New York City. So last address. That was another clue. Um, so they did not pick it up. I’ve told them several times by reply cards and by e mails, they haven’t gotten it. Maybe this will do it. And there’s also a lesson for you. You need to pay attention to your data. The video is consumer reports. Your data is bad and that is at tony martignetti dot com. Now time for poverty. Porn with Amy Sample Ward. Now let’s bring in any sample Ward. She is our social media contributor and CEO of and 10 the non-profit Technology Network. Our most recent co authored book is social change. Anytime, everywhere about online multi-channel engagement. She’s at Amy Sample ward dot or ge And at a M E R s Ward. Welcome back, Amy. Simple word. Hi. Thank you for having me back. It’s my pleasure to have you back. This is, uh, uh, this is the Have you been back on the show since n. 10? Since ntcdinosaur Theo ntcdinosaur think this might be the first time I think it is. I’m pretty sure because I was leaving you alone because I figured, you know, there’s clean up to do and thank you’s to sand and lots of stuff. So, um and then you had a staff planning Then you have your staff planning time? Uh, yeah. So to two times a year, all of the staff? Because not everyone is here in the Portland office. Have some remote dafs. Everybody comes to Portland for a week together of planning and craft and happy hour and things like that. Wonderful. Yes, I think they call it staff planning. But planning is not all that we D’oh. Excellent. Nor should it be because you’re all together only twice a year. So you have many vulture virtual employees. So congratulations on a wonderful and fun. And I hope from your perspective, successful certainly was from mine. Uh, and T c non-profit technology conference. Congratulations. Yeah, thanks. Yeah, I think it was a really good year. You think so too? Good. Yeah, I’m glad. I know it was fun. I know that’s without question, but we’re doing it for a little more for the just the fun purpose fundez one is up there fundez up there, but education and technology, You know they rank too, but congratulations. Thank you for being part of it again. Thank you. Uh, was my pleasure. We got a lot. We got 30 interviews for non-profit Yes. Great. No, thank you. Um Okay, so we’re talking today about poverty. Porn? You said this had come up for you in Ah, some discussions or members have been raising it. You’ve been hearing, Ah, little more chatter about this. Yeah, I think that organizations are organizations have been criticized for participating in poverty, porn for years. But I think those have often been organizations that are really, really big operating on an international scale, global scale that are maybe more vulnerable to criticism because so so many people are seeing what they’re doing. And they’re raising so much money. And, you know, with all of that kind of spotlight and revenue, I think naturally organizations, regardless of what they dio, are open to criticism of lots of different forms. Right. But now I think organizations are starting to see Yes, we’ve, you know, maybe criticized those organizations for years, but also maybe we’re a part of that. And what does that mean for us? You know, you don’t just have to be really, really large organization or making lots and lots of revenue off of a single appeal toe, have some issues with the way you’re you’re doing your work. So I think these organizations are starting to see that there. Maybe starting to ask more questions because they’re getting you know, the the digital teams who are managing that content are starting to feel like if something does happen, you know, they’re the ones that posted that photo or sent that tweet or whatever and really wanting to figure out how how to navigate. What? What’s the best way to tell this story? Onda void. Ah, potential backlash. Yeah. Um, how would you define this? Do you? Ah, I have a way. But I’m gonna hear, you know, how would you define poverty? Porn? I guess I don’t have probably an eloquent think definition. But if I was explaining poverty, porn to an organization that I think you know without knowing, whoever we’re talking to you, what their mission is poverty point is when you’re who may be taking advantage of the difference between the audience, you’re calling tau action. Most often it’s for donations and these people that you are serving in whatever way instead of maintaining the humanity of everyone involved in that situation and honoring all that all of those people have and really um, owning the story about what you do in the power of in a example, their donation versus trying to exacerbate the difference and the things that are quote unquote not had. But this group that you’re serving and focusing on that discrepancy, I think to me is, is really what it’s about. You’re not maintaining everyone’s humanity and then highlighting the service you provide your instead maybe kind of further opening a divide. And most of the, um, backlashes that have seen or, you know, examples of this on the Web are our images, but could be written and you could see right majority video. But a written description could also be, um oh, totally exploitative or, you know, yeah, the language that we use to describe communities right? Could also highlight that that gap that you’re describing Yeah, um, you know, it’s ah, it’s It’s very sensitive, you know, because we are trying to do very good work and we are motivated. And our mission statements are oh, are around help of this vulnerable population. What? Whatever it might be whatever country it might be. I mean, it’s not a lot of the lot of the images are from abroad. I mean, I see a lot of, like, South America, Central America, Africa. But it could, you know, it could be right here in the U S. To I mean, you could certainly, ah, go astray with images and written descriptions of conditions right here, right here in the U. S. Certainly certainly. Um, but, you know, so where were motivated by the right, um, in the right directions. But But we, uh you know, it may just be is easy is like, you know, consciousness raising, which is what our conversation hopefully is doing, and and certainly a lot of the conversation. You know, like, I saw things back to life 2013 or so talking about this subject s so I think a lot of it, because our motivations are, you know, I always impute good motivations to non-profits. And most people, uh, there are good, you know, it’s just raising consciousness. I mean, I think that is there are lots of tactical things that we could talk. Yeah, you’re right. It’s not just your right. Your underlying the thing that’s really gonna create change is that organizations and the individuals in those organizations actually do some really hard work. Two to figure out an address and accept and try and move forward from all the biases that they’re bringing to their work. The again, even if their motivation, their intent internally, is field pure and good to them, it could still be coming from a really kind of dangerous place that they are the savior of that community. Right? And that, in itself, isn’t is a bias. That’s gonna mean you. You cannot create content whether that, you know, photos are writing these descriptions that not coming from that place, right? So I think just doing that internal work to say, Gosh, how are we, you know, without explicitly, like deciding to do this? How are we already coming at this from not the best place, you know? And as an organization, what are the practices or policies that we have that can help us change that? I mean, you know, if we want to start at the big picture level, don’t think about tactics. Things like do every single one of your staff regularly have opportunities to interact with the community members you serve. If they don’t, they’re not in a position to speak from a place where they understand the shared humanity. They under stand that everyone both inside the organization and those being served all have strengths and weaknesses and hopes and dreams and challenges and are at a place to really, I think, talk about the work in a more productive way. So even just at that level are you creating opportunities for every single one of your staff to be a part of the community. I think I’m always surprised how many organizations where they say, Oh, no. If you work in the office, you don’t ever talk to the community. Only our programs. After that, why would you do that? You know, why would you create this wall? The silo between the staff talking about the work, the staff, deciding how the work is gonna be done and the people participating in that work that doesn’t make anything? No. And those opportunities need to be more than photo opportunities to know that there’s lots of examples, you know, it has to be meaningful. You know, there’s one of the iconic ones, I guess infamous one’s better. Better than infamous ones is, you know, eyes, Ellen Too generous in Nairobi with lots of kids around her. And, um, there’s one of cheering wearing the red nose with Liberian children around him. So what? I mean, I think it’s really smart to bring that up, eh? Because now, people, now everybody listening to our conversation, you can think of the same kind of image, but also that I think, totally the kind of thing that organizations would think to do with staff right is like, Okay, here are the folks that we serve. Here’s some of quote unquote us. Let’s take a photo together. And inevitably, these photos like the two you just suggested when you’re years ago like Ellen and Nairobi, a red in Liberia. It’s like here is this person in the center of all these other people and you are both figuratively and literally centering yourselves instead of centering your community. This is now not a photo about those people. This is a photo about you, and that is kind of the epitome of what we’re talking about. Your right is that you have come in to save them your services, you’re donations. You or whatever it is, um are literally the center of instead of this community truly getting, too to be in that place. So I think that’s a really great, like daily kind of check check and balance for yourself. When you’re when you’re looking at tweets or you’re looking at the way you describe something that you’re looking at a photo, you can just say, Is this photo centering the people that were serving? Or is this photo about us? Um and there are certainly times where a photo should be about you, but that doesn’t mean that the photo should be you surrounded by people you served. Maybe Then it’s a photo of just your staff at you know, the conference table looking on something or you know what I mean. It it’s going to be about you make it only about you and not you. In contrast to your community. Very good point about figuratively and literally making the individual the center surrounded by the community in need. Yeah, excellent. Yeah. See, this is why that’s why we have you on. Because I looked at the same pictures and I did that did not occur to me. But that’s the brilliance of of ah expert, you know, lots of flecks of expert Well, in this case, we have one expert and me but other ex other people contributing, exper having experts contribute. That’s what I mean. Okay. You think about this, You know, it’s a value of having multiple multiple opinions and and eyes on something. Very. It was very well said. Thank you for that. Um, I was thinking you buy what? I wasn’t thinking me for what I just said. Yeah, that was obviously you’re welcome. I had a defective. I wouldn’t I would probably not consider it effort, perspective, but it is an opinionated one. So, uh, you bring a lot of insight and wisdom to the show. Um, yeah. You know, another part of the problem is that these images are descriptions, You know that it’s one dimensional. You know, if I’m here or if you swoop in with your donation from the United States, that’s going to solve the problem. The child will no longer have empty hands reaching out, you know, on. And we just have a minute. But weaken. Obviously, we can keep talking beyond the break. Poverty is multidemensional mean. It includes Gover, the local community. The local community needs to be empowered. It includes, um, well, and I think thinking about those layers, we can talk more about this. Those layers of change that need to happen are are important. But also, as we continue to see the kind of donor base of America change as Boomer’s got older and millennials, you know, come into more of the majority in the world of social action that there is also your community. Your audience for this kind of message also knows there are multiple layers and maybe that immediate kind of gut reaction of Oh, my gosh, this crisis just happened. I want to respond, is there? But if you also if that’s all that you do, you may not be really seen as a sustainable organization undressing all of those layers of change. And I think that’s a huge opportunity. No, you’re seeing yourself. Yes, Thio one dimensionally. All right. Uh, time for our last break. Turn to communications, PR and content for your non-profit. They help you tell your compelling stories, get media attention on those stories and build support, media relations, content, marketing, communications and marketing strategy and branding strategy. They’re at turn hyphen to dot CEO, and we’ve got butt loads more time for Amy Sample Ward and poverty. Porn? Yes, we were just saying, Yeah, it it Ah, it narrows the the viewers focus to just donate. And there’s a lot more that you can do. I mean, and, you know, if we’re talking about, um, poverty and hunger, I mean that that could reach to, you know, advocacy around, Ah, global climate change policies, which you’re never going to get from these one dimensional ideas. No, in little. I mean, I also don’t wanna got buckslip name now to our conversation up for this idea that every single tweet, every single picture, every single email appeal needs to talk people through. How do you know this action today is connected to this action in this all the way on. That’s not what we’re trying to recommend. That every single one of those has to include all of that context. But it should always include the context of what really you’re asking for. If you are asking for donations for a really immediate need, the donation is still not the actual transaction of those medical supplies. Most likely, right. So So at least framing it truly in what it is people are donating Thio. Was there an earthquake? And these donations are in part to buy medical equipment and to support the medical teams administering it. Well, that’s also a really great story. Who are these medical teams? What kind of expertise are they bringing? You know, you don’t just have to focus on transactions, because when you do, you make both the donor feel like they’re part of a band transaction and the people receiving the support her the end of a transaction. I don’t think anyone really means for that. I like, you know, back to that good intent piece intent is not impact, but also, even even in this case, I don’t think that’s really what you intend. You know it so So raise that up and don’t focus on Oh, this is just like your example before I really like that, you know, Now these hands are full, doesn’t know what happened in here, you know, and so really talkto what is happening. And at a a tactical level, you know, there’s this is opportunity for terrific content. No direct people to, you know, you and I was talking about fresh content and depth of content. You can tell the story elsewhere. So the tweet is bringing. The tweet is briefed The Facebook post, the ad, whatever is brief. But then there’s a link to you know, the back story back-up more medical in this example who these medical teams are. You have an instagram account. Well, you could do, you know, instagram stories with either, you know, actual quick video interviews, updates Facebook, live there like there’s a ton of rich content you could have when you move to trying to really own what you do and what your story is, instead of trying to focus on this idea of a really, really immediate really, really fast transaction. Because that’s not the humanity that you want to be representing anyway. Yeah, yeah. And and wrapped wrapped up in all this is you know, the idea that the important idea that the donations air not sufficient while while they’re necessary and we do need them, they’re not going to solve the problem alone. Exactly the bigger context. You know that. And I love your idea. The xero You’re not talked about this a little. Okay. Going well, just you can You can actually then shift the spotlight to some of the work that you’re doing. Like you’re saying, you know, show videos of some of the programs and some of the care that you’re actually giving you can you can shift the lens back to you as the provider. You know, when it’s all in the bigger context. It’s a part of the bigger context. Well, I think there’s two things to think about here. One is that we talked about before. Any campaign, whether it’s fund-raising campaign, our advocacy or whatever is never gonna have only one ask, of course, every you know, kind of sector best practices. You only have one ask a time. But once someone takes that action, they have made the donations they have called their senator. Whatever you need to be ready with another ask because they were just willing to do what you ask them to do. You might as well tell them that to do something else right? So instead of having you know, here’s eight different things, please do what you want. You give people one, and when they do it, you take them to the next step. Then you take them to the next step and you just keep going. And, well, from a tactical perspective, definitely think about it that way. And from a content perspective, just as you’re recommending, I love that. Get people hooked in and then have them kind of watch the whole thing play out, right? Continue to see how the work is happening on the other thing to think about, I think, is that there’s a lot to be sad out in the sector right now about how you know, there are certain changes in fund-raising that people are more connected to a topic than necessarily a single organization that they’re gonna donate to over a year over year. You know that they care more about, um, the topic and whoever is maybe doing something good on that topic is who gets their money. This is a great way to keep people actually hooked to your organization instead of floating between organizations in the same cause. Because you’re not just getting them to have a single transaction with you because it was immediate and compelling and kind of Ah, uh, fast. Wait for them to feel connected. You have then continuing to connect them to you with these with content, of course, but also with those continued actions, ways where they’re getting deeper and deeper into this and feeling like, yeah, I donated, but also high, you know, submitted, uh, short message for the medical team to provide to those children. And they’re starting to actually feel like they are a part of your work, which is the whole goal of this. Instead of feeling like, Oh, I feel relieved that I sent my $10 to that organization and I don’t even know who they were because it was just the organization I saw on Facebook, right? So really shifting. How you frame all of this is, of course, as we’re talking about today getting you out of this trap of poverty porn. But it’s also serving you to build real community with these supporters. Yeah, it’s the how many guests we’ve had on urging the relational over the transactional That’s you. You put a lot of depth into it, but you and I have talked about it and other guests as well. That’s the way to stand out, you know, as you said, that’s the way to bring people to your cause and keep the mayor. While the, um the ah, a lot of lot of, ah, activists and donors are you’re saying more mission oriented versus organization oriented. But, you know, if you can draw them into your work there, they will stay with you. It’s the relation, actually, Yeah, it’s the relationship, of course. All right. Um, you know, another. Another facet of this is that, um all you know, these regions are not monolithic. All of Central America, South America and Africa are not poor on and needy and destitute. You know, there are thriving cities. There’s beautiful, rich history, culture, toe, all of these, you know, to all the African nations and all these other parts. I’m talking about parts of the world I’m talking about. So you know, e I think you want some balance there, too. Tooley. And I think there’s argument to be made that there are can definitions that we have organizations. We as Americans. We, as white folks, can put onto what is, uh, community experiencing property or what is a geographic area that lacks access to refers is that are not going to be a shared definition by the people living in those communities. And I think That’s a really important thing to remember as organizations trying to highlight the service you are providing or the way that you’re serving that community. Is that your definition of their needs and comparatively, to you? You know how how unquote in property they are is going to feel different in their own lived experience. So finding ways where they can authentically talk about again back to it was the beginning. You know, their hopes and dreams, their challenges, their life, and the way that they benefit or appreciate the services is going to feel far truer and position your organization into their community than it is for you to say from the outside. You know, look at this community we’ve kind of defined as meeting this And here’s how we’re going to fix, you know, back to that idea that are you centering you and and the organization? Are you really centering this community? How How are you doing that? Um, recognizing that part of deciding who you know that a certain community is or is not in need is part of that we’re gonna leave it there. Any simple word? Excellent. Thank you so much for talking about Tony Anna. What the a scary topic for some, but I think it was a good conversation. I absolutely agree. And we’re not scared to be a little provocative. No, not at all. Thank you. She’s Amy Sample Ward at Amy Sample Ward dot or GE and at Amy Rs Ward. Next week I’ll be back live in the studio. I know that’s what you live for. If you missed any part of today’s show, I beseech you, find it on tony. Martignetti dot com were sponsored by Wagner. CPS. Guiding YOU beyond the numbers Witness cps dot com Bye Cougar Mountain Software Denali Fund Is there Complete accounting solution made for non-profits tourney dot m a slash Cougar Mountain for the free 60 day trial and by turned to communications, PR and content for your non-profit, Your story is their mission. Turn hyphen to dot CEO Ah, creative producers Claire Meyerhoff Sam Liebowitz is the line producer. Shows Social Media is by Susan Chavez. Mark Silverman is our Web guy, and this music is by Scott Stein with me next week for non-profit radio. Big non-profit Ideas for the other 95% go out and be great. You’re listening to the talking alternate network. You’re listening to the Talking Alternative network. Are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi, I’m nor in Sumpter potentially ater. Tune in every Tuesday at 9 to 10 p.m. Eastern Time and listen for new ideas on my show yawned potential Live Life your way on talk radio dot N Y C. I’m the aptly named host of Tony martignetti non-profit Radio. Big non-profit ideas for the other 95% fund-raising board relations, social media. My guests and I cover everything that small and midsize shops struggle with. If you have big dreams and a small budget, you have a home at Tony martignetti non-profit Radio. Friday’s 1 to 2 Eastern at talking alternative dot com. Hey, all you crazy listeners looking to boost your business. Why not advertise on talking alternative with very reasonable rates? Interested? Simply email at info at talking alternative dot com Are you a conscious co creator? Are you on a quest to raise your vibration and your consciousness? 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