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Nonprofit Radio for July 6, 2018: Peer-To-Peer Peek & Poverty Porn

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Noah Barnett & Kenny Kane: Peer-To-Peer Peek
Our panel from the 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.

 

 

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 contributor and CEO of Nonprofit Technology Network (NTEN).

 

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Duitz hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent, i’m your aptly named host. Oh, i’m glad you’re with me. I’d be thrown into righteous, sardonic ous if you expected me to smile when you say 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 and 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 contributor and ceo of the non-profit technology network, and ten tony take two a big lump of thanks responsive by pursuant full service fund-raising data driven and technology enabled tony dahna slash pursuant radio by wagner, cps guiding you beyond the numbers wagner, cps dot com and by telling by telus turning credit card processing into your passive revenue stream, tony dahna em a slash tony tell us, here are noah barnett and kenny. Kane from the non-profit technology conference welcome to tony martignetti non-profit radio coverage of twenty eighteen non-profit technology conference hashtag is eighteen 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 donorsearch and fund-raising software for non-profits i guess now are noah barnett and candy cane. Noah is head of marketing for causevox and candy cane is, you know, the testicular cancer foundation. Gentlemen, welcome. Thanks for having us, this’s. Great talent. Yeah. No it’s. Great. Not that in ten things. Not great. It’s. Exceptional. Yeah. It’s. Exceptional. Thank you. And ten. Thank you. All right. Your workshop topic is community driven. Fund-raising how do you use 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 outside. Yes. Yeah, we’re on the downswing. So this’s the after party’s victory last put both put it well, 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 do 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, b 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 connected economy because we’re just connected to anybody anywhere, at any time, through technology and our lives are more connect xero never. So why shouldn’t our causes b similarly should should we be similarly connected to our cause is exactly through our community. Exactly. Okay, kenny, 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. What 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. You’re right, your description says and in fact, in bold face, your description says that you will share with us exactly how to do this. How did so where where should we start? Where we’ve been, you know, everybody sees peer-to-peer well, let me take a step back, my ok 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 sham. Please set. 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 meaning, like the organization is starting a campaign like e-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 for me to do that was organic. Okay, thank you so well. Refrain from making those two synonymous. I’m being too narrow. Choosing one method. One tactic. Okay. All right, exactly how kenny. Where where did wish we get started? We yeah, so appealing. But i don’t know where to get going. Sure. So in this rolling in my last role, 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. Did you have in north, like millions of kids and engaged around. Um, i know you’re probably right way did pretty well. Yeah, it still exists. They’re still there. Still hammered away at it. He’s going to take a little 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 fifty with testicular cancer, which put me on a path towards can frat advocacy in my early twenties. And about two years ago, my friend matt first learn who’s, the founder of testicular cancer foundations and eighty want move from new york latto austin i said, sure. Oh, and i’ve taken over testicular cancer foundation. Okay, but getting back to you know that the same rules apply where we serve people who are in a 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, characters need to take care of them. So i was here to be coddled and cared for one hundred percent. That was made. Uh, 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, to three years out and, you know, they decide they want either run a marathon or they want to 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, your final treatment? Yeah, i’ve seen a bell if tina got probable. Yeah. It’s a great milestone, you know, on and i had my own i’m sympathetic to caregivers. I mean, i had some sense of it before this, but during the summer this past last year, summer and in the fall so october, my mom was declining and i was my mom. My dad and i were were caregivers and just watched her, and then she actually died early october of twenty seventeen, so i it was became even more 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. Share the caregivers. You know, i often think that they have to be selfless. Andi, can’t you cannot give up your own life, teo, 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. Host back-up kottler disgust like, welcome to the show cubine xero all week so community german fund-raising candy cane is goingto 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 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 fundraisers to convert into things like travel scholarships to a patient conference. So if you’re this arrive, er, you could fund-raising within your community to raise money for 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 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 pursuant. Their newest paper is the digital donation revolution. You’re online donors have high expectations of you because of the swift transactions that they enjoy at amazon. Zappos, even some banks, the digital giving bar has been raised. How do you get over? Get the digital donation revolution it’s on the listener landing page, tony dot m a slash pursuant radio now back to peer-to-peer peak and then so what’s the broader lesson for our listeners in small and midsize shops. But know anybody? 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 supporter khun give you its about their influence in the time they can give you a swell? And in the connected economy, 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, ok, how do we get? How do we activate this within our own organization way we need to be thinking through sure, who should 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 a 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 communities and fund-raising is basically saying, we’re going to inspire people in our community becomes supporters rather than guilt them, then we’re going to 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 driven fund-raising says no it’s, actually your job to be a player coach and basically see your community is a valuable asset to helpyou fund-raising 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 is that identifying certain people to maybe seed the program. I understand you’re not throughout the life of the pregnant 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 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 gives your cause? We’re actually trying to inspire them and because inspiration leads to sharing and action. Okay, so 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 toe 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 and presenting the opportunity. And if you apply the commuter and fund-raising methodology, you could find things across your current fund-raising program where you just shift your mindset to be how it can we make this more community focus rather than organization driven it’s sort of empowering them to indeed, i’m just adding another i mean, you’re talking about no inspiring them so that they share and then they take action. Yep, i guess i’m calling it empowering them and giving them well in power and giving them permission and maybe some tools. Two work with yeah, right, the backdrop is shaking video would be stable, it’s not going to fall, but it shook. I would have to say that, you know, historically, we’ve created fund-raising or maybe you donate twenty dollars, to yourself so that you don’t share this fundraiser with a zero balance the same rules apply to when you’re launching a campaign, you really need the buy-in have trusted ah, folks in your, you know, in your group people that, you know will create a buzz, and you certainly don’t want to launch it on deaf ears, right? Yeah, with xero balance, etcetera. 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 fundraiser. How do we start telling these stories? I want to get into the nitty gritty here, so, you know, obviously we’re up against the algorithm of any given social media platform and, you know, you could do it whether it’s, tio email or through, you know, 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 that self serving, you know, creative latto fund-raising page and then never to be heard from again. I think. Causevox and, you know, i know. Using causevox. We aim. Tio 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 tell their own stories so that it doesn’t it’s not coming from the organization, but giving them the option to create a two minute self didio or log on their own power way actually saw this firsthand so and ten 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 ten board members that have influence and ability to do this and so let’s empower them to tell the community why ntcdinosaur others to them and fund-raising on our behalf, and so they were able to raise over eighteen thousand dollars, and i just saw the banner over there and there’s, you know, fifty, sixty, seventy different donors that came together to help support that campaign, and all they did was they said, hey, boardmember is ur supporters were goingto activate you to tell your story on our behalf, and they did it with did videos they wrote like testimony is different content, and so they didn’t say one thing to the other again. Theyjust activated those supporters and said, hey, can you share your story with the community and raise money on dh. 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 you. Excellent. So so starting capital so we’re activating people that they share a men that they take the act take the action of, of actually beginning fund-raising fund-raising on their own as we’re okay. It’s rise. Where going through this process of empowering, i would have described how you describe it. Do we need to circumscribe it a little bit boundaries around it? For listeners, that might be a little leery of maybe the the power they were transferring too much power. Yeah, we’re powering know 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. You want to talk about that? Yeah. And i think that’s why? The third phase of commuters 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 them. 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 going to miss huge opportunities really activate your community. You know, this reminds me of the fears that non-profits had around facebook. Oh yeah, allowing people to come it’s been going on for years? Yeah, come on their facebook page. I don’t know if we’re going to allow those car. Yeah, we should have opened commenting and 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, let alone somebody who has their exact same diagnosis toe watch that unfold in the comment section where now these people are going to be able to support one another, the fact that you facilitated that on the non-profit side, i’s, amazing and it’s only going to contribute to the overall strategy of activation and engagement getting people teo really buy into your non-profit buy-in to your mission. And you showed 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 tagline so let’s actually switch. So he convinced the founder of the organization to switch the name to stupid cancer and make the name of the organ kapin line right 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 two thousand two hundred fifty thousand 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 going to, you know, they would correct people be like we’re not the stupid cancer guys where the i got every one of the other name it wasn’t i’m too young for this cancer and it’s very slavic, every word. But they gave up that control. And then they saw, like the mo mentum in the community like flourish. And i think what was interesting is that still progressed. What their mission, ford wass 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 know, you don’t get to decide what school your audience is. The same sort of thing with fund-raising storytelling. All the concepts were presenting today, it’s all about the audience and did, uh, what about let’s? Talk a little more about building this into your annual fund-raising plan? Okay, okay, uh, what you’re the experts. I have a plan now, and i don’t feel like i’m sufficiently community driven or or at all community community supported what i need to rethink. Well, not just what we’ve already covered. But how do we 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. Andi, i think that’s why the burnout 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 emails, more mail in wartime decides that they have exhausted that playbook organization. W ell, move onto organization, yeah, try again no more, yeah, and i think what’s also thing is it 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 reframed them. And so we said is instead of saying, okay, 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. Okay, that’s part of our annual can i would i would add that, you know, people listen, this interview who were saying, all right, how do i deploy this? You 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 going to 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 through out the year like being more human, connecting with your audience, giving up the control is we’ve, you know, keep reiterating on 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, yeah, and i think it’s, just even seeing the potential and being able to create the opportunities were 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 and development, and so our major gift officers, obviously we’re 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 and 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 weak 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 wantto basically go into the business network that you’re a part of and share this opportunity, teo promote and inspire other people to support the cause? And what we saw is that the more that we got them to invest, their influence and their time, the more money they like. Well, how do you make those ass? You just picked off like three things? How do you make? So i think in the major gifts side, obviously, you know, it involves, like face-to-face conversations and having a conversation and providing examples of what other individuals but that’s, what people do you wantto do this campaign or, you know, activate matching gift? So what do you make those asks? You want to do your own work? Place 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 are give 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 ten 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 you are. Whom i 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 yet not organization too. Everybody correct this so that involved really listening on the organization’s it’s hard. Sometimes you don’t hear things. I mean, you might not. You’re not always gonna hear things you want to hear. Talk about. You know how how an organization khun sort 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-profits situation have a lot of people who will come to the table and, you know, people have ideas, people have always 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, eh, you know, mission b, c and d, whatever we’ll all fail. 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, 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, and kind of like i said, creating a rubric to take me back in and, you know, you have a border 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 ride 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 is 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, and we just need people to give us money. And so what we did was every week we had an hour 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 going to center on this, and then we started doing what? Like surveying or net promoter scorer type things where we asked, hey, you know, would you recommend our organisation to a friends, family or colleagues? 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. Good dahna we’re going to leave it there, gentlemen, thank you very much. Thank you for having us. You’re not on the you’re not watching the video. They’re both redheads on thei r noah barnett, head of marketing for causevox and can he came ceo of the testicular cancer foundation and cofounder of stupid cancer? And so i have that right way. Three a curveball and you just handled it. It’s amazing. Oh, yeah. Thank you. You get to use overviewing ingratiate something alright, way where he’s trying to get in by the back i’ve been listening sarrantonio twenty martignetti non-profit radio coverage of eighteen ninety see 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, wagner cps in the last two weeks, we had segments on storytelling. You don’t want your storytelling to be so compelling that it leads to restricted gif ts or even or just lots of restricted gif ts regular has you covered their block post is avoiding restrictions from donations inspired by storytelling it’s that wagner cps dot com click resource is then blawg in a moment. It’s poverty porn right now! Time for tony’s take two i have a big lump of listener thank you it’s not segregated it’s not discriminated against by whose name listed first or second or third. And, of course, any discrimination on non-profit radio is benign non video ce discrimination anyway, but we’re not doing that this this week. I am just grateful to everyone who listens to the show supports the show exultant and that i don’t care what platform you listen. What time of day, whether your digital or analog, however, you are listening to the show or supporting the show. Thank you. You make maybe ah, you’re just you’d listen occasionally and you get my insider alerts. So you know who the guests are each week you cherry pick that’s. Fabulous. Take it as you need it. Thank you. To everyone who listens and supports non-profit radio. My video gratitude is that tony martignetti dot com now, let’s, bring in any sample ward. She is our social media contributor and ceo of and ten, the non-profit technology network. Our most recent car, third 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. Sample 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 and ten since auntie si thie ntc. I don’t 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. Yeah. So to two times a year. All of the staff. Because not everyone is here in the portland office. Let me 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 dio 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 for mine. Ntcdinosaur provoc technology conference. Congratulations. Yeah, thanks. Yeah, i think it was a really good year. You think so? Too good. Yeah. I’m good. I’m definitely fun. I know it was fun. I know that’s. Not a question, but we’re doing it for a little more off. 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. It was my pleasure. We gotta lot. We got thirty interviews for non-profit. Yeah, great, no, thank you. Okay, so we’re talking today about poverty porn. You said this had come up for you in aa, some discussions or members have been raising it. You’ve 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 saying 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, they’re starting to see yes, well, you know, maybe criticize 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 are making lots and lots of revenue off of a single appeal to have some issues with the way your year doing your work, so i think it’s 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? Yeah, andan avoid a potential backlash. Yeah, um, how would you define this? Do you? Ah, i have a way, but i’m going to hear, you know, how would you define poverty porn? I got i don’t have probably an eloquent, succinct definition, but if i was explaining poverty porn, teo an organization i think you know, without knowing whoever we’re talking to what their mission is, you know, poverty point is when you’re who’s 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 owning the story. About what you do in the power of in this example, their donation, versace trying to exacerbate the difference and the things that are, quote unquote not had about this group that you’re serving and focusing on that discrepancy, i think to me and is really what it’s about you you’re not maintaining everyone’s humanity and then highlighting the service, you provide your instead, maybe kind of further opening divide and most of the backlashes that i’ve seen or, you know, examples of this on the on the web are our images, but could be written off as easy as you can see, right majority video, but a written description could also be oh, totally exploitative or, you know, you have the language that we use to describe communities we could also highlight that that gap that you’re describing, yeah, um, no 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 or are around help of this vulnerable population, 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 go astray with images and written descriptions of conditions right here, right here in the u s certainly right, but, you know, so where were motivated by the right? Um, in the right directions, but right, but we, uh, you know, it may just be is easy, if, you know, consciousness raising, which is what our conversation hopefully is doing, and certainly a lot of the conversation, you know, like i saw things back too, like twenty, thirteen or so talking about this subject. So i think a lot of it because our motivations are, you know, i always impute good motivations toe non-profits and most people no, there are good, you know, it’s just raising country business. I mean, i think that is there are lots of tactical things that we could talk. Yeah, you’re right, it’s not just, you know, you’re right your underlying the thing that’s really going to create change is that organizations and the individuals in those organizations actually do some, really hard work two to figure out an address and accepts 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 going to mean you? You cannot create content, whether that’s, you know, photos are writing these descriptions that not coming from that place, right? So i think 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 a place you know, and as an organization, whatever 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 understand 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 anymore, productive way, you know. 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 program staff do that. Why would you do that? You know, why would you create this while the silo between the staff talking about the work stopped deciding how the work is going to be done and the people participating in that work? That doesn’t make any sense to me? And those opportunities need to be more than photo opportunities do no the right 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 iconic. What if this one’s is, you know, eyes ellen. Too generous in nairobi with lots of kids around her and, um, there’s one of each year in wearing the red nose with liberian children around him. I know so. And what i mean, i think it’s really smart to bring that up, eh? Because now people now everybody listening to our conversation, i can think of the same kind of image, but also that i think totally the kind of thing that organizations i would think to dio with staff, right is like, okay, here, 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 or add 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 on dh that is kind of the epitome of what we’re talking about here, right? Is that you have come in to save them your services, you’re donations, you or whatever it is. Are literally the center 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 two weeks 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 we’re serving? Or is this photo about us? Um and there are certainly times where 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 if you know what i mean it it’s going to be about you make it on ly 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, that’s why that’s? Why we have you on? Because i looked at the same picture was an idea that did not occur to me. But that’s the brilliance of of aa expert. You know, lots of flecks of expert well, in this case, we have one expert and me, but other other people contributing exper, having experts contribute that’s what i mean, okay, you think about this, you know, it’s value of having multiple multiple opinions and and eyes on something very it was very well said, thank you for that. Altum i was thinking you by where i wasn’t thanking me for what i just said, that that was, obviously, you’re welcome. I always had a defective. I wouldn’t. I would probably not considered an expert perspective, but it is an opinionated one. You bring a lot of insight and used him to the show. Sabat yeah, you know, another part of the problem is that these images, their descriptions, you know, that it’s one dimensional, you know, right? 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? And we just have a minute, but weaken, obviously we can keep talking beyond the break. Poverty is multidemensional mean, it includes govern the local community. The local community needs to be empowered, it includes well, and i think thinking about those layers, and 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 got reaction of oh, my gosh, this crisis just happened, i want to respond, is there. But if you also, if that’s the hole 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, tio. One dimensionally. All right, let’s, take this break. Tell us i have a new tell. Oh, simoni yl for you, quote tell us has allowed my business to support my favorite charity without even feeling the pinch of writing a check. I am donating money every month that i would have spent on credit card processing anyway. Also, their customer service is far better than we’ve ever had. End quote, the businesses you refer are going to love tell us one hundred percent satisfaction among the businesses that you’re among among the business is working with them. Get started with the video at tony dahna em, eh slash tony tello’s. Now, let’s, go back to poverty porn with very insightful example. Ward um, yes, and we were just saying, yeah, it it narrows that 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 bonem poverty and hunger, i mean that that could reach to, you know, advocacy around global climate change policies, which you’re never going to get from these one dimensional ideas. No, and this i mean, i also don’t want to that folks listening 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 up 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. Teo, was there an earthquake? And you’re well, these donations are in part to buy medical equipment and to support those medical teams administering it. Well, that’s also really great story. Who are these medical team? 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 participating and transaction and the people receiving this support hyre the end of a transaction, i don’t think anyone really means for that i like, you know, back to that good intent, a key 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 does not what happens 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, you can direct people to interview, and i was talking about fresh content and depth of content there you can tell the story elsewhere, so the tweet is brief. 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 to medical in this example who these medical teams are, you haven’t instagram account well, you could do you know instagram stories with either you know, actual quick video interviews update, 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 really, really immediate really, really fast transaction because that’s not the humanity that you want to be representing anyway. Yeah on and and wrapped wrapped up in all this eyes, you know, the idea of 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 hero you’re not talked about this a little oaky going well, just you, khun, 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 know 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 falik well, i think there’s two things to think about here one is that we talked about before any campaign, whether it’s a fundraising campaign, our advocacy or whatever it’s never gonna have only one ass, of course, every you know, kind of sector best practices. You only have one ascot 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 want 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, justus 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 topic than necessarily a single organization that that they’re going to donate to over a year over year, you know that they care more about 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 organisation 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 hyre fast way 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 short message for the medical l came to provide to those children and, you know, 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 ten dollars, for 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, you know, getting you out of this trap of poverty porn, but it’s also serving you to build rial community with these supporters? Yeah, it’s the how many guests we’ve had on urging the relation a ll 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 them there while the ah a lot of a lot of activists and donors are you’re saying maur, mission oriented versus organization oriented. But you know, if you can draw them into your work, they’re right they will stay with you. It’s the relation act it’s the relationship of course. All right, you know, another another facet of this is that all you know, these regions are not monolithic. You know, all of central america, south america and africa are not poor on dh 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 parts of the world i’m talking about. So, you know, e i think you want some balance there too, tuley and i think there’s argument to be made that there are can definitions that we had organizations we as americans, we as white folks can put onto what is ah, community experiencing property or what is a geographic area, that it lacks access to resources that are not going to be a shared definition by the people living in those communities. And i think that really important thing to remember as organizations trying to highlight the service you’re providing or the way that you’re serving that community, is that your definition of of their needs and comparatively to you you know how how quote unquote in poverty they are is going to feel different in their own lived experience, so finding ways where they can authentically talk about again, back to what was said at 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 needing 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? Recognizing that part of deciding 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 the tony. I know it’s a 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, r s ward, next week, two more from the non-profit technology conference. See sweet cross talk and capacity call out if you missed any part of today’s show, i beseech you, find it on tony martignetti dot com were supported by pursuant online tools for small and midsize non-profit ofthis, data driven and technology enabled. Tony dahna slash pursuant radio by wagner, cps, guiding you beyond the numbers. Regular cps dot com and by telus, credit card and payment processing, your passive revenue stream. Tony dahna slash tony tell us. Ah, creative producers claire meyerhoff, sam liebowitz is the line producer, shows social media is by susan chavez. On our music is by scott stein with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent go out and be great. You’re listening to the talking, alternate network, waiting to get you thinking. E-giving cubine you’re listening to the talking alternative now, are you stuck in a rut? Negative thoughts, feelings and conversations got you down? Hi, i’m nor in sometime, potentially, ater tune in every tuesday at nine to ten 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 geever. 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 into comics, movies and pop culture at large? What about music and tv? Then you’re in for a treat. 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Nonprofit Radio for June 29, 2018: Storytelling II & Test Quest

 

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Miriam Brosseau: Storytelling II
Building on last week, Miriam Brosseau has on-the-ground tips for digital storytelling that break down your internal silos and resolve organizational frustrations. She’s like your storytelling therapist, from See3 Communications. (Recorded at the Nonprofit Technology Conference)

 

 

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Nick Garcia & Jack Hilson: Test Quest
Email, landing page and digital ad testing: What it is; how to do it; and what to do with your results. Nick Garcia and Jack Hilson are with Mal Warwick Donordigital. (Also from the Nonprofit Technology Conference)

 

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Oppcoll hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d suffer the effects of our throw piau sis, if we issued a joint statement that you missed today’s show storytelling too, building on last week mirriam brousseau has on the ground tips for digital storytelling that breaks down your internal silos and resolves organizational frustrations. She’s like your storytelling therapist from c three communications that was recorded at the non-profit technology conference and test quest email landing page and digital ad testing. What is it how to do it? And what do you do with your results? Nick garcia and jack ilsen are from now warwick donordigital responsive by pursuant full service fund-raising data driven and technology enabled tony dahna slash pursuant radio by wagner, cps guiding you beyond the numbers wagner, cps dot com and by telus durney credit card processing into your passive revenue stream, tony dahna em a slash tony tell us here is storytelling, too, with mirriam brousseau. Welcome to tony martignetti non-profit radio coverage of eighteen ntc non-profit technology conference in new orleans. We’re wrapping up our coverage of day two with mirriam brousseau welcome mirriam hey, tony, great to be here. It’s a pleasure to have you. Thank you. This interview with mirriam is sponsored by network for good is the use easy to use dahna management and fund-raising self where for non-profits mirriam is chief information officer at sea three communications it’s e three and her workshop topic is going to be talking about you like you’re not here. Your workshop topic is bust those silos exclamation mark how your digital storytelling khun build internal collaboration welcome again hey, uh, what? Uh, what’s, the overarching lesson that we should be learning like what’s the give us the take away the biggest takeaway about digital storytelling and non-profits not collaborating as well as they might internally. Yeah, absolutely so the way that a lot of our non-profit organizations are structured is intended to be convenient for the organization itself. How convenient for you built around efficiencies and and all of these more easy to manage things that don’t necessarily lead to a whole lot of trust or collaboration. And we’re living in an age today where everything is built around the u customer around the user around that individual person and so storytelling is a great mechanism for humanizing our organization’s overall and starting to build that that supporters centris ity and thinking about how we can shift our operations to be more about the people that we serve in the people who might make our impact possible very articulate. I do it again because we’ve been talking about donor-centric city for i don’t know, ten years or something on there still organizations that may feel they’ve mastered it, but i think our our yeah deceiving themselves, they’re still built around themselves and their saddles. How do we know? Okay, how do we know if we are one of the organizations? And i’m talking about the things we’ve mastered mastered it? We think we’ve broken down silos and we’re donor-centric but we’re not out of one of the symptoms we might be experiencing. How do we know? Yeah, well, you definitely feel it internally if there’s hierarchical management that, you know, really a sense of of control slowness of tackling the same kind of issues over and over without really getting at the root problem. It was like the first time we’ve done this thing. And we’ve done it a hundred times. Yes, yes, precisely so that and then you can also see it in your messages, of course. And so something that c three does a lot with our clients is will calculate what what we call a supporter inclusion score where you look at a single piece of messaging and basically tally up the number of times that you have mentioned the organization in some way, the name of the organization, the ceo, the name of a programme, whatever it is on dh, then you tally up the times that you’re using the word you or you’re referencing the word donor or volunteer or using their name, for instance, and you divide one by the other and see how closely you get two one for so, which would represent more of a partnership. Or if you’re if you’re above one, then you’re really demonstrating that that donor, that person you’re reaching out tio is the center of the story represented through that through that language. You and your yeah, very good words. Yeah. Working in your promotion and marketing. Yes. Shifting that book, it’s just a little bit. Okay. And now how is digital storytelling going to help us. So, there’s, we recommend sort of three step process for thinking about this. Ok, s o the first part of it is a three step process is like click candy for radio. Oh, yeah, you were goingto neo-sage okay, i got you click bait, ready and raring to go for you. So the three steps or the following, first of all, be sure that you are telling the whole story because a lot of non-profits focus on telling the story of the direct beneficiary and not a whole lot else. But when you zoom out and you think about who are all of the characters in our story, who are all the people that we really need in order to make our impact possible? It’s the volunteers it’s, thie, it’s, it’s the donor’s themselves who were usually talking to. But we could also tell their own stories. Their engagement with our missions is impacting them as people in a way more holistic storytelling. Yeah, absolutely. I’m putting a different word on it not but the whole story totally zoom. I’ll get a picture of all those characters on dh. Then think about if you were to position one of those characters as the center of the story is the hero. What would need to happen in eternally in order to gather that only one of those characters and the volunteers? Yeah, the programme. The programme officer? Yeah, doing deliveries up. Ok, so yeah. Ok. Andi, what do you got? Elsa? Right. So first of all, it zoom out, put that right. So zoom out until the whole story and think about it. Think about what are the what are the how do you support that story by through whatever internal processes and that’s that’s the really the clincher there? Because when you’re in a silent organisation to get a siloed culture and culture will eat your storytelling strategy for breakfast, lunch and dinner very well nourished someone recorded you saying that. Okay? I don’t know who was. I’ve done a lot of interviews, but someone said, you know, you know i’m not sure she remembered where she hurt you. One of the sessions i was in someone said culture will eat your strategy for lunch. Oh, yes. Cultures the hungry because you recorded you’ve been quoted on not brother radio. You know you made it i wish i wish you could have contributed. Well, now, the way now we have the attribution. Diego came from that’s great. So so the only the the peace of our arsenal that we have against culture, a culture and and shifting towards that that storytelling you centric strategy is process. Really. So how do we build it into our meetings and our interactions with everybody else in the organization? In order to move in that direction and sort of humanize on and then the final steps. So if you’ve named all of your you’ve gotten that holistic view, you’ve named all your characters you’ve centered one as a hero, building into the process internally, how you captured that story and then finally treating your colleagues the way that you would any good donorsearch a thank you, sell them, tell them the impact of what happened acknowledged that their contribution to this particular story had this had this effect on you personally or on the way that the story went out in the world or the impact of that story going further out. So, yeah, humanizing and putting those folks at the centre, it pays dividends altum i love the idea of thinking of your fellow colleague as a donor? I mean, how how would you treat a donor? Yeah, this search they’re making their character in that story. They’re making a meaningful investment in the work that you’re doing and should be acknowledged for that. Okay, all right, time for a break pursuant. Their newest paper is the digital donation revolution, thanks to amazon’s one click to buy and recommendations based on purchases you’re online donors have higher expectations of you when they give online doesn’t matter that you don’t have amazons budget and expertise you know you need to measure up, get the digital donation revolution it’s on the listener landing page tony dahna slash pursuing radio now back to storytelling too. So let’s see how we, uh, let me break this down too. Wait till i tell the whole story way got to get out of this mindset that it’s all just about the person who’s enjoying the outcome with the right. How do we do this in storytelling? We want to do storytelling in like three minutes. I’m think of a video. Yeah, am i being too narrow? First of all, we’ll use a digital. Storytelling? Yeah. Do you mean beyond video? Oh, for sure, for sure. Okay. Well, kind of kind of content. You’re absolutely any kind of content that your parents know that you’re capturing. Tio talk about your your mission in your impact. Okay, so then how do we what advice do you have for starting the starting to be more holistic in the storytelling? Yeah, so i think, first of all, just literally listening out all of the people that are required in order to make your impact possible and and thinking about one of the things that we also recommend organizations do is think about what’s the intersection between your mission and that person’s aspirations for themselves. So our missions are very forward facing. We’re trying to change something. We’re trying to tackle some injustice and make the world better. So it’s all about the future. And so when we think about those different characters, we want to think about what they envisioned for themselves, for their future and how what kind of person do they aspire to be? And if we can speak to that speaks to that intersection of like, how does engaging with our mission helped these? People become the kind of person that they want to be, then we’re going to have a winning formula in our storytelling very esoteric question, yeah, so let me let me bring it down worse than often example, yeah, so it can be so, but i think it actually makes things a lot easier on us because it’s not about developing necessarily a whole user persona and getting it demographics and like, i don’t care if they shop at target or if they listen to spotify, i care about who they want to be. So for instance, we’ve done a lot of work with the make a make a wish foundation, and some of the characters are in their story are not just the wish kid who’s, the beneficiary of their work, but for instance, thie social worker who was referring that child for a wish, what kind of person does he or she wants to be? Well, they they got into this business in order to serve children and make their lives better and be able tio provided it in a way that they that the family’s night might not be able to if the kids going through a tough time and so in what ways does engaging with make a wish, help them reach that aspirational goal? Um and so when you put that social worker at the centre of the story and talk about their lives and what they’re seeing every day and then saying and what they bring to your organization, how we overlook how we overlap exactly, yeah, and so when so then the story becomes, well, i’m a social worker, and this is what i deal with every day, and when i get to tell a child that i’m referring them for a wish and that this is going teo, you know, it’s it’s, it humanizes your mission, it’s it exponentially expand your impact because suddenly you’re not just serving this single beneficiary it’s absolutely everybody who’s touched by that experience has an impact there being affected by that and it’s changing it’s, changing and transforming their lives and in meaningful ways to and so when you tell that story, it not only bus up things inside, where suddenly i have to talk to the medical outreach team in order to capture that story in the first place, but you’re also opening up a brand new door for other social workers for other people who see themselves in that kind of aspirational role, tio walk through and say like and say, oh, well, i want to be that so you’re not you’re telling the story from their perspective from from the perspective of each of the people involved in this handing over the mike being authentic about it service chain, or if you if you will oppcoll tell me more way our next step, yeah, i think so. I’ll give you another. I’ll give you another exercise because the venn diagram overlap thing is kind of esoteric, so s so when you do have that that list of characters and just list as many as you can be as specific as possible, one exercise that we walk through people through is to do a very simple mad lib you space, which this so the first. So the first space is you take this particular action, you do this thing which and then named the impact. So you, for instance, the social worker, you refer children to make a wish, which does you know all these wonderful things for that child and their family, and honing in on the u which language for each of those characters, is a really powerful exercise, because first of all, you don’t get to name your organization and you don’t get to say you, you don’t get to talk about your programs, you have to go straight from that supporter to the impact that they make and your organization is the witch it’s, the it’s, the means it’s, the facilitator it’s the mechanism by which that that person is making their impact in the world. There’s not even name. Yeah, yeah. So that’s that’s part of that that donor-centric city, that kind of shifting that perspective, you language. It always starts with a u and so an exercise of simple is that can be kind of the core of your messaging for that particular persona or audience segments. Okay, very that’s, great it’s, super fun and it’s. Great to kind of get out of the box with thinking about that for different, for different folks and to really, like, hone in on it and on give it some poetry about and there was this the way in which we make them the hero of the story it’s a it’s. A great way to start. This is the starting, you know, we don’t. Yeah. Okay. We’re not quite there. Yeah, okay. Yeah. All right. So let’s, let’s go to that way. So any one of these characters in the chain of service, any one of these important parts in that chain can now be the focus of the story and how they interact with our organization and our service beneficiaries? Yeah. Okay, give me give me another client story would make a wish or another one that this is you’ve seen. You’ve seen impact. Yeah, absolutely. All the love story of so many great stories. Well, i’m going to give you another make-a-wish example, just because that’s, they’ve got some great, powerful stuff and that’s the first thing that came to mind. So in some of this work there’s a minnesota chapter of make-a-wish made this beautiful video in which they positioned one of their volunteers is the hero of the story. And instead of necessarily focusing on the on the wish kid and it was this story in which the child himself had a condition in which he was unable to speak and really move around a whole lot. And his wish was to have a door really to be able to go out into his backyard and and see beyond the four walls of his house, which immediately just like tugs at your heartstrings. So but telling his story in a way, is not terribly relatable. It’s not i can’t. I can’t really empathize with that situation and it’s actually a little uncomfortable to even think about that and so repositioning story, they they put the hero as the contractor, the builder who actually came in and made that possible, and they talked to him. They talked to the people that he worked with, and i think it they showed the emotional and just sort of life affirming impacts of that being involved in this wish had on that person who’s like this, you know, fifty some year old contract huge e-giving door who’s just building a door, breaking a wall on drilling a door. But he’s the hero, you say he’s, the hero of the story and you watch that and it is so it’s, so emotional and powerful and just draws you in in a way that the story of the wish kid never could and part of what i think this this kind of mentality forces us to do is to recognize that everybody’s got a story everybody’s being transformed by these little moments. And what i love about about storytelling about shifting messaging in this way, is that it? It builds a culture of noticing and of paying attention. Yes. Being intentional. Yes. Paying e-giving attention to others. Yes. How did that story gets told? Was it was it through video that was through video? They had a video version of it. They also published it as as a block post. But it’s ah, yeah, they had a couple of different versions, but the video itself was was the most powerful representation. Okay, we, uh, just got a note that the whole point five o’clock and we were misinformed. So listen, i need another. I need another ten minutes. Can i get ten minutes from the security? You could see that we’re on camera. Right? Gonna get can i get them? Really? I mean, i got a fifteen minute, you know, we’re going to do this for another ten minutes, okay? I don’t know what the time of day is, but i know that. Mirriam and i have been talking for almost sixteen minutes, and i need another ten. Is that okay? Wait, don’t go anywhere, and i’m sorry, we we didn’t know that we were told that, yeah, okay, thank you, little side conversation. Just have the security, gentlemen. Thank you, thank you, sir. Thank you, thank you, thank you. I’m not cutting us off. Fundez live, live, live, recorded in every story, have to have that challenge that has to be overcome, so this is us on the other side. All right, so that was a video story that contract. I love that it’s. Just the guy. We just came to break the door. All right, build a door. Yeah. Let’s, keep going, let’s. Keep going, people. This idea of treating your colleagues the way you would treat a donor you said mohr. But that part resonated with me and we flush it out a lot more. Sure, we just lost the light. Okay, garrett, we’re losing the light. The hole is closing. Okay, it’ll come back. Garrett says it’ll come back on. Okay, there we go. All right. Non-profit radio perseveres. I don’t care what happens. Yeah. So we’re going nowhere going nowhere. Nobody’s going to take us that? Yeah. I mean, i think that heart of especially when you’re working in a silo toe organization. It’s very easy to get caught up in what’s wrong and focus on the tough stuff and want to fix all the problems and anybody who gets involved in non-profit work is a fixer, right? That’s, our that’s, our inclination. We want to make things better. And i think sometimes that we end up losing sight of what actually working. And it’s been shown in all kinds of organizational studies and with with regards to our the way that we change ourselves. The whole positive psychology movement, for instance, is built on this. Premise that if you start with what’s working, you can actually demonstrate more progress more quickly and, you know, put together these sort of lasting change efforts. And part of starting with what’s. Working is is acknowledging the good stuff and saying thank you and being appreciative. And it just changes. It uplifts the whole culture. Is there a client story that you can share that where you saw you saw this make a difference in our organization? Yeah, i mean, i think so it goes hand in hand a little bit with building that storytelling piece into the process as well, these three elements of kind of knowing all your characters, building in the process to gather those stories and then reporting back on the impact and saying, thank you s o we had ah, ah, a little while back, we did a strategy engagement with hillel international, they have a they offer one of many versions of ah, trip for young jews to go visit israel and and build that a nation with it with the country and the people, and they were having a hard time differentiating themselves from the other providers and sort of saw it as a marketing challenge. And what we’ve learned in what we’ve learned that c three is that most marketing challenges are actually internal alignment challenges that can be that, like, with a few little internal tweaks, you can actually do a lot better. And so part of what we built into that strategy into their process. Was first of all regular story gathering moments between them in the united states and the trip providers in the inn in israel s o that they were getting those stories of these transformative moments that were happening for both the kid’s on the trips themselves, and for the and for the trip leaders on all of these different perspectives, right of all these different characters in the story, and as part of that it’s also there’s also an element of just reporting back on this is how we use that story. And this is the reach that that it had and like, thank you, keep it up. And so what happened after we worked with hillel international on that is made a few internal alignment shifts got them to kind of rejigger their messaging. So it felt a little less stock photo and a little less advertising on more story oriented. And they increased their recruitment for the trip by forty percent in a year. Outstanding. Alright, what what? What are some of the questions you got in? Uh, in this in this work in the workshop? Yeah, a lot about pushback from leadership. I’m interested in what was amazing in the feedback you got from non-profits oh, yeah, yeah, there’s in the audience yeah, i mean, we got we got some great little anecdotes of just like those tiny little shifts that people can start making in in order to start building this this more aligned human centric with the culture and some of them some of them are technological fixes, their great organizations out there that are using slack channels capture stories and to share back the impact of the work that they’re doing and the importance of everybody kind of being on the same page around storytelling and digital communications and all of that, which is wuebben so deeply through all aspects of our organization that it actually becomes this really great vehicle for tying everybody together. You said there were some leadership leadership pushback, yeah, so one of the, uh, some of the big questions were just like, well, what if leadership doesn’t? Buy-in, um, what do we do if i if i asked to sit in if i’m the marketing person and i asked to sit in on the development meeting and i’m ruffling somebody’s feathers because i’m on their turf? Then what do? I do about that. And our advice was really well, first of all, don’t make it about busting silos, that’s, that’s not an end in itself. There’s there’s, some other bigger mission and story to be told here on dh. Secondly, start from that point of strength. Start by asking their advice. No. And going there and and, you know, kind of making their idea if you can. But but going in with a with a sort of ah listening, learning, pasture, a supposed toe. I’m going to do this thing and knock down these walls and so it’s a little bit more of that appreciative stance. And starting again from the assumption that everybody has something to offer, everybody has a story to tell. Start with what you have exactly. Okay, start from strength and build from there. We still have another couple minutes left. It got very quiet. You notice there’s? No. Yeah, but in the din of the exhibit, flora’s has been eliminated. Not just gone. Not just quiet. Are quiet. Indeed. What else can we say about this? Er there’s. A couple more minutes. What more did you share in your your session? Yeah, i mean we shared a so there was the buses silas session. We also did michael hoffmann, founder of three, say, three communications and stroll before yeah, exactly s o he and i also let a session that we entitled digital minimalism, which is a which is a related kind of emerging idea that we have open that we’ve been playing with, which is really about this idea that s o thie middle melisa movement has sort of taken hold it’s gotten a foothold in the culture. People are excited about the idea of cleaning their closets and, you know, focusing in on the stuff that really matters and what does it look like? Applied to digital specifically for non-profits? And so what we talked about there was that you may associate minimalism with this idea of less stuff and that’s that’s important that’s definitely part of it, but really, the focus of the minimalist philosophy is that the stuff that you do have should be meaningful and should should be a connection to something t joy into purpose and all of this kind of stuff rather than getting in the way. Mission exactly, exactly commission for sure so is so four. Non-profits in the digital space thie equivalents, the digital minimalism is essentially this idea that, you know, the digital that we use should should thin the line between our supporters and the potential for them to make impact through our organization. There’s a lot of digital detritus out there where there’s a lot of sort of shouting about the stuff that we do and there’s a lot of things that we create just because that’s what? We’ve always weighed it, we need it. Yeah, and all this stuff. Yeah, okay, so did you get pushed back at that session to neo-sage from leaders or people questioning whether my leadership is goingto really be willing to shed? I mean, it could be you could be talking about zoho you’re shitting me, big parts of our communication, it’s challenging panels. Oh, for sure for sure it’s not serving, serving our greater need are serving our our mission. Yeah, it forces you to check a lot of assumptions and i think there’s there’s plenty. I mean, absolutely that there’s there’s plenty of organizations that are, for instance, you know, creating a dozen pdf reports that then go online because it’s written into the grants that they have to create a report and put it online. And so what do you do about that? Like theirs? That’s, that’s. A place where you have to kind of reevaluate whether this this philosophy is going to work in every area, or whether it’s just going to be something that focuses you in the places where it’s most plausible. Okay, uh, give us another two minutes of of the brousseau download. No man. Little community session. Maybe other questions that were asked. Yeah, well, i think a lot of the i would i would almost summarize both sessions. You’re going to get the total download and like a sentence hold right. I would almost summarized both sons both sessions as being about this idea of it’s. Not what you do, it’s. What? What you do does. Okay, it’s, not it’s. Not about what? What it’s impacted exactly. It’s it. And they end that. That idea that you know, non-profits do amazing things. We deliver great programs. There are there’s, there’s, webinars and services and meals being serves, an animal’s being saved and all of that. But really, the and we want to talk about all that. Great. Stuff, right? And put it out in the world and say, like, look, please pay attention to you know, we’re living this attention economy, but when we, when we take a step back and talk about not what we do but what we make possible and what’s through our actions were allowing to happen that transformation, then first of all, like it’s got that more sort of visionary feel to it, it’s, more it’s, more welcoming and approachable. I can relate to it because it’s not like this thing that may or may not have something to do with me, it’s not sort of it doesn’t become a barrier at all, and it keeps us sort of keeps us mission focused like that’s what we’re that’s what we’re here for, and it keeps us kind of owning that those outcomes and realizing that, like with all of this stuff that we’re doing it’s not about the thing it’s, about what we make possible through that thing. And if that’s the message that we can keep coming back to you through the stories that we tell and the content that we creates and the people that we can actually, then there’s hope there is. We’ll leave it there and that’s a perfect place to leave it. Thank you very much. Mirriam. Awesome pleasure durney persevering through the we’re closing. She mirriam brousseau and she’s chief information officer chief innovation officer. I’m sorry, mate. No, you’re right, it’s. Just a innovation. What i say information. I’m a fan of that too. She’s mirriam brousseau and she’s, the chief innovation officer at sea three communications this interview is sponsored by network for good, easy to use donorsearch and fund-raising software for non-profits and you are with twenty martignetti non-profit radio coverage of eighteen ntcdinosaur, thanks so much. Let’s. Take a break. Wagner cpas check them out at weinger cps dot com if you’re on a fiscal year, it may be coming to a close on the thirtieth of this month. You need an audit or just your nine ninety regular is it? Take a look at their sight, then use the contact form or pick up the phone and talk to partner eat each tomb i’m urging you go in real life after you check him out online. Wagner, cps dot com now let’s, go to test quest welcome to tony martignetti non-profit. Radio coverage of eighteen ntc that’s the non-profit technology conference twenty eighteen in new orleans this interview is sponsored by network for good, easy to use dahna management and fund-raising software for non-profits my guest now are nick garcia and jack ilsen nick is senior account executive at mall warwick donordigital and jack ilsen is exactly the same senior account executive male warwick donordigital times two on dh nick and jack’s topic is the test quest optimizing your donor’s journey. Gentlemen, welcome to non-profit radio. Thank you. Thanks. Good. Have you, uh, okay, the donor journey let’s start with you, jack. What are what are donors not getting? I mean, i’m sorry. What are non-profits not getting quite right about this donordigital the experience. Yeah, well, you know, oftentimes when you’re in the poor poppet for-profit space ah, you’re thinking a lot about user experience, right? And where someone’s going to go, what they’re going to click on what they’re going to see, you know, and a lot of non-profits don’t have the time or think that they don’t have the time to capacity to really think through every little piece, so they’ll be not taking precautions or doing tests. And just rolling out what feels right to them. And so we kind of talk about how easy it can be and how simple it khun b to perform a p tests and rolled them out in your program in different ways. So we try to make it as easy as possible for as many different types of non-profits it’s possible. Okay, okay, so this s o jack, this does not have to say i’m sorry, nick. This does not have to be a complicated process, right? Exactly. Be testing is pretty simple thing. Exactly. Yeah, it is. And there are a number of ways that you can start, you know, very low level that doesn’t require a complex data management or anything like that. So i think we’re going to kind of run the full gamut of, you know, examples and things like that testing for for organizations that are just starting out, but also cem advanced testing concepts we really tried teo dig deep and and figure out some unique ideas of things that folks may not be thinking to test that we’ve seen in our work with our clients have some big impacts. Okay, well, we’re gonna do that here too. I don’t want you holding back on like we’re gonna describe what you’re gonna do talk about in your seminar. Sure you’re gonna do it here. I’ll do it. So you’re going. You were talking about the email landing page and digital ad testing. Yeah, let’s. Start with e mail. Is it one of you mohr expert in email than the other or equally fluent? I would say equally fluid. Okay, well, let’s, stick with you, nicholas. We’re there for now. Uh, what? What? Wait, what should we be testing? Yeah. What? I think when we think about email testing, we generally split that out into the email envelope the content of the e mail, which includes the copy, the design and then what’s the email envelope. So the email envelope is the centre name s oh, it’s, basically, what you see about the email before you open and a preview exactly when you’re so there’s the preview? Yes. So that includes the sender name. So you know, one example of ah really simple entry level test is whether you include the organization name in the from line of your email. You know, conventional wisdom tells you that, you know, you may want to include the organization names so that people know immediately who they’re hearing from. However, for a lot of our clients, we’ve tested out of that, and we are rolling out with just the ceo name because we show that that has had a significant lift in open rates, for whatever reason. So that’s that’s a really simple test. Another thing related to the way we exhaust everything that’s in the envelope. What’s on the envelope. Yes. So they’re sure we hit every. Yeah. Yeah. So what detail here? Yeah, absolutely. Do not hold out on us. So there’s the center name there’s the subject line, which is another important one bonem constantly testing that one another one. Is that that preview to pre header? Yes. Head of pre header. Yes. Oh, one of one of our recommended tests there is that we’ve been seeing a big lift with folks who are actually including a blank preh header. So if you notice when you’re when you’re scrolling through your inbox, you know, almost every e mail you received has pre header text. Those that do not now are standing out more. So so. We’re seeing, you know, just little that white space may exactly right. So and things like emojis and the subject line just, you know, things that really make the email envelope pop out. Nine box. Jack, do we assume that people are scrolling through this inbox on their phones? Now is most female is read by phone? Absolutely. You know, i think it’s been depending on the organization, you could estimate anywhere from thirty toe. Fifty percent of your donations could come in through mobile. So it’s, really important to not only be looked thinking about maybe your email envelope and how that appears on mobile, especially as you’re scrolling through very quickly, but also making sure that everything is mobile optimized and works well for for those folks who are looking at their phones. Ok? Eso we exhausted the envelope. Yeah, let’s. Stick with you, jack. Go inside the envelope now to the message itself. What should we be testing in that? What can we test in? Oh, so many things. Well, and we talk a little bit about a few different things, so we will go from maybe email format. Tio general design tests. Template tests that sort. Of thing copy tests weighs a email format. What what? Different formats? I’m sure i know, but i can’t think of them sure and sing them, but i was sure, yeah, and it may be going from plain text message tio ah, regular template that you might use every day kind of thing to see, and maybe the results of your tests between those two things is that you don’t get a significant lift for one over the other grand, and that may tell you that you don’t want to use plain text or it may tell you that you want to use it interchangeably at different times when it seems effective. So ok, i guess use of use of graphics embedded video do we? What do we know about how embedded video does in a female vs there’s a link to click through? Wei have research on that? Well, it depends on what you’re trying to get. If you want someone to donate video doesn’t help all that much. Of course it may influence click through, but it it probably won’t up your response rate very much it may actually, you may see a decline as faras response rate. Because people are just trying to go to your donation page to view that video and then immediately going okay, okay. It’s. Great for cultivation, though. Great. Very getting folks too. Bedded video abetted video. We’re talking about video eyes great for cultivation. I’m sorry. Yes. Yeah. Video is great. Okay. Okay. I was just trying to draw a distinction between embedded where you do. We have to do what you can watch video in an e mail. Can you? Yeah. You have it. Yes. It’s possible. Although there’s specific types of coding more more complex five and that’s. What made it? So i made him work. So if you get into technology issues with right versus just providing a link and it doesn’t work across all browser’s. Okay. Okay. That’s. Hesitation. All right. So you gotta be very circumspect about that. You’re not okay. All right. Uh, what else? What else in the message hyre in the inside the message itself. Jacket should be so, so designed. Tests generally, it may be, you know, like we had talked about overall template. But it may be something as simple as maybe black and white photos. More stark kind of imagery. Sad versus happy, that sort of thing that, you know, many children let’s, say your international relief organization. And and you have lots of folks of single children alone or lots of children. Together. I’m trying to see what’s more effective. If focusing in on one individual is going toe, actually pull at the heartstrings of your owners. Anything else in the e mail cell for we we met our way to the landing page? Um, i think a couple other things that we’ve seen valuable in-kind email testing is just the length of the copy itself. I think this is this is an area where a lot of organizations hesitates sometimes because they have been messaging with a similar length for a long time, and they meet they may feel hesitant to move away from that, but i think it’s important, especially were scared. Exactly. Yeah, on and it’s not an easy thing to test necessarily, you know, taking the same messaging and boiling it down from, you know, six long paragraphs to a really, you know, small bite-sized email is not an easy task. However, you know, i think it’s an important one, because especially in today’s environment and just the way people are used to processing information now is in much smaller chunks, right? So we’ve been seen, you know, a good degree of lifts with just, you know, testing short message versus long message, you know, just things like that about the time of day. Yeah, exactly. Right. Eso there’s yeah. Time of day. Day of week. You know, some some of our clients, are you there even segmenting out, you know, certain folks that are more responsive to messages at different dates and times, things like that. So, you know, they’re they’re so many, you know, complex options for testing and segmentation. Ok, ok. Are we on the landing page now, cheryl? Goodwill that okay? Okay. We’ll stick with you for a minute. Okay? What should we start there? Yeah. So, i mean, we talked about video for a moment. You know, that was one test that we ran on a landing page where, you know, one of our clients felt like they had a really captivating video that had a donation ascot the end, and they thought it would be much more compelling. And this this was at a time when, you know, video was really hot and a lot of non-profits were using that to dr engagement, so they thought, okay? Let’s test video versus a static image on a donation page and it actually suppressed response video did significantly on the donation page, you know? So i guess what the lesson there was that you know, you don’t want to necessarily distract the destruction was in my mind exactly. I mean, the weather is so video rich now visual in rich video, especially, but, you know, people go there for a single purpose. You don’t want them distracted. Exactly. And i think i think that that guy has a lot of our thinking around. Landing page optimization to is that you know you’re you’re breaking up the information on the page into a very concise headline. A very concise subhead. You have to keep in mind that most people are not going to absorb all of the content all the copy on any given page. So you want to, you know, really think about how to structure the page so that all the information is there for folks who want to absorb it all. But also that at a glance, they’re getting what they want so that they can, you know, move on and convert. Okay, okay. Um, jack, anything else about the landing page we should talk about? Yeah, i mean, more toe next point. And you brought up a good point as well. Tony, that, uh, and perfect host shot out. People are on their phones often doing these sorts of things. So making something inaccessible in that way, not just design wise. I i say this all the time and maybe it’s just being in the industry. But if i go on a web page and it is not mobile optimized, i will just leave. And so you you absolutely have to make sure that sort of frustrating. Now twenty eighteen, you have to scroll the sea, though, to see so much and it and it jumps and bounces and windows are not windows, but pictures disappear. Yeah, yeah. Don’t do it, please. Yeah, well, in in one test that that i’ve done with a few clients is adding tap oppcoll buttons to donation pages or action pages. So let’s say you go and there’s a tiny radio button and you have to zoom into the page to try to click it. And you’re clicking the wrong thing and it brings you to another page. So we tested somewhere else. Yeah, exactly. We call them fat finger buttons at some points to make sure that, you know it’s. Easier for folks to decide. I want to give you twenty five dollars instead of ten dollars, you know? Okay. All right. So that’s the landing page? Yeah. You were going to talk about digital ads, okay, testing digital ads. We’re nick. Where were all these digital ads? What kinds of retesting we’re talking social media ads. So facebook ads? Definitely. I would say that’s, where we start with most of our clients and definitely the google network is probably the thie biggest platform that we use for digital advertising. Okay, got to take a break. Tell us you’ve heard the talis moughniyah lll from lee elementary school, where they’re getting a monthly donation from tello’s for credit card processing of a parent owned company. You know you need more revenue. It can be recurring revenue every single month. Ask the people close to your organization who owned businesses to switch to tell us for their credit card processing. It started at tony dahna slash tony, tell us for the video now back to test quest with nick garcia and jack ilsen how do we tell testing with digital ads? They’re really two components, right? So you have the creative and you have the copy associated with an ad, so in most cases, we’re testing multiple versions of both. The image and the copy at a given time on and then essentially combining the two once you have a winner in each category to roll out the absolute best image and the absolute best copy you can to the widest audience, i think that’s the simplified version of okay, well, we can we can go into more detail, but what, you don’t hold out? What what percentage of your audience would you would you test with? I mean, you gotta have against tens of thousands of fans on your page to make this worthwhile. Yeah, well, i mean, we’re no, not fans know, but you’re mean, depending on the dollar amount, right in-kind so yeah. So when we talk about percentages for testing, we usually start with the budget number composed to the audience. Yeah. So for instance, you know, if it’s the first foray into testing and we’re looking at a budget of ten thousand dollars, then i would say, you know, dedicating at least three thousand of that to the initial testing before the final roll out would be, you know, a decent amount, you know? So you wantto probably dedicate in the neighborhood of twenty five. To thirty five percent of your budget to that initial testing. Otherwise, everybody only a thousand duvette appropriate, right? Exactly. So you want you want you want it to be scaleable, right? Okay, how about let’s? Go back to my erroneous question, but i’ll find somewhere it fits and let’s, go back to email a percentage of your email lists would you test with before you roll out the ultimate to the white fulwider story in when we actually have a tool for this on dh. This will work with ads as well. But we have a fruit free tour online on a website. The bell warwick it’s m double d agency. Dot com slash lab w d agency dot com slash lab. Okay, crack receding. Yeah, and there’s there’s a bunch of different tools on there, but one of them is a sample size calculator. So you can and put the numbers of folks that you have to test from it. And i’ll let you know if if it’s how difficult it might be to get a statistically significant result from that kind of test. Okay. Okay. Can we generalize? Tow? How big an audience. How big a list? You need teo be ableto do successful test. I mean, is a thousand enough? Or is a thousand to small? Well, it depends on what you’re testing. And we thought you could just go to the tool. All right, i put you on the spot. I thought maybe they were generalization, but just if it were not a drastic test, then it may take a long time t get that kind of a result. Also latto the toll just use. Yeah. Don’t pay attention of the host question. Okay, so now we’ve got all this data from our email. You know, the envelope, the message itself landing page our ads. What do we do with all this? All this data in each segment, it’s, not just a simple has male the best one or you know what we do with it. All right? Yeah. That’s a that’s. A great question. And you know, we give a few examples that aren’t as simple as okay. Here’s the winner. So we roll out with that all the time, right? For example, we ran a test. That was an email designed test. So we had a very pared down text on ly no. Images designed template for an email versus the kind of standard template where you have the call to action, photo, etcetera and the results there were actually inconclusive, which in most cases is a worthless test. However, to take away their for us is that we can use both of these templates interchangeably, right? So, you know, since one of them is not impacting negatively or positively the performance that gives us two options to choose from s o that depending on the message, if we have a very compelling image, then we use that template if it is more of a text heavy message or, you know, just something where we want to mix up design versus no design that gives us options so it’s important, teo, you know, be able to assess your your test results to and figure out, you know, how to use that effectively, okay, i think i think, yeah, they’re different circumstances for every organization, which is something that we kind of tried toe andi and people say that a lot, but we try to use a lot of different examples in our presentation toe to showcase the different ways that these things and go and really, what what we’re trying to teach is the thought process, right? Like, how can i use this to my advantage? What can i do with these results? Do we need to test again? Where can i go from here kind of thing. So maybe you test using the colors black and red against using blue and white, and you’re finding that black and red is is a statistically significant lift for you for click through rates. For instance, maybe you just want to rule that out during your end when you really care about getting those dollars in and hitting your goals because if you’re using black and red constantly, people are going to get tired of it. It’s not going to be effective, you lose, you lose that lift. Okay, okay. Your description. Talk about unconventional unconventional but practical testing idea. These the ones we’re talking about this is these don’t sound unconventional today. My wrong are they may be they are unconventional. Yeah, no, i think you know, we try to provide ah list like a take take home list essentially at the end of our presentation of of things that we’ve come up with that we didn’t necessarily that aren’t considered conventional in the world of test. Yeah, start talking about okay, pick us off. All right, so in terms of ah, email, copy testing, one thing that we found have a significant lift is highlighting the call to action in an email with, like the simple yellow formatting, like what you’re used to in microsoft word, right? Because it automatically draws the attention people are, you know, programs for lack of a better term to to automatically go to that, right? So we’ve seen big lifts there similar similar thing is ah, increasing the font size of your call to action in an email things like that really simple, something simple like that? Yeah, just really, really simple things. Another one where we saw, you know, like over a thirty percent lift in our email response rate is changing the color of the button, you know, just things like that button formatting, another one that we’ve been doing a lot, ok, last one because i want to see some projected yeah, okay, one more is ah, making a dynamic button so you’re on the donation page, you select to donate twenty five dollars. Monthly, the button automatically updates at the bottom of the page to say, give twenty five dollars monthly or process my twenty five dollars monthly gift. We’re seeing much hyre response rates with with dynamic button testing like that is that when you mouse over, it actually changes automatically when you selected on the page. So the button goes from saying donate or something generic to to the customized amount so it’s kind of confirmation for the donor within the process that they are giving exactly at the level that they want teo and what’s, the difference you’re seeing with that we’re seeing we’re seeing significant lift on that. I think the last time we ran over one of my clients, it was ah, fifteen percent hyre completion rate. Oh, so some people, after they click the donate button some people don’t complete. Exactly. Okay. That’s what? I was missing? Yep. I thought some people back out after clicking. Well, it wouldn’t be. It would be after they select the gift amount. Right. So you come to the page and when you start filling out the field information, there is a gradual drop off in there in the completion people. Having second thoughts as they’re filling in their credit card number and their address, and write some people back out at that point, yeah, so whatever it is, it, it helps. It helps the process along. Okay, write that that changing of the button. Yeah, after it’s, click exactly it’s and confirms the donation amount. Yep, okay, jack, you got some. Yeah. Ah, similar kind of dynamic aspect is bringing in. Ask amounts from an email tio the donation page so let’s, say, or maybe even heis previous contribution, right, you have that information on file, maybe it’s listen, you’re sierra, you have it dynamically pull in from that person’s record onto the donation page, so that may be it selects immediately their highest previous contribution say that’s twenty five dollars, and then uses an algorithm tio go from there and calculate other likely of amounts that they would get if the ask string is the track. Ok, ok, alright, so thats awesome, okay, you got another one? Sure. So, like clicking kapin offgrid click candy for radio when we’ve done that similar on donation and advocacy pages is and and also also an email actually testing the call to action on language on buttons. So if you could use a more generic donate now or match my gift or something that you might use across your program generally, or we’ve tested that against more mission based colston actions. So, you know, help animals right away or, you know, stop trump or something like that that that actually has increased not on ly conversions on pages, but also click through is on e mails. Okay, okay, we just have about a minute or so left. So, nick, i’m going to give you the wrap up. Just remind us of the motivation. I mean, there’s so much we contest what remind us of the value of doing all this, i think the value for the donor for the dogs, the donor journey don’t write mirriam yeah, i think, you know, it provides it, provides them with a personalized path. Right? So it makes them feel like what they’ve done in the past eyes being acknowledged and that things are as easy as possible for them. And ultimately, you know, they’re here to support the cause is and we want teo enable them to do that in whichever channel they choose. Andi, we want to be able to show them their impact as quickly as possible and in his many ways as we can. Okay, we’re gonna leave it there. Thank you. Alright. Thank you. There are nick garcia, jack ilsen. And they are both senior account executives at mall warwick donordigital, thanks very much. All right. Thank you. My pleasure. This is tony martignetti non-profit radio coverage of eighteen. Ntc on this interview is sponsored by network for good, easy to use dahna management and fund-raising software for non-profits. Thanks so much for being with us. Next week, trust me. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com, responsive by pursuant online tools for small and midsize non-profits, data driven and technology enabled. Tony dahna slash pursuant radio wagner, cps, guiding you beyond the numbers. Weather cps dot com and tell us. Credit card and payment processing, your passive revenue stream. Tony dot, m a slash tony tell us our creative producers, claire meyerhoff. Sam liebowitz is the line producer, shows social media is vices and chavez on our music is by scott stein. You with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. You’re listening to the talking alternative network, waiting to get a drink. Nothing. You could. Hello, this is bruce chamlong, host of the web design and technology coach. Join me and my guests every tuesday from eight to nine pm as we discussed the latest in web design, social media, marketing, search, engine optimization and technology way also discussed popular topics, including ward press, making money online, better koegler rankings and more every month way. Also feature the best unsigned music from around the world right here on talk radio dot n y c. You’re listening to the talking alternative net. Are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi, i’m nor in santa the potentiality. Tune in every tuesday at nine to ten p m eastern time and listen for new ideas on my show. Beyond potential live life your way on talk radio dot n y c 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 into comics, movies and pop culture at large? 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Nonprofit Radio for June 15, 2018: Avoid Website Ageism & Grants For Newbies

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Jessica Meister, Matt Dragon & Justin Greeves: Avoid Website Ageism
How do you design your site to meet the needs of those 65 and over? What about testing with seniors, and accessibility requirements for federally-funded nonprofits? Our panel answers it all. They’re Jessica Meister with Oral Health America; Matt Dragon from Charity Navigator; and Justin Greeves at Porter Novelli. (Recorded at the Nonprofit Technology Conference)

 

 

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Janice Chan & Danielle Faulkner: Grants For Newbies
Janice Chan and Danielle Faulkner cover the basics of researching and submitting grants. They reveal free resources to find out what’s available, share tips on tracking deadlines, help you prepare for online submissions, and more. Janice is with Johns Hopkins Institutions and Danielle is from Baltimore Community Foundation. (Also recorded at the Nonprofit Technology Conference)

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d be thrown into foley dupe aqua if you questioned why you shouldn’t miss today’s show, avoid website ageism how do you design your site to meet the needs of those sixty five and over? What about testing with seniors and accessibility requirements for federally funded non-profits our panel answers at all. They’re jessica meister with orel health america, matt dragon from charity navigator and justin grieves at porter novelli that was recorded at the non-profit technology conference also grants for newbies. Janice chan and daniel faulkner covered the basics of researching and submitting grants they reveal free resource is to find out what’s available. Share tips on tracking deadlines help you prepare for online submissions and mohr. Janice is with johns hopkins institutions, and danielle is from baltimore community foundation that’s also recorded at the non-profit technology conference. I’m tony steak, too thank you. Responsive by pursuant full service fund-raising data driven and technology enabled tony dahna slash pursuant radio and by wagner cpas guiding you beyond the numbers witness cps. Dot com and by tello’s turning credit card processing into your passive revenue stream. Tony dahna may slash tony tello’s here is a void website ageism welcome to tony martignetti non-profit radio coverage of eighteen ntc non-profit technology conference. We’re coming to you from new orleans at the convention center all our ntcdinosaur views are sponsored by network for good, easy to use dahna management and fund-raising software for non-profits this conversation is with jessica meister, matt dragon and justin grieves. Jessica is the web user experience specialist at orel help america. Matt is director of engineering at charity navigator and justin greaves is senior vice president of research. Porter novelli jessica justin welcome, thank you for having welcome to non-profit radio your workshop topic is i’m not the dinosaur. You’re the dinosaur. How your website should keep pace with america’s aging population okay, let’s, start down the end there. Justin, who thinks i look like john mcenroe? He he spilled performance that happen. But i remind you of john macro at least at least happy. Yeah, right now. Not the tennis racket slamming john macaron? Not yet. I haven’t gotten there yet. Yeah, yeah. Don’t give me cause, okay? What what’s the issue here, justin way, talking about websites that are built specifically for senior population, like sixty five it over or accessibility of all websites for the for the elder population? Yeah, yeah, i think i think one or the other, but we’re taking a step back from that and looking at everybody and really looking good. How in my part of the presentation, how people are accessing information generally in society and looking at that websites are a part of that news is a part of that social media is a part of that radio shows are a part of that, right? So seeing how those different audiences by age or by other characteristics are doing things online, are getting information. So we really took a broad view about toe understand that, and there are a couple of interesting trends that we found in our research. Porter novelli we do an ongoing program called styles, which is abroad be of americans lifestyle okay, we’ll get into the research. Remind me if i don’t get teo. I don’t know about research company. Okay, sametz what what’s your sense of this. How do you want to open up the topic sure. So charity navigator biggest user percentages is sixty five and over. And if you lump in fifty five and over it’s really a majority nineties, we in ninety percent, ninety percent, probably around eighty percent. Ok, seventy five percent. So we we have a lot of those users. As i covered in the presentation. Over seventy five percent of our donors to us are seventy five are fifty five and over. So that that’s something that we’re constantly considering in our website design communicating with our users and our donors. Okay, jessica, you’re our user experience specialist. And what what? How do you want to open this topic for the elder population? Eso my belief is that technology should be for everybody, and it shouldn’t be limited to just young people, um and that’s on all of us to create technology and websites and designs that air usable by every single person. I think. It’s a negative stereotype that older adults seniors above the age of sixty five don’t use technology and it’s absolutely not true. Both justin and i have found plenty of research. That is completely metoo contrary. Okay, thank you for that. All right, not. Now that i’m sixty five, i’m approaching now, but, uh, i’m not even in the face, you know? I am in the fifty five over. Yeah, i am in that one, okay, i did remember what i want to talk to you about the research, so i want i do want to start with in terms of how thie older population is using data differently using is using technology differently. Yeah, please, just beyond, i think justcause point it’s ah it’s a myth and it’s a long held belief that older people are behind in technology and don’t use things but what we found in our styles, research that i mentioned before is half of people in the silent generation that’s, age seventy two and above have a smartphone mobile device that they’re using and half half seventy two and over half of our subs on dh in boomers, which you’re you’re, you’re a boom here, boomer young, i’m young, you’re young boomer. Yeah, almost genetics are seventy five percent of boomers have smartphones and that’s the primary way that they’re accessing all sorts of things. News your radio show information about websites e-giving donations online so you got to think about the population, which the vast majority of givers of high givers are also older people. You’re not going to be as effective if you’re just still mailing them stuff, right? They need thio interact and access just the way we all do, and they want to do it on the whole device. Mostly. Okay, okay, you want to add more to the research summary? That’s ah, pretty fair summary. So justin’s work has been primarily in quantitative data and looking at it from, like a sky level view. Getting these good statistics on what usage rate looks like. My work has been more qualitative when you actually sit down and interact with have a senior interact with either a website or a tool or technology, you asked them to use it, completing a particular task, and, yeah, the vast majority of them are wanting to do it on mobile as well. And especially from a non-profit perspective, it’s important to keep in mind that sometimes the on ly access someone may have to the internet is, in fact, on a mobile device. They may not have the means or access to like a desktop computer, and so that was something that we found in our research when we redesign tooth wisdom dot org’s, which is a website designed to provide education and accessed older adults to dental clinics, affordable ones in their area. When we did this study, we found that they really wanted to be able to search and that they may be doing this from a mobile device. Yeah, okay, okay, and in the middle, matt at a charity navigator, what was your part in the presentation so way have this predominantly older user base, but we’re also seeing a lot of growth in the twenty five to thirty, twenty four to thirty five year old user community that we’re seeing, so we’re struggling, too make angels to the site that that appeal to a younger generation, but not turn off or lose our older users in the process. So we have a lot of a lot of sort of feedback and help type questions that we get from older users where they just aren’t used to interacting with with websites like younger generations are on dso we’re always trying to sort of factor that in as we make changes to the site or or consider how we present information on the site. It’s. Time for a break pursuant. Their new paper is the digital donation revolution. I always love all the pursuant free resource is very generous. How do you keep up in our one click to buy amazon world? Can you use more revenue? The paper has five proven to work online. Fund-raising tactics that will save you money. It’s on the listener landing page. Of course. Tony dahna slash pursuing radio now back to avoid website ageism. There’s another layer to this two, which is the federally funded organizations. Yes, by law that required, you have to have accessible, abide by and it’s called section five o eight and it was voted on and passed through congress last year, january twenty seventeen and it just went into effect january eighteen o and this is any organization that receives any federal funding whatsoever, regardless of if it’s one hundred percent or if it’s two percent they receive any federal dollars whatsoever, they’re obliged to adhere to accessibility guidelines there, primarily based on the w keg, which is the world wide web consortiums, accessibility, content and six ability guidelines. Okay, thank you for question that. Because we have george in jail on tony? Yes, i apologize. You just walk in front of the prison? No. Yes, i wanted teo put it out there because it’s it’s an important resource. So it’s w c a g and it’s finding online. You see a g? Yes. Okay. Okay. So, so any any federal money, you’re getting grants for service or whatever, but anything at all and the critically this law applies to not just your public facing website, but anything that you use internally as well. So even if it’s just in internal that on ly the other staff members see all the only your millennial staff is using correct yes, it’s pretty burdens. Yeah, so it’s it’s pretty it’s pretty massive. But this is especially critical to seniors and older adults because forty percent of people above the age of sixty five have some sort of disability compared to twenty percent of the general population. And so, if you’re did, if you’re designing for seniors, you’re designing with accessibility in mind. Okay, dahna let’s. See where should we go testing you? So you do the individual testing. So your roll. Justin is more than quantitative research. About bigger, bigger picture recent yeah, my role in the presentation was sort of the higher level trends and another another thing that we all talked about in all near and dear buses, the impact of social media on things you know, we hear a lot about facebook and twitter and linked in and other things nowadays. And so again, there’s another myth that, well, seniors aren’t on technology and they’re definitely not on social media, which is absolutely false also good. The majority of seniors are on some form of social media, most likely facebook, and so if you think about you need to think about how to meet them where they are just convention on our in our engagement earlier today and that’s going to be mostly on facebook, you know, if you’re trying to get people and get them to interact, they’re going to be in a special channel, they’re going to be in facebook, they’re probably not going to be on twitter very often. There’s another myth twitter’s everywhere only thirteen percent of americans used twitter on a regular basis and of course, we all know one of them right here two hundred, chief, so thirteen percent use it on a regular basis thirteen percent of americans use twitter, so? So if you have an older population, you probably shouldn’t spend too much time on your twitter strategy, which is something we worry about, p r all the time you should think about facebook and think about other channels and think about websites and e mail because that’s, where you’re going to find i like coming back to you not because you thought i looked like john mackerel, but, you know, so it provides the broader context. Yeah, i was okay. And then jessica, you’ve done the individual you use your studies? Yes, sitting with seniors watching them way have devices that watch their eyes on a cz they navigate website. No screen reading studies are available from larger group screen reading, so that technology exists you, khun tracking studies tracking studies labbate which yeah, and then those can develop heat maps that will indicate where someone looks on a site but generally speaking, in terms of how seniors look at a website, it’s not very different from how most of us do most of us like to scan websites, we don’t like to read them. The average amount of time you spend on a website is between around single web pages between thirty seconds and sixty seconds. There’s not a whole lot of time, people, people just try to get what they can and they leave on dh that’s true for seniors as well. They’re there for a purpose way know that they don’t come in through the home page. They came from somewhere else they were looking at or looking for something specific, they link to you, they found it, they leave, yes, so he might try to engage them somehow that gets into, you know, marketing and the web site design, but but leave that aside buy-in they came for something specific, and they’re leaving after they get it correct and it’s interesting, because as webb has evolved over time, the home page has become less and less important because, as you said, they’re coming in from google and they’re landing on the pages that they’re looking for. And so for example, on the homepage is right overrated, for example, on our website, tooth wisdom dot or only eleven percent of our users come in through the home page and so it’s interesting. When you’re doing time evaluation oh, how much time should we think about the home page? Maybe eleven percent of your time, matt, i’m guessing. Does that vary for you? Is home page more important for charity? Navigator it’s actually less so so ten percent of our told my intuition eyes a data driven discussion. Ten percent of our total web page views heir of the home page so not not even landing on it. Just visiting it any point during your visit? Ok? Eso there’s there’s ah it’s a similar thing and i think, really the we mentioned five oh, wait like five oh, wait doesn’t talk doesn’t speak it all to how people move through your sight how they locate information on your site it’s about the visibility, the readability, the color contrast so it’s it’s still very important to talk to your users do the kind of studies that jessica did because you’re not going to know you can be one hundred percent five oh, wait compliant and have xero users able tto do what they’re trying to do when they come to your site. That’s absolutely true there’s a difference between accessibility, compliance and accessibility and practice, you have a loss that’s a minimum standard, right? But this is not going as far as you’re describing now. So, matt, you you’re straddling an interesting position because you said, uh, the elder population is most of your users, but you’re the younger population is growing, so you’re constantly straddling. How do you how do you rationalize that? So part of it is we we addressed it to our channels, so so our website, our facebook tend to have an old, older audience. Our twitter followers, as justin noted, tend to be younger, so we can we can sort of target content that way. Another big part of what we have to look at is just we can’t way sort of can never make a really drastic change to something on our website, because that will throw our senior audience even though a younger audiences is almost surprised when you go when i go to a website and nothing’s changed since the last time i’m there that’s sort of the anomaly, but with supporting older users, we’ve made what we thought were very simple changes to our search results page, and it throws people off and they don’t. Understand that it’s not the final destination, it’s just you have to click through to get to the data, and people are people ask us, you know, where did all the data go? Why did you take away all this information when it’s just they’re looking at a searchers all not at the page that used to be looking at so we go, let me go to justin. This is this has implications around the it’s, the way seniors air using the technology. So you’ve demystified ho are not demystified debunk these myths that, as jessica did to seniors or not using technology, they’re not engaged with it, but how they’re using it and their understanding of it is different. I mean, it’s not as sophisticated as someone who grew up with it. Yeah, it has more exposure. Yeah, i think it’s probably not a sophisticated, but they bring their kind of wisdom and life experience to it. So another thing is, what do you really believe when when you see things on the internet? We did this siri’s that things based on the whole fake news and other stuff to look at, how many people actually get news from facebook believe the news and what do they do have someone post something that they don’t like? So what we found is only about one in ten people now believe what they see in social media is news good. Only about a third of those people click through to actually look at the original content about, like, three percent it’s a very small number on then. But the other interesting thing is seniors less likely to have this one bad behavior, which is diferente de follow people who have a different opinion than them? The younger generations are much more likely tio unfriend or unfollowed someone let’s say, tony of a different opinion than idea about politics or some social thing. Seniors are going to ignore it. Younger people are going basically opt out of you and what that means and you feeling about the implication is we all are just star in our own personal echo chamber, right? What we hear, what we want to hear, we’re only talking people have the same opinion and i think that’s a very dangerous point, you know, america’s based on diversity in the melting pot, and if you’re not hearing people from other cultures or believes our angles, whether you think they’re right or not, you should at least listen. Seniors do that younger people do not very interesting. Okay, so dahna matt, i’m interested in what was the little change you made to the search page, that through seniors that you thought was not a big deal, so we actually we service mohr information onto the search result and gave you mohr functionality via the searchers, always doing things like the result s o that the fact that all that functionality and information was showing up on the search page, people didn’t didn’t understand anymore that they had to click in to a charity’s page to see that high that maurin dept is more in depth. They thought they thought you had a cat in a diddle, the right all the all the information down to just what they’re seeing on this screen, right? The one after the after i click search. Exactly, okay, kapin ate it. Is that the right use of the word? Shorten? Keep it simple, alright, reduced, all right, got it. Some best practices. You ah, from your seminar from the workshop description, you promised them best practices for helping the over sixty five, population sharing you s oh, they’re posted on the handshake from our session, which is eighteen ntcdinosaur okay, very good. So we have them posted there, and you should also be ableto flip through materials and find access to those slides. So some of the overarching principles the first one, which is very important is be big, be bold and be obvious. And so this has to do with create things in large text. High contrast, is it good enough? Text tohave a texting, larger obstruction lodging button it’s not that it’s a it’s a good thing to add it’s a nice feature, but you also have to expect quite a lot of people won’t see that available on dh so fun side, but if you make the guy larger, big that’s not still not adequate, so that goes that’s. A lot of people just will ignore that part of the screen, usually because they don’t visually identify it as the thing they’re looking for, like you said, but making text minimum of a year, she educates. The host brings me along. I’m very gracious. I’m grateful for that. Okay? Minimum size, i think, is recommended at seventeen point font for website. Okay, what’s the way know what the average is? We know what typical website is. A lot of people have it smaller than that because standard booker print size is twelve point and so a lot of people rely on that print standard over fifty percent larger yeah, roughly almost fifty percent larger than the standard book. Okay, okay, big, bold and what was it obvious? And so matt and i talked about this senior sometimes having a difficult knowing which items air interact oppcoll and so we recommend, for example, of recognizing the highlight like they don’t know that, like a button is a button on dh, so you might need literal signifiers to make it look like it’s a three dimensional button with a shadow that you would push in three in real life that’s a literal signifier, but it gives a visual indication that something’s interactive ble and i think literal signifier that central ok previous conversation today i was talking with the woman and sheila warren about bitcoin blockchain that you’re talking about the wallet wallet in blockchain. Is that is that what it was? What was the literal signals? That a literal signifier? I would say so i would say so when we refer to something that’s traditional for something that’s new because blockchain is just yes, people just discovering what it even means or how people think of a floppy disk. Us the same little signified, right? Right. A literal signifier. Yeah. Okay, little signal. I always wondered what those were, but when you see a little bank for for your for your savings or something, okay, little signifier, thank you for that. Your host aggression, right? That phrase down okay. And having nothing to do with this conversation, but or very little to do with it. Okay, i used know that matt had talked about how some of the users on their site had also struggled with things that weren’t necessarily obviously buttons. But we’re click. Okay. You got some. You got some best practices for dealing with the sixty five over. Yes. So? So one of the things is is just to make a literal call out. So one of the things we did teo help with. Our search results problem was making sure that there was there was words that said mohr details or more info, something that even though it’s a link and it’s blue and it looks just like every other charity name link that’s in the search results, the fact that it was more of a call to action and clearly something that if you’re saying, oh, i wonder where the details went, you could click on that thing, and it would take you to the following paige so just things that that sort of are very clear next steps or calls to action. The other thing that we’ve done is pages that might be a dead end, like if you click into a history of donation and you’re looking at an individual donation you made and you want to get back to the list for a lot of younger users don’t know they have to hit the back button, but we have we’ll actually put a button that says, you know, return to my donations so that it’s very clear that there’s always a way out from from whatever page you’re on and sort of similar, just sort of having bread crumbs. Sort of at the top of a page that would list sort of the hierarchy within the sight of the page that you’re currently at. So any anything that that sort of keeps people when, when they might think, oh, now i’m stuck. I don’t know where to go next e-giving them sort of an escape valve or an obvious thing to click on has the next step what are the breadcrumbs? What breadcrumbs on pages so breadcrumbs would be like if if you’re if you’re at the top of the charity navigator page and you click into a category and then it cause it will show you the category you clicked on as we list the causes within that cattle. Are you okay? Trail that contrary? Yeah, apple does that. I think they pioneered a lot of websites. Will have that sort of at the top. You are in the nest, right? Baizman nesting. Okay. Okay, justine, i don’t want to leave you out of the best practices conversation, but you know that you’re part of the bone, and i cracked. I definitely have about okay. And all of us share this theory, which is do more research. I mean, i think that the number one stumbling block block that people have and mac gave great examples and just cut you have to know your audience and do research to understand how they’re using your product or your website or whatever and sit down talk of them. It doesn’t have to be expensive, it doesn’t have to be a long process that could be a small focus group of granny’s at home or it could be your friends and family, but do research and have a discipline way. One cautionary note that i’ll put out. I don’t want to get in the acronym jail, but be calm argast drug in jail don’t ruin my little signals are like in jail, the literacy that are the literary sent a liberation, but the idea is don’t collect more data than you need because the gdpr is coming general data protection requirements from europe and so everyone in the united states, if they deal with european counterparts, is going to be required. Tio give people who are citizens of europe and the uk, the ability tio, act like they never visited your sight. Are they you know they could be for gotten and it’s very hard, the finds are extremely expensive. They’re meant to be business shutting fines and so don’t collect the any personally identifiable information you don’t absolutely need and have a way for people opt out of that, let them know what you have and have a way to get rid of it because that’s the requirement and starts at the end of may know yeah, i’ve been doing a lot of reading about that. We covered it on non-profit radio a couple months ago. Yeah, yeah it’s a tough one. But again, you know, the my final answer is you do research, it could be informal can be formal, but gets a users and have a feedback channel because we live in a dynamic world and people expect change. Okay, although matt, when people see change, they don’t always know how to react to it. And sometimes they get panicky. Yeah, and that’s the kind of thing that having a group to test that with, you know i can help you sort of a void that that stumbling block so so even even just being ableto put it in front of a small group of people who are in a representative portion of your audience, you know, putting putting in front of my developers is not a way to know if if are our older audiences going tto find a problem, you have some seniors come out to new jersey, you’re you’re in a small town into joe’s we are alleged wort know what is not gonna rock gonna rock. So so we want we it’s something we want to do more of way. Haven’t we haven’t done it? Jessica’s been ableto really incorporated into her process much more than we have. Okay, we do it all the time. And the thing we always say is you get out of your own conference room. Talk to real people, i think that’s very good advice for a lot of it. Also rates back to what you were talking about. You know, night narrowing your circle of of influence that you allow in, you know, but let’s, get out a little that’s. Good for life. Okay? We have to have, like, a minute or so left. Who wants to wants to put the finishing touches on this subject? A little motivation. Jessica, i’m gonna give it to me, okay? Because i started down that end with with justin, so let’s go. All right, so i think, oh, my gosh, no, i’m on the way they were talking to a friend, you know? We said, you know what i’ve been doing this work? Why is this so important? I think it’s very important, especially in the non-profit community that we don’t just talk the talk, but we walk the walk, and so if we say we’re trying to serve a specific population, it’s very important that we do the work to actually do that. And i believe that building tools and resources and technology for seniors is a way that we can live our mission and serve that population. That’s it rubber. Okay, she’s, jessica meister webb and you ex specialists at oral health america. Well, she’s not also mad dragon, but seated next to her is matt dragon and he’s, a director of engineering at charity navigator, and justin greaves, senior vice president of research porter novelli, justin sorry, jessica and justin. Thank you very much. Thank you. Thank you. This interview has been sponsored by network for good, easy to use dahna management and fund-raising software for non-profits and this is tony martignetti non-profit radio coverage of eighteen ntc and i thank you for being with us. We need to take a break. Wagener, cpas they go beyond the numbers. They’re covering your essentials nine, ninety and audit before they go beyond the numbers. So first is the essentials. Then they go beyond the numbers. Check the matter whether cps dot com start your due diligence there. Then use the contact page or better go in real life. Pick up the phone and talk to you. Eat hooch doom the partner there. Wetness cpas dot com now time for tony’s take two. Thank you. However you’re listening live podcast am fm affiliate if you’re getting my insider alerts each week thank you. I am very glad i’m very grateful that you are with us. Thank you very much. Now let’s, go to grants for newbies. Welcome to tony martignetti non-profit radio coverage of the twenty eighteen non-profit technology conference coming to you from the convention center new orleans. This interview, like all our ntcdinosaur views, is sponsored by network for good, easy to use donor-centric software for non-profits i guess now are janice chan she’s, a tech training specialist. For development and alumni relations. Maybe the tech training special, the one of the only are you the guy? I am a team of one seam of one. She is the tech training specialist in development and alumni relations for johns hopkins institutions, and daniel faulkner is donor engagement coordinator for baltimore community foundation. Ladies welcome. Thank you for having a son like you. Your topic is grant proposals for newbies, bootstrapping research and preparations so that’s perfect, actually, for our audience of twelve thousand small and midsize non-profits some of whom may not be doing grants don’t don’t have to get started on grant’s research. You don’t know how to start putting. Well, there’s a paper depends hyre anymore, but doing out online forms, you know, and that probably should be in the fund-raising mix. You think, daniel, for most be a consideration. Definitely it’s, it’s, it’s. A robust process. But once you get it, handle it it’s really easy to follow year after year. So if you could work it into your schedule it’s definitely worth going active. Okay. Okay, janice, anything you want to add to the motivation step i think you get it gets easier. The first one is always tough to figure out, and it gets easier as time goes on, so don’t get discouraged by exactly first one. Exactly number five will be easier than number one. Exactly. Okay, okay, let’s, talk about some of the research, you know. How do you how do you, uh, find out about grants that might be appropriate for u s o for me, i look for free and easy sources. We love free on free it’s always great. I will plug one, which is foundation center. They have a great website to find funding opportunities they have. If you in baltimore, if you go to a public library, you can actually access their account free. They’re free full membership, most libraries or institutions, educational institutions have a membership through them. So that’s a great resource. If you’re looking for nine nineties, you want information about funders? I use them a lot. Their office in d c is great because they’re really if you call, they’re willing to help you and they’re all volunteered face or they have classes webinars that are free. So i use that a lot in my day today foundation research you khun i’m sorry foundation sent to research. You could do any any of their affiliated library in that country. Exactly. There are many there that you don’t have to be a subscriber. You there so we can be who you want to do for your desktop. You won’t get as many features, but the features that are offered through their free on account justice. Good there are okay. The other other janice free resource is that we could take advantage of besides foundations dahna sure grantspace go for any federal funding and that’s that’s up your alley and you’re usually a lot of states will have a local council of grantmaker zor of foundations, community foundations, humor sort of have a consortium and you can sort of go to one place and get some of them, even have a common common form. Okay, okay. Others other we love free resource is anything besides, maybe your community group. I know. In new york, there’s new york regional duitz association of grantmaker is nigh rag. So there’s that goes well, the foundation center. Any others were involved when we have a bag, which is another resource, like a bag thing. Well, i would say community foundations are a great way. Usually most their websites give a general opportunity list of what’s going on for their fund holders. So in baltimore, we have over eight hundred funds that come through our foundation. So that’s a great source. If you know your community foundation, get in contact with them to see what’s available and how they can help. Okay? Okay, anymore i’ll keep asking. You say there are no more also like your state or local organization of a non-profit associations. So, maryland, the suspicion non-profit organizations has some of those. Resource is that you can, you know, make an appointment schedule to use as well. Ok, for research there, there for research research. Resource is also okay. Okay. Anything else? I think that covers everything the free and easy. The user friendly ones that are a great start there won’t overwhelm people. Those are really good sources to use when you’re first starting out. Okay. These are also for not only finding well grants, doing your own research around foundations that may fundez your fundez or work. These are all resource. Is that exactly that? Well, okay. Okay. What’s, the next step. So now we now we know where we should be applying. We’re taking it step by step. Danielle, where should we where do we go next? Well, for me, after i’ve done all the research, i have a proponent of writing one grant and then from there outsourcing it and using it to write many multi purpose. Exactly. I call it my my thanksgiving dinner of granting if you go one grantspace irv’s, everyone. So that’s, where most of my work comes in, i would say gathering information that pertinent to your organizations, so that might be your mission statement all your financial papers on the irs, things working with your program team to make sure you have the right lingo in a language down to explain the project that you’re want funding for take some real time to gather that all in one location. So when you sit down and write, you don’t have to go and have to go back and forth. I’m a really big component of doing all the hard work first, so then you can focus on the writing if you that’s not your strong point there’s also a point that’s tangential to that which is make sure you follow all the instructions exactly. Hide everything just for doesn’t really matter how burdensome you think it is. Yes. And they say twelve twelve point fonts on double do it, it’s not a suggestion. Find tabs? Yeah, ever. What was jonas finder town that they need to be labeled? Just do it. Okay, it’s like, in that sense, it drives me of dealing with government bureaucracy. I’m just they may ask things that don’t make sense to you, but and it may not even make sense to the people who are asking for it. It may have been twenty years ago, but just do it okay, just comply. You know you’re asking for their their support. You gotta comply, right? And i’d like to add a point to that to write figuring out like one of things we talked about our session was having a go or no go less right there’s things that yeah, there’s some hoops that you’re going to jump through it’s going to be worth it. But you also wanna they’re going to be some things that maybe is a stretch too far for organizations. Kind of taking you off mission. You’re kind of drifting. From things. So you want to make sure that that’s really feasible, invisible as well? Okay, that’s a very good point, especially in terms of mission, you know, it’s only it’s only sort of related to what you do, you know, they’re going to read through that, right? And you’re probably gonna be unsuccessful in the grant anyway, you know. So why try toe conform your work, tio what they’re looking for? Better to stick with exactly what you do, find funders for that makes it ok. But look at the different angles of what it is that you do that might be appealing to that funder, but it’s, so good to be at the end of day. What you’re actually trying to find accomplice, you gotta be on the same page, okay? Oppcoll you talk about i’m just drawing from what was in your session description? Oh, interpreting instructions is that is that basically what we’re talking about? Or is there more spending one? Yeah, just read them. I would have after you’ve written the actual brand and this is way after have someone not associated with the organization or maybe a co worker who’s, not in the process. Read the instructions of unread your grants so they can look at it from a different eye. Make sure you hit all the targets because if you’re in it and your writing it, you might think you answered that question correctly, but in reality he didn’t, and someone outside of your space well under sand so i would definitely, if you have the time, try to get someone outside of your world to read it and the instructions fired-up anything that janice you want to add, i think also, i don’t like to start with what’s needed less when i go through the instructions like, okay, let’s, before we can gather everything’s, make that checklist that i don’t lose something or i can get somebody else rolling on whatever i need, i need their help with. Okay. Last november, i hosted a panel at the foundation center. I’ve done a fair amount of speaking there. It was not a great writer or professional, but it was a panel of grayce grant oars, funders and one non-profit and the subject matter was building a relationship with the institution, even including at the applications, you know, some some explicitly say no calls. So oppcoll but others are more open to communication or maybe it’s no calls and, you know, we take emails, but talk a little about that early stage where you’re still rating, having getting questions answered, you know, not being afraid, anybody? Well, i’ve never come across a call for a proposal that didn’t have instructions on if you have questions during the process, they always air usually upfront about that which they prefer follow that to a t and that that’s what i told my freelance clients the same way, you know, if you do have a question, let me go through that process for you, but don’t like magically run into that person for that thunder that’s not really appropriate, but follow their rules just like the instructions for the grant follow the rules. What do you mean that people see through that stuff? Yeah, you know, it becomes law fake and phony, and you don’t want that, i don’t know and if the end, if they don’t write, i mean funders know they’ve your non-profit what you’re looking for us funding, right? Like that’s already in the back, right? You want to you want to find out? What? What it is that that fundez hoping to achieve through their grantmaking so that you can line that up. But i think also, if they don’t have explosives constructions about, don’t call, don’t e mail anything like that, right? You know, it doesn’t mean i don’t feel like you can’t. You’re like, you know what? Like our boardmember knows somebody on their board, let’s, just see if that would be okay to have a meeting. Tto, learn more and meet with their program officer to see you. Is this a good fit? Doesn’t line up or, you know, it should be it go looking elsewhere. Good. How about tracking deadline? Make sure we go to a lot of details were like twenty five minutes, yeah, don’t hold back, don’t hold out on non-profit video sures deadline, so deadlines ah, and i’m one of those people would put, like, you know, two weeks ahead of the actual deadline on my calendar, but i think that there are a lot more, you know, when i did a lot of my grantwriting is before a lot of project management skills were easier to use and they are, so i just put a lot of things in a spreadsheet on dh kind of, like project manage things that way think they’re a lot more project management tools now, right where you can put in due date it’s gonna trigger reminder and send you an email or, you know, when you log into that system, et cetera, but i think that that is really key, because if you you know, if you don’t similar, like if you’re applying for a job, you don’t follow the instructions, you don’t meet their time frames, you don’t show that you’re respectful of their time, they’re going like, why am i exactly? We have a deadline it’s an easy right off that in the next way didn’t say postmark said, bye you know you’re gonna be disqualified our land and also building and buffer times using technology. First of all, that’s a technology help brovey times yeah, you’re not gonna be able to devote a solid week to this, so don’t leave five business days before the deadline to get started on that right? Be realistic about what you can do in the time for him, a lot of opportunities may pop up it’s a rare with grants cause cycles are pretty much the same, but be realistic if you are a team of one r office that small, i don’t think you can pull off the whole grant and a time frame of a month that’s a lot of work to do for one person if you’re a small office buy-in some opportunities you have to wait for just go after next year, but yeah, be realistic about those deadlines and don’t think you could just write a grant overnight. I thought clients asked me that, and i always turned them down right away. No, you won’t get my best work at that, so yeah. Just be realistic about what you can produce. What your staff can take on that’s also related to what we were just talking about it, asking questions of the the foundation of the thunder. You know, if the question is coming the day before the due date yeah, that looks back that you know, that even you can’t mask it. They know they’re down you again. You’re gonna be gonna be found out. So all right, plan ahead. Leave yourself enough time. So even a month is really not enough time for a small shop. I like to do at least four to six months and that’s if everything is weight, should be. But there are those rare occasions where something pops up. You can’t miss out, you need it. That’s where i would say if you’ve already written that one grant, you’re prepared already so you can dust it off for what you need from it. And you can apply to that one that pops up within a month. Otherwise, i probably wouldn’t go under a month just because of what you have to produce. If it’s a brand new grant and if they’re asking for a lot. Of extra things that you don’t have time to produce in a you know, good manner, i think the weather you’re starting from scratch like your writing a grand for a new program that you haven’t had to write one for me for right? Like a lot of stuff you can recycle, but some things you can’t or like, they’re taking a very different tack on whatever it is you’re doing. I think the other thing is that the attachments, right? If they want their like budget for mated, a format, a specific way, you you know, your finance person doesn’t have that time, right? So i think just being cognizant of that and being cognizant, what you’re asking of your coworkers will also make the process smoother because you’re always like, i always worked closely with the finance people with our program south and the better relationships i had with them, like, okay, let’s, be realistic about this and also is this realistic for me to ask for? Or is there are there some adjustments that we should make that’s so meet the put the funder is looking for, but that aren’t going to be just a pain for everybody to actually implement if you get the grand also good point too you’re going to be counting on other people? Or is that another reason to allow enough time? Exactly? I don’t want to make enemies in your you got enough opportunity. Do that elsewhere around. Same team here. Okay, i gotta take a break. You’ve heard the talis moughniyah lll from lee elementary school, where they’re getting a monthly donation from tell us for the credit card processing of a parent owned company that’s the secret to the monthly pass of revenue from tell us, ask the people close to your organization who owned businesses that would they switch to tell us that’s the key? Get those insiders started tony dahna em a slash tony tell us now back to grants for newbies anything else around this discussion about deadlines? More hold out on us now don’t wait to submit an online application so the last day like i always i actually block, would block off time on my calendar because i definitely like the day before submitted and like their website has gone down, you know, like will this count against us? We don’t know, maybe we should have submitted it earlier, and so then you end up panicking about it. You know why you schedule it, like at least three days in a fans for, like, an online submission, or, you know, maybe till i get it in the mail, get it, you know, tracks, you know, it’s worth getting a track for that piece of minds. I once drove across town and actually dropped it off. But that’s, an idea you got there twenty minutes before that funders office closed. Got there, just in the nick of time. It was a day off, but that was not ideal. Don’t do that. Don’t do that. Don’t let this happen to your exact a proud moment, okay, but thanks for sharing. Hyre. A prepper preparing for online submissions. We just talked about that clearly. Tips for online. We got more time to get now, when is your sessions? Have you had it? This morning. Okay. Now you spoke for an hour on this topic. And you? We did. Okay. What? I think it was just right. Join now. We’ve been together for seventeen minutes. So are like sixteen minutes. We have a minute of prep. You got more. Don’t hold out on us. Ah, fun fact about me. I love reading nine nineties that’s. If you know what those are, the virus form nine. Ninety. Exact wired by latto you like you’re not talking about the easy no, no, no, no. Thirty patients postcard postcard don’t no, no, actually, i started high school with a non-profit i was volunteering for that’s how we fund-raising to come back because we’re all volunteers so i was taught very of sixteen. Seventeen howto break them down and i enjoy it now for sure somebody tips on how to decipher how to get out of the good things to know you can find out who you need to contact as far as who to invite to her events, if you’re afraid that religion is the foundation, you’re looking at the wound, yes, so they have to list who was involved with our foundation. So i’m talking about their board, who their highest paid person is our persons, you don’t have to disclose your five thing exactly he’s on the nine, ninety okay would say if you are not inviting those people to her events, you should, because those are the people who have power clearly in that organization. If they don’t know who you are and you’re not on their radar, you should be, and that list it verifies, hey, they’re important to be on this form. I should probably know who they are, and they should know who i am so that i always tell people check that list out is web sites aren’t always updated quickly on dh that’s, a yearly thing that the irs form also their disclosure of where they give money. People can say a lot of things, but what they report to the arrests have to be legit, so looking at how much they give tio organizations that are like yours, so if you’re, you know, arts organization and you find a nine ninety where they’ve given in the past, but their highest gift has been two thousand dollars. I wouldn’t go for them for ten thousand dollars. I would stay in that range of okay under two thousand it’s the first time, maybe a thousand, but it gives you a good indication of what they’re capable of giving that’s also looking at their salaries if their executive director only makes fifty thousand and you need that probably shouldn’t ask for fifty thousand. But you should definitely okay, little things like that where you can break that down on nine nineties there free. You don’t have to. Everyone has tohave one. Some of them are located on people’s websites, so they’re really easy to find this buy-in store have foundation. They d’oh d’oh scores another one. I sir, has its foundation, of course, has attorney xero back-up probono also happens. We’re together database e-giving well, yeah, yeah, so little things like that. I kind of check on what i do take on a freelance client and they say, oh, i want to go after this grant, i check out that foundation first and say, is this worth your time? Because they might have grand ideas off. Oh, they’ll give me this when in reality no, they’re not so it’s. A good way to double check yourself and it’s a free source and they have to give it something else that can happen is referrals from board members, but not bona fide like just right. Oh, i heard i heard the rockefellers funded. Yeah, great. You know, let’s see, if that i dont happen, you know our work, you know, they have a lot of money, a rockefeller have a lot of money and gets to exactly everybody knows that. And if they’re not allied with what we’re doing now, what’s the point. Sometimes you have to press back, push back. Otherwise you’re going to be real. Or if you find in baltimore, we have certain family foundations where they give to similar organizations throughout the year if you’re new on the scene and saying, hey, is this a good opportunity or good contact? Tohave you can find similar people are doing your work and say, well, they’ve already got a contact with them. They might like me too. So it’s a good way to say like, are we on the same level, you know. Will they even, like, welcome, ian, if they’re already on that same mind. So i like to look at that. Zoho your peers are exactly know your peers are going after. So you khun get a piece of that pie. Okay. All right. Those were excellent. Thank you, danielle. Insider like pro tips for the nine. Ninety it’s. A weird thing i liked. I glad somebody likes to look at them. It’s mitch, what else? We got several minutes together. Somebody but somebody had brought up like they had this sort of weird program model. And anyhow, i think one of things that’s important to think about is as much as we harp on following the instructions and following, you know, everything that they asked for the tea. Like what? Their contact preferences are, et cetera. Also don’t feel like you should be boston by that. Right. So that’s that’s, i think where working your network has the potential. Teo, open up. You know, other ideas. So i get in terms of corporate funders. Right, corp corporations usually have both, like the they might have a corporate foundation, but there’s a marketing dollars that they give. Out of to write for a slightly different reasons, right? But if you have a conversation with whoever’s in charge of giving right, or even if it’s somebody in their corporate social responsibility department, right, you can have that conversation about, you know it does this make here’s what we’re doing here, some opportunities for your organization to get involved, you know, maybe if employees engagements important to them, whatever it is, right? You finding out what that angle is for, what they’re trying to achieve through there giving right, whether it’s on the marketing event sponsorship side or they really like that grants more formal grantmaking side for it or some bridge of the combination of the two right, and then also corporations, national corporations in this half like local community e-giving where that local store of, you know, say of a large chain store, they might have that store manager might have the ability to give out small grantspace right, it’s a good way to get your foot in the door and say like, hey, can we get we work across the state? Can we get? Is it possible to get funding at that state level? So i think don’t be afraid to sort of, like, figure out what is your foot in the door to start that conversation with them and that’s also where you can find out. Okay, you know what? Maybe this isn’t really good fit, but people move around to write and they remember you like you’ve had a really good relationship with them. You’ve, like, always kept him updated, invited them to your events, right? See what we’re doing, even if you’re not doing it right now, maybe you personally, like i would make, you know, like we’ve gotten i’ve seen people like, you know, like, okay, my company isn’t doing right now make a small personal gift because i think you guys are doing great work, right? And those people have moved, and i’ve also see them come back and say, like, you know what? I’m a different organization that now funds programs like yours, so you know, like, the more you can build those relationships and have those conversations just get on people’s radars, as danny mentioned, the more people you know, just like personal networking, the more people know what you’re doing and see that impact it has, then i think that’s more people can advocate for you. Someone who’s volunteered to re grants for review. Ah lot of the decisions come down to do i know who this person is. Do i know who this grant us for? Andi it’s very shallow thing to say like, well, i don’t know who that is, why i give money even though they’re doing great work, but it’s a reality. If you’re not on their radar, why would they take a chance on giving this x amount of money? So you really do have to think about how you’re engaging those people that you’re going after and don’t just approach them when you need money approached me around so they know who you are and they feel comfortable getting with that amount of money that isn’t that the same as what we do with individual? Yes, come to the clinic and engaged. We educate them just like them. And then, you know, the ultimately that there may very well be a solicitation for some, you know, for something and and janice, you’re point is very good to terms of corporate, you know, it’s not only about money, but employee engagement, your opportunities it’s often very important, right? Or if they’re start opening headquarters in a new community, and then i have a relationship with that community, and you, d’oh, right, that’s, a good place to position yourself as well. Okay, uh, we still have another couple of minutes left, like men and a half or so together. Daniel, i guess. My three takeaways for writing, because that’s, my background study, playwriting. But this is how i get to write as well. It’s all over it’s weird, but i would definitely say, win or lose, funded or not, i was under thank you letter i’m a big proponent of thank you letters that’s part of the follow-up you never know when friend funding will become available. So that little piece of thank you, you know, regardless, we’ll keep them engage. I always say simple equals fundez so you might have a beautiful paragraph about everything you’re doing, but when it gets down to it, it might be too much. So that goes back to the instructions. If they have a word limit, follow it. But also you’re getting too wording and just what you’re doing. Just take it out. They really want to look at the numbers and the outcomes and how they’re going to get that money back if there is opportunity for that looked like that. And then your last one kind of brief. Last one said you had three three takeaway? No, i don’t never mind. Okay. Thinking. Sorry, right to protest to yeah, those are the two big ones too big to take away. Okay. All right. We are going to leave it there. All right, so my pleasure they are. They are jenise chan, the technical training specialist in development and alumni relations for johns hopkins institutions on danielle faulkner dahna engagement coordinator at baltimore community foundation. It sounds like she’s also a freelancer. Yes. Okay. Okay. Girl right. That’s, the freelance for arts funding in baltimore city. We’re looking for that girl right where you are, right? Tio? Yep, like playwright. Okay. Danielle janis, thanks so much. So much. Tony martignetti non-profit radio coverage of eighteen, ninety si, thank you for being with us. This interview sponsored by network for good, easy to use donor-centric software for non-profits, thanks so much next week. Storytelling and free facebook fund-raising if you missed any part of today’s show, i beseech you, find it on tony martignetti dot com were supported by pursuing online tools for small and midsize non-profits data driven and technology enabled. Tony dahna slash pursuant radio by wagner, cps guiding you beyond the numbers wetness, cps dot com and by telus credit card and payment processing, your passive revenue stream durney dahna slash tony tello’s, a creative producers claire meyerhoff family boats in the line producer shows social media is by susan chavez and our music is by scott stein of brooklyn. You with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. You’re listening to the talking, alternate network, waiting to get you thinking. Nothing. Good. Hello, this is bruce chamlong, host of the web design and technology coach. Join me and my guests every tuesday from eight to nine pm as we discussed the latest in web design, social media, marketing, search, engine optimization and technology way also discussed popular topics, including ward press, making money online, better koegler rankings and more every month way. 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Nonprofit Radio for June 1, 2018: Tech Mindfulness & Fringe Benefits Trigger UBIT

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Beth Kanter, Carrie Rice & Meico Whitlock: Tech Mindfulness
Our Nonprofit Technology Conference panel wants you to avoid technology burnout or overcome it if you’re already there. They have mindfulness advice for your entire office, your teams and you. They are Beth Kanter, Carrie Rice from Carrie Rice Consulting and Meico Whitlock of Mindful Techie.

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host oh, i’m glad you’re with me. I’d be forced to endure the pain of zoho iq andthe assis if you stung me with the idea that you missed today’s show tech mindfulness our non-profit technology conference panel wants you to avoid technology burnout or overcome it if you’re already there, they have mindfulness advice for your entire office, your teams and you. They are beth cantor carry rice from carry rice consulting and miko whitlock of mindful techie and fringe benefits trigger you b i t tax law now requires your non-profit to pay unrelated business income tax on parking and commuting expenses you provide for your employees. Our legal contributor, jean takagi shepherds you through the new land he’s, principal of neo the non-profit and exempt organizations law firm i’m tony, take two, show your gratitude. We’re sponsored by pursuant full service fund-raising data driven and technology enabled tony dahna slash pursuant radio by wagner, cpas guiding you beyond the numbers wagner, cps, dot com and by tell us turning credit card processing into your passive revenue. Stream tony dahna slash tony tello’s here’s our panel on tech mindfulness welcome to tony martignetti non-profit radio coverage of eighteen ntc you know what that is? It’s the two thousand eighteen non-profit technology conference coming to you from the convention center in new orleans. This interview, along with all our eighteen, ninety si interviews, is sponsored by network for good, easy to use donorsearch and fund-raising software for non-profits my guests right now are beth cantor carry rice and miko whitlock welcome all three of you. Thanks for having us. Our pleasure, my pleasure. Thank you very much. Carrie with cantor is master trainer, speaker, author, blogger and her latest book is the happy, healthy non-profit carry rice is principal at carry rice consulting, and miko whitlock is founder and ceo of mindful tiki. All right, your workshop topic is had a conker technology distraction and burn out and be more present for yourself, team and organization. All right, that’s pretty lofty presents. I feel like starting right in the middle. Carrie, we’re not so president so often, are we? Well, we broke up our session into our presence for ourselves, our presence for our team and our presence. For our overall organization, that was my focus was really about what are we doing to make it possible for those of us who aren’t members of the paid staff necessarily to remain present for the organization in a way, that’s not pushing them past their use of technology in a mindful way that to their own benefit as well as for the organization. Okay, so so each of you, i guess, has has ah, part of this three tiered presentation. Is that correct? Yes. Okay. So then carry is the organization, right? Isn’t in the organization. Okay, the host needs some notes to keep this straight. And beth was yours. Climb the we the wean? Yes, ourselves that we being of teams or internal organization staff working together. Okay. And, miko, what is your part of this? The eye, the individual? Oh, you’re the individual. Okay. Okay. So how do beth and carry distinguish the two? The two years of years the organization so you’re outside the organization, extra marries outside the organization and remaining being present. And you’re here in the internal. Okay. Got it. Yeah, i do. Alright. So far. I hope i don’t lose it. I got it? Okay. We’re also trying to overcome tech burnout. You’re we’re all concerned about tech burn out what’s the trouble here, rico? Well, the trouble is twofold. So one is what i described his intention deficit disorder, where we have a lack of clarity about what it is. We’re actually focus on it in a particular moment. I don’t think that’s a crazy coin. I mean, i think that’s out there is an attention deficit disorder. Intention? Oh, intention. Attention. Oh, well, i’m glad i okay. Intention. Definite deficit disorder. I’d yes idea. Okay. I made that clear. Yes. And so part of the work i do is around people to take a step back and really reflect on what it is that you’re trying to do in particular the context of a non profit organization, what’s your role. And what are you pushing in terms of the actual mission and the outcomes for this one aspect of it? The other aspect of it is that we have to recognize that the technology is designed in such a way that is intentionally draining our attention. Right? So is, you know, we have push notifications that are set up by default, for example. For social media, for our mobile devices. And we have to understand that that’s intentional. But they’re also ways for us to control that we can turn off those modifications. We canoe certain absent applications to regain our attention, to be more present. But those are sort of two aspects of it lack of intention and then also the intentional effort by companies to actually take and hold and keep our attention. Attention. Okay, thank you. And welcome back to non-profit radio. Thank you. And i talked in twenty sixteen and the other person on the panel who i spoke to in twenty sixteen was best cancer. We’re talking about your was then your new book? Yes. Ok. Healthy non-profit healthy non-profit, which is still you can still get it. It’s. Not like it’s out of print or anything. But in twenty sixteen, it was new. And your co author wass lisa sherman. He’s a sherman. Is she here? Not this year, but this year. Okay. And how is this work today? Different than what we talked about in twenty sixteen and happy, healthy number off it. Well, if we go back to that radio program in your archives, we talked about self care and taking care of ourselves and talk on a culture of well being. So this is a subset of it on dh specifically how staff working together can be highly productive unless distract less distracted and get their works done. And i think what we’re faced with is something called collaborative overload, which is back to back meetings, too many emails, too many platforms, and that keeps us from getting things done. So a lot of what i talked about is how could you be more intentional about your work together to combat this distraction? Okay, we’re cement wristing phrases that lack of intention intension deficit disorder, collaborative overload. Carrie, did you come with the special phrase? Welcome to non-profit a radio is very ous a newcomer. Welcome, i always surround myself with the best, so you’re you’re non-profit radio. Exactly. I’m a non-profit radio way with you and beth in mikko doesn’t get much better than that. Um, well, i come from a world where my branding is called empathetic non-profit management, which is basically that all the stakeholders of the organisation should be treating each other the same way that we treat the recipients. Of the services that we provide so the empathy that we have towards the poppies or the homeless people, we provide the same level of empathy tours, donors towards board members towards members that we’re looking at each of those groups through that same empathetic lens. And so by doing that, and then combining that with technology it’s about changing the expectation of what we do internally on our team or what we do is individuals based on the work that meeko is suggesting that we’re saying, well, maybe that doesn’t all apply to the external stakeholders who aren’t actually getting paid to do the work that we’re doing as professional does not okay, there’s a lot here, we’re gonna unpack it. I’m the remedial person on the panel, okay? Because you all have been thinking about this for years, or at least, you know, it’s, right? I mean, years or at least months in collaborating around this on the newcomer. Well, same way. Okay. Right. Well, ok. I want everyone thinking out of an average. Okay, on average are so you’re quick learner. So bring me along. Yeah. Be respectful. Okay. Uh, it’s. Time for a break. Pursuing they have a new paper, the digital donation revolution how do you keep up in our one click to buy amazon world? Can you use more revenue? A loaded question? The paper has five online fund-raising tactics proven to work and save money proven tactics you will find the digital donation revolution on the non-profit radio listener landing page. Tony dahna slash pursuing radio now back to tech mindfulness look, i don’t know where should we go? I want to start with the i’d like to start with the i actually down the end. Okay, i will start the individual. This the lack of intention this is all around helping us to stay focused right now so that we can be more mission successful ways all it’s all for the good of the of the of the social yes, there’s the societal good. But if we don’t bring it down to the if we don’t start with the individual, we can’t be maximally efficient in helping change the world. Yes, my yeah. Is that a decent contacts i put in an early yes, and so it it starts. I use a framework to people to sort of have ah place to go when they get distracted, right? So distraction is inevitable. So we’re talking about is getting a tool, a framework that they can walk through. It starts with understanding your why or your purpose. So why you showing up? Why are you committed to the work that you’re doing and then understanding based on your based on your wine, your purpose? What your actual goals? And you might have many goals that you’re focused on any point in time. And once you identify what your goals are, you actually prioritize because he recognized that with multitasking were actually mohr effectively be focused on a few things, that we’re not very good. Multi taskers, actually, are we even though we think we are what there’s actually wait, i thought we were not. Are we? Am i wrong? Well, you could say i’m wrong, i’m wrong. Why? In the technical sense, one way you could talk to this is not only me and nico, am i wrong about them? I’m walking about multitasking, i thought we were not really, truly you can’t really multi task exactly on what it when you’re doing two different task, your brain is just switching back between. The two on every time it switch treyz delays, and it also uses up brain cells and raises quarters all of cortisol levels that raises cortisol levels. So i was right. Okay, how come nobody said i was right? I am going to tell you that i think you’re right. It depends on the way to find monisha audiocasting so silent when i know for me i was seeking information that wasn’t next time, i’ll give it to him as long as it’s deserved. I mean, of course, it’s wrong if i’m wrong say, i’m wrong, but if i’m right jump on it, you know, it doesn’t happen that often. There you go, give credit where credit is, tio. Yeah, i actually like transitioning between projects, it’s just that for me i have to set aside an amount of time that works best for me to make those transition and that time is probably more than ninety second i s actually it is more than ninety seconds. Another thing about multi tasking is it takes you several seconds to re find yourself. We acquaint yourself with the task that you left, but you’re not going back to that could take his lorts nine or ten seconds for more, you know, when you’re like bouncing just quickly. I mean, it could take it could take ten minutes if you were writing something, you know, if it is a bigger piece or something. All right, because it’s not just the switching cost is also the cost of actually getting back to the place where you left off, right, and then take some time, they sort of speed up again, right? Right. Okay. Okay. All right. So good. We’re focusing on the on the you know what? I have a question for you, though. Sure. How does the eye how does what you’re describing relate to what carries part of this is she’s here you’re talking about carrie, talk about the individual as off site worker or as a as a consultant to the organization, but you’re also talking about individual. How do your how do your topics today differ? Well, i was so that they overlap, and so when we talk about why we’re talking about obviously, the individual right organizations are not just things they’re made up of people and the same thing when we talk about boards and other external stakeholders, we’re talking about people and individually way have to be able to show oppa’s out best cells so that collectively, when we come together, we can maximize our collective right, carrie okay, carrie where’s the overlap, right? So if someone were following amigos presentation yesterday about thie ability to say yes and to be able to say no with intentionality, then i want a board member who feels comfortable saying no to me because then when they say yes to me, i know they really mean it because i know that they have the skill set to say my schedule is too busy to be doing that right now or it doesn’t fit into my why of why i’m involved with this organization specifically. Okay. Okay. Um, i saw you nodding. You wanted you wanted anything with beth that’s about this promise not to swear this time you can go back, tio? No, it was twenty sixteen. Or was it fund-raising day in new york city, so, like twenty, fourteen or something? My boys just cracked fourteen and the two thousand thirteen thirteen remember better than okay. Two thousand thirteen fund-raising day n y c and best drop the f bomb, but she promised not to do now because i have affiliate stations that are governed by the fcc way, we can’t use the seven, we can’t use the seven words that george carlin had a lot of fun with, okay, okay, in any case, the whole context or yeah, long term listeners will remember best dropping everything twice in the same, the same discussion that certainly new visitors can go to your archives. Thirteen was only on one time that year, you find cantor at twenty martignetti dot com get the twenty thirteen appearance from fund-raising day in new york city. Okay, with that contact. Well, there’s something you want to add to the discussion. So, yeah, i think the collaborative overload is made up of four, four things the four piece and they’re not bad words. I don’t get what you don’t sow planning, planning priorities, being president and then people. So our relationships, interaction with staff and how we work together, communicate and collaborate on projects can lead to burn out in stress and certainly having, you know, just for example, let’s say my phone’s here, right? Yeah. This is like techno fear in ce and a bunch of people are doing this at a staff meeting it’s getting in the way of getting things done. We’re not giving each other our full attention and intentionality. I even considered that maybe you have a word for this cycle of insulting, well talking techno fear with techno parents? Yeah, insulting technology. A little offended you? No, i’m not talking in a meeting and people were picking up their phones. I’d rather they walk out this way. I think they’re going to the bathroom and i’m not tracking their time, so they’re gone for fifteen minutes do-it-yourself trouble may i’d rather they leave and come back and do it while i’m talking. But here’s the thing and it’s a lot of what i talked about in terms of the week. We have to be intentional about the way we’re working together. So if there are work and we’re being explicit at a meeting, we’re not checking our phones during the meeting or a technology unless it’s supporting the technology or else it’s a device free meeting. Okay, all right, so waken new can help with policies. Ground rules were also are also trying. Teo set norms that have to do with acknowledging riel life happening. So for me, some having someone come into a staff meeting and say, i’m waiting to find out if my father’s okay in the hospital. So i’m going to be looking at my phone during the meaning of exception exactly, but sat having that norm set so that someone is sneaking away to look at their phone and distracted from the meeting, but to be able to share with the members of the team. This is why i’m distracted right now i’m doing the best i can than everybody else khun give that person support and make them more successful. I agree, and then the knot intentionality around it. Here’s the reason why? Okay, okay were rough about halfway through and we we’ve talked around way talked about this. Why this is important. I want to spend time on strategies. What is our listeners? They’re in small and midsize non-profits how can they apply this work to them? Or if they are an outsider? Or maybe even a virtual employees carry reitman might you’re you’re part of this. I told myself i also applied a virtual employees. Absolutely, absolutely. Yeah. I mean, i don’t want to drill down through yeah, yeah, and specifically, when it comes to technology wellness with external stakeholders, my rule is simplicity is that sometimes the complicated solutions like using, for example, slack for us to keep track of our conversations for a lot of people who don’t work in a corporation or in an office or in a non-profit they don’t know anything about that program, so coming up with a simpler solution and saying, oh, let’s, just use google chat or let’s, just use text messaging or something like that it’s a simpler solution for an external stakeholder than an internal stakeholder like the teams that that’s talking about where you can actually say, okay, everybody needs to get up to speed on this particular technology, but it’s really hard to do that when it’s someone who is a donor or a boardmember or an external consultant or someone who’s working off site, so you’d probably rather i didn’t say we’re willing it down for the lowest common denominator. I prefer not to use that phrase whenever possible, but i will i’ll stick with simplicity because that people keep it simple, silly, i won’t say stupid keep it simple, silly. Okay, good enough. Miko, how about cem cem, drill down tto strategies. Teo, you know, overcome this tech burnout. So the first thing i will say is that not every solution is a digital technology solution. And so starting with just taking time to really get clear about your intentions and as i was saying, establishing norms in terms of policies around how you actually meet and how technology is involved or not in those meetings and using the time at the beginning of the meeting just run through really quickly. Hey, guys, this is what we agreed to. No cellphone today. Is everyone okay with that and running through it that way? Don’t think i was out, and that would be the time to raise your hand and say my father’s in the hospital. I do. I’m doing the best i can. Okay. Okay, so but if you’re looking for a technology solution, there are a number of aps out there that are really cool that really help you too be clear about their intention and to help you not to spend as much time on your device is doing things that aren’t moving your mission. Or your wife forward. So i think a moment for example, moment is an app that you can download for the iphone and for android moment, yes, moments ok? And it simply keeps track of how often you’re actually using your phone and how often you’re actually using different aps. And so you can look at the data that you’re getting from this and actually haven’t awareness. Oh, i’m spending two hours a day on facebook. I’m spending three hours, you know, looking at instagram like us five hours out of my day. Maybe i could be spending that time doing something else so that simple awareness could be oh, really begins to instigate a shift in behavior. Okay, okay. Strategy strategy for the we the team one one one that’s real popular’s tohave an email charter which includes things like what is your policy around after hours emails which can cause a lot of stress. It’s not so much the amount of time it’s this sense that you’re on call all the time it’s just it’s just the just the existence of it. Right? So having a really formal policy about, you know, for normal business email, i mean emergencies and disaster relief and all that it’s an exception way. Don’t expect youto at reply to your email right away between seven p m and seven a m sometimes it takes, you know, making sure that the senior leadership understands this and is modeling that behaviour as well. Yes, i know it does not. If not c e o on down buy-in none of these strategies, they’re going to be our gonna be adopted, right? Exactly those exceptions ceo is allowed to look at her phone during the meetings. The whole thing crumbles, right? I mean, we got nothing to bases, all right? And that came up in our session as well. Someone asked that my ceo’s looking at the phone all the time and what i know there’s so many things i want to implement, but i can’t and i ask that person well, do you manage a team? She said, my senior management won’t listen to me and i said, you managed to team and i said, yeah, just your team listen to you well, most the time they said we’ll create that culture on your team exact change. You can change the way we roll yet. Okay, okay. That came out and came out on the previous conversation today to try to think about what the the context of that was. Oh, it was trying to get buy-in from above, actually way. Label them buy-in bitches. Bitches is okay. All right, all right, all right. It is ok. Carrie and laura, i think they’re very good team. They’re very good together that used to be at the humane society of us. And anyway, we dump them two buy-in bitches, but one of them said, if you can’t, you can’t make them get get the buy-in above. Then manage what you can on your on your team. So same same idea and then show it off to you know, when your boss sees how productive your name is being, they say what’s the secret why’s your morale so good, why is your productivity so good? And then you’re able to say, because we we managed expectations, we set norms and you’re actually you’re managing up and there was another, another instance that came up with in this case, it was a consultant, mike. My clients expect me to respond to them right away. How do i address? That expectation and it’s kind of well, you. If you reply, you set up the expectations. We know you break the norms. Yes. You know, when that you teach people how to treat you essentially you notice that the boundaries early? Yeah, yeah. Beth is right the first time if you respond immediately, that’s that’s the rule and that becomes, however, if you reply with or if you maybe make make a call instead of replying with email, you know, i don’t i don’t do after hours. I don’t do after eight p m e mails or whatever. I mean, i you know, i have my own life. You said the boundaries of the expectations early and i ninety nine people out of a hundred going to respect that, i think. And i read it it’s in my consulting contracts, actually, that i only do work between norvig snusz hours. Okay, well, you’re the mindful technique. You if your story miss up and get off that shot his mic off. Great, but but i saw kivi, larry miller speak recently if bloom khan and she was talking about the types of roles where we want to be responsive to our members in real time, and so having there be certain members of your staff who have a different work schedule where they’re in the office only twenty five hours a week and then they’re available evenings and weekends fifteen hours a week to be checking so that if someone posts and says, oh my gosh, what do i do about my dog there’s someone who can respond in real time and say, we can’t help you with that? Why don’t you try calling this emergency number but that they don’t have to work full time in the office if they’re going to be available during alternative hours? That’s something that they actually negotiate with their workplace and the expectations air managed and that it actually works really well? Kibby it was an example that give you gave, and i thought that was it great way of thinking of it when we do want to be able to be responsive during weird times, that’s also has implications across time zones yes, yeah, likewise world where the people on the west coast what’s the expectation and carrying your you know, maybe you’re a consultant to a virtual employees on the west coast. Are you? Are you expected to be up and working at six a? M or do you work the hours of your zone? There are policies that cuts both ways, right? But what are what is our policy? That’s when it gets back to the normal? No, we need to go with the norms are what the ground rules are. Yeah. What’s bloom con it’s a balloon khanna blew the bloomerang unconference they do a column around here? Yeah, yeah. Bloomerang does an educational conference, which i know a lot of other vendors do as well so that their their clients are actually getting a lot of information as well as using excellent products, you know, across the board. Okay, that j lo j love involving bloomerang, i guess founded bloomerang. Actually, i think he’s been on the show. A lot of good people now and even more good people. Like i said, i only i only surround myself with the best company. All right, you can place carrie. You still got a couple minutes left. Let’s. Go back to yumiko. You got another another strategy. Tip tool. Best practice? Yes. So you can take control when you come to digital vices like your tablets in your mobile devices, you can actually take control so the defaults might be set to push notifications to you. For example, every time you get an email every time someone likes a post on facebook, but you can actually adjust those setting so that you’re not getting pained every time. Is it really necessary to get a get a email every time somebody likes a post your comments on it? Is it really? That is a really essential? Is it essential? I don’t, i think not. Right? Well, israel, i imagine that could be circumstances where i might be the case. If you’re managing social media on behalf of her brand, maybe it does make sense if you’re monitoring comments, but as an individual, maybe not if it’s, especially if it’s getting in the way of you getting meaningful work. Okay. Okay. Excellent. So look at those defaults. Yes, because the platforms want you engaged. Exactly. Uh, that’s how they make their money? Yes, yes. Yeah. Linked in with the with the what is like that you can you can vote somebody with you. Give somebody a endorsement. Endorsement? Yes, with the endorsement. Oh. My god, it’s rampant? What do i mean? That first of all, they’re meaningless. It’s just an engagement hook. Yes, i think. All right, we don’t need to be notified. I’m obviously i’m sure you’re sharing my bias. Uh, sorry. Okay, but its host. No, no smiling. Now, you don’t think it is all right. Listeners are accustomed to this he’s rants. Okay, another strategy. Ground of something else we can do within the organization. Uh, what? What could we do? Root. Nice reflection. Okay, right out. How are your liberation? Okay, so, uh, because the stress and burnout is what i call fired-up leadership, our fire drill culture, which is basically oh, my god. The grants to tomorrow. All hands in the conference room let’s, get this done and and kind of if there are fired rell’s, you know which happened? It’s having the discipline toe push the pause button and figure out, is there a bigger systems issue or something we can address toe? So we don’t have this fire drill next time. Yeah. Weekly fire drills latto program. No, no one. And it pulls people off their work. It creates a lot of stress. And if the leader has that fire drill, leadership, culture, it’s, the shrill voice. It just causes a lot of stress. Yeah, and that’s, not productive, it’s giving me. I got a chill. I mean, i got a i got a physiological reaction, just as you were, and i didn’t even do it. And full fire drill voice. She didn’t run around or anything. I think it is all my fault. Okay, excellent. Zoho what about you said you call that routinized reflection? Yes. Ok. Ok. What about what about in the organization? Dahna dahna i don’t know. A collective time together. Devoted collective time. That’s not devoted to work. Well, i was kind of other reflection or something. Well, well, two things too quick. Tips. Okay, so so there’s the five wise, which is an exercise. When the fire drill happens, sit down with the team, do a twenty minute brainstorm. Why did this happen? Oh, because we didn’t have the grant on the calendar. So why did that happen? Oh, well, we don’t have a grantspace started before you drilling down, asking why? Why? Why? Why so that’s a really good practice? We actually find out the root cause we’re right through all the symptoms, right? If your record and try to fix it, thie other one is because we have bad time management tools were not using time management tools or headline management, right? Well, saliva flying there that’s mine. You know, sex on that time i was on the table didn’t hurt anybody. Okay? And the other thing is having look ahead. Rituals and ah, latto non-profits do this many don’t just like looking at you probably do this because you’re scheduling what’s coming up the next quarter, the next month, one organization that i know they have stopped days and stop days are they don’t have any internal meetings that one day a month, it’s actually a development team, and they work on getting that deep thinking done the creative planning, finishing up the proposal they didn’t right so it’s not filled with all the meetings and deadlines and stress. Carrie, i’m gonna give you the last shot. Unbelievably, this is we’re almost done last last tool tip strategy tech. I mean, idea what what you got both of my tools would be empathy and empathy. It would be self empathy. It would be taking a moment and assessing yourself and looking at all the expectations you have for yourself and others have for yourself and then empathizing and really thinking about what you’re actually going through. And then every other stakeholder you work with just walking a mile in their shoes and just imagining what’s challenging them. And how can you make it easier for them as well? The empathetic, empathetic also. Thankyou. All three. Very much. This one flew. Flew. Sometimes i gotta pull teeth. This one. Not like that. Okay, they are beth cancer, master trainer, speaker, author, blogger carry rice principal carry race consulting mika whitlock, founder and ceo mindful techie. And you are with non-profit radio coverage of eighteen ntc 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. Need to take a break, wagner. Cps before they go beyond the numbers, they cover the essentials for you. Nine ninety and your audit. Check them out at wagner cps dot com. You get to know them in one dimension on the screen. Then go three d real life. Pick up the phone. Talk to the partner. You huge tomb. Or of course, you can use the contact page on the site. If you prefer. I like to talk to people. I like to get on the phone with you. Very nice guy. Not going to let you down. Wittner, cpas, dot com they will take care of you and your auditing. The end accounting needs. Jean takagi is coming up now. It’s, time for tony’s. Take two. I hit this last week, the ninety six year old secretary um i didn’t know who writes this crap. I didn’t hit the ninety six year old secretary she’s already dead. But i did mention this last week and i should write this. I need an intern to blame. She this woman gave eight million dollars to two non-profits in her will had very unassuming lifestyle all of our old life. Nobody knew that she was anywhere near ah millionaire, you know, able to give away eight million dollars in her will. Ah, my takeaway from this is in the video, the little teases i want you to show gratitude toe all your donors. She was not a donor, but she could have been. And she if she had been, she would have been very modest. So that’s sort of a tease. Take a look at the video at twenty martignetti dot com leinheiser love we got we got we got tons where’s it going to it’s going tio let’s start with cambodia and ottawa, canada you’ve been with us a few times. Ottawa welcome back. Germany, gooden tog gergen, india i’m sorry. I can’t i don’t know. How to say hello in indian but the live listener love goes to you brooklyn, new york that is not foreign att least not in my in my book, maybe from people in queens. It is taipei, taiwan ni hao where’s our china. No one in no one checking in from china today. Um, bring it back to the u s, tampa, florida, brooklyn, new york, multiple new york, new york get the to get the two borrows know staten island, queens bronx not checking in today. San francisco, california is with us washington, d c and new bern, new bern, north carolina. The live love goes toe all each and every live listener and the podcast pleasantries that the vast majority of our audience over twelve thousand listeners each week the podcast pleasantries to you. Whatever. However you fit it into your schedule, you binge listen. Six hours on a time on on sundays, pleasantries to the podcast listeners and the affiliate affections to our am and fm station listeners throughout the country. I’m grateful that your station carries us in your schedule and i’m grateful that you are listening. Analog analog will never die. I don’t care what anybody says analog is not going to die am and fm listeners affections to you now it’s. Time for fringe benefits trigger you b i t i i i can hear his heart beating it’s racing. He knows he’s coming in and he’s jean takagi he is managing attorney of neo the non-profit and exempt organizations law group in san francisco. Of course he’s, our legal contributor he edits the non-profit the popular non-profit law blogged dot com you should you should be bookmarking that are subscribing to that non-profit law block dot com he’s the american bar association’s twenty sixteen outstanding non-profit lawyer he’s at g tak welcome back, team takagi. Thank you, tony, how are you? Hey, you’re coming in booming. I love it. I’m doing very well. Thank you. Thank you, it’s. Good to talk to you, it’s. Been it’s been some time? I think it’s it feels like it’s been too long. I don’t know what has been but it feels like it. Welcome back. Thank you so much. Great to be back, tony. Thank you. So we’re talking about ah, cem cem tax law changes one specifically regarding is narrow category of fringe benefits and you be i tv. Ah, unrelated business income tax. We haven’t even talked about this for quite some time years. So remind us what unrelated business income tax is. Please? Sure. I mean it’s a great starting point. Because, um, a lot of folks have never had to deal with it before. And i are going all of a sudden have to have to have to deal with it now. But generally speaking, the unrelated business tax is on income tax that’s imposed on unrelated business trade income, which is income from a trader business that’s regularly carried on. So basically, with the same frequency and continuity is for-profit would do it. And that’s not substantially related to the organization’s advancement of its own charitable or other five a onesie three purpose unrelated business taxable income. That’s what? What? The income tax is going to hit now that people call it. You bit right, cubine? Yeah. Cubine for unrelated business tax. The acronym? Yeah. I’m wondering why it’s not a bit. Because it’s it’s unrelated to not eun it’s, not eun related. So i was. As i was thinking about this, i may adopt a bit you can stick with. You but if you want to be a dinosaur but the trend is moving now because one data point creates trend. It’s now moving toward a bit. Okay, so, quite roll off the tongue is nicely, but it really doesn’t. I think it’s coming is better because it’s unrelated itt’s a it’s, a sin tactically, grammatically, you know. Ah, naturalistic. All right, um all right. So, wait. So we have taxes on we have in minor ways or in, in narrow ways has put it that way in narrow ways on tax exempt organizations because the irs says that they’re primarily tax exempt, right? That what’s up. Yeah, well, i think what they are, they’re tax exempt on income from donations and on income from related activities that those air activities that substantially contribute to advancement of their their charitable purposes, and we never look at how their profits are deployed. So if, for example, a social services organization runs the coffee shop that had nothing to do with job training or anything like that, it was just ah, they bought a franchise coffee shop and they were making money. But using all the profits to go back into the social service stuff. That’s still unrelated, so any earnings coming out of that business would be taxable. Okay, um, and this gets to the three pronged test you mentioned it’s, trader business regularly carried on and, uh, not substantially related to the organization’s exempt purpose. That’s. Right. Ok, ok, we may. We may come back to these because i want to i want to get to the crux of this thing, and then i wanted tear it apart a little bit. I have a lot questions about why, why we’re getting, why, why this is being imposed on us. It doesn’t seem to fit, so you’re going to help you, khun, help all of us out. Hopefully, other people are questioning this, too. Although it’s, too late, it’s not like this is a proposal, i mean, it’s, it’s. A done deal. You have to deal with this thing so so if you have a bit liability, then you have to calculate how much tax you owe to the irs each year. Is that right? That’s? Right? So you’re gonna have to pay now, it’s a flat rate of twenty one percent attack on your puppet and you have to file. Thank you, john. Thank you for that thousand dollars arm or of of the unrelated business taxable income you’re going to have to file form nine, ninety with the irs, so that goes along with your regular form nine ninety siri’s filing, and this is important because this is going to hit churches as well that otherwise don’t have to file nine nineties, but if they’ve got unrelated business taxable income of a thousand dollars or more now they’ve got a file in nine ninety and paid twenty one percent tax on it. Oh, very yes, very interested, right. Churches are exempt from the nine ninety requirement, but now they’re going to file this nine ninety t assume t is for tony handup pick up. Okay? Yes. Interesting churches were swept into the nine. Ninety requirement under this. All right, what? They’ve always say if they if they had over a thousand dollars about unrelated. They always had to file this. But we’re creating new sources of this. We’re gonna have a lot more organizations and that’s. Why it’s important for churches to be aware of it now as well. Interesting. Yes. All right. Let’s, let’s. Get to the crux of it. What is the new source? What are the new sources that we are here talking about today? New sources of of it. So this all stems from what’s known as the tax cuts and jobs act on dh that’s basically congress’s new tax act. So i think most of us and we on an earlier show we talked about the tax reform act that hit and started to apply as of january first of this year two thousand eighteen. So under this tack fact there’s several provisions that affected non-profit on tax exempt organizations and one of these had to do their several that applied to to the labbate unrelated business income tax. But one particular thank you. Thank you very much. When in particular that’s. Quite distressing. Is that now a qualified transportation fringe benefits that’s provided by an employer to an employee is going to be taxable so it’s not any income that the non-profit is receiving it’s, actually, for most of them, an expense that they’re paying for a fringe benefit for their employees. Um and all of a sudden now they didn’t have to last year, but starting this year, they have to pay tax on giving a qualified transportation prince benefit to an employee. Okay, now it sounds like you’re you’re ah, you’re consistent with my thinking because you just drive. It is distressing, and i didn’t see how it was income because typically pre-tax income, but all right, so let’s, let’s define what is a i guess the acronym is q t fbi? What is a qualified but i’ve drug in jail, so, you know, i’m not could put myself in jargon jail. What is a qualified transportation fringe benefit now that is going to trigger a bit under the tax law, so it would include things like any employer provided shuttles to work transit passes that that you might give teo your employees so that they can take the metro or whatever hyre transit that that they have to get, get to work and workplace parking. Zaf employers air providing any of these things to their employees? Not that they’re getting any income from it, but the expenses that they pay out. You’re gonna actually have to pay an additional tax on that now. Yeah, i can’t believe this. Well, it’s dis incentivizing mass transit because they’re going to get tax, the organization that gives you money toward your transit pass or pay, but gives you the transit pass directly. Uh, this is like it’s, like the global warming and climate change enhancement act. Dis incentivizing that’s a lot of levels. I can’t believe the dis incentivizing mass transit usage by taxing the benefit. Ah non-profit employer giving it to employees it’s ludicrous. So i’ll give you a little bit of their ration. Now, if you call this a restless since jean so calm of the calming voice as i’m ranting. All right, go ahead. Yes. Give us the rational please. They’ve taken this away as a deduction from for-profit sa’s. Well, so before a for-profit employer that provided thes qualified transportation bridge benefits, upleaf shuttles and transit classes, workplace parking could deduct it. Yeah, before they pay income taxes on their net income, that kind of made sense, right? You know, it’s an expense to run your business and you’re trying to do do a good thing. Yeah, trying to attract attract labour that may come from a distance, so you’re helping them pay for or offset the cost of their commute? Yep. Then durand non-profits for-profit do not get teo. They lost that deduction. They lost that as of this year. So that’s part of the text you no cuts in jobs act so that that’s one area of new revenue for the government is despite the tax cuts. This is one area new revenue that businesses can’t deduct this and non-profits have to be taxed on it. So it’s kind of ridiculous, but this sweeps end a ton of charities, small charities included and churches that have no unrelated businesses they’ve never had to understand. You bet or a bit because i’ve never had any unresolved business better elearning income so that they would never file the nine, ninety they would never worry about paying this type of income tax, and all of a sudden they’re not making any more income, but they have been providing parting to their employees. Yeah, park and now i’m in transit. If they don’t file the night nineteen, they don’t pay the tax and they could get it, you know, with interest and penalties as well. What’s the rationale for equalizing corporate and non the corporate and nonprofit sectors. Why? Just because one loses a deduction, which also is a disincentive, teo mass transit and commuting it’s equally. But, you know, removing that deduction for for the corporate community is unequal disincentive tio teo taxing it on the non-profits but where’s, the what’s, the reason for having two equivalent make these two equivalent way if we remove the deduction for corporations and we have to, we have to tax it on the on the non-profit sides like they’re competing. What? What? What? What’s the rationale for trying teo equalize thes yeah, it’s a good question, tony, and i don’t know that i have a policy answer just no that’s, basically, that their explanation is to put everybody on the same playing field. But this doesn’t make sense. Non-profits inc organizations, because they’re doing public good, that businesses aren’t required to do so. I don’t get it either. All right, thank you. Let’s. Take a break, gene. Tell us moughniyah lll have a talisman eal ly elementary school is receiving a monthly donation from tello’s for the credit card processing of a company one of our parents owns likely the easiest donation source we have ever secured. End quote, monthly passive revenue that’s what? Tell us we’ll get you the easiest donation source ever think of people who are close to your organization? Who owned businesses who would be willing to switch their credit card processing. That’s what it’s all about. You get passive revenue indefinitely. Start with the video at tony dot m a slash tony. Tell us now, let’s. Go back to fringe benefits that trigger labbate with jeanty jeanty. That could be like you could be a deejay. Or so our rapid jeanty. You like it? Jean d’you did a rap for us once. Didn’t you think you write a rap ones? I’ve written a few you well, i only labbate really perform. Yeah, you did one. You have many. But you performed one on the show like jean t gene t the gene gene t the law machine. Remember, jean, you could be ging t the legal of machine. Remember rum? What was that with chuck barris? Oh. Gosh! Oh, gosh. Oh, don’t got anything geever gene, gene, the dancing machine. Oh, yeah, i remember him. You’re going to be your gene gene the law machine. Gene gene, the law machine gt. All right, jean jean don’t think i’m going to forget this either. Gene gene, the la mission. All right, gene t i love it. Um, okay, so you’re you’re is as dismayed as as i am i i just i cannot see them. Well, i’ve ranted i can’t see the rationale for the equivalent ing equalizing the corporate and nonprofit sector dis incentivizing mass transit. All right. And then so let’s go through. I mean, how does this work in the in the three pronged test? Trader a. You bit a bit of it. I made a mistake. Labbate is has been, um um created when it’s something that’s ah non-profits carrying on a trader business that’s regularly carried on and not substantial related to the organization’s exempt purpose. I mean that this is not even doing this for-profit it. So, it’s not it’s a trader of business. This is not a profit. This is a fringe benefit, employees. How does this fit? And there’s no. Income generated either so it doesn’t fit. They just threw it in because there’s a system of taxing non-profit that has nothing to do with prince benefits, but they found a way to teo just stick it in, and it doesn’t fit your right so that part of the problem, although in one aspect what you said was true, you know, this is the law now, there’s, not much we can do about it, but in another part we can actually do something about it. So while the basic laws are there, there’s just a lot of open questions and a lot of misunderstandings and ambiguities and no way to understand exactly where it applies and where it doesn’t apply in certain circumstances and a whole bunch of organizations, including the national council non-profits the american institute of e p, a american society of association executives are calling on the treasury department, the irs to say, hey, don’t implement these, you know, laws yet because we have no clear guidance and we don’t have a way to tax plan for this because we don’t understand where it applies and where it doesn’t apply, and you’re saying it already takes effect. As of two thousand eighteen, the laws were rushed through without understanding. There are no regulations yet, so treasury hasn’t built regulations yet, right? So how do they enforce something where nobody understands exactly what it means? Our eddie, these organizations challenging the existence of this prevision or they’re just asking questions about it. Do you know? Well, they’re asking for a delay and implementation until there are regulations that are promulgated and regulations require comments. And so it takes a while to get done. But there are so many open questions, i don’t know that they can change the law in and of itself on left congress to become the law, but the regulations that are underneath it and we can discuss some of the open questions that are out there, they’re asking people to comment to the irs directly. And you, khun, you know, if you googled irs comment and tax forms ah, and you put the form nine ninety it’s it’s on ly basically email form nine ninety and say delay. You know, uh, imposing any liability on us until you tell us exactly what the rules are you all right? Now we will get to some. Of the questions i do want to make it clear that we’re not talking about employee’s losing the income exclusion for these benefits, right? That that remains intact. That’s that’s, right? So employees that get these fringe benefits don’t have to pay tax on it. So it’s pre-tax you’re not losing your pre-tax benefits up to two hundred sixty bucks a month for commuting and two sixty month for parking. That’s not right, that’s not employers that are paying for it are now being advised by some of their accountants. It doesn’t fit into their budget additional tax cut that benefits. Yeah, because the tax rate is twenty one percent, right? Correct. So twenty percent of two, sixty is fifty two. So this is costing if you’re giving your if e-giving the max for either commuting or parking, of course will be one hundred for if you’re doing a max for unemployed e you know, this could be roughly fifty bucks to one hundred bucks per employee in tax. Well, it will be over a year, you know, five hundred twenty bucks expand on this. All right? I was just doing it by the month. Oh, yeah, right. Yeah, exactly. One hundred sixty bucks per person? Yeah. Additional tax on the non-profit. So if you have ten employees that you’re doing it for that over five thousand on dh that’s, a modest size non-profit right? All right, um okay, so you have to. So what? What’s what’s your guidance before we get to the questions? What do you recommend? Non-profits do gene be the voice of reason while i’m ranting, please? Well, first you got to understand how many employees you’re actually providing these fringe benefits to and do do you think that they are covered by the tack? So there are these open questions that that we haven’t started to talk about yet, but open questions. So if you’re providing parking transit passes or shuttle bus service is tio any of your employees consider how much tax you may have to pay on it, then you’re gonna have to figure it out in your budget. Can you continue to provide all of these fringe benefits and pay the tax, or do you actually have to do something else? And one of the other things he might do is take away the fringe benefits and just pay employees the income. For them to do with themselves now, that’s not a very attractive option toe a lot of employees. So it’s more than just the money you’re gonna have to think about in doing this. But those discussions have to be had now and comment to the irs and say we can’t we don’t even know how to plan for this until you tell us what the rules no. Yeah, because giving them giving it to the employees of straight income obviously raises their income tax liability. Exactly. All right? Okay. Any any, any more guidance how to proceed or that that exhausted? But i think that’s all the guidance i can give now, but the one area that we’re really uncertain about it, the whole parking area, okay? What’s going to pass the question and stuff on shuttle buses, which not too many small non-profits would do it’s pretty clear, but parking is like it’s just so full of opening that we don’t know what that means. Like suppose you suppose you offer parking too. Ah, guests of your office, you have a parking lot next to your building. My boys just cracked like i’m a fourteen year old building. On dure employees use that, too. What? What? What does that mean? Yeah, that that’s. One of the questions that we have is if the parking is available for anybody for free, then presumably allowing your employees to use it to shouldn’t count. But what if there are a limited number of spaces? So so we know that really, the general public is not using those bases. Or what if the spaces say employee parking only. So those are some of the questions that we have about parking. And what if you know what if the building is is owned by the employers? That doesn’t cost them anything to provide the parking. How do you figure out what the cost is? And how much do you pay tax on it? A lot. A lot of open questions. Okay. Uh, yeah. Um all right. So should we suppose were in that situation. Suppose we do. We we have a parking lot. We owned the building and the lot. Um, we should be talking to our tax adviser. Yeah, but times are tax adviser, and you ask for help again. Delay implementation of the rules. The irs should tell us in treasury. Department should tell us exactly when it applies and when it doesn’t apply, and right now they’re not saying anything because they happened figured it out yet either. So ah, and one more area i wanted to touch on sometimes it the charity isn’t really even providing the benefit themselves because it’s subject to this salary reduction, so basically the employees saying reduce my salary by two hundred bucks and, uh uh, you know, because i want to use that for parking is a pre-tax benefit, so the charity isn’t even paying for it, but the irs seems to have told us at least unofficial coyness when when officials, you know, told attendees at a big conference a couple months ago that the irs would impose you bit on these payments. Employers are made, you know, it’s coming from the boys themselves, it’s over jean okay, committed to this and and what aren’t there some some towns that require ah pra vision of transit benefits? And so aren’t there circumstances where employers might be doing it? Because it’s required by law? Yeah, and that’s so it’s not really a fringe benefit? Is it it’s a required benefit that you have? To give in new york city, washington, d c san francisco shot out. I’ll tell those cities and then the non-profits there you you’ve got some issues. Those are places that require require the benefit is a pre-tax salary reduction. Oh, come on. I mean that. Well, yes, clearly this has not been thought through, but that has to be an exception. That’s that’s not a fringe benefit. That’s ah that’s following the law that’s a legal requirement wrecks that are going to make that clear. But right now, we’ve just got the word of one official that says yes, they’re going to oppose you bit on it. And so that’s the best guidance we have right now. But we have no official guidance labbate gene of it. Um, did we know this was in the in the tax law? I know the thing was enormous. Nobody in congress read it. That was notorious. It was too big to read. It was rushed through. Didn’t have those the hearings that air routine and major tax revisions. Do we know this was buried in there? We well, only those who are paying a lot of attention. I knew it was in there. But it wasn’t the biggest problem that charity, you know, we’re facing. There are other issues with bill, so this particular provisions didn’t get a lot of attention until more recently. Ok, i see. Yeah, there were. There were concerns about. Taxes on large endowments, which we did get on the very high end right there. Remember, there was discussion about whether churches would be exempt from the the politicking. That’s, not the right word, what’s. The help me actually election nearing election, hearing that that still is a big concern for a lot of people that it’s been put into another bill again that that the irs can’t enforce against five twenty three’s, not just churches, engaging an election year. Oh, that’s in a bill that’s in the bill now it’s in the bill. Next. Oh, so and they’re certain factions of congress that continue to slip it into all sorts of bills because there’s a very strong republican platform buy-in that that is to really destroy, and i think that was president trump’s words destroy the johnson amendment, which is the part of five a onesie three that says five, twenty three can’t engage in election hearings, can’t, you know, become partisan political actors? Yeah, right, the johnson amendment yes, we’ve heard a lot about that. All right? Um, we got like, we’ve got to wrap it up so jean, i don’t know if the next time i talk to you will be ah, we’ll be the four hundredth show on july twenty seventh. Maybe we’ll get you in june. We’ll try. I’m not sure, but thank you very much for today and i look forward to talking again. That’s so do i, tony. Very excited. Teo, join you on the four hundred show as well. Cool. Congratulations, creek. Preliminary. Congrats. Thank you again. He’s at g tak e ta ke subscribed to this thing for pete’s sake. Non-profit law block. Dot com read it subscribed to it next week. Henry tim’s with his new book, new power. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com were supported by pursuant online tools for small and midsize non-profits data driven and technology enabled. Tony dahna slash pursuant radio weather. Cps, guiding you beyond the numbers. Wagner, cps, dot com and tell us. Credit card in payment processing, your passive revenue stream. Tony dot mm slash tony tell us. A creative producer is claire meyerhoff. Sam liebowitz is the line producer, shows social media is by susan chavez, and this music is by scott stein with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be glory. You’re listening to the talking alternative network e-giving geever e-giving hello, this is bruce chamois, coast of the web design and technology coach. 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