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Nonprofit Radio for March 2, 2018: Your Messaging Campaigns & Are You Cheating At Social?

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My Guests:

Michael Sabat: Your Messaging Campaigns

We’re on our phones all day. Messaging is there, too, in multiple forms. How do you exploit messaging as a marketing channel? Michael Sabat with @mssg shows you the way.

 

 

 

Amy Sample Ward: Are You Cheating At Social?

Amy Sample Ward

Buying likes. Buying followers. Buying emails. Buying ads. Buying content. Are those cheating in the social networks? Do the cheaters win? Our social media contributor and the CEO of NTEN shepherds you. She’s Amy Sample Ward.

 

 


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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 grow a blepharoplasty aroma if i opened my eyes to see that you missed today’s show your messaging campaigns. We’re on our phones all day messaging is there, too, in multiple forms how do you exploit messaging as a marketing channel? Michael sabat with that message shows you the way are you cheating at social buy-in likes buying followers buy-in emails, buying ads buy-in content are those cheating in the social networks to the cheaters? Win our social media contributor and the ceo of inten shepherds you she’s amy sample ward tony steak too. You got us out of sixty nine, responsive by pursuant full service fund-raising data driven and technology enabled tony dahna slash pursuing to radio by wagner cpas guiding you beyond the numbers with your cps dot com and tell us turning credit card processing into your passive revenue stream. Tony dahna may slash tony tell us i’m very glad to welcome michael sabat to the show. He has worked in the messaging space for a decade, he started working with sms campaigns in two thousand eight at mobile commons, he was there first account manager and helped hundreds of organizations launch thousands of sms campaigns. Recently, he started at message, a platform that helps digital directors and digital marketers use facebook messenger for marketing and communications outcomes. He hosts a podcast called the chat bubble about messaging he’s at message at msg and that at message dot com, you’ll find his podcast at the chat bubble dot com he’s michael sabat welcome to the show, michael. Hey, tony, thanks for having me. My pleasure. Um let’s. See, first i got i got, uh i didn’t think to admonish. And i got to mention having your company name start with the at sign it’s a little it’s. A little tough. When when i’m introducing you, you’re at message at ssg and at at message dot com. You comfortable people get that? Okay, totally tricky. But everybody asked me to repeat it. And so it really sinks into there wherever you store memories in your brain. Yeah. So at symbol msg is our logo and that’s the name of the company and the domain is a t m s. G so really tricky for domains really tricky for twitter, but it’s been working so far, okay? I mean, you know, you went into this consciously. I know that i i, um okay, i i didn’t let’s move on. Okay? Everybody knows that the only other thing humane is at mrs dot. Com that’s. Important? Yeah. Good. Yeah. The big push for our company is yeah, we’re sort of moving beyond web pages. Right? And so i’m sort of okay if the girls are a little tricky because we’re saying messaging is the new space no longer the page, but but we’ll get into that. Uh, well, let’s, get to that right now. Okay. Were you, uh, you’re a futurist. We’re moving beyond websites. I’m absolutely a futurist. Okay? Yeah. You know, i major push the major thesis behind at message. Is that the web page which is made up of access times? Why? Right space it’s a page like a piece of paper. What the web has been for the last twenty five years. But as we move everybody being on their phone, you lose that x times. Why? So we go from these incredible twenty seven inch max. Where they’re designing web pages and landscape views. And when people are viewing those, they’re viewing it on a four point nine or a five point five inch phone. And so you actually lose the essence of what is a page, and we are literally squeezing pages onto the phone, okay? Yeah, yeah. Okay, so i’m happy to start here, so but what about, you know, when pages that are now ubiquitous mobile optimized? Aren’t we getting the best? I guess you would say we get the best we can, but it’s not mobile native, is that it? Yeah. I mean, i was joking somebody yesterday and i said that the mobile optimized web page is the horseless carriage of our century. Meaning yes, you can, like squeeze it and you can’t force it by mobile optimized courses than any digital marketer out there will tell you that there mobile page that they’ve made responsive and mobile optimized one hundred times is still converting visitors at one third toe one half a cz well as the desktop version of that same exact page and that’s the high end. So it is just harder to convert somebody whether it’s an e mail acquisition a petition for a donation on a mobile web page. Interesting. Okay, i did introduce us a futurist. I’m glad. You know, i’m glad you self identify as a futurist because i didn’t i didn’t include that. Um okay, let’s. All right. We’re going to come back to this, then. Let’s, let’s, start with fresh out this little x y what do you mean, the x y space? Yeah, just like a graph. Right? When you look at a tv or a computer screen, you are looking at two dimensional space, right? Access times. Why access? And that gives you the size of the page, the number of pixels. And so when your pages, you’re building it for basically probably a math book, laptop, right, and those dimensions. And so you have these nice landscape pictures in all of this is in vogue, right? If you look at a modern website, you have the hero image and you know, you’re scrolling and it’s beautiful as you’re scrolling, you don’t do any of that stuff on the phone like the action’s on the phone is a different type of squirrel, right? It’s happening with your finger on and swiping. And messaging are the key actions on the phone and but specifically back to the space you have, you know, however, many pixels on the laptop and that’s where you’re designing pages for and then you have many, many less pixels on the phone, you just lose the page you literally, like, lose seventy percent of what you’ve built, and you have to squeeze it into the phone. And so of course, it’s not going to perform is well when you’re losing seventy percent of what you built, literally the coordinates, the extends life space and your belief is that supplanting that is the is mobile phone native messaging. Yeah, exactly. You know, i think that the the channels that have worked in the desktop era which we are leaving and going into the mobile era, right, the new device, the new mobile devices primary for personal, not necessarily forward, but for personal you’re using your phone for more things now and yes, of the channels that worked in the desktop era. Specifically, email and pages do not work as well in the mobile era and their staff out the right people behave differently when they open your email on their phone and it’s. Not better than when they open your email on their desktop. People behave differently when they arrive at your website on their phone and it’s worse than when they arrived in the best up. And so, as we move forward, not only would like more phones, but whatever comes next in virtual reality or wherever that new device news space is. Paige is an email i think are going to move into the background on messaging will be the channel that becomes more primary. A cz we move mohr mobile and whatever comes next. Okay, that is perfect. We have take our first break. That’s. A perfect sort of tease, tio. What will pick up messaging becoming? Ah, primary channel. I gotta take this break. Michael, pursuing their newest paper is demystifying the donor journey. Here is a romp through the table of contents. Where you taking your donor’s? Three common stewardship stumbling blocks consider the ideal donor experience. Immersive digital experiences making the donor experience a top priority. Next steps. You get this paper, you know, pursuant their data, rich and it’s going to be based on their research, helping you in your stewardship, it’s. Demystifying the donor journey it’s at tony dot m a slash pursuant radio. Now, let’s, go back to michael and your message in campaigns. Okay, sort of consistent let’s pick up where we were. Messaging is going to become the primary channel, is it? Is it already sort of that’s? Another interesting angle on this similar topic is it is already your primary channel. Yeah, personal communication, because we’re on our fund-raising gle day. Yeah, i mean, look, if when i need to tell my wife something or my parents or my friends, i don’t send them an e mail, and i usually don’t call although that’s also on the phone, but messaging is the way you do that, and so we see this, like, break where when you’re at work, you’re on your computer, you’re doing emails, you’re writing email, blast and all of that. When you’re doing something personal, you’re doing it via messaging and or on your phone, and so when you start to take this to howl, non-profit should be thinking about this four people let’s say, for an animal, you know, writes animal welfare non-profit sure, like when people become a supporter of this organization. It’s your work if you work at the non-profit to get people to be supporters and email makes sense. But do you want the people supporting the organization, or do people that support the organization do it because it’s personal to them and the answer is yes, right? Like people donate people get involved, people volunteer people share because they personally care about whatever issue the non-profits focused on and so it’s just a line’s better if you are now talking to something, talking to people on their personal channel when it’s an issue that’s personal to them, okay, i don’t think non-profits are are thinking this way using messaging assed communication channel as a campaign channel. For the most part, i mean, i know you do it, you do a lot of campaigns. I’m not saying it’s nowhere, but, um, we’re trying to shift some thinking here. Um, what how do you how do you characterize messaging the campaign? What are the elements of it that that make it our next primary channel? Yeah, so so kind of the nuts and bolts are that it is ubiquitous, so their arm or monthly active users off the top for messaging app. Then there are monthly active users of the email in the world. Okay, what are the top floor? I don’t know. Hold on. Name the name the top for messaging aps a man putting me on the spot facebook messenger, whatsapp we chat and probably line or kick. Okay, i guess maybe i message although i don’t think they’re coming i message in that stat that’s another okay, okay. I’m not, you know your stuff. I’ll tap your head. You know your way. Gotta shift. We got shit thinking. Okay, so more you call them monthly active users. This is how you’re measuring this is your measure. Well, these air just saying, like, look, the channel is here it’s not, you know, if you were starting your email list in two thousand, you would look at the numbers and you would say, like, you know, there’s many less people emailing than are answering their phone or that are receiving mail. But we’re already at a place where messaging is extremely ubiquitous, the people have arrived on this channel already? Yeah, so yes, it’s new but we don’t have to wait for everybody to show up. We just have to find the right use cases. Okay, now i made you diverge, but we’ll get back to it. So you were you were comparing the, uh the the monthly active users among the four top messaging apse with other communications channel. So please go ahead. Yeah, so? So messaging is kind of the biggest sort of like communication channel out there. It’s also the newest, with the other channels being things like email and phone calls and direct mail. But, you know, talking about the nuts and bolts of the channel messaging messages generally get to people very quickly. We can tell with facebook messenger at least, you know, if people open if people read their messages and the defining characteristic of messaging is that people will respond to it like, literally respond to it and that’s new, indifferent, because when an organization sends out an email, people might clear khun taken action on a web forum. But no one ever responds to an email blast like that. It just doesn’t even make sense, so with this defining characteristic of people opening the messages, people reading them quickly quickly and responding that opens messaging up to address used cases, his existing use cases in a different way for organization. I see this in my personal experience, which is why i wanted to bring this tio our listeners, you know, you’re right. My friends send me more text messages now than they did a year ago. Is it used to be maurey male, based across friends, arranging dinners, whatever on dh. Now there’s more text messages and you respond quickly to a text, then you due to an e mail, which makes me think, is there going to be another? I’m not i don’t want to kill your killers, but what is gonna be another more mohr? Um, hyre hyre responsive radio channel? Yeah, it’s gonna be another one after texting? Oh, absolutely right for sure. We’ve had mail now. Direct mail for a few thousand years. Maybe we have a phone call since harada two years. We’ve had email now for twenty five years and we’ve had messaging for, you know, about ten years that will absolutely because of something coming next, but i think that will kind of push maybe direct mail out, not messaging. Okay, okay. Um, yeah, this is all of this is all very eventually. All right. So if we wanted, if we’re in a small midsize non-profit now, let’s, bring it down to getting more practical. What? What purposes might we in engaged? Messaging teo accomplish for us? What goals? Yeah, so? So, first off, there are a few different messaging channels, the two available to non-profits right now, our sms and then facebook messenger. And they’re slightly different, but similar. Okay, sametz we got a defined term because i’ll put you in jog in jail if you don’t sms that’s. Just simple that’s, right, shorts? There was a safe. A short message, something short messaging service. Thank you. Okay, so, that’s, just your right. That’s your day to day text message. Okay, sms. Remember, be careful. Jog in jail. But it had to slap you in there. Okay, go ahead. Cool. I didn’t. I thought that got out of the jargon jail last year, but i got it. I got to check the calendar again. Eso text messaging. And then, you know, the other channel messaging channel available to non-profits or or anybody to build upon his facebook messenger. And so that is a messaging app that can go on any phone and instead of the technical terms are not relevant. But instead of it going through the carrier, it goes over the internet, okay? And so facebook now, anybody that has facebook messenger on their phone, you can essentially send them a text message, you know, phone to phone over the internet. Okay? And what? White folk, eh? So those those air to most popular tools available to non-profit what might we use this for? What? What? What kind of campaign might we create? Go ahead, get number one use case is acquisition new donors getting new donors, getting new or volunteers or maybe not volunteermatch not donors, but llewelyn, new constituents. Okay. And data. What kind of what kind of data could we hit? What kind of data can we collect through this? Any data the person responds to, similar to a web form, so you can ask the user to respond with their email address or their phone number. You know, if you’re not using sms or their address or any data you want to collect that person will respond to and the response rates over messaging are incredibly high generally like this is a big range, but generally from anywhere between forty percent and eighty percent of the people that start a conversation you asked them for their email will respond with that email address. Okay, um right, who would you be? Okay, so if this is an acquisition campaign, how would you acquire the i don’t know what you need for facebook messages are user i ds or text for sms durney phone numbers. How would you how would you acquire the people toe to send your messaging, too? Yes. So people are always going to message in first, just like people will go to a girl for first before you can ask them for their email in a web form. People are always going to message in first, and this is key distinction between sms and facebook messenger with sms. It works really well to incorporate into media. So aura on event so you stand up on stage and you say, take out your phone and for example, donate to the red cross text haiti to nine o nine, nine, nine and you connect from media from ah, like real world call to action anywhere you could say. Take out your phone type in this number and send us a message that’s how sms works. Okay, look, facebook messenger. We can come back, but with facebook messenger, you can link into the conversations and that’s the distinction. So from an ad from a facebook ad, you treyz goodcompany into a conversation instead of a landing page. Or you could link somebody from any link on the web into a conversation instead of landing base. Okay, so you can from facebook messenger. All right, all right. Um, so you get you have to you’re asking however you’re doing it on the sms side. You’re asking someone to text you first. Yeah, right. Whether it’s in an event or a printed piece or whatever you’re asking for them to take the action first. Is that right, it’s always the case for anything. A messenger you’re saying, click here. So go here to messaging or message us at this number. Okay. Okay. All right. So that was for acquisition. What? What other goals might we have for our our new messaging campaign? Yes. Number one acquisition. And collecting data and data. Yes, number two is direct engagement, so messaging lends itself to kaleb lee and easily be able to open up one on one chats with people. So someone messages in, and i can tell you my theory to this, although other vendors and other systems might have different theories. But someone messages in and we kind of automata scrip. So someone messages in and we say thanks for messaging us. Tell us your email and then tell us your zip code and tell us how much you want to donate. And as people are responding to our messages with their email and there’s a code, we’re saving it just like a web form. But with us, if someone goes off script, so we say, how much do you want to donate? And this happens all the time. How much do you want to donate? And someone responds, i don’t want to donate online where can i mail a check? Or i want to call and talk to somebody. What number did i call when someone responds off script? So we’re looking for that dollar amount and they reply with a question yes, we gonna pull that into another part of the system. And and someone can respond one on one and open a one on one chat with that person. And so the second case here is being able to engage directly in a two way conversation. A cz part of this sort of marketing funnel part of the data collection process. So, so implicit and all this is there’s a there’s a back end that is ah, script back and forth that that is, that is automated. Until some i understand, until somebody goes off script and then they get funneled a different direction. But but if there’s a back end to this that’s all automated carrying on carrying on the conversation with the the new constituent yeah. That’s what any of the tools do? Yes. You sort of need that to be ableto scale it more than just a few people live conversation. Okay. Tool automated conversation. Ok, so there are tools. They’re too old to do that. There are. Okay. Um, what are some of those tools? Can we going name a couple yet? Yes. A great. So, you know, i’m my company of that message. We oughta make these conversations over. Facebook messenger there go. My former company is mobile commons and they automate conversations over sms and they’ve been acquired and they work with a bunch of brands now meeting a bunch of venders all under the kind of software brand there there, there’s some agencies that help people do this. And so one agency would be revolution messaging maurine the strictly political space, but they helped design the campaign, and then one of the newer vendors on the scene works a little differently, but they’re called hustle or relay or ground game. All of these platforms open up peer-to-peer messaging overact, sametz and that’s less automated that’s, a hybrid between automated conversations and one on one conversations and the quick version. There are whole podcast all by themselves, but the quick version is that you need an operator with a peer-to-peer so you need someone to actually send those messages, but they’re software leading that operator through the conversation, depending on how the organisation set it up. Now why your company have you chosen to do facebook messaging and not sms? Yeah, so you know the first one first, one twenty minutes in first work first decent question, alright. I’m learning i’m learning. I’m trained above. Definitely every question i know toe like every good question. There you go. So you just like scripted. I see you like a nice ex scripted. No matter what my question was going to be, you’re going to see a good question. All right? You think this is a live person does? All right. All right. I’ll catch you up. I’ll trip you up. All right, now i’m now i’m on a mission now. I don’t do that to guest. I do it to my wife, but not my guest. Go ahead. Why has a wife facebook messenger and not sms for at message your company. So the way i see it is we are lift no, michael sabat my goal. Sam hello, there we are. Ok, you’re back. We’re ok. Yeah, you cut out so start you start your own channel. So sms had been the on ly messaging channel for the last decade. Yes, but within the last two years, it’s clear that there are going to be a whole bunch of new messaging aps opening up facebook messenger, whatsapp message. All of these are opening up so that organizations can use them, and i think we’ll look back in five years and we’ll say, like, oh, sms was the first messaging channel the same way that hotmail was the first email service, but now it’s become its own category and messaging channels will differ, but they’ll all have their basic best practices the same way that email differs. Whether you’re sending to a well or gmail, maybe, but but they all have their own, like email best practices, and so i wanted to build on and kind of the new stuff coming because it is the most exciting. All right? Um, now what about age? I have not? I’m an outlier, i presume. Based on our conversation, i have not downloaded the facebook messenger app, do we my representative of people fifty five and over? Or am i an outlier even in my age? And you don’t have to worry about age if you want to do ah messaging campaign? Yes, a messaging is actually weird. It what with text messaging? We’re kind of the point where everybody has it, right? If you have a phone? Yes, sure, really, really ubiquitous, both young and old facebook messenger does not do that well with young kids. So you know, up to the age of twenty but what’s surprising is while you’re at work, you’re emailing, right. So while you’re working age, you really are in the email. But as you retire, you stop emailing and you do mohr messaging, whether it’s with the grandkids or whoever, you’re just not going to your desktop computer on your desk every day or your laptop and so messaging it’s pretty ubiquitous, no matter what age group. But we definitely see a bump again. Maur messaging, happy eating with people in their sixties, interesting and my voice is broke like i’m fourteen, but but peter, right, yeah, what did you say? Peter brady, peter brady and i was like, greg, i kind of liked greg, but i guess he was. I was too old for his voice to crack. Well, i am two, fifty. What am i now? Fifty, fifty five, fifty six, fifty six. Okay. That’s. Very interesting about retirement. Yeah, mohr messaging less, uh, less email, right? But you’re spending less time on your desktop, but the phone is always on your belt or in your pocket. All right? We just have, like, a minute and a half left. Michael, maybe should make this a full hour, but i’m certainly not gonna squeeze out amy sample ward. Maybe we have you back and continue this, but men and a half left. What do you what do you want to leave people with? Please? Yes. So i say the last use cases, the big cases acquisition. Right. So collecting data from people over these message and channels direct engagement and then the last one of the activation. So as people are messaging in, they are subscribing similar to when someone gives you their email there subscribing and seeking then follow up on this channel where the person has already engaged and tell them news alerts. Tell them about events. Get them to take action. Stuff like that that’s the big connect sustaining pay off as and in terms of, like, building this list. Okay, um that’s it. I’m super excited to be opening for amy sample ward. I mean, this is going to be a huge episode, she’s, she’s, you know, she’s amazing gas. So congrats on that. I’m excited to be part of it. Oh, she’s, awesome! Yeah, she’s, she’s on every month. Yes. Are you going to the non-profit technology conference? Now i put you on this. Will. You are. I’ll see you there. We’re gonna have a booth. Look for us in booth three. Now, provoc radio’s going to their booth. Number three. Oh five. Great. Okay, michael sabat, orleans, right. Uh, i hope so. I’m going to new orleans. I hope you are too that’s, where the conference is, okay, don’t go to washington. Michael sabat. You’ll find him at s s g, and the company is a tms sg dot com. Michael, thank you so much. Thank you. Needs a break. That is for wagner. Cps. They go beyond the numbers, and i suggest you go beyond the numbers with them by talking to you. Eat each tomb. Who’s. Been on the show twice. Very smart guy. Very nice guy. Low pressure. But check out the website first. You know, check out the bona fide. These make sure that you’re satisfied. You know, you look the clients, etcetera. They do the work you need. I mean there’s. Cps forgot. Take everybody knows what you do. But, you know, you gotta satisfy yourself. Then pick up the phone and talk to you. Eat weinger cpas. Dot com. They go beyond the numbers. Now, time for tony’s. Take two and i need to thank you for pulling us out of sixty nine, sixty nine itunes ratings. Now, i don’t check these things very often. Any sample ward taught me? I really did learns from her that you know, that’s. A vanity metric. How many readings you have fans, etcetera. But i do look from time to time not not gonna lie your butt like every couple months. And for a long time, i may have it was every six months. Or maybe even a year. It was a long time you were at sixty nine readings, and i didn’t say anything about it. I never said please, somebody get us out of sixty nine. I did not plead. I did not make an issue of it. But then i went back a few weeks ago and i see that we got seventy five ratings. So my thanks to the people who pulled us. The six people, six listeners who pulled us out of sixty nine. I guess the one pulled us out of sixty nine, and then the others piled on. But i’m grateful to all six because that’s what i saw, i saw it go from sixty nine, seventy five. So thank you to those listeners who yanked us out of sixty nine. And, of course, there’s a video on this entire subject on you will find that at tony martignetti dot com i shouted from my gym, so i’m i’m pumped up as as a pumped up is that could be it’s, actually, probably more like a a limp linguine. Oh, you know what language? No, his right lung guerrino is a single strand of linguini. So if you’re not too hungry, you know? Just order a linguine o and you’ll get one piece of linguini or a spaghetti o or rigatoni. No, you’ll just get one, you know, little sample sample size. Um, but if you’re hungry, you know, then get the whole plate order linguini or spaghetti, etcetera. So the video was that tony martignetti dot com and that is tony’s take two now we got to live. Listen, love and there’s a time we got let’s start abroad. Uh, osaka, japan live listen love to you, connie chua, mexico city, mexico witnessed artois, russia we can’t see the city, but we know that you’re there russia live with their love to you ottawa, canada bolivia abila iraq live listen loved all those foreign listeners on duff there’s more foreign listeners in germany gooden tug, france born i won’t know that’s bonem sabat now that wouldn’t be any good france live listen love to you tokyo is also with us in japan as well as osaka and rio de janeiro, brazil, brazil, one of wonderful that would be oh my god! Oh, opening gadot’s for brazil and bringing it domestic tampa, florida let’s see where else? Portland, oregon about that’s amy simple word, brooklyn, new york welcome, brooklyn multiple new york, new york voice cracked again new bern, north carolina welcome back, haven’t seen you for some time. New bern where’s, new brunswick where’s that was that new brunswick, north, north brunswick, new jersey was annoying me. They would never identify themselves, but they were ubiquitous. New bern, north carolina welcome back live listener love to you kayman sample ward. You know who she is, but i have to give it a proper introduction anyway. She’s, our social media contributor and ceo of intend the non-profit technology network, her most recent court that book, so to change any time everywhere about online multi-channel engagement, you’ll find her at amy, sample, ward, dot or ge and she’s at amy rs ward and antennas on ten is and tn dot or ge so many places you could find. Amy simple word welcome back. Thank you. You’re ubiquitous talk about messaging being ubiquitous, you’re ubiquitous. You are ok. Good to talk to you. Good to chat with you. How are you? Yeah, i’m doing pretty good where i think they’re really busy over here, you know, wednesday was the regular registration deadline before prices went up. So for the non-profit technology for the non-profits don’t come, you know so many books hundreds of folks registered just on wednesday, for example, the last man that busy time in the conferences oh, my gosh, it’s going to be here so soon? We’ve got shiping deadlines and print deadlines and everything else over here. I understand now that the hashtag of course is eighteen ntc no, how many people do expect toe? Eighteen, ninety? Si what do you think, it’s? Gonna look so pretty consistent with the last handful of years? Two thousand people all in one big room two thousand awesome. Yeah, i’ve decided non-profit radio was going to be there. We’re going to do right? I’m glad that you have decided that. Yes, usually we keep our business separate, but, you know, i’m melding today because i’m excited that it’s gonna work out. Okay. I am so let andrea and ellie no. Booth three. Oh, five. Um, i wanted i want two, three or five and not your name on it. Thank you. So non-profit metoo is gonna have your name on it when we get there. And the decorators it’s not there now, right? Well, i don’t expect, you know, six weeks in advance. I’m only you know, i can’t afford the furnishings for a couple days, so don’t don’t get you know, the furnishings, irv. Ok, anyway, yes, non-profit there’s going to be there? We’re going to do tons of interviews of of conference speakers and it’s going to be a wonderful day here, and you’re gonna have a hard, ah hard choice because, you know, you may have seen that we have the most breakout sessions this year than than we’ve ever had there’s over one hundred thirty sessions this year. Andi also means we have the most speakers because, as you know, one of our kind of guidelines and values is that people don’t have solo sessions because there’s way too much experience far too many organizations trying to do all of this work that only one person to have an opinion on something isn’t very representative of the community so way. Have over three hundred. Oh, i thought it was too. I thought i saw one hundred thirty sessions in two hundred speakers. No, three hundred, no, three hundred speakers. All right, well, i’ll have. To choose yes, we were selective hearing not provoc radio, but we’ll we’ll choose from one hundred thirty topics and, uh, you know, we’ll bring enough mikes we could share, too. I did one ntcdinosaur with five that we do find no four because i bribed three guest mikes and one person was standing. So two people shared a mike. It works, it works. We could do five or six. Yeah. Yeah, well, you probably don’t. You don’t have six person panels. I don’t thinkyou goes six, but no five. You could do force and five so we could do that. So yes, non-profit latto is going to be at ntc in new orleans. I hope michael sabat shows up in the right city. He wasn’t she didn’t seem too sure about where you’re going to be a friend, an extra postcards kruckel fremery knows where you’re going. Do you know michael before listening to him today? Do you know him well? I was trying to think about if we’ve been in the same place at the same time, because normally i say that i only know someone in five, like met them in person and all of that because otherwise, we know everybody because every, you know, where we’re all online, but i couldn’t remember if we actually have been in the same place at the same time, together or not. Okay, okay, well, you’ll meet with ntcdinosaur he’ll be there exactly let’s carry on to our topic cheating, cheating are cheating. So phrase gaming, i’m still against it and we can talk about that. But i’m cheating. It just sounds so bad. Well, i don’t know. We’re keeping in the social media context. I didn’t think i didn’t think gaming. I know you suggested gaming. Yeah, i went with cheating. Um in-kind left on it. Let’s admit to cheating. Alright, thank you very much. Oh, down that path. All right. So, um, let’s share your experience, your your wisdom and your opinion. Really on on buying stuff, buying everything from blogged content of youtube views. What does anymore think, amy simple would think about that? I’ve lost a toss about it on dh there. Probably not too sure you have ever mean you as you, tony, but you as everyone else is listening, ever listened into a conversation tony and i had. They’re probably not going to surprise. You what my feelings are, you know, i think we have to go back and i can already see the face that you’re making tony when i say this thing, that i probably say every single conversation that we have, which is we have to go back to our goals if your goal is to get people to go back to, you know what you were talking about the first half hour, if your goal is to get people teo, opt in, jump into a conversation and actually sign up for something or donate or add their names to your advocacy call, you know, whatever that is, buying random people probably bought is not going to get you closer, right? So if you’re just buying it for the number, hey, i would argue you have a really horrible goal weight. You should not be that list of life, their followers or whatever shouldn’t be your goal anyway on if you are just trying to fill, let me think about i often do this as a way of really kind of checking myself if i’m if i’m okay on the right things or i’m not focused on the right things and that is to turn your situation that you’re thinking about strategizing, whether this is buying facebook fans or twitter followers or instagram, polish, whatever, turn that into a in person scenario and check your same logic. So if we were in a room together, we were at the ntc right on, and our goal is to put on this awesome conference and have lots of content and have people engaging in making connections. But instead of focusing on that, we said, we want tohave three thousand people at the conference this year, right instead of always two thousand. So where does goingto go to the city of new orleans and say, we’re going to pay, you know, fifteen dollars an hour? Wait because this is our going. We’re gonna fill this commission’s, right? Because that’s our goal right way, a thousand people that are really there that are part of our community would say, who are all these people that i keep talking to you in the hallway that have no interest in what i’m doing that have nothing to do with non-profit work-life we then also create i’m going to save damage because well defined that and whatever different. Context is for the people who earnestly wanted to be part of our work, right? So focusing on that on that filling the filling, that big convention center focusing on that actually has maybe created more damage than had. We just had a smaller event on dso when i put it into a real world scenario, i think it’s so helpful because when we think about riel, world scenarios were much more likely to think about those people is people versus those people as followers or profile pictures or phone numbers, right when we’re when we’re focused on lee on the technology as this interchange in this transaction place, if we let ourselves kind of let go of the fact that these are committee members and they’re our friends and there are supporters, and i think using that real world scenario helps you remember, okay, if this is a room full of our people at our annual event, we would never do this. So why would we do it online now? The facebook the facebook facebook has changed. Facebook has changed its algorithm for for because it’s a new day yeah, right. Yes, bond, i’m hearing it. All right, companies. And non-profits or having trouble getting their content before there constituents there, their fans, the people was like their page in favor of in favor of family, family and friends stuff. Um, now i think it is i don’t think i’m being cynical saying that so that now companies and non-profits and organizations generally have toe pay for right for more outreach, brother reach no, you’re not being okay that’s that tried and true practice, right? Give people things for free so that they come to rely on them and feel they need them and then say, actually, you can’t have it for free anymore, but will you pay this amount? And people feel like they don’t have a choice, they have to pay it way don’t non-profits largely, any organization business on facebook has had lots of thing for free, you know? They got to have content that people could see in their new speed, and they could connect with folks and send messages and, you know, previously have much more, um, kind of dynamic options around events and messages and groups and all the rest and slowly all of that has been taken away, and i think at this point organisations really feel like, well, we have been used to getting to message. You’re having are. Our message is rather show up in the news feet of of our fans. So i guess now we do have to promote our posts, or even further than that, have facebook ads. And i think less about using facebook, then as a place where you are like you would with a promoted post, just trying to get your content scene and engaged with. And now that you’re using it, like big companies, to drive traffic to your website or into a facebook messenger, you know, a conversation or whatever it might be. Big, heavy sigh uh, listen, i mean, it’s kind of sad and frustrating his leg’s definitely, i think it’s a real challenge for organizations, teo feel like they are confident enough with there could management of the tool before you even think about how much time it takes. I mean, if you were to go to affirm that all that they do as they’re agency is, like a manage facebook ads and social media management for for clients, a you pay them a ton of money and they have a lot of expertise they’ve been doing this is all that they live and breathe, and it still takes them hours and hours, right? Like the idea that a small non-profit who already struggled to have the time to even log in to facebook one today, you know, and like, engage or like or reply to comments that now they’re they’re having to log in and then say, okay, well, hattaway, create an ad. How is that different than promoting this post? Because both of them are taking my credit card number? Like i said it’s, just so so disappointing that feels like it, it has established itself as this keep mathos massively, a hugely popular platform for people as individuals communicating with each other, and that should be a place where non-profits go to talk to people, right? I’m yet there are just so many, so many burdens or barriers to doing that. I know we got to take a break, stay with us, tell us credit card and payment processing. You know them. This is where you get the long tail of passive revenue because they are credit card processors. So you go to tony dot mm slash tony. Tell us you watch the video. It will explain the process of business is moving their credit card processing to tell us, and you will get fifty percent of everything tell us earns on all those transactions long revenue stream. Tony dahna i’m a slash tony. Tell us. Okay, any sample word, let’s? Keep talking about. Well, we brought in a little beyond cheating, but i, uh okay. So yes, facebook drew us in and drew non-profits in wave with e-giving they had e-giving for god’s sake on now, there. Now, now you gotta pay to get all this. All right, but but buying facebook likes is not the answer. No, it’s not going to be the answer, because buying the likes whether you’re buying likes on your content or buy-in likes just unto your page, write a cz followers it’s still going to set you up for a really bad roo i calculation from then on, right? Like if you’re now carrying one hundred extra fans that have no real intention in engaging with you are becoming part of your mission or donating to you every time you put a post out there, you’re getting even a smaller percentage, right? Because now you just artificially inflated all those numbers. Yeah, yeah, okay, good, but we’ve taken that off the table that that is not the way you go that way. Um, we’ll spend your few dollars on buy-in followers and fans used that money, even though, and this is what this i’ll i’ll make my case for it now, tony, the reason that i had said this was a conversation about gaming, social media, not cheating, is that just what we’re saying about facebook that you do have to play that game a bit on dh like i’m saying, don’t use your money on buying more, more followers instead. Used that money to say, you know, once a week we’re going to spend two dollars or five dollars, and we’re goingto busta post and get it more visibility, and that way it is content that you already have it’s maybe a post you already put up like if it was intend this week, maybe it’s a post specific toe reminder wednesday’s the registration deadline before the rate increases so it’s something that’s important is already something that you’re going to post on the page and then just put a couple of those dollars behind, boosting that more instead of putting your money somewhere else. What about the thinking that if we have a lot of let’s, shift over to twitter? If we have a lot of twitter followers, then people will think we’re popular and more people will join us organically. So if we buy ten thousand or twenty thousand twitter followers, which you’re right from a little i know about this, they’re probably fake. They’re either stolen and fake identity accounts or their bots, but if we have a big number than people will say, whoa, they have a big number about and then organically it’ll it’ll grow. Is that that flawed logic? And if so, why? I really think that it is flawed logic. So two, two versions, one in person, you know, if it was me and i had a million followers on twitter, for example, you’re going toe, you’re going to question that number, and if you first you’re going to say, okay, is that? Do i follow five people? You know, like it’s? Because it is obvious that this person is just, you know, buying all these followers because they don’t follow anyone? They’re not actually engaging with people. You’d also investigated by looking at the content just because i have a lot of followers, if i post, you know, once a month with, like a retweet of something what’s the point of following me anyway, right? There is no there’s, no content there there’s no value there. So even if i didn’t have a million followers and i was regularly engaging with people and i followed a ton of people and, you know, very similar number followed back that’s showing actually ah lot stronger truck between whoever that individual is and the people that they engage with them just see a billboard type. Profile right? Like you’re just an ad, right? Like lots of people are just there, but if it’s an organization similar, if you if you are truly an organization that should have a million followers, then you are an organization who should be putting out great content every day that you have profile that has, you know, your logo and information about whatever campaign you’re running or what your mission is has clear links over to your website that has similar branding and and tone and feel, you know, that there’s clearly a strong presence there if instead you’re an organization that shows that you have a million followers you again, you yourself follow five and your profile is very basic. You do not have strong called action and your messages you’re not regularly, you know, posting there, it doesn’t matter how many followers you have no one’s going to, really you don’t want to buy into that. That organization. In my intro, i linked, i grouped together buying views fans likes and also buying content. What about? You know, if we’re if we’re a small organization, we don’t have the wherewithal toe keep our keep facebook fresh or ur own even our own sight. Our own blogged fresh. What do you think about buying content? I guess occasionally. Or no, if you don’t like it, so i know i don’t like it, okay, but i want it cut the mic, right cover my kapin mike doesn’t like it, you know, if i can. Okay, so i think that there is, uh, certainly ah, path a reality in which money is exchanged for content on your website or your probably more. So, you know, on your block, like you’re saying versus on social, but in that situation is not that you are just buying content, but that instead you have say, uh, your education organization you focused on, kate told education, and you recruit twelve or twenty four say teachers in your service area to write something for you and that way you have to post a month. I’m just making this up, obviously, and you want to give them, you know, one hundred fifty dollars, check as a thank you for all of the time and sharing their expertise, and now they have one hundred fifty dollars to use in their classroom or whatever they want to do. So i think that kind of scenario where you are essentially providing honorariums for your community members, contributing to your content definitely makes them, but i wouldn’t ever consider that buying condoms. Mom, is that clear? What i’m saying there? Yeah, yeah, you’re you’re not you’re not out first of all, it’s it’s relevant because it’s coming from a community member and yeah, zim one you know, and they’re contributing content. So, you know, it’s it’s an honorarium? Yeah, exactly, and i think the other opportunity and again, i don’t think that money would necessarily be exchanged in this scenario, but four organizations, i don’t think that you should feel bad if you feel like, oh my gosh, we we don’t have time or we don’t we don’t feel like we have a lot to say to create all that content that is a huge place where i think partnerships are really important. I don’t know how much i’ve talked about it on the show over the years, but if anyone listening has been in any of my workshops around content planning, i always advocate that in your content plan, you include notes about if any of your funders have ah, blawg or social media profiles, if any of your coalition partners or project partners, if any of those people have outlets, and if they do, you should follow those because oftentimes they mean, you only had five minutes today while you were eating lunch while you were also, you know, listening to this radio show toe log in tow twitter and so long as you had all those folks there, maybe what you do today is just read retweet, you know, amplifies some of that content you don’t need to come up with it on your own, but, you know, it’s mission aligned, you know, that it’s relevant because they’re part of your kind of network of work. Andi, i think that’s a really important thing to keep in mind so that you don’t feel the pressure that you always have to write new articles every day. It may mean, hey, the five other organizations we work with are posting this. We’re going to repost it just like two other organizations are right in leverage, kind of how best would think about it. Is that network effect right? You have? Yes, you that’s beth cancer she’s dropping names. That’s, she’s referring to beth cantor? Yes, you have said that on the show and yeah, you’re you’re curating, you’re curating. Others content and and then? And then i probably learned this from you. Do you know they appreciate that, and they’re likely to share your content makes it more likely that their shells there show they’ll share your content and, you know, it’s a which also metoo we just have a minute left really manically last words or fans or whoever will come to you because maybe they already follow that partner or that thunder, and because you created a good relationship and sharing content between the two of you, you’re helping expose your content to all of their fans. Indeed, indeed. I know that from the non-profit media experience followers come when we share. We share good content from other people. Um, we gotta leave it there. Thank you very much. Yeah. Thank you. In anywhere, stu. In april, we’re gonna get you for an interview. She’s amos sample ward and you’ll find her at amy rs ward and amy sample ward dot or ge next week risk-alternatives and your disaster recovery plan. 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 regular cpas, guiding you beyond the numbers. Wagner, cps, dot com and by telus, credit card and payment processing, your passive revenue stream. Tony dahna slash tony tell us our creative producers, claire meyerhoff. Family voices the line producer shows social media is by susan chavez on this music is by scots dahna with me next week for non-profit radio, big non-profit ideas for the other ninety five percent go out and green. Yeah. Snusz you’re listening to the talking alternative network e-giving e-giving cubine are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi, i’m nor ing. Sometimes the potentially ater tune in every tuesday nine to ten eastern time, and listen for new ideas on my show. Beyond potential live life your way on talk radio dot n y c. Are you feeling unhappy with your body, shape or size? Ever feel out of control with food? I’m elizabeth from nourish the soul, and on the show you will uncover the route to these imbalances and discover a permanent solution toe having a healthy relationship to food and your body. Join us every thursday morning at eleven a m eastern time on talk radio dot. Hey, 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. This is michael dulled, your host on talking alternative dot com. I’ve been professionally writing comic books, screenplays and music articles from fifteen years. Catch my show secrets of the sire at its new prime time slot. Wednesdays, eight p m eastern time, and get the inside scoop on the pop culture universe you love to talk about. For more info, go to secrets of the sire dot com. You’re listening to talking alt-right network at www dot talking alternative dot com now broadcasting twenty four hours a day. Wait. Are you a conscious co creator? Are you on a quest to raise your vibration and your consciousness? Um, sam liebowitz, your conscious consultant on on my show, that conscious consulting our awakening humanity, we will touch upon all these topics and more. Listen, live at our new time on thursdays at twelve noon eastern time. That’s, the conscious consultant, our awakening humanity, thursday’s twelve, noon on talk radio dot. You’re listening to the talking alternative network. Hyre wait.

Nonprofit Radio for January 26, 2018: Start Your Planned Giving In 2018 & Amy’s 2018 Plan

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Tony Martignetti: Start Your Planned Giving In 2018

It’s me. I know a little about Planned Giving fundraising. I’ll give you tips, tricks and strategies to kickoff your wills campaign this year.

 

 

 

Amy Sample Ward: Amy’s 2018 Plan

Amy Sample Ward

Amy Sample Ward is our social media contributor and CEO of Nonprofit Technology Network, NTEN. She’s got insightful ideas to make your online life more balanced.

 

 

 


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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 come down with lishman iesus, if you infected me with the idea that you missed today’s show, start your plans e-giving in twenty eighteen it’s me, i know a little about planned e-giving fund-raising i’ll give you tips, tricks and strategies to kick off your will’s campaign this year and amy’s twenty eighteen plan and you stamp award is our social media contributor and ceo of antenna non-profit technology network. She’s got insightful ideas to make your online life more balanced. I’m tony steak too. You’re twenty eighteen plans all this month, responsive by pursuant full service fund-raising data driven and technology enabled tony dahna slash pursuant weinger sepa is guiding you beyond the numbers wagner, cps, dot com and tell us turning credit card processing into your passive revenue stream. Tony dahna may slash tony tell us here i am with start your planned e-giving in twenty eighteen it’s my pleasure to welcome twenty martignetti ah, not a great pleasure. Sometimes i say great player. Just a pleasure. I’ve been doing planned e-giving since nineteen, ninety seven. So that’s. Twenty years. I was twenty one years. Yes, twenty one years. Now. I mean, my twenty first year, um, and i’ve been consulting in it for fifteen years. Yes, yeah, it’s, starting, well, whatever fifteen years is, yes. Start in two thousand three exactly as a consultant. Two thousand three nineteen ninety seven got started so i know a thing or two about planned e-giving and an opportunity arose because guest this month at a family emergency and couldn’t pre record for me. So i’m pretty recording from myself, and we’re doing start your plan giving in twenty eighteen let’s begin with what is planned giving i have a really simple definition, and it is a method of fund-raising that is long term and typically means cash to your non-profit at the death of the donor so long term you need thio recognize that this is not going to pay next years ah, salary budget or for your five or even ten year capital plan. We’re going to start promoting plan giving roughly with people who are about fifty five or, say, sixty and over fifty five to sixty and if someone that age puts you in there will, which is what we’re gonna talk about the example that’s, the marketing we’re going to talking about wills um, you know, they could be living another twenty five or thirty years, so you have to have that long term. View of fund-raising and if you’re going to embark on this, your board needs to have that long term view of fund-raising you don’t want your board in six months asking when we kicked off this plan giving program, encouraging bequests, where’s the revenue that that would be that would be a big, big problem. You haven’t kicked it off, right? Your board needs to know that these air gifts that are coming twenty, twenty five, thirty years in the future, right? Of course, depending on the ages of the people that actually make the gif ts but again, we’re going to start our marketing around fifty five or sixty so long term view, who are the best prospects for planned gif ts as i said by age, there are about fifty five to sixty and over now, of course, if a seventy five or eighty year old includes you in there, will, then you know, they may only be living for five or ten or fifteen years. So again, it depends what the ages of the people are, who actually make the gift best prospects. They love your work, they are already committed donors to your organization and by committed were judging that we’re judging their commitment. I need to take a drink. By their giving history, their history of consistency if they’ve been giving to you, you know, twelve of the past fifteen years or eighteen of the past twenty years, or maybe even more than more, you know, twenty five times in twenty years, you’re looking for that long term consistency in giving. And when you’re looking at that, you want to ignore the gift size i literally mean, if all those gifts those eighteen gifts in twenty years were ten dollars a month, that person is a very good plan e-giving prospect they’re probably of the right age because they’ve been giving to you for so many years, and they always plan for you. They always think about your organization, and i would bet you that if they’re giving it that ten dollar level, they wish they could give more, but they can’t during their lifetime, their ultimate gift to you. We’ll be in there a state plan, and again, we’re talking about the quests, those those gif ts in someone’s will a charitable bequest in the will that is going to be the ultimate gift for someone who was a low level donor is ignore the gift size when you’re looking at the consistency through the years through the decades, small gif ts very consistent donor-centric planned gift prospect this is not only for your major donors by any stretch, not at all. All right, so, you know, people have asked me when i’m speaking, you know, do you focus on women because women outlive men? No, i don’t focus on women it’s true that women on average do outlive men, and if they’re married than odds are that thie their husband’s estate or book of it has been left to them. So you could say that they may be have, um, on outsized role in planned giving because they’ve been left assets from there husbands. But, you know, i don’t focus marketing on females in their seventies, eighties or even fifty five or sixty um, you just you do, however, want to be sensitive to the role of women, you know what i have seen? And this is not just from questions, but i’ve seen it myself buy-in an events, clients or non clients, even when a couple is together and the husband is the one who’s being talked to, and the wife is largely being ignored, that’s that’s a that’s a big mistake. You want couples involved you want? You want me? Even if it might even be the whole family in some cases, but certainly you want couples involved. So as you’re thinking about who the best potential donors are in the long term on dh for your for your plans, giving program you want to be respecting women while their husbands are still alive. You know kids, you can’t marginalize the woman. And then when she becomes a widow all of a sudden year, you’re embracing her and you want her toe. You want her to be as enthusiastic about your your mission that as as her husband was that’s that’s probably not going to succeed. So just i mean, what am i saying? Just respect women the way you do men, you know, treat the couple as joint donors doesn’t matter what who’s who has the greater interest treat them both because you never know what’s gonna happen longer term. All right, so that’s that’s what? Who the best prospects are on now we’re going to pick it up with got a bunch of marketing tips and, ah, little a little bit about your recognition society stay with me, it’s. Time for a break pursuant, data driven fund-raising field guide it’s their newest resource on the listener landing page at tony daddy may slash pursuant capital p there’s no! Ah, yeah there’s so much data around us. It’s, easy to feel data overload. Just the data that you already have can be overwhelming so and then trying to figure out what to do with it and how to make it actionable. The field guide purpose is to make data less daunting for you. They’re less daunting s so what’s in it for five high level steps you can take to translate your business objectives, real world case studies and a worksheet with thought starters it’s at tony dahna slash pursuing capital p now back to me and start your plan giving in twenty eighteen um, so just teo want duyvil deeper just into a charitable bequests just so we’re clear that that is not all there is around playing e-giving that’s just where we’re started. There’s lots of different types of plant gif ts this could be about the gift of life insurance gif ts from ira’s from charitable trusts and there’s lots of varieties of charitable trust, charitable gift annuities. Those are those are the most popular, all kinds of beneficiary designations in financial assets, but the one planned gift that we’re going to be focusing on is that charitable bequest encouraging gift to your organisation in people’s wills so that alongside their husband, wife, children and grandchildren, there is a bequest paragraph, a gift to your non-profit and think about what we’re asking someone to do. I mean, think about how much they love your work to put you alongside husband, wife, children, grandchildren, i mean, they really love your work that is quite a respected place to be, and that has implications for you’re treatment of them after they’ve told you that you’re in there. Will, you know, in other words, your stewardship of them, and i’m going to talk a little later about your recognition society. So think about what you’re asking people to do put you in that very special place. Why am i focusing on charitable bequests? A bunch of reasons? Everybody knows what a will is, everybody should have one it’s very easy to do. People don’t have to tell you that they’ve included you. There are a lot of plant gifts where they would have to tell you, because you need to be involved in the documentation of it. This is an example where they don’t have to tell you they could include you in their will and not inform you. And there are lots of people who will not tell you that they’ve included you, even though you’ll be asking you constantly want to be asking in in your marketing, please tell us if you’ve included us in your will, but ah lot of people won’t. The national statistic is that there’s between seven and eight states that you’re in for every one that you know about on why don’t people reveal why? Why, when people share that information, especially when you’re mean, when you’re a part of it, i want they tell you there’s a lot of reasons for that they don’t want to be asked to do more. They’re, um they don’t want to be treated any special, especially any differently. They want to know that they can change their mind. And even though legally we can change our minds about our wills any time we want to there’s an old woody allen clip our line, i think it’s, i’m not sure it’s in zelig, i’m not sure where it is, but he’s upset at some family member and he yells up to his wife, bring me my will and an eraser. You can change your will anytime it doesn’t matter whether you told the organizations or the people who are in it that that they’re in it, but people feel an obligation not to change their mind once they’ve told you that they that they have included you in their will, they just they feel that moral obligation and the reason they won’t inform you that they’ve done this is because they don’t want to be bound morally. They want tohave that flexibility again, even though legally we always we always have it. We’re talking about their their moral obligation, so lots of reasons why people won’t tell you, um and that was part of i was listing off. You know why we’re dealing with charitable bequests? Because people don’t have to tell you another reason we’re focusing on wills and bequests. There’s no lifetime cost noah’s the hypothetical i gave you before the a person who’s been giving ten dollars, a year for many, many years. This is their ultimate gift. They. They wish they could have done more for you during their lifetime. But they need a gift that doesn’t have a lifetime cost. And so the charitable request is one of those examples. So that’s a bunch of reasons why we’re focusing on wills and bequests. I guess the biggest reason is that it is so easy for people to understand, everybody knows what a will is, and they can include you in theirs. All right. So moving to some marketing tips, how to encourage people to include you in their will and remember, we talked about best prospects. We need to go back and listen, those of the people you’re targeting again, you know, fifty five or sixty and over, um, well, you don’t need to go back because i’m reiterating it and very consistent donors. You’re not gonna be acquiring new donors through your plan giving marketing. This is not an acquisition strategy. All right, this is your charitable bequest strategy will’s campaign. If you want to think of it as a campaign, that could be a very good idea. Think of this as a will’s campaign, some ways of marketing. Starting with events, you’re producing a program, you could put a couple of sentences in that programme along the lines of we’ve kicked off a campaign to encourage you to remember our organization in your will, it’s very simple to do and secures our work long into the future. Ah, your attorney needs our legal name, address and tax i d number. Drop those in and that’s it and then maybe mom’s, right? Maybe say, you know, for more information, contact whoever that wherever that contact person is director, development, et cetera. Um, a few words about legal name, address and tax id these air fundamental to lots of planned gif ts certainly that applies in the case of charitable bequests. You want to make your legal name, that the name under which you’re incorporated, you’re you’re incorporated a nonprofit corporation. What that formal legal name is? I want to make that public also your address and your federal tax i d number. I hope you recognize that tax i d number that e r e i n employer identification number the irs has given you. I hope you realize that that is not to be kept private. Like your social security number. It’s already public it’s on all your form nine nineties. Excuse me, and those are gosh, excuse me. And those are very public. You may have them on your own website. Lots of attorney general’s attorneys general offices is have them attorney general’s office is attorneys general attorneys general, lots of attorneys, general offices have them guide star has them so you know that that buy-in which is important to teo, including request gif ts should be should be public, you know, make that part of your part of your marketing along with your legal name and your address. So sticking with events, maybe you could even drop a couple of words into the the written remarks, the remarks that are going to be made for that event. Now, i understand some events. It may not be appropriate, but some it can be appropriate. So if it is, you know, besides doing what you’ve done in the written program have someone have the speaker announced that you know, we’ve we’ve kicked off this will’s campaign. We’re encouraging gifts by will it’s. Really simple to do for more information, please see no, whoever standing in the corner, it doesn’t require more than just like three or four sentences in in a speaker’s remarks. Get out there. I mean you want to have you you know you’re gonna think about this is a campaign, you’ve got to be promoting your campaign? Ah, your annual report another place that you can encourage donors and also recognize those who have already made planned gift that i’ve already put you in there will that’s a perfect place for recognition. Now i know a lot of organizations i’ve heard you are getting away from printed annual reports. So you know this other marketing ideas i’ve got if if you’re not producing a written annual report, but if you’re doing it on, i mean doesn’t matter. You’re doing an online version of your annual report include the names there say what it is. You know, these people have included us in their long term plans by by naming us in there will, if you’d like to. If you’d like to join them, please contact whoever your attorney will need our again legal name, address and tax id, and here they are and then list those names as a zoo form of recognition people who have already i already made that made the plunge and and put you in their will, i would say when you’re gonna be listing names, make sure that you have their permission to use their names. That’s something you want to ask after someone has informed you that they’ve included you in their will ask permission to use their name on, and if they say no, then list them as anonymous. All right? You mean you want to show that there are as many gifts as there are in your will’s campaign in your new plant giving program? So list the people as anonymous if they prefer not to be named my experience. Very few people don’t want their names listed, but you certainly should be asking another marketing tip direct mail. You’re already producing your mail piece. You can put a buckslip in that’s ah, it’s a something that i mean, the way i do them for clients is they’re printed three on a sheet because she gets cut in thirds and then there’s little buckslip third of us slipped gets gets dropped in. It doesn’t change the weight of your piece, so you’re not spending any more on postage, something along the lines of did you know you can include, you know, our organization, your name in your will. It’s so easy to do lots of people have all you need is our legal name, address and tax id. Here they are. Please share this information with your attorney and for more information, contact whoever it is that it’s that easy. All right, you already producing the mail, drop a drop of slip in and encourage, encourage gives by will along lines of direct mail when you print your next batch of of envelopes were talking about the the not reply envelopes, but the although we could do it there, too. But i’m thinking of the number ten the carrier enveloped the outer envelope that as your your name and logo on the on the outside on the flap, put a little check box for i’d like information on including and then your organization name in my will. We’ll check off for people everybody’s going to see it, they got they got to seal the envelope, they’re going to see that you’re already printing the envelopes include this on the on the flap. All right, easy, easy. I’d like more information on including the organization in in my will. No, they want you to think about email signatures, email. Signatures and business cards. Can everybody in the organization had this to there to their email signature? You could include us in your will ask me how and then you may get some enquiries. Same thing on business cards next time you’re printing business cards or as as new employees come or a sze yu have to reprint for your current employees. Ah, statement about including the organization in your will you don’t ask me out, you know, a ll these simple tips that’s because i’m the evangelist for planned giving him and i’m trying to get the word out as much as possible trying to promote your will’s campaign, your your plan giving program as much as possible. So, you know, you take or leave these ideas i’ve had people come up to me after i’ve spoken, and i’ve suggested the business card and they’ll show me their car. It’s got it, he’s got it on there. Um, they ran out. I mean, they left the seminar. They ran teo insta print or staples. They got the rapid. They obviously paid the cost for the for the urgent a rush job. And then he came back and there it was so very gratifying. Let me. Okay, well, let’s, keep going with the marketing. And then i want to assure you about about thes bequests and how you can have a very fulfilling plan giving program just on the quest. Um, promotion, when you are in meetings, okay, you in one on one meetings, you’ve done your research. You know that the person who’s a very consistent, loyal donor and you either know or you’re judging that they’re roughly fifty five sixty and you want to open the subject. Ah, good. Oh, now this is not the walk in the door line, of course, but as the conversation is continuing no. Ah, we’ve kicked off a campaign to encourage gifts by will. We’re starting to get some interest. If this is true, you can even say, you know, people of we’ve got people, including us in their will, and you have been such a consistent and loyal donors for so many years. Is that something that you would consider and no answers? We’ll run the gamut from i’ve thought about it already. Oh, i’ve already done it, tio no, you know, i don’t i don’t really think of you in that long term way and ah, i was done ask, well, why is that you’ve been a long term donor? How come you don’t? You don’t see something longer term with us? Okay, assuming that the conversation is going to continue, all right, and there is some interest, then you want to be very sensitive about about this topic, because it is so personal. Again, you know, they’re putting you next to their loved one ones, so in their will. So you do want to be very thoughtful and sensitive and listening. And they may even reveal some things that are personal, because this is involving, you know, their their long term plan. Their this is their will. And that involves family members, loved ones, maybe even dear friends. So you might hear some things that are more personal than you’re accustomed to. You know, just take that in. And, ah, keep the conversation guided toward how a gift in someone’s will. This long term gift is goingto further your work. What’s it going to mean for your work to continue, you know, decades from now. And i would also tell you that people who are of this age, and they are long term, consistent donors to you, they’re ready to have a conversation like this, even if, even if they’re answer is negative, they’re not going to be put off by the by the suggestion. Okay, it’s, just as i’ve been doing this twenty one years and it’s never happened where someone was offended by the conversation, because you’re asking the right people, you bring it up with the right, great potential donors. Um all right, that’s the same marketing tips i have, i want to assure you that even though there are so many different types of plant gifts that i was listening earlier, you could have a very, very respectable planned gift program just with wills, you can start and stop there. You you certainly could go further, but you don’t need to. I’ve worked with small organizations where all they did was encourage gif ts by will that was the sum and substance of there planned gift program um, and small organizations, you know, when there’s a dozen, fifteen, twenty people in the er in the recognition society which is going to get through very shortly. Um that’s very gratifying, you know? And then you just keep up the you keep up the marketing, so do not feel that just because there’s such a broad array of planned gift that you need to be in every one of them you don’t, you could have a very respectable program that is on ly around wills your recognition society goingto wrap up with this i said earlier how important stewardship is so you certainly do want to have a recognition society i would encourage you to call it something other than the heritage circle. The legacy fund, the legacy circle, um, those air ubiquitous, name it something that his iconic to your organization, it might be the year of your founding. It might be the name of your founder. Ah, the maybe the hong zhang society, um, the you know, wherever, in-kind if there was not a founder, someone whose iconic to your organization, i have a school where it’s the it’s, the bell tower society, because that’s, an iconic fixture on their on their on their campus so name it something that’s iconic to your organization. Please stay away from the legacy circle. Also, you do not need to spend a lot of money on thanking your donors. You’re who have included you in their wills you just need to be thoughtful, genuine. So what are some things you can do if you’re hosting an event? Set aside, tomorrow’s vp some sorry, some v i p seating for them it’s like the cost of masking tape or or string tio label a section of seats you’ve already bought and paid for vips and then invite your plan. Give donors to sit there, include them in your insider publications, whatever those might be newsletters, whatever emails, insider blast um, these are people who have made a gift and they and even though you haven’t recognised in his cash yet, it is a long term commitment to your organization, and they’ve put you alongside their loved ones. So in your recognition society, do what you can to make them feel special, right? And that is start your plan giving in twenty eighteen i’m always open to questions, of course. Good luck. Getting playing, giving off the ground this year when you just take a break, wittner sepa is another testimonial quote, this is my first year and we are a growing non-profit argast gps was completely attentive and gave the impression as if they were right next door when handling our review engagement. Even though we’re in a different state, they made me feel like we’re the only client they had, and they were able to walk me through starting up our accounts to finishing our yearly statements. Nothing was too small a task for them to handle, and they were always available for questions and concerns. The customer service was exceptional, which is a rarity these days and greatly appreciated. I received great advice and guidance for better business practices from a professional, all while feeling supported and generally cared for in the process. Magnus deepa is really stood out as a partner, and i could not be happier with the results end quote, supported and generally cared for. Okay, that’s outstanding. Um, it sounds like they’re like wellness coaches or holistic practitioners or emergency room nurses or first responders. Bridal registry liaisons card detailers, veterinarians, their sherpas on mount interest mount interest, mount everest. There, lifeguards there park rangers, their servers at a five star restaurant. No, it’s just weinger cps genuinely cared for and supported. Where you going to find that they’re more than sepa is. They go beyond the numbers. They’re people for god’s sake, their trusted advisers to their clients. Oh, and this this testimony was from a small cancer research non-profit on the east coast. You’re supposed to change arctic firms every three years. I hope you’ve heard that. So you get the first perspective on your management, your financials? Ah, etcetera. Um, you want the advice of a firm? I think that goes broad and is gonna help you. You know, beyond the numbers beyond the balance sheet. Like huge tomb he’s. Been on the show twice. February tenth twenty seventeen, august seventh twenty fifteen. You can work with him. Argast appears dot com go there now, time for tony. Take two. We covered your twenty eighteen all this month. I hope it was great value for you. Despite the lousy sound quality and a bunch of the segments again, i’m sorry about that. Today is the last of this. This run for the month of january to believe anything out. Is there something that you would like us to cover for you? Let me know at twenty martignetti or you can use tony at twenty martignetti dotcom. Get me there. Here’s amy sample ward with her twenty eighteen plan it’s. My pleasure to welcome back. Amy sample ward, you know, social media contributor and ceo of ends and the non-profit technology network. The most recent co author. A book is social change anytime everywhere about online multi-channel engagement that amy sample wards dot or ge and at amy are lorts welcome back-up awards staying for having me back. Happy twenty eight teams. Absolutely. Thank you. Yes. I’m glad to have you back if you want. Good to have you on this one. Yeah, well, it’s a good a good open for our year together. Yeah, wonderful. And that’s what we’re talking about years together on twenty eighteen. Um, your plans. Your plans for twenty eighteen. Yeah. So let’s. See what you got? What you got for, uh, listeners for the year? Well, just hearing the way that you were introducing me. Maybe he’ll like the first thing that i have put on my list to know my life let me divulge my deepest regulations for the year. Tony martignetti on the radio lift the field very aligned with ten of my role on on on top of radio and then it’s about social media and my first kind of my first, you know, i’m not really revolution person, i don’t know if we need to unpack that here, but i’m not really a resolution person way don’t do that. I’m more of like a like i’m more of a, uh, reminders and commitment you almost every day myself, something happened, and i think, okay, i’m gonna make a note that, like, i want to be committed to a path where that doesn’t happen, or i don’t want to do that thing again or, you know, whatever those little reminders are, they come up, uh, you know, all the time that that’s more how my personality but one thing that has been on the top of my personal reminder list the last a few weeks and that felt very strong when you asked for me to think about these things is this idea of justice feeling come serve all staying connected where i want to and making that decision they know how i feel in that in those connections and in that channel vs, you know, being the ceo event, and i’m feeling like i need to be on every single channel and talking to people in our community every where they are and letting go of that and just saying, you know what? I really like to use channel for this reason and connect with only these people there. I’m nothing to feel bad about that i’m going connect with those people in that face and feel good. So you think it’s more where you feel comfortable? Yeah, okay, because we’ve talked about the past meeting people where they are here well and that horizon organizations and i’m chained for me as a person, you know, like my my personal accounts online, you know versus and pen of an organization are professional sort of channel. I give you an example like, i, you know, there’s all there’s, always drama or opinions or fear about what facebook is doing to this state of the internet, and sometimes i care about those things sometimes i think they’re all hyperbole, but what i have found is that over the last year or so, i really don’t even look at anything in it. This small moms group that i’m a part of with other women from my wellness center and weigh all log in who are private group and we talk, you know, every day while we’re pumping, people were commenting and talking teo other every night after, you know, babies sort of bad everybody kind of checks when we’re together and it’s it feels like a really close community, and everybody uses that space that kind of have an outlet, people bet you understand what you’re going through. I could really honestly care less about the rest of baseball because all it is people sharing new links that make you any tests and stress. And, you know, all of this back and forth, like i want to go to my mama’s group and talk to my friends, and i don’t want to feel bad that i’m not, you know, personally engaging with the rest of the world of books, any temple word, that’s, a big deal because you are you are a co author of books about being multi-channel and engaged everywhere napor so that’s you know, first of all i have i want everyone to know that non-profit radio is not only family friendly, it is family embracing, you know, the the the subject of lactation, and something is very welcome on this shelf. Yes, just in case yours in question. But now that’s uh that’s quite a revelation. Thank you. Thank you for sharing really well, i feel like he’s been in a professional way. The places where i’ve been using twitter, facebook, you’re somebody’s much more longer standing platform has really migrated into groups, whether that’s groups in the way that it has no actual group where you’re just these people have joined this group, whether it’s private or public group or place metoo tools like twitter, where public but a new kind of created roots in your own feet are really relied on hash tag on ly follow the ship out about a certain topics and i mean you you will not be surprised that my reflection and kind of understanding about this it is what it is, but i think it’s all because we use it to your community as ad has gotten to be, you know, ten, fifteen years old and every single person is on them, so you can’t just listen to every single right now you have to go back to creating some smaller communities within that channel weather that wrote groups or hashtags or whatever. And i think it’s important for people to recognize that you don’t need to read every single twist it goes, you know, through your street because that’s not necessarily why you are even using twitter right to read every thought of every person in dinner, mess with people and create some communities. All right, so your youth has evolved teoh right into these communities within the over the larger community have all your followers are all your friends? Exactly? And i mean, it sounds like a more sophisticated and more personal use of the platform. Well, i think you know what you think about it is like it’s krueger and group. And so naturally now it’s gonna split apart so that all of those pieces in grover and grow and then they split apart, right, like that’s natural growth cycles for many different applications. So i think for me at least it’s at that place. Now where it’s grown too big for it to be meaningful. So now i have to break it into parts where they’re meeting again in breaks. Evolution? Exactly. All right, i should have said earlier there’s there’s a bit of a delay between amy talking that’s because we’re working on a sort of strangely relieved system would buy phones. And sam is according to having trouble with the regular phone line calling the studio that’s actually kind of interesting. I mean, it i’m forgetting because there’s no mike in front of me now i’m just talking to you on my phone. Come on, yeah, it’s like a more personal conversation, even though i know i know intellectually it’s going to be recorded and they’re in the over twelve thousand people listening, but it doesn’t feel like it right now. You know what you’re like? What is the scene? Because in my mind, i’m picturing you on the phone and not picturing you, you know, i’ve seen i’ve seen the studio and been able to record in the city, so i know the setup and i normally khun pictured you sitting in the microphone looking at sam’s at, you know, african, hold on dh it always feels like oh, i’m calling in and i’m being, you know, put into the system, and today it feels like you and i are just having a conversation. It’s very interesting how much of an impact that makes exactly i know, even though we know for sure, yeah, even though i know sam is still sitting next to you. Yeah, i mean, i’m in a different chair on this side. I know it is interesting that really it’s what i think about it, it feels more personal, and i’m very comfortable with mike in front of me, but this feels a lot more personal, even though intellectually i know it’s, not just a phone call between two of us. Uh, all right, well, thank you again for for sharing world was opening up that way that the evolution you also want to encourage us to connect people. Yes, well, i mean, i barely everyone needs to be doing that. But i know that from me. I take a lot of of happiness from and really enjoy making connections for people. Because in my job i have super privileged to meet just a ton of people every year, you know, i travel a lot i presenta latto and part of an organization that connects thousands of people, you know? So i just i make so many connections myself, i’m always thinking about, oh, i know someone that i could connect you to, you know, but i often have felt at least over the last year, even though i think of that i don’t have a lot of tools that i have developed for myself in that moment to capture the idea. Like, i always assume i’ll remember, you know, a week later when i’m back in the office and then i’m like, i’m going to connect somebody, somebody else who knows who those people were, so i wanted. I want to think about two older processes for myself collecting cash through those ideas better because i know, you know, taking somebody says this heart is not the process that’s going to help me do that understand, put in my pocket, you know, the best kind of wear those pants like you say that booth with that person is, you know, you could do better than that. I mean, what about my method is taking notes on your business card with a hand when when i get it, yeah, but then i have to have a pen and what i found to be the biggest issue with that is that you begin that process is the number of people who print hyre, you know, business cars where you can’t write on them, like i have a laminated one, practically one yeah. Hey, yeah, so and that i feel like austin, when i’m with and then, you know, scratching into the surface instead of actually hyre upleaf exactly card course, but, you know, i always have my phone with me, even if i don’t have my wallet or my brain or anything else, i have my phone, so i’m going to test out and they would talk about this on your show, but i’m going to test out different out spur this kind of, you know, process to help me make sure that i should follow up with people and make the connections that i’m thinking of, okay, so you already have pulled in mind or you have to go. Yeah, i have a few, you know, some of them are based on getting someone out there starting some of them are more life pre-tax management depends on what works, you know, for my process in that, but there are a few that have been recommended to me, but i’m going okay, but overall, just be willing to do going to connect people, and i’ve always found communism that’s a basic latto tenet of fund-raising too. You don’t only know dahna silo a donor or potential bonem relationship only to yourself preserve it only to yourself, but to introduce two persons to other people in the organization, other potential donors because they might have something, you know, they might have a mama’s group, they might have killed your comments, or they might have fourteen in common. I don’t want to go into more detail that fort because of myself, but, you know, they might have muscle cars also wanted i don’t mind fixing things i don’t know anything about, you know, whatever they have in common, you know you want to make connections, and yeah, i mean, we’re in a connected world exactly much some people can isolate us a little bit, but we’re not actually well, what i really wished i haven’t found a way how anyone that has any of you listening to me? But i really wish that link in had a component where i could put, like, on my connection between myself and you. This is when tony and i first met or business when need in our first radio show together, you know, whatever saying feels noteworthy, you know, like a personal, personally, but you you got the public didn’t see that you know, this valley on adding it to your profile or something, but that’s where, you know, so many people rely on track of all of their professional connections. I wish that there was a way that just have a note that said, this is the conference where not person or, you know, come on and talk about whatever, like a mini prn exactly, you know what i’m like? And then what was great about leikin for me, we’ve gone down a rabbit hole, but, you know, none of the listeners stoploss now, so i hope you know what i think is great about later is that you coming out of u and i instead of making us somebody, you and i may know each other because of the radio show and maybe, you know, because i was in new york. And we attended some non-profit meet up together or something. But to you, that could be a really small part of all that is tony martignetti professional world, right. And and it’s, helpful for me to know this is how i know the person that i really like going to link into that i could see. Oh, wow. Tony has done all these other things. He has these other connections from other professional world that i’m not a part of versus creating your lot. People invested in time and making that personal database. The business card they collected people they meet, but it’s on ly then this sliver of how you know that that’s my life relying on lincoln, because then people can fill out their entire world, right? And i only knew them from one piece of it. But now i can still see oh, they have done all these other programs they have had these past job. You know, all of those other pieces? Yeah. It’s. So much more than you know about them. Okay, yeah. Unfortunately, i have to. It injects the artificial ality of being on show and you’ve got a way to take a break, okay got to take a break. Tell us credit card payment processing the video. They want you to watch the video. I would like you to watch the video. It’s not a long video. It’s tony dahna slash tony tell us, explains this whole process of business is switching over to tell us what the advantages are, how, how easy it is seamless it is, um, remember if if it turns out the tellers can’t save them money on their processing fees, then you get two hundred fifty dollars for each referral that you make that they can’t save the money on, but odds are they’re gonna be able to save the money, and then if the company switches that’s, where you get this long revenue tail, you know, there’s a hundred percent satisfaction rate among businesses and non-profits at tell, oh, so this is going to be a long, long revenue tail they’re going to keep your business is satisfied that make the switch and you’re going to be getting fifty percent of the revenue that tell us earns month after month after month so, you know, start thinking about the businesses that it makes sense. To refer local trucking company and i hope they’re drivers are home get there’ll be home each week messenger service but i hope they’re bikers are wearing reflective vests. The chinese restaurant. They gotta have general tso’s chicken, right. Make sure you try that italian restaurant, and i hope they offer a whole wheat pasta option. Please, please vote for that. If they do the thai restaurant on dh, you know, tie. You know they don’t use chopsticks taii with a fork and a spoon and spoon doubles as a knife. So check these all out. Think about the businesses. Watch the video, tony. Dot m a slash tony tello’s now back to any sample ward and her twenty eighteen plan more than any simple ward let’s. Keep talking about her twenty eighteen plan. Um, have you got everything you wanted exhaust on? What lincoln would do a little bit more way could spend when you’re talking about what i wished for every one that’s out there, but yes, for now. And happy to resolve that. Okay, so we still have a couple more minutes together. Okay. Um what what? What else you got for us? Years? Twenty eighteen plant. Well, you know what? Vincent, from the iss back when i was writing a book or having to publish content were regularly in-kind another book, you’ve done, all your books, i don’t know, and i’m happy to write another book, i just don’t know what it would be on, you know? So send your ideas my way, way, you know, different when i was in times of having to create a lot of content, it was easier because it felt like, on actual deadline, you know? And so since then, especially the last year, so it is always on my list, you know, i need to write several articles are i’ve even committed to this outlet to write something, but it is always the last thing on my list, you know? And i just hate that at ten we call it a shame spiral where because you feel that about something you then don’t engage with that day, but if they’re not engaging with it, more time has passed, so they feel worse about it. But then you feeling more like not with it? So then, you know, to learn will go by and i have to, like, reach out. To that outlet and say, so what? I’m honestly really sorry that i’ve not written this article i submitted a few months ago, but also i feel like so bad that i maybe can’t ever write it because i just feel so bad now, you know, it’s only this it’s so late in the relationship with partly from back-up abila what’s on now, i have somebody i owe something to boy, it was even paid content and he’s a good guy, and he sends a reminder once a month on, and i think i’ve gotten like, for those mind way still talk, we will talk about that. I know you just go down the way with viral. The one thing that we’ve started talking about is same claim instead of kayman viral just saying at the beginning, you know what? Like there is something about this project or the commitment or this act that, like i know is going to take me into same finals, i’m gonna own it up front and, like let’s, change the topic of the article. I’m obviously not interested in this one if i’m not going to connect, you know, whatever, whatever it is, just two more since claiming and lesson spiraling because i really like creating content, you know, sharing whether they’re my ideas are other people’s ideas from interviewing someone or whatever. I really love being able to create value and share content with the community, but i know in his destine such a source of that same spiraling. So this year i really want teo again. Maybe this is similar to the one where where the focus is actually on creating better thing for myself. But i want to find some ways where i do my calendar. My us on my mental state create room for those commitments instead of feeling like i always have to something for something now? Yeah. Playing your same one move. Exactly. Exactly. Okay, did you have any, uh, platforms or after that suggests that way? Just keep an eye on. Not that we jumped in, but anything emerging around the inten conversations that we should look at, you know? I mean, i posted it from staff, but i haven’t gotten a lot of answers back. A lot of folks are more about left. About three asked you. Have you have on your phone or something? And more about the way content outlets are changing. I think you were talking about on the show, but also we’ve all probably witnessed the way that content people, news content and in-kind contributed, you know, individual content changed in the last eighteen months because of the political landscape on dh peer-to-peer organizations are certainly a part of that shit, you know, both sensational kind of content and very, very pointed content and so dafs are less may be interested in emerging individual act and more what what’s gonna happen or what has already happened in with the way that content is being published and who’s sharing it and who who had the privilege of publishing that content, you know, and all that gets wrapped up in that that’s interesting because i feel like it’s related to a couple of things you and i were just talking about, i know that, you know, setting aside time for creative and, you know, getting over these obstacles that got, you know, changing the contract, but i think you said it must be that interesting, teo three months on, doll so you know what we started when dilgence talking about so the way you are feeling the way you are using you devolved, you’re you so, you know, the the huge platforms so i feel like i feel like the way the staff is has responded to you is similar to what you were thinking yourself sounds like, right? Yeah, yeah, in a way, for sure, and i think people came out it from different experiences themselves or, you know, different kind of focuses, but ultimately, i think everyone does center around that idea of who who’s behind all this microphone to smooth talk on them study was saying, how is this in passing? All of our community is how is this impacting our work? How are we a part of it? You know, what i’m basically saying is that they all are jealous that you’re on the radio every month, another country? Yeah, i remember you now the center of the universe, the way that’s, my believe that’s my interpretation of what you just always right on, you know, it’s right on and i and i hold it over all of that. So wei have one minute left together and i really have more than more than useful nastad out for non-profit technology. Conference twenty k. Yeah, the ntc this year will be in april, april eleventh through thirteen, and we will be in new orleans at the convention center on the the kind of plan on a longer hey insider protest is that the conference is wednesday through friday, but that we spend is a friend’s porters oppcoll so come come for the npc day for the french quarter enjoying new orleans. Awesome, thank you. A simple words, social media contributors piela then ten at ten dot org’s she’s at amy rs board thank you. Maybe i really didn’t know. Yeah, it was really fun getting to a phone call version. I know i agree. Vice bite-sized next week it’ll be a winner. There are no losers on non-profit radio. Well, maybe one i’m working on it. If you missed any part of today’s show, i’d be seat. You find it on tony martignetti dot com were supported by pursuant. Unlike tools for small and midsize non-profits data driven and technology enabled tony dahna slash pursuing bye weinger cpas guiding you beyond the numbers wagner, cps dot com and by telus credit card 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 by susan chavez, and our music is by scott stein. You’re with me next week for non-profit radio. Big non-profit ideas for the either ninety five percent go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine am or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you gotta make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones me dar is the founder of idealised took two or three years for foundation staff to sort of dane toe, add an email address. Card. It was like it was phone. This email thing is right and that’s, why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gifts. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for January 5, 2018: Free Software/Consulting in 2018 & Integrated Tools

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Peggy Duvette: Free Software/Consulting in 2018

Oracle+NetSuite offers valuable products and technical assistance to you. What’s available and how do you take advantage? Peggy Duvette, their head of Social Impact reveals it all.

 

 

Amy Sample Ward: Integrated Tools

Amy Sample Ward

Amy Sample Ward, our social media contributor & CEO of Nonprofit Technology Network (NTEN), explains the value (and challenges), of integrating many of your office functions–including social engagement–into a single platform, like Oracle+NetSuite. NTEN is in the midst of integration right now.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host happy new year. I very much hope that you enjoyed time with your family friends for yourself. You know, i i’m always preaching solitude. I hope you got some of that too happy new year, lots of good wishes and i’m glad you’re with me. I’d be forced to endure the pain of gastro mix arria if i had to stomach the idea that you missed today’s show free software and consulting in twenty eighteen oracle net sweet offers valuable products and technical assistance to you what’s available and how do you take advantage? Peggy duvette their head of social impact reveals it all and integrated tools kayman sample ward, our social media contributor and ceo of non-profit technology network, explains the value and challenges of integrating many of your office functions, including social engagement, into a single platform like oracle met sweet and ten is in the midst of integration right now on twenty steak too. You’re twenty eighteen all this month, responsive by pursuant full service fund-raising data driven and technology enabled tony dahna slash pursuant and by wagner, cpas guiding you beyond the numbers wagner, cps dot com tell us turning payment processing into your passive revenue stream. Tony dahna may slash tony tell us here is peggy duvette with free software and consulting in twenty eighteen it’s my pleasure to welcome peggy duvette. She has been a thought leader in technology, social change and women’s leadership for over five, fifteen years as the head of social impact at oracle. In that suite, she is responsible for the donation of the nets wheat products to non-profits located around the world as well as the capacity building programs. Peggy is at peggy duvette. Peggy, welcome to the show. Well, thank you, tony and i have to be here today, it’s a pleasure. And i’m anxious to talk about what? What? What? What’s being offered because this is i want to share this with our listeners because i fear that there’s not great enough awareness on de so i want to do what we can to increase the awareness of everything that’s out there. Um, just just give us a little bit of the history. It was just a year ago. There was ah, nine point three. Billion dollars purchase of net sweet by oracle what what was what was going on there? Why? Why join forces one turned forces? I think you know, our mission is very similar to our recalling a sense that we we’re interested in accelerating the social impact of non-profits all around the world on what better way to deal with hyre recall, if you will so we can complete that mission. We’ve been blessed. And now that we are part of a recall program has grown and we’re able to support non-profits globally again, regardless of the ability to pay. And how do we do that? We do that by all means we give away a dignity donations to our software program, and we also offer capacity building services and probono services all around the world. Yeah, and we’re going to we’re going to have enough time together to get into the details of that on dh how non-profits take advantage? So i i assume this this new relationship is going well. Yes, yes, it has been going very well. First year. Okay, s so you were at you right in that sweet. Sounds like yes. That’s, right? You know, i started my background as an executive director of a nonprofit oppcoll wise earth in the bay area in california, it was a small non-profit under one for five million, and i remember as a needy, a heart it wass to, you know, to look into technology. It was overwhelming when, you know, very technical on remember trying to talk to partners, vendors, you know, leaders in the field, and it was super overwhelming. So when i found out that nest with that, sam was looking for new leadership, like that’s intriguing, you know how friend it eas to, you know, have access to an amazing technology, and then our powers many non-profits to leverage that have been quite a fantastic journey, and that meant, yeah, excellent. And now the latest, of course, the the coming together with with, with oracle, i don’t want to cause a partnership, but collaboration now and and so even greater distribution possibilities and greater possibilities for non-profits so you are responding, working within the social impact. So just before we get into detail about the offerings, just what? What is the mission of social impact within oracle net suite? Sure, our mission is to accelerate. The full impact of non-profit and so fun surprises globally, we got a list of the ability to pay with their signature programs. I mean, to date, we’ve served around a thousand non-profits we’ve offered about ten thousand hours of probono, which is, you know, they couldn’t around one point, five millions of probono hours given to our social impact restrictions and let’s, eso, let’s, go into what the offerings are, i think, for people who are aware that that you know that these donations are out there. I think people think predominately of the software, the products, but but there’s offerings beyond that. Right, i think what you need about necessary call social impact it it’s not just about that techno generation. Well, i mean, that technology is important, you know, when you think of running a non-profit what we want to put more of our resources on a program area, we still need to make sure that we manager data, that we do our report right to abort the quarter and so next is and the rpc sam, it allows you to, you know, run for operations, you know, if i want to think about an example of a social impact metoo non-profit that diverting nets with right now? I mean, i could serve the legal aid to tidy of rochester so it’s a small non-profit that provides probono legal services might in the new york area, they have around fifty employees on dh how did the leverage that street? You know, they basically been able to user accounting, self tour, get the old time insights into the costs and revenue stable toe basically said time in terms of on hardware and mention it. So those kind of services never that sexy to think about, you know, all the back and operations. And how to manage that. But at the end, when you able to spend less time on your record keeping on your back and operations and you can really support the audience that you’re trying to serve. So next witness for informer, you know, its key offering is about helping non-profits focus on the mission so they don’t have to worry about the back and operations. But as we know, you know, undertaking technology chance for another bit of any side, whether you one hundred fifty milion or if you wanted to run, it can be overwhelming. You know, alfred, you tend to jump chanpreet technology, and then you forget that it takes much more than just taking the software. So what was talking to me at the time when i joined the company is the fact that unique kind of the opposition, which is not only, you know, we will help you identify whether net suite is the right software for dignity to foryou operations, but once we’ve identified that, and if we basically affected uto through a program, then you have access to a probono services and a sweet probono offering is very people what we do is we match our employees will are experts in next week with social impact recipients, and every quarter you have access to basically probono i was from employees so it’s, very generous offering from arika net suite and like i said, two days we’ve offered around ten thousand hours of probono yeah, okay, we’re going to go out with our need to take a break shortly, and then we’ll come back and we’ll get into more detail about the especially about the software, but but also the probono in the capacity building, so you need to take a break pursuant, data driven fund-raising field guide that is their newest resource on the listener landing page, which is tony dahna slash pursuant capital p please. There is so much data available to all of us, it’s, you know, feeling like overload if you don’t know how to manage it, if you’re not being thoughtful about data management and we’re talking just about the data that you have internally. So this field guide is designed and will make data less daunting for you. This is what it’s got five high level steps you can take to translate your business objectives into action real world case studies showing you how other non-profit org’s are using data to achieve their fund-raising goals and a worksheet with thought starters to help your team find the right focus and begin building a data driven culture. It’s the data driven fund-raising field guide tony dahna may slash pursuing capital p now back to peggy duvette hi, peggy let’s talk a little more about what the technology offering is aside from a cost accountant costing cost management accounting. I know there’s cr em. What other technology? Ah, it’s helping to manage the back end. Buy-in i think you know what would recommend with technology likeness suite where you can literally, you know, run your whole operation. It’s tough with your financial first. You know, eunice with twenty financial, make sure it meets kind of you day to day operations for management for the board. And then you can expand to c r m to invent tree control to, you know, being a web store. So you get pretty much do it all and, you know, depending on non-profit we serve, they will leverage next week for a different use, obviously. But i think what’s key is because you can. Do it all and a lot of ah non-profit that we serve will tend to be attracted innocents because they have this persistent, you know, so desire to bring it all together into a unified system. So, you know, if i think of food for the hungry in canada, you know, they help comedians and developing nation in africa, asia, and and, you know, at the time they had dispersed zsystems you know, it takes time to maintain eso by basically using nest with a unified system and also take on the e commerce, they’ve been able to basically increase their fund-raising income, spend less money in tow support, but more into fund-raising so they can support more than program, it can be especially cumbersome when there’s not even a disparate programs, but there’s a combination of programs and spreadsheets, you know, trying to manage that way, you know, i see that sometimes and it’s it’s just such a drain on time and efficiency. Duitz yeah, i mean, you need to you need to use the technology that’s out there to help you lorts right, and i think what’s, even more important, you need to write you need to use the right technology because i’ve seen especially for the smaller non-profits maybe under one million, we tend to want to see that free tide would get excited, you know, critical she can, you know, i can use this, but but what i would say over and over is remember, freeze, never free. It takes time to train new staff or you volunteers, but you don’t have any staff dedicated. It takes time to implement it takes time to documenta intimidations and then you know what went stayed in her group is not that you just used next week, but you leverage message foryou, mission that’s where we want to see they used the technology on dh that leads to the second of the three offerings under under social impact. The sweet probono where net sweet employees will actually spend time with you helping you on board and leverage the technology. So let’s, talk about let’s. Talk about what’s available there buy-in yeah. So i think it goes back to what we were discussing, which he’s wants you. You’ve made the decision right with you. Bored with your constituents to undertake any technology. How do you ensure that you leverage that? Technology so it’s past kind of like a date to the operation is how do you insure that the things that happen you could actually make strategic decisions be more efficient with your reporting and so a lot of non-profits decisions from the dignity of the nation applying ana quietly basis, you know, it could be anything from, you know how to import my data into this sweet teo, for example, with canada, they recently had a probono project where they work on the dashboard on, you know, they serve a lot of non-profits that they want to be able to have the dashboard, so they understand where the service is offering are going so again, probono is being used as a way to help diving to some specific operation parts of the business. Ah, and have them understand how they can leverage next week for that piece. How much probono time r ah, are the your employees e-giving each year? What? Is there a requirement? Right? So our company’s global so today we’ve given around ten thousand i was probono right on the quality they sees, you get basically a team of two to three employees that they tend. To give him on twenty hours each. That’s pretty generous. Andi remembers, was the expert something? The biggest opportunity for the perfect is, you know, what do you need? Right? And then we able to match you with ernest it in place. You can then help you. And then, you know, if that first put it works, you can apply again the following quarter, right? This is not just a one time offering. Okay. Okay. And the help that there are that they’re providing is just around use of the the net sweet products. Yes. That’s, right? Yes, that’s, right? I don’t think we do. Also, that might be a little unusual is when people, when non-profit starts being interested in a technology donations, you know, we have a very sore application asking a lot of questions from, you know, you know, what do you intend to do? What problems that you’re trying to stall? You have a sponsor? Do you have dedicated, volunteer, dedicated staff? So we’ll have a lot of questions really prompt the non-profits really think about what it they intend to do, and we also very comfortable saying, hey, you know, did you really think about this maybe you might not be radio you may be really again, it’s very important for us to just ensure that and one does not take a dignity for the sake of taking it, but more liberating. Yeah, okay. And we’re gonna talk about the metoo process shortly, but so, yeah, so we’ll we’ll come to that. Anything else you want to say about the probono a third of this, the social impact offerings that this generous volunteer volunteerism? Yeah, another programs that were recently lunch, which is around our capacity building element is with lunch this year of financial section reading court and what it is as a non-profits kind of apply and get accepted into the program. We bring them into cohorts of, you know, between five to sixteen, you know, five to fifty non-profits and then together, they basically going to go through a twelve with programs where they are going to be learning how to set up the basic financial of next week. And and what did you have to do? This we, you know, over the years as we served? I mean, at the commercial level, we’ve served around twenty five thousand, you know, organizations so we set up a lot of you know we’ve got a lot of learning and ilsen living practices. So we basically does love this training material to have the non-profit leverage our leading practicing, andi so they have all the pre configured options, and they can set up the basic financial. So then after twelve weeks, they can actually go live on the system. And the reason we’ve been financials actually within the cohort can a format is to ensure that non-profit can learn from each other as well. Says that we know is that when you’re known undertaking such a journey, you can be a little overwhelming. And so we built for this program. You know, it has no charge. It’s sound an education, basic, but we do that once a quarter and it’s bean extremely successful and again it’s it’s about, you know, how can we help non-profits field days technical capacity on whether they have a dedicated, paid staff or fall into a run, and this is called sweet capacity. This is the third, yeah, it’s, certain moments difficult financial accelerated, oh, it’s, not called sweet capacity anymore. So we were gonna have many tr capacity is basically a lot of buildings on vehicles and finish that. Okay. Okay. So what else then is available? And so so what you were describing is that’s a twelve week provoc program. And and you just do that once, right? Because that’s really the onboarding and the implementation of yourself. Is that right? You think about it. You know, perfect scenario is your high. You get accepted, you know, you have access to, you know, our license, you know, for free to a base in mission program. Right? So you get the license, then you apply for financials. Actually, with a cohort get accepted within twelve weeks, you go live on the system with running a basic financial, and then you can start, you know, applying for probono if you want to start leveraging so the dashboard or looking to other aspects of necessary that you want to start using. Okay. And reiterate that you know, there any reason why non-profit might be interested in that tweet? You know, one could be that they are next. And, you know, they want a software that can start helping render financials, right? Yeah. Get off springstead. Yeah, another reason could be going from quickbooks. Also having this existence have been extend that wanted to be able to scale and have one basically a doctor that can do it on. Yeah, and quickbooks especially, you know, that’s not made for non-profits that’s made for businesses. Yeah. Yeah. All right, all right. Um okay. So let’s, let’s move then. So we’ve talked about the three different components of what social impact offers. What let’s talk about how you apply and what’s in what’s involved the application. You start, you start online so you could apply to two different ways. We have a partnership with a text. I hope you know, listeners here’s about takes up it’s a wonderful organizations that provide a technology of discounted rates. So if you’re interested in that suite oh, we also for like, a minute on brown toto, the software that can be discussed later. But you can go through text soup and apply there. Or you could go directly to a website as the nets without com slash social impact. Andi, you would kick on, apply it’s a pretty so application again, you know it’s important to us, that the non-profit krauz understand what it means to undertake a technology chance, so we’ll ask you a lot of questions around, you know, what problem are you trying to solve? Are you really to undertake that technology change and you have the difficult capacity, and once you apply, you know, we’ll attend me. Traitor will contact you, and then you’ll be in touch with basically people in so short, that group to discuss a can of ah ah, software. And they give you a little. Yeah, right. So so there is going to be a personal aspect of this somebody’s actually gonna talk to you. That’s, right? That’s, right? Yes. Okay. So common thing too. Yes, different talking to somebody because, you know, we understand again that non-profit please can vary depending on the size and the mission. S so it was very important for us to be able to create that personal connection. And we’re lucky to be able to do that and have the resources to do that. Andi, i want to repeat the earl it’s it’s, not sweet dot com slash social impact, right? Fact? Or of course, you know, i think it’s interesting. That okay? And you know, if i want to think about some of the data we’ve collected over the years, summers self-funding mission recipients last year eighty seven to ten off a non-profit you know, seekers were saying that next week was going them to do things that they could not do otherwise with the size of the staff and budget so small. Non-profit i could not normally afford, you know, technician that left with are finally able to do things that they couldn’t have never twinned up thirty also, this ability to divert resources to focus on your mission instead of focusing on the complexity that is true impact when you get statements like that, that we’re able to do things that we were not able to do. Pre-tax win, yeah, yes, all right, so and what what types of organizations so you’re looking for when we touched on this a little bit, but let’s, let’s flush it out. What? What kind of challenges should people be able to document it? Sounds like size is irrelevant. Tell us little more about what? What you’re looking for when you review read those applications, right? Yeah, no, totally so yes, size is a real event and it’s important to us because we really want to support non-profit oh, non-profits regardless of their ability to pay and so it’s not perfect at a budget, you know, we’ll have a team that can help them if they don’t have a budget. We also have the social group that can help them, you know, again, it goes back to why, you know, why do non-profit need technology for the operation again? I think what’s important? Are you trying to solve? You know, do you have a problem? That’s accepting emissions and your delivery ofthe program? And if that’s so you need more transparency young, exponential, you know, i’d be able to have reports to board on the time you matter are used for countless hours creating those reported yes, every color, every boardmember sweet, definitely in the right position for you, andi. So, you know, we will ask you those questions for the application, nothing that will ask you as well, you know, is what kind of system are you currently using? Because if you’re using this system, i’m not a powerful, but you’re not leveraging this. Maybe you’re into another system that you want average might. Not be the right thing on, so we’ll definitely ask you about. You know what system you’re using to generate you, but your actual, too. When your perils that compass, if people all of that on dh, then we’ll ask you about some of the challenges that you’re willing to work on. You know, with your staff, a newborn. Is it important that the that the board is involved in this process? I wouldn’t sit in for its importance, i think what’s more important is whether the person that’s interested in doing that changes is an executive monster we’ve seen over the years, especially when it’s technology implementation that it’s important to have an executive bouncer meaning either add management level or boat level that support kind of the shit of technology because, again, it takes a lot of effort to intimate and then to train and volunteers. Yeah, it’s ok. Eso having a sponsor and it sounds like, you know all this leads me to believe, you know, you don’t want this software whether donated, have paid for, um, languishing on dh not being leveraged that’s, right? And if you look at, you know, at and ten right and ten released a report every year, i think that the failure redder, contextually implementations one fifty percent in the u s mom, i know this is why it’s so important to us as a people fear of the education that they really ask themselves the question, right? How many hours is the person responsible to manage intimidation is willing to allocate, right? I mean, you know what? You could have spent training. And documenting the implementation i value we know in the nonprofit sector people who take right there’s a lot of changing that you don’t want to invest in a new technology, and then a month later, as that person leaves yeah, right, there’s no continuity. Yeah, yeah, yeah, we know in ten. Very well on non-profit radio amy sample ward, their ceo is our social media contributor she’s on each month, right? Amy is ordered for nine in-kind is actually literally going through an implementation with that right now. Really? Oh, excellent. Oh, actually, right next time, maybes on i’m gonna quiz you about how it’s going. Okay, outstanding that’s it well, it’s a great organization to smartly leverage technology that they should be able to give you some wonderful testimonials further on, we bless. Like i said, we have non-profits oppcoll size, you know, sex of global, which is a pretty good politic organizations, right? We have, you know, we may have that legal aid society in russia. So that’s tiny again interest is, you know, if you’re ready, we here and we could to support your the foundation center is another good example there they’re very big throughout. The country i’ve spoken, they’re here at the headquarters in new york foundation center as a ah uses that uses you extensively. That’s, right. That is an excellent excellent. All right, we have about a minute and a half left. Peggy, what do you want to leave us with to encourage non-profit t seek you out? I mean, nothing of all. I think of the industry and heart technology’s evolving. You know, as some prosecutors, we need to leverage better technologies for missions. Right? So i want her and critter leaders out there, tio, you know, to the diligent work explore, you know, really explore what problems they’re trying to solve it. They can really, you know, ken of the back and operations. So they get the commission, and our tony street is here. You know, we’re here to help the sector. We’re here for the long term and would be delighted to help you. So that journey if you if you wish and desire to do so with us. All right. Excellent. Peggy, thank you very much. My pleasure. Thank you very much. She’s at peggy duvette dvt. And again, if you want to apply, you can either do it through text soup or at net st. Dot com slash social impact. We need to take a break. Wagner, cpas here is a testimonial quote. I was new at my position when i began working with wagner cpas. My confidence has grown knowing that i can rely on the professionals at wagner to answer any questions and make recommendations that will ensure the success of our non-profit parenthetical. Here we see the sea piela going beyond the numbers close parenthetical. We were given a sound advice enabling us to increase investment income while at the same time protecting assets. Parenthetical here was seethe see piela going way beyond the audit that they were hired to do. Close parenthetical. I trust and respect our audit team and look forward to their annual visit. End quote. No need for parasitical parenthetical because we just ended the quote. And here we see this pepe doing so well that their client looks forward to their return in the next audit season. This is from an unnamed but nonetheless reputable midsize midwest religious organization. So check out rechner. If you use them, then you can expect them to go beyond the numbers for you. You’ll start looking forward to your orders. Is that realize that even possible you’re looking forward to your audit season? Well, mr or miss midwest religious organization says it israel it can be you. You know you can trust the word religious organization. They’re not gonna lie. If you don’t trust them, you can trust me. And if you don’t trust me, then there’s your life. Your life has no meaning. I regret i feel bad. I feel awful for you. Trust us. Trust us. Here. It non-profit radio. All right, so we’re a little i got a little off the path there, but the point is whether cpas way beyond the numbers, you know, look at how they’re coddling this client. It’s. Amazing. You can work with heat coach tomb, you coach tomb has been on the show twice. You could check him out to ten. Seventeen and a eight, seventeen. Fifteen two shows he’s been on weinger cps dot com. Now, time for tony’s. Take two all this month on non-profit radio it’s, your twenty eighteen planning starting today and for all of january were all about your twenty eighteen plans. Would you like free business coaching in? Twenty eighteen we just heard about free software and an implementation and capacity building consulting about business marketing coaching in twenty eighteen we’re goingto have guessed from score tell you all about that what is the new tax law mean for your twenty eighteen fund-raising plan? Jean takagi is going to parse it all out. Maria simple will have her twenty eighteen plan. Any sample ward we back later this month with her twenty eighteen plan. Andi, i’m going to do start your plan giving in twenty eighteen. I said that wrong. I’m going to do start your plan giving in twenty eighteen emphasis on the wrong part of that sentence. And i should’ve been on the on the subject of instead of the somme junked of many of these are pre recorded. Oh, yes. On a day where we had studio technical problems. So i apologize in advance for the poor sound quality. I mean, they’re horrible, but they’re not up to ah, not up to the typical non-profit radio standards all this month, your twenty eighteen plans, all you need to do is listen. That’s it. That is tony steak too. And speaking of listeners we gotta do. The live love it’s going out it’s going it’s rampant west palm beach, florida. Portland, oregon. Framingham, massachusetts. White plains, new york, germany, guten tag son ramon, california, xero oshima, tokyo and toko ri zawa, japan. Konnichiwa! Rosenberg, texas. Lansdale, pennsylvania. Tampa, florida. Woodbridge, woodbridge, new jersey you’re pissing me off. I want you to identify yourself. I demand it. You’d identify or stopped listening. You are so under my skin. It’s unbelievable. Woodbridge, new jersey now live! Listen love out to woodbridge, the netherlands live listen love to you and the united kingdom of course, i don’t know whether it’s ah england, northern ireland, scotland, wales by population, of course it would be englund, but that’s that’s what? The probability can’t be certain united kingdom live listener love to you wherever whichever nation you are in the podcast pleasantries. Thank you so much for being part of our podcast audience know the vast majority of you, it’s, probably like two thirds or so are catching us on itunes, and then stitch is number two and that drops down to, like eight percent or so. So it’s a big difference between number one or number two and then lots of small podcast platform’s doesn’t matter which everyone you’re you’re ah acquiring non-profit radio from pleasantries to you and the affiliate affections to our am and fm stations throughout the country. Another one maybe coming on. I don’t want to jinx it. Another one may be coming. Yeah, yeah. In any case for the current am and fm affiliate listeners affections to you and chef award she’s here, she’s, our social media contributor. Yes, standby, please. While i give you your august introduction that you you’re deserving of hyre a zoo because you’re in august personage. So you deserve in august introduction, our social media contributor and ceo of intend the non-profit technology network. Her most recent car, third book, social change. Anytime everywhere about online multi-channel engagement, you’ll find her at amy, sample, ward, dot or ge and at amy rs ward hello and happy new year. Yeah, happy twenty eight, thank you very much. Thank you for joining us for amy’s twenty eighteen plan. Yeah, it makes sense, and i had a segment called amy’s twenty eighteen plants figured it made sense to bring you on and do it. Does that sound that sound logical? You’re the aptly named you know, you’re the aptly named guest for the amy’s twenty eighteen plan segment that’s all i’m saying so that sounds great. So you had good holidays first? Yeah, good holidays. That and an office was closed, so everybody was taking the whole last week of the year off, eyes the week between d’oh um, okay, so let’s talk about well, you’re you’re gonna be i didn’t mean to confuse you or the listeners. You’re going to be joining us for amy’s twenty eighteen plan that’s later this month. Today we’re talking about integrated tools. Sorry about that. Did iraq? I could use myself. Sometimes you confuse me a little, but i figured i would just roll with it. You wanted to have i amuse myself and also confused myself. Now, of course, today we’re talking about the integrated tools was confusing with tony. Stick to what i just said you’re gonna be on for amy’s twenty eighteen plan that’s later this month. I believe that’s going to be twenty sixth of january. Okay, so first i have to ask. You know, i was i was pleasantly surprised when i was talking to peggy that was obviously pre recorded, but to find out that in ten is taking advantage of the oracle, that sweet offerings. So how’s it going well? We were not up and running in it yet. Cohort programs that peggy was talking about eyes, something that antenna has participated in. And in what is probably not recommended for a technology migration, we had a staffing change for the staff person who was leading the micro wave. Just she and i talked about that. I’m sorry she and i talked about that. You need tohave you need to have consistency across. Exactly. So what was really beneficial, though, is that the consistency across ended up actually really being the probono team because they had been a part of, you know, facilitating the cohort that anton was a part of in addition to a number of other organizations, kind of going through the setup and decision making process for how you want to implement the tool. Andi, all of their process include kind of worked bucks, sir. Worksheets. You know where you’re kind of tracking? Ok, this is how we want our piano report toe work or this is the new chart of accounts were going to use, you know, whatever you’re putting into the system, you’re kind of tracking that and work sheets. So we had both documentation and the probono team that were consistent, even though the staff lead changed during the process, which i think is pretty unique for a software migration that people may be going through, and we’re now hopefully, in a month we’ll be, you know, over and using that as the primary system versus existing systems were getting close, all right, that’s, a that’s a big deal than this migration tio this integrated platform that’s going to be a big deal that’s an important time for you. Well, at least for now, it will be just as integrated as our existing solutions are. It will just hopefully be more dynamic and robust with that data management that it has and all of that, we use it primarily for the financial accounting, even though next week itself has many different. Okay, i see. So you are. You’re integrated now you’re on a platform, whatever. It’s integrated now, but you’re looking for more robust sounds like data data analysis report. Okay, excellent. Excellent. Now one of the things that she asked do you feel that there’s anything like technology wise that holds you back programmatically at ten? Yeah or no, you might not feel that way. I mean, wait, we try really hard to not let our technology dictates our programmatic decision, which is a challenge. That’s not the world that technology is built in right technology has built with the assumption that, like, once you use our software, everything will be better, because of course we’ve thought of everything, and we know exactly how your data should be structured and all of that which any of us, that our users no that’s, never the case, but so we try really hard to not let technology dictate our program decisions or plans, and i would say that then creates more of the challenges for us because we are we’re not saying, oh, what could this tool do? Cool, let’s do that were saying, what do our community members need? What we want? What do our programs necessitate? Oh, well, way don’t have a way to do that with our technology, so we run into more challenges that way, and then try and you know find solutions or create solutions. And honestly, i think a staff position that so many organizations don’t have that in ten does have it means we are able to in house create solutions with those problems come up is that we have a web developer in addition to a nice director on staff, so together they can, you know, work with staff to figure out what it is we’re trying to dio identifies cem, you know, possible solutions and then actually go build them and implement them in to our you know, whether it’s our website, that single sign on khun work for this tool we’re trying to add or you whatever it is. Ok? Yes, i see the value of a web developer, a coder, someone who codes and designs web solutions. You have that. You have an employee. Does that? Yeah. Okay, exactly. I would say most of what? What? There. Building and designing our integration. They’re figuring out okay. Well, if this data exists in the database but we wantto be able to make sure this part of the website is dynamic or we want to able to send an email message, you know, as soon as somebody takes that actions. How do we get all of these different systems? Talk to each other and that’s what they’re designing and implementing. All right, so, so consistent with that. No, we were talking about integrated tools, andi, we’ve already, you know, scratch the surface of it. But anything more you want to add about what, what the value of this is. I mean, how how robust it can be when you’ve got the right sweet together and data analysis. And now everything the platform supposed be doing is is humming. Yeah, i mean, there, it’s just so hard for me to try and and justify it because it’s hard for me, tio imagine not wanting everything to be integrated. You know, the power of knowing that all of your staff are on ly doing the things that humans can dio and one of the things that a computer or your website or your database continue to not work in their time doing those things. It’s huge, you know, and it means that they can, instead of having to and her data or try and, you know, run a report and put it into excel and do a bunch. Of things to figure out their answer that those things can be automated, then you know that community members are just going to get the email notifications that they need or the reminders that they need automatic when they need to get them with all the information that’s correct and that staff are there just to respond when somebody replies that email and says, oh, i can’t make it to the class. What can ideo great? That staff person only spent five minutes today, you know, helping somebody who needs to change their registration vs two hours, trying to figure out who to send a notification to which information they need. You know, i think it’s just non-profits are chronically talking about how we’re understaffed. We don’t have enough time, so let the robot do as much of the work for you as they can so that the few staff you have in the few dollars you have are going to the most important work. Yes, please leverage technology. I mean that’s. Why that’s? Why places like and ten and ten dot org’s that’s. Why it exists tech soup. You know the oracle net suite idealware. I mean, this is why these organisations exist to help you leverage technology i could be on such a soap box if we don’t have only two minutes left no, but you so that you know, i think for some organizations that feels really overwhelming on one side because it just feels like, how are we ever going to get all these presents talk to each other, but on the other side and that’s kind of a technical project management solution, right? Like, well, let’s, just figure out how we get them to talk to each other on the other side, i also hear from from organizations that well, if we automate things and they won’t be personal and that’s really what you know our community expects from us on dh, we’re just not going to automate things because it’ll lose. It’ll feel, you know, generic, and they’ll lose that human touch. I really don’t believe that. I mean, unless you’re on ly able to write emails that sound like a robot wrote them, you know, you can still write a very personal sounding, human sounding message and have that be the notification, you know, it doesn’t mean you need to be automating like your own personal outreach. But just all of those standardised things. They could still be written nicely. You can still do a be testing on them. You could still, you know, quarterly. Go in and say let’s, change the subject lines and see if he’s get better results. You can still do a lot to make them better and better and better. But you are not manually writing them every day. Yeah, you can. You can automate with personalization, the things they’re not. These things are not mutually exclusive. Okay? And we’re gonna go out for a break. When we come back, i’m going to ask you if you can take off a couple more things that you feel machines should be doing. You mentioned e mail or email? You mentioned data entry. Maybe you could take off a couple of things that even, you know, you know, if it’s in ten or not, but things that common routine things that machines should be doing for us when and so we can reduce this burden of feeling understaffed all the time. All right, take a break. Tell us. Credit card and payment processing. Check out the video. It’s at tony. Dahna slash tony, tell us and this video is going to run you through how businesses that you would refer to tell us, make the switch over there how you get fifty percent of the revenue that tell us earns remember that’s a that’s a that’s revenue with a long tail, fifty percent of everything tell us gets from the businesses you refer one hundred percent satisfaction rate, the pressure match guarantee that they’ve got and remember as a non-profit radio listener, you go beyond that, you get two hundred fifty dollars, if tell us cannot save a business money on its fees. Um then today, easy out if a business isn’t satisfied, but tell us has a hundred percent satisfaction rate among the businesses and non-profits so, you know, you don’t have to worry about that, but it’s there think about the businesses that this makes sense for and after you watch it, send them to the video like local supermarket, and i hope they have a large organic section at least lots of produce organic produce choices, thegame shop, warcraft, league of legends i don’t even talking about the liquor store i like when they have limes at the checkout that’s very, very convenient for my gin and tonics. I appreciate that the restaurant’s if the service is good, don’t i don’t like abrupt or an attentive servers st avoid those places, get them to watch the video after you watch it. Ask if they’ll consider switching to tell us and this would be revenue for you for the long term each month. Tony dahna em, eh slash tony, tell us for the video now, let’s, go back to amy sample ward. We’re talking about integrated tools. I put her on the spot. But she’s such a superstar that i know more pushes the ceo of intense. So i bet she’s probably got more examples that we have time for things. Amy, what should machines be doing for us that you feel non-profits are not leveraging. Well, a big one. I’m just thinking about, you know, so much of the non-profit radio community is fundraisers. Ah, huge one that i think a lot of organizations don’t take advantage of it, letting your data, whether that’s, your website or your database, et cetera do some of that predictive thinking for you and then just send you, you know, if they don’t automation isn’t just focused on automating things for your community. This is also automating things for yourself and your staff. So sending you a notification of hey it’s been six months since the donation from x y z you know you could put in these these are our lead pearly donors. Hey it’s been too long since the last date. Yeah here’s your reminder to go, you know, asked him out to lunch or something that i d’oh because i found really helpful and then then we don’t have a lot of really high dollar donations. And when when we do have those there’s, you know normally more of our relationship there and all of that, but any time there’s a donation, even if it’s a one dollar donation, i have set up a person so that when the person who made bad donation gets like the, you know, the normal system thank you, message and all that i’m i’m actually bc seed so i can reply to it and add a personal message on top and almost, you know, easily ninety percent of the time people then respond to that right away and it turns into hey let’s set up a call or i would love to see it with that event. We’re both going teo et cetera, and it really helps with that relationship building. But i let the computer tell me i didn’t spend, you know every week have to remember to go into the database and run a query to see if anybody’s donated as soon as they donate. I’m bc feed on the email that thanks for that so little pieces that that again focused my energy on the relationship side and not on running the numbers and, you know, exporting a report from the database every week so that you’re that you’re on time and even that and even then you wouldn’t have to do it every day, every hour. Teo to be as prompt as the bcc reminder that the bcc thatyou get yeah, okay that’s an awesome one. Alright, what help us but i because when you another one that we use a lot of here is automating. This is going to feel much more technical, technical than the last suggestion, but automating a lot of sinks between our different systems, even though that data isn’t necessarily impacting what they displayed on the website or shows up in the online community, we still want to make sure that our central database has at any moment all the right data, comprehensively across, you know, a single community member, so we’ve automated a lot of data sinks again, even though, you know, i’m sure that some people would say it’s not necessary, because, it’s, just, you know, that data isn’t technically going anywhere, controlling anything it’s really important for us that if we go the database and we look up tony martignetti we know everything that you’re doing so that we don’t just say, oh, well, doesn’t look like tony’s ever participated actually, you have all this activity over here say, in one of our online group, we want to make sure we see all of that, so we’ve automated a lot of those sinks, and the benefit of that is that we can also then set up loss of dynamic, we would say dynamic cleary’s, but technically segments so that when we design, say, a new email campaign over in the other channel, we could query against all kinds of really rich pivetti history. Have you registered for events? Have you donated are you remember? They could say, are you somebody that regularly posts in the discussion group and have attended online event? You know, a way we can more realistically engage with you? Because we know really what? Ugo yeah, and it’s all it’s all carry a ble all these attributes are queria ble. So you, khun hyper define the type of person you want toe send this new campaign too, exactly, and to be merry wonky about it. And maybe we could talk about this some other time, but and ten has a kind of four outcome impact evaluation plan, and in one one of those outcome areas is that and tens work and impact is increasing the number of what we call technology champions in organizations. So it doesn’t matter what your title is, but it’s people who, you know kind of understand that technology is central to what they mean to do, regardless of what team they’re on and that they’re comfortable managing it, making decisions and all the things that intense trying todo i had to create some sort of measurement around how many quote unquote technology champions there are we have created on algorithm that has a different point values for different activities that you’ve done within ten, some of them expire after a week, some of them expire after years with the most hyre later so it’s a very, very involved, dynamic algorithm, and because we have a central data repository that brings in all of those different activities that youve done with us across different systems were then able tto have a rich algorithm that says, actually, here is the number of people we consider attacks champion instead of saying, well, we intend wants to measure our impact. So i guess how many people came to the ntc, right and feeling really limited by system because we’ve integrated them were ableto have what we think is a much more kind of realistic you yeah, yeah, yeah, i mean, the number of attendees and we always talk about that, i always ask you and and thankfully the trajectory is always rising, but that’s really a vanity metric. You could have twenty, five hundred people at a conference and lousy speakers and there wasn’t much engagement, and the food was terry. I mean, right down to the food is poor and the the calendar wasn’t. Well organized, the communications were poor. The wifi didn’t work. But we have twenty, twenty, eight hundred people were had twenty, five hundred last year, so our impact is better. No. Yeah. Okay. That’s all right, all right. Let’s, move to some of the challenges. You know, i hope we’ve i hope we’ve covered motivation for god’s sake. You know, if you are always like amy said, if you are thinking that you are understaffed all the time, you just don’t have enough people to do the things that you need to do, then use it. Call on these organizations once i ticked off before and ten oracle net sweet idealware tech soup, let them help you with technology. And so that your your staff can like amy said, focus on what onley humans khun do and get the machine’s doing that. The routine wrote stuff that you don’t realize is routine and wrote and it’ll free up time and you won’t be understaffed. Gosh, you know, i feel like joe scarborough was on, so yeah, you know, i think what comes up often for organizations, at least in the end and community is once everything and you could think about this. And you know any other kind of area of your life once everything is integrated and tied together like a car, you know, when something seems to break, it can often time, especially for an organization who has relied on outside experts or probono services, etcetera to set them up, it can be hard or feel very dante nw to diagnose. Well, what is the part that’s broken right on. Sometimes we erroneously and problem solve that right to figure out. Okay, well, even if we have a suspicion of what we think is broken, how do we solve it? If again, it’s still part of this connected? Yeah. And sometimes we erroneously blame, blame technology or erroneously blame people because we we haven’t really adequately tested whether where the real problem is, and then we go down a wormhole chasing something that’s, not the real cause of the problem. All right, directly. And, you know, i would just remind folks that even if it does feel daunting, like we have all this integrated systems and now something is broken, i would still argue that you’re in a better position to try and have ah, quick fix kind. Of band aid work around and then create a better solution in an integrated system set up than you are if you have isolated systems, because what does that mean in a world where you have isolated systems? If something breaks that entire tool, whether it’s housing data or messages or whatever is currently out right in an integrated system, you mean you think of it like your body, right? Like one arm doesn’t feel great right now, but it’s part of your whole body, you can adjust the way you walk or list with your other arm or whatever, in in in a totally independent system set up. You would just say, okay, well, that arm is now on, and maybe it’ll come back, maybe it won’t, because you don’t have your not ableto leverage everything else. I’m sorry we have to leave it there. She’s, our social media contributor ceo of inten she’s at amy rs ward. Thank you so much, amy. Thank you. Next week, free coaching in twenty eighteen and maria’s twenty eighteen plan. 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. Twenty dahna slash pursuant wagner, sepa is guiding you beyond the numbers. Weinger cps dot com tellers, credit card payment processing, your passive revenue stream. Tony dahna slash tony tell us our creative producers. Claire miree off sam liebowitz is the line producer. Shows social media is by susan chavez thiss wonderful music is by scott steiner. Brooklyn with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be green. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine am or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you gotta make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealised took two or three years for foundation staff to sort of dane toe, add a email address their card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gifts. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for September 29, 2017: Giving Tuesday Friday

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Jessica Schneider: Giving Tuesday Friday

It’s not too late to make a splash for Giving Tuesday, November 28th. But “too late” is fast approaching. Jessica Schneider from the 92nd Street Y has your last minute tips, tricks and strategies.

 

 

 

Amy Sample Ward: Giving Tuesday Friday

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It may not be too late but “too late” is fast approaching. Amy Sample Ward has what you need for Giving Tuesday success in the social networks. She’s our social media contributor and CEO of NTEN, the Nonprofit Technology Network.

 

 

 


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Schnoll 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. We have a listener of the week it’s, laura packard she’s been a guest on the show and she got dissed directly personally by donald trump. You may have seen her story. She has stage four cancer, hodgkin’s lymphoma. She was tweeting to the president about health care policy and the collins gray and bill, and he blocked her. He doesn’t know that. He’s messing with a non-profit radio guest now he’s out of bounds. Laura, i’ve got your back. You have a lot of courage. Congratulations on being non-profit radio listener of the week. We love you, laura packard and i so admire what you’re doing. Congratulations. Oh, i’m glad you’re with me. I’d be thrown into ginger vos toma titus if you come to me up with the idea that you missed today’s show e-giving tuesday it’s not too late to make a splash for giving tuesday, november twenty eighth jessica schneider from the ninety second street why has your last minute tips tricks strategies, then it may not be too late, but too late is fast approaching amy sample ward has what you need for giving tuesday success in the social networks she’s, our social media contributor and ceo event in the non-profit technology network it’s giving tuesday for the hour today on tony’s, take two e-giving tuesday, responsive by pursuant full service fund-raising data driven and technology enabled pursuant dot com and by wagner cps guiding you beyond the numbers wagner, cps dot com you’re not a business you’re non-profit apolo see accounting software designed for non-profits non-profit wizard dot com and we’ll be spelling supercool spelling bee fundraisers we b e spelling dot com what a pleasure to welcome jessica snyder to the show. She is the director of strategy and collaboration at the ninety second street wise belfer center for innovation. She spearheads several i love that word spearheads levin. Use that in a long time. That’s good that’s a good buy a word, good resume word, too. I should remember that my never search for jobs, but for friends. She spearheads several initiatives and programs, including e-giving tuesday, the women in power, fellowship and social good summit she’s worked at rent the runway, general assembly and the paley center for media. You’ll find the y at nine to wide dot or ge and she’s at your pal jess. Welcome, pal, your pal. Just i love that. What would you do that twitter ideas? Very clever like that your pal? Just, you know, by the time i got around to joining twitter, which is sad that i didn’t join it right away, kind of every form of jessica or just schneider on been taken on. Yeah, i don’t know where how that came to me, but i i thought about changing to something more professional, but at this point, i think it, you know, stay with it, no latto partnership work, and i feel like i’m you know, people spell well, i love it. Yes, you should stick with it now don’t it’s not unprofessional, it’s, just different messes difference. Clever falik um, okay, so let’s kick off our power on giving tuesday with a little bit of history? Sure, that’s things started it with henry, tim’s and who’s been on the show, henry in twenty fourteen. I’m talking about giving to them, but give us a little background. Sure, i think i’ll start just by explaining a lot of people when they hear i work at the ninety second street y and giving tuesday what the connections there is. So if you don’t live in new york city or you aren’t familiar with ninety second street y, we are one hundred and forty three year old community in cultural organization on new york city’s, upper east side. We are everything you associate with the community center. We have a very renowned pre school programs for the elderly school of the arts dance classes with jim, i work in the belfer center for innovation, and our center is really tasked with taking ninety uae’s mission core concepts that have really been the foundation of the institute for the past hundred forty years of building community, of civic based dialogue of philanthropy and thinking about those in a twenty first century context. Okay, so i give him that background just because of people like why is this community centre the hump of giving jesus thats why don’t your that’s the connection e-giving tuesday, i think is supported by all those exactly fit so well into all those. So back in two thousand twelve, henry tim’s, who is now our executive director at the time he headed up one of the centers at ninety y he just had this this idea there’s black friday and cyber monday, two days that unite the retail community, as we all know, to great advantage for them. Great advantage for us. And what if there was a way to unite the philanthropic community as well? And he often jokes, you know, someone was going to claim that tuesday, why am i not the good guys? So, yeah, from the beginning, it’s been a very simple idea, but we spent very little time planning it. Our first year, we kind of last year was when two thousand twelve we’re going to our six year now you spent a couple months just gathering a coalition of people in the philanthropic world and by that, i don’t just mean non-profits a nutritional sense, there were houses of worship, schools, corporations, small businesses, families, associations, way they’re the first year i was there the first year starting oh, yeah. Okay on. And it was really just kind of put out a call that we want to make this day special. We want to bring everyone together. You want to incentivize giving one? To get people excited about giving and let’s, just as an experiment put it on the calendar all kind of got into the world together and worked very closely at the time with our friends at the united nation and foundation in there brilliant communications team helping kind of home dellaccio nastad watch your show, she also runs gelato get us out of d c, where you went to school, you went to georgetown, runs gelato shop for shops? I don’t know, but she still i don’t think she would, you know, she’s, now that we work heading up come some of their social condition and we were, which is sure fascinating and definitely worth reaching out to her because they’re doing really interesting work there. Yes, so we just kind of launched and he said, we’ll be cool. One hundred people participated, a hundred organizations did something that first year on ultimately we ended up with twenty, five hundred participate organizations that we knew of who could kind of officially registered through our site and then just on social media, that data start hearing about all these cool things happen around the country, so we knew we were we were onto something and i’ll just say the first year and this kind of continues to be our ethos, so talk about it, but more as we go along it’s always been a very open movement. We’ve never said this is the right way to participate in giving tuesday or the wrong way. We’ve never supported one platform over another and one cause over the other. We just want to see people uniting, um around the idea of giving back and not just money, but also time probono work advocacy, it’s all any form of giving is what i have to say. Now, what was the moment of we’ll be able to talk about fertilization? Like what was the very first thing about giving tuesday within an email from henry to some people who said, i’m thinking about this let’s have a meeting or when did you first come up that you can remember? Yeah, i was brought into it about a month into the process. From what i remember, it really started with henry and our other colleagues, asha curren just traveling around and having cheating on the show with us, i think, if not last year, two years. Ago talks e-giving tuesday. Yes, yes. He’s, our chief innovation officer at ninety y but we didn’t want to ever be the owners at this movement. And even though we always say we’re the home where the stewarts but we wanted this to be built by the community to start what do you remember? Is the starting the first time you heard? I think it was even the phrase giving tuesday. But like the first time you had this concept, i think the first time for me personally was henry pulling me into his office at the time. There’s. No, even now, there’s no one who works on giving tuesday full time. And i was doing different work at nine to and he just said there’s, this cool idea immediately clicked with me and intercepts if i would help with some partnership work for it, i think on henry’s and it maybe start with a conversation with kind of u n f and kind of that was the start. I think there was a dinner party where the idea was first tossed around and people reacted very positively to it. But i think henry would remember that better than i do there? Okay. So you were near the near the you were like a month in? Yeah, yes. Labeling the embryonic. We’re still in the embryonic stage. I think ways when there was enough momentum that henry realized he couldn’t do this on his own and manage a massive department at a large non-profit where he needed a someone else on his team e-giving sometime and and brain power to it. So let’s assure people now, september twenty ninth so i got all of october and most of the vast majority of november. It’s not too late right now, it would have been better if you had been planning. Like since the summer. That would have been better. But it’s not too late. No, no, definitely not. And i think there’s again, i will go back to c p times there’s no right or wrong way to bird to spain giving tuesday. So i would say the there’s many non-profits for whom giving tuesday is really the cornerstone of their fund-raising for the year and in january, when they lay out their fund-raising plan for the year more their volunteers and plan or their advocacy plan e-giving tuesdays a cornerstone. Of that, and they kind of plan all year around it. But there’s other organizations who are new to giving tuesday who exactly at this time, two months out or like, yeah, maybe we should try something this year and i think what’s really great about how e-giving tuesday he functions and how it is a great opportunity for non-profits to try something new, to do some experimentation, way about rule without rules. And if there is some idea that’s just been circulating on your team, maybe e-giving tuesday’s the perfect time to give it a chance. So not too late at all earlier, you planning the better, but especially if you’re kind of new to giving tuesday and aren’t sure what you’re going to do just the first year doing something smaller. Small start small, right? Exactly, yeah, don’t be overwhelmed, right? It’s not an overwhelming thing. There’s not rules and reports. And aside from what you want to do internally, there’s no, act like this is this is why so many people thinking has flourished because has not managed centrally there’s there’s a resource there’s, a page of sight of tools will get to the tools and resources. And then from there, it’s, you’re own your own desire. Start small. Do something modest, make it the cornerstone of your your fourth quarter, if you like exactly. Okay. I like tio. What else? You know what? Also we gotta go to break. Where was your two fingers? Two minutes ago? I didn’t see them. I didn’t see them these. And then i didn’t see the one. All right, sam says time for break. I didn’t see any fingers. Okay, let’s, go out for a break and then we come back. Of course, jessica and i just getting into giving tuesday stay with us, you’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation really all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura the chronicle website philanthropy dot com fund-raising fundamentals the better way schnoll ideas for the other ninety five percent and when i was about to say was that another thing i like about it is there’s so many vastly different calls to action? People think of giving to say nothing of money first, but by no means is it limited to raising money? Give me some other examples that you’ve seen yeah, i think one thing i love about giving tuesday is it really is a way to bring people together, and giving is just such a universal value, it’s something that really unites us. And i think one of the reasons giving tuesday last year really resonated with people. I think we’ll see that again this year is you no matter your politics, no matter you know, the many things that divide us, giving tuesday and the unity that can happen around giving it’s just really amazing to see how that can bring people together is such a common a common thing, so in particular kind of volunteer events on dh in person activations are some of our favorite things to see around giving tuesday. One thing that just popped into my head from last year is there’s, a group called city dads so that’s it it’s in many cities it’s ah meet up group it’s organized around meet ups on and it’s a just dad’s getting together to do volunteer work and kind of create camaraderie and sabat the fact their dads it’s just kind of organizing principle it’s more of a volunteer group, and they partnered with plum organics x, which is a baby food company. And on giving tuesday in cities around the country, they went, teo homeless shelters and other places where people drop off clothing and food kind of assemble little packets that could be given to those in need. And it was just it was giving tuesday, people are looking to do something, and they were able to just organize this event that brought all these dads together, and often i feel like it’s mom to get a lot of the credit or we’re getting out and volunteer work and two year old to shine a light on that kid’s and baby food exactly be moms, but school exactly, and and for plum organics just a great opportunity for them to highlight there social good work and how they give back to the community justice. Such a natural fit so that that pops to my head one of the really most exciting elements of giving tuesday that’s developed over the past few years, and we kind of recognized it was happening and have been trying to support it, but it started very organically are giving tuesday community movements, so these are kind of locally organized coalitions of non-profits businesses, governments, schools in cities, towns, counties and states around the country. Last year, they’re around eighty five of them. Everything from e-giving tuesday, illinois e-giving tuesday, new york e-giving tuesday, charlotte e-giving tuesday, dallas sometimes they re brand more significantly than that to tiny little towns. There’s one in bethel, alaska, which is just a thing just a couple thousand people, they have one one stop sign in town and all the non-profits throughout the day took turns standing at that non-profit and collecting money, but also raising awareness that was then split amongst the non-profits in town and then they had almost like a science fair, but for non-profits, where they call to set up booths and people could come and learn about the different services, either because they want to give back or because maybe that could benefit that from them and really isn’t giving tuesday as a rallying point, but i also want to mention the community campaign so just really what happens if someone steps up and each one of these cities not even necessarily? Non-profit but an individual sometimes soc with non-profits eyes like i see the power of giving tuesday, i see how it can bring people together, and i want to create something grassroots in my hometown and really own it and really personalized giving tuesday not just in my organization, but for the people around me i wanted for the community it’s so lovely, and we as a team, i’m have someone on our staff now, um, who works with us part time, really? To support those community leaders and excellent okay, so let’s get it. I want to get some of the support that’s there, and i’ll just add, though, but what’s really exciting to see in the community aspect is how they support each other and how, when there’s a new community leader that comes on board how people within the already on the giving tuesday team not at ninety weinger out in the world offer advice and say this is what we learned. Oh, you’re a comparable size city here’s how we there’s there’s a ninety white community around community work exactly exactly. You know, i should have asked you just let’s get some basic stats out of the way? How many organizations do we know participated last year? We’ve talked you talked already about some of the things they’ve done, but i want you working how many tens of thousands this’s not me evading the question, but we’ve stopped counting because really, when we reached movement capacity, it’s just impossible to do b of activations and over one hundred countries that we know of it’s so vast we ask people to sign up on our web site, they could be little official partner would or not, but because it’s open source there’s no reason for people tio need to do that, and it’s isn’t a good measure of where we are. So we say hundreds of thousands of organizations on bank lose again, not just non-profits some of the stats we do like to quote is last year online, the twenty five’s e-giving tuesday, one hundred seventy seven million dollars was donated that we know of on lauren homes on, so that does not include offline. It does not include anything that happened outside of those twenty four hours, eight and that’s only dollars and that’s only dollars and just kind of other exact action we talked to talked about and get and and, you know, if a boardmember does one hundred thousand dollar match that day, that’s not in that amount, so it really is just a small fraction of the total giving but it’s nice for us because we can use it to kind of benchmark year over year and see where xero growth is, at least from from that metric i’ve seen petition drives, you know, it’s critical petition for your cause. All right, so let’s get into what people confined if they maybe they’ve done something in the past, they like to do a little more whatever or if there’s the first year, and they’re not that acquainted with it. What are they going to find at e-giving tuesday? Dot org’s? Sure. So i would say the best place to start is the download our complete tool kit, which is a very long document. I would at least art by skimming that which has kind of the basic language e-giving tuesday timeline, timeline, press really sample social media and i think also it’s helpful, because when the best things you khun dio when you’re starting giving tuesday at your organization is to get e-giving tuesday, team going not just one person running giving tuesday, so the toolkit isn’t just for you to read and like, oh, now i can run, giving tuesday starita lead to read and then become a leader of your organization around giving tuesday, but there’s lots of plug and play tools like tweets and press releases if you wanted to work on being a mayor or a proclamation mayoral proclamation tool kit yeah, which i know seems very specific, but it’s something that people love to do and it’s such a great just morale booster when that proclamation comes in a few days before giving tuesday and you’ve been plugging along just to know i remember our first year was mayor bloomberg time gave did one and and we were it was one of those moments that first year where it made us feel really so i just want to share that feeling with people, but i would say one is going to get through the tool kit and just going understanding what it’s all about case studies are a great place to go so that we all have a case study which has for non-profits and kind of the other types of organizations that that could participate local non-profits larger non-profits and with the case studies, if something piques your interest because the others, they’re pretty short, you can just kind of google the organization and giving tuesday and and find out much more see, you know, but the page look like and, you know, really delve more into that, and the other thing you do on the site is signed up for for our newsletter that also get you listed as an official giving tuesday partner in-kind of one and the same and then you’ll get when we add resource is you’ll be aware of those webinars webinars webinars coming? I can’t listen about the top of my head, but bojan e-giving tuesday at orc slash events now you’ll see a list of what’s coming up i know we have one with fire spring next week yeah, there’s always new things being added and leslie, we have a blog’s so as we have examples of what’s coming up for this upcoming year, we update that and we love it when people submit to our blogged what they have in the works less like tio here where this great organization or run e-giving tuesday campaign and more where they were great, we’re a great organization run e-giving to state campaign here’s what our campaign is here’s what we learned last year and how we’re changing because we really want the community to be learning from each other ideas to make the pie bigger, not to get you a bigger slice of it. Excellent and that’s all giving tuesday dot org’s exactly all e-giving tuesday, there was even a year there’s a plan giving toolkit that’s what you do plant giving consulting so everything is close to me close to my heart yeah, you could make plan giving part of your of your giving tuesday plan giving workplace giving if you work with a of for-profit who or even your own non-profit if they do workplace giving, you can think about how to use giving tuesday to incentivize enrollment to poor, bigger gifts on that day. Really limitless. Okay, bonem so i pulled together some some stories from that from this’s from the toolkit, like local non-profits, you know, and again to emphasize your point, this is not only by no means is this only for big organizations. There’s a of the naacp rat free library in baltimore, maryland there, when they’re one of my favorites, somebody from you know, what, two people i got two interviews from people at at ntcdinosaur provoc technology conference, i think we’re talking about energizing volunteers, and they were to ana panel two out of a panel three were from the naacp rat free library, you love them e-giving tuesday wise, yeah, what i personally love around giving tuesdays is when people use it to be collaborative and creative, and i think their campaign is a great intersection of those two. They’ve run a similar campaign the past two years where there’s they find, like the closest football game closest in time football game this year, it was against cleveland, and they challenge a library in that city teo fund-raising contest and then the losing flues and everyone’s a winner except one’s, raising less money but the executive director of the losing library has teo like, if i can remember if they want or not last year, but as much of a football fans, i yeah, but the executive director of that of the other library would like to dress up like edgar allan poe and have to read the ravens and it’s all under the hashtag book bowl e-giving tuesday on they raised i think around forty thousand dollars from that and i mean for a library, when you think about library fund raisers, you know, make sales, i mean it’s it’s online it’s bringing young people in social it’s fun, it’s kind of goofy and just the celebratory nature of it is is so in the spirit of giving tuesday dahna xero i love it’s a small organizations, i mean that’s, what non-profit radio is small and midsize shop from ours from our survey results we which is not so i’m not scientific. About ninety percent of respondents have budgets of less than ten million, so that’s at least we know it’s kind of taking advantage of our website and our resource is but also data we’ve we’ve seen from organizations like blackbaud about who’s participating and mohr and more every year, donations are going to smaller and mid size non-profits okay, people think that, you know, i think it’s one of the misconception people have around giving days or coming tuesday is it’s like the big guys, your elbow, their ways, and but this is really an equalizer, and you know what? Just just to dispel that that myth, i’m going to read some of these organizations that are that are that i got from the e-giving tuesday took it home of the sparrow in extent, pennsylvania, right? That’s not that is not an international organization table in chapel hill, north carolina, in tulsa stem alliance, tulsa, oklahoma, better future facilitators, akron, ohio. Malvin, pennsylvania baker industries so you should not be you should not be put off by your size around giving tuesday. In fact, you should be energized by your size lawyers for children don’t meet me these organizations. You just not heard of operations supply drop in austin, texas okay, so we’re putting that putting that mr bed killing it? Actually, i’d rather not die just sleep because it could wake up let’s, just kill it and it won’t be resurrected because it’s not a holy body. So all right, what else? What else can we say about giving tuesday for a couple minutes? I’m sure i would say another thing we’re just really excited about going into this next year, and i mentioned that we had one hundred global activities and one hundred treyz last year, but specifically there are now thirty five, global movements. So these are countries where an organization like a ninety second street y equivalent has stepped up and said, we want to really own giving tuesday not just at our organization, not just in our town, but for our entire condor country. And these are places have no thanksgiving, no no tradition of black friday or cyber monday. It is so amazing to see we just had in the past couple weeks giving tuesday india e-giving tuesday, panama e-giving tuesday, liberia is new this year and kind of like i mentioned with our community leaders e-giving tuesday here in the u s we kind of bring everyone together, but then just to see how they all learn from each other, it’s been one the most fascinating aspects of the movement as we’ve grown and i think it’s a really powerful on giving tuesday, which has been since the beginning to say to people, no, every act of generosity counts. It means more when we get together something really cool when you give on giving tuesday and you go on your facebook page and you see all your friends are also giving and talking about it. And then to think this is having a global scale. There’s someone in tanzania painting a house, there’s someone in, you know, bangladesh donating blood and to know that’s all happening on this single day. I think that messaging really resonates with people. And again at that time of year, it’s goingto holidays just to be celebratory. And how cool is that? They were all coming together to do something positive. Awesome. You know, you were gonna leave it there because i think you’re not standing that’s outstanding. Get involved with giving tuesday. The place to go is giving tuesday dot or ge? I’m sure jessica at your pal, jess. You having to help you? If you want a tweet, her, your pal jess on. And, of course, the ninety two, ninety secretary. Why, you know, shout them out because that’s! What started? But that’s not where you going to find the resource? Is there at nine to why dot or ge, but really the place you want to start he’s giving tuesday dot or ge? Is that right? Direct and also, of course. Follow us on social media on twitter and facebook. What the organization on twitter on twitter it’s e-giving choose e-giving two’s okay, no day, rios. Guess e-giving twos and at your pal just thank you so much. Of course. Outstanding court also. Know what you can hang around, right? I like that. Okay. Okay. When? When amy sample ward comes on, i will introduce you. All right, so we got a lot more on giving tuesday. Coming up first. Um pursuant the intelligent fund-raising health check. Have you gotten this thing yet? You’ve heard me talk about it for a couple weeks. Download it for nine key performance indicators. Those kp eyes. Hippies. You gotta have your kp eyes. You gotta have, you know, it’s the best practices that’s out now. It’s kip he’s okay. Or alive. That’s what? I call them hippies. That sounds like a breakfast seal. Like i want my i want i want chocolate milk. With mike hippies this morning, but kp eyes there’s ten universal characteristics of organizations that are thriving in fund-raising universal this is this is big the’s. The ten biggest ideas in the universe. This is duitz wait. So which is which is bigger? A solar system. No solar system is inside the universe, right? Isn’t aren’t solar system subsets of universes? Yeah, yeah. So this is not just i mean, if yeah, if these were dying, um, solar system ideas are no ten. If these ten solar system characteristics of thriving org’s, then i would say, you know, it’s really not worth it, but he’s a universal. So you’ve got you’ve got to go get the ten universal characteristics, not merely solar system. Um, get the free paper it’s at its on the non-profit radio listener landing page that pursuing has set up. And, of course, you know where that is. It’s a tony dahna may slash pursuant. Remember the capital p you’ve got to do that well, your cpa’s they do go way beyond the numbers that’s what they say and actually do it weinger cpas. They’re adding value way beyond accounting. They have all these policy statements free. Resource is for you again, just like just like giving tuesday. Dot org’s. They have something on fiscal sponsorship policy. They have a fiscal policy agreement. Now. We just talked about fiscal sponsorships. About a month ago, jean takagi was on with andrew shulman, and the subject was physical sponsorships for the hour. So if you want a lot more detail on that, there was september first september first show. So if you want a lot more detail on that, you can find an agreement. You could find a policy rechner, cps, giving these things away. They have ah, accounting policies and procedures manual ah bank statement review form. You know you’re reviewing bank statements. Hopefully you’re doing it every single month. Are you are you checking everything that you should be? Let the cps tell you what you should be reviewing when you do your monthly bank statement reviews each month your monthly each month that’s redundant. When you do these, you want to have a checklist in front. All right? So somebody more policies sepa is giving free advice. Go to regular cpas. Dot com quick resource is then guides stop wasting your time using business accounting software for your books. Quickbooks sage? Yeah, they’ll be fine if you were a business, but you’re not you’re non-profit you’ve heard rumors to this effect, right? You’re non-profit kaplow’s accounting. It is designed for non-profits from the ground up meat from the outset, from the ground they have non-profits in mind, not corporate entities. So make your non-profit accounting do it easier, appaloosa counting easy, affordable designed for you. They’re at non-profit wizard dot com now time for tony’s take to my latest video is giving tuesday. All right, now, that’s. That particular video introduces this. Show so if you’re listening to the show podcast or affiliate or alive, you don’t really need the video because you skipped that you could skip that step, but there are links below. Teo e-giving tuesday roundup that i’ve got, including a video that where there’s possum shooting in the background you gotta you gotta check out this possum shooting video that i did in the in the mountains of tennessee. Um, yeah, just check out the possum shooting. So e-giving tuesday sort of video and round up that is all at aa my site, which is tony martignetti dot com, which i momentarily forgot. Okay. Um, let’s see? Got any sample ward on the phone on? Dh jessica schneider can hang out with us. You know, any sample ward is she’s a social media contributor. She’s, the ceo of antenna non-profits technology network. Her most recent co authored book is social change any time everywhere about online multi-channel engagement she’s at amy, sample ward, dot or ge and at amy rs ward. They are, of course, is for rene. Welcome back, amy rene. Hi. Hi, that’s. Why i give you this if you serve. Yeah, if you serve intro. That so you could get a little high so you can do slow. It felt so appropriate after such a long intro, it was just like the period at the end of the sentence. Okay, meet jessica schneider. Any sample ward? Hi, jessica. Hi, amy, nice to meet you, telefund lugo jessica can hang out with think we’ve even emailed before, but this is our first time getting teo talk on non-profit radio together. That is true for sure that, ok, eso jessica can hang out with us, and i, uh, i took the liberty of ah, hailing us of her of her extra time. So is that okay, right? I would love that. I knew you would. I knew you were giving person. All right, we’re talking about giving tuesday. Let’s see you. You have some, you know, you’re you’re a strategist and also a tactician. We talked a lot about strategy. I think with jessica let’s, get into some tactical ideas you like you like having people set up in advance. To who, you know, we’re going to be your champions. Well, when we talked about this before and other contacts now for that same, like a e-giving day, like giving to this whillans, you know, so it will not be new tto learn that i’m a fan of letting your community lead instead of the organization be the one out in the lead. I really think that a day let giving tuesday where you’re trying to reach as many folks as possible, but we all know and a lot of what’s going to capture their attention is storytelling and people really being able to speak clearly about the value of your mission. And i think it’s much better when other community members are making that appeal versus just the organization, because everyone’s going to respond to that same? Well, of course, the organization thinks it’s important. You worked there. You know where? Hearing that from a community member. Can can actually be really powerful and potentially change people’s mindset click through and learn a little bit more so i always recommend for organizations, especially organizations where this will be their first time participating and giving tuesday to set up. It doesn’t have to be an overwhelming, like fifty person list, you know could be five people, but make sure you have kind of a social media champions list of people who already have social media accounts, they already know how to use them. They’re probably posting frequently so there, you know, the folks that are connected to them on various channels aren’t going to be surprised when all of a sudden they’re posting about this, but they don’t have to be, you know, quote unquote vips, they don’t have to be superstar, don’t teo? Yeah, what matters is that the people that they are connected to like them and respond to them and engage with them, right? That doesn’t matter what their job title is are or where they live, anything like that, they haven’t engaged group of friends and family and an extended network that’s really what’s going to make him a great champion i’m giving to you so recruit them ahead of time, make sure they know that yes, i’m often in to do this for you, but you’re not making them do a bunch of work, so you’re telling them will send you example, facebook posts their example tweets, we’ll send you photos you can use so they know that what they’re being asked for as their voice in their leadership. But you’re not making them to a bunch of work to come up with what to say and some of those example resource is people will find at giving tuesday dot or ge jessica, how about that idea of the community speaking for you? Yes, i hundred percent agree with everything that amy just said, and it reminded me, i think those of us who work in the nonprofit world, everyone listening right now, um, often thinks on giving tuesday, you know, you get a lot of emails it’s giving tuesday donate to our cause and it’s very important to think about how you’re going to stand out in that crowd, but at the same time, there are so many people who aren’t part of the philanthropic community who don’t give online who are. Going, tio not get any of those emails on giving tuesday and that’s, why it’s so important to think about how you’re going to reach them as well and thinking of your community, is your ambassadors, you know, i might get five or six e-giving tuesday emails, someone else might not get a single email, but they’re going to see something in their facebook freed from there. Best friend from high school saying, no, i support cancer research, it’s giving tuesday. It would mean a lot to me. If you gave to this organization, they do amazing work, so just just think about that and ah, and how you confess, utilize those ambassadors on giving tuesday, amy let’s, go back to you. What else? What else do you think? Well, i think beyond just engaging folk, something that we have heard a lot of organizations ask us about or rather kind of complain about is something very, very tactical that i think often organizations don’t think about until they’re in the moment, and that is a number of organizations have discovered that, you know, it’s giving today they’re participating, you know, dollars air coming in there, super excited, you know, they’re trying to keep that momentum going throughout the day, and they want to post on twitter on up state that says, oh, my gosh, you are goal for the day was to raise five thousand, and we just hit seventeen hundred, you know, help us get to the next amount and all of a sudden they’re hearing from their executive director or maybe their development director that that is not an improved post and that, for whatever reason there executive director or whomever else is giving this approval doesn’t want to share that kind of a milestone, and they’re like, well, but i’m in the middle of typing this tweet what else am i supposed to say? What’s going on? And it may sound surprising, but we have i’ve heard this dozens of times now from organization saying what what should i have done in that situation? Well, i guess my advice is to not get yourself in that situation. It is not yet giving. Tuesday is not the middle of you know the morning and you want to post that update so as you’re doing, you’re planning for this year’s giving tuesday think about what milestones you’re going to want to celebrate and get those approved ahead of time. Maybe it isn’t. Every single dollar that comes in your organization feels comfortable reporting that’s fine figure out what kinds of milestones you do have approval to celebrate so that you don’t have to be in the middle of typing that tweet and find out you can’t send it really think about how you khun frame different milestones throughout the day, as asked anybody that’s ever listen to public radio is going to know that they are ex first that that thinking about hey well, you know, our goal for this hour was two thousand and we’re eighteen fifty who, you know, do we have collars in the last ten minutes to get us up to two thousand? Figure out what those milestones are and how you can celebrate them and how you can use them as kind of another motivational asked throughout the day. All right, how come some organizations might not want to share dollar amounts that since you used that as an example, what? Well, the feedback i’ve gotten, i mean, at least in organizations where to come to me for advice about this is that today? Well, there are a number of different situations, but the majority of them is that they were worried that they wouldn’t hit the ultimate goal for the day and that they would be posting these messages about, you know, we’ve made it to this number, can you keep giving? And that people would perceive that as we’ve on lee made it to seventeen hundred, and we thought we’d make it to five thousand. Um so it was it was like they were intimate painting a perception issue, so they didn’t want to say the numbers i said, okay, okay, jessica, anything you want? Not maybe if not that specifically just about getting thinking ahead in your community i had about communications, that is, i think amy brings up a really great point that the milestone issue? Definitely i hadn’t heard that specifically, but it makes a lot of sense to me, but in general, i would just line up tons of potential tweets and facebook post you probably do less frequently on giving tuesday, but a few facebook posts funny gifts, which ifs like to pronounce it some images using that giving tuesday logo just have it all ready to go, because once the day starts, you know who knows what’s going to happen and having those just said you can cut and paste them if you were running around that someone else can cut and paste them in and you know they’re approved, we’ll just you don’t. Toby developing graphics that day more you could get ahead of time. Agree? Just make your life a lot easier if you and i have talked about that again. Other contacts having having images lined up in advance. So you’re not scrambling. I mean, you do that for you do that for ah, for ntcdinosaur non-profit technology conference. Yeah, exactly. And a lot of for a lot of organizations getting images lined up in advance also means making sure you have approval there. Probably, you know photos of people. So making sure that the photos that you want to be able to use on that day, or one where you actually have approval to use those photos, everything is good to go. So that, again, you don’t get stuck in the middle of drafting, opposed, because you don’t have approval. But i also think giving tuesdays a great time to think about images that aren’t just, you know, like a photo that you have taken of a room full of people, but an image that you create with some easy online tools, so that they could be more like graphics. Mostly, i’m making the recommendation because you’re probably going to be posting many times during the day compared to a normal day. And so, using different graphic struck, they can help. Just keep the post feeling fresh and new content out there. A little bit more appealing for folks to share when there’s a graphic sametz chart about all that you did in twenty seventeen that goes along with that tweet that’s asking people to get so it feels like you can get a little bit more information into the post and i’ll just add one more thing to that. Just a best practice we’ve seen is just using the giving tuesday has to hash tag often people. The first tweet of the day, the first facebook post they say it’s giving tuesday and don’t think to continue that throughout the day, and if they’re talking about campaign or doing this great storytelling work-life so i think as much as possible and in terms of approval when it comes to the giving tuesday logo and e-giving tuesday heart, we love to see creativity around that so well in advance. If you want, take the heart and give it to your graphics team or find some twosome probono work for you and change the colors. Whatever you want to do, you don’t have to run it by us and we love it when we see images pop up on giving tuesday that air. Using our logo in a creative way. Cool, cool, me, that’s. What you’ve always loved about giving tuesday is the decentralization. So exactly, and i think for a lot of organizations e-giving tuesday’s the first time, or the only time during the year that they really operate like this, that they would participate in a more global campaign, but also that they are asking for money in a way where they’re actually asking their community member for to make that asked, or that they’re doing it on social media versus, you know, really relying on a direct mail appeal, etcetera. All right, ladies, we’re going to take our take our break. When we come back, we’ll continue the convo. Everybody stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they are levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. I’m jonah helper, author of date your donors. And you’re listening to tony martignetti non-profit radio. No big non-profit ideas for the other ninety five percent. Oppcoll we’ve got to do the live listener love, of course, we’ve got live listeners right now in laos, people’s, democratic republic of laos welcome live love to you and federal argentina also germany, gooden, dog, united kingdom don’t know which country i never, never just assume it’s, england, i don’t do that. Could be scotland islander whales united kingdom live love to you bring it here into united states who got younkers a little above new york city, brooklyn multiple brooklyn, multiple manhattan, tampa, tampa, florida live love to you, boston, mass. Bensalem, pennsylvania. Woodbridge, new jersey live love going out there all those places we’ve got someone in ukraine can’t see your city i’m sorry, but we know you’re with us and also in ah, china knee, how we’re south korea, but they’re out there there’s always someone from south korea, always always have sole on your haserot comes to harm nita. I know you’re out there on the heels of the of the live listeners love has to come to podcast pleasantries because there’s over twelve thousand of you listening on whatever device, whatever time and i am very glad that you are with us pleasantries to the podcast listeners. Thanks for being with us and the affiliate affections to our am and fm station listeners throughout the country. Affections to you. Thank you for your thank you to your station for hosting us. And thank you to you. Thanks to you for listening. Non-profit radio affections to our affiliate listeners. Okay. Um example, word. Let’s. Go back to you and find out let’s. See what else? What, what? What advice do you have around giving tuesday? Let’s? Keep it so simple. Well, some advice that i have e-giving tuesday actually come from other a crowd funding type situations and research from crowd funding black forms who, you know people are using for all different types of campaigns all throughout the year, but their research of what makes a successful campaign one of the indicators of a campaign that will be successful and meet it, um, you know, posted goal are ones that regularly post updates on the page so that the content is different even throughout the day or throughout the campaign. If you know another it is not giving tuesday, i think that’s a really smart because you’re sending people to the same link over and over and when they click through, they’re going to want to see that something different, right? So making sure that you’re sending them to that link over and over, that you’re, you know, just like you would if it was a little like news ticker kind of page, you can edit that paige and make sure that you’re putting an update at the top, not the bottom. Every time folks click through, they see oh, it’s, an updated eleven thirty a m and we’re halfway there, great that’s something really short and exciting that maybe i’m one of your champions. I could just copy and paste that as a tweet myself, right? So it’s just a way to keep it fresh on the page, but also to give other people fun, exciting things to share on and help spread your message. Yeah, cool, you could do that right on your on the e-giving page? Absolutely. Okay, okay, jessica, anything you wanna add with respect to keeping the content fresh all day? Yeah, i would say that you’re giving tuesday doesn’t have to be a single day event again based on our limited survey research, about only about a third of organizations just do something on giving tuesday either it’s the middle of a campaign, the start of an end of the year campaign, sometimes the end of a november long campaign. So just a long line of what amy was saying if you are sending people to a page on giving tuesday and then throughout the course of a month or even if it’s a week long campaign, just think about what you could do on giving tuesday throughout today to make it make it unique and incentivize or different stories you could be telling, especially if the page is going to be up for longer than a day. Yeah, okay, and you you, of course, you always want to know what we’re measuring, what what ar metrics going to be for this campaign that we’re engaged in? Well, in my experience, something like giving tuesday feels like a very fast, action packed type of campaign, even a jessica saying, even if more than one day it’s still a pretty intensive, fast moving thing on dh. In my experience, that means that other folks in the organization, whether that means other staff leadership or boardmember i want to know if it was successful, justus quickly, they don’t want to wait three months for your next, you know, development update to learn about the success of the day and being able to report on that means you’re going to have to know in advance. So start thinking about this now is you’re doing, you’re planning, what are you gonna want to be able to measure and report on to know if it was successful or not? Because it may be that you didn’t set up yourself to be able to report on those things that you hadn’t thought about it. I used to give me an example aa lot of folks like tracking on giving tuesday kind of the reach of their messages because as we know, it isn’t just about the dollars range that day, but new folks who signed onto your newsletter people who maybe saw your messages and shared them so folks who were engaged in other ways and that means that you might want to set up certain tools you might wantto have a customized bentley or or other girl short ner link for your donation page that you’re using in all of your tweet so you can really see within that girl short ner screen how many tweets retweet that’s getting? How many folks are looking at how many people are clicking through you might wantto dive into your google analytics and set up some campaign you girls so that you can separate facebook traffic from email traffic from twitter traffic, for example, on dh you know, maybe you don’t care about those things just using those examples, but if you haven’t set them up ahead of time, it’s going to make it really difficult if you wanted to be able to report against those goals and of course, those air going to flow from what are your goals for the day, which which you’re always a proponent of, and we’ve also again talked about it many times. Why are you? Why are you in giving tuesday? What? What at the threshold what do you want to do for the day? Which jessica and i were talking about earlier? It could be any number of things from ah, community. A community day of service. Teo, i mentioned petitions. Could be dollars? Could be new volunteers, you know. What do you what’s your goal or goals for? The day and then that’ll drive. What you going to measure? What have i learned? Something from you through the years. I like it. At least that if i learned at least that much through the years. Okay? Yes, i like it. Okay, i’m trainable. Just anything you’d like to add, you know, metric wass no, but when one nava metrics, i think amy made a great point. But when, when she brought up reporting to board members and senior leadership, it just reminded me how important it is in advance of eating tuesday to get buy-in from that. Like, i love that you need to report to board members because it means that board members know it’s giving tuesday, and they’re excited and engage with your campaign and whenever there’s a reason i know all boards or different, but to engage your board around fund-raising in a new and different way, as opposed to kind of the traditional ways is great. So, yeah, i just i love that idea of getting the board onboard early and keeping them in the loop throughout the day and seeing how you can leverage their connections. And, of course, if a boardmember is willing to do a match always huge that especially if they’re planning on making an end of your gift anyway, saying to them, why don’t you use your end of your game, teo, as a match to kick off our giving tuesday campaign? Okay, cool, uhm ehm anything you’d like to add about e-giving tuesday way, i guess i’m the last thing i would want to say is that i don’t want to feel intimidated by the idea of participating and e-giving teams we have a small community of supporters are because i’ve never really done online fund-raising before, like you were saying, it doesn’t have to be a big fund-raising goal for you, maybe it’s just a chance for you to go get more people in your community to know about the programs you offer, recruit a new boardmember figure out that you have a handful of champions, right? It might just be kind of an introductory year with a lot of other goals that are still really important. Ilsen jessica, i wantto clothes with you tell tell me what you love about the work that you’re doing. I love that every giving tuesday i hear stories that we didn’t know campaigns, we don’t know we’re going to be happening happening that are just so heartwarming and show that there is such creativity in the nonprofit sector and that people are really thinking outside the box and want to experiment and want to try new things and in a way, that’s just just relate to it the more i just that it’s just so heartwarming that that e-giving tuesday khun really be this opportunity. Teo, bring us together to show, like, with the best in people and in just a fun, celebratory way. And i just love being witness to that. And you know where the home of giving tuesday, but really is a movement that’s built by families, individuals, all the non-profits out there so just yeah, thank you guys. Roll. Participating are considering participating. Absolutely. And you’re little more than a witness. You know, you’re a facilitator. Facilitator? Yes, but it’s it’s what all of you are going to do? That’s going? Teo make e-giving tuesday, two thousand seventeen. Amazing. Awesome. Amy, you wanna leave us with anything inspirational? Last? Well, you did. You know i don’t want to jump spot again. You did? You said you said don’t be put off by the size of your organization. Jessica and i had said that earlier, right? Small lords jumpin goto give it go to giving tuesday dot or go check it out. Okay, so i i don’t mean to put you on the spot again. You’re awesome. No, alright, that’s amy sample ward, our social media contributors ceo of inten you’ll find her at amy rs ward and jessica schneider. She is at your pal jess. Ladies thank you so, so much. Thank you for happiness. Thanks so much, tony. And thanks for paying for the conversation. Just said i was fun. Yes, agreed indeed. Thank you, jessica. Next week, oracle net sweet. They have lots of free offerings for non-profits you don’t know about this from oracle, that sweet you shall next week. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com and these are our sponsors. Pursuant online tools for small and midsize non-profits data driven and technology enabled pursuing dot com regular cpas guiding you beyond the numbers. Wetness. Cps dot com stoploss accounting software designed for non-profits non-profit wizard dot com and we be spelling supercool spelling bee fundraisers we b e spelling dot com. Our creative producers, claire miree sam recruits is on the board is the line producer show social media is by seeing shadows in this cool music. By scott steindorff. Do with me next week for non-profit big non-profit ideas for the other ninety five percent go out green. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address their card, it was like it was phone. This email thing is fired-up that’s, why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were and and no two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It zoho, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to hell. 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Nonprofit Radio for August 25, 2017: Raising Risk & Avoid Social Weariness (ASW)

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Maya Winkelstein & John Hicks: Raising Risk

Risk pervades every grant you get. Lots of things can go wrong. Is it appropriate to discuss potential problems with your funders? Does that advantage your grant competitors? We’ll flesh it all out with Maya Winkelstein of the Open Road Alliance and John Hicks from DLBHicks.

 

 

Amy Sample Ward: Avoid Social Weariness (ASW)

Amy Sample Ward

With our own ASW, Amy Sample Ward. The social networks are 24/7 and can overwhelm you. But there are ways to make them work for you. Amy knows how to make your social manageable and strategic. 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 suffer with media asta no, pericarditis, if you broke my heart with the idea that you missed today’s show raising risk risk pervades every grant you get, lots of things can go wrong. Is it appropriate to discuss potential problems with your funders? Does that advantage your grant competitors? We’ll flush it all out with maya winkelstein of the open road alliance and john hooke hicks, john hicks from de lb hicks and avoid social weariness et s w with our own s wmd sample ward the social networks twenty four seven and can overwhelm you, but there are ways to make them work for you. Amy knows how to make your social manageable and strategic she’s, our social media contributor and ceo of the non-profit technology network, and ten on tony’s take two show our sponsors love responsive by pursuing full service fund-raising data driven and technology enabled, you’ll raise more money pursuing dot com, and by we’d be spelling super cool spelling bee fundraisers. We be e spelling dot com. We just corrected that problem. Hey, maya winkelstein is on the line. She is executive director of open road alliance, finding new ways to deploy capital to achieve maximum social returns. She had been there consultant. And they loved her so much. They put her in charge. So i guess there must not have been any non solicitation clause in that contract. We’ll flush that out. They’re open road, alliance, dot or ge and at open road tweet. Welcome, maya. Heidtke durney. Thanks for having me. My pleasure. My pleasure. We have john hicks on the line yet. Okay, we don’t have john hicks yet, so sam’s going to give him a call, but that’s. Okay? Because i want to start with you anyway, maya, um, we want to talk about risk to talk about risk and are funding relationships, but, uh, yeah, i know why. Well, uh, you see the opening of the show riskiest everywhere it has stopped anyone on the street and said, hey, the world is unpredictable vehicle, you’re disagree. Everybody agrees. Andi makes sense that in the nonprofit sector, where by definition we’re working with the most vulnerable populations and look vulnerable and challenging. Geography and problems that unpredictability is just a fact of life, but this reality often doesn’t translate into the way that grantmaking works the way that project planning and particularly the going on grantee relationship functions. Andi, we think that change, okay, if i know you have some stats about how ah unlikely it is that a grantee will be asked to assess the challenges that are facing them in the in the program or project that they’re that they’re seeking money for on dh like, okay, you’re welcome, you’re welcome to work those in and but but then, but if if if we’re not being asked to raise this, this issue of risk, don’t we end up disadvantaging ourselves because our competitors in the grantspace may not do the same thing? Absolutely right now we’d like to say that the word risk is a foreign letter word, and you’re on, and i think about the situation as an emperor has no clothes. The truth is, we did do a survey in twenty fifteen, where we interviewed two hundred foundations two hundred non-profits and asked him about it what’s really interesting in that survey is that the foundations acknowledged that risk percent as much hutchisson non-profits it princessa agreed on the number, and the number is one inside the one in five projects or wanted five grand’s legend to encounter some type of roadblock or obstacle that’s going to need additional funding in order to achieve impact on time and in cold. Okay, that zoho both sides acknowledges so to, as you said before, seventy six percent of thunders don’t ask any point in the application what goes wrong and went under so now guarantees don’t tell. So we do have this this dilemma and the question about competitive advantage, i think there’s a really important one because there is a lot of fear among non-profits you know, why would i reveal my weaknesses if you know somebody else competing for the grand isn’t but the truth is, uh, when you don’t talk about brightstep friends, we’re not brave and say, hey, you know, there’s, other things that could go wrong, you really just shooting yourself in the foot because things are so go going to go to go wrong one way or the other, and the difference here is simply for patient setting. Well, we don’t expect a set. Expectations appropriately, they’re thunders then it’s not surprising that they’re blind sided or react negatively when you come up. All right, all right. Um, i saw the so we believe i’m not surprised to hear one in five twenty percent of funded projects will have trouble. I’m in trouble is inherent in anything we do, whether it’s commercial or non-profit i’m just still i’m trying todo playing devil’s advocate i’m trying to think of think like a ceo or a grant writer who is wants to be transparent and set expectations, okay, but my board or my ceo from the grant writer says, look, i mean, the competitors are just not going to do this. We’re making ourselves look like we’re inferior because we’re going to raise challenges that the other people competing for this exact money are not going to raise, and they’re going to look superior and we’re going to look poor, right? And where one where i encourage non-profits to play teo freedom, your donor’s instincts as an investor that’s open lately what all donors are, you know, when we send money out into the world, it’s not baking powder self-funding back and sleep at night, we’re in an era of philanthropy where we want to see change, um, we really do treat our philanthropic dollars as investments for looking for maximum return on investment on if you think about it in the private sector, you know, who am i going to pick the company that tells me that everything’s perfect and they’re never gonna have any problems or the management team that said, hey, look, you know, we’ve looked at all of the issues, these air, some things that could go around, but this is how we’re managing it. Uh, you’ve been really treat with management as a sign of confidence in your management team position it as, uh, a competitive advantage to your advantage that you’re thinking about these things and your competitors are if somebody tries to tell me that something one hundred percent guarantee that for me is a much for red flag and the honesty and transparency of saying, hey, what could go wrong? But i’ve got a plan in place, okay? Okay. That’s ah, that’s. Excellent. That would be persuasive to me. Position as as an advantage. Somebody who tells you that there’s no risk is not doing a complete analysis. You know, they’re they’re superficial and were detailed, etcetera, depending how far you want to go in trash trash in your competition. Okay, that is a great intro, right? We’re goingto going go out early for our first break. When we come back, we’ll bring in john hicks, we got him on the line now, and, uh, we’ll get into where does this start? I mean, is this a chicken and egg thing? I mean, to me, it seems like funders have the greater responsibility. They’re the ones with the applications, but we’ll talk about that on dh, more about, you know this, don’t ask, don’t tell about risk that that were in stay with us. You’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website philanthropy dot com fund-raising fundamentals the better way. Welcome back to big non-profit ideas for the other ninety five percent they were on facebook live, so i want to give shouts shout outs to carry my croghan good to see you, carrie it’s been awhile, it’s been quite so quite awhile. Thanks for being with me, man and jeff rose and also and there are others there are multiple others, but i can’t quite see them all right now, but we’ll get to them more facebook live shoutouts, let’s bring in john hicks john hicks is principal of de lb hicks consulting deal b is for dylan’s light bulb and if you don’t know that story, it’s at deal be hicks dot com he’s on the faculty of columbia university’s master’s program in non-profit management and a contributing author to the books after the grant and the non-profit handbook fund-raising he’s at de lb hicks john hicks welcome back. Glad to be back. Thank you. You’re you’re on vacation in north carolina, are you? Is that right? Yeah. Absolutely beautiful day down here in the outer banks. Well, thank you for joining us on vacation, john. Thank you so much. Thanks for doing that. Uh, jon, do you heard the intro, i hope. Where yuan for that? I was okay. What do you think of this idea of raising risk? Other people might not be well, i think it’s incredibly important it’s something we talk about a lot in our grants glass at columbia university about mitigating risk for the donor and mitigating risk for the non-profits and i was one of very quickly right off the bat compliment maya and her team on raising this topic for grantmaker but i think it’s also everything that i’ve seen has been developed by by the team. I would love to share my plan to share this with my client because i think non-profits have to be looking at risk management in terms of developing long term, sustaining positive relationships with donors, but also, you know, you have to do a reading, undertake a really solid reality check when you’re starting a new program, you know how how much can you realistically do? How much can you realistically deliver? Um, so it’s an important topic and, you know, it’s, just so great to see this being, you know, brought out in the way that it’s it’s been taken on my uh, where do you feel the responsibility lies for starting what you want to see happen a lot more often than it does in, like thirteen percent of grand applications or something dependents look like depending whether you asked the funders or the or the grantees, you’ll get different numbers as to how often it’s it’s raised, but in both cases it’s in the vast minority of applications, do you feel like it’s the funders? Responsibility? Because they’re the ones asking the questions they’re the ones with the with the applications so open it, lee risk itself is a shared responsibility. I mean, these often heard the conversation, and rightly so that non-profit can’t do their work for that thunders and thunder achieve their objective non-profits so we really are equal partners in in sharing and the successive failures and rick, every project that we partner on, but the reality is that there’s also a power dynamic within that partnership, and that power dynamics is very clear and it’s such a the thunders so as much as i do think there is a place and is a safe for non-profits to stand up to breathe ray’s, tow, have the conversation. To raise the issue uh, really, if we’re going to see widespread change, it’s going to have to come from the underside and it’s gonna have to really be be demanded as thunders. And i like to sort of think about it as risk monitoring an evaluation was pan of fifty years ago, right? It wasn’t until even though non-profits knew that they could do better at measurements were trying to do better measurement to billy and sam impact of their products. You know, it’s not told donors have a really big lever when they asked for it. And when they funded that’s, when things really start to move and change, all right, let’s, let’s drill down into some of the how tio, how to do this my way if i’m of i’m a potential grantee and there’s no mention of challenges, risks, obstacles in an application for for granted i’m applying for how do you like? How do you encourage organizations toe raise the issue? Do they wait till there filling out the application? Do they started in the preliminary phone calls that we hope that they’re having before they submit an application? How do you like to see? This one of the things we found on the underside in particular is not that thunder don’t want to know about bricks or don’t want to ask about it’s just that it’s not part of the grantmaking mainstream grantmaking culture, and so it doesn’t even occur to them, and one of the things that is also absent on the underside is very serious for thinking about their own risk tolerance and being able to define that. So one way to ease into the conversation without going straight to hey, you want to me to give you a risk assessment is to ask the thunder about their risk tolerance. Askin, you know hey, what is your profile? What are the types of risks that you like to see potential grantspace taking? And what are some of the risks that you tend to lead to a void in your grantmaking portfolio? Not only is that dahna night entree to the conversation, but it will also give you as the applicant, some really interesting on dh hopefully helpful information around here. What will be a better fit for that particular thunder? All right, john, how do you feel about when when it’s appropriate? To to start asking these questions may be asking the funders risk tolerance, what’s your ideas on how to raise this. I know what my just said about you is that it’s very early on in the conversation? I mean, this is why, you know, a best practices, particularly taking on a ah large initiative, a new initiative you’re looking at standing something significantly, i i’m a big believer in coveting the client or the organization through having on initial conversation with grantmaker i think that’s where you you asked that question about risk colorants, and then but at the same time, i think the charity has i have a responsibility to have considered that question and be able to speak to handle day are assessing risk and how they have factored of risk-alternatives grain up. So i felt that, you know, a grantmaker handup that obligation to the grantmaker and john, can we quantify these things? I mean, ultimately we’re asking the funder for money. Can we quantify the likelihood of risk percentage of likelihood vs versus potential cost? Can we quantify this? I think it really depends on the program. Tony means sometimes if you’re if you’re looking at replicating something that’s already been found there might be information helps you to do that in a lot of cases that i come across, it may be that thie organization is trying something that’s very new and it’s very i mean, it could be a something new within a community, something new with them, a community of practice, and it may be hard to put numbers around that, and i think this is where, again, engaging the grantmaker and a conversation toe tried to bring out the questions that they’re going to have because, you know, ultimately you’re talking to a grantmaker you’re talking to probably a representative, who is? Mom has a responsibility to a foundation board and, you know, you want to get a sense of where is the board? We’re that foundation board, in terms of, you know, going back to what my dad says, what is their wrist and that mike guy, the metrics and the numbers and that helps you to create and construct a grant proposal that would speak to you know, that you could or you might be able to quantify risk. Let me give you a couple of my hold on. One sec, i just gotta do a lot more facebook live shot out sorry if you want to join us on facebook live, go to the tony martignetti non-profit radio page and joining us most recently craig’s swenson onda cara gammel, cara charles hello hello karen, what a pleasure. Thank you. Sorry, maya. What do you want to get my? What do you want to say about quantifying this for funders? Yeah, i’m really glad you brought that up, it’s something that we’ve actually been looking at open road for the past couple of years and unfortunately compared to certainly the for-profit sector, we just don’t have numbers yet, and this is in part due to some of the other clans patients, particularly when it comes to pricing in cause so that our sector is facing. So we’ve actually been having conversations and working with partners that would stand and non-profit finance son, people who are looking at things like overhead on dh, the survey shin cycle and accurately pricing the true cost of a process. We haven’t even figured that out yet, so this figuring out the next step beyond what is the true cost of a perfect projects. To say ok, and now, based on some sort of actuarial tables or other data that we could drop from here is the risk premium, if you will. I do think our sector is going to get there, but it’s going to be many more years and are you you you’re helping this conversation along the way? This research along, i should say, not just conversation, wei are yeah, we are helping to search along. In fact, one of the things that were excited about is within our portfolio. Now that he’s been around for five years, we’ve got over a hundred krauz funded, which also means we now over have a whole one hundred and miracle data points of what actually does go wrong in our sector. Andi, we’re going to be publishing reports later this year or early next year that begins to offer actually the first data that empirical david, what goes wrong? For what type of project, how often and under what circumstances? But failure has always been and can gentle and related challenge to this question of risk. You know, i say failure is a risk realized so and we all know how difficult it is to talk about failure in our sector so it’s very hard to get some of this data because people don’t want to admit failure. There’s certainly not recording failure. Can you open up an annual report? You see all of the good numbers, right? All of the return numbers, nobody, uh, really truck goes around. Failure is risk allies. Dh jonah, you hear snickering whereas my talks about the annual report, you want to answer them? I mean, no, i’m not laughing at you with everything that, you know, i think that it’s like when i’m sitting here with someone who probably, you know, works with charities on reports, and i’m constantly, you know, playing to my clients, that i think when we come back, we’re behold them to come back to a grantmaker and to honestly say when something doesn’t work, what do we understand about the failure? Why did it fail? How are we going to take that failure and learn something? Promise? I agree. I think that you know that sometimes there’s uh uh, there’s. A lapse in communication where the great you know that grant he feels like, okay, i just have to go back. And talk about all the really good things that happened and you’re right on the point of annual reports, there’s a lot of annual reports that just simply, you know, put a fairly burnished picture out there of the work that seemed done when reality not everything works and the more you can understand from it’s better you’re going to bay so i totally agree with, you know, with the point she’s making yes, producing this show, john, i’ve heard rumors to that effect. Not everything works. You have something you will. And when i said you were snickering, i didn’t mean you were snickering derisively maybe i should said you were chuckling or you were bemused. As as my was talking, i didn’t mean to suggest that you were you were being negative. About what? About what? She was saying that at all? No, not at all. You have a lot of you have a lot of good tools that open road, alliance, dot or ge on dh. One of them is you talk about a risk profile statement. What is that? Yes. Let’s. Go back to the convent and made earlier around. What is your tolerance? Andi? This is a tool that we developed with thunders and nine, but i think it is equally applicable and adaptable for non-profits out as well. One of the things that we found in our work and research is that it’s very hard to take steps to manage risk, to try to minimize it or avoid it. If you haven’t gone through the preliminary step of figuring out what you’re willing to deal with or not right, what is your current service profile statement is basically the idea that you go through a a very deliberate and intentional discussion with your your staff for your board, your trustees, depending on what type of organization you are and you really deliberately come up with what you’re risking, tolerance is and think about it along different not so your risk tolerance when it comes to taking reputational risk might be very low, but you’re colorants for innovation might be very high risk is not a single single variable, either. On the idea of this profile statements and it’s sort of the division would be wow, imagine if every thunder you could go to their website and you could look at their risk profile statement. And you could see in writing where they’re willing to take risks where they’re not willing to take risks, you know that? And it’s non-profit we’re able to look at their programs and strategies in the same light you the matchmaking, if you will, between non-profits grantees, not only is there potential for that becomes easier, but if you don’t know what risks you’re willing thank you, it’s very hard, then to identify and managed. So if you are looking to improve your management in general, you would’ve also have to do that. First step is figuring out what risks you even talking about and which ones are going to be worth it to try and save it for duitz and we need to, i guess, then set aside money teo plan for these could negative contingencies, absolutely, and that gets into the risk management side of it is sort of the objects inside of fifty will he other think cubine mind is that when we’re talking about a profiler with cholera in ultimately that’s a subjective measures, you know, whether or not i prefer to curtis, test with stock or treasury bonds is a very subjective choice on dh. That’s a choice that thunder have every single day do they want to invest in the tried and true after school program? Where do they want to invest in the innovative new inner cities i have model and whether or not which one they pick is as much about the impact that piece of the cross product can provide as much of the currents of the thunder, but that’s ultimately a subjective measure, but once you have that subjective measure now, you can do this management, and you can look at the object in sight of the fact that no matter how little tolerance for averse service you are subjectively it’s filled and exits, and you’re going to need to manage it and you can manage it through budgetary actions. You can manage it with internal policies of procedure e-giving manage it with communications on a whole bunch of other tools have been become much more easy to implement and ready it at your weinger john hicks, anything you want to head there? No, i think an ideal world and if we do live in an ideal world where there’s a lot of grantmaker who are listening to this program. Or are taking the time to go and get their hands on the tool kit, and they’re going, they’re going to use that five again, you know, just applauding the work that maya and her team have done on the topic and i hope, it’s useful to the grantmaking communities well, our our listeners are the non-profits over twelve thousand small mid size non-profit so what? We’re we’re i know meyer’s working on both sides because this is a shared responsibility, but so what we’re doing is encouraging non-profits to raise it with their they’re funders on dh that’s, why i want to drill down earlier and about how do you the asked both of you? How do you raise the question? Because where, you know, we’re hitting the non-profits and now the newly competitive because of maya’s my strategy and thinking on this, the newly competitive non-profits because they’re there now at a competitive advantage that they weren’t roughly twenty eight minutes ago. So i feel bad i feel bad for your competitors, not listening. You should, but you shouldn’t. But i do because i wish they were listening, which we have more but wait, we don’t have an audience to brag about of course we do, but i feel bad for the feel bad for the ones they’re not listening. My, i’m going to give you the last word. We just got about thirty seconds ago. Once you wrap up for us. Sure. Well, i guess that’s the last thing i would say, you know, keeping that non-profit audience and nine is duitz sebi breaks, you know, and stand up. There are a lot of a lot of things that you think you internally and externally with their fenders, put a risk front and center center onda also in terms of your own internal processes, you sustenance on your own. Anyway, even if you don’t know, never hear about it. Yes, what? You’ve just made your program stronger. You’re gonna have more impact and be more successful, which in turn is gonna attract more donors regardless. So i do think there’s a lot that non-profits could bring to the table here on but the end of the day without non-profit hundreds of just sitting on piles of money doing nothing. So i think it really, really is a great role that complaint my is executive director of open road alliance, open road, alliance dot or ge and at open road tweet john is principal of de lb hicks at de lb hicks dot com and also at deal be hicks. Maya. John, thank you so much. Thank you. Thank you for your pleasure. Got a void? Social weariness et s w with our own s w amy sample ward coming up first pursuant acquisition campaigns, they’ve got a free webinar, so much of the content is free it’s almost it’s redundant to safely webinar when you’re talking about pursuing but just in case you’re a first time listener free weapon are coming up to help you acquire new donors. It’s on august thirty first what inspires that first gift for a donor? They’ll talk about it. We’ll have lots of examples and and as we do here, actionable strategies just like non-profit radio, if you can’t make it live on august thirty first at noon eastern, then watch the archive listen live or archive, just like non-profit radio and the place to sign up. Is that the new landing page that pursuing has for non-profit radio listeners, that is tony dot m a slash pursuing with a capital p go there, sign up for the, uh, acquisition campaigns webinar and if you can’t make it live, you’ll get emails about you get an email telling you when the archive is available, so it doesn’t matter where you could make it alive or not. Just go, tony dahna i’m a slash pursuant we’ll be spelling, you know that super cool spelling bee fundraisers, millennial fund-raising and fund raising because they do spelling bees that include live music and dancing and stand up comedy, not your seventh grade spelling bee. At least not my seventh grade spelling bee from like, what would that have been? Nineteen, seventy one or something? Or nineteen, seventy five? Whatever. I was not like that. Throw that out. Check him out. The video that will show you all this happening at one of their many events is that we be e spelling dot com. Then just talk to the ceo. His name alex alex career. You’ve heard me talk about him. Get him, alex at we b e spelling dot com or you could pick up the phone. The numbers on the website. Check out the video. We b e spelling dot com have a millennial spelling bee fundraiser for your organization, low risk that’s probably don’t have to raise the risk issue for a spelling bee. I would think, what could it possibly be besides embarrassment now, time for tony steak, too. Listen, i really need you to be supporting our sponsors pursuant, we dispelling two new ones coming, the two new ones coming next week. Yes. Apple owes software is starting next week and also wagner, cps so we’re going for sponsors and peace organizations come to me. I’m very grateful for that because they know we’ve got a very consistent show every single week for seven years and over twelve thousand listeners, and i need you to step it up and show your love to our sponsors. So if you’re looking for millennial fund-raising talk to, we’d be spelling, and if you are interested in lots of free content bond fund-raising management then talk to pursue it, check them out, go to that landing page and likewise will be hearing me talk about wagner, cpas and apple owes software we need to show the love to the sponsors. Please keep respond to keep your sponsors. Our sponsors keep our sponsors in mind, thanks so much, and that is tony stick, too. And now time for a s w r own amy sample ward she’s, a social media contributor, and she’s, the ceo of inten, the non-profit technology network. Her most recent co authored book is social change anytime everywhere about multi-channel online engagement she’s that amy sample, ward dot or ge and at amy r s board. Welcome back in the sample. Ward. Yeah. Thanks for having me. Yeah. Did you see? I put i’m sure you noticed that she had put your initials in the segment title. Now, i actually thought maybe this meant there was a lot more pressure now that any topic in the future has to be able to fall into a nasco w acronym. No, i don’t. I don’t feel like that now. Besides, i’m the one who put there. I would be putting the pressure on myself because i there. Yes. You don’t hear me. Hello? Hear me? I cannot hear you. I’m not sure if you can hear me. Okay? Okay. Why don’t you call back and call back so i can hear you now? Okay. Okay. Now i was saying that there is no pressure because first of all, i did not ask you to come up with a title that met your initials. I did that myself, so you can blame me for that. And no, not not a precedent setting measure. No, you don’t have to worry. And we just lose amy. We did just back now. Now you are back. Okay. Did you hear? Everything i just said, i’ve been in the system the whole time listening to the whole show. And then when it’s my turn to talk wait cut you off? Yes. Did you just hear my whole diatribe? No, i didn’t hear you. Well, alright, basically. Well, i thought maybe i sum you buy my comment. Oh, come on. You know better than that eyes no silence on non-profit radio that never that would never happen. Okay, well, you’ll have to go listen back. But the short answer is no it’s, not a precedent. Don’t worry, grayce so what? We are talking about setting boundaries around your social. Is this getting to be now? Is this going to be an issue for you and your community? Definitely been a really kind of top of mind. Intentional topic here at and ten, i think i think last fall leading up to the election, regardless of any candidate that any single person was voting for. It was just such an intense election and the, you know, everyone turning to social media all throughout the campaign turned to social media that i think by the time the election happened, everyone was just really at this kind of emotional breaking point around how much content there wass how often updates were coming through and that’s both content from, you know, out less media outlets, newspapers, etcetera, but also just content from each of us write everybody sharing things and adding commentary and just reflecting on things that i think people have you no for almost a year now felt like i have to find a way to take a break, or i may be going to lose it, you know, i’m just reading too much, and i feel like if i’m not, you know, i’ve left my left my desk, but now i better open up twitter on my phone because i want to make sure i’m staying on top of this, that people are getting to a place that i think is really overwhelming. I understand, yeah, there’s so many more people paying so much more attention to the networks and the news. I mean, this is the social networks on dh exactly on i would never advocate against that way. I mean, i’m excited that we have a country that feels like people are paying attention, i think, for non-profits that this is a huge moment for us because it means that when we send out on a call to action or an appeal, we can make less of a point about what it is that’s going on because people are are now informed and waiting for that action and indifferent way, right? So on one hand, as organizations it’s a really great time because people are informed and are paying attention, but as individuals and individual staff, i think if we don’t set some boundaries around how much content we’re trying to absorb every day, we will just burn out. Look how good she is bringing it right back to the listeners wait brilliant were brilliant contributors on this show, the host is lackluster, but the contributors are outstanding example exemplary, alright, so yes, so as individuals and maybe even as organizations to i mean, if we’re a small organization, we don’t we don’t have a devoted social media director manager, this applies on the organization level to so what ideas you got? Well, i think at the very basic, when we’re talking about just boundaries in general, something that i have been practicing and that a number of other staff here it and ten have also been practicing is to kind of use different devices as a way to create boundaries. So for example, i don’t have facebook as an app on my phone, and that means that i’m only going to go expose myself to the world of facebook if i’m sitting at a computer and i can open up a browser right? That i’m not just like on my phone, letting myself be kind of mindlessly sucked into that news feed, so separating which which channels which applications you’re going to look at on different devices means oh, well, you know, maybe in the evenings you liketo have a tablet because that’s, where you read, you read a magazine or you have a kindle or something, making sure that you minimize how many other apsara on that device will help you create some boundaries so that’s excellent. And then in addition to that, i think it kind of goes hand in hand, but it’s picking times of day where you want to engage, so saying, you know what? During the morning when i’m getting up and i’m having my coffee and i may be with my family, i don’t wanna have to start the day already worried about what’s happening in the news, right? So, like i during these times, even though the temptation is there, i don’t check twitter until i get to work or something. So picking sometimes a day where your mind knows, okay, it’s okay to go down the rabbit hole. This is my life twenty minute twitter break when you get into the office or something, but then the rest of the time, you don’t feel like, oh gosh, i should check i should check i should check you say, no, i have that time when i know i’m going to go check it. That’s a tough one. You know, people have been saying that about email for a year for years as manager. Way of managing your inbox on ly check email, whatever two, three times a day instead of i think the is in the aft national adult average, like a hundred times a day, we look at our phone to check email something instead of doing it a hundred times. Cut it down to three that’s a that’s, a tough one. You know, last time i had beth can’t iran and i know you know, beth very well and she’s very smart. She talked about how difficult it was for her to break the habit of waking up and picking up her phone and looking at email it’s, hard it’s shorts and part of it, if you know you have that habit, let the device help you with that, right, you can set your different channels, whether that’s, social media are email or whatever toe on ly shou notifications at certain times or never shown on vacations. I think it is very healthy to make sure your phone is not constantly showing you the number of unready males, because that is just like a stressful little picker, right? So, you know, howto open email on your phone, you can go look at it, but you don’t need this scream at all times to be shouting at you fifty on read emails, right? So you some of the control that you have just by the settings and was identification setting their display settings to help create some space there? Yeah, that’s a great one. You know, i’m going to do that that’s a great, like that little red badge next to my helmet that red number you need that. I don’t need that in your life, right? I’m going to look at that. I’m going to check email anyway. I don’t need to know that. There’s there’s one i didn’t. I didn’t get to. I just checked back. They just check twelve. I closed the damn thing. And now there’s one how did that guy? How did that bugger sneak in there exactly. Just feel good about closing it. Yeah, you don’t need that picture and you know it’s a great one. It’s not a phone app, necessarily. But if you use gmail, i know a lot of folks do. If you use gmail there’s a free ad on called bloomerang and if you in add that into your gmail in your browser, it can mute that incoming email like you were just talking about for you. So it’s not a matter of temptation of saying, gosh, i can’t even open my email because i’m always forced to look at it two or three times a day. You can have it open. You could be sending emails. You can read emails that air there, but it will not show you the incoming. E mails wow, during these times where you say i want a mute email for the next hour so that you’re not tempted to dive into all those new emails while you’re trying to focus on something else. That’s outstanding what’s that called it’s called bloomerang bloomerang and it only works with what did you say? Gmail workflows gmail? Okay, well, i don’t know if it works on other things, okay? I know that it does work with female. I’ve heard i’ve heard of female, so okay bloomerang cool, you’ve great ideas, it’s amazing. What? Well, i mean, i think it’s what’s important, even if those air to specific things that you already do or you don’t care to try, they’re just example to illustrate that there are some ways that we can use technology to help us stay away from technology. There are some good tools are quick little add ons that can help you create some boundaries and some filters so that you’re not feeling overwhelmed all the time that you don’t have to do all that work, right? You don’t have to say i just need to be a better digital citizen and not care to check. Facebook, facebook wants you to check it it’s going to send you notifications every way it can and it’s trying to get you back in there so you don’t need to feel guilty for checking the notification instead. Think about where where should i go turn off those notifications? Facebook isn’t trying to tempt me back in and the emails the emails of facebook sends did you know that seventy nine people like the recent posting you’re non-profit happy hour? Oh my god! Yeah, i got to turn that off, too. All right, that’s, too? Yeah, i got one the other day that i thought i felt so desperate, it’s said. You have not updated your public, i don’t know if it was my profile or just i hadn’t posted to my own kind of, you know, posted into the news feed in fifteen week don’t you want to see it? And i was like, if i haven’t done it in fifteen, we space book makes me maybe you could just let me go, you neo-sage they’re trying to trying to get you back in. You’re not cooking on enough ads for them to suit them exactly. All right, we gotta go out far for a break. When we come back, we’ll talk about the ultimate low tech non-technical way of turning yourself off. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from a standup comedy, tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked. And naomi levine from new york universities heimans center on philantech tony tweets to, he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t g n e t t i remember there’s a g before the end, he hosts a podcast for for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. I’m jonah helper, author of date your donors. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back and i got to say hello. More shout outs to facebook live, we’re on the tony martignetti non-profit radio page and scott williams with us. Mike hargrove, barbara freeze owner and terra kelly who’s now tower hickey, but i know you’re a star. Kelly welcome. Good to see you, facebook live! Thanks for being with us and there’s people on other pages, too, if you made beyond the talking alternative page. Thank you so much for being with us, facebook live and that leads me, of course, to live listener love the podcast audience the what am i saying? The live streaming audience. Our live love goes out to tampa, florida. Woodhaven, newjersey, ridgewood, new york. Which one you want? That’s, queens. We also have brooklyn. We have new york, new york. We’re missing staten island in the bronx. We got left to get that follow five boroughs, but live love to the three bottles that are with us. Queens, brooklyn in manhattan, andi woodbridge, new jersey. Also besides woodhaven, let’s, go abroad, seoul, south korea cells so of course, always checking in. So so, so loyal in seoul and your haserot cancer, ham, nida, germany. We can’t see your city? I’m sorry, but germany’s with us. Guten tag and rio de janeiro, brazil welcome live listener love to you also on the podcast pleasantries go out of course, to the over twelve thousand listeners on the podcast medium were multi-channel here where multi-channel multi? I know we’re multi personality maybe, but we’re multi multi. So, uh, every time i’ve been on, at least one listener has been on from seoul, i think that’s so awesome. Yeah, yeah, they are soul is very, very boyle. Yeah, i love it. So the podcast were the podcast audience. You’re pulling me back in howto live love. I’ve advanced. I’m past that now. I went to the podcast wasn’t i’m sorry you’re into other channels? Yes, or the other that’s, right, it’s, the podcast audience. The pleasantries go out to the over twelve thousand listeners, the ceos, the fundraisers, the the board members, the consultants pleasantries to you. And then, of course, the affiliate affections to our am and fm listeners throughout the country. Thank you. So glad that your station has included non-profit radio in its weekly schedule. Affections to our affiliate listeners and turkey in mexico joined us as well, back to the live love turkey, mexico sorry, we cannot see your cities, but but we know that we know you’re there. We know you’re there. All right, amy sample ward. Thank you for that indulgence, even though you interrupted, but okay, so let’s go to a very i know it is that i love having you on, you know that let’s goto a completely non tech way of setting boundaries, and that is just turn yourself off and take a take time away right from the social net from the networks. Yes, take a little social media vacation. Ah, sabbatical, if you will, you don’t have to close everything permanently. You don’t have to cancel all of your accounts, but, you know, and i think it doesn’t have to be like i’m going to take the month of september off of twitter or something. It doesn’t have to be so rigid and intense, but just saying, you know what? I wantto give a gift to myself of saying that every sunday afternoon is for me and not for the internet, it could be that simple, right doesn’t even have to say, oh, gosh, it’s twelve oh one, i’m already entered into my afternoon of no social media just saying, i i want i know that it will make me feel better. I’m going to give this to myself and then as you start to make that a regular routine, i think it’s easier to say ok like this feels good. I didn’t have to check anything all, you know, all sunday afternoon or whatever today it is, just give yourself that regular vacation very good idea and so simple to do and, you know, be good to yourself, you know? You need you need time away from the i don’t know the pace, the fast pace of the networks and the networks are only expanding and they’re only encouraging you back. Mohr and maura’s, we were just saying before the break, you’ve got to take control, you have to you have to it’s on you. They’re not gonna let you alone. You have to tell them you have to tell them to let you alone. I mean, just in that same way of, like, take control, i think it’s so easy to feel like, especially with channels like twitter where there’s it’s just happening so fast, right is just kind of streaming by that it can feel like you’re kind of this passive participants audience member right there, watching all of this content go by that again, just like you’re saying remember that you can be in control, that i think some of the smartest things to do for using it, not just setting boundaries about when you use it, but when you are using it are to use the list, make sure whatever channel you’re talking about, that you’re kind of filtering that content. It’s okay to follow a million people on twitter but start making a list of specific voices or people or certain hashtags that you you really do care about that you trust that you want to listen to first, and then instead of feeling like, okay, this is my to use that example from before. This is my kind of twenty minutes twitter break when i get to work instead of feeling like great. Now i need to read like all of twitter somehow open first that lift and just listen to those voices that you already know you care more about her that you wanted to listen to first, and then if you have extra time, open up the whole world of twitter, go back to your full kind of followers stream but don’t feel obligated to just always have to consume it all. Use some list on dh kind of filter down what you’re reading. Okay, excellent. Listen hashtags yes, and go there first, cause that’s your most important stuff to you, right? And then, of course, we could weaken turn off certain people if we need to. Yeah. Oh, my god! Unfollowed people just a kn follow-up make that stop if that if that is something that is not productive, you don’t mean maybe they’re your aunt and you feel like you can’t facebook unfriend them just mute them. Tell facebook you never, ever want to hear from that person, but they will still see that your facebook friends you know, maybe you need to maintain that in your family but again let some of those system preference options help you hide content that is on ly goingto make things worse for you. Okay, so and in that similar way i think you know something that’s been really helpful for me and my friends. Outside of work is just being intentional, you know, having conversations with folks and saying, when you realize that every person has started kind of their story or the article that they wanted to talk about by saying, oh, i read this article on facebook or i found this thing on twitter realizing that everyone’s starting place with social media, you know, we kind of had this conversation of i want i want to intentionally go find content that’s interesting to me that i made, you know, maybe i don’t tell anyone about it, i just read it while i was eating lunch. Or maybe i want to talk to my husband about it, but i don’t want to have to start every conversation with i read this article on facebook. I want to feel like i am, you know, i am not beholden to just those social channels i want to go find some other content and knowing that kind of having that realization has helped me and my friends and i have been all have a couple points during the day where we say i want to go like, look at the new york times home page. Oh, how crazy versus waiting for news. Articles to show up in twitter stream so just kind of thinking about how you want to be interacting with with content and media instead of just passively feeling beholden to the channels that you’re already a part of, i think also helps just with that kind of awareness, like we used to pick up the newspaper every day from from from a doorstep. Yeah, yeah, from the news stand okay, okay, which never like two minutes or so left. What else? What else? You have some ideas around filtering fill your other ideas around filtering content. Yeah, something that i found really helpful is that, you know, inside of channels like facebook is having private or semi private group that i engage in a lot more than just that generic kind of big news feed type engagement. So i’m not logging into facebook just to see what happens to be there. I’m logging in to go talk with this community. Andre could be really small or, you know, they could be professional, that i’m not saying there’s only one type, but i think creating some kind of safe private spaces with your friends, with family, with people that you like in any other way is really helpful because even what i have found t use facebook, arlington is two examples of people will still reference content in that group that maybe, you know, is everybody’s sharing that, saying on facebook or there’s a big news item on lincoln that lots of people are interacting with, but it’s a it’s a different way to talk about it in that group than it is often, you know what i’m talking about, where, like lots of different voices jumpin on a thread, and it just turns into a dumpster fire so instead, you know, having a kind of smaller, safer space to talk about things again just makes it feel a little bit more positive to engage their, especially around news items. Then it would be i just feel like you’re commenting on somebody’s post again create small groups that you want teo intentionally interact with versus just waiting to see who’s online and there could even be offline in your really real time real life community. Oh, my god! Okay, we get yes, yes. Oh, yes! Oh, heretical. How heretical is that? All right, we got to leave it there in the sample ward. Thank you so much. Thank you. You’ll find her at amy sample, war dot or ge and at amy r s board next week. I don’t know next week. Oh, no, i do know. Next week i was going to threaten you with fermentation that we actually i thought it might be from fisher, but no, we’re not doing that. It’s going to be with jean takagi. Jean takagi is returning and we’re going to talk about fiscal sponsorship. Big topic. I think we’re going to the whole show. 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 and by we be spelling supercool spelling bee fundraisers we b e spelling dot com our creative producers claire miree sam liebowitz is the line producer shows social media is by susan chavez. And this very cool music is by scott stein be with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great. Hey! What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do you put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.