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Nonprofit Radio for October 19, 2018: Your Tech RFPs & Donor Advised Funds

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Drew McManus & Ceci Dadisman: Your Tech RFPs
Two tech providers from #18NTC reveal what they wish you knew about crafting your proposal solicitations. Plus a few secrets their colleagues wish they wouldn’t reveal. They’re Drew McManus, principal of Venture Industries Online and Ceci Dadisman from Form.

 

 

Gene Takagi: Donor Advised Funds
Gene TakagiGene Takagi returns to discuss the pros and cons of this increasingly popular donation method that gets lots of press. It’s gifts for nonprofits, why all the fuss? We’ll find out. Gene is our legal contributor and principal of NEO, the Nonprofit & Exempt Organizations law firm.

 

 

 

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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 sheer adoni sis, if i saw that you missed today’s, show your tech r f p s to tech providers from eighteen ntc reveal what they wish you knew about crafting your proposal solicitations plus a few secrets their colleagues wish they wouldn’t reveal. They’re drew mcmanus principle of venture industries online and sissy dad baizman from form and donor advised funds jean takagi returns to discuss the pros and cons of this increasingly popular donation method that gets lots of press it’s gets for non-profits where all the fuss we’ll find out. Gina’s, our legal contributor and principle of neo the non-profit and exempt organizations law firm tony take two a driving rant responsive by pursuant full service fund-raising data driven and technology enabled tony dahna slash pursuing capital p wender cps guarding you beyond the numbers gregor cps dot com bye tell us turning credit card processing into your passive revenue stream. Tony dahna slash tony tell us and by text to give mobile donations made easy text npr to four, four four, nine, nine, nine here are drew mcmanus and cc data zeman from the non-profit technology conference welcome to tony martignetti non-profit radio coverage of eighteen ntcdinosaur twenty eighteen non-profit technology conference we are in the convention center in new orleans, nola, louisiana, and we’re kicking off our coverage with this interview. This interview, like all, is sponsored by network for good, easy to use donorsearch and fund-raising software for non-profit i’m very pleased to welcome for our kickoff interview. Drew mcmanus and cc dahna sametz drew is principal of venture industries online and cc is digital marketing manager four for money and your seminar topic is everything tech providers wish you knew about reading an r f p plus the stuff you want they want, plus the stuff they want to keep secret. All right, let’s hope that the conversation is shorter than the title. Welcome well thinking. Well, you’re very welcome, let’s start off cc i love you. I don’t know, i don’t know if viewers of the video are not gonna be able to see your pendant, so show that off. No, all that off. Put that on the mission in camp. Okay. Awesome. Thank you. Yeah. Very striking. Thank you. Why do we need this topic ? What’s what ? What’s not going right with peace ? Well, i think it a very basic level as non-profits we all need to do our peas at one point or another. Right ? And sometimes they can be a source of a little bit of trepidation for, to write and to sort of put out there to vendors. And we felt that this was a very timely topic to talk about to help ease people’s minds a little bit about that. And really give them some deeper information into the r f p process. Yeah, okay. Drew there’s, there’s trepidation people people are fearing this this process, right as a web developer, we get extremes there’s either trepidation where people don’t know how to approach it because they don’t feel comfortable with how to evaluate proposals. They don’t know what to ask for. They just don’t know how to kick the process off or on the other side of that. They have this extensive laundry list of things they think they want without really knowing even what they can can’t ask for or what i knew. Platforms and options are available. The r f p process really should be more involved with learning what you have and what can be. Okay, so that’s, what we’re gonna be talking about what you have and what can be so both of you are on the receiving end of a piece. Is that right ? From from non-profits currently, although i’ve spent most of my career working full time at non-profit organizations and as a consultant working on behalf of the non-profit for these kind of things. So that’s sort of how we’re approaching this drew is definitely on the vendor side, but my experiences is farm or on the non-profit side. Okay. Okay. So, let’s, stay with u c c your description promised tio pull back the curtain. What ? Pull back the curtain of how tech providers are crafting their proposals. Okay, with you right now, he’s. The current can you ? Uh, yeah, yeah. I mean, i could talk a little about what’s behind this curtain. Yeah, i can talk about it a little bit from the from the non-profit side in creating the r f p you know, our peace can be a really big project, right ? They could be something has looked at that is that is very involved because you want to make sure that what you’re putting out there is is true to the project that you’re looking toa have completed, and you want to make sure all the right information is in there so that you get the right vendors because ultimately you want a good vendor experience. You had a good working experience and we want attracting the right exactly you want you want the right vendors toe look at that project and won a bid on it, and ultimately you want to find the best vendor for your particular organization on dso in this session, you know, we’ll talk a lot about, you know, really what needs to go in that r f p from the non-profit standpoint, it only in the session we’re going to sharing here, too, right here yet. Zoho back on non-profit radio listeners, i don’t know we’re going to be doing out here too, right ? Right now we are ok, we are right. So one of the big things that we’ll talk about from the non-profit standpoint is at a very basic level just being honest about what you need from this project to put into the r f p, you know, bring all of your assets together, bring your team together before you even start writing the r f p to, you know, figure out what you really want let’s say it is, you know, a website project. You know what ? You really want this website to do what you want, tohave it, what you want to have contained in it. You know what your delivery bals are, what type of conversions you’re looking at so that you can start the process out where everything is sort of laid out on the table before you’re even starting to write the r f p and then as you go through the r f p process, making sure that all of those things are in there so that you know it’s full disclosure for the vendors, okay, what i what should we have in place before we start typing words into r r r f what does stick with you ? Ok, the big things to have in place are number one, the team that is going to be working on this project and have a point person assigned. For the project and that’s a really big thing, making sure that there is somebody responsible for communicating with the vendors about the project, who, you know is going to make the time and the energy commitment to do that, and also gathering together all of the information that needs to go in the website, whether that’s text or photos, multimedia files, whatever that might be bringing all of getting all of that together because ultimately your vendor will need that you’ll have to give it to them eventually, so might as well do it right off the bat, and then you need to gather together all of your other sort of software providers. You know, any other piece of tech that might touch that website ? So if you have, you know, a fund-raising cr m ifyou’re in arts and culture organization, and you’re selling tickets to shows, you know that that software is well, you know, your email marketing software, whatever those things are that need to interact with that website in some way getting all of those things together. Okay ? It’s, time for a break pursuant they’re e book is fast non-profit growth stealing from the start ups. They take the secrets from the fastest growing startups and apply those methods and good practices to your non-profit it’s free as all the pursuant resource is our it’s on the listener landing page. You know where to find that it’s tony dot m a slash pursuing the capital p for please now back to your tech or f p’s drew let’s, go to you. Who should be the point person ? Who’s the right person were now our listeners small and midsize non-profits so i’m gonna assume there is no director. Ok, correct. We should be in charge of this process. Dede was sisi was describing. I knew that was gonna happen that way. Have a dd coming later. I’ll answer to it. It’s not here. Now, it’s actually, cee cee cee is with us who should be in charge for most organizations is going to be the marketing director or the vp of marketing that’s typically the person who ends up becoming the point person because they’re going to be the gatekeeper for most of the content architecture that sisi was talking about. And so that’s usually a decent person to be able to be the point to contact oh, and process the art piece that are going to come in, you know, i’m one year earlier questions you had toss to see see about, you know, the things that we’re looking, i didn’t metoo i’m not gonna look at me, i’m gonna beat it up. Now i gotta beat it up now, so i focus on myself, okay ? On my my mistakes. I know it’s just but being able to actually educate non-profits into the things that they need to realize before they even start soliciting our peace and won the big ones is that that tech provider world, especially web development, is in a massive state of flux. Right now, there are really two large competing schools of how to go about being a service provider, which there’s the traditional old school model of you. Give us the specs, we build this for you, and then it’s yours. Hand it over, enjoy it. Yeah, and then there’s mohr of the annual license fee model. There are one ofthese for things like design and development programming, that kind of stuff. But then there’s an ongoing relationship that provides training support. I like to call it attrition insurance because you’re going in insurance, attrition, insurance, you’re going to have people who are going to turn over, and you need whoever comes in to be able to talk to someone who has some kind of institutional knowledge about that online presence, at least and that’s really not even just a non-profit but in the tech sector, especially that’s been around for years now, it’s almost expected oh, and it’s still a new concept to non-profits and so even understanding when they start soliciting are of peace, they could get some very radically different ideas coming in, and if they’re not prepared for it, you might out of hand, just toss something else that could actually be your better solution. Do latto on doing a lot of nodding ? Yeah, yeah, i mean exactly what drew just said about non-profits are used to this in terms of websites, the subscription model type of thought where, you know, you might pay a maintenance fee, monthly or yearly two, your web developer but really, i think for this particular industry, that is the way to go because there is so much turnover in terms of staff and knowing that you have someone there at all times to, you know, sort of help out, you know, god forbid something breaks or, you know, maybe you just have a question that there is somebody there at all times that can really take care of that. This industry, maybe more than others, should be using that sort of dahna i’m surprised to hear that non-profits air not acquainted with this attrition problem, i mean, they have it in having a crime, i mean, certainly in fund-raising where i mostly you’re saying that they’re not factoring that into this process, exactly, exactly there not really thinking about how that relates to their web presence and also having, you know, a monthly maintenance contract or yearly can be very helpful, even just when you need a little thing fixed or changed usually non-profits will go out and you don’t try to find, you know, a one off kind of developer project or, you know, hyre a freelancer to do something and and once you have, you know, all of these different people that are going in there and touching your website at any one time, ultimately that’s sort of going to dilute the integrity of the website so it’s best to just be able to keep with one person who really knows it in it. Out now, i highlighted. Beautiful necklace pendant. I want to highlight drew’s vest, very dapper vest and pocket square. Now, i am not to be outdone. Pocket squares, but yeah, exactly. Undo that. Drew is the king of the waistcoat. He has a warrior he’s, a waistcoat warrior hashtag waistcoat warrior he’s got a waistcoat for every occasion, and he looks damn good in them. Thank you very much for your marriage. You know each other. You know, it’s outside, outside the professional realm way. Do we’ve been friends for a very long time. And actually, one of the first ways that we met was doing a session. You contacted me to a website session. But when c z was a marketing director at the palm beach opera, they became client of mine, and they’re still clients. Oh, and we worked together on a number of sessions and mostly in performing arts based conferences. But yeah, way. Have a good report. Okay, show’s. Awesome. I love that this is a great energy. Great five kickoff kick off our coverage of auntie. Easy. Okay, drew let’s, stay with you. Something else that sisi mentioned next in the sequence. Gathering the right information that belongs as a part of this or ft flush out out more that’s the perfect question to ask yeah, number question number eight is it took me a while, we’ll slow out of the gate. Oh, it’s, just a number eight it’s one the best ones, because that’s also one of most difficult, because when organizations look at their content, i mean, they look at the stuff that they’re familiar with and what they know. So the actual copy, the media co-branding elements and that’s something that they tend to do fine with but where we encounter groups, having the most trouble is when they have to actually get all that information from point a to point b, meaning that let’s say they have a system built on julia or even wordpress, which is what we use in its open source. But that doesn’t necessarily mean it’s easy to extract the data depending on how that web site was originally built previously. And if in order to say what kind of data we’re talking about trying to get out, it could be anything from more complex information like customer data or event information there an event driven organization if they sell tickets. There’s all kinds of event. Meta, which are little bits of data, like the starting time, the location to find these terms. Because we have jargon. Jail on non-profit mirriam would hate to see you behind bars, but you live served time. You have. Not on this show. I don’t allow it. So you described it. You defined it quickly. Okay, so, yeah, little bits of data that right ? And so that they don’t know that that getting that from point a to point b isn’t a simple as doing, like a simple export. There’s no standardized format for something like a vent data. Even though google and apple have their own standards, it only covers a few bits of metal, so being able to move that might actually require a substantial amount of time and effort that they had no idea it was needed. But worse didn’t budget for, and that could sometimes be the most expensive element dahna project outside of something like developing an ap i connection to something like sales force or cr m or any kind of outside donor-centric connection between your data and some other outside latto yep, it’s the language that allows to different platforms to be able to talk to each other in the same language as opposed to having, you know, something in german trying to talk to someone in russian. Okay, now, how does it now ? I made you tigress thought your fault. How ? Does this all relate back to what belongs in our f and that’s ? Just it ? Those are the things that providers in my position usually don’t tell clients in advance because they well, do they even know i mean at the art of the stage ? Well, that’s just it most non-profits don’t they didn’t ask for that. But the provider doing replying to the r f p at that stage probably doesn’t even know that level of detail, do they ? They should, and they should be asking, and not every provider does that this goes into the heart of this stuff they don’t want you to know about the process is going to be iterated we’re not not just foisting an art of pee on a bunch of vendors, and then they return it within within this by the specified deadline. But there’s a there’s a back and forth there’s a community there. This conversation there should be questioning that’s a beautiful way to put it and that’s one of things that were going to be talking about is the r f in the traditional sense that we’re talking about way are is that the old school ? Throw out the laundry list of things that you want and get it back is not probably going to be in your best interest. We’re going to be talking about some alternative methods, which will be including project evaluations. We are talking about project evaluation, and a project evaluation is different than our pee. In that you will usually pay someone a small fee, a developer, aura potential provider to look at all of this stuff for you, and then be able to give you a legitimate fair estimate of what it cost will be. Okay, so that that’s sort of. Leading into your r f or is it in place of it could go in both one of the options is a migration where i’m sorry, ah, hybrid model where that can then let them build a detailed, accurate r f or they can use that as just the basis of being able to move forward after they’ve looked at a couple of groups to narrow down to a shortlist based on reputation and previous work. Ok, and this can only be good, really, for the non-profits because in this process, you get to know the developers who are responding to this r f p and, you know, that can help you choose what the right relationship might be, you know, rather than just saying, oh, well, these people look great, and there are f p submission looks great, but you don’t really know them. Yeah, all right, so we’re holding hands before we sleep together. Exactly. Get way. Get going. We’re going on a few dates before we sleep together. Okay, look on dating apps. A great wayto use that analogy. That’s. One of the things we have in the session that we’re talking about here now. Thank you. Is that if you wanted to go online and find someone to date and you just have a laundry list that’s called tinder ? If you actually want to find someone that you want to have a relationship with that’s that’s an entirely different story and shoot it might be in harmony, i would like to know the harmony, harmony, scientific that’s, yes, yeah, yeah, yeah. Profiles are more detailed, nothing no yeah, that i know from experience. I’ve heard. I’m happily married on dh, not on any any dating site. In fact, i’m happily married has nothing to do with other dating sites. That’s. True, i don’t know. I don’t see a ring, you know, you’re right, i don’t know. My wife has what she’s here, but we don’t wear rings right on. But, yes, i see your true oh, she’s on she’s, yes, okay, showing you just take that truth, okay ? So what was that ? Aggression ? Okay, all right, so so we’re dating, all right ? So how do we find the people who the potential vendors who could be valuable to us either for this project evaluation or for our f p how do we know where to send this thing ? We’re jumping around a bit, but listeners are accustomed to that that’s a good question, how do how do we know that’s actually really good question, and i know that, and i know that drew will have some thoughts, too, but if your friend on for non-profit that doesn’t really have a lot of experience in doing this kind of thing. I think the first thing to do is to reach out to colleagues for other organisms from other organizations who have recently been through a website, redesign or development project, or maybe you don’t even know them, but maybe it’s a non-profit or another organization that has a website that you like, reach out to them and see who did it see with their experience with and then also utilizing any sort of membership organizations or associations that you might be involved in convene helpful like a f p or a or p r s a and ten more any of those only, like number three any of those. And only after i prompted you. All right, let me sample warning would have been on my list. Trust me. Hyre where ? Seven it’s not there’s, no value. Nobody’s listening that yes, people listen. So all right, so i think that would be the first laurel referral to someone who did something you like or from among your or from among your professional network, including professional associations. Yeah. Putting. And i think putting it out there that you are looking for someone is really good as well. Even just on your social media on your linked in that hay, whether it’s personal or professional or both. Hey, we are looking to redo our website. Does anybody have any ? You know, recommendations, people you love people you worked with that you don’t love you no stairway from this kind of thing. Okay ? Do you have more ? That that’s a great way to go about it. I would say when you go the social media route or a public rout beep prepared for the onslaught. Yes, because there will be plenty of people who are in business development, we’re going to look for those sort of things reach out to you. The only thing i’ve really add to that is looking at other sites that you like as a starting point. You look at that that face is it pretty ? Do i like it ? Do i enjoy how it worked as faras the interaction and the user interface ? And if there’s, ah, website credit at the bottom, which not all sites do, but if there is, then start to reach out to those organizations. But most importantly, when you go to their websites, you want to try to find someone that has as much information about process as in the results because it’s the process that what we’ve been talking about here that really develops that relationship, that build a successful lives, you’re because you’re successful outcome ? Yeah, absolutely. Ok. Yes. You don’t want to just focus well said you want to focus on how great the site looks. It works. But was was it held to get here ? May not be worth it. It may not have been worth it. Is it a mistake to send out a dozen or of peas. I mean, is there an optimal like there ? Max, i don’t need. I don’t want to hear from fifteen vendors. I can’t r or just can’t process that much. Cc what’s. Your advice around how many descent ? I think that i don’t think that it’s a bad thing to get a lot back, i think in this kind of situation, because there aren’t there aren’t a ton, ton ton of developers that work with non-profits to start out with, you know, with some other types of businesses where you might get an onslaught of r f piece from web developers non-profits air a little bit lucky in that, you know, it’s going to be a relatively smaller number just to start out with, but i do think that it’s better to sort of see what your options are and that’s an important part of this process because what i find is a lot of non-profits when they’re doing a website project, they may be stuck, quote unquote stuck with a certain solution because they didn’t know what their other options were, and they were they were working with a developer aura developer was recommended to them that is saying, you know, this is the way that you need to do x, y and z and not that that’s a bad way, inherently, but maybe not the best way for that particular organization, but they just went with it because they didn’t know what there are other options were. So i’m more of the mind that the more sort of information that you have and it is it is a pretty good thing. Okay, so you don’t want to put our backs on it. Andi it’s likely to be a small number anywhere you’re saying, because right, and you’re going to sort of tear those things down. So once you get the first group of them, then you’re immediately going to be able to see, okay, yeah, these were not interested in so here’s, my smaller core group that we’re really going to look at, you know, and then from there, okay. We still have a few minutes left together, drew let’s talk about something that’s related to this development versus legacy costs. How does that relate to this sort of process and what listeners need to know about development versus legacy cost everything they don’t know, which is everything, and it is the biggest issue moving forward for non-profits is if you’re a non-profit like a performing arts organization, they already have a really good idea of what legacy cost is with labour expenses because their labor intensive organizations there’s no way to avoid that. Websites and technology platforms in general are starting to become mohr like that there’s, a minimum legacy threshold, cost wise from an expensive perspective that is increasingly going up because of how much organizations are relying on those platforms, but they don’t traditionally look att them from that perspective because of that one off here’s your website. Now i’m gone. We’re talking about the ongoing costs of maintaining the site exactly, but it’s not just maintaining the site, is maintaining that the ap i connective ity all the software in the scripts that make things do what they do change at haste, that is far more. Rapid than it used to be that’s a great example. Sites are goingto break connections, yes, and what other things are legacy costs that the last thing, the biggest one the next one is going to be with regard to how responsive design functions and responsive design is when you see a website on a desktop, as opposed to on a smartphone and everything shifts around so it looks better on a smartphone that works better. The underlying technology that makes all that work is also in a hyper state of developed and that’s, constantly changing. So it’s and it’s constantly changing to keep up with changes and things like iphones, they come out with new specs and new dimensions, and thing’s called media query thresholds change. So all the rules that go into how stuff shifts around has to change. And if your website or your online platform is a couple of years old, it may already be behind the times and not working well on those devices, even though you thought it originally was designed to do that. Now, listener’s, you’re gonna want to know that i did hear drew say the media query threshold we don’t have enough time to flush that out. So i’m gonna get you gonna get passed, it’s one of fury’s, everything but i’m letting this one go, but i did notice do not do not think that i didn’t catch it, okay ? And then sisi, why don’t you explain the different mean, what ? Drew was just describing those legacy costs and development costs, which i think is pretty commonly understood, but that’s just right, right ? So your development costs that’s really going to be, you know, the money that you’re putting out to make the site right in that first project to actually create what you’re trying to dio and it’s, i love that we’re talking about this because from an organizational perspective, it’s really important to keep a line item in there somewhere and some money in it for those legacy costs, you know, because a lot of times we’re just looking at it and say, okay, well, you know, it’s going to cost x amount of dollars to build the site and then that’s it or, you know, we’re given, you know, we get a grant for it or were given money from a donor to build the site or something like that and it’s looked at as just sort of a one off. You’ve got to think about keeping money in a line item for these ongoing kinds of things and also the developer that you’re working with. Khun give you a good sense of how much money that might end up being, depending on the functionality of your sight, because that’s really going to vary from site to site and from organization to organization. Okay, i should got they should another should from drew. All right, we gotta leave it there. This is twenty martignetti non-profit radio coverage of eighteen ntc. I’ve been talking to drew mcmanus principle of venture industries online and cc dat baizman digital marketing manager at form. This is tony martignetti non-profit radio coverage of eighteen ntc and this interview is sponsored by network for good, easy to use donorsearch and fund-raising software for non-profits. Thanks so much for being with us. We need to take a break. Wagner, cps. Do you need help with accounting or your nine ninety thinking about a change of accountants ? Time to get a fresh opinion. Check out witness. Cps dot com start there. Then talk, you know. The partner to talk to you, eat each tomb. He’s been on the show, he’s a good guy. I trust him. He’ll be honest about whether they can help you. Regular cpas. Dot com. Now time for tony’s, take two. I do a lot of ah long distance driving about twelve hundred miles every month, or or every six weeks on dh. I’ve got a couple things. Ah, couple things on my mind about that, that i’ve, that i’ve seen that ah, bother me. So the video talks about three of them. I was for here. I feel like the one i wanna talk about is getting gas. The gas lanes in ah, in a gas station are for getting gas and for cleaning your windshields on when you’re cleaning your windshield, that doesn’t mean wash your car with the squeegee that means clean the winter came the glass certainly get your glass nice and clean. Fill up the gas. Take your time doing all those things don’t trip don’t spill any gas, you know, dribbles over anything, nothing like that, but when you’re done, get out of the gas lane and park that car. Don’t be the person sitting still in the gas lane while you’re going to get iced tea. There’s a couple more rants along with that one on the video at tony martignetti dot com now time for gene gene the law machine you know who i’m talking about ? Of course. Well, who else would it be ? Jean takagi, the managing partner of neo the non-profit and exempt organizations law group in san francisco, he edits the wildly popular non-profit law blogged dot com and he’s, the american bar association’s. Twenty sixteen outstanding. Non-profit lawyer he’s jean takagi he’s at g tak. Welcome back, jean. Thanks, tony. How are you ? I’m doing very well. How are you this afternoon ? I’m doing very well, feelingood out there. Good. Good. I’m glad. Um, i’m overdue for a visit. I need to i need to come see you on the west coast. The ads actually the perfect time that we’ve got some nice weather. It’s a little cooler earlier this summer. But we’re headed out towards cem. Cem a nice weather at the end of september and october. September, october. There are good months. You’re right. I know, i know. I’ve heard that from others. I’ll get there because it was, like twenty. I think twenty fourteen may have been the last time was that when we met, i think it was twenty fourteen the time we met, i think quite awhile. Yeah. Yeah. Uh oh. But then i had another trip, and then you were. I think you weren’t available. Yeah. You blew me off my last trip. I think that was two years ago. Twenty. Um, okay, so we’re talking about donorsearch vice funds. You have some interesting stats about how popular they are that they’ve grown oh, since twenty twelve, give us give us just some basic numbers so we know why we should be paying attention to these things. Sure. And i think some of your listeners may know that that we have to start paying attention to donorsearch buy-in funds and and i’ll i’ll use the lingo dafs if that don’t get me into jargon, no that’s that’s approved. Yeah, okay, so dafs sir, like the fastest growing recipients of charitable giving now in the in the u s so donations of increased from just under fourteen billion in two thousand twelve two. Twenty three billion in two thousand sixteen. And meanwhile, sort of in two thousand sixteen, we’ve seen the top. I think six, uh, charities or six recipients of charitable giving in the country were dafs so, you know, the biggest one being fidelity charitable out doing united way and and american red cross and everyone else. So six out of the top ten recipients of charitable giving were dashed. Something to pay attention, tio sure on also the interesting that the growth rate so you cited uh, fourteen billion in twenty twelve to twenty three. Billion. Twenty, sixteen that’s. Two thirds growth, sixty six percent over five years, and individual giving over that was five years grew by only fifteen percent. Yeah, and you’ll see a lot of reports now saying, suggesting that they’re fewer and fewer donors e-giving teo to public charity, that air doing direct service work. Now, the big donors are still contributing, but fewer numbers of smaller donors, and part of that because of the tax incentive that are changing. But, you know, that’s, huge growth in the donor by fun, you know, in light of those numbers of lessening donors, the growth of donor advice on sixty six percent over five years. Any investment manager would love that. Yeah, no kidding. Shoretz naturally. My my portfolio would certainly love that. My portfolio buy-in buy high sell low. That seems to be my mantra if you look at my portfolio over the lifetime of my portfolio, um, so you and there are a couple of reasons why these air so attractive to individuals ? You know, you get that immediate tax deduction first ? Yeah. I mean, it works great. From the donor’s perspective from, you know, from the donor, you make a contribution. You khun taken immediate charitable contribution deduction, but you get to practically kind of control that gift on and decide who you want to ultimately give it out to in future years, even if it’s going to be two years later, five years later, ten years later, twenty years later, you can sort of hold it in that fund. Now, legally speaking, you make that gift immediately, and you get the deduction. Because your gift is complete. You have given it to a charity in the in the year you made that gift. But practically speaking, that charity that’s, the dafs sponsoring organization, that donor by sun sponsoring organization, which typically is associate it either with a financial services company like fidelity. Charitable that’s the biggest, you know, charity that that receives gibson in the world or hyre you can give it to a community foundation that’s, the other big sponsoring organization of bath and so legally they have control of the money. But practically speaking, they’re probably going to listen to where you want to make the donations to so long that it’s illegal distribution later, so long as you’re going to make the grant toe another public charity, even if it’s you know your intention to give it twenty years later, that’s okay ? Yeah, the donor’s make what’s called a recommendation to the to the charity fundez holding their donor advised funds and ninety nine times out of one hundred. The recommendation is approved. I think basically, they’re just looking to make sure it is a bona fide five o one c three charity that’s being recommended. And then the fund hyre approves that recommendation and makes a gift from from its fund to do that to that five. Twenty three ? Yeah, i think that’s right, tony. So, you know from from the sponsoring organizations by then they might have a little bit more in terms of little legal obstacle. Teo to live up to but from from the perspective of the donor, a lot of them feel like it’s still their money, they still get to control where they’re going to make a grant to even after they’ve taken the charitable contribution deduction, right ? And it’s, you know, apart from sort of getting an immediate charitable contribution deduction, it also allows him to do other things like it allows them to give annually i’m sorry it allows them to bundle up their donation, so maybe they give to a charity to the dafs sponsoring organization like once every five years, and they do that because the incentives for getting a charitable tax deduction have drop because, you know, i don’t want to get too technical, but the rise of the standard deduction that took effect earlier this year and we talked about that that already means only five to ten percent of taxpayers actually get a charitable contribution deduction anymore for making a gift, because the standard deduction is higher than their itemize, but by bundling there donations and say, bundling them up. So instead of making a five thousand dollar gift every year and not being able to use that to get a deduction, they can decide to make a twenty five thousand dollar gift over five years, and then that twenty five thousand dollars now, combined with their other itemized deductions, is big enough to get the value that deduction so they can use the dafs to give every five years. But the charity that they want to be the beneficiary of the fund could receive money from the dafs on an annual basis after they do that, so to the charities that looks like the donor is giving to them every year once that funded the death. So another another useful way that that an individual can use the donor advised funds that’s created by the new tax laws understand, right ? You gross it up to get the get the hyre deduction compared to the standard, and then you can give it out, uh, slowly over time, all right, but make it make it the gift huge big enough to take advantage of the larger deduction at one time or maybe a couple times over several years, exactly in the charity might like that, too, if they’re like saying, you know, we actually don’t need your annual contribution because we’re actually saving up to buy a building or to create this brand new project. So if a year five you give us the larger gift, we would really appreciate that, so it can work for everyone involved as well. Okay, we’re going to take our first break, but when we come back, we’re going to talk about this feature of being able to latto it’s, make your gifts directly to the to the charities over over lots of time and the constant nation that that causes tell us for pete’s sake. Oh my goodness! Think of the companies you can refer and start asking them. You’ve heard the charity testimonials. You’ve heard the company testimonials, it’s time to claim your own long stream of passive revenue from tell us fifty percent of the card processing fees that tell us gets from the companies you refer. Go to you fifty percent month after month after month. That’s your long stream of passive revenue. Start with the video at tony dot m a slash tony tell us now, let’s, go back to jean takagi. Okay, uh, sometimes i don’t remember where i am. But this time i do. So i made because i said it, okay, so this feature that you can give over time over many, many, many years causes consternation in the non-profit community. Do i have that right ? Yeah, you’re right. So what ? You know what ? If the donor is e-giving annually to their donors buy-in spun and saying to the charity, you know, well, i’ll give to you at the end of five years at the end of ten years from my donor advised funds, but, you know, in five or ten years that donor, right have other priorities, and so that charity that used to get the annual gifts from that donor might not be on that list anymore, and so they can’t really think about that in their budget, so it does create some concern by charity. Yeah. Now, in that case, i mean, if i were advising them, i would get that pledge in a written document and the legal enforceability of that, you know, we can we can write us that it’s got some enforceability weaken. We’re relying on your promise, we’re going to take some administrative actions. Buy-in reliance, you know, maybe there’s a small consideration, maybe there’s a small dahna yeah, so, you know, we can we can we could make that legally enforceable in a lot of states, if not all the states, yeah, i think that’s true, tony, but then you have to think about whether even if you win the battle with the one donor-centric it in court, what that does in terms of the long term and your relationship with every other donors who now knows you sue donors when i don’t clean get yeah, yeah, i mean, you got a definitely are you ? Yeah, i know you’re right. This is an interesting conversation because planned e-giving i’ve dealt with this and way we deal with it as gifts come, and i’ve dealt with the aftermath of it after afterwards, i’ve never had a client that that maybe i shouldn’t reveal this. I don’t know clients non-profits are very reluctant to sue their donors. They you rather work something out. Andi it’s true, i haven’t had a client that well, first of all, i haven’t had that many clients we have to enforce we had where we had to force agreements against, uh, right against the donors and that’s, very rare that you have. To hold this document up that they signed years earlier and remind them of the enforceability of it on ben, you know, charities are reluctant to do it and have to be, i don’t have to be a scenario where there’s a lot of money at stake and it’s a pretty clear case because you’re right, the pr is very bad, and, you know, it may never even make the popular press, but just in donorsearch coll’s within that individual organization, you know, things get around, especially if it is a large gift from a prominent donor. Back-up yeah, and especially that donors still alive tony versus in a plan gift where you might be contesting it against airs or for other recipients of that. But when the donor is still alive and saying, i don’t like your charity as much as i used to, i still like you a little bit, but i don’t want to give you my full gift that i thought i wanted to give to you that’s a tough i got a raise, so there is a practical aspect too the enforceability of these agreements that i’m saying can be made legally enforceable, but but the enforceability and itself sometimes is enough of a persuasive factor to a donor that, you know, i think they keep up their commitment when, when they think they might not have otherwise might never go to court. Yeah, but the donor might see the seriousness of the donation and know that he would hurt the charity he or she would hurt the charity if they didn’t go through with that pledge because maybe relied on it to partially constructed building, and you need the full funds to finish construction. Otherwise you can’t do it, and you’ve wasted a lot of money and may be created some lawsuits against you for not being able to do it. So the donors, you know, relying on that donor’s money to your detriment or twenty to your detriment is is the basis for a lawsuit, and that would hopefully be convincing to a donor, even without the lawsuit part that you relied on on their promised teo, meet their place. I like heidtke idea. Yeah. Okay. Um but the bigger issue so let’s take it away from an individual charity. The bigger issue is that there’s. A lot of money parked in dahna. Advice, funds and we really don’t know how much and the what bothers congress and a lot of people in the charity community is that this money is parked there and it’s not getting to the five oh one see threes that it’s that it was that the donor earned a charitable deduction for giving to you it could sit indefinitely literally, right ? Yeah, so under tax laws, it could sit there indefinitely. So the donor advice fun sponsoring organization is not legally compelled to make any distributions at all. If the donor says nothing about it for ten years, twenty years than the sponsoring organization doesn’t have to do it. Although some of started to say, you know what ? We’ll have an internal policy that says, if you don’t, if you’re completely inactive your fund, we will start to make distributions based on what information we have of where you want it to go, so they’re trying to do some self regulation there, but there are no external laws right now that required donorsearch funds, teo, make any distributions at all. Yeah, well, i suspect they see a lot of a lot of the the the concerns, especially from the isat, the senate finance committee, charles grassley, chuck grassley is chair of is that senate finance ? Yeah, right, well, the senate finance committee might be concerned with that asshole, but they’re really the argument is going on with academics and professionals and big organizations, including community foundations and these big financial institutions all over the place. And you’re seeing a lot of books on the non-profits sector now sort of criticizing no philantech be including through donorsearch buy-in funds and the controls that these donors have over large amounts of money even after they’ve taken the deduction. Interesting, interesting discussions out there now now it za parallel to me, you know it’s, it’s, it’s similar to a lot of the planned gift’s a similar principle or policy around a lot of the planned gif ts so take i’m thinking like the charitable remainder trusts or charitable gift annuities where basically ah, person let’s use the trust because that’s not that’s, not charity specific. So let’s use that example. Someone creates a charitable ranger trust. They leave the option. Teo name some charitable beneficiaries a cz remainder beneficiaries which means at the death of the donor what’s left, goes to these charities and in the during the life of the donor or donors, sometimes a lot of times, it’s a couple there getting income for their getting income. So getting income for life when they die, what remains goes to charities, and they reserve the right to change your those charities might be now they get an immediate income tax deduction for that. When they create that in the year that they create that charitable remainder trust. So i see a similar policy. No it’s it’s. An immediate deduction for a long term gift to charity. Although there is some guarantee because the difference is that the donors are going to die and when they die, the people getting that people died getting the income die, there will definitely be a gift to charity. So there’s there’s that right there is that limiting factor. But you could see the policy similarity, right ? Yeah. That’s. Definitely some similarities. But i think that the donor advised funds are more concerning, particularly because when you do a charitable remainder trust, for example, your deduction is going to be the value of the gift that ultimately is left over for the charity using you. Know, like actuarial tables. Yeah, that present value there going ? Yeah. So what is it going to be worth ? The likely could based on average, like bands and stuff. What will the charity likely get ? That’s what you can deduct the donor advised funds, especially if you give gifts of like real estate or privately, closely held stock, you get to not pay any capital gains on it. If you’re a donor on, then you get a deduction of the fair market value, which is big because if you gave it to a private foundation, if you formed a private foundation, you don’t get that gift a fair market value, that deduction of fair market value essentially get the deduction of cost. So being able to sell something that, you know, wildly appreciated in value and getting the fair market value deduction and not having to pay any capital gains on it and then still having the practical control of where to ultimately spend that money. Um, you can see how that might be even more attractive. A donation vehicle tow an individual donor, but why ? At the same time they’re concerned some from from congress and from from others. Who think that they are, you know, advocates for the nonprofit sector of saying is really going to be put to good use for charitable use, or is it going to sit in these funds, particularly in funds that are run by some of the financial institutions where their continued to get, you know, investment season stuff that that air being generated because they’re continually being invested ? You know what charitable good are those funds doing ? You know, professionally, you know, if they’re if they’re held by fidelity and being managed and no promise of went to distribute. All right, hold that let’s, take our last break hoexter give, you’ll get more revenue because they make e-giving simple if your donor’s consent a text that can make a donation not only simple, affordable and secure ceo chadband oid very smart guy, he set up a smart company. You want to get the info, which you should, you should want to get the info text, npr. Two, four, four, four nine nine nine and you will ah, not only get info, but also be able to claim a special listener offer. We’ve got several more minutes left for fund-raising no, not fund-raising dahna advice funds where’s, my where’s, my lousy intern. I wish i had one. We’re not talking about fund-raising that was a big mistake. Sorry, jean. We’re talking about dahna advice funds. I need an intern. Esso, i have someone to blame for this poor copy. All right ? Yeah. Yeah. The fair market value. Yes. The donor donor advised funds gives a fair market value. You made several points, but the one that hit me the most because i do plan giving is dahna advice fund to get a fair market value charitable deduction immediately plan give to get a present value deduction based on your life expectancy. So it’s going to be less. And if you hold the money in your donor’s vice fund for twenty years, it’s, in fact worth less, then it was in the year you put it in. But you’ve got a face value fair market value deduction, didn’t you ? Well, actually, you know what ? What you holding to donorsearch buy-in fundez might appreciate wildly. So if you put a, you know, a million dollars investment or even a ten thousand dollar investment into a donor advice fund of apple stock, you know when it was nothing, and you held it for ten years, and all of a sudden you’re sitting on, you know, potentially hundreds of millions of dollars and nobody take capital gains tax for that, right ? But you are, you know, the donor advisor or the donor of one hundred billion dollars fund, you know, that’s held by financial institutions, affiliated charity sponsoring dafs sponsoring organizations. And, you know, you get all sorts of benefits for, you know, being, you know, the donor to donorsearch by son. You know, you get to go to the fancy cocktail parties and gala charity gallas and people swooning all over you because, you know, you can make huge distribution to the to the folks if it was your own money, but not your own money anymore. Yeah, well, it’s, not yours, right ? It’s yours to decide what to do with, but it doesn’t belong to you. The recommendation of where it should go belongs to you. Now, of course, on the other side of that, you could have invested in. Annoy ll start. I’m trying something the stock that crashed terribly, but you might have invested in something that depreciated on dh there’s going to be a lot less left for charity because you didn’t invest well, yet you got you got a deduction for what you put into the fund initially. So in that case, the charities really do lose the public loses out because a lot less money is going to go to charity. Then we gave you a deduction for sure that’s true as well, and i don’t mean teo be sort of a nay sayer of the donor advised funds because there’s a lot of good things that they do and, you know, they’ve been around for, like over eighty years, really, with community foundations and, you know, the original intent was sort of to collaborate. Have donors collaborate with the advice of the community foundation about how they could sort of use their money’s on dh use their donations together to fund some of the most important things to benefit that community. And, you know, that aspect of donor advised funds is, i think, a wonderful thing and the, you know, a lot of critics. Who are arguing against the critics of the donor advised funds so the ones who are the pro donorsearch buys fundez woobox are saying, you know, a lot of this money that is going into donordigital fun would otherwise not go into charitable goods anyway, they might they might never make the charitable sector. S so it’s not like saying that, you know, people are e-giving too don’t advise funds, and it never gets charity that way that, you know, the counter argument is some of those funds would never get to charity unless they went through donorsearch buy-in funds. And by the way, our distribution rate is much higher than private foundation grade, so even if the donor gave it to, you know, created their own private foundation, then they’re just required to invest or grant out essentially five percent of their investment assets per year and don’t advice funds are granting out, on average, somewhere about twenty percent of their assets for years, so we don’t even have a problem here. Why do you want to create rules to limit what we’re doing but there’s a counter to that as well ? That says well, that twenty percent includes donorsearch vice funds e-giving toe, other donor advised funds and that’s like when you want to shift your donors fund from fidelity to vanguard xero or to the silicon valley community foundation or did it new york community foundation ? You’re just moving money around from one financial talkto another one charity to another, but nobody’s actually putting it to use teo, do good for the community that the other arguments and counter arguments the other problem with that look atyou doing both sides. The other problem with those measures of distribution are they could be skewed by very large gif ts that come from one or two funds while lots of small funds aren’t making any any distributions jean, we have to leave here. Maybe we should have planned this for a whole hour. But we hyre is this your lackluster host ? He’s ? Jean takagi, managing attorney of neo non-profit exempt organizations law group he’s, our legal contributor just following for god’s sake non-profit latto blood dot com and at g tak thank you very much, gene. Great talking to you next week it’s website day https and getting more gift from your sight if you missed any part of today’s show, i beseech you, find it on tony martignetti dot com, responsive by pursuant online tools for small and midsize non-profits data driven and technology enabled. Tony dahna slash pursuant capital p weinger cps, guiding you beyond the numbers. Wagner, cps dot com, by tell us. Credit card and payment processing, your passive revenue stream. Tony dahna slash tony tell us and by text to give mobile donations made easy text npr to four, four, four, nine, nine, nine. Creative producer is claire meyer, huh ? Sam liebowitz is the line producer, shows social media is by susan chavez. Marc stein is our web guy. How much mark silverman is our web guy, and the music is by scott stein. She we will be next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great better than me. You’re listening to the talking alternative network, waiting to get a drink. Nothing. You could. Hi, are you interested in blockchain technologies and crypto currencies ? Then tune in here on talk radio. Got n y c with me, david every friday, eleven a, m twelve p, m eastern time. As we answer your questions and interview, great guests live on internet radio on building the blockchain where you can catch the blockchain revolution. Oppcoll you’re listening to the talking alternative net, are you stuck in a rut ? Negative thoughts, feelings and conversations got you down ? Hi, i’m nor in sumpter, potentially ater tune in every tuesday at nine to ten p m eastern time and listen for new ideas on my show. Yawned potential. 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Um, sam liebowitz, your conscious consultant, and on my show, that conscious consultant, 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. Duitz buy-in

Nonprofit Radio for October 12, 2018: KPIs & Fundraging

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Anna Rhodes & Brenna Holmes: KPIs
Our panel from the Nonprofit Technology Conference (18NTC), shares its wisdom and insight on using key performance indicators to build consensus around goals and measures for your nonprofit. They’re Anna Rhodes and Brenna Holmes from Chapman, Cubine & Hussey.

 

 

Amy Sample Ward: Fundraging
Amy Sample WardIs your org positioned to accept help from supporters who are pissed off and want to channel their anger to something constructive, like raising money for you? Amy Sample Ward, our social media contributor and CEO of Nonprofit Technology Network (NTEN), explains what’s going on and how you can take advantage.

 

 

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent under aptly named host oh, i’m glad you’re with me. I’d be stricken with gastro inter opto sis, if you brought me down with the idea that you missed today’s show kp eyes our panel from the non-profit technology conference eighteen ntc shares its wisdom and insight on using key performance indicators to build consensus around goals and measures for your non-profit they’re anna roads and brenda homes from chapman, cubine and husky and fund-raising is your organ positioned to accept help from supporters who are pissed off and wanna channel their anger to something constructive, like raising money for you ? Amy sample ward, our social media contributor and ceo of and ten non-profit technology network, explains what’s going on and how you can take advantage. Tony, take two thank you, responsive by pursuing full service fund-raising data driven and technology enabled tony dahna slash pursuing wetness e p a is guiding you beyond the numbers regular cps dot com bye tell us attorney credit card processing into your passive revenue stream. Tony dahna slash tony, tell us and by text to give mobile donations made easy text npr, to four, four, four, nine, nine nine here are and erodes and brenna homes with k p iis. Welcome to tony martignetti non-profit radio coverage of eighteen ntc non-profit technology conference in new orleans. This interview is sponsored by network for good, easy to use, dahna management and fund-raising software for non-profits. My guests are on a road and brenda homes. Anna is deputy director of analytics at chapman cubine and husky, and brenda holmes is vice president of digital at c c h ladies. Welcome. Thank you. Glad to have you both have you. Have you done your session already ? We did. We just just finished, finished all your coming off it, all right, it’s coming off the hyre exact. The bar is open now. Life is good. You’re topic was, but are we making progress, establishing and using kp eyes ? Okay, uh, maybe we’ll start with, make sure that everybody understands that a k p i is a what you stated in unison together, keep performance in the caner. We see that the voice okay, i think that’s pretty well understood, but let’s, just make sure, okay, why are these things so important ? Let’s start with anna because, er it is so hard to keep everyone within a non-profit hyre working towards the same goal instead of looking at all of their different measurement. Um, so having a way to agree on what success really looks like can actually end up making you be more successful in the end, because then you’re all working towards the same goals. Okay, so the part of this topic is organizational buy-in or we’ll not organic. Yes, whatever happens, you fire of you defined focus, a bunch of people, a bunch of people need to agree, so called that buy-in okay. And i also see another part of this is data overload. I mean there’s, just so much available, right. We need to focus on brenna on what’s what’s, the most important stuff. Exactly. Yeah, and the main thing, you have them clearing up the misnomer that not all kept metrics are kp eyes, right ? So everybody does have to agree. On what what are we trying to track ? Why are we tracking it ? How does that help us meet our strategic objectives and our end goals, right. So once you have the buy-in on all those goals, then you’re able to dig down deeper and develop. What are those specific metrics that will help us meet these kp eyes that we can then measure against those strategic objectives to ensure that we do have success and that we are tracking over time ? Okay, okay, very good, that’s, great, overviewing, thank you. Alright, so. Well, should we should we start with our so we started our organizational goals. Yes, because that’s what ? We’re measuring against that, you’re just saying that. So now we got to get okay. So this all obviously should flow from our mission. I’m gonna go back to that. That that that fourteen year old voice, that really reason that we exist our mission statement. Okay, from that, we have gold now. Now. Okay, i’m gonna assume that everybody buys into the mission. Otherwise they wouldn’t be working there. Hopefully. But now now way. Get to the goal stage people could start falling out. That’s where the disagree it’s not too far from mission to gold, but we could start losing people. What do we do ? Go ahead, runner. Yeah, i’m gonna start so we we like to focus it on the building. Kind of smart goals, right ? So what do we need to do ? Departmental e department by department to help us achieve our mission on dh. Really phoning it in tow ? Really ? No. More than two. Three. And i went up to five in our session. I was like, oh, but, you know, two, three things that we all can agree on as a group that these are priorities. These are important goals. And, yes, there’s. Other things that are important. But if we let ourselves go down the rabbit hole of just saying, listing everything that’s important now, things no longer important, which is what you’re starting with you yours, referring to earlier with the data overload and it’s, especially. Eazy, because digital metrics can be so different than offline metric to instead have the i’m actually moving it away a little bit, okay, okay don’t worry, it can actually be easy. Tohave the metric create new divisions within just the development department divisions that didn’t even exist before, but it’s sustainers causing problems in solving so a cz longest. You’re looking at twenty things in google analytics and through the facebook manager over here, and then a completely different set of metrics for direct male you’re not even working towards the same goals within the development department. So that’s part of why so important to start at the goal side of things rather than at the measurement side of things, so that the measurements always air serving the goals supporting those goals, right ? Okay, i imagine we need top down by this has got to come from leadership. That’s the goal agreement we still go agreement it’s got to be driven from above and and accepted. Yes, it doesn’t necessarily have to be driven from above but don’t really actually, i was you know, as i was saying, i think it could be bottom up it can be, but but but the leadership has to be on a great okay. Okay, for sure. All right. Uh, all right. So we agree on our goals. Now, now we’re moving to our kp eyes. How are we going to how do we know what that’s measurable belongs at the top within within these goals ? Yeah, that we’ve all agreed on. Well, and even before you get teo, what are the kp eyes ? We need to develop strategic objectives for each goal, okay ? Because the girls tend to be a little bit umbrella there. Vega. Right way. Operation. Exactly like we use greenpeace. One of our clients in our session today partnered with us, and one of their goals is defending democracy. Okay, well, that’s big right and an existential and long and yeah, eso then we developed strategic objectives that will help them measure against whether or not they’re being successful in duvette defending democracy it’s time for a break pursuant there. E book is fast non-profit growth stealing from the start ups. They take the secrets from the fastest growing startups and apply those methods and practices to your non-profit it’s free as you’re accustomed to all the pursuant resources. Are and it’s on the listener landing page ? No surprise, tony dahna may slash pursuing capital p for please and pursuing i guess now back to kp eyes from the non-profit technology conference. So what are you ? What are some of them that they chose so way ? Work through those greenpeace ? How come that on right now is accident or not at this table ? Alright, now they’re long sorry, it’s not proper radio your life. I know, i know, but we worked through them from the department perspective. So what would it mean for the fund-raising department to be supporting the organization goal of defend democracy ? So it is easy for fundraisers to think that their job is always the same. It is always just raise money, raise lots of money and then we’re done. But there actually is more nuanced than that if we’re trying to defend democracy. Well, sadly, that isn’t something that we’re just doing today or for the next month. That’s actually a long term project and certainly at least through the trump presidency. And and, you know, given how greenpeace defines this goal of actually reducing the amount of money in politics, i mean that’s going to take sometime. So that means whatever funding that fund-raising is supplying has to be sustainable and it’s the net that matters, not just the growth tomorrow. Okay, so that means now we’ve clarified the objective in the fund-raising department. So that’s, the next stage come up with the mission statement for the organization ? We’ve turned that into a number of goals for the organization, the big dream things defend democracy, stop global warming, all of these huge concepts and then we’ve broken them down for how does my department contribute to that ? And on lee, once you’ve done that, can you decide ? What am i going to measure what’s actually being, what do i need to measure ? Ok, right. So the object’s strategic objective is growth in sustainable net revenue. We’ll both sustainable and net are two measurable things. So then you can build your kp eyes off of those keywords on dh actually, decide on what are the metrics that we have to check ? How do we agree on collecting that data so that everything has a flat, measured baseline that we can then benchmark ourselves against what periodically so that we’re checking in on that growth ? Side of the goal and when we’re at this stage, is this just our department ? That’s that’s really making these decisions ? Okay, so we’re not we’re not at the higher levels anymore. It’s not necessary, correct is where the department level, but we’re going to build back-up so we’ve gone down to the department level to figure out that’s, so i mean, you’re using your expertise, so you want your fundraisers figuring out how fund-raising can best support the fund-raising goal, right ? You don’t i don’t want a cfo deciding that, but in the end, the cfo has two buy-in on it, all of leadership does have two buy-in so once the various organizations have figure out out their objectives and their kp eyes, then you have to come back up a level and talk across departments and see how these objective support each other and possibly adjust them is where we ended up with our greenpeace example is actually making slight objectives when the marketing department and the fund-raising department saw the amount of overlap between their objectives and the tactics in specific that they were planning in order to get there, so that sounds like an ah ha! Moment, way. Have a lot more in common than we realized. A cross marketing and fund-raising. Exactly. Yeah, okay, okay. Okay, dahna, but let me ask you where should we go next with this ? Where do we go next with discussion ? You talk good. Well, i was just gonna say i think, you know, we used marketing and fund-raising as the example here because obviously, the ntc audiences, a lot of marketers and fundraisers, but the same structure and the same necessity for kp eyes it’s in all departments, right ? Whether it’s, your program, people who are actually implementing the services or whether it’s your public relations or media relations outreach people like all of these departments have to go through the same process on. And i think there will be a lot of those. Ah ha. Moments for organizations who are used to working in silos when they start thinking about the goals. Right ? Actually being achievable of strategic objectives that can be measured to get back against the mission on dh over there. Okay, uh, what about digital digital fund-raising kp eyes ? You talked some about that ? Yeah. Okay, let’s. Shut out. You want to start anna s. So there are a lot of questions about digital fund-raising kp eyes because people immediately go to the measurements available. In google analytics, and which one of these should i use as if the answer is the same for everyone ? So this just, you know, as if conversion rate on your petitions should be asserted number for every single organization and that’s what defines success ? Because we can show you how to set that up in google analytics, so that came up in our session, and it was a another reminder to folks to go back to the beginning, decide on your goals. Yeah, i think i feel like a lot of ways it’s, like the ultimate consultant answer is it depends right ? Because everything is it is individualized. If you’re not taking the time to audit yourselves and personalize and get that organizational buy-in and that organizational priority list, then they don’t really matter than they aren’t kp eyes, they’re just metrics, whether they’re showing growth or loss or what they’re just vanity numbers at that point because they have no tie to the strategic objectives in the mission of the organization. We had one question in the session, which was great, and it was about supporter scoring and i think that’s mental really hot topic in the digital. Space border scoring ? Yeah, i don’t know what that is. Okay, so when the ads taking basically qualitative, um, pieces of information, whether that behavioral traits or demographic things on dh scoring it, putting a quantitative wait to that to then build a model to show you these are my best people, my top ten deaths ill or my latto bottom ten on dh, then also using it to find lookalike audiences and things like that out in the world. So you want you’re doing this for different constituencies like donors, volunteers, exactly, event attendees, service beneficiaries, okay, different constituencies. And the problem is exactly the same problem that folks have with models in the direct marketing space is that for non-technical users, they hear model, and they’re like, oh, it obviously adjust to my program. It’s must have something to do with artificial intelligence. I hear all these things are great, these people are scored at the top, therefore they’re the best for me, and then they’re surprised when the results don’t match that. But any model has to be based on what your actual goals are, so if you’re using a response rate, a response based model and your goal is actually to increase high dollar donors. That model is not going to serve you. The people with the top score in that model are not necessarily going to be the high dollar donors. And so it was the same thing with the supporter scoring thie. It was a very good question, but it again starts from the data side of things rather than the gold side of things. We have all of this data. We have thes scores saying these supporters are our best ones. We should contact them every chance that we get our screening. Fill those right back. Yes, when i think a lot of it stemmed for for that, for a lot of people in for him in particular, asking the question that like which which one should i buy ? Right which model is best ? Which scoring which software should i purchase that you actually have to do the internal look looking in to find out what’s important to you before you decide what direction on demand that of the vendors ? Because it’s true, that all of these models can be adjusted when you are able to communicate what is actually valuable to your organization. Otherwise, you’re going to screen it. You mean screening ? Yeah. Yeah. That’s not commonly known. Now, i think i think most most orders say they just take the algorithms. Yeah, they’re provided the show. Andi. Everybody gets the same. Same right ? Yeah. Yeah, that that’s not leveraging that to its utmost. Yeah. That’s. A very good that’s. A very important point. I think people are just taking it and they figure well, there there’s a half a dozen vendors. So there are each have different a proprietary algorithm way. Have to pick one, right ? Not so. And not so you can. You can negotiate. Oh, yeah. I got a chorus thing just like the k p i s started you off area that’s. Two songs together. Ask for what you need and it doesn’t matter what how big the screening of doesn’t matter whether martin lundy or blackbaud or know it it is it is going to affect of the pricing, but asking the question it does not affect the pricing. So always asked the question of these air the things that are important to us. What would that mean for the price that you would offer on the model that you built that incorporates these things that are important to us. So find that out from a few different vendors when i was a good partner vendor is going to ask those questions of you the best ones will write they don’t know because they do try and have everybody tries to have an off the shelf product that’s going to be successful for the majority of users, but really the ones that are caring about donor-centric communication and really carrying about long term relationships with the non-profit that they partner with should be asking those questions because it is about building that custom model based on the weights and measures that are important to each of the organization and each individual program or department in the organization. Okay, in my experience, that’s it’s not surely aspirations on night. I’m an optimist. Yeah, there’s optimism and then there’s today i think you know that saying, you know, you know, but i just haven’t experienced it. I know i’m working planned e-giving fund-raising so i’m not, you know, i don’t have all the conversations with potential screening vendors, but i just have never heard this that you can negotiate. On tweaking tweaking of the yeah, i’ve never heard that i’ve always you know, i say whether it’s your own professional development like negotiating raises or what but if you don’t ask, you get everything is negotiable. Everything’s negotiable think lorts in london was negotiable. And speaking of an analyst there’s nothing that i like better than being told exactly what your goals are so that i can build something that it’s really going to be successful, right ? Yeah, that’s the battle them to anna and say, show me these numbers, right ? I come to and i say, i’m trying to figure out this about this co owners this i’m trying to figure out the answer to this question, and then she comes back to me with the metrics that solve for x better than actually just telling me ac okay, yeah, well, we still have ah, good number of minutes together left. What ? What else ? Maybe other questions that got asked or other things that came out of your that were in your session that we haven’t talked about yet ? What else is there ? Well, one question that i got wass what software solves this ? I’m paraphrasing, but basically it was what what do i buy that will make this ? Um but thiss kp i process ? Yeah, are there ? Are there tech solutions way ? Haven’t talked about that at all ? No, i don’t think everybody just wants that easy answer, right ? Nobody likes introspection, and there are tons and tons of software programs that can display your kp eyes, so if you’re looking for a data visualization, a solution that board a dashboard product there’s tons and tons of thumb out there and what i told this person was that if your issue is that you don’t have the staff, teo, learn new software and you don’t have the budget to buy something that isn’t going to solve all of your problems. Then don’t buy anything, put your kp ice and excel, but, um, in a word, doc, if you have and it really is the process and the conversations and having thie organization wide agreement that makes this powerful not you know all, i’ll create some great visualization for you, but i can create plenty of great visualizations using meaningless data. Some some some of this discussion reminds me of ah, strategic planning discussion still mean you’re getting organizational buy-in we’re all agreeing on common goals and the measures toward those goals. I mean, those goals inform the future direction of the of the organization. So there’s overlap between this and a strategic planning process. Yeah ? Oh, definitely. Yeah, and that was a big part of it. The draw. When ana came up with the session idea, i thought it would be she roped you in ? Well, no, i basically solicited her. But then she came up with the idea because ntcdinosaur like solo. So i mean, i don’t know, but i’m the one that speaks of these things all the time. And i was like, anna, your turn. But it was her idea. The session was great and i just fell in love with it because it’s not just about numbers, right and that’s what people think that’s always important question. Exactly agreement. It really is about the change. Even change management, strategic planning like all of you respect exactly. And that’s, i think is. So is it lost on a lot of people, especially at non-profits ? Where everybody’s wearing ? A lot of hats, everybody is doing multiple jobs and just trying to get the next thing done on the list that this really forces you. If you want to do a right to take a step back and think about how your day to day activities impact the mission, impact the strategic objectives and on go from there and i think that’s, i think that’s really refreshing for people to do just in general, whether you’re developing kp eyes or not, because it does make you think about why we do what we dio and people who work in non-profits as well as those who partner like us, who partner with them, we do this because we love right now work the outcomes of the mission that zit and we all get so tied up in the weeds of the day today that we forget about the mission and how amazing the organizations that we work with. Our and people have a very hard time because they’re wearing a million hats, hats, and they have way too much on their plate. They just need to get that next e mail out so that they have a very hard time. Deciding okay, today i’m going to stop and actually go through this k p i building process, but i would urged people to try it because, uh, wait, we have a couple minutes left, and i think we talked a lot about motivation. Hyre logistically, how do you take this on you ? We meet once a week, tio i mean, he’s, a big topic you can’t you can’t do this in a in a week now, but you meet once a week, over months or a couple days over every other. How did you do this ? Logistically, i would suggest tacking it onto the front of your annual budgeting process, so work back off from when you’re budgets are due to the board, and then when their due to your department lead and due to leadership, and then give yourself a minimum of a month, but ideally two months so it’s, like not unusual for to be a six month process from the time of the department objective and kp i development to the time that the budget is actually finalized and signed off on by the board. Okay, excellent, helpful and that forces you to revisit on at least. On an annual basis, right, because you’re reevaluating before that next expenditure budget is good into place annually now, okay, okay, yeah, we have, like a minute and a half left. I wantto make sure this fits just right. So where ? Who wants to leave ? Leave us with closing thoughts. You know what else to say ? Okay. I wish i had something easy. Tio. You’ve seen this working clients, right using transformation and clients in the process can work. Yeah, stamina. Devote your vote attention to it. And i have seen it make those data day tasks easier, because then you have fewer interruptions from other departments or from leadership trying to push you in a million different directions. Dahna. Okay, it’s. A really good point. That’s. A good place. Alright. Thank you. Thank you. Love are well done. Wonderful. Okay, thanks. They are on a road. Deputy director of analytics chapman, cubine and husi. And also brenholz vice president of digital at c c h. The interview is sponsored by network for good. Easy to use donorsearch and fund-raising software for non-profits. Thank you so much for being with tony martignetti non-profit radio coverage of eighteen ntc. We need to take a break. Wagner, cps. Do you need help with accounting or your nine ninety ? Are you thinking about a change of accountants in this ? Ah, next in the next cycle for yourself. Check out weinger cpas. Dot com. You start your due diligence there, of course. And then talk to them. The partner ? Yeah. Huge tomb. You know, he’s been on the show. He’s a good guy. I trust him weinger cpas dot com the place to start now. Time for tony steak too. Do i say thank you too often ? If i do, please let me know, but i’m saying it now. I am grateful that we have the support we have now over thirteen thousand listeners, whether you are listening, live podcast or affiliate thank you if you’re following along on twitter. If you’ve, uh you’re following what we call it on youtube is just following subscribing if you subscribed on youtube twitter, youtube i thank you facebook, facebook, facebook fans! It doesn’t mean much anymore. It seems to have very much faded into sort of triviality. I remember the days we used to say like us on facebook. Facebook dot com slash twenty monday now provoc radio those were the dark days, but i’m grateful that’s it. Thank you. However you’re with us. Thank you very much. It’s. My pleasure to welcome back amy sample ward. You know her for god’s sake, she’s, our social media contributor in the ceo of and ten the non-profit technology network where we just heard a segment from for the last conference her most recent co authored book is social change anytime everywhere about online multi-channel engagement she’s that amy sample war dot or ge and at amy rs ward welcome back, amy simple word hi. Thank you for having me back. It’s always a pleasure. I am. I’m always waiting for the day when i just stopped getting invitations. Yeah, it’ll happen that way too. I won’t officially tell you. I’ll just stop course. Just slowly stop scheduling me and i will know it. It’s over. Yeah, i won’t even be slow. It’ll be abrupt. It’ll just have the thing. And then six months later, you’ll think about well, hopefully is not that long. Couple months later think packed. Jeez, tony hasn’t been in touch with me for, well, that’s the way it’ll happen. Um, okay, so we’re talking about fund-raising fund-raising underage. What ? Yeah. What ? Uh, put this on your radar. Well, you know, i don’t think it’s necessarily new. I think it is. Has old as the world of fund-raising, you know, centuries and centuries old. But it has been something that here and in ten. As as staff, we’ve been talking about a lot, especially in the last two year political climate on dh it’s the way that i would define thunder aging is you can think of it a bit a bit like peer-to-peer where it’s individuals it’s not necessarily on organization or staff members, people out in the community fund-raising and it’s, the fund-raising that happens or the campaigns that happen in response to things in the news, you folks in a specific geographic community care that something is being proposed or moving forward ? That’s going tio threatened a way that they live their life or the way that the organizations they support are able to do their work, and in response to that kind of anger, that rage, they want to feel like they’re doing something, and it doesn’t feel like there’s really anything that’s in their power to do in-kind of that complex world we live in of policymakers and government officials and all the way down to us citizens. And so they start a fund raising campaign to benefit those organizations that they support that they see as the ones who are in a position to try and make a change or support people experiencing whatever situation is happening. So it’s really driven by individuals reacting to the news, you know, whatever that news, maybe not saying that this is something that only happens in one kind of view or political party, but as as a country, i think we see these examples of fund-raising jane becoming more and more visible, bigger impact on dh more, yeah, so not new, but certainly amped up under thinks the twenty sixteen election and since donald trump is president certainly amped up on really throughout the country, but, you know, i even has they say both sides because i’m trying to get away from us being a polarized nation, but across all across all political spectrums amped up yeah, okay, okay, yeah, you know, there’s a there’s, a there’s, a sense that, right ? You know, it it comes from a sense of sort of incapacity, you know ? Yeah, i think it really is that powerlessness that i think a lot of communities feel where, where the ability to make policy or protect existing policy or change processes doesn’t feel like something they are ever a part of, and yet they’re impacted by the results of those changes and that powerlessness, i think, is part of that rage, right ? How could this happen ? But also, how could this happen and not include me when i am a person that is a part of this, and so a kind of counterbalance that there’s this feeling of ? Well, if there’s on top of us, you know that all donate five players surely will be able to pull those funds, you know, into this organization or into this movement that can’t help that a lot of this i think, comes from or is is related to what you and i talked about in august over marketing, you know, if if there’s if there’s an over marketing problem in the non-profit community, if we’re constantly at eleven on a scale of zero to ten, then you know where, where were guilty of amping up the amping up the rhetoric, right on dh, the passions and the anger and the outrage for sure, and, you know, we don’t have to go down that path, but i think fund-raising when done successfully and by successfully to meet a part of that means in conjunction with an existing organisation and you know kind of ah request or past that makes sense for them to move forward with when that happens. It’s, because organizations are not over marketing, right ? They are very clear there, very consistent. They are providing information that helped synthesize the news, the changes, the policies, whatever it is and demonstrates really clearly that they are part of the fight or the solution or the alternative path. And that way it’s clear for supporters again. You know, these aren’t necessarily campaigns driven by the organization’s. These air campaigns driven by community members who just are so fed up they want to do something. And so when organizations can be very clear and communication be very consistent about the the things they respond to in the news or the issues that they are going to speak about, it positions community members to know oh, my gosh, i’m so upset. You know, i heard this thing on the news, but i know this organization i support, i trust them. I know exactly what they do. I know exactly how they’re part of a solution that i want to see. I feel comfortable and confident starting to fund raise for them because i know where they stand, i know what they do, and i’m able to even borrow that language, you know, for my facebook poster for my, you know, fund-raising page and in a home run by the organization, they’ve given me the tools and resources to help me create a campaign, you know ? So exactly we’ll get to that because, you know, you want to have ideally you want to have these things in place so that the community is empowered. Exactly, yeah, do you because you want to benefit from this, you know, if your community is upset, there’s there’s a potential benefit for you if you’re working in that space ? Exactly. Do you have a sense of what ? What helps make thes campaigns more successful ? O or not ? Yeah, i mean, i think that like anything there’s going to be those examples that are true out liars on dh, you know, feel like magical unicorn rainbow fundraisers that happened, and we’re not necessarily trying to replicate those, but the things that you can do is an organization beyond what we were just talking about being really clear and consistent on the issues that you talk about, that you respond to in the news demonstrating and communicated kating, how you address those things do all of that, but also i think if you think about this as a peer-to-peer campaign that you’re just not launching, you want to go through some of the same steps, you want to make sure that as an organization you can take donations electronically, that you, you know, have that kind of donation button set up on your website, but also that your, you know, maybe registered on various other peer-to-peer donation platforms so that if people wanted to create a campaign for you, you’re in the system and they can, you know, attach to your profile and have the funds go to u s o that’s one kind of administrative step to take and then on a planning communication side of things, you want to make sure that you’ve done again some of those same peer-to-peer best practices, you’ve got some tool kits that are really easy to find on your website, really easy to follow that say, if you’re going fund-raising for and then you know, whatever your organisation’s name is, here are the things that we know are successful here’s what ? Our logo file is that people aren’t just making a version of your logo that’s not right here’s, you know our mission statement here’s what we’re doing on these kind of top five issues, whatever you think may end up being the things that kind of rage people into fund-raising for you, so you already have sametz tab lish talking points out there, so put some of those tool kits together on dh. I also think that it’s important to keep in that you know it doesn’t have to be a pdf. It could be a page on your website that is, quote unquote the tool kit. It could be a google dog, it could be whatever, but make sure it’s up to date and you’re including things that are even even for people who want to want to fund rage but don’t want to create a whole page for you somewhere or don’t want it to be a long term thing, but they’re kind of really easy to copy paste messages that point back to your donation form so even if they don’t have the capacity or or maybe skills and knowledge to set up a fundraising page for you, they could copy paste that facebook comment that says, you know, i support and ten this is what they’re doing on this issue here’s the donate link so that you can even get those folks, or maybe it’s the lighter end of the spectrum. We gotta take a break tell us you’ve heard from charities that referred companies for credit card processing, and they’re getting the revenue each month you’ve heard from the companies using tello’s for their credit card processing now can use more revenue that long stream of passive revenue that comes from the fees that tello’s urns from the companies you refer. Start with the video at tony dot m a slash tony tello’s. Now, let’s, go back to amy sample ward. You ticked off a whole bunch of things there, andi, you didn’t have to go, but you were concise, you know, like you’re reading the outline for your next book for this chapter, fund-raising because, you know, i think that it’s important to keep in mind as like an idea about all of this is that this may be different from how organizations may think about other fund-raising campaign is that often really successful ? Fund-raising campaigns community led fund-raising campaigns the organization’s air in the background, but that doesn’t mean the organizations were not actively a part of that campaign being successful, so you don’t have to be the star because you’re going to be the start that’s all the talking points or about how you are going to do this change and that’s why people air are fund-raising you don’t need to be the voice that’s saying all of that so don’t feel like once somebody starts, you’re goingto kind of publicly jump on that and and you’re helping them by being really public about it. That’s actually, what you can do to help them is to be in the background reach out to them, send them an email if you know who they are, you know, send them a phone call and say, what do you need ? Do you need more messages ? We have staff to do that, you know, do you need images ? We can give you some images, help them and give them the fuel to make their campaign strong and don’t feel like you need to step out in front of it. I mean, you want to provide the infrastructure and an ongoing support, but but i think we actually counterproductive if you stepped in and started dahna messaging within their peer-to-peer campaigns, right o for sure we’re going the merciful st makes people feel like, do you even really care about this ? Are you just doing itcause ? This organization had you right ? I’m injecting, it loses that, yeah, you lose the first piela the pier is now the non-profit non-profit to the person’s peers who are not their peers, you know, it’s, it’s, it’s too long a string to abbreviate you can no longer abbreviated ptp. So exactly and i think what’s important to remember to is that the path you think might be most obvious or even easiest may not be the past for them and that’s ok, if they want to really focus on email because that’s who they are and they, you know, send lots of e mails every day and that’s where they know people will open their e mail and read it don’t tell them they need to be tweeting, you know, don’t tell them they need to post on facebook whatever channel somebody’s most comfortable with let them go through that channel. And say, you know, instead of giving you really easy to use tweets, we will write, you know, paragraph chunks for you to use that are compelling that have links to resource is whatever it is that’s going to help them in their outreach on dh you just have to be flexible tete that. Yeah, again, it’s you know, it’s it’s offering support. I mean, the first p knows where the second piece all right, where they hang out. You know, they know my friends. I know my peers put it in the pdp what’s a good word. I was structure, but lexicon samson in the lexicon, you know ? So i know where my penis will like these hangout, so don’t don’t tell me what i gotta do. Of course not. You’re interfering and yeah, yeah, no, i’m great. Yeah, but peace that’s interesting. And i would love to put you on the spot in here. Your thoughts to tony is is the way that these kinds of campaigns justice we’re talking about really centering the people who are fund-raising and not the organisation. How that means they are different in the way that you recognize those donors and supporters. The way that you recognize the work of that campaign on the way that you take credit for those funds, i think there’s a lot of nuance in that give in the way that these campaigns often start the reasoned that people give to them versus give teo you as an organization. Right ? I think it’s important to remember people are giving to that campaign to that rage and not necessarily to you as an organization, even though they are giving he was an organization, right ? So how does that, you know, maybe require, as an organization, you have different practices for the way you recognize and think those donors and those supporters that maybe you do when you run other campaigns yourself ? Yeah, i don’t take well to being asked questions on my own show on your own. Show it sze tony martignetti non-profit radio way. You just made my voice crack. I’m so upset. I know i would say you i would say you need to defer to the to the first p the person who ran the campaign for you, i guess first. Are they willing to share contact info toe let you directly. Thank the donors. To the campaign, maybe one. That all depends. Where did those donations go ? Over there, where the donations happening on a platform where, you know the contact information with saves captured, renamed not you know, i think there’s a lot of kind of technical russians in there too. Okay ? But even if i did capture it on my e-giving form online, i still would ask the the person that person’s permission because they know their peers better, you know, then, you know, how would you feel ? Would you mind if we, uh, could we thank them ? Wei have the info, but we’re not going to use it unless you, you know, let us say something or could re send a message from you to them and, you know, maybe the two of us, right, send a combined thank you message. Maybe our ceo signs it and you sign it, you know ? So what i want that’s a really great idea for for some instances, because you’re then maintaining the same relationship you had during the campaign where your job is an organization was to give them what they needed. And now you’re reinforcing their leadership in the community by saying we’re going toe thank you. And if you would like to, you can pass on our message of things to your, you know, to the donors, but you’re kind of still putting them in the position as the leader instead of the organization. Yeah, yeah, they’re they’re in the lead. I mean, there, there. Yes. It’s there it’s there community that they were fund-raising from so, um, yeah, you wantto elevate them ? Absolutely, uh, that’s, my son and i think it’s also important. I mean, when we think about this, any kind of fund-raising campaign as list building and what that means for future cultivation, whether more donations, bigger donations or other actions, you know, kind of other ladders of engagement. I think there are a lot of instances in fund-raising jean situations where the people who feel kind of fired-up and are supporting that effort are doing it in the way that’s not visible to the organization, at least from a like database perspective, you know, they’re not signing up on the organization’s website. They’re not donating to the organization through a donation form that the organization has access to, so they’re not coming on to the list, but these are people who are fired-up and finding ways against through those leaders who are kind of calling their community action, too continue giving them more news, continue giving them updates even after the maybe donation phase of it is over, but not lose contact with those people and continue to go back to them to say, hey, you know, we got a million dollars, which is not unheard of in some recent examples of fund-raising, you know, we got a million dollars in a week it’s been a month here, the eighteen long years that we’ve hired, we just wanted to let you know, you know, or here’s work that’s happening because of this so that they continue to be in a place where there almost spokespeople for for that action now, and they are saying, hey, i just got this word from the organization, this has been the impact of what we did, and, you know, they get to be the ones sharing that news because you don’t have a way to connect with other people, so at least make sure you don’t lose contact with those that you d’oh, we got to take a ah last break. Text to give, you’ll get more revenue because they make e-giving easy for your donors. If your donor’s consent a text, they could make a donation. We’re talking about that right now, it’s, part of your infrastructure, it’s simple, affordable, secure plus the ceo chadband oid very smart guy he spent set up a smart company um, it’s easy to get the info text npr for non-profit radio to four, four four nine nine nine npr to four, four, four, nine nine nine we’ve got several more minutes for fund-raising well, i’m very glad of within the sample ward would it was one thing i wanted to bring up is a question that has been brought up here at staff when we’re having conversations about this world of fund-raising jane and that is that you can’t anticipate when it’s gonna happen because of the news of the death everyday tension between, you know, you don’t really know what’s gonna happen in the world every day in advance. And what does that mean, given that it’s september right now, when people are probably have already done or at least starting to do now their end of year campaign planning ? So what ? Does it mean if you were, you know, done months of planning all this work ? You’ve launched your end of your campaign ? It’s ? You know, november, december, you’re running this end of your campaign. Something happens in the news. It’s that moment, you know, it’s okay, at least in my opinion, open tio what you may think, tony, but, you know, it’s okay to me, if that means your end of your campaign comes in way under goal and you stop tweeting about it because it may be more important to focus on this other angle where your community is fired-up in a different way, then continuing to almost compete with your community’s interests on, and i think that can be hard in the moment to say, oh, my gosh, we did all this work. We have all these goals and expectations are bored, you know, wants to do x y and z, and now we’re not gonna send this, you know, email out or something, but depending on, of course, you’re going to have to gauge what the community’s responses and all of that. But it may mean that you do let go of that end of your campaign. And that has to be okay. Maybe there’s a way to combine the two so that you know, so yeah. I mean, i definitely think it matters what the universe is, what the community is trying to campaign around. I think you could definitely, especially for your organization willing to do it. I have it in real time and make that end of your campaign talking points aligned with the communities, talking points, you know, if it’s not a huge departure from what you needed, what you needed to say anyway, that’s yeah, i agree. I mean, i would i would try toe message it so that you can you can take advantage of the the outrage. And and as you’re saying, you know, message it into your end of year, you know, it’s that it’s a tough one, because, i mean, i know a lot of listeners have small organizations with, like, one, two, three, staff people and, you know, end of year is like, you know, way may not make payroll if if we don’t do a certain amount in the in the fourth quarter or a lot, a lot of times, you know, like the month of december um, so it’s it’s hard, you know, you gotta yeah, i don’t think that you know, on the first tweet from a community member, you know, manage, stan, you’re not doing now, you’re doing it lightly, but i’m just, you know, i’m trying to balance the i’m trying to balance, you know, what’s not competing with your community, what your communities anger is and what they’re talking about. Versace, versace, you’re own your own messaging for the biggest campaign of your year. Um, i’m trying out for a lot of organizations that have a diverse fund-raising kind of palate with maybe online fund-raising and end of your fund-raising and major gift that it is just filters into maybe how you balance or prioritize amongst that grid, like maybe you say, okay, well, our online fund-raising focus will be supporting these community members who are tryingto lead some campaigns and, you know, are offline is just going to focus on our major donors, and they it might be an opportunity that they feel more compelled because now they see other people, you know, are coming coming to support the same organization that may be a lower financial level, but it still means something, so i think it’s really, about how it plays into the mix. Dahna yeah, yeah, i agree. I’m just considering the balance on a zai know how critical certain campaigns, whether it’s fourth quarter or not, you can be teo teo, people in to those organizations that are small, like i said, you know, one, two, three before employees, you know, i worry about making payroll and making, making rent payments that can that can keep you up at night, you know, you know, um, okay, we still got a couple minutes left. About two minutes or so left before we let you go. What else ? What else should we be talking about for two minutes ? Well, you know, i would be curious outside of on ly fund raging the ways that organizations are also using the news for, i don’t know howto turn raging into the end of other words, but, you know, these air really important moments for organizations for what we were talking about before, with this building and ad ad advil raging, i really committed to making raging part of the word, but, you know, finding ways where probably a little bit more on the fly, which is always hard for organizations, whether they’re bigger, small but finding ways to say, ok, this thing was said, here’s, how we feel about it, you know, do you stand with us something that doesn’t have to have any material outcome from it ? You’re now not, you know, producing an event or launching a program because you’ve said something but ways to get your community feeling like oppcoll they are with you, they know where you stand, you are getting that information back from them to be able to maybe segment your list really dynamically to say, wow, all of these people responded to this news item this day and, you know, these people didn’t that’s another wayto plan for cultivation later. So i think even if your community isn’t necessarily starting fund-raising campaigns for you or you’re not starting fund-raising campaigns in response to the news, you can still be using things that happen, whether they’re local or regional, are at a federal level, help you get more information about who your supporters are, what they care about, how they, how they came to sign up for you so that you can again better reach out to them. But think about your list before you start sending out fund-raising messages later. Yeah, it’s, not it’s, not all about fund-raising wait, we’re gonna leave it there and you say the word you’ll find her at amy rs ward and just follow her for god’s sake. You see all this wisdom ? Get it on twitter at amy or it’s war and also amy sample word dot org’s. Thank you so much, amy. Thanks, tony, my publisher. Next week, jean takagi returns with his take on donor advised funds if you missed any part. Of today’s show, i beseech you, find it on tony martignetti dot com, responsive by pursuing online tools for small and midsize non-profits, data driven and technology enabled. Tony dahna slash pursuant capital p when you see piela is guiding you beyond the numbers. Regular cps dot com by telus, credit card and payment processing, your passive revenue stream, tony dahna slash tony tello’s and by text to give mobile donations made easy text npr too for for for nine, nine, nine. Our creative producers claire meyerhoff. Sam liebowitz is the line producer. Shows social media is by susan chavez. Mark silverman is our web guy, and this music is by scott stein. You with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and degree. You’re listening to the talking, alternate network, waiting to get in. Nothing. Cubine hi, are you interested in blockchain technologies and cryptocurrencies ? Then tune in here on talk radio. Got n y c with me, david every friday, eleven a, m twelve p, m eastern time. As we answer your questions and interview, great guests live on internet radio on building the blockchain where you can catch the blockchain revolution. You’re listening to the talking alternative net. Are you stuck in a rut ? Negative thoughts, feelings and conversations got you down. Hi, i’m nor in something potentially ater tune in every tuesday at nine to ten p m eastern time and listen for new ideas on my show. Yawned potential. 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Um, sam liebowitz, your conscious consultant, and on my show, that conscious consultant, 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. Duitz

Nonprofit Radio for August 31, 2018: Stay Out of Email Jail & Real Estate In Prospect Research

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Amy Braiterman & Dan Clasgens: Stay Out of Email Jail
And avoid deliverability death traps. Segment. Re-engage. Analyze. What’s a pristine? Our Nonprofit Technology Conference panel breaks it all down. They are Amy Braiterman from CDR Fundraising Group and Dan Clasgens with DAV, Disabled American Veterans.

 

 

 

 

 

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Buy-in hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d suffer the effects of cola sister gas draws to me if you gold me with the idea that you missed today’s show, stay out of e mail jail and avoid deliver ability traps, segment reengage analyze what the heck is a pristine our non-profit technology conference panel breaks it all down. They are amy braverman from cdr fund-raising group and dan class skins with dv disabled american veterans real estate in prospect research. Maria simple is our prospect research contributor, and the prospect finder she returns with resource is tips and strategies for reactive and proactive real estate research. I’m tony steak, too, the late summer finger wag responsive by pursuing full service fund-raising data driven and technology enabled tony dahna slash pursuing capital p wagner, cps guiding you beyond the numbers regular cps dot com by tell us turning credit card processing into your passive revenue stream, tony dahna em a slash tony tell us and by text to give mobile donations made easy text npr to four, four, four. Nine nine nine here is stay out of e mail jail from welcome to tony martignetti non-profit radio coverage of eighteen ntc non-profit technology conference coming to you from the convention center in new orleans. Sponsored, of course, by hosted by non-profit technology network and ten this interview, like all our eighteen ntcdinosaur views, is sponsored by network for good, easy to use dahna management and fund-raising software for non-profits my guests are amy braverman she’s, associate director of digital media at cdr fund-raising group, and dan class ken’s, digital marketing strategist for dvd disabled american veterans. Amy dan, welcome hi! Thanks for having us. Thank you for having this time. Have you not brought radio? My pleasure. Your workshop topic is stay out of email, jail and avoid deliver ability. Death traps. Yes, that’s. Very good. And we now i covered this probably two or three years ago. And i learned that there’s such a thing as a une e mail deliver ability specialist that’s a title. People people study this stuff. You have to study this stuff to stay on topic. Okay. It’s a full time job. Really? Amy let’s, stay with you. Why? Why? Hyre what kinds? Of problems that we having generally, we got plenty of time together going to detail. Okay, start us off, general. Generally, i think our biggest problem is that there’s a lack of control there three main factors that kind of go into email deliver ability, and that is the email platform that you’re using you yourself, the non-profit and your best practices hyre how you’re sending e mails and then lastly, the mailbox providers, gmail, hotmail, yahoo outlook they all have different rules for how you get your emails in their inbox is how you reach your supporters and because of those three factors and the complexities that they all have it’s really tough. Teo, just stay on top of everything makes it a full time ok? It sounds a bit of a morass. Damn morass. Yes. Oh, i mean, absolutely. It’s changed your q. I think your radio probono hyre on dan. I missed the count. Well, i think what we’re finding honestly is people you want to engage with people that want to get they want you to engage with them, and i mean, we as marketers way are not really big fans of having to keep up. With these rules, but as a consumer, tony, i mean, you only really want to get the information that you’re interested in, and from that standpoint, i think google and yahoo and i mean they’re their jobs not to serve us it’s, to serve the consumer, and i think they’re doing a good job of it, okay? So they have the interest of their customers, principally, right? And not you other people are serving you, but not the email providers. Yes, i think i think the biggest challenge is it’s just it’s such a huge change of mindset, of going into it because, you know, in the in the world where i live in a stable american veterans, i mean, we’ve been one of the very large direct mail operator for a long time, and i mean, buying less ranting list, i’m as part of the direct mail business, and there you just take every address and amy and get you send a mail, right? It doesn’t work that way in the inbox anymore and it’s causing us to really change the way we think about how we do email folks and i think it’s also because it usedto work. Like that, i mean, email best practices years ago where send your e mails to everybody, everybody and anybody, we don’t care who you are. We don’t actually really care if you’re that interested in us or what you are interested in. And because of the fact that our in boxes are generates so much information. So many e mails? Well, yeah, i mean, it was even three years ago. I remember before i join cdr doing an email audit where that was the organization’s practice, and i was trying to explain to them, hey, we can’t keep doing this because you’re going to get these five percent open rates are going to ruin your center reputation, and they’re like center what? Like, you know, two years ago, i’m sure there was folks in our session today who are, like, we’re still sending to anybody we know about this segment thing, and we know why we should do it, but weren’t we have to it’s a total is dance, i’d like change your mindset of going from we want to reach everybody, and we need max impressions, too. We need to make sure that we are maintaining our reputation and how we’re interacting with our supporters, okay, this center reputation it’s a pretty simple phrase to understand, but it’s it’s it’s what? The platforms, the email platforms are these have judging the fight. They each have their own score that’s what makes it tricky? They don’t all play by the same rules. Yeah. It’s a morass, right? Yeah. I mean, extended reputation. We’re saying in our session today is basically like, your credit score is already done. Yeah, where you going? Outside or on the downside? We’re coming on the booze. You’re the khumbu. What? You even show happy hours here, right after this and the wind, the open bar non-cash bars only about twenty five feet away. Also we figured, hey, why not reach more people and tell them about all of our trials and tribulations and successes and maybe not such here’s the thing email, i mean, whether you’re a large non-profit like myself, a disabled american veterans or you’re the smallest non-profit in this room, this challenges facing all of youse gotta send her reputation. You know what? It or not? You’ve got one. You’ve got one, okay? And it may be good or maybe bad and it’s the same like analogies of your credit score. If you go to buy a car, you can buy a car with a bad credit score. There’s going to be huge interest rate, you can still send emails with the bats under reputation. You just might not be actually getting to the people. What are some of the factors that go into the centre reputation, dan? Well, i mean, i definitely understand it varies across email platforms. Yes, so i mean, how much people engagement your emails? Are they opening your e mails? Are they clicking on things who you’re sending it to? We’ve spent a lot of time our session today talking about spam traps and, you know, the providers out their pristine spam mail traps, for instance, or one where they actually put thes fake e mails out there. And if you’re not practicing best practices, buying list and doing these other types of activities where these e mails are on there and you’re going to them that’s a trigger that you’re not following these best practice. So there’s these traps out there, it’s like a land mine, and we’re just walking through there drops spam traps, there’s all kinds of so they’re seating bogus addresses on tow until lists that it shouldn’t be buying. Yes, okay. And you maybe what? What? What traps way covered four of them today. The four main ones we did the pristine. The next one is the recycled spam trap. And this is something that so pristine. The big difference is a human never had that they’re created tio by the email industry to make sure you as an e mails under r following good practices a pristine a pristine, pristine, pristine like a pristine beautiful beach with your note. But it’s not very beautiful. Now, it’s not okay, what’s a pristine okay, so the first teen is they’re created by non humans to monitor your email practices to make sure that email centres like devi or any non-profit or any for-profit consumer product is sending emails responsibly. How does it do that? How does it work? I have no clue because i am not that technical, but you can google and find out a little bit of i mean, look into pristine there other type of perhaps we talked about were like way too so for typos like you misspell it. Like instead of gmail g mall, yahoo without the one of the o’s or something that gets onto your list fake address. You don’t really want to give someone your address, but you need to complete the form. So if you’re sending to a lot of these like where the email addresses misspelled, they’re the domain is misspelled. That’s ah, that goes into this. Yeah, it’s not as much of a factor of some of their you know their heads. Different variants is teo, but they all play into it. It’s, time for a break pursuant. Their latest paper is pursuing e-giving outlook. You’ve heard me talk about it. They took the latest fund-raising reports. They boiled it all down. It’s ah it’s ah it’s! The thie essentials that you need from all the fund-raising reports that have come out recently all in one concise content paper plus there’s a video archive. Go to tony dahna em. A slash pursuing remember the capital p for please now, back to stay out of email. Jail. Okay. And then what was the fourth one? The fourth one is a role account. It’s a little bit more difficult to explain. But it’s it’s kind of in that same vein of, like, it’s? Not really you it’s something else that was added on there, and then the recycled, which we touched on for a second. But that is an email address that used to exist by a real human being and then is no longer in use. And after a period of time, the email provider the mailbox provider has said, this is not tru e mail address anymore. Okay, so they wait all these things together. They put them through their mash, and they decide on your center reputation. Yes, and it’s like a scale from one to one hundred. Anything above eighty is great. Seventy to eighty is saying you’re doing well, but you have room for improvement below seventy says, wow, you really need to fix your practices and that’s where it could impact you deliver ability. So so you’re saying the email providers will just not deliver your messages? Yeah, they just go off sometimes in the la la land buy-in we’ll sail on the whole the whole campaign with this one whole send all of it tonight could do that or it’s going to vary again. It’s going varies. Based on the timeline out provider that you’re going through to get to your constituents, that is okay, but you shouldn’t be risking obviously don’t want be risking it. I mean, if you’re if you’re below seventy with female, you’re in bad shape. I think the big thing is your score coming from coming from a fund-raising perspective at a non-profit like d a d i mean, we are driven by the ultimate dollar, right? So trying to get folks to realize that, hey, we can’t blast out all five hundred thousand of these people because half of them aren’t even open in the e mails if they’re not opening, they’re not engaging it’s, hurting all all that impacts deliver ability, but amy is found with us, and with other accounts of cdr and an industry has is we’re actually emailing less people more frequently, and we’re generating more revenue from it. Okay, okay, you’re deliver ability. Your reputation is hyre you’re engaging with, you’re sending two people who truly are engaging with you all those reasons, right? Exactly. Okay hey took the cliff notes version of our session today. We’re drill well. Let’s. Wrap it up. I got another. Fifteen minutes or so, roughly, but it’ll go fast. Kruckel okay, so we talk about avoiding the death traps, all right. Are there any more death traps? Anything we need to know about about what the industry is doing to snag us up recovered? Yeah. I mean, spam traps were the big thing. And the thing that we really shared with people today is that hitting a spam trap isn’t the end of the world. When you google for reports or to find out about spam traps, the resource is like what you’ll see back is all these very dramatic things that make you feel like a horrible e mail market or if you hit a spam trap. But it’s, not the end of the world you can really recover. And spam traps are telling you that you actually have a symptom of a larger problem. That there’s something going on with your email practices. That is just not working. And you need to take a look at it and figure out, you know, what will work. You know, i was actually thinking about this, dan, like when we hit a pristine spam trap in january of twenty. Seventeen and had a two percent open rate from an audience that we were getting seventeen percent open rates before so it’s a huge drop and it let us know we clearly have an issue, and i honestly think that hitting that spam trapping experiencing that was really the best thing has happened to us definitely opened our eyes and change the way we act. Yeah, you work together, we work together, we worked with cpr. Yes, dahna could never you could smoke whatever with your eyes not aware we want teo, especially our fund-raising right, it’s growing it’s always fund-raising growing doesn’t talk about sex vacation because that’s that’s a solution to this isthe dan, how is segmentation solution? I think just knowing what people are interested in and feeding them, information that relates to their interest is huge, and once again, i mean, we’re come from a world of direct mail where we’re mailing out this mail piece toe hundreds of thousands of people and that’s what’s cool about digital is you can really get it down to a very small interest group and hit him with that interest. I think what we’ve done with our segmentation has really paid. Big dividends and the fact that, you know, we’re able to see, because each of these people respond differently the types of messages to the different types of subject line, so we were able to test better with segmentation and overall, i just think that it goes back to what i said before, people that want to get our stuff, they’re going to get what they want and that’s, why we’re seeing the metrics and the click throughs and everything else respond accordingly. Is there any segmentation beyond interest? Well, yeah, i mean, we we got the frequency that they donate, obviously. I mean, you know, when’s the last time they made a gift, what type of action did they take with the organization? I mean, where do they attend a Job fair where they’re 5 k participant? Where are they? A veteran? Are they not a veteran? I mean, there’s, a lot of things of in segmentation there’s a lot of layers to it. You need a really good date. I think one of my challenges at our organization and we’re striving to get better every day is taken. All these separate databases out there that you know, these silos that exists and merging them together and having this global view of how this hand impacts this hand and, you know, it’s part of my job every day, and, you know, about amy and her cd, our team really works on developing great strategy, i’m in there educating the stakeholders and trying to manage, you know, all the politics that go on inside a large, large organization and, you know, making strikes, people are listening to what i’m saying, they’re so that from that point, you know, we’re doing good things, okay? Okay, amy, anything you want to add on deputation or you like them, dan covered, and i think the best thing about having dan as like our email partner or digital fund-raising partner and marketing is that he’s done an amazing job educating internally, learning, learning we’re all learning together and then getting those stakeholders bought in and if you’re a non-profit out there and you’re struggling with this, that is probably the hardest part is educating internal resource is and just stake orders about hey, we’ve got to make these changes because, yes, the money is still coming in, but eventually, if our center score continues to drop, we’re going to not see that money. No, you have a case study one hundred twenty six percent increased in open rates. Is that is that a tv or somewhere else knows it was that dvd. So when we hit that spam trap in our way, we’ll learn from what can we learn from it? We can learn that you need teo segment your audience. Find out what content is relevant to them. Get buy-in from internal state quarters and you can recover from any mishap that has happened to you. You can get open rates that go from two percent up to where ours air usually steady now in them twenties at twenty three. Twenty four percent. You know, we used to judge a good open raid at, like fifteen percent was an industry standard. I think for us a deviant cdr. I get bummed out when we’re not at a twenty two or twenty one. I’m like, oh, let’s, figure this out, let’s see what we can do. I think the other metric that is our new favorite is open to cliques. So this says of the people that open my email, this percentage clicked on. It and that tells you if you sent them content quick, something is like something in it, like click to a donation form, click to a survey promotion, more anything and that tells you if your message and the content you’re providing your supporters with means something matters to them, it allows us to also see the content they’re interested in. What are they clicking on? What aren’t they click on? I think the other thing that’s really played into the whole email challenge we face is the the idea of unsubscribes for spam people marking you as a spammer is like death sentence. I mean, essentially they’re saying your spam and not only they saying that they don’t want your stuff, but they say they’re your annoying them and that you’re not they don’t. They didn’t ask you to come there in the first place, and what we’ve learned and we’re learning every day is, you know, we sent out a large audience and you get a handful of spam rates, but the percentage is so low that it’s not as impactful if we just be about one hundred people and two people. Click on spam suddenly that’s two percent and that span percentage rate is another thing that plays into deliver ability. So one of the things that we’re working to do and put more in our strategy is to make it maur educate people how it have two unsubscribes easier making unsubscribes more available because if they don’t want to be bothered, then we want to stop bothering them. And that’s that’s really what these providers air forcing us to do. And at the end of the day, i think from from a consumer standpoint, it’s awesome, but from a marketing standpoint, a those that adjust and and go and change the way that they do things i think there’s still going to find probably way we’re fine is even more success than the way we used to operate have a hacker, the rial spammers getting through that because i’m you know, i’m marking junk all the time. A lot of i p addresses a lot of their spoofing are there? Or are they just there constantly turning over? Yes, every day i mean there’s a lot of everyday, they change, i think, there’s something like two hundred thirty four million spam traps out there. And there’s it could even be billion like it’s huge and there’s a a not a crowd sourcing thing that allows you to track spam and see how many traps are currently live and what’s happening in the internet just to give you like a thermometer checking the pulse rate of what’s happening out there because i know i know some of the bad guys are getting through. Yeah, they get there. You just want to minimize it. I mean, at one point, when we in order to get that very low open right, have issues that we saw. We probably hit a few hundred spam drops. You’re not going to hit one spam trap, there’s. Not like one out there that like. Oh, i hit the one you were going to hit multiples. You could hit three recycled like we celebrated huge success going from a few hundred two. We only hit three like that’s. Amazing. Because there’s. So many out there and it’s. Very easy to get to let’s. Talk about re engaging you. You touched on amy reengaging. People who aren’t engaged aren’t clicking. What are some tips for? For this let’s? Spend a few minutes on this. Yeah. I think one of the things that we all struggle with is it’s hard to say good bye to people like you want you know it as fundraiser isn’t even unsubscribes way don’t like to see that list, especially for what we pay the cost per acquisition in this industry is so high that it’s like it’s hard to give up on that, so what we’ve started doing is every time we’ll do it full, send sometimes to r un engaged file and will recover some people, which will see that as a win will take the hit on the spam complaint rate to bring back some more folks we’ve advertised to them in different channels, whether it’s, facebook or doing in male ads like for yahoo, our gene mail, those air this sponsored ads at the top of your inbox and then what we’re actually really focusing now on is how can we be a lot more thoughtful in trying to re engage so making the qualifications for who’s going to get that reengagement email stricter, you know, like let’s send to lapse donors from the last two years and see how that gets us let’s do laps donors the last year. Let’s do laps donors for a year and open an email a year ago. So we’re like working through to see what kind of rates we can get. Who we can bring back and figure out what that unique. What works for davey and that’s that’s. Kind of our re engagement tactics. What do you feel is a decent reengagement rate? I don’t think we have that yet. I don’t know, i don’t think we have that thing is every time we hit this un engaged audience so there’s good there, i’m out of it, but there’s bad too. So what we’re really trying to drew is sort of strike a balance of what that is, and i think it d a v for us as well, it’s harder not to crack because we’re dealing with a lot of different groups here, like we have our donors, as i mentioned right there, there’s the one point three million members of the organization that an entirely different group of folks we have our advocates, those that are part of our commanders action network, that air really interested our legislative issues and all these different arms out there. What might work in one audience doesn’t necessarily translate to another audience. So i think as you look at your organisation, you have to that’s where it goes back to the segmentation, understanding what drives those people, what motivates those people in the more data you have to support that, i think it will help you figure out what are the better strategies to re engage in these folks and at what point is amy said, are we willing to say goodbye? Is it possible that we’ve talked around it’s a little bit to figure out why your emails aren’t getting what? Why your emails aren’t getting through to you? Can you tell what whether you had a spam trapper was pristine? Or is it possible to evaluate that or you can their companies out there that can give you reports to tell you what types of spam traps you’re hitting to tell you how many different ip addresses air out there for you so there’s lots of different ways to figure out they’ll tell you what’s going on, but they won’t say, oh, this is specifically why you did it that’s kind of up to you to figure out, but chances are that you can get that information at least on how many types of traps you’re making your hitting because what it does it allows you then to do to go clean up your file, i think that’s another important topic that we haven’t talked on is let’s clean up the file. So now that you identified a problem, i hit to spam. Traps or one hundred, spam traps. Whatever your case may be, you can work with different services to have them look at your file. They match it up with the different mailbox providers, and they’ll tell you whether or not they’re valid email addresses invalid. Whether they have, ah, hard number of heart bounces off, bounces that, whether their spam complainer. So they have the propensity to hit spam on your emails. And what that allows you to do is put on lee, sent to the valid e mails. You know, take all of those invalid, take all the ones that are marked as spam, and put them in a group and not talk to those people. So then that also helps to ensure your developed deliver ability is happening, and that you have a good center score oppcoll way still have a few minutes left together. What what haven’t we talked about? That we should be flushing out more. I definitely think the tools we’re using, you know, different non-profits of different sizes have different tools, and she mentions a lot of these providers that score your tools, but just the tools that you have, i mean, obviously, you know, there’s big companies like blackbaud there’s the male chimps in the different things, but knowing how, you know, turning to them as a resource on some of their standards, because as amy mentioned before, there’s three parties in this and they’re one of the parties, so the googles and the yahoos and all those providers they’re i mean, they’re they’re the gatekeeper on that end, and we can practice our best practices there, but take advantage of those resource is out there. I don’t think that enough people actually go on and look at the research and the information that’s out there, and this is very nice that you’re saying that the email provider, the email providers they themselves put out there and, you know, amy and i, we’re we’re more marketers than we are techies. So if your organization has so somebody in charge of email that’s, more of a marketer or somebody in the communications team, for instance. It’s, good to loop in some of these folks i know for me and my organization. I have been lost without some of the stuff that cd ours helped assan cover. Having them to turn to is a resource helped implement some of these things because it changes every day to wave made a lot of progress. But this story’s not ending because then you could be two steps forward. One step back kugel changes something they’re not sending out of press release, right? We’re learning you want after that after after you dahna campaign or ascended it’s fun, you know the job’s never the same any day. That’s one thing that you can say for sure when it comes to evil marketing hundreds and like dan it’s totally right, you know, even us, as you know, as a friendraising agency are focuses on fund-raising and marketing, raising money and using the reaching out to your the platform that you’re using to send your email getting their technical help. It’s huge! I don’t think i would be where i am or as a group with davey without having the support of their i t department, they helped us do cem further very authentication called demark and deacon. Which folks can google learn all about it’s? A little bit confusing, but it’s really important? Because it insures that hackers aren’t spoofing your emails and that aren’t sending things under the dv domain that are actually devi. We have george in jail on twenty one radio you just transgressed seriously, we’re ah, i don’t think we have enough time to explain, but just repeat de marque de marketmesuite oppcoll that and decamp d market with the c a r c and d kim decay. I am i’ve seen these things in print. I don’t know what they mean. All right, we’re gonna let you off the hook. Thank you. Or sorry for the jargon jail. But they are. It is very important. Teo, just go and check it out. Go ask your i t department about it. They can actually educate you on these two terms and check and see if you need to get better email authentication and implement these leads to tactics. Okay, dan, anything you want o close with god. Give you a few seconds to close. No. Honestly, i just think that, like i said, it’s it’s every evolving, so it’s going to change a month from now, six months from now stay on top of your game. If they want you, they want you to contact him. That’s what you want to contact, engage him and make it more about them instead of about you. And i think the more non-profits do that, the more success they’re going to find that’s dan class begins, i say right, you got i did with the hardy digital marketing strategist of devi, the disabled american veterans and also amy braverman, associate director, digital media at cdr fund-raising group. Thank you, amy. Dan. Thank you. Thankyou, tony. This interview sponsored by networked for good, easy to use donorsearch monisha and fund-raising software for non-profits. This is tony martignetti non-profit radio coverage of the twenty eighteen non-profit technology conference. Thanks so much for being with us. We need to take a break. Wagner, cps. They go beyond the numbers they’ve got. The resource is for you. Lots of different subjects at weger, cps dot com and you click resource is after you spent some time on the site. Pick up the phone. Go in. Real life talk to eat hooch doom. You know him? He was on the four hundredth show. He’s been a guest. He’s a partner there. He’s a pro. Good guy, wagner, cps dot com. Then have a chat with you now for tony’s. Take two it’s late summer and i’m wagging my finger at you reminder. I implore you. I can’t beseech, but i do implore make time for yourself over labor day weekend. You don’t just find it. I can’t find time. I don’t have time. I can’t find any time. Make the time make the time for you you have talking to you. You the person you personally make time for yourself over labor day weekend. Hopefully did doing summer sometime. But i regret to inform you that labor day is creeping up and, uh, you need to make time urine e-giving profession. You need to take as well that you can give efficiently and feel good doing it time alone is restorative it if it’s refreshing make the time there’s more on my video at twenty martignetti dot com. I’m very glad to have maria semple back. You know her for pete’s sake. She’s the prospect finder. She’s, a trainer and speaker on prospect research. Her latest book is magnify your business tips, tools and strategies for growing your business or your non-profit she’s, our doi and of dirt cheap and free. And i know she’s not gonna let us down today on that she’s at the prospect finder dot com and at maria simple. Welcome back, maria. Simple. Good to have you. Oh, it’s. So great to be back. Thanks for having me. Pleasure. Absolutely. Um, you want to talk about real estate and i was game real estate for prospect research. What’s the value here. Well, you know, it’s it’s kind of interesting because i always include real estate data in every single research profile that i do. So i almost feel like we’re doing a back to basics show here. Okay, you know what we’ve got? You know, the core pieces of information that that really should be part of every profile and real estate is is definitely one of them. And i was, you know, in preparing for today’s show. I was trying to come up with, you know, the why? Why would we want to even focus on real estate? Why is this important and so you know, i’m going to offer up a couple of reasons. You prepare one. You prepared. You wanted you wanted teo. I’m doing that. Okay. That’s. Something new. Okay, so one is from a report called the cap gem and i world wealth report, which indicates that really state actually account for eleven percent of a high net worth individuals. Total assets, right? So, i mean, when you think about the average person, right, if they own a home or they own a coop or an apartment or something, i mean that’s a significant portion of their wealth, right? Because, you know, are they going to gifted to you? Are they gonna liquidate that asset and give you the money? Probably not. However, that does lead me to think about planned e-giving, as you know, a way to think about real estate as well. Especially if you know, your prospects happened to be a childless couple. So plan giving is something that, you know you might want to think about with regard to any of their real estate holdings that they may have, whether it’s, you know their primary home or or secondary homes. Yeah, there’s. A lot you could do with real estate, certainly the methods you mentioned, if a lot of times you might hear that child or the children don’t like the beach house or the don’t like the home upstate in the woods or out in the mountains, and so that strongly suggests that it’s going to be liquidated or, you know, you might hear that those exact same sentiments and there’s a possibility that that piece of real estate could be left to you so that the person or the couple can continue living there for their lifetime and they pay all the expenses, and then you’re at their death at the death of the survivor, actually, with the survivors death, the property immediately is transferred to you because because you’re actually changing the the deed of the property that’s all called a retained life estate, she wanted to google it and find out more, but you don’t need the unity of the jargon just understand the concept, you know, if there’s a couple that is expressing dismay that the kids don’t really want the house? Uh, yeah, so that and, you know, by the same token, if you happen to come across in doing your research that a particular property of one of your donors is actually owned in a truck. You know, that kind of should send up that little signal flag to you that they have done sametz state planning. And you you want to make sure that you know you’re involving all the correct parties in the conversation. If you’re coming across the property owned in a truck, how would you find that out in your research? Well, if so, let’s say you have the name of aa prospect your your donor and you have their address and in researching their address, you find that the property is not in the the donor’s name or the donor and the spouse’s name, but rather it’s owned in a truss, actually that’s going to be? Yeah, yeah, totally it’ll be very clear because it’ll be titled that way. Ok? It’s it’s titled to the right the asset is titled to the trust. Okay, so so in your public records, that’ll do that’ll reveal itself. Yes, absolutely. So, you know you mentioned public record, so we’re very fortunate in this country in terms of doing donorsearch research on in these types of public records because all real estate across the united states is part of public records, most of it is accessible on the internet very, very occasionally, if it’s a really small little town that maybe doesn’t have a big web presence or they don’t have their tax assessor rolls, you know, available online, i might need to make a phone call, but i have to tell you that is happening less and less for me these days. Aziz, i’m able to find most of that data that i need online. Okay, you got i’m sure you have some sights, recommendations free and dirt cheap that you can share. Yes, absolutely. Absolutely. So, i think a really good starting place to be able to start finding, you know, ah, assessed value and taxes that people pay on their properties. Um, if you don’t know where you’re where the local tax assessor office is available online and so forth there’s one site that has a compilation state by state by state this toe where you can actually find the assessor info and it’s actually a fellow prospect researcher and she’s been maintaining this site for years. Her name is cristina. Pulawski and her sight is pulawski dot net, and i’ll spell that quickly uh, p u l a w s k i dot net and, um, if you go to that site, you’ll see a listing of all the states click through to the state of interest to you, and then you’ll easily be able. Teo, find the data that you’re looking for in the assessor and this is a free site. Yes. Pulawski dot net is free are doi n i knew are doing was not gonna let us down. Oi, end of dirt, cheap and free. Ok, what else you got? So so that that’s one that i really like is a good jumping off point for although that’ll get you teo teo, the assessor assessed values a cz well as taxes. So so let’s talk about those two pieces real quickly. You know, assessed values are very often not what the market values are. So in a minute, we’ll talk about some market values, sight. But, you know, i always like to include what is a prospect in my profile? I like to include what taxes are for the most recent year on that property, because i think it is very, very telling if somebody is able to sustain. And i did research once on dahna a couple who owned a property in in a wealthy area of new jersey but also had a house at the jersey shore. And between the two properties, tony, they were paying one hundred and fifty thousand dollars in property taxes. Okay? Yeah. That’s. A lot of money right there, right? That kind of tells you there’s some well, yeah. And then you take the take the value of those homes, multiply by nine and you’ve got ninety nine percent of their their their assets, right? Nine. Ninety percent of their wealth. Because you said for high net worth e the home is eleven per cent of the of the total assets. Yeah. Okay, very real. Look at look at all this information. We’re getting off just the that’s just from the assessed value. We don’t even know the market value of these properties yet, right? Okay, exactly way. Just have a minute or so we have a minute or so before break. So go ahead. But take take a breath after a minute or so. Hey. So the other thing i want to be able to tell you about is ways to find estimated market market value for the properties because, they said, it is very different from the assessed value on di think a site that we’re all very familiar with. Is zillow so kind of introduce that concept? If you need to go to break, and then we could talk a little bit more about zillow and different information that you could find there. Ok? The only thing i’ll put a finer point on is just to make sure that people know the assessed value that’s, the for those who may not own property. That’s, that’s, the that’s, the tax roll, value that’s, the that’s, the value of your home that is used to calculate your taxes. So they multiply that assessed value by the tax rate and that’s. How you get your your what you got to pay for taxes on that property versus market value, which i think is quite clear. Okay, let me take this break. Tell us you’ve heard enough. You’ve heard that you had to tell us moughniyah lt’s from charities that referred the companies for the credit card processing from the companies that are doing the processing and from those companies. Come processing fees and fifty percent of those fees go to those charities. You’ve heard the teles mony als that charity khun b you you can be getting the fifty percent of the fees. Go to the video. That’s. A place to start. Tony dot, m a slash tony tello’s. Now, let’s, go back to maria simple. Um okay, you were gonna hit us with market value. You got market value. Resource recommendations, love these are doi n, right? Right. So so i mentioned zillow and one of the reasons why i like zillow so much. Is that it’s a great snapshot of that property? I mean, literally, you will get a mapping. Sometimes there is a picture of the home. Uh, you’ll have information about, you know, the number of bedrooms, you know? Really, you square footage. What it left sold for three year. It was built. So you’re going to get a lot of information about that particular home, right? There, out of zillow, it mean it’s used extensively in the real estate profession, used extensively by anybody looking to buy or sell a home. So it is, you know, one of those sight that you definitely want to think about looking at, they call their estimates. It’s used extensively by me after i go to a friend’s house for dinner. And then i go home or i just go to the bathroom, and then i checked zillow, i got a guy i don’t know, i don’t know. What is this place worth? Sometimes i can’t even wait to get home. I was extensively you’re right. It is very use its used extensively. You’re absolutely right. Ok, is there another? Is there? Is there another market research resource? I mean, market value resource. Ah, well, if you are thinking about researching anybody in a city, it might be a little bit different self-funding example, in new york city, there is a site called city realty dot com, where you’ll be able, teo put in an address, uh, it’ll give you a picture of that building whether or not that building has a doorman, uh, you know, where recent sales were. Of apartments in that building uh, the year it was built, the amenities and so on and so forth. So again there you’re going to get an awful lot of information, even on those buildings where apartment, you know, maybe owned within a particular building. Yeah, cooper, condo and zillow. Zillow isn’t going to help you with with apartment properties, is it? Not much? I mean, you think the last time i was at a dinner with a friend’s apartment, whether i was successful, i don’t think i was able to find what i was looking for? No, i don’t think so. I don’t think they don’t know why i do it for all of them, so that nobody, none of my friends, they’re the only ones who’ll listen and none of them knows which which one i’m talking about. There just i do it universally. So i guess they should all just assume i’ll stop getting invitations. I don’t know one of the other. Um, yeah, but zilla doesn’t help with condos and co ops, right? I’m pretty sure. Yeah, yes. I want to look a city realty dot com that’s for new york city. Right? That’s for new york city, but suppose you’re one of the many, many listeners who does not live in the new york city metro area. What are you going to do for for condos and made it again? I would then go to, you know, look at the particular city that you’re looking for data on go to their main website as a place to start looking and start drilling down for any links that have to do with real property values. Realist, hey, you know any of those tax assessor’s. So those are some of the key words you want to start looking for in any of those drop down menus that you might find in any of the the city’s website. Ok, yeah, so you might you might have to just settle for assessed value if you can’t find a market value of cooper condo, right? But then you know what? They’ll give you the rate that you’ll be able to also, then, you know, multiply by to come up with an approximate, you know, tax tax assessment. Yeah, right. I was just saying, you know, just you might not be able to find market value for for apartments. That’s all. Yeah. You know, the best way i’ve done that then is to try and find an equivalent, uh, size department and what it’s sold for recently. Uh, look, it used to be able to find at least taels value’s. This’s why, precisely? You see you found a workaround. This is why you’re the prospect. Research contributed for now. Provoc radio. I knew there was a reason. Uh, no, i’m always reminded, but yeah. Okay, look, look for a comparable sale. Recent comparable sale. There you go. Brilliant. Brilliant. This is this is why you need to always, always, always go to that wonderful free site called google and put the property in there because right from that, don’t forget you’ll be able to get i mean, it’s just amazing. I can’t believe the precise photos and how closely i consume in on a home that i’m researching in terms of i can see number of cars in the driveway very often when i’m doing this type of research. So it’s, it’s amazing. He’ll definitely want to make sure you’re googling the address as well. So google as well as a swell a zillo. Okay for ok, ok. Um let’s see? Uh, you kind of like google maps for ah, well, before we go to google maps and broader real real estate discussion, is there anything more i don’t want to leave? You will leave your you’re good contributions unspoken. So is there anything more we need to talk about with respect to individual properties? Yeah, the only other thing i might mention is this sometimes sometimes in addition to putting ah, a property in the name of a trust, somebody might decide to really try and put some protection around that property and put it in the name of an llc. So if you’re resync researching someone like let’s, say you’re researching an entrepreneur and you know from conversations that you’ve had with them or from your board, that’s had conversations with this person that they have multiple property somewhere, and here your trying to find their name and you’re looking up their name, you know, the city that they live in a city and state, and you’re just not coming up with it. It might be that they own that property in an llc he might need to take one step first to go to the secretary of state. Database for that state. Put in the person’s name and see if it comes up connected to any l l sees, once you’ve got the name of the llc, then go back into your property database and research on the name of the llc as opposed to the individual. This is why she’s, the prospect researcher contributor. You gotta have a problem doing this work for you. If you don’t have one. Get maria. Uh, you know, brilliant. Brilliant. There you go. Very simple work around. We’re stymied. Everybody who, uh, who ran up against it, though. Okay? Yeah. Yes, holden elsie’s because, uh, i guess there’s, i guess there’s there’s a tax advantages, the business you’re doing, some kind of business passed through or something. Well, very often they’re just trying to protect the asset. So, you know, let’s say that, like i said, make-a-wish avectra nor or they own a big private company, um and they’re just trying to protect it against, you know, lawsuits and that sort of thing. Um, instead of putting it in their spouse’s name or a child’s name or whatever, still add maybe that extra layer of protection as a limited liability company. Owning the home as opposed to, you know, on individual a supposed them owning it personally and it being a personal i said it’s an asset of the llc. So if their personal assets wherever compromised for some reason thie the property in the llc would be outside that that reach. Okay, we just have to have a minute before break. So why don’t you just give us a little tease for what? How google maps could be helpful real estate wise that i bet a lot of people are not thinking about. So, you know, you and i have always often talked about pro active research versus reactive research. A lot of what we talked about it to this point in the show is on reactive research. Well, there’s a feature in google called my math that’s going to allow you to do some pro active research to really identify you know where some of your donors and prospects are based. Ah, and i’m going to give you some ideas and had to use that particular data. Yes, much more than just putting in an address. But that’s, right. Time for our last break text to give you get more revenue because they make e-giving easy for your donors. If somebody can send a text message, they can donate to you it’s simple not only simple but affordable, secure there’s taking care of these things for you, you text npr to four, four, four, nine, nine nine that’ll give you info, and you’ll also be able to claim your special listener offer npr to four, four four nine nine nine. We’ve got about six more minutes for real estate in prospect research and go ahead, marie simple reveal if this feature of google maps that we can use in our prospect research, i’ll bet a lot of people are not aware of, right? So it’s actually called my map and ah, the earl is a little bit long, so i’ll make sure that i get it to your social media team. Or maybe i’ll go ahead and upload it wherever you’d like me to do so. But it is google dot com slash math splash about flash my math. Okay, so it’s a bit long. I wish they had it a little bit shorter. You could probably find it anywhere, you know, once you first and foremost, you’ve gotta have a google account. So first things first, you gotta have that once you’ve got that, you’ll be able tio look at all the various tools that you know that that, uh, that place that you would go to once you’re logged in your google account, if you want to access to your calendar and all those other things and other features that google offers that you might be using, you’ll be able to find it there as well. So one way or another, you’ll get to it or just google google my maps, and then you’ll get to it that way. But what i loved loved loved about this, and i couldn’t believe how easy it was to use and how awesome the results were. Uh, it will allow you to upload a spread sheet into google and google wuebben map out while the addresses in that spreadsheet. So i started thinking about this and wondering, ok, well, i could see the applique ability for, uh, for a business to do this, but how can a non-profit potentially use this particular feature? And so i was thinking about a situation where you know, you’re thinking about running a special event or you’re thinking about running a cultivation event and you’re trying to figure out, where should we hold this event? You know, geographically, where does it make the most sense so that we could get the most people in attendance at the event? So you can upload a list of, say, the donors for that from that particular county or region or state or, you know, whatever it is, uh, and it will map out for you, it will put those little you know, those little markers were all so accustomed to teo jump a little pins, write it so it’ll will populate the entire map, and then you can actually hover over one of the over one of the pins and you’ll be able, teo, click on it and it’s going to give you all the information that you have tied to that particular prospect that you’ve uploaded from the spreadsheet. Yes. Oh, right, right. So all your data that you up, right, so it’s pinning the address, and then everything else you uploaded with it would would appear when you click on it or mouse over it. Or is it one of the other day when you picked up let’s. Just be careful because of that. Here’s. The caveat that you might not want to upload that personally identifiable information. The name you might not want to write. You might want to think twice about putting in. Um, they’re full name, for example in there or their email address or, you know, things like that or phone numbers. So you might be in this situation up loading less might be better just from the point of view that, you know, once you’ve uploaded this in here, this map is then saved in google under your map. This is a map you can call up at any time. Uh, and so i’m always wondering, ok, well, who else could potentially have access to this map then? You know, in the back of my mind, this is the way i’m thinking about. So i might be a little bit careful about uploading anything beyond city and state. All right, very good. Very good admonition. Oh, so? So you can use this map to see population densities within within a state. Now, did you see any maximum number of rose that you can? You can, including your excel spreadsheet. I mean, could it be ten thousand? Can you map the whole country? I didn’t, you know, i didn’t try anything with a huge spreadsheet. I sampled it with a much smaller one, but i you know, i have tto dig a little deeper, and in google’s, they do have a pretty good help section about how to use this so they might address that there. Um, but i’m not sure if they’re gonna limit you on the size of this. Okay, that’s a great question, but also, if you are, if you’re planning a visit somewhere, you know you’re doing your well. This is summer, so you’re not doing your winter visit to florida, but whenever you have to prepare for your winter visit for florida, so as you’re doing that what counties should be visit well, let’s, upload, let’s upload on a simple spreadsheet all our florida addresses query by state nfl put it in a spreadsheet exported to a spreadsheet. Upload that to google maps and you’ll see the population densities throughout florida and you’ll know which counties in town’s teo host in and then then you could then go for your personal visits. You could map your way through through the state dry, you know, find the best route, right? Doesn’t help you with routes. Yes, like so then you khun route from one visit one of your donors to the next to the next. And get get yourself a nice, efficient routes that you can maximize your time. You know, while you’re visiting florida so that you can visit, say, you know, five donors in a day is opposed to maybe you were thinking you could only get two. Well, wouldn’t it be great if he could get four or five people in that one day? Right? Google will will route you through them. Love it, love it. Okay, wait. We just have ah, minute left before we have to wrap it up. Maria simple. What would you like to leave our listeners with so two more deuces real quick. One is if you have a lot of you run five k’s and walk and things like that and you’re not. And some of these people may not be already tied into your organization to the level that you’d like them tied in beyond their participation. So why not again? Matthau out where all of these folks, you’ve got their registration data. They’ve registered for your race again. Tie in to google maps, find out where these folks are all coming from, to participate in your five k and see how you can have some further engagement with them. Another, you know, i thought about was we have to leave it. There dahna next next time. Maria simple she’s, the prospect finder, she’s at the prospect finder, dot com, and at marie, a simple thank you so much, maria, you’re welcome, good talking to you. Next week, we’re live with a studio audience from the foundation center. If you missed any part of today’s show, i’d be seat. You find it on tony martignetti dot com. We’re sponsored by pursuing online tools for small and midsize non-profits data driven and technology enabled. Tony dahna slash pursuant, well, your c p a is guiding you beyond the numbers weinger cps dot com. Why tell us credit card and payment processing your passive revenue stream? Tony dahna slash tony. Tell us on by text to give mobile donations made easy text npr, to four, four, four, nine, nine, nine a. Creative producers. Claire meyerhoff. Sam liebowitz is the line producer, shows social media is by susan chavez. Mark silverman is our web guy, and this music is by scott stein. You’re with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Schnoll you’re listening to the talking alternative network oppcoll waiting to get a drink. Nothing. Cubine you’re listening to the talking alternative net. Are you stuck in a rut? Negative thoughts, feelings and conversations got you down? Hi, i’m nor in something potentially ater tune in every tuesday at nine to ten p m eastern time and listen for new ideas on my show. Yawned potential. Live life your way on talk radio dot n y c 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. 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Nonprofit Radio for August 17, 2018: Branding & Focus and Attention

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James Wu, Kristyna Jones & Rhiannon Tasker: Branding
How do you get people to care about your brand and your cause when there’s so much noise out there? It helps to be inclusive and authentic. Our panel from the Nonprofit Technology Conference (18NTC) explains how. They’re James Wu, brand consultant; Kristyna Jones with Brothers Empowered 2 Teach; and Rhiannon Tasker from The Public Theater.

 

 

Steve Rio: Focus and Attention
Steve Rio has been researching the intersection of mindfulness, creativity and productivity. He’s CEO of Briteweb.

 

 

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Board relations. Fundraising. Volunteer management. Prospect research. Legal compliance. Accounting. Finance. Investments. Donor relations. Public relations. Marketing. Technology. Social media.

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Oppcoll hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host today’s show is dedicated to my mom. She would have been eighty five today would have been her eighty fifth birthday. Hi, mom. Oh, i’m glad you’re with me. I’d be hit with zoho no sis, if you made me sick with the idea that you missed today’s show co-branding how do you get people to care about your brand and your cause? When there’s so much noise out there, it helps to be inclusive and authentic. Our panel from the non-profit technology conference eighteen ntc explains how they’re james woo brand consultant christina jones with brothers empowered to teach and ran in tasker from the public theater and focus and attention, steve rio has been researching the intersection of mindfulness, creativity and productivity. He’s ceo of bright webb on tony’s steak, too, baby boomers, we’re sponsored by pursuing full service fund-raising data driven and technology enabled tony dahna slash pursuing capital p wagner, cps guiding you beyond the numbers regular cps dot com bye tello’s durney credit card processing into your passive revenue stream tony dahna may slash tony tell us and by text to give mobile donations made easy text npr to four, four four nine, nine nine here is branding from the non-profit technology conference welcome to tony martignetti non-profit radio coverage of eighteen ntc that’s, a non-profit technology conference in new orleans hosted by the non-profit technology network interview like all our eighteen ntcdinosaur views is sponsored by network for good, easy to use donorsearch and fund-raising software for non-profits my guests are james wou christina jones and ran in tasker. James is an independent brand consultant. Christina is co founder and ceo. Seo of brothers empowered to teach by here in new orleans. Andre hannan tasker is donor communications project manager at the public theater. Welcome. Thank you for having a pleasant have all three of you. Your workshop topic is branding for the apocalypse very ominous how to get people to care about your cause when everything is horrible. Okay, eyes the horrible that we’re, uh, is part of the horrible that we’re thinking about the current political environment and how there’s something new every couple of hours. Do you like he’s a crisis? Yes, that that is exactly what we’re talking. About that was certainly that’s the driver of the conversation and that i remember one day, you know, logging off twitter for about thirty minutes, coming back on and literally, there are six new horrible things that happened that we’re very much tied to the current political climate in the country we just learned a couple hours ago that paul ryan is not going to run for for the house in wisconsin. Well, there you go. Speak something about what’s going on on dh there’s news like that very, very often. Yeah, our challenge is to stand out, okay? Apocalyptic? Yeah, we have an apocalyptic e i mean, i think that the khan, the environment that we’re in right now is very divided. And no matter how quickly things change and how every how fast news is happening, it still feels like we’re in a very sort of divided world in the way that we’re feeling after post election, especially no matter what side you’re on it’s feeling very divided and very sort of there’s a lot of tension right now, and so it feels a little bit of tense and uncomfortable sometimes, okay, but, kristina, we can’t overcome your your organ has done it. I guess you’ve got some lessons to share. Yes, i think that we have overcome that because one of the things that we always do, regardless of what’s happening politically in the world stay true to who we are is an organization. So, you know, part of you know, your branding is sort of interpreting that message for what’s happening in the world as long as it’s a part of who you are. Okay, so, is that your first advice for rising above this noise is staying true. Yes, you are. I think so. I think what happens when we have these, you know, something, something that happens with non-profit sometimes is that wear always putting out a fire, right? We’re responding to a crisis. And in responding to those crises, sometimes we can lose a part of who we are or staying kind of on message of what we’re trying to accomplish or what our mission is. And so i think it was sort of like being i think i used on the panel today is like being a bully and a storm, right? So that’s, my part might take. Okay, so your panel’s already done. You’re relaxing them. That’s. Right, guys, take it easy on us. All right? Congratulations. Yeah, this is fun. This is not from radio. No, no, you got yours here. Anything okay? And i gather from the session description. Christina and rhiannon. You’ve taken two different approaches in terms of politics. Hyre christina apolitical. Pretty much staying mostly apolitical and reaction. Uh, using the arts to be political, using theater to be political. Yeah. Anything, something about the public theater as we try and represent all sort of views were opened everyone and we want to tell all stories and especially in our branding, we did the same thing where we said, very true to who we were as an organization and the urgency that people are few going in the community in the power of storytelling, to sort of tell people to share different perspectives and the power that storytelling really has. Teo help people feel like they understand a different viewpoint than their own, whether that’s, depending on all sides of the political spectrum, i mean the public theater being in new york city, we do tend to lean a certain way, but we try toe be as open just all, all voices in all stories on dh, hopefully help other people understand, especially as i said, we’re divided right now, helping understand other people and under perspective helps sort of refused attention and help people come in issues in a different way. James, i think it’s pretty well recognized that storytelling is critical. We’re not a theater group that has a stage literally, yeah, how can we effectively, compellingly is better. Tell tell, have the storytelling or telling ourselves yeah, yeah, that is a great question and one question, that question that doesn’t have fans, we have to have a fan, i have know that we’re seeing a james now you both way or lindsay is a small town, there was astra, everybody about each other’s people and your, uh, your home i’m leaving now way that was legitimate, okay, just kind of make up having any family. So how do we do this compelling? You know, that’s a great question is actually question that came up in a in our panel conversation today from the audience and ran and answered it beautifully, and i’ll try my best kind of encapsulate her great response in that. At the end of the day, yes, we might not be affiliated with an organization that is in the arts or in the future, or use this storytelling as the primary medium or platform. But the work that were in in the nonprofit world is all about human stories, right, it’s all about change and transformation within humans and communities that they dwell in, that we serve. And so i think at the end of the day, you know, you might not have art as kind of the channel for telling these stories. But the better you can get at telling very human stories that connect to people at a very human emotional level. I think that’s, where you get really, really, really power. How do you do drill down into that? Getting that making that connection with with the leader of the viewer? S o i think one of the mistakes that a lot of organizations do is they get caught up in kind of explaining their model like this is our theory of change. And this is here all of our programs, right? We invest in building community, we invest in entrepreneurs, whatever it is way train leaders instead of thinking about why, like, why do you exist? What is your purpose? What is your reason for being right? If you can start there, then you can begin inspire people in a way that if you start talking about your products and programs, you might lose them. Right? So if you can start with why you exist, really drill down and get to your core purpose. I think anyone can really identify with that. Begin. Teo, resonate with that message. It’s. Time for a break pursuant the round up the fund-raising round up it’s called the pursuing e-giving outlook. They took all the latest fund-raising reports. Boiled it down to just what you need to know. Plus they did a webinar on it. And you can watch the archive of that it’s, an ensemble piece, the content paper and the webinar both. Are on the listener landing page that is at tony dot m a slash pursuant remember the capital p for please. Now, back to branding. Cristina’s doing a lot of nodding. Yeah, i what’s your way, you know, brothers and power to teach, unlike the public fears only four years old, right? Um and so we’re still kind of a startup, but when we first started, it was very much like, this is our model. We have these three steps. This is what we do, and people would be like dahna and so when we started telling the story about why we do the work and why we think the way we do, it matters, it was much easier for people to connect. And so i think that that’s really, really important and you’re trying to get black men to go into teaching, right? Right? Education. That’s right, brothers? Yeah. Weather’s empowered to teach brothers and power to teach and sister bras and power to teach. But, yes. Okay. Okay. Uh, and you’re you feel like you’re creating a lot of boats and a lot of conversation around your mission. How? Yeah, on the way of rising above you, get talking about you? Yeah, i mean, uh, one of the things that i said today was that, like, show up, right? So we show up to lots of different things, and we show up in lots of different ways. So we participate in lots of activities going on around town related to the issues that we work on, but also on larger issues like there’s, an initiative in new orleans called forward together politicians non-profits people who work in the private sector come together, so we go to those things. We’re all constantly wearing a b, right? So that’s one of your share, one of the ways we show up the every way is that we know on your shoulder turned my shoulder way. We have young people who are very much engaged in the work that we do, and so they do a lot of videos for us. They do a lot of tweeting for us. They we do a lot of social activities, so people see us collectively together, and they’re like, what, that beaming? What hashtag real bro teach? What does that mean? So that’s how we really driven people to think about it, brandon, how about the public theater. How are you creating buzz conversation about about the pub. I mean, the public theater is a definitely a growing brand, especially in new york city. We had hamilton, which was like a huge, huge threat. Hamilton before was on broadway. Yeah, we created hamilton here the way we did the workshops and, like, sort of helped. It could be that show. And then we did the first production. That was the production that moved to broadway. So we had a lot of sort of, like buzz from that show. And i were now in the place of like, okay, now that hamilton’s sort of moved on, continuing those conversations and keeping us in the forefront of people’s mind as a theatrical in student as well. Civic inge institution. We hold a lot of talk are that are hosted the republic form team at our home in astor place. We also were doing them a delacorte. We hold other sort of initiatives. We did. Voter registration was a big thing. We had a table on our lobby on bistro. Participated with other non-profit geever okay. Interesting voter registration. That’s. Um, that’s. Not something that intuitively i would. Link with with a theater? Yeah, it was initiative that was started by believing playwrights horizons. They got theaters throughout the country to set up voter registration foods for when people came and saw shows they could register for vote while they’re like waiting in line or internet during intermission or after the show. And the idea is just to help people engage civically within their communities in the country by voting, and we had a huge turnout. We also did some pushes on our social media and through emails, and we got a lot of people registered to vote and it’s our way of sort of helping people just be active within our community and engage socially not just with the conversations that we’re having with the work we’re resenting, but just like in the real world outside of what’s on our stage is james, you’re our resident consultant. How generally, how can we create conversation and buzz around our work? I mean, i think we just heard some great examples, but beyond those, yeah, i think it does at the end of the day, come back to having a clear sense of who you are, but also who your audience is and we talked a lot today about authenticity, right? Yeah, doing here too, yeah, allowed on non-profit radio on and i think the theme of authenticity is something that we keep the three of us keep coming back to and is a common thread in all of our work. But, you know, like rian instead of beginning organization that’s yours and organizations that tend to shift their messaging or change, they are in response to what’s happening the world today without remaining true to kind of their core purpose or kind of their their identity. I think there’s a real danger, they’re kind of losing sight of what you’re all about and why you exist. I think when you have a clear sense of who you are and more importantly, how your audience connects with that, then that kind of authenticity shines through no matter what is happening around you. And i’m sure these to concede say more about that. Yeah, i think a lot of the questions we have today, no matter what the question was, are always kind of brought back to that authenticity and who you are and sticking true to who you are. Whether it is like a post election end of your campaign where there’s a little different urgency within it, it’s still about those fundamental things that make your organization what it is people are going to see right through you if you’re trying to, like, do something urgent, that doesn’t feel authentic or real because they don’t want to give money to an organization that’s not going to do something with it, that’s what that is fundamental to who they are, and so the public theater and, like we have always stuck true to those values that were theater of by and for the people on that culture belongs to everyone one and this is we are places, storytelling, and those are the things that are important to us and just framing it in the way of the moment of it, whether it’s urgency or what, no matter what it is, it is it’s still, those things at every question we got today, we kept coming back to that authenticity and who you are, because, christina, you’re not only alienating your mission, but you’re also alienating your core supporters, right? You’re awful, haley expecting work for you, you and your employees, your staff, they have certain expectations. Now we’re adjusting just because there’s tha multi in the in the political economy, right? Exactly. I mean, we think of our brand is a person, right? So one of the activities we did when we did our brand refresh was okay. His brothers and power to teach was a person who are they use a person? This ah, james is a user persona, or i think that’s part of it certainly part of it and so, you know, kept coming up with all the things that we already do that sort of reinforce who we are as a person, so we’re twenty something creative, collaborative, fresh and fashionable group what we read, what we listen to way to our podcast, you know, all about those things that connects our brand to people who want to hear about the work we’re doing in more detail, and it translates into the photos we take into our website. All of those things signify that you think, tony, you just used an interesting word a minute ago, and then there was expectation, and i think, that’s one thing that we actually didn’t talk a lot about. Directly today but certainly was a theme that i see woven in a lot of the work, especially the tactics that both of your organizations have used in the past year and can be something as small as the public theater in there. You’re an fund-raising campaign last year instead of their typical just we’re just going toe send email after email appeal at the end of the year asking for our audience to give us money they actually hand wrote notes on postcards thanking people for their contributions for their engagement, a very analog old school approach in this very hyper, you know, social media, digital world, and they saw a huge bump in terms of kind of hoping to see a big bump in terms of renewal sze but did see a big bump in terms of engagement, justin, based in response to that tactic, which so that kind of analog very old fashioned, if you will approach really, really cut through the clutter when you’re just getting bombarded on social media or email today and similarly with brothers empire to teach, i think one of the things that was really interesting when they were going through their brand refresh. They had an exercise where there, you know, looking at something as mundane as colors which should our color palette be that represents our visual identity. It’s a very standard part of any branding exercise. But the way that they thought about colors was really provocative for me. And i should probably just, like christina tell the story herself. But essentially, you know what? What i heard was correct me if i’m wrong that yeah, you tell us. Thank you. S r color palette is soft. So its environs so it’s yellow, teal of, like, a lavender. And i grayce right. And the reason for those colors is because we did this today we had all feel like you’re hearing. Yes, you’re going down going down with you. Eventually wei had everybody close their eyes and say and think to themselves, not necessarily share like you think of a young black man. What do you see? Right? And so when they open their eyes and said the reason these colors are the colors they are because they signify liveliness and collaboration and nurturing. So a softening of the idea of a young black man is because we want people to see young men as nurturers, right as having potential to nurture so that’s why our color palette is the way it is. We talked about this idea of i used to come from the international development world in this this expression or phrase club poverty porn. But if you’ve heard that but it’s kind of this, you know, in our imagery we either really negative imagery that’s very exploitive in an effort to raise money and awareness, right? So malnourished kids and sub saharan african with flies on their faces, right? That kind of creates this sympathy or pity. On the other hand, the pendulum has swung in the complete opposite direction in the last five, ten years, where everyone uses just images filled with happiness and optimism and joy. And i feel like there needs to be a recall calibration again and something that’s kind of in between that prevent presents a mork, nuanced complete hole and maybe complex picture of what the issues are that we’re dealing with in the communities that we’re serving. I think that there’s a real danger and kind of dumbing down your message rebrand or simplifying it to say, this is this is who we are, this is what we’re all about and it’s it’s kind of playing into what people expect right versus some little what brothers in power to teach duitz he said, how do we create an image that is more about fostering this nurturing environment? And then also in some of the photographs, you see it’s, like, sometimes it’s really struggle on diversity that you see sometimes it’s real celebration enjoy and just the complete humanity that’s presented kind of a whole human being, i think that’s um, something that we don’t see enough of today, christine what’s a home run for you is that when when someone decides to and embark on a career in education is that i like the grand slam home run and a stadium fans would be if a young man starts with us and doesn’t want to teach, and by the time he leaves he’s like you know what i’m going to teach. So that’s that’s a grand slogan, the basic home run is basically a young man who should, who may want to teach what isn’t really sure and decides to teach, but we’ve had a lot of success with guys who had no intention of teaching because only three percent of all the teachers in the entire country are black men, they don’t see themselves and teaching, so the idea that they now see themselves with the teacher or working in education period is like, phenomenal, really, yeah, and you talked a bit about inclusive hyre say more about that in terms of the public’s brand. How do you feel being inclusive sets you? Aside from competition in new york city, the public theater, it’s one of our fundamental sort of missions is tio provide theatre to everyone no matter what background you are. And i mean, if we dio free shakespeare in the park where we give one hundred thousand tickets, world class shakespeare every summer, all for free heart is held to get to former new york come on, we’re making i mean that’s the thing that they are hard to get, people have to wait in line for hours. So what? We’re taking steps to make it easier to get tickets for everyone. So we do distributions in all five boroughs. We like what they’re like throughout the week we’ll be, we’ll be in queens one. Week will be in brooklyn will be in the bronx and staten island dahna distributing tickets there so that they don’t have to come into the city, wait in line for hours, maybe, or maybe not, get a ticket and then wait until the show in the evening. It’s a more accessible moment for them to get tickets there. We also have a digital online lottery so people could do it from work or from where they are. We do a lottery downtown, it are after a place home. So again, you’re not waiting in line. You can come enter the lottery, get john, be quick, we so we are trying to you offer more and more opportunities to help like to help expand who is seeing the theater versus the people who are able to write in line. We also do the mobile unit, which takes shakespeare to prisons, homeless shelters and community centers do out all five boroughs, and we do that twice a year. Once a year, we’ve now expanded twice a year, their twenty stopped tour, and then they come downtown and dio a three week, three week run at our theater and astor place and all those tickets are also free inclusion. Yeah, well, i just want to talk about. No, but the wraps. Okay, what else could we talk about you, you had your your workshop. We’ve got another five minutes or so together. What happened? We touched on anybody that we want to. You did ninety minutes. I know. We’re all talked out questions, maybe questions you got that we haven’t talked about yet. Well, one thing that that we didn’t that didn’t come up, that some folks ask me after our panel was, you know, it’s it’s interesting because you have a very founder lead organising your small organization, you’re young organization upmifa on the contrary, public theatre has been around for sixty five years, almost and their founder is not, you know, directly involved anymore, but oscar eustis who’s been there for how long? It was ten years when i started so twelve, thirteen years he’s kind of an iconic institution in another sound. And so how do you think about brandon relation too? The founders personality, and if you work in an organization that doesn’t have a strong founder with that really influences that culture than then what do you do? I don’t know if you guys have thoughts on that. Well, i’ve worked in no book fired-up buy-in my previous career, i was investment banker, community development and one organisation i work for went through a big brand refresh the founder had long been gone and what they did. Internally was sort of theater does with the stash and sent out a survey. Like, who are we way say we are. Who do you think we are? Wait, you think we should be? And they did a whole entire brand refresh based on sort of who’s in the building. Now, who works for the company now? Why did they come to this place to work here? And i think they did a great job rebranding themselves. Enterprise community partners. I haven’t looked at co-branding lately, but a few years ago, they did that. I thought that was a really great way to do it when you don’t have a strong founding founders culture anymore. The founder has, you know, your organization has evolved over the years. You’ve had another executive director, but you still want to stay kind of truth to your original mission. I thought that that was a great way, actually. Survey surveyed the staff surveyed the stand. Why are you here? Right? Right. Right. And i guess you know another question. Taking that a step further that i get all the time. Okay? We were sold. We should go through a branding exercise. That brand refresh. If you will, how do we get the leaders of our organization on board? How do we get the entire staff on board to really buy into this? So this doesn’t just feel like a bunch of pretty words that we stick in a mark getting drawer, but has riel impact on how we show up in every department throughout the organization every single day. So how do we get that buy-in that’s my question, i don’t know, i mean, you guys are both live and breathe this every single day, and i’m happy to share my thoughts, but i mean it’s, the public theater is such a deeply rooted mission and oscar, whose artistic director really lives and breathes the mission of the public and truly the people who work there want to be there. I want to be there for the mission of the public it’s, you know, it’s non-profit you want to be there for that, you you want to be there to help give thousands of people free tickets in the park and the work that goes behind it and to create good work. So we are kind of in a a very lucky situation and that we are very, very rooted in our mission and our brandon who we are on it, it stuns from having a strong artistic director leader who any speech he gives any from, like a staff meeting, agreed to the delicate and opening night of shakespeare in the park. It is so rooted and who we are and so rooted in the deep belief of who we are every so it really helps everyone in the organization really get behind it because you know that you’re working towards something not for our leader believes and i also that’s something that we believe in a cz group and as a theatre, so we’re kind of we’re lucky and that our way it’s so embedded in us is a public you don’t know, a lot of cedars don’t necessarily even have that theater is not something that people think of in these huge, huge, deeply founded missions and values and big we have brought their broad and really lofti of culture belongs to everyone and theatre should be free for all and all those things that but there are things to aspire to and there things that we all are working towards. Is an organization, james, if we don’t enjoy that luxury that the public has yeah, you yeah, i think one of the biggest things that i tried it teach my clients is that when they’re going through branding, exercise, it’s really critical to bring the entire organization on board throughout the process, right? There’s, nothing worse than going through a six month rebranding and the leadership says tata, we’re done look at our new brand and he says, what, like, how come i didn’t have my how come i wasn’t hurt happened? I didn’t get a chance to weigh in or at least share my opinions or and so i think that’s a really, um, the fine line between, you know, a successful branding and co-branding that ends up failing one of the i think it comes down to when you’re when you’re developing a mission or purpose statement, if you’re developing core values for the organization that you don’t fall into the trap, which is choosing empty words, right? We’ve also core values like empathy, innovation, honesty, well, who’s, who’s not going to be honest, like, who wants to be the opposite of that, right? So those kind of be empty, meaningless core values. How can you create a set of values that really change the way we show up to work every single day? And so one of the things that i do is my clients is after we have this branding, we bring everyone along throughout the process there entirely bought in, we say, okay, now we have this new set of values. Now we have these new purpose. Maybe we’ve written a manifesto. Really? Look at these words break up into teams. So finance department, accounting department marketing department operations team i want you each to go and meet and look at these words and really understand what they mean and have a conversation about what’s going to change. What you going to start doing mohr of today that you’re not doing enough of what you going to stop doing as a result of the language on the words at the end of the day, a lot of rebranding tze come down to a language and words and the intention that you put into those really can go a long way. Okay, we’re gonna leave it there, ok? Alright, right they are james woo, independent brand. Consultant christina jones, co founder, ceo of brothers empowered to teach rehan in tasker dahna communications project manager at the public theater. Thank you all. Thank you all very much things interview scheduled sponsored by network for good. Easy to use donor-centric software for now. Non-profits thank you so much for being with non-profit radio coverage of eighteen. Auntie si. We need to take a break. Regular cps, please talk to eat. Which tomb? You heard him on the four hundredth show. Plus he’s. Been a guest on the show a couple of times. Check out the firm. Of course. Do your research, then talk to e tell him what you need. He’ll tell you whether wagner can help you with your accounting needs. No pressure, all professional. Got to do your due diligence. Get started at wagner cps dot com now, tony’s, take two. I’m paying attention to baby boomers. Millennials get a lot of attention. Of course on dh that’s deserved. That could be a very, very important part of your fund-raising prospect pool course. Depending on your mission, they’ll be donors for fifty or sixty years. I am not saying ignore millennials at all we’ve covered in here on the show many times what the trends involving millennials, etcetera and will continue to but that i don’t mean that is the universal no gator along with that my consulting, and hence my focus is on baby boomers. They’ll be around because i’m one and i’ll be around for a good forty years. Actually, i’ll be around for another forty four because i’m living two hundred so they’ll be around there’s a lot of wealth in the baby boomer generation, they have proven to be generous with their wealth, lots of reasons to pay attention to baby boomers and to promote and market the state and retirement plan gifts to them, as well as paying attention a millennial’s again, this is not an either or depending on your mission and depending on the makeup of your constituents, they may both very well fit in. Okay, my video saying a little more on that is at tony martignetti dot com it’s my pleasure to welcome steve rio to the show. He is founder and ceo of bright webb, a social impact consultancy delivering strategy, branding and digital. He aims to build the world’s most flexible, engaged and efficient company. He’s, an expert in exponential organizations, remote and distributed teams and workforce, wellness and performance. He consults with impact leaders to reimagine their organizational strategies, systems and company cultures. The companies that bright webb b r i t e web dot com and he’s at steve rio. Welcome to the show, steve. Hi, how are you? I’m very well. How you doing? I’m doing great. Good. Were you calling in from? I’m calling from my home office on bowen island in british columbia, canada. Wonderful bowing island. How far offshore is bowen island? Probono island is the closest island to vancouver. It’s about a twenty minute fairy. But it’s a small little community about thirty, five hundred people. So just a small, small island. Okay. And you’re a good, uh, i don’t know. Six, seven thousand miles from new york city. That’s about right. That’s. All right. Right now. Yeah. Okay. That’s where i’m sitting so, uh, okay. It doesn’t matter who got twenty. Eighteen. It hasn’t mattered for a long time. Okay. Um, you’ve been you’ve been spending a lot of time learning about researching the science of focus and attention. What? What? What brought you to this? Yeah. So, i mean, i’ve been thinking about this, i guess, as a leader of a company of about five years ago, we moved to more of a remote model where we’re kind of embracing twenty first century practices around, you know, organizing people, so we started allowing people to work remotely and and travel while working and doing things like that. And then a couple years ago, we launched a distributed workforce of freelancers, so we have freelancers in twenty five cities around the world now and, you know, over that time, one of what i’ve learned for knowledge workers there’s an increasing onus on the individual to think about how they manage their time, their work have it how we organize our offices, whether those air, virtual or physical spaces and just really thinking about, you know, the capacity and capabilities of our teams. And so i guess even for myself thinking about how to maximize productivity and howto really achieved the most impact i can have in the work we do it’s become a key part of my thinking on howto really maximize their teams. So it’s been a few years now where i’ve been focused pretty heavily. On this subject did you used to have a more traditional office where all our most people worked in one place? Yeah, i guess that would have been about four years ago was when we started making that transition. We were we were working out of an office. So we have an officer, vancouver. But we serve clients mainly in the united states. So we have an office in new york as well. So as soon as we had two officers that’s when we started to think about howto have you no more of a distributed approach toe work. And so four years ago, we started making that transition. Okay, i see what drove you to that. All right. So you could have come to the studio. You you could’ve visited the new york office and come to our studio here. That’s, right? But it happens to be summertime and summer time on the island is pretty good. So i understand how you could be with you in new york. That’s okay? We tried, tio. We tried to, but the schedules were just, you know, i’m not in new york all the time, either. I’m, uh, i spend a lot. Of time in north carolina, where the beach yes, i have a beach house there, and the beach is also very nice. During the summer, you might have heard rumors to that effect the ocean and beach life. Very nice in the summer months. Um, yeah, okay, so you’re and you’re interested not only in the not only interested, but you’ve been spending time researching not only the conscious aspects of this, but unconscious earth. Yeah, well, so to me, there’s sort of a couple of key components. One thing is how we organize our time. You know, i think about this from if we’re thinking about the social sector, which is who our clients are in a lot of who i consult with and work with. I think about the capacity of our teams because i think we have pretty severe limitations on budgets on operational budget specifically and thinking about howto increase the capacity of our workforce. And i think one of the ways we can do that is by really looking at the way we structure our time and the way we you know what kind of habits we reinforce in the office place and i think first off, there’s the component of just getting focused, work done and thinking about distractions, thinking about how we’re implementing technology and the sort of core components of that, i think a second component is around creativity and around creating space and allowing people actually have the time to think big and come up with creative solutions, which doesn’t happen in a busy, distracted work environment. And when you’re right in front of technology all the time, it kind of requires ah level of space to be created for people and so let’s. Ah, let’s, get some ideas. How do you how do you create that space? So i think creating spaces, it comes with first off and understanding what it means, you know, what’s interesting, like, you know, we’re starting to work with universities in canada as well as the u s and thinking about how we start to educate people from a younger age about what it means to be productive. I think we have, you know, his knowledge workers. Most of us are knowledge workers in today’s world who were working in front of a computer, and we’re creating documents or information products or things like that. Were a lot of communications, so oftentimes we feel like productivity is time spent in front of the computer o r on our devices and and i think it’s really important to realize that productivity and creativity comes also when you create space, when you go for a walk, when you take breaks when you actually disengage from the, you know, actual document creation or the actual work you’re doing and take time to process what’s happened so what’s interesting is that we have a conscious mind in a subconscious mind, and, for instance, when we learn new information, um, about six percent of that goes into our conscious mind, which is immediately available, and the other ninety four percent goes in our conscious mind, and that takes time to process and that’s where we kind of put things together and think that’s where correlation happened, that’s where true creativity happens. So, you know, i think most people would, you know, relate to the idea of the best ideas might come to them in the shower when they’re doing the dishes or when they’re, you know, doing some task that requires very little cognitive effort and that and that’s when our creativity strikes, and so what i what i try and teach my team and what i talked to people about in our workshops and the work we’re doing is about think rethinking what productivity’s means and how creating space in your days and you’re weak can actually be a very productive way to be a more creative contributor to your work. This reminds me of the dark days when i practiced law, and in those days we didn’t have why didn’t you have a computer at my desk? We’re talking about nineteen, ninety four, nine, nine, nine nine to nineteen ninety two andi i i’d have to stare at a blank ledger every day, and i knew i had to fill it up with atleast ten hours of billable activity. Otherwise i’d be working that weekend to make up the difference, and there were all kinds of building codes for for producing tangible output, but there was never a code for thinking. You know what? I just spent time thinking about your case, thinking about what the best strategy would be thinking about how to manage the relationship with this adversarial party, but i could never build for i thought and i i i had to build it into some document, some letter memo to the file or to the client that i had written this thinking time was never a billable activity, that it wasn’t a recognized thing that we should ask clients to pay for. Yeah, sorry, we feel the exact same thing as a consultant, you know, we were able to build for designing a website or creating a strategic brief for leading a workshop, but a lot of that that the thinking time is sort of out in space that we’re not. We’re not ableto billed for, which creates on, as, you know, an inverse relationship with the actual quality of the work that we’re trying to deliver. Yeah, wait, we just have a minute before a break tell me how you enforce this. How do you get people to it’s create this white space in their in their work days? Well, i think you just i mean, it’s been very interesting trying to implement this with my own company over the last couple of years and the hardest route to do this with his with young folks with the millennials grownup as digital natives. In so it’s kind of repeatedly letting them know that they’re a part of their job is delivering value like deep, valuable thinking, and to do that, they need to create some separation from technology and from their devices, and they need to create space and so really encouraging people to get up and walk around to take way. Taking meditation moments through our days, we have these virtual meditations we do throughout the week that are just three to five minutes, because i don’t think it could be. It could be a short period of time or a longer period of time longer the better. But even to destry minutes can make a big difference in your day where you’re actually fully disengaged in either in a short meditation or even just day dreaming and looking out the window. Hold that’s all we’ve got to take a break. Yeah, tell us you’ve heard the tell us mony als from charities that referred companies for credit card processing and, of course, they’re getting the revenue each month on dh from companies who are using tello’s for credit card processing can use more revenue big question can use more revenue that long stream of passive revenue. Ah, i’ll bet you could watch the video at tony dahna slash tony tello’s that’s the way to get started now back to steve rio. Steve, i am guessing that a part of this is the especially the millennials where the tougher nuts to crack, he said they need to see you doing these things a swell like you’re you’re taking the virtual meditations with them, of course, that’s, right? Yeah. So so i think i mean, i think what’s very key for organizations realized that has to start with leadership, and so i think in my case, i’m the ceo of my company, i’m the founder of my company, so i’m ableto teo live this toe live this thes recommendations and these ideas and to really create that opportunity for people to pick it up. Now, it’s a serious behavior change for a lot of people who are very accustomed and, you know, perhaps addicted to their devices into being engaged with technology and those things so really creating behavior change, which could take some time, but it does start with leadership. Mm. And i think it all you know, it also we also have to rethink the way we organize our offices and the way we organize our work days and start to create, you know, periods of the day where people are allowed to work uninterrupted without the expectation that they’re going to re responding to emails or or taps on the shoulder or slack black messages that air coming in. I mean, the amount of distractions were seeing in our workplace today is is pretty insane, actually, when you think about how the brain works and what we actually need to do, teo, to be focused, creative and productive. So again, maybe maybe enforcement is not quite the right word, but encouragement or, uh, seems sounds like you’re stronger than just encouraging. Do you have these periods where people are no, during which people are not expected to to respond? So that’s their long term, you know, sort of thinking time and creative time. Yeah, we yeah, we do. We encourage way encouraged people to to use their calendars as a tool to block out time for that they’re weak. Where it’s very clear to everyone if they’re looking at other, you know, trying to find a time to book a meeting that these, you know, we encouraged ninety minute blocks of time because that’s really the amount of time that the the brain can, you know, we can focus on a hard cognitive tasks without meeting a break. So these ninety minute blocks, we encouraged those in the morning whenever possible because that’s really the most, uh, energy or your brain is going to have for the for the day. And we also created some tools, so we use black, like many, you know, like many companies, we use flak for internal communications, kind of quick, quick communications, but we’ve created a tool where people can basically turn on a snooze button for their slack, which notifies others when they messaged them to say, this person is in a focus what we call a focus block for x amount of minutes, and it indicates the amount of minutes before that person will be available again. Okay, so both some tools as well as practices and then what we’re what we’re looking at now is looking at sort of a shared a shared timeline throughout the day that works because we work on both the primarily the west coast in east coast time zones in north america, but basically looking at a calendar format that works for both, where there’s specific periods of the day where everyone is encouraged to focus in on their work and other shorter periods of time where everyone is focused to then use those periods to collaborate, communicate, ask questions and do all the regular sort of things that are necessary to move project forward. When you’re interviewing people to work for you, do you bring up these topics and sort of assess their their willingness? We do we? I mean, i don’t expect i don’t really feel like it a subject that is taught in universities or that many workplaces have ever really considered, so i don’t necessarily expect people to come in with a knowledge of it, but i do expect people to be open to it and willing to adopt it, and actually, as we’ve developed this content, more and more we’ve done two things one is internally, we’re starting to build a curriculum for this that will be basically required learning it’ll be part of our onboarding process that people will go through over the first a month or two of being being part of our company, where they will, they’re basically build these habits up, and these will be poor expectations of our of our work, of our workforce. The second thing we’re doing is is creating we’ve created a new entity called right well on break wells, you know, mandate is to help train and educate people through workshops were working like i said, we’re about to embark on a university tour to start teaching this as a supplementary content to college students. So my my my goal would be that people start to recognize this is the core necessity for for the workforce, not just being a subject matter expert and say, fund-raising or marketing or whatever, you know, your your specific areas, but also your work habits. So really thinking about both as as critical to success. How often do you do the virtual meditations? We have those happening every day of the week and there in a couple different times and what they are, they’re basically optional five minute meditations where people can jump on a video call, yeah, like on a video link, and they every we jump on the video and we just start with everybody sharing a one word kind of update on where they’re at so it could be stressed or excited or tired or just something to check in really quickly. And then we have a three, three, two, four minute guided medication that we all listen to. What it was really interesting is that the the actual active taking those three to four minutes is really relaxing and rejuvenating, you know, energetically, but it also brings people together in a very interesting way that we always end the calls of people, the big smile on their face and kind of connected in a way, even though we’ve been mostly silent together for those three to four minutes pretty neat how many of those do you participate in? I try to do them at least three or four times a week. I participate in a lot of them, i don’t i don’t leave them, but yeah, i try to participate in them a lot. I mean, i think, like i say, a lot of this is lead by example and and show that even a busy ceo of the company can take that time, you know, creating that space is possible, it’s a matter of sort of changing your mind set around how you structure your day no, we’re going tow. We’ll take another break and when we come back, i want to i want to start talking about your encouragement for non-cash hour, mindfulness and and attention. Great text to give. You’ll get more revenue because they make e-giving easy for your donors is our newest sponsor welcoming them again? If your donor’s consent a text, they could make a donation. How much simpler could it be? It’s simple, affordable, it’s secure the ceo is chad chad boyd. You can talk to him. The way to get started is text npr to four, four, four, nine, nine, nine for info and to claim a special listener offer. We got about six more minutes for focus and attention. And so, steve really let’s make that shift what’s your encouragement for people outside the work day. Yeah, this is to me is a such a critical area and it’s very interesting to try and, you know, impact people’s personal behaviors, right? And i think it’s a critical component of our success that work is their success out of work. And i think to me, they’re all combined these days. So there’s a few things we really focus in on one is people’s morning habit. So how did they start their day? Particularly the first thirty minutes to their day. So really encouraging people to wake up without technology. So just stay off of of the internet, on off social media and off their email and things like that for the first thirty minutes of the day. It’s proven it’s a very critical time where we’re shifting mind state from, you know, from asleep to a conscious state, and it is a key time to sort of tell the tell the brain what type of what type of hey, am i gonna have is going to be a fragmented, distracted day where there’s all sorts of news and e mails and alert coming in? Or is it going to be a day where i’m focused on my priority? So the morning routine, we talk a lot about there’s, other aspects of that too, where we wait, just think about can you get some physical time in o r sum? Like even if it’s just yoga or a walk or something like that? But how? Do you think about your morning? And similarly before you okay? Before you move on, i want to focus on the morning. All right, so so you’re recommending eso. Okay. So, it’s, fine to wake up with your phone. Okay, your phone is your alarm. Okay? You silence. That sounds like don’t put it on snooze taken extra ten to fifteen minutes. Right? That’s bad. Probably, uh, okay. And now set aside. Don’t check e mail. Don’t look at the latest alerts. Um, what do you want? What do you want me to do? Right after i hit that silence button on the alarm. Yeah. So i think probably the most. The healthiest thing you could do for your day is to wake up to spend the first few minutes of your day, perhaps thinking about your top, you know, maybe what you want to achieve that day, maybe thinking about what? Your great before, like, you know, taking a few minutes to have a bit of a gratitude practice. So a simple way to think about that is just every morning. Think about three things that you’re grateful for and those could be, you know, somebody important in your life some projects you’re working on, you know, the sun is out. It could be very simple things, but taking a few moments to be grateful and two to to, you know, feel good and excited about your day. And then i think also spending the first few minutes, uh, doing something physical, if possible, if you can get up in the first thing you do is get outside and breathe fresh air and go for a walk. That’s a very healthy way to start your day and to warm up your body in your mind so i can stop in the bathroom first, right on my way to the walk. Absolutely. Okay, but don’t eat anything, you know, okay, because otherwise out of bladder pain be terrible walk so yeah, and it could you might, you know, you could wake up and make your coffee or make your tea or, like, i think, just having basically a morning routine that is calm and present, where you’re spending time in the present moment, whether it’s like a lot of people for them it’s the ritual of making a great coffee and thinking about their day and looking out the window. And just, you know, taking a few moments to be very present at the beginning here today is a great way to ground your energy and be more resilient when you do start, you know, getting your work environment and you start getting emails or not you and all sorts of information, you’re a lot. You have a lot more resilience and ability to be, you know, president and capable of handling whatever stone at you. Now, this sounds good intuitively is their research that bears this out. What this is this effect throughout the day that you’re describing there is a lot of there is research around, yeah, around the way that you start your day. So when people, when people start today with technology, whether it’s, whether it’s work related, so se e mails rather kind of alert first off, any type of work e mails or things like that can immediately trigger an anxiety response, even if it’s not necessarily a negative thing, it could just mean hope there’s an urgent thing or something pops up, and so when you start your day with that way, you’re basically haven’t heightened, uh, heightened dose of what we call cortical zoho yeah, yeah, and this is where your stress is, one of those one of reaction to stress hormones well, basically spike right out of the gate without having a warm up to the day and then there’s also research that shows when you start your day with technology, your brain is basically triggered into a highly reactive state, which means that you’re more likely to be distracted on dh less able to stay on task through the morning after the day. I mean, so so you’re more likely you’re basically telling your brain if you think about our brain in a more about, you know, primitive sense, if you wake up and you’re immediately alerted to thirty different things, you’re basically telling your brain today is a day where i just need to be aware of anything that moves around me, which is not necessarily the state you want to be in when you wantto get him focused. Work done. Okay, so the research bears it out. All right, all right, all right. What? Anything else we have? Just about two minutes or so left. Anything else for outside the work hours that you reckon e i would. Say the at, like, the absolute most important thing people should be thinking about outside of their work is their sleep. And and in north america, we have a serious issue. One into adults are sleep deprived. You know, one in three adults in north america are working our surviving on less than six or left hours of sleep, and this is having a massive effect on not only our cognitive ability, but our health and well being and our mood and our mindset. And so i think, it’s one of the most undervalued, most important things we should be thinking about is getting the necessary amount of sleep there’s just an incredible amount of research, not only showing the health issues that are related to a lack of sleep and by a lack of sleep, i really mean six hours or less, or anything in that area which a lot of people consider to be a fairly normal amount osili but also the amount of cognitive decline that you that you experience. So i think a lot of times we have this this this relationship with time where we think, well, there’s not enough time to sleep. There’s so much i got to get done, but then when we don’t sleep, our productivity in our capacity and our ability to process is so low that we’re actually kind of creating a creating a negative feedback loop on where we’re getting less done with our time. I think sleep is the other area that i think people should be really focused in on and for optimal sleep. You want a dark and quiet space? I’ve done the way. Yes, we’re gonna leave it there those steve. But thank you for saying one hundred percent steve rio, you want to learn more from him finding that bright b r i t web dot com and treat him directly at steve rio. Thank you, steve. Thank you every day. Thank you. And a good night, too. Next week, amy sample ward returns with over marketing. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com responsive by pursuant online tools for small and midsize non-profits data driven and technology enabled tony dahna slash pursuant capital p weather. See piela is guiding you beyond the numbers when you’re cps dot com bye tello’s credit card. And payment processing your passive revenue stream. Tony dahna, slash tony tell us and by text to give mobile donations made easy text npr. To four, four, four, nine, nine, nine ah, creative producers, clam meyerhoff, sam leave lorts is the line producer shows social media is by susan chavez. Mark silverman is our web guys, and this music is by scott stein. You with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. You’re listening to the talking alternative network duitz to get you thinking. Dahna cubine you’re listening to the talking alternative network, are you stuck in a rut? Negative thoughts, feelings and conversations got you down? Hi, i’m nor in sometime, potentially, ater tune in every tuesday at nine to ten p m eastern time and listen for new ideas on my show. Yawned potential. Live life your way on talk radio dot n y c 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 dole. Check 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 hyre. You’re listening to talking alt-right network at www. Dot talking alternative dot com, now broadcasting twenty four hours a day. Are you a conscious co creator? Are you on a quest to raise your vibration and your consciousness? Um, sam liebowitz, your conscious consultant, and on my show, that conscious consultant, 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 bonem. You’re listening to the talking alternative network. Yeah. Buy-in.

Nonprofit Radio for July 27, 2018: Nonprofit Radio’s 400th Show!

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Claire Meyerhoff, Scott Stein, Gene Takagi, Maria Semple, Amy Sample Ward, Trent Ricker & Yigit Uctum: Nonprofit Radio’s 400th Show!
Claire Meyerhoff from The PG Agency returns to co-host & Scott Stein, composer of our theme song, is back with live music. We’ve got giveaways from our Anniversary Show Sponsor Cura Coffee, and call-ins from contributors Gene Takagi, Maria Semple & Amy Sample Ward, along with sponsors Pursuant & Wegner CPAs. It’s tons of fun for Nonprofit Radio’s 8th anniversary!

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Duitz ah, hello and welcome to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent it’s our four hundred show. You recognize it from that live music it’s our quarter centenary show. Eighth anniversary we have to listeners of the week charlie mcelveen he e mailed me. I’m a longtime listener and enough for-profit consultant i refer folks to your podcast frequently and quote oh, charlie, i like that very much. Thank you and daniel maori she tweeted, check out twenty martignetti for the roll up your sleeves work of keeping non-profits going. His four hundredth podcast is tomorrow. Danielle, thank you very much. I read that i got goose bumps. Charlie and danielle, thank you so much for supporting non-profit radio. Congratulations on being our four hundredth show. Listeners of the week. Oh, i’m glad you’re with me. I’d suffer the embarrassment of octa phobia if you told me you missed today’s show our eighth anniversary, we’ve got claire meyerhoff, our creative director and president of the plan giving agency the pg agency she’s here to co host. And we got scott stein, composer of our theme song he’s, back with his mobile eighty eight and live music. We’ve got giveaways for anna from our anniversary show sponsor that’s cura coffee, year after year. Very loyal cura and lots of calls coming got listener stories of how you got into non-profit work thank you so much for all the stories you’ll be. I’ll be reading them. They’ll all be part of our eighth anniversary show. It’s tons of fun fur non-profit medios four hundred show, eighth anniversary tony stayed too. It’ll be live listen love podcast pleasantries and affiliate affections responsive by pursuing full service fund-raising data driven and technology enabled tony dahna slash pursuant by regular cps, guiding you beyond the numbers wagner, cps dot com and by tell us turning credit card processing into your passive revenue stream. Tony dahna slash tony tellers let me welcome claire meyerhoff. Hi, great to see you. Great to see you two. So nice to be in our new studio owner in new york city, it’s only the second show, second window in the new studio, lovett high ceilings, more light, nice and bright. Thanks for being here. Thank you for having making trip. Let’s. Say a little scotty stein. Scott stein. Hey, hey. Hello. Hey, dahna composer of our theme song, uh, chief red wine, but she’ll be performing as well as another song for us. Yes, i well, something off the most recent album, yes is well, alright. Cool. Yeah. Hyre having me it’s always a pleasure, scott. Absolutely. Absolutely. You’re part of the show. Um, clamor half what say you what’s going on with you in the pg agency? Well, all kinds of things helping non-profits big and small with their planned e-giving marketing efforts. Aren’t you an altruistic person? Yes. And i’m going to be an ignite a speaker at the charitable plane. Give unconference in october in vegas and thie ignite speakers are are some select speakers who get five minutes and twenty slides and it’s a really strict format. So you can’t go over five minutes and you take over twenty slides. So you’re putting the place on fire. I’m gonna put on fire and there’s this one where the slides go in a rapid like everything. I think so. Yes, exactly. You when you’re ready or not. The slide right answer, right. So i’m doing in five minutes and twenty slides. I’m doing twenty do’s and don’ts for creating donor-centric marketing efforts don’t profiles for your play e-giving marking do’s and don’ts so, like i do start way ahead of time don’t leave it to the last minute to get the donor that you want to feature because some people think, oh, i have this donor, they’ll do it and i can do it in a week. No, you should start six months ahead of time, okay, tow line up your daughter so and if you want to get the other nineteen or the other nineteen didn’t know he was claire in las vegas and you think it’s too terrible give planning conference. No, i’m not, but i know it’s cg ap terrible gift you know that’s that’s tell gift annuities the transfer conference for still dropping planning weight. I took a picture of it. I haven’t. Um i have my keep talking about to tell you what it is in a second. All right? Because i took a screenshot earlier so that i know exactly what it is. And it is the c g p conference. National association of charitable gift planners, which is the awesome, fabulous organisation. And together we’ll get school. October seventeen to nineteen. Let’s. See, we got anybody on the phone? No. Okay. Well, then, uh, scottie, you don’t know what’s going on with scott stein? Uh, well, i’m staying busy and just, you know, living the life of a professional musician here in new york. It’s my eleventh year here in new york. Right now, i’m doing. I’ve got a couple projects going. I just took over as the music director for a show that is running off broadway called wicked frozen it’s it’s kind of what it sounds like it is a mash up of the two blockbusters, and it makes fun of them. It’s very, very funny. It runs sunday nights through labor day at st lukes theater on west forty sixth street. And i have a monthly songwriter siri’s now in brooklyn, which is happening this thursday at bar chord out. Did ms park s o this thursday at nine p? M okay, i should be a lot of funds. Grayce, right? Yeah, we’ll chat again. We got we got telethon klain on the phone. Tell us shake on you with us. Hey, hey, hey, i’m here. I know you are, tony. Hello, she’s. The vice president of marketing. At pursuing on dh pursuing has little sponsorship announcement don’t you? For us, we dio we have got our latest pursuing e-giving outlook ready for your eyes and your ears? No. Even before that, i meant that you were going to renew your sponsorship of non-profit radio. Yes, you are. You’re welcome. Hey, thank you. We won’t partnering with you and we are really honored to to do so. We are all working for the good of small and midsize non-profits big non-profit ideas for the other ninety five percent. We’re all working on it. Ok, so tell me about the thiss pursuing e-giving outlook. Yeah, yeah, i jumped the gun. I gave away the goodies. Uh, front e-giving outlook is a report that we deal with. This is our third year in a row did to do this where we really take a bunch of the major industry trends in our sector. We look at the giving us a report. We look at target analytics donor-centric index. We look at the end, men are online sexual support, and we kind of digest those into one white paper that we put together with our insight from various fundraisers and marketers. Here on the scene. Cool. So it’s a it’s a roundup that’s around up there, claire. So, yeah. So, taylor, what would you say is the most surprising thing that you that you learned is you put together the white paper? I mean, it’s interesting to see, just like the magnitude of giving, you know, and it’s a four hundred ten billion dollar industry. I think that that’s just astounding. Um, one thing i think is an interesting thing to call out izz the growth in individual e-giving continues sort of surpassed growth and other areas when looking at e-giving by foundations, corporations uh, requesting like that all of it is growing, but individual were only makes up seventy percent of the land of the living landscape. And, um, i think that’s interesting to know that that’s the one that still continues to grow with the fastest pace. I also would say that the trends and online and mobile e-giving we’re starting to see that you know, traffic here once fifty percent of coming from mobile and hard about what you need to be thinking about global should have been yeah, you should have been for years now, so in addition to the paper, there’s, also a webinar that people could watch right, even though webinars passed, they can get the archive on the landing page, right? Yeah, okay, and that is that page for you to get the pursuing e-giving outlook, the paper, and also to watch the webinar is tony dahna slash pursuing capital, p capital p, for pursuing and please. Okay, taylor, i want to thank you very much. Hey, thank you, thank you. Having me on. Thank you, thank you, thank you, and thank you again for your support of non-profit radio. Love you. Yeah, of course. All right, speculator. Okay, um, i brought a little history along. Claire. Come my love for you. Yes, history i love brought the you helped me devise these show sheets, which i’ve, you know, tweets a little bit over the years. But you gave me the basic format years ago, eight years ago, to be exact labbate started twenty ten started this gig and that’s a lot of things. And your first show, it was july twenty third, two thousand ten, and that was that was shown over two. You were only a second. Showed you on the second show you believe? That’s great. I’m not upset that you weren’t on showed over one. Well, i i think i helped you sort of get show number one together, and so i feel definitely a part of show number one, and i’m honored to be i think we are number two. You are. You wouldn’t come on number one because that because show number one was called tony martignetti show. Yeah, we never called it that thing i made you change told me that name sucks. Yeah, well, i need you need to have non-profit people are googling like non-profits. Yeah. Tony martignetti non-profit radio show that’s it twenty martignetti probably reinardy morphed eight years later. So you were willing to come on with the title improved show number two s. So what do we talked? We talked about oh, storytelling in jargon zoho jargon. And we came up with a guard in jail. So i have to admit george in jail is claire miree dafs construct? Yes, jargon. Jail sametz somewhere to seo non-profit order, right? Like we need to raise money to build capacity. So we conserve more you? Yes, i was passing building in way. Want to help more young people? Yes, young people not use right. Alright. So jargon jail was your oh yeah. And so so since july twenty third, two thousand ten it’s amazing is your first show sheet right there. That’s eight years ago it was donald trump was not president, right? No wass obama obama was two thousand ten force obama. Alright, way. Don’t do politics. I’m not properly. Please, uh, unless i say so. All right. So, um, one of the xero we have a bunch of listener stories. Why don’t you? Don’t you read our first story on dh then that’s who? It’s by okay, there you go and, you know, we’re joyce is from i don’t know, okay, so so tony and i, when we were trying to think of what a good topic would be for this four hundred show, we came up with the idea that let’s find out why people started working and non-profits people don’t go to college and major non-profit so don’t lend up in non-profits way collected stories from our listeners and others about why people working non-profits so here is a story by joyce heavy, and she says the seed was planted in the nineteen seventies when i was in my twenties. I’m sixty nine now. I was in mogadishu, somalia, living on the upper floor of a hotel. It was evening almost dark, and i looked down into a dusty alley. I saw a young man walking and carrying a large caught almost a twin size bed on his head later in the lobby, i mentioned it to a friend, and she said, don’t you know, he was looking for a place to put his bed down for the night that planted a seed in my heart to seek opportunities to work, to help others. Have a better lives? I did my first americorps year with volunteer maryland in two thousand five at the age of fifty plus at partners and care of maryland, and they hired me as a grant writer. Now i have moved on till langton green and annapolis. I’m in annapolis all the time. They provide homes and support two adults with intellectual and developmental disabilities. It is truly a privileged to write grand proposals every day for support for this wonderful organization. And then joyce goes on to say thank you you for the good work you trust well, thank you, joy you, joyce. Thank you. Coffee sometime in annapolis? Yeah, i love annapolis. Thank you for sharing. Thank you for sharing your story, joyce. Two of our stories today, we’re going to win prizes from cure coffee. Teachers are show are always our anniversary show sponsored, always grateful toe cure a coffee. And you know, when i introduced you, i neglected to say the pg agency dot com and claire says claire says seeley i r e z fancy cc you find around a pg agency, dot com or the land giving agency llc but pg agency dot com is our website no, the just pg agency websites just peachy jutze okay, thank you. We got a little more time. According to my little schedule here. So why don’t we read another story? I was that’s what i was going to say. How about i do want you read one, please. This is, uh, kate cover line. She put it on the website. It was the employee culture that first got me involved with non-profit work non-profit office atmosphere is typically one of collaboration, creativity and scrappiness. Read adaptability here, a junior achievement of greater washington. We’re a close knit bunch, often working on many large projects across multiple departments development, education and operations as a young professional wanting to learn as much as i possibly could. The non-profit environment was a perfect match for me. I find myself wearing multiple hats on a daily basis, and i wouldn’t have it any other way. Awesome. Thank you. Keep cover line. And she’s in d c she was in dc. We got dc. We got annapolis. Thanks, kate. Great story. Thank you. Starting to see a theme of help, you know, helping others. Not surprising. Right? All right. And doing. Something for the common good, not just two. You know, the world is bigger than making profits for a big corporation than all of us. Yeah. Scott. Scott stein, yes, i should like a little music. All right, so your your music directing this show, first of all, i am not you okay. Any any recording coming up is that? Is that a bad? Is that a tough question? Asked a nen dependent position. No, it’s, a totally fair question. I’m just a little bit of a lull in terms of recording right now, so i’m just spending my time. I’m working on all right development timed other projects, including this, this off broadway show, i conduct four different chorus is here in new york city on de so those air that’s taken a lot of my effort right now, but i’m still playing, and i’m still writing, and hopefully, soon hopefully getting back in the studio. Ilsen okay, okay, awesome. Cheap red wine. That is our theme song. So i brought along the timeline. This claire’s clothes timelines are ubiquitous for this show. Chief red wine first debuted on non-profit radio on september sixth. Twenty thirteen. It was we were into scott and i were introduced by a mutual friend. A lawyer friend? Yeah, yeah. My friend josh becker. Yeah, she was my roommate. Okay, where was he? Where? Here. On the upper west side. Okay. Josh becker introduced us. I loved cheap red wine. I told scottie what i was looking for. He suggested this song. I listened to it and it was magic. And so, september six. Twenty thirteen i was the first time he was on that. That cheap red wine was played. And it’s been our theme song. Everything. So what did you have for music? Before that we stole something from beauty and the neo-sage treyz. I tried to find josh becker. The crack attorney tried to find who license who owns it. The light from its very hard. A lot of songs are like nobody will know it’s not us, it’s, not us. It was an old song free fried green tomatoes way could not find i did, we did. Dilgence i hired attorney, try to find the right find who that license it from. We could not, so we just kept stealing, and then the first time scott was on the show was our two hundredth show, which was july eighteenth, twenty fourteen. First time you were on with two hundred remember. Well, it’s got a plea. Would you please play this song that i love? I love this. I love this, thank you damn song. Alright, red wine is not going well with that kind introduction. Baby, just keep him talking. Sooner or later, i think around. Just so watch me. You see romantic advice from a bill. But i’m looking for answers on a tv screen. Wait till our ups from my down, just a bit game. And this love that we found. You know, you used to find charming, but it can be here on how you see. It was handsome, but doesn’t matter now. So give for land for my eyes along your time, allow because i’ve got her any promises, but i’ll let you read on. And now, no way living diamonds, and they won’t come back. In-kind clothe good stuff, and you’re too easily distracted to care. Wait, i got to minute options, so i’m gonna do the best that i can. You have some competition day when i’m wealthy, man. You know, you used to find it charming that i can’t figure out how you see your photos, hands, but it doesn’t now, so get for a long time, because i’ve got a big promises, but she brit who i am now wearing glasses, take your dream labbate days, the people can kiss my little black things. We see way, because the heavens no fast, all victory signs, is perfect for you. No! Nobody is way. Hyre hyre yeah, you know, used to famine, charming, but i can’t figure out how you’re saying your boat was handsome. Never mind it. Don’t matter now, it’s. Okay for a long time, allow gotta remmy krauz osili buy-in hyre. What? Neo-sage hyre cheap red wine. Scott stein. Thanks. Very absolutely. He’s you’ll find him in scott’s, time music, dot com and also at scott stein music and he’s gonna play the song they don’t show me another. Another one coming from scotty. What? We got something on the phone again. You don’t do you there. How are you? Hello, you. How are you? Good. Good. Very good. I’m calling today’s a thank you for your dedication to educating non-profit i think it’s really impressive to keep this going for eight years. I’m not keeping any burial show doesn’t show that face a little dedication. I know you were really hired. Thank you. Happy. Thank you. Thank you. I thank you very much. Really. Uh, for genuine. Thank you. I thank you because you’re a partner at weather cps. And when you see piela is one of our sponsors. So i’m grateful to you and wagner that you’re helping us keep this show going for the benefit of small and midsize non-profit so thank you very much. You guys are really happy to support your wonderful show. I think like our passion ofthe non-profits matches your passion so he really feel that they’re really good. And geever with connor’s off non-profits that are equal in the other ninety five percent dilgence in twenty different states. So and they really all that hate, all the education they get. So thank you. All right. And you’ve been a guest, and we’ll have you back when there are accounting topics to discuss in the meantime. Okay? Absolutely. Yes, but again. So thank you. And thanks for calling me and thanks. Really? Thanks for your kind words. Thank you so much. Thank you. You duitz tune there at wagner cpas. Dot com. We got time for some stories. We got jean online alert that’s so let’s. Jump to jean jump. Jean jean takagi latto keep this going. Jean takagi, how are you? Hey, and in great tony. Congratulations on four hundred. Oh, my god. Thank you, jean. Thank you for being our such a regular contributor. Legal are legal contributor. This is jean takagi principle of non-profit exempt organizations law group in san francisco and it’s. The wildly popular non-profit law blogged dot com which you need to subscribe to he’s at g tak and jean i brought along your very first your very first appearance. I brought the show sheet for your very first appearance on non-profit radio. That was show number seven. That was august twenty seventh, two thousand ten that’s. Awesome. And we talked about governance. I think right board security or something? Yes, techniques to keep your board on, i might might voice just crackling on a fourteen year old techniques technics to keep your board on board and out of trouble. That was our first topic together. Yeah. That’s. Awesome. Eight, eight years kind. Alright, i recall that you met emily and i done here. We had a drink. That’s, right? That was when emily chan was with you, but so that you know, you’re our longest running contributor, jean. I’m so grateful to you. Thank you so much. Every month you’re thinking of topics developing them coming on the show and and sharing your expertise. Your wisdom. Thank you so much for that. Well, thank you, tiny. Now let go ye and say thank you for for helping that the other ninety five percent of non-profits that oftentimes get overlooked on educational shows. Another thing so thank you. Absolutely that’s our that’s, our core, the other ninety five percent of smaller. Midsize. So all right, jean, i want to thank you so much for calling. Thanks for being a part of our four hundred show and the show on the show month after month. Thank you. Congrats, honey. Thank you, jean. Um, so, let’s read some stories again now. Okay? Let’s. See what you got? Maybe a little background music for like, that was a short one from from daniela’s maori. Danielle mauer. Now, she was one of our listeners that we have a week this week. Yes, i think i know her. Hi, daniel. So danielle says i’ve always enjoyed working with non-profits from as a penn state student government to helping start new york cares day to working for international dyslexia association to amazing brooklyn book festival. You always feel better when supporting a non-profit volunteer staff donorsearch just do it. Just do it. Thanks, danielle. Just do it. Just work with non-profits help people. I’ve heard that somewhere before. Just gets to do something for me and tell me that that’s daniel’s? Yes. Okay, it’s. Not even a nike stolen from daniel. I know that. Some of what little i know about sports. I have t shirts and gave me it’s, a guy swinging a baseball bat, says touchdown, that’s, hard that’s, my sports, that’s, my sports repertoire. So i’m not even gonna ask you, mr yankees nick’s, because you’re in new york, this like may, when the knicks and the bucks on the hawk see you’re from new jersey, so you’re probably like a yankees fan. Your parents rocks the hawks, the jets, they all get together for the next hour past of those for the super series. What year? Tony what’s. Here we have a super siri’s, super serious. All right, i got one, i got one. This ah, karen graham she’s, the executive director of idealware she’s, been a guest. Idealware is a very good, very good non-profit helps organization’s used technology and mates, rates all kinds of different software. That’s, great before non-profits they should be on the show. Yes, it really is. Karen graham summer before i graduated college, i worked at a summer camp run by united cerebral palsy that was my first non-profit job camp sandy wheels, everyone helped out with the chores according to their abilities. One of the campers was a preteen boy who had limited control over his arm muscles, resulting in some erotic spastic movements. So maybe you can imagine what happened when it was his turn to help wash the dishes after dinner. I don’t think he’d ever washed dishes before he was having the time of his life, splashing soap and water all over the room and grinning from ear to year, delighted to be doing his part. That was heartwarming, but that’s not why i got into non-profit work what inspired me to a career in non-profits was his parents a t end of the week, they told me how grateful they were that he got to have this experience while they enjoyed a week of respite, hearing that help me to understand how our work at the camp was making a difference for families all year round. She’s no longer on the front in the front lines of helping people but she’s still got to be a part of the profession that is itself enriching people’s lives. Big, big support idealware can ground that’s great. Thank you so much. Thank you, thank you. All right, i’ve got a story it’s from diana in virginia. So diana says that after working a variety of jobs from commercial fishing worked up in alaska and like a salmon place to investment banking and private jet sails, she worked in a private jet sails. She said she wanted to be part of something that contributed to more than simply enriching already wealthy members of society, so she wanted to do something better. So she took the first non-profit job that caught her eye answering phones at an in house member call center for national wildlife group. Once she got her foot in the door, her previous experience and skills helped her naturally progress to development work by chatting with donors and fielding tough questions from their diverse constituency. She really learned what motivates different types of donors to give and participate or not, and why? So? She says, though her job responsibilities ended up including large direct mail campaigns in mass marketing, everything she learned from working with donors on that front line, answering those phone calls confirmed what she already knew. No amount of aggregated data can substitute for personal interaction with the donor. A quick, friendly thank you call can establish your strength of a relationship is easily as a crappy postcard can end one. So picking up the phone, chatting with a donor, you’ll learn so much more about why they give and why other donors like that give them just like senate. Crappy direct mail was buy-in dahna thank you, doctor. Thank you. All right, we need to take a break. Weinger cps, it’s personal now huge to you just heard him talk. That was him. You could talk to him yourself. Find out how the firm can help you with your accountant. He’s a partner. He knows all the stuff. He knows. All this accounting stuff non-profits in and out. You heard him say twenty, twenty states. They’re representing hundreds of non-profits twenty states. Check out the firm at regular cps dot com. Then you pick up the phone and talk to him. It’s easy. No pressure. You know the guy now? Pregnancy piela dot com now, time for take two. It’s alive listen right piela l l p p a i got to do the live listen love well p p a l i double r empty, eh? It’s going out live listen loves going out. Tio rockford, illinois. Portland, oregon. I love portland, new york, new york. Multiple, always multiple new york, new york lovett. A story in new york that my parents are from a story. Yeah, they grew up in a story. My love’s down to ah story as well as manhattan, tampa, florida edison, new jersey. Lovett, um open california adah latto california. Welcome, atalanta sounds like rapido latto latto ilsen loved all those. We got to go abroad. How about, uh oh, eight million nixon missouri. Sam spelled missouri. Mos es that’s what i thought was mexico. No. Nixon, nixon, nixon, missouri. Like live love out to you, germany. We can’t see your town, but i know to say guten tag germany’s with us and one john ville john ville, brazil open it! God! Oh, my god! Oh, to brazil, large of portuguese. Thank you. On the heels of the live listen, world has become the podcast pleasantries because we got a tank that’s the bulk of the audience that’s the thirteen thousand people listening podcast pleasantry so pleasantries out to you. Thank you so much for being a part of our four hundred show for sending stories. Thank you for supporting the show. What can i say? Pleasant trees to the podcast listeners and the affiliate affections go out to our am and fm listeners throughout the country. It’s got to have a little background just for the am and fm affiliate as i send affiliate affections. Here’s a little music because i don’t want over them to get lost because i had them. I thank them last. I don’t want them to feel it’s, you know losers last or something like that. Actually, they’re they’re like radio. That was first terrestrial regular. Exactly radio this is the video from the twenties, twenties teamviewer. That means my own age. Nineteen teens i work in radio in the stone age you were a technology that long island g b b the pulse of long island. And you were in a washington station too. I was the wto’s news radio fifteen hundred. So the am and fm was going nowhere on what happened with digital media. Minister. Mazarene next-gen radio. So the right kayman perfections to our am and fm listeners throughout the country. Thank you to your stations for so much for hosting non-profit radio. I’m gonna read you more stories. Yes. Your ship back-up music, scott. I’m really grateful. Thank you. It’s. Got in a frame. It’s got there? Yes, there. His head. Okay, we’re on facebook live. I ended with non-profits very organically because the needs of our special needs son were so great. I didn’t rejoin the workforce after his birth. Yet being a little gregarious, i found opportunities to volunteer and sat on two boards of directors as well as volunteering with girl scouts. One of the board president said to us, we’ve had a shortfall, so we’re asking everyone to raise one hundred dollars. That was twenty years ago. So one hundred dollars. Twenty years ago, i decided to email ten friends latto asked for ten dollars each. I had four responses totaling two hundred forty dollars. I knew then that this could be fun. The rest of this say, is history that’s? Interesting? I love they. So they emailed ten friends and asked ten french for how much apiece white-collar so that’s a hundred which really was looking for donors gave and two forty? Yes, exactly. On average of sixty bucks each write some for. Yeah. So i’m gonna know that’s that’s from tricia magic baker treyz imagine baker, i’m nominated for prize. You’re pounding your plastic that’s pretty good. Would you care? Uh, claire, would you mind reading for for patricia? Exactly. Whatthe cura mission is mission is in blue there for us. We have such a pretty voice. Thank you, tony. Cure a coffee directly connects coffee lovers with farmers and families who harvest the finest organic coffee dance with every cup of cure, you join our effort to expand sustainable dental care to remote communities around the world. Way ara direct trade coffee company with direct impact brought directly to you creating organic smiles beyond the cup. Cura coffee dot com cura coffee dot com don’t you talk? Pretty that’s. Beautiful coffee, dot com that’s beautiful. And you know the ceo of your coffee is a dentist. That’s? Why? They do throw in dental care dental care for their for their independent being farmers yeah, i love that cause that’s near and dear to his heart and that’s a you know, authentic. You know charity for him to set up that’s. That’s that’s him he’s, the coffee guy. All right, so just, um, matty magic baker. You’re gonna get a prize. You’re going to get a pound of cure. It will be sent to you. Just get your address later on. Let’s. See where? Uh, where we are now. Amy, we got any simple ward on the phone. Yes, it is an amy and amy. Amy, several ward. How are you? I’m doing great. Other than spending a couple seconds reflecting on the fact that it’s the four hundred show and i was on on the one hundred show and calculating how many years that went by other than that, i’m doing great. Okay, well, you are doing great. You’ve been great for six years. That’s out. That’s the calculation you came up with, of course. There’s. Any sample ward? Our social media contributor. Ceo of entender non-profit technology network at inten dot organ. Of course, amy, is that amy r s ward? The artist for rene? Any simple word. So? So i have your first show sheet here. You were on? Yeah, you were on the first time you were on. Was indeed the one hundred show. Exactly. That was july thirteenth. Twenty twelve. And where had you on for the full hour? It was an all social man show that show. Yes. One hundred show jamie sample. And i’m so grateful. Amy, you know, we have such good conversations. You spend so much time, you know, curating topics for the show, we talk about it in advance, and then you come on and, you know, like, wherever you are, you’re so giving, you know you’ve called from hallways you’ve called from home when little lauren lewis was sick. You’ve called from home, you know, of course, the inten office. And i’m very, very grateful to you for all these six years of being r social media contributor. Thank you so much. Oh, thank you. It’s. Certainly been fun. I do, though, miss. Uh, you know, when i first started about one hundredth episode but the episodes after that when i was living in new york and we got to do the show in the studio together. That was fun. I i enjoy getting to call in from anywhere and make the same kind of show happen, but it was definitely fun getting to call in from the studio together. Yeah. Yeah, that was there was one. You you were running. You were out of breath. Remember that one? Yes, because i would it’s live. I don’t usually late, but if new york and you don’t get to control the subway. So i was feeling very, very late. That was okay. Yeah, we know you were on your way. We of course you could. You couldn’t call because you were in the subway. Actually, i knew you were on your way. And, you know, i kept everybody occupied. Oh, well, you stalled out there. Yeah. Yeah, of course. Of course. But so grateful. I mean, back then that when you started back then you were just you were the membership director of that. I i shouldn’t say just because there’s a membership director now, then ten. Of course, you were the membership director of inten and then, uh, quickly promoted to ceo. And thanks for being on non-profit radio high was fired-up ceo it’s a credential? It’s a credential? No question about it. Absolutely. So thank you for all these years, you know, thank you for having me on and six year i’m raising my pen. What i happen to have in my hand, here’s to many more years. Thank you. Okay. And we’ll see you with, uh, we’ll see you in portland. A toe non-profit technology conference. Twenty nineteen? Yes. Wait. All right. Thank you again. And simple. Ward. Thank you, everybody. Bye. Scott. Yes, but you do a second song for us, ok, tell us about it. Sure, i’m going to do a song from my most recent album, the records called traveling companion, and this song is called the goodbye road to baltimore, and if you check out the recording studio recording of it, you’ll actually hear my wife sing ing on it as well. She sings the back-up for so little fun. Fact. Okay, andi, the name again, it’s called the goodbye road to baltimore. He was supposed to be good bye to the road of baltimore, but i was really tired of the time, and i wrote it down wrong. And then i decided that was better than what i had in mind. So it stuck. So here we go. Wait, sunrise on ninety five, four thousand seven times on each day, wass the day that you’d come out on time, but the gas lads on and you got a stone on the good bye, rhoda ball. More driving south through the move. A lot of use turn shore. If the winds at back in law always be perfect in awhile and care sand free, no way riza come to blows me on signs. Making friends with white daughter lives takes a laura hero to make it this far. Sometimes you’re not sure which one you want on the good bye road ball, more driving south through them, a lot of the eastern shore, and if the winds at you back, it will always be perfect in a wild and careless and free. How do you know? Oh, your new with five is in more than the distance to the mirror. Life, you’ve been offgrid soul. Is it just tio hyre get back, all right, dahna son runs on ninety five, or whatever makes you feel alive, maybe tomorrow’s the day break through and, if not someone’s, waiting for you on the good bye road ball. More driving south through them, a lot of the eastern shore. But if the winds at you back a long way, wild and careless, perfect, wild and careless, perfect in a wild care, less and free way. Dahna absolutely perfect and wild and careless and perfect and wild and careless, careless and free at some point in that song i close my eyes and i thought, who does he sound like? Enough? James taylor that’s me altum they will happily take that. Thank you. Agree? Yeah. He’s. Amazing. He’s. Amazing. Schnoll yeah. That’s says my wife amy’s here. She also says billy joel oh, and there’s. Someone in the background, there’s a there’s, an intern there’s, a studio in turn up to the mike nobody, nobody is an anonymous on non-profit radio. Just tell us who you are. Studio in turn reminded. Remind me, please. Hi, my name’s, darryl. Hi, my name’s. Darryl beaker, can you see me up? There we go. Yes, your intern. Right. You have the studio. Thanks for being here. All right, no problem. Thanks for having me. Pleasure. You’re in the background there on facebook and we can’t have that, you know, just like who’s. That guy back there. Okay. I think we got some time for more stories. Okay, reasonscall little hasn’t touched fixing the facebook frame there. Okay, um, yeah, we got first. We’ll take a break, though. Actually. Tellers. I have a new company. Tell us moughniyah lll quote tell us, provided us with great customer service throughout the initial process and that same top notch service has been provided through our working relationship. Additionally, tell us was able to offer us the best pricing and to top it all donates fifty percent of the processing fees to the charity of our choice. There is no doubt that teller is one of the best companies to partner with the credit card processing and quote you, khun b that charity of choice that’s the whole point. Watch the video at tony dahna slash tony tell us now clear my ralph, we got time for some more stories. I’m going to read one. Okay, can i think i think they could jump. Okay. This is from let singleton she’s been she’s been a fan of the show for a long time. Then she she was on hiatus for a while. But national back then that singleton thanks to the Job training partnership act of 19 eighty two summer after i turned sixteen, my very first job was administrative clerk at a crisis center as a disadvantage you, it was eye opening, life altering experience. Since then, i’ve spent my entire adult life protecting and supporting people’s dreams, volunteering and working to improve the lives of others. I’ve been fortunate to leverage that passion to build a well rounded career in non-profit and small business operations, and i now serve as the vice president of operations to support the partnership for southern equities mission to promote racial and economic equity in atlanta and the american south. And then she says, tony, congratulations on your eighth anniversary of four hundred show, thanks for all you do to strengthen the other ninety five percent. Well, thank you and thank you for sharing your story. Thanks for being so loyal to non-profit radio i’m glad you’re back got your back. Would you, uh would you be kind enough to read one clear my love to read one. Okay, there you go. This is from joanne telser. Freyre literacy chicago. I have lived and worked in france, egypt, pakistan and guitar where i learned many of the skills i need today, i started out simply teaching english and ended up becoming academic director in a french language school training sl teachers. I also spent nine years as a journalist on q b, s radio q tv television and for the newspaper, the peninsula and guitar, where i learned about how to communicate clearly and effectively so very important. Everything i’ve done in my professional life has led me to what i do today. Reading has always been a passion, and i’m thrilled to help other people enjoy the written word and that’s joanne from literacy chicago. Thank you so much for your lovely story. Thank you, joined she’s, a program manager, i believe literacy chicago. Yes, thanks, joanne, she emailed me. She mailed me that two days ago. Wei had, of course, we just add any sample ward on on ten ceo here’s, somebody who works for and ten she’s there, i think, finance, so she says it. Okay, patty carlin carlin from n ten. After working in mental health research, hearing the experiences of the participants compelled me to do something to help them. I became director of a peer support organization and it’s been non-profit ever since as the finance director for in ten, i’m living the non-profit dream, patty carlin, nice story, there’s. Uh, like if she was on, i would like to probe a little more hearing the experiences of the participants. You know what? What what was it about? What were they doing? What was she seeing that that compelled her would go a little. I’d like to probe battle it more, you know? I mean, this is a real story. This is fun, cholera there on here. I’m gonna nominate this one for a prize, would you? Would you read? You read this one from mildred devo, devo, founding director of pen parenthesis i have always been an artist first a singer than an actor than fiction writer, i started a reading siri’s to disprove the stereotype that people give up creative careers when they have kids. It was a smash we were booking authors a year in advance who wanted to read read for us to shatter the stereotype, people told us it changed their lives. A lawyer in new york city started attending the salons she heard of these writer lee stories and was moved. She offered to sponsor us to her firm to give us counsel probono to become a non-profit accepting her generosity was the first step to creating pen parenthesis. Five oh one c three devoted to helping writer stay on creative track after starting a family. We’re going on ten years that you know, that’s, a very specific mission, but really cool, she goes on to say, i’d say starting a non-profit was a win all around my work, encouraging other parents to maintain focus on their creative careers inspires me. To keep on creative track. That’s, mildew, devo. Founding director at penn parental. All right, mildred. You’re gonna get a pound of cure coffee sent to you. And she started her own non-profit i mean, that’s, that’s, that’s! Not that easy and regular non-profit yeah, yeah, and around writing. You admire that? Totally like communication arts short. Would you be good enough, teo? Read for us again? What? What? What? The mission of kira coffee is to remind mildred milled a building that she’s going to get well. Mildew. You want some coffee and it’s provided by kira coffee directly connecting coffee lovers with farmers and families who harvest the finest organic coffee beans. With every cup of cura, you join our effort to expand sustainable dental care to remote communities around the world. We are a direct trade company with direct impact brought directly to you, creating organic smiles beyond the cup. Cura coffee, dot com that’s cura coffee, dotcom. Thank you. Thank you. I love that cure. Coffee mission that’s. Awesome. That is also, um we, uh, hold that. One more story we got. We got maria simple on the phone. She’s? Uh, yes, maria simple. That she’s. Here. Yes. Hello, maria. Simple. How are you? I’m doing well. How are you, she’s? Our prospect research contributor, of course. Are the rounds out? Rounds out our our triumvirate of of contributors. She’s, the prospect finder. You’ll find her at the prospect finder dot com and at the prospekt finder and maria, you, uh, write your show. She’d along first time you were on our twelfth show. Twelfth show. Here he goes. Our first one was your first one was october first, two thousand ten way had just started in july of two thousand ten. Thank you, maria non-technical. I’m thrilled that you asked me for for participation in that first show and and all the subsequent shows as well. Yes, i am too. I’m grateful to you. You know, you spend so much time thinking about topics emailing, you know, we go back and forth. Then you come on the show, you share your experience and wisdom in prospect research, you know, for the benefit of our listeners and small and midsize shops. And i’m very grateful to you. Very grateful all these years. Thank you so much. Oh, you’re very welcome. And congratulations to you and the entire team that, uh, has really, as one of your other listeners said, really participated. And every week, coming up with a terrific content for the other ninety five percent that’s what we’re about. Thank you. Now we just read milton devos. Story and milled is goingto win the coffee from cura coffee. She e mailed me something. Quote, any show with maria? Simple is a show worth listening to forever. How about that? How about that? That’s, a testimonial? Who put that on your web site, maria. Thank you. You know that building devo that’s? Amazing. Congratulations for that man. Awesome. She’s using to you. Well, all right, all right. So i know you’re gonna be on. You’re gonna be out in a couple weeks. Going pre recording next week, maria simple. But, you know, until then and after then one. Thank you so much for all your contributions to non-profit radio over. You know, eight years. Really remarkable. Thank you so much. Thank you. And a shout out to all of you in the studio today. Great show. Thanks, brandon. Thank you. Thanks, maria. We’ll talk soon. Okay. Um, here’s sam will let me know if anybody else. Way chat. Good job, chad, chad. Okay, i was chadband is on, and we have a major announcement to make a major announcement for the four hundred show. Like we have a new sponsor, and it is chadband boyd’s company. Chadband welcome to non-profit radio. Hey, thanks, tony. Glad to be here and, like everybody else, congrats on the four hundred show that a huge milestone provoc a podcast before and to do four hundred shows. We’ve got to leave that. Thank you, man. Thank you, and welcome to the non-profit radio family. You’re you’re ceo of text to give dot ceo and a new new sponsor going to starting next week. Sponsorship that’s, right, that’s, right, we’re started, yeah, glad. Glad to be a sponsor, because you’re you’re doing mobile, giving for small and midsize non-profits and, uh, that’s, our core that’s that’s, who we produce the show for week after week. So listeners going to hearing from you and from for me, you know, promoting onboarding text to give that ceo and for now, and this is going to be continuing if if you text npr that’s november, papa romeo in alphabet, in military talk, you talk hoexter npr tio four, four, four, nine, nine, nine. Then you’re gonna get more info on text to give and there’s a special offer for listeners. Is that right, exactly right, you gotta correct, okay, all right, we’re doing so good, we’re doing good so far, okay, i got the got the first yet the first announcement done. The first announcement, correct, all right, chad. Oppcoll you want to say a little bit about text to give that ceo? Yeah, yeah. So, um, we are a mobile first donation platform, the text enabled. So, you know, you text them to make your donation, and our thing we’re trying to do is break down the barriers e-giving to make you know it really easy for donor to give to small and non-profits out there. So perfect for your target audience. Okay? And as i said, listeners will be hearing about it. Week after week will be, we’ll be shutting you out. And, uh, and again, chad, i thank you so much for sponsoring non-profit. Is there some, like triumphant music? Kottler is good. Yes, something triumphant for a brand new sponsor wave. That’s the fanfare. Thank you, scott. Now now, yeah, eleven. Thank you again. So much. Thanks for being thank you and welcome. Welcome to the show as glad to be here. Thanks, tony. All right, chance along. Wei have one more story i got get time for. Okay. It’s from jeff. Jody, lighthouse counsel. My parents set the example of being involved in the community. So this is the parents e-giving volunteering and leading in college, i was part of my first campaign raising funds to restore the historic home of a debate society. I began to volunteer at the colleges advancement office. I moved up while working in a major medical center. My boss volunteermatch volunteered me to be chair of ah, march of dimes chapter. So i went from being a very young board chair to becoming a very young ceo for most of georgia, either working in the arena on loving it ever since. Jeff jody from white house counsel neo-sage podcasting with beacon podcast. We gotta wrap it up. Okay. I want to thank. I want to thank scott stein. That scottie. Thank you so much. Hey, thank you for having me and getting congratulations on four hundred. My pleasure. Thank you. And you you fill the room with an energy playing. Really? They love it. Glad to do it. Claire miree off our creative producer. Thank you so much for tony was great to be here on the four hundred show. I can’t wait to be on the fourteen hundred forty. Thank you so much. Thank you. Twenty ninety eight. Oh, my god! What? And also thanks tio teles shanklin huge tomb chadband void jeanne takagi, amy sample ward marie a simple thank you all for being with us were supported by pursuant online tools for small and midsize non-profits data driven end technology enabled tony dahna slash pursuing by legacy piela is guiding you beyond the numbers. Weinger cps dot com bye tellers credit card payment processing to pass of revenue stream tony dahna slash tony tello’s on by text to give text npr for for for nine, nine, nine for info. If you missed any part of today’s show it’s your life, i watched it clear myer off sam lee woods is the line producer show social media’s by susan chavez thiss music is by scott stein on mark silverman is our web wiz a special shout out to mark silverman he’s working for me for ten years on, i’ve never shattered him out on the show with the closing credits. I don’t know why it’s terrible, i know alistair, you federally never i’m doing it now i’m doing it now! He’s our web is mark silverman, so remark dahna mom, you with me next week for non-profit medio big non-profit ideas for the other ninety five percent. Go out on be great. Great. You’re listening to the talking alternative network. E-giving nothing. Good, you are listening to the talking alternative net. Are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi, i’m nor in center of attention. Tune in every tuesday at nine to ten p m eastern time and listen for new ideas on my show. Beyond potential live life your way on talk radio dot n y c buy-in. 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. Fired-up 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 alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Are you a conscious co creator? Are you on a quest to raise your vibration and your consciousness? Sam liebowitz, your conscious consultant, and on my show, that conscious consultant, 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 latto. You’re listening to the talking alternative network.