Tag Archives: NTEN

Nonprofit Radio for April 24, 2023: Technology Governance

 

Maureen WallbeoffTechnology Governance

Maureen Wallbeoff

Sounds boring. In anyone else’s hands, it might be. But Maureen Wallbeoff brings her energy and lightness to help us understand the symptoms of unmanaged tech; the value of a technology governance group; and strategies for easing common technology pain points. Maureen is The Nonprofit Accidental Techie. (This continues our coverage of NTEN’s 2023 Nonprofit Technology Conference, #23NTC.)

 

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[00:01:28.31] spk_0:
And welcome to tony-martignetti non profit radio. Big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d come down with Trigon Itis. If you inflamed me with the idea that you missed this week’s show. Technology governance sounds boring in anyone else’s hands. It might be, but Maureen will be off, brings her energy and lightness to help us understand the symptoms of unmanaged tech, the value of a technology governance group and strategies for easing common technology pain points. Maureen is the nonprofit Accidental Techie. This continues our coverage of N tens, 2023 nonprofit technology conference on tony Steak to a great non profit podcast. We’re sponsored by Donor Box with intuitive fundraising software from Donor box. Your donors give four times faster helping you help others. Donor box dot org. Here is technology governance.

[00:02:18.51] spk_1:
Welcome back to tony-martignetti, non profit radio coverage of 23 N T C. You know what it is. You know, it’s the 2023 nonprofit technology conference hosted by N 10. You know that we’re in Denver, Colorado at the Colorado Convention Center what you don’t know is that now I’m with Maureen will be off. We are sponsored at 23 NTC by Heller consulting, technology strategy and implementation for nonprofits and very grateful for their sponsorship. Maureen will be off is nonprofit digital strategist and technology coach at the nonprofit Accidental Techie with Maureen will be off. So she’s also aptly named and

[00:02:20.58] spk_2:
I say hello right back to

[00:02:23.13] spk_1:
our last interview.

[00:02:24.52] spk_2:
Wonderful. You worked with her where she Firefly partners hired her a million years ago. I, I was, I was one of the owners and a partner for 10 years staying in my hotel room this week. So

[00:02:43.12] spk_1:
I’m going to the Firefly.

[00:02:44.59] spk_2:
So am I will see you?

[00:02:47.30] spk_1:
There were a founder, founder and

[00:03:10.66] spk_2:
another 2008, some silent business partners came together and gave us an opportunity to start an agency. They gave us a little money and we were fully remote from day one when all we had was a O L instant messenger to chat with each other. That will tell you how long ago that was 2000

[00:03:18.04] spk_1:
and

[00:03:36.88] spk_2:
2018. So stayed for 10 years. And then I felt like I was so far away from the organizations themselves to actually lend a hand because we had people like Corley who were working directly with our clients. So I sold my shares and left the organization and started my own solo consultancy. At that point. I’ve

[00:03:43.04] spk_1:
known Jen Frazier. For just a few years. But I didn’t know that I’ve known you since you were on non profit radio last year. I didn’t, I just didn’t know about the connection.

[00:03:52.40] spk_2:
You know, we’re all connected here.

[00:03:55.08] spk_1:
So we’ll see, I’ll see you at the pizza party tomorrow, tomorrow, tomorrow, tomorrow,

[00:03:58.82] spk_2:
tomorrow night.

[00:04:01.13] spk_1:
All right, Maureen. We’re talking about technology governance for accidental techies. Why did you feel that this was important enough that it merited a session at 23 NTC?

[00:04:52.55] spk_2:
Because most organizations, whether they’re large or small have simple technology or very sophisticated technology really struggle with managing it as a holistic ecos system. So the fundraising folks handle their tools, the communications folks handle their tools. But, but you know, when we bring these products, software CRM into our organizations, it’s really tricky to get it all, to talk to each other, to work well, to make decisions for the best interests of the organization as opposed to just the users of that system. So often when I work with nonprofit clients, it’s the first time, the right group of people, like a cross functional, collaborative group of people have sat down and made decisions about technology together with everybody’s interests and needs in mind and it makes your systems work better and it helps you get a return on investment.

[00:05:19.44] spk_1:
So we’re envisioning a nonprofit where there are disparate systems, like there’s an accounts payable there, maybe there’s a treasury system, maybe there’s another bookkeeping system or something. There’s, of course, a fundraising system, there’s an hr

[00:05:34.57] spk_2:
email marketing, peer to peer fundraising volunteers, etcetera.

[00:05:45.78] spk_1:
Now, what about the companies that endeavor to put all these under one, um, mass name? Like, like, I don’t know, the salesforce or Blackball. Do those actually help small and mid size? Our listeners are in small and midsize shops. There’s, there’s no, um, I don’t know, there’s no 1000 employees, uh non profit listening, most likely. So do those big, do those big names work for small and midsize?

[00:07:43.13] spk_2:
They can, they can if they’re governed, if someone is paying attention to them, if the right people are talking about what’s working, what’s not working. Usually what happens in the small to mid size shops is the stuff as a whole is not cutting it, you know, or you’ve got redundancy, you’ve got two platforms that do the same thing or more or even something as simple as multiple canvas accounts, you know, like let’s talk about what you have, bring it all together. Um Make sure that users are supported, make sure that you know what you’re spending on this stuff and that the data is moving around between the systems instead of um data silos because that’s really where the power of all these tools comes in is, yeah, you can pay your staff. Yeah, you can collect online donations. But if different people have different needs and they’re not sitting together collaboratively making decisions, it causes friction and frustration. Often folks feel like they need to be a technology expert in order to govern their technology. So they don’t do it or they feel like, hey, I’m paying for this thing. It should just do what it’s supposed to do. It’s like if you hired a new staff person and never on boarded them, they’re professional, they know what they’re doing. They’ll just come in here, we’ll give them a computer and they’ll go not going to perform as well as a person who is managed, overseen and kind of guided to be the best that they can be. Alright,

[00:08:07.30] spk_1:
let’s talk about some of these symptoms of unmanaged technology bundle stack stack like a pro totally pro tech stack. Yeah. What does this look like that? We know we’ve got an ungoverned stack surrounding us, engulfing us. Maybe it’s engulfing us like it’s an Amoeba were a little Amoeba also were something smaller than an Amoeba. Amoeba have to eat two and it’s being engulfed by this Amoeba tech stack.

[00:09:53.73] spk_2:
What some of the symptoms are, are things like I just mentioned, you’ve got multiple of the same function, three email tools. Why, you know, probably just one would be better that way you can get really good at that. In addition to only paying for one thing, staff are due doing a lot of manual work that could be automated. So I’ve worked with an organization, small organization where everything was people powered even though they were paying a lot of money for the technology that they had in house. So change management, user adoption, none of that stuff was actually being taken care of. Um Your technology budget can grow dramatically year over year and no one really knows what you’re paying for everything, waste of money, waste of time. Uh You can also have turnover on your team if they feel like they’re um their pain points or their ideas for improvement are not being heard, they will leave and then you’ll need to start all over again. So it usually hits, there’s a, there’s a plan problem. You don’t have a plan for how you’re going to use all this stuff together. There’s a people problem, your folks are not trained properly or don’t have the right skills to be successful using this stuff, platforms, maybe you’re not in the right system or there’s a big gap or a business process problem. So a governance group small and scrappy meet once a month and kind of do updates with each other. Hey, here’s what we’re working on in our area of the text. We’re

[00:10:04.66] spk_1:
gonna, we’re gonna get to the technology, to your T G technology, technology Governance group, but I just want to see any more, any more symptoms of malfunctioning

[00:10:50.44] spk_2:
large frustration and you might not, you might be confusing your supporters because if they have one platform that they’re using, that looks and feels very different from another platform like I’m a volunteer and donor and the rules are different. Um Depending on which system I’m using. Um You probably are not giving your supporters the seamless experience that all of this stuff that we say we have to have inside our organizations to engage our supporters effectively. Um You’re failing on that promise, you know, you’re paying a lot for something that feels clunky, frustrating lots of manual workarounds. So

[00:11:00.80] spk_1:
a solution is the technology governance can be who should be a part of our T G.

[00:11:32.53] spk_2:
The T G G is an interesting little animal because when you think about another meeting, like I have to be part of another group, I have to go to another meeting. It pre fatigues most of us, right? Like I’m not, not into that so much. But if you pick the main system owners or users, like the person who’s your database manager on the fundraising, somebody from marketing and communications, somebody from finance, you made the point

[00:11:36.59] spk_1:
earlier. This does not have to be a technology

[00:11:38.57] spk_2:
person. No, no, no, no.

[00:11:41.38] spk_1:
You may not even have a tech

[00:11:42.35] spk_2:
person. You probably don’t.

[00:11:44.44] spk_1:
Your, your I T support may be

[00:11:46.35] spk_2:
outsourced or your kid. You know, in some cases, depending on the organization. No, we’re not, we’re not, we’re not past

[00:11:57.47] spk_1:
the server in the dripping, dripping mop closet. Let’s hope.

[00:13:45.46] spk_2:
Let’s hope everybody’s in the cloud and they’re paying attention to security and password management and all that good stuff. But the technology Governance group meets once a month for four months, for an hour a month. And you’ve got to appoint somebody to come up with an agenda so that it’s a real meeting. It’s not just everybody sitting and complaint. I hate this. I’ve asked six times to get a new whatever, what, that’s not the point of this meeting point of this meeting is to talk about what you’re doing in your systems, maybe make some business process decisions. I’m working with an organization right now who is starting to make plans to text their supporters. They’ve got the platform in place, but they don’t have any business rules around it. So the data guy, the communications person and um a couple of other folks are part of this T G G and we just had our April meeting a couple days ago on Monday and the everybody shared updates for a few minutes, got the mic for about 10 minutes and then we spent the second half an hour hammering out what the communication policy was going to be for collecting text cell phone numbers and using them across the organization. So they were really able to say we want to provide the same experience to everybody, whether they’re filling out a survey or making a donation. And here’s how we’re going to set up our system so that they align with our business rules. They had never had a policy before. Never thought about texting organizations. So rather than having that happen in a silo just in communications, you need your data person who is going to make the change that says, you know, here’s my cell phone number and the check box that says, yep, I’m opting in you. Folks can text me that would have probably taken six months to pull off if we had not sat down and talked about it for 25 minutes. As a group,

[00:14:57.76] spk_0:
it’s time for a break. Stop the drop with donor box, the online donation platform. How many possible donors drop off before they finish making the donation on your website? That is tragic. You can stop the drop and break that cycle with donor boxes. Ultimate donation form added to your website in minutes. It’s freaking easy. So easy. When you stop to drop the possible donors become donors four times faster. Checkout easy payment processing, no setup fees, no monthly fees, no contract. You’ll be joining over 40,000 U S nonprofits donor box helping you help others donor box dot org. Now back to technology governance.

[00:15:02.65] spk_1:
Why did you say the group only needs for

[00:15:53.22] spk_2:
four months? Because when you’re first starting out, it feels like a big deal to say we’re going to be every month for the rest of our lives as long as we’re working here. So we’re taking a four month increments, four month increments. Um The other thing is these groups take a little while to gel. Right. You’ve never really talked about this stuff is a group before. Um, what, what gets raised in here, what needs to be, uh, turned into its own initiative with an owner like, hey, Kathy, you’re going to go work with whoever on this texting thing and then report back to the group next month. Um We’ve even had conversations like, um, what do we need from each other on these, um, codependent technology initiative improvements, problem solving stuff like that.

[00:15:56.26] spk_1:
All right, this is all fodder for the agenda, an agenda

[00:16:26.82] spk_2:
has to be an agenda. And you know, my, if I’m running the group for an organization, which I do often in these first couple of months to just like set it up and run it, facilitate these meetings, then I just hand it over to somebody at the organization and they keep running it. Um Do you know the four stages of group dynamics? Four stages of group formation? Okay. So you have forming storming, which is where the second meeting happens and people are like, you’re not letting me do what I wanted to. Then there’s nor ming where you start to settle in. That’s month three performing, you hit at month four where people know what to expect at these meetings. You often

[00:16:46.14] spk_1:
you’ve governed

[00:16:46.93] spk_2:
your technology, you are all done, then

[00:16:49.81] spk_1:
you have to start again with form.

[00:17:49.03] spk_2:
Every time somebody new hits the team, you go through these stages. But that’s another, another interview for something else. But the first four months you’re sort of figuring it out. Your jelling, you’re developing your group rules and the things that are important enough to talk about at these meetings and then send notes around. Somebody takes notes or you record the meeting and send the recordings around and everybody’s responsible for following up on their stuff. So at the end of every T G G meeting, you’ve got a little five minutes where you say, all right, here’s the action items coming out of this meeting. You’re going to do that, you volunteered to do this, you two are going to work together on that. And then the life of the meeting extends outside the meeting and between meetings and kind of gets people rowing the boat in the same direction instead of in a circle, which is what it feels like sometimes,

[00:17:52.03] spk_1:
right? So there’s work between the meetings collaborative like you expect of your committee’s on your, on your board should be right. You know, hopefully your board is not only working one quarter, two hours every quarter. That’s a, that’s a,

[00:18:07.17] spk_2:
that is a low performing board,

[00:18:10.24] spk_1:
right? Yes, that’s exactly responsibility, accountability, of course.

[00:18:16.58] spk_2:
And you’re working together in the in service of helping this technology meet your mission instead of individual teams, you know, kind of elbowing each other out of the way to

[00:18:32.69] spk_1:
anything else about our technology governance group. We

[00:18:35.64] spk_2:
should know it should go longer than four months. So I’ll just say most of the time you

[00:18:40.45] spk_1:
keep wrap it up,

[00:18:47.86] spk_2:
the other benefit to these meetings can be helping you with at budget time because tech is often spread, tech funding is often spread between different business units or cost centers at an organization. And so coming together and talking about what’s going to be in my budget, what’s going to be in your budget. So we need to work on something that benefits both of us whose budget should that go in? Um helps you earmark those funds for when it’s time to work on those projects.

[00:19:16.50] spk_1:
Let’s let’s move to um problem solving methods for for common pain points. So we identified the pain points that they’re more. Don’t hold out on non pop radio listeners like redundancy turnover,

[00:19:32.59] spk_2:
frustration out of control

[00:19:40.71] spk_1:
budget doing the same thing. What is there more? I think

[00:19:46.55] spk_2:
the other one that I think is poor business relationships with your technology vendors. Very

[00:19:53.70] spk_1:
good one. Alright. Frustration talking to

[00:19:57.99] spk_2:
them. Yeah. Not getting good service or not getting your solutions. Would

[00:20:22.51] spk_1:
we, we would probably default and say it’s the vendors problem. It could be, it could be our own, could be our own internal problems because we’re, we’re feeding the vendor six times a day with disparate number one priorities. No hr who told you fundraising was number one hr is number one and who told you that it was accounts payable that person is whacked. It’s hr, so you’re on the phone with me now.

[00:20:29.58] spk_2:
I’m number one now. Yeah. Um, the other way to think about that problem may not be the vendors problem and it might not even be a technology problem. Tony

[00:20:40.77] spk_1:
person. Right.

[00:21:17.03] spk_2:
Because we blame the technology 1st, 2nd and 3rd, the stupid XXX, whatever it is because we don’t have to interact with that thing. I don’t have to go to lunch with that CRM or whatever it happens to be its inanimate. So it’s easy to complain about the whatever but often you peel that back and that’s not the root cause. So if you fix what you think the technology problem is, you have the same problem later and it starts to become this unsolvable problem at your organization. You don’t have the app to take another run at it after the first couple and you just start living with it, which is never a good idea because it’s always going to get accommodation

[00:21:27.35] spk_1:
in your personal life in your technology boundaries, accommodation. These things are

[00:21:32.99] spk_2:
important, the right root cause. That’s right. Alright. So

[00:21:36.12] spk_1:
some, some you have some methods.

[00:21:44.30] spk_2:
Yeah. Yeah. So one of them is the five wise, have you heard

[00:21:46.86] spk_1:
the four stages of group dynamics? I know the seven colors of the rainbow, yellow, green, blue indigo

[00:21:55.21] spk_2:
violet.

[00:22:11.71] spk_1:
Those five crime families in New York? Bonanno, Colombo, Gambino Genovese crime families in New York. I do not know the wise. Okay.

[00:22:15.85] spk_2:
So the five wise are someone makes a statement like a problem.

[00:22:20.73] spk_1:
The three Wise Men Balthazar Melchior and the other

[00:22:25.68] spk_2:
one. Oh, gold Frankincense. And, but I don’t know who brought what

[00:22:34.06] spk_1:
Balthazar Melchior. See, I don’t even know the three Wise Men. Ebenezer. No, that’s, no, that’s the, that’s the Christmas story. Caspar Caspar Balthazar and Melchior. I think I’m pretty sure that

[00:22:46.85] spk_2:
I

[00:22:56.27] spk_1:
interrupted, rudely interrupt the guests. I know something else. I think of something else. I know so few things that I know. I have to shout them out whenever I get an opportunity. Alright, I’m sorry, the five wives,

[00:24:06.79] spk_2:
five wives of root problem identification. So somebody might say this email tool is terrible. I can’t segment my audiences like I can’t send to donors and non donors. It’s a pain in the neck to do that. Can’t do with stupid email tool. Why can’t you do? That is the first way and someone might answer that question. Well, um I can’t do it because we’re collect, we’re getting data from other places and putting it into the email tool. And so we’re not collecting that information over here. All right. So it’s not an email problem. It’s actually a data problem and it’s tagging, right? Like donor Tony’s donor, Maureen’s a non donor. There’s no easy way in your database to pull those audiences out and make sure that they get the right message. So that is probably a business process problem, not necessarily a technology problem. So that was a simple little example of one of those problem solving techniques

[00:24:09.43] spk_1:
that why was, why can’t you, why can’t we do this?

[00:24:12.69] spk_2:
Why can’t we do this? Well, I don’t get the data in the way that I need. Why don’t you get the data in the way that you need because we collected over here. Well, why do you collected over there? So yes, five wise people get annoyed. First two wives are easy as you go through wise 34 and five people get annoyed because they really have to dig deep and think about it.

[00:24:38.20] spk_1:
Okay. We can have the we could have the play on the five wise, the wise, wise, wise, wise, wise, wise, wise guys or the five wise

[00:24:53.50] spk_2:
problem solving. Another problem solving method

[00:24:57.75] spk_1:
method. You’re asking these questions internally, you’re asking these five questions. Okay.

[00:25:22.96] spk_2:
And literally sitting with it um in your technology governance, in your governance group or in a little spin off. Yeah, everybody’s got technology gripes and pain points and wishes that it was different or easier. They want the easy just today the Q R code to open my hotel room door did not work on my phone. So yes, I am right there with

[00:25:30.96] spk_1:
you. I still go for the, I still go for the cards. You so you go this

[00:25:35.82] spk_2:
time. But guess what? I had to go to the desk and get a card.

[00:25:40.32] spk_1:
I haven’t, I’ve never, I’ve never tried opening the, just give me a card, boarding

[00:25:46.67] spk_2:
passes, print the boarding pass and have it on my phone

[00:25:50.90] spk_1:
for the,

[00:25:52.50] spk_2:
everybody’s got their lines that they

[00:25:55.11] spk_1:
won’t do the hotel room because I don’t want to be tired

[00:25:57.83] spk_2:
and not able to get in and, you

[00:26:10.63] spk_1:
know, looking for my nap and then I gotta go downstairs again. Talk about first world problems. I have to go down to the lobby again. You’re more trusting on the hotel front.

[00:26:15.34] spk_2:
This time. I tried it. That would be the Hyatt Regency across.

[00:26:26.05] spk_1:
Can you stay on track?

[00:26:32.03] spk_2:
Apparently not. Apparently not. So that was one problem solving technique. What’s the problem and why are we having the problem so that you’re fixing the right thing,

[00:26:43.75] spk_1:
fixing the right past

[00:27:57.30] spk_2:
that one. So another um another common situation is uh people get frustrated because the technology doesn’t work. I don’t know how to do this or it’s too hard to do a thing. Um That’s usually a training issue, right? Like someone got hired, they gotta log in and thoughts and prayers. Here you go, you’re young, you can figure it out. You gotta people. If you take nothing away from this interview, please, please, please budget for training and support. Um Everybody needs it. Some of us are more naturally agile when it comes to technology. Others, not so much but the way you get a return on your investment of the state stuff that you’re buying and using is if your team is empowered to use it well, efficiently, effectively. And when we figure it out on our own, we usually don’t figure out the easy and effective way to do it. We sort of stab our way through it. I made it work that’s fine. So empowering your staff to be competent and confident in the systems that they’re using to do their jobs. Um, staff morale goes up. You’re spending way less time fighting the technology and more time using it. So, a common problem is this thing isn’t working for me or I can’t figure it out. So pay for some training. That would be. So,

[00:28:12.46] spk_1:
which is, which, why, why is this? Why can’t I do this?

[00:28:17.40] spk_2:
Why does, why is this so

[00:28:19.15] spk_1:
hard? Why doesn’t it work? Why doesn’t this work for me?

[00:30:06.95] spk_0:
It’s time for Tony’s take two non profit radio is listed on nonprofit news feeds. List of the great non profit podcasts. And if they numbered the list, we’d be number one, we’re top of their list. In fact, I believe their list is misnamed. It ought to be the great non profit podcast plus a couple others, but very great. Right. We’re at the top of the list. Very thankful, very grateful to non profit news feed. Thank you very much for the recognition and I would be remiss if I didn’t. Thank you, our listeners. You help us get the recognition. You keep the show. You know, it’s not always. Number one nonprofit radio has been on lots of lists where it’s like number 14 out of 12. Um, you know, we’ve been down, we’ve been down on some list but doesn’t matter, you know, the ranking doesn’t really matter. Although if I was gonna do one I would do it. Alphabetical. I think I’d do alphabetical with nonprofit radio at the top. Of course, because the alphabet is going to start with the end and then, and then it reverts back to a etcetera. The boring way. That would be, that would be my list. So thankful to non profit news feed and I’m thankful to you are dear listeners. Thank you very much for helping us get the recognition. It really is gratifying to be on any list of non profit podcasts. But, but I mean, if you could be at the top of the great one, you know, you may as well and that is Tony’s take two. We’ve got boo koo, but loads more time for technology governance with the very un boring Maureen will be off

[00:31:37.87] spk_2:
another problem solving technique that is uh really easy is to map your ecosystem, like use power point or video or Miro or some white boarding tool. Zoom has a white board tool and literally make bubbles of all of the things that you have make a circle. My website is purple over here and my day databases over there and lay out what you have. Like most of the time, collectively, nobody really knows all the stuff that you have and the stuff that you’re using and what’s working and what isn’t. So figuring that piece out and having that map, that changes when we swap email tools or we change our volunteer system or a finance system, um, making that map be accurate will also help you pinpoint where the problems are really coming from. Uh blah, blah, blah. I hate our website but whatever, like it doesn’t work on a phone. Maybe that’s a problem who should be working together on fixing that problem? Is it really a problem or is it just a problem for somebody who’s using a Windows phone, you know, from 2015. So taking the time to have those collaborative conversations is also really, really helpful once you’ve got it all written out. Um And you can then, you know, we do have six email tools or three people have canvas accounts. We should probably consolidate that stuff. And

[00:31:56.98] spk_1:
what is this uh consolidated under what? Why, which, what, why are we

[00:32:06.51] spk_2:
talking? It’s uh it’s have as small a footprint as you can get away with. Just, just because you think you need something, people can sneak tools in without telling anybody, you know, like somebody inside a fundraising team goes a little rogue and says we’re going to add something new. Nobody else knows about it and you’re not getting the benefit of having that thing used to its fullest extent because tech is expensive and it’s kind of frustrating.

[00:32:31.66] spk_1:
Doesn’t have to start with. No,

[00:32:35.14] spk_2:
no. The five wise we was one of the problem solving techniques. The five wise is one of the problems solving

[00:32:39.88] spk_1:
techniques. So aren’t we on the five wise, we only did two of

[00:33:04.70] spk_2:
the five wise is a thing all unto itself. So the five wise helps you identify the root cause of your problems so you can fix the right thing. These are other symptoms with problem solving ideas for teams to use. If they’ve got people who say this is too hard for me to use. Why is this so hard? Not everything maps back to why you need to Google the five wise after this.

[00:33:15.49] spk_1:
In other words, you don’t

[00:33:16.50] spk_2:
know. I do know, but I think we’ve mixed them up a little bit. We’ve mixed our metaphor slightly.

[00:33:23.11] spk_1:
I guess you want to blame it on a lackluster host. No,

[00:33:25.66] spk_2:
never, never the

[00:33:27.58] spk_1:
most lust, lust, lust,

[00:33:32.81] spk_2:
lust.

[00:33:34.67] spk_1:
Alright. So, alright, so don’t look for everything to start with A Y like I was all right. We are on number four though now. So we finished mapping, we finished mapping looking where we have redundancies. People snuck shit in should not have your technology governance group advised you not to do that correct. We told you now your rogue rogue and do we boot you off or do we try to keep you in the group and remediate, you always

[00:34:04.63] spk_2:
get you to come along to the group dynamics. Please stick around and be one of us.

[00:34:14.92] spk_1:
Yeah, you’re better off on the inside.

[00:34:34.95] spk_2:
That’s right. That’s right. And then the last technique for the second to last is what I call a no filter, pain point activity. And what that means is you grab your team and if it’s virtual there, if you come to the session tomorrow, I do have in the collaborative document because it’s not possible. So if you want to make an Excel spreadsheet, it’s a no filter pain point worksheet

[00:34:55.07] spk_1:
and not on the website. It is.

[00:34:59.04] spk_2:
Yes, it’s under free resources.

[00:35:00.91] spk_1:
So, what’s your site?

[00:35:03.22] spk_2:
Meet Maureen dot com? Oh,

[00:35:05.17] spk_1:
that’s clever. I liked it from last year. I remember that Maureen dot com. Click free resources,

[00:35:10.61] spk_2:
resources in the top navigation. You will find this worksheet

[00:35:14.04] spk_1:
there. Okay. Now, let us know what the worksheet

[00:35:17.06] spk_2:
is.

[00:35:18.89] spk_1:
So much stuff, so

[00:35:35.09] spk_2:
much stuff. Um The no filter pain point worksheet is a place. It’s sort of a meeting and a worksheet all in one. So you grab your team and you dedicate 90 minutes and everybody is allowed and encouraged to list everything about your technology that bugs them

[00:35:44.20] spk_1:
even

[00:36:39.15] spk_2:
if, even if they’ve mentioned it 60 times and nobody did a damn thing about it. Even if um it’s from a new staff person who has fresh eyes and is looking at some wacky thing that you’re doing to work around some technology problem. And they’re like, is there a better way to do this? So everybody gets a chance to list out their stuff and then you organize it into those four P categories. Is this a plan problem? Is it a platform problem? A people problem or a business process problem? So that also helps you get to the root cause these meetings are super helpful. They’re cathartic number one, because people can unburden themselves of like I really hate this X Y or Z thing. You also start to talk about things like maybe tony hates this product, but Amy loves it. You might want to match up Amy and tony so that Amy can help tony figure out, you know, to get beyond the things that are frustrating or friction for you. So it’s a good way to kind of get allies there. If everybody’s like we hate this thing, then you can make plans to replace

[00:37:03.24] spk_1:
it from the bottom up. Yeah. Uh I’m thinking of a verb for change. We can advocate for change. Advocate. Advocate is the noun advocated. So from the bottom up to try to

[00:37:22.15] spk_2:
make change, that’s right because often the leaders that your organization to have allies. Yeah, often the leaders of your organization sort of, you know, that things are a problem but they don’t use these systems every day or even often at all. They’ve got an assistant who’s pulling reports or, you know, giving them the information,

[00:37:32.31] spk_1:
especially if it’s the God fly, the perennial tech whiner coming, you know, that that person needs, needs allies.

[00:38:20.97] spk_2:
They do and they need to feel heard and then you sort of prioritize stuff, you’re not going to get to all of it. Another way to break the pain point. Worksheet results down is what are issues, things that are problems and what our opportunities we want to grow. Our monthly giving program. Our current system makes us manually run our supporter credit cards every single month. I don’t want to grow my monthly giving program. If it means I’m going to have to hire somebody else to start to run these credit cards. So what are we going to do about our technology so that we can grow without it turning into a problem for our team? Yeah, issues and opportunities another way and you just pick, you keep that list as a parking lot. You can add new stuff as it bubbles up or appears and you just methodically work your way through those things. Instead of being an individual experience of a problem, you’ve kind of made it an organizational list of things that need to be addressed.

[00:38:44.22] spk_1:
I always bristled at the parking lot metaphor. It’s childish. It’s Q, it’s Q, it’s a, it’s a, it’s a wait list. You know, we’re gonna put your, your ideas. Plus I heard it said one

[00:38:58.84] spk_0:
since

[00:39:23.47] spk_1:
some training, I think I may have to go back to when I, when I was a miserable employee years ago, decades ago. And yeah, we were in some training and some, some facilitated. Well, that’s not quite on point. Let’s put your very good idea into the parking lot. And he was talking, he was talking to, what was a guy talking to a woman? Like he should have patted her on the head. It was so condescending, so condescending. He may as well have patted her on the head. I didn’t mean he should have, he may as well have just. The parking lot

[00:39:36.17] spk_2:
was supposed

[00:39:36.46] spk_1:
to be so proud. Look. I made the sticky, that’s over the window that nobody can see because the light’s coming

[00:39:43.46] spk_2:
through.

[00:39:44.00] spk_1:
Yeah. In the closet. I made the sticky on the back side of the closet door. My parking lot,

[00:39:49.78] spk_2:
a lower priority list.

[00:39:52.88] spk_1:
It’s just, it’s a, it’s a list of priorities.

[00:39:55.70] spk_2:
I’m gonna start using Q or waitlist. You’ve changed my mind.

[00:40:01.70] spk_1:
I don’t know. It seems like a very pedantic

[00:40:04.57] spk_2:
metaphor. It is. People get it. But I understand that the connotation that it can have. I told you,

[00:40:11.87] spk_1:
I don’t know. It seems like a child’s game.

[00:40:16.55] spk_2:
All right, you’re playing candy land and you kind of get stuck in the parking,

[00:40:25.53] spk_1:
remember? Candy land? Yeah. Right. Exactly. A parking lot. Or, or, or, yeah, or, or it’s like being in jail for monopoly

[00:40:28.84] spk_2:
or in the sand trap. If you

[00:40:30.42] spk_1:
golf golfer. Let’s not go too far with sports,

[00:40:34.20] spk_2:
not my

[00:40:35.19] spk_1:
metaphors sand trap is golf. Golf, golf, golf. I think we have one more. Y one more of the five wise which don’t all start with a

[00:40:46.46] spk_2:
complete misnomer. Yeah, I

[00:40:48.89] spk_1:
wouldn’t put it in the parking lot, but it’s just misnamed. We have one more,

[00:40:54.76] spk_2:
one more which is decided you’re going to focus on internal problems or external technology problems, things that affect your supporters, your subscribers, your volunteers, your donors or your internal process

[00:41:08.38] spk_1:
accounts, payable sources.

[00:41:23.99] spk_2:
Right. Right. So that’s the other way to kind of tackle these things. Usually, it’s a little of both. It’s a little of both. It’s very tempting to do either or it’s very tempting to be internally focused or completely externally focused at the expense of

[00:41:29.03] spk_1:
your ignore us. We need to help our supporters, our fundraisers, fundraisers are volunteers or donors

[00:41:37.77] spk_2:
on my back

[00:41:40.85] spk_1:
in the parking lot and

[00:42:22.45] spk_2:
we don’t want to lose value people. So a bit of a balance is good and, and take small bites. That would be my, my other guidance here is when you’ve laid it all out there and you can see it like in all its gross glory, all the things that you’re struggling with, you can either feel very pre fatigued like we’re never going to work our way through these things or we got to do them all. Like right now now that we know what they are just take small bites, be realistic. Figure out how much time your tech governance team, your T G G can spend on this stuff. Be realistic in your deadlines and expectations if people can go fast and it’s possible to go fast, let them but always be honest with yourselves about what you have capacity to do. Otherwise this will just be another governance group or another initiative that is too frustrating and

[00:42:37.86] spk_1:
nothing ever happens. Talk about another example, very big on preventing fatigue. I am not keeping track.

[00:43:50.14] spk_2:
Yeah, I think our nonprofits and generally people are at capacity, kind of tired running on fumes. A lot asked to do more with less um in our small to mid sized nonprofits, that’s really hard. You know, like they don’t have the budgetary shock absorbers that a larger organization might have to toss another consultant added or by another thing or throw money at a problem to fix it. Small to midsize guys got to be scrappy. They’re all spread really thin. Um And so I just want to make sure that people are not using magical thinking when they’re trying to fix their technology. It’s very tempting to do that. Um If you think you’ve got a technology problem and your first impulse is to switch it with something else, stop do those five wise, find out what’s really going on because you might move, spent all that time and money moving into something new and you still have the same problem and that’s, that’s not great. That’s not a good thing. I like people to be happy and optimistic at work. I feel like they’re set up for success to the best extent possible and that they are going to work together to solve problems. That’s kind of what nonprofits do and

[00:44:12.91] spk_1:
technology’s role is to support that,

[00:44:16.23] spk_2:
make it easier.

[00:44:17.24] spk_1:
Yet another support.

[00:44:19.63] spk_2:
Often it is something that is, does not provide good feelings. Yeah. Like my key card, like my Q R code this morning.

[00:44:47.86] spk_1:
Exactly. Right. I would love to get your, we only have a couple minutes left. I’m going to ask you to be brief on this. I can Artificial intelligence, chatbots, chat, GPT there. The, here they, I see. I’m not, I’m not stopping it, but I, I see more, I see more risks than then benefits. I don’t know, maybe it’s maybe at 61. This is the technology that I’m going to be the Luddite around. But what’s your, what’s your take? I don’t, I don’t want to prejudice your, your strong, strong willed person. You’re not gonna be prejudiced by my opinion.

[00:45:11.86] spk_2:
Um, I think that it’s not going away. So I think, uh, people like us who are, you know, hesitant, worried, um, concerned should get to know it and then decide for ourselves where it is beneficial and where it is not in our own work lives, our personal lives because it’s common is here now.

[00:45:27.94] spk_1:
Talking about boundaries, then get acquainted with it. Yeah,

[00:45:34.17] spk_2:
I know thy enemy, you know what I mean? Or know what I’m worried from the outside. Let me find out what I really should be worried about by playing with this thing or interacting with it. Um, I can tell you that I’ve got some organizations who are using it to write fundraising appeals in 30 seconds.

[00:45:50.44] spk_1:
Right. They use it as the first draft and then they modify, they put their own tone to

[00:45:56.35] spk_2:
it. So it can’t, you know, we’ve all been faced with that blank piece of paper. I know

[00:46:24.34] spk_1:
my concern is what my concern is. That that’s the most creative thing that a fundraiser that you take your example can do is be faced with a blank screen and create from that blankness versus seeding that most creative task to the artificial intelligence and then you reducing yourself to copy

[00:46:25.04] spk_2:
editor,

[00:46:53.10] spk_1:
copy editor. I’m not diminishing copy editors in the audience, the two or three of you and that may be listening, but it’s not as creative a task as working from, from nothing and creating something. So and then so that leads to my concern. Do we become less creative? Does that mean we become dumber on an individual level? On a community level? On a on a world level? Is it a dumbing down because it’s a seeding of the most creative work that I think we can produce?

[00:47:22.12] spk_2:
I hear you and I do agree with you to a certain extent. I also think if your Annual Giving manager is spending hours writing appeals when they could be stewarding a major donor prospect or doing some relationship building or mentoring a new staff person. If they don’t have time to do all that stuff, it might make sense to offload some things. Not that you’re going to use them just as is, but give yourself a bit of a starting point

[00:47:33.92] spk_1:
or use them sometimes

[00:47:36.01] spk_2:
but not rely on them all the time. Right?

[00:47:40.30] spk_1:
We’ve got to leave it there. Maureen. Brilliant.

[00:47:42.05] spk_2:
Always wonderful

[00:47:46.01] spk_1:
in Portland, Oregon

[00:47:50.01] spk_2:
24 24. Tony. Thank you.

[00:48:07.59] spk_1:
My pleasure, Maureen will be off non profit digital strategist and technology coach at the nonprofit Accidental Techie with Maureen will be off meet Maureen dot com. So smart. I love that meet Maureen dot com. Thank you for, thank, thank you,

[00:48:11.05] spk_2:
my

[00:48:11.57] spk_1:
pleasure to and thank you for being with our coverage of 23 N T C the nonprofit technology conference 2023 where we are sponsored by Heller consulting technology strategy and implementation for nonprofits

[00:49:17.65] spk_0:
next week. Best and worst of non profit newsletters and digital self care and healing. If you missed any part of this week’s show, you know what I beseech, you find it at tony-martignetti dot com. We’re sponsored by Donor Box with intuitive fundraising software from donor box. Your donors give four times faster helping you help others donor box dot org. Our creative producer is Claire Meyerhoff. The shows social media is by Susan Chavez Marc Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation. Scotty B with me next week for nonprofit radio, big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for March 20, 2023: #23NTC & Is A Social Enterprise For You?

 

Amy Sample Ward: #23NTC

The 2023 Nonprofit Technology Conference is in April, hosted by NTEN. Come in-person or join virtually. Nonprofit Radio will be there. Amy Sample Ward, NTEN’s CEO and our technology contributor, tells us what’s in store.

 

 

Tamra Ryan: Is A Social Enterprise For You?

What are these and how do you decide whether to take one on—or even consider it—at your nonprofit? What kinds of businesses lend themselves to social enterprise and how do you structure the relationship? Tamra Ryan makes sense of it all. She’s CEO of Women’s Bean Project. (Originally aired December 13, 2021)

 

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Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.


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[00:01:57.78] spk_0:
Hello and welcome to tony-martignetti non profit radio big non profit ideas for the other 95%. I’m your Aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d be stricken with Orrico my Adonia if you paint me with the idea that you missed this week’s show 23 NTC. The 2023 nonprofit technology conference is in April hosted by N 10, come in person or join virtually non profit radio will be there, Amy Sample Ward N Ten’s CEO and our technology contributor tells us what’s in store And is a social enterprise for you. What are these? And how do you decide whether to take one on or even consider it at your nonprofit? What kinds of businesses lend themselves to social enterprise and how do you structure the relationship? Tamara Ryan makes sense of it all. She’s ceo of women’s being project. This originally aired 13 December 2021 on tony state to get in people’s faces again. Again, Here is 23 NTC. What a pleasure to welcome back, Amy Sample Ward as it always is, you know who she is. But she deserves a proper introduction. CEO of N 10 and our technology and social media contributor. Their most recent co authored book is the tech that comes next about equity and inclusiveness in technology development. They’re at Amy sample ward dot org and at Amy R S ward. So good to welcome you back. Good

[00:02:04.79] spk_1:
to have you. Thanks for having me. I’m excited that in a few short weeks, we will not be over Zoom.

[00:02:13.64] spk_0:
That’s indeed true. We will, we will, we will be hugging. So let’s talk about what’s coming up, this little thing. 23 NTC, the nonprofit technology conference in Denver.

[00:02:26.74] spk_1:
Yes. This little thing

[00:02:27.68] spk_0:
that you’ve been uh just occupying a couple, a couple hours a week, I suppose,

[00:03:14.81] spk_1:
Right? Couple of concurrent hours in my mind at all time. Yeah. Yeah, I’m excited. This is, this is the first nonprofit technology conference that’s happening back in person since 2019. However, it is also our first hybrid NTC. So people are going to be participating in Denver. People are going to be participating, you know, from their homes or offices virtually and a number of sessions where both of those people are in the same session at the same time. So we’re really trying to push, you know, push the limits of our own planning to push the A V team’s abilities, all of those pieces, see what Zoom can do all of that and make a conference that feels really great and dynamic and has different options for different people, regardless of how you’re joining or where you are or what comfort level or care needs you might have right now.

[00:03:37.84] spk_0:
So the in person people will be eligible for hybrid or for, for virtual presentations. And the virtual audience is is welcome to join in person presentations, work, working,

[00:04:45.58] spk_1:
not all of them but so at any given session block, there are sessions that are only happening in Denver. You have to physically be in the room presentation or the presenters are all in the room. Then there are sessions that are only happening online if you’re in Denver and you really want to see that session, you can also go online and, and watch it. Um And, and there will be spaces where you could do that as a group to um and there are hybrid sessions which mean there’s a room in Denver, there will likely be presenters in Denver, but there’s also maybe a co presenter online and an online audience. And so we have session hosts and facilitators in both places to make sure that the speakers are confident and comfortable managing all of that and they’re not trying to, you know, watch the chat or see what’s going on in the room. So, yeah, I think it’ll be an experience. I’m sure we will learn a lot. We are open to learning a lot but like, you know, true intent fashion, we will learn out loud with everyone else along with us, you know,

[00:05:07.68] spk_0:
you’re making all the permutations available across, across in person and hybrid. Alright. Wonderful, wonderful. Yeah, like how many sessions are we looking forward

[00:06:19.31] spk_1:
to? Oh, my gosh. 100 and 50 some, I forget the, The, the single digit number there, but over 150 and really incredible keynotes which of course, you know, will be in both places that will be a hybrid. Um and I’m not sure if you’ve never been to the NDC what your uh experience with conferences or sessions are, but we also have different types of sessions. So we have 30 minute sessions which we try to plan during the day for when folks are in the you know, you couldn’t take more than 25 minutes of talking before your brain shuts down. So there’s short kind of tactical sessions. That’s where we see a lot of great um content, like do these five things to your website tomorrow, right? Like really clear to the point and then we have longer 60 minute sessions and workshops um and lots of diverse options in the longer session. Um It’s not just, you know, some conferences are very panel heavy. We do have co presenters so that there’s multiple perspectives and opinions that are being shared, but it doesn’t necessarily mean that a session with two or three presenters is going to be a panel in its presentation, right? It might just be three people facilitating it together.

[00:06:41.88] spk_0:
Uh, the dates, let’s make sure everybody knows when we’re talking

[00:07:06.77] spk_1:
About. Yeah, April 12 through 14th, which is a Wednesday through Friday. Um, we totally know and can just say up front, we know that it conflicts with passover and Ramadan and we welcome the millions in legal fees that we would have had to pay to get out of it. Yeah. Well, it was a product of the pandemic rescheduling where we did have a contract before it felt like people could really come back. And so it got pushed to 2023 and, and we didn’t really have a choice of what that was. So

[00:07:26.09] spk_0:
When was Denver supposed to have been, was it supposed to be 2020?

[00:08:51.96] spk_1:
It was supposed to be 20, early, 2022. Yeah. But we pulled the community and folks just weren’t ready for a big conference yet, you know, which is totally understandable. Lots of folks still aren’t, which is why we have the hybrid and the virtual options. But um at least moving it to 23 meant all communities could have access to vaccines. You know, we have people coming from lots of different countries to the conference traditionally. So I really wanted to make sure that it felt like folks were at a place where they could be ready if they wanted to be to come to the conference. Um, and we have various options in place for folks who may either be feeling like this is their first conference. Um And the pandemic is still happening and it feels really stressful or overwhelming there. You know, we’re asking folks to wear masks, we will have masks available. I have already ordered them to the advanced warehouse, you know, but we also have um more lounges than we’ve ever had so that people can go to a smaller space um and relax or we’ve talked to the Convention Center about having different ways that people can eat, even smaller areas, eat outside, take their food wherever they want to go. So we really are trying to think both of impacts for folks who maybe are trying to um you know, they have observances for whether Ramadan Passover etcetera and we can support how they engage through that or COVID concerns and how we can help them, you know, navigate a big conference with those as well.

[00:09:07.74] spk_0:
I intend never afraid of filling up their

[00:09:09.65] spk_1:
plate. I know technology

[00:09:12.71] spk_0:
wise, accommodation, wise, equity, etcetera. It’s all you take it all on. Yeah, I always admired, I admire it, not admired passively like somebody admires it, I admire it. I

[00:09:57.83] spk_1:
appreciate you saying that. I think, you know, it feels to us like we want to do the work to honor all the wholeness of the community so that everyone in the community feels like they are welcome. It also is the kind of thing where you don’t even realize like how much work it is to make thoughtful accommodations until you really open that door, step through it. You’re like, oh, this is a whole room. This is not like a closet, right? I wasn’t just grabbing a coat. I just went into a whole walk in clause opposite of, of options. So I really just shout out to the accessibility committee which is all community members and they work year round with staff to think about ways that we can make the conference even more accessible and support more community members.

[00:10:47.18] spk_0:
All these are the reasons why I always bring non profit radio to the two N T C. This, this is my eighth or ninth or something like that. Um And so we’ll be on the exhibit floor sharing a booth with our sponsors Heller Consulting. So come see us at 4 20 for 4 20 for a, I’m the A non profit But yeah, so come see team Heller. Very grateful, grateful for their sponsorship of us at NTC. And I’ll be capturing Oh a dozen or 15, roughly interviews that will be on non profit radio in the coming months after April 12-14 and Amy, of course, we’ll get you, we’ll get you in the schedule.

[00:11:00.46] spk_1:
I’ll stop by the booth. Well, yes, I gotta get, I

[00:11:06.95] spk_0:
gotta get you on the schedule because you’re the, you know, you’re all over. So I gotta get, you gotta get you nailed down for for an interview. Yes. Um Why don’t you share with folks? Awesome, awesome keynotes.

[00:11:17.81] spk_2:
Yeah.

[00:12:16.22] spk_1:
Yeah. So on the first day we have Sophia Noble who just launched a new race and gender and technology program, which is so awesome. She’s at U C L A and on day two, we have Messiah Burciaga Hamid who has been a staff and is now the board chair of native land, a tool that folks have hopefully and likely already used when you are looking up whose land you are on. Um And then on day three on Friday, we’ll have what I can only imagine is going to be the most high energy exciting keynote at nine in the morning from Evan Greer. Um She’s the director at Fight For the Future. Um an organization and 10 has partnered with on some of our um advocacy on save dot org, et cetera. So action packed keynotes, lots of great ideas. It’s going to be really good action

[00:12:43.56] spk_0:
packed centering diversity, admire it, admire it. I want to remind folks that N 10 is also known for wonderful food. They spend a lot of time thinking about what the menus are gonna be. The food is always excellent. So if you’re a foodie, you might say, you know, it’s a conference. All right, we’ll get some, we’ll get some rubber chicken, you know, but we’ll tolerate it. No, it’s not. It’s not gonna be the case. That’s not gonna be if there’s chicken. There will be chicken cordon bleu also be vegan options. There will be vegetarian options. There will be

[00:13:29.63] spk_1:
only have 11 day or at least one full lunch menu that is all plant based. Um, and then we have, you know, lots of options. Everything is labeled the full menu in every ingredient is in the conference app. So you can see whatever dietary needs you might have how those are or are not met. Um, and we actually just met yesterday with the catering rep. Um, and slowly watched his eyes kind of glaze over as we were saying, you know, not just, oh, could we have a sandwich instead of this salad? We were saying inside the menu, we see that you’re using this ingredient and we’re changing this specific ingredient and we would like, you know, we don’t need brisket at nine in the morning for our attendees. What’s a plant based option? And every time he said Tofu and 10 staff were like, we’re going to challenge the chef to come up with something better.

[00:13:53.71] spk_0:
Yes, you pay attention to the food. It’s

[00:14:40.73] spk_1:
exactly. And if you’re spending your time in a session, feeling kind of anarchy because you didn’t like what you ate or feeling hungry because there wasn’t food for you. It takes away from your opportunity to learn. So we want folks to really feel taken care of so that however whatever big needs they have and sometimes they’re not learning needs. We know, sometimes come to the conference just to like, find those two other people who have done the thing that they’ve done and feel like they could hear somebody say to them like, yeah, it’s really horrible, you know, but you can get through this project or you can find a new vendor or, you know, whatever it might be. Like, you also have the, the emotional capacity to go take on finding those conversations because again, you’re not spending all your time worrying about. Are you gonna have food or where is a bathroom in this giant convention center or whatever else? You know,

[00:14:54.99] spk_0:
you take care of the, you take care of the whole person, you do the whole people. There’s more than one person attending. Yes,

[00:15:22.68] spk_1:
There is more than one person, which is part of why it feels a little overwhelming because we’ve spent, you know, of course, in 2020, there was no conference and then in 21 and 22, it was a virtual conference, and and there were lots of people registered, which was great, but you never had to necessarily feel the Kind of um feel the size of that many people registered right? The way you do when you see everybody from the stage and you look out at a big room. But we’re, I mean, we’re on track to have close to 2000 registrants. Of course, some of those are virtual. But um that’s a really big number, you know, so we probably have 1500 in Denver um and 500 online.

[00:15:50.85] spk_0:
A lot of people. Yeah, but you’re, you’re, you’re curating us, you’re taking care of

[00:15:54.82] spk_1:
your, we’re gonna take care of.

[00:16:20.92] spk_0:
And finally, I want to remind listeners that this is called the nonprofit technology conference hashtag 23 T C. But it is not a conference that is exclusively for technology folks that, that are, you know, C T O s and technology majors and computer science. It is not, it’s for anyone who uses technology in their social change work. And isn’t that all of us? I mean, unless you’re still on index cards and legal pad and

[00:16:38.18] spk_1:
we welcome you. If you’re still on index cards, don’t be overwhelmed. Come to the NTC. Someone will sit down with you and they will get all those cards into a database for you probably for, for free with like the first month of the CRM for free. Like we just need to get you off those cards.

[00:16:43.23] spk_0:
Alright, hopefully not. But yeah, it’s, it’s not only for technologists for anybody who uses technology. That’s why I love to capture a ton of tons of interviews to share, to share with listeners. All right,

[00:16:56.01] spk_1:
thanks so much, tony I can’t wait to see you in Denver. It’s gonna be so fun.

[00:16:59.82] spk_0:
Absolutely. My pleasure. I’m looking forward to seeing you. Good luck with the conference planning and we’ll see you in about a month

[00:17:08.64] spk_1:
so soon. Thank you,

[00:22:19.99] spk_0:
Amy. Folks. You’re suffering a lackluster host. 15 minutes talking to the CEO of N 10 about the conference that they’re hosting. And I forgot to ask, where’s all the information? Where do folks go to register? You go to N 10 dot org, N 10 dot org gives you all the information. Of course, it’s very prominent on their site. Sheesh. Now it’s time for Tony’s take two last week. I was listening back and I talked about being in person with people again and, you know, I gave you a bunch of superficialities and generalizations. But why I think where’s the detail? Why, why is it joyful and pleasurable and so much better and authentic and real? You know. So I’m listening, I was like, Okay. Yeah, but why, but why I’m asking myself as I’m listening. It’s a good thing I have guests because otherwise the show would, would crash guests who provide substance and detail. Uh otherwise you’d have 45 minutes or an hour of superficiality. Okay. So why this is why a bunch of reasons as a, as a the guy, you know, um the presenter at a webinar, I don’t have to scroll. If it’s a big, big audience, you have to scroll and zoom to see everyone. Not so they’re all there. They’re all right there in front of you. It’s a beautiful watch, the generality that beautiful, watch the generalities trying to give detail and also when I’m sharing my screen, you know, Power point, everybody gets reduced into a little like a 1.5 by 1.5 box. And you can see even fewer people then when I’m not screen sharing. So no tiny boxes, everybody’s visible. I can, I can see the screen, my slide up on the screen, the nice big screen and I can see the people there you are. It’s wonderful. Watch the generalities, conversations, of course, conversations so much easier. Not once. Did anybody have to say? Okay. Well, you go first uh to parse out the delegate out the conversation we’re face to face. It’s just, it’s natural, the natural ness of it. Natural. Nous, the word, the hands, you see the hands immediately, you don’t have to scan the, scan the screen to see a little uh one dimensional hand going up real hands right there in your face. It’s fantastic. We’re generalities. Watch that, watch that the laughter, the groans. You can hear them. People aren’t muted feedback, live live and in person so much easier for the audience to cross talk. It’s, it’s doesn’t work in, in zoom, especially if it’s particularly large. People can’t talk at all. Everybody’s the questions are in chat. There’s another, there’s another reason you can the questions dynamic back and forth. Well, I don’t quite understand, you know, this chat, chat typing and, and audience members were talking to each other. This was I’m going back to uh conference. I did in a Long Island. Yeah, people could talk to each other and, and help each other. I, I don’t pretend to have all the answers. So those are all my reasons. That’s the detail. That’s what you, that’s what you listen to. Non profit radio for detail, not superficiality and generalizations. So if you can, if you get the opportunity and then of course, the lunches, I didn’t even mention just two face to face lunches and of course, natural conversation, not, not delayed. You know, it’s, it’s not no problem if you interrupt somebody’s talking. Well, you know, somebody jumps in, it’s not an issue, everybody can be heard natural, natural. So if you get the opportunity face to face, please take it. Don’t make virtual your default. Don’t go there. That’s Tony’s take two. We’ve got boo koo but loads more time for the uninterrupted is a social enterprise for you. Sit back and get comfy. It’s a pleasure to welcome Tamra Ryan to non profit radio She is CEO of women’s bean project, a social enterprise that provides transitional employment to women attempting to break the cycle of chronic unemployment and poverty while operating a food manufacturing business. She’s a former partner and board member for social venture partners, Denver and currently serves as part time interim CEO for the Social Enterprise Alliance. She’s at Tamara Ryan and the enterprise is at women’s bean project dot com. Tamara, welcome to non profit radio

[00:22:29.12] spk_2:
It’s great to be here.

[00:22:33.07] spk_0:
It’s a pleasure, pleasure to have you. Why don’t you first explain what women’s being project is all about? Because it’s an example of what you and I are going to talk about for a while.

[00:23:32.84] spk_2:
We are a food manufacturing business. We started with Bean Soup in 1989 and that’s where our name comes from. But today we have 50 different food products that we sell all across the country. What makes us Different is that we employ women who are chronically unemployed. So a typical woman we hire hasn’t had a job longer than a year in her lifetime. Though the average age is 38, they come and work for us as for a full time job for 6-9 months. And during the time they’re with us, we teach basic job readiness skills. And then we also, in 30% of her paid time, we teach her life skills, we teach problem solving and goal setting and budgeting and planning and organizing. And so this whole thing is her job for these 6-9 months. At the end, she graduates our program and moves on to mainstream employment in the community. So we’re kind of two businesses were running a food manufacturing business and a human services business,

[00:23:50.43] spk_0:
which is exactly what, what the type of model will, will, will be talking about what I admire about that I found very interesting is that you said it. Um, Well, you’re used to saying it but I want to call it out for 30% of their paid time. The women’s paid time is not spent working. It’s spent learning the soft skills of employment.

[00:24:02.42] spk_2:
Yeah, we call it the you job, the Y ou job. So, she has the bean job and she has the U job and she’s paid for all of it.

[00:24:13.14] spk_0:
Uh, yeah. So I see the value and you’ve had, uh, you’ve had a lot of success with folks, women having jobs longer than a year after they’ve, they’ve, I’m gonna say graduated. But

[00:25:04.10] spk_2:
the project, yes. So we track them at 6, 12, 18 and 24 months and we track them. What makes it easier to track them is that we pay them for those check ins. So we pay them $50 to check in at six and 12 months, $75 at 18 months and 100 bucks at two years to check in with us. And what we found that is that at a year, uh, 95 plus percent of the women are still employed. And I think what makes, what’s significant about that is that again, the women we hire haven’t had a job longer than a year in their lifetime before they come to us. So, what we really want to know is, are we setting them helping them on a path for long term employment? You know, being able to sustain that employment.

[00:25:20.79] spk_0:
So what kinds of nonprofits are? Our listeners are all in small and mid sized nonprofits. So I, I think there’s an ideal subject for listeners, what, what types of nonprofits could consider having a social enterprise as part of their part of their work?

[00:26:38.22] spk_2:
I think organizations that are serving people who are on use, you know, by necessity on public benefits and really who for a variety of reasons, whether it’s because of a felony background or it’s because of uh low education levels or because of the history of addiction, you know, a variety of things that get in the way of, of getting and keeping employment. And so if you’re serving those people anyway, one way to help them in addition to helping them with build their foundation of, of soft skills is to employ them in a social enterprise. So that’s just one way that a social enterprises run. But it’s, you know, it as adults, we learn by doing so it’s a really great way to work with the people that you’re working with anyway, to create a business where you’re helping those same people in the long run. Be able to be successful.

[00:26:41.55] spk_0:
You were a partner of social venture partners in Denver. What, what did you look for when you were investing in these types of organizations?

[00:27:20.17] spk_2:
Well, we specifically in S V P, Denver, we’re looking for small organizations that both needed some funding, but also needed some technical assistance. And the reality is that we don’t, if you’re, if you’re running a human services organization, you don’t necessarily have somebody on staff that has the skills to launch a business. For instance, you know, even to do that market research, to figure out what kind of business that might be um have the operational skills. You’re, you’re running a business, human services business, but you’re not necessarily running say in our case of food manufacturing business. And so S V P really looked for organizations that needed the skill set of our partners and also could benefit from the funding that we were providing that. And then svp’s model, the funding and the, and the technical assistance go hand in hand.

[00:28:14.48] spk_0:
So what, what about organizations that, that uh don’t have the expertise that they need? Uh Let’s, let’s assume most of our listeners are not in Denver. So they don’t have access to S V P. Denver. What, how can they, how can they fill that void? And even just start, like you’re saying, like initial market research, how do they know where to get, how to get started?

[00:30:19.38] spk_2:
Well, every nonprofit has a board and I would venture to say that most nonprofits have business people on their board. So there are a lot of resources either through board members or through people that board members know the one great thing that I’ve observed and I didn’t come from the nonprofit world for my entire career. I was in the private sector before. And what I love about being in the nonprofit world is that there are lots of people who want to help and, and just need to be need, they need help knowing what you need. And so I’ve been, I’ve seen lots of ways we’ve been able to engage uh professionals in, for us in, in food manufacturing, um who have expertise that we need to sit on, say a business development committee and help us look at uh new product ideas. And I think that same concept could easily be applied to any organization that’s trying to figure out what kind of business they might run because that’s the key, you could decide to start a business, but it still has to be a viable business. The just, just starting a business, you’re not gonna get the halo effect of, you know, you’re doing it as, as a non profit and therefore it’s going to succeed all the same market. Um factors come into play that do for any business. And so you, you really do have to still find a viable business that makes sense that is needed that you can price appropriately. Um One of the things about the research for social enterprises or whether or not consumers are going to buy from a social enterprise, whether it’s a product or service. One of the statistics is that all other things being equal. So in other words, quality price, etcetera people more and more have a tendency to purchase products and services from a mission based organization or mission based company. But the most important part of that statement is all other things, other things equal, all other things

[00:30:26.35] spk_0:
being equal. Right? Yes, you have to, you have to be able to compete with your private, enter strictly private enterprise, market driven, profit driven competitors.

[00:31:37.05] spk_2:
Yeah, you have to be able to compete and yet at the same time, you also need to figure out what your Um competitive advantages yourself. So for instance, in our case, we are able to um we’re right now in the holiday season, you know, September to December for women’s Bean project, 70% of our sales are, are made. So, you know, we really peaked during this time of year. One of our competitive advantages is we can bring in volunteers to help us say pack boxes or help us, you know, get shipments out the door or, you know, help with, with prep of product. And um that’s something that is a bit of a competitive advantage because if we were just, you know, in the, in the private sector running a regular food manufacturing operation, we really, I don’t think we could, you know, look somebody in the eye and get and get that kind of assistance. But for us, yes, it’s a way to engage donors to get people really invested, get new customers. You know, there are so many ways that, that bringing people from the community in to help us is advantageous, not just to get the work done, but to get additional support for our organization.

[00:32:13.43] spk_0:
So you’ve opened yourself up to a whole new set of metrics as, as having a social enterprise and we’re gonna get to what, what the relationship is between the company and, and a nonprofit or, you know how that could be set up by different, by different organizations. But, but you’ve, you’ve got to measure, you’ve got to measure the company’s profit and the company’s output and productivity, productivity per employee hour or, you know, whatever, you know, the, the, the key metrics for the business are as well as the social outcomes of, of your graduates and your employee members and your, your,

[00:33:00.64] spk_2:
it’s, you know, I joke sometimes it’s a horrible way to run a business, right? Because we intentionally everyday hire women. We don’t know if they’re gonna come to work every day. I mean, that’s part of their barriers to employment and we work with them and they help, we help them become great employees and as soon as they become great employees, we let them go off and become somebody else’s great employee and we start all over again. Uh and it’s so it’s super inefficient and we also over higher. So if we were a for profit company and we were trying to be as efficient as possible and, you know, squeeze every penny out of our margin. We absolutely would not hire as many women as we do, but that’s not the point. The point for us is to use our business to advance our mission. So we hire as many women as possible as we can justify based on what our sales are going to be.

[00:33:33.96] spk_0:
So, what are some of the things that nonprofits need to think about beyond? Alright. What’s, what’s a viable business? What other, what other factors are important?

[00:33:47.78] spk_2:
Well, maybe the biggest thing is it’s hard. I joke sometimes with our, our team, like if this were easy, everybody do it

[00:33:53.59] spk_0:
do. We really want to do. It is an important threshold.

[00:36:14.38] spk_2:
Yeah, absolutely. And it’s hard because you have to have the ability to entertain two opposing ideas at the same time, right? We need to run an efficient manufacturing business and we also need to deliver on our mission and those two things actually often don’t go together very well. And so being able to both entertain those ideas and acknowledge that perhaps today the business wins, maybe we um the women instead of um spending 30% of today’s time in a class, say financial literacy there on the production for, for the whole day because we have a lot of work to do. But tomorrow, maybe it’s the, it’s reversed and they’re spending the whole day in some sort of training and not making any product at all. And so our job is every day to, to balance that out. Uh And so that’s, I think one of the hardest things is uh is having that ability to understand that if not for the mission, your business doesn’t really exist, but yet your, your business has to be profitable in order for it to make sense and contribute to the mission and, and that, you know, balancing act, you know, is a constant. So that’s part of what makes it hard. I would say another thing is that you, you still have to find all the other. I mentioned this before, all the other market forces still prevail. So if you have a product that nobody wants to buy, you’re not going to have a successful business and there’s no amount of mission that’s gonna forgive that, at least not in the long term. And, you know, at this point, women’s bean project is 32 years old. And I think in a lot of ways, we’ve just been lucky. There was no initial market research that said, you know, being, I think that’s the key to success. No, nobody, nobody did any kind of research at the beginning. Our founder just noticed she was in her late 50s, she’d gone back to school to get her master’s degree in social work. And she noticed a lot of her friends who were around her age were eating bean soup for health reasons. And so she invested $500 of her own money. And bought beans and put two women to work making 10 bean soup. The crazy thing is that still 32 years later our best outing product. Alright.

[00:36:32.19] spk_0:
That’s a terrific story but it’s it’s it’s it’s more or less in what not to do in in determining what, what, what businesses gonna survive because you know you said it, I’m just gonna amplify it. No amount of mission is gonna forgive bad, bad marketing or a bad, bad entry choice or, or any of the, any of the market forces.

[00:36:39.48] spk_2:
Yeah. And I think you also have to have either a product or service that has a decent enough margin margin to sort of forgive the inefficiency. And I also wouldn’t choose food for that reason. Ships sailed for us, but, you know, that’s not the highest margin, um, you know, product category for sure. Right

[00:37:09.12] spk_0:
now food is notoriously low margin. Um, but, you know, you said you gave an example of hiring many more women than you need, then you would, well, maybe then you do need, then you would if you were strictly market driven.

[00:37:15.63] spk_2:
Exactly.

[00:37:23.01] spk_0:
Yeah. Yeah. All right. Um, before, before we move on any other advice about the, the opening questions to talk about with your board, with your leadership.

[00:38:57.18] spk_2:
Well, another aspect of balance I think is, um, it is balancing being opportunistic and, and, um, and not being um, so bullish on an idea that you ignore, um, other signs. So as an example, uh years ago, we were approached by somebody who had a whole bunch of equipment for canning and they were willing to give us all the equipment. Let us have access to the facility a whole bunch of things. But what we really had to analyze and I think this happens actually a fair amount to organizations that are thinking of starting businesses. Somebody thinks I’ve got a great idea. I’ll just give this to them. But the thing was we weren’t in the canning business. We are a dry food manufacturer and what it would have meant for us to start, you know, pivot and, and create another business, you know, really wasn’t worth that. What seemed like a super generous donation. Um It was forgive the pun, but it was a whole can of worms that we didn’t necessarily need, need to open. But that’s an example because when you start talking about this, all manner of people are gonna surface who are interested and willing to help. And one of the most important things you might need to do is say no thank you because, you know, sometimes gifts are not always gifts in the, you know, when it really comes down to it, it’s maybe not the best strategy and it’s sometimes hard not to get all, you know, um starry eyed about something that seems like a fantastic gift. And the next thing, you know, you’re in the canning business and you never intended to be in right now. You’re

[00:40:34.02] spk_0:
doing wetsuits instead of, instead of dry suit. That’s a, that’s a huge pivot. Um And yeah, I mean, that’s, and that’s in the nonprofit, the straight uh nonprofit sector as well. You know, there, there are gifts that come sometimes with strings. You know, if you’ll, if you’ll adopt this, create this program or women’s school, but if you start admitting boys, I’ll give you the seven figure gift. You know, that’s, those are the gift size can be transformational, but that doesn’t mean you, you sacrifice your mission and transform your mission to accept a, you know, a million dollar gift. Um So, all right, but you know, interesting, you know, you, you, you evaluated from the nonprofit perspective, but also from the market force perspective, you know, now we’re entering a whole new business. Now we’re going to be competing with uh Campbell’s, you know, Campbell’s and Hunts and Hormel, you know, whoever, wherever the big, whatever the soup manufacturers are. Um Alright, so value, right? Uh Important lessons sometimes the better answer is. No, no, thank a gracious. No. Alright. Alright. Um Advice on types of businesses that that could lend themselves to this.

[00:41:51.05] spk_2:
I’ll start with um service businesses because sometimes those can actually be really great support for um really great social enterprises and supports for human services organizations. Um The nice thing about service businesses is our very localized so you could serve one community and then an example of a service business might be a uh landscaping business or there are several social enterprises around the country that do uh go to business districts and clean up trash and snow removal and leaf removal and those kinds of things. Again, those are very localized. And what’s nice about that is that you could do it in this city and then maybe you pick it up and you do the same thing in another city. Those are really cool ways to be able to employ a lot of people and engage in, in multiple communities. Uh And there are, you know, other businesses um like uh has control is another one where, you know, that’s a pretty expandable business, um cleaning services, especially in offices and things like that. Um So those are some examples of businesses that actually could be really great businesses for people. And, you know, when you’re selling a service, that’s a really different dynamic than say, you know, consumer packaged goods where, you know, you’re competing with marketing dollars from companies, it’s just much more challenging um area to be in. You

[00:42:21.11] spk_0:
also, you also have the advantage of being able to, as you said, start local. So you can say initially the impact of our work is local. And so there’s a, there’s an appeal to an appeal to the mission with your caveat that uh lots of mission is not going to overcome bad, you know, uh not being competitive market, market wise. But you can say that you have that you have that local impact, at least as you’re, you know, as you’re getting started. And then as you’re suggesting, you know, you can expand.

[00:43:31.94] spk_2:
And I think, you know, if you’re making a product, one of the potential challenges is that if you make a product that in our case, our products consumable, so we can have repeat customers, you know, of course, it has to be a, you know, good quality and taste good and all of those things. But we have customers we’ve had for 30 years and who keep coming back over and over again. If you end up making a product that’s not consumable, the challenges that, you know, say you’re making um uh cutting board, there’s only so many cutting boards, somebody needs or only so many gifts you can give, you know, to other people. And so you always have to be finding new customers to be able to grow your business. And that said, there’s, you know, when you start out, your customer base is so small that the, the world really is, you know, is pretty large of possible customers. But there’s a point at which um without spending a lot of marketing dollars or advertising dollars to get noticed that you really sort of tap out the people you can access. And that’s, you know, so that’s an interesting challenge of making a, a product where you could teach some really amazing skills. But at the same time, you know, you might have a limited customer base.

[00:44:07.91] spk_0:
Can I get these, can I get these meals and just add water? Are they, are they that, that simple from women’s bean project

[00:45:06.25] spk_2:
pretty straight forward like that? So, a soup mix, you would add water, you put it in a safe crock pot and let it cook for the day. And at the end, you are 10 bean soup. You just add a can of tomatoes or you could add, you know, vegetables and a whole bunch of other things if that’s what you wanted. But just to finish off the recipe, it would just be adding a can of tomatoes. We also have baking mixes. And so in that case, it’s everything that you need. You, you would add an egg and some oil or butter and you’ve got brownies or cornbread or stones. Um, so it’s a, the nice thing about like a baking mix, for instance is you don’t have to buy a bag of flour and buy a bag of sugar and all of those things and then have them left over. You can use our mix and use the eggs that you have and the butter that you have. And next thing you know, you made these yummy brownies and you look like a total baker And No 1’s The Wiser, Right?

[00:45:08.39] spk_0:
You don’t have, you don’t have four and three quarter pounds of flour

[00:45:11.61] spk_2:
leftover. Yeah.

[00:45:13.14] spk_0:
Okay. A little digression. But I was interested in and how simple the meals are. Okay.

[00:45:26.97] spk_2:
And they do have an instant. We have, yeah, we have instant beans and rice cups also which literally are adding water. Um And then, and we also have some ready to eat snacks. So you know, just keep them in your desk and you know, nosh on them whenever you feel like it. Okay. So we have a pretty wide variety of different products.

[00:45:39.62] spk_0:
Okay. Well, I’m gonna check. Yeah, women’s bean project dot com. Um So yeah, so service businesses, you’re suggesting service businesses, what else, what else could folks consider?

[00:47:21.99] spk_2:
Well, there’s some great social enterprises. Again, these are pretty localized that do screen printing. So, you know, you think about your inner city and you have your screen printing business, you’re able to employ people and, and you’re able to serve all the companies locally for, you know, their employee T shirts or, you know, races or things like that again, very localized but also scalable as well. Um There’s a really awesome social enterprise out of Boston called More than Words and more than words serves youth 16 to 24 who are either aging out of the foster system or justice involved. And they sell books, they sell books have been donated from the community and the the youth learn the skill of, you know, scanning the I S B N number to make sure it’s marketable and they recycle the books that don’t have uh aftermarket value and then they sell the books that do and they sell both online. They have a couple of bookstores. The cool thing is all these youth, um, are, you know, they’re helping them find homes, they’re helping them with their academic goals, helping them sort of adult, you know, into the community. Yet, at the same time, they’re also learning these skills of running a book business. So they have measurable um uh um outcomes that they have to achieve. They have certain sales goals that they have to meet for their various channels. It’s a really amazing business that um that they’re operating and the youth stay with them for a couple of years. It’s called more than words

[00:47:40.07] spk_0:
back on the service side. I’ve seen copy, copy services, copy and print and print shops.

[00:48:45.73] spk_2:
Yeah, a bank of America actually has their own social enterprise that they operate in the house and they serve people with developmental disabilities or they employ people with developmental disabilities, but they do all the printing for their own needs. Um there’s also electronics recycling. Uh you know, the statistic is that people who are on the autism spectrum have an unemployment rate of about 85%. And, and yet they are uniquely talented to disassemble electronics. So there uh there are electronics recycling organizations that employ people on the autism spectrum to just disassemble and um and then they part of, so they’re providing the employment, they’re getting the donations of the electronics. Um, and in some instances they’re being paid by the companies to take the electronics and then they also, they sell the commodities of all the things that out of those electronics, metals, plastics. Yeah. So, you know, when you think about that as a, you know, we use the term triple bottom line, it’s helping society, it’s helping the environment and it’s um you know, it’s, it’s making money. That is a really awesome example of, of a business that hits at every level. Yeah,

[00:49:07.97] spk_0:
excellent, excellent. Another, these are good, another example or category,

[00:49:39.32] spk_2:
well, there are some social enterprises that instead of employing people provide employment services. So there is a social enterprise that here in Denver that specifically helps people who are bilingual, English, Spanish, get jobs in the community with employers who need people who are bilingual, but that could apply to kind of any language or not even be bilingual, you know. So they, and so companies come to them when they need people who, maybe it’s customer service, people who can speak another language other than English. Um And so again, a service business, but not where they are employing people.

[00:49:58.16] spk_0:
Right. Right. And, and so companies pay for the, for the referral for the screening. Yep, the placement, basically they’re paying a placement fee.

[00:50:51.24] spk_2:
Yep. Exactly. But there’s, you know, there’s just so many different kinds there are cafes that’s a fairly popular kind of social enterprise. Um Here in Denver, we have a cafe called um same cafe and same stands for. So all may eat and they, it is a pay what you want model. So you walk in and the menu is listed for the day and you decide how much you’re going to pay. Yes. And, and so you might be sitting down and having, you know, decide that you want to pay $10 for your lunch. But you also might be sitting next to somebody who is, um, experiencing homelessness and didn’t pay anything. And if you decide if you don’t have any money to pay for your lunch, then you work in the kitchen or you clean or, you know, do dishes and, and so again, it’s a really cool concept that serves people all, you know, it’s beneficial to the community at multiple levels.

[00:51:24.99] spk_0:
Um So, all right. So we talked about services, some, some product. I love the recycling example too. Any anything else before we, before we move on to organizing these, these entities?

[00:52:56.39] spk_2:
Um, well, the last one I’ll mention is one that’s been around for a long, long time, like women’s bean project. It’s called Grace and Bakery there out of Yonkers, New York. And they make the brownies for Ben and Jerry’s ice cream. So a big, the bulk of their business is brownies for Ben and Jerry’s. They also have now gotten into doing some retail sales and corporate sales. So you might see your, your listeners might have seen them in some, for instance, Whole Foods at sort of a point of sale or point of purchase with a little brownie. And it says these brownies changed lives, but Grayson is a for profit company. So this is a nice segue into the next part of our conversation. They are actually a B Corp, a benefit corporation and they, they have an open hiring model. So instead of specifically going out and trying to recruit people experiencing chronic unemployment, like we do, they are always accepting applications and when they have an opening, they just hire the next person on the list. So they hire, they don’t, you know, interview or, you know, look at qualifications, they just hire the next person and, uh and you know, so they will have more turnover than a normal company would, but they’re also within that community in Yonkers. They’re, they’re really changing people’s lives give by giving them an opportunity for employment that they might not otherwise have had.

[00:53:42.47] spk_0:
Okay. That’s interesting. Now, first that’s Grayson Bakery. These brownies save lives. Okay. So listeners, we might, we might see those at, at checkout sounds like point of sale places. Okay. Um But then, you know, there’s the issue of, you know, giving a job versus teaching job skills in addition, like, like, like women’s being project is doing, it seems to me that the, the uh the training beyond the skills for the job is more empowering than then giving a job and, and just giving a job.

[00:54:13.22] spk_2:
Well, I think that’s consistent with our philosophy at women’s being project that there are because we acknowledge that there are lots of things that get in the way of somebody being able to um get and keep the, and keep, I think is the important part, right? Like, you know, we prior to the pandemic and I think we’re back to a um there’s a lot of jobs but um and so you could go from job to job to job in an environment where there are lots of jobs. But the important thing is, are you going to a job where you are a contributor where there’s opportunity for advancement and benefits and all the things that make it more of a career than just a job? That’s what we’re trying to do and how we’re trying to change the are the women we serve, that’s the trajectory we want them to be on when they finish.

[00:54:41.79] spk_0:
All right. So, you know, of course, different missions just like nonprofits that Grayson has uh has a different model but, but their, their generously hiring, they just hire the next person on the

[00:54:49.63] spk_2:
list.

[00:54:53.20] spk_0:
So, alright, so yeah, as you suggested, and I want to talk about the, how to organize and structure these, we know what’s the relationship listeners already are in non profits? Most of our listeners are, uh you know, how would, what would that relationship look like if they did start a social enterprise? Well,

[00:55:11.40] spk_2:
I know as, um as the interviewer here, you, you will hate to hear this answer but it depends.

[00:55:18.35] spk_0:
Listen. Now, don’t hold back on, don’t, don’t, don’t tell listeners of nonprofit radio What you think they want to hear? It’s an educated self selected group. So, yes. So it’s nuanced answers are, are very

[00:58:28.78] spk_2:
welcome. Well, it, it does depend and it depends on what you want to do and how you might want to structure it and, and honestly tolerance, risk, tolerance of your board and you know, of your team. So, um women’s Bean project is a 501 c three. A big reason for that is because we were founded in 1989. And if you wanted to do good, that was the choice, right? That’s all you had. Um Today, there are lots of different structures you could or opportunities, you could be a for profit company. Um and, and become a benefit corporation B Corp, you could be a subsidiary of a nonprofit. Um You could be an LLC, you know, there are just so many different ways. And so generally what I tell people is first figure out what you wanna do, then figure out what the corporate structure makes the most sense. What I will tell you is that I wouldn’t necessarily change our corporate structure because we’ve made it work for ourselves. Our, the way we have structured ourselves by having sort of everything under one roof. The huge job and the being job is that we’ve, what that’s done is that it has allowed us to have a mixed revenue, uh pie, so to speak. So, about 60% 60% of our operating budget comes from our product sales. What that does is it supports the business, it supports women’s time while they’re working in the business. And it’s, you know, gives us the ability by the beans and the flour and all those things and makes a small contribution to our program operations. And then we fundraise to SAPO program operations because again, when a woman is in a financial literacy class or working on a resume or even in job search looking for the next job we’re paying her still. So we fundraise to both support those classes but also to be able to pay her and, and because we’re 501 C three, we have the ability to do that. It also probably gives us a little bit of wiggle room in terms of our inefficiency. You know, I would, if we were, if, if all of our revenue had to come from our product sales, we would probably have to compromise the mission a little bit and hire fewer women because we have to run, you know, a business with much better margin than we currently do. Yeah, but I will also say that there are plenty of situations where the a board of a nonprofit, they might be interested in this idea of having revenue, that’s basically unrestricted revenue. But they don’t want to risk the larger organization or they do or they wanna just sort of run it on the side as sort of a separate entity and maybe not have it be a distraction within their main business, so to speak. There, there are risks in that as well though. I’ve seen lots of uh non profit big human services organizations that run social enterprises and they sort of treat them like the red headed step child and, and look at them like, what have you done for me lately? Little, you know, business. Why are you not contributing more when the reality is they’re kind of stifling the growth of that, that business? Um And, and perhaps, um you know, causing it to, you know, not prosper um

[00:58:55.69] spk_0:
like a mistaken, well, not only organization but just in, in culture, you think that the way board members and I guess the organization collectively thinks about its, its social enterprise as, you know, as, as uh the ugly step

[00:59:22.60] spk_2:
child. Yeah. And that’s the risk, right? If of creating a structure where you sort of set it off to the side, I mean, I understand that sometimes that’s done to avoid risk, but sometimes it creates more risk for the survival of the business one of the things I worry about having been in this field for a long time is that, you know, uh, we’ve now come to a point where social enterprise is kind of cool. It’s kind of come into its own. I joke that it’s like women’s bean project has been wearing a velour tracksuit for 30 years and now suddenly velour track suits are in. But, you know, so, yeah, exactly.

[00:59:49.52] spk_0:
Long enough they’ll come, they’ll come, my dozen bell bottom suit will come back.

[01:00:16.43] spk_2:
It turns out that’s happening for social enterprise. But what I worry is that organizations will start a business and do that and sort of cut it off at its knees and not even maybe recognize that and it won’t survive and then they’ll look back later and say, yeah, we tried that. It didn’t work. But I, I can tell you that if it’s not always because it’s a bad idea that it doesn’t, it could be because you just didn’t give it the opportunity to flourish. We in the nonprofit world are notoriously risk averse. That’s not a news flash to anybody. I know. And, and so the challenge is to be willing to take some risk and balance that risk. You know, it’s a risk reward ratio in the business and balance that risk a little bit. Um With um with what the benefit could be long term,

[01:00:44.61] spk_0:
You started to transition again. I love it the way you segue easily uh, lessons, you know, lessons learned things to look out, for things to be sure. You, you’ve considered, you’ve been doing this for 30, what, 32 years? 32

[01:03:17.35] spk_2:
years. Well, I, I often say we have 32 years worth of mistakes. We could totally help somebody else avoid and leave them free to make all their own mistakes. Um, you know, it’s, it’s, I would say the lessons learned are consistent with what I’ve been saying, which is you really do. Um If you want a social enterprise to survive, you really do have to embrace it as, as being a means through which you’re going to deliver on your mission and not set it on the side and say, well, you know, someday you’re gonna make me some money and I’ll be able to use that money to advance my mission. They have to be interwoven. Um So, you know, we don’t exist to make bean soup yet we can’t exist without it. And that idea that the two are inextricable um is the probably the most important thing. And the most important, honestly, lesson that I’ve seen, I, I watched a social enterprise um be formed out of an organism um that was providing initially providing the same service for free. And then they formed the social enterprise to monetize the service, but yet they kept offering the service. So they had this business and they kept offering the service for free. So yes, and um and then eventually decided that the social enterprise wasn’t working and the, the problem I thought, you know, it’s, it’s easy. Monday morning quarterback, admittedly, but um you know, was that they set it up to be, you know, be its own competition. So of course, it was, there was always going to be that tension and that conflict. You’ve got enough tension and conflict just trying to advance your mission and advance your business without setting yourself up for failure. So um you know, that’s another lesson which is be prepared for there to be tension between the business and the mission, but be okay with that because that’s part of what you’re doing is you’re, you’re trying to change the world by using market forces. Uh And you know, we are, we’re a country of consumers. So let’s take advantage of the fact that we are a country of consumers. Everybody needs to buy products and services. So what a great opportunity to um to to for lack of a better word, exploit that

[01:03:32.91] spk_0:
I love the way you say you’re working to change the world by using market forces. Um Alright. Any anything else you wanna, you wanna leave folks with anything that we didn’t talk about that you feel is is important. Anything I didn’t ask about,

[01:04:43.97] spk_2:
you know, I would say that the last thing would be that if you are thinking about um starting a social enterprise, start looking at other models and seeing what other groups are doing and especially if they’re localized, there’s, you know, there’s no reason to that, that you wouldn’t be able to learn from their mistakes. Um So, you know, we have, I’ve been asked often whether or not we would expand women’s bean project out of Denver across the country. What we have chosen instead is to be more open source where we look forward to sharing the things that we’ve learned. Because I think ultimately, if we want to lift up the whole field, not just, you know, a grand eyes, women’s bean project, that’s not our goal. Our goal really is to help other organizations create or prosper with their social enterprises, not just, you know, have us get bigger and bigger. There’s enough need to go around. What

[01:04:46.67] spk_0:
about social enterprise Alliance? Is that a resource for

[01:05:01.69] spk_2:
folks? It absolutely is. And that might be a great place to start to figure out what is out there. They have um Social enterprise Alliance has uh you know, members all over the country who are involved at various levels of social enterprise. So they might be running social enterprises that they might be consultants. So social enterprise, um if you need an attorney to talk with, for instance, about what your corporate structure might be, there are resources there. Um But the nice thing about that is if you’re in the initial stages of just doing research is a great place to start.

[01:05:31.38] spk_0:
Okay. Good value. You can have conversations with folks. You can, you can, it’s a good place to start your research and, and, and grow. If you decide to mean, you might start your research and decide it’s not really, you know, you can’t tolerate the risk or the tension. Uh It’s just something you don’t want to take on, but at least you do it, make that decision informed.

[01:06:43.52] spk_2:
Yeah, I always think that fear is not a reason not to do something, right? Like you can acknowledge the fear and sort of do the things that, that you need to do to um to try to overcome or, you know, address the fear. But um staying noticed something just because you’re afraid, it’s maybe not the best reason. Um And I think also, you know, we have a tendency to sit at the, at the starting line and try to anticipate all the problems we’re gonna have and, and I guarantee, first of all, we’ll be wrong about what problems we think we’re gonna have and, and whatever solution we decide is gonna not be appropriate for whatever problem you end up having. And so ultimately, you just gotta start and, and have faith that you have gathered the resources and the expertise enough that you can address the problems as they come up. But I think that that tends to be and in my experience just going to lots of, you know, speaking on lots of panels and talking with lots of organizations that are thinking about starting social enterprises is they, they often get stuck at that starting line and have a hard time pulling the trigger. Um The reality is it might not work. But think about, I, I think you learn more from failure than you do successful. A lot of times.

[01:08:06.92] spk_0:
Yeah. Too much ready aim, aim, aim and, and, and no firing. All right. Outstanding. Thank you, Tamara. Thank you very much. Thank you. My pleasure. Thanks for sharing. Thanks for sharing the women’s bean project story and and beyond. Uh Tomorrow Ryan Ceo women’s bean project. It’s at women’s bean project dot com. You want to look at their dried foods and other products, especially now around the holidays. And Tamara is at Tamara Ryan. Thanks so much Tamara. Next week, Rio Wang with Money Mindset. If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. Our creative producer is Claire Meyerhoff shows. Social media is by Susan Chavez. Mark Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation. Scotty B with me next week for nonprofit radio big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for January 9, 2023: Gene & Amy’s 2023 Outlook

 

Gene Takagi & Amy Sample WardGene & Amy’s 2023 Outlook

Our esteemed contributors, Gene Takagi and Amy Sample Ward, reveal what they’re thinking about for the New Year. We’re talking about Twitter, donor advised funds, fiscal sponsorship, and illegal activities. Gene comes to us from NEO Law Group, and Amy is CEO of NTEN.

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[00:02:06.02] spk_0:
Hello and welcome to Tony-Martignetti non profit radio big nonprofit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast, Happy New Year. I hope you enjoyed your time off. I hope you’re looking forward to our New year and I have more on that in in Tony’s take two. Oh, I’m glad you’re with me. I’d suffer with sal pendulum fractious if I had to hear that you missed this week’s show, Gene and Amy’s 2023 Outlook, our esteemed contributors, Gene Takagi and Amy sample Ward reveal what they’re thinking about for the new year. We’re talking about twitter donor advised funds fiscal sponsorship and illegal activities. Jean comes to us from neo law group and AMY is ceo of N 10 on Tony’s take to take in this new year. What a genuine pleasure to have both Gene Takagi and Amy sample Ward with me us together. Substantively, it’s not just 1/50 anniversary show. No, this is not the 650th show. This is not july of 2023 Gene and Amy are with us to talk substance together and cross talk as well, you know them, but they are esteemed contributors and they are do their proper introductions, jean is our legal contributor and managing attorney of neo the nonprofit and exempt organizations law group in san Francisco. He edits the wildly popular nonprofit law blog dot com and is a part time lecturer at Columbia University. The firm is at neo law group dot com and he’s at G. Tac. Welcome to the New Year’s show, Gene,

[00:02:13.49] spk_1:
thank you Tony great to be here and great to be here with AMY especially,

[00:02:34.00] spk_0:
absolutely yes, a genuine pleasure with AmY sample Ward, who is Ceo of N 10 and our technology and social media contributor, their most recent co authored book is the tech that comes next about equity and inclusiveness in technology development. They’re at AMy sample Ward dot org and at Amy R. S Ward, Amy, Happy New Year! Welcome to the New Year’s show.

[00:02:42.26] spk_2:
Thanks. It feels like maybe we’ll revisit the intro if you’re saying our twitter handles and then we’re about to talk about what’s happening over at twitter. But you know, that’s all part of what’s to come and

[00:02:54.58] spk_0:
absolutely could end up being uh, mastodon.

[00:02:58.61] spk_2:
We’ll

[00:03:08.98] spk_0:
see about that. Absolutely. All right. We, um, we are going to start with Gene, um, to talk about Gene, you’re concerned about some, some legislative potential changes around donor advised funds.

[00:04:09.26] spk_1:
Yeah, I mean, it’s the donor advised fund area is probably one that most of your listeners are kind of familiar with because they’re the fastest growing area of charitable giving over a trillion dollars now held by donor advised funds. And that is huge, growing much faster than private foundations. And, you know, they make up some of the biggest charity charities in the country, I think, Um, possibly half of the top 10 maybe, um, maybe don’t advise from sponsoring organizations and several of those associated with financial institutions. Um, so like a Fidelity or vanguard flop Goldman Sachs morgan Stanley. Um So, you know, there’s been some heat about, well are these really charities, are they charitable giving? And the answer is yes, they are charities, even though they are associated with financial institutions. But that heat has led up to people going, well, what is the money doing? What is that $1 trillion dollars doing in these donor advised funds? Are the and

[00:04:19.50] spk_0:
this has been percolating for years

[00:04:21.88] spk_1:
and this

[00:04:28.85] spk_0:
began on the Senate, the Senate Finance Committee. Uh It was one of the Senate committees. Uh this has been coming up for years around the money parked in donor advised funds and not getting to 501 C3 charities.

[00:04:40.03] spk_1:
Yeah, I think starting with Senator Grassley at the Senate Finance Committee chuck

[00:04:44.91] spk_0:
Grassley. Right? Yes. So

[00:04:52.91] spk_1:
it’s been people have been talking about it but don’t advise funds continue to go up on this exponential growth or where they just keep getting used more and more often. Oftentimes by, you know, some of the very, very ultra wealthy individuals and there’s some heat about that too, about why do we have so many ultra wealthy individuals who can control, you know what charities are doing, who can control our politics,

[00:05:11.74] spk_0:
but

[00:05:34.10] spk_1:
that’s all part of the same story. But because of that, you know, there’s been some pushback and some legislation suggested and now sponsored and introduced, well I should say introduced into Congress, but it’s not actually been a bit on a bill that has a formal sponsor that’s before anybody other than a committee right now looking at it. And that’s called the accelerating um, charitable efforts act or the Ace Act. And that’s up, uh, in front of some congressional members and a committee right now. And that has all these reforms to donor advised funds to

[00:05:51.98] spk_0:
help

[00:05:53.21] spk_1:
sort of mitigate some of those problems of the warehousing of wealth, um, and, and money not getting out to charities as quickly as some people would like. But there are some, you know, there are pros and cons to what all that involves, but it’s good for people to sort of be aware of it.

[00:06:09.19] spk_0:
Okay. Be paying attention to this. Um, now, when at least when I was in 6th and 7th grade, we used to learn that an act becomes a bill and a bill becomes law after it’s signed. But so thank you for making the distinction. Uh, all right. So, so this doesn’t have any sponsors yet there, it’s proposed like it’s, is it in a committee?

[00:07:51.29] spk_1:
It’s it’s in a committee right now. The chances are while I’m not a great prognosticator of what happens on Capitol Hill and I’m not, I’m not based in Washington. I will say what I’m hearing from people who are, is that it probably doesn’t have a good chance of passing right now. So it’s unlikely to see changes now, but this is a growing issue as you mentioned, tony that’s been percolating for, for years and just getting more and more attention. So provisions of the act, which is probably the overall is pretty complicated and we won’t go into the technicalities here that would bore your listeners, but it’s complicated. And for part of that reason there’s not sort of universal, like the nonprofit sector, all wants this to be passed? No, there’s like people on both sides of this issue. And because of that, I think, you know, um, prognosticators who are more informed to suggest that this probably won’t pass as is, are probably right, but there are aspects of it that could find their way in other bills. Um, so that’s sometimes how laws are passed. They don’t advise when laws passed through the pension protection act, not necessarily think those are related, but they can slip their way in. So just sort of pay attention to all of these, you know, movements around wealth and power and what that means to our, um, our charitable sector and how donor advised funds are being used. Something just to, to look at. And there are several organizations who are advocating on either side of this.

[00:08:38.91] spk_0:
Okay, cool, alright. We’ll pay attention to donor advised funds, uh, in terms of wealth and, uh, you know, 88 individuals, uh, controlling, or certainly heavily influencing the charitable priorities. That that’s for, uh, we’ll have to do that on another show. Um, fiscal sponsorship is uh is something else you want us to look out for? Just just define it you know in in its basics so that everybody has the common understanding that we’re starting with.

[00:09:32.42] spk_1:
So the issue with fiscal sponsorship while it is also growing very very quickly. Um And the nonprofit sector might be aware of it but sort of the outside world might not really know what that means. And generally what it means is that there are people who have a charitable project but don’t have a charity entity with 501 C. Three status to run it. They look for another group to either how’s it um or to give grants to their group which might be considered a taxable for profit Um If they don’t have five oh one C. Three status for some period of time and that’s how fiscal sponsorship can arise it can arise in different forms but because it’s not defined by law it’s done wrong all the time. So while it’s growing.

[00:09:57.32] spk_0:
What about new charities that don’t yet have their five oh one C. Three. Maybe they’ve applied so they’ve submitted their 10 23 to the I. R. S. But the process may take a long time can they also sometimes benefiting from fiscal sponsors. So they’ll they’ll get an established five oh one C. Three to make grants to them until they get their own 501 C. Three determination. Is that is that okay?

[00:10:53.65] spk_1:
Yeah, that’s a perfect use of a fiscal sponsor and fiscal sponsors can act as incubators, even if they’re not applying for five oh one C three status right away, even if it’s something they’d like to test out and say, is this a viable charitable idea? Um, So yes, fiscal sponsorship can absolutely run that way, but if it’s not structured properly, even if that is the well intended sort of purposes of everybody involved, if it’s not structured properly, you can get into trouble both as an organization, you can end up having a donor who gets denied a deduction. Um, you can get a foundation into trouble who finds it. So structuring these things properly is really important. So as this field advances and evolves and it’s been around in informal ways for, you know, many, many decades, um, as this field advances, we want, we would like to see sort of more sort of consistency in operating it in a lawful manner that doesn’t endanger anybody and really it helps everybody accomplish what they want to do charitably.

[00:11:58.73] spk_0:
What about the idea, I mean, if you are incubating an organization, let’s say it’s it’s a few people, it doesn’t really matter, but I’m just trying to take it out of the realm of just one person, I suppose you’re incubating uh an idea and you, the Community Foundation because they’ll often act as communities as fiscal sponsors. Community foundations. You think it’s a, it’s a bonafide non profit idea, but and you make grants to it, but it turns out not to be so they don’t get their five oh one C three determination positive. What what what happens then is is the is the Community Foundation liable at all? And what happens to the deductions that were granted to the to this nascent now, not now, not Uh not a 501 C3 entity.

[00:12:51.99] spk_1:
Yeah. So I don’t want to dive too deep into the weeds. But yes, if the Community Foundation is housing and incubating the project, it’s not the same project that is housed in this new entity that is applying for five oh one C three status, that’s going to be transferred over into the new entity once it gets its five oh one C three status. So the Community Foundation is running an illegal activity, which is maybe another two We can talk about, well then the community foundation would of course get into trouble. But if it’s a small part of what the community foundation does, which it probably would be right, it would be maybe like 1% or maybe even less than 1% of the foundation’s overall activities, that’s not gonna usually result in anything terrible unless they were doing very terrible things. Which is unlikely. Um But you know, it would be different. An incubator definitely has less risks and they’ve got all their insurance and you know, legal support and accounting support to make sure that it’s not running afoul while it’s housed in the Community Foundation,

[00:13:07.79] spk_0:
if

[00:13:44.00] spk_2:
I can say something, Gene, I think as I’m listening to this conversation and from Anton has been a fiscal sponsor for many different groups, um you know, you also don’t have to be pursuing C three status, it might the whole purpose of what you’re doing could be done, you know, like we’ve been a fiscal sponsor for a group that was going to hold an event once the event was over, they were all done, they weren’t there was nothing to pursue a C three registration for, you know, So just naming that there’s a few nuances in that in the in the timeline to that, it may not be that there’s ever AC three application and something shady happened, but also the thing is over, you know, there’s a lot of moving

[00:14:00.81] spk_0:
pieces we have and what did you look for uh if you do in deciding to sponsor?

[00:15:21.47] spk_2:
Well, folks approach us, we haven’t, you know, gone out saying we would love to be a fiscal sponsor, it’s because it’s not, you know, intent isn’t set up, there are organizations of course, so that’s like their mission is to fiscally sponsored organizations, um but when we have been approached and folks have asked if we can essentially like extend our organizational privilege to enable their work, um the things that we look for are if there’s any sort of document or organizing agreement for the people involved on the other side again because they might not be, they might not be trying to be an organization but we want there to be accountability that that we can come back to um that they understand how much money they’re likely to bring in and how they’re going to spend it and that and tens books aren’t going to end up with some $10,000. We can’t do something you know um That there’s really a plan for what’s coming in and what’s going out and that they understand the options that exist for either becoming on payroll with us not being on paper roll being a short term contractor because N 10 already has staff and eight different states. But what does that look like if we were bringing someone on for a longer term and they needed to be on payroll in a state we’re not in. So we just have those conversations with them. But we have a standard agreement for fiscal sponsorship that we send to folks when we’re having those relationships and you know, separate bank accounts separate P. And L. Like all of

[00:15:42.21] spk_0:
that.

[00:16:12.33] spk_1:
Let me add just one more thing that some sometimes it’s all about creating um what when some people would call a commons. So these projects never wanted to leave but they find the efficiency of centralizing kind of administrative and back office resources and fiscal sponsor takes care of your legal filings and your tax filings, your insurance. Um and multiple projects just want to stay there forever. Um, So that that’s a use of the fiscal sponsor, a perfectly acceptable use of the fiscal sponsor as well. As long as it’s structured properly, structuring properly would be maybe my main point in this is that oftentimes people think, oh, I’ve seen somebody else do it, let’s do it the same way that may not work that they may be using the wrong example. So the national network of fiscal sponsor. Um, and then they’ve got a good sort of model of how this can be done properly.

[00:16:42.00] spk_0:
They have a book too, don’t they? Gene

[00:16:44.17] spk_1:
the book is actually from Greg Colvin and Stephanie Pettitt called fiscal sponsorship. Six ways to do it. Right. And it’s, I believe the only book out there, um, and it’s really good and not terribly expensive. So if you’re a fiscal sponsor and you’re not quite sure about what you’re doing by that

[00:17:06.18] spk_0:
Book. Okay, fiscal sponsorship six ways to do it. Right. Very aptly named book like it. Okay. Um, yeah. And there are also implications for the donors, right? If this is if it’s not created and implemented correctly. Gene the can the donors get like their charitable deduction clawed back or something like that.

[00:17:22.18] spk_1:
Yeah, they could get it denied by the I. R. S. Because if the donor directs their donation to an entity that’s not a charity. So if they’re telling the fiscal sponsor you must give this money to this project that’s a separate

[00:17:36.40] spk_0:
entity, well

[00:17:38.20] spk_1:
with a different bank account, the donor doesn’t get a deduction. Fiscal sponsor may have been aiding and abetting tax fraud. So problems there. So they’ve got to be careful

[00:17:56.72] spk_0:
okay for your donors too. All right. And on the on the illegal activity side. What what what what’s your what are your concerns there?

[00:18:00.97] spk_1:
So um as a lawyer, of course any illegal activities are concerned. But well

[00:18:06.94] spk_0:
there’s illegal and there’s there’s illegal

[00:18:15.82] spk_1:
actually that’s a really good point. So one of the things that the I. R. S. Looks at is like are you a 51 C. Three organization if you’re conducting illegal activities And they use the question that you asked basically tony There’s illegal and there’s illegal. So if you are engaging in you know civil disobedience to a small extent to advocate, you’re perfectly appropriate charitable purpose and mission. You’re probably not gonna expose your Five oh one C. Three status to to being revoked for that reason. If you’re committing a little bit of bank robbery. Well

[00:18:45.27] spk_0:
that’s

[00:18:45.62] spk_1:
probably gonna get you out of the 501 C. Three status. Right,

[00:18:49.64] spk_0:
Do it right. I mean why why do anything financially fraudulent for like $1,500.

[00:18:55.49] spk_2:
Right? There’s not a little bit of bank robbery like I want the whole safe or not. You know

[00:19:07.22] spk_0:
I mean if I’m gonna if I’m gonna compromise our reputation and risk myself being in prison. I mean, I’m doing this for at least a million and a half or something. You know, I mean, let’s make some decent money out of it, for Pete’s sake. I’m not risking everything for 50,000

[00:19:14.25] spk_2:
dollars. I want the gold bars while I want everything. You know,

[00:19:18.41] spk_0:
right, here’s

[00:19:19.60] spk_1:
how about this?

[00:19:22.79] spk_0:
Let’s go all in. I mean,

[00:19:31.21] spk_1:
The lawyer will say we are all in terms of how much money we’re gonna steal, but 99% of our staff time is spent on real stuff.

[00:19:33.03] spk_0:
It’s only one

[00:19:33.82] spk_1:
of our time I had spent on. It

[00:19:55.44] spk_0:
was, it was a tiny percentage of my time. I mean, it was just a few phone calls, a couple of texts. I mean, some some signal messages. I mean, you know, it was like a half an hour and you know, and then we executed. So it’s such a small percentage of my time. Really, why are we even bothering with this? All

[00:21:07.47] spk_1:
right. Exactly. So that’s the, there’s illegal and there’s illegal, exactly. As you framed it. Um, but I think now, why, why the illegality doctrine, as lawyers like to call it, is trending a little bit, is because we have some things that are considered illegal. That’s something that some states or jurisdictions are saying, well, no, that’s not illegal. And just sort of an example is cannabis, cannabis could be legal in some states, it could be legal for medical purposes in some states? It’s illegal for recreational purposes in other states, it’s illegal and federally it’s illegal, right? So that creates just all these weird dynamics, Can we have a five oh one C three organization where we’re cannabis dispensary for medical purposes, we’re doing it for charitable purposes. Can we do that? And the answer there is kind of know right now, if it breaks federal law, if that is the purpose of the organization and so now we’re not talking about activities now, but if that’s the purpose of the organization is to break federal law, then you can’t get five oh one C. Three status and you can’t if you have five oh one C. Three status and you change your mission, you can’t keep it. So something to look at in terms of cannabis organizations,

[00:21:12.39] spk_0:
even if it’s legal, even if it’s legal in your state,

[00:21:15.23] spk_1:
Right? Because 501 C3 status is a federal tax exempt status. So

[00:21:21.42] spk_0:
that could change

[00:21:53.07] spk_2:
and that’s for the mission of the organization. But what about or a national organization based in D. C. Because they’re a big HQ, they have their annual event in Oregon and the gala where in Oregon, cannabis is is completely legalized for recreation etcetera. And, you know, the silent auction table has like a cannabis care package is they’re they’re registered in D. C. The event is in Oregon. What’s what are the layers there?

[00:23:57.52] spk_1:
So the activities may be judged by what particular state they’re in. Although the sale of cannabis would always be sort of FDA sort of under FDA rules as well. Right? So you could always get charged with a federal crime on that, which is always the tough part. But just from The federal tax exemption standpoint, it’s kind of again fits activities if it’s doing it as an activity, that’s one thing where is it illegal? You know, little bit illegal maybe, and probably not going to really enforce or try to take away 51C3 status because of one event in Oregon where it’s legal under state law. But if that’s your purpose is to to say, hey, we don’t care what the federal law is. This is what our purposes which is contrary to federal law that can get you in trouble. So that’s the cannabis thing. But the study of cannabis or the study of psychedelics, certain psychedelics that might become approved federally and tony as you were saying cannabis could change as well. Um the study of it or the policy around it, that might be a perfect vibe. One C three purpose, either in the scientific realm or the charitable or educational realm, but a little bit of gray area in all of this. But I did wanna introduce one more area of illegality. Um and that is regarding abortion because that is another really hot topic since the jobs decision by the Supreme Court, right? So that allows basically the states to decide whether abortion is legal or not. And some states are really um strict about what they think would be illegal around abortion. So funding people to get an abortion, which what a charity might do, they might not perform the abortion, but they might provide funding and sometimes it’s just funding to their own employees to be able to access abortion in a state that allows it Um that can be illegal under state law as well. So now how does the fight, you know, that affect the 501 status

[00:24:09.39] spk_0:
even just funding an employee making an employee benefit? I

[00:24:39.22] spk_1:
think a law firm in texas, this varies amongst different states. tony so texas is one that’s been um pretty tough and in my opinion just terrible about um the laws that they’ve used and some of these laws go back decades. They’re they’re old laws that they were ruled unconstitutional before, but now after the Dobbs decision there sprung back into life. Um and so yeah, even funding employees to be able to access abortion clinics in other states could be illegal under those states. And

[00:25:50.42] spk_2:
yeah, after jobs, you know, there was like this wave of companies, especially for profit companies, but I’m sure nonprofits did it too, you know, saying like trying to I think in the spirit of of making clear their values, but clearly not thinking about the practicalities, You know, making these announcements, we will always fund our staff having access to this health care. You know, even if you have to travel or whatever. But like to to jean’s point the that isn’t very straightforward. It could if it’s known explicitly that that’s what you’re funding. It could be illegal if you’re an organization in texas, but also it requires disclosure that’s already making vulnerable a vulnerable staff person write a reimbursement which a number of folks we’ve seen say policies for reimbursement of travel. Well now there’s like a paper trail of where you went and and how much it cost and you know, like instead thinking about policies that say there may be harder things happening. We’re increasing your health benefit by this, you know, percentage of dollars just in, you know, like we have to think about the actual users here and not just the value statement where we think we’re making as an organization, you know,

[00:27:23.63] spk_0:
interesting point too about the paper trail because uh, texas again is one state where people who aid in a bet abortion can be can be sued, I think right? Or it could be right, It could be sued. So, so if there’s that paper trail that Amy’s talking about that mentions where the person went and maybe what relative may have helped them or you know that those those documents that that evidence could all be used when if if somebody nefarious inside the organization wants to wants to get some people in trouble. You know that that evidence could all be used against them. Yeah. All right. Well yeah I know well intentioned but maybe not so well thought out. But it’s it’s hard when when something so so disastrous happens. You know people want to rush to the aid like you know just like individuals who give to tsunami victims and hurricanes. You know like employers and C. E. O. S. Want to rush to the aid of their employees when they feel that there’s a uh something grievous happening to them potentially. It’s hard

[00:29:12.60] spk_1:
and I want to say we haven’t heard the last on this. These laws are going to be changed and challenged for years but right now we’re not in a very good place but wrapping it back into a five oh one C. Three package um Can the I. R. S. Take away your tax exemption because you do some of these things and then we get back to your, well is it an activity that’s illegal or is it really illegal? And um my feeling is that the I. R. S. Is not going to judge on the violation of state law unless the state has actually made that determination by a court ruling. So you can’t you might be able to pursue somebody and say well you know they violated the state law but if there’s no court ruling that says that the I. R. S. Is not an arbitrary of whether somebody has broken state law or not. So they will not take away five oh one C. Three status for just a complaint that somebody is violating these rules even though actually that might be the case. Um And nobody is not you know admitting that that’s not true. But the I. R. S. Is probably gonna want to lay low on the whole abortion topic is my feeling about it. But the illegality doctrine and there’s a similar doctrine called the public policy doctrine which was first introduced for racially discrimination which was federally allowed right And bob jones University used that as you know admission criteria or other sort of policy criteria. The I. R. S. Said no we’re going to take away your tax exemption for that even though it wasn’t inconsistent with law but it broke federal public policy. So there’s a related doctrine illegality that’s a sort of violation of public policy. But these are all things that charities just start to need to know and think about because one day it may pop up right in their neighborhood and they’ll be thinking about maybe we should have advocated a little bit harder in advance of that and try to make a difference,

[00:32:10.21] spk_0:
interesting. Um Contrast between the two examples we’re talking about cannabis having been illegal all along and now slowly becoming legal and abortion. Having been legal for the past 50 years now slowly becoming illegal. All right jean. Thank you very much. Love it. It’s time for Tony’s take to taking your new year. Welcome to your new year. I am always optimistic at the beginning of a new year. I cannot help it. It doesn’t matter if we’re in a pandemic or an economic recession in 2009. I’m always optimistic at the beginning of a new year. It’s in my d. n. a. So it’s a year of opportunity. If 2023 was terrific for you and I’m talking personally and professionally, if it was a bountiful year, it was a successful year for you. However, you define that. Congratulations. I’m very happy for you. I’m glad that your 2022 was what you wanted it to be outstanding. If you’re 2022 wasn’t if it was something less than you would have liked again, personally and professionally, Don’t let that hold you back for the new year. Your past doesn’t define your future. Your 2022 doesn’t constrain what you can do in 2023, literally each day, week month, you’ve got the whole year of opportunities, new chances to excel. So don’t let the past hold you back. If your last year wasn’t up to what you would like it to have been. You’ve got a whole new year of opportunities. Welcome to your 2023. Take it in embrace it. That is Tony’s take two. We’ve got boo koo, but loads more time for gene and Amy’s 2023 outlook with Gene and Amy Amy twitter. What the hell?

[00:32:12.79] spk_2:
What

[00:32:32.70] spk_0:
the hell? Yeah. Well immoral, immoral and unethical. To begin with the new ceo Elon musk. But uh, what the hell do we do with our, with our twitter accounts and we all three of us here have won. Nearly every nonprofit let’s assume has won. What we, we sort of have a sense of the landscape. What what, what’s your advice?

[00:33:24.47] spk_2:
I think to, to sum up my feelings. I would say like down with twitter and long live the internet. But what that means to me is a lot longer. You know, I think The decision about whether your organization should use Twitter or not is the same today as it has been every day since 2007 or whatever when I launched right? Like there’s always been, I think the need to consider if a tool you’re using that is not yours, you don’t get to own it. It is always permanently gonna be someone else’s tool, right? You’re just a visitor there. If it’s values match your expectations. If the community is there like all those same questions that we’ve talked about for years

[00:33:28.67] spk_0:
are still the same

[00:35:56.59] spk_2:
questions, you know, But I think what happens is organizations hopefully do ask those questions when they join something and then it’s like a closed discussion. And what I would love to see is that organizations re ask those questions every day on these platforms, right? Um, I would love to say the conversation isn’t about Elon musk because I would like to never have a conversation about. However, he’s really making the conversation about him by taking up a lot of the space and making the decisions right? Um, even today suspending the account that was like a bot that just posted when his jet went places and now that’s been suspended. You know, it’s like, okay, there’s just so much going on there. The issue to me isn’t, what has Elon tweeted or what has he done and more? Is it a platform that has the capacity to be safe for your users in your organization? Well not if every single member of those safety teams has been fired. Right. Um, is it a platform that’s going to be reliable because maybe you’re using it to communicate in real time situations, updates, et cetera? Maybe not When the again teams that support the reliability and uptime of the tool have been fired. So if it is meeting your needs, if your community is still really active there, if it feels like it’s a good fit, I’m not gonna say empirically, there’s only one answer to using any tool. Is it a tool that intent is using anymore? No, it doesn’t meet either the reliability or the values piece that we expect. We’ve seen tons of community members. Um, board members organizations, you know, post their last tweet and some of them, it’s like a very sad goodbye. And for others, it’s find me on linkedin, here’s, here’s my profile, right? Um, and for others, the last tweet didn’t even know that it was the last tweet. It just was the last tweet and then there weren’t, weren’t anymore, You know, it wasn’t a sign off, it just kind of ended. Um, but I’ll say all that and pause and then and and hear your thoughts.

[00:36:38.40] spk_0:
So what, you know, the concerns about safety reliability, these teams having been fired. Um, what about just taking a wait and see what might replace them? I mean, it’s still, we still are now january while we’re like two months into his 2.5 months or so into his ownership. Um, Should we, should we wait? Well, and I should say we’re recording in mid december. So it may not even, it may emerge by the time this comes out in early january. Um, should we, should we wait and see what

[00:37:59.71] spk_2:
was, I think something to think about is that there is no clear timeline for what wait and see means there, there has not been a, we’ve fired all of these teams that provide the reliability of the tool and the safety of the tool or at least the illusion of safety of the tool. Um, and we’ll be hiring for those teams on x date, that’s not been the process, right? So, um, that’s not to say posting your last tweet includes deactivating your account and leaving and everything right. It could just be Maybe you stop using it. Um it could be like in 10 has done, we don’t put money into the tool so we don’t buy ads, we don’t promote things right? So we’re not investing in what it is and the accounts open, we still have a notification set so that if a community member chooses to like tweet at us and say hey how come I can’t find this about the conference, we still see it and could provide that customer service, right? Um but it’s not a place that we are spending our time spending our dollars spending our energy even if you could still find the antenna count right? Um And I think that’s a place that for us feels like we haven’t walked away from the community or whatever parts of the community are still on the platform but we have made clear our stance is that this is not a place that feels worthy of that investment right?

[00:38:20.11] spk_0:
What have you done personally with at Amy R. S. Ward?

[00:40:22.50] spk_2:
I already used twitter so inconsistently like there’s one day where I just see five things and I’m like like in everybody’s tweets and replying to people and then I like accidentally go five weeks without tweeting just because I you know I wasn’t I wasn’t logged in or I wasn’t looking at things. Um I don’t know that I have tweeted recently, I don’t have, I don’t have even in my tab purgatory of my two screens, I do not have twitter open anywhere um I think the place, it’s really interesting. The place that twitter started out for me is kind of where it has returned to of very hyperlocal like there’s so many Portland’s folks that I don’t otherwise see because I never leave my house or you know they don’t work in nonprofit text so I wouldn’t otherwise connect with them but there I could still see them on twitter, I think that’s a place where it started out and I still want to know what the replacement is. Of course I’ve had lots of calm conversations with folks who are like well where should we go and we can talk about that but I also would encourage organizations to remember that you probably are already in more places than just twitter. You know, you probably do already have a linkedin page or if not pretty easy because your employees probably have linkedin profiles and you know, set up some space there um and most importantly, out of all of this again, you and I have talked about this but I really want to make clear in the midst of this kind of twitter, what is social media anymore conversation that you never owned any of that data, you never owned those pages, you never own those profiles, you never got to control them, you do control your website, you do control your email list, make sure that you are building up that list. That you are communicating with people directly in channels that you can directly um, message to because that’s no matter what happens, twitter returns and is a place of Utopia, you still won’t own it, right. And you will own your list and you will own your website and making sure that you’re, you’re really thinking about spending your time and money and staff time in those places. That’s

[00:40:52.33] spk_0:
really valuable. Basic but valuable reminder to cherish and build on what, what you do own your your site, your list. Yeah,

[00:41:01.38] spk_1:
I think there’s, you know, some difficult equity considerations in in twitter’s value um as well. So beyond what the owner who is also the only board member, uh,

[00:41:09.93] spk_2:
that’s the best practice, Right?

[00:42:24.32] spk_1:
Uh, so beyond beyond him, uh, there’s the consideration of, well, where are the folks you are serving? Where are they at? Is there a virtual town square where they’re at? Because many, maybe on twitter and they may still be there and for you to give them messaging, that might still be important. So I’m not, I’m still on twitter and conflicted about it, but I don’t want to be judgmental about charities that decide to stay on twitter because that may be still a really important way for them to reach out to their audiences. Um and for the audiences, I don’t want to be judgmental of them either because there are a lot of people who are not privileged to be able to access a lot of other technology and other platforms. They might, you know, find twitter super easy and you know that’s what they have and I’m not yet willing to say we’re just going to leave twitter to become this, you know, white heterosexual male dominated platform and Ellen and his bros can do whatever they want with that without any pushback from other perspectives there,

[00:44:15.41] spk_2:
I hope Tony Let’s make a 2023 resolution that gene and I get to do more shows together um because it brings up such a good just hearing you share that Gina and I agree with everything. Um as always let the record reflect, I always agree with Jean and I am always doing legal activity. Um is, is the version of this from a few years ago about facebook, right. And there’s some really unique and important differences between the twitter options available just like because of how the platform works versus facebook, you know, twitter is public by default. You don’t have to have a twitter account to go see what an organization had been tweeting about. Here’s some information right versus facebook which is very like within the world of facebook um the data trail that that creates is very different right? Organizations could say despite the hellscape we’re staying in twitter and we are to loop back to the previous conversation, um, an abortion fund and we are going to make sure that we are sharing information. No one has to interact. No one has to like ask us for it. But we’re putting this information out right in a place where people maybe find it in a search on facebook doing that or saying here’s our upcoming fundraiser to raise funds for abortion funds. Everyone who RSVPs for that event and has a texas address, has just created a data trail that is likely very problematic for them, Right? And the organization maybe didn’t even understand that’s what is happening, Right? So they are very different platforms, very different ethical dilemmas for sure. Um, but but what they mean for you as an organization staying there and what kinds of compromises you might be creating for already vulnerable communities are very different because they are just very different platforms, right? That operate differently.

[00:45:09.04] spk_0:
If we if we should decide to go elsewhere. Uh, let’s let’s talk about And you well, you mentioned, you may want to put on twitter that you can now find us on, we’re gonna talk about mastodon and uh, there’s another one post. Um, but you may want to just alert folks that your activity has moved, you know, over or or like you said, find us on linkedin or you know, we’re very we’re still very active on facebook. You know, instagram maybe, you know, maybe our channel. You know, whatever you want to I think you want to let folks know what you’ve decided without just disappearing. Mm

[00:45:14.16] spk_2:
hmm

[00:45:14.93] spk_0:
And

[00:45:16.37] spk_2:
like you probably should have those links on your website. So have updating your bio to say,

[00:45:22.54] spk_0:
you

[00:45:54.15] spk_2:
know, visit our website and find the channel that works for you or something. You know, you don’t have to um, you don’t have to write that farewell letter As in last tweet with every link to every site. Right? But making sure that you do think about what a user is going to see if they do try to look you up and have the bio be updated or whatever. Um there there are a lot of folks talking about mastered on host, these other platforms. I’m, I have accounts on them. You are welcome to find me. I’m not posting a bunch there or anything but you know me, I like to just see how tools developed. So I’ve had accounts on both of those and um,

[00:46:06.02] spk_0:
you’re more, you’re more altruistic than I am. You like to see how the, how the, how the platform develops. I just want to grab the name tony-martignetti

[00:46:15.28] spk_2:
before for

[00:46:22.96] spk_0:
somebody else who’s been on my show. I’ve had tony-martignetti other, another tony-martignetti on my show. Um, he never had me on his show come to think of it.

[00:46:25.18] spk_2:
Well there is as of today no other amy sample ward. So there’s only 1 20

[00:46:31.88] spk_0:
but but I’m not posting, but I wanted to grab the grab the real estate but I did it for more selfish reasons you

[00:46:38.05] spk_2:
did altruistic.

[00:46:39.81] spk_0:
I

[00:49:20.47] spk_2:
mean I think that um as is true with a lot of social media platforms that have been uh financed by and developed by the privileged communities of tech development, that’s who’s mostly on those platforms already right? Even though they’re very different mastodon is, you know, kind of like what’s the open source values, whatever. I haven’t seen a lot of that and and post trying to be more about like what are you really thinking and like content focused mostly screenshots of tweets so it feels a little um, a little, a little bit of whiplash but I wouldn’t say that it’s bad if you are like tony and you were like, but there’s so many organizations with our acronym like we want the the handle go for it but don’t go fill the account with content as if you are present there, just just sit on the handle, you know, because once you have a complete profile, Well now it looks like you are trying to post there and people don’t know how to interact right, just hold, it reserve it in your name, put the password in last past, you know, but but don’t, don’t um like I’ve always said and 10 doesn’t have an account on these platforms even though I just said that I do and a number of staff do because you aren’t going to use individual first platform as an organization. Well, if you haven’t been an individual first um, to actually know how it works. What’s the ins and outs of this tool? What are the norms? Um, mastodon works a little bit differently than folks may have experienced um, where you are in order to even create an account, you have to pick kind of what, what server you want to be associated with that changes what name it changes your default kind of news feed. Um, so there are a lot of things that you aren’t going to know out of the box for your organizational profile, you’re gonna need to play with it. And they’re, all these tools are developing a lot faster as they see hundreds of thousands of new users, you know. Um and I think again, back to the values point, they are also experiencing the challenges of lots of users write posts. Said that it only took six days before they had to take swastikas down. So what is it, what are the, what are the platforms doing, what are the values there? How are they moderating or managing content safety users before you say, oh yeah, let’s have our organization profile there.

[00:50:14.09] spk_0:
I did see uh a nonprofit power user and and very popular person, of course Beth Kanter, uh she’s active on mastodon. She didn’t just, she didn’t just take an account, but she’s actively moved there. Um, posting lists of other nonprofit folks to to follow that, you know, that she follows, so that another, another drop another name, J Frost, I see he’s there. Um so I mean that’s just, that’s just two people uh but beth in particular happens to have many hundreds of thousands of followers or had on on twitter. Um so it’s, it’s pretty monumental decision to believe that kind of um that kind of largeness and, and go to something where you know, you’re now, you now you now have zero followers on on day on day one. So that’s a significant decision. Um so I’ve seen and there’s some other folks too, but those, those, those are the ones that come to mind that, that have made the move there and and are active and actively encouraging others to

[00:50:38.88] spk_2:
come,

[00:50:41.86] spk_0:
you

[00:50:42.71] spk_2:
know, and I, and I think not to put Gene on the spot, I know this isn’t what you were prepared to talk about, but

[00:50:49.29] spk_0:
I

[00:51:51.18] spk_2:
think we saw this with facebook and you know, facebook had its own rules about how they would kind of pursue this. But these new, these new platforms will have to have their rules too. And that is organizations who don’t necessarily have a registered trademark but are very clearly like the United Way of Portland or something, you know, and then somebody went on there and created that account already, right? And is trying to sit on it, twitter has experienced, you know, people sitting on the accounts and then um people needing to have access to them and saying that’s actually my name or my organization’s name or you know people that sit on the U. R. L. S. Of like World War three. Oh now there is one, we need that U. R. L. You know whatever um so that that will there there will have to be a course whatever that course maybe for resolution on that. I also I just don’t want people leaving the conversation feeling like they need to spend the next two hours finding these platforms requesting an account and trying to sit on their organization’s name themselves. Like if you want to you can but don’t feel that’s not the takeaway here.

[00:51:56.72] spk_0:
Yeah, don’t do it, don’t do what tony-martignetti did or

[00:51:59.98] spk_2:
just don’t feel obligated that you have

[00:52:01.69] spk_0:
to,

[00:52:03.61] spk_1:
I’m sitting on a post account tony and I’m active on mastodon uh as well. So yeah I I think it’s going to be a tricky thing but for organizations, if you do find somebody using your name, you may want to bring it up and challenge that you talk to a lawyer about that, especially if they’re putting anything in that misrepresents your organization, if they’re acting like they’re spoofing your organization and putting out some content that’s not true or bad for you, make sure you put a stop to that

[00:52:34.39] spk_0:
I guess there are people who would do that and just hope to make some money at it Like

[00:52:40.35] spk_2:
there’s definitely money to be made. You

[00:52:44.04] spk_0:
know, if I get the ford motor company or Tesla or something, you know, I’ll be happy to sell it to you for $150,000 or well a million and a half seems to be my price. So

[00:53:08.96] spk_2:
I mean we see that with U. R. L. S already right. People just buy lots of U. R. L. S. Waiting for somebody to create a product called like the or uh, the oreo slushy. Great. Now we invented it. We need to buy that U. R. L. From you, you know? All

[00:53:09.20] spk_0:
right.

[00:53:10.19] spk_2:
We’re all in the wrong business. Let’s just go buy a bunch of

[00:53:29.93] spk_0:
alright, um, amy anything more? We should talk about mastodon. Oh, I did want to just clarify for folks because you mentioned mastodon, you have to select a server. It’s really just to me it’s a community. sure, but there are only about 10 of them. It’s not like there’s a knitting community and a and a rock climbing and a soccer, you know, it’s not like that. Not yet. But I don’t

[00:53:39.52] spk_2:
want to use the word community and have folks get to that first page and see the word server and have no idea where the word, you know, But yes, you’re right. You are, you’re kind of choosing the space. That’s your entry point into the world of mastodon

[00:53:57.09] spk_0:
And there is one with a social good label to it. So Beth Kanter is at Beth Kanter dot Social Good something.

[00:54:03.76] spk_2:
It’s

[00:54:04.20] spk_0:
like you said it it affects your

[00:54:06.10] spk_2:
your name

[00:54:06.92] spk_0:
affects your screen name, your your handle your I. D. Yeah.

[00:54:57.74] spk_2:
Um I the only last thing that I’ll add in our final minutes here is a very long time ago, people have been like O G listeners um you know, we used to say, well how would you know what social channels your users are on And you know, we’ve talked about having in your own website for your user profiles or in donation uh forms wherever you might be getting feedback from folks now that they have to put their U R. L. In, but just a checkbox like Oh yeah, we do. You I have a facebook account, an instagram account and whatever, you know, whatever it might be. Um make this is an opportunity to go check those lists and say maybe we should add mastodon on or maybe we should add post or we should update what options were actually providing. So so that you could notice, oh, there are a lot more people now here. Maybe it’s worth us looking at that platform. Right. So if you’re doing some year end data cleaning, look at your at your profile forms or your feedback forms where you might say, what tool, you know, what are their channels are you on and add some more of these newer tools.

[00:55:20.84] spk_0:
Amy sample ward Ceo of N 10 for the time being. She’s at

[00:55:26.18] spk_2:
they

[00:55:45.50] spk_0:
are at amy R. S Ward and Gene Takagi, principal attorney at the neo nonprofit and exempt organizations law group for the time being at g tech, but also you’ll find him on mastodon and post amy. Thank you jean, thank you very much.

[00:55:47.74] spk_2:
Thanks so much. tony I really do want to do shows together with jean.

[00:55:51.47] spk_0:
No, I concur yes, that’s uh that’s a good idea. Well let’s make sure we do another couple of these this year.

[00:55:57.73] spk_2:
Perfect,

[00:56:27.95] spk_0:
alright and again, happy new year. Next week. Erica mills Barnhart on common communications conundrums. If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. Our creative producer is Claire Meyerhoff shows social media, is by Susan Chavez. Marc Silverman is our web guy and this music is by scott stein, Thank you for that. Affirmation Scotty B with me next week for nonprofit radio big nonprofit ideas for the other 95%. Go out and be great.

Nonprofit Radio for November 28, 2022: Thought Leadership & Content Strategy

 

Peter Panepento & Antionette KerrThought Leadership
Peter Panapento and Antionette Kerr co-authored the book, “Modern Media Relations for Nonprofits.” They share their insights on how to build relationships with journalists so you get heard as the thought leader you are. Plus, other media strategies, like crisis communications. This was part of our coverage of the 2020 Nonprofit Technology Conference.

 

 

 

 

Valerie Johnson & Katie GreenContent Strategy
Now that you’re an established thought leader, you need to produce multichannel content that’s relevant. Also engaging, actionable, user friendly and SEO friendly. Also from 20NTC, Valerie Johnson from Pathways to Housing PA and Katie Green with The Trevor Project show you how.

 

 

 

 

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[00:02:38.49] spk_0:
Hello and welcome to Tony-Martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. I hope you enjoyed your thanksgiving. I hope you enjoyed the company of family friends, time for yourself as well. Lots of lots of good thanksgiving holiday wishes, I hope you enjoyed very much and I’m glad you’re with me. I’d be forced to endure the pain of epidermal Asus below psA if you gave me the blistering news that you missed this week’s show. Thought leadership, Peter Pan a pinto and Antoinette car co authored the book modern media relations for nonprofits. They share their insights on how to build relationships with journalists so you get heard as the thought leader you are plus other media strategies like crisis communications. This was part of our coverage of the 2020 non profit technology conference and content strategy. Now that you’re an established thought leader, you need to produce multi channel content that’s relevant, also engaging actionable user friendly and S. E. O friendly. Also from 20 N. T. C. Valerie johnson from pathways to housing P A. And Katie Green with the Trevor project. Show you how Antonis take two. I’m still wishing you well. We are sponsored by Turn to communications pr and content for nonprofits your story is their mission turn hyphen two dot C. O here is thought leadership with me now are Peter pan a pinto and Antoinette car. Peter is philanthropic practice leader at turn two communications, Antoinette is part of the leadership team of women advance and ceo of bold and bright media. They are the co authors of the book Modern media relations for nonprofits. Peter Antoinette welcome. Yes. I’m glad we could work this out among the three of us. Thank you. And uh, it’s good to know that you reach well and safe in your respective locations. Okay.

[00:02:39.44] spk_1:
Thank you. Yes.

[00:02:51.33] spk_0:
Okay. I, yes, I see. No one within six ft of you. That’s good. Even though you are home, we’re talking about thought leadership and media. Let’s, uh, let’s start with you Internet. We can, we can use our leverage thought leadership and use the media to, uh, to influence those who are engaged with us, our constituents and even influence policy.

[00:04:02.66] spk_2:
So the media needs experts and non profits are on the ground there doing the work and they are the perfect folks to be experts in this conversation um, in particular and emergency Peter non talks about earlier about crisis communications and in a lot of situations the media scrambling looking for experts. If you have established yourself as a thought leader, which is what you should aspire to do. I know that turn to does the work in helping people to kind of establish themselves with the thought leader in this conversation. But right now we need people with good information and who can provide great stories for example and nonprofits can do that and they can do that work. And that’s why the thought leadership conversations important. Most nonprofits don’t see themselves needing to do that. It’s not the first thing we think about, we think about fundraising, right? Um, but not necessarily media friend raising. And so now is the time that you want to have those relationships and be considered as a thought leader.

[00:04:18.59] spk_0:
Because when there’s news that relates to your mission, um, your call is more likely to be taken, your email is more likely be answered. If there’s that pre existing relationship you mentioned. But if if everybody in the sector is calling all the, all the media blindly, then it’s just sort of a crapshoot whether they answer you or not or

[00:05:38.32] spk_2:
if you think about the media needing like, you know, going to a crisis example, like the media needing a source or an expert And they don’t want to quote the same person that’s, you know, something that I’ve learned from my media background and training. I’ve been working as a journalist since 1995. And you know, one thing that my editors say, you know, don’t quote the same person, don’t quote the same organization. So in a crisis people will call big box non profit sometimes. Um, and they’ll just see them as being the experts for a conversation. And that’s why establishing yourself as a thought leader is so important. So someone can say, you know, I’m a unique voice about this. We have an example in our book modern media relations where um, someone who an organization that worked with Children and families involved in domestic violence became very important in the conversation when a professional athlete in in Georgia was convicted of family violence and all of a sudden that person was called upon to be on radio shows and talk shows and they became a thought leader. But they done the work to position themselves as an expert. And so I know Peter you, I know you have some examples as well, but we just kind of dived in there and and didn’t talk about the whole broad concept about leadership.

[00:06:04.05] spk_0:
Well, all right, well, um peter, I was gonna ask you, how do we start to build these relationships? Um you wanna do you want to back up what thought leadership is?

[00:08:02.93] spk_1:
Sure, I’ll start with thought leadership defined and that and that’s really um the process of establishing one’s expertise in a in a specific area and and and doing it in a way where they are recognized beyond their own organization, in their own kind of immediate networks, as a, as an expert as a thought leader. Somebody who is driving the conversation and really really helping people better understand a key issue or a topic. So for a nonprofit or a foundation, a thought leader might be your ceo um who or executive director, somebody who um is at the front lines uh and and kind of is in a in a position where they um not only have expertise but they have some authority and being able to talk with some gravitas about a topic, um but um in order to kind of establish your credentials there um and get recognized, you have to do some legwork beyond just having that expertise. You have to be um you have to be comfortable talking about that topic. You have to um you have to spend some time kind of building the relationships and the and the and the the larger credibility that you are, somebody who has something interesting to say and the expertise to back it up. Um and the more you do that, and you can do that not just through the media, but through your own channels and through speaking at conferences and and all kinds of other things. Um the more you do that, the more you kind of become uh somebody who is recognized and is called upon to weigh in on important topics or or when news events call for it or in a situation like what, where we are now with with the covid 19 response, Somebody who can kind of come in and bring a voice of reason and perspective to what’s going on around us.

[00:08:31.98] spk_0:
So you have to lay the groundwork there, there has to be some fundamentals and you have to have your gravitas and you you need to appear bona fide and be bona fide not just appear, you have to be bona fide on the topic that you’re that you’re an expert in the mission of, of your, your nonprofit. How do you then start to when you have that groundwork? How do you then start to build relationships when there isn’t really a need for you to be talking about the subject?

[00:09:39.59] spk_1:
Sure, there are a lot of ways to do that one is that you, um, you start to build some personal relationships with media who are covering these topics. And you can do that either through, you know, somebody on your communications team that helps you, or you can kind of do it yourself, but you can, you can start to show up in, in their coverage of stories by, um, by um, positioning yourself and, and building relationships with individual reporters. Maybe even when they don’t need you by having an informational coffee or call so that they can get to know you and know what you stand for. Um, you can do it by your through your own writing and, and public speaking and making those things available and accessible to the media. Um, and you can, you can do it through your own channels to a lot of nonprofits have blogs, they have, uh, they have their own podcasts. They have different ways where they’re positioning their internal experts externally so that they’re kind of talking about and establishing their credentials around around a subject. And

[00:09:41.01] spk_0:
that’s your, that’s your owned media, right. That’s your own media versus earned media?

[00:10:12.00] spk_1:
Yes. Yes. And, and the value of that, is that the more you’re, you’re kind of demonstrating through your own media channels, your expertise, you’re not only building um some greater relationships and and credibility with your donors and the folks who are already kind of in your network, but you start to show up when people are doing searches or when people are on social media and seeing stories and articles that are passed around, if they may see something you’ve written or talked about, shared in another network, and it it sparks a light for them that you’re somebody worth going back to when they need, um when they need some, you know, somebody like you to weigh in on something.

[00:10:52.96] spk_0:
Okay, peter, I know you and Antoinette are both former journalists. Uh, so I’m gonna jump over to Antoinette for what Antoinette, what what what do these outreach, I guess, calls and emails to journalists to try to build the relationship. Uh what what do they what do they look like? What would you suggest people are saying to, to try to get the attention um to build the relationship, not, not when I’m looking to be quoted because there’s a breaking news, but to build the relationship.

[00:12:33.00] spk_2:
So, full disclosure. I’m a current journalist. Um so, yes, so I I still work for publications right now. Um and so people contact me on twitter and social media, which is a new thing. We talk about press releases. I’m a big fan of press releases, um yes, just full disclosure about that. But I still like for people to pitch me on social media, direct messages through twitter. If I’m using my company profile, it’s safe for nonprofits to contact me and say, hey, I have a story. I noticed that you’re interested in this concept, it’s always great when people know what I’m interested in. Like when they’re like, I noticed that you publish a lot of stories like right now I’m working on a story, a series of stories about missing and murdered indigenous women. And so when people see, oh, I notice you’re publishing stories about this and they pitch me on a direct message or um through facebook messenger even and say, hey, would you consider this the story and here’s the angle. Um or have you thought about, you know, I’ve had other people reach out and say I noticed you’re publishing these types of stories about, you know, missing and murdered indigenous women. Have you considered other stories about violence against women and it’s always a really great connection for me. So I think just kind of knowing what the journalist is interested in is really important, kind of, understanding their angle. Sorry, y’all, um understanding their angle and just flowing from there and saying, you know, here’s how we fit into this conversation is always a wonderful

[00:12:46.00] spk_0:
um so outreach by any of the social channels is fine too, you talk about twitter and direct message facebook, those are all

[00:12:56.47] spk_2:
yes and people tagging me like I feel like if a journalist is using their profile in a way that is professional then you’re safe to contact them and them in that way.

[00:13:11.60] spk_0:
Okay. Yeah, yeah peter anything you want to add to? Yeah, I think

[00:14:13.09] spk_1:
that I think is dead on about making sure though that when you do that, you are, you are, you’re you’re not coming with something that’s off the reporters beat or off of um what’s what, what you know, is um what they cover uh or the type of story they cover within that beat. Um you could spend a lot of effort reaching out to every journalist you see on twitter about your specific cause, but if they don’t cover your cause um you know, it doesn’t relate to what they what they do, then they’re probably either going to ignore you or or start to block you because you’re, you’re, you’re kind of almost spamming them. So um it’s it’s important to be targeted with who you reach out to as well and and make sure that you understand that journalists and their work before you before you do your outreach and come at them with a pitch that they don’t necessarily want. So yes, I think it’s really important to to do a bit of that homework up front um and respect that journalist time and if you do that and if you come at them with something that is actually on, on their beat and is of interest to them. Um, then I think you have a much greater chance of getting their attention and getting them to want to follow up with you and and help further, um, the relationship beyond that initial pitch

[00:14:32.47] spk_0:
and

[00:15:31.85] spk_2:
Tony, can I share a pet peeve like to Pet peeves actually is, um, if I write about a non profit and they don’t share the story on their own social, it’s just, it’s heartbreaking for me. Um, a lot of times I have to fight for these stories to appear and I have to fight with an editor to say, this is why this is newsworthy. This needs to be here. And then the nonprofit really doesn’t share the story. And I think, well, you know, I don’t write for my own, you know, just for it not to be shared. Um, and then the other thing is I love when nonprofits support stories that aren’t related to their particular story. So I’ll start noticing like one thing, um, Kentucky non profit Network, for example, before they ever shared or were involved in anything that I was involved in, they started sharing things or liking things that I would publish as a reporter and I didn’t know anything about them, but I thought that was interesting. So that when they pitch something, then you’re more likely to notice it as a, as a reporter, you’re more likely to notice because you feel like they’re really genuinely interested in the conversation, even if it doesn’t apply to them, you’re still interested

[00:15:51.29] spk_0:
Internet. Where are you writing now?

[00:15:58.07] spk_2:
I am writing, working on a piece for Guardian. I am for the Guardian. I am writing for Women Advance, which we have our own network. And then I write for Halifax Media group publications. So I’m on the regional circuit, doing all the fun things.

[00:16:13.38] spk_0:
Halifax is nova Scotia.

[00:16:22.99] spk_2:
No, Halifax is a media group in the United States. They own a series of their own regional newspapers across the country. So

[00:16:28.59] spk_0:
let’s talk a little about crisis management. You wanna, can you get us started with how you might approach crisis communications Antoinette.

[00:16:38.11] spk_2:
I thought that was Peter’s question. I’m just kidding.

[00:16:40.29] spk_0:
No,

[00:16:41.31] spk_2:
I’m just kidding. Um, crisis communications, I think actually Peter is a really great person to talk about this. My crisis communications conversation really has shifted with what we’re going through. So I don’t want to make it so unique to our current situation. Um, so I’ll let Peter start and then Peter, I can back you up on it if that’s

[00:18:50.46] spk_1:
okay. Yeah. So, um, with crisis communications, it’s really important to not wait until the actual you’re actually in a crisis to put your plan together. It’s really important to, to have a protocol that you’ve set up when you’re not in the middle of a crisis of possible to really kind of put together uh some protocols for not only what you’re going to say, but who’s going to say it and how you’re going to communicate during that situation. So um what does that protocol look like one? Is that you um upfront, you designate who your spokesperson or spokespeople are going to be ahead of time um and you spend some time ahead of that coaching them up in terms of what some of the key messages for your organization are, regardless of what the crisis might be. Some things that you would broadly want to try to reinforce and kind of a mood and a tone that you’re gonna want to take with what you’re talking about. Um do that 1st 2nd, is that you would really want to have a system in place for how you activate that for how you activate your crisis plan and your crisis communications. So that essentially means that you want to um you want to make sure that you know, kind of who who needs to sign off on what you’re going to talk about, who you’re gonna be involving in your decisions on whether you need to put out a statement um who how you’re going to communicate in what different channels, the more you can make those decisions ahead of time and have your structure in place, the better equipped you are to actually respond during a crisis situation and be able to get a quick and accurate and positive message out um in in in a situation and often crises are not their crisis because they’re not expected, but you can be planning ahead so that you you are able to react quickly and authoritatively during that situation. Um

[00:19:07.87] spk_0:
you’re you’re compounding the crisis if you’re not prepared.

[00:19:12.53] spk_1:
Absolutely,

[00:19:13.33] spk_0:
You’re scrambling to figure out who’s in charge, who has to approve messages, where should messages go? All, all which are peripheral to the to the substance of the problem.

[00:20:12.02] spk_1:
Absolutely. And in today’s world, where crisis can really mushroom not only in the media, but on social media, the longer you’re allowing time to pass before you’re getting out there with with your statement and your response to it, the worst the worst the situation gets for you. So you really need to position yourselves uh to be able to respond quickly to respond clearly and to respond accurately. Um and and it’s important to note that, you know, that planning ahead of time is really critical, but what you say in the situation is also critical to um you do want to make sure that you communicate truthfully. That doesn’t necessarily mean that um uh you uh u um reveal

[00:20:14.17] spk_0:
everything,

[00:20:14.72] spk_1:
reveal everything

[00:20:15.67] spk_0:
exactly

[00:20:18.45] spk_1:
do uh that you do reveal is accurate. It’s not gonna come back to bite you later. It’s not going to mislead people

[00:20:31.86] spk_0:
talking about complicating the complicating the crisis if you’re lying or misleading, it comes back. I mean, people investigate things get found out.

[00:20:36.17] spk_1:
Absolutely. And I, and I, and I was

[00:20:38.82] spk_0:
technically expanded your problem.

[00:21:42.71] spk_1:
Absolutely. And and you’d be surprised how, how many times when I was a journalist that people, if they had just come clean and and kind of got the truth out there right away, they may have taken a short term hit, but their lives would have got on fine after that. But the more you try to obfuscate or or lie about the situation, or or try to to spin it in a way where you’re, you’re kind of hiding the truth that the worse your situation is going to get. So be be in a position to be as transparent and clear and accurate as possible. Um, with that first statement, uh, knowing that in some cases you might have to say, you know, we don’t know. Um, but we’ll follow up when we do know, because sometimes a crisis situation is one in which speaking of, of when we’re in now, we don’t know all of the, all of the different twists and turns the covid 19 situation is going to take. Um, so, but but rather than trying to speculate, um or or or in some cases, as we’ve seen, some, some public figures do try to spin this one way or another, rather than just saying, here’s the situation here are concerns, Here’s what we know, here’s what we don’t know. Um, it compounds the situation and in some cases it can be dangerous to

[00:22:01.82] spk_0:
people internet, You wanna, you wanna back up a little bit? I

[00:22:38.74] spk_2:
Did. So the, I think the statement, um, I love how people are putting forward these COVID-19 statements and I think we need to have more statements like that. I mean these statements are demanding and people feel like that. But I’m like we could do more of that. We could have statements as nonprofits on issues on public issues, public concerns, things that are um, emerging and urgent for people. I think about in the eastern part of north Carolina because tony I know you’re in, in my home state. I am

[00:22:40.58] spk_0:
in eastern north Carolina.

[00:23:26.54] spk_2:
Happy to have you here. And when we have um, hurricanes, when we have issues like that, if non profits would put out statements like they have with Covid 19 if they felt like they needed to say here’s where we are, here’s what we do here. Here’s, here’s what we have to offer before during after and just update them. You know, I feel like this crisis has brought forward a level of communication and and help people to see the necessary level of communication that we need to have. But we don’t have that all the time is non profits and people are looking for that. So I feel like in the eastern part of north Carolina where we had, um, you know, 100 year, hurricanes within three months of each other that we didn’t think would happen. You know what if people, what if people make covid statements like that? I mean, what if people and so I’m just gonna start calling the covid statements peter that I don’t have a better term for. But what if we felt like we needed to make these types of statements when there’s an emergency,

[00:23:51.92] spk_0:
um, Antoinette, I’m gonna ask you to wrap up with something that you said, which is contrary to a lot of what I hear. Uh, you said that you’re a big fan of press releases.

[00:24:02.00] spk_2:
Could

[00:24:03.26] spk_0:
you take us out with your rationale for why? You’re a big fan of them. I’ve heard that they’re pretty much obsolete

[00:24:10.20] spk_2:
from a journalist. I

[00:24:12.51] spk_0:
don’t know from a commentator. I

[00:24:14.37] spk_2:
don’t want to write that.

[00:24:17.47] spk_0:
I

[00:24:27.93] spk_2:
believe that. I believe that. Um, so yes, because I’ve been reading press releases for a long time and I feel like the who, what, when, where and how gets me past that part of it, then I can ask you all the interesting questions. So if you can give me that in a way that I can cut and paste and I will not butcher someone’s name, like tony

[00:24:43.54] spk_0:
It

[00:24:55.22] spk_2:
might be, it might be a challenge. So I can, we can get all of that out of the way. But a good press release gets me excited as a journalist. It brings me into the conversation and if you aren’t excited about your press release. I can probably tell on the other end. So I had a good press release. All

[00:25:15.51] spk_0:
right, thank you. We’re gonna leave it there. That’s contrary advice. Which which I love hearing. All right. That’s uh that’s Antoinette car part of the leadership team of women advance and ceo of bold and bright media and also Peter Pan a pinto, philanthropic practice leader at turn two communications and they are co authors of the book modern media relations for nonprofits, Antoinette Peter, thank you very much for sharing. Thanks so much. Thanks for

[00:25:28.62] spk_1:
having us. tony

[00:27:19.59] spk_0:
pleasure. Stay safe. And thank you for being with tony-martignetti non profit radio coverage of 20 N. T. C. It’s time for a break. Turn to communications. Well, as you heard lots of ideas about the relationships, the relationships that will help you be the thought leader that you want to be. That you ought to be relationships leading to thought leadership. Turn to communications. They’ll help you do it. Your story is their mission turn hyphen two dot C. O. It’s time for Tony’s take two. I am still thinking about you and wishing you well. I hope you had recovery time over Thanksgiving. If you’re in giving Tuesday, I hope you’ll be happy with your results or you are happy depending when you listened. If you are, if you did congratulations, celebrate what you achieved. Take that victory lap you deserve it. If you’re not so happy, keep your head up, you know that you did the best that you could, don’t let it drag you down. You have other successes that are gonna be coming and you’ll be celebrating those. So don’t let a disappointment drag you down going forward. You have all my good wishes for your year end fundraising this week and continuing That is Tony’s take two here is content strategy, which by the way, we have boo koo, but loads of time left for Welcome to tony-martignetti non profit radio coverage of 20 N T C. That’s the 2020 nonprofit technology conference. My guests now are Katie Green and Valerie johnson, Katie is Digital Giving Manager for the Trevor Project. And Valerie johnson is director of institutional advancement at pathways to housing P A Katie and Valerie welcome.

[00:27:44.11] spk_3:
It’s

[00:28:07.84] spk_0:
a pleasure. Good to good to talk to both of you and glad to know that you’re each safe and and well in in Brooklyn and uh, suburban philadelphia. Glad you’re with us. Your NtC workshop was content strategy for donor engagement From tactics to testing, let’s start with you, Katie, what what do you feel was the need for the session. What are nonprofits not getting doing so well, they could be doing a lot better.

[00:28:57.87] spk_3:
Yeah. So we have this session this morning at the same time as we originally had planned, which is great. We were able to give it virtually. And I think what a lot of donor content strategy is missing is simply structure. I think a lot of people don’t know where to start and they’re intimidated by it and we Valerie and I provide it’s some real life examples on how you can achieve a donor content strategy that does get you closer to your revenue goals. However, the tone of the presentation changed a little bit given how the world has come to be our new reality. So we did talk a little bit about the crisis and what it means for fundraising and what it means for content strategy under a tight timeline, knowing that things are changing at a really rapid pace. So really just structure and storytelling are the things that we talked about in this morning’s presentation, which will be available for viewing later, we’re gonna have a recording available for those who weren’t able to make it. But yeah, that’s what we focus on.

[00:29:27.47] spk_0:
Let’s start with part of the a good strategy is using personas, user personas. Can you kick us off with that Valerie? How do you, how do you start to identify what persona looks like and what’s their value?

[00:29:54.36] spk_4:
Absolutely. So, a persona is really like a profile or a character sketch of someone that you need to connect with um and understanding their motivations and goals. So it’s a way of segmenting your audience. And rather than sending all of your messaging out into the ether, trying to tailor that messaging to a specific demographic or a specific group of people. So for pathways to housing P. A. We’re actually still developing what our personas look like. We have an idea of what it looks like, but we want to dig some more into the research and analytic side of things to see who exactly is supporting us right now and what um ties they have in common to help us build those profiles. I think Katie might be a little bit further ahead of us in developing this persona. So I’m gonna toss it over to her.

[00:31:18.60] spk_3:
Yeah. So uh user personas are something I’ve been doing throughout my career. I worked in an agency before I came to the Trevor project. So I was able to get a lot of industry knowledge on how we create user personas and user journeys. But what we did, when we started looking at our end of year campaign for last year at the Trevor project, we made sure we carved out some time to conduct a little bit of an audit of what our donors were looking like, Where were they coming from? What could we track? What could we track? We found out we had a lot more questions than we did answers. So in order to get user personas, something that’s really important is tracking and understanding where people are coming from and where their first and last last clicks are. So because of our ability to use google analytics and source code tracking protocol. We did get a lot of tracking during end of year that will improve what our users like going into future campaigns. But now we’re gonna be able to better tell what is actually inspiring people to give. What is the moment where they’re actually clicking that donate button. What is the first thing they’re seeing that starting their relationship with the trouble project? So that’s what we’ve been doing.

[00:31:45.74] spk_0:
What are the pieces of a persona? How granular do you get? What is it where they live to what they read or what what you give us some like depth of this thing.

[00:33:34.60] spk_3:
Absolutely. So the main important piece of a persona is to know what their needs are. So you can have a persona that’s as general as this is a donor. They need to know how to give that’s a persona. But what you’d like to do is get a little bit deeper in being able to tell what the values of that persona are. What’s what’s the name? What’s the age? What’s the key characteristics? What are the opportunities really? You know, I like to create fake names and really go into it. You stock imagery so that you can try to connect with who this person might be? You’re really giving a face to a name and a value to a person and you want to look at what donors are looking like. So for example, for the Trevor project, we have a lot of one time, first time donors and we have a lot of people who come in, they give their first gift and I’m trying to find where they’re dropping off. Right. What is causing that? So I maybe create a persona that is a one time user that’s not really convinced they want to give again a one time donor. Um, they may be young. They may be, um, like within our demographic, which is under 25 of the youth that we serve with our crisis services and suicide prevention services. Um, so you can get as granular as making and they, and an age and the demographic and the location and what devices they’re using. I think that’s a big one. Is this person usually on their mobile? Are they usually on desktop? What channels do they typically like to look at twitter? You can get as granular email. Are they just looking at your website? So you know, it should get as detailed as you can, but I would encourage people to get really creative with it. If the more details you’re able to get is just a, just a more clear picture of a donor that you’re looking to target. Just make sure it’s someone you actually want to target and not someone you’re gonna be, uh, that wouldn’t actually be coming to you? Like maybe Bill Gates isn’t going to be coming to, uh, a nonprofit website to donate. Um, but you can look at what those specific donors might look like that are more realistic for your campaign.

[00:33:56.12] spk_0:
Okay. Right. You’re, you’re basically on what’s realistic, not what your aspiration is.

[00:34:22.36] spk_3:
Yeah. To a degree, I mean, I think you can be aspirational aspirational in some facets of what you’re doing. I think it has to be somewhat grounded in in, you know, a realistic approach. We do get asked. I get aspirational myself when I’m creating donor personas. When you know, I am looking for major gifts, I am looking for people who are willing to process of 15,000 dollar credit card charge. And there are people out there that that do that. So when I do my donor personas, they may not be the number one target of my campaign, but I do want to consider what those people are interested in as well so that I can personalize content for them to the best of my ability.

[00:34:53.03] spk_4:
Yeah. The other thing to keep in mind is diversifying your donor base. So in looking at who’s giving two pathways to housing right now, they’re mostly middle aged, college educated white women who prefer facebook and giving on a desktop, um, which is fine. And that’s definitely one category of people that you would want to be supporting you. But philadelphia is an incredibly diverse city. So if those are the only people that were getting to with our messaging, then we really need to think about diversifying our strategies to build new donor profiles for people who don’t all look the

[00:35:36.72] spk_0:
same? Okay. And then once you have a bunch of personas and profile? I mean, it sounds like you could have 10 or 12 really different ones, different, um yeah, different characteristics of people, different types of people that come to you. And, and like you said, Katie, even people who leave, you know, you want to capture them back. So, so once you have these Valerie, then you’re trying to communicate to them. But how do you how do you turn your communications into targets to to these personas?

[00:35:46.68] spk_4:
So you really want to think about building content specifically for that persona? So you might be doing a campaign um that you want to hit a couple of different

[00:35:56.37] spk_3:
personas

[00:36:07.97] spk_4:
with, but you’re gonna tailor that campaign specifically to each persona and deliver the message to a specific segment of that campaign. So if you’re gonna do a mail campaign, um, you want to think about how you’re putting together that letter and what you’re writing into the letter and how you’re addressing the donors for each of the different segments for each of the different personas that you’ve put together to really help craft a message and to inspire them specifically to donate.

[00:36:32.48] spk_0:
Okay, right, like Katie, like you were saying, you know, yeah, you know what’s important to them. Um, but that stuff is, this is very uh amorphous to try to, you know, it’s not just what do they give and how much do they give? And what time of year do they give, You know, what’s important to them? What do they value? This? Is this is difficult stuff to suss out.

[00:37:10.42] spk_4:
Yeah. One thing our co presenter said this morning, Marcus was that donors are smart and they’re savvy and with the advent of the internet and all of the various channels that you can communicate with people now, they know what they want and they know what they want to hear from you. And if they’re not hearing from you what they want, they’re gonna go find someone else who’s going to provide that information and communicate to them the way they want to be communicated with. So fundraising and marketing for nonprofits right now looks very different than it did maybe 10, 15, 20 years ago, um, and, and donors know what they want now.

[00:37:24.54] spk_0:
Okay, so it’s worth, you’re trying to suss out all this amorphous information as as best you can. Okay. Um, Katie, is there anything more you want to say about personas before we move on to being multi channel?

[00:37:36.13] spk_3:
Let’s go on to multi channel.

[00:37:40.11] spk_0:
Alright, Alright. Anything I don’t want to leave anything important.

[00:37:44.66] spk_3:
Okay. I think we’ve covered the main point.

[00:37:47.19] spk_0:
Okay. What’s, what’s, what’s important about? Well, I think we all know why to be multi channel, but how to coordinate those messages? What what’s your, what’s your thinking there?

[00:39:21.81] spk_3:
Yeah, I can jump in here. So I think what people often don’t do is they don’t coordinate messages cross channel at the right time. That’s what I’ve been seeing a lot with just by industry research. I mean, I’m always looking at what everybody is doing in the space because I want to be part of the best. Uh but they say being what I’ve heard at multiple conferences is that there’s a rule of seven. Right. So as a non donor, let’s say, I’m scrolling through facebook, I need to see an ask seven times before I’m actually likely to give. So if you’re seeing that ask seven times on facebook, that means it’s seven posts. That’s kind of a lot. And that’s gonna have to be spaced out through a certain amount of days, weeks, months even. So if you’re just increasing all the channels that you’re presenting that message on. So let’s say I’m seeing it on facebook, I’m seeing it in my email. I’m seeing it on my instagram. I’m getting a paid ad for it because I liked it on facebook. That’s gonna shorten the window of which I see seven points of that call to action. So I’m gonna be more likely to give if I’m seeing it in a wider spectrum on the digital space than I am in just one channel. So making sure that you’re saying similar things, but that are custom to what the channel is providing, Like social media has like paid ads have a certain amount of characters you can use. So, um, making sure it’s optimized for what channel you’re using, but still with the common thread is really important for increasing your conversion rate.

[00:40:05.59] spk_0:
Okay, now it’s a little clear to me why I see so many ads for the uh, pickpocket proof slacks. I see them across all kinds of different channels. I’m not, I’m hardly on facebook anymore. But um, I, I see them when I go to websites and I’m reading articles and because one time, I don’t know, I, I swear it was like three years ago I was browsing through these like CIA approved slacks with 14 pockets and it’s all supposed to be pickpocket proof for something and you know, they $200 slacks or whatever, they’re, you know, but

[00:40:08.62] spk_3:
I’ve

[00:40:09.74] spk_0:
seen ever since. Yeah. And I don’t know. I’m not even sure that if I bought them, the ads would stop, maybe

[00:40:16.43] spk_4:
it’s

[00:40:17.57] spk_0:
sophisticated enough. No, it’s not right. That would be right. Because now your brother needs to pay or whatever. All right,

[00:40:23.00] spk_3:
Valerie,

[00:40:24.15] spk_0:
anything you wanna, you wanna explain about multi channel and how, how important it is to reinforce and be consistent.

[00:41:16.62] spk_4:
I think the biggest thing for me is if you’re starting from scratch and you’re really trying to develop content and put it in the right places. Um, you really want to be thinking about who your audience is on those channels. So for, linkedin, the messaging that you’re putting out is gonna look a lot different than what you’re putting out on facebook. Most people use facebook recreationally and they use linkedin for professional relationships. So the type of information that someone is seeking on linkedin or more likely to respond to on linkedin is a lot different than what they’re more likely to look for or respond to on facebook. Um so for us, we make sure all of our job listings go up on linkedin and all of our industry specific information that goes up on linkedin, um just to kind of show our expertise in the area. But when we’re posting to facebook, we’re talking more directly to people that we know are supporters of us and want to do tangible things to support us. So the messaging is different, even though the information is really the same.

[00:41:31.44] spk_0:
Okay, okay, again, you’re consistent but consistent, but but different. Maybe different format even. Um Okay.

[00:41:39.99] spk_4:
Yeah.

[00:41:52.00] spk_0:
Um I mean, there’s there’s other format, you know, content papers, white papers. Um Again, depending for the right, you know, for the right channel research, um, do either of you use um, media, uh, working in working through thought leadership in developing thought leadership in media media relationships either of

[00:42:30.91] spk_4:
you. Yeah, so there’s a local media outlet here in philadelphia called generosity and they are focused on nonprofits and social enterprises and people who are making positive impact in philadelphia. So they’re super open to having folks guest post um, or write op EDS for them. So we’ve utilized that outlet a couple of times. Um, actually just last week, um, our ceo over wrote an article about the opportunity for kindness in the era of coronavirus. So it’s something that she actually wrote to communicate to our staff members and let them know what our stance on, you know, moving forward was going to be. And we thought it was something that would be beneficial, not just to our staff but to be at large. So we passed it along to them. They posted it as an op ed and that gave us um, a little bit more bang for our buck for things that we had already

[00:42:58.94] spk_0:
written. Um, Katie, are you doing much with earned media?

[00:43:03.08] spk_3:
I am not the Trevor project is, but Katie Green is not doing that. Okay, handled that.

[00:43:10.85] spk_0:
Okay. Um, let’s talk about some, some analytics. I mean, how do we know whether we’re being successful? Uh, and where we need to, where we need to tweak or pivot Katie, can you, can you get us started?

[00:44:29.28] spk_3:
Absolutely. So analytics is very hard for a lot of nonprofits because it’s such a scientific based skill set. And you know, that’s something that when I first came onto the Trevor project, is that the first thing I implemented was our source coding protocol. It’s so important to know where people are coming from that you can actually optimize, but we a B tested and continue to A B test absolutely everything. We do it through our website, we do it through email, we do it through our paid social and to see how things work. I think really we just test absolutely everything things you think you know you don’t and that’s what I keep learning through testing is what you think works today, won’t work tomorrow and we retest everything. A time of day test for example isn’t gonna for ascend for email, isn’t gonna be the same after daylight savings. It’s not gonna be the same as the seasons change and particularly not the same now that everybody is stuck at home. So you know they’re testing and optimizing really what you know is working. It just requires retesting re optimizing and testing literally.

[00:44:35.20] spk_0:
Could you, could you give some more examples besides time of day, what are examples of things you test?

[00:45:24.47] spk_3:
Oh absolutely. So on our website we tested, we have a little um call out box with questions on our donate form. We tested the placement of that. Is it better to have it right up next to the form underneath directly on top. So the first thing people see um we test there, we test what photos we use a lot does a photo of somebody looking sad versus somebody looking more celebratory and happy. Um we test a lot of pride imagery because we serve LGBTQ youth. We wanna see if Pride imagery actually helps get our word out there. Um We test our colors a lot because our our brand color is orange which is can be very cautionary but we see you thing oh it’s your brand color. Of course everybody’s gonna always respond to it. But that’s not really the case. Like sometimes things like our blues and purples and greens when it comes to see ta buttons. Um Gosh, I mean I can tell you every test we’ve ever run. Thunder tests um using graphics versus photos on the website. Uh you know the size, the width, the height of our light boxes, the width of our donation forms the amount of buttons we have. It just the list goes on and

[00:45:51.24] spk_0:
on.

[00:45:53.35] spk_3:
I

[00:46:13.51] spk_0:
heard one that just made me think of just one small example of what riffing off what you just said was testing the text inside a button instead of just donate or like uh review or something. You know, be more be more explicit about what the what the action is you’re asking for instead of just a single word. A little little more descriptive. Yeah

[00:46:32.93] spk_3:
testing C. T. A. Is is something that we do a lot just to give people some ideas. I think one that can be really helpful when it comes to fundraising is seeing how your donors react to the word give and the word support and the word donate. So so it’s all the same thing. We’re asking you to support our mission to give to us and to donate. But those three words have very different feelings when you’re reading them on your screen. So that’s one of the biggest tests we ran. Um, but yeah, I wouldn’t recommend always testing the C. T. A. When you have a new one especially,

[00:47:09.95] spk_0:
was it, was it act blue that or or change dot org? I think maybe it’s change dot org started calling it chip in. Could you chip in? Okay. Okay. Um, um, so Valerie, can you talk us through some metrics? You’re the director of institutional advancement? What what numbers do you look for to decide how you’re doing?

[00:48:23.15] spk_4:
Uh, we look at a lot of things. So we’re looking at the click through rates on our emails and on our post actually reading to the bottom and clicking the links that we’re providing. Um, we’re looking at how many people are interacting with things that were posting on social media and whether they are enjoying it or not based on how many people are interacting with it. Um, we do a lot of surveys to do, so, talking to our donors directly and asking them what kinds of things they want to see what kinds of things they don’t want to see. Um, I know Katie is doing a lot more with metrics than we are. So, um, this is my friendly reminder to smaller nonprofits where there’s just one person trying to do all of this. you don’t have to recreate the wheel. Um, so you can look at an organization like the Trevor project that does have the staff who can look at all of these things and do all of these testing and all of the metrics and see what’s working best and they say imitation is the sincerest form of flattery. So you can look at what they’re doing and then borrow it. Um, so for an organization like me that has a smaller staff, um, we’re doing a little bit on our own, but we’re also looking a lot at what other nonprofits are doing and assuming that they’re taking the time to test things and we’re kind of, you know, copying what they’re doing because it’s obviously successful for them.

[00:48:36.00] spk_0:
How do you learn from them? Do you just create a build a relationship and then ask what, what kind of metrics do you look at

[00:48:54.20] spk_4:
sometimes? And sometimes it’s as simple as going to the Trevor project, websites donate page and seeing where they place things and what they name their buttons and what giving levels they’re putting up there. Um, because you know, you’re never gonna be exactly the same as another organization. So you definitely want to take a look at who you’re using as an example and use someone who’s doing similar work or in a similar location to you. But at the end of the day, there’s only so much you can learn through testing and after that you’re just gonna have to dive in and do something. So if you don’t have time for the testing, you can do a quick search of what everybody in your industry is doing and kind of take it from there instead,

[00:49:20.34] spk_0:
Katie, uh, since everybody’s stealing from the Trevor project, what, uh, what I assume you knew Valerie was doing this.

[00:49:28.27] spk_3:
I didn’t, but it’s, it’s such a compliment.

[00:49:31.09] spk_0:
It’s

[00:49:32.63] spk_4:
because you do a great job. That’s why we’re looking at

[00:49:35.06] spk_3:
you. Oh gosh,

[00:49:36.48] spk_0:
what do you want to add about metrics?

[00:49:59.95] spk_3:
Um, I think I just wanna reiterate Valerie’s point that there are so many nonprofits where one person is doing this. Um I’m the only person on the digital giving team. I’m the first person they’ve ever hired to do Digital giving. Um I’m still a team member of one, but you know, I do have the support of a very large marketing team that helps me with creating all of the tests that we do and anyone can tweet me email me whatever if like any nonprofit ever wants to connect. I’m always an open resource. But uh, metrics are increasingly uh important, just critical to donors, content strategy. So

[00:50:21.55] spk_0:
since you’re offering yourself as a resource, do you want to share your email and or your twitter, you don’t have to give your email if you don’t want to.

[00:50:28.72] spk_3:
Yeah, maybe twitter is probably the best way to reach me because I’m trying, I’m trying to learn how to tweet more as a digital person. I feel like I need to, that it’s at Katie Sue Green like one word, so it’s K A T I E S U E G R E N K T. Still green green, just like the color. Okay,

[00:50:51.53] spk_0:
Okay, thank you. Um it’s a Valerie, you wanna uh wanna wrap us up some some parting thoughts about uh content strategy.

[00:51:18.42] spk_4:
Sure. Um since I am kind of representing the smaller organization here, I just want to remind everybody that you’re doing everything that you can and it’s everything that you’re doing is important. So don’t try to do everything at once, really pick one thing to focus on and get to a point where you’re doing that well and comfortably before you try to add more um listening to a podcast like this or going to a presentation, like the one that we did this morning is overwhelming in the number of things that you could be doing and it makes you feel like you’re not doing enough, but you are. And just tackling those small hills one at a time is much much easier than trying to climb the mountain.

[00:52:42.29] spk_0:
That’s very gracious, very gracious advice. Thank you. Thanks very much. Um that was Valerie johnson, that is Valerie johnson director of institutional advancement at pathways to housing P A. And with her is Katie Green Digital Giving Manager for Trevor Project. Thank you very much for sharing each of you. Thanks so much And thank you for being with Tony-Martignetti non profit radio coverage of 20 NTCC in two weeks. Trafton Heckman with his book, Take Heart Take Action next week, I’m working on it. If you missed any part of this week’s show, I Beseech you find it at tony-martignetti dot com were sponsored by Turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o Our creative producer is Claire Meyerhoff shows, social media is by Susan Chavez. Mark Silverman is our web guy and this music is by scott Stein, Thank you for that. Affirmation Scotty B with me next week for nonprofit radio big nonprofit ideas for the other 95% go out and be great.