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Nonprofit Radio for September 28, 2026: Your Board’s Role In Talent Management

 

Allison Wyatt: Your Board’s Role In Talent Management

With a strong CEO/board relationship, your board plays a valuable role in talent decisions that impact your culture, equity and sustainability. Likewise with executive compensation and evaluation, developing a leadership pipeline and succession planning. And what does that strong CEO/board relationship look like? Allison Wyatt, CEO of Edgility Talent Partners, shares her expertise.

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Welcome to Tony Martignetti Nonprofit Radio. Big nonprofit ideas for the other 95%. I’m your aptly named host, and I’m the pod father of your favorite hebdominal podcast. Oh, I’m glad you’re with us. I’d be stricken with scorbutic gingivitis if you inflamed me with the idea that you missed this week’s show. Here’s our associate producer, Kate, to introduce it. Hey Tony, here’s the intro. Easy fundraising and friend making for board members. That’s Gayle Perry’s new book, Working to overcome the bad reputation foisted on fundraising by many board members. She’s clear on the 4 fundraising roles your members can play, and only 1 means asking for gifts. She also emphasizes the importance of solid stewardship and how easy it can be done, along with how your board and staff can best divide the fundraising work. Gail is the founder of Gail Perry Group. On Tony’s take too. Saying thanks to the people who don’t hear it much. Here is easy fundraising and friend making for board members. It’s a genuine pleasure to welcome back. Gail Perry. Gayle is founder of the Gail Perry Group, a national philanthropic consulting firm. She’s spent over 30 years teaching board members and nonprofit leaders how to raise money without the fear and awkwardness most people associate with fundraising. She’s the author of the brand new book, Easy Fundraising and Friend-making for Board members. And her core idea is a simple one. Make friends first, ask later. Gail Perry, welcome back. After many years to nonprofit radio. It’s great to see you. Oh, Tony, great to be here too. Thank you so much. My pleasure. Congratulations on the brand new book. Oh wow, yeah. I, I, I know what, I know what goes into it, so I, I, you’ve been working very, very hard. I know. Congratulations. Thank you. It launched yesterday, so. Um, hooray. Absolutely outstanding. Um, let, let’s, let’s go into it. So the, the title distinguishes between fundraising and friendmaking. I, I think that’s pretty clear, but you’re the author. Why don’t you distinguish between fundraising and friendmaking, please? Well, here’s the thing, uh, most board members think that fundraising equals one activity, asking for money. And so if, if the, if the tagline and the motto is make friends first, ask later, which is of course relational fundraising, um, we, we get board members to back off of thinking about the ask all the time and instead focus on, um, the donor relationship and there are many, many ways board members can support fundraising without directly having to ask. So it’s, um, it’s an interesting adventure because I’ve been working with. Board members on these topics for, you know, over maybe 15 years. Well, your first book, your first book was 20 years ago, right? Fired Up. We, I had that, that may be, I don’t know if that was the last time. Well, you were on to talk about your book, but it wasn’t 20 years ago because I didn’t have the podcast 20 years ago. But your, your first book was Fired Up Fundraising. You’ve been, you’re focused, your, your newsletter is Fired Up Fundraising. You are focused on board member fundraising. Yeah, well, the company, we, we, you know, I’m a major gifts expert and, um, I have a lot of expertise in all the fundraising areas, but my sweet spot, my fun stuff is helping board members who are well-meaning community volunteers, you know, they, they really want to help, but they’re afraid of the ass. They think fundraising is asking and they throw up their hands. But I’ll tell you, Tony, um, I was writing this book and all my, all my friends serve on boards, you know, and, and they’re all saying, oh, I need this book. I need this book now. When can I get it? So people, people, there’s a need out there, uh, for something written directly for board members. There’s a lot of stuff written for nonprofit staff and for leaders. My first book was all about the staff and the leaders, but this is just regular old board members, very simple. This is how you can help. Let, let, let’s emphasize the simplicity, your, because your, your core message is make friends first, ask later. So we, we have, we have plenty of time together. We’re gonna go into details, but give us an overview of make friends first, ask later. Yeah, love that. Yeah, thank you. Well, the whole idea, you know, we have transactional fundraising, which is all about the money, and we have relationship fundraising, which is all about a relationship with the donor. And if we are all about the money with with um donors, they, uh, it’s not a very powerful ask and it sort of belittles the activity and it doesn’t make the donor feel very good either. Uh, but if you have a relational approach, a donor-centered approach for for one way to look at it. Is that the, um, you, you’re, you’re all about the whole person. Uh, tell me why you’re interested in the botanical garden. I didn’t know you were interested, you know, would you like to see a tour? Um, tell me, tell me, tell me what most interests you over here and I’ll help you learn more. So you get to know, you let the whole, the whole person, the whole donor, the heart, the mind. And the, and the body, um, come first before you ask them, would you like to know how you can help? We can’t be all about the money. It’s, it, it shoots, we shoot ourselves in the foot when we’re all about the money. People don’t like that. Yeah, uh, and, and, and the person, the, the person, their family. Tell me about your, your career. Oh, you’re retired. What did you retire from? You know, so many, uh, you know, there’s so many opportunities to get to know folks. And, and build that relationship and that’s what, that’s what you’re focused on relational versus transactional. Yeah, and you know, it’s a great, um, great insight for board members to have. They’re community volunteers. They come in, they may have a, a sales background, um, but some of them may have been trained in what they call consultative selling, which is what you act as a consultant to your potential, um. Um, client, um, and help them think through what they need. That’s real, and that’s a more sophisticated approach. I was trained by Xerox in that a long time ago, um, and, um, that’s really the same approach we take, uh, in this book, but I, I also want to emphasize, Tony, this slower approach to the ask, I want to slow down. Uh, when I, I started my career at Duke University, and, um, we had this, we had the saying that the more times you are in front of a donor before the ask, the bigger the gift. And also, I share when I, in my workshop for board members, I, I share that and they go, oh, wow, makes sense, makes sense. So, uh, they understand that it’s not intuitive. Because you think fundraising is asking, but, um, when they back off and look at the process, and, and you know, sometimes I, sometimes I tell them, remember when you were in junior high and you wanted to, um, invite a girl to the prom or you, um, or you had a. Crush on somebody and you wanted to see if they would walk to the walk to the store with you, you know. Oh God, this is gonna, this is gonna trigger me. I was terrible with girls and please, all right, go ahead and tell the story. I’ll, I’ll, I’ll calm myself. And so, yeah, we all remember middle school I was like, oh my God, but the thing is you might do a drive by their house. You might understand their habits. What is their schedule of walking to the store, and then you might use an intermediary to gently find out if they might like you or not, you know. So, I, I mean, people, people really love that metaphor because they, they all can see themselves there tiptoeing up. You don’t just like walk up to this girl who barely knows you and blurt out the ask or the, or the guy. You, you take it slow. So, so it really is, once you understand, it’s very intuitive. All right, I, I don’t feel triggered, but, uh, the driving, driving by the house, uh, and, and sitting next to them on the school bus, that, uh, that, that, that’s kind of what, what comes to mind. Oh yeah, the drive-by man, it’s a big deal. Right. Um, so, this all leads to why there is such a, a, a, a negative feeling about fundraising by board members because they, they think it is that, it’s that one, it’s that one activity. I gotta ask, uh, and I’m gonna have to ask my friends, and then they’re gonna ask me. And so what’s the point? We’re all giving to the same. Why don’t I just give, why don’t I just give myself to the organization because they’re gonna ask me to give to their organization. You know, that’s, this is how we get that, that negative perception by board members because it’s a, it’s a, it’s a basic misunderstanding. Yeah, it is because, um, uh, that’s a transactional asks. It’s all about the money. It’s not going to, um, help you create a donor that feels devoted to your cause, that feels like a stakeholder, that feels like they are one with you and supporting your mission. They are a support. It’s the difference between when you make a gift, will you be a supporter. And so we, you know, in fundraising these days, we’re talking a lot about donor identity and I identify myself as a supporter of WUNC radio. I am a supporter of my favorite blood, um, food bank, 3 different food banks, you know, my husband and I are. So, so when you get to the, when you help people personally identify with the cause, um, they will stick with you and they will give more. And that’s the essence of friend-making, Tony. That’s what friendmaking is all about. It’s, it’s being all about the whole person. Let’s make friends, you know, let’s bring people into the organization and help them, um, discover what really turns them on. And, and, and I, I will say, you know, people are smart and they all have strong interests and, and not everybody wants to be interested or not, not everybody is actually interested in your cause, but the people that who are in your network would love to learn more. You know, I was at a neighborhood party recently. I serve on the University of North Carolina Botanical Garden Board, and of course, I chair the development committee, you know, uh, and the gala, but, um, the, um, uh, the, we do plant, we do research and, um, all, we’re a land trust, we do all sorts of kind of wonderful things, uh, in the ecology and conservation area. And so there I was at this neighborhood party and I mentioned the garden and this lady says, Oh, the botanical garden. Oh, you on the board? You know, she expressed strong interest. And so, and so I, I managed to blather a little bit. Yeah, you know, the garden, we, we’re, um, we’re focusing on plant conservation for the Southeast and it’s just so important in this, um, warming planet. Right now, the ecology and conservation, she said, yeah, yeah, yeah, you know, and so my next step is to invite her over. Yeah, people have, you’re right, of course, people have passions and part of what we’re exploring is, you know, how passionate are you about our cause and, and what, you know, how can we bring you closer to it if you are passionate enough. I know, I, you know, you and I are both in. Carolina, of course, uh, uh, you’re in, you’re in Chapel Hill. Chapel Hill. I got my baby blue sweater on, right? Yeah, you support, uh, WUNC Public Radio. Uh, I am in Emerald Isle on the coast. I support, uh, PRE Public Radio East in, uh, out of New Bern. I listen to that one too sometimes. OK. Oh, good. OK, I’m from the eastern part of the state. You’re from North Carolina originally, yeah, from the coast, yeah. Where, where on the coast? Um, Bertie County near Edenton. Edenton, where’s, where’s that in relation to Wilmington, or uh, it’s north, it’s further north than the coast. It’s the inland, you know, we have the Outer Banks and the Inner Banks. Edenton was the former colonial capital of North Carolina, and it, um, um, it’s on the mouth of the Albemarle Sound. OK. All right, so that’s even north of where I am in Emerald Isle. Oh yeah, yeah, that’s, that’s, that’s further north on the coast going toward Tidewater, Virginia. Yeah, OK, right, right, very far north. Yeah, I have a tidewater accent. You’re a, well, OK. Well, you have a North Carolina accent. You’re, you’re, you’re born and raised in North Carolina. I’ve only been here 1010 years. Well, welcome. We, we claim you as the Tar Heel. Oh, thank you. I, well, let’s not get carried away as the Tar Heel. I don’t know, but, but, uh, I know you’re, I know you’re UNC. I, I might be more NC State, but that’s OK. Um, so, all right, so you’ve got 4 roles. You’ve got 4 roles for, uh, board member. As fundraisers, as ambassador, influencer, occasional asker, I like that occasional asker and steward. So let’s, let’s talk through, please. Could you, uh, let’s start acquainting folks with, uh, what’s, what’s an ambassador’s role? Well, the ambassadors of the board do two things. They spread the word wherever they go, which means they learn their talking points and how to talk to donors, and they also invite people in. They’re the hosts, you know, they might host tours, they might host coffees or porch parties. They, um, they just spread good cheer and invite people to get to know more about the, the organization. So they deal with groups of people and the influencers deal one on one. Um, they, um, they can work privately behind the scenes with specific donors, funders, corporations, maybe government officials, um, because they have a particular connection. And they may not want to be in front of this funder, but they can advise you, um, in a, in a, in an approach to this particular funding source that is appropriately timed, that understands the sensitivities of the situation and who the and who may influence this person. There may be gatekeepers, there may be. Uh, I mean, you know, it, it’s, it’s a lot of nuance, nuance, um, when it comes to, um, approaching and developing a relationship with a significant potential, right. So, OK, so we have, yeah, so we have the, um, uh, we have the ambassador, we have the influencer. How do we, before we carry on with the other two, how do we Suss out who’s best in, in, in which of these roles and who’s gonna, because we want our board members to be comfortable. That’s and sometimes board members can play two roles. OK. How do we, how do we figure out what, what, where, where they’d be best suited? Uh, well, the rule of thumb is you meet privately with each board member. And just chat with them about their interest and who they know. They’re not going to reveal who they know in a large meeting, but they will probably in a private conversation with you and share a lot of very helpful information. You know, I have a, a girlfriend who’s an heiress, and she, you know, she, we like to do things together, but I don’t, I’m, I don’t want to like approach her. I could approach her and say, would you be interested in learning more about the botanical garden? Um, or I can do that. I can ask her if she’s interested or not, but I’m not gonna directly approach. I can coach other people. You know, I can easily coach other people. You have a friend who’s an heiress. Wow, I don’t know any heiresses. Well, you know, or heirs. I don’t know heirs or heiresses. She lucked up. What can I say? She lucked up. She, she lucked up. That is that she lucked up? Yeah, it’s a Southern phrase. Yeah, I don’t know. lucked out. I would say lucked, she lucked out. You say lucked up? Yeah. All right. I’ve heard married up. But, uh, I haven’t heard lucked up. Married up is more of a commitment than luck up. You better watch it. I have a lot of Southern colloquial phrases. Well, I’m gonna call them out because, uh, uh, everybody is not from the South, so I, I, I need to make sure that everybody understands what we’re, OK. Hey, Tony, Tony, one time, one time, you know, I’ve done a. A lot of board workshops in my career and the Actuarial Society of North Carolina, I mean of of of the US Actuarial Society, yeah, uh, and hired me and brought me in for a, a day-long workshop. They, the, the, the board members really wanted to know how to raise money. They were very motivated. And so here I am in the Midwest talking to these very people who are very precise, you know, actuaries, and, um, I’m using, I’m using y’all. OK, because I’m gonna be myself, right? And, uh, the, there, there was one of the guys who did a chart of how many times I said y’all, he called, that’s 3 times during the course of the day he was keeping, he was keeping a little hash marks. All right, I’m not that harsh. I’m not, well, he’s an actuary. He’s a counter. Oh, it was funny. I just thought it was hilarious. He’s a num numerical, uh, yeah, he’s a numbers person. All right, hash mark. All right. I’m not, I don’t have any hash marks. I’m not keeping track. Let me go, let me go back to finding out who should be an ambassador versus an influencer. We like to know, um, um, we like to meet, ideally you meet with people one on one, and you, and you see if you can do that at least annually, right? You meet each board member at least annually for their, for a conversation. Yeah, but some organizations don’t want the development directors or fundraising people talking to their board, you know. All fundraising, they’re all different. So hopefully you can meet with board members and chat with them about what, how they’re interested in supporting fundraising or, or this, this, this annual meeting may be with the CEO. This may be a CEO board member meeting. Yeah, OK, yeah, yeah, yeah, um, so, um, my dog is barking in the background. I hope it’s, can you hear it? I love animals. No, no, it’s. My husband’s gone, so the dog is wrapping away over there. Um, but, um, so, so, um, sometimes also when I’m doing a board workshop, I will, uh, I’ll describe these roles and we’ll talk about them all. And I’ll, I’ll put the board member, I like to do small group conversations, uh, on a topic like they’re 5 people to a table, 5 board members to a table, and I force them to talk about some of these fundraising topics. It’s really powerful, you know, and, and I’ll say, well, can y’all, can each table, um, discuss these two. Roles and see, see how, how it feels to you to take on one of these roles. And so people could talk to each other. Well, you know, I think maybe I could do this. I have found doing all the, all these workshops I’ve done over the years, Tony, is that especially with board member volunteers that the more I can get them to talk. The more they take ownership of and, and the more insights they develop and they, it lands, it lands so much differently, you know, you can’t just lecture to people, adults will turn you off. So getting them to think and have discussions is very powerful. It’s time for Tony’s take 2. Thank you, Kate. I’m thinking about Saying thanks to people who don’t hear thanks very much. Uh, I’ve been traveling a lot recently, both for client work and also for my book, and there’s a good bit more travel coming up the rest of this year. And so when you’re on the go, you know, it’s easy to forget, I think, simple courtesies. So I’m trying to be more conscious of saying thanks, uh, showing gratitude in very ordinary situations. Uh, to people who don’t hear thanks very much like. Uh, bathroom attendants in airports. I mean, everybody’s just in and out of the bathroom, you’re right? You either, you either got to your destination and you gotta get in your Uber or you gotta get to a meeting, or you’re connecting and you gotta get to your flight, or you’re just, you’re arriving at the airport and you gotta get to your flight. Nobody, nobody thinks of these folks. Uh, but when the bathroom is great, when the bathroom is clean, We’re grateful, right? And when it’s not, we’re disappointed and upset. So, I think just thanks for those folks. Um, I’m also thinking about people who prepare the, uh, the breakfast. At hotels, I stay at a lot of Marriotts. Actually, I stay only at Marriotts. And, uh, you know, breakfast is included. So yeah, of course, you’re entitled to the breakfast, but I like to poke my head in the kitchen and, uh, and thank the folks who are in there for breakfast or when they come out to replenish the scrambled eggs, uh, or they cut up, uh, strawberries. You know, I like to say, I like to say thank you. I’m trying to be more conscious of this. And at home. Um, I’ve, I’ve gotten very good at saying thank you to the garbage men. They come 3 times a week. Monday and Friday is garbage, and Wednesday is recycling. I, I live alone, so I’m hardly contributing. But when I do, when I put my Garbage can out and they pick it up. I make a point to go out and, and say thank you. So. I don’t know, I, I just, I think we should be more conscious of. Showing our gratitude in very ordinary routine places. And that’s Tony’s take 2. Kate. I think last time you had, you said something like this on Tony’s Take Two, I brought up crossing guards. This time I’m going to bring up school janitors, teachers, and security. I mean, I’m in the classroom now twice a week, so I’m also trying to like build relationships with the people that I’m now working with. Um, But they, they don’t get any recognition. Janitors, teachers. Uh, and security, security, yes, yeah, yeah. Very good, yeah, cuz you’re um, you’re doing your student teaching now on your way to your degree in education. Um, yeah, it’s, it’s, it’s good to thank folks like that. Just, even if it’s not necessarily a thank you, although thank you is outstanding, I think, just a hello, hello. What’s your name? You know, what’s your name? I see, I see you every day at the, at the entrance, Mr. or Ms. security person. What’s your name? Yes. He’s got you sorry. We’ve got booco butt loads more time. Here’s the rest of easy fundraising and friend making for board members with Gay Perry. Let’s go to the occasional asker. What, what’s this person’s responsibility. Sounds pretty clear, but yeah, well, the thing is, is that give us the details. Reason, reason we say occasional is that we don’t want, um, um, board members to just willy-nilly be asking all over the place. Uh, an ask needs to be planned. And it means, needs to be timed correctly, uh, board, uh, uh, and one of our rules in fundraising never surprise a donor with an ask. And so, uh, the occasional asker participates with the staff team or if there’s no staff with, um, with the, they, um, they wear a staff hat as well, like, is this person ready to have a conversation, you know, we teach a lot about permission. Say to the donor, would you like to have this conversation? Would you like to learn more? May we come see you? Uh, so, um, I think, uh, the occasional asker role helps me explain to board members how it’s supposed to be done, you know, strategically, strategically, yes, it’s a good word, strategically, and I thoughtfully, relationship-wise, where is this person on the, on our relationship spectrum versus this other person, and you know, ready, the other not ready. I’ll say to the board members, I’ll say, um. Have you ever been asked before? No, I’ll say, what happens if you ask a donor before they’re ready and everybody in the room goes, oh yeah, that is not a good idea, you know, and they’ve had these experiences too. So it, it is possible to help board members understand this stuff, but it’s not, but they don’t walk into the board role understanding how it all needs to work. No, this is your responsibility to help them understand. Yeah, I have fun with this. I enjoy doing this. And the 4th role is steward. Oh, yes, steward. Steward is a thank you committee of the board, you know, and the stewards are the people who adopt donor retention as, um, as something they’re going to help the staff tackle. Uh, you know, uh, the whole idea that an organization may be losing half of its donors every year or more or more, yeah, 70, 75%, yeah, maybe losing 1st, 1st time donors lost. Oh, the first time donors, yeah, they are very unlikely to stick. And the larger donors do send their donor retentions higher, but just explaining, helping board members understand the huge opportunities there are in donor retention and, and it’s the easiest ask in the world because these people are already donors right now. Let’s just get them to renew their gift and remain supporters. You know, so, um, so, so there’s so many ways to thank donors and I was talking about this at a little party last night, you know, because, uh, uh, there were some people who are interested in, in tips for my book. I said, well, let me give you a tip about this donor retention stuff. And the board, you know, the data says that when board members make thank you phone calls, uh, the donors will keep giving and the gifts will go up. Keep giving and the gifts and it’s such a simple call to make. All you’re doing is calling and saying thank you. If, if you don’t get the person, you leave a sincere, heartfelt voicemail message with a phone number, of course, so they can call back. Um, those are so simple. You’re just saying thank you. That’s it. Thank you. Why do you love us? Thank you for loving us. Why do you, you know, if you can engage them in a conversation, great, but they’re, they’re, they’re ideal for board members. Yeah. Yeah, and so these are such easy roles, you know, the ambassadors are like the social committee and, you know, the stewards of the thank you committee and, and, um, and, and nurturing those relationships at the beginning. And after, and after the first gift, you know, helps, uh, create, create donors that are gonna stick with you in the long run, this is how you build a culture of philanthropy too, is, um, is helping board members understand all these different roles and helping them get enthusiastic about how they can help because these are things that everybody can do. I’ve heard of the stewardship calls being a part of a board meeting. So, you know, maybe quarterly, the last half hour of the board meeting is, here’s the list. We’re all gonna call, we’re all going to call 6 people. Let, let’s, and if you don’t get them, you leave a sincere message, but let’s, let’s all do this, uh, as, as. Last part of a board meeting occasionally. And you know that helps, um, board members understand the whole fundraising process when they do that. It’s a wonderful way to to ease them in slowly into helping support fundraising and let me tell you, can I tell you a story? One of our stories, we love stories, yeah, one of our clients, um, this was a staff member who was doing some thank you phone calls and she just chose this gentleman who was routinely giving, um, $1000 a year, every year, regularly, $10,000 and so she called him and she had taken our trainings and she knew the questions to ask him like, I’d love to know how you came to be a donor. You know, and the guy started talking and, and she, they were talking about the mission and what his background was in this work and how he felt about it and he talked and talked. And then he, um, he, he said, you know, I’m so, um, committed to this cause. I want to make a $100,000 gift. Wow, boom, boom without an ask, without an ask, you know, so, um, that, that’s fantastic from a $1000 donor to a $100,000 donor without an ask, yeah, without, without asking, just having a conversation, yeah, um, and, and, um, and somebody was writing to me recently because I always ask people to try these ideas and sit, let me know how they’re doing. One person wrote and she said, you know, I’ve been having these donor meetings and when I asked one person why, how they came to be a donor, she opened up like a flower. Yeah. Isn’t that wonderful? Yeah, that’s sweet. Yeah, people, you know, yeah, people who are invested in our work, yeah, you know, it’s special to them to get a call from a board member or in that case, you, the story you just told, that was a staff member. But, but to just to get a call or a handwritten note. I’m a big supporter of handwritten notes. A handwritten note from the CEO or a handwritten note from a board member. You know, these, these things are, they’re such easy, easy, but enormously valuable touch points that, you know, we overlook them because we think, oh, what’s a phone call? But it’s a phone call of thanks. That’s it. It’s a little bit, it’s, you took 5 minutes to write a hand note that nobody does. So it’s going to stand out because it’s going to come. The little card is going to come, it’s going to be hand addressed. It’s going to stand out. Yeah, it’s going to stand out and And it, um, and the money available in donor retention is so great. Right now, we’re looking at the year-end fundraising for 2026 and I tell everybody, all my workshops and talks, I say, um, uh, add up every, add up the money. Um, well, add up all the donors who have given so far this year, and then the donors who have not yet given, who have not yet renewed their gift this year, and look, look at how much money is available to this organization if you do a good job between now and the end of the year. Start your year-end campaign with a thankathon. You know, start it with a thankathon. Very good, yeah, yeah. You make the point that, uh, the first gift is never the largest gift. Absolutely. And I think that plays obviously into the stewardship we’re talking about, but, you know, say, say some more about that. Well, I guess the correct way to do it is the first gift is hopefully never the largest gift. OK, hopefully, because, um, a lot of our research on donors shows that. Um, when donor donors make a first gift, they’re sort of testing out the organization. You know, do I like these people? Um, do they, do they know that I’m giving and I, am I anonymous? You know, I don’t want, I personally, I don’t want to be an anonymous donor. If I’m a monthly donor to at least 10 organizations, I, I hope they know I’m a monthly donor. So, so that, uh, looking at every donor with the potential that they have a long-term future with your organization also helps change your perspective a lot. And as you know, that the people who have been giving to your organization regularly, even small amounts, you know, maybe 10 years straight or 20 years straight, you’re in their will. You’re the plan giving expert, isn’t that right? I know a thing or two about planned giving. Yeah, I know a little bit, but the people who are most likely, most likely to make planned gifts. Yeah, those long-term loyal committed donors. Yep, yep, they don’t have to be major donors. They certainly can be, but they don’t even have to be major donors. Just, it’s that long-term loyal support. Those are your best planned giving prospects. You’re right. You’re right. And people who feel committed. Yeah, they are, because they’ve been giving to you for decades. I mean, it’s not unusual to see someone who’s given 2025, maybe 30 years, and these are not necessarily large gifts, but it’s the consistency. They, they, they love you so much, they think about you at least once a year. Maybe, maybe you see 20 years of giving and 25 or 28 gifts, because some years it’s multiple gifts. And again, not necessarily large gifts, but, but that kind of commitment. Um, you, uh, you have some thoughts about boards investing in planned giving. Oh yeah, I have thoughts about board members investing in fundraising too. I have all chapter. On, um, on strategic decisions that board members make. Because, ah. Over and over and over, board members look at the cost of fundraising as an expense. It’s just like money down the tube. Can we cut this expense? Can we cut this expense? But the fact is, the money you spend on fundraising is an investment because it pays for itself and, and it returns. And so the more, the more you invest in, I mean, the data, data is all over the place. The more you invest in fundraising, the more money you will raise. Uh, so I, I tell sometimes when I’m working with this really small organization that’s struggling with um building infrastructure. Um, I say to them, you know, here you are, you have $1 and you’re trying to feed hungry children or put coats on them or cure disease. You, you know, you, you really need to spend that whole $1 on your program, but if you don’t take part of that, um, that $1 and spend it on your organization, you will never grow. You will be on the hamsterswheel forever and you’ll stay stuck and so people go, oh, OK, whether they, whether they bring that through when it comes time to do budgeting is another story. Another point you make is that major gifts often come from folks you, you already know. They come from insiders. These folks just haven’t been cultivated and stewarded for becoming the next major donor. Yeah, they have not been cultivated at all. In fact, Penelope Burke’s great research, um, she’s, she’s no longer, um, involved with fundraising, but she, she would say that you, every organization has got major gift prospects, major gift donors in its database, but unfortunately they’re small donors and they’re not being treated. Like they have major potential and so you’ve got sleepers inside your donor database. That’s why you have to treat everybody with warmth and love and and help them feel appreciation. I want to mention the word feel, uh, the more and more, the longer I’ve been in fundraising and read the research through the years, it’s how people feel that is so important, you know, people want to, um, feel connected, they want to feel appreciated, they want to feel passionate. They want to feel good about their gifts, uh, and, and, and, uh, when we, when we, when we do a thank you note full of a gift receipt, which may, we may need to do, but you make it transactional, you, you miss the magnificence and the joy and the passion of somebody’s support for your work. Well, you can send the gift receipt, but you can also send a sincere thank you note or, or a phone call. Well, both, um, maybe both even, um, uh, an informal call, and then a formal thank you note, as well as the gift receipt. You know, that, that IRS required document for every gift over $250. It’s not one or the other, right? We can do it all. I know, and I, I, I’ve worked with some organizations that were still doing this thing called an annual meeting. Because that was required in the bylaws. Very boring, right? Very boring. Nobody wants to come. But if you turned your annual meeting into an annual donor appreciation event and made it into a party, the donors would show up. What’s, what’s the annual meeting? that’s some bylaws require. An annual meeting of the board you’re talking about no, of, of, of, of members. So, if it’s a, if it’s a a specific type of agency, if it’s a membership organization, maybe you know, and, and museums and botanical gardens and, uh, the certain types are, are usually organized according to membership, which is a real mess if you ask me, but that’s not my topic today. No, yeah, I, I understand. All right, um, something we’ve, we’ve kind of talked around, but let, let’s, let’s get into detail about the Dividing up the roles, the fundraising roles between the board. We, we identified 4 roles for the board, but what’s the, the, you know, what’s the division between the board and the staff? How do you see the staff supporting the board in those 4 roles? Let’s talk about that relationship and, and, you know, that, that can be a difficult relation that can be a difficult issue because Um, we see more and more that board members don’t understand the line between, um, their role and the staff’s role. Uh, people join boards to give their opinion and so many board members are not going to particularly give opinions about the program area, um, but they’re certainly going to give their opinions about, um, fundraising. So there I’m following somebody on substack right now who talks a lot about board members who overstep, uh, and try to give fundraising advice to the staff team. So I just want to touch on this as, as a perennial issue in many organizations that board members are not educated. And even if you educate them, they feel like they are empowered to provide input into fundraising strategy itself. Uh, so I do make those points gently in the book since this is written 4 board members, but also, um, the role of staff is to be the quarterbacks of all these donor relationships, um, and I have seen volunteers get really enthusiastic about a relationship and then drop the ball. And or the the the board member may participate in some way and then nothing else happens because they don’t do the follow up. So staff is the glue to track the donor relationships, to be sure that activity is happening with important donors. And if the board member volunteers to do something and they don’t do it, then the staff figures out another way for the board, for the donor to feel, feel, feel good about the organization. So staff quarterback, staff does the follow-up. Staff sets up ask meetings, Staff briefs board members, helps choose, um, it helps develop strategy for big asks in collaboration with influencers and occasional askers. I see the um the, the, the problem that you were describing, board members overstepping and, you know, getting into fundraising strategy. That’s, that’s the CEO’s responsibility to set, set those boundaries and enforce. The boundaries and say, you know, that, that’s really, that’s really a staff role. What, what, what, what we need you to bring for us is either ambassador, influencer, occasional asker or steward, you know, but, and, and we want your help in, in those respects, but, you know, uh, we, we, we can’t take direction from all, all the board members. That’s, that’s, that’s really my role and the, and our development director’s role, if there is one. So you have to delicately enforce those, those boundaries. I would say that a lot of the executive directors, um, um, are nervous about establishing that kind of boundary. Yeah, but that’s when you get overreaching. If you don’t enforce, I mean, it’s the same as, uh, I don’t know, maybe this is not a, a, a very fair analogy, but, uh, and I’m, and I’m the guy who doesn’t even have children. But to me, it’s like, it’s, it’s similar to enforcing boundaries around children. If you, if you don’t enforce them, they’re going to be tested. And adults are not that much different. You’re right. But, but if you, if you do step in, most adults will, will learn from a, a, a gentle admonition. But, uh, too, but I, I serve on the botanical garden board. And I chair the development committee, and we’ve got some new board members who are beating, beating certain topics to death that they think need to happen. Yeah, I can’t, I try to explain it to them, but I’m just a fellow board member. It sounds like they may have come on the board with an agenda that, that they want to see, you know, whatever. They have this idea, and it’s such a great idea, and I don’t understand why the staff can’t implement this idea. You know, when you have that, I mean, that’s part of the landscape of nonprofit boards is to have people like that. And hopefully you have a solid, either a solid board chair or a solid executive director that understands that yellow line. That you don’t go outside the yellow line of board roles, and I will say too that, um, people don’t talk about board roles. People don’t, the board members don’t know what’s expected of them because so many boards are different. And so, um, just a, just a frank discussion of the board roles and responsibilities rarely happens. They might sign a document that this is what I’m supposed to do, but, uh, it’s not necessarily enforced and it’s not discussed. Yeah, not right, not enforced, not discussed. We, we avoid difficult conversations, but they end up becoming 10 times more difficult if, because the problem festers. And, and now we’re, and now we’re having to manage, uh, a problem maybe between a, a board member and, and some staff because the board member is overreaching. So now it’s becoming an employee, team member problem. We’ve got to, you know, you, you, you can’t shrink away from these, these difficult conversations. That’s why you’re the CEO. That’s why you’re the board chair. And, and, and Tony, the, the real challenge is once you get a board operating correctly, 1/3 of them leave and you have a whole new group of. Yeah, well, well, you, yeah, but you have the 2/3 that can help socialize the new 1/3 to the, to the right way of doing things and, and the, and the board’s appropriate role. Yeah. Let’s, um, I like, excuse me, I love, um, you know, like actionable tips, and you have a bunch of them, you have a bunch of them in the book. Um, what, what’s something, if we have a fearful board member, what’s something we could ask them to do in the next week or so, fearful around fundraising? Oh, do thank you calls and give them a script and make it fun, you know, I suggest a thankathon is bring pizza in, but make people come together. People, people, I mean, after the pandemic, people are so used to Zoom, which, um, which does not create any sense of collaboration. It, it, it really hamstrings a lot of groups meeting on Zoom all the time. So I think helping people, you got to train people a little bit about why, why these thank yous are so important. What are we doing? donor retention. We want donors to feel good about being a supporter of our organization. Yeah, there’s that feeling, feeling again. How do you feel about the organization? How do you feel it treats you? Yeah. Yeah. So that’s, that’s a great way to deal with a fearful boy. Let me, let me another story. OK, this is a thankathon story. So working with this group and I said, thankathon, and they said, OK, we’re gonna have a thank, we’re gonna launch our year-end campaign with a thankathon. And there was, it was a medical facility and there was this older gentleman trustee. And he was very nervous about this whole thinking thing. He just was very, he was reluctant, but he was a good sport and he showed up for this night, pizza and everything, you know, camaraderie is always helpful too. And, um, so he made a couple of phone calls and one call he made, this is a true story now, one call he made was to another gentleman who had had a great experience at the hospital and the two men talked maybe 15 minutes. About the hospital and all of these things. Two weeks later, the person who called, got the thank you call, sent in a $10,000 gift. And said, I just enjoyed my conversation so much. You know, and the board member who was fearful, so I was so pleased. He said, maybe this stuff is not so bad after all. So, you know, Tony, we, we, we belittle, we, we make fundraising this awful thing down in the gutter. We make ourselves small when it’s all about money. And then if you think about high up on the hill, we’re changing the world, white light, making people happy, making people feel their passion, you know, um, doing good for the world. And it, and it’s, it’s the same activity is, is your point of view. Think It is, your, your point of view is, is it’s all in the mind. Yeah. And, and it’s also, it, pardon me? It’s how you approach it. which, which is driven by how you think about it, and that’s where the book comes in because board members are thinking. Incorrectly about what, what fundraising is as a board member. They’re, they’re thinking, you know, it’s where you started. They’re, they’re thinking I have to ask a bunch of strangers or my friends for money, and I don’t want to do it. And that’s, well, that’s, that’s the value of your work, that’s the value of the book. And that’s been my life’s work really with all these board members. You know, my motto is when in doubt, throw a party. And it always makes them laugh, but you know, I do that deliberately because lighten things up. And I say to the board members, I say, listen, if you, if you can have fun doing what you’re doing, if you can have fun changing the world, if you have a sense of passion and camaraderie and enjoyment, what’s gonna happen? You’re gonna bring more people in who wanna hang with you. You’re gonna attract more attention in the community because people are gonna be talking about it. You’re, you’re gonna raise more money. And change the world faster if you, if you can level up that level of enthusiasm and enjoyment. We call it fellowship. You know, I enjoy hanging out with people I know. It’s fun. So, um, I do think that if we let board members get help, foster board members, um, personal relationships, it’s, um, it’s very important to help for board members to know each other because they will enjoy each other, getting to know each other. The book is Easy fundraising and Friend Making for board members. Gayle, where is it available? It’s available on Amazon and Goodreads, and I have a Kindle, a hardcover, and a soft, softcover paperback, and it went on sale yesterday and we achieved number one bestseller status in a couple of categories too, Tony. And, um, I’m so excited to because my goal, uh, my goal is really to get this into the hands of as many board members as possible and, and help them change the world. That’s my goal. Gail Perry. Founder, outstanding, founder of the Gail Perry Group. Are you, uh, are you active on LinkedIn, Gail Perry? Uh, very much LinkedIn. You are very much active on LinkedIn. All right, so folks can connect with you there. I know we’re, all right, I know we are connected. All right. And if y’all, if anybody listening is interested in some board workshops, I’m happy to chat with you about how to approach those. Thank you very much, Gail. It’s great to see you. Congratulations again. Congratulations again on the book. Thank you, Tony. Congratulations on yours too. Thank you. Okey dokey. Bye. Next week, hiring your development team with Sarah Olivieri. If you missed any part of this week’s show, I beseech you, find it at Tony Martignetti.com. Our creative producer is Claire Meyerhoff. I’m your associate producer, Kate Martinetti. The show’s 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. Be with us next week for nonprofit Radio. Big nonprofit ideas for the other 95%. Go out and be great.

Nonprofit Radio for May 11, 2026: Mid-Level Recruiting Strategy & Tactics

 

Mitch McDermott: Mid-Level Recruiting Strategy & Tactics

Mitch McDermott stresses the value of a strong middle management team, and brings contrarian hiring and interviewing tactics, so you recruit the best team possible. He shares advice for nonprofits and individuals on working with recruiters, and adds a pro tip on how to find emails of hiring managers. He also takes on what’s current in remote versus in-office working; in-person versus virtual interviewing; assigning tasks to interviewees; the questionable value of salary surveys; and, more. Mitch is CEO of Talent Ascension Group.

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Hello and welcome to Tony Martignetti Nonprofit Radio. Big nonprofit ideas for the other 95%. I’m your aptly named host, and I’m the pod father of your favorite hebdominal podcast. Oh, I’m glad you’re with us. I’d be stricken with prosopagnosia if you blinded me with the idea that you missed this week’s show. Here’s our associate producer, Kate, with what’s up this week. Hey, Tony, this week it’s. Mid-level recruiting strategy and tactics. Mitch McDermott stresses the value of a strong middle management team and brings contrarian hiring and interviewing tactics, so you can recruit the best team possible. He shares advice for nonprofits and individuals on working with recruiters and as a pro tip on how to find emails of hiring managers. He also takes on what’s current in remote versus in office working. In person versus virtual interviewing. Assigning tasks to interviewees, the questionable value of salary surveys, and more. Mitch is CEO of Talent Ascension Group. On Tony’s take 2. YMCA National Conference. Here is mid-level recruiting strategy and tactics. It’s a pleasure to welcome an entrepreneur, talent advisor, and the founder and CEO of Talent Ascension Group. Mitch McDermott is advancing how companies evaluate, hire, and build mid-level leadership teams. He has built a modern approach to mid-level recruitment by applying executive search standards to manager, director, and vice president hiring. The layer of leadership that most directly shapes organizational performance. The company is at talent ascension.com. And Mitch McDermott is on LinkedIn. Welcome to nonprofit Radio, Mitch. Yeah, thanks for having me, Tony. I’m glad you’re with us to talk about, uh, the power of a strong middle management team. Why, why do you say that, uh, this is the layer of leadership that mostly directly, most directly shapes organizational performance? You, you, you love the mid-level. What is it about these people? Yeah, one of the reasons is I saw a gap in our industry between how sea-level search was conducted and everything below it, and I realized the same hiring. Process used for entry level hiring was what was relegated for mid-level leadership. So I saw an opportunity to blend two aspects of our industry into kind of a new model, specifically for that level of the org chart. Um, but I, I, I believe that because when I think about nonprofits, at the large organizations, the sea levels really driving higher level strategy. The mid-level team is responsible for translating that strategy into results. And you think about telephone, if that’s not accurately translated, results don’t follow. Uh, and at the smaller orgs that we work with, directors could be leading functions, you know, where they are playing that blend of strategy and execution. They’re sitting with the board, they’re sitting with the ED or CEO and they’re Carving out strategic initiatives, but they’re also on the front lines driving the implementation of those initiatives. What, what’s, what’s the gap that you observed, and, and our listeners are small and mid-sized nonprofit professionals. What was the gap between entry level and executive? Maybe it’s maybe some, some parts may be obvious, but flesh it out in detail for us. Yeah, our industry is broken into two segments. There’s retained executive search. Companies are being paid on a retainer basis. It’s very high-end, almost like management consulting and how they approach recruitment. And that’s typically for C-level hires. And then there’s contingent recruitment, which falls for almost everything below the sea level. You’re only being paid if you win. So the approach a lot of businesses take is volume. They work with a lot of clients, but they fill 15 to 20% of what they touch. Um, they send a lot of candidates. It’s more of the spray and pray model because you’re not being paid with your time. So you use that time to create a lot of activity. And if you do that, enough will close that you’re in that 20% range and your company’s happy with you. Is that really, is that really, is it really that low that like only about 20% of the assignments on contingency are filled? Yep, that’s, that’s from the firm side. That’s the industry average for contingent recruiting. Refill rate has been around 60%. So we recruit the same way executive search firms recruit. We’ve integrated it with more of a contingent model pricing, um, specifically for mid-level leadership. So we play and function more like a C-level search firm, but we price more like a contingent firm. So we’ve taken the, the best aspects about both sides of the industry. And melded it together. OK, so, and so what are the best aspects of, uh, of executive recruitment that, that you want to see us apply to mid-level? Yeah, headhunting. That’s the big, there’s a difference between recruiting and headhunting. That’s an OK word to use. I was gonna ask you later on, is it OK to call you a headhunter, or is that, yeah, I, I, I actually take pride to it because I do believe it’s different, right? OK, it’s not a pejorative. All right, yeah, for me, headhunting is. Going after who you want, not who’s looking. Uh, recruiting is just finding people whose resumes align with the job description, who are probably having resumes posted or applying to jobs. It’s headhunting to me is more of a sales job. It’s convincing someone why to look at a change when they’re not looking. Recruiting is more of just aggregating a group of people who are looking and then putting it forward to a client. Um, so that’s the biggest value add, I think C-level search firms provide. They’re being paid for their time, so they can take the time to actually target a market, do heavy research, and then build relationships. A lot of the contingent, again, it’s the volume, it’s going through Indeed, LinkedIn. To me, it’s doing what companies could already do for themselves if they want to save a few bucks. It’s almost replicating an internal recruiting strategy for companies that don’t have internal recruiters, but Paying the same fees as they’re using an external firm, but in my opinion, providing less of that value. And the other thing is the consulting piece. Retained firms are, again, function more like management consultancies. They’re being paid for their time, so they take the time to actually talk to their client about misalignments, right? You’re paying this, you want this, we need to connect dots because the market doesn’t bear what you’re looking for in your price point. A lot of the contingent approach is like you give it 2 or 3 weeks. If you see success, you stay with it. If you don’t, you move on. And I think that’s where recruiters get the stigma of like the used car salespeople of the business world, and I get it, right? They’re not being paid for their time, so that belief is I need to work with a lot more clients and put my time where I have the best chance of You know, completing a search, but it does create a very transactional relationship between the firms and the companies right out of the gate, where retained search and what we do is much more of a partnership-based approach and how we interact with our customers. Yeah, let’s talk about the relationship part of, of, uh, headhunting. Um, so, you know, it, it, it, uh, I’ve, I’ve, I’ve always, um, I’ve always taken recruiters’ calls, even when I wasn’t looking. I mean, I, I haven’t, I haven’t been an employee for, I don’t know, 27 years or something like that. It’s been a long time, uh, and I’m not looking. But, but when I was, when I was, and I occasionally, I don’t know, maybe once or twice a year or something, I might hear from a recruiter, you know, I always take their, well, I always respond to their emails. Nobody calls anymore. I, but I used to take calls 25 years ago when recruiters would call. I used to take the call because I thought, you know, I, I might, I might like to use the person’s services or I might be in the market myself, my, myself sometime. But, so I just thought relationships would be valuable to have with, uh, uh, a couple of recruiters. But to talk about relationship building from the recruiter, the headhunting side, how does that, how do you keep up those relationships? Who do you, who do you have relationships with? Yeah, so we, we keep the relationships with the candidate. You know, what’s interesting though, when we get a search, we’re typically, it’s a bespoke search. So we go to who we know, but we also go to who we don’t know that best aligns with our clients need. Um, so it’s a very organic and holistic search process for every individual search. Um, a lot of it is just getting to know what they want. Uh, this is something I saw in our industry. A lot of recruiters do what I call sell jobs. So like, they would call you, hey, I’m working with this company, this role, this pay, and then you have the opportunity to say yes or no. Um. We actually put the candidate at the center of our recruitment strategy. So we pick up the phone, we do pick up the phone. That’s, I think one of our competitive advantages these days. And we ask them, hey, you’re probably not looking, but what, what would be exciting to you at this point in your career, whether it’s now, 1 year from down the line, 2 years, like, what would be a dream job that you would want us to pick up the phone and call you about? And we let them. Organically tell us what their goals are, what their vision for their career is, and then during that time, we’re also qualifying. So we start to ask them more about the role that they’ve done, uh, their experience, the impact that they’ve made at organizations, and if what they want long term aligns with what our client can offer and what they’ve done in their career aligns with what our client’s looking for, then we talk about the job. Uh, so it’s a very reverse process of how we engage with candidates. And if it’s not aligned, then we build that relationship, we’ve built that trust, we built the relationship, and we know exactly what they’re interested in to call them about in the future, versus just calling them every time we have a search with a certain title that sounds like their title. It’s much more personalized, I think, is how we build those kind of relationships with candidates. And if it is aligned, that’s where the magic is because What I find is people are open to exploring something if it’s the right thing, but there’s so much volume in today’s world, calls from recruiters, emails, and such low relevancy that when you actually have something that’s relevant, they are more willing to look than maybe they even thought when they first picked up the phone. OK. And that’s a part of what your work is, uh, you know, to help them see an opportunity that, that they don’t know about, and, but it, it seems to align with what you know about them. Um, You have some, uh. You have some ideas about contrarian interviewing tactics. What are, what are those? Why, why, why, why are you, first of all, why are you a contrarian? Yeah, I just personally think, why are you a troublemaker in your, in your industry? I think I, I, I like to say when we work with a client, half the time we’re rewiring how they think about hiring, and I’ll share a good example, and I think this applies specifically to nonprofits because Unfortunately, it’s just the nature of the beast. Oftentimes we get asked. That they can’t afford, they, they, the candidate they want and what they’re budgeting for don’t align. Um, and I find companies hire for criteria, not outcomes. My contrary belief is hire for outcomes. We had a nonprofit who was paying $30,000 below market for what they thought they needed. They, they put a list of all these check boxes and requirements that they felt would be required. They have to be this title and this experience. And we were on the search for a while. We showed them a lot of data. They weren’t going to raise the budget, which we understood, but at a certain point to be successful, we had to make changes, and we end up placing someone who is very, very successful, but wasn’t maybe who they thought they were looking for in the beginning, but could generate the outcomes that they were looking for, which didn’t check, didn’t check a lot of the requirements. Exactly, yeah, I think companies can get caught up, caught up on requirements and running a search based on a job description. In trying to match a job description with a, with a resume. Yeah, so, but how do we, how do we measure the person’s capacity for creating the outcomes that we need? Yeah, so like 11 way is to look at who they are. Like I have a belief people drive outcomes, not resumes. Um, and the ones with the best resumes are typically the ones who are looking all the time. This was a development role. So like, I was very, uh, critical to them that the person you want is not looking, because if they’re good right now, they’re being hung on to, and they were looking to diversify fundraising from institutional to individual giving due to some of the political changes in New York’s nonprofit landscape. And we found someone who didn’t check all the boxes, was lower in experience than what they thought, wasn’t the title that they thought, but she was at a very small nonprofit, and she stood up their individual giving program, uh, and, and was a player coach and leading it with a very small team, but also building it herself, um, and she’s done it. She’s, yeah, she did it, she did it at a smaller place. Let’s give her a shot to do it at a larger place. Exactly. And those are the kind of creative hires that I talk about. where they’re like, they need to be a VP, they need to have this title, and they need to be 15+ years. She was 8, she was half the experience they thought they needed. She’s been there 2 years and that client’s a raving fan of ours. So like those are the things that I look for is can the person achieve what you’re looking for them to achieve, less of the, the, the keywords and the requirements, but really focusing on what, what does success look like and can this person deliver that type of success. OK, that’s a, that’s a general hiring. Uh, approach that you have. What are there specific interview tactics, uh, like in, in the interview that can elicit this information, or you mentioned interviewing tactics. That’s what I’m focusing on. Yeah, to me, a lot of the interview tactics are about getting to know the person, not the resume. I’m very big on asking for someone’s vision for their career. I find people who have clear personal and professional goals tend to work towards them. People who don’t tend to look for a job, and to me a job is something that pays the bills. A career is something more than that. It’s something where they’re driven by impact. They’re fueled by contributions, by growth. So a lot of it is around like one of the big interview questions we ask every candidate is, what’s your vision? Where do you want to be in 5 years? Uh, and making sure that if we’re looking for a builder, they have something personally they’re building towards right now. Yeah. Others, how about other, other strategies or tactics? Yeah, a big one is again, getting to know the person. So vision is a good way to do it. I think, um, just understanding like what environments they thrive in. What I find is a lot of companies tell the candidate the environment. You know, hey, we’re lean, we need people who can do this, X, Y, Z. I try to ask questions without giving any of the answers. So I say, hey, where do you thrive? Do you thrive in an environment with a lot of structure, uh, a lot of support from a people’s standpoint, or do you thrive more in an entrepreneurial environment where there’s growth, there’s constant changes in direction, and I let them give me their organic answer. Um, that’s a big thing that we see clients do is, is they, they, they want to be honest, and they’re afraid that someone’s not going to work in that environment. So they give the answer to the question and then ask, which I find. People are gonna tell you what they’re gonna want, what you’re gonna wanna hear. Yes, uh, yeah, especially in this context, um, but so, but how do you assess what the culture is at the organization? So, you know, you’re asking a qualifying question for the candidate to give what, what the kind of environment they want to work in. But, but you need to know what the culture is like at the client that you’re recruiting for, because if the two are a mismatch, if the, if the candidate wants an entrepreneurial, wants an entrepreneurial setting, and it’s a micromanaging setting, that’s not, that, that’s not gonna, that’s not gonna work. But, but how do you assess the organizational culture? Nobody’s gonna tell you we’re a micromanaging institution here. Yeah, and you’ll be surprised how honest. Leaders are about the environment that they have. Uh, we normally, we, we interview the client, right? Throughout our sales process and intake process of a new search, we spent a lot of time getting to know them, where they’re headed, their biggest bottlenecks and obstacles, areas for improvement in their culture, where they think they win, where they think there’s, there’s room for improvement. Uh, and, and it’s about a lot of people reading. It’s, it’s one of those things where I think what we do as a science is some, it’s part asking the right questions. It’s part an art form of being able to actually pick up on the nonverbal cues and putting a story together. OK, well, we picked up on this, we picked up on that. I get the sense that here’s what’s going on. Um, so it’s a lot of just being honest and asking direct questions that can be a little bit uncomfortable sometimes from a cultural standpoint or challenge standpoint. You know, sometimes clients will say, hey, we’ve had 3 people in this role. Well, that concerns me, you know, eventually the company becomes a common denominator. So we dig in, we pulled the string on that, we want to understand. Tell us why every person didn’t work. Was it the wrong hire? Is it the wrong environment? Are you pushing good people away? And we’ll be honest with clients and tell them, I think for the 4th person to work, something’s gonna have to change with this department, you know, and this was another search we worked on where This is an actual story, and we ended up talking to the board. They, they, they met, they ended up changing the role a little bit and actually hiring for two roles underneath that person to make sure that when we get the right person, they actually have the support they need to be successful, because that department was understaffed and They hadn’t looked at that as a problem, but we ask those tougher questions and dig deep to make sure that, again, if we’re taking someone from a place they’re happy at, we want to make sure it’s a company they could stay at for a long time. We don’t want to put someone in an environment ethically where, you know, it, it’s a short term thing because they don’t have the right support. Uh, I, I work with a, I do, uh, planned giving fundraising. That’s, that’s my, that’s this podcast is a, A aside. Uh, a joy. It’s more than a side hustle or a gig. It’s a joy. But the way I make a living is plan giving fundraising. I, I’m, I, I’m working with a client that’s hiring. Uh, for a fundraising position. And the, one of the candidates didn’t, didn’t want to come to the office for the first interview. You know, he wanted, he wanted the first interview to be on Zoom or whatever, you know, virtual. We thought, I mean, that’s like, that’s a, to, to, to us, that was a disqualifier. Like you’re not even gonna come for a first interview. I mean, I don’t know, maybe, maybe a 3rd or 4th interview. Although if you, if you really want to work here, um, you know, all right, so, uh, it’s not, I mean, it’s, it’s in a suburb of New York City, so it’s not. It’s not, maybe, you know, maybe you had to take a train to get there or something, but I don’t know. What, what, what’s your, what’s your opinion of that? Is, was the, was the, was the candidate unreasonable or, or was the, was the nonprofit unreasonable to disqualify them based on that? It depends on the scenario. Is that candidate currently working? I don’t know. It wasn’t, it wasn’t a position that I work with, yeah, so I don’t know. I’ll answer in two ways. If they’re not working, I think it’s a concern. If they’re out of work, you want to see that, hey, they’re willing to do whatever it takes. And again, developments like sales, you want to see that initiative, that drive of, hey, I don’t mind how far it is. Like I’m gonna show up. If they are working, I would actually advise the client on, hey, this is a two-way interview. They have a job, so like, You’re gonna have to sell them as much as they’re gonna have to sell themselves. It’s gotta be a two-way street, and if they’re taking time away from work for a job they haven’t even learned about directly from the company. You know, it’s a softer commitment for them to do a video first and then come in the 2nd round. Let them be sold on the role of the company, why this would be a great career move for them. And give them the reason to really take that time off of work, because it is, you know, very confidential. People don’t want to know, don’t don’t want word to get out that they’re looking. So if they’re, they’re not an active candidate, I normally try to encourage a virtual first because it’s less pressure for that candidate to get away from their current role and company to spend that kind of time, and it gives the client a chance for the candidate to really get invested in why they should spend that time in the 2nd round. OK. Interesting perspective. Yeah, yeah. I, yeah, like I said, I don’t know the answer. OK, but, uh, but it does matter. What about, uh, What about, uh, you know, I, I’m so removed from what you do because I, like I said, I haven’t been an employee for over 20 years. Um, uh, uh, after-hours interviews, does that ever, does that ever happen? Like, OK, you know, we don’t mind, we don’t mind seeing you at 6 o’clock if you can get here. If you, if you can do that, is that, is that reasonable or is that unreasonable? It, it is reasonable, and normally the candidates are the ones that drive that personally. Like I find the candidates are like, hey, I have the boarded next week. Like I don’t want anyone to get wind of this. Can we do something at 6 o’clock? I can leave at 4:30, but I, I don’t want to take a 3 hour window to get on a train and, you know, be able to get back to the office, especially. Now in persons are harder because most environments are hybrid or fully in the office. It was different when things were more remote. It was easier. Now, you know, people are being seen by their companies a little bit more where they don’t want to raise a red flag. But yeah, they’re, they’re fairly common. Normally I find the candidates are the ones driving those instead of the client though. Interesting. OK. What about that? You just raised, you know, hybrid versus, I guess, in office full-time, uh, versus, versus full-time, uh, remote. What, what are, what are, Does it, what are candidates looking for, but that’s so generalized. Is it based on age? Is, is it based on, I mean, if, if we’re talking about mid-level performers, mid-level, uh, employees, what are, I don’t know, can you generalize or? What are, what are, what are folks looking for? It’s so case by case. I used to say generationally, the early career people who hadn’t been in an office before and COVID, they’re reluctant to come in. And then also the, the later career folks who feel like they’ve earned their stripes don’t want to as much. I haven’t worked on a fully remote role with a nonprofit organization in probably 3 years, so it’s always typically what we see is somewhere between. 3 to 5, maybe 2, but 3 is kind of the norm I would say in office 3 days in office, yeah, and it also depends on the role. Could we do more than just development, right? Some program related roles are tough to do unless you’re there touching things be right, um. And some clients are just, hey, we’re a 5 day a week culture, like, and either people fit that culture or they don’t. Um, so it’s very case by case. I wouldn’t say there’s as many patterns now generationally. I think it’s kind of a personal thing. If they have it, they don’t want to give it up. If they’ve been going in 33 days a week, 5 is not horrible, but they probably don’t want to come in more than 3. You know, it’s very person to person based on what they have now and what they may or may not have to give up. OK, and it’s been a few years and you haven’t done a fully remote search yet in those, in those couple of years, in the, in the last 2 to 3 years, not one fully remote search. Interesting. OK. OK. All right. You got, you bring an interesting perspective, well, valuable, valuable perspective, Mitch. It’s time for Tony’s take 2. Thank you, Kate. Uh, this week, as you are listening, uh, I am at the. YMCA National Development Conference, uh, it’s called NATO for North American YMCA Development Officers, NATO. Uh, so if you are there, please come see, uh, us. Uh, I say us because I’m presenting along with Brian Saber. You might know Brian. He’s the founder of Asking Matters. Uh, they have the, uh, the different, and Brian’s been on the show several times. They have the different asking styles, whether you’re, uh, an intuitive or a go-getter, or a, or a, uh, rainmaker, and I forget the fourth one. But You know, the asking, the asking styles, they’re very popular. So he and I together are presenting on Friday at the NATO conference. Gifts and wills, the ABCs of how to ask, and we’re gonna talk through. The, the format and the flow of your solicitation meetings around gifts and wills. Uh, lead up to it, how to get the meeting, how to conduct the meeting and, and lead it. And then how to follow up. So all about the, uh, the solicitation process specific to the most popular planned gift of all, the gifts and wills. So if you’re in Long Beach, this is all in Long Beach, California. This week. So if you’re in Long Beach at the NATO conference, I hope you’ll check us uh at the, uh, at that presentation, which is, uh, it’s on Friday, Friday morning. And that is Tony’s take 2. Well, actually, let me add, uh, I’m grateful to be at the NATO conference. This is the 3rd year in a row that I’ve spoken. Uh, and this year doing it with, uh, with Brian. So, very grateful to have the YMCA North American uh organization always always bringing me back year after year. I appreciate that. And that is Tony’s. Well, actually there’s one, no, that’s it. That is Tony’s take 2. Kate. I must just like hit my mic, um, to say break a leg at your presentation. That’s so exciting. Thank you. Thank you very much. We’ve got Bu butt loads more time. Here’s the rest of mid-level recruiting strategy and tactics with Mitch McDermott. What about the idea of having the person do some work? Like write a, write a, write a letter to a donor. Write, write, uh, you know, so, hopefully it’s not like so burdensome, like it takes 3 hours, but, you know, write a donor communication or something like that. Is that, is that kind of, is that kind of childish or is that, is that? Reasonable. You put it either way, I’m, I’m not invested in this. I, I don’t, I don’t do this. I don’t do these things. I have a one-person company. I don’t hire people, so I’m not, I’m not picking your brain from my, I’m not trying to get free advice. It’s just things I’ve seen through the years. I’m, I’m, I’m questioning. 9 out of 10 development searches have some type of written project. Do they? Interesting. Yes, to me, I think it can be helpful. I also think sometimes it’s not. It really depends on the level of the candidate. Like to me, if someone’s been doing something successfully, we can run reference checks to make sure that their performance on their resume and what they tell us is accurate, um. You know, they’ve been a VP for 7 years and they have a 20-year career in development. They’re, they’re probably credible, right? If they haven’t jumped around a lot and they’ve stayed at organizations through growth, you can kind of make the case that this might be a little elementary for this candidate, and sometimes we’ve had that happen where we really have to coach the candidate. The client is adamant about, you know, at the end of the day, we can provide consultation, but the client’s gonna do what they want, and we have to be OK with that. So like coaching the candidate like, hey, it’ll only take an hour, I know it’s elementary. But if you want this, show them, show them why, you know, give them a taste of what you can get. We’ve had some candidates feel like it’s like giving free work. Sometimes it’s more comprehensive than just like, hey, write up a program for individual giving or kind of a campaign that you would do high level, one or two pages. Sometimes it’s in-depth strategic planning where they would probably pay a consultant to do that kind of work. That’s where it gets a little dicey because candidates feel like, hey, I’m doing free work at this strategic plan, like write a strategic plan for us. Like an annual plan for year one, how you would approach this job, and I think again it comes from having limited resources, so they want certainty. When anyone hires, they want certainty. They want to know that the person they hire is going to do what they want them to do and achieve what they want, and they want certainty that person’s going to be around for 10 years. Neither of those you’re ever really gonna get, um, and I think those longer projects are for them to feel really certain that if they hire that person, they’re going to get the outcome they want. OK. Very interesting. Um, yeah, my advice for, for companies doing that is keep it easy, no more than an hour of work and no more than one page worth of work sample. Like keep it easy, get a sense of their strategic thinking, get a sense of their work product, but don’t put a big obstacle in front of you where you might lose the person you want by asking for too much. And again, it’s different if someone’s not working. It is different because the companies have more leverage. And the person doesn’t have as much going on in their work life to be able to put that time in. But when someone’s working and they have families and the weekend’s time for that, and you put an eight-hour assignment in front of them, it, it can be a bottleneck for them. Yeah, yeah. Well, I, I was just thinking, I mean, 8-hour assignment, yeah. Well, no, but you know, like if you’re, if you’re a, if you’re gonna be, you know, chief development officer. Uh, you know, put together a plan for the office. You know, we’ve got 12 people who’ll be working with you. Put together your first-year plan. That sounds burdensome. Yeah, Uh, versus, versus, you know, put together a, maybe a plan for a campaign. Or something like, you know, something discreet. Maybe an email campaign or a peer to peer campaign, you know, around our, you know, whatever. All right, all right. Um, I’ve seen candidates be very proactive with, uh, bringing, like bringing an outline or something, you know, that, that isn’t solicited. Um, I think that that’s impressive. Like if you’ve, if you’ve spent time going through, you know, here are the, here are the major points that I would focus on and how I would focus on each one. Like, you know, maybe enhancing, deepening your relationships, acquiring new donors. I mean, those are very different, you know, but whatever the, whatever the job requires, uh, you know, like put together a one-pager, I think that’s impressive. I agree, I agree. Again, I think it all comes down to who it is, right? If, uh, and we’ve had some Passive candidates put things like that on their own, or they just have one. It’s kind of like their playbook of, hey, if I come into any organization, here’s my playbook for how to drive or build a giving strategy in a certain segment of giving. Um, I’ve seen candidates who, again, I think if you’re not working, I would encourage you to take the time to do that, do everything you can to put your best foot forward and wow, the, the company you’re looking at. When people aren’t working, it is different because we’ve had candidates get an offer and they turned it down because they just felt like what they had now is better. So it is kind of that that balancing act of the company also needing to kind of show the candidate why they should make that move, because there’s risk for them too, uh, if they leave a company they’re relatively happy at, they want to know that this is going to be better. If we’re hiring at a lower level, let’s say it’s maybe it’s entry level or maybe it’s not quite mid-level, like mid between entry and mid, and, you know, uh, it’s, it’s likely. Gonna be filled by someone who’s Gen Z, you know, like, or, or just, you know, barely over. Um, you mentioned, you know, moving around a lot. That’s still, that’s still a red flag. Like, if you spend 12 to 18 months at a play, you know, and you’ve done that only like 33 times or something in a row. That’s not a red flag. That’s not a red flag. That’s not a red flag. I, I think it’s relatively normal, and this is across any industry. OK. The 1st 5 years of career, people are kind of figuring out the industry, the job, the functional area they play in. So I think that’s relatively OK. Where I get concerned is the 1 to 2 year stints over a 10 or more year career. And we see a lot of that in development, especially in the frontline facing fundraisers, where, you know, and, and that concerns me because if you go into somewhere for a year or 2, you’re not really seeing a lot of impact. Year one, right, the impact compounds. So you gotta build your collecting a paycheck and moving on before the business actually gets the ROI from the higher. So they’re jumping, they’re jumping because somebody will pay them $200,000 or $25,000 more exactly. Yeah, that’s a red, OK, that’s where it concerns me, but early career, I think is relatively normal, uh, again, across, across any industry, any function, most 5 sub 5 year experience candidates hop around a little bit because they’re figuring out what they want to do. Uh, after 5 years, I’d want to see some 3+ year stints, but to be honest, and this is across averages, most, the average tenure now is 2.5, 3 years. If you look at, you know, someone’s last 5 years, they probably worked at 2 places. It would be more surprising to see someone only worked at 1 in the last 5 years. In, in what kinds of roles you’re talking about? Across the board, anything. Yeah, yeah, this is, this is across industries and functions. 3 years, 2, 2.5 to 3 is somewhat of the average. You see some of the 1.5, maybe a 5 here or there, um, but finding the people who stay at companies 5 years on average is almost hard to come by nowadays. There’s a lot more movement and I think also, um. You know, COVID-related stuff, you know, um, companies doing downsizings or, you know, a lot of changes in the corporate environment. What I find now is not a lot of organizations offer a 10-year career. Um, I think earlier in the 2000s, you could go to a company, you had growth, you had development. A lot of that’s changed. The synergy between employee and employer is kind of disintegrated in certain ways on both sides. Yeah, now when you say company, you, when you say company, you’re including nonprofits. Yeah, even nonprofits, yeah, yeah, yeah, I think that’s very unfortunate, you know. I, I, I, I don’t expect that you’re gonna be able to keep somebody like for a career, you know, 35, 40 years with us. But You know, but the, the mentality on the employer side that You know, they’re, they’re probably only gonna be with us for a few years anyway. So, you know, let’s not invest in professional development. Let’s not invest in a career progression plan for them or, uh, what, maybe that’s overstating, but a, a progression plan for them here at the organization. Let’s, let’s not talk about that with folks, you know, because they’re not gonna be around long enough. That, I, I think that, I mean, that’s self-perpetuating. I think, I mean, self-fulfilling, you know, OK, so there’s no, you, you can’t do professional development. I don’t see any growth here. Uh, you know, so that, that’s self-fulfilling. You’re gonna drive people away. Yeah, and it’s interesting, the candidates who get an offer and turn it down are the ones that have been 7 years and they feel a sense of loyalty because the companies, the things that they’ve gained, the skills, the experience, that loyalty isn’t worth breaking. Um, but again, right, not enough organizations, nonprofits do that these days. So it’s the, the problem is on both sides, and I think the solution starts with the organizations only because you got to show people a reason why they shouldn’t leave. Yeah, and you got almost recondition your employee group to go, this is a place that’s going to give me everything I want. I don’t need to leave for 5 or 100 because I’m not going to get all those things there. Yeah, no, I agree. I, I think it starts with the employer. I don’t think the employees should be asking for these things. I think the employer should be offering. Professional development, uh, uh, progression opportunities, mentoring, you know, a buddy system, something like that, you know, for onboarding, um, OK, so I just created my own nice segue. I want, uh, I’d like to hear your advice on onboarding a new employee. What, what, what do you like to see there? Yeah, I think with mid-level it’s different than, yeah, mid-level, um. I think give people the trust and autonomy up front, where I see hiring go wrong is when leaders are reluctant to give away the responsibilities all at once. So like I’ll give you an example, like if you hire down, like we talked about finding someone who can create outcomes, but maybe don’t meet your criteria, sometimes clients will put a but, but then I don’t want them to lead the team right away. I want to give them, you know, time to ramp before this. And then the people start to feel underutilized uh in those roles. So I think if you, if you make a hire, hire the right person and trust that you did and give them trust day one, and allow them to prove and, and keep that trust, where I see some of the onboarding fail is where they have to earn trust, and that becomes very real for the candidate, and then they start to feel undervalued or underutilized, and they start to wonder what is a year here going to look like, um. Because they’re not feeling that sense of autonomy and empowerment, um, so I think it’s very big on, again, giving people trust on day one. Trust that you, you, you made the right hire and let them prove to you. That you made the right choice and and give them that leeway out of the gate versus kind of setting, I guess, emotional levers of when you feel they’re ready for certain things. Trust that you hired the person who’s ready for the job today. Hire the right person, yeah, yeah, yeah. But what else about onboarding? Other advice? Yeah, I think, um, like check-ins. I think sometimes people forget that again, like you’re the kid is interviewing you as much as them and and they’re interviewing you the 1st 90 days. They’re evaluating, is this a place I’m going to spend the rest of the year? Is this a place I can spend 3 years. So I think almost. Making established check-ins and being really open to feedback, um, and not having too much of an ego from an employer standpoint around things. Again, if I think if you hire the right person, they’re gonna find things, they’re gonna find gaps and challenges. So be open minded to those things, knowing that someone’s gonna want to make the environment and the organization better. I’ve seen people say they want to hire someone who can bring ideas and help, but when it actually happens, yeah, right, now we’ve never, yeah, we’ve never done it that way. Yeah, you hired me to do things differently. Yeah, those are where I see hires not work, right? Yeah, they just don’t have, that’s maybe more of an empowerment thing or, or, or empowerment of ideas and, and impact. Um, so that would be the advice there too is, you know, be open to ideas, be open to change. Again, if you hire the right person, their goals are the same as yours. So be open-minded on maybe a different or better way of getting to that outcome. What’s your advice for nonprofits, uh, how to work best with a, Recruiter, headhunter. Yeah, yeah, I think it depends because I do think there is a lot of noise in our industry. I would say really dig into the firm that you use on how they recruit, their methodology, because there, there’s not a lot of headhunting agencies out there anymore. There’s a lot of the high volume models. So I would dig into what’s your fill rate? How many candidates should I expect to see? If you’re hearing more than 5, they’re likely just going to be throwing things at the wall and move on. when success isn’t there. Um, you know, how long does it take typically for you to fill a role like this? What’s your average timeline? What do you do if you have challenges, 3 or 4 weeks in? Do you move away? Or do you come back to us and give us feedback and data to help us? Um, so I think finding a true organization that’s gonna go after who you want, not just who’s looking is going to be key. And also trust the partner, just like the hire, right? Trust that if you pick the right partner. They’re gonna come back with probably challenges and obstacles and budgetary constraints and be open-minded on their counsel on how to solve those challenges and bottlenecks. What are, what are, what are some of those challenges, bottlenecks that you see that, that result in I guess when you’re saying there’s, there’s we’re getting bad outcomes like we don’t have enough applicants, we’re not getting the right kinds of applicants. What are, what are some of the causes of that? To be honest, 80% of our searches are misaligned comp. What they want and what they’re paying don’t match. 80% of our nonprofit searches across every function, finance, operations and programs, especially development. They want all the bells and whistles, but they’re paying for a role one or two levels below where those people play. You know, they’ll hire a VP but they’re paying for like a manager, senior manager type of candidate. Um, that’s The biggest constraint. More often than not, the searches we work on have those constraints with nonprofits. So I think being realistic, I also think Hiring is always looked at as a cost because you’re working with a fixed budget. Where I look at certain and I look at hiring as an investment and I try to coach my clients on that. If it’s a finance role, it’s tougher to make the case. If it’s a program role that can develop revenue through contracts. That could be, there could be an ROI of paying $200,000 more. If it’s development and someone can bring in half a million dollars of new funding versus someone who could do a million dollars in a year, that delta is probably worth paying another $2,500,000 to get an All-Star. So I, I try to recondition my clients to look at certain roles that have an actual ROI and the ROI of even spending 10,000 or $200,000 more to get a greater ROI from that higher. What about looking at the salary benchmark studies, uh, you know, Candid has one. I think they’re, they’re typically what they’re typically wrong. Like where we see challenges is where clients do work with a compensation company. If I hear they’re working with a compensation company, it almost turns me off from wanting to search because then they use that data as the law. Like we know this is the market. Those are almost never accurate, because what you think about is maybe someone makes, let’s say 1:30 today, and maybe the benchmark is 130 at the ceiling, but they’re not going to leave for less than 140. You know, at the end of the day, you got to pay people what it takes for them to actually make a move, um, you know, and, and oftentimes people are already currently making more than what our clients paying, but they do, they want someone from a big, let’s say they’re a grassroots nonprofit. We want someone who can create structure and development. We want someone from a more established that someone that did this already. Well, guess what? They’re at a They went from a 10 person company to 100. Now they’re making way more than what you’re offering based on your compensation study benchmark for a company your size. So your comp range is accurate, but not based on the market you want us to look at. So that’s where we see people get caught up is. Sometimes it can be accurate, but it all comes down to who you want and where they’re at, what kind of organization they’re at, and bigger companies are gonna likely pay more than the smaller nonprofits. You make a really, well, you make several valuable points. The, the one that struck me especially is, You know, you gotta pay people to move. You don’t, pay them what they’re getting now. Why would they go to an unknown when they’ve got, they’ve got the known that they’re comfortable in. So you’ve gotta pay a premium to get the good talent to make a move. Yeah, absolutely, and I, I personally think it’s worth it, because I find when people are out of work, and I hate to generalize, but I find especially In development or any kind of sales or revenue driving role, companies are fighting to hang on to those people, even in tough times because that’s their way out of the hole. Um, you can get some really good people who are out of work or have been out of work and maybe they’re doing some consulting and taking their time to find the right thing, um, but you never know if they’re taking the first thing they get, or if they really are attracted to you. And I’ve seen some of these roles where it’s like, hey, we hired this person, you know, people aren’t sticking, but they’re hiring people who have been out of work for a year. They take the first thing they get, and then they use the time to find what they really want. Or again, if I, I, I think people make moves for two reasons. You’re running away from something, sometimes running away from unemployment, uh, or a really bad environment. Or you’re running towards something. The people who run towards something, that’s how you get a 3 to 5 year career stint out of someone is they chose you over what they had, um, because of what you can offer as a company, as a culture. Interesting. Um, so I look at those things as, yeah, you might spend a little more, but if that person sticks around and you’re not replacing this person and paying us another fee in 2 years, and you get more performance out of that person. Spend the money on the right people, they’ll, they’ll pay you back tenfold. It sounds like you, you, you maybe have a bias against folks who have been out of work for, for a, for a while. You’re more, it sounds, it’s, uh, it sounds like you’re more scrupulous of those folks. If they’ve been out of work 6 months or a year. Yeah, I don’t have a bias or or scrutinizing, scrupulous, yeah, scrupulous, yeah, I don’t know. OK, I’m sorry. I just wanna make sure I I use the right word. OK, yeah, I, I’m not biased, but you got to dig into the story. Like for sure, you know, I’ve had people where, hey, this job, you know, the company was horrible, right? I, I look at the common denominators of the right story. If it’s someone, hey, we had really hard times, they fought to keep me on. I was the last person. I, I definitely send that person. Again, you just don’t know though if they’re gonna take the right job or the first job, and that’s the only thing I want to really dig into through the interview process is how aligned is this versus you need a job and you’re going to take it if you get it. Uh, and is this a place you could see yourself spending a long career at? Because you just don’t know, um, but what I find is you get told what you want to hear when they need the job. When they don’t, you get a little bit more authenticity, so. I’m not biased by any means. There’s really good people who have been out of work. And, and again, the story’s got to make sense, depending on who they are. Um, but I find, you know, again, it’s, you got to dig in more to make sure you’re getting authenticity versus being told, you know, what you want to hear, essentially. Let’s flip a little bit for the benefit of, uh, no longer now nonprofit leaders who might be hiring, but individuals who may get contacted may want a relationship with a recruiter. So on the individual, on the candidate side, what’s your advice for dealing with you and the folk, the folks of your ilk in your, in your work? it’s always good to have a conversation like you said. You never know when you’re gonna need a job. You know, you could be stable, thinking everything’s good, 6 months go by, you could be out of work, the nonprofit could have had a really hard time. So I think it’s always good to proactively build a relationship. People think about, well, I don’t need a recruiter now, but it’s easier for us to help you if we already know you, and we know who you are, what you bring to the table, what you’re looking for. And again, I kind of look at us like agents in the sports world, right? You tell us what you want in a year. We can call you back in a year with the perfect thing. You still might not be looking, but it’s the right time and the right opportunity. So I think proactively building relationships can be helpful. Um, and I also think like when it comes to a job search, let’s say you are in a place where you’re not working, um, I find people are out of work a lot longer because the way people look for jobs five years ago, no longer creates the same output. There’s a lot of AI. There’s a lot of fluff and noise in applying and interviewing and being seen. I actually encourage candidates to apply for jobs like people did before LinkedIn. Make a list of the top 50 nonprofits you’d love to work for. And reach out, LinkedIn, email, phone call, go into an office, you know, do things like that that separate you and allow you to be seen as a person, not just the resume. Uh, we’ve had a lot of success coaching people on kind of old school tactics of how to find work and getting away from the, you know, applying to 100 jobs or 50 jobs a day, but taking more of a targeted approach to being seen by the right companies. Interesting. I, I love your, uh, I love the old school approach. I mean, I’m 64 years old. That’s probably, that’s probably how I got my last job 2028 years ago or something. Um, yeah, no, actually it was. I was talking to the, uh, Yeah, I was talking to the director of development before he was ready to hire for director of planned giving, but he knew he had a hire coming up, and I was a director at a, at a, a director of planned giving at a smaller college, and this was a bigger, this was a bigger university. So yeah, so actually we had, uh, Probably two breakfasts, you know, before hours, like 88 o’clock, 8:00 a.m. breakfast meetings. I, I asked you about after hours, I guess you could do before hours. Yeah. So he was pretty savvy. Uh, and then he did, he did recruit me when he was ready to hire. But he talked to me before, like a year before he, he had the job opening. Yeah, yeah, and I find people unfortunately these days, again, not to generalize, but I see a pattern. People don’t want to invest the time like that. Well, I don’t need a job. Why would I have breakfast with them, you know, I have my own stuff to do. People don’t see the value in building their network and relationships. Yeah, it’s your career though, man. It’s your career. Like, like you just, you know, you spend 8 hours a night in bed, you should have a good quality bed. You, you’re spending 8 to 10 hours a year, a day at work. You know, you wanna, you wanna have a quality of life, a quality of career. You gotta invest in it. Uh, I, OK, you know, again, at 64 years old, I love the old school approach. Yeah, me too. A lot of stuff we do is, is leveraging kind of that old school relationship driven. Can you, I’m, I’m putting you on the spot. Can you share a story of somebody who did that, who invested time in whatever way, and they ended up taking a job that was very good for their career? Yeah, I mean, it was someone I basically, I, I, I have this saying, it doesn’t matter what your job. The title is Everyone’s in sales and uh he wasn’t a salesperson, but I told him exactly what to do, you know, build a list of the 50 companies. I gave him free tools that you can use to find email addresses for people, uh, showed him how to find hiring managers on LinkedIn that he could associate the job posting to and then gave him some templates and sequences that he could use, you know, send a connection, no message, just connect, send an email, attach your resume with kind of a. A scripted email template I gave him and within a month he had like 2 offers, uh, and one of them wasn’t even a company that had a posting. And that’s the other thing we get calls from roles that aren’t online because they’re replacing someone so people don’t think about the hidden job market. I would say half of our current roles nobody could apply for or would know about. Um, their searches happening in the background. So doing that one, keep someone in mind for you, like what happened with you maybe a couple months down the line. And also, you might fall into an opportunity you didn’t even know existed, but focus on finding the right company that aligns with what you want to do, the mission that aligns with the mission you’re inspired by, and where you can make an impact. So, yeah, I had someone that I kind of coached through that process, did some cold outreach, got a a a really early win, started interviewing, um, so yeah, it it definitely does work, and, uh, even one of the offers was from a really, really big nonprofit. And you’ll, you’ll think this is funny. The last interview was with HR. Instead of the reverse process where you apply in the first interviews with HR, the hiring manager is like, Let’s grab lunch. Like, I wanna, like, you know, picked up the phone. They had a phone call. Let’s grab lunch. The last interview was actually the HR interview, and at that point he already had the job. Um, but yeah, the hiring I passed the process, and you kind of create your own way of getting in, which, in my opinion, can be better sometimes. Oh, absolutely. Yeah, if the hiring manager knows they want you, HR is gonna come along. I mean, they’re not gonna object unless they, you know, unless they, they, you know, they don’t, assuming they don’t find some red flag, you know, whatever. But assuming nothing like that. The person who’s gonna be, who’s gonna be working with the, the, the new hire tells HR this, this is the person I want. It becomes pro forma with the, with, with human resources. Yeah, exactly, yeah, and I find people the wrong buyers, right? They, they market themselves to the HR person who doesn’t really have the authority. They’re working off a criteria list where the hiring manager. Might be willing to be flexible for the right person if you can prove to them that you’re that person. So, I normally encourage people who are looking, shoot high. If you’re in development, reach out to the CDO or even executive director, depending on the size, like go as high as you can and let them introduce you down. It creates more leverage in that process of being seen and trying to work your way slowly up that ladder. Love this. What about that, uh, you mentioned ways of finding. Managers’s emails that you can associate with. Is that a, is that a proprietary secret? No, no, proprietary trade secret. All right, can you share it with nonprofit radio listeners? It’s a, it’s a website called hunter. H U N T E R. O. Uh, you make an account, you get free 50 credits a month. It’s like 100 bucks for like 500 emails. So like it’s not even expensive if someone needed more, but you get 50 free emails a month, uh, and literally you put in the website domain of the company, and it tells you the nomenclature, you know, first dot last name at or first initial. So you don’t need if you have 3 people at a company, just use one credit and you have everyone’s email and you can kind of use the names on LinkedIn to figure it out, yeah. Outstanding. Thank you for that, Mitch. What, what’s the, what’s the site again? Hunter.io. Hunter.io. All right. Yeah, thanks for sharing that. Yeah, of course. This is great. Uh, you got a lot of good advice, savvy, savvy, uh, savvy advice, you know, from the nonprofit side, a little on the individual side. Um, And uh you’re, you’re, uh, you’re bringing senior-level search strategies to, to mid-level positions. All right. He’s Mitch McDermott, founder and CEO of Talent Ascension Group. They’re at talent ascension.com. Connect with Mitch on LinkedIn. Appreciate you very much. I loved it. Thank you very much, Mitch. Yeah, thanks for having me, Tony. This is a great conversation. I’m glad. Next week, mission driven mergers. If you missed any part of this week’s show, I beseech you, find it at Tony Martignetti.com. Our creative producer is Claire Meyerhoff. I’m your associate producer Kate Martignetti. The show’s 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. Be with us next week for nonprofit Radio. Big nonprofit ideas for the other 95%. Go out and be great.