Tag Archives: philanthropy

Nonprofit Radio, January 18, 2013: Giving: Looking Back And Ahead

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guest:

Rob Mitchell

Rob Mitchell: Giving: Looking Back And Ahead

Rob Mitchell, CEO of Atlas of Giving, tells us how giving did by sector, source and state in 2012, and how it will do in 2013. What sector increased most? How did you fare compared to the larger picture? What’s ahead? We’ll give away a few $349 Atlas of Giving subscriptions that allow you to get instant personalized forecasts for a year. You can win by listening to the show and by taking the survey below.

Please take a moment to answer three quick questions. If you want to be entered in the contest to win, fill in question 4 with your email address. You’ll find it below. Thank you! If you could also share it with other nonprofit professionals, I would appreciate it.
 

Create your free online surveys with SurveyMonkey, the world’s leading questionnaire tool.

Here is a link to the survey: http://www.surveymonkey.com/s/FG78NBB


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent you know me, i’m your aptly named host. I hope very much that you were with me last week don’t let me hear that you missed social media data to find advocates, leaders and hidden vips. Casey golden, ceo of small act, and mark davis, director of product marketing for blackbaud shared ways to leverage social media metrix to find hidden gems among your constituents, and that was pre recorded at the bb con conference that i was at last october and get engaged for amy sample ward, our social media scientists and regular contributor she’s, the membership director for in ten non-profit technology network, and she continued our siri’s on serious engagement through the social networks, looking at staffing, who should staff your social engagement? How much time are they going to spend and what policies do you need? This week e-giving looking back and ahead. Rob mitchell, ceo of atlas giving atlas of giving, tells us how giving did by sector source and state in two thousand twelve and how it will do in two thousand thirteen what sector increased most how did you fare? Compared to the larger picture and what’s ahead? We’re going to give away a few three hundred forty nine dollars atlas of giving subscriptions that will allow you to get instant personalized forecasts for a year, and i’m very pleased that rob is with me for the hour, about midway through tony’s take two my block this week. Is the charitable ira rollover revived? I blogged that last week also, but there’s still, the january ketchup provision that’s available for your donors to make gifts from their iras, and i’ll talk about that. It is now my pleasure to welcome to the studio and back to the show. Rob mitchell he’s, the ceo of atlas of giving, which is at atlas of giving dot com yes, thirty years working in and around non-profits as a fundraiser, executive and consultant, the atlas of giving measures analyzes and forecasts charitable giving monthly by sector source and state, and i’m glad to welcome back to the show in the studio for the first time. Rob mitchell, how are you? I’m doing fantastic, tony, how are you? I’m well to guide you. You’re visiting from texas, right? I am it’s. A we don’t get this kind of weather in texas to off yeah, we’re in the thirties way have been for a few days dahna let’s talk about the methodology let’s re acquaint listeners who may not remember from last january what’s the methodology of the atlas of giving. Ok, well, it goes back tio my experiences, a practitioner, most recently at the american cancer society running the fund-raising programs for the society and i was always frustrated that there was no benchmark that i could use to measure are giving on a contemporary basis the only measurement that was available at that time was giving yusa, which comes out in june mid june, following the giving year and our fiscal year there started in september, the giving us a numbers weren’t particularly useful to me anyway. Bottom line i had a hypothesis and a hypothesis was that charitable giving was directly tied to certain factors in the economy and demographics, and if we could identify what those factors were, we could build a measurement device for measuring charitable giving as it occurs and perhaps a forecast, and i’m happy to say, we’ve been able to do both very successfully. So what we were able to do on what we started with was we we looked at over seventy five different demographic and financial variables econometric down. Is that true? It’s condom actress it’s an album that work, this is a very highly educated all right, great it’s an algorithm, and so what happened was we gave a team of twenty five phd researchers seventy five more than seventy five variables to look at, they came back to us on a national basis. We also gave them forty two years of published e-giving data to look at, they came back to us, they said, ok, these air, the factors that affect charitable giving, and we’ve built an algorithm that when matched against forty two years of published giving data matches with a correlation of coefficient of ninety five and a half percent, which almost never occurs. Okay? And so since then, we’ve been able that was for national giving the toll picture. Since then, we’ve been able to develop specific algorithms for each of nine sectors and for each source of giving individuals, foundations, corporations and bequest and four fifty states in d c okay, excellent, and you can do this looking back and also forecasting for the future. Yes, one of the great things about the factors that we now know affect charitable giving that charitable giving is directly tied to is that we know that many of those factors have already very successful multi year forecast. So we’re able to incorporate those forecast into our our algorithms to measure cheered will giving to produce a very reliable, very accurate forecast, in fact are variants for the last two years on our twelve month forecast, which is the has the most variability it’s kind of like weather. The further out you go, the less accurate it becomes. But our variants this year, for example, was about one and a half percent okay. Ah, how many data points are we talking about? Well, there are literally dozens, it depends on which algorithm you’re talking about. Some of the algorithms are in terms of input variables our it’s on ly a handful and others are more complex, and they range everything from i think most people are aware that charitable giving is tied in some way too gross domestic product, okay? And so many of the variables include gross domestic product. But they include everything from home sales and consumer confidence to even auto parts sales. Believe it or not, really okay, i had a guest on lately who made an analogy between e-giving fund-raising and selling cars. He had an interesting infographic, sort of whimsical, but was making making the point. So now there is an automotive off relationship, okay, unemployment, mazarene heimans huge unemployment well, it’s, it’s huge in some sectors and some sources, obviously individual for individual giving. And you know, tony, one of the things we’ve learned through the process of creating the atlas now on running it for a few years is that the charitable giving machine is very intricate. And so how an organization raises money is oftentimes mohr important related to the economy than what sector that they’re in? And one example i would give you over the last two years as unemployment’s bin as, you know, very high and by historical standards so unemployment’s been high that has a huge impact negative impact on those organizations, which primarily rely on small lots of small individual gifts. I’m by the same token, the organizations that have relied on on major gifts, colleges and universities. Is an example. Thie education sectors done very well the last couple of years, but the stock market has done exceptionally well the last couple of years, and the unemployment rate for college graduates their alumni is less than half of what the overall unemployment rate is for the u s this is all very interesting level these moving parts now you have close to a million data points. Is that right? Are is that right? Or, you know, one of the one of the things is a very high number nine hundred ninety thousand something you’ve got nine hundred ninety thousand data points and so that’s that’s about fifty years of giving history and all the variables that are involved. And so we’ve used that now to create what will be an instant custom forecast for organizations to be able to use, and the reliability is still at the ninety five point, five percent or little hyre it’s, the reliability on that particular product is going to be very high it’s going to be in excess of ninety five percent. We also have what we call atlas premiere, where we actually taken organizations multiyear, giving history and build their own algorithm. We can determine what economic and demographic factors dr giving that for that with them individually for them. Yes, ok, very interesting. We have just a minute before a break. Why don’t you, uh, thi’s two thousand twelve will just give us a broad overview of two thousand twelve, and after the break, we’ll go into the details. Two thousand twelve was a solid giving year, but i’ll parenthetically say, not for everybody, okay, but it was a very good year, right? What it was a very good year. Giving was up six point, seven percent overall in the nation right in two thousand twelve. Okay, we’re going to come back and talk in greater detail about two thousand twelve and also the forecast for two thousand thirteen. After this break, stay with us talking alternative radio, twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam lebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress people be better business people. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classics, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s, the hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com dafs welcome back. We’re with rob mitchell’s, ceo of atlas, of giving. We’re talking about all kinds of giving last year and this year. All right, so let’s go into detail, rob about twenty twelve let’s start with the sectors who did what? What sector did the best in twenty twelve? Well, we had several sectors that were extraordinarily good. The environmental sector, though it’s, the smallest sector that we measure, had a very good year in two thousand twelve. What what’s the what’s, the proportion of giving that goes to environmental? I think environmental is about five percent of all giving. Ok? And how well did they do? They actually did very well. The environmental sector was up ten point nine percent in two thousand twelve. Okay, let’s, look it at other sectors. I’m sure you have education. Education had a good year. Education e-giving was up eight point eight percent in two thousand twelve. Okay. And disaster relief was was comparable, right? Disaster relief was comparable in large measure because of hurricane sandy or i guess superstorm storm sandy eight point eight percent also a point. Okay, religion. You had said last year that religion was a declining percentage. Of total giving it isthe continues to being continues to be so what is the proportion that goes to religion now? The proportion that goes to religion now is thirty five percent of all gifts go to religion. And was that was a thirty six last year. Was it a percent hyre or it was a percent hyre last year. Okay on dh s o education is now is declining. And how? How much religion is the client? I’m sorry. Religion is declining as a percentage of total giving as a percentage of total. How did it do? Last year in religion? One thousand religion e-giving to churches and religion was still up in two thousand twelve. But it was up less than the national average and up less when compared with all the other sector. So was up four point two percent. Okay. And you had said earlier the national average is six point seven percent. E-giving that is correct. Okay? And how much is that? How much is how much is our total e-giving from all sources? Three how much was in two thousand twelve? Three hundred little over three hundred and sixty nine billion dollars was given. To charities of all kinds in two thousand twelve. Okay, let’s, let’s. Keep it let’s. Keep looking at the sectors. What other ones have you? Have you got there? We did disaster environment, religion, education. Health was up five point eight percent. The arts were up eight percent. Human needs in society was up seven point eight percent international was up seven point three percent. And what the what we call the analogue k did sector, which includes things like donorsearch vise funds was up nine percent. Okay, now this is a world premiere of these numbers, right? These have not yet been released. They have not been released. In fact, our official press release is not scheduled to go out until tuesday. Okay, outstanding. We have a way. Have some prizes to give away. You’re giving away some subscriptions to atlas of giving for a year. Why don’t you just tell people what it is? They’re they can win. Well. Starting next week, in the middle of next week, we’re going to introduce what’s called atlas custom. And so the winners of these will be able to go on our web site with a code that that you give. Them and they’ll be able by answering six questions about giving at their organization things like what was their total giving last year? What percentage of their gifts came from foundations, corporations, individuals in bequest, those kinds of questions? They answer six easy questions, and they get a twelve month forecast that has for their organization, and we’re going to be charging three hundred forty nine dollars. And by the way, our forecast is updated each month because just like with a weather forecast, we can’t predict today what the weather is going to be a year from now in new york city, whether is a bad example, i think you should find a different analogy to make them whether well, actually trust the weather are twelve month forecast is a whole lot better than the weather. Okay, we hope so. All right, so so users so winners can go in as many times as they’d like throughout the year that they’ll get the free subscription. Sure, but the numbers are only updated once a month. The numbers are updated once. Okay, excellent. And we already have a winner. The winner came from our survey results on that is her. E mail is cheryl at ascending? Non-profits so we’re going to be sending cheryl at ascending non-profits, eh? The code. We’ll give the email teo robin, he’ll give you the code. Is that how it was going to work? That’s bad is how cheryl congratulations and one of the questions that we asked on that survey that cheryl won. And by the way, did you know we have a survey often on shows? If you didn’t know that, then you should be subscribing to our weekly email alerts. They come out every thursday. Tells you the guests are going to be that week and also has a link to the survey. You can also find the survey on my blaga tony martignetti dot com one the questions we asked is, do you benchmark your charities giving against others in your sector? And about two thirds said yes on one third said no, very interested into that. All right, two thirds. And this is atlas e-giving is perfect for benchmarking it is you want to see how you did compared tto your sector, your others in your state and in different from different sources. Well, and one thing i would say is you know, we’ve talked about this new product that’s being debuted next week that we’re giving away today, but we have a free product and the free product comes out once a month and it’s the atlas of giving report and it shows e-giving by month for the last twelve months and so you’re able tto benchmark your results by sector source and state every month, and it doesn’t cost you a dime. All you have to do is go to atl e-giving dot com okay, but what we’re giving away is the custom and custom custom forecast custom forecast. Okay, we have a way for live listeners to win that custom forecast. We’re going to give away two on twitter and two on facebook going to see how this goes. I i’m asked the first to people who tweets or put on the show’s facebook page this phrase, i’m listening live too hashtag non-profit radio and we all know the hashtag is the pound sign i’m listening live to hashtag non-profit radio tweet that right now, live listeners tweet that right now if you’re one of the if you’re the first or second person to tweet it, then you’ll win, and if you’re the first or second person to post that phrase on the show’s facebook page, you also will win. I’m listening live to hashtag non-profit radio. Go to twitter, go to facebook, do it right now and this is a good time to send some live listener love we got live listeners san antonio, texas, yonkers, new york and south field michigan is that field? Sam, i can’t read your terrible writing. Southfield, michigan, yonkers, new york and san antonio, texas live listener love going out to you and yes, we have listener’s foreign as well. Valencia, valencia, spain welcome hola. Okay, rob mitchell let’s get back to some of the numbers on san will be monitoring the hashtag in the studio, but we’re also going toe check it with the show social media manager for final results will come from regina walton. Um to what do you attribute this very strong two thousand twelve giving here? Well, there, there are several things one, as i would say, the stock market had a huge impact. The dow grew at more than ten percent in two thousand twelve, the broader market, the s and p measurement of the market cruise. Sixteen percent in two thousand twelve. That was huge. Gdpr gross domestic product, really gross domestic product, was up and accelerating in the last in the last part of the year, the last half of the year. That was that’s, always good news, forgiving. Home sales home sales are r the the best they’ve been in the last five years. Home prices we have seen the worst. It’s over home prices are on the rebound. There were there were some there’s, some great things. You know, when people think about the economy typically they think about this amorphous economy. And if you listen to too much news from the media, you get a distorted vision of what the economy is really doing because there are certain factors in the economy. I bet that most of our listeners today were unaware that start the broad stock market was up sixteen percent last i agree, i think most people aren’t aware of that. And so now the one thing that is that the year could have been a lot better, because if you consider the fact that individual giving accounts for seventy five percent of all gifts in the united states, unemployment is still a major drag. We started the year with unemployment at eight and a half percent, and now unemployment is at seven point, eight percent. So a slight improvement, but based on historical levels of unemployment still tough and here’s the thing about unemployment to when it relates to giving, if you’re out of a job or you fear becoming out of a job, you discontinue your charitable giving on for the most part, drastically reduced, and then once you become reemployed, what? What our studies show is that you are you’re giving will not continue for another couple of years after you become reemployed because you’re you and your family are making up for it, but you’ve got to catch up it’s deferred expenses, replenishing your savings, the vacations that you didn’t take, those sorts of things so charitable giving there’s a delayed effect and high unemployment and it’s huge in in in the charitable giving pie for the u s because individual giving is such a large part of that seventy five percent. One other thing i’d say on the positive side about individual giving, this was a fantastic year for what i’d call the uber gift. Warren buffett gave a three billion dollar gift this year. Mark zuckerberg, the founder of facebook, gave a gift that was a billion million dollars shy of five hundred million dollars. In fact, there were there were five gifts that accounted for almost two. Point five percent of the entire charitable giving economy, and this is a typical compared to two thousand less this is that this is the year where i would say is the the rebound of the nine figure gift and s o we haven’t had gifts this size in the last couple of years, and this has been good, okay? We have a couple of people who have tweeted the phrase durney i i’m listening live to hashtag non-profit radio looks like michael baker and jim gillette, but we’re going to confirm that the final arbiter of the prizes is the show’s social media manager, s o preliminarily it’s, michael baker and jim gillette on twitter. But we can’t say for sure on facebook. I don’t know we’re not looking at facebook in the studio, but facebook put that same phrase on the show’s facebook page. I’m listening live to hashtag non-profit radio and if your first or second you will win one of these subscriptions you rob, we’re talking about individual giving, so why don’t we talk about some of the sources of given and how those did compared to two thousand eleven let’s start with individual what happened? Individually, individual gifts were very close to the national average and gain percentagewise. Individual gifts were up six and a half percent in two thousand twelve, and we would expect that because that’s such a big proportion such a big proportion of the economy. Okay, well, your foundation’s foundations were up nine e-giving was up nine point three percent and that’s private foundations, right? You distinguish them private foundation. Okay? And and how about corporate foundation and corporate direct corporate foundation and corporate direct was up four point seven percent in two thousand twelve. Ok, and the one near and dear to my heart as a request bequest, we’re up five point nine percent below the national average, though below the national average. Unfortunately, alright, i’s, that all the sources that you, the fact we tracked four sources individuals, corporations, foundations and bequests. Okay with me is rob mitchell he’s, the ceo of atlas of giving, which you’ll find at atlas of giving dot com on. We’re talking about giving last year and later on we’ll get teo this coming year. Let’s, talk about some states. Yeah, you have. Ah, what? What’s? The most generous state in your measures. Well it depends on whether you’re talking about giving growth or total giving because total giving is directly related to population, as you might imagine, california, california, california and new york or big about texas, texas, texas is big and texas had a great year. I don’t know if this is widely known. Texas is the second most populous state, yes, rowing, because california, texas, new york yeah, you’re you’re aware thatyou gets out of that. Of course they have sex, and i’m always proud of things that are bigger and better. Text is texas living up to its number two population size in terms of overall giving it iss in fact, e-giving in texas was up over eight percent this year, and i would tell you this tony about st giving about regional giving if you look at the states that did well last year, no surprise those air, the states that that had the most robust look economies for those states and so texas’s experience as texas is an example is experiencing a huge swell and uptick in the oil business, and it has a very compared to the national average has a low unemployment rate and so other states that have done well the past year, florida, pennsylvania, illinois and so those states have done very well compared to the other states most of the other states were, you know, they’re pretty close to the national average just above or just under okay, well, what? Which state had the largest growth in e-giving from two thousand eleven to two thousand twelve? That distinction falls to let me look at my notes here for a second, okay, that distinction falls, tio see? Well, rob is looking that up. I’ll remind you if you tweet, if you post the phrase i’m listening live to hashtag non-profit radio on the facebook page shows facebook page if you’re the first or second person to do that, we will give you one of these three hundred forty nine dollars subscriptions to atlas of giving for the whole year, you’ll be able to personally predict how your fund-raising will do. Bye bye source do we have? We have that we do highest increase what? I’m really disappointed, tony, because texas didn’t make it to number one, but illinois was first with seven points. Well, excuse me. Florida was first was eight point four percent. Growth eight point four percent in florida. Ok, eight point for illinois. Second was seven point seven. Texas was in third place with eight and a half percent. Okay. All right, top three. Interesting. We have just about two minutes before before our break. Do you consider donorsearch vise funds? How do they think they work into your that’s? A very big source of its e-giving. And then ultimately, hopefully sometime there’s a delay of gifts to charity had well, the way that it’s working now is very interesting because those gifts are factored in. And if you look at our largest donor advised funds the fidelity gift fund, they they’ve renamed it, but they had a they had a record year for the second year consecutively and grants made out of the fund and on new gifts into the fun really grants out. Yes. Very interesting. Yes, but we like to say and so but they’re they’re they’re gifts in group. Believe it or not. Year over year eighty nine percent from two thousand eleven to two thousand twelve. Holy cow! Are you sure? Yes, pasha it’s. Not a mistake. Positive. You can go to their website. Check me. Out eighty nine percent growth you’re over from eleven to twelve. Yes, my goodness. Okay, we’re going to continue this discussion after the break. Tony’s, take two, and then, of course, robyn, i will keep talking. Do we have there? Have anybody who facebooked thea, nobody you could still win on facebook, are still giving away to atlas of giving subscriptions on facebook. Post the phrase on the radio show on the show page. I’m listening live to hashtag non-profit radio. I hope you’re going to stay with us e-giving thinking, tooting, getting ding, ding, ding, ding! You’re listening to the talking alternative network, itching to get in. E-giving cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to the talking alternative network. I’m leslie goldman with the us fund for unicef, and i’m casey rodder with us fun for unison. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Welcome back to big non-profit ideas for the other ninety five percent time now for tony’s, take two at roughly thirty two minutes into the hour. My block this week is the i r a charitable rollover revived. I mentioned it last week, but i want to spend another a few minutes talking about it because you still have this. Your donors to still have this january catch up provisions a reminder that the ira e-giving was revived in the american taxpayer relief act that was passed on january first. It’s not really a roll over, roll over is the ah popular phrase it’s ah it’s actually a distribution and it’s called a qualified charitable distribution so that’s what i’m going to call it, i use roll over on the block just because that’s, what people are going to search for your donors have to be over seven, seventy and a half or over on the date they make their gift. They do this from a traditional or a roth ira. They have ah, maximum qualified charitable distribution of one hundred thousand dollars per ira owner and that’s across all the across all the qualified charitable distributions they might make. The different charities per year, so one hundred thousand dollars maximum per ira owner per year, and the distribution has to go directly from their ira, too. Your charity this january catch up provisioned that i mentioned is that if if they make a qualified charitable distribution to your charity in january, got to do this before february first, then they can count it toward two thousand twelve, and that will do two things for them in two thousand twelve. It will be eliminated from their taxable income, so it’s not reported as income, and it will count toward there rmd or required minimum distribution. So two thousand twelve most people have probably already met their required minimum distribution because we didn’t know we were gonna have these this catch up provisions. So by december thirty first, people probably already took what they what they needed to otherwise they would have been penalized, but this has the advantage of being nontaxable and still counting toward that required minimum distribution. There’s a lot more about this on my blogged at tony martignetti dot com, including a one page downloadable briefing that i wrote for you that you can use to brief your board use it in the newsletter or email blast. Ah, that is also part of that post on my block, continuing now with rob mitchell, ceo of atlas, of giving and rob, why don’t we talk a little about you’re twenty thirteen forecast? Well, thanks, i love talking about the forecast, although i i’m afraid i don’t have great news for two thousand thirteen so the atlas, by the way, is the only forecast for charitable giving in the us and it’s been very reliable on dh, as i mentioned before, month to month it’s it’s nearly one hundred percent reliable actually for the quarter. It’s a little less reliable than it is for the six month period but for twelve months ahead. It’s very reliable with the variants of about one and a half percent. Okay, so it’s it’s a very reliable forecasts are forecast for two thousand thirteen. We should have a drum roll because it’s the world premiere that’s the world premiere of this forecast it’s a world premiere the forecast for total giving for the united states two thousand thirteen will be three hundred seventy five billion, which is only a one point six sadly only a one point six percent increase over two thousand twelve. Oh, my goodness, compared to six point seven from from last year. Yes. Okay, um, you have something special about the last quarter of this year? Well, actually, the last four months of this year. Indeed, for the first time since we’ve looked at things the it’s actually more than the last quarter it’s out called the last trimester, it starts in september and so what we’re what the atlas is showing for september, october, november and december is that giving will actually be less than it was for those months in two thousand twelve. So if you’re relying on a big year end, this isn’t the year for it. And why do you predict that those four months are going to be so much worse than the corresponding months in two thousand twelve? I think a major factor is the stock market, and we’re not expecting the stock market to have the same kind of year in two thousand thirteen that it’s had the last two years, so stock market growth is certainly a part of it there’s some other factors involved, you know, we talk about individual giving, making up such a large part of the charitable pie and there’s some things that have hit americans starting in two thousand thirteen that are going to have an impact on individual giving for those of us who work and have social security deducted from our paychecks, we just had a tax hike, and so it means less disposable income consumer confidence, though, is it? It rose a bit in two thousand twelve, consumer confidence for two thousand thirteen is not looking so good, so so those are some of the factors that are that are going to drive e-giving to a lower growth point and in terms of of this last the year end for two thousand twelve, you know, we had a we had a great stock market when people are thinking about we also there’s some, there are some concerns and some of the things that drove giving in the last quarter of this year, including things like the the buffet in the zuckerberg gift who are the you know, it’s expected that taxes are going to go up in the charitable deduction is in question may be a loss of the charitable deduction it may. Be a reduction in the charitable deduction, so a lot of people were motivated to give it the end of two thousand twelve gifts of appreciated assets or set up planned gifts at the end of two thousand twelve, and that is not going to be the same case in your end this year. Okay, okay. Just in that little little niche of planned giving them. But you’re you’re measuring realized bequest? Yes, we are ok at people’s deaths. Okay. I want to take a moment to send out some more live listener love. And also we have a contest for podcast listeners. Podcast listeners the nine thousand you listen on from itunes you are not for gotten by any means. We have a contest for you also. But let’s send live listener love teo, nanjing, china ni hao taipei, taiwan. I don’t know how to say hello in oh, no, taiwan is chinese. So anyhow, i do know, of course, and i know that china chinese has spoken in taiwan. It’s, common knowledge. Inchon, inchon, korea on you go and seoul, korea also neuro haserot lots of live listener love going abroad now for podcast listeners. You, if you want to win one of the subscriptions to atlas of giving? I want you to put on the show’s facebook page, i’m i i listen to the podcast and use hashtag non-profit radio i listen to the podcast hashtag non-profit radio and i know when the podcast comes out so live listeners don’t think you can get away with this because i know very few people know when the podcast goes live so that’s on what did you say on facebook? That’s on facebook podcast listeners only i’m going to give away three to podcast listeners three atlas of giving subscriptions i listen to the podcast hashtag non-profit radio on the show’s facebook page. Okay, rob let’s, talk about how the different sectors are going to fare in twenty thirteen who who looks the best? The best is again well, not again, but the best sector forecast for two thousand thirteen is the environmental sec geever up five point nine percent now that helped that’s helpful and good, but again, the environmental sector is the smallest sector of the nine we measure so there’s. You know, i could speculate as to why the environmental sector is doing well, i think. It has a lot to do with the fact that many of us are more in tune with environmental issues than we’ve ever been before. What is that? What is the largest sector? Well, of course, the largest sector is religion, religion, e-giving your churches and religion okay, predicted to continue its declined one percent at a time. Yeah, well, actually, religion is actually going to gives to churches and religion is forecast to experience a really decrease from two thousand twelve to two, two thousand thirteen, so not only in well, is it going to decrease in percentage of overall giving that it represents also yes, another percent down to thirty probably will be another person for i think we’ll be down to thirty for ok. And how much do you predict that the overall giving to religion will decline? A little less than one percent point eight percent so nearly flat. But it is what we’re showing today is that by this time next year, gifts to churches and religion will have shown a decline. Okay, now all of these predictions get refined every month after month, right? So atlas of giving subscribers and the lucky people who win the wind the subscription khun see month after month how the different sectors are predicted to do for the for the next twelve months or in the next twelve months, right? Not just to the end of the counter here, but for the next twelve for the next twelve months. And this is important as a practitioner, because if you’re setting a budget and let’s say your fiscal year doesn’t start with january one when i was at the american cancer society, our fiscal year started september one, so you want to be able to have a forecast so that you can do your budgeting based on what you’re this whole year is? And one of the other things i’d say that’s important about the update monthly in the forecast is i was at the american cancer society in two thousand won and we were having, ah, good year and most organizations in america, we’re having a good giving year in two thousand one, and then we had september eleventh and the world change and giving came to a near stand still for six months, and so just, you know, there are events that unfold oppcoll month to month not every month and and not every day, but events effect giving. And so a dramatic event like that obviously has a big impact. But their events all over all over the u s all over the world that an impact giving and that’s the reason for checking in regularly with the atlas to see what the forecast has become. Let’s, let’s spend a little more time on the different sectors. Sector predictions for two thousand twelve why don’t you just go through a sari for two thousand thirteen just in the two minutes or so we have a break one before we have a brake lines just run down what the sectors look like for this year. Health is going to be just a bubble above flat at point three percent growth education will be two point, six percent growth, human services, and this also includes disaster services, up four point nine percent. So compared to the field, that sector is expected to do well. The arts up two point seven percent i’ve already talked about the environmental sector up five point nine percent international, up two percent. And then our unallocated sector, which includes things like donorsearch advised funds and those don’t then those charities that don’t fit well in another category up three point seven percent. Okay. And so that analogy hated would consider would include all the social service, human service agencies, grassroots agencies. No, no, no. Those those would be in our human services and disaster. Yeah, we do have human services and disaster. Yeah, i said okay, just a minute or so before the break. Why don’t we just run down? What the different sectors are in terms of which is largely no religion is the largest on that. Gets predicted to get about thirty four percent of giving. Yeah, religion. None of the other fact. How do the other sectors? Fair. Religion is the largest. Currently thirty five percent. Education is next with sixteen percent. Human services disaster services. Twelve percent of the entire giving pie. Um, the unallocated sectors ten percent society benefit eight percent international, five percent. The arts for percent. And the environmental sector is at two percent of the pie. All right. When we come back, we’ll talk about different sources. Oh, and predictions for two thousand thirteen. Stay with us. Snusz you’re listening to the talking alternative network. Duitz lorts cerini are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the roof because of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s, monte m o nt y that monty taylor. Dot com. Talking alternative radio twenty four hours a day. Even more live listener. Love going out tio, gwangju, korea, on yo haserot and fu zhou, china now also tonawanda, new york and philadelphia, pennsylvania. How you doing? Another survey question that i want to share with listeners was, do you benchmark your charities giving against others in your state? The previous question was by sector by state, it’s actually reversed on ly one third said yes to that by state, and two thirds said, no, they don’t, and in a couple minutes i’ll have the answers for different types of giving that charity’s listeners are our benchmarking. Rob let’s, let’s. Look at some of the sources of giving in two thousand thirteen, individual, we’ve said a couple times is the biggest. How is individual going to fare in twenty thirteen? Well, consider the context of total giving for the u. S is projected to go up one point, six percent individual gifts. We’ll be up one point, two percent. Foundation gifts. And this is an area that practitioners might want to focus on next year. Foundation gifts are our forecast to be up four point nine percent. Okay. How did foundation do in two thousand twelve, they were up nine point three percent. Yes. Okay. All right. So so foundations is kind of the highlight by source. The low light. Well, before i get to the little light, i’ll give you the other kind of sad news. Tony, given your background is the request giving. No, we’ll only be a point. Seven percent. Now these air realized request. This is not this is not pipeline sort of stuff and plan giving. This is actually realized bequest. This is interesting. So that means that the people who created gift by will years ago are going to die at a slower rate or their gifts or smaller in their wills. What could you possibly know this? Well, there’s. Some demographic factors involved. And so yeah, i mean, the death rate, the population, the age of the population, those sorts of things matter. But more importantly, and more specifically, the value of our persons of state is what matters the most. And so, as you well know, many people leave a percentage of their estate to chair to a number of charities. And so when the value of their estate, because of the value of the stocks that are in this state or the value of the real estate that’s in the estate is is lower than the bequest, the actual realized request number becomes lower. Okay, mix mix. Good sense. I see how you could know that. Ok, why did you continue? Go ahead. S o the sources. So one left and it’s it unfortunately is going to be the low light forecast for two thousand thirteen. Corporate giving will actually decline slightly. Just it’s basically flat but it’s forecast to be down point three percent. Okay. And what would i thought? We’d said religion was going to be down. Well, you were talking about that’s, a sector and i’m talking about me that i’m screwed up. Okay. Sorry. This is sources. Yes. Alright. So business foundations the low light down. Three tenths of a percent. Okay, now this is interesting. Individual giving is going to be up just one point two, um and overall giving will be up one point. Six. Yes. What’s ah, what’s. Boosting the overall foundation giving. Okay, it’s okay. And what’s the percentage that foundation giving represents to the to the total foundation e-giving represents rob on the spot you got me on. Ah, got its thirteen percent of all giving excellent. You have these numbers. He makes you think he’s sifting through papers, but he just he is modest. He has these numbers off the top of his head. I’ll share another survey result. The question was, what types of giving do you benchmark? If if you do benchmark what types of giving total giving? About eighty six percent of people benchmark total e-giving e-giving at specific dollar levels about forty three percent. About twenty seven percent benchmark private foundation giving and about fifty seven percent said that they benchmark corporate foundation giving and nobody benches their planned e-giving i’m dismayed by that it’s interesting there’s no competition in in the death business, which is my business. That’s why i say that my business’s plan e-giving, um, we have just a couple minutes left, rob mitchell and i want to ask you take a love moment. What is it that you love about doing the atlas of giving what is it? What? What drives you about this? It’s it’s learning essentially because all those all those decades is a practitioner. I didn’t have access to this kind of information, and if i were a practitioner today, this would definitely drive how i allocated my fund-raising resource is through the year how i did my budgeting, it’s it’s an amazing thing how how i distributed my fund-raising budget as an example diversification of the way you raise money makes a huge difference and understanding who how you raise money and who you raise it from makes a huge difference to and can increase the levels of your giving. And so we’re learning things because we have access to this information that we’ve never been able to know before, and that is what keeps me going. I really do love digging into these numbers. Rob mitchell, ceo of atlas, of giving it’s at atlas of giving dot com rob, thanks very much for coming to studio from texas being a guests pleasure loved it. Happy trails glad to have you back next week author yana jane hoexter will be in the studio for the hour talking about her book, grantwriting, revealed twenty five experts share their art, science and secrets. We have nine thousand listeners, a little over nine thousand listeners non-profit radio and fewer than twenty itunes readings. Let’s, go get the number of itunes ratings to reflect the nine thousand people who are out there listening to the podcast. Why? Why does why does tony think that’s important? Because that gives us prominence in itunes and helped expose the show to more non-profits therefore, helping the entire charity community so help raise the stature of the show, and that will help other charities. You can help. You could do that by let’s by getting the number of ratings up, and my goal that i’m setting is one hundred. We’re at a little under twenty right now, so that’s a fivefold increase there’s a goal of one hundred, i’m asking youto go to itunes and give the show a one through five star rating live listeners as soon as the show’s over go to non-profit radio dot net and then from there you can get the itunes non-profit radio dot net is the list of the shows in the archive. From there you can view the show in itunes and give us a rating one through five podcast listeners. Please do that let’s, get to one hundred ratings and help share the show with mohr charities, and i thank you very much for your help with that, our foreign language. Good luck, the way performers say it feature is over. I’m declaring it over, it has had enough. We were everywhere from serbia. Yeah, serbian, croatian, teo french, and we’ve we’ve had enough. I’m saying sayonara, chow mary-jo to that feature, our creative producer is claire meyerhoff. Sam liebowitz is our line producer. The show’s social media is by regina walton of organic social media, on the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next friday, one to two p, m eastern at talking alternative dot com, which is talking alternative broadcasting. Hyre think that shooting the good ending. You’re listening to the talking alternative network, waiting to get in. Nothing. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co, parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting are you fed up with talking points? Rhetoric everywhere you turn left or right spin ideology no reality, in fact, its ideology over in tow. No more it’s time. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to go what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com e every time i was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Talking dot com.

Nonprofit Radio, December 21, 2012: Candidates For Causes & Computers Crash

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Roger Egger
Robert Egger
Robert Egger: Candidates For Causes

Robert Egger is president of cForward, working to rally candidates around nonprofit platforms. We’ll discuss how to assess those in your local races; getting the nonprofit agenda before them; and how to support the candidates who step up.

 

 

Scott Koegler
Scott Koegler: Computers Crash

Scott Koegler, the editor of Nonprofit Technology News and our tech contributor, reminds us that technology can let us down. Your computer hardware will only last so long, so you should have a plan for replacing it to avoid a crisis. I’ll talk to this former CIO about the hardware life cycle; budgeting; training; and planning.

 
 


Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

When and where: Talking Alternative Radio, Fridays, 1-2PM Eastern

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Here is the link to the audio: 122: Candidates For Causes & Computers Crash. You can also subscribe on iTunes to get the podcast automatically.
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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host on december twenty first. Oh, i very much hope that you were with me last week. It would cause me pain if i learned that you missed get engaged. Three amy sample ward is our social media scientist. She continued her siri’s on online engagement with gold setting. How do you know if your engagement strategies are successful? We’ll talk about identifying goal areas directly related to your mission and assigning metrics. That is what we talked about. I need an intern here, so edit this copy. Amy is a membership director for the non-profit technology network and ten, and she contributes to stanford social innovation review. Also, we had dutiful documentation. Jean takagi and emily chan are legal contributors, explained the rules from my rs on what should be in all those acknowledgement letters that you send for two thousand twelve gif ts this week, candidates for causes robert eggers, president of sea forward working to rally candidates around non-profit platforms he and i will discuss how to assess those candidates in your local races and getting the non-profit agenda before them and how to support the candidates who step up also computers crash scott koegler, the editor of non-profit technology news and our monthly tech contributor, reminds us that technology can let us down. Your computer hardware will only last so long, so you should have a plan for replacing it. To avoid a crisis, i’ll talk to this former chief ah what’s the eye for, um information officer seo about the hardware lifecycle budgeting, training and planning damegreene eden intern also between the guests on tony’s take to my block this week is i am grateful and i’ll tell you what i’m grateful for. If you’re on twitter, you khun, join us, the hashtag there is non-profit radio use that hashtag wildly and it’s my pleasure now to welcome robert egger. He is the founder and president of sea forward on advocacy organization that rallies employees of non-profits to educate candidates about the economic role that non-profits play in every community and to support candidates who have detailed plans to strengthen the economy that includes non-profits and you’ll find they’re site at sea. The letter c forward dot org’s robert is also president of d c central kitchen, where food donated by hospitality businesses and farms, is used to fuel a culinary arts job training program. The kitchen is a ten million dollars a year self sustaining social enterprise. Since nineteen eighty nine, it has produced over twenty six million meals and helped a thousand men and women gain full time employment. In twenty thirteen, robert will open l a kitchen on the same model it’s. My pleasure to welcome robert egger. Robert. Welcome. Thanks, tony. Happy holidays. Thank you. Happy holidays to you, it’s. A pleasure to have you on pleasure to be here. What is the non-profit role in the economy? Why should why should candidates be paying attention? Well, it’s a bold statement that i believe that there is no profit without non-profits theirs. If you think about what community can attract a business or new new visits or young couples stay and maybe have a have a family, if they don’t have arts and culture, they don’t have communities of faith, education, healthcare, clean environment. You know, those are the things that the non profit sector produces. So you know what we’re saying is, look, there’s, a new civic mathematics that must come and play if the economic recovery is truly going to work. And that’s saying, in effect, that both non-profits and four profits are equally essential toe every city’s, every communities, every state’s, every country’s vibrancy. So what we need to do is elect people who understand that so we can move beyond the kind of old notion that dot com businesses drive the economy will dot or charities just do a good deed, very good, no profit without non-profit now the non-profit sector is about ten percent of our gross domestic product is that do you agree with that? Yeah, it is an effect, but, you know, if you really drill down a bit, which you’re looking at is in most cities non-profits are one of the top three employers, and so for example, in cities like new york, they’re the number one employer in the city now beyond that and again, i really want to emphasize a lot of people will say, well, that’s, not good, because the non-profits don’t create value, they don’t create revenue there and see what we’ve done is we kind of confused the word non-profit with not creating anything of value, but let’s, let’s, cool down just on the taxes i’ve seen this a lot recently where people say, non-profits don’t pay tax xero and i tell you what, brother, try and run and city without the payroll taxes non-profits pay every year and more importantly, trying to run a city where the city’s tax dollars have to go to make up for what non-profits do often times with money that’s brought in from outside the city. You know, we’re one of the major sources of outside investment in every single community. So a smart mayor we’ll understand there’s a tremendous potential to, for example, double the amount of money coming into the city or the state via the non-profit sector. By helping us, you know, say, in effect, what do you need? Can i help you develop partnerships? Can i help you? Uh get grants? What can i do to help you? Being the kind of resource is into this city or state that will help it grow and employ more people. How big is the non-profit sector where you are in washington d c we’re twenty six percent of the employment base in washington d c so when we look at the mayor’s race, for example, in two thousand fourteen were heavily democratic city. So the spring democratic primaries pretty much how we choose the mayor. So the goal is to say to the non profit sector, look, you know, it’s important, and i mean, many of you have historically kind of rallied around your individual cause, you know, housing the arts, aids, whatever and that’s important. But there are strategic moments when you need to let go of your immediate issue and stand together for the all boats must rise questions that i think are essential to be asking candidate. But again, what we’re trying to say to any candidate and and all the competitors, particularly when you look at a place like new york city next year where there’s a mayor’s race and his mayor bloomberg steps down there’s gonna be a lot of competition. We want to say to all the candidates, you know, whether you understand it or not, this is probably one of the biggest special interest groups in america that has yet to be courted and that there is a there is a potential political strategy here and an opportunity for candidate to who again can understand this new civic mathematics and again reach out to the sector and say, look, i’m moving beyond the kind of, you know, flowery rhetoric of i heart. Non-profits yeah, and i’ve got a detailed plan for if you will like me how i will partner with you from day one, you want to do social enterprise, you wanted micro credit to create jobs, man, i am your best friend, you know, you want to use volunteers, particularly our elders, who is very essential that they stay now have been engaged, you want to use those elders and meaningful voluntary activity, bring it on, you know, i’m one of those people who’s who i respect and understand the process, but i’m there’s the fierce urgency of now and frankly, after twenty five years in this business, i’m kind of bored of educating candidate yeah, i sense of a sense of frustration. Well, yeah, i mean, i feed poor people. I work in the basement of the biggest shelter in american i know what charity can do, but i know what we can do and the notion that somehow we’re supposed to keep moving on where we’re has to. Do mohr form or with less and be quiet about it now again, please understand, when i talk about frustration and not being quiet, i’m not talking about being belligerent are throwing bombs or being confrontational. I’m proposing, you know, an economic logic that says, in effect, just stop and listen, you know non-profits aren’t they actually create tremendous value? They are essential to any economic recovery, right? I want to talk about the recovery. Yes, right. And you’d be smart to really embrace us as partners. Okay? I love that. I like that a lot. No, no profit without non-profit and particularly in light of states trying to recover from several years of bad budgets. Do you have a sense of the role of non-profits in california? Bunny chance. I’m sort of putting on the spot. Do you know tremendously? I mean, look at san francisco and l a will both have mayor’s races next year, right? And no matter where you go, but do you have a sense of the role of the non-profits play in the state generally or in any cities in california? Oh, i mean again, you can’t go to any city in which there. Is not the non-profit sector isn’t one of the predominant employers. Okay, so that’s true in the central valley? Look, att cities like fresno, stockton, baker’s field, all of them killing bankruptcy. Yeah, this is the perfect opportunity when you, when you start to think about who’s going to come in and be the mayor and pull a city out of bankruptcy, this is an ideal time for candidates to kind of almost break free of the old kind of cemented notion of how you build the economy, which is let’s, attract a big factory or a stadium or, you know, municipal bonds. What we’re suggesting is that non-profits particularly those like the d c central kitchen. You know, we have multiple businesses that employ graduates of our program that might be going back to prison. We pay a living wage we and reinvest all our profit back in the community. Frankly, we’re the best friend any mayor has. You know, business is like the kitchen, and they should be aggressively trying to court and help mohr kind of transition from the traditional kind of service model into the empowerment model on. So i think that my my thing is you’ve got to elect people who understand that and again on day one, say, let’s work hand in hand. Business government non-profits altogether to rebuild the city in the state, even before day one. We want to get candidates adding the non-profit agenda to their platforms. And right now we’re going to take a break, robert. But we’re gonna have a chance, plenty time to talk about how to get their attention. What to do once you’ve gotten their attention and then using platform like, see forward how to endorse them. So i hope everybody’s going to stay with us and robert eckert certainly will, too. Talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam lebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier and make more money improving communications. That’s the answer buy-in hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to big non-profit ideas for the other ninety five percent. I’m sorry, i can’t send out live listener love today because this show is pre recorded. It’s ah it’s tuesday before the friday that you’re going to be listening on the twenty first, so grateful for all the live listeners, but i can’t send you love city by city the way i like to do robert eggers, egger is with me and we’re talking about candidates for causes. Robert, how can we start to get the politicians attention? We’re talking about candidates now candidates, how can we get a candidate’s attention? Well, you know what what’s great is one of the vehicles we have, and this is the strategy were employing is saying, look, it’s it’s very it’s, almost impossible for organizations to be political themselves again. That’s part of our five a one c three charter ratification can’t before against any candidate but the private citizens who work at those non-profits can and that’s our strategy and see forward saying there’s ten point four million non-profit employees now what’s exciting is you look at that thing’s like twitter and facebook there isn’t a candidate out there who doesn’t have a facebook page or twitter account, and there isn’t a candidate out there who doesn’t have a staff person monitoring those accounts every single day. So in effect, what you have is the press conference that never ends. You know what used to be that moment where they could say no more questions, no more questions, and they were gone? Or if you might have had that opportunity at a press conference or a session to say mr cain and mrs kennedy, what do you think of the non profit sector? How would you partner? They could say, oh, i love the non-profit sector, the backbone of the community, thank you very much and split. Now we have the potential tohave literally if you think about it in cities like new york, l a, minneapolis, seattle ten thousand people every single day, relentlessly asking through facebook and twitter, what is your plan? We are one tenth of the economy, you know, one tenth of the workforce we channel the energy of millions of volunteers were major sources about sent investment what’s your plan and i think that that’s, the potential we have that we’ve never had before and that’s the seat forward strategy what we do, we’re almost like kiva in that we identify candidates all throughout the country. Last year we identified fifty three on sixty different candidates from, you know, races from mayor’s races down to city council. We’re going, we’re gonna have time to talk that way identified people who come from the nonprofit sector, okay, people, just like you and me, people who sweat out payroll there dedicated to make their community betters and now they’re standing up and running for office. And if they’re elected, they’re the kind of people who might stand up a city council member member meeting state legislature and eventually even you know, the house in the senate and really say, wait, wait, wait. I know this piece of legislation you think is important and will work. I work in the nonprofit sector. I come from the sector. I let me explain to you how it really works. Okay? This is essential. Not just for us is a sector, but for our country. Brother, you know what we’re saying is, look, will identify all these people and then you can come to our website and then you is private. Citizens khun go through our site to their website and give them directly. Okay, robert were saying little your you live in miami, you have you have a vested interest in helping somebody get elected in minneapolis, right? Robert? We’re gonna have a chance to talk about see forward and the success you’ve seen so far. Um, the only caveat that i want to add it just sorta amplify what you suggested that on. We’ve had a show about this with jean takagi and emily chan are legal contributors. When people are doing this sort of lobbying for the for the sector, they have to be careful what account they’re using. They shouldn’t be using their their company account, maybe they shouldn’t even be doing it on, you know, on the charities time. So just a just a caveat that politicking is important, but you have to be cautious about when you’re when you’re doing it on whose account you’re using and on what time that’s all and really, i’m really glad you brought that up, tony, because, you know, this is something you have to be wildly aware, like, for example, i’m at home, i’m using my private line. Right now, i can’t you know, i don’t do company time when i do stuff it’s, my private email or private twitter accounts that i do this work on or my c forward account. But that is it very important. Caveat you bring up well, yeah, you’re right, private citizens. But it has to be on your old time with your own account. Okay, alright, enough said. And we have and listeners could go back teo, show about politicking with gene and emily and listen to that for a lot more detail on what’s permitted and what’s not, um all right, so you want a you want a grassroots campaign to get the candidate’s attention? What kinds of? Well, i guess you’ve already you sort of laid out all the talking points. You just you wantto be able to specify what the impact of and the value for of charities is in your your local community in your state, you want to be ableto throw some stats in them at them and get their attention that way. But, you know, we also have an ask, you know, we’re making a point again. No profits without non-profits, but even if we elect a very smart candidate, you know, he or she on day one is going to be pulled fifty different directions. So what we’re proposing is, if you really understand its and particularly the role we play in attracting outside investment through grants or contracts, then why don’t you appoint a dedicated point person? For example, connecticut’s governor, governor malloy has a dedicated non-profit liaise on, and mayors in denver and los angeles have a dedicated staff person. And, for example, in denver, a very small office there, the office of strategic partnership has brought in almost fifty a million dollars in four years into the city from outside the city. New money? Uh, so again, that idea of a dedicated point person we think, is very strategic. And, you know, what we’re looking for is the kind of unifying principle for the sector that, again, we’re a very diverse group of people. We have a million different missions and sometimes their counter, but again, my bag is, you know, what we need to do is at the strategic moment and if i can a little, you know, illustrate a second, i always say, for example, tony, you and i have to have dry cleaners were right across the street, and we hate each other, you know we’d love to see each other’s business fail, but if somebody comes into town and wants to regulate its small business in a way that might impact our businesses, we might not drive down together, but we’d end up in the chamber or the board of trade, and we’d be we put aside our differences for a moment because we have a shared interest and that’s the thing that non-profit sector is never embraced, that idea of strategic moment in which we have shared interests well, there are in that election time. Yeah, that while there are coalitions like independent sector that try to bring the try to bring the sector together, especially now, i see that, you know, they’re very active around the deficit reduction and fiscal cliff discussions. So but those air, those air national coalitions and, you know, i think the broader you get, the more i guess, the more general and vague your talking points are in your and your calls for action are i would like to see it on the local level. Mohr yeah, i agree, and that’s why we’re focusing on the local level, you know, eventually we think that, you know, eventually we want to see presidential candidates openly discussed this i’ll be honest with you. I was really shocked that neither governor romney nor president obama and, by the way, the first president who got his first job in a non-profit neither mentioned philanthropy, neither mentioned the non-profits and again, the third biggest employer in america and each talked vigorously about manufacturing, for example, yet we are only percentage points away from employing the same number of people in america is manufacturing. Okay, so let me let’s talk more about some of the the actor calls to action, so so we’d be asking for a dedicated point person for the charity for the community forward is after now, okay, one example and i’m not trying to say by our product as much as we are one breakthrough, i believe idea, but we are hopefully the beginning of many different strategies to get candidates on par with us. Ok, but what other calls to action now? We would be be asking candidates teo to embrace well, i’m a big believer in social enterprise and micro. Credit and you know the idea, for example, it’s one thing to have a really great domestic violence shelter in your town fully funded, well, run, but ultimately those women gotta leave and ultimately, you know, but tragically, many women who come in or have no credit history and oftentimes very difficult time getting a job. So imagine, you know, a flip from the service model and saying, in effect, okay, how can we scream, help them create their own businesses and again think about we’ve raised an entire generation doing service, so i’d like to see a mayor who looks at all the universities in the town and sees, you know, school system bursting with a generation raised doing service who are now in the business school, who might come down and help a domestic violence shelter, develop business plans and demerol might say, i love this idea. So if you develop a a, um micro credit program, the city will match it dollar for dollar and i’m going to let three other partners with us so that every buck of private citizens put in will match in three, two, one let’s get people working again, i think that’s. What’s missing is seeing the non-profit sector is a potential job creator. Okay, do you have another example of ah call to action that we be insisting our candidates do before we’re going to endorse them because they’re they’re pro charity community? Yeah, i’m a big believer a we need great new metrics. I mean, for heaven’s sakes, you know, most cities have know idea you can’t ask a mayor how many non-profits today do you have in your community how much payroll taxes do they pay? How much money do they bring is so in depth analysis is essential, but another thing i’m really interested in is the contract process. I mean, we need mayors and city council members that they in fact, we want to get more of these non-profits of potential do contracts with the city because, again, they they’re motivated to pay a good wage, and they re invest their money back in the community versus making individual profit. But to do that, we have to lower the bar a little bit to help more people in, and we also very much need to expedite the reimbursement process between city and their contractors. So that non-profit organizations don’t go broke waiting to get get paid for services rendered, okay? So there’s a place where the corporate interests and the charity interests are overlapped you bet every everybody has list in that i was i was really impressed. Governor schwarzenegger appointed one of the first governors to appoint a volunteer coordinator on his cabinet, saying, in effect, look, we’ve got, you know, millions of older people but millions of younger people for whom service it’s part of their lifestyle now, and we’ve got a state that very well might have, you know, a natural disaster somewhere in the future. I don’t wanna wait until after the fact to try and get things coordinated let’s have a plan now, and i think that was a very, very intelligent way to look at the human capital that the charity, the charitable sector sector kind of channels volunteerism as a dynamic part of the city’s future of the state future. Now that we’ve identified candidates who have a pro non-profit agenda on there as part of their platform, how can we start to show our support? Well, i think is to get a private citizens you can, you can contribute. You know, i’m a big believer that even though we heard a lot about, you know, the billions a million spent in these campaigns that, you know, down the road, you know, those those the campaign will be more more driven by new media, which is free and pervasive. So i think that, you know, spreading the word about candidates contributing but also getting out there working for him, but what i’m interested again, it is not only backing people who come from the nonprofit sector but actually helping people who are in the sector now realize, you know, maybe you should run, you know, maybe the city, the state needs you, you’ve been a tremendous, tremendous supporter of this community step up and take another another step up on the chain, but again, what i’m trying to say to the non-profit sectors we gotta win, we have to support those men and women, our peers who step out and say, i’m willing to step up and take, you know, take a, you know, a bigger bucket of water on my shoulder for the larger you no benefit of the sector in our community, we need to get behind them. Okay, really, you know, support them in every way we can understood. And there there’s the role of sea forward. So let’s, take a couple minutes, talk about, see forward you you identified, i counted sixty one, endorsed sixty one candidates who had a non-profit friendly platform. Eight of them see forward specifically endorsed. And there were thirty five winners out of those sixty one. Yeah. And in fact, what makes it interesting is we have people throughout the sector nominate people. Look, you know, we’re trying our best here, but, you know, there’s not a whole lot of money in this. I’ll tell you, tony, i mean, it’s not like that, you know, the czechs air flowing in. We’re not competing with any super pac. You’re nowhere. We want teo what we’re saying to the non-profit sectors throughout the country, if you know somebody who’s running, nominate him, put him up on our page, and what we’ll do is we’ll look for those candidates that we think really have a tremendous opportunity, but well, even if we don’t endorse them, we’re at least giving them exposure beyond the small town where they might be running for city council mayor. And we’re saying all the ten point, million, ten point, four million non-profit employees check out this site and do a little shopping, you know, look around and see if you see a candidate, did you think? Wow, you know, that person is again four states away and a little tiny town, but wow, that’s a tremendous opportunity. What a vision i’m going to give him twenty bucks. What the hat? You know, when you’re running for a city council race in a small town, you know, fifty bucks a hundred bucks that that could go a long way, so never underestimate what ten million one dollar bills khun due in the political process in america, to get people who think again understand the role we play, it will be champions, not just for us again don’t don’t don’t mistake what we’re doing is somehow, you know, just trying to preserve the cut of the pie for the nonprofit sector. What we want is intelligent people elected who understand the new civic mathematics of how community thrive and grow. Robert, you had mostly of most of candidates were local from the twenty twelve election cycle, but you did have three. At the national level and and also the governor of washington state among those thirty five winners. Yeah, again, we’re really looking actually the person who was hunting who was nominated, i don’t think our candidate for washington state won the governor’s race, but a way had a pretty good track record of candidates who eventually want some with our support and don’t get me wrong that we just endorse. We just said, xero candidates that we think a really strategic and smart, so it was like it, sam saying, for example, who was the first indian american elected to the state legislature in michigan? You know, he ran the state association, he was the mayor of east lansing prior, and he would also he has also done amazing work promoting social enterprise in the city of detroit. So these are the kind of people we think when that, you know, sam will be out the statehouse really advocating for, you know, again, the economic role that we play in helping a state like michigan, which is behind the eight ball. You know what? A lot of states are really struggling with big deficits, so what we don’t want is people who think, you know, wow, these non-profits air getting off, you know, with a field day they’re you know, they don’t pay taxes and there just, you know, sucking money out of the economy to do good deeds. We want people to understand no, no, no, no, make no mistake, there is no profit without non-profit robert, i’m gonna switch the focus to you personally. What is it that you love about this kind of advocacy and endorsement work? Well, you know, i’m a big believer in no waste, you know, i started the kitchen because i hated seen food being thrown away, and i volunteered one night to serve the poor and saw men and women standing outside in the rain, and i had worked in a business that needed employees, so my bag has always been i hate seeing things that are still have value but aren’t being used to their potential, and i believe the non-profit sector and our vote, our classic examples of a tremendous american asset that are not being utilized, you know, i just came along to the food we throw away and the people we value have tremendous potential, and i think we proved that here at the d c central kitchen, so i’m just following the logic model of don’t throw anything away, don’t waste anything, don’t undervalue anything just because of the traditional way we used it in the past, no profit without non-profit. Robert egger is founder and president of sea forward. You’ll find that at sea, the letter c forward, dot or ge robert, thank you so much for being a passionate, enthusiastic guests, thanks so much pleasure, tony. Man, i wish you well, my brother. Thank you, robert. Now we’ll take a break, and when we retired, it’s tony’s, take two, and i’m going to explain what i’m grateful for. Stay with me. You didn’t think that shooting getting ding, ding, ding, ding, you’re listening to the talking alternate network, get in. Nothing. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! You’re listening to the talking alternative network. If you have big ideas and an average budget to tony martin, any non-profit radio we dio. I’m jonah helper, nari team in co founders of next-gen charity hi there, time for tony’s take to my block post this week is very simple. I am grateful there are a lot of people that i’m grateful to, and i list them in that post on the block, but among them is you because you are listening to the show. I hope you’re listening often. Some listeners are very new, just within the past few weeks or months, and there are about a hundred or so that have been around for the two years that i’ve been doing this more than two years, and i’m grateful to each of you. I’m grateful to you for listening to the show. For those of you who get my show alerts by email every every week each thursday, i’m grateful to you. Thank you for letting me into your inbox once a week. I’m grateful for your support for your support of the show for your listening to the show, however it is that you propagate the show if you tell other people about it, if your forwarding those weekly email lorts that you get, however you’re supporting the show, i’m grateful and i want to thank you very much and you’ll find. A little longer list of people who i have gratitude for on my block at tony martignetti dot com that is tony’s take two for friday, december twenty first, the fifty second show of the year and the last of the year. My pleasure to bring on scott koegler scott is the editor of non-profit technology news. You can follow him on twitter he’s at scott koegler. Scotty koegler welcome back. Hey, tony, good to talk with my pleasure. We’re talking about computers crash. So you mean hardware is not gonna last forever? Yeah. You know, i have to say that when i was a cia, we’ve spent a lot of time and lots and lots of money on replacements and lifecycle transitions and all that kind of thing that, um, just, you know, you have to do with computer systems. I kind of changed my opinion over time, but it really depends on the on the situation that you’re in. So, um, i guess that’s what we can kind of talk about. Yeah. Okay. Um, well, how has your how is your opinion? Evolved? The used to be that the computers that you used, uh, ran an operating system. And that really hasn’t changed a bit. Still operating systems all the windows variations, there’s, mac stuff and there’s all kinds of one expiry ations. And it used to be that the applications that ran on those operating systems and turn ran on those computers dependent very heavily on the technology itself. In other words, the processor you know how strong how fast, how many bits is the processor, thie amount of memory, the size and speed of the hard drive. All those things were really critical because as a cz we migrated from the nineties into the two thousands of now intothe ten pluses, uh, at application software has always become the larger files more complex required more more horsepower essentially to run them and some of that’s still true. If you’re heavily involved in graphics, video production or audio production, you still have to have all that. But what’s really changed the game is cloud computing. So why has that changed? You might ask. Oh, okay, well, you and i have talked about it, but go ahead. Why has changed? The reason is that you’re really not depending so much on the hardware or the operating system for that matter, you are dependent on the connection. Um, so, um, so if you have a good connection, if you have your applications and your data in the cloud, then really, you can you can use almost anything that will support a browser. So so that that’s that’s where my opinion has changed, however, there are still reasons to change your hardware. And so now that i’ve kind of cleared the air on that talk about okay, well, we still need to change it. Listeners well, and i i appreciate your honesty. Your opinion has evolved. That’s. Very interesting. So there are. So so you think it’s okay now to push the hardware beyond what used to be, i guess, a strict like three or four year replacement timetable again. It depends on your situation. If you are running your your applications in house, if you have a ah constituent management system that that keeps track of your all of your donors and your constituents, your activities and that’s running on a network inside your facility. Okay, then you absolutely do need to pay attention to the age of your equipment. Because again, the applications get more complex that require more horsepower. And not only that systems break hard drives breakdown and computers breakdown. So, you know, there is a kind of to get ahead of the curve of the breakdowns you want to pay a lot of attention to. How old is each piece of equipment? What is? What kind of applications is it running and, you know, what’s the best deal this week of this month that i could get on a replacement unit. Okay, but if you’re if you’re more more of your work is in the cloud, then it may be okay. Toe hold on to hardware longer because, as you said, all you really need is a hardware that will support ah, browser. Exactly. Right. Exactly. Right. Okay. There are a couple things that kind of still go against that. And that is the operating systems themselves. Uh, there’s there’s a surprising number of companies and organizations. They’re still running windows? Yes. On one that’s. A little dangerous, right? That think microsoft dropping dropping support for that. Yeah, even even is uninformed is i’m about technology. I remember seeing videos six or eight months ago that my panels of microsoft engineers explaining two customers. Why? They wouldn’t be supporting x p and why they should move to the next operating system. So why don’t you just give a little explanation is i think there are still a lot of officers running windows expert why is that risky? Um, you know, the departed that it runs and experience has been historically one of the most stable versions of of windows that’s been around, um, and, you know, people argue that back and forth, but the fact is that if you don’t have updates, it’s more vulnerable to being attacked by viruses and hackers, all those nasty things that happened to computer systems, and eventually khun lied to either just the computer system crashing your dying completely, becoming unusable four for the villains stealing your data and interrupt your important work that gets done on that computer and that’s what it means, if microsoft is no longer supporting the xb operating system, then they’re no longer issuing security updates and bug fixes, right? Absolutely right, exactly. Okay, um, if we’re going to be extending the lifetime of hardware, and that probably happens in a lot of officers even where there is locally run applications because because of budget reasons. What are some things we can do to reduce our risk of working with these older machines? The kind of going along with what i just talked about? What windows x p one of the things that can be done is upgrading the operating system to a supported operating system and in some cases, hyre. For instance, moving from expert to windows vista may not be a good thing because it took it, took more hardware, took more horsepower, increased cps, more memory, that kind of thing. And by the time you add your closer cpu and increase the memory in your in your aging computer, you may as well have brought a new computers now faces. You could buy a desktop computer for three, four hundred dollars now. And, uh so replacing parts in an agent computer could cost. You have tio two thirds of that amount. So is it really, really valid too? Spend that kind of money on something that marginal up too up today. One you could actually just get something brand new, and i kind of skipped the whole the whole update. Okay, you know, okay, but if we have to hold on. To equipment longer, back-up is one strategy right for minimizing our risk? Well, yes, certainly back-up is strategy that needs to be managed and done all the time, regardless of the age of the computer, even even on a brand new computer. Of course, you need to have back-up of your data, you need to have contingency plans for disaster and think about all the problems just happened up in the northeast with storms, a lot of those computers and the electricity they ran them and the infrastructure that supported all that just, uh, disappeared in some cases, aaron, certain certain cases became unusable for some period of time. So what? What’s the contingency? What would you do if that happened? Maybe maybe better. In-kind in line with the question is, what did people do when that happened just a few weeks ago? So back-up yes, absolutely. Back it up back your software up back. Your application’s up. But more important, we have a plan for what to do when something that happened and and so these back-up should be automatic, right? We’re past the days when there’s a there’s a manual process involved in backing up. That depends. Certainly. Back-up should be automatic, especially in smaller organizations. We’re where there’s a smaller amounts of data it’s relatively inexpensive, too, to set up on offline back-up for online back-up i guess that connects through the internet to some remote, uh, location where your data is stored and the software that runs those should run automatically on either the server that you’re running your software on or on the individual no computers that are running that because, you know, data could be candy and usually is everywhere could be on the local disc drive can be on a server somewhere, so but yes to your point back-up absolutely needs to be automatic, and even if it is automatic should be tested because, you know, a large percentage of backup systems fail, and we only find that out at the time we try to actually use back-up right? So you should be testing that you can recover data that you know how to do it and that it is recoverable a cz you mentioned, you know, non-profits that were affected by sandy, there were offices that were closed for weeks, i guess a lot of people then saw the value of being in the cloud, if if they weren’t or saudi, certainly, if they were, because then all they needed was ah, web browser, and they could grab that from there could have that from their laptop that was with them or from some, some other some of their source, but then all they needed to do was able to reach the clouds. Exactly, and i’ve talked with folks that essentially used their cell phones, smartphones as a cz computer systems. They’re pretty much very small computers, right? So if you have, uh, a connection through a cell tower, which is a lot of cases during the storm was pretty much the only thing if even that was available, and so you’re able to connect out two applications running on your smartphone, maybe not being conveniently operated as you would your desktop with your laptop, but you could get there, and you could do the least very important things you need to get done. Okay, so reducing risk back-up and testing the backups, the disaster recovery plan, virus protection, malware protection. And you also mentioned some having the right policies in your article, you mentioned having the right policies on on employees. Use of the of the technology right employees are, you know, the best thing that can happen to an organization that can also be some of the most difficult sources of disasters. I mean, people make mistakes, and some some other people, um, do bad things. So, uh, you want to be sure that you have ways to get around or have contingencies, just in case either mistakes or somebody just decide they want to be not so nice and actually damage, er, we’re steal our lead or get rid of data, some other ways. We’re going to take a break. We’re going to take a break, scott koegler stays with us, we’ll keep talking about a computer crash and had a avoid that. We’ll talk a little about timeline, planning and budgeting training to stay with us. You’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Buy-in have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. All right, scott, for those who do want to put together ah timetable in a plan for their technology changes updates. Well, i obviously well, you start with timing, right? I mean, how do you how do you figure out when your stuff is goingto need to be replaced? Looking forward. Ah, good point. Tony. The first thing to do obviously is to know what you have. So you need to take an inventory of your systems. And when i say an inventory, i mean very specific. You know, what is the what is the product that you have is that the desktop is of the laptop what’s the cpu and what’s the speed of it what’s. The age of when was it purchased? What’s the operating system. All those very specific. Now, the attributes that go to make up a computer and there are there are several pieces of software that will actually go across the network and scan your network and deliver you a, uh, an inventory. Okay? Because that would include that includes all your peripheral, still your printers, right? And exactly servers. Certainly. Uh, do you happen to know any of the names of products that will do that for listeners. I don’t recall them. I actually wasn’t prepared to talk about that, right? That’s something that you want to go through, we can certainly schedule. Well, what do they mean? It’s an important playing it’s? Uh, for one way or another, you need to have a new inventory of what it is they have, and then go ahead and make an evaluation of what parts of that are at risk unnecessarily in terms of breaking but at risk in buy-in affecting your organization or some organizations if they’re running their applications in house, that risk is going to be c p u speed, hard drive viability that amount of memory in the operating system for organizations that are running cloudgood based applications it’s really going to be? What is the one of the operating systems and browsers now? It’s going to be far less critical? Obviously. And once you have that inventory and you’ve got the evaluation of what parts of your inventory are critical, then you need to evaluate basically, you take a guess. What do i think is going to change or or effect the things that we’re doing in our organization? Over? The next one year, two years, three years and from that then you can make a projected estimate of what should be replaced. So it’s kind of a multi step process, not necessarily easy and certainly not an infallible i guess because, you know, you really don’t know what’s going to break and you don’t know what kind of technology is going to come on in the future. Okay, but you’re looking at the oldest stuff first, right? Sure. That’s. The easy part. Last last in first out. Buy new stuff to replace it. Okay. Let’s help listeners out if they wanted to search for these the kind of software they were talking about that will scan your network. Like what? What keywords would you search for in google? I would try network inventory. Okay, good enough for budgeting now. How do you look forward into what the technology is going to cost? Two, three years from now, the the good laws of computer development are that the prices will go down. Capacities will go up. So if you look at what you what your expenses take the piece of equipment that you want to replace today and get a price for that? Just go to the market, you know, go online and find something that is an equivalent to today and start with that number. Because you know that one year from now, two years from now, three years from now, you’ll still be able to spend that amount of money in terms of you know, is there a product available that you could purchase for that amount of money? Okay, cesar, that amount of money in a year’s time, we’ll buy you more capacity. So for one thing, that gives you the ability to take a number and make a budget. Secondly, it kind of future proofs of purchases, so that in a year from now a cz as your requirements for capacity changed, the availability of the equipment will change as well. So i kind of go along the same path, so pick today’s numbers and use them in your budget. Okay. Interesting. I realize i said something incorrect a few minutes ago. I said when you were figuring out what what’s goingto be replaced to use a last in first out. But it should be that’s. That’s wrong. Should be first in first out. Essentially three. Oldest first, so first in first out, right? Oldest first. Okay, we have just a minute left. Scott, what other thoughts you want to leave people with about creating this thiss a short to medium term plan, medium term plan, i would say just get started on it, you know, one of those just like back-up if you keep thinking about it and kind of guessing on how it’s going to work, eventually it will be too late and you’ll never get there. All of a sudden it will be tomorrow, and the disaster is here and you’re not ready. So i would say the same thing with the, uh, with the replacement plan going on planet, even if it’s in perfect and by the way, it will be in perfect. Go ahead and figure out what it should be. Get something scratched on paper or put into the spreadsheet, and you can always add to it and refine it. But the most important thing is to get it in process, get it in place. Get your organization to understand what that what that processes and, uh, you know, get a few minds working on it because chances are that more people thinking about it better than one person thinking about scott koegler is the editor of non-profit technology news, which you’ll find it n p tech news dot com and on twitter he’s at scott koegler scott thank you very much. Happy holiday. Thanks, tony had theology. Thank you very much. Also, of course, my thanks, tio. Robert egger. Next week, there’s no show because of christmas. And if you celebrating christmas, you have my wishes for a joyous one. And hope you get spent a lot of time with family and friends. I’ll be back on friday, january fourth wave greg warner he’s, the president of marketsmart and he’s. Not going to talk about the future of planned gift marketing. I have a plea. Can you please rate and review the show in itunes? I know that you don’t have to go there to listen anymore. You go once you subscribe and then you never have to go backto itunes again. I realize that i’m asking you to make a special trip. Teo rate and review the show if you get value from it, if you like it, please do. Thank you very much. Wishing you good luck. The way performers do around the world, we are still in poland. I need another week, teo durney. I need two more weeks. January fourth will definitely be out of poland, but as the polish say, i wish you breaking of legs poem ania nuke poem, une anouk for the next two weeks, and i do promise, we’ll be out of poland. I think we’ll be in serbia on january fourth. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer on this show. Social media is by regina walton of organic social media, the remote producer of tony martignetti non-profit radio is john federico of the new rules. I wish you a wonderful holidays, very happy, new year, and i hope you’ll be with me on friday, january fourth, one to two p, m eastern, or on the podcast a couple days thereafter. If you’re listening live, we’re always at talking alternative dot com. Hyre i didn’t think the shooting. Good ending. You’re listening to the talking, alternate network, get anything. Take it cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream. Our show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com we look forward to serving you. You’re listening to talking alt-right network at www. Dot talking alternative dot com, now broadcasting twenty four hours a day. Oh, this is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect. No more it’s time. Join me, larry shop a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry sharp, your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com everytime was a great place to visit for both entertainment and education listening tuesday nights nine to eleven. It will make you smarter. Talking. Hyre

Nonprofit Radio, December 14, 2012: Get Engaged III & Dutiful Documentation

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Amy Sample Ward
Amy Sample Ward: Get Engaged III

Amy Sample Ward is our social media scientist. She continues her series on online engagement with goal setting. How do you know if your engagement strategies are successful? We’ll talk about identifying goal areas; assigning metrics; and measuring success. Amy is membership director for the Nonprofit Technology Network (NTEN) and contributes for Stanford Social Innovation Review.

 

Gene Takagi & Emily Chan
Gene Takagi & Emily Chan: Dutiful Documentation

Gene Takagi and Emily Chan, our legal contributors from the Nonprofit & Exempt Organizations Law Group (NEO), explain the IRS rules on what should be in all those acknowledgements you send for 2012 gifts.

 
 
 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on december fourteenth, twenty twelve our november nine thousand you’re still with us, i’m tracking glad you’re still here, and i hope that everyone was with me last week. Yes, i just i just hope you were with me last week because if you weren’t, you would have missed show number one hundred and twenty one, twenty was last week. You can now spend five straight days listening to tony martignetti non-profit radio. I suggest you start on a weekend this way you have a little extra time for bathroom and food breaks. I would start maybe on a thursday and include the weekend i would include a weekend in your five straight days of listening to non-profit radio last week, which is the one you would finish with because that will be shown number one hundred twenty would wrap you up for five days was your database policy manual? Karen heart, philanthropic services specialist for the main community foundation, and nicole san miguel, database administrator for the naacp rat free library of baltimore city, walked you through data entry standards, indexing and search ability, naming conventions and other topics that belong in your database, policy and procedure manual. And it was also maria’s top ten maria semple, the prospect finder and our prospect research contributor, revealed the top ten sites that she uses in her work true to form for our doi and of dirt cheap. Most of the sites are free, and her list is now posted on the linked in group and the show’s facebook page this week get engaged three tray amy sample ward is our social media scientist. She continues her siri’s on online engagement with gold setting. How do you know if your engagement strategies they’re successful? We’ll talk about identifying goal areas, assigning metrics and measuring your success. Amy is membership director for the non-profit technology network and ten and contributes to the sand, stanford social innovation review and dutiful documentation. Jean takagi and emily chan are legal contributors from the non-profit and exempt organizations law group explain the irs rules on what should be in all those acknowledgements that you send for two thousand twelve and had a value some of those gif ts between the guests on tony’s take to my block this week. Is cause marketing guidance from the new york attorney general? The new york a g wants to help you, and i distill their advice for your cause marketing campaigns. If you’re on twitter, you can follow the hashtag non-profit radio. My pleasure now to bring on amy sample ward she’s, a membership director attend ten, contributed to stanford social innovation review, co author of social by social, a handbook on using social technologies for social impact her blogger is amy sample, ward dot or ge and she’s at amy rs ward on twitter and unfortunately, she’s not in the studio today. Amy, how are you doing? I’m doing well, how are you? I’m very well you’re in portland, oregon, right eye and in portland this is where contends that main office is so i’m out here getting to me with staff in person for a little change of scenery and was actually onboarding a new staff person this week, which is always really fun. Okay, excellent. Our thoughts are with you in portland. A lot of talk about the shooting at the mall this week. Earlier this week. Yeah. Out at the crack of this small and now this morning. The shooting in connecticut, the elementary school so it’s, kind of, you know, end end times holiday season so far, very difficult, let’s talk about first an infographic that that i was sent i was offered people send me things too talk about on the show, and this one is interesting to me, and i thought you and i could talk about it. This is an infographic called very objectively titled how social media is destroying productivity. Andi, i sent it to you, of course, and you’ve had some time look at it, i will post a link to it on the facebook page on the linked in group. In the meantime, people confined this at learn stuff dot com um, you are ever learn stuff dot com all right? Well, so they’re clearly, you know, they’re concerned about productivity. Facebook has close to a billion users forty five. Forty five million short of a billion, but let’s call it a billion. People spend two times more time on facebook than they do exercising, you know, be a little provocative about i mean, they spend more time doing facebook than other things also, but they chose exercising wolber collectively each day in the u s people spend twelve billion hours on social networks. That’s interesting. A somebody who thinks about social networking a lot. Amy what? What do your do your thoughts about what you do? You have concerns about productivity? Well, i mean, for me, i think it’s i haven’t had a chance. Tio go look into their sources of where they got the data and what the data really means. You know, things like infographics are often so interesting to people and share a ble because they they could be interpreted in many different ways for me, i think it’s less, um, less a sign of of you now everyone and their mom wastes their time all day long and, you know, we’re we’re not doing any of our work, but more a sign of a distributed organization, a new era of the way people work. You know, people can quote unquote beyond the clock from anywhere so long as they have an internet connection and, you know, a lot the times and and looking at some of the staff in there, you know, that worker is interrupted every ten minutes by things like instant messages, right? Well i know that i’m quote unquote interrupted, you know, all the time, all day long, buy-in sametz itches, but that’s because i managed staff in other cities and instant messages, how we’re just saying, hey, i just tackled that one project or, hey, i saw that e mail come into both of us and i’ll take it or, you know, just kind of the way that you would work in person by just giving each other updates out loud. It’s now moving over two dozen messages, so it’s not necessarily cat videos, you know, and elearning youtube all day long, but it’s it’s, you know, it is technically an instant message, and and it is technically an interruption, but it gets the way you work now versus aah, total distraction and you know something? What i thought was interesting is that it’s list it was instead of being specific social websites to social networking, it categorizes things as time wasting websites and the number third number three, cnn dot com es o that right number twenty nine percent think i’m going to go to cnn because i want to just, like, chat with my friends, you know, like the way they kind of think about facebook being used that way, but for so many organizations, regardless of what your industry is staying on top of websites like cnn or other breaking news sources means your organization commend the the one that has the very first public statement about it. That student in connecticut this morning, as another elementary school, to be able to respond right away or, you know, whatever the kind of crisis our emergency communications may be, staying on top of, really, what we have as a objective world now, riel time, news and information means that organizations can get ahead of their competitors sabat and speak and be the one with the first announcement or be the ones that have the resources that the other news stations there now looking for etcetera, you know, again, it’s just a different way of working and not necessarily time wasting, you know, okay, andi also for our listeners, they’re they’re spending more time in the social networks because, well, i’d like to think in part because you and i talk about that, and we encourage people to use twitter and lengthen and facebook to the extent that it’s appropriate for them and, you know, all the things that we’ve talked about, everybody wasn’t everybody shouldn’t be jumping in, you know, you and i have been through that, and we’ll continue to teo explain it. No, yeah, i mean, i know organization, nonprofit organizations where a team, you know, a subset of the staff actually used private, you know, totally private facebook groups as the place where they are kind of doing teamviewer based product project management, you know, being able to say what’s going on every day and reporting to each other, etcetera, because it’s a tool that all of the people on that team are familiar with, they know how to use it, they like that email notifications in the back and forth. So instead of adopting a whole different project management tool that would be outside of any other tool there there regularly using, just use the facebook group and again, so that means they have facebook open all day, but they’re not necessarily just again, you know, posting cat videos to their friends facebook pages there, they’re using it for real time team communication. Okay, we’re gonna leave that there wanted to get your opinion on it. One thing i’ll close with is that the average college student spends three hours a day checking social sites, but what they don’t compare that is, too, the average number of hours a day that the the college students spend having sex buy-in i object that they left that out? I mean, i was a monk in college, but but there are lots of people spending a lot more than three hours a day at least having sex either with somebody or or alone, which for some people that’s a favorite weii just have a minute before a break. Amy sample ward, let’s see, we want to talk about our our engagement strategy, but really just have a minute or so we’re talking about goals. Do you have some congee? Just tease a little bit? How do you how do you start to set goals? And then you and i have a lot more time after the break. Sure, i mean first, if we’re going to a break, then i encourage everybody to go look upon their organization’s website and see what your mission statement and you actually have a theory of change, or if you don’t know what, that is just used the commercial break the good little theory of change opportunity, or pull up your organization’s active strategic plan, because that is really where you start when you’re going to create gold that apply to your social media, even though people would think they’re not, you know that high up and organizations chart of some sort. But really, you do start all the way your mission, or your strategic plan, or your theory of change. Okay, theory of change, or your strategic plan or your mission. You have homework for the break, and when we return, amy and i will keep talking about getting engaged online. Talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future. You dream of. Two one to seven to one eight, one, eight, three that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s the answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back. I’ve got to send live listener love before we continue with with amy, i’m going to send it to our foreign listeners first this time. Mexico. We can’t tell which city, but we’re in mexico. Welcome chung ching, china. Wuhan, china. Tokyo and fukuoka, japan. Seoul, korea. And curry, korea all live listener love going out tio are asian and mexican listeners, and we’ll get to the u s shortly. All right, amy, why is the right place to start with your strategic plan or your mission, or your your change theory? Well, in theory, not nothing that you are doing in your organization regardless of what department you’re in or what your job title is, nothing should should be extraneous from meeting your mission. The whole purpose of all of your staff, the reason that you have different departments, all of it should be to the end of meeting your mission, and when we that social media up as something that’s outside of that normal plan, then we’ve already set it up for first of all, other staff cannot really support it or, you know, to not have leadership for the board buy-in and that work because they don’t see it directly connected to the mission because it isn’t. But secondly, it also means that whoever it is that taft with that work isn’t able to set goals in the same kind of way, they don’t even see their own, you know, purpose for work as contributing to the organization in the same way. So not only do other people not buy-in and support it, but then the person that’s doing it themselves doesn’t see how they fit so outside of even what you do with the work, just setting up the contacts for that person and why they’re doing their job. You know, you either have an opportunity there for success or failure before you even start engaging. So so starting with your mission statement, you know, from there, you just work backwards look for the aspects of your mission that are focus on action and interaction, and then look for the parts that are social, the things that your community is able to contribute, too, and not just the aspects of your mission that, you know, require your staff policy maker or something. So so look for the opportunity where the community can be in and then require interaction, and then that’s where you actually set the gold specific to your social media or your community department now way learned a couple of weeks ago when you were on the last time that you have a real affinity for alligators. Actually, you’re a little scared of algiers, so we’re going to use save the alligators as our example eyes are hypothetical charity, okay, terrific, because because i know that’s something that you could buy into easily, of course, and also want listeners to know that this siri’s on getting engaged began october fifth if you want to catch the first part of it, and the second part was november sixteenth. So if we have our charities, objective is to save the alligators may be in the florida everglades, so not not worldwide, but just in florida in the everglades. There’s there’s terrific opportunity for outsiders to contribute to that in terms of awareness, maybe political advocacy, things like that, right? Okay, on dh and an organization, you know, or this organization that you and i have now founded called save the alligators provoc we probably have some sort of strategic plan or or we’re going to the whether we call it that or not, or something like a theory of change, which is more broad and says, this is how we see our mission coming, coming to fruition that says, you know, we see a few different ways that we’re going to save the alligators first is in the policy that support seven, and this is the kind of policy we’re going to work for it and the next is, you know, and this is where we’re going to create educational programs, so the public is no latto you’re scared of alligators or something, you know, so far down the line like that, you were goingto bucket out how we’re going to do this work, and from there we could say, oh, great, so there’s there’s a policy component of our of our mission? Well, in order for anyone to support a policy, they need to know about it. So a portion of the person’s job, the energy in our social media, they’re going to have a whole bucket, a goal of oppcoll and metrics and and work that’s focused on letting people know what that public policy proposal is understanding what it means getting. Involved probably recruited in their stories to help, you know the organizations public policy statement today if you can have community members saying, yes, we love our alligators, and this is, you know, how we’ve seen are so on the area destroyed and now hurting the alligators, i realized that all of this example shows how little i really know about alligators. Well, then, that’s a part of this person’s job and it’s no longer just yet tweet all the time about how we have a policy recommendation, but it’s so much more tangible because it helped change people’s minds about the policy recruit stories about this policy, etcetera, you know? So so you can translate directly from that mission all the way down to the buckets of actual content you’re posting every week. Okay? And how about some of the some of the advocacy, too? We want maybe people to write letters to editors and to bloggers we want to have people call or otherwise contact their state representatives things and so there’s a way we have our calls to action like we talked about last week, last month, exactly like last way said, you can’t just create a twitter account and start asking everybody to retweet you and take all of your calls action. But once you build up that community and you started building trust and engaging with people, then you can use the social tools to identify who those bloggers are that everybody listens to and reach out to them and say, great will you write the first the letter again showing that that you recognize them at the champion and influence there in the community? Will you write the first a letter and then other people will want to follow and participate, etcetera? Okay, okay, this is a good cause. And i appreciate that you want to be the co founder it’s a big step for you. That’s. A big step for you. All right. S o we’re so we clearly need to be, as you said, mission focused. Otherwise, there’s not going to be the support and the understanding of why were even engaged online. Why we even doing anything online before we moved to metrics? Anything more that you want to say about about creating the goals? No. I mean, i think, you know, a lot of people feel like well, you know we don’t have ah brand new strategic plan or we don’t have things laid out like this, but i really just i mean, we just showed with this very sophisticated organization that tony and i have just created called save the alligators, it really is that easy to move from a really high level, lofty mission statement, tangible work in in social engagements. So regardless of what your mission statement is or how it’s set up now, i really encourage all organizations to start from that place and don’t feel like, well, you are the organization that can you really can. And i just like that. If there’s ever than a challenge to why do we devote resource is it could be just a two person or three person shot, but why are we spending time on twitter and facebook? Because it’s a direct thes three threes direct correlations to our mission here, we’re trying to get join with advocacy. We’re trying to get awareness we’re trying to get public policy change, and this is how our social social engagement strategy supports each of those elements of our mission, right? Exactly, which is so much more empowering to that that person, but also to the whole organization, they can now translate for themselves how the person working in public policy can work with the person that’s doing the online engagement, and they could work together and not just, you know, separately in their own jobs, they could see how both of them need each other internally as well. Okay, let’s, move, teo metrics way want to start to measure these things? That’s that’s a substantial criticism of social networking that it’s not measurable. How do we know whether we’re succeeding, which we’ll get to, but but that’s what? You want to dispel all that? Right? Because it is measurable. Exactly. I mean, when you you know, a lot of organizations it’s really easy to track certain numbers because the different platform’s show them to you very prominently you goto a facebook page and now the really prominent number of how many people have liked that page well for you, almost every organization i’ve ever met that number isn’t the crucial number that you care about on your facebook page because if you have a thousand people that have become a fan of your page but none of them ever comment. Or share or even read what you post there, it might as well be xero people that like your page because no one would know. So making sure that that you go beyond just those really easy numbers toe look at, like, how many people are following you on twitter or whatever? And again, go back to those schools if we’re talking about state of the alligators, and we know that advocacy is a really important part and people actually taking that action way contract that let’s say, we want to see how many people yet wrote the letter, but how many people shared the letter of someone else, you know, way down that prominent blogger and asked them to write up a love letter to the very first letter, how many people commented on the letter that they wrote, so it doesn’t even have to be your facebook page, but but how many people are engaging with the advocacy appeals, whether you posted them or they’re the appeal you know, in your network, and that goes to all kinds of things, so not just you know how many people are liking or commenting on that letter, but how many? People have retweeted it how many people signed up on your website to stay in the loop on what’s going on on that advocacy appeal? So making sure that even though we’re thinking about this social engagement work as social media, quote unquote ah lot of these metrics don’t stay in that silo of facebook. If you’re doing a really great job on facebook, engaging people around an appeal, you also want to be just a the same time tracking how many people clicked to your website and signed up for the email to stay in the loop or how many people come from facebook to your website. And how long did they stay on the website? You know, looking at that that full circle from your your quote unquote home base, your website or your campaign page to social media and then teo material like emails or videos where it would be something there just consuming and back again. So how is that whole, you know, three part triangle connected and staying engaged throughout? Okay, how do we know what Numbers 22 start with if it’s a number of people who go overto comment on the on the letter. That was written over on the bloggers site let that was posted. How do we know what kinds of numbers to begin with? I mean, some some of the most basic that that all organizations can at least start tracking now to see if they know where they want to go next. What they’re tracking is so be tools specific as necessary. So was twitter, for example, you don’t just want to say how many people retweeted us this week. You want to say how many people retweeted our post that had a lincoln? Um, and how many p people retreated our posts that didn’t have a link, because as you you know, set yourself up to separate that content, you’re better able tto learn from the data, if you see after three weeks of tracking that you have fifty retweets every you know for posts that don’t have a link and you have to re tweets for your post that have a link. Well, that’s your community saying please stop posting links to your website. We just want to talk teo on twitter of or the invert you see, everyone wants to be sharing those links to your policy. Documents, but no one is retweeting you when you’re just sharing information, we’ll make sure that your frequently not always but frequently posting with the link so separate out the data as best you can, so that when you’re tracking it, you’re able tto learn from it and take action on it. And so that was a twitter example, but facebook another place where you can easily separate things out. Is it something that you posted because it had a photo or a video? Or was it something that was just a language or even just taxed? And how? How does your community respond to those things? So look at how many people viewed at term people commented how people shared it on dh then we can talk about more of the measuring and processes in a minute, but basically the best thing you could do is just to start tracking don’t say, well, we don’t have certain things in place yet or we haven’t finished creating this really great profile photos were not really using that page yet. You doesn’t matter just start tracking now because you’re not going to be able to make those informed decisions about what. To try next, or what kind of content to start creating until you’ve at least started tracking some things so you could say, gosh, no one interacts with our videos on facebook, let’s not invest in creating another video right now today, let’s try something else instead of feeling like you have to get all of that set up ahead of time. I mean, i just wanna let you know we’ll talk about measuring success next time we’ll have, we’ll have well haven’t get engaged part for because the metrics this metric section is really important. What about the the metrics that facebook gives you, like free, post like reach on a number of people who viewed and we have just like a minute and a half or so left are those are those of value? Yes, they really can be as far as measuring kinds of your post against each other so that you can say, you know, gosh, this one reached a whole lot more people than the one we posted yesterday. But there are so many variables to that built into facebook’s system, but also into you know, what day of the week was it and what? Time of the day wasn’t and did a lot of people like it right away, and so that then translated it, showing up in all of those people new season, then all of their friends interacting with it, you know? So there are so many variables in there that it’s hard to look at, it is just a static number, you know, a magical silver bullet of a data point, but it is helpful when you do sit down tto look between posts and say, gosh, what made this one reach so many more people? Well, then you can you don’t just say, well, i guess this post is a lot better, but it gives you the opportunity to say, this is the one that reached the most what was going on here that was different. Was it in a different time of day? What is it at, you know, a different day of the week, etcetera, okay? And you and use that information. But, you know, different organizations really focus in on different metrics, so some organizations rely on the talking about facebook metric and not because it’s better or worse than anything else, but they just picked it. And said, we’re just going to stick with it so that we’re sticking with one metric for now, others, they’re looking at reach, another aspect that impacts all of that facebook data. Is it you didn’t invest any money in promoting your post, we have to leave it there. We’re going to continue this subject next time amy is on show way will have her back. I wasn’t sure, but since she’s talking she’s talking about no, of course, we’ll have get engaged part for in january in january, amy alligator, that’s, right, save the alligators, you confined amy at her blawg, amy, sample, ward, dot or ge, and on twitter she’s at amy r s ward. Ah, that’s it at me, rs word. Amy, i hope you have productive meetings in portland. Thank you so much, all right, thank you. I hope you’ll be back in the studio in january. I certainly, well, excellent. Right now we’ll take a break, and when we come back, it’s, tony’s, take two, and then gene takagi and emily chan are legal contributors on dutiful documentation. Stay with me. They didn’t think that shooting getting, thinking, you’re listening to the talking, alternate network, get anything. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you too? He’ll call us now at two one two seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! You’re listening to the talking alternative network. Duitz lively conversation. Top trends, sound advice, that’s. Tony martignetti, yeah, that’s. Tony martignetti non-profit radio. And i’m travis frazier from united way of new york city, and i’m michelle walls from the us fund for unicef. Durney welcome back live listener love here in the u s lawyer, california port, ellen, new york, new york, new york, liquid new jersey and new bern, north carolina there’s more those air are so far live listener love to those listening here in the united states. My block this week is cause marketing guidance from the new york attorney general cause marketing is when you team up with a company so that you raise money and they either sell stuff or they enhance their reputation or their image because they’re affiliated with your charity on dh there’s a lot of blurriness around this because a lot of people don’t really know how much money actually goes to the charity or how it’s determined how much is going to go. So the new york attorney general had some guidance five recommendations nufer i’ll just mention two of them here explain exactly what’s being donated. A lot of times you’ll see advertisements will say net proceeds to the charity we’ll net net of what? How do they define proceeds? Also after the campaign? Tell us all how much was raised. People want to know what the impact was, did they? Did they? Make a difference for you. So those are two of the five recommendations from the new york attorney general there’s more on my blogged at tony martignetti dot com the post is called cause marketing guidance from the new york attorney general, and i’m still asking for your help so many listeners. I’d be grateful if you’d rate and review the show in itunes rating is one to five stars you started our page on itunes, which you’ll find at non-profit radio dot net, or you could just search and then click view in itunes and itunes will open up and you’ll see a place for ratings and reviews. So it’s just a couple of clicks, i’d be grateful if you’d rate the show and write a short review and you do that night tunes and i’m very grateful for that. Thank you. And that is tony’s. Take two for friday, december fourteenth, the fifty first show of the year. Joining me now from san francisco. Jean takagi he’s, the principal of neo the non-profit and exempt organizations law group and he had it’s the popular non-profit law blogged dot com on twitter he is at gi tak g ta. K and also emily chan, who is an attorney at neo-sage principal contributor to the non-profit law block she’s the american bar association’s twenty twelve outstanding young non-profit lawyer, which is now coming to an end. I don’t know what she’s going to do in twenty thirteen shut the rest on morals from from the previous year, but so far that today that title’s title remains and you can follow emily on twitter at emily chan, jean and emily welcome hi, tony. Happy holidays. Hello. Thank you, emily. What you gonna do in twenty thirteen? You know, i’m not think reminding thinking about that. I’ll have to say she was last. Year’s american bar association. Outstanding. Young non-profit lawyer it’s it’s. Not the same laurel resting it’s. No. Good. We’re here to talk about documentation. How to get the right documentation and acknowledgements to your donors. But first, how to know what date the gift should be dated. Your your acknowledgement certainly has to have the date of gift gene let’s. Start with you. If if if a gift is a sent by mail us mail. What? What date do we does? The charity use for the date of gift? Well, the charity is probably going to use the postmark days, but the actual date that the don’t i get to take the deduction is the day that the donor dropped that envelope with a check in the mail box. So if it gets postmark the next day or january first, which is the next day, if they do dropped it off in december, thirty person gets post by january second. Donors have to form the charity that dropped it off. Oh, my gosh. Okay, gene, can you speak a little louder? Great. Uh, gene, can you speak a little louder for us? Yeah, absolutely. Tony so great question donors goingto take the deduction on the date. They drop it in the mailbox. But make sure that the charity knows that otherwise the charity’s gonna use the postmark date on the envelope on those could be different. That’s true. It’s. Okay, all right. And this becomes important as we’re talking about december thirty first versus january first or second when the when the gift is actually well, wouldn’t be open to probably january first. But it’s actually received and opened in the office january second or third. This becomes important. For those who wait till the last minute. Jean what about if it’s not received us mail, but it’s received by fedex because the person waited till the last minute or some other overnight service. Another great quest? Tony, don’t send last minute charitable donations through fedex if you’re trying to get a deduction in two thousand twelve because then that the charitable contribution will be deemed given when the fedex arrived and was received by the charity’s avectra steve january second that’s going to count of the two thousand thirteen death. Better to drop it in the mail that i sent it fedex on december thirty. Okay, excellent, excellent advice. And, of course, if gift his hand delivered, if somebody comes to your office, then that would be the day they handed over to you that’s. Right. Ok. Credit card donation. Same way is the day that that credit card is process. So the day that you give it, uh, okay. Well, wait now. Credit card processing, the date you you do the form online might not be the date that it actually gets to the gets to the charity and process. So how does that work? Well, it will be the day that it’s processed by the credit card companies. So it will usually be instantaneous. Okay. And would you use the date on your statement then? As the as the right date of gift watch? The donor’s probably gonna deduct it on the date that they made that charge. So yes, if they’ve got a receipt for it on december thirty first. That’s, the date you it might be different from the bank statement dated the bank takes a delay in processing. Take your receipt if you make that charitable contribution. Okay. You mean the credit card credit card receipt? Yeah. Okay. Okay. Emily let’s. Turn to you. Now, we now we’ve figured out how to know what date to put for the for the gift date. Let’s. Start with gifts of of cash. How do we appropriately acknowledge those for our donors? So, you and tony, tony, you and jane have already talked about some of the ways that you do. This is the donor. For example, looking at your bank records were having some kind of receipt that maybe automatically prints out. But when we start looking at gifts over two hundred fifty dollars, it’s important that the substantiation you have is something that actually comes from the organization. Um, and this is an irs rules, so again, default attacks mary-jo have a receipt for everything that you’re going to deduct, but when you’re looking at something over two hundred and fifty dollars, you need to make sure that the organization gives you some kind of written substantiation if you plan to take that deduction. And the funny part of this rule is that generally speaking, the organization isn’t required. Give that to you so again, as the donor is good to be informed of what you need and same thing with an organization and know what the donor needs, that you have good donorsearch right on dso our listeners are mostly the charities, so so over two hundred fifty dollars, they’re required to send an acknowledgement. No, they’re not required to something unknown judgment, but the donor is required to have one so it’s good donorsearch to put something in place for the organisation, that you’re able to issue out those in a timely manner and also with the most efficiency from the organization’s perspective, and the substantiation should say, you know what? You would expect, like, the amount of the contribution, but as well as whether that dahna received anything in return for the contribution. And if they did, how much they received a return. Okay, and we’ll get to that shortly. But also the date of the gift, right? You have to tell them, is not sufficient to just date your letter, but you have to give the date of the gift correct and it’s important to give that substantiation in what they consider a contemporaneous manner, which means before the end of the year of when the donor would make that deduction basically. Okay. Okay. Before so it before the end of twenty. Thirteen. You mean when they would claim the deduction? Is that what you mean? Right? Right. Okay. But of course, you want to do it before then, because there probably going to be filing their taxes by april fifteenth or october at the latest. Okay. All right. So now i wanna make sure i didn’t confuse listener. So two hundred fifty dollars, what’s the what’s, the what’s. The rule around two hundred fifty dollars, for two hundred fifty dollars, or more. The donor’s required to have a written substantiation from the organization the caveat here that was generally speaking, an organization isn’t required to issue one on we’ll get you an exception like he said in the seconds, but this is really important for organizations. No, not just look at what they’re required to do, but what would be a best practice to do, and it is the best practice as far as your donor issue, those, uh, received for them so that what your donor isn’t going to come back and say, hey, i tried to take the deduction that you never gave me this acknowledgement, and now i’m upset will never don’t you again, right? And of course, the really best wayto be thankful for gift and to express that is tio acknowledge every gift, even if it’s only five dollars? Yes, we would say so, but i don’t know that especially have it’s the hyre amount it’s even more important, we would say, because of this extra requirement from the irs. Okay, let’s, go teo publicly traded stock, and we’re not going toe listeners. We’re not going to talk about, um, privately held stock in privately held companies because it becomes very difficult of value. And things like that. But emily for a publicly traded stock first let’s define that. What do we mean by publicly traded? So this would begin stock that’s being treated openly on the market right now. So you would be able to look at the stock market and figure out how much it’s trading for at any given day or time. All right. And how do we acknowledge that kind of a gift? So this would be assuming that the organization is going teo, liquidate this right away, meaning that they’re also going to sell it. You’re going to treat it just like another contribution again? That could be tax deductible. So the organization is going to want to know again. Asshole of the donor. How much? That doctor’s words on the day that it’s given to the date of the gift. And basically the way that you do that. If you look at what it’s being chased out the high in the low and you take the average okay, excellent. Some people there’s some confusion. Sometimes people think it’s the value that the stock closed at on the day of the transfer. But that’s not right, it’s that average that you just explained if i can jump in it’s important to realize, though, that that’s going to be the donor’s responsibility to figure out what the deduction amount is. And the charity is giving those numbers just a matter of convenience for the donor and the donor’s tax advisor. So should there be some little caveat in your letter that says we’re not providing tax advice in giving you the value or what? What? We estimate the value of your deduction to be, i think that’s great advice, tony, to just say that caesar for internal gift recognition purposes, and to please seek guidance from your tax or financial advisor regarding the deductibility of your gift. Okay, gene let’s, stay with you. We have just a minute before a break so let’s, you know what? Let’s, just take our break and we’ll make a clean cut and, well, gene and emily and i will continue talking about documentation for quid pro quo gifts. What happens when you get a little thing back or something big back? And how do you value those things? Stay with us. Dafs you’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Oppcoll have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Welcome back to tony martignetti non-profit radio. Okay, let’s, gene let’s, talk a little about when someone gets something in exchange and let’s start small. Suppose you make a gift and you get back a mug or a pen or a t shirt. Kind of what generally, the rule is if the gift for the contribution or payment that is being made by the donor is more than seventy five dollars, and you’re getting something back in return of value, then the charity has got to give you some sort of written disclosure that indicates the value of the item is given in return. But if it’s a token, ida, um, then there may be no need to do that, so token item might be okay. And what is a token is actually kind of defined, um, by the amount it is, it could be a low cost item. Or it could be an item that has the organisation’s name on it on. And if it’s a low enough value than that that’s going to be okay. And so the dollar figures i’m goingto let emily provided it doesn’t come off the top of my head. But it’s the low. Cost article, i think, is nine seventy with the organisation’s name or logo and if it’s not with the organisation’s name or logo, if the mug is less than two percent the lesser of two percent of the donation or ninety seven dollars, then you don’t have to give that written disclosures statement that says the amount of the value of the item given back to the donor return. Okay, that’s, a that’s? A lot to unpack, but listeners could go back and play that play that part back-up emily does does jean have? The number is correct. Okay, okay, now, gene, that was if the if the donation is more than seventy five dollars, if the donation is less than seventy five dollars, then you don’t have the charity need not disclose what was given in return. Is that is that right? Yet although it’s going to be a good idea for the charity to do so anyway, because the donor can only deduct the amount of the payments that is actually a charitable contributions so other than for those token token items, then something for the charity to indicate. So even if he gave a fifty dollars, gift to charity. And you got twenty five dollars, back. That charity should indicate what that amount given back. Okay, so, so sort of similar to what we talked about before it’s. Just it’s. Good practice to just do it all the time. Uh, disclosed what was received all the time. Okay. Plus, i just got makes it easier for your for your gift processing people. Teo did not have different rules. Just do it all the same way each time. Yeah. And note that this comes up all the time when charity’s hold their holiday party events and copied the chicken dinner with the ticket. Um, so the chicken dinner given back is a benefit that probably is more than the token benefit or the low cost benefit. So that’s going to be something that the charity will want to get back into receipt? The whole ticket may not be deductible, but a portion, maybe. Okay. And what? What about the silent auction items that you have? You have advice around those two? Yeah. Now, that gets to be a very tricky area. Because when you received ah non-cash contribution from a donor, the charity not goingto value that so. If somebody gives you a expensive vase and they say, you know, this is our donation to you, the cherry has no responsibility and is not in the business of appraising that for the donor. The donor is gonna have to do that themselves begat the deduction. But the charity will give back a receipt stating that a description of the items given, however, the big exception is if now the charity goes ahead and take that vase and puts it into a silent auction. And somebody bids sport let’s say somebody bid five hundred dollars for that body, right? The charity has got a responsibility to let the donor or the person paying for the box know what portion is a donation. And what portion is really the value of that vase? Uh, that they’re actually making just a strict payment for quid pro quo. Because it’s part sale and part gift and only the gift portion is deductible. Okay. And how are we going, teo? Value that? Yeah. Really tricky it it depends upon the item. So you know, if it’s super expensive than the charity, may have to get an appraiser to do that, otherwise they might. Look into, you know, being if it’s a fairly modest item, you may just look on ebay or craigslist that used and try to figure it out, but you don’t have to use reasonable method based, but, you know, pop your resources and the valley of the gift. Okay, emily let’s, go teo volunteering if someone’s instead of instead of making cash gift or stock if they’re spending their time with the organization, what what does the charity have a responsibility to? Teo teo, disclose that or acknowledge it in a certain way. And what can the donor deduct? I’m not necessarily so. The thing about volunteer services that the individual volunteering not deduct. I got the value of that volunteer time. So let’s say it’s the equivalent to paying, you know, twenty dollars per hour for your bookkeeper or something like that. You’re you’re volunteering the service, an organization that not deductible. But what could be deductible are the expenses that are incurred that are related to the volunteer services. So what say the cost of gas to get to the non-profits a place of business in order to do the financial services for them? Okay, we really have to leave it there. We just have a brief moment. Emily there’s a couple of publications that are valuable for for charities to figure this stuff out. What? What are those? Please? So there’s, the irs publication seventeen. Seventy one that’s. A really easy to read pamphlet. There’s also an irs publication. Five twenty six, which is a more comprehensive guide on charitable contributions and anything that’s tricky, like art or vehicles. There are special irish publications for that as well. So i would look for that specifically. Okay. And you’ll find the pubs on iris dot. Gov. Yes, that’s correct. Okay, we have to leave it there. I want to thank. Jean takagi and emily chan are regular legal contributors from the non-profit exempt organizations. Law group. You confined them both at non-profit law blawg dot com happy holidays to both of you. Thanks very much. Thank you. My pleasure, aunt. Of course. Also, my thanks to amy sample ward next week. Robert egger, ceo of sea forward that’s the letter c. He and i are going to talk about how to get political candidates to add non-profit issues to their platforms and how to endorse the candidates. Who? Do and scott koegler will be with me, our regular tech contributor and the editor of non-profit technology news. You can hardly navigate the social way without smacking your head into tony martignetti non-profit radio. We’re on facebook, youtube, twitter linked in four, square all those places and if i can urge you to go to itunes again, i’d be grateful if you would rate and review the show there wishing you good luck the way performers do around the world. We’re still in poland where where i’m wishing you poem ania nuke breaking of the legs again a z i told you last week, that’s plural so both both legs gotta go wishing you for ah for the time till we get another country inn poem ania nuke our creative producer is claire meyerhoff. Sam lever, which is our line producer, shows social media is by regina walton of organic social media, the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next friday went to two p m eastern on talking alternative broadcasting at talking alternative dot com. Out! I didn’t think that shooting. Good ending. You’re listening to the talking alternate network. E-giving take it cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you too? He’ll call us now at to one to seven to one eight one eight three that’s two one two seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com we look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting are you fed up with talking points? Rhetoric everywhere you turn left or right spin ideology no reality, in fact, its ideology over in tow. No more it’s time for action. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who wants a go what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com everytime was a great place to visit for both entertainment and education listening. Tuesday nights, nine to eleven. It will make you smarter. Talking dot com. Hyre

Cause Marketing Guidance From NY Attorney General

The cover of Cause Marketing for Dummies courtesy of John Haydon on Flickr.

Cause marketing: when your charity teams up with a company so that you raise money and they sell stuff and/or look good.

Questions have been asked, most recently in the The New York Times. There are no rules and the amount of money raised can be questionable.

The New York Attorney General wants to help. The office has issued a five-point guidance document. It’s on the web and as a pdf. Here are the recommendations:

1. Clearly describe the promotion
Prominent disclosures should include: charity name and mission; benefit the charity receives; minimum guaranteed or maximum imposed on donation to charity; consumer action required; and, dates of the campaign.

2. Allow consumers to easily determine donation amount
Do you wonder what “net proceeds” means? Net of what?

3. Be transparent about what is not apparent
Protect your brand so it’s not injured by an unclear campaign. For instance, if the company is making a fixed donation, don’t let promotional materials suggest that buying product makes a difference in how much your charity gets.

Likewise, if there’s a cap to the donation you’re getting, don’t flood stores with more goods than reasonably expected to reach that maximum. (I like that one. How ethical are you when it’s hard for the public to know how ethical you are?)

4. Ensure transparency in social media
If it’s a campaign to get the company likes, followers or +1’s, follow the other recommendations here. Social media campaigns aren’t exceptions to transparency and accuracy.

5. Tell the public how much was raised
Cause marketing is no exception to the public’s demand for impact measures. Tell us how you did.

Care to share your experience with cause marketing? Was the company fair? Did you get what was promised? What feedback did you get from donors? Would you do it again?

Nonprofit Radio, December 7, 2012: Your Database Policy Manual & Maria’s Top 10

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Nicole San Miguel, Karen Hartt and me at bbcon 2012
Karen Hartt and Nicole San Miguel: Your Database Policy Manual

Karen Hartt, philanthropic services specialist for Maine Community Foundation, and Nicole San Miguel, database administrator for Enoch Pratt Free Library of Baltimore City, walk you through data entry standards; indexing and searchability; naming conventions; and other topics that belong in your database policy and procedure manual. We talked at the bbcon 2012 conference, but their ideas don’t only apply to Blackbaud products.

 

Maria Semple
Maria Semple: Maria’s Top 10

Maria Semple, The Prospect Finder and our prospect research contributor, reveals the Top 10 sites she uses in her work. True to form for our doyenne of dirt cheap, most of the sites are free.

This segment with Maria has a survey. Please take a moment to answer one quick question. You’ll find it below. Thank you! If you could also share it with other nonprofit professionals, I would appreciate it.

 
 

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Hello and welcome to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent, you know, i’m your aptly named host it’s december seventh, two thousand twelve december seventh sort of inauspicious day in our history. Oh, i want to welcome the november nine thousand november last month we had over nine thousand listeners per show per show. Many, many downloads that came to an average of, like ninety, three hundred listeners per show. So i wanna thank you very much. I want to welcome you very much. Yes, welcome. And i hope that you were all with me last week. I’d be in distress if i had learned that you missed the requesting brain. Professor russell james as technics texas tech university those neuro imaging research to see subjects brains light up when they elect to put a charitable gift in their will. This former planned e-giving fundraiser and director of the graduate certificate in charitable financial planning had research based advice for your cultivation and recognition of bequest, gift and donordigital baste dungeon. Scott koegler, the editor of non-profit technology news. And our tech contributor wants you to keep your donordigital base secure. So nothing. Can escape. We talked about inappropriate use, sql and inference all that last week this week your database policy manual, karen heart, philanthropic services specialist for a main community foundation, and nicole san miguel, database administrator for the e knock, pratt free library of baltimore city, walking through data entry standards, indexing search ability, naming conventions and other topics that belong in your database, policy and procedure manual. This was pre recorded at the bb khan twenty twelve conference, but their ideas apply much more broadly, not on ly to the blackbaud products and maria’s top ten maria semple, the prospect finder and our prospect research contributor, reveals the top ten sites she uses in her work. True to form for our doi and of dirt cheap. Most of these sites are free between the guests on tony’s take to my block this week. Are you listening to fund-raising fundamentals? Just a reminder that i do that for the chronicle of philanthropy as a monthly podcast and at this point, it’s time now for our first pre recorded ah first guests pre recorded at bebe con your database policy manual here’s that interview welcome to tony martignetti non-profit radio coverage. Of pecan twenty twelve, i guess now are karen heart she’s, the philanthropic services specialist being community foundation and the cold sand miguel database administrator at the naka pratt free library of baltimore city. They’re topic is reserves h policy siege emmanuel ladies, welcome. Thank you, karen. Why don’t you explain what you do as philanthropic services specialist xero unity foundation. Do you want the whole list? No, i just want neo-sage about thirty seconds. I am the database manager. I am the charitable gift annuity specialist. I write all those contracts and i also do the research for the razor’s edge. Okay. And nicole, as database administrator. What are you doing? I do everything. I process gifts. I generate letters, put information and pull it back out of the database. Okay. Everything in and out of david. Okay, let’s, just start with what they call. What you see, something charity is doing wrong around there. Procedures around razor’s edge. What? What? What? What? What is it? We’re trying to move on. They don’t have them. I think that’s probably the biggest thing, karen is not. Yep. Definitely not having procedures and data standards on how to put the data. In to get the data back out again. Okay, well, let’s, just keep it simple and start. Karen, why don’t you give us a first? A first good practice that belongs in your first year manual should be written, i presume, right? The first thing you need to do is understand how the data is in the system. And then you need to figure out how you want your data in the system because it can be the way razor’s edge trained you to do it. Or it could be how your finance people tell you they want it. But for us, the biggest thing was putting the data in in a standard format every single time. So my procedure manual starts with constituent entry, and it works off of the address standards that the united states post office puts out and that’s how we enter data based on the address standards. Do you both have multiple people entering data? Your office is? Yes. Karen is a much bigger office than mine. I’m in office of five people, and we all have to intern ada. And we have twenty five employees in six different sites. We have remote user’s on. We also have ah, secondary office down in the southern part of the state of maine, so everybody interest data not everybody has the capacity to do all the data entry, but everybody as the capacity to do constituent entering, okay and let’s have a little motivation. Step what’s the downfall. Karen what’s the problem if you don’t have standard data entry, your reports are messed up your mailing list so messed up and your executive directors on your back saying, why can’t i send out three thousand letters to three thousand people at the correct address at this time? If you don’t have standard data entry, you don’t have standard data export, you can’t get it out. Everything is all over the place all called the same thing, so you can’t do it. What should be a pretty simple query, i guess, in a lot of cases to get out everything that you should get out. Yes. Okay. So if you have three thousand records, you could have the data in multiple ways. And so if you’re doing a mailing and you have an address field that’s the post office p o box listed above the street address the post office is going to mail it to the street address. They’re not going to mail it to the p o box, but the post office the physical address doesn’t have a receptacle a mail box and so they returned the mail. And so that’s not how the post office reads addresses they read from the bottom up so your post office box, which received your mail, has to be the first address in the line going up and then the city and state yes, just above the city and state, and then your street address so that the post office khun deliver the mail where it needs to go and if you don’t know that address, standard feature and your data comes in from akash certification in the post office boxes listed first on the first address line that’s wrong and it will get returned to you. So you’ve wasted your first class mail all the time it took to process that nailing piece and the time it takes to fix the record in razor’s edge, right? So data standards are efficiencies. All right, so we need standards inputting data there has to be, i guess training you said. You have people in multiple sites, karen, be training around the policies. Yep, and i, my policies and procedures manual, is my training man. I used my training, my policies and procedures manual, to train all my new staff and to do my continuing updating trainings that i run by annually. Nicole is the is the manual changing it’s constantly. Jean well, i think you kind of have to look at it as a document that’s never actually complete, because blackbaud is constantly updating its products. People are constantly changing address or constantly being hit with different situations or events, and you just kind of have to be able to adapt its kind of like the constitution. Okay, it’s, a kapin all right, all right, the call what’s another important element of the policies, procedures. Back-up. I would take it index a table of contents index because of karen had, for instance, has a very large policies and procedures manual and how many pages can it’s one hundred fifty separate documents totaling almost three hundred fifty pages? I don’t know, five or six, i don’t know, i’ve been the d be a first for fifteen years, and i have a very established policies and procedures manual mine’s not nearly that long, but still even in just one hundred pages. Your users have to be ableto find what they need in those hundred pages. And if you have a policy and procedure manuals only five pages it’s not nearly long enough. All right, well, that’s, why i’m in your fight? Your dvds. Finally, when karen says d b a i want to keep her out of georgia. I learned right before the session. Diva, of course, is a database administrator doing business as okay buy-in index and table contents. Right. It’s gotta be searchable. Gotta be able to find it. I assume this is all elektronik form, especially three hundred fifty pages. So yeah. Ok. So it’s not it is not in a print for men like everybody, i get a lot of questions from blackbaud users to have access to my manual, and they want me to send it electronically, and i explained to them very assisting clea that it is one hundred fifty documents totaling three hundred fifty pages, and i would be happy to send you zip files of portions of the manual, but it is more than twenty five megabytes and size, and my email server does not allow me to send it, and i’m not going to upload it on google dogs, so i have a specific pieces that are categorized by my index for i would say, structure buy-in introduction, the constituent entry, and then it goes through for other blackbaud parts of the system, andi, i’ll send them the basic constituent entry procedures and along with my tips and tricks and so that’s a zip file, and i’ll send that to them. Or i have five six different procedure zip files uploaded on black buds website in their shared client document folder, and people could go access it that way. So you also have a document that, as we said a minute ago, is kind of constantly changing and constantly being updated. So a paper document isn’t necessarily the best format for your users. If you, if you make a change, you don’t have to reprint that beat one hundred pages of three hundred fifty pages. And i also like it to be somewhere that my users don’t have toe look through their desk, through their cabinets, through their drawers, through there. Finally, cabinet to find their copy of. I like them to be able to open up a file on their server very quickly and go right to it. It’s. Also a lot more searchable, electronically us, and where i have central f, i have six different. Sites that use my procedures manual, they have to be able to have access to it. And so they have an access electronically so they don’t have to print it off. Okay, let’s, move on. I’m just keeping general. And karen, why did you threw out another practice that belongs in your the procedures, um, campaigns funded appeals and how you how razor’s edge has campaigns, funds and appeals that’s the structure for sending out solicitations and what funds are associated with that solicitation, regardless of whether you’re using a named fund, we have seventeen hundred named funds at the main community foundation because that’s what we do and another orcas nation might only have three of four different funds which are, like, restricted, non restricted general or whatever. And so your campaign’s funds and appeals need to have the same naming process and the same structure so that you can find information and report on information in the same format in the same way. And you get the results you’re expecting so on dh should that naming b is that particular to the organization? Or can you share what? Some of the ideas? What your what your ideas are. Around around these naming convention well, how we think of campaigns, ones and appeals campaign is the umbrella that the appeal falls under, and then the fund is under the appeal so we can have an appeal that has three or four different funds that were raising money for and that naming structures always the year the appeal that’s, the appeal name and then thie campaign is a general name where you re use those year after year after year because we don’t do capital campaigns, we don’t raise funds for ourselves, we give money away, so we raise money to give away so an example of a campaign would be end of year. I can’t bend county fund a great capital campaign. The capital campaign is county funds. There are eleven different appeals underneath that because we have an appeal for each of the funds that’s associated with the campaign appeal, and then those appeals are done every year, so they appeal is renamed every year. The old appeal gets in activated, and the new appeal comes on and that’s, how we do our solicitations and our appeals talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people, better business people. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s the answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com bonem about you, nicole. Is something similar or different radcampaign funds our campaigns, funds and appeals are a little different because karen raises money for other organizations basically are not raises money for other organisations, but the money that she uses goes to other organizations are money stays in our organization. And we a za public library was twenty three different branches constantly have campaign appeal up campaign’s going on capitol campaigns. We also have an annual campaign, and then we also have campaigns that may be related, teo special projects. And but just like karen and i are different, every other organization is going to be different. Everybody does something very specific and can tailor razor’s edge to their specific needs. Okay? That’s the beauty and the curse of razor’s edge is the flexibility of the system. So, karen, it doesn’t have to be the hierarchy that you described. No thinking about campaigns. You know, there are lots of organizations that i help structure their systems, that they don’t even use a campaign. They use everything on the appeal level or everything just on the fund level. So it’s how your system needs to be set up. But what? You have to do is think about how that process is going to be best for you to get the data back out of the system and what works best to get the data out. And then you structure your system based on that, and then you write policies and procedures so that you have a constant naming structure and a constant format and flow of your data in and out. It sounds like you should be thinking about what you want to get out of razors edge before you’re just exactly, exactly almost work backwards. Yeah, you think about what you need and what report somebody might need toe it might. It actually dictates how the data goes in the system. On our standpoint, from i converted the database in nineteen, ninety nine took over, and so it’s my baby and i helped design how the data is in the system. But i met with all of my officers and said, what do you need for reports? And that dictated how we put the data in the system? And so i wrote my policies and procedures basically, teo, make sure that format doesn’t get lost and for those annual things that you don’t do all the time so i can refer back to them because my memory is like a sieve sometimes, and also so that if i was to leave the foundation, they aren’t hamstrung by not knowing what i did and why i did it. And so they could use that as a training tool or as a fallback to see how i record a campaign or how i record a pledge or how i record a gift and it’s also very important, knowing the reasons why things aaron there a certain way, i can’t tell you how often i pull up data in our older data in our database, and we do not know why it has been entered that way. What thie rationalization for this particular type of coding wass and or even just what certain abbreviations stand for? So i mean definitions of in your policy and procedures manual, and also, i mean, you don’t have to justify every single thing that you do, but perhaps a little bit of insight into why those decisions were made is useful, especially looking back and when staff changes, okay, if we’re going to change something in the database, we talk about it as a staff and what the implications of that change could be future and historic, and it also we’re tracking a lot of data that was in hard copy before is now in the database for a good example is success our advisors. So we have a specific way that we code our successor advisors who are advisors to an advised fund, the donor advisors not allowed it’s no longer available to us to the donor, right? And so that dictate we have that policy, that the information is recorded and raises edge it’s in a specific format. And so when we know that somebody’s passed away, we can go and to the razor’s edge database and say, oh, yeah, this is how we’re supposed to be doing it. So it’s it’s a really good way toe track for historic data as well as future data, because you might have somebody who’s in the position now, but in fifteen years they may not be there, and you might have somebody who’s passed away and it’s a huge request if there’s no documentation on how that request is supposed to be processed in the system. Then it’s, it may not be processed. How was intended to be a stalker? The call? What else should be in this table of contents that you said? Is it self important to them? Document? What else belongs here? Well, i think you just need to have some basic day today. Operating procedures? Um, such a such a gift processing what’s. You know what? What? What happens when a gift comes in? What reports need to be submitted to your business office? What are they saved as? How do you change parameters? What gift types belong in this report? What? Give types. Don’t who do you hard credit for something? Who do you soft? Cut it for something? How do you split gifts? Do you split gifts? Everybody does. Everybody does a lot of these things differently. And we have staff turnover all the time. And i could go from where i work to where karen works and not do anything right. And it would be different. We don’t record pledges unless there are material to our financial statements. So if it’s not a material pledge let’s say somebody is doing a fundraiser and they’re going to raise fifty thousand. Dollars and their pledges. And they want us to record pledges for that that’s not material. So it doesn’t go through to our finance department. We put it in as a placeholder on the razor’s edge. But then we also have a fundraiser where it’s four and a half million dollars. That is a material dollar amount. We do record those pledges. They they have a sign, documentation. They are what we call collectible pledges. And so nicole might have pledges that she runs all the time for her campaigns. And we don’t. We do one massive pledge. Maybe once every ten years, and the rest of the pledges aren’t booked because they’re not material to our bottom line. And we do pledges all the time. We have pledges that may last a year. We have pledges that may last ten years we have, you know, all kinds of pledges and it’s just the difference in the nature of the way are two organizations work where the difference in the nature of the way all of our organizations work. Not everyone non-profit works the same way. Of course. Going to start to wrap up. Karen, why don’t you share what? It is you love about being a d b a database administrator work. But i never do the same thing in the same day. Twice. I do a lot of different things every single day, even though it’s the same basic format i do gift entry. I do. And i do all the stock. So i do stock gift entry. I do charitable gift annuity entry. I work with chargeable maine to truss. I work with prospect management. I work with bringing a new funds. I opened my own funds. I do data services. Esso i never do the same thing every single day, any day. So i love the challenge of it. The puzzle of it. How to figure out getting the data in there. So it comes out the way my people need it. And i love the software. So it just makes my life so much easier doing what i do. I like that. Well, i don’t like that. I’ve spent a lot of time cleaning up a database, but i have spent a lot of time cleaning up a database. Product is gratifying and and it’s gratifying. And now everyone in my office can pull information. And is actually so excited about what they pull out it’s really amazing you, khun go from hardly being able t see any kind of of analytical data in your database to being able to pull this stuff out and just infinitely filed down your donors and they’re they’re giving histories, and they’re giving trends and what they respond to and what they don’t and in the end of the day save money and raise more money because your data is so much better. Nicole had a fabulous slide yesterday where she had it was a period of darkness where the data was a messed up and you couldn’t get anything. And then when the data was clean, it was like having a light bulb. Then you could actually find the filing, so it was a fabulous graphic, and it works really well, but there is great analogy that was karen heart and she’s, a philanthropic services specialist at the main community foundation and also with us was nicole san miguel, database administrator for the free library of baltimore city. Ladies. Welcome. I’m sorry. Thank you very much. Welcome. Thank you very much for being guests. Thank you. It was a lot of fun. Tony martignetti non-profit radio coverage of bb khan twenty twelve. If it sounds quiet, the background it is. We’re the last vestiges of become twenty twelve today it continues. And thank you very much for being with us. Sounds like it was very dark, like the lights were going off, but they weren’t. We still had lights. Just nobody. Nobody in the in the in the exhibit floor, thanks to karen heart and nicole san miguel and all the folks at blackbaud who hosted me at the bb cond conference was very nice there. I missed a, uh i missed a jargon jail opportunity. Did you catch it? Hard credit, soft credit. Ah, i should. I should have jumped all over that hard credit self credit. But i was i was intimidated. These these deba is database administrators. I mean, they know the stuff so detailed. It’s. Such a specialized field. I was intimidated. I was scared to ask, you know, estimate questions or b b too challenging. So jargon jail hard credit itself. Credit that’s, basically, like when somebody gets an assist. So there’s a there’s, a main person who gets credit and then maybe somebody gets an assist and that’s that’s the hard credit versus the soft credit, an example would be, ah, husband, wife. If the husband and wife are both donors, maybe separately, or they’re both in the database, because they both want to maybe get email separately. When you’re soliciting by email, you would hard credit, perhaps the wife. Maybe she’s got the better relationship with the organization, and then a soft credit might go to the husband that’s, an example of heart credits off credit. Right now, we take a break, and when we come back, it’s, tony’s, take two, and then maria simple is with me, and we’re going to talk about her top ten. Stay with me. You didn’t think that shooting getting ding, ding, ding, ding, you’re listening to the talking alternative network, waiting to get a drink. Nothing. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Yeah, you’re listening to the talking alternative network. Duitz durney hi, i’m bill mcginley, president, ceo of the association for healthcare philanthropy. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back time now for tony’s take two little bit early this week, but that’s okay, i have a little extra to say my block this week is are you listening to fund-raising fundamentals just wanted to remind you that i host that monthly podcast for the chronicle of philanthropy it’s a ten minute and that one has devoted exclusively to fund-raising topics once a month, and you’ll find it on the chronicle of philanthropy website. You’ll also find it on itunes and again, that is fund-raising fundamentals also, since we have so many listeners, i’d be grateful for your help. I’m asking for some help. Would you be good enough to rate and review this show in itunes? Ratings are one to five stars and review is you write a short review, a couple of sentences um, you could start that you would start that at non-profit radio dot net, which takes you to our itunes paige or you just search for the show in itunes, and when you get that i tunes page with the list of one hundred shows on it, click view in itunes, and then itunes will open up and you click ratings and reviews. And i’d be grateful if you’d give me a rating one to five and write some words about what you think about non-profit radio, we’ve got just a couple, um right now there are fifteen reviews, and i do remember that back when we had about six hundred listeners, i asked for help, and i think at that point there were like three or maybe five reviews, and it tripled or more than tripled up to fifteen, and i remain grateful for that back when there were six hundred listeners, but now we’re over nine thousand, and i’d like the itunes paige to reflect that. So i would be very grateful if you could help me out by giving a reading and a review on itunes. Thanks. Thanks very much. And that is tony’s. Take two for friday, december seventh, the fiftieth show of the year. Joining me now is maria simple. You know her she’s, the prospect finder she’s a trainer and speaker on prospect research. Her website is the prospect finder dot com and her book is panning for gold. Find your best dahna prospects now exclamation mark! You can follow maria on twitter at maria simple a si m pl e maria semple prospect finder. Welcome back. Hi there, tony. How are you today? I’m terrific. Ru that’s. Good. We got your top ten this this week. Top ten. These are sites compile. Pardon me. It’s. Tough for me, but don’t you? Don’t you consult these every day or every week. Well, i do. But it’s, hard to pick only ten. Okay. Well, white-collar ard well, that was the constraint that the host put on you on. De so i apologize for being such a stern task, master. You know, i was a little remiss. I gotta send live listener love. Spare me for pardon. Pardon me for just a moment. Live listener love forest hills, new york. My old home used to live one hundred street sixty, seventy five and new bern, north carolina live listener love also welcome. I think this is a new listener. Cordova, spain. I don’t think you’ve been with us before. Welcome, seoul, korea. Welcome to you. Also live listener. Love, teo, new york, north carolina, spain and korea. Thank you. Sorry, maria way have to. We have to send love out to the listeners. Absolutely. Okay, your number ten. I have the list. You have the list, so i’ll say the first one you’re number ten is search systems, search systems, right search systems, dot net and it’s a way for you to be able to access public records by state, for example. So i know we have listeners from all over, and you can go into each individual state and then look at the various types of public records they have available, whether they’re free whether there’s, sea bass and it’s just i think it’s just a great jumping off point for anybody to be ableto bookmark so that they can access it and then go right from there to the particular state they’re interested in. Ok, so so it’s that’s. Interesting. So it’s state based resources because you you talk a lot about those that you like chambers of commerce, newsletters and websites and things and local business publications. You like those? Yeah, i do. I do. But what’s interesting about this is it’s. More like government public records. So you’ll get access teo information on properties. Uh oh, i’m sorry, okaying all that type of thing. So anything that sort of a government entity would be overseeing. In terms of public records, you can access it state by state right through this site. Okay, cool. That was search systems dot net, right? Right. Okay, you’re number nine maria’s number nine boatinfoworld is called boat infoworld dot com, so i’m frequently asked by non-profits when they’re kind of putting on their proactive prospecting hat you know, how can i find wealthier people in my community and my state in my county? And although, you know an indicator of simply having wealth or simply having a yacht or a boat wouldn’t necessarily equate to your organization receiving funds from that person, it is definitely a resource that i do check when i’m profiling an individual, for example, i have a known name of an individual, and i’m trying to determine whether or not perhaps they own a yacht or a boat, but really a non-profit that serves perhaps the marine community, any of the thinking about some of the connecticut based organizations or new york based organizations that really serve either an environmental purpose or some sort of an education based purpose on the water? Well mirriam out there are the benefit from knowing about this because you would have outreach to a group of people who really have an affinity for for your type of cause, way down deep, that one is not free. The first, when i mentioned was free this one sea bass, but it’s really not that expensive? I just did a quick test before we came on the air and, for example, new york steak if you wanted to buy a ll the records of the recreational boat owners in that state. Now these numbers are our prior to superstorm sandy hitting us. Of course, there were a lot of boats were actually wiped out, but there were eighteen thousand six hundred ninety six boats in the entire state, and that list was only ninety nine dollars ninety eight cents to be able to purchase as an excel spreadsheet. Okay, now, of course, there are other bodies of water that touch the united states besides just the atlantic ocean. So this could apply in texas north carolina comfort example there about you know what one could think about paying for this type of a resource that you can get it down by county. A swell by city and state. So it’s, pretty interesting, because you actually get the name of the individual and a snail mail address. Okay. Oh, interesting on and you and you can’t break it down by county so you don’t buy the whole state, but they’re more local. Organise a chef. A county has just over fifty, six hundred recreational boats registered. And that list with sixty nine dollars. Ninety eight cents there. Really? For you? No less than one hundred dollars. You can get access to quite a large list of people if you were interested in some house beginning a mailing campaign to those individuals. Now, why do you search for boats and not planes? Why do search for planes and, well, i do just not didn’t make the top ten. Well, see, i mean, i was constrained, okay? You worry about myself because i know you provide this list when i’m doing my my life workshops and seminars. Sort of a top ten. Okay, but yeah, this is when i always happened to a swell. Okay? Yeah, of course, owning a boat could be indicative of wealth, but the person could be in boat. Hell, also all right. You know, they can’t afford their vote. Or it’s. In bad shape. Okay, but it’s ah, it’s. One factor of many as your profiling a prospect. Right? Right. It’s one that’s, right, exactly. It’s one factor that i’m looking for in terms of an indicator of wealth. Okay, good. You you introduced number eight. Okay, number eight, count the countdown. I like to look a sec filings, which are securities and exchange commission filings on a resource that i used for that you can access, by the way, sec data for free through their website, however, i really like this particular resource for the weight compiled the data and the accessibility and ease of use. So it’s called ten k wizard dot com. And it is he based i actually have the lowest level of service is just over four hundred dollars, a year. And i really like the resource because i can look for those corporate insiders. And we’ve touched upon that before me in the show. Yes. And how beautiful they could be in terms of trying to perhaps gain a gift. A stock from somebody is supposed to give cash. Say a little more about why you prefer ten k wizard over the s e c. Website. I like ten k wizard because i can search by an insider’s name. So i have a name of an individual. I’m doing a research project on that individual and i can put their name in. And then i can see all of the companies that they might be connected to either as an officer at that company or sitting on the board of directors of that company. Okay, and then i can go into the individual sec reports to determine exactly how much stock they own in that company and and on the website, you cannot search by individual name, i guess. Just a little bit more cumbersome. Yeah. Okay. Definitely a little more cumbersome. So i like the resource. I mean, for me and in the numbers, you know, names that i’m researching it, it’s worth it. But certainly the website dot go of you could find similar information. Well, exactly the same information, actually, but just search ability in the output of the data. I find it a little bit better on the way. Okay, well, that’s important to know. I mean, you’re the doi end of dirt cheap and free. So but if you’d prefer to pay for the same two options right now. But if you’d prefer to pay for ten k wizard dot com so that obviously there is value there. And by the way, listeners ten is spelled out. So it’s, tnk wizard dot com you’re number seven, his foundation search dot com yes, what’s that about foundation search dot com is number seven on my list, and you can do very targeted foundation research on this particular website on dit is a sea bass to resource you can get into annual subscriptions with this particular company. Ah, and what i’d like to also mention tony is that on some of these resource is where there’s a c i was able to actually get some discounted price pricing for your listeners. How did you how did you do that? Yeah, so i was able to do that? No, how how did you do that? Because you’re because they’re contributor thiss particular resource is used heavily obvious if you do a lot of grantwriting right, so you would look for foundations that would support your organization? They also have something attached to them called big online, which is corporate research um and basically i’ll go ahead mention the code very quickly and all posted on your page. Is there in swell, tony, but the code is m s m s one two seven, and they would be able to get a free month for every year that they sign up on. That code is going to be valid for for thirty days. They mention my name and that code. By january seventh, they’ll be able, teo, get a free month for every year they sign up for the service. We will post the list the top ten list on the facebook page on and also the linked in group, and then you’ll include the free now why did you get em s and not tm? Well, that was the code they signed me. Oh, yeah, sure. Right, right. I’m sure select the code unfortunate. See the kind of credibility that being a regular contributor to tony martignetti non-profit radio gets you, i’m sure that’s you mentioned it. And that’s how you were able to get the get the discount. I’m sure you don’t have to say that. That that i’m correct, because so i’m sure that i am so you know absolutely so i got, you know, let’s let’s. See what we can do for tony’s listeners. And so they said, all right, we’ll pick this code into effect for one month for you. Excellent. Okay. And that’s foundation search dot com foundation search dot com and you get a membership that varies from one year up. Tio five years of membership on dh. They have special pricing, you know, valid through the month of december. So, you know, definitely worth a call out to them. And i was told to ask for rusty ways. Get a little provincial nasco this’s getting a little provincial now it sounds like small town asked for rusty, rusty, rusty burrell is even after he retired from the people’s court. Where did we leave off? That we’re number seven. Right. Wait a minute. Wait. I’m moving on to number six on my list is ah, resource. I think i’ve mentioned on your show before called reference yusa. Okay. And you kind of alluded to it earlier when you were talking about the looking at resource is that cover businesses on dh? This resource is available free through through almost every library and certainly any library i’ve ever tried to research it through and it’s a database and it’s. Very useful. Because if you are looking for again, proactively to develop lists of potential business owners in your community who might be supportive of your cause, uh, you can search this list. Uh, can you set up the search criteria yourself? So if you’re looking for a list of oh, i don’t know. Medical device manufacturers in a specific county that have sales over five million dollars. You can actually generate exactly that type of list. Okay. This is reference. Yusa any i’m sorry. Any fee for this one? No. It’s. Well, it’s free through public libraries. So that’s, where you want to start at your public library link generally, uh, county library will have links to online databases. Uh, some of the library’s might require you to go on site. I actually access it off site through my county library. So using my barcode on my library card, i can access this particular resource. All right? And you and i have talked about the value of the local libraries in the past. That there are a lot of free resource is in local libraries either online or or if you have to go in person, but sometimes you’ve you made the point worth the trip, even if you have to go in person. Yeah, absolutely. You know, this type of the database would be very expensive if you had to pay for it yourself. So, you know, might be worth just rerouting your commuting trip a little bit and then spend a few hours at the library if you need to. Okay, now you’re number five. Ah, you wrote fcc and i only know federal election commission, but alright, that’s exactly what it is. Federal election committee. What is your interest in the centre election dot gov and its data on political contributions. And so you would be able to determine if people have made donations of over two hundred dollars, that becomes part of public records. And i think most people know that. However, every once in a while you come across somebody who’s surprised to hear that those donations are actually recorded in a public wife. Okay. And that one again. Oh, uh, this is particularly useful, of course, for a non-profit who have might have some, you know, issues. You know that, are you? Know, politically motivated or divisive so you might want to, you know, just have an understanding of where you are particular prospect, eyes contributing their money politically, right? You might you might yourself be ah, politically, act active or be involved in political advocacy, but also you would be interested in the level of giving if someone is giving it a very high level. To what, whatever campaign that’s indicative of some wealth or not way have to take a break. Sam, we have still a minute, right? So that would that would just the size not necessarily where they’re giving right. So i looked for both, um and actually one of researching somebody i look att both their e-giving and their spouses e-giving politically because, you know, very often their spouse might be giving equal, if not more money than the prospects that i’m actually researching. Okay, that that might then go back. Tio my discussion earlier about hard credit itself credit but that’s about crediting gift. Okay, we’re going to take a break. Maria, of course, will stay with us. We’ll continue with the top ten and we’ll do Numbers 1 through 4 when we return. You’re listening to the talking alternative network. Oppcoll are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Durney welcome back. We’re talking about maria symbols top ten list i got a sense of more live listener love just recently joining us polska, poland, toronto, canada, tokyo and shanghai and taipei in in asia. Welcome, welcome all foreign listeners live listener love. Um, we’re continuing our top ten. Yes, so, maria, i’m going to say, number four zillow, i love to look up friends, houses, i’m zillow, i love zillow. I love to look up friends, houses, i can’t help it. Why don’t you explain what zillow is spelled like a pillow, but with a z? Well, who knew you were such a nosy neighbor? But i can’t help it. Go ahead, tell everybody anyway, says illo, is a great tool that fuse by prospect researches, but it’s, really it was developed for the real estate industry to be able to track sales data as well as where evaluations are currently at. What i like about it is you can get information about where house price wass when the when the home was purchased, you get since general information you don’t know who owns the home, but gosh, you could find out so much other information you’ve got the photo of the home. Typically you have taxes that are paid on the property and generally goes back several years as well. So you could see, you know, the home valuation even over time as well as the taxes over time. So i really like that it’s definitely a stopping off point every time i’m doing prospect research. Okay. Now you would have to have the person’s address in order to use zillow, right? Yes, exactly. So you actually put in a home address, and it will give you all the pertinent data on that on that address. So, you know, real estate is a huge component of doing prospect research. You want to know about their primary residents and any secondary residences that they may own as well. Buy-in again, just her gaining a general level of wealth. Okay, i might have. I was once researching somebody. Tony and i came across data that i actually had to cross check elsewhere. Like i couldn’t believe the results on the two properties that this person owned. They were paying one hundred twenty five thousand dollars in property taxes. Yeah, well, okay, and i can vouch for zillow. It is very robust friends will stop giving me their their home addresses. But i convinced from personal experience a very, very interesting site. Zillow and it’s. Free and free. Yeah, yeah. Oh, yeah. Trust me, it’s free. Um okay, maria. Simple what’s, your number three. Number three on my list. We’ve talked about this resource a lot. It’s linked in on lincoln is a great social networking site, but it’s a great prospect research site as well, as far as i’m concerned, you know, people have profiles up there. It’s clearly marked public profiles. So i definitely like to use the data not only to check on, you know, people’s, employment history, their education and so forth. But also you can mind linked in by using the advanced search feature. Okay? And you can mind it for potential volunteers for potential donors. Um, and, you know, interestingly enough, i had done a, uh, workshop earlier this week, and i was looking for some statistical information that kind of talked about. Well, what are the income levels of people on lincoln? Generally, you know, on average compared to say, facebook and income levels are one hundred nine thousand dollars on average, uh, on lincoln versus twenty five thousand dollars on facebook really that’s very interesting, i thought it was a fascinating statistics, so you know, it really points to the reason why non-profits need to get better about howto leverage this tool, check out their new board connect feature, which will enable you tio have access to more advanced, more teachers on the search on the advanced search page. Then you would under a free account and they will give access to one person in the organization, free access to their talent. Find your tools, they’re calling it board connect. Yes, you, you and i have talked about board necked so listeners could go back. Listen to a previous podcast, andi don’t just remind people how you get to the advanced search, so to get to that particular tab, when you’re on the home page of lincoln up in the right hand corner, you’ll see a search box and to the right of that, you’ll see a link that you can click on called advanced search and that’s what you want to click through because it’s going to come up with again, going back to that earlier example, if you’re looking for men. You know, people making medical devices in a certain community, you can’t get it by income level, but certainly you can, you know, look for people in specific industries with certain titles, maybe having certain keywords in their profiles. So a great way, tio, come up with new list of people to connect to and potentially reach out to. We have to move on. Let’s, go to number two. Wealth engine number two wealth engine. So this is a sea based resource, it’s most people no wealth engine for their screening service, and so they’ll have their their dad based screened in order to be able teo elevator to the top, those prospects they would want to concentrate on again. Here. This is one of those resources that will give you a percentage off if you mentioned the prospect finder llc when you were trying to subscribe to them. Um, i’ll give you ten percent off. Oh, excellent prospect finder. Thanks. Pricing vary. So i really didn’t get a quote on pricing because they have, you know, screening is volume based. Their prospect generators service is volume based on dh. Then you know, they have the subscription fees to their to their actual databases. So again, i’ll put all the details on your page is how they can go about getting the percentage all excellent. Thank you. Prospect finder. Okay, burke, maria’s number one what is it? Number one is google and especially google alert. So a couple things you want to keep in mind with google? Um, certainly, you know, a couple of tips to make your google searching a little bit more effective when you’re researching somebody’s name if you’re researching tony martignetti, make sure you’ve got the name and quote so it’s not finding every web page that has the name tony and every web page that has martignetti so in quotes on let’s say you know everything about tony and his, his, his company and so forth, and you’re much more interested in knowing where tony is active in the nonprofit world. You want to make sure that you have google filter down the search results for you by putting in the word after you put in tony martignetti unquote space and the word site e colon dot org’s so it will return to you on ly the hits where tony’s name is associated with a dot or ge? I also do the same search for a dot edu okay, maria, we have to leave it there. Maria semple is the prospect finder. You can follow her on twitter at maria simple maria, thank you so much. Thank you, tony. Thanks for the top ten by now. Bye next week, amy sample ward she continues our siri’s on engagement in the social networks with get engaged three setting goals for your online engagement. Also, jane takagi and emily chan are legal contributors are going to talk about gift documentation rules? What is supposed to be in your acknowledgements to donors for their two thousand twelve gif ts we’re all over the social networks there’s a good conversation going on in linked in group on the areas that non-profits struggle with most very interesting. Most of the comments are about leadership, so add your comment. What do you think non-profits struggle with most that’s in the linked in group were on facebook? Of course, with that twenty five thousand dollar annual income, i’m i’m bringing the average down could follow me on twitter are hashtag is non-profit radio i’m also on foursquare, let’s, connect there and as i mentioned in tony’s take teo. I would be very grateful if you’d rate and review the show in itunes. Thank you very much for that. Wishing you good luck the way performers do around the world. We’re moving to poland. Poem ania nuke poem ania nuke. Break your legs. The polish want you to break both legs. Not good enough to just break break one leg. They want you, teo, break both legs. So that’s a double. Good luck, it’s. Like saying it twice and i send my thanks. Thanks very much to the polish consulate staff here in new york city for their help with that pronunciation. Thank you very much. And i wonder if that’s why poland joined us. So i’m wishing you for the week. Polonia nuke our creative producer. Hard to believe we have one. But we do. It’s clear. Meyerhoff and sam liebowitz is our line producer shows social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Thanks. Also to janice taylor for all these excellent, um, entertainers. Good wishes research. Thank you very much, jenise. I hope you’ll be with me. Next friday, one to two p. M eastern for tony martignetti non-profit radio on talking alternative dot com. Andi, think it’ll do you? Good ending. You’re listening to the talking alternate network duitz waiting to get me anything. Take it good! Hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten am on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you too? He’ll call us now at to one to seven to one eight one eight three that’s two one two seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com we look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect no more it’s time. Join me, larry shock a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to go what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower? 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