Tag Archives: philanthropy

Nonprofit Radio for September 14, 2012: Small Shop Planned Giving & Events Technology

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Claire Meyerhoff
Claire Meyerhoff: Small Shop Planned Giving

Claire Meyerhoff is principal of The Planned Giving Agency. We talk about marketing gift planning in ways that are not same-old-same-old for small- and mid-size charities. Claire turns the tables and interviews me at last year’s National Conference on Philanthropic Planning.

 
 

Scott Koegler
Scott Koegler: Events Technology

Scott Koegler returns to help you with event planning. Use free tools to collaborate with the volunteers, employees and vendors who are putting your events together. Scott is the editor of Nonprofit Technology News and our tech contributor.

 
 


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

Sign-up for show alerts!

Here is a link to the audio podcast of this episode: 109: Small Shop Planned Giving & Events Technology. You can also subscribe on iTunes to get it automatically.
View Full Transcript

Transcript for 109_tony_martignetti_nonprofit_radio_20120914.mp3

Processed on: 2018-11-11T22:53:34.997Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2012…09…109_tony_martignetti_nonprofit_radio_20120914.mp3.29319079.json
Path to text: transcripts/2012/09/109_tony_martignetti_nonprofit_radio_20120914.txt

Metoo hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent friday, september fourteenth. Oh, how i hope that you were with me last week. I’d be devastated to hear that you had missed get out and communicate positively. Sharon abbott is the author of mixing it up the entrepreneurs new testament and her strategies apply to small and mid sized non-profits as well. At the next-gen charity conference in two thousand eleven, she and i talked about networking your non-profit recruiting and hiring motivated people and positive communications. Sharon’s e sharon even read my face to tell me what kind of a communicator i am. You see what i put up with for this show face reading and secrets maria simple is the author of panning for gold. Find your best donor prospects now, of course, you know she’s, our prospect research contributor. Last week, she panned for research gold in sec corporate filings this week, small shop planned e-giving claire meyerhoff is principal of the plant e-giving agency. We talk about marketing gift planning in ways that are not same old, same old for small and midsize charities. Claire turns the tables. And interviews me from last year’s national conference on philanthropic planning and events technology. Scott koegler returns to help you with event planning, use free tools to collaborate with the volunteers, employees and vendors who are putting your events together. You know, scott he’s, the editor of non-profit technology news and our technology contributor on tony’s, take two between the guests. I blogged this week about a really helpful analysis of constituent relationship management that cr m software, published by idealware that they published the analysis. I think it’s very good, and i’ll talk about it. Use hashtag non-profit radio. Join the conversation on twitter, you know we take a break right now. What you don’t know is that when we return, it’s clear, meyerhoff, small shop planned, e-giving stay with me. They didn’t think the tubing getting dink dink dink, you’re listening to the talking alternative network e-giving. E-giving cubine joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot or or a nj dot net. 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. Yeah, you’re listening to the talking alternative network. Duitz no. Welcome back to big non-profit ideas for the other ninety five percent. It just occurred to me. I forgot to say i’m your aptly named host. You probably knew that right now. I have my interview with claire meyerhoff. You know, whereas the creative producer here, but she’s, also the principal of the plant e-giving agency. And we talked about small shop planned e-giving. This is tony martignetti non-profit radio coverage of the national conference on philanthropic planning. We’re in san antonio, texas. The conference is sponsored by the partnership for philanthropic planning. My guest now is claire meyerhoff. Claire is editorial director of the plan giving company. And she also has her own the plan e-giving agency, which she is principal of claire meyerhoff. Welcome to the show. Thanks so much. And, tony, i’ve brought a very special gift for you from san antonio. It is a law badge, texas ranger. And it says, tony, it does say, tony ship a texas ranger. Tony okay, now, now you know why claire is also in her credentials. Creative director for this show. Because she brings little things like this. Now. Yesterday was her birthday. And yet today, she’s bringing me a gift that is just the kind of gal i thank you from my texas ranger badge. Howdy, partner. Put in on that. Looks great. Now everyone will know that you’re a texas ranger so you can go arrest people and put them in george in jail. That’s. True. I could use this for dragon jail. Yes. Now i just need a little set of keys. I always wanted a little set of warden skis for jargon. Jail. Okay, um, so what messages have you been hearing consistently at at the conference? Claire? Well, something i’ve been hearing at the conference is that people really want to take it up a notch. As far as their marketing. We’re hearing that aa lot of people are doing more advertising say within their organizational magazines, and they’ve been doing the same old ads forever, and so they’d like to do so something a little bit different. So that’s something i’ve been hearing, just sort of on the street just from chatting with people. Yeah. Ah. And what are they? They have any intentions or ideas about what the difference is? What everybody wants to do something different. What direction? Well, i think that they just don’t really know their plan giving people they’re not they’re not don draper, they’re not darrin stephens from the mcmann tate advertising agency, so they need a little bit of help and that’s, what i really like to do is doing ads. I just did one for north carolina state university, and when i was talking with my client about what kind of ad they wanted to dio b sanford who’s, thie associate director there, said, you know, i’ve always loved this statistic about how people spend more time planning their vacations than planning their wills. And he said, that’s a that’s, a great thing. What if we did something with that and then drove people to your website to the will planning tool that you have s o choose one thing and then geared towards that? So we came up with an added so it’s, a woman on the beach he’s, you know, in her fifties and she’s cool and she’s on the beach, and it says two hundred forty three number of hours she spent planning her vacation than its xero number of hours spent planning her estate and then the copy, something like she has everything she needs for her dream vacation, but she doesn’t have a will she’s not alone, sixty five percent of americans don’t have a will, but now’s a great time to start planning goto our website and in a little messaging kind of like and while you’re there, you know, leave us a gift, too. So it’s not about planned giving it’s not about the bequest it’s about the donor, so that really, truly is donor-centric to speak to them and an issue that they might be having in a clever way also in a clever way that gets their attention because you have to remember that in a magazine, whether it’s for your university or your favorite non-profit you’re kind of flipping through it, flipping through it, flipping through it, and something has to catch your attention, and it may not be the same old messaging about leaving, leaving a legacy that might not catch the person’s attention. All right, so let’s, use that as a segue way clarinet wants to ask me some questions, so we’re actually going to ah, we’re going to change positions and turntables. Claire is going to be behind the board, but don’t touch anything here i won’t touch is very technical, very technical. Now claire has a background in radio. She knows i’m making fun of her. She knows more about the board than i do. I really need you to switch. We’re going one of you up there, let’s, take off your headphones were gonna sweep. Ok, make a lot of noise, things switching, switching now, amit buy-in okay, bubbles well, you can adjust them. I just okay. Four minutes into the program. This is clear. And now you can see what they can see my badge. Better to come closer to my texas ranger underside. Okay, this’s clear. Meyerhoff in the special guest host here at tony martignetti non-profit radio. My guest today is tony martignetti, who is one of the greatest hyre teachers in the world of plan giving, i think because when i started in the business, i had a lot of questions, and tony was so generous with his time, i call him up and say, you know, really, what is it? A charitable remainder trust? Tell me all about that. So you were always so helpful, so i’d like to take this opportunity to thank you. You’re welcome. It’s a pleasure. Thank you. That’s like the greatest. I don’t know one of the greatest let’s not get carried away, but it’s a pleasure to help the community. And you yes, thank you. Thank you, here’s something that that i have really noticed being in plan giving. I’ve become sort of evangelical about it everywhere i go if i run into someone who’s from a non-profit i immediately asked them so. Do you have some sort of a plan giving program? Do you get requests? What do you do? And what i hear a lot of times is we’re not big enough for that. We’re not big enough for that, and i say, no, no, no it’s really easy, and i start to tell them about how they can start a basic plan e-giving program, but i can only take it so far because i just know about sort of the communication and the messaging, so if you’re a small non-profit a small organization and you want to sort of plan giving program and you do a little marketing, you put it in your newsletter and, gosh, someone actually calls you and says, yes, i have made you the beneficiary of my retirement plan, ok or something. What sort of the next step that the small non-profit has to take two actually accept these gifts. Okay, first thing is say thank you. We can never say thank you enough, but but the first, whether it’s a phone call or it comes in by reply card on ah dahna mailing that you did or whichever you want to say thank you very much 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. Be better business people. Dahna 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 ivory tower radio in the ivory tower. We’ll discuss what you’re born, teo 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, 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 every tower is a great place to visit for both entertainment and education listening tuesday nights nine to eleven it will make you smarter. Hey, hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com if you have big ideas and an average budget tune. Tony martin. Any non-profit radio we dio. I’m jonah helper, nari team in co founders of next-gen charity metoo now, in your your hypothetical, it was an ira gift. Is that right in my hypothetical? Okay, all right, so we’ll stick with the i r a gift. So, um, we want to make sure the donor understands that they are now going to be part of the close community of our charity, and the ideal way to do that is through a recognition society, which is just a way of another. Another way of saying thank you. So i hope that the charity would have a small and it’s a small charity. So a small recognition society that might just be eight or ten people who have remembered the charity in some way in their will or ira or other estate plan method. But we want to say thank you consistently. We don’t want to say thank you at the time we find out and we do that through our recognition society. I hate the name, legacy society, heritage circle. Oh, my god. It’s so generic. There are thousands of heritage circles. Name your society. You have free reign like you. Name it. Anything you want. Name it for, um, something that’s iconic to your organisation. It could be a person. It could be a gn animal. It could be, in some cases, maybe a bigger charity. Maybe it’s a building or i have a client. Where? It’s the bell tower society. Because people used to meet at the bell tower that’s a college campus different than the small charity, but make it unique to your organization. And this is really the great part for marketing. Because if you create the society and you name it, it gives you something to talk about your announcing it. You have this now. So let’s say in the past you have received a couple of bequests and you just had them and there’s no sort of organization of it. Well, you’ve come up now with the society so let’s say it’s called the elm tree society because you have a beautiful elm tree on the front lawn of your building is the elm tree society. And in your next newsletter at your next event you can talk about that we have launched. We have created the elm tree society it’s so special it’s this it’s that it’s the other thing. If you do x y and z u will be in the elm tree society. So it gives you something to talk about and that’s, the key to marketing is that you need to have something to talk about. Just the fact that you exist isn’t enough. You need to have some news, something that’s new going on to talk about. And i love the elm tree society too, because then when you have a little recognition lunch you can have little leaves on the tree leaves on the tables. On the tree is deep rooted, deep rooted in our work and and our stories and here’s a story from the tree it’s okay, i go too far, but the the the point is you make it something iconic and, yes, it gives you something to talk about. And i love the image of a deep rooted tree, too. I just that even though it’s just and she comes up with ease off the top of her head is that remarkable stories of great. And speaking of coming up with things off off the top of your head, i was visiting a friend of mine for her fiftieth birthday in massachusetts in this in february, and her husband is a financial planner and he is also the treasurer for his church, and then he goes, oh, you workin plan giving? We need to do that at my church. We don’t have anything he says. These people are dying and we’re not getting anything. And i said, well, are you asking for them? Are you are you marketing the plan gifts? And he says, no, we’re not doing anything to sit down. So within about fifteen minutes we laid it all out. We started with the society we named the society after a tree that’s on the on the really old tree on the front lawn in the church. So we named it after the tree, and then i said, well, now, now you have to come up with, like, a way to talk about it. So do you have any recently realized plan gifts? And he said, yes, we have got some money last year and we used it. The intent was they wanted to upgrade all the handicapped accessible stuff in the church. So that’s claim i said, do you have a church member who is benefitting from that and says, yes, there’s this woman and she wasn’t coming to church for a long time because it was hard for her toe access the church that’s fantastic. So i said, do you think she’d be game? And he said, yes, i said, okay, you get her, you get a photo of her act using this handicap access, you get a great quote from her talking about how wonderful it is now that she can go back to church. You put this in your newsletter and you talk about the fact that this all happened because of a bequest, and that gives you the opportunity to talk about bequests and you’re new society also, the added bonus. Now you have a way to talk about bequests with the woman who has been benefitting from the situation because you have asked her to take her photograph. So now she’s, a new french, is kind of in on it and that’s the key thing is to kind of get people in on it so you can make a plan giving program at a kitchen counter on a sunday morning over a bagel and coffee. Yes, small non-profits should not be discouraged at all thinking that they that they can’t do it. It’s just a matter of having simple conversations like you’re describing or putting something simple in your newsletter and you start with the simplest of gifts that one the ones you and i are talking about the bequest maybe go to the ira if that continues after this year. But charitable bequests just a gift in your will alongside the children and grandchildren and your spouse there’s a gift for us. It does not to be a large gift that’s just that’s the easy way to start a plan giving program and by the way, your story i don’t even i don’t know any of the players, and it still makes my eyes water a little bit because it’s such a touching story it’s so poignant. Those are the kinds of tender things that we want to be able to share with others to encourage them to do the same. Well, it’s, because we it’s kind of like we know the secret this secret way to raise money for your organization that’s so easy and a lot of people don’t know it. So at the church, they don’t they know about if they know about the quest, but they don’t know that. It’s something that they can go out and ask for, they think it’s something that just has to fall in their lap. So that’s what’s so important about talking about it and talking about it in a way that features the benefits of the plan gift and why it’s good now rather than why it’s good later, and i think that that too many people in the plan giving industry talked too much about this idea of a legacy that people are sitting around thinking about leaving a legacy and how important a legacy is. I don’t think people really wake up in the morning and think about leaving a legacy. I think that when i talk to people that have done plan gifts, they’re doing it for the here and now they’re going, you know what? This is something i can do. It makes me feel good, it’s good right now, i know i’m helping, i know i’m doing a good thing, and i’ve never heard a donor ever really say it’s because i want to leave a legacy, you know? No, i don’t you’re right, i don’t hear that that often, i think people who will get to that age, you know, are thinking about what they’re going to leave behind, but i think it’s when it when they’re thinking about that it’s not so much for about charity, it’s more about we’re going to leave behind for my family that in terms of the legacy, i think that’s more family oriented, but you’re right, a lot of fundraisers, air thinking about our marketing leave your legacy, and i don’t think people think in that respect for charity, for charitable purposes no, no, they’re doing it because they want to do something they want to do something smart and savvy and cool right now, so if if you are ah let’s, just say i’m a loyal donorsearch to a animal shelter in my town and i’ve been giving to them for fifteen years, and i’m having a conversation with someone on the staff and they say, you know, we now have this society where it’s wait are accepting plant gifts and it’s this and that and here’s, some of the things other people have done and it’s going to be great because we’ll be able to do so much and this per yes and focusing i’m sorry, but focusing on what the gift does, what the outcome, what the impact is how, how this is helping. Is it saving a life? Is it rescuing on animal is what’s the what’s the outcome that the gift creates? Not so much the focus which i see too often is this was a charitable lead unit trust which had a provisioned for generous state tax implications. And you know it’s, not about the taxes. You do it about the do it about the the great story that this that this gift creates because it has saved a life educated a child rescued ah rescued an animal given shelter to someone who was, who was abused, what’s what’s the gift doing and also, i think. And the other part, the donor part of is what can i do? And it’s an easy way to be a quote philanthropist like you think only rich people can make significant gifts and do something really sincere. But you khun do that too. And when i’ve talked to some people about it, i said, look, you know, you’ve been you give one hundred dollars a year to this organization, but if you made this organization half the beneficiary of that ira that you have sitting around that has twenty thousand dollars in it and let’s say something happened to you tomorrow, your organization would get ten grand that’s a lot of money, they could do a lot with that. Ten grand of people call, really? I didn’t know that, and i think when people realize that they can be a philanthropist, that they could be someone to make a significant impact. That kind of floats there boat it’s definitely and it’s definitely not just for high net worth people with big assets. It’s ah it’s an ideal way of giving for very people of very modest means, but your example, ten thousand dollars, five thousand dollars almost anybody could leave five thousand dollars in their state in some method, whether it’s, ira or by will it’s a it’s just outstanding for people of very modest means to do big things and be philanthropists and people also want to be savvy. They want to know that their money is is being maximized so let’s just say they they have some life insurance they’ve had around for a long time, and now they’re divorced from that spouse that they bought the life insurance for their children are grown. Their son is a doctor. Their daughter is a lawyer and they don’t need this life insurance policy anymore. What’s, anybody going to do with this five hundred thousand dollars on this guy’s life and he’s he’s, sixty five years old. So here’s this life insurance policy, he could give that two his charity? Yes, that or yes, he can actually transfer the ownership or just make them a beneficiary of it. Yeah. Ah. In plan giving me talk about the what you’re describing, the excess policy, like somebody may have taken out a policy to help children in case they had untimely death. Or to make sure the mortgage got paid or the you know, college educations got paid for if they had an untimely death. Now those things are all done. The mortgage is paid or substantially paid. Kids are educated. There is this policy like you describe that we took out first purpose. And now that purpose is fulfilled. Um, that is a great gift. A zay said could just be a beneficiary. Just just named the charity. All they need is your your name and your tax id number and you can put that in like a a two cent in sidebar on a newsletter include us in your own life insurance policy, here’s our tax id and legal name and that’s all they need. And if you want to write a little bit more, you could talk about sort of the scenarios of it. So because people want to do the right thing with this assets. So let me ask you if you had a life insurance policy and let’s say it’s it’s it’s paid up and it’s it’s five hundred thousand dollars. What else could you if you didn’t give it to charity? What could you do with it right now? Could you? You could cash it in, but then what would you pay tax on it? Or you could cash it in? I don’t know that you pay tax. No, i don’t think you pay income tax on it. If you if you surrender it now for its cash surrender value that’s an option, you could just keep it in name some other family member of beneficiary of the death benefit there’s, not there’s. Not really great options, esso. I think charity is. Should at least be a part of it. You know, you can you can still do eighty percent for family and twenty percent for charity. And that doesn’t have to be one charity could be for charities and each get five percent of that that remaining twenty. So you know that ah, and that’s the way to of overcoming the objection you might hear. Fund-raising right here, i’d like to help you, but i have other charities i want to help also, but one life insurance policy can help multiple charity’s one will khun do that if we’re talking about something bigger, like charitable trust, you know, those couldn’t help multiple charities, but keeping it simple. Will ira life insurance? Any of those three can help multiple charities. Just make sure that at the end, when you add it all up, the percentage is equal one hundred, and it might just be five percent for charity or ten. And in the rest for family. Always to be thinking, you know, when you hear oh, i’d like to help you. But there are others too. These airways that a person can help. Lots of charities now being the ah the ah! This not exactly host right now, but i’d recognize we have to wrap up like in thirty seconds or so if this is going to fit in the show like around nineteen between nineteen, nineteen, half in twenty minutes so you just took ten seconds of it, so let’s, just wrap it up here i’m clear meyerhoff with tony martignetti and we are the co host today for this very moment moment of non-profit radio tony martignetti non-profit radio, where you will find a fabulous solutions for your small non-profit big non-profit ideas for the other ninety five percent. This is texas ranger tony thanking clare, thank you very much for the for the switch on dh sharing some time with me and ah ah, as always for being creative director, creative producer of twenty martignetti non-profit radio and you’re listening to our coverage of the national conference on philanthropic planning in san antonio, texas. The conference, of course, hosted by the partnership on philanthropic planning that’s my interview with claire meyerhoff, very grateful to her for that right now we take a break and when we return it’s tony’s take two and then scott koegler is with us for events, technology stay here. Talking alternative radio twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve, save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot order, or h a n j dot net. 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. Hyre welcome back. Uh, sorry about that. And right now. It’s. Time for tony’s. Take two. On the august tenth show, maria simple talked about customer our constituent relationship management, cr m software packages and we weigh talked about an analysis that i thought is so good that i wanted to block about it and and pointed out it’s done by idealware and and ten the non-profit technology network its objective. And they compare twenty nine c r m systems and give a detailed analysis of ten of those, including common good sorry, common ground donor perfect and e tapestry. And what i love about this is that all the systems that they review cost four thousand dollars or less in the first year. So i just think it’s a really valuable resource. And i wanted to point out to you and you’ll find the link to that analysis on my blogged at tony martignetti dot com. And that is tony’s take two for friday, september fourteenth, the thirty ninth show of the year. Scott koegler is with me now. We’re talking about event technology. Scott, how are you? I’m doing great. Tony, how are you? I’m very well, thanks for joining me today way all know? Scott he’s, the editor of non-profit technology news, which you’ll find it n p tech news. Dot com event technology. I’m not sure people think of using technology, tio support their events and some people are already doing it. But what what’s out there, that’s that’s helpful? Well, you know, there there’s a bunch of stuff. Probably the basic is, uh, facebook, you know, just setting up your your event as it has kind of something that you show on facebook and you can invite people there, but there are some very specific applications typically their cloud based, you know, they you don’t install them that’s early on your computer, you access them just like you would facebook and, uh, on then you set up your events there, you can invite people to it. You can sell tickets to it. You could track show photographs. You can all kinds of, uh, you know, just anything you’d like to do to promote and track your that. Okay. And so i assume this includes registration and ticketing things like that. Exactly. Exactly. Everything you typically do, kind of at the site. In fact, there are some applications. Portions of applications that the actual walk around during the that and can record interviews, take pictures, things like that. So it becomes full sweets of applications that you use free calls now? Yeah. Good night. Over. Right? And then even even follow-up, i presume, right? Some some will help you with follow-up notice messages. Well, certainly. Of course, the whole purpose of events usually is fund-raising or preliminary to fund-raising. And so you certainly want to know who came what they did. If you have some ability to record something about them in bio or maybe the kind of interests that they have, you want to be able to follow up with. So some of these things air are connected to social media systems or email kind of systems. So you may be able to send out updates in both of those ways. Or maybe all of them. Okay, while we’re teasing a little bit now, what’s, uh, let’s, get into some of these. What do you have first? Well, there were a couple and you mentioned one. That right? Which is a really, really popular with very powerful. Okay, yeah, i just you know, i only know it because, you know, occasionally i’ll get an event bright invitation to, like a cocktail party or networking or some like that. But it’s it’s more robust than that. Uh, it’s it’s. Very powerful. It allows you to set up your events. It has, as you mentioned just a minute ago. Ticketing function so you can actually sell your tickets through it right online if you if you want to have tickets. And now, if you have an event that is based on donations and we want to accept proof pre accept donations prior to the event that you could do that as well, okay? And this is what i’m sorry, but this is a free one. It is free. Yeah. Ok, go ahead. Please continue. I think that they i’m not sure, but i think that they actually take a piece of your tickets. That’s where they get some revenue. Okay, if you’re selling tickets, okay. Okay. On dh that’s ah, eventbrite is b r i t e dot com eventbrite dot com. Okay, anything more you want to tell us about event, right? Um, you know, it connects up with with a couple of social media sites. Certainly. You can connecting through facebook in those kind of things, and another one you mentioned also hub spot, which really isn’t kind of social media, it’s more of a kind of a management, you know who said what about what? So it’s, kind of after the fact for social media on that actually does cost money so that’s one that right probably want to get into later on hub spot is really marketing ah, marketing sweet, and it just has a an event bright module, they’re you know, they’re connected to event, right? That’s it hub spot dot com is one. What else? What else is in your current article on this? Well, yeah, there’s a couple of interesting ones. One is, of course, a jew. And i’m sure that many of the listeners know that sage as a non-profit management just, uh, kind of an all around piece of application that allows you to keep track of your daughters, your prospects, your events and pretty much accounting and anything else. So they have a module also that helps to manage events and, you know, it’s. Tough to say this, but pretty much all these do a variety of the same kinds of functions, so when you think about managing the that, you know, they’re all going to take registrations, they’re all gonna allow people that teo to register, get a map to where your that is make comments, those kind of things, of course, sages is an application, cos so they’re going to charge for for their application. I i don’t know exactly what their charges are, but they know they’re going to be they’re gonna charge. Okay, interesting, you’re the article on this that you have it and p tech news dot com mentions a small organization that’s just think they’re thirty to twenty, twenty and thirty year olds, and they’re talking about just fifteen people coming to their average event. But then you also mentioned an organization that runs a much bigger events, right? Right? The jazz foundation and neo-sage so, you know, if you have, the resource is and you have the clientele, the constituents that are doing kind of significant funding for you, it’s certainly pays teo be able to get into one of the more more robust and something that actually integrates in with your they’re counting on the other functions, such as sage. Okay, okay. There’s there’s, another one to please. But i will mention here and, um, that is an impact. A m p a c i know it’s an acronym. Hang on one second way. Could make some of your god. I will jam, jam, pack and association management now, i don’t know. I was thinking american pacific, maybe for for pacific island there’s or something, but whatever it is and and packed negotiation management, uh, package back. Oh, is it a m p a k or a m p f c c dot com. Okay, so we have just about two minutes before before i break. Tell us about impact. Okay. It’s. Similar in some ways, neo-sage and that it’s pretty much an all around kind of a system to manage your organization. But this comes in module so he can actually start relatively small, although still relatively small, is going to run about nine hundred dollars a month. So you are going to be fairly well bust, kind of an organization to use this. Okay, but it does have, as i said, different modules that you can piece together, and one of those is any that management system and those plug in to its accounting functions plugs into profiling systems for your donors, and also connects into, uh, social media. So i think the lesson here is that if you could get away with something like event, right, which was really, really great job. But it doesn’t particularly integrate with financial management rights of the size that you have a new immigrated financial management system than something like an impact. Or sage is really going to do a great job point, because it keeps everything in one place. Okay, we’re going to take a break. And when we when we return, we’ll see what else scott has for us. And also, just talk about some of the the simple, er management tools like, like google docks and drop box for your events. So stay with me and scotty. Told you. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. 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 how’s your game want to improve your performance, focus and motivation? Then you need a spire athletic consulting stop, second guessing yourself. Move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it, aspire, athletic, insulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. 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. Scott and i are talking about events technology. Scott there’s, another group that i wanted to just mention is meetup dot com depending on what type of event you’re planning, meet up could be helpful. Meetup it’s great it’s not particularly non-profit oriented, right? Although there, you know, there are plenty organizations in there that they’re kind of loosely organized and that’s kind of what it’s for is if you haven’t interest like i imagine their side, it belongs to a wine meet up uh, and there it’s anybody conjoined? Of course, you have some control over who you allowed to join, but it’s it’s typically location based. So look for people in the area with the same kind of interest they sign up and then you are you create what’s aptly called a meet up, which is, you know, a place in a time, okay? And you can add details to it has specifically invite people and you can track it to the comments on it. So it’s, very nice. I don’t know they’re actually his, eh? Ah financial component to it that allows you to collect these if you have a particular like if you’re going to a restaurant or something like that? The marriage make a reservation. You can make reservations. If you also want to collect fees. You khun sell a ticket or not? Sure. What’s called problem with something like a ticket. All right. Yeah. That’s a great one of this horrific. And now we know that you’re in teena file. I am. I am. What is your what’s? Your favorite wine? Do you have? It is possible to say you have a favorite, you know that there are also different. I had one this weekend that was particularly good. And it’s called vincent. Now you’d think that would be van gogh. But it’s actually not expensive motorcycle. Is this is this motor oil? Or is this wine we’re talking about is much better than the movie by a guy named mark ryan. Mark ryan winery and it’s called the vincent. Is it a red or white or blush it the red? Ok, sabelo okay. All right. Yeah. So it’s uh, particularly right, we might. We might have this into our conversations from month to month. I’m a i’m a drop a surprise question on you about wine or something. Ok, well, not that i know what i’m talking about? Me so it’s. Not like a test. You could say anything. I would. I am not a someone, marie, but i do enjoy, you know, kind of sitting next to them and say, all right, let’s, talk about dropbox because dropbox, simple file sharing this could be really helpful for events. People in different offices, or even maybe people working from home or even in the same office. File sharing. Sure, sure, absolutely. Drop box. I just give a brief about what that is essential. You install little application on your computer and you drag files into it, just as you would drag files into your own filing system on your computer and the system automatically copies that file up to a cloud based repository. And then you can invite people to share the file of files that you placed there. It’s especially good for large sounds like photographs and things like that, but it works just fine for documents and the other kind of things. But having said that, uh, there, too, to systems that have, uh i’ve been around for a while, but there recently kind of made a play against drop oxide. Is google google doc’s? Sure, which is probably even better suited for for meetings and events because you can also put your calendar up there and i’m sure the calendar you can share documents, spread, shoots those kind of things, and then when somebody opens those documents on their own computer, they actually used the google docks formatting functions, right? So the differences and i just wanna point out the differences and drop box you’re using standard file formats like dot doc and dot excel for excel spreadsheets and etcetera. You using whatever you’re accustomed to, but in google using their their document a system, right? And the advantage with google is that, you know, i may not have word french someone computer, right? So what do i do when i get the file? You know, struggling so with google docks, you know, you can you can upload, uh, i’ll say power point, i’ll go there google’s presentation files, right? And then you could actually view them in the google presenter. So, you know, it’s kind of a a full system where dropbox is really great at sharing any kind of file that you want to, but you may not. Be ableto use it once you download that file, and with google, you can import files that you’ve already created. I didn’t, i didn’t. I didn’t mean to lead people to think that you have to start fresh with their with their blank spreadsheet or something you can import, and it will convert it into therefore into the google format. Sure, and you have the option of either converting, and we’re not converting it, so you could e yeah, you could take a powerpoint files just up with powerpoint files, and it stays a power point, okay, i realise it or converted, so, you know, get some options there, and then you’ll find that it’s a docks docs dot google dot com, but you have to have google account to use these, don’t you? I don’t know if you have to have a google account to use to be a recipient, right to share have somebody invite you to share, right? I share documents with people that i didn’t know whether or not they have a right to be the creator of a document. You certainly have an account, right? And to invite other people, okay, we have just two. Minutes left. You said there’s. Another one. That’s making a play. Uh, yeah. Area the old player microsoft recently put up outwork dot com, which you’re familiar with. Outlook. The application outlook dot com is the online version of outlook that runs on your desktop. So there’s a whole bunch of things about that. We might talk about that next time. Because that’s kind of interesting it’s it’s, i’m gonna say it’s loosely based on hotmail but it’s much more like what you experience on your desktop. This also includes a file stating and file sharing as part of that whole suite. So, look, look for microsoft there. They may not have been, you know, major name, a new application development, but they seem to be coming strong. Okay, interesting. And outlook dot com is cloud based, right? It is crowd based, just like dropbox and google. Okay, yeah, why don’t we? Why don’t we a plan that for the next month? All right, that sounds good. What do you want to talk about there? Okay. And overviewing outlook. Dot com. Okay. Anything you want to leave us with around event technology in last minute? Uh, you know, the biggest thing is, you know, planning the event and use one of these applications to organize it because it’s one thing to just say they were gonna have a party, it’s something else to say it’s going to be here and we want you because of your special skills and tony, you’re assigned to bring wine. Ok, alright. My favorite wine is called is, uh, is a vineyard named list cerini okay, it’s been around for a long, long time. Very well known. Little little tart, slightly target, but it has subtle notes. All right, scott can go. Thank you very much. Thanks, tony. Take always a pleasure. Thank you. Next week? I don’t know, because i’m recording today’s show three weeks in advance, so but you know, it’ll be a good show. You know that that’s, why that’s, why you’re with us every week. You can keep this conversation going on linkedin. Post your follow-up questions, including wine for scott if you have them and the guests will answer in the linked in group i host a podcast for the chronicle of philanthropy it’s called fund-raising fundamentals, and it is a ten minute monthly podcast devoted to fund-raising it’s on itunes. You also find it on the chronicle of philanthropy website. If you like this show, i hope you will check out fund-raising fundamentals continuing to wish you good luck the way performers do around the world more often than break a leg upper singers around the world. So this is an international one today use toi toi toi toward off a spell or a hex. And this imitates the spitting sound sound of spinning on somebody like last week’s three three remember from norway but the norwegians only spitting twice there. Very clean people. Look, look at them. They look clean, they look wholesome. Their country is spotless because they’re only spitting twice but are everywhere else. We’re spinning three times on dh. It used to be said that saliva actually had demon banishing powers so internationally on, especially for opera singers internationally spinning three times over somebody’s head or shoulder is a gesture toward off evil spirits. But spitting on them is assault in probably under most criminal codes, so don’t hit them. And as you’re doing this, i wish you toy toy toy for the week. Our creative producers, claire meyerhoff. Hard to believe we have one. But janice meyer. Janice taylor is helping me with all these international greetings from performance artists. Sam liebowitz is our line producer shows social media is regina walton of organic social media, and the remote producer of tony martignetti non-profit radio is john federico of the new rules. You should be here next friday. Went to two p m eastern at talking alternative dot com. Hyre hyre. I think that’s a good ending. You’re listening to the talking alternative network, waiting to get me anything. Nothing. Cubine hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. 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. 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 athlete 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 broadcast 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 needs 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 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. Told you.

Last Chance! Help Me Out & Get My Book Free

My free book offer still stands, but it ends on Saturday, September 15th.

If you’re kind enough to take my 3-minute Charity Registration survey, I’ll be pleased to give you a free download of my book, Charity Registration: State-by-State Guidelines for Compliance. It costs charities as much as $299.

You scratch my back, I’ll scratch yours. Help me out by sharing your understanding of Charity Registration–even if limited–and you can claim my book for free.

Do it before Saturday the 15th. I don’t see a downside.

Nonprofit Radio for August 31, 2012: I Had A Great Interview But I Didn’t Get The Job & Storytelling

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Susanne Felder
Susanne Felder: I Had A Great Interview But I Didn’t Get The Job

Susanne Felder, a consultant in outplacement at Lee Hecht Harrison, says there’s more to getting a job than having a good resume and interview. We’ll talk about research; confident networking; panel interviewing; dodging salary questions; and what to do in the last 30 minutes before your interview. Recorded at the Fund Raising Day conference in June in New York City, hosted by the Greater NYC Chapter of the Association of Fundraising Professionals.

Rochelle Shoretz
Rochelle Shoretz: Storytelling

Rochelle Shoretz, founder and executive director of Sharsheret, has a compelling story herself as a two-time breast cancer survivor. Sharsheret has built a culture of compassionate storytelling to help its members through their cancer diagnoses and treatments. Rochelle will share ideas on identifying storytellers; supporting them; giving them multiple ways to share; helping them through this very personal process; and why it’s all worth your time.


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

Sign-up for show alerts!

Here is a link to the audio podcast: 107: Storytelling & Devine Devices. You can also subscribe on iTunes to get it automatically.
View Full Transcript

Transcript for 107_tony_martignetti_nonprofit_radio_20120831.mp3

Processed on: 2018-11-11T22:54:03.760Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2012…08…107_tony_martignetti_nonprofit_radio_20120831.mp3.389299208.json
Path to text: transcripts/2012/08/107_tony_martignetti_nonprofit_radio_20120831.txt

Hello and welcome to tony martignetti non-profit radio for august thirty one big non-profit ideas for the other ninety five percent. I’m your aptly named host. I do hope you were with me last week, i’d be mortified to learn that you have missed last week’s show i’m recording today’s show weeks ahead of time, so i don’t know what you would have missed last week, so give me a break, but i do know that it included are smart and charming legal contributors jean takagi and emily chan from the non-profit and exempt organizations law group in san francisco, and it was a very good show enlightening, valuable, funny, very funny hope you didn’t miss it this week. I do know what we have. I had a great interview, but i didn’t get the job, suzanne felder, a consultant in outplacement at lee hecht harrison, says there’s more to getting a job than having a good resume and interview, we’ll talk about research, confident networking panel interviewing, dodging salary questions and what to do in the last thirty minutes before your interview recorded at the fund-raising day conferencing june in new york city this this past june and that was hosted by the greater new york city chapter of the association of fund-raising professionals and storytelling. Rochelle shoretz, founder and executive director of shark share. It has a compelling story herself. As a two time breast cancer survivor, shark share, it has built a culture of compassionate storytelling to help its members through their own cancer diagnoses and treatments. Deshele will share her ideas on identifying storytellers, supporting them, giving them multiple ways to share, helping them through this very personal process and why all of that is worth your time. Between the guests on tony’s take two. You can still get a free copy of my book if you take my charity registration survey use hashtag non-profit radio to join the conversation with us on twitter. Now we take a break and when we return i had a great interview, but i didn’t get the job. Stay with me e-giving dick, dick tooting getting ding, ding, ding ding you’re listening to the talking alternative network waiting to get in. Nothing. Cubine joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot or or a nj dot net. 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. You’re listening to the talking alternative network. Welcome back to big non-profit ideas for the other ninety five percent here’s. My interview with suzanne felder from fund-raising day earlier this year. Welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand twelve, hosted by the association of fund-raising professionals, greater new york city chapter, with the marriott marquis hotel in times square, new york city. With me now is suzanne felder. Suzanne is a consultant in outplacement, with firmly hecht harrison, susanne, welcome, thank you, pleasure to be here. I’m glad to have you. Thank you, thanks for taking time on a busy day. Your seminar topic is i had a great interview, but i didn’t get the job. We’re talking about successful interviewing techniques and doing a lot of interviews today at the conference. But this is the only one to help jobseekers, so generally, we’ll have time for details, but generally what do you see peoples shortcomings in around interviewing? The biggest problem is that people really don’t understand the job that they’re interviewing for the best practices is to really figure out what is the company looking for in you and two show the best sides of what your talents are to meet the company’s needs and people just don’t take the time to really figure that out, so that so it sounds like research research research is the place to start. So it’s just, uh, set the scene. We’ve we’ve seen a job advertised or we’ve heard about a job from a colleague what’s the research we should do around the job and the company well, we certainly want to find out everything about that company, see what they do with their mission, whether it’s in the for-profit or not-for-profits sector company, i mean charity charity, right? Right. So find out, do some research about them. Oh, and then go to lincoln and find maybe some people in your network that might be affiliated with that non-profit or in the past have been with that non-profit and do some real good. On the ground research ask people about the culture, find out what they’re commitments are and if it really suits your own style and if that’s true, then keep pursuing it and reach out to that non-profit and see if there might be some interest on their part. Okay, now, if it happens to be a bigger organization, you’re going to be working in one business unit of of the charity. How can you find out about what that team or that department’s culture is like? Um, you really are asking your friends what they know about that, even if they haven’t worked there, you know, people have a long reach on, they tend to know people who know people who at one point lived, you know, work there. So it’s really about networking effectively? I can’t say enough about the importance of networking in this market. We have find that about seventy five to eighty percent of people are getting their jobs through direct networking. Oh, meaning they’re they’re finding out about the jobs that hit this hidden job market that we hear about definitely there’s a hidden job to talk about that so and what that is, and why networking helps you break through it well, sometimes non-profits agencies even businesses or not in the position to really announce that they’re looking for whatever their reason is, but they’re sort of on the look out privately, so it’s it’s worthwhile to be having conversations with people and suggesting that you are interested in various really named the targeted cos that you’re interested in pursuing and then have conversations with people that are in a position to hyre because sometimes hiring managers are not ready to hyre but once they know something about your background, you’re on their radar. Okay, that’s, the way to really advance yourself for the future when the job actually becomes a reality. Now i think it’s a bad practice you’d tell me if i’m right, you’re welcome to say that i’m wrong that really you just start your networking when you start your job search well, networking. Actually, i have two didn’t disagree with you because networking should be something that’s going on on. Well, you know, actually i guess i don’t say i’m training coach people tohave a gn active network at all time at all times, you don’t just start when you’re in a job search, completely agree that’s, right and that’s what what we find is that people often are saying to us that have had long runs with really good non-profits and for-profit court cos that they really lost track of the importance of their network, they were doing well with the company that we’re there for ten years, they were going up the ranks, and they just sort of people left the firm, and they didn’t keep shack where they went, and now all of a sudden they’re looking to re and find them, and it feels a little awkward to them, like, you know, they had for gotten them. And now that they’re in the different side of the table, it’s ah it’s a big awakening, and they’re saying now they will never do that again. They will be available for people and keep their network engaged well and that’s, right and that’s the other side of networking, i mean, you have to be available to help others when you’re not in need of help yourself. Absolutely it’s about being a giver on we took about donors thes it’s giving of yourself and that’s an ongoing thing and the people who it’s funny what i have found personally is that people who have often been helping others helping others always through their career, they feel most reticent about asking they feel like they should be the ones just helping and i say to them, you’ve been so kind, it’s it’s, time for you to receive its it’s pay back time for you and please do not ever feel remiss about that, especially if you’ve been giving but interesting there’s so accustomed to giving that they’re reluctant to approach their their own network. Yeah, receiving is a lot harder for them and and i understand that, but it’s been kind it’s time tio gets him something back and and it’s perfectly acceptable, and what we are finding is that people are more than willing to be helpful. People that never were expected to be helpful are becoming the most helpful. So the second tier, the third tier of their degree of separation, if you will are, tend to be the most helpful, because don’t we all want to just help people? Don’t most people want to help others? One would think, but now, in this process, you find out who really is genuine and who is less and then those that are very close to us, they just might not be able to help in a substantial way, so they feel like they should hang back and not be too close to you because they feel badly they can help. But this is the time when we really need people tio be there for us, even if it’s just emotionally to be understanding that you’re going to get through it. But it’s a challenge, and we’re talking a lot about networking with friends or friends of friends. What about going to networking events? Where it’s a room full of strangers, that’s always a good process to get good at it’s like a social experience because people really have a hard time talking to strangers. So we heavily encourage people to go to conferences, professional conferences, places where they’re goingto be around people like themselves who are from their field and just get more and more comfortable with talking, if you will. Talking to strangers. Yeah, where? And i imagine that helps in the interview process completely completely what? We do it. We have harrison as we give them the opportunity to comfortably talk about themselves, which is not very natural for people. You know what? Tell me about yourself, and what do you do, and what do you good at? Is not what comes off of most people’s tongue, naturally, so we give them opportunities to always be introducing themselves and give them lots of networking groups to join, and people just come out of their shells. It’s. Remarkable how, after a couple of months of being around others, they are perfectly comfortable. Do that, yes, 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. Be better business people. Dahna 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, we’ll discuss what you’re born, teo 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, larry. Sure you’re 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. 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 so our subject is interviewing, but this is all feeding the interview. This all came. This networking are networking discussion. All came from doing the right research around the job and the culture of the organization. As much as you can find out about the organization, right in your seminar description, there are three r’s and researchers the first, but resource is what’s. Your advice around resource is on resource is finding out. What you bring to the table? What what resource is that the candidate brings us? I believe that’s the idea that we’re getting at how can you help that organization and pinpointing what your real strengths are and how that can help advance that organization? That’s really what you want toe buy-in part to them and you’ll find out about the organization’s needs as you’re doing your due diligence your research find out you might find out some of the shortcomings that the organization has and see how you can plug those gaps. Absolutely, you want to know what value khun ad so you might brings a special connection or a special perspective to that non-profit you know, say it’s, a science institution, and you happen to have a background in science that’s evaluated that is extremely important, and you’re not the average say fundraiser, if that’s your field, your friendraising that happens to really know a lot about science, and therefore you could speak more passionately about it, so that would be really important aspect that you want to bring out to the non-profit do you have specific advice around? Uh uh, when your subject hector ah panel interview i mean, the panel could be two people, but it could be as many as five or six. Wait, how do we that’s incredibly intimidating you walking into a room of let’s say it’s the worst case? Six strangers and they’re all sitting on the other side of the table. How do you prep yourself for that that’s? A real challenge is one that we do address because it’s called like the stress interview and it’s to see how you stand up in extremely unusual circumstance. What you normally would not be the target of a conversation like that in real life. So we tell people, introduce yourself to each person individually. Make sure that you have eye contact with each person and shake their hand. Make yourself known and remember their name so shake their hand. Just go down the line of the table is absolutely when you were coming room. Yes, when you come in, introduce yourself individually to each of them make an impression on them that you’re confident and you know you want to engage with them. And then if the questions are coming a little bit too fast and too furious, there are ways to slow it down a bit of humor, and that always helps break the ice a bit, because sometimes people just lose sight of the fact that you’re only a person and you’re a pit under under the gun. So i’ve had a client to have said things like, oh, i made it like it was jeopardy, and i say, all right, i’ll take i’ll take jim for two hundred, and then i’m going to take, you know, the next person, arlene arlene five hundred. Yeah, so it kind of everyone has to laugh at that because you realize that, you know, how many can you do it once? Obviously, it’s, just one on. They are trying to see what? What it’s like for you to trial under fire? S o we try to get people to realize that humor is a good thing and it helps people relax as well. Helps you relax. You can always take a drink of water. Give yourself a moment to think, and companies are looking to see what what you’re about. You also have to realize if that is their culture, to be that way, to be very in your face. You have to. Know is that for you? Is that is that you? Yes. Yeah. It may not be for you about about preparing for the serial interview. You know, you’re going to have three interviews in the day. Each one is going to be a test forty five minutes. I would think. How do you how do you prepare for that? That multiple interview where you could be on you could be on for close to three hours in a row, but with three different people, right? Ah, you want to be prepared to give a good examples of a variety of things that you’re about, like different facets of a diamond and you don’t wantto be repeating the same story of store three times. And then there are other they say, oh, yeah, she told me that he told me that story. I heard that already. So you can have to come prepared for your interview with good what we call them accomplishment stories, if you will, on s o that joe have maybe six or eight really important projects that you’ve worked on that will really show you off to best advantage. You can come in with a portfolio and have some point of keywords for yourself to remember that you want to make sure that this project gets put on the table and then you mix it up so that everybody is hearing some different stories out of you, and each can bring out different facets of what makes you successful growth that you’ve money that you’ve brought in from non-profit have you created new event? Have you doing outreach brought in new community members brought on board members? These are things that are important, usually to fund-raising organ operations? What if i feel that i’ve gotten a question that’s inappropriate or illegal around age or pregnancy or sexual orientation? How do i how do i handle that in that moment? Yes, in that moment, you might want to say, can you rephrase that question? Or is that a chance to give him a chance to realize that that might be a really uncomfortable thing to be talking about and that you sort of object? T getting that question, john, you might say, is that relevant to the job? Or i’ve heard people say they’re asked whether or not they have young children, obviously the employer is trying to get at are you going to be away if the child is sick eyes so sometimes people will say, oh, is this a very, very family oriented company is, you know, doo doo doo family events? Is that why you’re asking so you try to soften it? You try not to be in their face about the fact that that’s really overstepping their bounds, but to some extent you have to pick your battles because you are looking for the job. So although this does also inform the culture of the organization that it might not be the right fit completely completely do take note that if they’re overstepping that this might be a real invasive place and that they’re expecting a whole lot from you, that is really not normal. And that might not be if you say a good fit. Alright, um the third of the three r’s thatyou have his references it’s important who you select for your references, what’s your what’s your advice around that references can go back twenty years. I could go back from beginning of your career. I don’t think people think of that. I think they think of the last job, right? And that is certainly not the whole scope of what is appropriate to use references khun b people that were above you people, that it could be people that reported to you, it could be your peers, pier level. It can be your boss’s boss anyone that knew the quality of your work and speak for you, but those are appropriate references. They could also be if it’s for a community organization. It might be something that you do on your private time, that you’d like to have that person report in about your experience with you, perhaps in your community service. So you want to get a variety of references that will reflect all sides of what your background is, good people. When they’re asked tio provide a reference often asked, what do you want me to say? You know what? Should i talk about it? It’s okay, give that advice around what, what you’d like them to be specific about. Yes, it is, because oftentimes if you’ve worked with someone five years ago, they might forget exactly which projects you worked on together, so people kind of need prompting, like so you want to remind them, remember we did this such and such together. And we had this result. So by you, sort of writing out some pointers about what your relationship together was, like it’s really informative. It helps them. It takes them off the hook of the pressure of oh, i forgot. What am i going to say? And it’s also you feeding them what you felt was the most important aspect of the project so that they’re goingto right. Quite cogently and importantly about what you did. Yeah, and it might just be a conversation to a lot of references. I just checked my phone. No. Yes. That’s right now, another thing about references. When you have a company, the company you might have just come from in the corporate world. This is very true. The company often will on ly just verify that you worked there and how long that you worked there. So that can be a bit of a problem. If you know your best references of the people that are still there. The way to overcome that would be to look at people that have gone on, moved on to another organization, and then they’re not under that up that corporate policy hr restriction of not being able to give a reference, but you don’t see that so much in charities that unwillingness to say more than just confirm data report it’s not a strict it doesn’t seem to be a strict people are a little more willing to talk about the other thing that people are very surprised about is that cos you can ask what person salary was and you know, it can be verified. The new employer can ask for your w two, which seems really invasive to find out what did you actually make on labor napor connects with you too. You can ask your w two. So it’s, when you talked about salary, which is a whole other chapter, you know, how do you dodge the salary question, which we do recommend that you try to keep that salary question off to the side as best you can, okay, but at a certain point, they’re gonna want to know, are you like within the ballpark of the range that they’re interested in on? You can always say, this is what my package was. This is where i left off at and then just back away from it and say, i’m very interested in this organization and i really it’s more important to me to talk to you about the opportunity, and we could always i’m sure if we’re on the same page, we’ll come to a mutually agreeable point with salary. Okay, well, i was going to ask how to dodge the salary question, but you just you just did it. Yeah, it’s that important? I think everyone is very nervous that they’re going to be put on the spot. Now, when you’re working with the recruiter, it seems to be an easier conversation to have because the recruiter is representing you and the recruiter wants to know, are you in the ballpark for what they will go for? You know, if you’re completely at a different salary rate much hyre it might be a fruit, you know, footless kind of conversations. So you do want to be forthright with the recruiter? Ah, you try to keep that conversation in the background if you’re going directly in number about the last hyre half hour before the interview so my remains of your scheduled for two thirty it’s now two o’clock let’s say i’m already on site. I’ve arrived, so i guess your advices get there early, i presume? Yes, to make sure you’re not late. Yes. Okay. Now what do i do with this last half hour? Last half hour. Okay, so you’re coming in. You certainly want to have at least fifteen minutes to be ableto fill out any forms if they have them. So that there’s going to be at least fifteen minutes. It’s going to be for that show up early is that we show up early before. Oh, certainly show up early on. That gives you a time, tio, really? Look around and assess what you’re seeing. Look att the interaction of the people in the organization with the receptionist and i see the culture. You could really learn a lot by just watching and observing. Twenty minutes, right? Absolutely. Come and go watch people come and go. And if the receptionist is not busy, have a chat with the receptionist. You learn a lot about the organization, find out what their experience has been. Have they’ve been there a long time? It is a lot of benefit that you could actually gather, and then it helps inform you of howto handle. Yourself in the interview, you might learn of events that are coming up for a special project that are on the table that you might not have known. So it’s always a good idea to be highly respectful and interactive, if you can, with the front desk, because that front test person is going to be giving the first frontline response to the hiring person as to what was your impression? Oh, they might receptionist might actually be asked. Absolutely. And if you come in all huffy and and annoyed and you didn’t get through security fast enough and whatever happened, then you come in all in a in a rage. They’re taking note because you’re on, you’re on from the minute you walk in that door. Okay, so collect your thoughts, get yourself together and remember, the clock starts when you walk in that door at reception. Okay? Okay. Um, we have just maybe a minute or so men and a half left. What about the resume? You have advice around resumes, resumes or something that can be targeted, targeted for particular jobs. Don’t think of your resume as a static item that just is the same for every place that you’re applying for because each job has slightly different requirements. And just like you have many facets, you want a feature? The ones that are most important to that non-profit so you do want to tailor your resume to be very appealing to their needs. We certainly suggest a summary statement. This is that used to be years ago. You did an objective. Okay. And now, it’s really about summarize you quickly summarize your strength, what your capabilities are, and then you go into your accomplishment statements. Okay? We have a couple seconds left. Anything else you want to say about resumes? Well, allows you specifically length if i’ve been in the non-profit world for fifteen, seventeen years, is it okay to have a two three page resume? Two pages, the limit? People get a little weary of reading and you don’t have if you’re going twenty, twenty five years, you don’t have to give all your experience. You could just give, like the last fifteen years is certainly enough. And you could always speak to further back. They are interested. Okay? We’re gonna wrap it up. They’re terrific. Suzanne felder is a consultant in outplacement with the firmly hecht, harrison and you’re listening to tony martignetti non-profit radio coverage of fund-raising day two thousand twelve at the marriott marquis in times square, new york city san. Thank you very much for being a guest. Thank you so much. Appreciate it been a pleasure. Q and momentarily, you’ll be listening to tony’s take two and then real shell shoretz will be with me. Stay with us after this break. Talking alternative radio twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot, or or a h a n j dot net. 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. Geever treyz 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 hi there and welcome back, it’s, time for tony’s take two at roughly thirty two minutes into the hour, i have a charity registration survey on my blogged it’s been there for a few weeks. If you finish the three minute survey, then you’ll get a free download of my book charity registration state by state guidelines for compliance and the fee for that could be as high as two hundred ninety nine dollars, depending on the size of your charity. I really want to understand more about your experience with this morass of st charity registration laws that’s why i wrote the book to help charities sift through all the regulations i’m working on a project that will that i really need your help with. So please share your experience. Even if you don’t know that much about charity registration, i’d be grateful if you would take the three minutes teo to do the survey, and at the end of the survey, you’ll be offered a download for of my of my book that post is called help me out and get my book free that’s from august thirteenth and it’s on my blogged at tony martignetti dot com. And that is tony’s take two for friday. The thirty first of august thirty seventh show of the year with me now is rochelle shoretz rochelle founded shark threat to connect young jewish women fighting breast cancer following her own diagnosis at age twenty eight, they’re based in teaneck, new jersey. You’ll find them at shaare share it dot or ge rochelle served as a law clerk to supreme court justice Ruth bader ginsburg in 19:90 nine since sharks are its founding in two thousand won, they have launched eleven national programs, responded more than more than nineteen thousand calls and e mails request for help from those affected by breast cancer. Sure, shoretz programs and services are now open to all women and men deshele record lectures a lot about breast cancer for audiences across the country. She is a member of the federal advisory committee on breast cancer in young women. You may have seen her on the today show, cbs news or fox news today. She’s on tony martignetti non-profit radio deshele welcome. Thank you. I’m very glad that you’re with us from teaneck. How are you doing out here? Supplier? We’re good, we’re good, we’re getting. Some nicer weather. Okay, um, you’re you founded sharks. Share it. I think around a kitchen table dining room table was done. I’m sorry. Had the wrong room. Okay, well, it’s a bigger issue. I mean, maybe you don’t have anything. You don’t have an eat in kitchen. Sorry, iraq. Okay, so it’s around a dining room table. Since we’re talking about storytelling, why don’t you take a moment and tell that dining room table story? Sure. Well, i was diagnosed with breast cancer for the first time when i was just twenty eight years old, and it occurred to me that although we had so many organizations for breast camps are advocacy research, we didn’t have an organization that address some of the unique needs of young women facing breast cancer and those metoo could include, i think, like fertility, career, parenting, genetic, social life, relationships on everywhere i went, i happened to be the youngest woman in the waiting room by an average of twenty years. And so shar sharon began as an effort, really, to collect the stories of and the experiences of young people facing breast cancer and more even more specifically, jewish women and families. Facing breast cancer because jewish families tend to have an increased risk of hereditary breast cancer could be ten times higher than the average than the average woman. And so there were fight of us around the table that first night, that dining room table on by, you know, talked about the need for an organization that address some of those unique concerns. Way were five, and then we became ten. And now we’re more than sixteen hundred pier supporters nationwide. Alright, on dh. What is the the annual budget of short, sheriff? Give people a sense. Uh, when you’re eleven, which is what we are in now, the annual budget is about one point, eight million dollars. All right. And how many employees? We have fourteen, staff people, and we run eleven national programs with the help of more than five thousand volunteers nationwide, you have very heartfelt, compelling videos on the site and some on youtube. How do you find your story tellers? You know, we really we reach out in lots of different ways. And i think in our experience, we found that the more with the more we reach and in the more diverse in the more diverse mode abilities we used to reach women, the more diverse the stories we get back, we find stories in a few ways. First, we find them through social media using facebook and twitter and ask people to share their stories whether it’s on thanksgiving day, for example, we might ask people toe right in what they’re thankful for. As a young breast cancer survivor on twitter, we might say, you know, tweet us, you know, the things that you’re most great napor in twenty twelve find some of our stories on social media, we use our blogged to share stories, but also to get storytellers to share their email sometimes will do an e mail blast and a good example of that was my fortieth birthday, which was just a couple of weeks ago. I shared my fortieth birthday wish, and we asked others to share theirs as well. And so we got some stories that we were going to talk about that later on because you got a great response. I know too, that to that talk about them very traditional means of focus groups, for example, where we have women come into the office and share. Their stories and we can either take those weaken, videotape them, audiotape them on, and then have them transcribed so that we can use them for other purposes, okay? And we’re going to have a chance to talk to you about some of the those i don’t know. I don’t mean to sound heart like, you know, cold calling them channels, but methods something different methods like the like the face-to-face focus groups that your record, but right now i’m just trying to focus on how you identify storytellers, and sometimes they just come to you, write and tell you that they want to share their story with others. Sometimes they dio, you know, for some breast cancer survivors, that could be a very empowering way to close the loop on their breast cancer experience, where they’re sharing their story in the hopes of inspiring and empowering others. Sometimes we have to reach out and encourage people to share their stories, whether it’s with incentives or just by explaining to them that that’s another way of contributing to the organization in a non financial capacity on dh. Sometimes we, you know, it’s sort of low hanging fruit they’re already sharing. A piece of their story we can tell that it’s a compelling story, and so we reach out and just sort of nudge them along and say, you know, you told us a little bit about your experience, but we could, you know, we would really benefit from sharing that same story with, you know, lots of people and, you know, would you mind sharing some more? So we find them of those ways you can view this as a cz, a volunteer opportunity, and we dio, you know, sometimes people think that being a volunteer means coming into the office or e-giving tremendous amounts of time or contributing in terms of dollars, but really, being a storytelling could be a wonderful volunteer opportunity that doesn’t require people to go too much out of their way or tio reach into their pockets, and sometimes these stories are written right on dh, sometimes video or audio recorded that’s right on, and then sometimes they can be longer, and sometimes they can be shorter. You know, a tweet, for example, is one hundred forty character. The facebook post might be a paragraph a block post might be three paragraphs some might be written, some people feel much more comfortable writing, but others feel more comfortable speaking and in whatever way we can capture their story. That helps us. That helps us collect more stories because we find people in lots of who feel comfortable with different avenues of expression. How do you overcome the conundrum that people might like, tio, write their story. But on the web, viewers are more interested in watching video than than reading, you know, that’s, an important that’s important challenge that i think we all face in the nonprofit sector. You know, people feel more in control in some ways of the written word and certainly more comfortable behind the pen and behind the camera. But we find that our viewers really liketo watch on and it’s easier to share when we can just ask them to it’s linked to something on youtube or share a web based link. You know, we try to we try to identify those who will come across well on camera whose stories just feel more compelling because they have a great almost like a stage presence in a certain way. Sometimes we used basic incentive, you know. Come on in for. A day of videotaping, and that encourages people tio take the leap, and sometimes we just note that it doesn’t have to be a professional camera set up. You know, it could be your iphone, for example, that you stick on video mode and just shoot yourself speaking honestly into the camera, so we try to make it not to professional and too intimidating, because as you said, the truth is people to respond mohr two videos in some ways than they do to the written word, and we’ve had many guests on say that video does not have to be high production value to be compelling and sincere and moving. I think that that’s true, but i would take issue with one piece of it, i think, as a non-profit leader, one of the things we’re always watching for quality control and brand management, and so an organization like ours that really strives to keep a very professional face it. There are so many breast cancer organizations that are not necessarily as as focused on that sort of professional, the professionalism with which we pride ourselves. We really struggled with that balance on the one hand, no, it doesn’t. Have to be a twenty thousand dollar two minute clip. On the other hand, when we send something out that is videotaped on a shaky camera or that doesn’t look professional, it does in some way reflect on our own ground. And so we walk a fine line between sort of that honest, almost raw quality of video and something that looks too professional to polish to almost too and focus on attacking at heartstrings say a little more about some of the my voice is cracked like i’m a fourteen year old more me, me and we’re not even in the same room bonem it’s that your charm comes across the phone line, you say a little more about the contest you mentioned and some of the incentives that you might offer toe to induce women or men to tell their story? Yeah, you know, sometimes it could be something as simple as dinner, right? When we do a focus group in our office will say, you know, they’ll dinner is served at seven, you know? Come share your story and people will come around the table and the focus groups i should emphasize they’re not just for storytelling. Although that is an integral part of what ends up happening inevitably it’s also an opportunity for us to get feedback on programs and fund-raising initiatives and other core aspects of what we do at the organization um, sometimes it could be a simple and incentive as dinner. Sometimes it could be, you know, a t shirt it could be, you know, a reimbursement for travel expenses. It comes in all shapes and sizes on doesn’t have to be monumental mean t shirt or just expense reimbursement. People are moved by small, by small offerings, they’re moved by small offerings, and i would even say, it’s not i wouldn’t even say that that’s what sort of pushing them over the edge? I think i think people want to share their story, they think it apparently there is a need to share in some people, and we are just tapping into that and sort of pushing it along a little bit just wouldn’t even say that the incentive is what makes or breaks the desire to share that desire is built into some people, they find it empowering, and when you give them a knave anew, that feels comfortable, whether it’s the incentive that makes them feel comfortable, the environment you set up in the office that makes him feel comfortable, you know, personal phone call that you might make to encourage them to come in and share their story that’s the little those of the little things that help push them over the edge and make them feel even more comfortable sharing there’s a very touching video done by a woman named brenda. And she tells the story of ya l who ended up not surviving her cancer, but the video is really it’s very, very moving. Do you want to say a little about that? Yeah, that’s a video that we produced for our tenth anniversary way wanted to share the stories of families that had established major gift in support of star shoretz programming on, we wanted really to understand what it was that compelled them to give and the reason we wanted to understand that was we wanted to be able to share their stories with other family members and friends who might also be considering larger gift. Um, and we felt that that would be the easiest way to translate their own desires to the actual gift itself. And so we highlighted for families. Although i should say before we narrowed down to four families, we started with six or seven potential stories and then narrowed it down to the four that we wanted teo highlight on the video on dit was we really didn’t know what to expect. You know, the cameras followed these families around for a few hours in a given sunday and really just have them share what compelled them to give and establish their major defeat. And the stories are beautiful, you know, each one different you no one was story. The one that you mentioned about a young woman who was connected to another pierce a porter. Shall we have just about a minute before break? No it’s so good to tell the story of brenda and yell. So it was a young woman who was connected to another pierce supporter and the peer supporter passed away and our you know, our young caller wanted to establish a gift in her memory to make sure that others living with advanced breast cancer had a place to turn on. You know, the story came out beautifully. It’s touching it is compelling. And it also incentivizes others who are thinking about a major gift. We’re gonna take a break. Rochelle will stay with us, and we’ll continue talking about storytelling that hope you stay with us also. Snusz dahna hi, this is nancy taito from speaks band radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. 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 how’s your game want to improve your performance, focus and motivation? Then you need a spire athletic consulting stop, second guessing yourself. Move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it aspire, athletic consulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. Hey, hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Duitz welcome back with rochelle shoretz and she is the founder of shark share it which you’ll find it shar share it dot or ge s h a r s h e r e t dot org’s deshele the shar sharon is a chain or necklace in hebrew so it’s a little more. And what you call your members explain that sure are pierce supporters we call links as though they were linked in a jane and it’s actually come full circle because when i was diagnosed with breast cancer a second time, i started to use the services that we created as an organization. And so i was the first link, and then ultimately now depend on some on another links in our chain. The chain is miles long now, right? Yeah. Stands the country were in all of the state. So you had a very successful written blogged post because we’re talking about righting versus video. But your your birthday block post did did very well. Got a lot of comments. Brought attention to shar. Share it once you share that. Sure. So my fortieth birthday was a couple of weeks ago and celebration of happy. Thank you in celebration of my birthday, i wrote a block post about the significance of turning forty and all that had changed in the breast cancer arena since i was diagnosed at twenty eight and i specifically highlighted and shared another story, the story of my grandmother, who had also been diagnosed with breast cancer when i was younger and how much the breast cancer story had changed in the eleven years since my diagnosis. And we were amazed at the response, we posted it as a birthday wish, and then we asked our readers and our stakeholders teoh right, a birthday wish back to me and we i think we had over one hundred responses, we shared it in in many modality, so it was on facebook it was on our block. We tweeted about it, we sent it out by email, we really blasted it on. The response is beautiful and in fact the staff as a gift to me collected all of the responses and put them together as, ah birthday book and it was beautiful and encourage people to share their own stories. They talked about their own grandmothers who had been diagnosed with breast cancer they shared some of their own stories, and again, these will be the seeds for further storytelling. We will be able to look back at all of these responses and pick from them others who might be interested in sharing their stories and greater and greater kapin more incentive again, as we talked about, i see stories everywhere. You know, that movie i see dead people. I see stories. I see stories everywhere. It just went on a hundred mile bike ride with a boardmember on. I said to her at the end of the ride said, linda, you should share your story on the block like writing something, and she did right away and again, we sent it out to all the riders. Everybody who had been on the ride. There’s, you know, really, everything we do there is an opportunity for someone to share their story. It might be why they participated in an event that might be what they learned at a given event. It might be, you know, a reflection at a milestone there’s always the potential to turn something that seems programmatic into something that elicit emotion through storytelling. That’s. Excellent. And how do you feel that? All this story telling is helping shark share it well, you touched on it a little before the break. We really used the stories in many different ways, we use him for programmatic purposes. So for example, we anecdotally they provide feedback to us on the program that we provide, and perhaps programs that we need to provide that we need to develop. We have them in marketing materials like brochures and newsletters, we use them in fund-raising efforts, whether it’s a thank you letter to donors or video that we’re producing for major givers on, we really try to find lots of different ways to use the same story or different stories to engage our diverse audience. What kinds of reactions do you get to the stories? You know, i think we keep the story israel, which makes the stories even more compelling. You know, stakeholders these days are very sophisticated, so they didn’t know when you’re trying to target their heartstrings. But when the emotion is wrong, when the story israel on when people can relate to it, i think we find any way that the response is is is great it’s certainly more effective than just shooting? Statistics in a brochure or, you know, highlighting accomplishment. It gives a face and a voice to the experience that we are addressing. How do you have? Yeah, yeah, please. Go ahead. Finish your thought. Okay, but how do you help the storytellers overcome their fear of you said people really want to do it, but suppose they have this fear, or maybe maybe even while they’re in the midst of story writing of writing or being interviewed or telling their story right in the middle of it, how do you help them overcome these fears? Well, i think the most important thing that we dio way provide a safe space for the storytelling. You know, people might be very excited about sharing their story in a, you know, at the at the onset. But once they start to tell it, once they start to share it, it becomes very personal, very raw. They start to hesitate. So we try to set up a safe space throughout the process. So first will guarantee that we will share whatever edited version of their story with them before it goes public. We guarantee we highlight for them very specifically. Where that story will appear it will be in the newsletter. It will appear on the web. It will. We might use it for a brochure. And so they have a very confident understanding of what’s going to happen with that story. That being said, you know, we still went in sometimes two challenges that we have to address on the fly. I’ll give you a specific example. This is not a verbal story, but a picture story. We did a picture. A picture exhibit of rochelle. I’m sorry. We have just about a minute left. Okay, so we did a picture display of ten of our women and one of the women who was very comfortable when she took her photograph ultimately started to hesitate. And so we have to narrow down where we were going to use that photo. So i think keeping the safe space safe, ensuring and basically ensuring that you are going to communicate with the storyteller helped them feel more comfortable sharing their story. It’s really it’s all very compelling and touching. And i want to thank you very much for sharing all this valuable information and also your own story with our listeners. Rochelle thank you. Very much now my pleasure, deshele shoretz founded sharks shoretz to connect young jewish women fighting breast cancer. They now work with people dealing with ovarian cancer as well and it’s open to men, women of all races, nationalities, etcetera. You’ll find them at shaare, share it dot or ge i want to thank my guests, of course, suzanne felder and rochelle shoretz also the organizers of fund-raising day for hosting me on the exhibit floor and allowing me to get that susan felder interview next week. I don’t know what’s coming up next week, give me a break because i’m recording this on august fourteenth and next week is going to be september seventh, but i do know that the september seventh show will include the smart, charming and resourceful maria simple, our prospect research contributor, and i know it’ll be a very good show and funny. I host a podcast for the chronicle of philanthropy that is called fund-raising fundamentals. It’s, a ten minute monthly podcast devoted to fund-raising it’s on itunes, it’s on the chronicle website. If you like this show, then please check out fund-raising fundamentals continuing to wish you good luck the way performers do. Around the world, russian theater folks say poca de pere, neither down nor feathers. That comes from wishing a hunter bad luck, which is really good luck to come home from the hunt empty handed. So you wouldn’t want to say thank you to that, because they’re giving you a bad luck wish, even though it’s a good luck wish. So what russians will respond with is shorty, go to the devil. And to think thes people contribute to the international space station. I don’t know, but it all seems tto together. Um and i want to thank janice taylor for her, continuing to give me these language lessons and artists. Good wish, explanations. Our creative producer was clear. Meyerhoff. Janice taylor is also our line producer. The show’s 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. I hope you’ll be with me next friday, september seventh at one to two p, m eastern here at talking alternative dot com. Hyre zaptitude ing. Good ending. You’re listening to the talking alternative network. E-giving nothing. Cubine hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. 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. Dahna you’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Oh, this is tony martignetti athlete 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 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 talking.

Nonprofit Radio for August 24, 2012: Campaign Volunteers & Fiscal Sponsorships

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Rich Foss
Rich Foss: Campaign Volunteers

Rich Foss, author of Greenlight Fundraising, on the importance of volunteer leadership in your campaign. How to recruit your chair and lead donor; the other volunteers you need in place; and what their jobs are. He has job descriptions and other resources that will go up on LinkedIn and Facebook.

 

Gene Takagi & Emily Chan
Gene Takagi & Emily Chan: Fiscal Sponsorships

Our regular legal contributors, Gene Takagi and Emily Chan of the Nonprofit & Exempt Organizations Law Group (NEO), make sense of this complicated relationship. What it is; why your office might become a sponsor and what that looks like; how to get started.

 


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

Sign-up for show alerts!

Here is a link to the audio podcast: 106: Campaign Volunteers & Fiscal Sponsorship. You can also subscribe on iTunes to get it automatically.
View Full Transcript

Transcript for 106_tony_martignetti_nonprofit_radio_20120824.mp3

Processed on: 2018-11-11T22:57:21.954Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2012…08…106_tony_martignetti_nonprofit_radio_20120824.mp3.235442709.json
Path to text: transcripts/2012/08/106_tony_martignetti_nonprofit_radio_20120824.txt

Hello and welcome to the show, it’s tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, how i hope you were that you were with me last week. That’s all i just hope you were here. We had grow grassroots michael o’brien, founder and principal of mob advocacy. He knows how to bring people to your cause with grassroots advocacy. How do you activate people? What are grass tops? We talked about that and how do you engage those people? Where do you go to meet potential coalition partners and what’s the added value for your work around grassroots advocacy and divine devices, desktops, laptops, tablets and handhelds? Scott koegler had tips for picking the right device to fit your budget, your work style and personality. You know him? He’s, the editor of non-profit technology news and our monthly tech contributor. Of course, this week, campaign volunteers rich foss he’s, the author of green light fund-raising we, he and i are going to talk about the importance of volunteer leadership in your campaign, how to recruit your chair and lead donor and the other volunteers you need in place and what their jobs are and has lots of descriptions and other resources that will go up on linkedin and facebook after the show today and fiscal sponsorships. Our legal team jean takagi and emily chan from the non-profit and exempt organizations law group make sense of this complicated relationship. What it is, why your office might become a sponsor or sponsoring and what that looks like and how to get started between the guests on tony’s take two big non-profit ideas for the other ninety five percent you’ve heard that already. Today my block this week is to encourage you to listen to the show and since that’s a paradox, i’ll have some other things to talk about other ways to connect on tony’s take two here’s the first one, of course hashtag non-profit radio to join the conversation with us on twitter right now, we take a break, and when we return it’s campaign volunteers on rich fost will join me. I hope you stay here co-branding think dick tooting getting dink dink, dink dink, you’re listening to the talking alternative network waiting to get in. Thank you. You could join the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city in pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve, save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot or or a nj dot net. 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. You’re listening to the talking alternative network. Dahna welcome back, live listener love going out new bern, north carolina? Oh, how i miss north carolina haven’t been there for a few months, but i will be there soon september welcome new bern and we’ve got more live listener love as the show goes on right now, my guest is rich fuss he’s, the author of green light fund-raising your sustainable fund-raising guide to raising fifty thousand to five hundred thousand dollars a year to light up the eyes of people you serve and your donor’s hope the book is shorter than its title. Rich he’s been in fund-raising over twenty nine years as both staff and a consultant he’s with me from rural illinois, where he’s, the leader of a mennonite community rich fast welcome to the show. Thank you, tony. I’m really glad to be here today. It’s my pleasure to have you, uh, we’re talking about campaign volunteers. What what’s the role of volunteers in a campaign about in my career, i worked with community non-profits and usually there’s only one or two development staff, and so i really wanted to develop a system that could be a multiplier for for staff and also that could really use the gold standard of fund-raising, which is, is. You raise a lot more money when you sit down face to face with somebody and describe the organization and ask them for a gift. Face-to-face and so, basically, i developed this system where you recruit volunteers and have them sit down with face-to-face with people and ask forgiveness for your non-profit and, uh, uh, not promise that have developed our have a doubt that it it’s been very special for them. Now we have a drug in jail on tony martignetti non-profit radio, and i hate to do it to you in this very first segment. But you said volunteers are our multipliers for for the charity? What? Why do you what does that mean? Basically, what it means is that that a development director, even if they go out and ask forgiveness, face-to-face, uh, can only meet with so many people each week or each year, and if you have aa group of passionate volunteers, uh, bacon meet with her a lot more people in a much shorter period of time and, uh, that’s why i call it a multiplier, okay, so early parole from jog in jail, but what your step you don’t you don’t want a second offense while you’re on parole. The let’s see, i’ve heard that it’s really? I mean, volunteers and i’ve had guests say this volunteers are the leaders of the campaign. Is that do you? Do you believe that over rather than the staff of the charity? Uh, definitely definitely. And that’s why? In setting up the system, the very first step is to recruit the campaign chair person who you want to have a very influential person in your community be the campaign chair person because their leadership will influence a lot of other people to, uh, to join your campaign. And so that that leadership role is extremely important. Okay? And we’re gonna have some time to talk about how to recruit that campaign chair is as well as some other volunteers, but what’s the role of the charity’s staff in all this. Then if the if the campaign is being led by volunteers, well, basically, i describe it. The role of the the, uh, campaign staff is particularly development staff. He used to run the system. Sometimes i like in these campaigns like an ipad. The ipad spring is very simple. And yet behind it, there’s a whole lot of details. Well, what you want to do in these campaigns is to create the systems and the details in such a way that it’s very easy for the the er staff are executing the volunteers to do their work, and so that requires a lot of work, a lot of organizational detail, a lot of of of work on the part of the development. Okay, now you’ve been doing this for nearly thirty years, so you can’t always have been like getting this toe ipad. What you used to look like in tow the old pong game or what? What did you used to liking it, too? Twenty nine years ago. Oh, okay, well, i didn’t have any metaphors until i was the brother typewriter. When you push the half space key. What i love just love about those type, you know? You know there’s? No, they didn’t used to be an exclamation mark on typewriters. I’m sure you remember that, right? Right. Had you had to do a period and then a back space and then a apostrophe to get an exclamation mark and that’s my theories. Why they’re overused now because there is an exclamation keith but that’s a little bit of a digression. I suppose. We have just a couple minutes before we take a break let’s from so so the so the staff is doing the systems. I mean, they’re they’re basically they’re supporting the volunteer leadership then is that is that? I have that right. Okay, okay. Now, before we could do the campaign chair, your advice is that there be a pre campaign committee. I don’t want to spend too much time on that, but just like a minute and a half before a break, tell us about the pre campaign committee, okay? Basically, you know, a lot of community non-profits their boards don’t get formed based on fund-raising. And so when i developed the system, i decided that we needed to have a group that was focused right on fund-raising and so generally what you do in the pre campaign committee, you get together, the executive director, maybe past boardmember the current board members, people who are influential, the most influential people in your community that are connected to your organization form that that, uh, campaign committee, because basically it takes influential people to recruit influential people, and so that prepaid campaign campaign committee gets together and identifies, okay, who are? The the top five people that could serve that in our community, that could serve in that role of campaign chairperson. Of course, if you put it, if you put dick cheney on your pre campaign committee, then he’s going to want to be campaign chair. Well, if you’re lucky, there might be somebody on your on your your pre campaign committee who could serve his chair. But especially in the first year, you want to go after the absolutely best person in your community, because that’s going to make your campaign sustainable because you want to do this every year, okay, which way a person. First, it works much better the next year. Okay, we’re going to take a break. We’ll come back and talk more about the campaign pre-tax paint committee leading into the campaign chair. 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 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. Dahna 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 for action. 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 you’re born, teo 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, 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 for 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. 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. We’ve got more live listener love going out to massachusetts, spencer, massachusetts and no handup massachusetts, welcome to the broadcast with rich foster. We’re talking about fiscal sorry we’re talking about campaign volunteers, which fast, you probably want to talk about fiscal sponsorship, do you? I don’t care. You have expertise. Yeah, i don’t even particularly. I’m not looking forward to it, but we are going to want to talk about campaign volunteers on dh were in our pre campaign committee. So the this group of community leaders is assembled to to choose the people who would be good prospects for the campaign chair. Correct. Okay. And you did say if the pre campaign committee should include the the executive director of the charity? Correct. All right. Is that really the only should that be the only staff person employee of the charity? You’re often the development director will also be a part of it. Okay? And then other people who are prominent in the campaign co-branded community in there, in the community. Okay, so what’s their what’s, their process this as they as they narrowed down the prospects that they move toward asking somebody, uh, basically what? They do is the first thing they do is identify probably five people, possible people and then rank them. And basically, i suggest this because, uh, i learned from my mistakes the very first campaign that i was involved with. We we identified the next best person asked that person and they said no, and that happened four times. Yeah, so that’s. A lot of disappointment for a committee of mostly volunteers. That’s, right, that’s, right. Very disconcerting and out. The fifth person said yes and ended up to be a very a very good campaign chair person. So what was the lesson lesson from that? Yes, i learned from that identified five people right away. Rank them and that way, if you if somebody says no, you don’t have to push the panic button. Okay, your committee of volunteers is not disillusioned. That’s, right? They got others to go to. Ok, it’s right on. You have some pretty specific advice about about this process and even the meeting with with the candidates. Yeah, yeah. The the recruiting of volunteers is really, really serious business tonight i have a son who played division one basketball in fact, colgate university and so i got to see first hand the basketball recruiting process, and one of those guys are highly organized, and the same charities have to do the same thing. I have to plan things out very carefully and basically, you have to identify, okay, who’s going to on this pre campaigning committee, who’s the best person to invite the person to a breakfast or lunch where they can be approach who’s the best person to ask them to be the campaign chairperson and in the there’s, a lot of details that you and i have planned out, and you’re doing this for each of your five candidates. Yes, well, you do it for the first one and and then, you know, if you have to go to the second one, you do it, but all planned. I mean, do you even recommend people sort of role, role playing or any kind of mock mock meetings? Teo, talk about you’re going to say this and she’s going to say that, etcetera, i don’t know if you need to do the role playing, but you need to identify who was going to say what you know, so that that, uh, like the reason you involve the executive director is you need to have someone who could describe the non-profit and also who can tell a powerful story about the work of a non-profit and, uh, so you basically need to figure out the roles before you before you set up the meeting, okay? Okay. And at what point should you share the the sort of job description of the campaign chair with the with the prospect? Well, i, uh i would do it verbally during during the meeting and then, uh, attended the meeting just give them the job description, ok? You don’t want to read it during them during the meeting, but you want them to have something to refer to when they’re when they’re considering it. Rich has a model job description for the campaign chair and lots of other helpful resource is we’re going to mention a couple of them, but you’ll find, ah, whole list of them around this topic of campaign volunteers on my on linked in group for the show and also on the show’s facebook page after after the show, those will be posted and rich, who lets see who i should be the person to actually make the ask at the meeting is that should not be the person who’s the the closest to them. Or should it be the executive director? Or how do you decide who actually says we invite you to be our campaign chair? You basically need to ask who is the most influential person in terms of who’s who provoc perspective, campaign chair, person who’s? Who are they most likely say yes to ok. And that’s also the campaign pre campaign committee simply asked that question and hash is without among them and that’s, the person you asked, okay? And around a giving a gift expectation for the campaign chair. Certainly the person’s going to need a campaign they have to give. Correct. What do you like to see in terms of asking what? Telling them what they’re what the charities expectation is around that in an ideal world, they would give the elite gift. Uh, but way lived in an ideal world. You’d be on a much better. Show them this way. So we know that that’s out. Okay, i would be much more fluid. Uh, so you more support thing is influence not with e-giving ability of course you want them to give you want. You prefer to get them to give a major gift they clearly have to give, but they may not be able to give at the league gift level. Okay, uh, but their primary role is to be the chief influence in the campaign. So if they’re involved, you want everyone to say, wow, this is this is an important bilich event or important campaign in our community because this person i see ok, and also they become the person that it’s hard for other people to say no to write that’s, right? Because right, because they’re going to be responsible for recruiting other volunteers and asking people for gift. So say little about that, okay, the, um the campaign chair person will be responsible for recruiting the division chairs and that’s going to vary from community community, uh, in a larger city, you might do it by, you know, geography or, you know, a suburb or by industry that’s sort of part of the planning process. But whatever divisions you come up with, there needs to be a chairperson for that debate division. And, uh, you want your campaign chair person to recruit, recruit them. Okay, right. And you want to make that somebody that it’s hard to say no to that, right? Okay, so let’s spend a little time. By the way, just listeners were talking to rich boss he’s, the author of green light fund-raising we’re talking about the use of volunteers in your campaign rich why don’t you tell people where they can find your book? Green light fund-raising that or okay, green light fund-raising dot org’s let’s talk now, since you’re starting to lead us there. But you’re not taking over the show, which for some some guests get a little presumptuous. Take over the show. You’re not taking over the show. Appreciate it. I’ll follow your lead. You’re in trouble going off a cliff. Thie let’s talk you started brought into a bigger staff of volunteers. What should that? What? It’s? A little more. Besides the division heads. What should this broader volunteer kadre look like? Okay? One of one of the things that the development director needs to do is to develop a gift charges and the gift chart basically says what level of gifts need to be asked for and received in order to achieve. The goal, and then there are are once you have that, you can identify the number of volunteers you do, and i won’t go into all the process. But basically for every gift you need, you need three prospects. Right? Okay. And you want your volunteers to, uh, ask five people for gift. So this is hyre mathematics now. Okay, it’s. Just a matter of each volunteer. No, it’s hyre math for me anyway, so every volunteer as to ask five people that’s, right? Ok. That’s, right. And so well, you can figure based on your gift chart, you can figure out what you need to talk to so many prospects. And are you okay? Tio, meet your goal and you divide that by five. And then, you know, you’re a number of volunteers, okay? And that’s another one of the resource is that we have is that is not in the list of raving. Okay, there’s there’s a, uh an excel spreadsheet that has, ah, gift shark in it. And it also includes the breakdown of volunteers. Okay, excellent. And again, you’ll find those on the linked in group for the show and also the facebook page and then those air links back to teo richie site um, now we like to see volunteers recruiting their own teams isn’t isn’t that right? Yes, rather than having them posed by the staff that’s, right? It’s basically, because, you know, this is all volunteers doing it. They’re going to have to the leaders of the team leaders we’re gonna have to yeah, you know, do some gentle pushing to get things done, and they’re going to be able to do that much better with people that they know their friends. And so you want them, you want to strongly encourage them to recruit people that they know it, and, like and trust that the charity is putting a lot of faith and trust and like into it’s volunteers? I mean, there really are e-giving a lot of responsibility to this to this volunteer. Kadre yeah, yeah, and so, you know, one of the one of the the important roles, but particularly the development director does is is built strong relationships with the campaign leaders so that the campaign league leaders know that they’re going to have the support of the staff, and it really gives them confidence in their work and that kind of flows through the whole campaign. Okay, just the important point that this really is a ah delegation to the volunteers it is it is, yeah, yeah, and part of what happens is that, you know, i emphasized over and over again is you have to tell the stories of your non-profit because these dramatic stories of either wives transformed or also of, uh, the needs of non-profits mitnick is meeting really energizes the volunteers and gives them really meaning and purpose and what they’re doing way have a segment on the next show. My guest is rochelle shoretz and she’s going to talk a lot about storytelling in rain in the second half of next week’s show. Great, because i would really encourage people will listen to that or has, uh, stories are just absolutely essential when working with volunteers, which what is it that you love about? Fund-raising it seems, lives transformed, you know, the i’ve had so many people, you know, talk to me over the years and say things like, man, i can’t do that, you know, that’s begging for me, it’s not begging, you know, i tell people, you know, a panhandler bag. A fundraiser transforms lives. Yes. Give us a story. Give tell a little story about some some life that you’ve seen transformed our lives. Yeah, i was actually influenced in developing this model by doing a capital campaign. And, uh, when i did this capital campaign, i was working for an organization that provides services to people of developmental disabilities. And, um, there were about seventy people that we had living in a nursing home, and we wanted to shut that nursing home down and make it possible for them to live in a small group, homes. And there was one guy, particularly, uh, and, uh, i want to give his name, but i would talk to him. And any time this topic came about pizza, you know me. I like peace and quiet. And he was living in an extremely noisy nursing home, you know? And, uh, i remember we did this campaign. You know, it was a tremendous dahna taking for the organization never dahna campaign before raising one point, two million dollars dahna, uh, community of, you know, seven thousand people. And i went and visited him in his new home. And that was so moving you. Know to see him, you know, getting the peace and quiet and he’s long he probably living this nursing home for twenty years or so, you know, and see his life. How has changed? It was just amazing just by having a quiet environment very touching. Yeah, rich, we have just a minute left. I’m going to hold you to that. But can you tell us what? What lesson? What a lesson that we might all take from the mennonite community around fund-raising of the mineral rights. Uh, not only do fund-raising but they’re also very action oriented. One of their one of our services called mennonite disaster surface and so many knights from all over the u s will go to places where tornadoes go through hurricanes and they’ll clean up. No, they were down in in er not bad. Duitz of louisiana, new orleans, new orleans yeah, you know, helping clean green. And i remember hearing the stories of, you know, incredible work that they did buy the good friend who is on their way. I have to stop their rich shirt rich boss is joining us from rural illinois where he’s, the leader of a mennonite community. He’s, the author of green light, fund-raising, which you’ll find at green light fund-raising dot org’s rich. Thank you so much for being on. Yeah, thankyou. Tony, i really appreciate being here. It’s been my pleasure. Thank you. Now we take a break, and when we return it’s tony’s, take two little more live listener love and then gene and emily on fiscal sponsorships. Talking alternative radio twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot order or a nj dot net. 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 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. Dafs you’re listening to the talking alternative network. I’m ken berger of charity navigator. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back, we got live listener love going out to laurel, maryland and also malaysia. I don’t know which city in malaysia, but laurel, maryland, malaysia welcome tony’s take to my block this week encourages people to listen to the show you are obviously already past that, so i have the advanced course for you. I want you to know that i continue the conversation from the show in the linked in group last week, i had a follow up question for michael o’brien about civil disobedience, which we didn’t get a chance to talk to talk about in his conversation around grassroots organizing, and this week, as i mentioned, the templates and other resource is from rich foss will be in that linked in group. They’ll also be on the facebook page, so next time you’re on linked in, please check out our group and join also twitter no there’s me and the hashtag, and you can follow me on twitter the hashtag of courses non-profit radio if you want to know who the guests are going to be each week, i send email alerts every thursday on the facebook page. My voice just broke thursday like i’m twelve again, um and you can sign up for those email alerts. I just said that on the facebook page and then you’ll know in advance for the guests are maybe you don’t care. I understand you may just be subscribing and you don’t really care who’s going to be on because you know that the guests are all going to be smart and that the host is in question, but you can always count on good guest. Um, i also won four square. If you want to connect with me on four square, i’ll see where you are in the world and you can see where i hang out. Check me out on foursquare and that is the end of tony’s take two for friday, august twenty fourth, the thirty sixth show of the year we have jean takagi and emily chan gene is the principle of neo, the non-profit exempt organizations law group in san francisco, he edits the popular non-profit law blogged dot com and he’s g tak g ta k on twitter. Emily chan is an attorney at neo-sage she’s, principal contributor to the non-profit law blogged, and she is the american bar association’s two thousand twelve outstanding young non-profit lawyer i don’t know why she’s still on the show. I’m sure she can have certain you could do better than this. Now that you have that appellation, you can follow emily chan on twitter she’s at emily chan, jean and emily welcome back. Hi, tony. Tony. Hello, emily. You’re still on that. You’re still coming on the show. Thank you for that. Everything about you for having me even if you got the prestigious award. Um, let’s. See, we’re talking about fiscal sponsorships. If there was ever if you ever needed evidence that the contributors choose the topics, this would be it fiscal sponsorships. A little little technical, but i’m willing to go into it. What is jean a fiscal sponsorship? Well, i’m gonna try to get a dog in jail. Yeah. Good luck. Were already there. Fiscal sponsorship let’s define this before out and its most common form. It’s. Really a way to start a non-profit project without creating a whole new nonprofit organizations. So basically, what happens? You’ve got a charitable project or an idea that you want to implement. You bring it to a charity willing to serve as the fiscal sponsor on who’s willing to operate that program within the organization so it becomes a negro part of that organization. And you reserve the right by contact. Be able to move the project to another physical sponsor if things don’t work out or you could even move it into your own nonprofit organization that you form once you know that the project is viable. That’s great. Thank you. Okay, you cut out a little bit. There is great incubator, i believe, is what you said, right? That’s okay, so we have the sponsor. Is it the sponsor? And the sponsoring? Is that how we should be referring to these two? Mostly referred to them as a sponsor and the proud sponsor and project. Okay, all right. We’ll keep our terms straight. Okay? And could gene could the could the project be another charity or that that’s? Not that’s, not how it works. Well, the like a smaller charity could be a smaller another charity don’t have to apply for tax exemption. Just actually running a program that you’ve introduced to another charity. And so you’re kind of head of that program. But the program is owned by the other to charity with the caveat that you, khun, take that program and bring it to another charity if the relationship sours in some way. Okay, okay, now, emily, i’m going to guess we would we would only want as a sponsor of our project. Oh, and established charity. Yes, picking the right physical sponsor is a huge part of getting the advantages of a physical sponsorship relationship, as jeanne mentioned. You know, they have a lot of control over the project. They take on a lot of responsibility generally with, like the admin and all the back office things, and they’re also managing the funds that would help fund your project that you definitely want to pick someone or excuse me of charity that has a good reputation in the community has some experience, possibly with physical sponsorship already. So they have the process is in place and one that aligned well with the mission. Otherwise you’re going to run into a certain problems. Sure. Well, and i would imagine a charity wouldn’t wouldn’t take you as a project if there wasn’t mission alignment, hopefully not. And that is a big part for the physical sponsor to be sure that they understand why. They’re taking on certain projects. Sometimes, you know, you’re so eager to want to help a charitable project that you do start to go outside of your own mission without, you know, taking care of your organization. Emerge. That’s risky. Mission creep. Mission creep. Okay, now what? Um what should a charity be looking? Oh, no, wait. I want to want to ask you, emily, you mentioned that the sponsor manages the money, so the money doesn’t belong to the project. It belongs to the sponsor. That’s correct. So entertainment in the typically a project that doesn’t already have tax exempt status, would it really make sense in that situation? So essentially, the physical sponsor is taking in money for the charitable purposes of the project, but that sinful sponsor, in order to not essentially acted like a conduit or to collapse and basically give money teo, non exempt entity. They have to have discretion and control over the funds. So there’s a certain level of oversight that the physical sponsors should be exercising with the project to make sure that it’s no operating properly, that the money being used the right way and that at every juncture, essentially when it does. You use the money to fund a project that is making that decision as opposed to just letting it pass through. Okay. And when you refer to the non exempt entity that’s, the that’s, the project. Right. Okay. Okay, let’s, stay with you, emily. So what’s the advantage for an existing charity cause our clients. Sorry. Our listeners are our charities mostly. And when you guys were first on the very first show that you two were on, we talked about alternatives to creating a new five. Oh, one c three charity. And we just barely touched on this subject. S o we have we have talked about altum other alternatives to creating a charity, but what’s the advantage to an established charity. Emily tbe a fiscal sponsor of projects for the fiscal sponsor it’s really about furthering that sponsored mission. So again, we talked about mission alignment. If you find projects that further, you know, the charitable purpose of your organization, not a huge benefit for the physical sponsor. Additionally, they do take generally a cut of the funds to take care of that back office stuff. I mean, they’re taken care of let’s. Say, you know payroll, you know, their insurance, maybe covering the project. All of these things take some money as well. It’s not really a money maker again. It really should be about furthering the mission. The charitable mission of the existing sponsor. But they do take some money generally in order to cover their cost. Ok. So now, gene, i assume we can just look to the internal revenue code and that will lay out these fiscal sponsorship responsibilities and relationships. Actually, no tony physical sponsor ship is not defined in any laws. I don’t think any state laws and definitely not in the internal revenue code so it’s all about the contract. So we want to make sure that you’re working with an established sponsor who can establish the right contacts to comply under the regular five a onesie, three rules. Holy cow. All right. So eyes. So there must be things that are supposed to be in these contracts. And again, were you know, our listeners are are the charities. So if somebody’s going to take this on this fiscal sponsorship because they do see mission alignment and the things that emily described? What what’s your advice around creating this? Contract if there’s there’s no statutes governing this relationship well, this may sound a little funny, but you’ve got to talk to the lawyers think this arrangement for the does that lawyer have to be the outstanding young lawyer of twenty twelve from the american bar association? You can’t go wrong with that, right? That’s what you absolutely cannot just outstanding and it’s in the title, so we know, but in case you don’t happen to have access to emily, although through the internet there’s no reason anybody shouldn’t be hiring emily, but you’re right, so you definitely this is definitely a legal relationship, and you need a lawyer drafting this contract, right? And to understand your responsibilities as a sponsor, there’s a great book out there from a no attorney colleague of ours, greg colvin called physical sponsorship six ways to do it right. And there’s, a organization called the national network of fiscal sponsors that publishes guidelines for fiscal sponsors and their best practices, including what they put into a physical sponsorship, agreements and policies. Those are definitely things that wanted checked out. Okay, and how does your friend, your colleague, spell his last name? Greg coben, ceo b i n okay. The guru of fiscal okay. Six ways to do it right. But there’s probably dozens of scores of ways to do it wrong. I’m sure in fact we actually put out a block both staying six days to do it wrong. So they definitely are. Did you? Okay, let sze not a copyright infringement. Wait, you do intellectual property work over there in the non-profit exempt organizations law group, not it out you don’t that’s. Very convenient. Okay, so it could very well be a copyright infringement. No, i’m sure it’s not a lawyer now. It’s fair. You some sure or something? I don’t know who does. Okay, so, emily let’s go into a little detail about structures around this sponsor project relationship and just we have about two minutes before first break. So what? What does it look like? Yeah, the structures, there’s models? Yes, there are. There are a handful model that actually comes out of that book that great colden. I wrote that gene mentioned the most popular one is the one that we we’ve been discussing. Model a also called the comprehensive or excuse me. Comprehensive physicals, sponsorship or direct project and it’s, when the charity basically houses the project, okay, in terms of all the management and the insurance and all that, all those things that you laid out, right, so it would be just like any other program it’s operating. Except for that caveat that is a relationship to find my contract. And there is a contemplation that the project may leave at some point. Ok, i don’t model a not a very clever name. I mean, i thought great could come up with something better than model a, but we’ll work with it. He’s the he’s, the guru. So we’ll work within his his, uh, sort of lacklustre. Um, his his, uh what i want to call this this is the, uh uh, i can’t think of the word i’ll think of it later. Okay, um and so all these things that you talked about before these all have to be in the contract, right? In terms of management responsibilities and insurance and oversight and all this it should be. And again, it just helps to lay out exactly what this relationship is going to look like because of the fact that it’s defined by the contract, i mean any pickles sponsorship could look a little different from another one. That is important to contemplate as much as possible at the outset as opposed to finding those problems. When you start trying to do this, ok. And the one that interested me, that gene mentioned a couple times is the right to leave the, uh, leave the, uh the the sponsor. Yeah. So that’s, very important for both the project on the sponsor to understand what terms and conditions might apply for that. So in some cases, maybe this sponsor is going to require that the project finds another five oh, one c three entity to house it. Maybe they’re willing, teo, do some other kind of due diligence to grant those funds that they held for those charitable purposes to the project. These are all things that you really want to think about beforehand. Ok, ok. Rubric. That was the word i was looking for. Model a is a rubric. This all falls under the rubric of model a i do. It was the board would come to me rubric. Of course, we’re going to take a break. And when we return, gene and emily stay with me. And we continue talking about fiscal sponsorships. That’s, another rubric. Com. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. 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 how’s your game want to improve your performance, focus and motivation? Then you need a spire athletic consulting stop, second guessing yourself. Move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it, aspire, athletic, insulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. 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. We’re talking. Toa jean takagi and emily chan are regular legal contributors about fiscal sponsorship. I want to send live listener love out to little wet british columbia, canada, and i apologize if from mispronouncing it, if it’s in the way or something different than i just said it, i apologize. We got last week, we had ontario in ottawa, where’s, where’s, saskatchewan. Why is saskatchewan in manitoba? Never checked in alberta? Never checked in. We need to get these provinces listening live gene let’s, turn to you and see what else we might flush out about other models around fiscal sponsorship. So since we have the very rich model, eh, there must be a model b. There are the model ate a model at the rubric. Okay, rubrics, the lackluster rubrics. I’m sorry. I’m sorry for your colleague. I’ll stop calling them lackluster. So okay, what does model be matter or or his model? See better than be? Or how does this work? Well, model is by far the most common form. Okay? I was believed to be that in, like, eighty to ninety percent of the cases. The next biggest is model b, which is called a preapproved brandt relationship models this is you cut out a little bit there. This is model season charlie model using bravo baizman bravo is not as popular as sees charlie that’s. Right? So shouldn’t see bebe. It kind of flows from the structure of the i don’t know if we can recommend this book anymore. No obstacle. Ok, tell us about model charlie model charlie is the way that an existing non-profit that still doesn’t have tax exempt status, perhaps it’s a fight to the irs but hasn’t received determination yet. Khun starts to get fun now. The sponsor can act as an intermediary if you will receiving grants intended for the project, but foundations aren’t willing to. That project until it has its own five. Oh, one team status. So it gives it to the fiscal sponsor. The fiscal sponsor re granted to the project. But it has to use its own expression and control in order to make that re grant. The foundation’s put the onus on the fiscal sponsor to do all the due diligence. Okay, emily, how does this differ from model a alfa? I’m in a lot of ways, actually. So going back to model a it’s, the project is not its own entity. It’s really? Just a program, essentially that’s being operated by the fiscal sponsors. So all the employees, all the volunteers, all the liability, it’ll sit with the physical sponsor model. See, you have more separation. So he mentioned that its own entity now the project. Maybe. You know, it’s, just the taxable corporation. It might be in its period right now. Where? It’s, waiting for its five twenty three determination. So a lot of more of the liability from that program that it’s running a charitable project with the entity. The other entity, not the physical sponsor. Okay, so this is it. Shifting the responsibility is different. That’s how? It’s different than a okay, emily, what are some examples of fiscal sponsors like could could’ve come? It is a community foundation of fiscal sponsor or could it be? It could be they’re really as there is no riel limitation on who could be or what type of entity could be a physical sponsor. Generally speaking, you see it more calmly and just five a onesie three entities, because they’re able to get those contributions that can offer a tax deduction to individuals as well as bring in some private foundation grant. So you see it a lot with five eleven three entities, but as far as the mission of those entities or what it is that they’re doing this there’s no limitation on that, okay? And just we have just a minute left. Emily, where do we usually see this conversation begin? Does it does it start with the ceo of the of the sponsor thinking about bringing in projects or just started the board level where i think it actually starts with the project approaching on today’s out there that either have already decided to do it? But i think most commonly, it might start with the project. That is looking for a physical sponsor. Gene could shed somewhere like him and he actually sits on the board of community initiative, which is a physical. Okay, jean, we have just thirty seconds. Do you want to shed some light as emily cast it upon you? Sure, there’s a website called fiscal sponsored directory dot org’s, which is a good place to find a physical sponsor in your area or in your eyes. Area service. So that’s a good face to go to community foundations often engage in sponsorships and sometimes there sponsoring a project that our collaboration amongst many existing non-profit organization okay, we have to leave. I’m sorry, we have to leave it there. But that website again was fiscal sponsored directory dot org’s jean takagi. Principle of neo non-profit exempt organizations law group emily chan and attorney at neo-sage even emily, thank you very much. It’s. Always a pleasure will talk to you next month. And also, of course, want to thank rich fast for being on the show next week. We’re pre recorded because i’ll be on vacation in beautiful block island, rhode island next week. We’ll have. I had a great interview, but i didn’t get the job suzanne felder was with me at fund-raising day this past june. She’s, a consultant in outplacement for lee hecht harrison and she has advice around job search. Then, as i mentioned earlier storytelling with rochelle shoretz, founder and executive director of shark charette, they have built a culture of compassionate storytelling to help their members through their cancer diagnoses and treatments. Rochelle will have really valuable ideas on helping your charity create stories and who’s best to tell them, and she has her own touching story as a two time breast cancer survivor. Come, i want to shut out one more live listener love right here in the studio, indianapolis, indiana in the studio actually, carmel, indiana, to be exact live listener love in the studio, you know that i host a podcast for the chronicle of philanthropy? Did you know that? Did you know i do it’s fund-raising fundamentals? That one is a ten minute monthly podcast and it’s on ly devoted to fund-raising topics i have a summer siri’s going on on grantspace eking the latest is building relationship with foundation program officers, and the first two were researching foundations and writing winning proposals. It’s called fund-raising fundamentals you’ll find on the chronicle of philanthropy website. You’ll also find it on itunes, continuing to wish you good luck. The way performers do around the world last week was chalk us, which means chicken in australia, in slang australian do you remember why they say chicken? You’re gonna have to go back and listen, i don’t have time to tell you today from spain monisha merida, a lot of ship, it comes from the success of a play. People would arrive at shows by carriage and what pulls a carriage, horses and what their horses leave behind shit. So the more of that you have, the better your show is. So i wish you much mierda for the week. Our creative producers claire meyerhoff, with this kind of content it’s hard to believe we have a creative producer, actually. But there is actually is one but she’s not responsible for these language lessons and this performing that comes from janice taylor. So i want to thank janice taylor. Sam liebowitz is today’s 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. Oh, how i hope you will be with me next week. One, two, two p, m eastern on talking alternative broadcasting at talking alternative dot com. Durney dahna. I think a good ending. You’re listening to the talking, alternate network, waiting to get anything. Cubine hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks. Been radio. 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 two one two seven to one eight one eight three the conscious consultant helping conscious people be better business people. Buy-in 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 athlete 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 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 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. Dahna

Big Nonprofit Ideas For The Other 95%

Are You Listening To Tony Martignetti Nonprofit Radio?

“I have started to listen to this podcast after getting into a development role at a small Christian nonprofit. I have learned so much . . . I absolutely recommend this to anyone working in the nonprofit sector . . .” — A.D.D. on iTunes

I’ve been hosting the show for over two years.  It’s my weekly podcast, streamed live on Fridays at 1pm Eastern, then on iTunes early the next week.

I produce the show specifically for small- and mid-size nonprofits and I stay true to my tagline: Big Nonprofit Ideas for the Other 95%.

“If you are involved in a non-profit organization, you really need to be listening!”— J.C. on Facebook

“That was the best hour I spent all week, Tony! Thanks for making this available . . . Very good show!” — G.M.F. on my testimonials page

I know smaller charities have deep challenges.  I work every week to bring you the help you need.  If you have big dreams but a small budget–I promise you–you have a home at Tony Martignetti Nonprofit Radio. 

Each week, I pick the brains of trusted experts and leading thinkers on board relations; fundraising; volunteer management; human resources; accounting; finance; investments; donor relations; public relations; marketing; and considerably more.

To know each week’s guests in advance, you can get my weekly email alerts.

Plus, I’ve got this incredibly smart team of regular contributors!

  • Scott Koegler, the editor of Nonprofit Technology News, on tech for your office
  • Amy Sample Ward, membership director of Nonprofit Technology Network (NTEN), dishes social media
  • Maria Semple, The Prospect Finder, talking prospect research each month
  • Gene Takagi & Emily Chan, attorneys from the Nonprofit & Exempt Organizations law group (NEO)

“Nonprofit Radio is a great idea–we need it 24/7.” — L.F. on my testimonials page

The show has a LinkedIn group, where I continue the conversation and you can talk to guests.

“Worth watching!” (Poor woman was so excited she thought she could see me. I’ve gotten used to it.) — C.R. on Facebook

Check out Nonprofit Radio.  Big Nonprofit Ideas that will make you smart.

Here’s video evidence.