Tag Archives: philanthropy

Nonprofit Radio for August 12, 2011: Got Women Donors? and Lovin’ LinkedIn for Prospect Research

Big Nonprofit Ideas for the Other 95%

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Tony’s Guests:

Travis Fraser
Michele Walsh & Travis Fraser: Got Women Donors?

From the Fund Raising Day conference in NYC in June, we talk about successful initiatives to expand your female donor base through targeted and appropriate cultivation, solicitation and stewardship.

My guests are Michele Walsh from the U.S. Fund for UNICEF and Travis Fraser from United Way of New York City.

 

Maria Semple
Maria Semple: Lovin’ LinkedIn For Prospect Research

Our new regular contributor, Maria Semple, The Prospect Finder, is with me to share strategies for using LinkedIn to find people and organizations who can be your next employee, board member, donor or sponsor.
 

 

Here is the link to the podcast: 054: Got Women Donors? & Lovin’ LinkedIn for Prospect Research.


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Welcome to tony martignetti non-profit radio on friday, august twelfth. I’m your aptly named host tony martignetti hope you were with me last week when it was wild woman fund-raising i had mazarene treyz consultant and author of the wild woman’s guide to fund-raising she was with me for the full hour to share her thoughts about career social media grants, manship and mohr. We did our live first tweeting last week, and we’re going to keep that up this week when it is got women donors from the fund-raising day conference in new york city this past june, we talk about successful initiatives to expand your female donor base through targeted and appropriate cultivation, solicitation and stewardship. My guests are michelle walsh from the us fund for unicef and travis fraser from united way of new york city second half of the show linked in for prospect research i’ll be joined by our new regular contributor maria simple the prospect find her, she’ll be sharing strategies for using linked in to find people and organizations who could be your employees boardmember sze volunteers and donors. As i said, we’ll be live tweeting this week the hashtag is non-profit radio we’ll take a break, and then we’ll start with god. Women donors you’re listening to the talking alternative network. Neo-sage you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s a lawrence h bloom two, one, two, nine, six, four, three, five zero two. We make people happy. Zoho 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 durney durney welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand eleven at the marriott marquis in times square in new york city. My guests now are travis fraser and michelle walsh. Travis is director of mate gif ts for united way of new york city and michelle walsh’s, director of leadership gif ts for the united states fund for unicef. Welcome, thank you, thanks pleasure to have you, they’re seminar topic is success stories got women donors, and so we’re all about talking about female donors. Michelle, why are female donors important? Why are the important they’re important? Yeah, i mean, if you look at research even to start, which is where we were talking earlier today, it’s, they’re making up a larger part of the e-giving population than ever before. So i was just referencing an article earlier where in two thousand five was the first year that the irs had records that women were actually out giving men as a whole. I think it was sametz twenty one billion as compared with about sixteen or seventeen billion so and that’s already, you know, six years old at this point, but they have huge giving power and very often that they make their decisions differently, and we need to be aware of that and that they also are motivated differently, so i think they’re important because they do give and when they do give, they tend to mobilize people, so not only did they give their own funds, but they’re also generating additional support very often and travis. Of course, in the upper ages, women survive men on average, yes, moflow closer tonight. So? So if we’re talking about deferred or planned gift, women become critical because typically they’re inheriting their husbands, their husbands, states or a portion of yeah, yes, that’s that’s true, we don’t deal a lot with plant giving within our women’s group, and i think as our core group of members ages and we start looking broadening, i guess t younger populations, we might start making plans with four plan giving with them, but because of how we’re able to engage them and draw them closer to the organization, they really i thing translate into perfect prospects for for major get for plant gifts in the future. So, michelle, you mentioned different donor motivations women versus men. What are some of the differences that you see? I think that women as a whole, obviously only one particular woman relies right, but that if you look at women as a whole, very often they’re motivated by things that they can connect with and be involved with, so they’re motivated by family, they’re motivated by making a difference. We’ve noticed that it’s not usually being on a donor list or being on a donor wall, they also want to be a part of a community that’s doing something that has results so there really is a motivation about doing. Good in the world and what? What? That accomplishment iss okay, and how do you find that different than than the male donor? I think that it’s not as driven in terms of the connection. So seeing something and seeing what it’s doing hasn’t been as much of a motivator for men in that same when you can have more of ah here’s here’s the information this is what it’s going to do? Of course they want to know what the results are but it’s not as much of a desire to be engaged in the process. Okay, yeah, michelle, your work does include working with older donors seventies and eighties women in those ages. I would say that it’s across the board. So we’re looking at ultra high net worth individuals and that’s really are deciding factor. There are certainly maura’s. You get up towards those hyre age groups of people that have accumulated that type of wealth. I think you spoke earlier with some of my colleagues who were talking about the younger generation twenty one to forty, right? And so we’re looking, really hoping towards getting most of the people to million dollar giver is a leadership. Gifts for us is one hundred thousand, but if we’re looking at that group, they are going to be, you know, tend towards the older end of it, but the representation of what portion of that is seventy to eighty, you know, i wouldn’t know off the top of my head, but there are certainly some people in there that would be in that age group, okay? And when you’re dealing with women of that age, i’m trying to focus. We’re talking about dahna motivations what’s your experience with when the husband was the primary donor on dh he’s, now deceased, you’re going to the you’re going to the surviving wife, what’s your experience around their willingness to teo continue to give, i think i mean it’s so individual if they’re very defined and what they’re giving is it’s, you know, very often on lee really about honoring someone’s memory, but if in order to engage them personally is the only way that i think that you’ll be able to get to that larger gift on dh to be able to do that, we’ve had it in a couple of instances, but getting back to even what the data is. Is that women are making more of the decisions while they’re alive. We know, with the married spouses well, i think travis actually was talking about what i was yeah, yeah, don’t you want to, travis? I mean, there there have been some recent studies out that are really showing that women are making about eighty percent of all of the sort of household financial decisions, whether that be philanthropic decisions, just what they buy, what goes into the household there there really the decision makers and i i feel like as fundraisers, we’ve really been led to believe that they are making it in tandem as a couple on dh in some cases that’s, true, but what we’re really finding through some new donorsearch audis that that is that the female is thie number one sort of decider in that position, okay, even when do we know if that applies? Even when the the husband is the person with the primary relationship to the organization, you know, i’m not sure that it goes that the research goes that deep. Um and i think that anytime you have any part of a couple that’s, the primary relationship, you sort of deal with that primary relationship, but also tried to to engage the other spouse in any way that you can with the work because you really want to see that couple as, ah, holistic entity, you know, it’s it’s, not just one person, yeah, excellent and applies all the more if, if the if the husband is the primary relationship, you certainly do want to bring the wife in because, on average, she’s going to be surviving her husband? Yeah, yeah, you know, and i have to say that being at united way were somewhat unique because a lot of our donors give through workplace campaign, so we’re really dealing with one half of the couple we’re really dealing with the female leadership donor xero followers, or mohr and electing to do that through payroll deduction. So it’s really her decision of what she’s doing with her paycheck? So it really involves her more and what she’s interested in and getting into. I sort of heard interest areas, so that has been very interesting for us, especially in trying to branch out and look towards more individual donors who aren’t sitting in the workplace and developing strategies to get to those people on dh and people that are part of a couple and engaging both of them in the work that we’re doing and we’ve definitely found that. So you know, a number of our male board members and with our particular woman in philanthropy initiative it’s been female board members who have led the charge, but a couple of male board members who have really founded a great opportunity and excuse to engage their wives without them. S so where they’re not just dragging them along to an event that they’re like that’s your cause, but that they’re able teo to feel and ask the questions that they want to ask. Without that, what do you call it? A arm, candy or whatever, however you want to call it in either direction, but that there’s no one there to hold them back or push them forward to engage and it’s been a really good opportunity for us to have some good open conversations with the spouse without the key driver, the ky connection president, they didn’t think dick tooting getting ding, ding, ding ding you’re listening to the talking alternate network e-giving e-giving cubine. 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 looking to meet mr or mrs right, but still haven’t found the one. Want to make your current relationship as filling as possible? Then please tune in on mondays at ten am for love in the morning with marnie allison as a professional matchmaker, i’ve seen it all. Tune in as we discuss dating, relationships and more. Start your week off, right with love in the morning with marnie gal ilsen on talking alternative dot com hey! Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. Oppcoll zoho do either of you or maybe both of you work around getting volunteer engagement from from females? Is that a part of your work? Or was it all just related to financial giving? Our entire program is volunteer related thie group that i manage is called women united in philanthropy on dh it is managed by a group of volunteers who come in volunteers steering committee that really charts the course of everything that that does so how do you start to get people engaged in that volunteer steering committee? Well, it really has been through the work of other steering committee members, we’ve been around for nine years, and this is a women’s this women’s group. Yes, it started from a conversation we were challenged by a female donor, two who asked us what we were doing to engage female donors, and we didn’t really have an answer for her. So we had a female boardmember who was very interested in getting to an answer. So she opened her home. We took a look at our lists of donors and sent out invitations to a number of our female donors to come together for a round table conversation and what came out of that conversation was very core group of dedicated women who really wanted to build something, and from that, we’ve been able to build a program that really engages women in the topic area that we’re raising money for, which is youth empowerment, and we are able to really talk about the issues that were that that we’re working towards. We give them opportunities to volunteer in the programs to see their dollars at work. Andi have educational forums that bring together some some thought leaders in the areas of education and health so that they really feel like they’re a part of the philanthropic process and that’s really what we tried to do to engage our female donors. Travis foster fraser sorry is a director of major gifts for united way of new york city and michelle walsh’s, director of leadership gif ts for united states fund for unicef and you’re listening to tony martignetti non-profit radio coverage of fund-raising day two thousand eleven earlier, i said next-gen charity because we were because michelle, when we’re talking about a twenty one to forties it’s next-gen so it got me saying next-gen which way also be at the nextgencharity conference, but today we’re not they weren’t fund-raising day two thousand eleven, travis, do you see a difference in the willingness of male donors versus female in terms of the the time commitment, willingness to spend time? You know, i think that’s an interesting question, and, you know, i a lot of my work is with our our female group, but also with our young professionals group, okay? And i would say that in our young professionals group there’s really not that discrepancy between the amount of time to volunteer, the males and females of that generation are really wanted to eat together, and i would say that with with people that i’m working with on the women’s group there it is a little bit easier to get women out to volunteer opportunities because i think they just really want to see there the work in the fields, and and i think a lot of times, men, i can take it from you as the fundraiser to hear about what their work is doing. Our work is doing it. Michelle, do you see a difference between men and women in terms of their their desire for understanding outcomes? And what the impact of their gift is, is there a difference across the genders there? There probably is i think that women are often underestimated and their willingness to really want to do dig into the data and the financials and all of those pieces. And of course, if your stereo tell you, you know that they wouldn’t get it or that they don’t want to really spend time with a balance sheet or that they’re more emotionally driven or whatever the some of the negative stereotypes are on. Some of them were positive, but does though, right? But i think that women do want to understand what what the back end thinking is, and particularly as you deal with the higher end givers and the more sophisticated philanthropists, they know what they’re looking for, and there are certain delivery bols that they expect, and there are certain organizational structures they expect to be in place with their financial or otherwise, and they ask those questions, and they think very seriously about where they’re going to give their money, you know you’re going through, i can piggyback on that, you know, we have a group of our committee that comes in and meets with our program’s staff to really talk about what they’re doing and and what the investment that women united has made in united way is really is doing, and they ask the toughest questions they want to know exactly what the budget is. They want to know what the money is being spent on, and i think that that is the thinking that you were alluding to earlier is completely backwards. I think they really want to understand the entire issues they want from from costs of services to then what the services are actually doing, that they really want the whole full, holistic three sixty view of initiative. Michelle, you’re experienced. Yeah, and i would say that we’ve sound found more different is between sectors and where people worker identify themselves and professional sectors than male female. So, you know, sort of the hedge fund circle has a certain way of thinking about a problem, and they’ll come at you with a set of questions that are almost predictable, and lawyers have a certain way of approaching it more so than a cross gender lines. I’m not going to ask you to comment on your own individual situation is that united way or united states fund for your staff? Generally, do you see women adequately represent went on boards? So from where i said, i think there’s a couple of key pieces, one is that our ceo is an amazing female leader, and that has really set the tone and a lot of ways for not only supporting our initiative with women philanthropists but inboard leadership. So the four, therefore women, all board members, that air chairing our women in philanthropy initiative and the strategy around engaging ultra high net worth individuals to support the u s from for unicef, and they have all stepped up phenomenally, and i think it’s been critical in having those female representatives on the volunteer level onboard leadership roles, and they represent really influential rose rolls and the rest of their lives, and they’ve brought that to bear on this effort. It’s been absolutely critical about your travis do you worry about again? Not necessarily united way, but do you worry about there being inadequate representation of women on boards? I think there’s there’s more work that needs to be done, but i think that a lot of organizations are realizing that women make very, very strong boardmember is there much more thoughtful about the issues? They really want to understand the full picture of what is going on, and they don’t just sort of make those knee jerk reactions that sounds like an ideal boardmember and and, you know, i can say for the united way system, we recently did a survey of the one hundred and twenty different women’s leadership groups that united way has across our system, and what we have found, which is astounding, is that from the year two thousand seven to two thousand nine, which had the huge financial meltdown united ways that had boards with that were made up of thirty percent or more female participation, their women’s group grew about twenty eight percent in fund-raising and fund-raising and dollars contributed just versus those united ways that had less than thirty percent makeup of women on their board grew their fund-raising grew one percent. So really shows the power i think, of women to really come together, rally around a cause and get people to contribute at very, very critical times, i have to say credit to the person who thought toe look att that variable female representation on the board that’s not that’s, not a very and its outcome in fund-raising that’s, not by any means a typical variable that you would see and look at the outcome of the correlation with interesting let’s. See michele, in terms of let’s, talk a little about, like nuts and bolts. I don’t want to spend a whole lot of time on soliciting women, but we’ll spend a couple of minutes you have advice that’s particular to women about asking, you know, your your work is an ultra high net worth but not necessary, you know, generally soliciting women advice? I don’t think it’s any different than soliciting a man because i mean ideally still stations at that level happened face-to-face one on one and it’s doing good fund-raising and reading people’s faces and listening to the cues and paying attention to what they’re interested in and compassionate about or passionate about. Rather, i think in that regard, it’s all the same, some of the messaging and the way that we engage them leading up to that is where the differences okay and that’s, the stuff we’ve been talking about. Exactly travis, how about for you closing thoughts, i think, really, the only thing that i would add is just making sure that there is a really good next step for them to be involved in a substantive way beyond writing the check, whether that is taking them out on a program visit to go see see the work, whether they they’re volunteering at a school, whatever it is, just make sure that there there’s a really solid next up for them to get involved because they really want to get involved, okay? I just realized we have a lot more time than i than i thought you’ve done yourself. You had your seminar already today or it’s coming up, we had any provocative questions from the audience that you want to share around the subject. We’re interesting, yeah, i was talking to some of my colleagues and some of the other sessions and comparing notes on questions, and i think the one that i heard that came up in all the questions was sort of how to say no, no to a gift, no to the wrong gift or no to a donor who wants to direct very specifically, in a way, that’s. Not in line or give them right. They want to make a decision. That’s not really their decision to make and navigating that. What was your what was? Did you have that in your session or what? Wait. Okay. I know. I mean, i have one of the most important things. Is the fundraisers to know when to say no? And how does they know? And it’s? Not always easy and not everyone’s. Good at saying no, but giving people what we talked about is creating option so people feel like they’ve made it legitimate choice, but not beyond what your realm of possibilities are. So a multiple choice question as opposed to an open ended question where people can say, this is really what i want to dio bye still not creating the program from scratch and tweaking the little details, but giving them real opportunity to be a part of the experience as well the experience of of whatever the program is. So if it’s, you know, for us, it’s obviously in the field and international development. But, you know, even if it’s the question came from someone who was working in parks, even if it’s a parks project making them a part of how that plays out. How about you, travis? Any questions that came up in your program that you want to share one? Well, i think that that my group is able to direct the money at the end of the year that they raise, and that can create a lot of nervousness, i think, among program staff and really, you know, and i know it’s something that unicef does as well, we don’t just open it up and say, okay, you’ve got this big pot of money, where do you want to put it? You know, we we really bring them in so that they can meet with our program staff and give them sort of a menu of options of where we think they could have the most impact and take it from there because we’ve really been able to develop relationships where they understand that we’re going to give them what we think is bad that’s for the organization as a choice, and it really allows them to feel like they’re making a choice and have an investment in what we’re doing. But then, at the end of the day, we get what we need you at the same time, so the organization obviously has a role in setting expectations, managing expectations, sort of, and michelle is, you suggested the multiple choice question, constraining things so that people are not out out in left field success stories got women donors as thie seminar topic for travis frazer, director of major gif ts for united way of new york city, and michelle walsh, director of leadership gif ts for united states fund for unicef, travis michelle, thank you very much for joining me, thinking it’s been a pleasure to have you. This is tony martignetti non-profit radio coverage of fund-raising day two thousand eleven. That was my pre recorded interview from fund-raising day last june in new york city. Now we’ll take a break after the break. Tony’s, take two, and then, after that, linked in for prospect research, so stay with me. 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 hunters. People be better business people. Dahna this is tony martignetti athlete named host of tony martignetti non-profit radio non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing or mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing efforts. Their services include video production and editing, web design, graphic design, photography, social media management and now, introducing mobile market. Their motto is way. Do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com. Talking. Welcome back to the joe it’s time for tony’s take too, but first a reminder that we are live tweeting today, the hashtag is non-profit radio please join the conversation on twitter on tony’s take two this week. My block post is a test of google plus for your non-profit i was interviewed by new york enterprise report for an article on using google plus in small business, and i thought my ideas might help you to evaluate google plus for your non-profit now, of course, caveat, i’m not a social media guru expert thought leader, a small business owner. And so with that caveat, i’ll tell you what i’m doing with google plus and how i’m evaluating it, and you can see if that makes sense for your office or not. I’m really looking at the people who become my friends on google plus and the features that it ends up offering for the business profile pages, which is, you know we know them in facebook as a fan page. Google plus doesn’t have business profiles yet, but we all expect him to be coming, and google says they are coming within the next couple of months, so i’m going to be interested in who the people are, who joined me on google plus either because i invite them or they’re inviting me if they’re the same as the people i know on facebook, i’m probably going to be less likely to spend a lot of time, you know, keeping up a very active profile page on google. Plus, i would certainly have one, but how much time i devote to it is really what the issue would be on the same thing with the features. If it’s pretty much the same features as a facebook fan page, then i don’t really see advantage, but if it has some things that i’m looking for that i don’t see in facebook like for me, it’s ah good calenda ring application and a good, solid polling application like we can do in surveymonkey but built in facebook doesn’t have those things and it has polling, but not really a strong one, so if it has good features, i’ll be again more likely toe spend more time keeping a very active business profile page on google plus, so those are my ideas around evaluating whether to do that for my business, i don’t know if that’s of value to you, it might be in looking at google plus for your small non-profit um, you can see more detail about that on my block at m p g a d v dot com, and that is tony’s take two for friday, august twelfth with me now is maria simple. Maria is our newest regular contributor to the show. She’ll be on once a month. She is the prospect finder. Maria is an experienced trainer and speaker on prospect research and consults with organizations interested in finding and connecting with their best prospects for long term relationships. Her website is the prospect finder dot com, and i’m really pleased to welcome maria to the show. Welcome, maria, thanks so much. I’m delighted to be here. It’s a real pleasure to have you were going to be talking about linked in today. Lincoln has some new initiative for non-profits you want to explain what what’s up there? Yeah, absolutely so what’s kind of interesting about it is that linked in a little earlier this year, actually in may, haddon i po and so now they are actually deciding they’re going to dedicate some resource is in terms of against money, but as well as human resource is to the non profit sector now on ideo aipo means means what jargon jail mary-jo actually started issuing stock, they became a public company, so initial public offense and they actually launched something called lincoln non-profits solutions, and so what they’ve decided is that they have three point six million individual members who actually identify themselves as either employees or board members of a non-profit so they realize that there’s a tremendous amount of potential to help the nonprofit sector and they are actually i’m going to be helping people they back, they’ve launched a page called learned dot lincoln dot com forward slash non-profits, where they actually give the non-profits both as non-profit professionals, but also as organization’s best practices on tips and tools for how to make the most out of the lincoln for non-profit so they’re looking at both individuals and organizations, you say, and that that three point six million, i’m sure there are a lot more than that because there are one hundred million linkedin users, isn’t that right? Yes. So, yes, you are. But you know, what kind of interesting is that? They somehow been able to identify that there, there are, you know, the three point six million who are somehow connected to the non profit sector, right? Because i’m sure, based on keywords in their profile or just the way they what they identify their employer as, but i’m sure that’s low. I’m sure there are more than three point three and a half percent of the lincoln community working for non-profits but so maybe this initiative will will draw out some more. But even with that three point six million, yes, so they have this the the u r l you gave that’s the learning center, right? Yes. That’s correct. They have a specific learning center set up now for the nonprofit sector. And when you’re on that page, if you scroll all the way to the bottom, they actually have a contact a cab. So their interest sted in hearing from non-profits selves non-profit professionals and organizations and board members as to how lincoln can best serve the specter. So they are open to feedback at this point in their formulating this as they go along and you spoke with someone who’s in charge of this non-profit initiative. That lengthened in you? Yes. Somebody who has recently joined linked in his name is brian breckenridge. And he is heading up the new program there. And he’s, you know, he’s very excited and he’s very open to learning from the nonprofit sector. About what, how they convinced serve the non-profits and so since you had a spoke to him recently, any inside track about what we might be seeing the into the future? Well, i don’t have any specifics to share with you, but i do know that they are planning some interesting changes, hopefully that they’re rolling out in the next, you know, in the next couple of months so it’s, you know, they’re they’re formulating this, they’re looking, they’re taking in and looking for feedback at this point and anything that they can do the best help a non-profit sector they’re looking for that feedback at this time, and then they’ll be looking to roll out some new initiatives, i think okay, and you see value in the lincoln non-profit solutions for prospect research. Absolutely i do, you realise linked in for prospect research and for prospecting. So i utilize it in both, eh? Proactive sense as well, as in a reactive okay, let’s distinguish between prospect research and prospecting. What do you mean, weird? When you say those two different things differently? What do you mean by both? By each? Okay, so if i’m doing research on a potential major donor potential boardmember for the for a non-profit and i have the name of that individual lengthen is definitely one of the places that i go to to try and formulate my profile on that individuals. So that is what i would call reactive research. I have the name of someone, and this is one of my tools that i use to do prospect research. Now proactively you, khun, take linked in and use their advance people search feature to find people who might be suitable for your non-profit for connections in a variety of situations, they have a keyword search. You can focus your search down to within a radius of your zip code of where your non-profit is located, you can focus your search down to specific industries, so if you are looking, if you are let’s, take the example of a on environmental group, right let’s say they are looking to connect with more individuals in their community who are involved in some sort of environmental services so they would be able to conduct this search. Now, obviously, when you conduct a search on lincoln, first of all, you have to have your own lincoln personal on dh. This is using the advanced certain advanced search. Is that right? That’s? Correct. Have on the right on the upper right hand side called advance. Okay, you quick, matt. It opens up an entire new search screen that most people haven’t really access, you know, realize it’s there. And the more rich your own network is, the more people you are connected to, the richer the search results will be for you right now. If i were, let me give you two very contrast examples. I actually happen to have over five hundred connections in my lengthen network. So my search results would be drastically different from somebody who is a very new to lincoln and only has a network of, say, twenty, thirty, fifty people. Because you’re always shown how many degrees you’re separated from someone. So the more people i have in my network, greater search results going so so you mean when? You’re doing this advanced search you’re searching all the hundred million people in linked in and it’s telling you which of those are in your first degree, meaning you’re connected to them directly, which are too removed from you, which are three removed from you. Is that what you think you were searching the whole population of linked in? You can. Yes, but you can ask lincoln to just focused down the search results for you to the people you might be first degree connected to second degree or perhaps where you share a group membership. Because there you’re going to be ah, lot closer. You have a lot closer of an affinity and making the one toe one connection may be easier for you. Ok? Suppose you that’s really rich that you can search the whole hundred million. Suppose you find somebody who’s two degrees removed from you and they seem like a very good i don’t know. Maybe maybe we’re provoc betting for board members. Let’s say, for this, for this environmental group that you suggested you see somebody to removed from you. What? Explain what that means. And then how can you try to meet that person? Okay, tony let’s say we come up with let’s say, i do this search and i’m looking for environmental people who and i come up with a guy named oh, i don’t know john smith. And you and i are first degree connected on lengthen that much i know, but let’s say, john smith eyes second degree connected to me through you. That means he is both first degree connected to you. And i am first degree connected to you. So you are the common link between us, right? Ok, so that would mean john is a second degree. So, like those, like those kevin bacon seven degrees from kevin bacon movie. Right? Because he’s been in so many popular movies. Okay, so you can get to him through me, in other words, that’s. Right. So what did you do? How do you do that? Well, lincoln actually provide you with the the there’s a form that you can fill out so that a message would be sent to both john and to you. Looking for that introduction. I could look to be just connect with john directly and say, john, in my my request to connect, i might say john, you and i both know tony. Andi, i think we have a lot in common. I’d love to be able to connect with you here on lincoln. Always modify that that’s that standard introduction that lincoln provides to you never just go ahead and just use the standard intro, you realize those defaults aren’t aren’t very friendly, really there’s really bare bones, but so you’re allowed to your lot to connect with john smith your lot to contact john smith, even though you’re not directly connected to him. That’s correct. I could just send him an invitation to connect and just mention your name in my little intro is toe. Why? I think he and i might want to connect, you know, it’s up to him to accept my connect. Ction request? Sure. Okay, i see what you’re doing it through the request to connect. Okay. I see. On dh. Then the alternative is you could ask me to connect you to him. That’s. Right? I could ask you directly. I could go the old fashioned way. Tony, i could pick up the phone and call you and say, tony, you know, how well do you know john is? This somebody you know very well can you make some sort of a personal introduction even outside of lincoln through an email system. But at least lincoln’s provide you with the opportunity to identify potential boardmember potential donors in very specific sectors. Yes, the phone. You could pick up the phone and do it that way. And that way we don’t have to communicate through linkedin using their default messages or which we would really like. Anyway, i never thought that you could pick up the phone, imagine it could even have lunch and we could talk about it that way. Way. Imagine. See what? See what the web can do. Encourages you to pick up the phone. How do we had we operate without linked in years ago? I don’t know. So let’s, go back to the learning center. Um, yes. So they have. They have suggestions there for individuals and non-profits maria, we have just like a minute before a break. What are a couple of the not for profit? The organizational suggestions on unlinked in. And then after the break, we’re going to detail. Well, you could create a company page at no cost. So corporations, companies. Small businesses are doing this. We i highly recommend that a non-profit create a what they call a company page for their own. Non-profit, and they actually give the example of the american red cross that has attracted thousands of followers on lengthen and so other non-profits may want to check out what they have done. And, you know, look, learn from that and not reinvent the wheel. Ok, well, look att, the company profile and other things. After this break with maria simple, the prospect finder. Stay with us. You’re listening to the talking alternative network. Duitz are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com 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 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. 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 lively conversation top trends, sound advice, that’s, tony martignetti non-profit radio and i’m ken berger from charity navigator. Oh! And i’m tony martignetti and i’m with maria simple, the prospect finder we’re talking about using linkedin to find and connect with people who could be boardmember sze donors, employees, volunteers. So, maria, the advice that you were giving before the break is that a new organization could create a ah profile page that’s correct, and i would highly recommend that they do that and the reason tony is and and i’m not suggesting that they should set aside any of their other social media strategies and presences like that they might have on facebook or twitter, but what you want to be able to do here is this is lincoln is the professional network, so you want to be able to, of course, capture the attention of people who are in the business community. You don’t want to exclude this, so this is free, you know, obviously whoever is maintaining your presence on other social media’s would want to be able to set this up and you can upload your logo. You would be able to give a nice description about the organization, provide your website, there’s, even a mapping feature where they tie it right into google maps. So that people will be able to see precisely where your non-profit is located. So, you know, it’s free, and i think that they should take advantage of that. I think the lincoln says there about one hundred thousand non-profits that have company pages, there should be many more that’s, a that’s, a good number, but there should be a lot more. How specifically does this one do they? I mean, how do you create a a company profile or non-profit profile versus creating a personal profile? Well, of course, the help affection of of lincoln is going to be very, very helpful to you, but they also have here they give you some steps on how you might be able to do that right on the non-profit learning center that we talked about earlier, okay? And again, the girl for that is linked in dot com slash forward slash non-profits actually, it starts off with the word learn ellie, are there yet i left. Yes, thank you very much. Learn dot linked in dot com forward slash non-profits thank you. And now groups are very popular and non-profits can create their own non-profits can create their own groups and you couldn’t decide if the group is going to be a closed group, meaning that everybody has to be first approved by some sort of a group moderator thatyou’re going to appoint at your end or it could be an open group. And keep in mind that if it’s an open group, all of the discussions are open and searchable and people can just join the group without any type of moderation. That and what’s the value for having creating your own group after you’ve created your profile. Well, they might. It might be in an interesting way to host certain conversations around specific topics and, uh so they, you know, if you have, if you’re a large enough non-profit and maybe you are hosting even conferences around your specific topic, that is something that you can use the group for if you want to engage people in discussions, much like you might see discussions in other types of groups that people are on on linked in, but it would be very specific to the time of organization that you are in the population that you serve, and after you create the groups than you invite people to join is that how it works. Well, you can’t invite people to join. Yes. You definitely can do that and invite people who are already in your linked in world to join the group. But people are going to be able to find you once you are set up in a group on lengthen. You are now searchable as well. So i remember i was telling you about the search functionality. The groups are a way that people, you know, look for like somebody might look for a live networking group to join. Somebody might be looking for a group around this specific area that you serve. Okay, so yeah. So if your work is for the m r d d community, the mentally retarded, developmentally disabled, you might create a group around the service around dahna discussion around the needs about that for that community in your own communities, you could make it a very localized group. Yes, you can. Some groups are geographically localized as well. But you may not want to limit it to that. I mean, lengthen is a worldwide a phenomenon, if you will. So why not? Why not? Just open it right up and allow people? To tto learn more and you never know where that relationship is going to lead. Okay, um, they also have something called linked in recruiter for for job, for organizations looking for employees, how does that work? So what they’re doing is lincoln does have a recruiting solutions portion, which is a fee based portion to their service that’s kind of steep, isn’t it? Well, yeah, for some non-profits mean, what they’re saying in an article that i read is that they are starting as low as four hundred dollars a month when you could be a little steep saw non-profit but they are, you know, offering these recruiting solutions, if you will, at a discounted price for what they would offer the for-profit world, okay, and that’s, if you’re looking for employees that’s correct, if you look nufer employees, they have they have sort of three separate sections, one is called lincoln recruiter one is called jobs network Job slots and the other 1 is called career pages. Okay, let’s, talk a little bit just in a couple minutes we have left about the offerings for individuals who are in non-profits what what’s the advice that that the learning center gives for individuals. Well, you definitely want to make sure that your profile is as one hundred percent complete as possible. So you want to make sure that your profile itself is rich so that as you go out and try and make connections with people, you will be able tio look like somebody, obviously, that other people really want to connect with that you are a thought leader within your own community, if you will. And so it’s really like a resume on steroids, you know, your opportunity to really shine and stand out from other people, so why not make it that way? Using the status updates, i’s a great way to let people know sharing articles, having to do with sector that you serve if you are a speaker, it’s a great way to let people know where you’ll be speaking, especially as it relates to your subject matter area on dh, especially if you do a lot of speaking on behalf of your non-profit it will let people know where you’re speaking either virtually and webinar format or, you know, live format if people are looking by the way tony and forgot to mention earlier fremery we have just about it, we have just about a minute left. Ok, on the resource is page of my website of the prospect finder dot com i do have a downloadable maria samples top five tips for prospecting with lincoln, so if they’re interested in some general tips about lincoln for themselves on a personal level, this will help them. I think you also learn how to use some of the more advanced features, all right, thank you for sharing that resource page that’s really all the time we have that is maria, said pompel the prospect finder again, you’ll see her at the prospect finder dot com, and she’ll be joining us once a month to talk about her advice for prospect research. Maria, welcome to the show as a regular contributor and thanks for today. Thank you, tony it’s been a pleasure next week, we’re going to lead the leader’s motivating your board to fundraise. Another interview from the fund-raising day conference last june, the consultant, andy robinson and carry kruckel, whose vice president for development and communications at w n tv reveal how to move your board to be the best fundraisers they can be. And the second half of the show explaining earned income are legal contributors jean takagi and emily chan from san francisco. Breakdown what earned income is why it can be good white-collar be bad, why you need to understand it to protect your non-profit and keep it out of trouble that’s what’s coming up next week, you can keep up with with what’s coming up week after week by signing up for our insider email alerts on the facebook page. While you’re there like us and become a fan of the show, please, you can listen to tony martignetti non-profit radio on the device of your choice. Any time you like. By subscribing on itunes getting the automatic download, you’ll find that at non-profit radio dot net on twitter. You can follow me always use the hashtag if you want to talk about the show and the hashtag is non-profit radio on twitter, our creative producer is claire meyerhoff, our line producer and the owner of talking alternative broadcasting his sam liebowitz. Our social media is by regina walton of organic social media. This is tony martignetti non-profit radio. I hope you’ll be with me next friday one to two p, m eastern, on talking alternative broadcasting right here at talking alternative dot com cerini. Do you think that shooting getting dink, dink, dink, dink? You’re listening to the talking alternate network, waiting to get you thinking. Cubine looking to meet mr or mrs right, but still haven’t found the one. Want to make your current relationship as filling as possible? Then please tune in on mondays at ten am for love in the morning with marnie gal ilsen as a professional matchmaker, i’ve seen it all. Tune in as we discuss dating, relationships and more. Start your week off, right with love in the morning with marnie gal ilsen on talking alternative dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? 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Nonprofit Radio for August 5, 2011: Wild Woman Fundraising

Big Nonprofit Ideas for the Other 95%

You can subscribe on iTunes and listen anytime, anyplace on the device of your choice.

Tony’s Guest:

Mazarine Treyz, consultant and author of “The Wild Woman’s Guide to Fundraising,” shares her thoughts about career, social media, grants and more.

We’ll be live and taking your calls for this wild woman from Texas.

Here is a preview of your book for you to browse.

The Wild Woman’s Guide to Fundraising by Mazarine Treyz

This show’s survey is now closed. Thanks to everyone who took a minute to answer the questions.
 

Here is a link to the podcast: 053: A Wild Woman’s Guide to Fundraising.


Top Trends. Sound Advice. Lively Conversation.

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

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

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

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

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Hey, welcome to tony martignetti non-profit radio for friday, august fifth i’m your aptly named host, you may recall, and i hope you do that. Last week i had a conversation with darian rodriguez hammond. We talked about his book non-profit management one o one and the nationwide social media for non-profits conferences that he hosts, and it was also so you want to start a non-profit we welcomed our new legal contributors, they’ll be regular on the show, jean takagi and emily chan from san francisco to explain the ups and downs of starting a non-profit what are the alternatives to creating a non-profit how do you get five? Oh, one c three status what you’re getting yourself into if you go ahead, that was all last week, and this week it is wild woman fund-raising mazarene treyz consultant and author of the wild woman’s guide to fund-raising is with me for the hour to share her thoughts about career, social media grants, manship and whatever else we get into, we’re live and taking your calls and twitter posts for this wild woman from texas on tony’s take two at roughly thirty two minutes into the hour six essentials for startup planned giving program from my blogged right now, we’re going to take a break, and when i return, i’ll be joined by mazarene treyz. We’ll talk about wild woman’s guide to fund-raising. Stay with us. You’re listening to the talking alternative network. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set two one, two nine six, four, three, five zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. 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. 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 to tony martignetti non-profit radio. I am joined now by mazarene treyz mazarene is a consultant to non-profits and individuals based in austin, texas. She’s, the author of the wilds woman guide to fund-raising published by chatter ranga press she’s worked with non-profits since two thousand. Won is a frequent speaker on topics related to fund-raising board improvement, career management and mohr and it’s. A pleasure to welcome mazarene to the show. Mazarene treyz welcome. Ok, thanks, tony it’s, great to have you the wild woman happy to be here, it’s. My pleasure to have you the wild woman guide to fund-raising what is a wild woman and our men? Welcome in this community because this handup being assured. You know, i made it because i was kind of describing myself. One of the things i think it’s important for fundraisers to be able to do is to speak the truth and that’s kind of difficult sometimes when so many people are looking to you beauty. Yes, person. So i just wanted to say, you know, it’s a wild thing to do to actually be able to say, hey, here’s what’s really going on? Let’s fix, you know? Instead of just trying to pretend everything is fine, that’s what wild me and go while you can apply to anyone involved in fund-raising not just women, obviously, of course. Oh, yeah, that’s, that’s fine in my book that just to help people, you know, navigate the situations that might come up in a fund-raising environment and as the title suggests on but you explicitly say you wrote a fun primer. Why did you feel the community needed a fun primer? I don’t know, i don’t wantto, you know, name any names, but i liked it a lot different fundrasing books and didn’t really speak to me. They were they were being kind of dull, and they just sort of there kind of plotted, and i wanted to make something that was more like hands on how to when i first got into the field and nothing i thought fund-raising which brand? And i realized, wow, it’s marketing events, social media it’s always thinks that, you know, i had no idea about when i first started, and i wish i’d had a book that would just take me through it step by step, including, you know, how to get a job a swell. As you know, managing were put conflict and, you know, even doing some efficiency practices called, like, you know, from lean management techniques. And your book covers all those topics you just talked about, andi, i have found, and i’ve interviewed other authors who feel the same way that in the not so distant past, you know, the books were very theoretical, conceptual and not so much do this. Do that just last week, darien rodriguez haman he edited a collection of that. Those types of articles written by thirty three or thirty five other people. You know, this is what to do. Do this step, do that step, then do the third step. And i think your book is very much similar. You have a lot of detail in it. Not theory. Yeah, yeah. That’s the start of the chapter. It says what it is, what you need to do it when to do it and then what to do specifically it’s just all on the first page of each chapter. And then you can go through and get more details through the whole chapter. And then i also have, like, a cd in the back. Of the book that, you know has template and things that will help people just apply it immediately to their fund-raising office because honestly, yeah, theory doesn’t work so well for me, i really prefer, you know, tell me what to do, i just want to get it done, you know, everybody stop for time these days, and yeah, i wanted to acknowledge that and that’s the need in small and midsize non-profits yes, so you start with you open with your you and your family background, and i think that’s interesting. Why? Why do you want people to do some sort of self assessment? The reason i decided to begin it that way is because i think that before you can start to fund-raising you have to acknowledge where you come from, and some people are very comfortable from a upper middle class background. Other people are working class, and i know that this is acknowledged in england more but there’s more clash consciousness, but in america it’s, much less so on dh. So what? I want to help people understand woz when you’re talking to people across all different economic strata for your non-profit acknowledge who you’d be. More comfortable talking with and who? I’s going to be kind of hard for you to talk with, you know, for whatever reason, and that way, you will be a better fundraiser, because you’ll acknowledge your biases. And, yes, you’ll understand what your biases are, recognized them and and deal with them, because, of course, fund-raising is all about relationships, so it helps to know where you’re coming from, and that helps youto understand others. I think definitely, yeah, i mean, i wish more people were just sort of examine themselves, you know, and say, wow, you know, i really enjoy talking to ceo, but you know, somebody in our program team, i’m having a harder time where, because of, you know, there was a class background, you know? So, so let’s, let’s, talk a little about, just sort of a teaser, because we just have about a minute before ah, break about career, you know, getting getting that job. Why don’t you tell us quickly? And then we’ll talk more in detail after the break. What’s up. What? How wow story. Okay, what how wow story is a story that helps you understand what you bring to the table and help you communicate that to somebody who might be hiring you. So you tell them what you did, how you did it, and then the wow at the end is oh, wow, you know, it could be something from your personal life is not to be professionally related thing, but it does help you get a job in any field when you can articulate you know what the well was and how it illustrates a quality that you have, whether it’s tenacity being a good researcher or whatever i’m with mazarene treyz she’s consultant and the author of the wild woman’s guide to fund-raising we’re live and taking your calls eight, seven, seven, four aito for one two oh eight, seven, seven, four aito for one too, and we’re also live tweeting use the hashtag non-profit radio if you want to talk to me and mazarene we’re going to take a break and then we’ll continue talking about career and wild woman fund-raising you getting anything, including getting thinking things you’re listening to the talking alternative network duitz getting anything duitz cubine 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 feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com looking to meet mr and mrs wright, but still haven’t found the one i want to make your car relationship as fulfilling as possible. Then please join us, starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. Talking alternative radio twenty four hours a day. Welcome back, i’m with mazarene treyz the author of the wild woman’s guide to fund-raising some of the the sort of a little provocative and certainly fund that she has, you know, she’ll have chapter title and then there’s something in parentheses. I’m saying, i’m saying she like you’re not here mazarene i’m sorry, you you will not like managing volunteers. Wild women motivate events a k a kicking ass and throwing parties phone a thon. Yo what’s, your ring tone love that love that on there and there are other so we’re talking about the career chapter a little bit or one of the crew chapters, you know, getting the job you recommend interview questions for people to ask of the non-profit and whether it’s, the executive director or the person that they might that might be supervising them directly if that’s, not the executive director, some of those questions were interesting. What, like, why did the previous person leave? And the boss’s management style? What? Why do you why do you encourage these sort of pre programmed questions? Well, you know what has to be a two way interview? I mean, think about it, you know you want to know what situation you’re coming in, too, to see if they’re setting you up for failure or not, you know? I mean, ideally there not right, but if they ask you to raise a million dollars in the previous year, they raised under half a million and you’re one person shot bob that’s a red flag, if you ask simply, you know, how many times is this suspicion been filled in the last five years? And they tell you a new person comes every year that’s another red flag. So you want teo not necessarily say why the last person leaves, because they might be you’re really defensive at that point, but you do want toe ask, you know, fidelity questions, you know, kind of danced around a little bit, but, you know, get your answer that you need to get the, uh and also, you need to know kind of like how often you want to meet with your boss and one of the sad things about really small non-profits sometimes communication could break down very, very quickly when you don’t have weekly meetings that’s been my experience and for me personally that the management style i prefer i like weekly meetings to just, you know, check in with somebody and say, hey, am i on the right track here? You don’t have taken our could take fifteen minutes, but you just want to make sure that you’re not going off the deep end, you know? And and i think that when you let those slides, for whatever reason, you increase the likelihood that things were going to go awry, and you’re going tohave, teo, you know, cover your pass or, you know, you’re gonna have teo really try tio, you make up things that you didn’t know you were doing wrong, you know? And, you know, some of that gets teo setting expectations correctly, too framed and so let’s, talk a little about that. So the you talk about expectations and boundaries? Yeah, definitely. So boundaries are really important in relationships and in business, and, you know, you may have seen the recent mother jones cover article called soup, you know, speeded up for no more pain it’s basically about super job, where on i did long about this as well, and my blog’s welchlin fund-raising dot com, but a lot of these one person shops are essentially super jobs, which means you’re doing the Job of 5 or 6 people and when you said expectations in the interview and they say, okay, well, you’re gonna manage the volunteers, do all the events, all the grants, uh, and you’re going to major gifts and you’re going to dio give planning and plan giving, right? And you’re going to dio, you know, all of the appeals, and you’re going to do the newsletter and the graphic design i mean, you have to manage expectations even in the interview, tony, and you really have to say, look, you know, i’m really good at these three things, and i feel comfortable doing these three things, and i would like to know if there are plans to hire more people to do these other things that you seem to think i should also feeling, because, i mean, you might think that’s suicide, but it’s not because when you teach people that you have boundaries, you teach them how to treat you, and they realize that they have to respect you more than if you just lay down and took everything you know, what i’m saying? Of course, and plus, aren’t you? Let’s say you’re not getting success in this interview process, are you just better not having that job? If those are the kinds of expectations? Exactly? Yeah, definitely i agree, you know, you may feel like what? I have to take the job, i really need the money, but ask yourself, you know, on the last time you were really fulfilled unhappy, working ninety hours a week, you know, maybe not, you know, like, i’m not lazy, and i don’t think a lot of people in fund-raising aren’t lazy, but i think that there can be time when you know due to economic necessity, people are laid off and more casks are placed on people in the profits, then reason we should be placed a mouse on don’t anyone listening can relate, but that it’s not just happening non-profit checker but if you read mother jones article or my blood post about it, you’ll see that it’s happening in air traffic controller sector nursing lecturers at universities, hotel maid ah lot of people are feeling the squeeze, and i really feel like we have to push back about that on those air. Very interesting, very recent examples we can’t take. Your calls from mazarene eight, seven, seven, four aito for one two oh, and we also live tweeting and we’re getting some tweets were goingto talk about blogging and a couple of minutes andi will get to the subject’s people are tweeting about the hashtag two uses non-profit radio all one word yeah, it’s interesting. You also talk about communication in the small shop and the thinking for someone who hasn’t worked in one would be we must be talking all the time because there’s only two or three or four of us. But what happens in that small shop is everybody’s off doing so many millions of things that there isn’t enough office communication? So i think you’re your right toe and insist on weekly meetings. Thanks for saying that. You know, i would really love to have a what? How wild story about how incredibly, i changed office communications, but i don’t you know, i have to go back to your previous thing. I have a small anecdote. Teo, help people really talk themselves up in a non-profit interview. So, here’s what? How? Our story that i did about, uh oh, gosh years and years ago now, but it’s still true i had i was working as a consultant for non-profit called the gentle muses in boston, massachusetts and i what i did for them is they all wanted they were argast working in hospitals, they also want to go out and work a senior living center, too. So i made a big list is senior living centers, and then i called them, i cold called them, and i got twenty knew gig about five per harvest paid gigs from about a week of calling and following up with people. So that was what happened on the wow is, you know, they got, you know, thousands more dollars from my outreach, and the organization grew stronger. So, you know, that will show, you know, your tenacity, your willingness to take risks on and tio make poll calls on behalf of your non-profit you know, and i think it’s important for any fundraiser to be able to do just even when you call and say thank you, you know that that’s that’s helpful, but it’s also warn people up for the next fifty something absolutely for after you get the job, you spent some time talking about career well. Not so much career, but really conflict in the workplace on and i think that’s interesting you you talk about rank is, um on dh define rank is, um, is abusive behavior toward those who have less power? I’m paraphrasing, why don’t you distinguish for us between the somebody rank ists and the nobody rankest i’d love tio um so where i got these thought constructs was from robert fuller’s book, and he wrote a book about somebody’s in nobody’s and another woman who’s bash name i can’t run right now, but she was about to do battle between somebody and nobody’s they they’re trying to create a dignitary in society. So what that means is try and treat everyone with dignity, not just the person above you or, you know the person was convenient to be treated like me, you know, treat everybody with dignity and respect. You know, whether it’s back-up probono partner or somebody who’s receiving your services o r know somebody on the street that you meet or volunteer in your own organization, and the differences between somebody’s and nobody’s is, uh, somebody rankest will try to make the people around them feel like they’re less than what they are. So there are, like kind examples in my book, but some of them are the seeding giant, the tyrant, the number, the gate keeper on dh. So for example, if your boss never says a loaded recorded by you that’s a number rank that they’re pulling now it could be your secretary doesn’t have to be your boss. It’s just an example. Others somebody rank you could be well, that’s set up somebody’s and then nobody rank. It could be how people react to use treatment so it could be the dog kicker that’s a nobody rank uh, somebody who’s going to pretend it’s not happening. The watcher uh, so people react to bad treatment in different ways. There’s also the retaliate er somebody who’s going to try to get back at the person who, you know did that to them, the avenger. But the two franks ok to pull our the persuader and the activists. And what the activist does is acknowledges the rank is, um, that’s inherent in the structure. And you’re just what people are doing anything and then persuading other people to acknowledge it, too, and try to make a difference set. Of rules, whether it’s in the employee handbook or just, you know, acknowledging what’s happening in the moment on and actually, sixteen countries have outlawed rank is them in the workplace, and they’ve actually, you know, nailed it down, and they’ve made it clear this is what it is and here’s, why we’re not going to tolerate it and it’s grounds for dismissal, but in america we haven’t managed not even once they diminished outlaw that yet, and i think, you know, that really contributes people quality life as well as you know, we’re pretty happy mazarene treyz is with me. She is the author of wild woman’s guide to fund-raising you’ll find her blog’s at wild woman fund-raising dot com you talk about managing up and you you encourage. Well, actually, you say wild women buck the system and we’re going to encourage fundraisers to be activist, which you’re talking about and to manage up. And i love this quote, if the staff are all burned out, you have to look at the person holding the flamethrower eleven you’re laughing, that’s great! I hope the audience is laughing too, because that’s a quote from the book where and you might even be looking at the executive director. Of course, right, you might. Yeah, and i just want to emphasize that this book could rank you could be anybody. It’s not just the top people. I just i just want to emphasize that. But if staff are running himself ragged, you know, is it because you need ten people, child? And you really do need to hire more people? I mean, then you do have to look at the senior leadership, you know? And you khun sort of get clues to the to whether there are problems by asking the i think insightful questions that you recommend in the interview. So, you know, absolutely the interview should be a conversation, and i agree that you’re gathering research about the organization just like they’re doing their own research on you. And you, khun try toe at least, i think, minimize the likelihood of walking into a bad situation where everybody has burned out bye bye having that asking those sort of probing questions in the interview stage. Yeah, and, you know, if they aren’t ready to answer them, you know, they just seem really shocked and taken aback when you asked. You know, uh, what are your strategic goals or what are some difficult decisions that you need to make right now? Um, then you just might want to ask yourself. Look at the contents of these simple questions that can’t handle them. Then do it dahna work to the place. I mean, you want to make sure that they’re being straight with you from the get go. Another more red flags, right? Right, right, right. Yeah. But a lot of these interviews go really well, they say, you know, if you can ask them, how do you celebrate what’s working here or, you know, how do you ah, manage conflict here or cool? I learned from an owl. You know, if you can say those three questions that will just a view so much time. I mean, if they say you’re not gonna learn from anyone, we don’t celebrate what working at all and whoever has a conflict, if they look uncomfortable that point, they talk to each other, you know, then you have to understand that sometimes people are prepared your questions. And they might also not be telling the whole truth about that. I pulled the listeners before. The show asking in the past six months did you have an office personnel conflict that bothered you? And ninety one percent said no. And then and then a small ten percent our nine percent actually just said said yes and it was handled well, nobody said yes and it was handled badly. So thie the audience is either not admitting to or his is all living or working in mostly working in very congenial places, at least in the past six months. So that’s pretty cool. Yeah, well, i’m really happy to hear that your listeners are good places and hopefully they stay yes, let’s turn a little bit tio social media before we take a break in a couple minutes, we well, the one of the poll questions also came actually directly from your book. I love these categories that you have. I asked on the web, are you whether you’re a creator, a commenter, a collector, a joiner, a seeker, a spectator or inactive? Nobody said, inactive and the most most popular, but close to sixty percent said that there’s, a creator of a blogger, webcast a website or something, a podcast or something similar on dh. Then sort of evenly distributed among spectators who like to watch and joiners who like to join groups and commenters who like to comment on other people’s videos and blog’s, we got a live tweet asking about how do you get the courage to blogger mean, blogging is a simple element of, well, an essential element of social media is not simple, so someone asks, how does she developed the courage to blogged? Okay, i’ll tell you right now, you’re blogging for your organization that’s totally different blogging for yourself. I developed the courage to block because i was angry and i really didn’t care anymore. If i ever get a job in the field again, i was like, you know what? I really just think you think you could be said, i’m going to say them, i hope people see me for who i really am and, uh, cheers understand that this is the package, you know, i feel like fund-raising they’re more respect, and i feel like, uh, we have a sort of a responsibility. Teo, speak our truth and tio organized for a better doctor mazarene way have to we have to take a break, we’ll come. Back. But i think the lesson there is be passionate. Give a damn about what your blogging about. Yes, we have to take a break. Of course. Mazarene will stay with us, so i hope you do, too. You’re listening to the talking alternative network. Are you feeling overwhelmed in the current payoffs of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics. Politically expressed buy-in, montgomery, taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com 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. 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 to tony martin, any non-profit radio we dio, i’m jonah helper, nari team in co founders of next-gen charity zoho. Those are the nextgencharity boys on i’ll be at the nextgencharity conference in november before the break, i forgot to mention it’s tony’s take two first so mazarene take break just for a couple minutes. I get to talk for just a few minutes about this week’s block post, which is six essential elements for startup planned e-giving program my blog’s at m p g a d v dot com the three things that i think you need to have in place before you can start a plan giving program are the first of the of the first three of the six at least ten years in history the organization’s history because think about it you’re asking someone to include the organization in their will at the most basic level, those the most common type of plan gift, or maybe some more sophisticated a state plan, and so they have to be comfortable that your organization is going to live longer than they do so an organization is just like two or three or four years old. Of course, everybody hopes that it’s going to live forever, but a donor talking about putting you in their state plan really needs to be more confident than you know, then just a hope. So look for that at least ten years. History in the organization. Consistent donors over fifty five, fifty five is roughly the age when people start thinking about using their estate plan as a charitable vehicle. May we certainly should have a state plans long before that, but as a charitable vehicle that’s roughly the age, though, and you need some consistency in in there, giving among those people over fifty five, meaning that they’ve been supporting you for a while, not necessarily at high levels. Definitely not. Thank you very much. That was great applause. It is a brilliant idea. I agree. Nobody knows where that nobody knows where that applause came from. Sam doesn’t know, but i appreciate that that’s more than i got when i did my stand up comedy board support. Your board needs to be behind every significant initiative in the organization without exception. If you’re going to inaugurate a planned giving program that’s a significant initiative your board needs to be behind it, and they ought to be thinking about their own plan gift for the organization. So those are the first three of the six. The other three are how to get started, including marketing. And starting with requests. Again, you’ll find my blogging m p g a d v dot com. And that is tony’s take two for friday, august fifth, bringing mazarene treyz back. We just gotta laugh. Thank you very much. He gave me a laugh. So we were just talking about yes, the courage to block and blogging about something you love, right? Oppcoll? Yeah. I started my block because i wanted to promote my book, but i realized that it was so much more than that. It was a way tio reach out to people, the partner with people to help people in whole new ways. It cubine thought of, like, starting a newsletter, i know you haven’t e newsletter because i get it and i really love it. Thank you. You’re welcome on dh. So and part of what we’re talking about is being that activist, and we actually got some live tweets from at pamela grow and at powerful har they love the fundraiser as activist, and so you’re block was just another form of your activism, right? Definitely, yeah, i think so. I mean, think about it if you want to change the world, you’ve gotta have money to do it, you know, that’s the bottom line, and so everyone should be concerned about how to get money to make the changes they want to see, you know, and that’s why? I think everybody in the nonprofit organization should be involved in fund-raising in some way, we don’t advocate their responsibility to make sure the organization continues. Teo, for bilich mission you advocate something in the use of social media that you do very widely throughout the book, which is integrate the online and offline. As you mentioned, your book has, ah, disk that comes with it. They’re also numerous references to your blogged for additional articles on specific topics. What so, as non-profits are struggling with what to do thinking about social media. How should they be integrating the online and offline? I love that question. Why? There’s a lot of ways to do it, for example, just with plain old stewardship there’s freeways to thank people online right now if you’re not already thanking your donor’s, obviously the ones that don’t want to be anonymous. If you’re rethinking them on twitter, facebook, lincoln and your lincoln group and on your blogger and sidebar of your website, you’re missing an opportunity, teo cultivate them so that you can ask again so i would definitely recommend that people who are involved non-profits just get twitter, facebook and lincoln accounts for that reason. If no other reason you don’t have to be a techno with to thank people online and dc shout out if you go to twitter splash dc shout out they do that constantly, they just saying people all the time in their twitter stream and it’s, very powerful, and they just say, here’s, what this person gave you know, d c what? What organization is that you mentioned there in d c? I think i actually forget with the organization of that story i used as an example, but if you just go to their web page, i mean go to their twitter stream, you’ll see. There are things that that organization could do if they just have five or ten minutes a day, right? Yeah, yeah, i mean, you could use what’s called a hoot suite dot com and it’s a church o t, as you know, i e thank you for explaining because i wanted to keep you out of jobs, hoping to keep you out of jargon jail all day, and you just did it for yourself. Some people may not know who sweet ah lot of people do, but yes, and so what does who sweet do? Well, it helps you schedule all of these updates to these different social networks, so if you’ve got five minutes at six pm and you, you want to thank people across facebook, lincoln and twitter, you could do that just by putting these little boxes and do it all at once and you can set it up to be whatever you wanted to be could be a week from now could be a month from now on dh so if you had a big major donor who doesn’t mind being publicly saying and you want to say thank you so much, major donor act for your generous gift of ten thousand dollars it’s really going to help the kids do? Why you know, then that’s that’s that conflict tweets are you want to shorten it up? You could do that to you could make a link to the blood post that talks about it or whatever you want to do or even media coverage. So when you see that there tools and please that make it easier for you to not have to spend all your time on this, you know there’s no reason not to regina walton, who does the social media for this show uses hoot suite what’s, another online easy resource for people who really just have five or ten minutes a day to devote to their their charities, social media, social networking? Well, what i would do is possibly participate in pamela grows a small mom profit chat on twitter, it’s on fridays, it’s two fridays a month from twelve to one and it’s the hashtag is sm np chat and if you participate in hashtag chats, you khun get your questions answered and so this one she has different teams each week, but you can also just ask questions in general, for anyone who’s there i’m often there she’s often there, she’s kinda like the grant grew i love her, and i think she was a wonderful person. I’ve never met her, but we met through twitter and twitters a place where you can make connections with people, um, that you would never have access to before, and i’ve actually talked to a lot of people that i’ve met on twitter on the phone, on dh even done business with them so it’s sure to be powerful tool to be involved in half czech chats, and then the other benefit from that, even just once five minutes out is that you’ll get more followers on the more followers you have, the more your broadcast radius increases so that more people care about what you’re talking about. Pamela grow is live tweeting with us. We’ve gotten some tweets from her and incredible coincidence that you should mention that because she and i were on the phone this morning before the show, talking about how i can collaborate using the show with sm and peach at so hopefully that thankfully that comes to fruition. Yes, yes, we’ll see. Well, of course, now pamela’s on the spot, because now i’ve broadcast that that i’m interested in doing that. So if it doesn’t come to fruition way, know which end the trouble came from? Hello pamela, you have some very simple suggestions for for websites or blog’s when the two are increasingly the same today. Like focus above the fold and testing your website, those air really some very simple things that that charity’s khun khun do quite simply right? Oh, yeah, yeah! So the foal in case people who are listening, i don’t know it’s the part of the green that’s above where you have to scroll down. So when you get your website before you click the right hand side to scroll down that that’s the top you’re upset that big doing all your work for you so that’s where your donate button should be the sign up for your newsletter should be on anything else you want them to do. If you want to look a good example of a website that does that you could look at mercy corps dot com or rather it m e r t y c o r p s dot org and they focus above. The hole? They have an army of development staff. I’m sure they got an army of staff as well, but that doesn’t mean that you can’t look at them and say, oh, yeah, we should still that, you know, it’s not that difficult. Look at the big non-profits better doing it right and say, how can we emulate what’s working? You know, the treats are coming in and one of welcome fundraiser beth to the show. She said she did not did not know about disease, that somebody, you know? Oh, well, you know, it’s okay, if she says she did not know about tony martignetti non-profit radio, obviously it does now, and i want to thank att dom di jones for tweeting about tony’s take two and repeating what the three elements are to get started on a plane giving program. So, thanks, all this live tweeting is cool. This is the first week we’re doing it. You’re talking about twitter mazarene but this is the first week we’re live. We’re for show where we’re live tweeting oh, i love that. So do i. I think we’re gonna keep it up. Um, we have just about a minute and a half before a break so let’s introduce the topic of grants, manship and getting grants. I pulled the audience before the show on, by the way, they’re always every show that’s live will have a link to the pole actually, now we’ve gotten smarter. Take that back. We’ll have the pole embedded in the block post for that week’s show, so you should be signing up or so you should be subscribing to the blogger mpg a dv dot com, because then you’ll get the post when they come out for it show and each live show, we’ll have the pole embedded within the block post altum so what did the audience say? I asked for those seeking foundation grants what’s the toughest part about a third said doing the research and about a third said getting turned down, and then it was split about twenty and twenty between complying with the submission requirements and finding time to sit and write. Nobody said complying with the guidelines after being accepted, so they’re all the listeners air, so ecstatic about having been accepted that they don’t, they’re happy to comply with the guidelines, so my guest is mazarene treyz and when we reach, he’ll be thinking about those poll results on. When we read return, we’ll talk about grants manship with her. So stay with us. You getting anything shooting? Good ending. You’re listening to the talking alternate network e-giving. Things. Cubine looking to meet mr and mrs wright, but still haven’t found the one i want to make your car relationship as fulfilling as possible. Then please join us, starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. Talking alternative radio twenty four hours a day. Oh, this is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing efforts. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is. We do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com talking. No. Kayman welcome back to tony martignetti non-profit radio with the author of the wild woman’s guide to fund-raising calling from texas mazarene treyz and the tweets are still coming in. I wanna welcome a v masters welcome to the show says had never heard of it. Now, obviously, has you can also post comments on the show’s facebook page. You know where to find facebook and then just tony martignetti non-profit radio you’re welcome to post comments. There were also were watching that as well as the hashtag non-profit radio so mazarene grants manship ah, a lot of people think that research is the is the toughest part. You have some good ideas about research and some resource is in the book. Oh, yeah, thanks. Well, in case anyone listening doesn’t know, you can use the foundation centers platinum database for free, probably in your town. If you go to foundation center dot borg flash i believe it collection. I could be wrong, but if you type it into google, you’ll figure it out. Yeah, they they have what are called cooperating collections throughout the country. That’s what you’re referring to? Precisely? Yes. And so for example, if you’re in austin. Texas, where i am, you can go to the central library and the second floor has free access to their platinum edition database, which costs over a thousand dollars a year, and you can get incredible amounts of data. Everything from who’s on their board do what they’re giving tio tio up to the minute, maybe even like every six months or so they’ll be updating us, or sooner if the downturn is effective giving and also, if you’re in portland, oregon, you could also go to the central library there and research grants latto second floor as well. That’s where i moved from thie other thing you would want to know about if you just don’t want to go outside because it’s really hot right now today, it’s like one hundred six here. And i know it is about for like much of the south. If you i want to see inside, you can use what’s called a nova search? No, the search me n o z a z like zebra, right? Yeah, like zebra. Exactly. The nose, the search and you can search foundations in there for free it also it will charge you too. Search individual but if you want your foundations, you could do that right from your desk wherever you are right now. And you can if you just want to start with small grants. Uh, that would be a good way to get your foot in the door for ah, different foundations and the small family foundations in your area. This is what i’ve learned from pam grow, actually, she is so good at this. Ah, and she said, you know, when you ask for too much in your first act, it’s actually really insulting to them, so even just asking for a thousand dollars is safer than asking for ten thousand as a first asked for a lot of these foundations. You have very specific advice about how to do the research at the foundation center, which i’m just going to plug him as well. It’s a nationally right now, probably internationally recognized outstanding resource for for doing grantspace research, you have some. Oh, and i should also want to say in a lot of the library’s maybe all the coordinating collection libraries throughout the country. There’s help! Right let’s talk about this briefly. They’re librarians that are trained to help you use the foundation search of the foundation center database? Yes, yes, there they are, and they will help you learn how to use it, whether it’s for corporate foundations or whether it’s just for private foundations. Thie other thing i’d like to mention is my very first fund-raising education came from the foundation center in new york, and i took a couple classes in how to look for grant and it was really useful, but well worth the money. If you’re in the new york city area, go take a class that really helped so let’s talk about some of your very specific advice on howto research. What is it we’re looking for when we when we’re using this great foundation, sent a resource, you are going to look for geographic area that they fund, you know, whether or not they’re located in that area, it doesn’t matter it’s mainly what they find so you want to put in your state, and then you’ll want to put in national, so if they give national grant that, that could still apply to you. Uh, if you’re in america, that isthe sorry if anybody tuning in is in another country, i’m not sure. What you do in canada, for example, but you start there and then and even go down the side of the condition center database, search and look for your key word. So if you are a non profit that helps people with developmental disabilities, you could look under a mental health, you could look under social services, human resources and then be even more specific under that. And you could also look at not just people who give me friend, but what grant have been given in the past with the foundation’s donorsearch which is useful because maybe they they aren’t necessarily putting it out anymore, but they used to give grants to someone in your town, and you might be able to go collaborate with them on a joint grant or talk to them about why they gave you them and get some i d but when they would be giving in your area again. So the key thing to do when you research is call them up. I’ve gotten so many people emailing you saying, well, how do i find grant? And you know, how do i figure out what they want the best way to do it? Is, call him up, call it the program officer and say, hey, we are this non-profit in this area doing this thing. Do we have a chance at this grant? And i’ll tell you, right then, yes or no or, like they’ll say, look on ly, if you know the relative of the chair of the board chair. Otherwise, probably not. I want to add that pamela grow tweeted that she’s found that even the smallest libraries participate in the foundation center collection. On her recommendation is toe reserve a day. So this is really it’s, not just in the big cities. Oh, yes, and what about way have just about, like, a minute and a half left? Well, like a minute left, it’s. Incredible. What do you what do you hope for the charitable sector? What do you what do you not see that you’d love to see in the charitable sector? I would love to see non-profit unions rising all across the country because i feel like all non-profit workers need to be treated better and they need to have more job security, and they need better health insurance, and they need to be compensated fairly for their mileage, and i feel like even the downturn we can offer people common courtesy he’s so i feel like non-profit workers need more protection, like just about every other worker in this country, and i’m sorry i’m getting all political on you, but that’s, really? What i hope is that we form or non-profit unions, we have the gideon our workplaces, and we make sure that the top people at non-profits make no more than in ten times with the lowest paid person name mazarene treyz you’ll find her at wild woman fund-raising dot com she’s, a consultant to non-profits and individuals based in austin, texas. Her book, the wild woman’s guide to fund-raising mazarene, thank you so much for being a guest. Oh, thank you, tony. I really love it and power to the people. Have a good day, thank you very much, mazarene next week, the female theme continues got women donors howto approach motivate and take care of your female constituents, and i’m going to welcome maria simple, the prospect finder, as our regular contributor on prospect research, so she’ll join some other regular contributors that we have next week. Maria and i will be talking about using linked in to find boardmember sze volunteers and donors keep up with that’s coming up! Sign up for our insider email lorts go to that facebook page, get the email alert so that you’ll know who’s coming up from show to show while you’re there, please like us, become a fan of the show and you can subscribe. Listen to the show at any time on itunes that’s it www dot non-profit radio dot net on twitter you can follow me are hashtag of courses non-profit medio i want to thank everybody who was tweeting today. Dan blakemore, emily chan a v masters dom di jones powerful her pamela grow there are a couple of others i didn’t get a chance to write your name down. Thank you for all the live tweets terrific, we’re going to keep that up. The creative producer of the show is claire meyerhoff, our line producer and the owner of talking alternative broadcasting is sam liebowitz, our social media’s, by the excellent regina walton of organic social media. This, of course, is tony martignetti non-profit radio, where we always talk about big non-profit ideas for the other ninety five percent. Help to be with my next friday one p, m eastern, right here on talking alternative broadcasting at talking alternative dot com. Dick tooting. Getting ding, ding, ding, ding. You’re listening to the talking alternate network, waiting to get you thinking. Things. You could. Looking to meet mr and mrs wright but still haven’t found the one want to make your current relationship as fulfilling as possible? Then please join us starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker. I’ve seen it all. Please tune in and call as we discuss dating relationship and more start your week off with love in the morning with marnie alison on talking alternative dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. You’re listening to talking alt-right network at www. Dot talking alternative dot com, now broadcasting twenty four hours a day. Do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand soldier and enhance your current marketing effort. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is we do whatever it takes to make our clients happy contact them today. Admission one one media dot com. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy police call a set to one, two, nine six four three five zero two for a free consultation. That’s lawrence h bloom two one two nine six four three five zero two. We make people happy. Oppcoll hyre talking all calm.

6 Essentials for a Start-Up Planned Giving Program

Photo courtesy of Mindful One, Kathryn Harper, on Flickr.

I get a good number of calls from nonprofits wanting to start a Planned Giving program. I love talking about it because I feel like an evangelist for PG (sans any religious overtones), explaining what needs to be in place and what the process is to get started. I love talking about it because that’s what my consulting is–building Planned Giving programs where they don’t exist.

Adapted from my 2010 year-long series for GuideStar, “Make 2010 the Year YOU Start Planned Giving,” here are six essentials for you to start your program in 2011.

At Least 10 Years Under Your Belt. You’ll be asking prospects to include you in their will, so they need to have confidence you will outlive them. A nonprofit that has reached 10 years enjoys a solid enough history that most people will get past concerns that you’ll dissolve before they die.

Consistent Donors Over 55. This is roughly the age when people start thinking about their estate plan as a charitable vehicle. Look to people who have given loyally over many years, irrespective of the size of their gifts. Someone who has given you $15 a year for 18 of the past 20 years is a terrific charitable bequest prospect. As well, don’t ignore major donors.

Board Support. As with any significant initiative, you need the board backing your inaugural Planned Giving program. Members need appropriate expectations, so they understand you’re talking about long-term fundraising that won’t pay next year’s salary budget or finance the five-year capital plan. Ideally, board members begin thinking about their own planned gifts and make commitments.

Kick-off With Bequests. In any PG program, bequests will be at least three-quarters of the gifts. Why? There’s no lifetime cost to donors; they can change their minds; everybody understands how the charitable bequest works; donors don’t have to tell you about their intentions; and they don’t have to tell you how much you’ll receive. Small nonprofits may start and stop with bequests, and that is a perfectly respectable planned gift program.

Understand This Is Not Only For The Wealthy. People of modest means make terrific Planned Giving prospects. No lifetime cost makes it affordable and the only way for many middle-income donors to make their ultimate gift to you. If you don’t have lots of major donors, you don’t have an excuse. You can build a successful PG program.

Cheap Marketing Opportunities. You have them! Add reminders to annual fund reply cards. Use email. Put PS’s in other letters. Insert slips in mail you’ve already budgeted. Write a sidebar for your newsletter. Add a simple explanation to your website. Place an appeal in everyone’s email signature. Include a reminder on new business cards as you need them. As a supplement to cheap marketing, if your budget permits, do a personalized, direct mail solicitation.

If you’ve got the first three items in place, put aside excuses and obstacles. You’re ready to roll by executing the last three.

Get going!

Nonprofit Radio for July 27, 2011: So You Wanna Start A Nonprofit & A Conversation with Darian Rodriguez Heyman

Big Nonprofit Ideas for the Other 95%

You can subscribe on iTunes and listen anytime, anyplace on the device of your choice.

Tony’s Guests:

Gene Takagi and Emily Chan
Gene Takagi & Emily Chan: So You Wanna Start A Nonprofit

Our new legal contributors, Gene Takagi and Emily Chan of the Nonprofit & Exempt Organizations Law Group, will share the ups and downs of starting a nonprofit. What are the alternatives? How do you get 501(c)(3) status? What are you getting yourself into if you go ahead?”

 

 

Darian Rodriguez Heyman
Darian Rodriguez Heyman: A Conversation with Darian Rodriguez Heyman

We’ll talk about his book, Nonprofit Management 101, and the nationwide Social Media for Nonprofits conferences he hosts.

 

 

Here is a link to the podcast: 052: So You Wanna Start a Nonprofit & A Conversation with Darian Rodriguez Heyman


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.

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Welcome to the show, this is tony martignetti non-profit radio i’m your aptly named host. We’re always talking here about big non-profit ideas for the other ninety five percent reminder that this is our one year anniversary month. It was last july that we started the show. This is show number fifty two one per week, minus couple holidays, but this is our fifty second show. I hope you were with me for the fifty first show last week had the ceo as fund-raising mvp mindy dietz and karen pearl, both non-profit chief executives revealed their insights on how to motivate, engage and position your ceo to be a fund-raising m v p then it was the fine art of conversion. My guest was scott barnett, director of web communications for fairfield university, and he urged you not to be afraid of analytics because tools like google analytics can help you prevent. Sorry, help you convert website visitors into online donors and help you engage younger prospects who become donors. Last week’s interviews were from our media sponsorship of the fund-raising day conference in new york city in june. This week, we’re alive, i’m having a conversation with darian rodriguez. Heman first, we’ll talk about his book non-profit management one oh one and the nationwide social media for non-profits conferences that he hosts then. So you want to start a non-profit we welcome our new legal contributors, jean takagi and emily chan of the non-profit and exempt organizations law group in san francisco, and they’ll explain the ups and downs of starting a non-profit what are the alternatives to creating a non-profit how do you get five? Oh, one c three status and what you’re getting yourself into if you go ahead and create a non-profit between the two shows between the two segments, it’ll be tony’s take two again, this is our one year anniversary got new regular contributors to with him starting today and in august, we’ll have ah, additional contributor i’ll tell you about the first show is up for a new podcast, siri’s, that i’m hosting for the chronicle of philanthropy. It’s called fund-raising fundamentals. I’ll be up on the chronicle website every month, and i’ll say a little more about that on tony’s take two there. I’ll be interviewing experts each month to help you with your fund-raising and finally on tony’s, take two, it’ll be. You know, i’m doing stand up comedy now and have been for several months. So i’ll be weaving the comedy and this show and the chronicle of philanthropy monthly podcast altogether. I can’t help it. They all blend together and influence each other more on all of that on tony’s, take two. Right now, we take a break, and then i’ll be with with back with darian rodriguez, kayman so stay with me. You’re listening to the talking alternative network. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police crawl are said to want to nine, six four three five zero two for a free consultation. That’s lawrence h bloom two one two, nine, six, four, three five zero two. We make people happy. Xero hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Welcome back to tony martignetti non-profit radio, i guess now is darien rodriguez haman he’s calling from san francisco. Darian was executive director of the craigslist foundation from two thousand four to two thousand eight. He helped conceive the non-profit boot camps that the foundation sponsored he’s, the editor of non-profit management one o one, which is published by joe sea bass he’s, also a consultant and co founder of the social media for non-profits conferences throughout the country. And i’m very glad that darrin’s work brings him to the show today. Welcome, darien. Thanks, it’s. A pleasure non-profit management one. Oh one. What does the book add to the many books that are out there for non-profit leaders? Well, i mean, i think the when i looked out there what i start with, all the books that were in the marketplace for kind of fell into one of four categories. And so, you know, you had books that were basically textbooks. They were written by and for active combat. Yes. That book at that was focused on latto. Start in on social enterprise. There’s. Also about a career. Guys, you know how to get into sectors from there. But what didn’t kill him, you know, is that there’s no fish depict some fund-raising management, but what didn’t most back-up when that really hyre spectrum but did so from a very practical kind of practice will put into work. Daria, you don’t have to talk to you for a minute or you want a headset. Funny chance i’m not going out here, big guy. So, yeah, we’ll not only echo, but we don’t have a great we’re sort of getting you in bursts i hear about. Yeah, well, i don’t know if we can help all that. Yeah, why don’t you hang up and call right back? And i’ll do a little tap dance. In the meantime, please. Okay, so darren’s book is non-profit management one o one and it is actually he’s, actually the editor of the book. Because it is thirty three essays written by some pretty popular people in their subject areas. And interestingly, it covers areas that he just touched on. But it goes much further because it gives details of how to it’s not theoretical. Darian. You back with us? Yes. This sounds better. Yeah, thank you. I was just telling the audience there. There. Are thirty three essays in the book, but go ahead, why don’t you finish explaining what it contributes? Why why you felt this was important to write, no problem, and i’m and i’m not sure what you were before, but there’s the echo again anyway. So the point is that yeah, i hear you find and if the echo is bothering you, my suggestion is just take the phone away from your ear while you’re talking, and then when you’re done talking, put the phone back because you won’t hear my insightful questions, of course, certainly. Okay, so what i was going to stay is the book is really non-profit boot camp as a book, when i was executive director, craigslist foundation, i started a program that was very successful about non-profit boot camp, and i think the reason it was so successful is that it really covered the whole spectrum of all the different issues you need to know about in order to run an effective non-profit and it did so with a very practical focus, you know, wasn’t just enough to inspire people it’s about inspiring them action? What you going to do differently tomorrow? That’s going to make you more effective and the essays in the book yeah, the book have great detail there, you know, there’s textbooks that are buying for a day there’s career, guide’s, there’s, howto started non-profit or social enterprise, and then they’re sort of issue specific books on board governance or volunteermatch judgment or individual donor efforts or online fund-raising etcetera. And what didn’t just was something that was both comprehensive and practical, something i respect and that isn’t just kind of theoretical and conceptual, but is actually in geared for implementation, you know, it’s, a field guide for people that are professional change makers on brovey yeah, and i think a field guide or manual really is a very good way to describe because i noticed that all the essays have very practical, implementable steps and you have at the end of every essay there do’s and don’ts and there’s terrific resource section at the end of each chapter, which is the each chapter is an essay, so i i see the difference there as well. So they’re just a couple that i want to focus on, and we have just about a minute and a half before our first break. One of them is your say on non-profit career’s. Taking charge of your non-profit career happens to be chapter four in the book. Um, it points out something very interesting being comment on this. The non-profit sector is so diverse, which is a terrific attribute for it. But that makes career management complex. Darian yeah. So just can you comment on the double edged sword there of the non-profit community, it being wonderfully diverse, but no definitive career path since it is so diverse? Yeah. I mean, i think that there’s, you know, diversity in two areas because there’s lots of different causes represented within the sector. There’s also different lots, lots of organizations we’ve got over a mil and a half non-profits registered in this country alone. And so, you know, yes, that is both a good thing in a bad thing, you know, it does offer tremendous diversity, it offers lots of opportunity and you know anything you can think of his representatives enough offgrid in mental job, but at the same time, you have to be using a array of options other professionally. So i think that bill, the most important thing, kind of key to success at this fight i’m sorry dahna is really about, you know, a combination of two things. Do what you love, what’s your bet. And so really the question is, what are the what’s? The answer, those two questions, and that is and you know that russian life and that’s what we really should spend our time and energy thinking about not only on a nice body basis, but i’m an ongoing basis and the clearest that we have professionals get of. What are the causes that i most care about that make packed what are what kind of organizational environment and culture and for what kind of role want to? I want to be in a wreck, prevent upleaf or focused on development and fundrasing or, you know something on the market fighter program to look in the rear of the ant, get all of those questions, the more you’re able tto sort of, you know, put your desires out, you know, to the folks that you meet and the books that you served. My guest is darien rodriguez haman, and we’re talking about his the book that he edited non-profit management one oh one, we’re gonna take a break now, please stay with us e-giving didn’t think the shooting getting ding, ding, ding, ding cubine you’re listening to the talking alternate network e-giving no. Dahna good oppcoll are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s, create the future you dream of. Two, one, two, seven, two, one, eight, one, eight. Three backs to one to seven to one eight one eight three. The conscious consultant helping conscious people be better business people. Oppcoll are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics. Politically expressed buy-in, montgomery, taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com looking to meet mr and mrs wright, but still haven’t found the one. Want to make your car relationship as fulfilling as possible? Then please join us, starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. Talking alternative radio twenty four hours a day. Welcome back, come with darian rodriguez kayman we’re talking about his book non-profit management one oh one and we’re focusing on one of the thirty three essays in the book titled taking charge of your non-profit career out darian the the end of that chapter has networking, do’s and don’ts, but one of the one of the best networking tips i thought came from a mihdhar, the founder of idealist who wrote your forward and he said that he listed seven or ten things that he had learned in the past fifteen years in his forward, and one of them was, too treat people the way you’d like to be treated. I mean, isn’t that great networking advice? Yeah, i mean, i think that that’s a big part of now bombing has built up, you know, not only cecil career, but the organization would idealware bigot about a million people a month going to that website tto learn about all things not-for-profits idealist dot order, but, you know, for me i’ve seen this across several careers and different sectors is did extent a zoho helpful person that is genuinely concerned with the efforts advancing the success of the o z. From the contact it comes back, you know, a million nationally, so for me and, you know, basically any time on meeting with anybody at some point in the conversation, if even if i don’t say that word, i essentially asked the question, how can i help bond? You know, whether that’s just connecting them to re sources or yourself getting infections, being among them, you know, it’s, like books, conferences or what have you, you know, i think that the important thing to remember is that each and every one of the you know, of the non-profit country has the same owner, which is the public it’s, not the border, the executive director bye definite means to be a non-profit is that we’re publicly and our boardmember zehr just ensuring a public interest that’s why they’re trustees. So, you know, we are genuinely all in this together and it’s really crucial that we support each other’s work further that every one of us on i just think that some of the best networking advice that that you can you can find, yeah, i should actually mention that tommy denoting the social media for non-profits he’s going kicking and often it dork yeah, and we’re going to talk shortly. We’re going talk shortly about that about that series of conferences throughout the country and army has been a guest on this show that s a also makes the point of talking about a sustainable career where you’re, you know, you’re with the right organization are always learning and way always hear about sustainability for non-profits but i never thought of a sustainable career. Good? Yeah, i mean, i think so, too things. Well, first of all, i do want to just kind of point out that even though it’s the most romantic cities in court but these are not really tested their chapters because what you’ll see is to read the book there’s, a common chapter format s so i created a structure so that each chapter would yet have an introduction and a conclusion. But most importantly have, you know, the main section focused on critical skills confidences as well as that sidebar, do’s and don’ts that kind of pull out this salient points than us back that you mentioned, and then there’s also a resource review read chapter so it’s not because they’re just sort of, you know wandering as all in different formats on bitten by different experts, they are of the chapters are all contributed by different experts there’s fifty experts in thirty five different after inspections. But anyway, i wanted to make that because i think it’s important for the readability of the use of looking that died the back to your point about professional sustainability, what i would say is that, you know, i think two things because i also do a lot of environmental where you environment murcott duitz and i think first off sustainability has been even the words that we want to think about much maybe dr, right? Like, how many people would be a sustainable relationship, meaning that it can just keep going it’s not enough to just be able to keep the light, be enjoying what you’re doing, and that ultimately is the key to the ability of the key to being able to continue on. And so i think that as him into earlier such a diverse sector there’s so many opportunities that, you know, challenge happy and so you’re not break the work you’re doing, whether it’s that you’re not passionate about the cause or that you don’t like the people you work with role that you’re in, then you really owe it to the cause into the community to get fashion and whether that trying to wreck himself some things with, you know, the organization you’re working with or, you know, identifying and new places to go work and on put your skills to bear at a organization, what do you know if you can really do your best work? Yeah, the the authors make the point of always reflecting on whatever dissatisfaction you might have, you might be feeling and you’re and that’s that’s exactly what you’re talking to just, you know, this introspection and thinking about whether you’re happy and if not, howto latto make that change so that you can be happier. The other chapter i’d like to talk about is is called online peer-to-peer fund-raising i think that social media is something that non-profits struggle with. In fact, we had a poll for listeners to the show, and one of the question was what’s the your non-profits relationship with social media sites like facebook, twitter, youtube linked in and no one said we get it and we’re good at it and then the answers were pretty much between. You know, we see the value but aren’t getting the most out of it, and even a small percentage, you know, we don’t see the value, but i think, importantly, nobody said we understand it, and we’re good at social media. So the chapter is online peer-to-peer fund-raising it’s all about using social networks to engage your donors, to become fundraisers and engaging sort of friends to become donors. Darrien you have a lot of experience in social networks, these requires support right non-profit can’t just put up a facebook page. Well, actually, you know the non-profit can put up a facebook page just like anybody can, but the important thing to remember is when i called the store phenomenon because what you’re you’re better off not launching a facebook presence, they’re launching one and ignoring and letting it go stale. So what you don’t want to do is have a summer intern, and this happens all the time you’ve got, you know, a young volunteer or summer intern or something like that says, hey, i’m going to set up a facebook presents they put up a page for you and they, you know, maybe do one or two updates in and they go back home or they’re done volunteering or whatever the case may be, and the organization has no plan of how it’s going to keep that page fresh and lively. And so therefore all of a sudden, after couple posted just goes stale and it sits there, and it almost reflects more poorly on the organization and if you wouldn’t have launched a presence there to begin with. So the key is that, although yes, anyone can set up a paige if you’re going to send a social media presence on twitter, facebook, youtube or else where you want to make sure that you have a plan in place with resource, is that air dependable toe actually continue to put content up there, and i should tell listeners we are live today in the if you want to call and talk to darian, you can call eight seven seven four daito for one two oh eight, seven, seven for a tow for one to zero during they talk about leveraging pompel the personal social networks and there’s something very interesting about is a quote from a an executive director who thinks of his employee’s personal use of of social networks in the workplace as the twenty first century cigarette break. What do you think of that? I love that i love that comment by nicki noble who’s, one of the two office of that chapter uh, she actually used to work at the salvation army. What about e-giving? So it wasn’t a small, you know, organization with a lot of flexibility that was hurt looking policies in a very large, well established organization. And i think, you know, this is kind of vindictive of social media in general, which is, you know, one of the concerns a lot of organizations have is lovely. What if it gets out of control what people say things we don’t want them to say, etcetera and it’s kind of the better the devil, you know, than the one you don’t type thing where, you know, control is an illusion to begin with only more so now that we live in this world of social media and so you know, people are going to be doing this anyway, the idea is instead of trying to bend folks from doing stuff they want to dio, how can you rent us that and turn it into an asset for the organization? So whether that’s creating guidelines so that they have a sense of what’s appropriate and what’s not to be posting, you know, helping seat topics, etcetera on then actually encouraging them to, you know, take a couple minutes out of their daito put up, you know, a tweet on twitter or to put a facebook, etcetera, and that can actually be a good thing, and i think that what a lot of folks don’t realize is that you know, people don’t know how many people have logged into facebook in the last month, and the answer is about seven hundred million, so that makes facebook the third largest country on the planet, and you don’t have to have a presence there, but you can’t ignore it. You can’t ignore social media and the fundamental paradigm shift that represents to this bottom ofthe world. So how can you embrace that it with radical transparency and really get ahead of the curve? The authors of chapter twenty two make it explicit that the quid pro quo in that office was that the organization would be lenient with their employees, use of social media as well. A cz long as the employees were tweeting, posting facebooking about the organizations work to their own personal networks that there was a great exchange hyre we have just a couple minutes left, so let me just remind listeners that darrin’s book is non-profit management one o one, and you’ll find that at non-profits one o one dot or ge darian also is founder of the social media for non-profits conferences these aeryn seven different cities throughout the country this year. Darian what? What is sort of asked the same question asked about your book, what is this unconference siri’s contributing to the many conferences that are already out there for? Non-profits so then i mean, i think i like seeing you see, through all of my birth, the focus is on crack tips and tools, and so what you could clear, you know, there’s three chapters in the book focused on social media one my best cantor was amazing, the we talked that one from nikki noble and sean sullivan a peer-to-peer giving and then the folks it for good contributed the online fund-raising chapter and so, you know, even though there were three chapters out of thirty, thirty five submissions that that focused on media, which is quite a lot given, you know, the the significance of the issue, what became fear is now is that people were really creating more information about this topic and kind of like fund-raising where the thing people know they need and so we got a lot of books asking us to put on educational programming around social media and in particular, strategies fundrasing marketing and advocacy on so what we did is we leveraged a lot of the network i had for my work to craigslist foundation with the non-profit boot camps and some of the author’s for the book, actually, and we got folks like that cancer and geico sake and ami dar and the folks of charity water and a lot of the leaders in the social media field, and i wouldn’t call them experts because, you know, the field is changing so quickly that if anybody pretends to be an expert, you know, they’re lying or they have a big ego because it’s, you know, it’s, impossible to be an expert world students in world practitioner so how can we share our lessons learned with our fellow non-profit leaders so that they could be more effective in this funnel and landscape which maximizing their online presence so as you mentioned, were doing nine events across seven cities? Can francisco, los angeles, seattle, chicago, new york and washington d c in atlanta and we’re heading to new york next thursday on august fourth, and then from there to los angeles on august twenty seconds on, folks could learn more social media for non-profits dartboard, so social media and number four non-profits dot org’s and you’ve. You’ve hosted two so far in san francisco and washington daring we have just about a minute left before we have to go. How did those two go? They were gonna pompel they were both totally sold down, folks absolutely loved them. We had ninety plus an approval ratings on again this focus, i’m not just inspiring people, but inspiring them to action and equipping and more effective and efficient after work they’re already trying to do has been really successful, so we’re on track new york next week, and we’re very excited about how the, how the serious has been resonating with non-profit all right, i wish you luck with it, and especially on the new york city one on august fourth, again, to remind you that there’s more information at social media, the number four non-profits dot org’s darien rodriguez heman is the editor of non-profit management, one o one and founder of these social media for non-profits conferences darien, thanks very much for being a guest. Thank you for having me been a pleasure. Thank you. We’re going to take a break, and when we return, it’ll be tony’s. Take two and then welcoming our new experts in law, gene takagi and emily chan. After that, so stay with me. You’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics. Politically expressed buy-in, montgomery, taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com buy-in are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Buy-in 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 in-kind welcome back to the show, as i said earlier, this is our one year anniversary month, this is show number fifty two and i want to send a special thank you to people who have been listening who are listening, whether you’re listening live or you’re listening to the podcast from itunes very grateful i’m very grateful to all the listeners we have on this show at this one year anniversary month and also to the four hundred thirty plus people who are facebook fans and they get our stream on facebook. Thankyou. So to sort of celebrate, we have new regular contributors toe ad tio scott, keg alors monthly technology for non-profits segments and jean takagi and emily chan is going to be joining me very shortly, and then we also are going to be welcoming maria simple in august she’s the prospect find er she’s, a popular speaker and consultant, and she’ll have regular prospect research advice for your non-profit her first show is august twelfth. I started last week a monthly podcast interview show for the chronicle of philanthropy. It’s called fund-raising fundamentals we kicked off with gayle perry gale has been a guest on this show. She’s, the author of fired-up fund-raising turned board passion into action. I think she was an excellent first choice, teo inaugurate that fund-raising fundamentals monthly show for the chronicle of philanthropy and details for listening and subscribing to that show are on my blogged, which is m p g a devi dot com and i’ve been doing stand up comedy, and i’m having trouble keeping that separate from my work on this show and the fund-raising fundamentals for the chronicle and my speaking and keynoting. So if you notice something a little different, it’s it’s probably my stand up comedy influencing things, so keep listening because there’s change is coming. That’s tony’s take two for friday, july twenty ninth, and i’m really pleased now to welcome jean takagi and emily chan as our new regular legal contributors, jean is a principle of neo ennio, the non-profit and exempt organizations law group in san francisco, he edits to popular non-profit law block, which you’ll find at non-profit law blawg dot com emily chan is an attorney at the non-profit and exempt organizations law group. They’re based in san francisco, and she is a principal contributor to the non-profit law block, jean and emily big. Welcome to the show. Three. Thank you so much, tony. We’re thrilled to be a part of non-profit radio. It’s called very glad to have you. So i think we’re starting with a fit topic. So you want to start a non-profit. I know your office gets calls on this subject, people who are passionate about a cause and want to do something. I want to start a non-profit and what’s the first advice that you give them in thinking about that. This is family, i think, a threshold questions that we do ask for when they call it really why? Non-profit so there are individual, better, very past about fun, but sometimes that translates into also happy that would be too private evidence as a few of the public in addition to that it’s important to think about the plan who’s going to be on the board, what is the business going to look like? And funding as well? The costs involved with the initial startup and the ongoing operations? We also like to find out what’s going on with the mission and the core activities and anticipating any kind of challenges, like a conflict of interest compensation issues and thinking about who else is going to be involved in helping to run this organization. So emily that’s a ton of stuff to be thinking about, and in your experience, do you find these air, these air, new things that people haven’t have not thought through? Is that? Is that the case? Usually i think so in many cases, because sometimes that passin for the cause overtakes the practical considerations. Additionally, i think sometimes are unaware how much the law and it’s pettus upon these problems, for example, recently with the irs, there was this issue of a list of two hundred and seventy five thousand organizations have had their past six status revoked for failing to file an annual returns with three years straight. This was a change in the law that happened in two thousand six, and many small organizations simply didn’t know about it. So kind of thinking in advance. You know what air the practical things we need to do and be aware of? What are the kind of mechanical steps involved? Well, the challenges we’re going to face, sometimes things that take a backseat to that initial passion and excitement about having starting in non-profits yeah, they were definitely ongoing compliance requirements and your example, is a great one of almost three hundred thousand non-profits that weren’t complying with filing requirements with the irs, jean, what about some alternatives? There are other things that might achieve the same objective that the person has but would be a lot less onerous for them. Absolutely, tony think one of the things one of the messages that emily brought forward was that good intentions aren’t enough there’s a lot. Of administration and fund-raising involved in starting your your own non-profits i’m sure all the listeners know the alternatives that they might want to think about first is working with an existing non-profit organization, there are nearly two million non-profits out there even after the nearly three hundred thousand that were revoked with tax income status, and there are a lot of great non-profits out there doing great work and just simply to duplicate their work, i may not be the most effective and efficient way to use charitable assets, so working with existing organizations is one way another is called fiscal sponsorship, which is similar to working with another organization, but it allows you to become a project of theirs with a right to spin off. Should you later decide to form your own five o one the three on dh that’s a great way to incubate a new non-profit project see if it works, see if he can raise funds they’re going to take care of you administrated been back office ends on dh then should you become a viable ongoing concerned, then you khun later spin off and you’ve got all the benefit of learning from that. Physical sponsorship. Arrange jean notice. Ah, jean quickly defined fiscal sponsorship because i wanted to keep himself out of jargon jail. So, congratulations. You. No, no, no sentence in jargon jail, at least not for the phrase fiscal sponsorship. We’ll see what comes up. But what types of organizations would a person approach to look for a fiscal sponsor? There’s a community foundations that offer physical sponsorship, so that might be the first place to look. But there’s, also a great website called the fiscal sponsorship directory and that’s, a national directory of fiscal sponsors all over the country, and you can choose your state location to see who’s offering physical sponsorship in your area. Another great thing to look at is the national network of physical sponsors website. They provide guidelines as to what would be on appropriate form were effective form a physical sponsorship, because while there many ways to do it right, there are also many, many ways to do it wrong. Okay, excellent resource is thank you, thank you for that gene. We had a couple of poll questions for the show, and one of them was for those thinking of starting a non-profit are you aware of the alternatives that can help you reach the same goals? And no one said yes, but i want to start my own non-profit hyre a few people said yes, and i’m considering them. Most people said no, i’m not aware of the alternative, so i think this is very worthwhile discussion that was yeah, two thirds no. Sorry, about eighty five percent of people said no, not aware of the alternatives and the alternatives gene could be just as easy as giving right giving to an organization absolutely right, buddy that’s a great point that he simply wanted to contribute at your funds and volunteering another organization that may be the best thing to do instead of farming your own non-profit and having all of the administrative and filing obligations that go along with that. But of course we’re talking about ego to write. If you don’t have your own organization and you become sponsored by another, maybe a community foundation, then you have to sort of play by their rules and for some people, maybe that just doesn’t work. You get sort of ego lorts issues at all in the in these conversations, absolutely, and emily may want to jump in, but definitely there a lot of people who want to form non-profits that really have good intentions about the public, but almost as important as those good intentions is their own intentions of creating a job for themselves or creating opportunities for their family, or maybe creating opportunities for related business? No, andi okay, so we’re talking about jobs for themselves and their families. Now. Now we get into those things emily talked about, like conflicts of interest and excessive compensation rules. What about the donor advised fund has a way of as another one of the alternatives as a way of giving to a charity that does work very similar to what you want to do. How does it donor-centric for that? They would really like emily. Emily, could you speak a little louder, please? Yeah. It’s much, but yeah. Please. That’s better. Thanks. So, what donorsearch vice fund that the individual would i talked to? Was sponsoring organizations such as the public charity or a private foundation on dh set up this fund that is going to be designated by their own name and they have advisory privileges so they can advise the organization how they would like to see those funds distributed. It would be the organization, depression, how they ultimately do that. Generally, this relationship works well, because organizations aren’t goingto have individuals. These donors advice sons if they don’t take those at recommendations and advisory privileges with some weight. Okay, so, again, there’s a little ego issue there because the charity gets the final word. But in most cases, charity is wants to work with the donor, right? Right. And the donor gets to have a little bit of their egos stroked as well, because they feel like they have more say and input after what happened to these funds as opposed tio, you’re normal donations, that organization can decide where they put it within their programs and in furthering their exempt labbate and gina want to go back to something that you said just in a minute we have before a break, working with an existing charity. I mean, you might be able to just achieve what you’d like to do by volunteering. No, absolutely, if you if you have a passion about the mission, you could just volunteer for the organization. If you have a leadership goal in mind, you may be able to offer to that organization that you can raise some funds and bring it into launch a program within that organization, and they may be very happy to let you do that. If you’ve got a little bit of a working relationship with them, we’re going to take a break now with jean takagi and emily chan when we returned. You know, it’s? Not that we’re tryingto talk you out of starting a nonprofit, but jean and emily just want you to be fully informed. So when we return, we’ll talk about what the process of creating a non-profit is all about. So please stay with us. E-giving didn’t think dick tooting getting thinking thing. You’re listening to the talking alternate network. E-giving things. Good. Looking to meet mr and mrs wright, but still haven’t found the one i want to make your car relationship as fulfilling as possible. Then please join us, starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. Talking alternative radio twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing efforts. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is. We do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com talking. Bonem 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. Yeah, welcome back on with jean takagi and emily chan, both of the non-profit and exempt organizations law group in san francisco. So, after that last segment now, hopefully, if we issued the same poll, are you aware of alternatives that can help you reach the same goal as your desire to create a non-profit? Hopefully, some of you would now say, yes, i am aware, emily, what about the process for starting a non-profit somebody decides the alternatives don’t really suit them. They do want to go ahead despite all your counseling, what is the first step to creating a non-profit? Emily, i won’t have to be in there. Increase on. Emily, can i ask you to please remember to speak? Speak a little louder. Sorry. I’m getting a little bit of an echo on buy-in trying. Teo pulled the head that strategically here? Yeah, yeah, we hear you. Ok. Ok, great. So there are quite a few mechanical steps involved. And this is assuming that the individual has already thought about those important discussion points that we raised in the beginning. So these kind of steps can include taking out the name of the corporation, filing the articles. Of incorporation if it’s incorporating the state obtaining a federal employer identification numbers, then you’ll want to appoint the board of directors. Drop the by-laws important policies, such a conflict of interest policy. I have your first board meeting to adopt those government documents, then you may need to file with state, especially if this is a public charity for your trip napor stations file any other state filings, like a statement of information, then we’re going to move over now the federal level of applying for tax exemption and in california after that, you can attach your determination letter from the irs if you obtain it and file for your state tax exemption, so this generally can be described in ten steps just did. But, you know, there’s a lot of thinking that goes along the way and it’s a process that you don’t really want to start unless you’ve thought it through because you may get your tax exempt application and realize, oh, no, our mission doesn’t really fit with the exempt purpose that we’re applying for. So they are mechanical steps, but they still need to be thought about as you go through them. Okay, so that’s a ton of stuff, let’s, let’s, break it down a bit. So there were state requirements, and there were also some federal requirements. So starting with the state that i mean, you have tio incorporate in a state, right you’re you’re you’re not-for-profits corporation offgrid yes, and so there’s everything that goes along with being a corporation, those things that you mentioned, you have to appoint the board, et cetera back-up that’s all important in in order to avoid things like potential personal liability of the members if they operate is an unincorporated association, which is a possibility on dh, usually a practical possibility if it’s a very small non-profit going to operate for a limited period of time for most non-profits that tony, i think it’s important to think about inc if they’re going to be an ongoing okay, let’s, you’re treading very close to jog in jail with unincorporated association. What does that mean? It basically means you’re running as a group without filing any articles of incorporation with the secretary of state of your state. So what? What that usually means is just like in the for-profit world, tony, if you start a business and you don’t incorporate their operating is a sole proprietor or possibly the partnership trying to avoid jargon jail again, but it’s running without the formal legal entity around it to protect you from personal liability of the members and of the director’s. Yeah, and that’s and that’s. Really? Your concern is that there is the potential for personal liability if something goes wrong our what kinds of things could somebody end up being personally liable for if they’re if they’re not incorporated and they’re working as a association? Sure, what went one of the big things that you could be a lot before you hold an event and somebody gets hurt? It’s your event there is no formal entity to do like a corporation they may just decide to do. All of the members are all of the directors of that unincorporated association. In many states, they’re not protected against those lawsuits and they’ll have to defend them with their their own personal funds. Emily let’s, let’s, go back now. So we talk about the state requirements, you know, incorporating and everything that goes along with inc like you mentioned. But then there’s there’s an irs requirement to get that tax exempt. Status that five o one c three on dh we pulled the listeners and about half we’re not aware a little more than half we’re not aware of how to get five o one c three status. So first emily, why don’t you tell us what that is? Why it’s important? A five one seat status refers to dissection in the internal revenue code that gives the tax exemption for organizations public charities in order to get that discriminate. Then the organizations to file was called a form ten twenty three on dh this can be quite scary for individuals to look at it it’s quite long and asked for a lot of information is going to ask for a financial projections, the contemplated activities of the organisation, any kind of relationship that would trigger these conflict of interest issues there, you know, it’s, excessive compensation issues um, and then just general information about the organization wants an organization submits that ten, twenty three applications, the irs can take quite a while to get a determination back. It may be about three to four months assuming that the irs does not have additional questions sometimes if the application doesn’t really answer the questions fully or seems to raise some concerns that show that maybe this organization doesn’t really fit with five, twenty three, they may come back with more questions, and then you’re going to end up in the back and forth for her, who knows how long until they give you a determination of either obtaining tax exempt status or being rejected. And one of the big advantages to getting that recognition is that donors to your organization will earn a charitable income tax deduction when they give to your organization and they and they won’t before you have that status, right? Can you repeat that? Just that one of the big advantages of getting that five o one c three statuses donors earn a charitable income tax deduction? No, and they don’t have that if you’re not five o one c three recognized, right? Yeah. And, you know, a big area of your expertise, you know, that’s important organizations to realize, too in that pending time, val, the application has been filed, but they haven’t yet heard from the irs that they don’t actually have five o one c three status, even though if you file it within twenty seven months of being formed. It will go back to your formation, but until you know you can’t go out there and say, i’m a five, twenty three organization because you really don’t know yet. Excellent, we have to leave it there. Jean takagi is principal of neo, the non-profit exempt organizations law group in san francisco, and he edits that very popular blawg non-profit law blogger and emily chan is an attorney. Neo-sage she’s, principal contributor to the law block. Emily jean. Welcome to the show. Look forward, having you back next month, thanks so much for being on. Next week, it’s wild woman and fund-raising consultant mazarene treyz she joins me from texas to talk about her book, the wild woman’s guide to fund-raising i think we’re gonna have some fun with that. You can keep up with what’s coming up mazarene and everybody after her. By signing up for our insider email alerts on the facebook page, you go to facebook and then the name of this show, and while you’re there, click like become fan of the show, get our stream teo of information from facebook. You can always listen from itunes and subscribe at itunes so that you can listen anytime on your computer or your tablet or your smartphone. Our itunes page you’ll find at non-profit radio dot net. Our creative producer is claire meyerhoff line producer and the owner of talking alternative broadcasting is sam liebowitz, and our social media is by the expert regina walton of organic social media. This is tony martignetti non-profit radio. I hope you’ll be with me next friday one two, two p, m eastern will be right here on talking alternative broadcasting at talking alternative dot com. Oppcoll dick tooting. The good ending things. You’re listening to the talking, alternate network things. Get me thinking. Cubine looking to meet mr and mrs wright but still haven’t found the one i want to make your current relationship as fulfilling as possible. Then please join us starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more start your week off with love in the morning with marnie alison on talking alternative dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? 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“Fundraising Fundamentals” on The Chronicle of Philanthropy

This is really cool.  Starting last Thursday I host a monthly podcast interview show for The Chronicle of Philanthropy.Fundraising Fundamentals” will be released by The Chronicle every third Thursday of the month. You can listen there or on iTunes, where you can subscribe.  

My first guest is Gail Perry and she’s perfect to kick-off the show!  She’s the author of “Fired-Up Fundraising: Turn Board Passion Into Action” and that topic is so critical for success, yet so many nonprofits struggle with it.  She shares super ideas, like “redefine ‘fundraising’ so even board members who hate it can be part of it.”  She has a lot of practical, easy-to-follow advice that comes out in our 20 minute conversation.

Listen to the first podcast with Gail, and subscribe to the series.

(Gail has been a guest on Tony Martignetti Nonprofit Radio.  If you want to hear an hour-long interview with her, it’s show number 47.)