Tag Archives: philanthropy

IRS Tells Us What ‘Good Governance’ Means, Part Uno

Photo courtesy of alykat on Flickr.

We hear this language all the time in charity circles:

 

  • governance
  • accountability
  • transparency
  • board responsibilities
  • conflict of interest
  • whistleblower protection
  • executive compensation
  • document retention

… and other words and phrases in the nonprofit lexicon. What do they mean to the federal agency that reviews public charities when they apply for tax-exempt designation and again every year when most file an information return?

The most comprehensive (read “burdensome”) of the returns, form 990, asks lots of questions about whether policies are in place, but doesn’t (and shouldn’t) provide any detail as to what the expectations are around these arcane concepts.

If only we could agree on what the practices mean.

I found this gem on the IRS website, “Governance and Related Topics – 501(c)(3) Organizations,” that makes it pretty clear what the agency is looking for. (It’s from February 2008, but these definitions don’t change much.) The Internal Revenue Code does not require documentation or detailed policies in these areas.

But–big but–IRS believes, “A charity that has . . .a knowledgeable and committed governing body and management team, and sound management practices is more likely to operate effectively and consistent with tax law requirements.”(page 1)

That explains the Service’s opinion of the relationship between good governance and tax code compliance, and their interest in the former. So what do these things mean?

Good Governance. This is the broad category. It means having in place “policies relating to executive compensation, conflicts of interest, investments, fundraising, documenting governance decisions, document retention and destruction, and whistleblower claims.” (page 3)

Executive Compensation. You pay reasonable compensation for services rendered. Pay is determined by people knowledgeable about compensation practices and financially uninterested in the levels set. (page 3)

Conflicts of Interest. The Service “encourages a charity’s board of directors to adopt and regularly evaluate a written conflict of interest policy that requires directors and staff to act solely in the interests of the charity without regard for personal interests . . .” You set up the policy and monitor compliance. (page 4)

There is considerably more detail at the page references I’ve given you. Read the document and consult your legal counsel. Do not construe this post as legal advice. It isn’t.

Over the next few weeks I’ll take on additional governance topics from this informative IRS paper.

There are expert attorneys much more knowledgeable than me in the legal requirements for running your nonprofit. I suggest you pay attention to Carter Ellis and Gene Takagi. Gene and his colleague Emily Chan will be regular legal contributors to Tony Martignetti Nonprofit Radio starting in July. I’m sure we’ll talk a lot about governance.

Nonprofit Radio for May 20, 2011: Pay Attention to People & Have People Pay Attention to Your Website

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:

Alice Aspen March

Alice Aspen March, founder of The Attention Factor, she has studied how to be present and give attention to others. Her work will help your relationships with donors, co-workers, board members and volunteers.

 

 

 

Scott Koegler

Scott Koegler, our tech contributor and the editor of Nonprofit Technology News discloses how to make the perfect website for your nonprofit.

 

 

 


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Dahna for-profit radio big non-profit ideas for the other ninety five percent of your aptly named host i hope you were with us last week when it was e s two event sponsorships and email security karen perry, president of eventjournal, shared her ideas about how to cultivate, solicit and steward corporate sponsors to raise big money for your events. And i had howard globus, the president of t on demand, with strategies to keep your email safe and sound and away from snoopers, and he shared info on a great non-profit discount site for getting significant email and data security savings. This week, it is pay attention to people and have people pay attention to your website. Alice aspen march is the founder of the attention factor she has studied how to be present and give attention to others. Her work will help your relationships with your donors, coworkers, board members and volunteers, and my second guest will be scott koegler, our regular tech contributor and the editor of non-profit technology news he’s done going to disclose how to make the perfect website for your non-profit so that it works for you and people pay attention to it, pay attention. This week, as we learn how to give and get attention, and on tony’s take two this week, last night’s reception at the helmsley park lane hotel for the show was a great success. A lot of fun. A good number of people came out, and i did a special interview for the show. I’ll talk about that, and also why i do radio that’s this week on tony’s. Take two. So, after this message, i’ll be joined by alice aspen. March, chanda pre recorded interview about paying attention to people. 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 dafs right now, i’m joined by alice aspen march, the founder of the attention factor, you’ll find that at the attention factor dot com alice is has appeared on many television and radio shows and has been extensively quoted in print and online outlets talking about attention. Alice aspen, march welcome to the show. Thank you, tony alice, there aren’t many people talking about paying attention and giving attention to others. What first do you mean when you’re talking about attention? Well, first of all, you’re right, nobody is talking about it like i am paying attention is the most important part of our lives because attention is with us twenty four seven and people know today when you’re not paying attention, especially when you’re on your cell phone or you’re texting or you’ve got your earphones on or you’re looking at your computer or your answering a phone, and people feel that what i mean by paying attention or being present is when you are listening to somebody when you are looking at them, when you’re in their energetic field and when you’re not, people can feel invisible or not respected or not included are angry and they they withdraw. They act out. The roots of your work are pretty personal. Yes, they are, because i have three adult sons. And one day i discovered that my youngest one, who had been a television addicts nobody was talking about that at all at that time had gone on to abuse drugs, and i was really terrified tony, that i could lose him. And so i went looking for the role i played in his dysfunctional behavior and att. First i changed my life, selby, but i didn’t know what i was looking for. It was very frustrating until i had an epiphany in a u c l a extension class. I lived in los angeles at the time. I had an epiphany over the word attention, and i knew that was a clue. So then i went looking for everywhere. I could find anything about it, and strangely enough, the on ly place iphone. It was attached to a d h d and a d day, and that wasn’t really what i was looking for. So i went further into the subject and i have a generalist mind. And pretty soon i realized i was reading about attention, but they never used the word. So in about a year, i had a body of work, which i took to a spot that i’d spoken at years before, and i realized that my subject matter resonated with everybody, because attention is everybody’s primary need my guest is alice aspen march, founder of the attention factor, and we’re taking your calls today. The number to call for alice is eight seven seven for eight xero forty one twenty eight, seven, seven for eight xero for one to zero for calls to alice aspen march alice it sounds like with greater attention we can increase our own and maybe and probably other people’s productivity efficiency as well as well being. Tony, you’ve just said the magic words. Yes, the deprivation of attention leads two it can lead to disease, it can lead to violence it can lead to stealing in in corporate the corporate world, people need attention and when they don’t get it, they’ve got to act out. So when they do get the kind they need, of course, productivity goes up. Morale in a corporate world goes up people’s relationships change and our positive i’ve had people who have heard me on a ship or in europe or new zealand and say to me afterwards, i don’t believe this why haven’t we heard this before? You basically just change you saved my daughter’s life or i’m going home and treat my employees differently, or i’ve got to do something about my wife or now i know what’s been wrong in my marriage for forty three years, yes, is this is obviously pervasive work that you’re doing affecting personal and professional relationships and to bring it home for our listeners, i’m thinking about relationships with boardmember sze volunteers, co workers, co workers may be working for you or you’re working for them or against you when you mentioned violence that makes me think a little bit of that phrase going postal violence, that’s not the only place the postal service is not the only place where people where we’ve seen violence in the workplace, certainly, but it can rise to that level. And is your sense that a lot of that violence stems from people not being respected and getting attention in words of one syllable? Yes, and, you know, of course, that expression going postal came out of the post office. You see, an exit interview is vital for people that you’re letting go because it’s a closure for them, and if they don’t get that when they don’t get that, they feel invisible. And he certainly went back to the workplace and made himself visible by taking out a lot of people, you know? And even more recently, there was something in in binghamton, new york. Yes, on alison. And just the minute we have left before the break. Alice really back, of course, after the break, may be there just one one way. You can give us one or two of listening better. How can we be better at giving attention? Well, first of all, you could turn off all your tech stuff. Okay. So, she’s vital. Vital tony? Yes, that’s a that’s first and foremost is my cell phone on vibrate? I think, yes, i did do it for the show. But, yes, you’re right know where we have we have kottler way have become immersed in a culture that does not listen does not listen to each other and it doesn’t seem to be getting any better. And people are feeling out there talking about that more. That he doesn’t listen to me or they don’t listen to me, or she doesn’t listen to me. We’re going to take a break. Alice, my guest is alice has been march, founder of the attention factor. Please stay with us. E-giving defending the tubing. E-giving ding, ding, ding, ding. You’re listening to the talking, alternate network, getting anything dahna. Nothing. 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. 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. 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 has 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. Oppcoll welcome back. My guest is alice aspen march. The founder of the attention factor at the attention factor. Dot com alice. Right before the break, we started to talk about ways that we can give attention in in much better ways and pay attention. Mohr and you mentioned turning off our tech gadgets. What? What else? How else should we be bestowing the attention that is so much needed by the people we work with and live with? Well, certainly one way in a unique way. That’s not very usual is to ask them. Ask somebody what kind of attention would you like from me? And i could bet that they don’t even know. So the next sentence that you would share with them would be. You may not know right now what kind of attention you want from me. But when you figure it out, please call me. Please let me know. So i can either give it to you are we can talk about it o r o r it would make good conversation. So you think in a professional relationship that’s ah, that’s. A fair question to ask. Now, this is let’s say, boss and employee and the employees, i guess asking the boss what kind of attention do you need from me? Absolutely. Yes. First of all, it makes the employees feel visible that the boss really cares about her or him, and it opens up a whole world of communication. Absolutely. Alice, we have a caller. Barbara, welcome to the show, barbara how thank you what’s. Use your question for alice. Barbara. Well, the friends that i want, i know that i’ve turned with computers so that i’m giving her one hundred percent of my attention. Thank you. Also, i grieve if what you’re saying and i tried to do that, then how can you paying attention to someone when you, when you’re talking to someone who just talks in circles, who never gets to the point? And it could just get frustrating? In-kind that when that happens, my mind, i just go where had also focus, focus those difficult, sort of, maybe frustrating, even moments when someone isn’t getting to the point. Alice so what do we do, what we do in that situation? First of all, how do you feel when that happens? Barber to you, that’s important to realize how do you know when i’m not getting to the point. Yeah, well, you’re feeling frustrated, right? Okay, well, probably one thing you could certainly say to the person is i don’t think you’ve heard what i said because i’m feeling very frustrated about something right now. That’s a direct communication, okay, are you got to say that? Well, i’m sorry to hear that. I know they would have had to see that that’s a good thing to say, oh, good are i need you to repeat back what i’ve just said to you, so then i know that you got it because it’s really important, alice is clearly all about open communication that sounds like the advice that you’re giving not to be afraid to sort of, i guess, obviously politely but firmly ask for more, ask for the attention you’re seeking and in case of barbra’s question, ask for affirmation of what it is that you’re looking for are acknowledging tony, close communication doesn’t work, so you have to have open communication, but you have to know really what you need and if you need somebody to stop talking in circles, which is so really normal, you need that you have. To you have to let them know they’re really not getting you a zay said the way to get the way to alert them to that is to get to never repeat back what you’ve said, barber, does that help you? Thank you. All right, thank you very much for calling barbara. The number to call if you’d like to talk to alice is eight seven, seven for eight xero forty one twenty my guest is alice aspen march, founder of the attention factor. Alice let’s focus more on how we can be better at giving attention be more attentive. Eso you’ve mentioned turning off electronic devices? I mean, those air obviously distracting, and your point is people feel that distraction, um, asking for attention, asking what type of attention is being sought. Are there other ways that we can be better at this? Well, once you ask somebody what kind of attention they need and you start a conversation, you’re going to get lots of information, they’re going to tell you what they need and how to give it to them and and and miracles happen. First of all, you’ve got to know that way are three different kinds. Of people, some of us need attention visually, some of us needed auditory lee. Is that a word? Yeah, auditory and another. Some of us need a kinesthetic lee. And when you established in aesthetics is movement correct? Like i’m flailing my arms right now as i’m talking to you, right? Well, you can hear it in people speech. They will either say, you know, i really see what you’re talking about. I hear what you’ve said. I really don’t feel that well, that’s a big clue that comes from really listening when you get that clue, you could address that need in that person and put it in put your conversation in visual terms or auditory terms or keane aesthetic terms you don’t. I’d like to talk about retention. That’s a new popular issue right now, it’s not only an issue in in your area but it’s in the issue that i’m working with now college kids, you know it usedto only belong in the corporate world. They would talk about retention because people leave. There was a tremendous turnover. Well, college kids, they’re not leaving and trustees air now leaving and i believe firmly cause i hear this from enough people that they leave when they don’t get their needs met and their primary need is for attention. We’ve had a show actually about retaining the good employees that you work so hard to to recruit way look to recruit the best not only employees, but also board members and volunteers and it’s difficult for the organisation when there’s a lot of turnover. Um, your point is you think some of the this turnover could be reduced if people would just be more open about what they’re needs are around attention and fulfilling those needs. Toni, i’ve got lots of research in my files showing that employee turnover khun b reduced when employees start to get the kind of attention they are they need, and i’ve worked with a group. The bottom line personal publication corporation had a fall fabulous experience. It was an experiment. It was called i power. Yes, tell us and they were losing a publication and they had tremendous turnover and stress in their workplace. And they developed this experience where they got their employees to tell them how they felt they could do their job better. There was a process involved in this. But not only did employ turnover cease, the bottom line went up and and the hundreds of dollars were saved in tiny ways, because employees know about waist and they really don’t want to waste their time, nor their owners resource is that it was a miracle. I took that course twice to see if they were doing what i wanted them to do, and they were a fabulous story. Fabulous. This reminds me two of something that was in the is in the news very recently, there’s ah, a university, harrisburg university of science and technology. They’ve decided that for one week they were going to turn off access to all social media to the students so there would be no text messaging, no facebook access, no twitter access for for a solid week and these air all the sorts of distracters that you’re talking about and what happened? No, they haven’t done it yet, it’s coming on, i do it. I would like to know what they’re going to do. I mean, how it turns out, you know, there was a president of santa monica college when i lived there who decreed dead for one hour, just one hour a week, his staff and his service people would do nothing but read that’s. What he proclaimed and the whole campus changed. People were starting to talk to each other again. The gardeners were talking to the only students because everybody want to know what the other person was reading. The point is, we need that in our lives. We need a turnoff. We need to start looking at people and paying attention. You know, i just moved to new york from los angeles where i spent my life in a car isolated the difference. And living here is so overwhelming because i take the bus is i take the subways and i look at people and i talked to people. People are people, people are people all over and they want to be talked to. They want to be looked at. They want to get directions if they look like they’re lost. I stopped. I stopped a couple of the other day in grand central station because the man was taking a photograph of his wife and i said to him, how would you like me to take a picture of both of you and this guy? Smile? From ear to ear, he couldn’t believe it. A small gesture. You and i met on the subway. We met on the atria. We did did that’s how we met on the time we got to know each other. If someone has a difficult relationship with let’s, say a boardmember because that’s, those can be sometimes the most the most excruciating. Ah, they where should they really start to try toe engage the person mohr or teo sort of hell. The relationship. Well, i think if you really know that the relationship is out or not working, you ask him out for lunch and you say, you know, i’d like to talk to you about a few things and that’s when you could say, you know, i get that there’s not a lot of attention around here. What kind would you like? Are we are we scheduling meetings at the wrong time? Are you being harassed by my staff? Are you getting too many emails? But, you know, over food, some wonderful things happen, and generally a person when you’re eating with him will be more comfortable and feels safer. Ah, and you could ask him, of course, if this is a good time to talk about what’s going on that the non-profit you’ve gotta enroll, people enroll in an engage in rolling and gay just asked permission permission for what? I ask permission to talk to him about what’s going on at the non-profit that is attention. I happen to like your idea of sharing a meal with someone it’s, it’s, it’s, a physical, sharing your sharing a physical space, the table. I also like that meals in a restaurant are timed. We know the flow exam there also are going to be the office interruptions because you’re out of the office and adhering to your advice, you’ve turned off your cell phone. You want to be attentive to this person? So you have you’ve eliminated distractions, hopefully, and then there’s the physical level of the physical, but the sharing of a meal and be sure you pick up the bill don’t let him i want to give you another example that occurred in one of my workshops. Ah woman’s boss would call her in for a meeting, and either he was on the phone or on his computer or texting or something, and the meetings were generally disasters. Because he would give her moments. And she said, what could i do? And i said, next time you see him in the hall say, could i have seven minutes of your time with no interruption? You know, if somebody hears is a beginning and the end, they can handle that. And so they a set aside a seven minute time and went in, and they had the meeting with no interruptions. And he was the one at the end of the meeting. Who said, you know, this has been the best meeting we’ve ever had in just a brief period. Yes. And she was she was elated because when she walked out of his office before she felt deflated, depressed, un respected and areva nails particularly invisible, which is a terrible place to be and they were able to turn it around in just a seven minute meeting. That’s, right without interruption. You doing a five minute meeting? Alison? Just a minute. We have left. This also gets me thinking about two types of people. Are you actually think of the movie pulp fiction? The scene with uma thurman and and john travolta? Are you the kind of person? Who listens or either kind of person who waits to talk? Yeah, good question. There are both in our land and i’ve been guilty of both. So i am particularly joining the first group where i listen until the people are really done. And you know, tony, i’ve had people say to me, you know, you’re really a good lister, so i know that it’s happening for them. Well, john travolta would admire you because he answers that he’s the kind of person who waits to talk, but he says he’s working on it. Alice, we have to leave it there. My guest has been alice aspen march, the founder of the attention factor you confined alice thehe tension factor dot com and i want to thank her very much for joining us in the studio. After this break, we’ll be joined by scott koegler. That was my pre recorded interview with alice aspen march. Hope you enjoyed that. We take a break now and when we return it’s tony’s, take two and then i’ll be with scott koegler and we’ll talk about howto have people pay attention to your website. Stay with us. Hyre 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 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 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 hunches. 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 zoho welcome back, it’s. Time for tony’s, take two. I hosted a reception just last night at the helmsley park lane hotel for the show. We were in the leona helmsley suite, which was very nice that actually used to be the only helmsley’s home, so you could imagine it quite an opulent suite overlooking central park set on the forty sixth floor, and we had about fifty guests at the reception when it was a very lovely night, i interviewed naomi levine, who is the executive director of new york university’s heimans center for philanthropy and fund-raising and i’ll be broadcasting that interview with her on a future show coming up shortly. Also this week’s blawg post. Why i do radio i was at the nbc studio tour about a month or so ago with some friends who were visiting from outside new york, and we took the studio tour, and at the end of the tour, they asked for volunteers who want to record something in the newsroom. And as i’ve been doing since third grade, the mistake i’ve been making since third grade, i shot my handup and i volunteered and i ended up doing the weather for a brief newscast so you can see that video of me doing whether in the nbc studio on my blogged at m p g a d v dot com and i called the post me doing tv why i do radio that’s tony’s take two for friday, may twentieth with me now is scott koegler, of course, he’s, our regular tech contributor, he’s, the editor of non-profit technology news and we’re going to talk about how have people pay attention to your well website? Welcome, scott, how you doing? I’m good tony, how you terrific pleasure to have you back. Good to be here. All right, let’s, talk about websites and i’d like to just actually start with the name of the website the domain name. You have some advice around domain name for website i do i have funny of one of the things is that if you have a website, if they have one that was generated with one of the free utilities and your domain name, maybe something like by non-profit dot, three webs st dot com and you know it works. It gets people there but it’s not catching e i mean, people may know the name of your non-profit but they’re probably going to type in something more like my non-profit dot com or my non-profit dot or something. So the first suggestion is get your get your own domain name and they’re readily available, you know, for non-profits is typical to get the dot or ge extension. Typically, those will run ten to fifteen dollars, a year. They, uh and even if you already have one of those free websites that i just referred to generally use and replace the default pompel name that’s been given to it with your own domain name. Okay? And how does an organization by the domain name were first, you know, find out whether it’s available or whether they have to be a little creative? Maybe teo find availability. How does one do that process? How do you know what’s available? And then how do you do actually buy it? I have pretty much used go daddy, dot com or all of my domain names out there. There are some reasons that folks may not want to use go daddy, dot com now, those there’s a lot of political stuff going on around that, but my by much. More pragmatic than that, it works is cheap it’s, easy to use and advantages by thirty or so domain names pretty easily. Okay. Oh, let’s, stop you there. So so one person or one organization can own multiple domain names absolutely typically a comfortable on the set of domain names around their company names. So if my organization name is my non-profit, i will want to get domain name by not-for-profits not orders and probably dot net maybe dot info and even maybe dot com, though there we’ve got five domain names that’s going to be probably fifty dollars, per year. Okay, so not expensive, but you’re trying to buy all the all the possibilities around your name so that somebody else doesn’t exploited. And then you’re constituents get confused. Basically, is that it? Exactly? Okay. On dso really? So and as little as ten dollars, per year per domain name as little as yes, some of them are a little bit more expensive and some are ridiculously expensive, you know, in the hundreds of dollars, but the ones we’re we’re talking about here typically ten to fifteen dollars. Okay, so go, daddy dot com that’s a sight you’re recommending. For research, and then you also buy it through through them he simply type in there’s about as soon as you go there, you’ll see a domain name and that’s kind of like a search bar right across the top, and the most obvious thing to do is just type in the name of your organization and hit enter and they’ll come back and immediately. And they say this is available or it’s not available. It’s not available, it’ll will suggest alternatives for you, so i won’t get into what those might be. But it automatic it’s a great tool. It’s really kind of guide you to it. Ok? And if the name that you want precisely is not available that’s why i was suggesting earlier you might have to get a little creative with some variations or i guess using hyphens things like that. Okay, i don’t want to go too far straight because you do want people that were looking for you to be able tio type in your organization name as closely as possible. Of course. All right on dh. Then you have advice about email accounts also using the same name. Right? Right. Once you have. A domain name, then you khun sign email accounts to that domain. So if you have a volunteer ten volunteers in your organization and maybe three staff members, the chances are that right now, if you don’t have a domain name that each one of those people is goingto have their own email address is going to be, you know, hotmail, dot com or gmail or, you know who knows what? And it’s very it’s tough or people on the other end, people receiving e mail from them to immediately recognize that they’re part of your organization. So with the domain name that is assigned to your organization, you can typically and again prices vary and facilities very go. Daddy does have that facility and i can’t remember off hand how much they cost. Ok, so that’s something you’d you’d pay for additional isto have email accounts with that domain name, but your point being it’s worth it for identity it is and whether it’s traditional price or not depends on the the provider. Ok, if left you the credibility and the direct relationship so people get a an email from scott, my non-profit dot com they know that i’m with non-profit dot com. And they get scott at gmail dot com. They have no idea who that is. Yeah, it sounds like you know, you sound like you. You appear to be a more professional, more together organization that way. Yeah. And i would argue that this by the fact that doing that you actually are okay. All right, well, it’s the reality as well as the perception. Okay, if we could get both that’s great here, sam. Shallow. I just go for the perception. I’m all facade, it’s, all plastic. But scott is a genuine person. He goes for the death and reality depth of character. Not like me. What? So let’s, talk about some features. Okay, so you have your domain name and you got your email accounts affiliated with it as right? Exactly your non-profit name, or as close as you can get. What do you like to see on that site so that people pay attention to it and come back? No, in a variety of things. Okay. Let’s, let’s. Just take them in. No particular order. Okay? Content is king. So you need to be able to post updates and easiest way to do. That is what people normally consider a block. You know, a blogger is really just a bunch of articles that are listed in typically and dates sequential order. So you know, school down the list to see today just yesterday as you see the day before content needs to be on your site and give people a reason to come back. And that also, if you’re updating your block regularly keeps people a reason to come back because there’s fresh content yeah, exactly. And hopefully you’re being interesting and people talk about subscribing to blog’s. I have that on my website. What does that mean to subscribe to a blogger? Subscribe is simply telling the website hey, tell me when there’s a new blogged posted and there’s a variety was doing that, one of the most popular for website is what’s called a okay what’s jargon jail. Now, are you teetering on the edge of george in jail? You have to explain what are ss is our stands for really simple syndication, okay? And that by itself means almost as much as our ss. But what it does is it allows you to use a tool like google reader to bring that information either into google reader or actually into your email, so essentially i post a new block item to my website and your subscribe to it you’ll actually get a copy of that in your email. Oh, you get a copy of the block post in the email, not just a notice that there is a new block post get a link to it and probably the first. Okay, okay, so the description is email course that that’s a whole different topic, but yeah, well, we can talk about that, and and i want to remind people to that that’s something scott and i talked about when we did a feature called fabulous facebook, which was talking about your organization’s facebook page and that the remind i’m reminded of that conversation because one of the things got recommended was having of youth utility there, where people could sign up to get email messages from you. Get your regular email messages from the facebook page where they could sign up, and that was the february twenty fifth show. This year, it was called fabulous facebook. Okay, so keeping people current with your with your your blogged is it isn’t. It pretty common now that the block really is the website scott difficult? Yes, the block generally makes up most of the content of the website. And yeah, so that’s s o i think just, you know, a couple of years ago way used to seymour where there was a website opening page, and then there’d be a link to a block inside. But i see more now that the block is the opening page and i know that’s how i do it on my site, but i’m not saying that because i do. I’m following the trend. I didn’t create it and you mentioned facebook. One of one of the other subscription methods on this needs to be a feature of the website itself is that if you post a new block in addition to posting it to the speed, it will also automatically posted both to facebook and twitter. So all right, essentially, what happens is if a visitor looks the like button on the website and of course that’s, a feature that has to be enabled us. Well, then, that the person like the website and the here backed of liking the website in the function that is built into the website and then take that new block post and posted directly to facebook. So if your main interaction with the internet is facebook, it’s gonna pop up in your stream, okay, so you’re you’ve posted to your blogged and people who like your blogged meaning like it, as in facebook, like they’ll they’ll get your new block post on their wall. Is that right? Okay, all right, so these are a lot of these are a lot of interesting features. I mean, how do you build all these little things in, like posting to twitter automatically when you post a block or adding the like button functionality to your website? How did these little things get in there? Sometimes? It’s easy, sometimes it’s not cans on who’s setting up your web site depends on your website provider because on the tool, the i think previously talked about webs that you’re using, we’re pressed. Yes, we have talked about wordpress, right? And my my tool of choice is juma, and, uh, i know that i’m not familiar with that much with wordpress, although i believe that since it’s still popular, probably those incorporate or at least have yes, ability to incorporate some of these features and that’s the same thing with julia. Would scott wanted us spell jew melissa and give the earl for it to j o m l a and it’s a dot or gall, though dot com will get there as well? Ok, it’s open source free doesn’t mean that it’s that every part of its free but open source software, you could make use of it and that’s for creating a website that would include a blogger or creating a blogged that is the website. Yeah, it’s, kind of a little different from work best, which really started life as a blogging applications juma is what’s termed a content management system, and so one of the things that it manages out is a lot, but it also convicted advertising hyre wake up and we’re going to get to that after the break. We’re going to take a break, scott koegler will stay with us, and when we come back, we’ll start talking about accepting donations on your website that people are now going to be paying attention to stay with us, please. Talking alternative radio twenty four hours a day. Do you love movies, then join me and share your opinions about him on the radio. This is mike, a movie fan like you, starting may tenth. Join me every tuesday night at six pm for my new show movie time on talking alternative dot com. Call me live or email me at movie time radio. At gmail dot com. We’ll talk about all the blockbusters whose the best director and which movies air overrated, among many other topics. Join me for movie time. Tuesdays at six on talking alternative 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 marnie. Gal ilsen as a professional matchmaker has 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. 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 dot com. Dahna there was one commercial in that break that was very articulate, something about non-profit radio hope it stood out for you the way it did for me. Hyre stay with me all day scott koegler is with us, our regular tech contributor, the editor of non-profit technology news, which you always find it n p tech news. Dot com scott about thiss online giving importance to a website important non-profits absolute and again it’s one of those functions that needs to be added to a website. Some tools make it pretty easy. Some require additional programming. Again, i’m really with julia and it’s, one of those add ons that can be put in a pretty, pretty easily. Most of these go to paypal, which is, you know, pretty easy to do. Yeah, i think that it’s generally recognized me there, and even with paypal, you can accept credit cards. Yeah, that is very common. And we did talk about that previously. Also on that february twenty fifth show. What about keeping your people your constituents? Apprised of what’s going on through, like through newsletters? How can your blogged support your newsletter activity? The easiest way is to use the block entries that you put in as just part of your normal update a cz your newsletter comes and that’s an alternative way of getting information to your constituents out an alternative who either the speed or the or the facebook updates. I personally like those letters because it gives me the opportunity to select out the articles that i want to present i could put him in the order that i want, i can add images, pictures, links to other what other resource is within it? And, uh, again, depending on the tool that you’re using, whether it’s, we’re press or junior or some other tool, there are functions that make it easy to say, okay, but this article, this article, this article put him in this order and send up main now almost. Okay, so now you’re repurpose ing your blawg articles for your e newsletter because i’m just so people know we’re talking about an online newsletter and e newsletter that people are going to get. My email, right? Yeah, but now that i don’t know what if people are regularly subscribing to your block, then your newsletter is kind of redundant for them. No, it can be. Some people like to get consolidated, but, of course, you need to be able to allow people to opt out of any of their subscriptions. Whether the newsletter subscription argast. Sabelo let them have that flexibility, okay? They’re complaining completely. Yeah, you’re breaking up a little bit there, so i’m just gonna repeat just a part of what you said, which was you need to give people the opportunity, the option to opt out so that if they are subscribing to your r s s feed getting your block posts the way scott described, maybe they want to opt out of getting your e newsletter, right? Okay, what should this thing this this website look like? Good question and that that’s really open to it kind of hyre the style of the organization, i mean, some can be very formal, some can be very informal. The good thing about most of these again, i’ll talk about weird press, and juma is that there is pretty much an unlimited supply of what’s called templates, and you can apply a template to your website and give it a new look and even change it. You can even change it from page to page if you want to, but the design really is a matter of taste and making sure that it fits within the overall style and perhaps not only style, but you might want to deviate from those templates to have ah, designer who’s goingto do something so that your site is identical to the rest of your visual identity. Yeah, can you? Usually if you are using the templates, can you can you usually import your own artwork so that you can at least have elements that are the same? Like, i mean, you want to bring your logo and if that’s possible is that is that kind of functionality? Absolutely. Those air parts of the initial sped up generally. And because of the way these things were made, there’s usually quite a bit of online help that either can say you go on to the support sessions and you say, how do i do this? Forgive you inspections for you pay a few dollars, get someone too, actually customized to exactly the way, okay? And you find the online help to be actually helpful. Decently robust? Yeah, they’re very good people. He’s kind of systems are, i guess mildly put it fanatical what they do. Okay? And so i think an important message for small shops is that you’re not alone. You’re probably not the first person to have. Encountered a problem with juma or wordpress? Used. Use the online help resource is all right. Wait just a couple minutes left. You know what i find always annoying tio have to look for and sometimes i don’t find it is a way of contacting the organization. You know, i’d like to go beyond your blogged. I’d liketo actually maybe talk to somebody. Or or at least we have the chance to email somebody. And sometimes you can’t find that so easily what’s your thoughts on contact. Well, the standard is at the bottom of the page. There’s a length that says contact their standard that’s pretty much always there. But, you know, certainly those states not they’re pretty frustrating, depending on how important it is the organization’s actually get contact. He may want make-a-wish prominent as the donate, but okay, and again, you were cutting out a little bit. So you’re you’re advice to make the contact button as prominent as the donate button if that’s important to your organization. Yeah, i know that’s the standard down at the bottom that should be looked contact, but and that’s, the first place i look, but sometimes it’s not there, and i have to go hunting for howto email somebody or send it if it’s not an e mail, send a message using the site ondo that crucible frustration leased for may. You don’t want your visitors to be frustrated that, uh, that’s a big deal, i frustrate easily, you know, because i’m shallow person. So it it all goes it’s all consistent with the shallowness and the facade and the perception it’s, it’s all bundled together and something that i need to talk to my therapist about, okay, we have just like a minute left. Scott, what about having a community? Is that like a place where other people who love love your organization, khun gather, is that worth doing? Or should that just be your facebook? Your organization’s facebook page? It depends on your community like everything else like you. Facebook is great if you want to have a relatively open community. What two people engaged it’s entirely possible to build a community function into your website. Juma has a couple of these that air very much facebook like except that they’re closed community. So information and conversations that go on inside that community, stay there, they’re not public. As they are pretty much in the on facebook and the other thing is that, uh, if you can set up your own terms and conditions of that that are much more favorable to those people that use it. In other words, facebook, anything you put on facebook is the property of facebook and they can do anything they want to, and you can kind of go the opposite direction of that say, ok, if you post anything here, you could take it off any time you want it’s your property if you put a picture up it’s your property and, you know, so sometimes it’s more advantageous to have this kind of locked up communities than it is to be open to the world. So it really eso it really depends on what the character of your community is that you wanted to be, scott, we have to leave it there. Scott koegler, our regular tech contributor and the editor of non-profit technology news, which you’ll find at n p tech news. Dot com on in that conversation scott ni refered again teo are the fabulous facebook segment that he and i did together, and you’ll find that again. On the february twenty fifth show, also, i was referring in a few places to my blogged on, if you want to take a look at that, that is that m p g a d v dot com my thanks to alice aspen march for letting us replay her earlier interview and, of course, my thanks to scott koegler next week is going to be a show from the archives, but i don’t know which one yet i haven’t chosen. So the best way to know about what’s going to be on this show is to keep up. By signing up for our insider email alerts on our facebook page, i actually take scott koegler advice and you go to the facebook page facebook dot com tony martignetti non-profit radio there’s, a link there that will let you sign up to get the weekly alerts for the show and that’s. How you can find out what’s coming up while you’re on that facebook page, you can also click the like button, become a fan of the show and then, as scott said, what we post on the show page will show up on your wall and that’s another way for you to know what’s coming up and that’s how you’ll find out what’s coming up next week because even i don’t know at this point, we’re always on itunes. You subscribe. Listen, any time on the device of your choice, go to our itunes page by entering non-profit radio dot net that will take you to our itunes paige, the creative producer of tony martignetti non-profit radio is claire meyerhoff, our line producer. Today was janice taylor. Sam liebowitz is the owner of talking alternative road casting, but he didn’t produce the show today. Janice did. Our social media is by regina walton of organic social media. We did an outstanding job promoting that reception i told you about earlier. God, i hope that you will be with me next week on talking alternative broadcasting at talking alternative dot com that’ll be next friday, one to two p m eastern and, of course, always on itunes. Listen, any time at non-profit radio dot net hope to be with you next week. Upleaf durney i didn’t think that shooting getting ding, ding, ding ding. You’re listening to the talking alternate network to get you thinking. Nothing. Good. 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. Do you love movies, then join me and share your pains about them on the radio. This is mike, a movie fan like you, starting may tenth. Join me every tuesday night at six pm for my new show movie time on talking alternative dot com. Call me live or email me at movie time radio. At gmail dot com. We’ll talk about all the blockbusters whose the best director and which movies air overrated, among many other topics. Join me for movie time. Tuesdays at six on talking alternative 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 piela we take the nasty out of the divorce process and make people happy. Police call us ed 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. 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 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 you’re listening to talking on their network at www dot talking alt-right dot com, now broadcasting twenty four hours a day.

Nonprofit Radio for May 13, 2011: Event Sponsorships & Email Security

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:

Karen Perry

Karen Perry, president of EventJournal, shares her ideas about how to cultivate, solicit and steward corporate sponsors to raise big money for your events.

 

I have a couple of questions for this segment. You can answer them here or on the show’s Facebook page.

Q1: Who solicits companies for your event sponsorships?

  • Staff
  • Committee volunteer
  • Board member
  • A combination of those above

Q2: In your largest event, what percentage of revenue is from corporate sponsorships?

  • 0-25
  • 26-50
  • 51-75
  • 76-100
Definitely NOT Howard Globus

Howard Globus, president of IT On Demand and guest contributor on this blog, reveals his strategies to keep your email safe and sound and away from snoopers.

 

He’s got some great nonprofit discount sites for major league security!

Here is a question for this segment.

Q3: Do you feel you have strong security protecting your sensitive donor data?

  • Yes
  • No
  • Not sure

Top Trends. Sound Advice. Lively Conversation.

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

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

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

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

Sign-up for show alerts!

“Like” the show’s Facebook page.

Don’t forget to subscribe to the show’s podcast on iTunes. Download and listen whenever and wherever you want.

Here is a link to the podcast: 041: Event Sponsorships and Email Security.
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No. Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. I hope you were with me last week when i had a conversation with craig newmark, and we also talked about everlasting endowment. The founder of craigslist joined me hey has created craigconnects dot or ge for non-profits and those who support them, and we talked about the site and its areas of support. Craig is an inspiration to non-profits i’m thinking about this the past week, the way he works outside of his comfort zone to inaugurate craigconnects when he knows it’s a good idea, but he doesn’t really know how it’s going to turn out. So i hope you listen to that. I hope you were with me for that show and of course, it’s always on itunes, and also last week i had the co author of foundation and endowment investing, kathleen rittereiser joined me, she revealed strategies used by big endowment managers that you can take home to keep your endowment safe and invested, right? That was a segment that your cfo and you’re bored should hear this week event sponsorships and email security. Karen perry, the president of eventjournal, shares her ideas on how to cultivate, solicit and steward corporate sponsors so that you can raise big money for your events. And howard globus, president of i t on demand. Howard’s gonna have strategies to keep your email safe and sound and away from snoopers. He’s got some great non-profit discount sites for major league email and data security. So today i’m joined by two presidents in the studio on tony’s. Take two. In between, my guests remind you that we are media sponsors for fund-raising day in june, it’s, a big fund-raising day here in new york city, and i’ll talk a little about that. That is, at roughly thirty two minutes into the hour on tony’s, take two. So all that is, after this break, and right after the break, i’ll be joined by karen perry, will talk about event sponsorships, so stay with me. You’re listening to the talking alternative network. Latto are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. 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 us ed 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. Hey, are 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. Metoo welcome back to tony martignetti non-profit radio, always talking about big non-profit ideas for the other ninety five percent. With me in the studio now is karen perry. She has been helping non-profits raise more money from their galas and other major special events. For more than ten years, karen has worked at several of new york’s top advertising agencies on fortune one hundred accounts and has also worked in the non-profit arena in a variety of advocacy development, casework and outreach positions. She has her master’s in social work. In two thousand two, she founded event journal, the first web based alternative to printed ad journals and program books. Karen is here to share her ideas about event sponsorships. Karen, welcome to the show. Thank you, tony. What have you, um, what’s a sponsorship? A sponsorship is an opportunity. That’s packaged where a third party or a second party organization can get some derive some benefit from supporting another endeavor and were generally talking about corporate sponsorships today. Is that correct? This fall into the same sort of pattern of fund-raising that we see with individuals in that it’s cultivation solicitation stewardship? Well, there’s a general pattern. Yes, but there’s a different motivation in general for corporate sponsors, your individual donors, but we see the same sort of general flow i mean, you’re cultivating, soliciting and starting exactly okay, we’ll talk about each of those, you know, talk major those faces. What? What types of events are appropriate for sponsorship? Fund-raising well, there’s generally a distinction between fund-raising events and cultivation or stewardship events, although fund-raising events requires some stewardship as well, to maintain the sponsors, but basically a sponsored event can be anything from a dinner gala to a golf outing to a five k run. Anything where there’s exposure to the public on behalf of the charity or non-profit, where the sponsor would derive some value from being publicly associated with it? And what what are some of those sponsor motivations? Wired wire companies doing this well, probably the most, the one that most charities would assume is for the philanthropic value of it. Ah, usually you know, corp corporate entities are run by people, and people have different experiences in life. So if the nonprofit organization is doing work that touches on the pulse or the heart strings of thie president or vice president or other other key people in the company they miss may wish to get behind it. If there’s ah employees in the company who have been touched by particular disease or helped by an organization, then they may want to rally behind that organization. But that’s, just a piece of it is the philanthropic aspect. There’s also the what’s in it for me. And i think that in this day and age, there’s a big buzz going on right now about corporate social responsibility caused marketing. And so it really behooves the organization to take a look att tthe e exposure and recognition opportunities that they’re offering too, the sponsors when they support an event. Now we have drug in jail on tony martignetti non-profit radio, and i don’t want you to have very long stint in jargon jail you mentioned caused marketing. What does that mean? Cause marketing is when a when a the opportunity basically for a company to aa or for a non-profit to offer value to a company in association with its mission. And how would somebody figure out whether the company has that kind of affinity for for their mission? So how would a charity sort of sort that out. Well, it always goes back to the people who are in the company because cos they’re not faceless. They have people behind them. So if there’s a a company president who has a brother who was developmentally disabled, perhaps that would be a hot button for such an agency. Um, but i think it’s also a matter of ah on the less philanthropic end is, you know what? Exposure to the public, what goodwill are they conveying to the community when the organization offers thie sponsor an opportunity for exposure? Oh, yeah, definitely. I mean, i’m sort of combining two areas amused, definitely talking about the mission related interest that the company may have, and then also the what a positive association interest that they would have blang allied with the being seen with the charity name. So the organization used to do its homework to know who’s being touched by which type of condition and whether or not their mission speaks to a responsible person within the company, but very often that’s, not something that they can identify. So then i think the best opportunity for most non-profits is to put together compelling packages and traditionally for non-profit events, a dinner gala might have three hundred guests or a golf outing. Might have one hundred forty four golfers at best. That’s. Not a very big audience to be noticing the sponsorship support of a company. So in this day and age, there are so many digital opportunities and media opportunities to get the recognition factor out, that the organizations need to understand, and we’re about to take a break. But when we come back from the break, we’ll talk more about some of these marketing materials that you’re recommending that non-profits need to put together to make this compelling case. Teo cos. This is tony martignetti non-profit radio stay with us. E-giving didn’t think the building getting ding, ding, ding ding. You’re listening to the talking alternate network to get you thinking. Things. 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, 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 duitz 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. Talking alternative radio twenty four hours a day. Duitz welcome back to the show i’m with karen perry, the president of event journal, which you’ll find at event journal dot com and we’re talking about event sponsorships. So, karen, before the break, we were talking a little about the marketing materials that are appropriate for a charity to put together. What do those look like? In-kind trying to cultivate the corporate sponsorships? Okay, well, traditionally thie formula that’s been used for the ages has been that initially, to promote an event there’s a save the date card goes out about six months before the event, then there’s typically a sponsorship letter that the charity writes that engages attempts to engage thie company in ah, connection to the mission connection to perhaps an event honore connection, teo recognition exposure that they’re going to be offering. And a typical sponsorship package combines tickets or tables at the event, along with certain, um, benefits of recognition and association with the organization. So then, of course, the invitation pack it comes out in which if there’s someone who has committed early, sometimes their logo will be featured. And so, you know, the the media met message for the event starts churning and then sponsorship is usually inclusive of some kind of recognition in association with the continuation of that. So if they have an advertisement in the newspaper logos for sponsors, khun b identified email marketing, which is a newer component logo czar identified for sponsors and then at the event they’ll typically have some sort of banners or some sort of aa journal book where the sponsors and supporters are acknowledged by having an ad and that’ll be in us and in combination with tickets and the it’s sort of sounding like there has to be, you know, a lot of recognition, but couldn’t this could this work also for smaller organizations, are more locally based, but but maybe they would just be reaching out to local companies? Sure, you know, even a small organization, if they’re having a five k run, they have t shirts where people khun can have ah, you know, logos for companies or take and i’ve seen dog walks where when you get there next to the water station, there sign ege where the sponsors are being recognized, but for the larger events, probably the single biggest recognition opportunity traditionally has been the printed ad journal and ah, that’s something that at this point is become somewhat passe because the books are our passive piece, one of the opportunities that’s out there right now for non-profits is to use digital media in various forms to offer recognition and sponsorship exposure to the companies that underwrite their events. So now there’s websites for events there’s email marketing, where they expand to a much larger audience, digital media is going to reach out to people who may not be in the room the night of the event, but who were still part of the larger database for the organization and community for the organization. So the moran organization can tie into a variety of digital media. It expands from what used to be a printed piece or printed advertisement. Okay, and that’s what? Your work is involved with eventjournal and we’ll get into the recognition. I just want to sort of work our way into that. So there was another we’ve identified you identified two reasons that companies would be interested in some kind of event sponsorship that was analogue i with the mission that they’d be in sympathy with the mission or just ah positive association with a local organization and you mentioned a third, but let’s, let’s investigate that one little bit the honoree relationship. What is that? Well, in the new york metropolitan market, honorees are really tried and proven method for bringing revenue into the event, you know, as you get outside of the new york metro area. Interestingly enough, it’s not done as much really is not so common outside new york, but we’ve learned that it’s it’s sometimes we’re suggesting it to organizations and it’s kind of like an aha for them. But basically what that’s all about is identifying somebody. Who’s either done some incredible work or made contributions to the organization or someone who’s business. They can tie their business to the mission of the event, the organization and or if not just some prominent individual who’s willing to put their name and their support behind the event for particular year. And then they either are asked or were requested are expected to bring in a certain amount of support along with there being recognized, so the honoree themselves generally underwrites the event from their company. To some extent, they’ll usually by a couple of tables, or they’ll invite their colleagues. To buy tables, and then the big opportunity, depending on the prominence of the honore, is to reach out to the vendors and suppliers and clients and colleagues of that particular business person or corporation. And ah, you know, let them know that they should show support for the fact that their colleague is being honored. Yeah, so what’s the receptivity that you find in other parts of the country when you’re having a conversation with eventjournal clients or potential clients to this to this honoree idea that you said is new to them? Well, i think that there is a general sense that, you know, asking people to it there’s a discomfort i found with asking people to not only ah chip in a certain amount of much money for their own company, but then reaching out to the next tier, then and the vendors and kind of putting the arm on them strong, arming them to pony up some money. But i think at the end of the day, one of thie ah, one of the real facts of fund-raising is that its sales? You’ve got to get out there, you’ve got to ask, you’ve gotto give people. Compelling reasons, teo, make their contribution words like stewardship. And where were the other worlds of cultivation? You know you can you can catch those and euthanize them, but basically that’s sort of like prospects, prospecting and following up and doing customer service. It’s all the same thing, it’s, just different verbiage. And you you alluded to that we didn’t call it prospecting earlier. When you’re saying that there may be people in the company or heads of the company that are sympathetic to a mission because of their own family circumstances, that’s the prospecting part of of corporate sponsorships, that’s a piece of it. But i think it’s also just knowing if there’s a company that wants to come out as being a good citizen in the community, and you have an opportunity for them to get their logo and their recognition in front of a thousand people who all share some common bond, where there’s some warm and fuzzy feeling for the fact that they have supported a mission that’s important to the individuals in the organization. That’s important to noto you know, you know what about thie the’s honorees in doing this in other parts of the country are we really anomalous in new york city? I mean, what about other cities? Are they are they doing the honoree strategy? They are there, other cities air doing work with honorees, but a lot of times it’s not as monetarily related. So, you know, they may end up honoring the chairman of the board where they may honor a great volunteer. Who’s. You know, the priest who started the programme or something like that in new york, we’ve kind of got it down to a science where you usually have two or three honorees. One is a business honoree who brings in the money. One might be a cause related, honore and a third might be just a scholarship recipient or somebody has benefited from the program. Okay, but the first of those that business honoree here in new york, i mean, there they are expected teo to put forth their vendor list. Other friends of their company there’s always an agreement. Doctor there’s always an agreement between the charity and the honoree as to what level of involvement they’re goingto have, whether they’re just providing a vendor list, whether they’re sending out a letter teo their supporters. One of the best examples we had recently was an honoree who stepped up personally, and we did a video message from eventjournal we did a video message from that honore that was blasted out on email that went tio a couple of thousand of people that the organization and this particular businessman knew it was a personal appeal from him to support the organization and then the email message click back into the website that eventjournal built for the event where all the event information the honorees byo everything to do with why they should support this charity. And then, of course, because it was an online journal, which is what our company does, it had thie ads of thie supporting vendors where everyone could see who was supporting this gentleman, and if your ad wasn’t there, it was very publicly not there and then, because annie journal is a public recognition opportunity, we also incorporate a shopping courts of people come by the rad’s right then and there and, you know, get their support recognized. And so these expectations are all laid out in advance so that the honoree on the charity know what each is expected to. Do in best practices they are, you know, some some organizations, they’re not. His bold is toe have dollar figures. Some will just ask for support and sharing of lists. Sometimes it depends on who the honoree is and what can reasonably be asked and how strong the relationship is between the charity and that particular honore. If it’s someone they barely know, and they’re just happy to have them lend their name to the organization, they have to tread lightly, expectations will be lower. Sure. S so i don’t know how to interpret the new york city version of galas and honorees, are we? I don’t know if we’re greedy or we’re just ahead of the curve and the rest of the country. Well, we’ll catch up. I think in new york, we know that were after the money. I mean, that’s the whole purpose of a fund raising event, you can have nicey nice events or you could have fund-raising events in new york, i believe we feel it’s about the bottom line, right? I’m with karen perry and she’s, the president of eventjournal we’re talking about excuse me, we’re talking about event sponsorships, karen, who should be out soliciting for the sponsorships now, you know, of course, the audience hears small and midsize non-profit so they may not have the wherewithal to get the high profile sponsorships. But who from the charity should be out soliciting these? Well, i think that it’s it’s a communal effort, there’s, generally a few tears of responsibility. Not every organization has a committee, but some d’oh. So if there’s an event committee, a committee of volunteers you mean generally it’s a committee of volunteers on dh they have some vested interest in the success of the event on behalf of the mission of the organization. So what i think is important for staff people to know is that their committee members aren’t as well versed in why somebody should sponsorship sponsor an event they may not be as comfortable with the ask itself, but they have contacts and friends and colleagues and business connections within the community. So i think that they’re a field that could be mined. I don’t think that they’re the ones who should be making the ask in general, unless you have a very sophisticated committee member on dh, then there’s generally the committee, the gala co chairs. Ok, so wait well, before we go to those let’s, just focus on the volunteer committee, that event committee so are they their role then? If they’re not actually soliciting asking for the for the sponsorship there more just setting it up so that then the staff member actually does they ask? Is that would you know, i think that in an organization that’s very well organized there’s generally a target list of companies, businesses and corporations that they would liketo have sponsor their event. I don’t see that as often as i’d like to. But i think that any time you start out with a target list, you have a much greater chance of actually closing sales or closing donation requests. So i think if you put out a list like that to a committee, you may find out that somebody’s brother in law sister in law is involved in the company and that’s information that you would have overlooked had you not asked for that. You just said, oh, who knows anybody that could sponsor us? Most committee members glaze over. Yeah, but a more specific list on dh then you you have a suggestion to go beyond the event committee itself in terms of who should be out doing this marketing for you. Right? Well, i mean, it’s going to depend on the organizational structure of this particular event. We have clients where all the asks are done by paid staff. We have others where the board members are very involved in reaching out to their contacts. Then there’s generally a gala or an event chairperson sometimes there’s a sponsorship committee, which is more focused than the committee at large. So i think, really. It depends on the structure of the event organization. But in general, what i found is that the actual asked can be started by someone on the committee or the board, but wth e conclusion and what level and what they get for that and how you package the benefits. It’s generally got to be done by a dedicated staff person in general. And in terms of that board board involvement. Is that really just about as far as it should go? I mean, what what do you think is the best practice for the degree to which the board members should be involved in this hole process? Might they also be identifying potential sponsorship opportunities? Absolutely. They might be identifying sponsorship opportunities. I think the board’s primary benefit in this type of endeavor is identifying future honorees. And then once they know someone who they can tap for an honoree for an upcoming event, then it’s their relationship with that person. Perhaps that they can then go and make the ask. And then that ask includes who do you know, mr emma’s honoree that could become sponsors and support your being recognized by organization and there’s. Ah! Number of times that, ah, potential sponsor needs to be asked right or or receive marketing materials before you’re actually gonna get an action action for out of them, isn’t it? Yeah, i think that the fund-raising sector in general is not as up one marketing methodology as i think that they could be. And so typically, with any kind of sales or marketing effort, you need a minimum of four to six times of exposure and recognition of a message for someone to even take action and more like six to twelve times for them to really be compelled to do something about it. So what i described earlier with the save the date card, the sponsor letter, the invitation and maybe a phone call from the organization that’s that’s a bare minimum. And this is two thousand eleven. We have elektronik media and we have social media and we have, you know, you can have a facebook page. You can have ah, email, marketing, web based materials. There’s just so many opportunities to teo get in front of potential sponsors. What’s the revenue expectation for sponsorships around a single event. Can you clarify? Yeah, the i mean how? Much of your revenue from an event do you think should be coming from the sponsorships? Well, i think that depending on whether what the revenue streams are, the percentage is going to vary. If it’s a sit down dinner and there’s tickets sales and then their sponsorships, you know the vast majority of the money should come in from sponsorship packages for any successful event. The ticket sales are generally just the up charge between the out of pocket costs and the ticket price, and so there’s not as much potential, whereas a sponsor dollar if someone’s donating ten thousand dollars a sponsorship and they’re getting a table and that table has ten seats that cost the organization one hundred dollars. So the up charges nine thousand dollars there’s also organisations that have journals. And so the journal is where companies come by an ad and it’s just a matter of all the ad revenue comes together. Sponsors get ads, but then people can also buy ads individually. So the cost of printing or publishing or electronically publishing that journal is taken out of the costs. So if they have tickets and sponsorships, i think it should be at least sixty percent, if not more, of the revenue. If they also have a journal, then you put the journal together with the sponsorships, and then that should be a very large percentage of the revenue. Okay, i pulled our ah, our listeners and people who follow the show on facebook and on twitter no, their replies, there were just a few, but their replies were there. Their sponsorship revenue came in either between twenty six and fifty percent, or it was a combination of anywhere from zero to one hundred might said to me, that’s, that’s a huge opportunity with a do badder than glow. I think that should be you should be vast majority, well, that’s, because i’m think i’m thinking they’re not tapping sponsorship opportunity as best they can just in the minute or so that we have left let’s talk about the recognition because that’s, where your work is the recognition that the corporate sponsor gets what what should that look? Likes a little maybe a lot more detail than you said. Well, there’s on location at the event recognition and then there’s there’s ah at large recognition, so at the event it should be very parent who the supporters are with eventjournal we produce thie e journal online, and then we bring it to the event with a presentation where all of the ads are being shown on big screens and everybody sees who the sponsors are throughout the night. It’s very colorful and robust other times there’s a printed ad book where it says there’s an ad in the on a page in the book, sometimes depending on the nature of the event. If it’s not a very elegant event they might be, they may have a banner for the company or a poster board. They may get recognition from the dais. Sometimes a top sponsor gets to have a few remarks from the dais and then outside of the event there’s all of the event promotional materials like the event website, which can have logos and journal ads and their sponsorship letters and there’s all kinds of materials where they can identify who the supporters are. My guest has been carrying perry and she’s, the president of eventjournal, which you’ll find it eventjournal dot com. Karen, thank you very much for being on the show. You’re quite welcome. It goes fast and a pleasure. We’re going to take a break, and after this break, tony’s, take two. And then i’ll be joined by howard globus, the president of tian demand, and we’ll talk about email security. Stay with us. 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 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 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 welcome back to tony martignetti non-profit radio it’s, time for tony’s, take two at roughly thirty two minutes into the hour. We are media sponsors for the new york city chapter of association of fund-raising professionals fund-raising day, and that is the largest one day fund-raising conference in the world. It’s on friday, june tenth, at the marriott marquis hotel in times square here in new york, and i’ll be interviewing the conferences speakers for this show, so i’ll be interviewing them podcast interviews and then later on they’ll be replayed on the show. You could get information about the conference at www dot a f p and y c dot a f p net dot or ge again a f p and y si dot a f p net dot or ge. I always talk about my blogged for the week, but this week i had a guest blogger. My block is at mpg a dv dot com, and you’ll see that my guest blogger is howard globus this week, and howard is also the guest on this show this week, so that is tony’s take two for friday, may thirteenth and now it’s a pleasure for me to welcome howard globus to the studio. Howard welcome. Get after him. Howard has over fifteen years experience designing, installing and supporting windows server and workstation products in industries where security and reliability are critical. He’s worked with mount sinai and why you health system and the hospital for special surgery? He’s, president of t on demand and here to bring his big non-profit technology ideas to the other ninety five percent. I’m very glad that his work brings him to the studio. Howard, you have some suggestions about email security? Why don’t we start with the most basic that password for email? Okay, good afternoon. As i mentioned in the blogger hyre, your password should not be the same as your luggage tag or your luggage lock. Many people keep a luggage lock of xero xero xero or one, two, three, four and currently the most common password out there happens to be password with a capital p oh, but they but people do put a capital p on it. Yes, but that’s not enough to confound snoopers. Not not enough. And actually, some people put a capital p an a number one at the end. So that zoho very that’s. Very good. We like to say sarcastic things like that. It’s. Not very good. Now you can tell because you know, you know, you know he doesn’t mean that’s very good news. Go ahead. Sorry. Basically, you want to take a look at having as complex a password as you can to maintain security. That means doing simple things, like making sure your password is not in the dictionary. People may choose a word at random in the dictionary, but a very typical hacking attack would be to have a list of dictionary words sometimes one hundred thousand two hundred thousand words. And then programmatically attack your email by just going through the words if you’re so there are programs that can go through the whole dictionary or one hundred one hundred two hundred thousand words, all trying to hit just one one person’s password there. Programs that can actually go through about five million password words in approximately six hours. Also, these gross out there in the world, and it doesn’t not somebody sitting behind a screen one of the time it’s actually an automatic process that just runs. So when somebody uses ah, capital letter on the first word of the word or adds a number one or two at the end. It’s not a very good password. What you want to be looking at is having a complex password. Sometimes about eight or nine characters is usually a good starting point. Having a number or an additional character like a tilde or an asterix in the password somewhere. Commonly, people replaced the letter e with the number three. Um so what about those replacements, like e three for e and at signed for for for a name? What’s that oh, for a that’s, right? Right. Those work, they do work, but again, those air common replacements. So you want to try and and switch it up a little bit instead of having on eight or xero for for the letter o, you might want to take a look at a seven or something like that. Something that’s not common. The most important thing to understand is given enough time and enough computing power. Any password can be cracked. So you really want to make it as complex as possible and, frankly, not worth someone’s time to use up the band with trying cracked the password. Okay. I don’t know if people are aware that it’s so easy and that just the automation allows such sort of ah, harsh attacks on on a password in a very systematic way, correct. And i mean typically things like hotmail or gmail, even mac mail, these are things that are susceptible because they are they’re known addresses and there the common. So a lot of people go ahead and attack those female, that kind of thing. Now we’re talking about the email password, but does the same apply for your other password like system? Password? Same same kind of theories apply and depending on where you are and the amount of money and or lists that you have available to you will make you amore attractive were less attractive target. And based on how attractive a target you are, you may be under attack on a fairly regular a constant basis. Yeah, charities have donor xero often they’re preserving date of birth, maybe credit card numbers that might save to make it more convenient for the person for the donor to give, but that means they’re more susceptible, teo attack, because that that’s high value information bank bank routing information bank account information all that stuff is a can be available to ah, to ah, hacker. You know, my interest in this topic started because and i mention this in the block post because i got five e mails from different companies that i do business with all related teo hacking that occurred at a company called absalon, which i’ve never heard of, but apparently they do a lot of email distribution and email management for a lot of big companies because these were all big company names that i got the warning email from but absalon i’ve never heard of absalon is actually one of the biggest companies out there. They manage many list for folks is very disown me bed, bath and beyond paypal to some extent, so i mean, these air, these air companies that absalon works with, and they have hooks into each of these systems, so they’re a perfect target. And when, when a company hires this back end company, what you’re saying is huge, but i don’t think the typical users ever heard of them. It’s not a common name, right? Right? But they’re huge. You’re you’re really you’re relying on the front end. Company to be managing their relationship with the back end company and that’s going to play two non-profits to write if definitely for non-profit is hiring a vendor? What? What do you make sure of your agreement says when you’re hiring somebody else to manage your lists for you. Well, one of the things you definitely want to take a look at when you are using an outside vendor is what kind of arizona emissions insurance they happen to have. That’s ah, that’s. Certainly an after the fact kind of thing, but certainly something that wants that you want to have in place. You want to know that that they’re even thinking about it. If you ask an outside consultant, you know what kind of arizona missions insurance you have or data security insurance you have. And they look atyou blankly. That’s, not a vendor. You want to be talking with very much further. Okay, furthermore, you want to make sure that they have not disclosure agreements in place and that they have some kind of security system that’s audited that you can. Then go ahead and take a look at at least on a quarterly basis. Oh, that that the non-profit can audit the security for how does that work? Usually. Ah, vendor that is working with not-for-profits or for a large firms will have to have their systems audit on a regular basis to be compliant with either hip of requirements or sec requirements or some not-for-profits requirements. And if they are doing an audit on a regular basis, they’ll have a report that they can then go ahead and provide back to the to the customers. Okay, excellent let’s. Talk about attachments, since we are focusing mostly on email but not exclusively. What about those lurking attachments? What’s your advice, there’s a. An increase in what’s known as fishing out in the cyberspace and wanted to spell fishing. So keep you out of jargon jail a h i s h i n g l i just want to make the point that it’s not fishing, throwing a rod, but it starts with p a change. Things go ahead. The concept is, is that an e mail is sent that looks very similar to a a normal email that would come from from your one of your credit card companies or processing company or your bank or what? Have you? And that email will have a logo and we’ll have all the text formatted almost the same as as that emails coming from the actual valid location would be, and they would have a link on it’s saying something like, please update your password, papale had this happened quite a bit about a year and a half ago two years ago, you may also get an email from something someone claiming to be ups saying we have a package that needs to be delivered. Please click on this link to confirm your delivery instructions, and when you click on that link within the email, it will take you to a website, and that website may look very similar to the to the company that you that you’re using the website of the company you thinkyou’re going around exactly, but in fact, it’s ah it’s, a fishing site, and what they’ll do is they’ll ask for information, personal information, sometimes credit card information, and they’re looking to their statement is is they’re looking to confirm that you are who you say you are, but in fact what they’re doing is what’s called social engineering and and asking for information. That normally would provide and you provided fairly freely, and then that’s information that could be used later on teo to extract funds. She’s ok, so what’s your advice, then if you if you get something, how do you tell whether it’s legitimately from ups or or it’s, not in almost no cases will you’re a vendor that you’re working with? Ask you to send, send their information, your information via email or clip through on the website the wayto always check is if you log on to the company’s website directly outside of the e mail attachment, but rather going directly to your browser. Okay, so now you’re in there, you’re ignoring the email you going right to your browser and in the browser address window? Correct? You’re saying typing ups, dot com or paypal dot com and then put your credentials in there if on e mail went out saying you need to update something, it’ll have a notice on that website to say, hey, you need to update something alright, because you’ve logged in so they know that it’s you they would know if they had sent you the e mail, they’re going to know, and they’ll remind you of whatever it is they want to do after you’ve logged in. Okay, okay, why don’t you just we just have a minute before a break. Why don’t you say a little bit about firewalls and were firewall protection? And then we’ll look more added after the drugs. Traditionally, computers come with far walls, whether it’s, a mac, a pc or a linux based operating system that’s, a piece of software that will try to keep your system safe and using that software there’s a degree of of comfort that the end user has. The question is, is that comfort valid and that’s something that really needs to be investigated depending upon where the system is connected to how it’s connected teo to the internet and what of the things you’re doing on the on the machine? Ok, we’ll look more about that. Look more at that in a moment. Take a break right now and then howard globus will stay with us, so i hope you do, too. Talking alternative radio. Twenty four hours. Do you love movies, then join me and share your pains about them on the radio. This is mike, a movie fan like you, starting made tenth. Join me every tuesday night at six pm for my new show movie time on talking alternative dot com. Call me live or email me at movie time radio. At gmail dot com. We’ll talk about all the blockbusters whose the best director and which movies air overrated, among many other topics. Join me for movie time. Tuesdays at six on talking alternative 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 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 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. Talking dot com. No. Kayman i’m with howard globus and he’s, the president of tian demand we’re talking about email security, you’ll find his company at hyphen on hyphen demand dot com before the break. Howard, we’re talking a little bit about firewall, so it’s it’s a degree of protection between the outside world and your your inner network, correct to speak a little bit more about that? Most computers come with a far wall, either preinstalled or something that you can turn on. The problem with principal firewalls on a computer is that they need to be hardened. They need to be ah, lock down a bit, which makes it a little bit mohr ah, less oxygen less user friendly on the computer itself. One of the things we recommend is a firewall that’s protecting your entire network, whether that’s, a home network of one or two pcs or or apples or a corporate network, a device that actually has a moral bust process and really is designed specifically tact is a firewall, as opposed to a far wall and a word processor and a web browser and all the other kind of things that a computer is okay and what kinds of things? Is this wall protecting you from? Well, the wall protects you from a number of different things. For example, some of the some of the password attacks that we were talking about not so much on the email side, but certainly on the server side, the database side things that would be password protected, but internally on the network. Additionally, it protects you from viruses and potential malware or little programs that get downloaded by by folks who is surfing the web or until you could tell how it’s, afraid of jargon, jail this’s, malware or little programs gets that definition right in there. Thank you, little programs to get downloaded when folks open up attachments and emails or are served to certain websites, the firewall, what it does is it actually monitors the traffic that goes from the outside in and from the inside out and that’s a critical piece, because if you have a network of any degree of complexity, which really more than one pc is a degree of complexity, the potential is is that there are programs that get installed on your computer that you may not be aware of and by monitoring the far wall. You can find out what what programs are what we call calling home or sending information from the machines back to some other server so you don’t just set this firewall up and and and then forget about it now, monitoring that would be ideal. Basically, ah, home user might have a firewall that they would really ideally take a look at at least once a week and take a look at the logs. Yeah, what about a small office, maybe three or four computers? Smart, a small office that operates on a typical nine to five business day but leaves their machines on so that way folks can work remotely should have. Ah, an active monitoring system is supposed to be a passive monitoring system. What that means is, is that when a potential violation occurs, it emails or notifies out someone who’s monitoring that far wall on a regular basis so you would do things like patch management and upgrades on a on a monthly basis. Take a look at the far wall logs on a weekly basis, but have active management and act of notification on an hourly or sometimes up to the minute basis, okay, and what types of things are you getting alerts about? Well, there’s a number of different things that the most common alert that we would get is we would have intrusion detection so there would be websites, and you’d have an external website or an external address from somewhere out in, out in the world, that’s attempting to ah to connect in using different protocols, things like ftp, which is a file transfer protocol, or using things over port eighty, which is the web protocol that’s things that people use to get out on internet explorer safari browser, but it also is ah, a whole range of different ports that are open and or potentially open, and if those ports are open, every port is a is a potential access point, and these ports are connections into your computer and thrown out of your computer credit. How does this small non-profit budget for all this, for the software that they need to protect their their network? Well, ideally, you’d be looking at or a small non-profit would be looking at some kind of manage service that has ah, a paper month as opposed to pays you go type of faith, the pay as you go, type of he can get very expensive very quickly. If you have a monitoring program in place and you say okay, we know that that monitoring is going to go on for this month. We’ll give you a report at the end of every week or at the end of every month. And we will go ahead and re mediate any of the types of issues that we see and it’s all included in tow. One service and that’s. That would be ideal. The reason why that’s ideal over as a pay pay as you go is the types of intrusion. Detection varies widely depending upon what your internet service provider is the time of the year it is. And, frankly, how valuable your information is assumed to be from an outside source. Roughly. How much would a small office get? Well, are the fees for that type of service based, i assume on the number of users? Is that right? Are the fees are based on the complexity of the device. That’s actually being used as the firewall more complex environment might only have excuse me. A more complex environment might have multiple firewalls and you’d be looking at something where you have to monitor multiple access points, a small environment. Let’s say five users or five people work in an office would probably only have a single firewall fairly, non complex, far wallet that and really be looking at maybe seventy dollars a month in terms of monitoring fees. Okay, okay. Um and that and that. Ah, that active monitoring you said, should be even hourly for some of the things that some of the dangers that are out there. Okay, i know you brought some resource is with you that where that are specific for non-profits why don’t why don’t you share those for discount something? Okay, well, the top website for discounts for non-profits is tech soup, that’s t ea ch soup dot or ge that’s, a website that actually matches non-profit companies with donor cos specifically software and hardware vendors. So microsoft, adobe, symantec, all the big companies go ahead and provide software if ah, non-profit can show their non profit status and joe need. Okay, so there’s a huge names. Is there another one you have or really tech soup? Texas is the main one fourth non-profits and then there’s. A website sands s es and s dot or ge, which deals with specific security issues and can talk a lot about auditing and keeping things upto up to date. Okay, and this sand’s dot org’s also have discounts or that sand xero is just a resource for for things that are going on in the world. All right, that’s, howard globus and he is the president of t on demand, which you’ll find at i t hyphen on hyphen demand dot com howard, thank you very much for joining us. Thank you for having me pleasure next week, our tech contributor and the editor of non-profit technology news, scott koegler will be with me he’s going to share the latest from his newsletter, and i hope you’ll be with me for that, you can keep up with what’s coming up week to week by signing up for our insider email alerts on the facebook page. While you’re there, click like and become a fan of the page, please, you can listen to the show on itunes at any time on the device of your choice at the time of your choice. That’s at non-profit radio dot net and each show is up, usually by the monday following. I want to thank my guests this week, karen perry and howard globus, the two presidents for coming into the office, coming into the studio and joining me. The creative producer of tony martignetti non-profit radio is claire meyerhoff. Our line producer is sam liebowitz he’s, also the owner of talking alternative broadcasting. Our social media is by regina walton of organic social media on tony martignetti, the host of tony martignetti non-profit radio. Always talking about big non-profit ideas for the other ninety five percent. I hope you’ll be with me next friday, one p, m eastern here at talking alternative dot com. I think they’re getting him. You’re listening to the talking alternative network, waiting to get into anything. Good. Duitz 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. Do you love movies, then join me and share your pains about them on the radio. This is mike, a movie fan like you, starting may tenth. Join me every tuesday night at six pm for my new show movie time on talking alternative dot com. Call me live or email me at movie time radio. At gmail dot com. We’ll talk about all the blockbusters whose the best director and which movies air overrated, among many other topics. Join me for movie time. Tuesdays at six on talking alternative 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 us ed 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. Hyre treyz 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 you’re listening to talking on their network at www dot talking all dot com, now broadcasting twenty four hours a day.

Nonprofit Radio for April 29, 2011: Planned Giving Fundraising & A Gift Planning Conference

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:
Richard Slutzky, co-author of Thriving in the Comet’s Tail, explains his ideas for fundraising as the U.S. emerges from recession. His insights apply to your long-term and immediate fundraising work. (If you’d like to buy the book contact WordsMaplewood. Call of email the store to buy the book.)

The “comet” in his title is our recession.

Putting aside economists’ definitions, do you believe we’re in the tail end of the U.S. recession?

  • a) Yes, the end is in sight, within 3-9 months
  • b) No, we’ve got at least another year
  • c) I really don’t know when the end will come

John Bacon and Alex Brovey are officers of the Philanthropic Planning Group of Greater New York (PPGGNY).

They’re coming to talk about the group’s May conference, the New York Philanthropic Planning Symposium. This is the PPGGNY’s premier annual event.

The event will:

  1. spotlight the nuts and bolts for new philanthropic planners
  2. illuminate the techniques and tools used by experienced planners
  3. focus a laser-sharp spotlight on those practical topics specifically requested by our members — subjects that have direct practical application to their work

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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“Like” the show’s Facebook page.

Don’t forget to subscribe to the show’s podcast on iTunes. Download and listen whenever and wherever you want.

Here is a link to the podcast: 039: Planned Giving Fundraising & A Gift Planning Conference.
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Oppcoll durney welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent of your aptly named host tony martignetti you may recall, i hope you do. Last week, i had a conversation with hildy gottlieb hildy is the author of the polyana principles, and she had transformative ideas for community benefit organizations to create really monumental change in themselves, their communities and the world. This week planned e-giving fund-raising and a gift planning conference richard slutzky is co author of thriving in the comet’s tail and he’s going to explain his ideas for fund-raising as the us emerges from recession, his insights apply to your long term and immediate fund-raising work, then joining me in the studio, john bacon and alexandra brovey they are officers of the philanthropic planning group of greater new york. They’re coming to talk aboutthe groups may conference the philanthropic planning symposium between the guests on tony’s take two, the blue pedicure challenge what you’ll find out on tony’s take, too, and also the irs dirty three hundred twenty thousand list is coming. The irs is going to release a list of about three hundred twenty thousand charities that have lost tax exempt. Status. That’s one fourth of all the charities in the us, and i’ll talk about both those things. At roughly thirty two minutes into the hour on tony’s, take two. Of course, we take a break right now, and when we return, i will be joined by richard slutzky, and we’ll be talking about the book he co authored, thriving in the comet’s tail. Stay with me. Duitz 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 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. 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 welcome back to tony martignetti non-profit radio where were always about big non-profit ideas for the other ninety five percent. I’m going to be joined right now by richard slutzky he’s, a co author with roger matt ll often richard ehrlich of thriving in the comet’s tail non-profit investment and development during the recovery from the great depression. Published by multi tier media in new york city. Richard is director and senior institutional sales representative at bank of america merrill lynch he’s an attorney, he has a serious seven licensing. He spent several years as a member of senior management for the jewish community foundation of metro west and united uda jewish federation of metro west, both in new jersey. That means he has been in the trenches on the charity side, and i’m very pleased to welcome him to the show. Richard welcome. Thanks, tony it’s. Great being here. It’s. A pleasure to have you. Thank you. Are we emerging from recession? You’re thriving in the comet’s tail. The tail of the recession. Is that where we are? I think so, tony. And i’ll tell you why you know the the depth of the recession. The bottom of the recession happened in march of two thousand nine, and so theoretically right now where we are, we’re always where the economists tell us where we are is in an expansionary mode, but when i’m concerned about when i checked with non-profits is a lot of non-profits buy-in froze during the recession, they either did one of two things. They pulled money out of the equity markets because they were very concerned about if the bottom was actually reached in march, they were concerned in march of two thousand nine, they were concerned that it could go down farther, so they pulled money out so some of them never put money back in the equity markets and lost in the, you know, more than seventy percent increase in stocks after that that we’ve seen since march of two thousand nine or non-profits have never really did anything other than stick to their guns and keep to their asset allocation. Um, i think in both cases, it’s time for non-profits to review their situation and what we’re seeing, at least in our financial practice, is that non-profits are spending the time, you know, in the last year reviewing their investment practices to make sure that they are able to sort of escape from the depth of the recession and to make sure that they have their financial house in order for the next, you know, for the foreseeable future and let’s, talk about the intersection between that investment management and fund-raising for for non-profits your book really advocates breaking down the walls between those two what’s the problem there? Yeah, i think it’s, uh, it’s a multi fault, tony. Uh, and i’ll share some thoughts from both sides of the other aisle. The investment side and the plane giving sex. Uh, first on the investment side. Let’s. Take a typical investment committee who’s on the investment committee. All right, people from maybe from the investment field. Maybe there are, uh, financial advisors or people that actually spend time managing money and maybe there’s people that are savvy, uh, affluent donors to the organization. And maybe, just maybe, there are people that are on the programmatic side of the organization that sit on the investment committee either. As a committee member, like has an ex officio piela staffers. Ah. Ah. Lot of times those people in their normal day today, investment practice, uh i don’t really see or know much about a charitable remainder trust or charitable gift annuities. They can manage buckets or pools of money because that’s what they do, you know, when they’re dated a professional practice, but they are oftentimes not very familiar with nuances of managing a charitable trust to return up or a charitable gift annuity. They don’t understand the spending rates they don’t. They don’t understand the liability that the organization has to make those payments so that’s a big concern of of ours the way me and my co authors that a lot of investment committee’s, maybe very savvy folks that just may not understand the depth of issues dealing with investing for playing gifts. Now let’s, talk about the other side of the richard richard before you do that, i want to know i want to keep you out of jargon jail. Wei have jargon jail here on tony martignetti non-profit radio. So you mentioned charitable gift annuities and the charitable remainder trust i’m just going to do it briefly, just so that people know that those are vehicles that pay income back to the donor for their lifetime, and there are there are subtle differences between the two but that’s really the important thing to know, i think for our conversation is that the person who’s in charge of investing has two goals, and one is investing for income because there’s income back to the donor and the other is investing for long term remainder because the remainder goes to the charity. So i just wanted i want to keep you out of george in jail, and i want to do it just quickly. Richard, excuse me. I’m glad you did. I hope to stay in jail for the rest of the interview. I’ll warn you, if you if you come close god, please look at the other side. So, yeah, let’s talk about the development committee and development professionals who are focussed on getting in front of major donors and engaging them in a gift cultivation effort to ultimately too snusz solicitation of again and oftentimes when you’re dealing with a major donors and your want to pursue a some kind of plan, gift or endowment opportunity, you’re going to be talking about fairly significant dollars. And one of the concerns that that high in my other office co authors have is that what happens when the development professional is in charge is in front of someone who another going to ask for a major gift? It could be fifty thousand. It could be a hundred thousand. It could be, you know, president gift or it could be a future. And what happens if the donor then says, you know, mr martignetti, thank you very much. Uh, you know, i’ll be consider that gift. But let me ask you, mr martignetti, what would you do, what your organization do if i did give you fifty thousand dollars or one hundred thousand dollars, how are you going to manage that money? And oftentimes the development professional may not have the information at hand about how that money is managed. They may not know who’s managing the money. They may not know exactly how much is in the endowment for the organization. And i think just like any investor tow, any financial services firm or mutual fund wants to know, you know, how is this going to work and how big my in relation to everything else? I think that development person needs to be apprised as to a little bit more about how. The investments run and their organizations so they could be. They could communicate that to the donor and give them a sense of security that their money will be prudently managed. Once once housed at the non-profit richard, we’re going to take a break, and when we return, we’ll talk about thie integrated financial resource consultant than how that position sort of bridges. The gap that you see and describe in your book. This is tony martignetti non-profit radio. I’m with richard slutzky, co author of thriving in the comet’s tail. Stay with us, e-giving attempting to ding getting dink, dink, dink dink, you’re listening to the talking alternative network geever getting anything duitz. Things good? 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. 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 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 marty allison on talking alternative dot com. Talking alternative radio twenty four hours a day. Durney oppcoll welcome back. My guest is richard slutzky, co author of thriving in the comet’s tail richard let’s talk about the integrated financial resource consultant that you advocate for in the book. What is that position? The idea behind a knick integrated financial resource consultant is someone who has the understanding of working with an investment committee of a non-profit to help guide them in developing a long term asset management strategies, but at the same time have the sensitivity to the fund-raising needs of the organization and also understand how to manage those unusual assets that we talked about earlier, the charitable trust, the charitable gift annuity and, you know, to be told, i’m not sure how many financial advisers have that, and we really taught we wrote in our book about the integrated financial resource consultant as sort of an idyllic kind of person and wait that mold, but, you know, i think what i would do if i were a non-profit, uh, executive or a volunteer, and we were searching for a team to manage our money is to find an individual or a team that that understand that has a greater sensitivity to both sides that we’ve discussed ah, and, you know, it’s interesting tony there isaiah accreditation that is available through, uh, i probably called the american college in britain, marr, pennsylvania, and they call that the chartered advisor and philanthropy it’s not is well known in the non-profit space as it is in the financial services space and it’s a kind of accreditation that financial advisors can obtain through this american college it’s actually quite rigorous it’s it’s about three modules and a lot of study, and when i hear of individuals that have taken that course and i’ve taken that course, i recognise that they do have that kind of sensitivity that we’re trying teo articulate in the book because i just think it makes for a better service delivery mechanism for the, you know, for the organization has now that you know now that working with an advisor that’s not looking at the bucket as just another endowment pocket or a bucket of acid similar to a you know, retirement plan it’s a fund of money that they’re much more tuned to the use ofthe and what the complexities are of managing a non-profit endowment or other types of non-profit funds, but what does the integrated financial resource consultant mean for current plan giving directors or officers? Yeah, i think. Go ahead. No that’s it. Yeah. Okay. What does that mean? People are in those positions now. Yeah, but i think that means is they would speak the integrated financial resource consultant would speak the language of a plane giving person. They would understand what charitable gift annuities are, for instance, and they would understand the fact that there are some i’ll call up cash liquidity issues that need to take place if i have to make a cash distribution for charitable gift into it. And that’s due on may first, i better have cash available for it. And i better talk to my manager is to make sure that there’s like liquid funds so that the organization can distribute checks or do direct deposits that that’s a level of nuance that not all financial advisors have because they may not understand what charitable gift annuities actually are. Ok? And when you refer to that need for cash, you’re referring to the income that i explained earlier before the break that has to be paid to a new it ints for charitable gift annuities. That that is correct. Tony and my concern, uh, is that a lot of financial advisors look at a lets a pool of non-profit management funds as very long term where you can, you know, have ah, large equity exposure and the money is it going to go on at in tonight? Um, and maybe the charity pulls out, you know, three, four, five percent, but there’s not a lot of other, you know, workings of that of that bucket. And when we’re talking about gift annuities because the money’s coming out, you know, maybe quarterly, maybe monthly and the size depends on again the annuity rates that are sad. And you know what kind of into it. And they have there’s a lot more complexity to the situation that a financial adviser should be apprised of. Richard what does the integrated financial resource consultant contribute? Teo outright giving just immediate gifts. Putting aside the planned gift? Yeah. That’s. A great question. And i think it depends. Uh, you know, a lot of its just a normal stock transaction of cash transaction. That is underlying the direct gift most financial advisors can do that the nuances are who has someone wants to give something? Well, the more unique, for instance, closely held stock. In other words, stock that is not seen on, you know, an exchange, but maybe a stock in a family business, that is, you know, an unusual asset. What does has a financial adviser deal with that or gift of, you know, real estate or a gift of tangible property jewelry? Uh, um, you know, gold, etcetera. So the question is, how does that financial advisor, uh, going tio? They understand, sir. The red flags that have to be dealt with before those kinds of assets can be turned into cash. With richard slutzky, he’s, co author with roger, matt loft and richard ehrlich of thriving in the comet’s tail, published by multi tier media in new york city. Richard, what does the this position again, the integrated financial resource consultant have to contribute in terms of approaching the the entrepreneurial generation? You talk about that in the book? Yeah, i think that that generation has a much different psychological make makeup essay. Let’s say little about that. Yeah. Why are they giving what motivates them? Kapin? Yeah, obviously. It’s case by case. But if we if you want to speak in generalities, i would say that the world war two generation, you know, they came back to, you know, after, you know, being embattled and really looked at, you know, the community as a cz as a whole, they really weren’t so concerned about what is this particular non-profit mean to me if you were not a psychology major, but i’ve been told that one of the ways to look at this generational differences that the older generation worked on guilt in other words, you see a poor child, and then you would give money because you want to help that child, the younger generation is more union where it’s like, how does this charity make me me feel? How does this make me feel about myself? Well, i feel better if i give to this charity, and i think the other, you know, issue about the younger generation meaning, you know, those between let’s say twenties and fifties, i think though that generation is looks at charities like a business on, so i think they’re much more focused on the bottom line of that organization and not looking again on guilt issues are you know well that you know that does that organizations to solve the problem, but more on, you know, let me look at the blood, the balance sheet of this organisation to make sure that it’s operating efficiently and effectively, okay. And and how does the consultant approach that that that generation, the entrepreneurial generation? Well, i think the idea here is that the integrated financial resource consultants would spend time with the charity and the development staff to make sure that the delivery bols, that the non-profit articulating to the donors are are are sort of well refined to make sure that the messaging is is really targeted to that sort of younger group that’s going to be looking at the balance sheet, for instance, those are the kind of people that are gonna be looking at some of your audience will know about charity navigator dot org’s, which actually rates, um, charities in terms of efficiency, just like finished, just like, morning star rates, mutual funds, that’s the kind of group that may be, you know, attentive to that kind of web sites. So they have to show that they’re the charities have to show that the running efficiently, you know, lien lee? They’re not putting a lot of money into administrative on development staff positions, but they’re focusing all their attention. Most of the attention on the charitable mission. Yeah. And you make a pretty strong point about approaching that the entrepreneurial generation appropriately because they are our future. The future donors. Well, there’s today’s donors as well as tomorrow’s plan giving donors. Yeah, and that gets back to the transfer of wealth issue. Tony, you know, obviously there’s been a huge number of studies done about how the older generation as they pass, is leaving money to charity. But the money that they’re not leaving to charity is going to their children. And those children can are going to control and by themselves, you know, billions of dollars and that’s that’s who the charity’s air going to have to convince to give and and i and honestly, i think it’s, in a way, much harder for charities to, um, to solicit the younger people because it’s more of a case by case, individual messaging than, you know, abroad, direct marketing piece are, you know, advertising that would appeal. That would be a very good appeal to the older, older audience so it’s going to take a lot more work for the charity’s? Teo overcome the objections, if you will, of the younger generation on dh since you’re talking a little about the wealthy, what ah, what’s, affluenza you you spend a little time in the book talking about affluenza? Won’t you share that? Yeah, and i see that here you know, it’s, our financial services firm, where we have very high net worth individuals who are very concerned that there and these air off most of the time self-funding div ihe jewel’s, they’re very concerned that as they leave a legacy to their children, the children you are the next generation of grandchildren are going to squander it, um, and it’s a huge concern in and in a way that plays well to the charities because so many people and i used to think it was just sort of the worm buffets of the world. Who said at one point, i want to leave my children enough so that they do something, but not so much that they do nothing. And that philosophy, i think, has trickled down into the super wealthy, the modestly wealthy or just the affluent and so even if you know, we’ll see what happens with the state taxes, but my point is that, um, people only want to leave now, i think specific amount of money for their children, not just an unlimited amount because they’re not sure what’s going to happen with their children and grandchildren. And, you know, where also are there going to be able to spend that money or give it away? They’re going to give away to charity, so i think that could bode well for the future. So affluence is the dreaded disease of, you know, of the ultra rich that where they’re concerned about how that money, you know, ends up being used by by their children. But again, i think it could bode well for for charity. Yeah, and so so what does it mean for fundraisers approaching people who have that the concerns you’re talking about? Well, if i were back and fund-raising what do you know? This sounds, i guess self evident, i would be focusing on the ultra affluent because those are the people that are probably most concerned about it. For instance, if i if i’m working with someone that has ten million dollars, ten million dollars or more. The likelihood is that they’re not going to get if they have two children, they’re probably not going to give both children five million dollars. Maybe they’ll give them million are too, but some of the money is going to gonna have to go to charity. But if i’m dealing with someone with three million dollars and they have two children, some of the money going to go to charity, the rest of a probability, some of it may but maybe not to the same extent a zit would be for high net worth individual. So that’s why? I think dealing it’s very hard to find some of these days, and i may be wrong about this, but in my experience to find someone that’s alter, affluent who who lose everything to the children for the affluent discussion we just had and of course, in plan e-giving fund-raising we never want to ignore those who are not high net worth but may just be very modest. Donorsearch ten shal absolutely you obvious one want to hit everybody because you never know when we’ve all heard stories about the, you know? The school teacher in mississippi that left everything to charity. But i think from again from a probability standpoint, that’s where i’d be focused in my time and, you know, it’s hard to you can really focus on affluent that’s something that you have to sort of keep in the back of your mind. And i think when you tried to cultivate an individual, i think you’d want to find out what kind of relationship they have with our children and what kind of legacy they want to leave to the children and to the charity. I think those air fare, very game question and then in having that conversation also find out what they’re relationship is to their to their wealth and what their children’s relationship is to the family money and and what concerns they may have about how that wealth gets translated to the family. I think the more that a lot of people don’t think about this, they don’t think about what’s gonna happen once they pass away, but i think there’s, that there is a path that a playing giving person could could walk down to engage a donor in that kind of discussion without being, you know, without going in at a bad direction, yeah, richard’s, let’s, go. We have to leave it there. Thank you very much. Thank you, tony. I enjoyed it has been a pleasure. Richard slutzky, co author of thriving in the comet’s tail when we return it’s tony’s, take two, and then i’ll be joined by john bacon and alexandra brovey, and we’ll be talking about the philanthropic planning symposium in new york city, so please stay with me. You’re listening to the talking alternative network. No. Schnoll 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 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 to one eight, one eight, three that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. 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 big non-profit ideas for the other ninety five percent it’s time for tony’s take two the blue pedicure challenge it was a success a bunch of high school friends on facebook enlisted me in a challenge if they got my show’s facebook page two, three hundred likes by today, which is friday, april twenty ninth at midnight, then i would go to a spa and get a blue pedicure on videotape it on dh. I’ll obviously post the video somewhere that everybody can see it, and they were successful around ah ten thirty this morning. So with more than twelve hours to spare ah, seven year old son of ah high school friend like the show and became like number three hundred so i will be getting a blue pedicure in accordance with pursuing to the blue pedicure challenge me more about that when when the event actually it takes place. Ah, little more serious. The irs dirty three hundred twenty thousand list is coming. The irs is going to be releasing a list of about three hundred twenty thousand charities that have lost tax exempt status because they failed to file the required return for three consecutive years is, and that number is about a quarter roughly a quarter of all the charities in the u s so it’s pretty startling, they’ll certainly be many in every state. The list will be broken down a few different ways, but one of them will be by state and you’ll be able to see which charities this applies to. Certainly a lot of them are charities that are just not functioning, but we fear that a lot of them are functioning and just haven’t been filing there’s more about the irs dirty three hundred twenty thousand list on my block at m p g a d v dot com, and that is tony’s take two for friday, april twenty ninth. In the studio with me now are john bacon and alexandra brovey they’re here to talk about the new york philanthropic planning symposium. John bacon is president of the philanthropic planning group of greater new york and he’s, also director of plant e-giving at the new york public library, alexandra brovey is vice president of philanthropic philanthropic planning group of greater new york and chair of the organization’s philanthropic planning symposium that’s volunteer work. That she does for that group. She is the senior director of gift planning for north shore long island jewish health system foundation. And i’m glad that this symposium brings john and alexandra to the show. Welcome to the studio. Thank you. Good to have you alexander it’s. Okay, if i call you alex, right? Absolutely. As the chair of the symposium, why don’t you start telling us what’s the what’s, the purpose of the conference? Sure. Well, our conference this year will be on may twenty six, which is a thursday at the new york marriott marquis. Three new york philanthropic planning symposium is our annual one day conference. The purpose is educational. To bring everyone together, we expect between two hundred, two hundred fifty people. We have speakers coming from various parts of the country and three different tracks. And it’s, just going to be a great day. All right, john what’s, the philanthropic planning group of greater new york. All about as president. Yeah. It’s ah, educational group. So the symposium is very much part of our educational purpose. Also importantly, all of our events are great networking events for people in the field and alive professionals. And in fact, i think a lot of people see the value as that community and the networking people find jobs. May connections and it’s really been a valuable resource for many of us, including myself. I found my current job a tte, the new york public library at a plan giving luncheon eight years ago and coming out of the for-profit world into the non-profit. And that kind of thing happens constantly. So it’s, a great professional organization, was strong networking opportunities. Who are the members? It’s traditionally been playing, giving officers working for charities, but a lot of allied professionals they mentioned richard slutzky, who was just speaking on the program earlier, is a member and in fact, a boardmember s o people in the finance world accountant’s. Quite a few independent consultants like yourself on different folks so it’s across the board. But anyone interested in what is now ah called gift planning as opposed to playing giving and our name has changed several times to reflect those changes in the overall field. Yeah, let’s, talk a little about that. It used to be the planned e-giving group of greater new york. So that was a pygmy. Pg and y right it’s still pickney, but now it’s ppg and why? Why? The change from the former pickney to the current pig knew that reflects a change at the national level. Our council was originally called the deferred giving group, which says a lot about many years back is that that’s in the early seventies, right after the sixty nine tax act, which in effect codified a lot of things that we now use as tools for people to give. But then we were the council independent counsel plan giving group of greater new york the national committee on plan giving were one of the founding councils of that they changed their name to the partnership for philanthropic planning a few years back. And we in turn changed our name to kind of blend in better with the national change, but keeping our acronym, which people like yeah, the pickney right now so it was that national change reflecting a change in sort of it’s a broadening its not just planned giving out, phil, correct planning. So bringing in those advisers you meant very consciously bringing in advisors and even more importantly, bringing in our peers major gift. Officers and others working with individuals at the charity level and we find increasingly that traditional plan giving shops or departments or silos and some of us have called him charities are being broken down, and we wanted to be more inclusive and encourage people who have blended jobs or just have major gets people come because give planning should be part of their work as well. Ok? And that’s also very consistent with what richard was just talking about taking down the walls between asset management and and fund-raising right, i think alex is title is a good example of a different one. I’m on old school plan giving person, but there are fewer and fewer of us around with that in their title. Okay, alex’s title at north shore is direct senior director of gift planning, correct, and there are also people who have philanthropic planning in their title, which would be more closely akin to the name change. And then there are people who are individual gift planners who do a combination of or what we call a blended gifts. You’re not necessarily going after just the traditional playing gift you’re going after the gift that’s best. For the person in front of you and your organization and the conference. Alex, you’re the chair, it’s it’s organized for all the all the professionals that we’re talking about, there’s, something there for everyone there’s, something there for everyone, and this year we’ve actually restructured a little bit. We want to try teo help out. Our accounting members and friends and even non members were invited to come to the conference. We restructure a little bit this year. In the prior year, we had four different tracks going. This year, we decided we’d have three tracks, and we introduced a plenary speaker. I’d liketo take a moment to mention our fremery cerini she’s, beth shapiro, kaufman she’s, a member in kaplan and dried drysdale’s, washington d c office she’s coming to talk to us a little bit about what she did when she worked for the irs on the other side and what she does now and what she thinks might happen in twenty thirteen and she can speak freely now that she has a different employer. S o plenary. So is she the keynote speaker? She’ll be our keynoter plenary speaker, which will be first thing in the morning and then we’ll have three different tracks, three sessions per tracks. So the rest of the day they’ll be a mid morning session, a lunch in it, which will conduct some piggy business sametz actions and other items, and then two sessions in the afternoon, and then will cap off the day with a reception. It’s a wonderful day, okay, and again the day, may twenty sixth of this year. And where is it being helped at the new york marriott marquis? Okay, how do we let’s acquaint people with some of the other speakers besides your keynote speaker? What? What are some of the highlights of speakers? Sure, we’re goingto have to panels i’ll actually let John mentioned 1 of the panels because this is something that our members really matter, and they really make a difference, and they’re the ones that set the stage for what we do it pickney so our members had a wonderful meeting in april, a suggestion came out of that meeting and we actually revised a panel, and we’re moving from there all that john mentioned that for a moment, if i may, please john. Yeah, we have thes master forms as alex was just alluding to meant for senior members of our group to get together in a smaller setting and talk through things and metha, which i will garble here. But the new york prudent management of institutional funds act, which you may have discussed on your show, would have. But but not this show. So i want you out of jargon jail. So why don’t you give a quick explanation of what? The new york prudent management of institutional funds act is? John, your urine? Yes. You walked into the quagmire. Now i have to crawl, claw yourself out. Basically, our friends in albany saw fit to adapt the uniform management of institutional funds act putin. Sorry, management. Institutional funds act in their own distinct way. And many of us that the charity will side are dealing with trying to implement certain requirements of the new york version of this law. It does get give us a lot more liberty to spend and manage in doubt funds in particular and other institutional funds. But it has certain peculiar requirements, the most worrisome of which is a notice requirement to donors of older funds. And this is for those of you who work with charities or our donors. It’s not always. Welcome to receive a letter asking you to elect treatment on your fund. It’s led to a lot of confusion. Someone happiness, it’s just a unnecessary came out wrong, it’s. Just a aspect of the law that’s less than optimal. Okay. And i’ll remind listeners that we did have kathy boil on from cheeping hill advisors. Several shows a go for the full hour talking about the new york prudent management of institutional funds act, which is based on the uniform act that john’s talking about. Okay, little digression. But john got us in the quicksand, so we’re out. They’re jargon jail. And you were talking about the masters, the masters. Siri’s john? Yes. Those were for alex is here. Yes, we did. Yeah, before our regular luncheon programs, which are every well third wednesdays of the month. Eight times a year. And the masters for a just been a great place for people have high level discussions on topical issues, including nypmifa. Okay. Okay. And there’s something for the masters in the symposium. Alex. Exactly. So there are actually three tracks this year. One of the miss masters. Second one is nuts and bolts, and a third one is a new track called innovation. Okay, and we’re going to talk about those. When we return from this break, please stay with us. Talking alternative radio. Twenty four hours. Do you love movies, then join me and share your pains about them on the radio. This is mike, a movie fan like you, starting may tenth. Join me every tuesday night at six pm for my new show movie time on talking alternative dot com. Call me live or email me at movie time radio. At gmail dot com. We’ll talk about all the blockbusters whose the best director and which movies air overrated, among many other topics. Join me for movie time. Tuesdays at six on talking alternative 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. 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. Welcome back. Come with john bacon, president of the philanthropic planning group of greater new york, and alex brovey, vice president of the group and chair of the organization’s philanthropic planning symposium, which is what we’re talking about today. And alex, right before the break, you were acquainting us with the three tracks that you have. Please yes. So in in prior years, we had four tracks this year, we have three, so our nuts and bolts track is really meant to assist those new to gift planning or those who need a refresher of the basics, and we’ll have three different presentations. One will be a panel intriguingly entitled. We are all planned giving officers now, that’s actually meant for our major gift colleagues and others who want to come and just talk about the fact that everyone is expected to do a little bit in this area of plan giving her gift planning interesting. S o that’s really interesting. We’re seeing this integration and this breaking down of walls as my first just richard talked about as you heard some of that way alluded to this really is a trend that is significant, absolutely. And that has to go back to the name change at the national level and in our local level and what we’re actually doing and what we’re all actually seeing. So the reality of it is planned giving people raise outright gifts people who are expected to raise outright money’s might combine that with a plan gift it’s all what’s appropriate for the donor in front of you on dh with the challenge for the gift officer, whatever seat they might be sitting in is having to learn a little more. Is that john? Is that red john? Yes, and in particular, we have a lot of experience with older donors are group tends to skew older and their issues about getting old mental competency, health and other things that were sensitive to that. Frankly, some of our individual giving or major gift friends are not as sensitive to but again it’s falik said it’s really about being donor-centric on dh donors infect our our clients if we’re on the charity side and literal clients of our adviser colleagues. So it’s really just doing the right thing by the donor and sometimes that’s a blended gift and, you know you mentioned john your title. At the public library is still planned giving direct plan e-giving but are you seeing the integration there across fund-raising or or not so much or what? Not so much in our case, primarily because we have individual financial goals in the different silos in our shop, but i think that’s going to change it really has to change you think so? Yeah, ok. And i’m i’m asking you because the public library is, you know, a venerated old sort of old blind charity in in the country, right? And in a sense where a large shop as well so that those distinct groups can exist to some degree, there were four people in my group recently, so it’s a big plan giving group. Ah, and there are over forty, people in our overall development department. So it’s a big group. But i think even it’s in smaller charities, especially where there may only be one or two people dealing with individuals, they have to do all those things. And we again hope to be a resource for people who are interested in give planning. Okay, on dh that becomes the challenge especially then for the very small shop i mean let’s take a charity that maybe it’s just a founder and one other person that that that founder executive director has enormous challenges and but they’ll find something for themselves and for their organization at the symposium. Absolutely. And i think alex mentioned the nuts and bolts said that there’s nothing to track we’re talking one or two of the other sessions might just spur a thought or be applicable to a certain situation they’re facing. And again, i think, almost as important as the networking meeting other people in the same situation, talking to board members and others there who have a lot more experience and it’s really a great sharing experience old the whole day. And alex, how about the other the other tracks? Sure. So the other two tracks or the master’s track this past year is john mentioned earlier, we started a what we called a masters forum for the more experienced members of our group who wanted to have something that was a little more challenging or something at their level. Some of these people have been members for perhaps two decades that have been doing twenty or thirty years of work in plan. Giving or now gift planning, our master’s track is for those who are more experienced or for those who want to challenge themselves a little bit. We have the panel john described earlier and off the top of my head. We also have someone discussing charter bally trust, which is ah hyre level technique that donors who may be up against the five million dollar estate tax issue might be willing to consider. So we tried offer something for every level. So we talked about nuts and bolts. We talked about the masters. Our third, a new track this year is innovation and innovation focuses on the art and psychological aspects of gifts. And i think it’s that to which john might have been eluding recently. So there’s something for everyone there. This will be more the i don’t want to call it the soft part. But this might be why? Why? Someone would want to make a gift or how you broach a person in the correct way in order to get the best result in the end. That’s interesting that innovation. Why? Why you said that’s a new track? Did that come out of the advice that you got from members from last year? Well, in a way, it did, because every year we survey our members, we actually survey them after every lunch and all eight luncheons, and we take their advice to heart and we what we’re seeing throughout the years that people had some technical programs during the lunches and we try to mix it up a little bit on offer someone the rest of what they do. So the other part of what you do is the relationship side and that’s, probably even the more important side you could argue, regardless of your level of knowledge about this plan giving our gift planning aspect, you need to to be able to develop the relationship with the donor or the client. So that’s kind of how that came about a little part of the board looking at what we didn’t provide for members this year and then a small part of what we can do based on member feedback. Ok, of course, we’re talking about the symposium on may twenty sixth, but pygmy also does host monthly luncheons you mentioned. Why don’t you say little about those john? Sure, during the off summer months, every third wednesday, generally we have a luncheon program with a featured speaker and again a networking session beforehand, which is really quite important part of it and generally pre luncheon in the morning will have either a master’s form or a beginner seminar that was the pattern this year. In years past, we’ve had the same speaker doing morning session and then speak it lunch, so check it out and i think we didn’t give you our website yet. All this is on the website, which is www dot ppg and why dot org’s? Okay, you’ll be able to register for the supposing there and to find out about membership for next year, and we’ll resume those monthly luncheons in september. Okay, alex what’s the cost of registration. We have costs based on whether a person is a member or a non member. So i members get a little bit of a break. It’s two hundred seventy five dollars to register any time up until a couple of days before the conference. Non members. Or three. Fifty. And if you bring an additional person from the same organisation? Three hundred dollars. All right, that is the philanthropic planning symposium here. In new york city on may twenty sixth, again, the place to go to register is www dot p p g and why dot org’s? You’ll find out about the group and also the registration for the symposium there. I want to thank john bacon, president of the philanthropic planning group of greater new york, and alex brovey, vice president of the group and chair of the organization’s philanthropic planning symposium. Alex, john, thanks very much for joining us. Thanks durney been a real pleasure. Thank you. Next week, it’s going to be craig newmark craig is the founder of craigslist and he’s going to be my guest he’s going to be with me to talk about craigconnects his latest venture, which helps connect people of goodwill for the common good by highlighting non-profits that are making an impact. I hope you’ll be with me for that conversation with craig newmark. Of course, again, i want to thank my guests today, richard slutzky, john bacon and alex brovey you can keep up with what’s coming up? Sign up for our insider email alerts on the facebook page. If you go to the facebook page, you’ll see quite a bit about the blue pedicure challenge as well, until that scrolls away, but the video will be coming soon. I promised document video documentation you will get it while you’re there. You can, like us, become a fan of the show. Always. The show is on itunes. You can subscribe automatic downloads, of course. Listen on the device of your choice. 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4 Reasons Planned Giving Is A Jealous Mistress

Bambulka courtesy of M.A.R.I.O.N, on Flickr
Planned Giving does not like to share its affection with other fundraising work. This job post from Twitter reminds me it troubles me to see Planned Giving as part of a split-job responsibility:

NEW JOB!! Development Assoc-Corp/Fdn Rltns & Planned Giving, XXXXX University, Somewhere, USA (bit.ly link omitted)

I’ve got 4 reasons why pairing Planned Giving with other fundraising responsibilities hurts your PG program:

  1. The “other” has shorter deadlines. Whatever it’s paired with, the other fundraising responsibility will have more immediate deadlines, like in the example above. That means PG doesn’t get the attention it needs. Promotion is ignored and relationships aren’t cultivated. The worst combination I’ve seen is with annual fund. In the fourth quarter, the goals are weekly. How much PG do you think gets done in those three months–and the hectic planning leading up to them?
  2. The “other” yields cash sooner. A planned gift nearly always means cash to your nonprofit at the death of the donor. The exceptions are IRA rollovers and the rare charitable lead trust. Take the annual fund pairing. Cash comes in the door often within weeks of a solicitation, and certainly that year. You can wait decades for money to come from the planned gift. If the fundraiser is evaluated on money raised in the year, will PG get much attention? The answer to this is balanced and sophisticated performance evaluation criteria. I haven’t seen it for split-job fundraisers.
  3. The administration deceives itself. Having declared Planned Giving to be in someone’s title, the administration and board are satisfied they’ve “got Planned Giving covered.” But because it gets short shrift (see 1 and 2 above), PG isn’t covered. It’s largely ignored.
  4. PG never gets its equivalent share of the title. If it’s half the title, as in Director of Major and Planned Gifts, it won’t get 50% of the fundraiser’s attention and time. I once saw “Director of Annual Fund, Foundation Relations and Planned Giving” at a college. That’s silly, for the reasons above.

I don’t presume every organization can afford an employee devoted to Planned Giving. Such a presumption would also be silly. But expectations must align with reality. I see gross misalignment, because administrators and boards don’t recognize the jealous side of Planned Giving.