Tag Archives: Prospect Research

Nonprofit Radio for August 1, 2014: Offline Drives Online & Manage Those Expectations

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Richard Becker: Offline Drives Online

Richard Becker
Richard Becker

Multichannel engagement is essential. You know this. Drawing from multiple cases, Richard Becker reveals strategies to stand out from your competition for mindshare and have online engagement impact offline outcomes, like giving and volunteering. Richard is president of Target Analytics. (Recorded at Blackbaud’s bbcon conference).df

 

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 Maria Semple: Manage Those Expectations

Maria Semple
Maria Semple

Maria Semple, our prospect research contributor and The Prospect Finder, shares expectation management tips. How do you help staff and your board understand what prospect research can and can’t do? 

Here’s a meme from APRA Indiana that got Maria thinking about misconceptions: Prospect Research meme

 

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host and i’m glad you’re with me. I’d be forced to endure the itching and redness of dermatitis her peta for miss if it came within my ken that you had missed today’s show offline drives on mine multi-channel engagement is essential, you know that drawing from multiple cases, richard becker reveals strategies to stand out from your competition for mind share and have online engagement impact offline outcomes like giving and volunteering. Richard is president of target analytics, and that was recorded at blackbaud sbi become unconference and manage those expectations. Maria simple, our prospect research contributor and the prospect finder shares expectation management tips. How do you help staff and you’re bored? Understand what prospect research can and can’t do for you on tony’s, take two throwback thursdays, responsive by generosity, siri’s hosting multi charity five k runs and walks here’s my interview from bb con last year. This is from last october with richard becker welcome to tony martignetti non-profit radio coverage of bb con twenty thirteen with the gaylord convention center outside washington d c in national harbor, maryland, my guest is richard becker he’s, president of target analytics, part of blackbaud and his session topic today is dr offline response with online advertising. Richard becker, welcome to the show. Thanks, tony appreciate it. That’s a pleasure to have you, um, explain what’s the relationship between target analytics and blackbaud case i i said it wrong. Yeah, target analytics is one of the four business units within blackbaud and we used data and analytic driven insights to create fund-raising solutions for our clients, affecting both their direct marketing dripping fund-raising as well as their major gift ribbon. Fund-raising okay, you probably know george durney then i do know george, director of sales at target analytics, right? He’s fantastic he’s actually looking for a job, you could tell him, i said that he wants to host a washington, d c morning show so he may not be your director of sales very much longer and that that’s, you don’t hear it from me back-up we’re talking about everything. Multi-channel yes, right online and offline. Why is a single channel and let’s take the more traditional offline no longer satisfactory? Well, i think the consumer preferences, they’re changing, particularly around the different generations, the traditional target for fund-raising are going to be your older individuals sixty, sixty five or higher and traditionally postal based direct mail in telemarketing have been great channels to capture those individuals, but as the newer generations come forward, obviously they’re in tune with social media, web based purchasing and web based giving and so there’s a new marketing mix, it needs to come together to achieve the type of response and conversion rates that direct marketers are looking for. What if we think our constituency is mostly sixty and over, or or or if not, mostly for the proportion that is sixty and over, should we still be used relying predominantly on the traditional male it’s a great question and our research and the evidence that we have with the solutions that we bring to bear, show that a significant portion of that older demographic sixty year older are in fact online and are, in fact influenced by email marketing, social media and online advertising. Do you have ah, any any stats on the penetration of of social media among the sixty year on over generation? Yeah, i mean it’s clearly not. Going to be as high as some of these younger democrats, but i do know it’s also growing, if you know the growth rate, maybe it is absolutely growing and it’s growing double digits year over year, okay, the key here, though, is really to understand the impact on some of these online channels, whether it be online advertising, email and the like and social media on those offline channels, because here’s the important thing it’s not that this older demographic is significantly migrating, they’re donorsearch hey, viewer or they’re giving to those online channels they’re not. But what we’re able to prove with some of the newer solutions and the technology that we have is that the brand impact of putting email in front of them, the brand favorability gained by putting online advertising in front of them winds up affecting they’re offline response, whether it be and increase the likelihood to open and convert that postal based direct mail piece or that outbound telemarketing call. So there’s a correlation between these online channels and he’s off line channels and a big mistake that a lot of the direct marketing and easy with the non-profits are prone to make. Is by operating and silos often times, particularly in organizations that are maturing, they’ll have an online group and an offline group. And what we’re showing our clients is that you really need to bring those groups together because the impact of online on offline is really the magic. Okay, well, let’s say a lot more about this, how do we start to integrate the two so that we’re getting the impact that that you’re talking about? Sure, we did have a really interesting use case today in our session, we showcase the university of indiana environmental defense fund care and ah, the example we uses is leveraging online advertising, and i’m going to take a step back and and we’ll talk a little bit first about the evolution of online advertising metoo for most folks, they think of online advertising, as i want to put my ads on a web destination where i think my constituents might be. So, for example, you believe that you want to go over older, wealthier individuals who are likely to give to your organization. So you may think i should advertise on the new york times or a site where that type of demographic might be attracted. The challenges that’s really akin to putting up a billboard on the side of the highway in the hopes that those individuals who who see her ad also have ah, philanthropic component of them let’s face it, not it not everybody sixty years or older with capacity is necessarily philanthropic. So it’s really it’s more of a mass advertising play the legacy way things are done. What most people don’t realize is the technology has really evolved considerably over the last eighteen months. And so, for example, with online advertising, what we’re able to do now is to actually taken input file of individuals based on name and postal address and target them wherever they go online and put online advertising front of them. So let’s think of the use case. In the case of the university of indiana, they wanted teo put together a program, a direct mail program targeting their alumni, and so our value proposition was essentially look, you know, before that mail piece just winds up showing up at their door let’s reinforce your brand and remind people about their affinity with the university of indiana so before they targeted those four hundred roughly four hundred fifty thousand alumni with that direct mail piece, we took those exact individuals, we found them online, and we served online advertising to them in the months leading up to the direct mail piece showing up at the door. And ultimately what the results show is for those individuals that we did put online advertising in front of us. It’s significantly outperformed the group that could have received online advertising and didn’t. So we have concrete evidence via metrics that show that you can receive, you know, response rates that air fifteen, twenty, twenty five percent hyre when you’re reinforcing your brand to the same exact individuals who will ultimately receive that postal base, direct mail piece or telemarketing call, all right, now, what do you need to have in place to take advantage of this? Typically, you know that. So in that example, we run campaigns in two ways. Typically a client wants to market to their existing crn be so they may be it’s a reactivation campaign, maybe they’re converting. Ah, part event participants to donors, whatever, whatever the gist of their campaign is, and we’ll take in input file out of their c. R m that’s one avenue in which we could run the campaign. The other would be the if it’s a acquisition campaign, we can create a list of qualified prospects based on the analytics that we’ve got in target analytics and say these are likely first time donors your organization let’s, target them at this point in time were typically looking for clients with a relatively sizeable file, as that is an input file for us to target. I believe the smallest file that we’ve processed in a single campaign would be about three hundred thousand or so constituents so it’s really oriented towards the mid to large market. Okay, what is the small and midsize shop and and recognizing that all the listeners are not blackbaud customers, what do they need to have in place? What? What kind of conversation do they need to have with their database crn provider to execute what we’re talking about? Yeah, i mean, so typically, you know, we even the smaller clients we say look, let’s, get to a volume that achieves your marketing objectives. So even if it’s a, even if they have a smaller house file, if they’re smaller clients fifty thousand a hundred thousand will say, look, we’ll take that part of your file will augment it with donor of prospects that look like individuals on your file to get to that minimum threshold, and we’ll run her campaign against the broader spectrum. There are alternatives, there are clients obviously, who were going to be on the small side and not be ableto afford to produce a file that size what we want, we might use a different medium, then i’ll give you ah, slightly different example, but keeping in the spirit of of these new emerging channels, we had a client who had a specific cause in the greater new york city area and a specifically wanted to target. Based on that geography, the affinity for their cause was in and around central park. So rather than using online advertising, we actually used a geographic based mobile advertising solution that we have that could pinpoint individuals that we’re using they’re handheld devices within a specific radius around central park, and we were able to target them that way, so there are different alternatives to get these very specific audiences. It could be again the folks in your serum a prospect. Cool folks in an individual of, you know, geographic area. All right, you got the data very, very many different, very finite, yes, okay. E-giving, ding, ding, ding, ding, ding, ding, ding, ding, ding, ding, ding. You’re listening to the talking, alternate network, waiting to get you thinking. E-giving cubine this’s. The way we’re hosting a party in my french nufer city, guests come from all over the world, from mali to new caledonia, from paris to keep back. French is a common language. Yes, they all come from different cultures, background or countries, and it comes desires to make new york they’re home. Listen to them, shed this story. Join us, a part of my french new york city. Every monday from one to two p, m. 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 countries. People be better business people. Dahna you’re listening to the talking alternative network. Yeah. Dahna we were talking about advertising specifically, but weaken apply this to other combinations of online and offline. Absolutely, i mean the most predominant channel that’s been traditionally used. His email and that’s been used, i think, with mixed results, the allure of email, particularly around for a smaller midsize non-profit is that there are no limitations to the size of audience you, khun target, and in many ways it’s a free channel there’s not a whole heck of a lot of cost associated with sending him out. Email that’s the good news. The bad news is it’s not an unbelievably, you know, effective channel more often than not, because it is free and there’s so much competition for mindshare and ah, your email may or may not break through all the noise that’s in that e mail box, but similar to the online advertising solution that i mentioned, you have to look at email in the same contacts that it could be supporting other channels. So whether or not you’re getting click through and conversion buy-in email that you’re sending the trick is to understand the impact that email is having when that postal based direct mail piece shows up. For that telemarketing call shows up and i keep dwelling on that because there was an interesting statistic when we opened up bb kahn and i believe kevin mooney stood on the stage and i believe the quote that he used was that online is growing at four times the rate of offline channels or something to that effect true is that maybe the reality is eighty percent e-giving is still on these offline channels, and we cannot ignore them. And so the big mantra that we have is you absolutely have to embrace these online channels and they are viable, and they’re going to continue to evolve and become a greater of greater importance to the marketing mix moving forward. But as we sit here today, the real importance of those online channels isn’t necessarily the money you’re raising directly through them. But the impact those online channels are having on your legacy channels male and telemarket so crucial toe have coordination and just really accurate record keeping. Who got who got what? When so we can look at our at each individual organization, see what the degree of correlation is for our constituents. Absolutely that’s really what’s been missing up until this point is the measurement between these disparate channels. I think where we started, our conversation was too many of our clients will say, well, you know, we looked at the click through and conversion rates for online advertising, and the campaign didn’t pay for itself where we sent an email and it didn’t raise a whole lot of money or we set up a facebook page and we have, you know, five million followers, but we’re not getting a lot of donations. You cannot look at those individual channels and evaluate them stand alone, you have to be able to evaluate them and their impact across all of your channels and it’s really only been within the last twelve to eighteen months that we’ve been able to develop a system and a technology platform that can evaluate these various channels as they work with each other, the actual outcome on the other in the other channels, more traditional channels also takes a mindset change to recognize that the facebook page and the twitter stream or not the outcome? Absolutely, we call it a closed loop report where we’re closing the loop across all these channels where we’re looking at at what has occurred amongst them were looking at the commonality of who is utilizing them, the sequencing of how they’re using and then the ultimate outcome at us at the consumer household level. Did they donate? Did they participate? Did they take the action you wanted? And then we’re able to correlate that across all the channels and produce meaningful reports that really showed the return on your advertising? Spend the return on your marketing investment across all those channels and that’s really the big new thing, you know, over the last twelve to eighteen months, the ability to quantify that give a market or confidence that their marketing mix is either working or not. And it’s funny, you know, the the online advertising solution that i gave you, we have folks in the audience, he said, you know, will this work for me or, you know, richard, you gave him an example, but university and yet already has strong brand recognition or, you know, i’m a cancer related cause, but i know i’m not one of the top three or four i get why it would work for them, but i’m not sure it worked. For me and, you know, i often jokingly say to folks, i’ll tell you one way or the other, i mean, now at least you’re in a position that whether this campaign works or not, you have meaningful metrics at the end of the campaign that either prove you’re right or you’re wrong, that it was going to work, it wasn’t going to work it’s no longer guesswork and, you know, a true direct marketer doesn’t like to guess we like fact based elearning another case that you shared was environmental defense fund. What was the lessons there? What happened? Fantastic client and an example of a client who really gets had to integrate their channels. We spent some time today reviewing the specific campaign that they ran with us, and i’ll first talk a little bit about something that they do so well on that’s their creative it starts with the online banner advertising that they created all consistent, no matter which creative they used out of the portfolio of about fifteen different ads that they have, they used a very nice visual of a polar bear, and sometimes the polar bear was doing different things, but it’s always a polar bear the e d f logo displayed prominently in the call to action crystal clear donate here it was very simple, streamlined, colorful gets your attention that’s the first thing they did right, the second thing they do right where the wheels typically fall off for a non-profit is, they made sure that the direct mail piece correlated one hundred percent toe what folks were seeing online. So if you had those online impressions and we know that getting seven to fifteen online ad impressions per household per month is highly impactful for when that toe to make the action happen when the direct mail piece comes. So imagine you’re getting seven to fifteen of these ad impressions for, you know, thirty, sixty, ninety days before that direct mail piece comes in every time across multiple change, and it could be any site that you go to any site you go to, doesn’t matter whether you’re on facebook, new york times, we’re going to find you, and we’re going to put that out because it’s audience baste, not site based and butt your butt. Cdf is doing such a good job because it’s it’s it’s always the same. Visual and creative that you’re seeing, and then so what they do so well is when that direct mail piece comes. The direct mail piece is one hundred percent aligned with what you’ve been experiencing an online have already seen it. There wasn’t the same visual. I’m just able to hold it the same messaging, the same type of ass and you know, it’s it’s tightly wound up and what’s great is even the landing page another mistake, folks may hey, is if you do click through the ad or maybe you see the ad, you think about it or you get the dural direct mail piece and you go you know what? I don’t write the check. Let me go to the website the landing page exactly the same polar bear messaging. The same color scheme the same. We have statistics that show that just the slightest change. If they were to move from the polar bear to a seal or just any other color schematics, it could blow the success of the program, you know, completely the wrong way. But it was so good about aligning their online and off china line child together and have a true integrated multi-channel marketing strategy. That’s. Why? They see such great success rates and that’s. Why one of their they’re one of the leaders in the d m space? What kind of outcomes did they have? You know, they see what most of our other clients going to, you know, ten to fifteen percent lift in response and conversion rates for those individuals who are part of ah multi-channel strategy as opposed to a mano channel strategy. Okay. And another case you shared was care or what? Lessons there. You know, very similar. They have obviously a very compelling story and visual behind their mission, and they use it quite successfully, much like e t f really strong coordination across the offline and online channels and and their success and their strategy really mirrors in many ways what we see with the df. So another great example. Okay, we still have a couple minutes left. What more can you tell us about working this multi-channel strategies? Yeah. I mean, there’s, a lot of talk about multi-channel strategy. And really, at the end of the day where what we see is clients need help in, you know, bringing it all together and measuring it. I mentioned earlier that you know, the biggest challenge i see is that you have the old guard, the folks that are so adept at using, you know, postal bets, direct mail to dr results. And they continue to see challenges in the response rates that they’re getting in the conversion rates that they’re getting. Some of that is, you know, the headwinds of the economy. Some of that are changing demographics. Some of that, you know, increased competition for, you know, dollars. You know, and then separately, though, you’ll see the these organizations standing up a separate online group, and then they do them such self such a disservice. And even when they hire a third party agencies, you’ll have well, we have an offline agency, and then we have an online agency, and so immediately you see how the creative is not going to be linked together. The story that they’re telling is going to be different, the channel measure is going to be different, and so we’re seeing success with our clients are those who are having that ah ha moment they’re saying, look, this is really one thing, and we need a level of coordination amongst our online and offline marketing. We need measurement across them. We need standardized metrics across them. And i think once they get to that kind of epiphany that’s where it really comes together for them and they get an optimal outcome, okay, very key and consistent messages are consistency across andi now, the ability to measure what? What? I guess what created this revolution just twelve or eighteen months ago? Where? How come we come? We couldn’t do it then. Yeah, you know. I think there’s been some advances in technology, you know, going back to the online advertising, you know, the the ability to track someone’s online activity at a consumer household level and link that back to their offline activity. It didn’t exist eighteen or twenty four months ago, and they’re ah, our data partner. Oh, our our vendor partner for the underlying technology is a firm called data logics, and they’ve developed the secret sauce, if you will, that enables us to link online and offline activity and to be able to target online advertising at a household level they’ve had, you know, it’s it’s interesting if you go back a year year and a half ago, there was a big article right before actually, facebook went public that gm had pulled, like forty million dollars or something like that of online advertising budget away from facebook because they just didn’t think they were getting the type of return that they needed, and the reality was they didn’t know what type of return because there was no technology in place to measure that. And so data logics now aki partner of not only ours, but facebook helping them quantify and measure the type of impact those online impressions and there was this facebook likes and that facebook activity has on purchasing a gm car, purchasing consumer packaged goods off the shelf in a in a target or a food store, and they’re making that linkage and they’re helping us make that linkage for our clients on and the interactions they have with their donors. This is why we’re all seeing ads online for sites where we’ve been, but maybe we didn’t make the purchase decision or even i’m not sure i see them as much when i have made the purchase choice, but i know if i go to a resort or a hotel or something, and i’m just browsing around to see what kind of packages they have and what the rooms look like i’m going, i’m going to see that resort in my online advertising, so we’ve taken this step further. So what you described is re marketing, and i would say that remark, it’s probably been around, you know, two years or so that’s you went to a website, they put a cookie on your device, and now they’re following you around and placing advertising within your online experience attempting you typically to come back and taken action what’s interesting is, you know and that’s phenomenal. But that necessitated you go into the website to begin with and more than likely would have been helpful if you register registered there and offered your name and address so they could profile you and figure out, you know, what’s going toward you back. Okay? The solution i describe is you never had to have gone to the university of indiana website. You never had to visit the environmental defense fund website because we’re starting with name and postal address and using this kind of shared cookie poul that we’ve developed amongst, you know, thousands and thousands of web sites out there were able to identify you whether you were a former website, visitor or not, and will always know who you are and be able to link that back to create a rich profile. There are things there are people who think you’re the devil they might you know it. So let me give you the flipside of that, right. People get concerned about privacy. Everything we talk about is obviously compliant. Aiba, you know, internet advertising bureau compliant. The reality is, if you’re a consumer, and if you’re really thought about it, you’re going to get online advertising. You’re going to get solicitations via the mail, wouldn’t you rather they be relevant, then? Just random? This just, yeah, i would like to think i would, but there’s just something about being followed around the way i described when i had gone to the site and you said they place the cooking yet just when i when that ad pops up on the next site that i’ve been to it’s just something that feels unseemly about it, i feel a little violated. I feel a little compromised. We’re going to get philosophical here from wait a couple minutes, but we’ll keep labbate believe it this way. Ah, there may be a website you enjoy maybe it’s, maybe it’s, the new york times, maybe it’s, the atlanta journal constitution or whatever new site you go to, maybe there is, you know, social websites, you goto they’re free more often than not. You’re enjoying the benefit of content that they’re providing you oh, and not paying for it, but they have to make money and that money is going to come. Through contextual and behaviour based advertising, and so to keep the things that you want free, you’re trading off a little bit of your privacy, perhaps for something like relevant advertising. So i suppose we could move to a model where there’s no advertising or we could move to a model where advertising is totally random. But i think than the internet probably loses some of the no cost, low cost enjoyment that you receive, and you’d move to a model where you’re going to pay for one way or the other. Okay, what you want leave us with? Well, first, let me just say i appreciate the forum i thinkit’s a great richard, you know, this is fantastic and, ah, you know, the direct marketing spaces changing quickly and people could get intimidated by the wide array of options that are out there twitter, facebook linked in online advertising so many avenues to touch clients and i think it’s an exciting time when the technology finally catches up and allows us to embrace these channels in a way that can produce a tangible r a y for our clients so that they’re not just wasting money and we know that that’s more important for our non-profit clients and then any other vertical out there. So i think it’s exciting time. Richard becker is president of target analytics at blackbaud richard, thanks so much for being a guest. Thanks, tony. Been a pleasure. Tony martignetti non-profit radio coverage of bb khan twenty thirteen, thanks so much for listening. My thanks, as always to everybody had become the show is so full that it’s taken me this long to get to use that that becker interview on de so, but grateful to everybody at blackboard and b b gone generosity siri’s you know them, they host multi charity peer-to-peer five k runs and walks if you’re using summer to plan for your fall fund-raising if you’re small and midsize shop that can’t generate enough activity to have your own five k event, think about generosity siri’s they have events coming up in new jersey, miami, atlanta, new york city, philadelphia and toronto. If you think a run walk might make sense for you, talk to dave lynn he’s the ceo tell him you’re from non-profit radio he’s at seven one eight five o six nine triple seven or generosity siri’s dot com we’ve got throwback thursdays on the facebook page we’re featuring past interviews that i think deserve your attention again. Each thursday on facebook last week was andrew noise he’s, the facebook director of government relations at least he was at the time, which is essentially lobbying, but he didn’t like to call it that. Um, yes, throwback thursdays on the facebook page every thursday. I remember when i used to have to say facebook dot com slash tony martignetti non-profit radio, but those were those were the old days four years ago. So check out throwback thursday for best guests from our archive and that is tony’s take two for friday, first of august thirtieth show of the year with me now is maria simple? You know maria she’s, a prospect finder, she’s a trainer and speaker on prospect research. Her website is the prospect finder dot com and her book is panning for gold. Find your best donorsearch prospects now exclamation mark she’s, our doi and of dirt cheap and free. You can follow her on twitter at maria simple maria simple. Welcome back. Hey there, tony. How are you? I’m doing terrific, lee. Well, how are you? Today? Oh, just fine. Thanks. Excellent. Excellent. And thank you again for joining me on the two hundredth show a couple weeks ago. Oh, that was fun. But as i said, i do expect to be brought in in person to enjoy the party in the studio next time. Okay, well, you know, i could have invited you for the two hundred. No, i didn’t. I guess i never think of it because you’re always i know you’re just over in jersey. I could have had you all right. There was there was nothing intentional. It was my was my oversight. I could have you over for sure. I’m just giving you a hard time right now, but i know i feel bad. All right? I’m over it. Um, we want to talk about some expectation setting you. You feel like there’s a disconnect between what prospect researchers do and what the world thinks they do. Yeah, yeah. So, you know, i thought we’d spend a few minutes talking about that today because i came across a very interesting mean on the internet on actually thie apra, indiana, which is the association of professional researchers for advancement on their facebook page and this. It was a name that was going back a long time ago. Back in twenty twelve, i think. And so it kind of had a six pictures, and one was a picture that said what my friends think i do what my mom thinks i do, what fundraisers think i do what my kids think i do, what i think i do and what i really dio and on that final photo, it’s a woman sitting in front of the computer, you know, pulling her hair out. Okay, so this guy this got you thinking right? So it got me thinking about well, you know, what do you know? People have a very big misunderstanding about what prospect researchers do, or even about what the role of prospect researches in the overall development cycle. And, you know, why do we need it? How can we benefit? Some boards are actually afraid of it, right? Because they think, well, we shouldn’t be, you know, snooping into other people’s business. And what if they find out? Yes. And we’ve talked about this before when it was in the popular press. I know it was at the new york times. Or maybe was the times that had an article about prospect research, you know, going back a couple of years. Yeah, i think i think there was and, you know, people continue to have this misconception, and even, you know, as you said, there was there was this article in the times, so even people who are in the business of gathering information, in fact, when i’m gathering information, i try and think of myself as an investigative reporter, right? Try and be as objective as possible about the data that i come across, not really pass any judgment on it or put any subjective spin on any of the information i’m i’m reporting in any of my profile. Yeah. Okay. Yeah. I i do remember us talking about it. Uh, and then it came up again. I don’t think you and i talked about it, but came up again. Ah, sometime last year when there was a woman named ah, you jet clark and she had lived at new york presbyterian hospital for i think it was last fifteen or twenty years of her life. For some things, you just became a resident of the hospital, even though she wasn’t ill on dh. There were questions about what types of information the hospital gathered about her and how they gathered it, and whether you know meetings and things with her through these decades that that she was living there, and that that that brought it up again, too. And i blogged that, too, and i, by the way, i i thought new york presbyterian hospital didn’t do anything that a charity shouldn’t be doing with somebody who’s living in their facility for fifteen, twenty years, she was wealthy, and she was good. She was a good potential donor, right? Right? I mean, and then you think about some of the assisted living facilities, you know, extend that a little further, right there they are themselves nonprofit organizations as well. So yeah, i mean, you have to think about sensitivity of information. Yet if somebody is really using your services for that extended period of time and that engaged with your organization, whether they be a consumer or a donor over a fifteen twenty year period of time, certainly there’s a lot of cultivation and conversations that happen on dh. You know, they could have probably written donor profiles on her without ever sitting in front of a computer? Yeah, for sure. And and that type of information gathering not only does happen what should happen, they were i would say that they were negligent if they hadn’t. I mean, she lived there all those years. I mean, yeah, just she’s a wealthy woman on dh she’s lived she’s living there, benefiting from the work that you do you provide. Um, like i said, you’ve been negligent not to be pursuing her a za potential donor, but so what have you ah, you run up against this problem, like as a as a consultant in prospect research, if you run up against this with ceos, boards, you know them not really understanding what it is you do. I think the ceo have a much better grasp of it because they understand how important it is. They’re doing some sort of form of research when they’re looking at at grantspace research. So it’s sort of this natural extension that they would be thinking about their individual donor base, but i think it’s the boards that are a little bit more uncomfortable with it, depending on the sophistication of the board, they don’t really understand public data versus private data what’s accessible, you know, there’s a lot awful lot going on out there right now with ah people’s data being compromised and so forth, so they really don’t want to think that, you know, well, you know, are we compromising somebody’s data if we’re looking at what they’re home values are and what their stock holdings are? If there, you know, publicly reporting this information, so they get a little uncomfortable, how about back on the staff side? And we’re gonna have some time to talk about the board, not not leaving that topic for good, but just back on the staff side, is there a disconnect between what you can do and what, whether it’s a ceo or even fund-raising staff think that you can do sometimes there is again, it really depends on the sophistication of the organization and how much donorsearch research they’ve done in the past. So, you know, it’s it’s, sometimes i’ll get a call for example, from somebody that will say we have the names of five individuals we need for you to research for us, and we just need to know their networks, so just from that statement that tells me a little bit about them and how much they know who’s on that much they haven’t done that much because i can’t find out true network, right? You khun you, khun, provide lots of measures that we’ve talked about through the years from home values, tow boat values, you know, to places they’ve given and things like that and levels they may have given that you can provide lots of ah, data points. But you can’t definitively put put, put a number on net worth, right, right? And then, you know, it’s, an educational process where i let them know about what information i do have access to what i don’t have access to what’s public versus private, and then we have a strong conversation about, well, the number that you come up with the almost doesn’t even matter because you can find lots of articles, for example, on what bill gates networks is for warren buffet. But is he going to give what is going to get him to want to give to your organization? Are you already engaged in conversations with this individual? How? How accessible is this individual to you have they been giving and at what levels over the years, i think that’s a much more important conversation versus a number on a piece of paper. Yeah, and, you know, that makes me think of what i’ve heard a lot from clients, that they want to pursue certain wealthy foundations, and they’ll say, well, let’s, go after, you know, the names you mentioned let’s, go after gates foundation or, you know, others ford foundations because we know they’re so wealthy, but much more important question first does that foundation fund what you do there? All they all have pretty narrow worked that they’ll fund, and second, exactly what you’re saying, do they know who you are? You cultivated them at all. It doesn’t really matter how much they’re worth and how much thinking about every foundations, in my opinion, are the easiest group to research because they must report all their very transparent. They must report everything they file iris nine ninety, pfc, which are all publicly available, most foundations, even smaller ones today. Will it have some sort of a minimal website presence so that even if there has been a shift in focus from what a foundation has? Been giving to versus what they might be shifting and getting into maybe some new areas of focus. It’s, it’s all very public and easy to find versus somebody’s individual donor philanthropy is a lot harder to kind of put your finger on, so yeah, if they’re already having certain expectations of, you know, well, we can just go after that foundation because they’re wealthy. You can see how the the conversation could easily shift to then let’s go after all the wealthy individuals in our community simply because they’re wealthy, which is which is pointless. Well, that’s really a waste of time without without the right cultivation. If none of them are known, if none of them know who you are, you know i mean, you can get started, but you can’t solicit them right away. That’s that’s what i mean, but when i say it’s pointless, you can’t just ask them for money out of the chute. All right? So i guess if you wanted to tell staff, you sort of said it, but making explicit if you wanted to tell staff fund-raising staff new to prospect research. What? What it is you khun do. How would you? How would you sum it up so i would sum it up with what’s publicly available and what’s not so let’s. Focus on what’s not because that’s the least understood, i think bank bank account information, right? I do not have access to what anybody’s bank account data is all about. I have no access to credit reports, right? So i don’t know how much credit card debt they’re carrying. I don’t know how much they’re looking at in terms of car loan dead or even house debt. So the the entire debt side of the equation, i have no access to that information. Um also, if you happen to come across somebody who does own ah property in a trust, okay, well, at least that gives you a trigger that okay? This person has set something up in their state, planning a little bit more sophisticated. They’ve put their property in a trust, therefore, they may have ah, trust accounts somewhere else, but that trust account data is not publicly available, so you wouldn’t know, you know, you can’t go to a trust institution and say, i want to know the value of that trust and what the assets are in it because it’s simply not publicly available what else? Theo house and children information those air the hard pieces for me of the puzzle that are hard to find. And that’s where i think both staff and board who might be closer to that individual, could have some conclusions from information for me. In terms of, uh, how many children ages of the children so that’s very important, right? When you’re talking about the stage of someone’s life. And is this a really good time to solicit them or not? You know, for example, right now i have two kids in college. This is a really bad time. Yes. It’s solicit for a major gift debt equity ratio is very. You would want to know something like that about an individual so that the conversation can then perhaps flow in a different direction. Okay. We have a couple seconds left. Anything else you want to leave us with before we moved to the board? Yes. Stockholdings in salary information. Unless they’re considered insider at a public corporation, then i can indeed access data about salary and stock holdings. Otherwise, it’s not publicly available information. And you and i have talked a lot about insiders. What the definition of that is etcetera. Okay, we’re going to go away for a couple of minutes when we come back. Maria, you now keep talking, but we’ll move it to the board. Conversation around your prospect research. So stay with us. Dafs you’re listening to the talking alternative network. Durney have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. 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. Talking alternative radio twenty four hours a day. If you have big ideas and an average budget, tune into the way above average. Tony martin. Any non-profit radio ideo. I’m jonah helper from next-gen charity. Welcome back to big guy, big non-profit ideas for the other ninety five percent. How could you blow your own tagline like that? It’s. Unbelievable. Big non-profit ideas for the other ninety five percent. We know that, but i want to make sure it’s reinforced the idea. Okay. Maria let’s. Um, let’s. Talk to the board. What would you like to say? Anything different? Tio two aboard. I think for the board, my main goal really is to put the mehdi’s about what we find on and also how we protect the information that we do find. So wherever that information is stored at your organization, whether it be in a donor database, in hard copy files, whatever the case may be, let them know what you’re doing with the information so that they understand how we collected and how we protect it. I think that that’s very important and also what their role khun b in the development cycle, because prospect research is a piece of that. So how they khun specifically help to support identifying new prospects and also revealing current donors that we have in the database that perhaps could be elevated in terms of their giving. And as you have suggested, filling in gaps where information isn’t available or matter it’s very hard to find, for instance, like you mentioned family information that’s, right, that that’s also often very hard to find, but they might know that that person very well, perhaps they played golf with them or they know them through the chamber or something like that, so they’ve had some interaction with, um, whereas you as the prospect researcher or the maybe even part time room searcher on a staff, you’re playing some other role within the number non-profit fund-raising steph, you may not have access to that information because you’re not in in mingling and interacting with them, so yeah, they’re they’re often really great source of information for familial data, and i’ve often said on block this back-up a couple years ago, i remember, in fact, it was around the time when you and i first met first met online that i think some of the best prospect research comes from face to face conversations with people over over lunch or however you do your meetings, i happen to like meeting’s over meals, but face-to-face conversations you can learn so much about. Someone you absolutely can, but then the board needs to be educated about how that information needs to filter back to the non-profit right? So there’s got to be some sort of ah trigger or a mechanism or a processor, a procedure in place said if they are meeting with somebody, or maybe maybe the meeting was happenstance meeting maybe it was just just a meal and all of that in the conversation suede toward thie organization that that you’re serving on a non-profit board for and suddenly the prospect starts asking, you know, lots of trigger questions that would make you believe g, you know, they might have an interest in coming down and learning a little bit more about what the organization does you’ve got to be able to have them, i guess some train them to have a certain awareness, um, to look for this type of information so that it can be filtered back and that that together staff and board can then discuss well, is there somebody that we should be considering, you know, to make sure they’re at a future event or get on our mailing list or whatever the case may be? What? Are a couple of those things that board members could be listening for? Certainly they could be listening for the types of other non-profit that somebody is already engaged with. So if they the conversation turns toward, you know what, where they serve on board let’s say you’re a youth based organization, and you hear that this person is, you know, two counties over but very involved in certain youth based efforts in their neighborhood. That doesn’t mean they wouldn’t know sara lee have an interest in knowing what’s going on in your neck of the woods. So i think that just understanding where somebody’s charitable, general family’s interests lie is very important also, if you hear them talking about corporate boards that they might serve on that’s very important, because now that tells us that if that person serving on a corporate board and if that corporation is public, then we know we can access an awful lot of information about that individual because, again, they’re reporting it to the sea, and we can find out a lot about what somebody stock holdings are, what their compensation is for serving on that corporate board, etcetera, even non non-profit boards. That they might serve on because that that would lead you to believe that they have a propensity for non profit work. Exactly, exactly so, yeah, finding out what their their interests are because of the various boards, both corporate add non-profit that they’re serving on, you know, be kind of interesting, teo, i think spend a few minutes at a board meeting showing them how they can use their own linked in accounts, teo, to proactively mind them to try and find other people who have similar charitable interests to what they have, for example, right? That’s a report activity? Yeah, what other board activity they’re doing, but also, you know, i mean, i mean, for your board that’s ah, that’s a good activity. Ah, lincoln training. I’ll lengthen training. Yeah, okay, wait, i’ve you know, i’ve talked a lot about lengthen that we can’t we don’t have time to go into it, right? But i mean, you could definitely right get on, get on the agenda for a board meeting and in a fifteen minute span of time, if you’re just able to get fifteen minutes in front of the entire board and do sort of live lengthen. Just showing them, if nothing else, showing them that advanced search feature a tow how they can mine it. That would be a very useful time spent on the agenda of the board meeting. Excellent. Yeah. And i was going to ask, uh, your way have this energy. Well, it’s not really synergy. I don’t know. It’s a mind connect. Yes, energy is overused. It’s not that, but i i was going to ask, you know, how would how would we get on the agenda of a board meeting? As as the person responsible for prospect research, whether you’re you’re full time job or just a piece of what you do that’s a great hook, they’re linked in. Um other you got another tip. Maybe in just our last minute for getting on a board agenda. I think if you can proactively identify through sources like guide, star and foundation directories and so forth, who the family foundations are in a community outlined the list of trustees attached to those family foundations and come to a board meeting asked to be put on the board agenda for the sole purpose of china identify who has connections to any of these. Trustees so that we can start approaching foundations in our community in a different way. Where it’s a person to person entree first, as opposed to going in with a blind letter of intent or a proposal, we have to leave it there. Thank you very much, maria. You’re very welcome. She’s, the prospect finder, she’s at the prospect finder dot com and at maria simple on twitter next week. Gene takagi is here. We’ll continue our two hundredth show discussion on partnerships and other joint ventures. Jean takagi, of course, principal of neo the non-profit and exempt organizations law group in san francisco. If you missed any part of today’s show, find it on tony martignetti dot com. If you’re smaller midsize shop, remember generosity siri’s for multi charity five k runs and walks. Dave lynn theo seven one eight, five o six. Nine, triple seven or generosity siri’s dot com. Our creative producer is claire meyerhoff. Sam liebowitz is on the board is line producer. The show’s social media is by julia campbell of jake campbell social marketing and the remote producer of tony martignetti non-profit radio is john federico of the new rules are music is by scott stein. You with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Hey! Co-branding dick, dick tooting getting ding, ding, ding ding. You’re listening to the talking alternate network. Duitz e-giving thank you, 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 backs to one to seven to one eight one eight three. The conscious consultant helping conscious people. Be better business people. Buy-in hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun, shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com, you’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems block a little? Help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. 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. Talking call.

Nonprofit Radio for June 13, 2014: Online Canadian Connection & Right To Be Forgotten

Big Nonprofit Ideas for the Other 95%

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Holly Wagg & Jason Shim: Online Canadian Connection

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Two fundraising Canucks share online strategies from above the 49th parallel for small-and mid-size shops, including an explanation of accepting bitcoin donations. Holly Wagg is philanthropic counsel for Good Works and Jason Shim is digital media manager at Pathways to Education Canada. We talked at the Nonprofit Technology Conference. df

 

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Maria Semple: Right To Be Forgotten

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Maria Semple is paying attention to an EU opinion that Google must remove outdated links from search results. What’s the impact on your prospect research? Also, your donors’ right to privacy. Maria is our prospect research contributor and The Prospect Finder.

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Duitz 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 got to give a shout out to our listener of the week lynette singleton she’s our very first listener of the week when that is in atlanta, georgia, on twitter she’s at s c g number four non-profits she’s been a longtime supporter of the show, frequent re tweeter and live tweeter of the show just a very, very good friend and we’re very grateful and that’s why i say thank you very much, lynette, and congratulations being our first listener of the week, i’m glad you’re with me i’d be forced to endure the pain of dermatitis her peta for mus if i had heard that you had missed today’s show online canadian connection two fund-raising canucks share online strategies from above the forty ninth parallel for small and midsize shops, including an explanation of accepting bitcoin donations. Holly wagh is philanthropic counsel for good works, and jason shim is digital media manager at pathways to education canada. We talked at the non-profit technology conference and right to be forgotten. Maria simple is paying attention to a european court of justice opinion that google must remove outdated links from search results what’s the impact on your prospect research maria is our prospect research contributor and the prospect find her on tony’s take to a new non-profit radio knowledge base on your board relationship. We’re sponsored by generosity, siri’s hosting multi charity five k runs and walks very appreciative of there support here’s my interview from the nonstop non-profit technology conference on online e-giving welcome to tony martignetti non-profit radio coverage of the non-profit technology conference two thousand fourteen and t c we’re at the marriott wardman park hotel in washington, d c on with me is jason shim, who is digital media manager for pathways to education canada and holly wag philanthropic counsel for good works there. Their workshop topic is the canadian connection. What you can learn about fund-raising from people who wear two cc’s howie! Jason, welcome thanks for having us. Thanks for having us. That’s a pleasure. Thank you. Ah, did you, uh, did you feel that canada doesn’t get the sufficient representative rebel representation that you had toe explicitly create? A workshop called learned from us above the forty ninth parallel i would say so. You get short shrift, or do you think so? Yeah, i would totally say. So. We also thought that americans should know what tuks are and that’s a really important cultural piece of education. Okay, tuks are the word is spelled t o qu es correct. What i’ll gonna jason, why don’t you explain what it is? A two is a canadian winter. A traditional canadian winter hats. What do they look like? They look like all sorts of things. Like so some of them, you know, they just have you pull it down, and some of them may have labs. Someone may have, like, prom phones, but generally it’s the just pull over there, knitted generally. Okay, so right. So they’re in place of a hood. I’m seeing those in new york city. I’m seeing a fair number of two. Cc’s. I saw one adorable one had little ears little for years. Um, so it took so it’s the difference between america, some places that would be for style and arthur definitely for survival. Okay. And where each of you from in canada? I’m from toronto right now. Okay? And i’m from ottawa latto and what? Will toronto is ontario, and ottawa is also ontario. Is it? And what else is otto? What do you know? What else is ottawa? The capital of canada. And see now you know why the caged ian’s air at t c all right? Yeah. I was thinking of auto manufacturing. So is auto and auto manufacturing center. No total government city. Forty percent of our population are government employees were learning. But i took sinew. But the capital. I did not. Okay, what can we learn? So you each work for non-profits pathways to education canada and good works. And you have some lessons you can share for those of us down south here. Who wants to go first? I’ll leave it to you. You want me to go first? Okay, so i’m not holding good works is actually i’m fund-raising consultant now on s oh, no, no that’s. That’s not a problem s o we work with a variety of not-for-profits across the country we work with, like national healthcare, charities, international charities. We also work with local hospital foundations or social services on and when i came away from end ten last year i was really aware of what all these cool things that other americans were doing on day would say it didn’t work and i’m like, but what are you talking about? Like in canada? That’s actually really good. So for example, i heard a lot of people dissing the phone and saying, you know, telemarketing doesn’t work or we’re not getting the good numbers or don’t invest there, and it got me to thinking, you know, some of differences between canadian american fund-raising on there definitely is in the direct mail market how we do our asks and how we structures are letters like canadians or just a little bit more polite and less forthright and asking for money, but it was amazing to me going back to the phone to see that i could acquire online donors, and i’m seeing on the phone, you know, five to ten percent conversion rates, which nobody else was seeing here, so the question is, if the phone about tool or you just hiring a bad vendor, you know, okay, okay, jason yeah, and i worked for pathways education canada and we’re an organization that focuses on lowering the drop of a great among youth who are living. In economic fear, just advantaged areas, and so is the high school dropout rate. Yes, do you have a you have equivalent is a high school and then and then hyre ed same thing in the states goes ninety nine to twelve and then college or university afterwards, okay? And i was finding that, you know, when i was doing presentations focused on youth and talking about the technology, adoption and things that, you know, the numbers that we’re seeing in the u s were lower compared to canada and historically, you know, for adoption, for things like facebook bonem that the adoption rate among youth has been quite a bit higher and, you know, i i don’t know if it’s because, you know, we’re just more spread out and we use more, you know, technology to connect with one another, like just pure speculation on my part, but in terms of numbers wise, like, you know, technology facebook, adoption among youth was, you know, in the upper ninety percent where is at the time of the u s it was closer, you know, but the eighty eight percent among high school students, so that also influences how, you know we do our work in that, you know, it’s way have to be on facebook to interact with her youth, and but it also is much more readily apparent when making policy and trying to convince people. But, you know, facebook is the way to go when dealing with youth and but it’s neat because, you know, we’re able to run these projects that essentially it’s, where the u s may be on some technological respects and, you know, three or four years, and we could just, you know, everyone heads up because, you know, generally what has happened? Dahna technology round, you know, ends up happening in the us a few years later in terms of the adoption related kind of things really? Is that how you see trends go? I think so. I mean, ghoul recently had a program called google partners that was geared towards our advertisers, and they’re they’re pilot audience essentially was in canada, and i mean, it makes sense because it’s a it’s a small like relative to the population of some entire states, i mean, you know, population in canada thirty five million, thirty five million, yeah, yeah, that provided a place where you know, they could test it out and make sure that the communities where, you know well serviced and that people could provide feedback, and they made sure that everything worked for the canadians before they released it to all of the us audience as well. And i mean, from a non-profit perspective, i mean, it’s not like you can necessarily, you know, copilot non-profit projects in canada before deploying them to the u s but i think when looking at broader technology trends and how some canadian non-profits have adapted to things that you know, there’s, some can be some lessons i could be running from the canadian border. Okay, we’re going. We’re going talk in detail about what those lessons are, uh, i’m learning here thirty, thirty five million in in in the entire country, and then it’s about the population of california way actually going to research that tonight. That’s good baby, i was laughing because i’m speaking this afternoon on a different topic about email and one of the panellists i was speaking with those original supposed to be danny boo from the american cancer society, and so he was talking about the size of his list on dh he said it was around fifteen million people, and i started laughing and i was like, you’re half my country that’s actually, probably like the eligible age of everybody you can actually donate over. Teo was like, wow, like, you know, so when were also coming here, you know, you’ve come to this conference, a lot of the people who were presenting are often from really big organizations who are really well resourced, and so i thought it was really interesting that our definition of a small or a medium not-for-profits and for the purposes of our thing, we were kind of saying, like under five hundred thousand dollars annually and fund-raising revenue you’d be small and between five hundred thousand and two, point, five million being medium, but i don’t know if many organizations here if i settle this organization’s raising two point one million through their entire fund-raising program, they would probably be like that’s really small but it’s, not necessarily in canada. Yeah, well, be careful now in in the u s i’m pretty sure it’s just around fifty percent of the of the non-profits i think like fifty one percent have have have annual budgets of under fifty thousand dollars, so yeah, so it’s like that on our audience here non-profit radio is all small and midsize shops, i know that i’m not talking to, and i don’t produce the show for stanford university or hyre a memorial stone kettering hospital or, you know, any of these huge organization’s, although i do think they could benefit but there’s their lives, they’re missing out, i can’t reform them oppcoll but yeah, the vast majority of non-profits are small by your definition, and i’m pretty sure it’s, like fifty one percent have budgets, annual budgets under fifty thousand dollars that’s, that’s, crazy there’s, about eighty five thousand charities in canada and half of those are don’t even have a staff member like they’re all entirely volunteer driven. So even the context that we’re talking about, we’re guaranteeing at least, that these people have one staff member or at least organized enough to have some sort of fund-raising program of some, you’re not really very aware of what’s happening in the u s do you know the u s capitol? I’m in it, thank goodness, but i didn’t know about the mall because everybody kept on talking about the mall. You figured shopping? Yeah, i was like, why? Whatever. You want to come to the mall. And then i realized it was not about a shopping center. Embarrassing, but okay. All right. Um, well, holly let’s. Stay with u and s o your old working your each working either in a small, small, mid sized organization, jason or supporting them as a consultant. Holly okay, so what are some of the technology lessons that we can bring from from above? I think one of my favorite lessons because our agency tends to we have a direct mail history. So one of the reasons why i was hired is toe build the digital size of our business. Digital side of our business on dh what’s amazing to me is nobody that i work with. Has anything that’s integrated or even a comprehends of systems approach to, like, capture their data or even an email program? So i’m really struggling with organizations who know that they need to. Aye. Like, say, for example, i need tohave an email program. I need to be able to get people to sign up on my website. So part of what we do is teaching them on coaching or executing it for them, depending what the scope of work is. But all a lot of it is, is change management and culture management within organizations like a hospital foundation, you know, didn’t didn’t didn’t dick dude e-giving dink, dink, dink, you’re listening to the talking alternative network duitz waiting to get you thinking. Dahna good this’s, the cook said about sonya wear hosting, part of my french new york city. 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And let’s let’s work within an example of ah client that you know, unattributed, but how not not just what you did, not just how you help them generally, but how you help specifically and what the lessons khun b for small and midsize shows here, one of one of the clients that i’ve worked with and they will see which i think is an awesome case study is that they’ve only had a gn online program, and all that online program really evolves around is email nothing else on dso they for the first time, we’ll see probably this year they’re online revenue surpassed their direct mail revenue and their direct mail revenue was pretty healthy to begin with on and some of the lessons when i came in was being ableto, for example, we have a big bulk list of people, but we had no idea who was actually honor email list. We didn’t know where they came from. We didn’t know if they were donors, if they were supporters, what kind of information? And so one of my first techniques is sort of to go in, you have to find out what information is of value to your supporters have to find out, you know, where they’re coming from, what they want. So we’ll work with our charities to really understand who their donors are on one of the things that were really big on his storytelling works exceptionally well. Let’s talk about that. Yeah, on dh. So we will help our clients find a story that will resonate with donors and then translate that and help them tell that story in an email. Mediums. So how do you how do you pick the right stories? Um, i used the very unscientific i will use a shiver that or the cry test. So if i read a story or zoho shiver a shiver castro, i got okay, but so if i hear of a story that stops and makes me pause and makes you feel like it punches me in the gut, then i know that that is the absolute right story for me. And so, you know, part of you know, sometimes i’m talking to the person to get the story. Sometimes i’m developing it, you know, off paper on dh. So for me, it’s getting teaching not-for-profits how to write a good story in an email andi think storytelling ski, but i also think regular communications is something that small not-for-profits really struggle with their, like all these big organizations, they say they send out, you know, thirty emails or, you know, five emails a month, and i we start planning out a schedule so that they don’t all get bulk dough, but like let’s say, we’re going to do one email a month and it’s just going to be telling about something in your organization that’s really important. So for example, one of the organizations i volunteer with his cold on the ten oaks project to me run summer camps for kids who have clear parent, and so we were never telling any of our donors what we were doing with their money. And so this year we have a plan series of six stories that we captured and sometimes their campers we’re talking about, you know, one girl i just finished writing her story. Her name is bernadette, and she talked about the moment when she was at school, and she found out that her friends had passed around a petition asking her to be kicked out of the girl’s changer during visit. Because her parents were gay and they presume that she was going to be making, you know, sexual passes at her. I mean, how did that story not kick you in the gut? Right? To feel like this kid, who at that time was in grade seven. This is a bunch of kids doing it, a bunch of kids and her finding out. And so really talking about the rule that this organisation has played in transforming and building her self confidence and her self esteem and, you know, helping her to successfully girl been building this community appears so for us in that organization, we’ve decided every other month we tell one of those stories so their camper stories, their family stories, their volunteer and the commonality between all of them is that look, you just got on your face. Tony was getting kicked out by your peers because it really people understand why they’re giving to this they they were there themselves. They can relate to that somewhere. They know that that’s a really important issue on dso. My job with everyone we work is to find that kind of moment until it well, that’s just remarkable kids. Becoming so bigoted at that age, kids becoming bigoted, period? Yeah, it’s horrific. And this is candy, and this is canada and we pride ourselves, you know, on diversity and tolerance. So i can’t even imagine what would happen in places that, you know aren’t as progressive is so finding that compelling story, how do you encourage the story? Teller? Teo, teo, open up. Maybe you hear about the story from program staff, for instance, some some of the way how do you induce the person teo to share personally? Well, actually, surprisingly, the best way to interview someone is over the phone, and you wouldn’t necessarily think that, but because of that little bit of distance between you and the person on, they often just open up and it’s, taking them through a journey through their questions and ask, and you should always, when you’re interviewing, someone asked the kind of leading questions if they’re not giving you what you want. But, you know, you ask him about a situation and you say, tell me how that that make you feel if they’re describing a situation, tell me what it sounded like. Tell me what it smelt likes you. Know, and you really want to get into the sensory processes when you’re interviewing that person, and sometimes a person will just go when they will tell you a story it’s and it’s an hour, and it’ll be your job to cut it back. I mean, sometimes it’s making them really comfortable in making points of identification i’m with them. And the skill i think that you develop as a fundraiser over time is that people actually tell me really everything, like, really candid because i’m a very honest and open person, and i think that relates through and they’re really comfortable being transparent with me. So it’s kind of a gift, you know, you might be a really good fundraiser of you have a natural gift for having people disclose very personal things. Teo the your advice about interviewing people on the phone reminds me of terry gross who’s who’s, the host of ah national public radio show fresh air. Yeah, she insists that her guests not not being the studio with her, they’re always remote and not just in another room, but they’re in other cities she doesn’t want them doesn’t want doesn’t want me looking at them. She feels she gets a better connection, just just having their voice in her in her head and same for them, exactly it’s unusual. But it works for it works perfectly well for her, but it’s not because eighty percent of communication is nonverbal and so all of the body language, all of the facial discomfort. Maybe if somebody’s telling you something that upsets you, none of that translates through. All you have to do is control your voice with absolutely no judgment is there, you know, sharing these really important, transformational woman’s that your cause or your organization has had in your life and there’s really nothing more beautiful or privilege to get to talk to these people who talk about how x organization helped their wife die or to talk about how they were able to get a mastectomy and then an immediate breast reconstruction at a hospital because of a piece of equipment that donors have purchased, how, you know, they were able to be get refugee status and come to canada about how they donated a kidney meat there, brother so he could live it’s a privilege to be able to hear those stories jason on the education side what uh, what can we learn from from above? Well, ah project that i was working on last year with the implementation of bitcoin donations at our non-profit and you know, within the non-profits unit is across north america are are indeed all around the world is quite unique because, you know, it’s, something that i cz perceived to be requires a lot of technical implementation, but it was actually quite straightforward, but it was further supplemented by the fact that the canadian government issued very quickly after bitcoin came out an advisor treyz saying, hey, this is how we deal with the tax implications of, you know, the coin and currency and you know, that provided guidance for people to start implementing it within the organizations and things. So in november, we became the first organization in canada to issue tax receipts for bitcoin donations, and i would like to go as far to say that, you know, the first organization in north america is your tax receipts have yet to find us organization that issues before we go much further, which we do have time for, but we better acquaint listeners with what bitcoin is. All about, i think a lot of people have heard of it. Very few people use it let’s, let’s flush that out for people and how you get it and it translates into real money because i still don’t really know. Yeah, okay, how does it translate to real mentor? So please tell us the story, but what bitcoins about so in a nutshell, bitcoin is on online crypto currency that so i use the analogy of imagine if you had to give someone who lived on the other side of the country off five dollars. Now, the options that may be available to you is you could mail that five dollars, to them. You could maybe send them a bank transfer. You could send it to them via paypal oppcoll, with the exception of emailing on an actual five dollar bill, requires central authority. So, you know, you would with your bank, you would say, you know, minus jason five dollars, plus tony five dollars, and that the bank would be in control of that for you. No papal would do the same thing part of their central ledger, but imagine a system similar to the internet where it’s peer-to-peer and no one actually has direct control as to whether or not the transaction goes through that it is the closest thing to cash that is electronically available, so if i want to send you five dollars there’s, no one in between that could stop that transaction that it’s as good as me giving you the cash there’s no government agency or organization or company that could say that could block the transaction, which is the system that currently exists now. It’s it’s, quite a revolutionary concept similar to the internet in which, you know dahna for the internet, you know, people accessing, like bulletin board zsystems that you’re dialing into a central server and, you know, people close messages, but if someone doesn’t like you being there, they could kick you out, but the magic of the internet being that anyone can communicate with anyone else in the world and, you know, if people you know, i can’t say that, you know, this piece of data is in venturing my country like you know of these what the ideas of ideals of net neutrality, um, so imagine that applied to a financial system on it’s, quite a revolutionary. Concept that, you know you could i’ll be sending, you know, large sums of money what i actually transferring what do what do you get if what do i get when you’re giving me this five dollars? What do i see? You would see just a whole bunch of code s o it bitcoin is transferred to what’s called wallets and these air usually expressed in q r code. So you would you would get a wallet that would essentially be a cure for that people could deposit. And of course, the q r codes those little black and white diagrams that that air scannable and lead to lead to websites. Yeah, okay. And if if you wanted teo hyre generates bitcoin so that this is something that’s created by the network. So every every computer that is part of the bitcoin network is actually helping facilitate these transactions in return for helping facilitate these transactions, and being the network that bitcoin in a program or algorithm itself will give those computers that are transferring everything like small bits of bitcoin. So it’s sort of like an incentive system two to keep the network flowing and everything and it’s it’s designed in such a way that you can’t just, like, manufacture more money like, you know, just you can just print more bitcoin or create more bitcoin. It’s it’s not a preset rate that you know it’s tributes at a set amount and that can only ever be like twenty one million bitcoin in the system. And yeah, okay, wait, i do have a couple questions, but we don’t really have time to go into any more details about bitcoin. We’ll have to have to leave it there. I’m sorry listeners about bitcoin buy-in because we want to get the technology lessons from jason. All right, so now we have some grounding in bitcoin let’s get to the your take away that u s o show in terms of implementation. I mean, this is a technology like we we chose to pursue it because the canadian government itself through the world canadian mint, they’ve been working on a project called the midship. Now this is a government backed project that’s what they are pursuing digital currency. So imagine the way that they’ve structure is, you know, the ideal science fiction ideal of you top two cards together and you can transfer the money straight there. So there’s no such thing anymore is like five dollar bills, a ten dollar bills that you know you could just touch the two tarts cards together and it’s just a currency transfer. No bank in between to to do that. And when we look ahead, i think one of the absolutes will be like currency will change. I think they’re that’s the way that things will be moving, like in terms of wave moving from cash systems to electronic systems. You know, like things like papale, this is the next natural evolution of currency transfer. So whether it was bitcoin or anything else, you know, that was the rational that we used to it to pursue it because the canadian government already exploring digital currency. So bitcoin came out, which seems to be a global kind of currency. So why not pursue it? So we went through the process of implementing it was actually quite straightforward men there’s a there’s, a great fund online actually goldenburg point one hundred and it’s ah, a fund that was developed by early between adopters. And they put a whole bunch of bitcoin into a wallet, and i think they started off something like over a hundred thousand dollars, and they said if a non-profit eyes interested in exploiting bitcoin and implements that further non-profit and puts the q r code on the web site, we’ll just give me a thousand dollars oh, and it’s the simplest thousand dollars that i think the organization has ever received, like you just let him know that hey, we’re accepting bitcoin and no grand proposal, they just sent the thousand dollars and be like, okay, well, have a nice day. I was like, oh, do you want to follow up on that and he’s like, no, just the best thing you could do for me is help me get rid of this fund. The money is going faster than i can spend it, like, serve your ideal philanthropy, right? But this’s only available to canadian no non-profits the gentleman’s actually based out of maryland inside dimitri and he he runs the final target. He’s he’s access a community trustee for this funds that was built around an online forum. So you know, he’s charged with distributing on how can we find him just google bitcoin one hundred and believe the website is bitcoin one hundred dahna allergy? I just let him know that you’re interested in getting the thousand dollars and you know, you should follow-up okay, that’s actually an excellent takeaway, because now we have a site we could go to weaken, learn more about bitcoin and the possibility of accepting it and, of course, bigger takeaway being the transformation. What i was thinking, yeah, there’s a thousand dollars. But i was thinking of the thinking well, brother ali, that there’s a little more profound thought that jason had dahna which was the transformation of currency, and i think that’s, you know, that’s where it will happen. I can’t say what the timeline will be. Five years, ten years, flying cars, digital currency, grandchildren yeah, those are excellent. All right, two very good lessons and think things to think about. Thank you very much. Thank you so much for having us. My pleasure. Thanks. You’re welcome. Jason. Jason shim is a digital media manager for pathways to education canada and holly. Wag philanthropic counsel for the consulting firm. Good works. I want thank you very much again. Thank you. Thank you. Pleasure. You’re listening to tony martignetti non-profit radio coverage. Of the non-profit technology conference and t c twenty fourteen, thanks so much for being with us. Thank you very much and ten and and t c generosity, siri’s, sponsor’s non-profit radio and they helped me make it. They helped make get possible for me to go to conferences like ntc and to get valuable info for you from interviews like that, general city siri’s hosts multi charity peer-to-peer runs and walks you know them? You’ve heard me talk about them if you’re thinking about including a run or a walk in your fund-raising i asked you to check them out as a possible provider. Tell dave lynn that you’re from non-profit radio he’s the c o o you could reach dave lynn at seven one eight five o six nine triple seven or generosity siri’s dot com many thanks to them for their support of non-profit radio i have a new non-profit radio knowledge base, this one is on your board relationship. I know that lots of charities are struggling with their relationship with boards and board members. Just yesterday i had lunch with a ceo and a boardmember who were sharing their frustrations with there underperforming board, i’ve got links to non-profit radio interviews on getting the best out of your trustees. There’s a panel of three women who work in non-profits talking about that building a more effective board with gail gifford working with your small organization board. That was another panel board, a six with jean takagi and a couple of other links also all about your relationship with your board and getting the most out of your board. The video and the links are at tony martignetti dot com that is tony’s take two for friday, thirteenth of june twenty fourth show of twenty fourteen you know maria simple she’s, the prospect finder, she’s a trainer and speaker on prospect research. Her website is the prospect finder dot com, and her book is panning for gold. Find your best donor prospects now exclamation mark she’s, our doi n of dirt cheap and free you follow-up maria on twitter at maria simple. Welcome back, maria, good to talk to you. Good to talk to you. Thank you very much. You’re not going to say glad to be here or anything. Well, i am glad to be here, actually and it’s in my summer month and i’m always happy in the summer. So this is a good thing, excellent, and even happier on non-profit radio day, right? Absolutely. Now that i ve pimped you twice and you have no choice but to say yes. And i’m happy about everything. We’re talking about the right to be forgotten. This came from a spaniard who brought a case in the european court of justice. Yes. So, you know, i thought it was very interesting and i was wondering, you know, there might not be immediate applications for prospect researchers in the united states, but you know it. It got me to thinking what implications this might have five or ten years down the line in terms of information that might end up getting erased from google searches. Um, and it just got me to wondering, you know how how we have to maybe cross check data in other places, especially going forward? If if we’re going to start seeing data, you know, becoming race could it could even be more imminent than five or ten years? I think. Very well could be. You know, right now, um, one of the one of the steps that i had seen was that over forty one thousand europeans have actually asked through this online form that google has created to be for gotten so they want mention of themselves erased off of google search results. And that huge let’s set the scene in case everyone hasn’t heard of this. This was ah man in spain who brought a case to the european court of justice because there were links in searches of his name is just searching his name. There were links to old events that he thought were no longer relevant, right? It has to do with a realist state auction that was held, teo, settle some of what they call social security debts, whatever that meant. But he was, you know, not happy that that was still out there because he felt that the debts have been settled and so forth. And so he petitioned through this, uh, europe europe’s top court, which is the court of justice of the european union, i guess it’s somewhat similar to our supreme court and petitioned. And it was ruled in his favor that yes, google is going to have to comply. So of course, if google’s going tohave to comply, you have to think that the other major search engines like yahoo and microsoft being will also have to do the same and to comply. Google came up with this online form. I don’t know if you don’t know how you go directly to the form, i guess you can just search it. I think i ended up finding a link in one of the articles led me directly to the form and it’s pretty interesting because you actually have to select from a drop down menu one of the thirty two countries that are listed that you would reside in. You do need to provide some sort of a photo id, uh, so that i guess, you know, if you’re trying to get maybe say, a competitors, you know, information swipes or something like that, they want to make sure that yes, you are you’re the person and it’s information about you, etcetera, and so there are, you know, there’s certain things that you do need to do in order to comply, to get it to get the data removed, but they really think it’s going to be a very long time before google can’t even get through all of these. Requests. And right now it on ly pertains to the european union, as you said, the thirty two countries so this does not apply teo u s residents, but it could there’s potential that someone could bring a similar action on dh similarly succeed in the us i’m not i would not put it past somebody to come up with that idea, having read, you know, all the press that there is available out there about this particular ruling in europe. One thing that i didn’t realize i mean, i just thought that you go to google dot com and that’s just the one place to do research the devil, evidently there’s a google dot ceo dot uk, which is, i guess, the european equivalent of google’s search engine, so i think what they’re from my understanding of what i’ve read is that it’s going toe wife clean the search results that you would find on the european search engine and maybe not necessarily google dot com again, it’s also new and all such a grey area and google themselves trying to figure out how they’re going to end up complying with this whole thing. The implications than for prospect. Research are becoming apparent as we’re talking. You might not find everything that you’d like to find on someone, right? Right? And, you know, i can give you an example. Tony, of a search i was doing a number of years back, i was probably about ten years ago, i was doing some donorsearch research actually, i was just doing research. I wasn’t sure that this person was actually considered a donor prospect or not, because sometimes i’m doing the research because there’s, considering having this person as a high profile boardmember and so i’m doing the research, and i kept coming up with this a person’s name connected to corporate insider trading. So the bad kind of insider trading and at first i dismissed it because i thought, well, maybe it’s just the same name? Um, but then i came across one article that actually did link the person to the insider trading and linked to the person to current employment situation. So then i knew this was indeed the prospect, so i came i had a dilemma because right, if i put this information into a written profile, then, uh, any donor and he don’t prospect really has the right to walk into your organization and say, show me what information you’ve compiled on may i want to see my donor record on. And so i really had this dilemma, and i thought, well, what do i do with this information? So i decided to call the person who had hired me to do the research, and i asked, why are you having me do this research on this individual? Is it for a simple donation, or is there something more to this? And she said, oh, there’s a lot more to it. We are considering bringing him on the board, and our board chair thinks he would make a great treasurer for organization. Oh, my. So that was you know, i thought. Okay, well, red flag. So i decided to verbally give the information that i had found. I mentioned that the person had paid their fine had done their time. It was well in their past. But i did feel that the executive director didn’t need to know that this existed. Now why? This is really interesting dilemma. But why? Just verbally? Why? I mean, if if it’s bonified and you had confirmed it, why not? Put it in the written prospekt reports, well, we discussed that i told her that i would i don’t like to put information into a written profile that would potentially sever our relationship with somebody, and it could, you know, it was a potentially great relationship that could that could have existed. Um, so i did not want to eliminate that possibility for her if if he’d read this and said, well, you know, this was dug up on me and, you know, i’m uncomfortable with this, and i’m walking away from this organization hey, you know, clearly it was in his past, everything had, you know, all fine has been paid, and as i said on time, his concert, i just felt that it could end up, um, severing the relationship ultimately, and i didn’t want to several relationship before it even began, since they’re you know they’re may not have been any issues in the future. I just told her to tread carefully. You always have in the back of your mind what the donor or dahna prospect might think if they were to read this in the organizations report that you had written, yeah, it was absolutely there was the same reason i don’t like to delve into divorce records. Yeah, well, now i can see how that wouldn’t belong, but alright, it’s, just interesting. You always have this in mind that what would happen if the person were to read this about themselves in the organ in the organization’s files are always thinking away. Okay, interesting. And what what happened in that case? Did they end up inviting the person to be on the board? Do you know, or did they not? They did. They ultimately did, but i don’t think they put him in a treasurer position immediately. You know, i’m not sure down the line if that ended up coming to fruition, but it was certainly at least something that the executive director needed to be aware of. Excellent. Okay, excellent story. Thank you. Um, this all, you know sort of brings up also the the potential, the discretion, really, that google is goingto have and other search engines as they have to comply with this. The way i read the description i read, i didn’t read the court’s decision itself, but the description i read was that, you know, there’s some vague description or vague direction about, um, what google should consider inappropriate and what not, but but but nothing’s very, very specific. And so that leaves a lot of discretion for google as to whether something like what you described still belongs. I mean, it still could be very relevant, even though it’s in the past, you know, i mean, history is all in the past, we we were studying history all the time. So just because something is in the past google and detrimental to the person, google could still very well determine that that that belongs under that person’s search results, right? So now people are wondering, you know, it’s a matter of fact, i read an article that was in a may fifteenth edition of yusa today where, you know, they talked about, you know, that the court basically is here is blaming the messenger and, you know, this person had this, you know, situations in their path, google was simply giving you access to the information, and you know it e if if reputations can now be somehow, you know, as they’re calling it in this article, airbrushed on demand, right, you know, you’re going to have to think about, you know, well, it’s people who have done things, you know, maybe doctors who have botched surgeries and you just think about the implications of all the types of people that would be thinking about having this this shady past erased there’s just a scary amount of discretion that google has because the past is still relevant, but maybe some things are irrelevant howto how do you decide what’s relevant to other people and what’s not the other? The other very interesting thing about this is the information isn’t going away it’s not going to be removed from the internet if that’s even possible it’s just going to be removed from a search result with that from of that person’s name. So there really is a matter of fact, the very newspaper articles that this spaniard, you know, was it sat about still exist on the internet, more people have probably read the articles now than otherwise would have ever read them if he hadn’t brought to court. Um and so the articles still exists. It’s just getting to the articles by searching on this individual’s name is something that has been or will be very soon i’m not sure if it was removed or not, but i think it may be it wass at this point, but, you know, is you. Yeah, data is probably still going to exist. But as a prospect researcher, your main starting point is always with a person’s name. That’s. Why? I was wondering how this was really going to affect donorsearch research. I mean, we have a lot of institutions. Buy-in particularly hyre ed, that do their research. Donors who reside in europe, right. So you’ve got people who come to this country for their education on they go back or people who started, you know, as a u s citizen and are now living is expats in another country, so you know the borders being as fluid as they are. You can imagine, i know, maybe a very small social service organisation non-profit might not be in that situation as they’re researching their donors, because for the most part, they’re serving a geographic region and their donors come from that very small, smaller pool of people. But larger organizations that serve that our international and it doesn’t even have to be hyre ed, imagine the wise of the world or united ways we have to go out for a break. When we come back, marie and i are going to keep talking about this, and we’re gonna move teo, subject of the donors right to privacy and the code of ethics around around prospect research. So stay with us. You’re listening to the talking alternative network. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. 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. Talking alternative radio twenty four hours a day. Lively clamber station top trends, sound advice, that’s. Tony martignetti, yeah, that’s. Tony martignetti non-profit radio. And i’m travis frazier from united way of new york city, and i’m michelle walls from the us fund for unicef. And i’m tony martignetti and with me is maria simple, the prospect finder, maria appa ra, the association of prospect researchers for advancement, they have something to say about donorsearch they dio there, they actually on their web site a statement of ethics, and i’d be glad to provide that link to your tear listeners. Tony on your facebook page, okay, we’ll put that after the takeaways. Yes, yeah, sure. And so the main pages apra home dot org’s a pr, a home dot org’s and so there, you know, that is the association that most professional prospect researchers would align with and rely on for their professional development. So there is a statement of ethics that the opera has and, you know, accountability and practice as well. I mean, i’m looking at one specific line that they have in their code of ethics around practice. It says that, you know, they shall on ly record data that is appropriate to the fund-raising process and protect the confidentiality of all personal information at all times dahna so, you know, they take donor-centric mation is safeguarded at their organizations password protect the software, for example, making sure that only people who need access to that information are going to get the access to the information. Well, let’s, go back to this donor. The confidentiality. I mean, how do you protect the person’s confidentiality when your task is to prepare research about the person? I mean, at the top of the page is the person’s name and, um the pages are loaded with stuff about the person. How do you how do they balance what they mean their protect confidentiality? So you want to make sure that on ly the people who need access to this information to advance fund-raising are going to have access to the information. First of all, the information is all derived from publicly available sources, right? So google obviously is one of those publicly available sources that we get information from. We’ve talked about hundreds of those on the show. Yeah, yeah, absolutely. And so what? You go to a lot of different sources to gather the information and bring it all together? The role of the prospect researcher is, too. Take all of that information, wade through it and come up with a concise profile. Most of the time, the information is is going to be embedded right into the donor record because then you can pull the reports, you know, as you need in the donor software, when i’m preparing the profiles, i just do it in a word document so that they can easily cut and paste the information and if if if, need be into their at their end. Obviously, i don’t have access to donor software that my clients are using, so you want to be sensitive to then who you’re emailing these two i don’t mean you as the prospect. Well, i don’t mean you personally, but the prospect researcher and they may very well in a smaller midsize shop not even be devoted to prospect research, so that let’s say, right, the person doing this research on donors and potential donors, you want to be very conscious of who you’re emailing these reports, too, right? As who has access to the to the next two folders where these prospekt reports are stored? Yes, absolutely mn it, and then you can imagine a situation where you get your development committee together and you’re doing perhaps some sort of peer review sessions so you might have printed profiles or data pieces of data pertaining to these individuals on the table, you know, every every development office really should have a good shredder in the office, and i would really encourage people not to allow boardmember sze some other volunteers involved in the development process tow, walk out with hard copies because you just don’t want this information, you know, floating around out there that’s very good admonition caution? Yeah, that that where the hard copies go and then they end up in the person’s office or home or something. Yeah, right? Yeah. Okay, talking about shredders, you know, i can’t stand seeing those shredders where it’s like quarter inch strips like a four year old could put those back together if if they wanted to there’s quarter inch long strips. I mean, you should get at least cross cut, if not the not the ones that make those little little paper tiny bullets, which you’re supposed to be impossible to put back together, right? And there are companies that you can hyre depending on how much you really have to shred, there are companies that you can you can hire to do shredding. I think that even in local companies like u p s stores. They have shredders located within those facilities, maybe even staples. I’m not sure i know ups does, but, you know, there are places that you can go then and taken have it securely shredded. So that might be something to consider. If you do have an awful lot, maybe maybe your office’s air moving and suddenly you find that. Okay, you’ve got files and files from maybe past years, and now things are going all electronic. What are you going to do with all of this? You don’t want to move it right, because you might not need to bring all of that old data with you, but yet it contains some potentially, you know, sensitive information that people would not want just floating around out there. Yes. And as you mentioned, there are services where they’ll just place a bin in your office. And then when it fills up, you call them and then they come and shred it and they and they give you back the empty bin. Yeah, what else? What else you thinking around? We’ve just about another minute or so. What else around this data? Data? Privacy and confidentiality? Well, again, just making sure that everything is very well password protected on lee allow people have access to the donor, soft to your donordigital base that absolutely needed shred anything that is printed and keep on top of what’s happening with this with this particular law that that occurred in the european union. And just you know what? Maybe you know, i will of course keep on top of it, tony, and weaken maybe revisited as things develop, even if we make it part of, you know, a small piece of the future show, but i think that that non-profits do need to be aware that this is out there and see the potential for its effect in the united states ask and you’ll you’ll be most successful, i think, in searching if you look for right to be forgotten, maria, thank you very much. Thank you, tony. My pleasure, maria simple. The prospect finder on twitter she’s at maria simple. Her sight is the prospect finder dot com next week, cindy gibson, our grants fund-raising contributor on the logic model, and deborah sharp from non-profit technology conference on user personas. If you missed any of today’s show, find it on tony. Martignetti dot com. Our creative producer is claire meyerhoff. Sam lever, which is our line producer, shows social media is by julia campbell of jake campbell. Social marketing on the remote producer of tony martignetti non-profit radio is john federico of the new rules. The music is by scout stein of brooklyn, with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Yeah. E-giving didn’t think dick tooting getting thinking. You’re listening to the talking alternative network. E-giving 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. Dahna hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m we’re gonna have fun, shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com, you’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. 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. Talking. Bonem

Nonprofit Radio for May 2, 2014: Numbers In Your Stories & Research Pre- And Post-Event

Big Nonprofit Ideas for the Other 95%

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Brian Mittendorf: Numbers In Your Stories

 

Brian Mittendorf
Brian Mittendorf

Prof. Brian Mittendorf teaches accounting at Ohio State University. He wants you to rely on financial info to improve your narratives to donors so you raise more money and you’re clearer where it’s being spent. Be assured, I will not permit a dry recitation of the only subject I dropped out of in college. (Does he look like a young Ron Howard, or what?).

 

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Maria Semple: Research Pre- And Post-Event

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Maria Semple

Maria Semple is our prospect research contributor and The Prospect Finder. This month we’ll talk about how research can support your cultivation events.

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Duitz 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, but you knew that and i’m glad you’re with me. I’d suffer the frustration of a dia de okucani zha if i came to learn that you had missed today’s show numbers in your stories. Professor brian mittendorf teaches accounting at ohio state university. He wants you to rely on financial information to improve your narratives to donors so you raise more money and you’re clearer about where it’s being spent be assured, i will not be parading a dry recitation of the only subject that i dropped out of college and research pre and post event. Maria simple is our prospect research contributor and the prospect finder. This month, we’ll talk about how research can support your cultivation events on tony’s take two between the guests planned giving is fund-raising not fund raiding. We’re sponsored by generosity, siri’s they host multi charity five k runs and walks very grateful for their sponsorship, and i’m very glad to introduce brian mittendorf he’s, a professor of accounting and management information systems at the ohio state university’s fisher college of business before that, he taught accounting at yale, he serves on the editorial boards of the accounting review and journal of management accounting research at ohio state. Brian teaches courses in non-profit and governmental accounting and managerial accounting. His block is counting on charity. You’ll find him on twitter at counting charity. Professor brian mittendorf. Welcome to the show. Thanks so much for having me, tony that’s. A real pleasure. The first question i have to get to get off my chest is your you have all this background in accounting. How in the hell is it that assets? Always equal liabilities, plus owners equity this’s. Why? I dropped out of accounting at carnegie mellon university. It always seemed like just a total fiction makeup. The numbers game. How does it always happen that those two things those two columns on those will teach arts come out equal. That magic now is what does it know, though? So if you actually, you know, i like this stuff. Oh, i will take the question literally. I do mean it, though, if you think about it and that it’s reflecting everything that an organization has, which is a value. Okay, and think. Of the size of the pie and liabilities and owners equity just kind of say who has claims to that pie so here’s all the app here’s, all the assets hears everything that we have that of worse. And then the next question is, who had claims to those things? Liabilities, air claims by third parties and equity or in the case of non-profits net assets are kind of the amount left over that the organization has claimed teo or for business the owner. Oh, so that’s why it always have to be the case? Because any time you have asked that somebody has to have a claim to him and so lie bilich inequity or just split up, who has the claim? I wish i understood that in nineteen, eighty two or so because yeah, okay, but, uh, yes, it’s, everything you have and then somebody has to. Somebody has to have ownership of it. Either you are somebody you owe money to or something like that. I say i never i really didn’t understand that. And i dropped that. I did drop out of accounting and like the second second week, i just i wasn’t getting i could. Make the teach art, but then i could never put the numbers into it, but i could make the cross very easily if you don’t you’re not alone, okay? Not not the i’m actually i’m impressed. You’re you like a challenge and so ah bring on account on to talk for thirty minutes. I’m sure is the challenge, so i appreciate it. Not the most exciting subjects from no, no. Well, we’re going to make it. Well, i don’t know if we could let’s not overstate the case. I don’t know if we could get exciting. Exciting? I don’t know if exciting is possible, but we can at least make it interesting. And maybe have a little fun too. Okay. No, i’m you know, the topic doesn’t scare me. It scared me in nineteen. Eighty two it’s. Why? I dropped out, but i’m out of the course. Not the whole university. Um, all right now i’m you. Ah, you suggested some interesting. Ah, some interesting ideas to talk about. Andi. I like it. So what? What seems to be the problem with the use of numbers by non-profits? Well, it probably really, from my standpoint. Probably treyz backto what? You i kind of already mentioned in that that is ah lot of people have an aversion or to accounting or at least don’t find it interesting. And so it’s, not really at the centre piece of what people are doing, but, you know, if you think of they say accounting is like the language of business or what have you, which i don’t know about that, but if you do view it in the language than the financial statements are book, they’re telling a story and so there’s a whole story out there that some extent people either don’t fully exploit to explain what the organization is doing or don’t fully understand, perhaps. All right, so you would like to see it these numbers more involved in the maura part of the narrative of the storytelling since, since their analogous, the numbers are telling a story, but we also have these narrative stories that we tell about the work that we’re doing and the outcomes we have and the impact that we make in the world. You’d like to see the two of these sync up. Yeah, i mean, i think to the extent that non-profits get in trouble, it’s in circumstances where they have ah, they’re storytelling, and then they have their financial statement, and the things don’t really match up that well. Ah, and it isn’t necessarily ah ah, problem of bad intent, it’s just that the elearning part isn’t kind of melted into the entire entire narrative, and so i think a lot could be done to bring those things together, and that would help donors and potential donors understand better how money is being spent, how their investment is going to be spent definitely cause i think if if donors aren’t given that information, then they’ll probably make assumptions and you get into trouble. When’d donors assume their money’s going toe one thing when they find out that later that it’s going to something else which might have been a perfect, perfect thing to be putting it into. But donor’s assumed it was something else. And so then donorsearch only either don’t trust the organization or find some other organization that they think is going to do something different. Where is that? The organization kind of is more up front about, you know, here’s our priorities here’s where our money goes ah that’s still a lot of trust with donors. How do you go about your research, teo? Determine that these two are not sinking up? Well, so i mean, in many ways, i’ve brought this into the classroom. I teach accounting students primarily and so they’re interested in the accounting rules. But i try teo gonna force them to think about what the financial statements given the rules that we learn about how to do the accounting. What are those financial statements tell us about the non-profits so i actually have my students ah, each semester, choose a non-profit get their financial statements and present on that non-profit say, what is the non-profit commission? And to what extent is the financial statement match up to that mission? Because in a sense, i think most to the extent that financial statements are used, people will look up this overhead ratio or look up, um, some rating agency that’s just going to pull a couple numbers and calculate something and those those tend to not tell the whole story either. Yeah. And what do you ah, what do you and your students typically find as they’re doing these the’s case studies for you? I guess you get a mixed bag and you get you get some organizations that, ah, their finances tell the story that’s very consistent with their mission. And i would say, for the most part, the students think that the organizations don’t take enough advantage of that. They don’t communicate that it clearly as they could, and then there’s other organizations where the students said they’re spending money on things that i didn’t realize they were spending money on, and probably most owners didn’t realize it either. And again, that’s not necessarily a problem. Ah, but the problem being if there could be a disconnect between what donors thinking what’s actually happening? Yeah, yeah, no, i mean, i could see where that that is a problem on because you mentioned donorsearch art assuming things and that’s that’s when you get into trouble and then the media starts assuming things because the disclosures aren’t clear, if if it’s something that gets to the media and then then you gotta really then you got a real problem on your hands. How come you choose non-profits too motivate your students over corporations? Well, that happens to be my particular interests, both in teaching and in a lot. Of my research, i look att non-profits governments to some extent too. But so the course is focused on non-profit and government accounting. Not to say that there’s not there’s tons of interesting things you can get about corporations from their financial statements. But if you think about it for accounting students, you know, they they have ah, a series of eight or nine accounting classes. They will have one that’s on non-profit uh, so much like people in the nonprofit sector. I think that people don’t realize how big the sector is and how important it is to the economy. You kind of get the same thing. Ah, in business education as well. Business students are surprised when they learn how much of the economy non-profit account more yeah, isn’t it? Roughly? Ah, tender. Ten to fifteen percent of our fifteen or sixteen trillion dollars economy. Yeah, i guess. The usual things that here about ten percent, ten or eleven percent unemployment through non-profit, right. And not only employment, but the economic activity also. And asset ownership. Yeah. So there’s a lot of a lot of assets held by non-profits as well. Now may be a lot of that. Is in healthcare sector and education, but there’s still a lot of activity and a lot of employment in the non-profit community. And so especially when i teach mba students, i tried to sneak in non-profits as well, because they don’t coming in don’t they don’t realize how big of the sector is we’re going to take our first break on, brian and i are going to keep talking about this and all these assets that are out there in the nonprofit world who has their claims on them were goingto see how we’re going to we’re going to go back to these t charts, it’s, it’s, very it’s, all it’s, all planned it’s all people don’t think i plan the show, but but i do. This is we’re going to talk about thes t charts and who has claims on all these vast assets around non-profits and whose responsibility is it that these things come out equal and that those true story gets told around your numbers so that’s a lot to cover? I think bryan and i are up to it stay with us. They didn’t think the shooting getting dink dink, dink, dink, you’re listening to the talking alternate network. You waiting to get you thinking? Dahna good. Do you need a business plan that can guide your company’s growth seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our coaching and consultant services a guaranteed to lead toe, right groat. For your business, call us at nine one seven eight three three, four eight six zero foreign, no obligation free consultation. Check out our website of ww dot covenant seven dot com oppcoll dahna are you stuck in your business or career trying to take your business to the next level and keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. You’re listening to the talking alternative network. Dahna oppcoll welcome back to big non-profit ideas for the other ninety five percent got live listener left to send toe allentown, pennsylvania. Carter at new jersey and new bern, north carolina live listener loved to you also in south korea we’ve got soul and gwang myung on your haserot live listen love to everyone listening live and, of course, podcast pleasantries to the many thousands of you listening at your leisure on the device of your choice. Um okay, brian. What? Ah, what kinds of things specifically do you and and your students? Oh, by the way, where’s where’s, ohio. I thought you’re gonna have lots of students listening to you. Brian, where l come, ohio has not checked in as live listeners. Students are out of class. They’re preparing for graduation now. So that’s very convenient. Okay, you’re going tohave bring lots of live. Listen now, we didn’t know when you were going to doing the show at the time. But out of class preparing it’s only it’s only may second already exams. Yes, exams are done. Graduation is this weekend. My god, what kind of kick schedule you have there? You know, carnegie mellon was never that carnegie mellon. In nineteen eighties was never that easy. Early eighties was not that easy. I don’t know we had a much more rigorous calendar than ohio state. All right, we just switched semesters. I see we have the may mr starting up next week’s a little short, short one month and then summer session starts in june. Ok. All right, i guess i guess you’re it’s an accredited university, isn’t it? Ohio state and share it. Okay, i was just questioning, wondering. All right, um, what kinds of things to you and your students see specifically that non-profits heir not being consistent about between the narrative they’re telling maybe in their annual report, or ah or on their website and the numbers that they’re reporting teo to the irs, things like that? Yes. I mean, i’m there there are some some cases where there’s a clear disconnect. Yeah. So i’m just thinking of it. There’s a one that i was just looking at this week national cancer charity, that if you go to their website, they kind of left here the things we do. And they list all their activities to achieve their mission. And it’s we provide financial assistance to those dealing with cancer, we have activities and support for those deal with cancer, we prevention, public education and kind of the end. Oh, by the way, we also provide international support. And if you go to the financial statements there ah list of programme activities in terms of dollar amounts, the international aid, the distribution of pharmaceuticals is by far the largest amount o and financial assistance on his way down the line. And so you kind of wonder what? Why air they’d listing things in the opposite order on their website than they do in terms of where the money goes. Ah, now, the times those are maybe perhaps more extreme examples where you see a big disconnect. I’d say the much more common thing in terms of a disconnect is we have the narrative on the website, and then we stick in there a little pie chart showing what percentage of our expenses go to programs, and we kind of agreed never to discuss accounting again. Um, and so there, it’s, just you just don’t get in understanding. You could just get this pie chart and people feel obligated to provide the pie chart but don’t want to give much more than that. Okay, well in that in that first case, i’m that makes me worry whether that cancer charity doesn’t want people in the u s to know that so much of their money eyes going abroad. I mean, if they don’t like you said, if they’re not disclosing where it’s going and why, then we’re left to wonder, and i’m wondering, are they are they trying to deceive the us donors so that they don’t know how much is going abroad? Yes, i guess that’s the biggest concern is if you have a circumstance like now i know in this case it’s often this because of these gifts in-kind organisations they’re offered by pharmaceutical companies, we have stuff to donate overseas. Will you help us and gladly help? And so it might be in terms of their the amount of time and energy they put into something it might not be that high in their lives. But in terms of the finances, that is kind of where the money ah is going. So you know what the worst case scenario in this case would be? That the organization is completely aware of where the money is going on, and they don’t want donors to know it. Ah, probably a much more common thing is that the organization itself isn’t quite aware that the money is not going, and they exactly in line with what they believe their priorities to be. And that was just what was there more you’re going to say about that? Well, no, just, you know, the extent of it donors maybe are somewhat averse to paying attention to all the details of accounting. You have the same sort of thing internal or an organization believe this is their priorities and believe this is what they’re spending their time and energy on and it’s just not born out in the financial statements on they just might not be aware of that that, you know, look how much of our money went to this particular activity. Ah, that shouldn’t be as i have a priority of death, maybe we should kind of redirect our resources. There may very well be a disconnect between the office that’s doing the accounting and the office that’s doing the marketing, communications and the fund-raising exactly, yeah, and i think we i mean, we’ve seen examples of this. As well, where another well known cancer charity had actual fundraisers for its organization asking people for funds to help support cancer research, not realizing that the organization itself didn’t support cancer research. It supported patient advocacy. Ah, prevention things like that, and they actually weren’t putting money into research. And again, that’s not that there’s anything wrong with it choosing where to put the money, but the fact that those in the organization didn’t even realize where the money was going that would suggest that there’s a communication breakdown internally. Well, that’s a very serious case. You’re raising money for work that your organization doesn’t do. I would question in that case where’s the where’s, the leadership coordinating between these two functions, the mission and the business and the fund-raising there’s three functions correct. And i guess you know, this is probably the story with accounting in general. Accounting is not going to solve problems and it’s not going to bring donors in, but it can. It can help identify problem. And so if you kind of realize that here’s our communication about what we care about and here’s where the money is going ah, if you pay kind of attention to where the money you’re going in the financial statements, you can learn a lot about the extent to which you’re doing a good job of actually living up to those priorities is the the method of disclosing finances? Is that usually just the annual report? So in terms of communication donors or what they actually file, yeah, no, i’m thinking of communications to donors, right? We could talk about the irs and the sec, but its communication communicated this to donors, you know, that’s not exactly clear, so you get different things. So yet so the annual report might have a page or two on on finances. Ah, some organizations eventually just dump their form nine, ninety out on online and consider that their effort it transparency. Some will get audited financial statements, which provides some extra credence to the financial statements. But still, i think just sticking your audited financial statements is kind of the bare minimum that kind of say they’re available, but we won’t bother to interpret them for you. Is that what the ah, the annual report often does, doesn’t it doesn’t it talk through the the financials or no, not always? Ideally, ideally, that would that would be great is if it talked kind of about program accomplishments and in that context to say, oh, by the way, one of our accomplishments is we’ve achieved this much say, if you’re interested in research, we’ve given this many grant and this is how much money we’ve given to those grants, and this is what percentage of our budget those amounts represent. Probably the more common scenario is you get a lot of ah, a discussion about program, accomplishment, and then kind of at the back, two pages of the annual report, you get the financial, uh, the extent to which that those can be brought into the discussion. Ah, it helps avoid this issue of eye if there’s one thing that people in the nonprofit sector seem to agree on it’s, that they don’t like that people fixate on this overhead ratio. Ah, and wait, overcome that is to say, if that’s not what matters let’s communicate the financial information that does matter-ness we did a show a few months ago october on the overhead myth letter that was signed by the the three charity watchdog agencies charitynavigator, guidestar and the better business bureau wise giving alliance. I had those three ceo’s on talking about the background behind the overhead myth letter. What? And what led up to it and why they all agreed that it something like that needed to be signed so you could listeners could go back, teo last october on dh find that show um, brian, you have unexamined or two of charities that you think are doing well with the coordination between numbers and narratives? Sure, i mean, so i mostly look at larger, larger organizations, but there will be more well known anyway. So the one that comes to mind that i’m constantly impressed with the michael j fox foundation, which focuses on parkinson’s research if you kind of go to any other communications, their website or their annual report, they make a big point of their mission is to go out of business, you know, they were working to go out of business, they’re going fund research to get rid of parkinson’s and their financial statements bear that out, but more than that, they include them in a lot of their discussions, so they demonstrate we’re trying to go out of business and you can see it, because if you look at our financial statements, we don’t have extra reserves. We spend everything we can because we’re in a hurry and most of our program funds go towards funding research grants and here’s, how many research grants we’ve given and here’s how much that was and here’s, what percentage of our budget you know, it’s very a big part of their communications is to say, we are in this is urgent, and you can see it by the way we act. Yeah, so the numbers and the narrative are in sync and rely on each other. Exactly, and you don’t have to be an organization that in aa in a hurry to make that sort of that sort of story work, you can always say were in order innovation. It wants to have an impact for a long time, and as a result, we need permanent endowment fund and here’s how much success we’ve had in raising those and here’s why we need more, but the extent to which that those that narrative is tied to the financials, i think it helps avoid this issue of people making assumptions about the financials. It could also be helpful in a campaign. I mean, if you if you do, you want to last in perpetuity and you have a small endowment that’s not going to support that, for instance, or if you’re very low in cash and you need to have maybe ah non-cash campaign you know it was a short burst or something. I mean, you, khun, rely on your number, your your accounting to ah, to bear out the need for some type of a campaign. Oh, i agree completely. Yeah, i mean, to the extent that people use accounting in in their communications, that tends to be here’s what we do with the money, but perhaps just as important is to communicate here is how much we need ah, here’s, the extent of our needs and that can be pretty powerful. You could even go so far as to perhaps compare you’re balance sheet in the areas that you’re trying to raise money for let’s say, i’m still think of ah fund-raising campaign with the balance sheets of some comparable organizations and see how, you know we’re coming up short. Yeah, because i think to the extent that donors have a field organization, it’s, that they’re they’re mohr aware of more visible organizations, so they assumed that those organizations are larger and have more reserves, and that might not be the case. You can essentially say, hey, here’s, our reserves are out like he said, relative to appear organizations um, you might expect us to have a lot more than we d’oh. Yeah, you can on. And you can have a very visible organization in the social networks and not be a very big organization at all. Exactly. Yeah. Um, is there another one that that you like a lot somebody doing well, i’d like to have some encouraging stories. Sure. Yeah. I mean, i think in terms of in terms of a big turnaround, i would say live strong or what used to be the lance armstrong foundation. Ah, there. You know, may maybe they had before. They had so much money coming in. They had the luxury of not kneading really in depth communications about finances. But, you know, they very recently in most recent and past twelve months, i would say, have in their communications, emphasized muchmore kind of the breakdown of the programme costs. How much? Not just here’s. The percentage that goes to a program. But here’s, what we fund, we planned this advocacy. We fund this particular program for counseling, etcetera. So there are a lot more detailed in their communications with donors. And they do a lot more to discuss their financial needs. Have you noticed? They’ve been out in the open, essentially saying we’ve been hit hard by the lance armstrong controversy and here’s how much it affected us and here’s, how much we need to continue doing our job. So they’ve been way more up front about their finances on recent, yeah, they’ve come around, so you didn’t see them being as open in the past. When that we were. I’m doing very, very well, financially. I guess not. I mean, a part of my day has just been that they need wasn’t there, but they did. I have a lot of funds coming in, and there was a lot of misunderstanding about where the funds were going, and i think they’ve taken a concerted effort to fix that. We just have about a minute and a half or so before we have to wrap up, where do you think the responsibility lies in the non-profit for for creating this coordination that we’re talking about? Ah, that’s. A good question. You know, i think. The leadership of a nonprofit organization can do a lot to bring to emphasize that accounting matters where the money goes is a big part of what we do because, you know, i might be repeating myself, but if an organization isn’t kind of proactive in this sense, then you kind of left with donors making some assumptions, or you’re left with watchtower organization or, like you said, reporters or something digging in and finding something that they might think doesn’t match an organization’s financial. So to the extent that an organization can manage, the narrative can say, here’s, where our money goes and here’s, why? Ah, then all the better and now i don’t think accountants are aren’t goingto take the lead on this their their goal really is to generate the information and make it as unbiased as possible. But the extent that leaders in the organization can, you know, emphasize accounting is being a part of the narrative, i think that’s kind of where we’re alive, all right, we have to leave it there. Brian mittendorf is a professor of accounting and management information systems at ohio state university. You’ll find his blogged at counting on charity. And you’ll find him on twitter at counting charity. Brian, thank you very, very much, thank you just only doing it. Thank you, real pleasure. Likewise, storytelling and financial transparency and its coordination between the numbers and the narrative obviously critical to fund-raising something else that could be critical to your fund-raising or part of your fund-raising plan might be a five k run or walk, and our sponsor generosity siri’s does just that they run multi charity peer-to-peer runs and walks, they do this the back end work this a ll that all that behind the scenes stuff like lesson licenses and permits and making sure that you have enough portable restrooms and you have a fluid stations on the course, and there are shirts and race bibs and there’s a proper timing mechanism so everybody knows their their time as they come across, they take care of the web pages for your organization and for all the participants so that they could do the fund-raising and they also have a charity support team which will help you with the team building and the fund-raising around the event and you will find generosity siri’s at generosity siri’s dot com or you could just pick up the phone that’s the way i like to do business, you can speak to dave lynn he’s, the ceo, and there were seven, one, eight five o six, nine, triple seven they have events coming up in new jersey, florida, atlanta, toronto, new york city, philadelphia, so i hope you will check out generosity siri’s i’m very grateful that they are sponsoring the show my block this week has that planned giving is not fund-raising but it’s fund-raising that’s the video on my site this week, i often hear organizations say that they can’t do plant e-giving because they don’t want to hurt the other, i plan to give the other fund-raising programs that they have, in effect, that they’re they’re running their annual fund, they’ve got their major gift program, those are typically the ones that that people think of and they don’t want planned e-giving to hurt those other other methods of raising money and it’s actually one hundred degrees from that planned e-giving creates much stronger donorsearch ships and enhances other types of giving, especially you see that in annual giving. Think of who we put in our wills you have your husband, wife, children, grandchildren and when someone puts in your organization alongside those dear loved ones, they think pretty darn highly of you and the charitable work that you’re doing, and they’re not going to reduce their e-giving in other methods to the contrary, what i see is enhancements and growth in annual e-giving from people who make the plan e-giving commitment so that’s it there’s a video on my blog’s says little bit more about that. That plant e-giving is not fund-raising and that is that tony martignetti dot com and that’s tony’s take two for friday, second of may, the eighteenth show of this year. Maria semple is with us she’s, the prospect finder she’s, a trainer and speaker on prospect research. Her website is the prospect finder dot com and her book is panning for gold. Find your best donor prospects now she’s our doi end of dirt cheap and free ideas. You can follow maria on twitter at maria simple. Hello marie. Welcome back. Hi, tony. How are you? I’m doing very well. How are you? Just fine today. Terrific. We have two follow-up something from last time you were on. We talked about you. Mentioned actually something that the postal service runs called called every donordigital and we promised we promised that we would fill that out a little bit. Yeah, actually it’s called every door direct the reed or organ hoexter and in there, george, very different donor endure, but, yeah, i think we were talking about it at the very end of our last call together, when we were discussing census data and delving deeper into zip codes and finding affluent zip codes and so forth. And you asked, well, what would you do with the information? And i said, well, one possible thing you might do is get involved in this program that the u s postal service has called every door direct. I think it’s also goes by neighbor male andi it’s, a very interesting program, because within a zip code, tony, you can actually break down some household income data by route. Um, so if you were interested, for example, in within even a specific zip code in trying to create some sort of a postcard that would go to every household that had the highest affluence in terms of household income, even within that one specific zip code. You can break it down even that much further, and so i thought it was a pretty interesting programme and perhaps worthy of a mention. Each piece to mail out is seventeen point five cents that’s cheap, that’s cheap, yeah, and also they should, though i i’ll just press that, though, by saying that they should have a nen depth discussion first with their printer or their printers air very much tied in a lot of printers are tied in with this program, so they should either discuss with the printer or with the postal service to see what would be cheaper to go with they’re non-profit rate, they’re indicia, or is it cheaper to go with this program? But anyway, i thought it was pretty interesting because of the fact that you can really delve down by household income and really just get it to those households only yeah, and the other thing that the postal service promises is that you you you don’t have to know the addresses within the within the zip code that you’re targeting. You just specify the zip code and this other data that you’ve mentioned and they will they will guarantee that it gets delivered to all the addresses in that zip code that meet your meat, your criteria without you knowing what those addresses and names are exactly ugly and that’s a big stumbling block for a lot of non-profits is, they have a sense of where the pockets of wealth might be, but they don’t know, you know, short of driving up and down those stairs leading flows in those mailboxes, they don’t really know exactly how to do that. So this is very, you know, very geographically focused on dh it could be something to explore the printer that i was having a discussion with about this is based in new jersey there called chatham print and design, and i was asking them some specifics around this, and they were the ones that kind of enlightened me to the fact that in some cases, depending on how many zip codes they wanted to hit and so forth, it might be cheaper to use their non-profit indicia instead. So you know something to think about something teo delve into, and i’ll make sure i provide the postal service web site where people can get started on exploring further provided on your facebook page, good woman all post two takeaways later today, and the program again is called every door direct the postal service. So we want teo talk also today about research for events ah, pre and post your cultivation events that’s, right? So, you know, very often, non-profits will hold smaller cultivation events either in somebody’s home or in their facility on there really geared more toward major donors, right? Or your plan e-giving donors, for example, and so i thought it would be interesting to talk about what are some of this steps he could do from a research point of view before the event to prepare adequately. So you know who to target and what to talk about? And then after the event, what additional research do you think you should do after the event? Ok, so i guess pre event we’re starting with who were going to invite exactly so with the board, if i would think that you’d want to start it, they’re typically it is a boardmember or someone close to a boardmember who might be hosting an event at their home. And so you would try and ask your your boards to provide the names of maybe five to ten people that they think that they can invite to this event and of course, ideally thes people should have from financial means to contribute. Ah, larger gift to the organization. Um, and, you know, the board then might also need some i guess you would call it education around why we’re even hope holding this event. No, now you’re suggesting these be people who can make a larger gift because we’re envisioning a pretty small event, right? This is not a major event with hundreds of people where you’re you’re, you’re prepping us for something smaller and a little more intimate. Yeah, you know, depending on the size of the home, i would say somewhere around twenty, twenty five people might be a nice, comfortable number. That’s why? I said, you know, if you’ve got the board and, you know, coming up with the name of, say, five to ten people each by the time the invitations go out and you get the actual level of, you know, yes, responses to attending you might really end up with a good, solid twenty or twenty five people coming to the event and the advice on how many people you need to invite to get twenty or twenty five? Well, you know, you could have attrition rates anywhere from you, no one third to a half in terms of, you know, getting the invites out and then even right up to the day of the event, you could end up having cancellations because of things that just come up in people’s lives that’s why i always suggest kind of over invite on and, you know, we’ll make it work, okay? And then once we know who these people are, what are we still doing pre event tio to make it clear where board members and thie ceo and other sea level people should be who they should be spending their time talking to so there’s probably some sites that we’ve covered in the past, but i think the top websites, for example, that they might want to go to. Of course, you want to start with google, google that person’s name. We’ve talked about this before in terms of putting quotation marks around the person’s name so that you’re you’re getting that name or if there’s a middle name or initial, you might include that in their if the spouses coming along google’s spouse’s name is well on dh find out where they’re connected to other nonprofit organizations. Eso sometimes you might have some prominent people on the list, and you already know perhaps where they’re employed, but you don’t really know that much about where they’re spending their volunteer time and their donors so you can break google down even further by having them target just the sites that have a dot or gora dot edu in the search results. Okay, so that’ll that’ll give you something some good information there also another great sight that i think would be good to delve into is the federal election commission website. We talked about that one? Yeah, try and figure out where else they are. They’re donating. I was on a webinar a couple of weeks ago that actually talked about the high correlation between ah, political donation dollars, and then how that could translate to the non-profit sector? Um and that was ah, webinar that i had attended just a few weeks ago, and i thought that was very interesting because they actually played place quite a bit of emphasis on finding people who are contributing high levels of election dollars there, i thought, well, this is something that non-profits should perhaps take a look at when they’re thinking about who’s going to be attending their cultivation events. We’ve done a show on political fund-raising too, i’m pretty sure i think we devoted a show to it. I know it wasn’t part of a conversation, i think we devoted something to it. Political fund-raising how about your own your own database to you’d like to know if the person made a gift recently so that if you see them at the event, you can thank them very much for that gift that just came in recently or if there’s some other information in your in your c, r, m or fund-raising database you so you should be looking there, too, i think. Oh, absolutely so, you know, first off, hopefully you do have a good c r m keeping track of some of this great donordigital but yeah, knowing a little bit about how much they’ve given when their last gift. Wass um and then also knowing, you know, safe your your organization has various areas of programming let’s say you’re a why, for example and you might have programs for the very young and and and older populations you might want, teo figure out, did they even designate that their donation had gone toward, say, youth programming so that when you’re having that conversation and thanking them for their past support, you can allude to their past support specifically toward x y z program so that that would really, i think, go a long way, so that donor knows that, you know, you’ve taken the time to understand where my passions like, okay? And there are lots of sites that people can go to, and we’ve talked about scores of them through the through the shows we’ve done together, so once you’ve once you’ve done the research now, you need to share it so people know who, what this what this background applies to and who to be talking to about it exactly. That’s absolutely right. Okay, so you share it with the sea level people who are going to be there and a cz you suggested, hopefully they’re boardmember is there? Andi, you know what? You know, they have little conversation starters type especially if i think if it relates to the to the organization to the person’s relationship with the organization like a recent gift or something, or when where the giving has been the way you suggested, right, and keep in mind. Part of the reason why you also have the cultivation event is to get some new people in the door that haven’t made a donation to your organization before, right? So these are people that this could very well be their very first touchpoint with the organization. So you want to make sure that you are broadening your your talk during that cultivation event to enable people to understand what you know that a brief history of the organization in terms of you know who you’re serving now you’re some of your success stories and where the organization is looking to be poised to go in the future. We have to go away for a couple minutes, maria and i will keep talking about you’re a cultivation vents will move to post event, and i got lots of live listener love, stay with us. You’re listening to the talking alternative network. Dahna have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness. Dot, come, we look forward to serving you. Talking alternative radio twenty four hours a day. Hi, this is claire meyerhoff from the plan giving agency. If you have big dreams but a small budget, you have a home at tony martignetti non-profit radio. Oppcoll live listener love let’s start in the uk bury st edmunds welcome i love it’s it’s berry bur why st edmund’s is he is st edmund’s buried there? Or is that something aspirational? St edmunds is alive and you’d like to bury him. I’m very interested that’s a that’s a cool name bury st edmunds you uk welcome live listen love to you musashino japan! I kind of feel like i said that with an italian accent musashino! But so if i’ve mispronounced that i apologized, but you’re musashino. I’m not sure in any case you are ponyo korea has joined us on your haserot we had others from korea before beijing ni hao always listeners from beijing, and we have listeners in italy, mongiardino and murata, and i’m going to be in italy and not too far from either of those cities. I see they’re there in the north of italy, i’m going to be it at a resort in lago de guarda speaking at the festival del fund-raising i love that name festival del fund-raising the week of may twelve maybe you’re going to be there. It’s right on the lake it’s, a resort on the southern tip of lago de guarda live listeners love to everyone who is with us, us and maria simple you’re with us from new jersey, you’re still there, right? Yes, i am. But i wish i were going on that trip. It sounds fabulous, just fabulous. Yeah, i’m i’m leaving on the the twelfth of ah living on the eleventh of may mother’s day yeah it’s going teo and your festival del fund-raising bonem biaggio grayce that’s as far as i can go. So that’s not talking more italian, i’ll embarrass myself. Um, except for the except for the city in japan, i’m very good at pronouncing that in italian and, you know, i apologize to musashino. All right? We’re after are cultivation event now and, uh what what ideas have you got for us? Well, i think that right after the event happens, i’d say within twenty four to forty eight hours, ideally twenty four hours the team that put together the event staff board volunteers should really have a conference call that that should be scheduled as part of your overall event planning. Build that right in and understand that you know, the people who were involved and attended who are part of the organization should be on that costs you could really debrief, um, people attending the event will hopefully understand that they’ve gotta have their listening ears on at the event because post event, they’re going to be asked to put those same listening ears on and be asked follow-up individually with some of these people that have attended the event, these events, the key is really in that follow-up tony, as you well know, listening ears, but that’s interesting for, like, bunny ears. Yeah, you do want to listen to the person’s feedback about about the evening? Yeah. What did you think? What was there anything that you liked about our programming? Is there anything that concerns you mean, this is an opportunity for people to perhaps, you know, air cem concerns, you know, your previous guests just talking about the financials and so forth. Maybe if you’re talking to somebody who is really into financials and numbers, they might start asking some very specific questions on that follow-up call about how the organisation is run fiscally on dh if you don’t have the answers so at your fingertips that’s okay, it’s okay to say that, but just indicate that you will certainly get that information right out to them. It feels like when i put my listening years on, then i would be wearing my father’s old shirt as a paint smoke, and i’d be laying down for a nap. I dont know just something about think about listening years makes me sound, but but it’s not juvenile, it just that’s the way i’m thinking. Well, no, i mean, because there’s, there’s, there’s a difference between hearing what somebody says and truly listening to what somebody says, pardon me, i’m sorry, but i was busy. I was busy doing something else, never hearing, of course, that’s a stupid joke. Yeah, no, you’re absolutely, yes listening, listening skills. And this is a perfect time to be listening because you do want to know what resonated with the person you’re trying to cultivate them to bring it to the organization. You want to know what resonated and and what didn’t. Yeah, and in terms of prospect researcher donorsearch research, this is precisely the type of information that you’re going to get on that on that follow-up phone call with the attendees that you’re simply not going to find. For the most part, online, you’re going to be hearing information about how they feel about your organization. You’re not going to find that anywhere online is a prospect, a researcher, right? I mean, there’s not going to be some, you know, hopefully there’s not gonna be some block post about your organization and really, really feel about it. It’s usually they should have any negative feelings, god forbid. But, you know, you want to be able to bring that information, then back to your organization and say, you know, g, you know, i just had a great follow-up phone call with this attendee and, you know, he really liked what he heard about what we were going out i had going on with our youth program and is much, much more interested in having additional conversations with us around that that information must get into your donordigital base that becomes part of what you’ve done, your prospect research on, right? Yes. And and now we know we have this motivated donor, and by the way, you’re point is very well taken that the best some of the best prospect research may be the best comes directly from the person’s. Lips, we’re not going to find it anywhere else where? S so now we know we’ve got this cadre of people who we’re moved by the event and, you know, we know who wasn’t moved, so we know not to spend more time with them. That’s also valuable information, but for the ones you well, yeah, for the ones who were moved, where do we how do we take our research to the next level now? Well, you might then start looking through if you have access teo wealth screening services, make sure that you put their name through that service and you could even do that pre event if if you’d like on dh certainly sites like link in to determine, you know, a little bit more about their background in terms of their professional background, if they’re on lincoln. Um and, you know, a host of other websites that you and i have talked about in the past, but you’re really trying to determine you know what the best approach is going to be to this individual, what their level of wealth is and where else they’ve given before so any and all resources that you have access to in terms of doing that, reese search that are in the public domain, you’ll want to get access to that also. There’s. You know, we talked about tony, that research that you can’t really find online. You know, you might have somebody who’s very interested in the organization. But it could be a timing issue. This if you find out that they’ve got several children in college, for example, maybe a boardmember happens to know that it’s really important to know. In addition to all that the what about the person you need to figure out who in the organization? I should say, who in the organization is going to continue the cultivation, maybe it’s the person who invited them? But maybe that person isn’t comfortable and maybe someone else in the organisation is more appropriate, yeah, that’s, that’s absolutely right. I’ve had i’ve helped put together some cultivation events where people have said, you know, i’m very comfortable inviting these people, but i’m not going to be comfortable in the follow-up and the ask certainly not the ask they might be okay to stay involved in the cultivation bays. Some people just really don’t want to be the one to make the ask and if that’s the case, you certainly as the non-profit executive, you don’t want them to be the one to be make the ask because thie ask is likely either to get botched or not happen at all. Yeah, and plus, you just have ah volunteermatch boardmember or not who’s uncomfortable. You’re asking them to do something that they said they’re not comfortable doing that’s that’s a bad practice, right? Exactly. All right, so you find the right person, you developed a strategy, and hopefully then you ends in a solicitation that that’s that’s what it’s all about right that’s? Why we start the whole process with identifying and researching, and ultimately it really does need to end up with an ask somewhere along the line. Otherwise, all of that work to put together the cultivation event will have been for naught. I couldn’t agree more marie simple she’s the prospect finder you’ll find her at the prospect finder dot com, and on twitter, you’ll find her at maria simple. Thank you very much. As always, maria, you’re very welcome my pleasure to have you again next week. Author and professor doug white returns for the hour we’ll talk about his new book abusing donor intent the story of the epic lawsuit from two thousand one, when the family of a thirty five million dollar donorsearch dude, princeton university very grateful again for our sponsor generosity siri’s you’ll find them at generosity siri’s dot com our creative producer is claire meyerhoff. Sam liebowitz is our line producer shows social media is by julia campbell of jake campbell, social marketing and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Our music is by scott stein. You with me next week for non-profit radio. I hope you will be big non-profit ideas for the other ninety five percent. Go out and be great. They didn’t think the shooting getting ding, ding, ding ding. You’re listening to the talking alternative network waiting to get in. Nothing. You could oppcoll. 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Nonprofit Radio for March 28, 2014: Diversity In Your Office & Deep Pockets

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

My Guests:

Fields Jackson: Diversity In Your Office

Fields Jackson
Fields Jackson

Fields Jackson is editor of “Racing Toward Diversity Magazine.” We’ll talk about the business reasons for having a diverse workplace. 

 

 

 

 

Maria Semple: Deep Pockets

Maria Semple
Maria Semple

How do you find pockets of wealth in the communities you serve? Maria Semple reveals her secrets. She’s our prospect research contributor and The Prospect Finder.

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Top Trends. Sound Advice. Lively Conversation.

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

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

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

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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 have a terrific week last week at ntc, then the non-profit technology conference got lots of very, very good interviews that i’ll be playing doctor got nineteen interviews that’ll be playing over the show in the coming weeks and months the non-profit technology conference, outstanding speakers that we got for the show, i’m glad you’re with me i’d be forced to endure endo cardio fibroblast assis, if it came to my attention that you had missed today’s show diversity in your office fields. Jackson is editor of racing toward diversity magazine. We’ll talk about the business reasons for having a diverse workplace and deep pockets. How do you find pockets of wealth in the communities that you serve? Maria simple reveals her secrets. She’s, our prospect research contributor and the prospect finder on tony’s take to the cost of not doing planned e-giving that’s between the guests, i’m very pleased to welcome fields jackson to the show. He is founder and ceo of racing toward diversity magazine buy-in adjunct professor at chicago state university, teaching entrepreneurial sales and marketing. He was recently named by diversity best practices as one of the five diversity thought leaders you should be following on twitter on twitter. He’s at flea jack that’s f l e jack flee! Jack feels jackson welcome to the show, tony. Tony it’s. A pleasure for the sake of the well it’s introduction. I call an introduction on ad, but yeah, i mean, you have good things going on. I want to share them with with everybody. Thank you, tony. My pleasure, as always. And i should tell listeners too that the woman who brought us together lynette singleton is live tweeting the show right now on and she is at s c g four the number four non-profits, of course, that force in arabic, not a roman numeral. You don’t want to do a c g ivi non-profits that is not lynette singleton. You want to do a cg arabic numerals four non-profits and i’m very glad that she brought us together in fields. I’m one of her biggest fan. Oh, cool on she’s a big fan of the show and we love her as well. Thank you, lynette. Um, you have a little background in nascar. That’s. Kind of interesting fields. You have to have that’s, actually. How the magazine got started. What do you know? Actually, about about ten. About fifteen years ago, i was a part owner of a nascar team. And yes, that’s. The cars that go round and round. And they stopped for gas. And, uh, we were down in north carolina where i live. Uh, we were running for about three years. It was the bush grand national. Now, it’s, i think the nationwide series, but dr pepper was our sponsor. Uh, lost a ton of money, however, uh, it started my diversity journey as we were the first minority team tio breaking the nascar in over twenty five years. Yeah, nascar is not particularly diverse. No, it’s. Not so as you could imagine, would lead to very interesting cocktail conversations. Yeah, around around what i was doing and you know where i was doing it, but like any place, you know, nascar’s got some issues about diversity there. But again, one of things that tell people we always had a great time at the nascar tracks met some great people, like, you know, jeff gordon, the late dale earnhardt, so just met him wonderful people, but again, you know, with their diversity and the issues they had, uh, tell people even even in those environments, there’s always people doing great stuff. So even in a if that and i didn’t consider it a bad environment or tough environment, but even in tough environments, there are people that are doing the right thing. They’re people that are that are have a passion about making change, so we we tend to focus on the folks that are doing it the right way as opposed to throwing everybody under the bus. Yeah, you’re focusing on the positive and you’re you’re you’re pretty explicit that if diversity of cultural diversity is not an interest to you, then that’s ok, right? That’s fine, i mean it’s, not for everybody on dh there they’re folks that you know, diversity represents something that they’re totally against and then understand that. But for those folks that believed there’s, diversity is not is another way forward. Those are the folks that we’d like to have a conversation with. Ok, so that diversity doesn’t mean everybody’s got agree or love each other or hug or kiss, but diversity is you. Know, respecting ideas and thoughts and seeing things differently, and sometimes when you, when you approach it that way, tony, you actually not that you completely changed what you actually see another way to do things which actually create creativity and expansion, and a lot of we think positive things. And since you mentioned the conversation fields, i want teo let people who are listening live know that they can join the conversation and follow lynette singleton’s live tweeting of the show by following hashtag non-profit radio on twitter and we’re monitoring that hashtag here in the studio, and so if you have question for fields, jackson, um tweet it and we’ll get it to him. Um what? Why is there some discomfort around the diversity discussion? I think it’s it’s a fear of the unknown, you know, it’s? Uh uh it’s like my friends, my friends are my friends because they’re my friends that we all like each other, we get alone. I probably don’t learn a lot from my friends if that makes it. What do you mean they’re i think i know what you lot, you know, but they’re friends because we think a lot like like i got to go to the same movies or our families enjoy the same thing, so, you know, i’m usually, you know, people are friends because we share similar interests, it’s when you get into places where there is not the shared interest and background, are background or or culture or what we know, whatever that that variable is, yeah, there’s a natural fear that, um, you know, do i share the same foster or culture or or beliefs? So again, it’s natural, you know, i’m not going to talk as much, i’ll be, i’ll be shy, i won’t offer any opinions, but that’s where i think leadership comes in because, you know, if you’re building a business and once you get beyond and tony way, i see it once you get beyond yourself, you know, i’m a pretty good listener to me, just me, yeah, i’m i’m probably going to agree with everything, right? So the second i get beyond me that you enter the world of diversity, um, you know, so unless you know and the more people you get the mohr, you’re just going to expand the bubble. So having that expansion, how do you communicate how? To communicate which direction you’re going, how to communicate the idea of how to communicate, how you’re going to reach a new new profit centres, how you going to reach new ah non-profit how do you communicate that that’s where that cultural conversation comes in, where it doesn’t? And this is where i think people get hung up doesn’t have to be comfortable it’s if you’re trying to communicate an idea, and once people understand that you’re not doing it in a hostile manner, you’re genuinely asking questions because you don’t know. And now the explanation becomes okay, this is why i do this that’s why i say this is why i think this a cup of coffee is going to appeal to this group that’s where diversity comes in and that’s what we think the magic happens and the questions being asked in both directions are valuable mean, we actually should be we should be asking people seeking people were going to challenge our beliefs. Well, if it comes down to tonight and i call it the and i think the wizard of oz is like the greatest management movie ever. Yeah, um, you had a young woman who had, uh, you know, put together a management team on the run, right? So she basically, you know, is going to grab a couple of people that, you know, what do you got what’s in it for me and explains on the run, they find out that we got to go see this wizard, so they put together this quick management team there there got some task and objectives and obstacles they’ve got to get to, but they finally get to the wizard, and they ask a question and, like, anything, you know, it’s like, how dare you? So it’s, when people after questions that that’s the entry point that’s, the gateway and most people you know, it’s well, i explained it. How dare you ask that question and that’s where you know the line, start to come up in the you know? Well, you know that’s where the sort of like the barriers and the bridges get burned, but that’s, that’s the entry point you’re asking a question and it’s a lot of people don’t even have the courage of dafs that’s the thing most people, you know, everybody understand and most people won’t, but there is the one. You know, i could go with part two again, and you get your head ripped off. Well, i’m not gonna get out of the question. Um, i didn’t agree with what went on, so, you know, because i don’t agree. You know how how willingly am i goingto take on this task? Because i don’t understand, i don’t know what’s going on and that’s where i think things break them. We have we have a couple minutes before we take our first break. Tell us about the racing toward diversity magazine. Rachel rachel, university magazine is a quarterly publication. We focus on the business case for diversity to your point tell me if, uh, if you don’t believe in diversity, we don’t think you’re a bad person. We don’t think that you know that if you don’t believe in it, you don’t believe in it just like anything else. But if you do believe in diversity, um, and you’re looking for opinions of facts or different ways of looking at things, we want to have those stories that offer unique ways of people and how they handled different situations, and you deal with major, you cover major brands there, the issue you showed me was i saw an article with about coca cola, coca cola, att and t uh, hewlett packard del um sid xo, toyota, we’ve got some major brands uh, and we’ve got major brands that are doing a phenomenal global work around diversity, so we focus on them because not only are they doing work around their corporations, but as you can imagine, they’ve got, uh, internal issues with women’s affairs, they’ve got supplier diversity efforts, they have just a number of efforts that make up this corporation, and are they doing everything perfectly right? No, but they’re they’re pushing the envelope where they’re actually become an example of how ah, global corporation can navigate and ever changing world, and they see diversity as business case that helps them navigate that world. So we we use them as examples to kind of show others that may be struggling in certain areas. Well, you know, you don’t have to figure it out, but you know what? Here’s here’s a senior v p of finance that’s in toyota that, you know you may want to reach out to if you’re struggling with something, so we try to provide those. Examples of, of of best practices that people can now sort of model themselves. After all, right, we have to go out for a couple minutes, fields, jackson. Of course, i’m going to keep talking about diversity. We’re goingto learn from some of these companies. What is the business case we’ve been talking around it? What is that business case and, of course, live listener love, hang in there. You don’t think that shooting getting thinking, you’re listening to the talking alternative network, get in. Cubine do you need a business plan that can guide your company’s growth seven and seven will help bring the changes you need. Wear small business consultants, and we pay attention to the details. You may miss our culture and consultant services, a guaranteed to lead toe, right, groat. For your business, call us at nine one seven eight three, three, four, eight six. Zero foreign, no obligation free consultation. Check out our website of ww dot covenant seven 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 backs to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. You’re listening to the talking alternative network. Duitz welcome back to big non-profit ideas for the other ninety five percent. I love our live listeners, so i send them live listener love i send you, i should say no one’s talking third person here, second person, i’m sending each of you live listener love to bethpage, new york, bronx, new york cool. I’m going to dominic’s in the bronx in just another week or ten days or so with some friends. Norwalk, connecticut, brooklyn, new york, atlanta, georgia, beverly, massachusetts live listener love to you, let’s. Go let’s, go abroad, teo asia where we always have live, loyal, live listeners soul inchon on hope i said that right korea, manu haserot beijing and none jing china wishing you ni hao and there are others abroad we see you abroad, we’re going to get there, but not right this second live listen love, of course, podcast pleasantries that every listening in the time shift, whether you’re in your car on a treadmill, wherever you are listening, grateful, very grateful that you’re that you’re doing so feels jackson, what is this business case for diversity that we’ve been talking about? Uh, tony, we think it’s pretty simple. Uh, business case. For diversity, uh, i think started teo really expand when a small business owner named henry ford started a car company and he told his customers, but, uh, you can have any model t as long as it’s black it is custom, his competitors came up with different color, so i think they made mr ford sort of rethink his business strategy. So we look at anyone that’s in business on how many businesses do you go into, like a steak steak shop, steakhouse, and they’ve got one steak on the menu and just one steak, or you go into an ice cream shop and they’ve got they’ve got one one flavor of ice cream, so typically it’s the it’s, the variety of the flavors of the colors that attracts and keeps us as customers, and you’ve got those flavours because you’re looking to get a wider variety of customers that support your business. So the business case, i think, is all around us. Just when we start to talk about people that people tend, teo now see that whole conversation completely differently, and we we don’t know why. Uh, we believe that if you’ve got a product and you’ve got ah, wide variety of people that enjoy that that’s going to be a healthy a support network for your business, as opposed to there’s one you’ve got one customer that you’re relying on them, we think that’s a dangerous place to be for anyone, for non-profit for a corporation, you know, for for anything that that that that reliance on one. So just like the diversification of your portfolio that the financial people talk about, we believe the same holds true about that diverse business case and the nonprofit sector employee’s roughly ten percent of our nation’s nongovernment employee’s employee workforce. So that’s that’s a pretty large amount of people it’s between between ten and eleven million working in working in r one point two to one point four million non-profits depending on how you depending on how you count, um what? What is part of a let’s talk through what a diversity strategy looks like for a non-profit uh, most non-profits are in place to serve there’s a need that’s been identified by the non-profit uh, to serve a community organization so most non-profits that i’m aware of are basically set up as a community based organizations to help six a need that’s not met by a government or a public institution. So, um, if the need is on ly on one person, well, you know, maybe you’re providing a service to a billionaire and that’s it’s okay, but if the need is to a community, the goal would be to get to serve as many people in that community that, you know off or you’re aware of as possible. Uh, what happens with diversity? Your service may serve a community that just doesn’t know about it because of a language barrier or cultural barrier, but if they were aware of that, um, might become one of your greatest supporters and expand you into a area that you are a door that you didn’t even know existed, which it marked the bar thought if you’re serving maur, the community is more opportunity for fund-raising there’s more opportunity for grants? There’s more opportunity for these things now spread your message even further. So from a from a non-profit standpoint, um, you know, if you’ve got a service, you’re doing something. Would you deny that to someone that or a culture or community that desperately needed? What’d you just say well, no, we just serve one group. I think part of the charters are we’re going, we’re going to serve and we’re going to eradicate or we’re going to we’re going to help this disease or cure or whatever it is. So the fact that you can get tome or more people, we see that as a good thing for everyone. But how do you get at this? From the employment perspective, if you want your you’re employees base to reflect the diversity of the community that you’re serving, how do you get at it from from employment perspective? How do you how do you have a diversity? Employment strategy? We look at it is you know what? What color is a great idea. What colors? A great employee. You know what? You know, when somebody is a caring person, what color is that? Um, so if you got somebody that you know, genuinely cares, um, you know, it’s sort of tough toe quantify what? No. That’s, a male female, you know, they come in all shapes and sizes, of course. So part of that is that if i’ve got caring employees, um, you know, maybe they all look the same i’m not sure, but, you know, but probably they don’t, uh, they’ve got different ages is they got different sizes phone part of the diversity is, um there may be barriers that you’re not aware of that are preventing people to know about your service. One of the basics could be, um, your your community is next to a large hispanic community. Well, maybe or maybe just a language barrier that you know what, there’s a there’s a ten percent chance that the population that were sitting next to would be helped by this foundation. Um, if i got everybody in the company that speaks like me, well, you know, i am i am i providing an opportunity for those folks even understand what i’m saying, yeah, but it feels that’s that’s why i’m trying to get out is from the employment side, so i’ma non-profit and i’m trying to hyre a more diverse workforce so that it reflects the thie community that i’m serving. How do i? But the people who apply for my job’s on lee looked like me on only talk like me, and they’re all white and and and male, how do i change that? How do i change that applicant pool so that i could get more diversity in it? What you would have to change because everybody looked like you. You know what, what’s the again, you know, maybe maybe somebody goes out and learn spanish, i don’t. But if every day was like you what’s the chance that that pool’s gonna be even aware of what you’re doing so part of that is now doing that that uncomfortable questions, you know, we’ve looked at our numbers, and it appears that we’ve got no one from this segment of the population here, right? I’ve got uncomfortable. Why is that? Not everything gets defensive. Well, we we sent fliers. Okay, i know we did. But you know what? I’m just looking at the numbers. I’m just asking a question, folks, i’ve got nobody. So is there anyone that knows someone in from that community? Well, yeah. You know, one of the guys go see what your mind, you know, having him a lot of survey force. Would you mind? You know, you know what he would answer a couple questions about. You know what he even thinks you do. And part of that is now that uncomfortable question, you know, you know, mr jones, do you do you know what i do every time when your neighbor do you know what i do every day? No, i have no, um, you know, i do this and either he recoiled in horror or he goes, wow, my grandmother has that, um we’re struggling fuck somebody to help fix it. Well, i’m telling you, we’re having a problem because we can’t seem to communicate to your grandmother. Um, do you volunteer? So again, that’s part of that conversation and nothing happens overnight. Tony, you know that it’s not overnight, but it’s one of the conversation where now you know the outreaches. Now, mr jones shows up at one of your meetings and he says, well, you know what? I could translate that for you because i’m going to bring this to a church where i know fifty, people would desperately need that and that’s that’s part of that, you know, looking at your numbers, who were serving we how can we do better? And that’s an internal look that says, okay, are you comfortable with the hundred people in the room? Are you comfortable if you’re not, and you’re trying to expand our there another hundred that looked just like them, or are there one hundred others that now i would need the service? We just don’t know how to communicate and get back aboard. So to answer your question, it’s part of that that leadership that’s going a sort of force, this uncomfortable conversation around getting whatever you do so more and more people that could that could use it or need it and that one okay, let’s move from employment to thinking about the people who supply your vendors, your suppliers, should we be asking about their diversity policies and looking for diversity among them as well? Absolutely. And part of that is when you look at diverse suppliers, they’re actually looking at businesses that are that are providing a good service to there customers. Um, cos that look at it that way, a tremendous amount of industry knowledge come from your supplies. Um, your suppliers, if they’re supplying you, they might be supplying fifty other stores that looked like you. So in conversations with suppliers, if you’ve got that type of relationship, their goal is to supply you more not to supply you. Left some most, um, i don’t know you could, you know, sometimes, but if they want to do more and then on the way could we be doing better? That’s that uncomfortable conversation that you know, if you don’t think you know it all, you come in here every day and you drop off these towels. What could we be doing that? Well, i’m glad you asked, mr jackson. You know, the company called street. They do this. Really? On what? What result? Why don’t you take a ride with me to go over and then there’s a line wrapped around the building? Wow. Now, the question is, what are we doing that or can we do that? Or is there somebody there that’s providing? Ah, skillsets or, you know, there’s an employee that we may need there’s there’s something that’s now expanding that network. So suppliers also, you know, usually have tremendous ideas about what makes their business successful and in making their business successful. Part of why they you’re buying from them is that you need that good in service. So if through that channel, it could make you better, that becomes a tremendous, um, resource. Ah, and the more diverse your suppliers, the mohr ideas that you’re going to get so of all your suppliers look the same. Well, you’re probably not gonna get a lot of creative ideas, but if your suppliers are diverse, they can also provide you customers, because now you’re you’re increasing your increasing supply, your increasing somethings that they’re going to tell their customers. So people let us use that supply chain effectively find out that becomes a very good source of not only information, but it comes competitive talent, competitive information, potential employees, potential services and it becomes almost a part of the organization. If managed correctly and your value the divers input that you’re going to get, i saw you quoted somewhere you said talent goes where it’s appreciated, and i think that’s, i think that’s very yeah, but but i think what i want, i want to go too. I want to move off that because i want you to tell us a story. We have a couple minutes left. Still, it doesn’t matter it’s company or non-profit they struggled with diversity and with having diversity, whether it was among in their marketing and promotion or in their workforce. Or in their vendors they struggled. They overcame it on dh how they did on dh. Just a couple minutes. We have. I’ll tell you a story. Okay, about two years ago facebook, zuckerberg, mark zuckerberg and i don’t know when but i i call them suck. So okay, take his company public. Right. So, it’s facebook, uh, the the wonder kid, you know, come up with this thing in his dorm. Uh, you know, it’s going to change the world and how social media is and he’s going to go public zoho zuckerberg posted the the wall street and they look at his company to go fuck there’s this there’s no women. Now i think somebody remember, like, sixty five percent of users of facebook or women. Yeah, wellit’s probably at least fifty. I mean, but it would imagine i certainly imagine being higher than at least with you. Okay, maybe what looks at the camera goes, i can’t. I can’t find any. Well, um, you know, cheryl’s aunt sandberg is there. And his sister i see her running around the country, you know, it’s a lot to say so after he got beat up and he got beat up, one thing that was was refreshing was that zuckerberg didn’t dig in his heels like a lot of companies, and they still continue to say they can’t find women and i tell him, you know, i can hear you, you know, fifty percent of the planet’s women you can’t seem to find women zuckerberg, you know, he took his medicine, and about a week later, cheryl sandberg was on the board, um, and i think they’re actually bringing exactly brought another woman onboard, so unlike other companies that they would sort of resistance, you know, we can find women and, you know, you know, he took his lumps and it actually helped other aipo start up companies to now realise that this idea that you just started in your garage that’s going to go global, you need to have a global footprint, so you need to start if they think they’re going to ask dr berg about this, they’re probably going to ask me, and you know, if i’ve got it, women on my board, um, it was fifty percent of my my my users being women, uh, they could probably help me navigate somethings that probably wouldn’t cross. My radar just because i’m a man. So that became a global case for for diversity uh, one that’s relevant right now, and i’m proud to say, you know, i’m proud of dr burke. His stock is going up he’s uh, he’s a billionaire, you know, he’s still, you know, even though he’s got all this money, i still see him, you know, involved with certain issues that he cares about so that’s so that’s to me was probably painful moment for him, but through that pain because it doesn’t have to be easy. I think if he were advising a company now, i think one of the things that he would come out of a sucker firms suck is that you know what who’s on your board doesn’t mean it’s, right or wrong, but who’s on your board, have you thought about your board fields becomes that that business case we have to leave it there? The magazine is racing toward diversity feels jackson is founder and ceo, and you’ll find him on twitter at flea jack f l e i j a c k feels jackson. Thank you very, very much, tony. My pleasure. Thank you. Thank you. We’ll take a moment for tony’s take two. I want you to be aware of what’s on my block this week, which is that there are costs to not doing planned e-giving to not having a plan giving program, for instance, strong relationships when somebody includes you in their will or some other state plan, they are putting you alongside their husband, wife, children, grandchildren that is a very trusting and ah pretty strong bond between charity and donor to put you alongside there loved ones, and you’re not gonna have those bonds if you’re not promoting planned gif ts um also planned gift donors can be very good volunteers and give very, very emotional and strong testimonials about giving to the organization so that’s, something else you’re going to miss out on is having this kadre of potential volunteers who will speak to other potential donors about planned giving for your organization. There’s a couple things that you will be missing out if you don’t have a plan giving program and i have a few others listed on my block, which is that tony martignetti dot com the cost of not doing planned e-giving and that is tony’s take two for friday, twenty eighth of march thirteenth show of this year. Maria semple is with us. She is the prospect finder, trainer and speaker on prospect research. Her website is the prospect finder dot com and her book is panning for gold. Find your best donorsearch prospects now she’s our doi end of dirt cheap and free ideas. You can follow her on twitter at maria simple. Welcome back from vacation, maria. Thanks, tony. Great to be back here with you. I’m glad you are. Where were you on vacation? We, uh, took the kids who are both in college. We took them on spring break and went down to riviera. Maya in mexico. Is this a selling vacation? I know you’re an avid sailor. No, it was land based. But it was wonderful. We did get out on a little catamaran play that they had available at the resort. You know, to take out on your own. Just, you know, a smaller one. There was fun. There were times where your college kids thrilled about going on spring break with their mom and dad and sitting on the beach instead of being with their friends and drinking beers. Actually, they were they were just fine with it. And, yeah, we won’t address the other part of that. I’m sure if they’re below twenty one that i’m certainly don’t drink beers, right? Well, they they’re they’re of age. They put it that way. Okay. Okay. Um, well, i’m glad you’re back. Uh, we’re talking about finding pockets of of affluence in communities. This this comes up in your practice. It does. It comes up a lot in, especially when i’m doing seminars or workshops in front of live groups, you’ve inevitably always have somebody raised their hand and say, g, we we really like to know a little bit more about our communities in terms of affluence. What what are the more affluent, zip zip codes on dh then, you know, what is philanthropy looking like in general amongst high net worth individuals? So i thought it might be kind of interesting for us to take some time and talk about what some of the resources are that are available online to kind of examine, you know, both of those areas. Okay, before we go online, is there any chance of starting with your immediate internal resources like you’re bored? You could could you start there, perhaps? Oh, yeah, absolutely, you could definitely start with your board. What what i think is usually helpful, though, is if you very often, if if you goto your board and try and have a conversation at a board meeting or a development committee meeting and just kind of say, well, who do you know, give a the names of everyone you know, you know, sometimes it’s better to kind of have maybe sort of almost vetted list first to se gi these air, some people we’ve identified or these air some affluent zip codes we’ve identified in our region? Does anybody know any of these people, or does anybody know anybody in the in the zip code? Because then now you’re getting them to really focus buy-in on specific people are specific communities, and then, you know versus them just trying to figure out who they know in their entire world or roll adex, okay, so we’re going to go online to try to generate these resource is start t these resources to try to generate lists and give people names and ah, communities and things like that two jog their memories. Yeah, i think i think that works at a little bit better for a lot of boards because a lot of people are a little bit more perhaps reserved or they say, well, you know, who is it that you want me to to bring to the table here, give me a little bit more parameter around that. Okay, well, you’re are dyin of dirt, cheap and free. So where should we get started with this? So, you know, the census pulls together a lot of great data about communities, and that really is the basis for a lot of these statistics that you can get regarding not only where income levels are and wealth, but how what the makeup is of the population, right? So this could have implications not only for the fund-raising side of your non-profit, but also thinking about programs and services that you offer. And, you know, maybe you have certain services that are more geared toward females are more geared towards certain types of populations, maybe immigrants, so you would want to know how you know, what is our population, makeup and how well with this programme are service you’ve made have a sense. That this might be something that you want to offer at your non-profit, but not knowing the exact make of of the community. You you would probably be, you know, better off. Just kind of doing a little bit of research to see. Well, just what are the numbers of the people in that community that make up that population? Ok, how do we access the census data? So one source is directly from the census itself. It’s it’s called american fact finder. And the website is a fact finder to roman that’s, the numeral two three arab. We know that’s the arabic numerals, right. The arabic numerals, right. Fact finder, too. Census stock of so that is a pretty good place to start, because what you can actually dio is you can put in your specific zip code that you would like to do a little bit of research on. And you can get information, for example, like the average adjusted gross income for that community versus the entire state. What charitable contribution deductions are in that zip code. So that could because tito that’s very interesting. Yeah, it’ll. So i had gone in in prep preparation for this. Particular show today i went in and put my own zip code in and saw that the average charitable contributions were three thousand sixty two dollars, right? So if you’re trying to think about where tio really started mining specific communities, it could be an interesting way to see if that how about community compares two other nearby communities, and you can also look at income income statistics. There you can look at income, you can look at average adjusted gross income. You, khun look att estimated median household income. Andi khun, look att house values as well. So i thought that was kind of interesting because a lot of people will say, well, g, you know it it seems to be that the communities where there might be hyre hyre home values could potentially then translate to higher income bracket and potentially hyre giving as well, yes, interesting. So you can you can play with these different variables of income and assets and charitable deductions average terrible reductions in the right zip code, for example, in my zip code. One thing that i found to be kind of interesting when i looked at the estimated median house value in in two thousand eleven, as it was broken down by race, um the asian community came out highest at just over five hundred seventy five thousand. The next highest level was the white population at four, sixty nine and change. So it was interesting to see how, how even they can break it down by race, based on the information found and census data. Okay, and that’s all that fact finder to dot census dot gov, right and another site as well, which is it? City dash data dot com, where you can look at a lot of this broken down, but focusing first on the census site that i mentioned the fact finder site. You can download their data into excel spreadsheets. So i thought that was interesting, because then you can you know, if you if you needed to do any type of reporting at your in you can take those spreadsheets and share them with other people within your organization, be that, you know, staff, or or bored, you can also sort you can also sort by different variables, right? Absolutely. And then they also had poverty, statistics and statistics around veterans. So if you were looking to try and figure out where the poverty stats where, you know, maybe you’re trying to develop programming for lower income children in your community or something like that. You can try and take a look at where those stats are also some non-profits are addressing the needs of veterans, and so you could try and determine what the numbers of veterans in our communities and trying to come up with programming for that too specific population. Okay, that’s a very good one. I love that one. Um, yeah. All right. You mentioned city hyphen data. Dot com city data city data dot com there’s a hyphen in there? Absolutely. And i can put these on your facebook page, if you like after the show. Well, yeah, i’m going to do the takeaways and i’ll have a bunch of them. But you, khun, you can then add some or two, you’ll be able to add, add beyond what i what i put in the takeaways. Okay, okay. Terrific. So there again, you can search by zip code and again, you can look at the da’s adjusted gross income figures, charity contributions. Um, home values again. Broken down by race and so forth and you know you, khun a lot of the data, you’ll you’ll note. It’s laid out a little bit differently. So i think what i would say to your listeners is checked both of them out. See what type of information it is that you want to pull out of this. Andi, see if if if the data is going to be useful for you, it’s presented a little bit differently on the two websites. But i have a feeling that the actual core of where all the data is coming from it’s really all from the senses. Oh, interesting. Ok, same data differently presented. So use both. Lookit lookit. Both. Okay, absolutely. This is an example. You know, i love this example of ah, value that the government provides us through the through the census. Yeah. It’s all it’s all there, it’s free. And so why not take advantage of you know, all of this? All this work legwork somebody else has done for you. What else you got for us? So then i was beginning to think about, well, let’s, look, a philanthropy in general and the mindset, perhaps, of high net worth individuals and two interesting studies that air out there one is by bank of america, they do a high net worth study on the last one was done at the end of two thousand twelve. And another a source that i do want to give some time to talk about is the chronicle of philanthropy because they did something in two thousand twelve called hyre how america gives you remember that and the make of america’s study is quite lengthy, they do have an executive summaries well, and that girl is a bit longer. So but of course, if you if you just google the bank of america hi network study, you’ll get right to it as well. But what i thought was kind of interesting is that, you know, that they profile how the high net worth individuals are giving now. So where the state of giving wass and at that point in time when they did this study and also how they might be projected to give so i would really encourage the non-profits to take a look at that, especially if they’re looking to, you know, really increase their individual giving program amongst high net worth individuals just to kind of understand where the mind set is for these individuals, okay, so this is sort of after you’ve identified people that this isn’t really to identify pockets of affluence in your community, but how to deal with those affluent populations, right? Why they why they give what motivates their giving, what motivates their giving, right? So trying to trying to figure out where they’re giving, where, where might it be going? What is their mindset? So it’s one thing to be able to identify those pockets, but then how do you interact with them? How do you take that data and make it useful for you? Right? So one thing that i found interesting on on one of the pages of the report was that of that particular report was that the high net worth donors are increasing, they’re increasingly directing their gifts towards operating support. Ah, and this is something i get all the time. When i hear at my seminars, people will say, well, you know, the foundations and corporations they really want seem to really want to tie they’re giving to very specific program, nobody wants to fund operating support, but here in this report, they’re saying that they are open to the high net worth individuals are open to ah, e-giving you contributions toward operating support. So i think that this is a huge opportunity for non-profits to focus up, because obviously, these donors do understand about overhead. They understand that there has to be money for the lights and the heat, et cetera, and i think that you can easily direct some of your conversations to the that that sector all right, we have to wait to take a break for a couple minutes. Maria, when we come back, we’ll keep talking about these deep pockets, how to find them. We’ll talk about that chronicle of philanthropy survey, and i know that you have some others, so everybody stay with us. You’re listening to the talking alternative network. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. 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. Talking alternative radio twenty four hours a day. Lively clamber station top trends, sound advice, that’s. Tony martignetti, yeah, that’s. Tony martignetti non-profit radio. And i’m travis frazier from united way of new york city, and i’m michelle walls from the us fund for unicef. More live listener love going abroad, sweden, iran and carefully uk but it’s not spelled carefully like the word of course, i could be bringing mispronouncing it, but it looks like carefully to me. C e r p h i l l y welcome live listen, love also tampa, florida, atlanta, georgia, moorestown, new jersey and two unidentified in the u s so if i didn’t say your city, your state, you could be you could be masking, which which which i can’t say i blame you for, but we know you’re out there. We see you very vaguely somewhere in the fifty states. Maria simple. I want to thank you for including a picture of me on your the prospect finder, micro fiber cleaning cloth you like that. I don’t know how i feel about my face being smeared across people’s monitors and smartphones, but but i think there’s a little picture of you and me in the studio, on the arm, on your cleaning cloth. Thank you very much. You’re very welcome, very welcome. So i decided that sometimes that some of my speaking engagements i might be able to hand that out and be a nice little thing that people could keep and think about our faces for years to come and i noticed you if i if i stretch it vertically, it makes me look hydrocephalus oh, my goodness, i haven’t tried them, and if you stretch it horizontally, then looks like i’ve gained about one hundred twenty five pounds. Can i send out some listener love? Well, three times? Well, because of your show, i was asked to go and speak to women in philanthropy of western massachusetts back in february, and they’re huge fans of your show. And so i just wanted to give a shout out to them and say hi, thank you very much. We’re women and women in philanthropy western mass, and they’ve invited me to come, but they’re booked until, like, next mayor april or something like that. Twenty fifteen not talking about this year. They’re booked until spring of next year sometime. So tired. Organized group. Yeah. I have time to make my reservations. Um okay. Let’s. Go back to our deep pockets. Was there anything more you want to say about the bank of america study of high net worth philanthropy, or we finished with that? No, you know it’s very in depth, some really good projections i found on pages sixty three to sixty five of the study of how they’re giving now and how they’re projected to give so people are feeling a little overwhelmed with study, and they want to at least try and figure out where what this all means for me. And where should i go with it? I would say they should focus on pages sixty three to sixty five study that’s incredibly valuable because and so is the fact that you said earlier there’s an executive summary, because if i was listening and i heard sixty five pages in a survey, i think i’d move on to your next suggestion. But that’s, just me, but it is called the bank of america study of high net worth philanthropy, and as marie said, you can search for that and get it for free. What do we got over the chronicle of philanthropy? This how america gives thing so what they did back in two thousand twelve, they, uh, they decided to make an entire map of the united states you can put in your zip code and get a lot of data. On where philanthropy is for those specific zip code. So i thought that was kind of interesting because, as you know, the chronicle is one of those resource is that a lot of people really rely on. Um so when i gone in, i put my zip code in. I took a look at they give a breakdown by total contributions what the median contribution is. And then they also give you the median discretionary income. Um, andi give it as a percentage. They give you the percentage of income given, so i thought that was it was pretty good. They give a breakdown as well by demographic. So you just have an idea. You can look at a breakdown by age, race as well as education level of the population. Uh, just in case that was of interest to you. And they give a breakdown by income level of giving. So if you wanted to see, like they break it down between the people who make between fifty, the study basically starts at assuming on income level of at least fifty thousand. So fifty thousand to one hundred and one hundred, two hundred, two hundred and up. And then all income levels help me understand how you would use all these sites, and i know there’s another one, one or two, we’re going to get to, but some claim gives you ah, project a task i need. How would you use all these different sites? You go to all of them? Or do you you find some from some sites and then other info from other sites. How do you approach this? Well, it really depends on what specific piece of information they want. Most of the time they’re giving me the name of an individual. Teo actually profile for them. Other times they might come to me and say, well, you know, we’re interested in expanding and doing some proactive prospecting, you know, where are some of the more affluent neighborhoods that we should be looking to perhaps hold cultivation events? Um, sent mailers out, too, so they’re just trying to identify what are those pockets near them that they should be potentially targeting if they want to get into some proactive prospect and get some new names of people associated with their organization? Right? And if that’s your if that’s your charge the ladder to find those pockets? How would you how would you approach that? So i would probably go. Teo, both chronicle of philanthropy study, as well as the census data to try and identify where those hyre income levels are, and those those locations where people are giving more. So they be more of, i guess, a more likelihood of success if they’re both approaching people with higher incomes and also are accustomed to giving hyre levels of money. Who? Okay. Okay. Um and then, of course, you have to devise. You know, what is going to be our plan if we want to go to that entire zip code? What? You know what? What are we going to do? Are we going to divide the mailer to go to all the households? There’s an every door direct program, for example, that the post office runs where you can target specific zip codes? Um, every every door direct, no shoot. Right? We’re out of time. Let’s. Hold that every door. Direct, let’s, let’s. Talk about that next time and unfortunately have to leave it there. So there are some other resource is that you have, which we will include? You can add to the to the takeaway is that i do on the facebook page. Okay, sure, absolutely. Thank you very much. Maria simple, the prospect finder at the prospect finder dot com. And on twitter at marie. A simple thank you, maria. Thank you. Next week, vivid video ideas for producing and repurpose ing the video that you make each year and also aboard. That brings in the bucks deborah stanley from brought from blackbaud. I want you to lose the fear of talking about fund-raising with your board. Lynette singleton, thank you very much for doing the live tweeting today and for connecting me to fields. Jackson. Very grateful to that for that. Thank you very much for your support of the show. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer shows social media is by julia campbell of jake campbell. Social marketing on the remote producer of tony martignetti non-profit radio is john federico of the new rules are music. This music is by scott stein you with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great. Buy-in e-giving didn’t think dick tooting getting ding, ding, ding ding. 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We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to talking alt-right network at www. Dot talking alternative dot com, now broadcasting twenty four hours a day. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. 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. Talking all calm. Hyre

Nonprofit Radio for September 20, 2013: The Nonprofit Outcomes Toolbox & News Sources/New Source

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

My Guests:

Dr. Robert Penna: The Nonprofit Outcomes Toolbox

Robert Penna 2Dr. Robert Penna, author of “The Nonprofit Outcomes Toolbox” discusses the wave of reliance on outcomes measurement, and gives concrete steps and tools so that small and mid-size shops can stay ahead of the trend toward outcomes assessment. We also talk about Easy Bake ovens and my Eagle Scout project (as an example of what NOT to do). This is part 1 of our interview from a previous show. Part 2 is next week.

 

 

 

 

Maria Semple: News Sources/New Source

Maria 057 Low Res Color_crMaria Semple, our doyenne of dirt cheap and free ideas in prospect research, is also The Prospect Finder. She’s got advice for you on which news sources are best for your research, and a new free offering from The Foundation Center, “Foundation Directory Online.” Plus, her 60-Second Style Stop!

 

 

 

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent for friday, september twentieth i’m your aptly named host. Oh, you know that i hope you were with me last week. I’d be put through mitral regurgitation if i heard that you had missed cause marketing one oh one trish in naper, principal manager at alcoa foundation and mounir panjwani, business development manager at do something dot or ge shared tips for getting started in cause marketing and internal social networks. Scott koegler, our technology contributor and the editor of non-profit technology news, explained how internal social networks compliment the external networks like twitter and facebook this week. The non-profit outcomes toolbox dr robert penna, author of the non-profit outcomes toolbox, discusses the wave of reliance on outcomes measurement and gives concrete steps and tools so that small and midsize shops can stay ahead of this increasing trend toward outcomes assessment. This is part one of our interview from a previous show, and part two is going to be next week. Also, news sources new source maria simple are dyin of dirt, cheap and free ideas in prospect research and the prospect finder she’s got advice for you on which news sources are best for your research and a new free offering from the foundation center called foundation directory online, plus her sixty second style stop. We’re going tow! Try having one minute tips on style like travel, food and leisure from guests. I’ll be anxious to know what you think about these sixty second style stops between the guests on tony’s take two my block this week is planned e-giving saved our ass and also i want to tell you about bb con coming up, i’m going to be there will say a little about that got contests that’s in tony’s, take two my pleasure now to give you my interview with dr robert penna and the non-profit outcomes toolbox. My guest now is robert penna. He is the author of a complete i’m sorry, the non-profit outcomes toolbox, a complete guide to program effectiveness, performance measurement and results published by wiley and sons he’s, a consultant, and his work includes the application of corporate sector, outcome based tools and insights to the work of non-profits he’s done work for the n e casey foundation, the national geographic foundation and the ford. Foundation he’s, an adviser to charity navigator on outcomes. I’m very glad that his work and his book bring him to the studio. Robert. Welcome. Thank you very much for having pleasure to have you. Thank you for coming all the way down from albany. No problem. Live in the studio. In the studio. We hear an increasing amount of talk about outcomes, outcomes, measurement. Why is that? I would save it for basically two reasons. The ones historical. The fact is that traditionally and this goes back easily to the beginning of the last century. No one ever asked non-profits to be quite fair, no one ever asked non-profits to either show evidence of or to demonstrate that they were having an actual impact. That was sort of a field of dreams and concept. If we make it available, things must get better. And it was taken on faith that train people with good programs with enough money would bring about positive change. Nobody actually quite asked that all started to change in the late seventies and then into the eighties, and quite independently of one another in various spaces. This concept of a focus on results in outcomes. And evidence of the same started a crop up, and it began to coalesce and particularly as we are in an in an era of limited resource is it becomes more important than ever for non-profits to be able to say here’s actual evidence of what we’ve accomplished, as opposed to a story about how big the problem is or how hard we’re trying in his forward. Ken berger, president, ceo of charity navigator who’s been a guest on the show, says that measurement is a battle for the very soul of the nonprofit sector. Ah, it’s taking on that great a prominence? Yes, it is that actually that line comes from a from an article ken and i co co authored it really is because there are those apologised who honestly believe in its ah term used before a fair exchange of differing ideas who honestly believe that non-profits and their clients should not be held. Tio this kind of accountability that the concept of just making services available truly is the mission of the non-profit space and that as long as they’re doing that, they’re doing their job. The problem is that for all of the money we’ve spent thes problems haven’t gone away, and so the question is, shouldn’t we be putting our our resource is into those programs into those organizations that have proven that there having the most beneficial impact, as opposed to giving it to other places that are perhaps not being as effective? The problems are too big, and the resource is of too scarce not to do this anymore, but it truly is a battle within the sector because there are those who just don’t believe in it, and we’ll get to a little of what their arguments are, maybe obliquely only, but that some of the ideas are so nebulous that they can’t be measured that like a child feeling a more positive ah feeling about education or about going to school, sort of nebulous ideas like that, but actually, those, um, sort of feel good outcomes can be measured. Well, first off, i would argue that if an organization is focusing primarily or almost or solely on feel good outcomes, they’re rethinking what they’re doing. Number one but number two there are proxies. There are proxies in terms of attitude, in terms of behaviour, in terms of various other kinds. Of things that can be looked at and can be taken as fairly accurate measures of whether or not if what you want to changes in attitude, whether or not that attitude has changed so it can be done, and we’re gonna talk about some of the ways that non-profits get there and the way that we can measure these things, um, is the butt is the story is the non-profits story the compelling story is that is that dead? Well, it it shouldn’t be dead, but what it should be, what should happen is that should be put in its place. Okay? The idea of telling a story is not a bad one, in fact, that there’s a whole chapter in the book that talks about using narrative as opposed to just factoids, because people remember stories where they have a tendency to forget much more vivid right stories vivid. But the problem is, if the if the story first off focuses on how big the problem is and that’s all it, it focuses on, and there are a number of non-profits i won’t name any, but you could probably think of them. You get things in the mail. And they show you the picture of x, y or z and it’s always how big the problem is, when we’re telling that kind of story and that’s all we’re telling we are in a way, avoiding entirely the question of, well, what do you doing about it and what other results that you have that you have achieved so that’s one one reason why the story has to be put in his proper place? The second is, and i don’t know whether we’ll get into this today, but a lot of non-profits wind up telling the wrong story for the wrong reason and ofttimes to the wrong people so that something has to be carefully handled as well. Okay, we have just another minute before a break, what if not a named example? What do you mean? Telling the wrong story? A lot of non-profits will focus on an emotional story that will highlight, for example, a success story, and it will be about this client of that client, but inadvertently, what they’re doing is they’re focusing the attention on that client. What we don’t know is, is that story cherry picked? How representative actually, is it what they’re not talking about is thie the the work that the organization as a whole does it’s it’s, shall we say, it’s it’s, macro impact. They focus so specifically on the story of this particular client at that particular client, it becomes very easy for their overall message of what they’re doing to be lost, counterproductive in counterfeit. His book is the non-profit outcomes, toolbox, it’s, robert penna. You’ll find his blogged outcomes, toolbox, dot com, and he’ll be with me after this break, so stay with us talking alternative radio twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our coaching and consultant services a guaranteed to lead toe. Right, groat. For your business, call us at nine. One seven eight three, three, four, eight six zero foreign, no obligation free consultation. Check out our website of ww dot covenant seven dot com oppcoll are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect no more it’s time. Join me, larry shot a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry sharp your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s, ivory tower radio dot com everytime was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. 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 dahna welcome back to tony martignetti non-profit radio talking to robert penna about his book the non-profit outcomes toolbox right before the break, robert, we were talking about, um, for too much focus on problems. But the non-profit sectors exists to solve problems. So shouldn’t they be talking about what the problems are? Well, again, it has to be put into its proper place into its proper perspective. And this is not, you know, women, teo, bash the sector. Okay. I mean, we have to be honest and say this is a historical perspective and very early on this was how attention was brought. Tea to issues were literally going back to the late eighteen hundreds and early nineteen hundreds. Um, people, for example, he’d carry nation she’s well known for wanting tio bring about prohibition. Well, what she talked about was all of the ancillary downsides of alcoholism, all right, and the folk. But the focus was on drink. The focus was on people drinking too much. And the idea was they didn’t think, think it through to say, well, what’s really gonna happen. What other causes here. It was just focused on the drinks. So we had prohibition and guess what? All of those issues did not go away. The issues of broken families, the issues of domestic violence, the issues of unemployment, the issues of of poverty didn’t go away just because, well, we got rid of alcohol for those period that period of time. So part of the problem of the focus on just the problem is it tends to lead to simplistic answers because the concept is that progress is a lack of the problem when, in point of fact, really, the outcomes approach is that what you want to do is bring about some positive change that goes beyond merely an absence of the problem. So that’s one of the problems with focusing on just the problem, the second thing is that it kind of takes you off the hook if you think about it, for having to say, really what you have done to alleviate the problem or what success you’ve had in alleviating the problem. If every time i come back to you, pick an issue, homeless puppies, i come to you and i sent put something in the mail and tony, you know, look at all these starving puppies, and i say it was ten thousand starving puppies and you know it, justin in manhattan or something. That’s, a problem. And you emotionally are expected to resupply with a cheque will. Now, next year i come back and i say, well, now, there’s ten thousand homeless puppies. This still ten thousand homeless puppies will again. What it keeps focusing on is the problem. It does not focus on am i having an impact on alleviating situation. So that’s, a real son of short way of describing why that tends to be a ah sort of a circle, you know, like the snake eating its own tail. It really doesn’t get you where you need to pay. And you alluded to earlier the fact that we do still have deep seated, entrenched problems that we have been working on for generations like homelessness, entrenched poverty, etcetera. Exactly right be a hunger of broken family, you name it, these problems, or of worldwide. And so you might even get thes these appeals from any place on the globe. But it tends to in a lot of ways, i think the lead to a sense of defeat because, i mean, think about it if every single year you get the same appeal from the same organization showing the same picture of the same a person in need. The question starts to hate begs the question, well, what’s happening with my money, what we’ve been at it for so long, and we’re still seeing the same right? The one problem? One gentleman i speak speaking to someone’s ago, he runs a non-profit e program in ohio, and he said to me, well, do candy said, you know, we’ve been fighting this war on poverty for, you know, forty something years, and i’m not so sure we have anything to show for it. And part of the reason is that from the beginning, what we have to show for it was not the accent the accent was on making money available and making programs available. You’ve heard a thousand times there, the concept, the underserved community, right, which you could argue about whether they’re actually underserved enough but that’s a different story. But the question is what it seems to lead to. It leads to the implication that if you make services available, things will be better. Well, that’s not necessarily true. Just making them available, zach. Will will result in the outcome that you want exactly, and for years social investors you know, traditionally called funders, we’re investing in making services available rather than investing in change, and if you’re investing in change, then there ought to be sameer marks of the change. The whole concept of moving your your your your head away from the idea of being a thunder what’s being an investor is one of the first the first steps what’s a funder and interested in a funder, is interested in the dispersement of funds. In terms of the process, the paperwork who’s it going to what’s it being used for what’s, an investor interest is an investor and investor wants a return let’s talk about some more of the language differences that you point out not so much differences, but the important language around outcomes measurement that takes up roughly the first third of the book or so gent generally outputs versus outcomes outputs of what you do outcomes of what happens because of what you did okay example of an output and output is training class, and the outcome would be that somebody got a job by virtue of having been trained and more importantly, kept the job for a reasonable amount of time. When and this was this was rampant in the late sixties and seventies. Excuse me when thanks to largely to government, we got into being counting and compliance organisations were measured onto in terms of how many fannies their head in the seats, how many training training class they help? Well, that was great. But then it turned out in some cases people we trained for jobs that no longer existed or the training was insufficient, or there really was no placement attached to it. So we had organizations claiming success because they’ve had x number of fannies in the seats, or because they held so many training’s or the game, but someone certificates. But the end of the day was anybody hyre did anybody did anybody’s life improved? Well, don’t ask me that question when i focused on that were protest on how many training on the output not come from the outcomes spring from the outputs. Yes, yes, you need the outputs in order to get the outcomes and they have to be the right outputs. But again, if that is only just your focus is there’s a saying that a colleague of mine, a colleague of mine who wrote a book, if well, you fundez activity that’s usually all you get? Yes. Okay. All right. Impact, impact flows from outcome. What? Tell us about it and that’s down the road that’s down the road. In other words, for example, let us say that what you were talking about was bringing possible water. And this is something i was engaged in a t united nations potable water, fresh water supplies to certain kinds of villages. I was pronouncing potable. Is that okay? Potable vote on a laudable somebody made a tomato, somebody from and why you were calling correct one of us. I have to. But i was so it’s possible that anyone, when you’re with the united nations. So that’s a hyre i’m just tony martignetti non-profit radio it’s hyre hyre hyre stand. But you had a situation where okay you’re you’re bringing fresh water and now you could think of a host of reasons early on why you might want to do that. One of the more interesting ones to me was to alleviate the burden on the women and girls in the village usually whose job it is to do nothing while david hole water one of the reasons why their educational opportunities were so so stunted was because, well, gee, somebody’s got to get the water and that’s the woman and children’s job rather a woman and girls job. Well, let us say that you bring it in and let us say that some girl does get to go to school. Well, perhaps if twenty years later, when she’s an adult, she actually has a business and gets out of the out of the village, that might be an impact. But the problem with the focusing on impacts these long term impacts is very often the causal chain is extremely weak. The causal chain is broken and it’s kind of hard. Teo teo to take credit for some things. I mean, we’ve all heard the stories of the head start program that’s taking credit because thirty five years later, one of their graduates became the head of some, you know, ceo of some company. Well, you know, thanks, snusz because back in nineteen forty seven, he was with us in today’s end of a corporation. I don’t know about that, but i honestly would say impacts agreed to have these are the kinds of things you see in mission statements and vision statements, the long term impacts, what organizations need to do is figure out how to translate those things into measurable, achievable, significant, meaningful outcomes. Okay? And shortly, we’re gonna talk about the outcome statement and contrast it with the mission statement and talk about what the elements are and how to get to ah, no a ah, a proper and and viable outcome statement. So yeah, and and just around impacts you say in the book impacts or what we hoped for, outcomes are what we work for. We’ve talked about that means your outcomes or what you’re working toward the impact of the the longer term we we we talked about funder donorsearch versus investor, anything else you want to say about the about? Maybe non-profits looking at themselves as invest, ese. Well, that’s, that’s a very good point. I mean, when someone gives you a gift christmas gift. Okay, now we’ve all had the relative who gives us something. And then every once a while checks oh, yeah? Are you using it? You? Have you been? Did you like the sweater? Most people that give you a gift, they hope you like it, but they really don’t have any kind of control. Now. My grandmother used to give me cash. She would slip me cash in by hand like a handshake, and she would always say, spend it like you earned it. My grandmother never did that. You didn’t know i’m sorry. You know, my grandmother borrowed but no that’s, um, we’re not related event starting now, but the idea is when someone gives you a gift really the in most cases, the strings got, you know, the the very there, the influence they have over the use of that gift, et cetera. Well, the problem is, when you think of yourself, if you’re a non-profit as a grantee of donor of a donation or giving, okay, the implication that the onus is on you to deliver something back to that to that donor to that investor is i like to use use the term is much less clear than if you see them as investors and you see yourself as an invested because right from the start from the basic language, what we’re making clear is that you owe them a return investments give returns exactly. And so the mindset shifts that i mentioned before the first one is moving from the concept of thunder to investor. The second is moving from the concept that what we’re investing in is the provision of services opposed to we’re investing in change. And then what are those changes and how do you define them? And the third thing is that we are going to be satisfied with an account of activity as opposed to actual evidence of results, performance and effectiveness thes air three crucial mindset shifts that the space has to eventually and will adopt, and the sooner non-profits get on this, the better off they’ll be. You quote stephen covey saying, it is incredibly easy to be very busy without being very effective. Well, we’ve always have seen those people who can, you know, go to the office in the busy all day, and at the end of the day, what have they actually accomplished? And the answer is, you know, not a heck of a lot and that’s, you know, that’s, the wife, i’m with robert pennant he’s, the author of the non-profit outcomes toolbox. Let’s, talk a little about the outcome statement versus the how does it contrast with the mission statement? The well, mission statements of very often pie in the sky and aspirational mean they ought to be yes, and an inspirational okay, okay, but the idea is that the idea that we’re going to solve a problem in our time, we’re gonna end poverty. We’re gonna end homeless. Is thies air the kinds of things that you very often see working their way into? Ah, emission statement or vision statement. The problem is that how do you then actually turn around and effectuated if you basically go to an investor and they said, what do you know what we’re going to? We’re going to end and homelessness well, you’re probably not. So when you don’t, what do you could do? You come back and say i failed an outcome statement is based upon a couple of key characteristics that good outcomes have among those are all right. It’s, meaningful it’s not a cosmetic change. It’s sustainable that’s. A very, very important one, right? It’s achievable. All right, there’s. An old statement. Everyone talks about the weather. No one does anything about it. Why? Because global warming aside, it’s. Tough to do anything about the weather. All right, but if you ah, couch your your goals in not slam dunks you want, they want them to be doable with a stretch. You clearly want to push yourself. All right. But the idea is that you want it to be something that can be achieved in your lifetime on dh something that can be measurable. The sustainable part is particularly crucial. I think of my involvement. I’m a lifelong scout on fifty. Eight years old and your first join the boy scouts when i was ten kayman eagle scout well, i never made it that i was in the order. The arrow you want? Ditigal oh, no, no, no it’s different. But i have a son who was in the order of the arrow and he’s an eagle scout like vicarious thrills. But we i remember ah, project where are we going to clean up a lot. And tha this lot had been used as a dumping ground. The scouts came in and we weed whackers and rakes and tree pruners. And we’re trying to look like a park who had done right and we congratulate ourselves. Up, up, up we all went home in that night’s peace. Somebody dumped a refrigerator. It wasn’t a sustainable achievement because we didn’t have the facility for either blocking it office, stopping people from dumping again. So the concept has to be again in terms of a good outcome, one of the characteristics and aki one is this concept of sustainability, but again, to go back to your question about the difference between a mission statement of vision statement and an outcome statement a lot. Of organizations all right have a tough time differentiating in the book i refer to ah, vision approach. You may recall the book in the book, i had a picture of some futuristic city, teo illustrate that my belief is that mission statement envision statements are both great things that good ideas, they’re visionary, they belong up on the wall, but they don’t belong in terms of you every day action plan, they’re different from an action plan it’s the difference be between having the long term goal of i wanted to be fit. I want to be trimmed and having an actual diet that you’re that you’re following. All right? Um, you know, there are numerous examples we could weigh could point to okay, i’m realizing now, since we’re talking about since i’m talking about being an eagle scout, i’m really you know, i didn’t measure the the outcomes of my eagle scout project, which was teo. Make sure that address is street addresses were visible to emergency services in my little town of altum panned new jersey, which had maybe three thousand homes or so, so we looked at every home and where there wasn’t a visible address. From the street that a policeman or fireman or the ambulance could find could see it easily. We left a note in the in the mailbox, and the note was signed by the police chief, the fire chief and the head of the angelus score. But that’s just that’s just activity. I don’t know what the outcome’s were. I don’t know if more lives were saved police response times, we’re reduced fire response times are reduced. That would have been right that would come into the out moment. And what? And if you had done the eagle project as an outcome, you know, an outcome based thing that was specifically the kinds of things that you would have wanted to look at. Now that was response time reduced, you know, i don’t know anything is dramatic, is we’re lives saved, but certainly were response times reduced. You could even you could even have done it as looking at things like ups, you know? Did ups have fewer lost deliveries because they were brought to the wrong home? All right, i have thiss factual case up in albany way way. Have to hold on your case. Feeling bad about my eagle project from thirty five years ago. This is tony martignetti tony martignetti non-profit radio we have to take a break after the break. We’ll be tony’s take two for two minutes and then i’ll return with robert penna. Stay with us now. We were going into a break. I’ll have the second half of that interview next week. You could tell you know he didn’t hey didn’t like that. I said i was an eagle scout and then he said he wasn’t an eagle scout. So that’s why, i think that’s ah that’s reflecting now, that’s. Why the bashing of my eagle scout project? That was a good project that i’m i got i got raves from the first aid core and the fire department in town. I remember that was a good project. All right, yes, we go away. I’ll have some live listening love. We got lots of live listeners tony’s take two and then maria simple she’s in the studio news sources. New source. Stay with me for all that they didn’t think the tubing getting ding, ding, ding ding you’re listening to the talking alternative network get in! Dahna 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. We look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. Yeah, you’re listening to the talking alternative network. Duitz durney i’m dana ostomel, ceo of deposit, a gift. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. I’ve got live listener love nashville, tennessee i don’t know if you’ve been with us before nashville. Welcome new york, new york and new york, new york couple people from right here in the city and los angeles, california. Welcome live listener love to all of you. We also have someone masked in the us there’s someone else at least one of the person in the u s maybe it’s, the national security agency. I don’t know, i can’t tell, but you’re out there live listener love to all of you moving out to asia. Always lots of loyal listeners in asia, none ing china and guangzhou china ni hao and also happy mid autumn festival hope. Hope you did you save me some moon cake? I would love for you to send me some moon cake, if you will if we’ll make the trip over malaysia, we can’t tell what city maybe it’s kuala lumpur maybe not. But malaysia live listeners love to you. Welcome. And seoul, korea anya haserot will have mohr. Lots of live listener love time for tony’s. Take two. Last week i had a client tell me planned e-giving saved our ass. It’s. Exactly what? They said, and save them from what in four of the past six years planned giving saved them from shortfalls in unrestricted giving unrestricted cash planned giving got them to goal in those four years, including, of course, the recession and that’s, because the vast majority of plan gif ts and you would expect at least seventy five percent sometimes as high as ninety percent of all your planned gift doesn’t matter what kind of mission you have to be bequests and most bequests are unrestricted gif ts so that as you build your program, you gettinto lots of wills, and i’m just talking about will bequests in will’s not any of the other other many types of plant gifts just talking about wills as you get into more and more of those. The fact is that people pass away irrespective of the state of the economy, whether we’re in a recession, whether stock market is high or low, people pass away, and those requests that are in those people’s estates represent a lot of unrestricted cash for you. Not that you khun budget for it that’s unwise. But as your plan giving program grows, there will be revenue from bequests each year. And i say a lot more about that. On my blogged at tony martignetti dot com. Also going to be at bebe con on september thirtieth, this’s the blackbaud conference it’s at the gaylord convention center in maryland. And we’re running some some contests while i’m there. I’m going to be there interviewing for this show, doing about fifteen or so interviews. And i’ll be on stage on the exhibit floor, but they set up stage for for metoo podcast from and the contests are that i’m giving away two hours of consulting teo either people who were at the show or who are on twitter that day so you can tweet live that day, september thirtieth, and you have a chance to win or if you’re at bebe con, you can you can enter to win and there’s more about all of that on my block. Also a tony martignetti dot com there’s, a post devoted to be become twenty thirteen that’s coming up on the thirtieth of september and that is tony’s take two for friday, twentieth of september thirty seventh show of the year maria simple she’s in the studio today she’s the prospect find her you know, her he’s, a trainer and speaker on prospect research fact she spoke today we’re going to talk a little about that. Her website is the prospect finder dot com her book is panning for gold. Find your best donor prospects now she’s our doi end of dirt, cheap and free you could follow maria on twitter at maria simple welcome to the studio. Maria. Hey, tony. Good to see you in person. I know it’s. A pleasure, it’s a it’s. A bigger pleasure than usual to have you here. Have you hear? Face-to-face you did a little speaking gig today. What was that in the city? Ah, yes. So wilmington trust hosted some of their non-profit clients and colleagues and had an opportunity teo, to do a topic on prospecting on a shoestring budget. So it was a lot of fun as our die. And you’re the perfect person for that. What was what were what was a question? That you got any common questions or ah one that you hear a lot that you want to share? Probably one of the common questions was just sort of related to, you know, what are the resource is that i typically would go to and is it worth paying for? The resource is, you know, people always want to know is always good to just use the free resource is or sometimes should we be paying for them? So and i had a chance to to talk about the new foundation center’s project that we have, which we’re talking about today, so that was good that we were able, teo dovetail that in you and i have talked a lot about free resource is, of course, as i said, you know, a couple times you are doing end of dirt cheap and free. Um, do you think you’re do you think you’re really hindering your program if you’re only relying on free resource is well, what i think you’re doing is you’re probably spending a lot more time staff time on trying to hit a number of different research resource is, whereas ah lot of the fee based resource is will compile a bunch of things under one and so on what you’re what you’re not spending on resource is you probably are expending on staff time unless you have a volunteer doing your research. Ok, ok, go let’s, talk about our some of new sources that with news sources that we talked about and then well, later on, we’ll get to the new source. The foundation center thing. Yeah. You have advice about newspapers? Yeah. So of course, one of the things that you want to be able to do is sort of keep on top of what’s going on in your local economy what the local business owners air doing, for example, who the movers and shakers are. And then certainly, as you’re doing reactive research, that means you have a name of somebody you’re looking to research. One of the sources that you definitely want to check out is news sources. So i generally will try and check out newsreel ated to where they live a cz their primary residents. But if they’re snowbirds, so for example, if you have somebody from the northeast and they spend their winters in palm beach, eso you would want to be able to check out well, what are they doing? Philanthropic lee there. Okay, cool. So you know where they’re where they’re located in you? Then you look for local news sources. You just searched the newspapers in the vicinity. Is that well? That that’s. Definitely one way of doing it. I love using, as you know, libraries. And, you know, i’m a huge proponent of our library systems. And so, in fact, if you did have that snowbird down in palm beach, i you can go to the palm beach county library. And they have magazines and newspapers that you, khun research online for free. So they will include the local re newspapers for palm beach area. And even if you’re not a cardholder, they will give you a temporary pass. A research passed to be able to research their sources. So it’s fantastic. You can get that online. Yeah. Get the free research past online and be anywhere in the country. I believe so. Yes. So you just there’s. Ah, button. You click and you just request it. And so it would give you access to those newspapers if that’s indeed where your prospect was living for temporarily do you have ah, earl for since ah, approaching winter and palm beach is a popular snowbird place. Yeah, well, it’s, palm beach county, p, b, c library dot or ge is thie site. You want to go to bbc library dot or ge? Okay, you could put that on facebook page for sure. Okay. Um, okay, interesting. So, what is the advantage to going to the library? Is it because they they’re aggregating versus trying to find the sources on your own? So going through a library resource is going to mean you’re not going to pay for the full article. So very often, if you go directly to a news source, what they’ll allow you to do in a lot of cases is to do the search to come up with a set of list of search results, but then you won’t be able to see the full article without paying for it. Whereas if you go through the portal of a library, you typically will be standing are doi in-kind now it zoya i said, like, five times already today, we’re not even family it’s, very smiths. Incredible. Well, you know, your shoe string budget, right? So you’ve got to be able teo to figure out a way to access news sources and not paying arm and a leg for them. Go through the library so you don’t pay for your feet. Content? Excellent. I’m definitely include that we i post takeaways now on facebook page on dh. That will definitely be one of the one. The bullets. Excellent one. Is there something else you want to add about this? No. Okay. Okay. Um, now, are there fee based places that you can find local news sources? Yeah. I mean, there are and i would say for for the most part, though, non-profits that are doing research on more localized basis unless you’re really looking to get into international research, right? Sew something like it used to be called dow jones interactive. I can’t remember what they switched teo, but that news source, for example, will be able to scan newspapers worldwide. And in case you do have, i could see you in more of a college or university setting where they may have alum living all over the world, and they have to be able to see what’s going on in those sources. But i think for the for the average, your audience, the other ninety five percent who might be more local you khun definitely do that. Of course, you’re your listeners who are overseas would want to take advantage of some of that, so you can definitely google news resource is fee based news resource is, and you’ll come up with some alternatives to looking on a paid basis. Okay, now we have just about a minute before we go away for a couple minutes. This presumes that you confined addresses on people or at least if not an address a locale. Teo, how do you how do you find those locales? What do you get that well in? In a lot of cases, when i’m doing my research, for example, i will be told that somebody might have a second home somewhere else. So during the course of my research, i know to be looking for that piece of information. S oh, if i know they have a secondary piece of property in another state, i’m always trying to find out what the news sources are and checking out what they might be doing. Philanthropic lee. Sometimes they’re participating in golf tournaments, galas and so forth, so it’s, kind of good to know what they’re supporting when they are doing their their snow birding, right, okay, because you can help find the vicinity. All right, we’re gonna have a lot more on this on dove course. Also, maria’s, sixty second style. Stop at the very end, so hang with us. You’re listening to the talking alternative network. Buy-in are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping countries. People be better business people. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. Time. Montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Dahna with the prospect finder maria simple, and we’re talking about news sources, and then we’re going to get to a new source shortly. Maria, this part of the value of this is if you find that someone works in a place that’s different than where they’re living, right, so then you’d want to be doing this local local news search in both places. Yeah, i think that would be very valuable, you know, especially when you’re talking about metropolitan areas where you’ve got people commuting on hour or more to get to work. S o they might be doing some philanthropic efforts in the locale where they work as opposed to where they live because they well, the commute is so long, so yeah, absolutely. The’s online research access cards that you can you can sometimes get. Do they have ah, limit to how long is that for a day pass? Or how does that work? Well, ahh, yeah. I mean, they all have different rules around them, so you would definitely check out with the individual library. But for the new sources that i typically will be searching and and that search is actually a lot of newspapers across the country i go through my local county library, i have my county library card. It has a bar code on the back of the card, and that barcode is what allows me the access to being able to search things like a pro quest, which is a new stand that’s available online and another one news bank, which is available online. So again there it’s it’s, searching across multiple newspapers across the country, but that’s that’s mostly in a situation where i i i’m not entirely sure where people might be residing elsewhere, but if i know where they are, then i will definitely go straight to that newspaper of the town where they’re spending other time. And you and i have talked about this before the value of having a local library card like you’re talking about. You use your local library? Absolutely. It gives you access. Yeah. You’re saying so? Yeah. Lots of sites that yeah, and you don’t even need to be, you know, on site at the library to do the research. You anywhere. You have an internet connection, you can be doing the research. So that may be money. Well spent just on a local library card. Knowing that you could get ah, access. Yeah, well, if it’s your local library card, you won’t have to spend any money at all. Yeah, yeah, yeah, so long stuff had one. But if you if you find that your your local or county library does not have a good card, another source to think about is your alma mater. Because sometimes your universities and colleges will allow you access. Teo to resource is online. And another alternative is you can buy a library card. Ah, if you if you live outside that county or region, some libraries will allow that to happen. So in the fees range hundred to two hundred dollars. Okay. And if and if it’s a place that’s. Ah, popular spot for your your prospects. That may be money well spent. Absolutely. Local library. Yeah. Excellent tip about, um, it’s. Amazing about your alma mater. Another way, another backdoor way. Teo, get library access. Yeah, right. Cool. All right, let’s, move to the foundation center. They have something called fbo. They’re calling fto free foundation directory online on dh. You checked it out for us? Yeah, i did. So, of course. Staying with our sort of library theme, right? So foundation center, very specific library on doing donorsearch research on dh, whether you’re doing the search at the foundation centers library in manhattan or and any of their cooperating collections, you may be aware that they have fto foundation directory online, which is a fee based resource that they make available for free through the library’s. However, what they have now done is they have basically taken a portion of that data base and made it available, or certain search functionalities across the board available for free through a link on their website. So you don’t even have to be in one of the co operating collections. Okay, excellent. And what does it? What does it offer this this limited free service, right? So i did. I definitely found, you know, some some pros and cons. So what do you want? First, the pros of the calls start with the positive. Okay? Absolutely. Okay, pro it’s free, right? So i have to promote that for sure. Andi, i think i find that it was good for both reactive and proactive research. And we’ve talked about that before. Reactive. You’ve got the name of a prospect? Proactive, you’re just in there trying to find some new prospects. I loved the fact that you had access to researching the entire nine nineties. The text of irs nine nine text searchable its search text of the nineties is searchable, right? Do you know if guidestar they’re popular nine ninety site, do they do they have that feature? I think they might have that feature as well, but this is the first time that i’m seeing foundation center making that available for free. That’s, right? Well, oh, yeah, i don’t know if guides to write, i may be confusing. I don’t know if guide star has nine nineties of foundations yeah, they d’oh, d’oh, d’oh, andi. Also, what you can do is you’re getting a glimpse of the fto product, right? So you’re getting a glimpse says to because you’ll get a certain amount of data that you can get for free and then as soon as you go to try and do a little bit more, it’ll say, well, you need to be a subscriber, so at least it gets you in the mode of understanding how to use the tool and do the research and then and then, you know, you could decide either subscribe on a monthly basis and at what? They have various levels of subscription, or go to the local cooperating collection and used their source there. And then you can use it for free. Absolutely. Latto one of cooperating court. Cooperating collections. Yeah. So those were the real pros that i found let’s. Give the what’s the girl for this. Ok, so the girl for this is fbo dot foundation, center, dot or ge? Okay, i do love thee, even even if it’s even if it’s available elsewhere. I just i love that keyword search of nine nineties. Yeah, it’s. Really, really cool, eh? So what i did was i did a little test of the keyword search. First of all, just like you would be doing a keyword search on google if you had a phrase you want to make sure that you’re putting quotation marks around anything that’s a phrase, right? So i was testing it for the phrase foster care i was trying to see. Well, who are the funders that might come up funding foster care and you can also narrow it down by st. Right? So i did a search for who was funding foster care in new york and came up with a bunch of foundation hits, so then i thought, well, let me see if this really worked. So i went into a few of the nine nineties, and i searched for the word foster inside of thie nine ninety and lo and behold, there it wass and it appeared as one of the grants that they had made was for funding foster care. Excellent. Excellent. Now, if you don’t use those quotes, you might end up with it’s on foster brooks. So the comedian who used to play a drunk, actually what i what what had happened was i did the search without putting the quotes first, and i got a ton of hits and i couldn’t believe it and i thought, something’s wrong here what had happened was they picked up on embedded in the nine nineties companies that were foundations that were invested in foster wheeler as a company. Ok, so i thought, okay, so i’ve got to refine it further and once i re ran the search with foster care in quotes, then i got better hits. Excellent love this love the keyword search. Okay, yeah, that was great anymore. You want to say positive before we get to the what you saw some problems with? Um, no. Go ahead. Okay, good. What do you have on the downside? So, on the downside, you know, some fields are definitely fi base to research. And i think the biggest downside of all was that you could not export the results so you could not come up with that list of foundation hits and and download them to a spreadsheet to have something that might be very share a bowl with other staff for board members before you decided to do this research and behind the food that’s behind the export. So you have to take notes? Yeah. Yeah. You have to take notes, or yeah, you could construct the spreadsheet yourself. I’m sure, but okay. I just kind of found that that might be a con, but as i said, you know, you can definitely go on a monthly subscription or use it at the cooperating collection. Okay. That the only downsides? Yeah. I found more pros and cons. Actual. Excellent. All right, cool. I was like, i love the foundation. Center for people here in new york. It’s it’s right on the lower fifth of it, i think it’s at sixteenth street and at all the cooperating collections. Not only is it free to use, but they you are very generous with showing you teaching you how to use it. The librarians are there and they will spend as much time as it takes. And it really doesn’t take much because it’s a pretty simple system i ous i recall teo teo use but the librarians are very generous with their help. Yeah, absolutely, absolutely. Okay, cool. Let’s. See we we’re going. We’re going toe, i guess. Wrap up. I asked er i asked you for a sixty second style stop. What do you s o? We’re opening this too. You know things like travel, leisure, food, what’s your just sixty seconds what’s your what’s, your what’s, your style stuff. So i decided to pick the topic of travel for and there’s a fabulous website and mobile app called hop stop dot com and i had to use it today. As a matter of fact, i need to figure out how to get from my location in midtown to your studio here and it told me exactly which subways i had to take to get here. Is it only for public transportation hub? Stop no, you can. You can select to be told how to walk to a location, how taxi and approximately what the taxi might cost. So you you’ve got a lot of different options that you can play around with and yeah, it’s pretty cool. I see people using hop stop dot com. My objection is that when they’re new york, if you live in new york, if you live in new york, i don’t think you should be using hop. Stop. I think that’s cheating. I think you’re supposed to use the other tools that are more difficult. It’s just it’s a part of living in new york. You’re supposed to do it the hard way, not the hop stop where you’re supposed to get the apse that the empty a the metropolitan transit authority has, you know, they use a map that from the subway token from the token booth, if you have to go paper, i just object to residents using hop stop. But if you’re visiting someplace hop stop is really cool. Perfect. We got some last minute live listener look that maura liberation last minute live listener love japan! I never want to leave you out tokyo, sugisaki, yokohama sutjipto or sugito? I’m not sure konichiwa to our japanese live listeners where’s, north carolina today in the u s didn’t north carolina and check in miree simple, thank you very much for coming to the studio. Thanks for having me always it’s a special pleasure today, as i said, you can find maria on twitter at maria simple and you’ll find her blawg her sight at the prospect finder dot com next week. I have part two of the non-profit outcomes toolbox, no more berating my eagle scout project, but we do mention easy bake ovens, so you wantto you want to listen for that? Remember easy bake ovens. I’m going way back like foster brooks references from thirty years ago, you got to keep up. Also, amy sample ward is back, our social media contributor and the ceo of non-profit technology network has tips for optimizing your profiles to boost your search results and stay consistent with your mission, and she will have a sixty second style stop. I’m interested in what you think about that little nufer teacher, do you have a sixty second style stop? I’ll i’ll share yours if you got one you want to use, you hit me on facebook or or twitter or even on my block does contact page. Let me know what you think. I’ll let you know if you have one you want to share over nine thousand leaders, fundraisers and board members of small and midsize charities, the other ninety five percent listen each week you know how to reach me. If you want to talk about sponsoring the show and we have a sponsor starting in october, be welcoming them. Our creative producers claire meyerhoff sam legal, which is our line producer, shows social media is by deborah askanase of community organizer two point oh, and the remote producer of tony martignetti non-profit radio is john federico of the new rules our music. Listen to that bye, scott stein. I hope you’ll be with me next friday one to two p m eastern. I’ll be here in the studio. I hope you will be listening. Live one, two, two eastern at talking alternative dot com e-giving didn’t think that shooting the good ending. You’re listening to the talking alternative network, waiting to get a drink. Cubine are you a female entrepreneur? Ready to break through? Join us at sixty body sassy sol, where women are empowered to ask one received what they truly want in love, life and business. Tune in thursday said. Known eastern time to learn timpson. 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This is tony martignetti athlete named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office needs better leadership? Customer service sales or maybe better writing are speaking skills. Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. 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