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Nonprofit Radio for March 23, 2012: Twitter Talk & Push It

Big Nonprofit Ideas for the Other 95%

Sponsored by GE Grace corporate real estate services.

Listen live or archive:

My Guests:

Pamela Grow
Brendan Kinney

Pamela Grow & Brendan Kinney: Twitter Talk

Two Twitter chat hosts, Pamela Grow of #smNPchat and Brendan Kinney of #fundchat, tell us how these 140 character conversations can help your nonprofit and build your professional network.

 
 
 

Maria Semple

Maria Semple: Push It

Maria Semple, The Prospect Finder, and our regular prospect research contributor, explains how push technology–much of it free–can support your fundraising.

Please take a moment to take the survey for this week’s show with Pamela, Brendan and Maria!

You’ll find it below. If you could also share it with other nonprofit professionals, I would appreciate it. The more people who take it, the better the results and the better the show! Thank you!


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Here is a link to the survey: http://www.surveymonkey.com/s/P6Z5K33


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Here is a link to the podcast: 084: Twitter Talk & Push It – Tony Martignetti Nonprofit Radio and here is the link to the prospect research resources that Maria Semple mentioned during the show: Push Notification Resources.

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Durney yeah. Dahna hello and welcome to tony martignetti non-profit radio on march twenty three, two thousand twelve i’m your aptly named host, we’re talking as always about big non-profit ideas for the other ninety five percent. I do hope you were with me last week, it would kill me if you had missed more dreaded than death and dentist. Public speaking presentation in public speaking coach laurie krauz had four steps to get you from no way i’m getting in front of those people, too. I killed and pinterest possibilities. Pinterest is the newest social media property to skyrocket. We talked about what it is and whether there’s anything in it for your non-profit and how to get started. Scott koegler, our tech contributor and the editor of non-profit technology news was with me this week. Twitter talk to twitter chat hosts pamela grow of smnpchat at which is small non-profit shot and brendan kenan kinney of fundchat tell us how these one hundred forty character conversations can help your non-profit and build your professional network, then push it. Maria simple, our prospect research contributor and the prospect finder, explains how pushed technology much of it free, can support your fund-raising and based on the pre show survey, it sounds like a lot of people are not taking advantage of this. We’ll try to turn that around between the guests on tony’s, take two. My block this week is a new york times the charity community will suffer, the new york times, dropped philanthropy, and charity is a full time national beat a few weeks ago. The piece is that they are doing now, are lousy, and i’ll talk about it. I’m very grateful that the show is supported by g grace corporate real estate services. Now we take a break, and when we returned twitter, talk with pamela grow and brendan kenny, so stay with me. You’re listening to the talking alternative network. Durney are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call us ed to one, two, nine, six, four three five zero two for a free consultation. That’s lawrence h bloom two, one, two, nine, six, four, three five zero two. We make people happy. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio with me now are pamela grow and brendan kinney. Pamela is founder and co moderator of small non-profit chat on twitter she’s, a coach and a consultant to non-profits her latest book is successful fund-raising for the one person shop she is at pamela grow on twitter and she’s calling from eastern pennsylvania. Pam, welcome, i am welcome. Thank you, thank you. Good to have you here. Brendan kinney is the founder and moderator of fundchat on twitter. He has over twenty years experience in fund-raising and development. He has spent the majority of his career working in the nonprofit sector specifically hyre ed and public media on on twitter he is at brendan kinney k i n n e y brendan is calling from vermont. Brendan kenny, welcome to the show. Hi, tony. Great too with you that’s. A pleasure to have both of you. Thank you brendan let’s, start with the most basic just in case there are people who are still not very aware of what twitter is, why don’t you explain it and say a little about what the value has been around twitter for you? Sure, i think that you know, twitter at a very basic is a microblogging service that i think most people have heard about my now and it’s made up of messages of one hundred forty characters, no boar, which could make it challenging. But i think the value that both get from twitter is really time communication with people that share their interest for their hobby for a particular matter. And pamela what’s been your just general experience with twitter and its value. Oh, honestly, my general experience. I remember when i first got on twitter and i was actually following a marketing plan for my business, and one of the first steps it said was to get a count on twitter and i went and i took a look at twitter and honestly, i just said, well, this is goofy, this is not for me, and i sort of put it aside and it was maybe a month later and i was reviewing my program again and i went and i revisited twitter and i decided i would jump on board and it was a very odd medium than at first it took a while to get used to it on. Then. Once i got used to it, it became actually my favorite social media tools are your favorite, but you use something, changed your mind and made you go back to it, or you just you just thought, well, maybe i should give it a second try. You know, when when i’m following a specific program, i like to follow it to the letter. And so i went back, and i thought, well, i okay, you stay true to your you were staying true to your business plan, all right, and what? And why don’t you explain to people, pam? What? What the chats generally are? How does a chat work? Well can’t flex anywhere typically around sixteen, and that some of them go on for an hour and a half? I took a look around, i think it was back and, you know, it was back in two thousand ten, and i saw that there there wasn’t there are a lot of checks that are non-profit related, but there wasn’t anything specific to the one way, but before, before we get there, what is a chat? Oh, it’s a chan is something that usually you have a different topic every week we actually are can’t is every other week, and he spent about an hour going over that topic. Every shot is kind of different in the way it’s run. Some of them are very free flowing, some of them stay very, very focused, and they may be have four, five questions, and they don’t veer off those particular questions with questions argast tends to be a little bit of a mix of both okay, and what we want to point out for people is that it’s a lot of people. And anybody who wants to participating at the same time exactly it’s sort of like a kind of envision. It is a cocktail party. Okay? Brendan what’s what’s your your sense of chats? Yeah, i think, you know, i was, uh, on twitter for a while, and i had checked out a couple of other tweet chef and, you know, i found that there wasn’t many just like pam, not many conversations happening around non-profit fund-raising so, you know, in two thousand eleven, i launched fundchat really just as a way to try to connect with other non-profit folks that were experimenting with social media and it just sort of took on a life of its own, and we have fundchat everyone today at noon eastern time and just like pam said, you know, we choose a topic and typically for five questions to keep the conversation going and it’s just a it’s a great conversation every week great opportunity to connect with others on a particular topic and learn from them and also share your own expertise. All right? We’re going to take a break very shortly, and when we return, pam and brendan will, of course, still be with me, and we’ll talk in a lot more detail about how you participate, how you find these two chats, what some of the feedback has been from from these chats that will hopefully induce you into them, and we’ll just before we break. Take a break. One stat from the pre show survey. Whether you’re non-profit actively uses a twitter account and seventy three percent yes, onda, about the other twenty seven percent. No. So we want to try to get that other quarter att least little motivated about using just twitter. And then we’ll talk more about chats, that’s all after this break. So stay with us getting ending, ending e-giving, ding, ding, ding, ding. You’re listening to the talking alternative network duitz get in. 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. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative that calm mondays at eleven a. M call in for a free psychic reading learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen every monday at eleven a m on talking alternative dotcom. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l, j media. Dot com. Talking alternative radio twenty four hours a day. Lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio. And i’m ken berger from charity navigator. Welcome back with brendan kinney and pam grow. We’re talking about twitter chats, brendan, so if a bunch of people are typing in these short blogged posts and one hundred forty characters each and we’re all doing at the same time and maybe even if there’s some organization revolving around a question, how can this really be a learning tool? Yeah can can feel like a flood of messages, but there’s a couple of ways to manage them so that you can kind of keep up with the conversation and participated one it’s just, uh follow that hashtag typically a tweet shed is centred around a hashtag okay, now i’m goingto i wantto move you immediately into jargon jail, which hasn’t had a job in jail hasn’t come up for a couple of weeks, actually, but i’m glad that’s why i’m pouncing on you now that it has because i’ve been chomping at the bit no, no jogging allowed, so you have to explain what is a hashtag in twitter certainly twitter the way that information can be organized through the use of hashtags so typically that’s. The words, though, is in the case of funded chat fundchat but it’s preceded by the pound symbol and so that’s. A very easy way for you to win her back any brendan you know, i think it’s your calling from a landline, right? Yeah. Okay, you were just breaking up kind of badly. Oh, sorry about that. All right, well, it may not be your fault, let’s. See? So just to reiterate so the hashtag when we say hashtag we’re talking about the pound sign on your keyboard, okay? And so if someone, for instance, wanted teo and pam, you’ll get fair time. Of course, you know, we know you’re there too. But if someone wanted to find fundchat on twitter, brandon, what would they search for? So they could search for the pound symbol and the word fundchat and depending on what twitter client you use, you can create a scream of just those those tweets. Or you can use a weapon to face like tweet chat dot com to follow a particular hashtag okay and so that’s how people are participating in your chat and also in pam’s chat right there they’re following that hashtag for the hour, okay? And brendan, when we come back to you maybe just speak. Up a little louder. That meant that may help a bit. Sure. Okay, pam let’s, let’s, explain your chat. What is the name of your chat again? And how would people find it? It’s, a small non-profit shot and it’s hashtag jem. Okay, and i’m just going to do that. Since i was in the air force, i like to show off that i know the phonetic alphabet. So for pam’s, you would do hashtag sierra mike november, papa! And then the word chat. Which would be, of course, charlie hotel, alfa tango. S m and p chat let’s say so. So, pam, what are some of the topics that you’d like to talk about on small non-profit chat? Oh, wow. We have covered a lot of different topics. We’ve covered email marketing time management in the small shop stewardship we have actually covered maybe three or four times because it’s such an important topic, we’ve covered corporate sponsorship work fund-raising we’ve had a couple on doing your annual report volunteermatch judgment surveying. Okay on dh what kind of feedback you’re getting from people who participate in your chats. Oh, my god, we get we get some amazing feedback. One of my and i wish i didn’t write down her name, but one of the participants once wrote me recently and she said it made me feel great about being a fundraiser we love to share a resource is our time and our opinions all to help people further mission in vision. It’s great to see such collaboration. Yeah, on dh that is that’s. Very complimentary. How many people typically are in your chats? Pam? On average, you know, we had a high of about one hundred thirty. But on average, i say we run about seventy, seventy, okay now, and i was just with you in small non-profit chat for the past hour, because you do yours on every other friday, one, two, sorry, twelve to one on we were just on with john hayden apartment. Excuse me, it’s, actually it’s, actually the first, not just every first and third. Okay, thank you. First and third fridays, twelve to one, and you have is your guest, john hayden who’s. Been a guest on the show. You were talking about facebook for non-profits, right, and john is just amazing. John always generates a lot of talk, and, in fact, today’s with today’s was actually very free flowing. You know, we didn’t have any questions. We do in-kind let people come in and this past wednesday, i was in fundchat with with brendan on dh, the topic was pinterest brendan, how many people do you usually get on in fundchat think we average about fifty a week and it’s been hyre that for some topics that are especially attractive to folks, but yeah, way range from, you know, non-profit social fuck media fund-raising to capital campaigns to the annual fund it’s a great range of topics. Yeah, and i just made a mistake, your pinterest was your topic last week, right? Because we had to be coordinated with this show and pinterest was there. We were talking about interest on the show also, and brendan, what kind of feedback you’re getting from fundchat participants? Well, it’s really great that, you know, it really has taken on a life of its own, and a community has really formed around the hashtag, and people really appreciate the opportunity to learn from others to grow their professional network and to just become more savvy and using the social media tools do you also have guests on from time to time? Occasionally a few weeks back, we had e, m adair and nathan hand on we had a special chat just about capital campaign. Okay, and do you find you get more people when you have a guest or not or doesn’t doesn’t really matter. I think it’s really it really depends on the top. You know, i think because you’re on twitter, social media topics and to be a big popular one, but also we’ve had some very lively conversations about fund-raising policies. It all depends on the topic. Okay, that’s. Interesting, because those could be kind of dry. Yeah, but there’s always people. You know, we should tell two people two there’s always joking back and forth. A little side conversations, right? Yeah. It’s really? You know, nice how people begin to develop relationships within the chat and amongst each other. And it often is light and fun and the conversation for so for people who always want to be in the back of the room, you know, talking to the person that’s sitting next to but it’s disruptive when it’s a live speaker, you could get away with it in small non-profit jet or fundchat typically difficult. Yeah, sometimes, you know, people will try to get back on topic, but yeah, generally that kind. Of thing is, uh, is totally cool, pam. You liketo have resources available, don’t you? Sometimes ahead of the show for people to look at you that’s, a great point that you just made, you know, a lot of times we’ll have a free handout. Now, i actually honest, to be honest with you until you haven’t done it for maybe six, seven weeks, but oftentimes we’ll have a free hand out where we’ll actually list. A lot of the resource is so people can kind of read up on things prior to the bat. Okay, so little study. Excellent, excellent. And i saw you today in in small non-profit jet. John hayden was sharing a bunch of girls for all different kinds of facebook. Resource is. Absolutely, yeah, that’ll be included in the upcoming transcript. Well, i will get to it soon as we’re done here, okay? And we’re gonna talk about we’re going to talk about transcripts and so for people who missed the chats, but so there was probably no in the and i was only with you for about forty minutes or so. He probably shared about eight or so different girls are articles that he’s written or other or other people have written on the facebook topic, so there was a lot of resource material for people to check out later on. Exactly. And i also also made the claims of someone today that i hadn’t known before, and it was kind of direct messages back and forth, and he he’s an expert on facebook advertising and that’s something i’ve been wanting to burn my reader’s attention, so we’ll probably be collaborating on that and that’s an interesting point too, isn’t it, brendan, about building your professional network the way pam is just describing she just met somebody today who could be helpful to her? You know? Absolutely, with just the nature of twitter, you never know who you’re going to bump. Into out there in the twitterverse and it really is a fun way to get to know new people and to grow your network. Yeah, i’m sure every week you get you get a different group of people, right? There is a core group of people that always seem to come around fundchat but every week you’re right, we see new faces, new voices and it really is it just continues to grow yeah, and that’s your experience to pam. Do you have? Ah, core and then people who joined differently different times? Absolutely like today’s with john hayden. I saw a lot of new faces we’ve had wei had mazarene treyz on talking corporate sponsorship. The well back and she’s been a guest on my show also she’s terrific. And we had a lot of new faces for that one. Whenever we have a guest, we usually do have a lot of new faces then there’s that core. Now, brendan, do you tend to have ah resource material available also beforehand? Or do you not do that so much? Not really. We typically post ah block post about the upcoming shat and sometimes will provide links and resource is and we tried to when we can post the questions ahead of time so that people can have a chance to reflect prior to the conversation. Okay, you do you do the post the questions ahead. Okay, i want to remind listeners on with pam grow she’s, the co moderator of small non-profit chat, which you’ll find at hashtag and now everybody knows, of course that’s the pound sign hashtag sm and pee chat, sierra mike november papa chat and brendan kinney of hashtag fundchat he’s the founder and moderator there on dh on twitter, you’ll find a panel to grow she’s at pamela grow and brendan is at brendan kinney. Brendan let’s, just talk a little about the transcripts that pam mentioned earlier. How how does that work? Well, there’s a couple different ways that folks do it there’s there are services out there that people can use to curate their own transcript like store. If i, uh, i have been using hash tracking dot com, which automatically captures the tweet with a hashtag fundchat and it also post that’s related to that particular chat. So the transcript is what value for people? Well for folks who can’t participate. At the time that fundchat usually happens between twelve and one on wednesdays. If you can’t make that time, you can always go back and review the transcript and still, you know, learn what people talked about during the during the chat and if there were any resource is shared, like i was saying hyre john hayden was doing in small non-profit shot today, if there any resource links, you could go back and find those easily and click there. Exactly. Also, i think what’s great is by being able to provide the full library of transcript transcripts on our block, people can go back on all of the topics we’ve covered and looking for those resources and those tips. And pam, you have transcripts? Yeah, i have trained you well, i’ve been using tweet reports, so brennan, i’d love to talk to you about your method. Sure, senator, you know it’s been a challenge, kind of from day one it’s the transfer apart, but i don’t think i don’t think you need to be and on board with that, but it has been a bit of a challenge. Typically what i do is i post a link to the transcript on the on the small, not non-profit page okay, and since we’re talking about it, why don’t you tell people where that is? Pam that’s actually at, uh, www pamela’s grantwriting block dot com and there is a, uh you’ll see that there’s a paint there for small non-profit okay and again, that’s pamela’s grantwriting blawg, dot com right. And brendan where’s the blog’s for fundchat it’s at www. Dot fundchat dot org’s and you can subscribe to our ar e newsletter right there on the page. Okay, um, let’s see what? Brendan, what do you what do you envision happening for? With with fundchat where would you like to go? They haven’t been yet. Well, i think my focus right now is to really reach out and to attract other folks within the non-profit sector toe fundchat specifically, i’d like to try to drawing more people who work in higher education or, um, you know, arts and culture organizations and public media to begin to participate in the conversation, so really just looking to grow the number of people who are involved and that it sounds like that’s ah, worthwhile venture, because another question i asked listeners ahead. Of time was whether they are professionally or personally participating in organized twitter chats. Only about fifty five percent said yes, andi, the rest were split between no, but i know what they are and i know and i have no idea what they are. Maybe i should listen to the show so there’s about forty five percent of people not not not doing it. So you’re trying to entice some of them to the chat about you, pam. What? Where would you like to take small non-profit chat? Well, that’s a good question, tony, and i hadn’t really thought about it. I mean, when i when i first put it out, there was kind of it was kind of on a lark and it was not part of my overall strategy, but i have to say it’s been a real revelation to me, the way it’s grown and how much i personally have learned from it, as well as how much the participants have have taken away from every chance. So the way it is right now, i’d like to continue having having terrific guest experts and continue learning from each other. That’s what i’m finding really important about the small non-profit chatted, learning from each other, so it sounds like you need a business plan, maybe for small non-profit chat, then you’ll follow that to the letter and you’ll grow it. Um, let’s. See what lights were going toe. I think we have just a minute left, so let me thank pam and brendan again. You’ll find pam on on twitter at pamela grow and you’ll find small non-profit chat on the first and third fridays of each month, twelve to one eastern. I have that right dahna pam, you do okay and you’ll find brendan kinney on twitter at brendan kinney, you’ll find fundchat on twitter on wednesday’s, also twelve to one eastern. Those are both eastern times and i want to thank pamela grow and brendan kinney for being my guests. Thank you so much, tony. Really appreciate thanks to both of you, it’s been a real pleasure. Thank you, thank you right now we take a break after the break, it’s, tony’s take two and then after that, after that it’s push it with maria simple and pushed technology, so stay with me. You’re listening to the talking alternative network. Are you feeling overwhelmed and the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back, it’s, time for tony’s take two at roughly thirty two minutes into the hour, my block this week, new york times the charity community will suffer, and in fact i’m already seeing that there is some suffering in the in the coverage. I had told you last week that the times dropped philanthropy and charity as a full time national beat and ah, spokesperson had said that it would now be covered across what news desks, but no one person devoted to that beat and i’m actually seeing mohr philanthropy charity pieces in the times, but they’re pretty crummy quality and not really that not really applicable to the wider charity community. I mean a lot of things several pieces on eight and nine figure gif ts in these mega million gifts, and there was one about a twenty million dollar auction on da piece about these exclusive fancy pipe charity parties, but really lacking in most of them in substance and the substance that i did see was limited to large art museums. There were two pieces, but really only applicable to that small segment of the very large charity community, so i still believe as i have that without a full time reporter who is devoted to charity that the charity community’s going to suffer because we’re gonna lose voice on, we’re going to lose in front. We’re gonna lose information and coverage from this international media outlet and i think voice and coverage our our our power and the community deserves to be heard. Needs to be heard. It’s an important part of our culture, our society that’s on my block. The block is that tony martignetti dot com and that is tony’s. Take two for friday, march twenty third, the twelfth show of the year. Maria semple was there. I know she is. I hear the buzz. Maria, how are you? Hey there, tony. How are you? I’m very well, it’s. A pleasure to have you back. Thanks, maria. Simple is the prospect finder. You’ll find her at prospect finder dot com she’s, our regular prospect research contributor. And we’re talking this week. Push it about much. Well, push technology much of it free. Maria, what is pushed technology. Okay, so i was ready for you, tony. I had a feeling you were going to want to put me into jargon. Jail from the outset. I did that before first guest. Yes. So i was like, okay, all right. So on a website called computer user dot com, this is how they define push technology internet technology that allows information to be delivered or pushed directly to a user who subscribes to it rather than the user having to go look for the information on an internet site. Okay, so we’re subscribing on dh. Presumably we can control what we subscribe to that’s, right, that’s, right. So in in the world of prospect research and as it relates to fund-raising, we’ve talked in the past on some of your shows, tony, about pro active research versus reactive research. So what push technology allows you to do is set up very specific alerts so that you can crowe actively have information that is relevant to you. Pushed directly to you on a frequency level that you decide on. Okay, many of these services allow you to decide how often you want the information driven directly to your inbox. Basically. Okay, let’s. Give a few examples before we talk about what the different sites are. The free free ones versus the paid ones. What are some? Examples how you would use this in prospect. Reese. Okay, so in terms of what you would look to monitor if you were working for a nonprofit and i’m talking about non-profit small or large, okay, andi, i think that the larger non-profits the university’s especially are utilizing these techniques heavily, but they are very used oppcoll and simple techniques that any size non-profit can use. So what? To monitor information on your top donors. Okay, so those might be your your top individual donors? For sure. I think you should be monitoring what’s going on in the world of those individuals, perhaps their companies. Okay, so you’re actually monitoring their names. Is that write their name? Their name exactly. I would put an alert set up on the name of your top donors, your own organizations name. Why not make sure that you’re also or somebody in your organization is monitoring what’s going on with your organization name and your brand out there so that you can monitor any conversations that are taking place, etcetera? And he mentioned in the press yes, your competitors. So who are your direct competitor organizations that are perhaps geographically located close to you? Or those that seem to have a very similar mission toe what you’re doing, you might want to monitor what’s going on in their world and certainly any general news that is in your your industry. Okay, so industry related news issues that are important to your organization on dh just kind of staying alert to what’s going on there that one you could use a cz information for maybe block posts, all right could be subject of posts or or maybe even just ah tweeted out that there’s an article about something that’s relevant to your charity charity work. Let’s, give a, you know, a concrete example, let’s say you’re a non profit organization that is a mental health provider, and so there are issues going on, maybe in your state, maybe there’s been some cutting funding that is going to be coming down the pike for all health care or mental health providers in your state. You might want to make sure that that gets out to the people following you on social media. If there are articles about how to deal with depression, how to overcome essay, you know the mood disorder that happens in the wintertime. When we’re all not getting enough sunlight, things of that nature, so educational news, but also information related. Teo, you know how your organization is perhaps being affected, what’s going on by the economy, okay, were there any other suggestions you had about what to monitor before we get into how to do this? Because i know you think that sort of talk things i don’t want to overwhelm people, but those have been kind of be the top things that one would want. Teo, consider monitoring if you have a very public metoo director of your organization, you may want to monitor their name as well just to see where they might be coming up on the internet in the press. Ok? And i know you have a bunch of free free resource is that we’re going to talk about i just wanted to share the response from the listener pole. Do you feel your non-profit is taking full advantage of free resource is to support your fund-raising on ly eighteen percent said yes on the other eighty two percent, no so let’s acquaint them with some of the free resource is for for using the push technology and getting these alerts, okay, so i’ve really only pulled together a small sampling, and i would i would i metoo pulled, by the way, telling i’ll make the entire list both free and the phoebe services we discussed today, i’ll make them available on ma on your facebook page. Ok? Yeah, so that people will have access to the entire list on dh, the free services that you can’t talk about alert services without talking about google. It is, i think, one of the premier services to be able to get free alert, set up and the key to remember when setting up a google alert, by the way, if you don’t know where to set this. Yes, i was going to ask you to ask literally, just go to your here google search field and type in google alerts, and it’ll bring you right to it. Okay? Yep, we’ll bring you right to it. But if anybody wants to know it’s google dot com forward slash alerts okay, do you have to have an account? No, i don’t think you necessarily do have have to have an account. I do have a google account, but i believe when i set my alerts up a while back. I don’t think i had the account of time you just have to you have to share their your email address so they can they can send you the alerts. All right, okay, so you would have to there’s a box that you need to fill in called search query, and so for example, i like to monitor what’s going on in the world of prospect research. So my search queries prospect reese with quotation marks around that phrase. Very important if you’re going to be monitoring the name of your organization or the name of an individual that you go ahead and put those quotation marks around it so that google will go out to the internet daily and look for the information and then deliver the results to your inbox conned the importance of the quotes is that it’ll just give you that exact phrase that’s in the quotes versus the first word being somewhere, and then the second word being somewhere else in it. If i didn’t put prospect research in quote, it would be sending me the results where any any anywhere results with the word prospect in it. And henny results with the root word research in it. You can imagine how many results i would be getting on, like some like, like some matching, like some dating site. I found a prospect, and now i have to research her. You would get you would get that. Okay. I guess he would. Yeah. That’s. Kind of interesting. I hadn’t thought about that application. I don’t get that. I don’t have that set. I don’t. That’s. Not from personal experience. Just zoho okay. Okay. So google? Yeah, it’ll. And so it will look for news. Blog’s video discussions, books anywhere where that phrases mentioned and deliver those results to you. You get you get to decide how often do you want those results delivered to you on dh? You have us on google. You have ah, selection of three possible results as it happens once a day or once a week. Okay, for me, i like it sent once a week, one today. But if you find that would be too overwhelming, you can certainly have it sent to once a week. But here, you know, you’re looking for relevant, timely information. So i think once a day is a good opportunity there, and you can vary them. I know in my business i have my name and that i get as it happens, but there are other things related to plant e-giving and charity registration that i’m happy to get. I hate there, have them once a day or probably more likely once a week, but yeah, so they don’t have to all be the same, right? You might decide that you want to monitor issues going on in your in your sector and have that delivered to you once a week, but perhaps your top donor names you’ll have delivered to you once today or as it happened. Right? So if there’s some breaking news about them, you can either right brace for bad news or be quick and really quick and say, congratulations. Yeah, exactly a congratulatory note. Somebody gets a promotion somebody’s company does well, um and it’s a great opportunity for you to pick up the phone, shoot an email, whatever you preferred communication channel is with that donor and say to them, hey, you know, i just saw on the news now they don’t need to know you haven’t alert set up on them give you a little bit of a leg up. Perhaps. You look very. You look very together. And as you said earlier, very proactive. Yeah, absolutely. Um, so you want to be able to monitor who your best prospects are, you know, and potentially the timing to ask for a gift. So if you see some really big information concerning a prospect that you’ve had in a cultivation say’s it’s definitely an opportunity for you have another touchpoint and perhaps solidifying move them to solicitation. What else is there? That’s free. Besides google alert, right. So free. Another one i love is linked in. I’ve talked about lengthen a lot on this particular radio show on the advanced search page. You can set up with a free lincoln account. Is there another radio show that you’re on, by the way? Are you you double timing? Mei is there some of the shit? I’ve been a guest occasionally on others. But you you’re the only regular. Okay, alright. Stepping out on me, okay? I’m sorry. So so in terms of the search alerts on lengthen, you can save up to three search alerts. Now. Here, you’re looking to mine, lincoln’s. Database, and you can have the results sent you on a weekly basis or a monthly basis. And this is a good way, as they would say in the sales world, to keep your pipeline full. So let’s say you are you are a non-profit that is continually looking to connect with people in the financial services field. Uh, and within a fifty mile radius of your non-profit zip code, you can set that search up to run and then say that search and let lincoln push those results to you either weekly or monthly. And it’ll kind of keep your your your pipeline a little bit more refreshed on you. Will you just set it up once and put it on auto auto pilot and let lincoln do that legwork for you, maria, we just have a couple seconds before a break. Where does someone go to set up those advanced searches on lengthen on the advanced search tab way over to the right next to the search box. That’s in the upper right, then? Yes. Okay. Maria semple is going to stay with us. We’re going to keep talking about push technology free and fee based. So stay. With us oppcoll. Talking alternative radio twenty four hours a day. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit, you’ll hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community dahna. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment. Be more effective, be happier. And make more money. Improving communications. That’s. The answer. Talking. Talking with maria simple about push technology, of course, she’s, the prospect finder and our regular prospect, research contributor maria we have sort of an uphill battle because pre listeners sorry, the pre show survey i asked whether people are using push technology to help fund-raising and only twenty three percent said yes, yeah, yeah way we can change that. Maybe you could do a post a post show, sir, wait get that’s that switched around a little bit. Let’s share some more of the free resource resource is besides google alerts besides linked in what else is no cost? So three others that i wanted to point out really have to do more with news sources. So the new york times, for example, has a news tracker service uh, that allows you to set up customized alert, and you can narrow that by section of the newspaper or by your topic of interest. For example, i’m not using that one. Particularly so i’m not sure if you can get his focused as setting up a phrase like you can say a google alert, but certainly, if you are looking tio, monitor certain topics of interest, you might consider the new york times i’m not. I’m not too big on the times right now, but but i don’t mind using their free services should certainly be promoting those. Okay. Forbes is another one that allows you, teo track something. They have a service called the people tracker service, and you can set up a feed alert, teo forbes articles and mentions of your prospect in filings with the securities and exchange commission. Now, before you throw me in jargon jail specific filings that i’m talking about our filings having to do with people who are corporate insiders, that means they are either on the board of directors. They are the top executives of the company, or they own ten percent or more of the outstanding stock. So if you’re defined by the sea as an insider, you need to file all of your trading activity of your stock with that company with the fcc. So as a result, you can track that type of activity on board. Is that is that the only stuff you can find on forbes or like is there magazine content also available? I think the magazine content is available as well. Okay, okay, so not. Just the technical stuff. But the technical stuff has value, too. Yeah, like you mentioned earlier about timing for ah, solicitation. Perhaps. Absolutely. Now one news service that i subscribe teo, get daily news pushed to me is called nj biz. So whatever state you’re calling in from and that that business publication, that that is really related. Tio news going on in your state on businesses that’s the one you want to check out, go to their online site and see if you can sign up for alerts to be sent to you. For example, with nj is dot com. I actually have daily and what they call their morning round up that pushes important new jersey news to me on a daily basis. So all scan that comes into my inbox i kind of look it over where i see there’s information of interest to me. I’ll go ahead and read that article i think about a month or two ago tony that’s where i got the article about, uh, j getting that big plan e-giving yes. You sent it to me graciously on dh. Then i blogged about it, right? Examples if i didn’t have that alert pushed to me, i wouldn’t have known that this wonderful gift came about a plan gift from a very low key donor to this particular organization, okay, any any other free resource is we share before the ones i’d left side wanted to cover today on the call, but if people have others who i’d love to hear about it later on your facebook page or my facebook page, which is the prospect finder llc, see and love to hear about what other people are using as well, because this is really a sampling. Okay, look, look at maria pimping out her her facebook page on the show, all right, i think the previous interviews were all about twitter. Yeah, but that was the purpose of the whole interview. There’s no, no, it’s. Fine, it’s. Fine. I just think i think that’s the first. I’m not sure, but it’s absolutely fine, of course. So let’s, talk about some of the free some of the paid ones. Now we only have about two minutes left before we have to. Too close. What’s. Which the paid ones you like. So some of the paid ones that i like our ten k wizard. That’s ten k with dot com again there i’m looking for new mentions on sec filings. That’s very that’s all an sec related database. So any any time people have that sort of money in motion, people are selling stock buying stock that our corporate insiders, you’ll be notified in the foundation world. I wanted to point out there’s a service called foundation search dot com it’s it’s really a competitor organization to the foundation center. One of the things that i like about foundation search dot com as you can set up a new alert so that you are notified when new foundations are formed in your state. So you can see the value of being notified of such information so that you can begin developing a relationship with these new foundations on dahna very early basis at the time that they’re starting to looking to start relationship because they just started themselves. Exactly so hopefully getting your foot in the door sooner rather than later. Share another one. We just have about a minute. Okay. Another one that i like a thie services i wave dot com. They have something called intelligence data, and they’ll send out a monthly recap on new donations made by individuals, foundations, corporations you can set it up by geographic location, gift range, gift type, and they actually allow you to set up unlimited alert and they’ll send you one email monthly recapping the activity that goes on with those particular donors or with the issue that you’re looking to monitor and those are individual types of donations. Maria, briefly, are you able to give us a sense of what thes paid services cost or they all over the map or what? You know they really are all over the map, some of them require monthly subscription, some of them require yearly subscription to them. So and of course, the pricing changes all the time, so i don’t want to get into quoting pricing on this. Certainly i’ll post all of these resource is, as i said on your on your lincoln, your facebook page looking, trying to push you push all listeners over lincoln when i wantto neo-sage yes, and you can go in and check them out on their own, okay, you’ll find them all there. Maria simple is the prospect finder you’ll find about the prospect finder dot com our regular prospect research contributor thanks so much for being back. Maria thank you, it’s. Been a pleasure next week, twitter. Oh, no that’s not true this week was twitter talk. Next week we’re going to have jean takagi and emily chan and they’re going to share a an important legal compliance topic with you and also have a pre recorded segment that has yet to be determined so you can follow my blogged tony martignetti dot com and you’ll see what’s coming up or you can sign up for the email alerts and you do that on my facebook page. Thank you very much, maria simple on dh then you’ll find out in advance is exactly on thursdays what’s coming up for each show appreciate it. If you like the show, please like that page could follow me on twitter i’m at tony martignetti and the show’s hashtag is and now you know for sure what the hashtag sign is the hashtag is non-profit radio use it wildly hello hana pole had a poll dental care in belmar, new jersey has free care for everybody today i did a public service announcement for them the past couple weeks and today they’re helping lots of people, i hope that’s going great in belmar hoped to meet you all this summer when i’m down there. That event is organized by dentistry from the heart the show is sponsored by g grace and company. Are you worried about the rising cost of rent for your organization? Do you need a plan for real estate you’re non-profit owns george greece has been advising non-profits on their real estate decisions for over twenty five years. 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Respect Small Donors

Wrapped Pennies by Ben Popken on Flickr
I emphasize it as a prime takeaway in every workshop, webinar and keynote I do: the best Planned Giving prospects are those over 55 who have a long, consistent giving history, and when you screen for consistency, ignore the size of the gifts.

Donors who give you only $5 a year–and have been doing it for many years–are outstanding prospects for a planned gift. You need to thank your small donors.

They may be testing you, to see whether you appreciate small donors, as they anticipate a larger gift. Or, they may be giving all they can (or all they feel they can) during life. Because they love your work so much, there may be a gift in their estate.

The savvy Planned Giving officer at New Jersey Institute of Technology knew this well. Monique Pryor wisely nurtured a relationship with Helen and John Hartmann, who had given NJIT around $25 a year for thirty years. Last week the college announced a $5 million gift from Mrs. Hartmann’s will, the largest in the school’s history.

You don’t thank small donors because they might some day be large donors. You thank them because it’s the right way to treat your donors.

Your small donors deserve your respect.

(My thanks to Maria Semple, The Prospect Finder, and a regular contributor to my radio show, for sending me this story.)

Community Works: Your Slides Are Here

Thanks so much for hosting Maria Semple and me to deliver “Will You Love Us Forever? How To Identify & Approach Donors For Planned Giving.” We had fun meeting you, and thanks a lot for your questions.

Isn’t Maria Semple the best!

Your slides are below.

Nonprofit Radio, January 6, 2012: Three NextGen:Charity Interviews & Your 2012 Prospect Plan

Big Nonprofit Ideas for the Other 95%

Sponsored by GE Grace corporate real estate services.

Listen live or archive:

My Guests:

Abby Falik, Charles Best, and Wali Collins: Three NextGen:Charity Interviews

Abby Falik
Abby Falik is the CEO of Global Citizen Year and she has thoughts about innovation and leadership for social change.
 

 

 

Charles Best
Charles Best is the Founder and CEO of DonorsChoose.org and we talk about connecting donors to the causes they support.

 

 

 
Wali Collins
Wali Collins is an author and a stand-up comic, and he wants you to live a regretless life.
 

 

 

 
Maria Semple
Maria Semple: Your 2012 Prospect Plan

Maria Semple, The Prospect Finder, is our regular prospect research contributor. She’ll help you devise a sensible and executable prospect plan for the new year.

Please take a moment to take the survey for this week’s segment with Maria! You’ll find it here at the end of the guest and segment descriptions. Thank you!
 


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

Here is a link to the survey: http://www.surveymonkey.com/s/ZD8QF8S


Top Trends. Sound Advice. Lively Conversation.

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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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Here is the link to the podcast: 073: Three NextGen:Charity Interviews & Your 2012 Prospect Plan

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Hello and welcome to tony martignetti non-profit radio for friday, january sixth, two thousand eleven i’m your aptly named host. We’re always talking about big non-profit ideas for the other ninety five percent. I hope you had a terrific new year’s celebration last week. Were you with me? You could not have been. There wasn’t a show last week, so don’t say yes because you were not here last week. There was no show last week, but two weeks ago on december twenty third certainly you were here. But to refresh your recollection since it’s been so long on december twenty third, i had two interviews from national philanthropy day at the westchester county chapter of the association of fund-raising professionals. First, it was linked in lovers jerry stengel, principle of venture near mark halpert, principle of your best interest and maria simple, who we all know and beyond later today showed their love of linked in for research, branding donorsearch volunteermatch judgment, recruiting board members and more. The second interview was your board can fundraise dennis miller. Principle of dennis c miller associates helped you motivate your board for fund-raising with training, proper expectations, meaningful experiences, leadership and mohr. This week, i have three next-gen charity interviews for you all pre recorded at that conference, abby falik is the ceo of global citizen year, and she has thoughts about innovation and leadership. Charles best is the ceo of donors choose dot org’s where teachers post their classroom needs and donors support those needs, and he and i talk about connecting donors to the causes that they support. And wally collins is an author and a stand up comic who wants you to live a regret list life second half of the show will be with maria simple, the prospect finder, our regular prospect research contributor on your twenty twelve prospect plan. She’ll help you devise a sensible and execute herbal plan for your prospect research for the new year on tony’s take two at roughly thirty two minutes after the hour. My block this week is share my optimism for twenty twelve i’m always optimistic at the beginning of a new year i can’t help it, and i’ll talk a little about that we’re live tweeting the show today. Use hashtag non-profit radio to join that conversation on twitter. This show is supported by g grace corporate real estate. Services, and i’m grateful to them for their support. Right now, we’ll take a break, and we’ll come back with these three next-gen charity interviews. The first will be abby falik. So stay with me. You’re listening to the talking alternative network. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help yu wei take the nasco, stay out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. Bilich dahna 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. Metoo welcome to tony martignetti non-profit radio coverage of the next-gen charity conference two thousand eleven we’re at the tribeca performing arts center in downtown new york city with me now is abby falik, founder of global citizen year she’s been an invited speaker at the clinton go global initiative and also the aspen ideas festival and, ah, we’re going to share have her share some of her thoughts about innovation, as she did here at the at the conference. Abby falik welcome to the show, thanks so much. Tony it’s, great to be here. It’s a pleasure to have you thank you for sitting down for an interview on a very busy day. Um, so our audience is small and midsize. Non-profits but they and i think sometimes they don’t think innovatively i think sometimes there’s sort of stuck in the trees. What? What was your start with your your general message on innovation and creating social change? So i think if we’re all paying attention, there are opportunities beyond what’s, immediately apparent, and sometimes it requires us, as i shared my talk this morning, to step out of our daily routine sometimes to immerse ourselves and foreign cultures or contexts to see things he’s from a different vantage, but that innovation doesn’t need to mean necessarily starting your own business from scratch or starting a new enterprise or being an entrepreneur. Innovation can happen within organizations innovation can be a simple as changing the way you talk about your organization publicly, the way you do your fund-raising the way you’ve structured your online platforms, so the innovation really has to be inspired by the leader. So how does a leader inspire themselves and everybody working with them? Teo to think innovatively and creatively, i think the role of a leader is to envision something that doesn’t yet exist to see the future in a way that is compelling and clarifying on inspired to others. And when you can see that and paint that picture, as i’ve been able to do now with global citizen here, others begin to fall into step, and they and they follow along because they believe in what you’re all working toward. And how do you translate that to your own hiring so that you’re hiring people who are going to be open minded to this and and bright thinkers on their own? How do? You make sure that you’re getting the right people working for you, which is absolutely a challenge because otherwise you’ll be up there thinking great thoughts and no one’s, no one’s following, particularly in the early stage, you need other people who think creatively andare wired as entrepreneurs as well, because to get from xero to anything requires that every body is an engine, everybody can see something that doesn’t yet exist and instinctively reach out to find the resource is needed to apply them toward bringing something toe life. S so so i have found that it is often young people who see themselves as less constrained. Millennials tend to have a knack for believing they can run through walls and make things happen. And so surrounding myself with a creative young team of people who say, see the bigger vision and then are comfortable building the plane well, flying it all right now global citizen year is a non-profit so there’s a that right that’s five oh one c three were five oh one c three. I’d like to say that non-profit is our tax status and not our management style. Okay, excellent. All right, so you’re what’s. The status means is that you do have a board and what do you do for around bored with croup, mint teo, bring people who will be equally inspired? I would say similarly, on a founding board or particular, not so young, no people who are more seasoned business savvy who can help guide me because they have the muscle memory themselves of having built new organizations or are currently leading other organizations. So looking for people on the board who are older and wiser on dh can, you know, essentially be my my personal adviser’s mentors on dh allies in being able to be credible on strategic in in how we grow, alright on dh, how about for yourself? How do you make sure that you’re not bogged down in day to day management? Have it’s very seductive to deal with administration rather than, you know, broader thinking the way you described. What do you do with your recommendation for that ceo? That executive director who is in the trench trenches every day? Yeah, absolutely. I think i am fortunate that i’m wired in a way that inclines me toward the xx external parts of the role, so i love more than anything, sharing my vision and giving other people an opportunity to get involved, whether it’s funders, supporters, allies in in reimagining how young people learn about themselves in the world. And starting with that as the basic premise, i have tried to build a team of others who compliment my skills and who are equally passionate about the set of things that i am not a skilled at on dh shouldn’t be the one to be doing so have recently hired a phenomenal vp of operations who takes the other side of the house, and she takes it as seriously and as strategically as i do with the work i do externally, ok, but that requires terrific insight into your own shortcomings. That’s very cool, right? You have to know where your shortcomings lives. You hyre so a lot of introspection, right? Indeed. And early on, somebody i know and respect very, very dearly suggested that i keep a journal about the things i do everyday that give me energy and the things i do that actually deplete my energy. And that from that list, i could describe a job description that would, over time. Move me. Toward the things that really do get me revved, and from which i derived more and more energy and enthusiasm. And so my pa primary objective is leveraging myself into the role where i am at my best, playing my right roll and surrounding myself by people who are much smarter and more talented than i am in a certain set of other things. Innovation in leadership. Is there anything, anything you want to leave people with? Um i think in the not-for-profits sector, we can often constrain ourselves by thinking too small and even in a you know, particularly in a down economy, there could be a sense of thinking within constraints, and i would just encourage everybody out there to continue dreaming because we’re the ones who need to drive social impact missions forward. Abby falik thank you very much. It’s been a real pleasure. Abby falik is the founder of global citizen year and these kinds of thoughts or we’ll get we’ll get you invited to the clinton global initiative, aspen ideas festival and other places where thought leaders are this is tony martignetti non-profit radio coverage of the next-gen charity conference two thousand eleven would be falik thank you again very much. Thank you, tony, my interview with that be falik i think she had some outstanding thoughts insights into leadership for social change we’re gonna take a break now, and when we return, we’ll have my interview from the same nextgencharity conference with charles best president, ceo actually of donors choose dot or ge and then wally collins, author and stand up comics, so stay with me. Yeah, you’re listening to the talking alternative network. Duitz no. Durney are you suffering from aches and pains? Has traditional medicine let you down? 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Interested simply email at info at talking alternative dot com. Dahna welcome to tony martignetti non-profit radio coverage of the nextgencharity conference, where in lower manhattan at the tribeca performing arts center and my guest now is charles best charles leeds donors choose dot or ge, where public school teachers post classroom project requests and donors comm pic the projects that they want to support the site has been selected most likely to make the world a better place by the techcrunch community. And in two thousand nine and two thousand ten, fortune magazine named charles in as one of their forty under forty list of businesses. Hottest rising stars. Charles best welcome to the show. Thanks, tony. Clyde, to be a pleasure to have you. Thank you. Um, so using a site you’re connecting donors with projects that they never witness live, how do you help make that connection? How do you get out of the donors feel connected to the work that they’re supporting? Well, we really feel that hardworking teachers out on the front lines have almost a tent up expertise and imagination that’s just waiting to be unleashed. And donors to dot org’s endeavors to unleash that frontline expertise and to generate classroom project requests that may often be better targeted and more innovative than big top down solutions designed by someone who’s ah, hyre up ok, so you want the so the teachers themselves are describing the project and what the impact will be for their for their students. That’s, exactly right there, about twenty five thousand classroom project requests seeking funding at any point in time on donors choose dot organ those projects all submitted by what we call frontline educators, mostly classroom teachers, but could also be a guidance counselor coach library in those projects really are ah, window into both the unmet needs of students and the innovative potential of dedicated teachers. And how do you manage the donor relationship so that donors feel a connection again with the project there most likely never going to see live? They’re not going to meet the students who who benefits from it, who get that impact. How do you manage that? That donor relationship with the projects? Well, even a donor who gives one dollar to a classroom project on donors tuesday dog will get photographs of the project in action. Thank you. Note from the teacher and impact report from the teacher. A couple. Months into the project talking aboutthe student learning that’s taking place, they’ll be able to see a cost report showing how every dollar on the project was spent. And if the donor gave fifty dollars, a more, they would also get physical. Student thank you letters from the classroom. It’s, it’s really rich feedback. It has a lot of our donors feeling like they got more out of the experience out of the exchange than the recipient and it’s it’s kind of our secret sauce and say a little more about the impact report. What what do you encourage teachers to include in that as their writing that for their donors? Because there is so much in the charitable community about impact? Absolutely well, the impact report, the impact letter that we asked the teacher to write to their donors is not filled with jargon. In fact, it might not even pass muster with a foundation program officer, but it is plain spoken from the heart, uh, description of the student learning that’s taken place as a result of their project being funded. And so it sounds like you’re working very hard. Teo have that relationship, even though this is all web based with base e-giving have of relationship between that the donor, a teacher in the classroom where the project is, and the students, because you said that they get pictures from the students as well. Our thank you notes for a fifty dollar arm or gift. That’s exactly right? Yeah, we see a donation to a class a project on our site, not as an end unto itself, but as a first step on a path that will be toward fulfill edged engagement with public school classrooms and low income communities. And key to that is the ability of the donor to write a message to the classroom, telling them why they picked their project, and the teacher khun message right back, even outside of the photos and teacher. Thank you note and teacher impact report and student thank you letters which are ah, part of the process. So now this is significant because the donor’s air having contact directly with the people who are the children that are that are enjoying the outcomes, the impact of their of their gift, and that’s quite unusual, and most charitable work. I mean, there aren’t a lot of donors meeting the people who are enjoying the benefits of that of the agencies or the organizations work that’s absolutely right, it’s not a face to face interaction, but i think it it feels almost just about as as vivid and rewarding and meaningful as a face to face interaction. Tell me a little about the donor reactions that you get after after the the process is completed, and i’m sure you’ve got multiple lots of people who come back, make repeat gift tell me, share some of the feedback that you’ve gotten from donors when they’ve had that close connection with with the classroom. Well, we often hear from donors when they get especially funny or especially emotional letters from students, which which could be a student making a funny reference to recess and how they yearn for it all day long. Or it could be a student talking about the fact that this is the first time anyone’s given them a book. Bonem and and that’s, what? What prompts a good number of our donors toe say that they feel like they got as much out of the exchange as the classroom they were looking to help and what’s the percentage of donors who make a repeat repeat gift you know, the percent of donors who make a repeat gift is excellent if you look at year to year three year for going from year of acquisition the first year that they give to year too, are they giving one year later? It’s actually only one in five of donors who acquired in a given year who then will give again in year two, but if they’re giving in year two there’s a ninety percent chance they’ll be giving in year three, four, five, six and you i’m gonna guess you. Ah, you see this as something that other non-profits should take on is the relationship between the people who are enjoying the benefits of the work and the people who have enabled that work to take place. Don’t you say a little about that for the audience? Absolutely well, you said it well, but we do see the interactions on our site as the basis for yeah, riel correspondents, if not actual relationships between the donors and the classrooms that they’re looking to help and and we hope that this means that donorsearch e donors to settle argast is a lot more than a web site where they’re gonna transact a contribution. Are there many donors that have seen the the classroom’s face-to-face we know it happens, it doesn’t happen is part of our process, but but we hear all the time from teachers who, whether it’s, the teacher or the donorsearch how they’ve gotten in touch kind of off line as it were and and no two exchanges of brownies and visits and physical gifts that’s fabulous. They just needed that much more they needed teo for probably for ninety nine and a half percent of the donors, the correspondents, the way you described it is sufficient that’s, right? But for that, uh, half a percent or whatever, i would just say nice. Yeah, but that half a per cent they just needed that closer connection. Totally, yeah, totally, but for the other ninety nine and a half, you’ve got it worked out, and i think the message is is clear for for our audience that that connection is crucial between the donor and the and the and the i don’t like to call them service for the people who are benefiting, uh, and i don’t see much. Of it, yeah, yeah, yeah. All right. Thank you, tony. My pleasure, charles best is leader of donors choose dot or ge and this is tony martignetti non-profit radio coverage of the next-gen charity conference two thousand eleven. Welcome to tony martignetti non-profit radio coverage of the next-gen charity two thousand eleven conference. We’re at the tribeca performing arts center in new york city. And my guest right now is wally collins. Hey, while he was the opener, welcome. Well, thank you for welcoming me. He was the opener and he’s also going to speaking later. Here it next-gen was a comedian and author. His stand up comedy credits include being on nbc, cbs, abc, lots of other acronyms and cc comedy central. But he’s, also an author, not only stand up comic but also an author, and this is his book. I know you can see it and i’m going to let wally pronounce it as you’re looking at it. How do you pronounce the title? This book it’s called the you never know book of encouragement that’s right? The word is you never know and the subtitle underneath the door is living a regret lous life, right, love that so? We’re talking to small and mid sized charities. Um, how does your work overlapped with charitable work? Well, actually, the whole idea behind you never know. It’s. Not charitable, but it’s motivating. Okay. And charities need motivation. There’s donor’s need motivation. Exactly. Big overlap. Exactly. And the the producers here has asked me to speak to help motivate people to help live their dreams, call for the their goals and desires. And exactly what i did. I was an architect before i got into comedy, and my mom asked me if you could be anything. What would it be? A sin not to be an actor. Now, she’s confused why you’re not going to be an actor. So i told all from springfield, massachusetts. No one famous ever came from springfield, massachusetts. And she says, well, you never know. So it kind of, like, spark mean like, oh, wow. So i pursued comedy and i just kept that mantra in my head. You never know. You never know. And with that, i was one original holst on comedy central show. In fact, i was the black first black holes on comedy central. And when your when it was that nine hundred ninety one and so i kept that mantra in my head, i said, you know, i can go for anything because i don’t want any regrets, and the whole point of you never know is that i don’t want to be that person on my death but saying, i always wondered what it was like, i always want to know i’m always curious about what if what if i had, i regret not having exactly, and sometimes we would do it, like end of the day, like, you know, going to hello to that girl to that guy or how combine to make that phone call, how come i can’t get to that charity, you know? So how come i didn’t donate? I should have donated, you know? So i want people to live in regret this life, because that is the key to happiness, it’s not about, you know, the result or succeeding our failings, the fact of trying and i realized that that once you try and then you’re in the trying that’s, what happiness is like, the example i give is that when you go on a journey, it’s a long journey and when you get to the place, you need to get to see a friend of family. The first thing to say to you is how was your trip? You know, it’s about the journey is about to try. So i realize that. And so i wrote this book there’s fifty two encouragements. And the each encouragement is to inspire you to go through any kind of door. Any kind of problem in-kind obstacles. All right, so there are fifty two of them. One a week is that they’re with your own mended. Oh, yeah, coincident that was no, no, i actually i want to do one a week and let let that be your mantra. Let that be a motivator for the week and people who read him all the way through some people read about random, you know, and it’s it’s, it’s really cool. Because it’s getting great reviews and people are gay. Give his gifts now to friends and family. Can we talk about a few of the way? We want people to live a regret lis like exactly. We want them to be motivated not only in their work, right? I mean, what does for work and all. Aspects of life. Exactly. Personal life. Your work. Exactly. Relationships, you know, losing weight, anything into your health. The book talks about, you know, it’s good inspires you about but your health, we’re gonna go. So can i, uh, not a challenge. I’m no. Now go ahead and pick out the ones that i think a little interesting. Maybe you will find something provocative. I don’t know, but okay, i don’t know. Well, let’s. See? Listen and learn. Well, that’s. What? Your lesson around. Listen and learn. Listen and learn. You can learn a lot about a person if you just shut. See that the person talk and i don’t. I can learn so much about your guy would just keep quiet if i would just ask you some decent, open ended questions that i would learn so much more than is in this bio or something. Because people know comedian and author and that’s what i understood. But it’s, just if i would shut that trap, i could learn so much more about you much, much deeper than the book or any bio would reveal or anything like that right now. That’s. True. Exactly. I was quiet and listen. To what i learned about you, that’s, the whole point of listening learning is that you do learn a lot about a person, just let them talk and not necessarily agree disagree what they say, but just not your head from time to time to say i am listening to you and you really learn about their values, their views there, big city personality so that’s part was one of the encouragements just just listen and learn about someone, just listen, and i’m going to drive that directly to the the non-profits that were talking to in terms of listening and learning from your donors, they’ll tell you so much about why they give to your charity what it is that is special in there lives about your work, right? And when you can key on those things that you know, move them to give, then you’ve got a sweet spot and you you’ve got a method of justin simple helping them to give just that simple. Excellent well, alright, way, no there’s intersection we’re exploring, finding, picking out, then go ahead and shuffle through the a fish life with a fish life about well, it’s basically like a metaphor. You look at fish in an aquarium and their content. But they’re in an aquarium and the way we think a lot of people think is that, you know, they’re content where they are. And so i’m going to live the rest your life, living as a fish in an aquarium. Or do you really want to go through that door? Because the logo for you never know is a door it’s, a partly open door, that’s, possibilities, opportunities. So are you going? Allow yourself, just basically get into the united state of mind and brought and brought in your your world to a beautiful sea of possibilities and opportunities. No commentary e very well said, right? And i think it’s a terrific metaphor also dahna arika head it’s no, this is a great one. This is an uplifting let’s. Celebrate good times right now. That’s pretty much it for today. Everyone, we have a habit of holding onto champagne. We have a habit of you know, now i’m not gonna wear tuxedos with something special happens, you know? But i realized that and it’s kind of fun. I do. From time to time i put in my tuxedo, my wife, we we put it on and you know, we’ll just celebrate that day. We’ll celebrate tuesday, all right? At home, where you go out on your talk, we go on your evening attire, we go out and and we go out and celebrate and people looking like what you celebrate, like celebrating tuesday like and they can’t say that something like oh, yeah, you know, celebrated don’t wait, celebrate today and take the time to recognize what in your life merits celebration and there’s so much and one of the encouragements called take inventory and in order for you to basically receive things in your life that you want appreciate the things that you have already, and we take him for granted, you know, the simple things like the breath in our lungs, in the fact that we can, you know, we can listen, we can hear those simple things we take for granted as we have them all day we have every day. So if you take inventory of all the things that you have, then the other things that you want to receive or things that you want to think you want to achieve a lot easier don’t stereotype standup comics bourelly has some terrific thoughts that i think apply t the charitable sector, and certainly well beyond his book is the you never no book of encouragements, there’s, the door opportunity and below that live a regret list life, right? And while he collins is a comedian and author, and again, he stand up comic credits, all kinds of nbc, cbs, abc, etcetera and well, here, i want to thank you very much for being my first guest at next-gen thank you for having really appreciated my pleasure. This is tony martignetti non-profit radio coverage of the next-gen charity two thousand eleven conference where the tribeca performing arts center in new york city while he thank you again, you’re welcome my interview with while the collins and i want to let you know how you spell his name is w ay l ay while the and his book that you never know, book of encouragements, that first word is spelled, why apostrophe and e v a n o, you never know, and you can always find him. Of course, by just googling his name. We’ll take a break when we return. Tony’s, take two and then maria simple on your prospect plan for two thousand twelve. So stay with me. You didn’t even think that shooting, getting, thinking things, you’re listening to the talking alternative network, waiting to get anything. E-giving you could 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. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic readings. Learn how to tune into your intuition, to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. Lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio. And i’m ken berger from charity navigator. No. Durney welcome back to the show. Time for tony’s take two at roughly thirty two minutes after the hour. My block this week is share my optimism for twenty twelve i can’t help it a tte the beginning of every year. I am optimistic about what’s coming even in january of last year, two thousand ten, early deep in our recession, i was still looking forward to what was coming in two thousand ten i always feel that way, and i’ve hardly ever been disappointed about that. Um, that was last year. Well, in two thousand ten, deep in our recession. Oh, two thousand eleven was our recession. We’re deep in our recession. Even the year before that. Sam is prompting me. It doesn’t matter what year was we’re talking about, sam. I was i was still optimistic. Um, so this year, what i’m looking forward to is among many other things that you see on the block is expanding the reach of the show on itunes. If you’re listening on itunes, you’re one of roughly a thousand a little more than a thousand people listening each week to the podcast on itunes hope to expand that and also due maybe. One or two more conferences than i did last year where were on the exhibit floor like the nextgencharity conference that you heard three interviews from today on there’s other stuff coming up, so i hope you’ll take a look at that. And also, i hope even more important, in that you’ll share with me what you’re optimistic about their only already. Some comments on the block. Please add yours. You’ll find my blogging mpg a dv dot com and that is tony’s take two for friday, january sixth, the first year first show of the new year maria semple is with me maria, how are you doing? Hello, tony! Happy new year! Thank you very much. Happy new year. Maria is the prospect finder she’s an experienced trainer and speaker on prospect research. Her website is the prospect finder dot com her book is panning for gold. Find your best donorsearch prospects now again welcome maria. We’re talking about your prospect plan in two thousand twelve that’s right? I thought it would be a great way to kick off our first show together of twenty twelve so i’ve got some great tips to share and i know that you had done a a bit of a survey prior to this show is, well, do we have any results on that? Sure, we do. Look at the she leads right into the survey. That’s. Cool. Um, we’re going to be talking a little about donordigital bases, so the i’ll share one of the questions, which was, do you have a computer based fund-raising and donor management database, and about eighty nine percent of respondents do have a computer based, and then roughly eleven percent do not. So what is your advice around a. A computer based okay, great. Well, actually, i’m delighted to hear that the statistics were as high as they were in terms of organizations that are using one. Um, i hope that those that are using one or are thinking about selecting one, um, do a little bit of homework in advance, and there are some great websites to be able to help them do that. Um, as a prospect researcher, right? Or a fundraiser? Oh, our executive director of a nonprofit organization it’s really important that all those meetings that you have with prospect, all of those touchpoint whether they be through email marketing through, uh, letters that are sent out, annual appeal, etcetera, that all of that is somehow captured and recorded into some sort of a system, and there are wonderful systems out there now to do some advanced research on what to use what to look for. A couple of websites. I want to point your listeners toward, uh, idealware idea l w a r e idealware dot or ge is actually a web site that is, uh, themselves a non-profit that they helped non-profits makes smart software decisions. Um, and they actually have a page on their site. Talking about how to choose software. Uh, they have one that i noticed that was published june twenty eleven. A consumer’s guide to low cost. We have a live seminar coming up january twenty sixth of this month on choosing a low cost, so definitely anybody thinking about this for this coming year might want to check out idealware dot or ge? Um, another great site is tech soup, and this probably won you maybe even touched upon in the past on some of your shows. Tony uh, tech soup dot or ge t ch soup dot org’s great site to help non-profits so forth and you can actually get, uh, low cost and sometimes free technology through them. So both those sites would be great for doing some research and trying to figure out which system would be better. And we’ve also had scott koegler our regular tech contributor, i’m talking about don’t management software several shows ago, but it was it was on a cloud based discussion that we were having, you know, and maria, i think a lot of people just think of the one big player they think of blackbaud and razor’s edge, which is many tens of thousands of dollars to get into, and and i think a lot of non-profits don’t realize that there are enormous numbers of alternatives. Teo razor’s edge. Yeah. There are actually an interesting that you mentioned blackbaud because one of their divisions is e tapestry, tapestry, dot com. They used to be a standalone company and were absorbed a few years back. However, they are one of those cloud based type systems that you just happen to refer to, um, and also very low of low cost entry point, etcetera. So that might be something to think about. I am a stand of using something that is cloud based. I like the fact that the system is, uh, all of your donor information is not actually housed in your office. In terms of in case there’s a fire or a break in or a flood, you know, there’s so many things that could disrupt your ability to just pick up and proceed your fund-raising program. Sam wants whatever the tragedy is, you know, has has passed. Maria, let me let me interject there from the prospect research perspective. What else do you want to see in a donor management system? I want to see something that is very easy to use from a staff standpoint as well as a board standpoint. So the simpler the system, i think the better if they can’t. If a boardmember can have a a meeting with a donor or a donor prospect, let’s say they have a dinner meeting, and then they’re able to go home right afterwards, log into the system. Uh, password protected system, obviously, and record the contents of the high points of the conversation. That’s going to be extremely useful to get with, you know, like a contact report. Dahna filed right away while it’s still fresh in their mind. So i think that’s something that’s easy enough for both staff and board. Teo use obviously password protected and it’s my understanding that you can even have, you know, certain levels of information accessible as well to various people. So something that’s easy to use, easy to produce reports if you can have something that will integrate with sending out email marketing, uh, obviously something that’s going to integrate with the mail merge system of some sort that so that you can do all of your mailings right from that system and capture the information. I love that you mentioned the contact report because that is such a wealth of information when and critical. Information so that when volunteers like boardmember turnover and ceos and fund-raising director’s turnover, the institutional knowledge isn’t lost, its preserved it’s it’s critical because the donor and the volunteers, they remember those conversations, but as staff in the non-profit turns over the non-profit could lose that valuable information if it’s not preserved, right? Absolutely. It’s it is it’s very important, tony. And i know even in your work that you do with plan giving. I mean, imagine, you know, you walk into an organ is ization that has had some what of a decent say, major gift program in place? Um and then they want to introduce ah, more integrated plan getting component and then staff changes. And suddenly you have no idea what conversations have potentially taken place in the past about plan giving. You had captured somewhere it becomes embarrassing to the organization. Yeah, absolutely. You know, because the donor is going to expect that that his wishes, his concerns, his or her concerns were captured somewhere. And it doesn’t matter who he’s talking to with the organization. If it’s a new face, that new face should be well aware what that donor’s intent is for the future and you have some advice around from prospecting within, which is sort of what you’re leading to. It doesn’t have to be leading to a planned gift, but mining that database in your two thousand twelve plan, right? Something that they may want to focus on for this first month or two the year why not take a look at who your top ten gift were in the past year? Okay, whatever that that gives level is for your organization and then taken also take a separate look at what the top ten prospects have been for your organization in terms of lifetime giving. So here we’re talking about individuals ok, way we’ll get the institutions shortly, right? So what? What i’m hoping is that by being able to identify those those people, there may be some cross over there you may want extended even to top twenty, depending on the size of your organisation, but then you’ll have perhaps a nice pool of people that you can begin to think about a great cultivation plan on start putting something on the calendar, maybe a nice cultivation event coming up in the next safe um, it’s beginning of the next quarter, right? So come up with the names what the plan is gonna look like for cultivating these individuals. What the event will look like whether it should be it. You’re home someone’s home at your organization, you know? And you know, morning evening, whatever seems to be the right fit for your organization. Or maybe try both. And, uh, think about a way to cultivate those donors and elevate their gift further. So that’s a bit of reactive and proactive prospecting really combined. Let me define that. I know you don’t like jargon, ok, i was she cussed me out. You’ve been on the show enough times. I could tell exactly as she had the spurs raj and the jailers keys jingling in the background. So reactive research. You have names of individuals, you need to know more information about them. So you have no names and you need to know more about those individuals. Ok, proactive is when you’re proactively trying to come up with a completely new individuals. Ok, so the great thing about a cultivation event is even though you have individuals who are giving to you, why not encourage them to bring a friend? Bring a new person to the table who would also benefit from knowing about your organization? Maria. One of the poll questions was. How would you describe your prospect, research, proactive research, proactive, reactive or a combination? About twenty two percent said proactive, about twenty two percent said reactive, and about fifty six percent said some combination of proactive and reactive, which is what we were just talking about. We’re going to take a break right now and maria simple, of course, the prospect finding will stay with me, and we’ll continue talking about your prospect research plan for two thousand twelve. So i hope you’ll stay with us. Dafs you’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing time? Duitz a deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you 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 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. Yeah, zoho. Maria simple and i are talking about your prospect plan for two thousand twelve and i learned that we have a listener in dhaka, bangladesh. I think i know who that is. Hello. Hello, daka. Good, good. Tio, have you with us as well as there are a couple listeners in the u s also, but we should recognize our bangladesh listener. Um, maria. So we’ve talk about proactive versus reactive. What about doing some more proactive research outside of your own database? Okay, so one thing i want to make sure i set aside some time to talk about is setting up alerts. Tohave information pushed to you. Let’s. Get some of this put on autopilot for twenty twelve. Uh, let me talk about some ways to do this. If you, uh, go to google, set up a free google account, you can set up an alert, a google alert on whatever you want. That means that every day google is going to go out on the web and scour it for information related to that word or that phrase, uh, that you’re going to want to have them look for on a daily basis and they will push that information out to you so let’s google do that legwork put push the information to you and you can take a look at the search results as appropriate. Maria, how do you set those? How do you set up alerts in google? You go into google and then there is a spot where it’s one of the options going across the top. It’s not if it’s not there, they’ve moved it. Look under the more tab, and then you’ll be able to find how to set up alert. What i would suggest is, again maybe sticking with your top ten donors set up an alert on their name. Okay. Ah, and this would be a good way to find new information that might that might come up on those donors. Uh, we’re proactively if there are potential donor prospects that you would proactively like to find out more information about, um, somebody that you’re thinking about incorporating into your fund-raising plan at some point in the near future, why not start having google gathered some information and push it over to you? Also, your organisation’s name? Just a great way to keep tabs on how your organization maybe mentioned. Out on the web. Uh, newspapers have alerts that you can set up and, well, okay on, we’re still in the free category, right? We’re talking about free resource is yeah, this is all free. In fact, one of the newspapers that i like to have information pushed from happens to be my statewide business publication, and gabe is, and they actually push news headlines to me. So this is a great way for non-profits to proactively stay on top of what’s going on in their business community in their state, okay? And then have an opportunity to take a look at some of those business headlines and i’ll bet you they’re going to be some gems of information in there on some companies and business owners that they had no idea we were right in their own backyards that are actually very successful while we’re talking about alerts, how do you get the alerts? They you actually set it up so that you indicate what pieces? Well, on the business publication, they just send you business alerts related news going on in your buy-in email you mean that’s a particular email it to you right on google they e mail you the search results on whatever the phrase is that you’re interested in in researching. And i think a lot of these alerts to you can set the frequency whether you want your alerts daily or weekly or something like that. Yeah, yeah, absolutely. On google, i happen to have alert set up to be sent to me daily on certain phrases that i’m interested in keeping tabs on prospect research, high net worth things of that nature, another source that actually is foundation related. So this will help us to segway into what we want to look at in the foundation world as well for our twenty twelve prospecting plan. Ah there’s a source called foundation search dot com that is one of the foundation research sites, right? But one of the things that you could do with them is set up a free email alert. When new foundations are registered in your state, you will be emailed and alert indicating that a new foundation’s been registered. So this is a great way again. This is a pro active measure on your part. Stay on top of new foundations. New family, foundation’s being registered thiss would potentially give you an opportunity to get in the door a little bit sooner than maybe one of the other non-profits state and that you are elegant was foundation search dot or ge dot com dot com foundation search dot com excellent. All these free resource is, you know, one of the whole class went out, that one is actually a fee based. I didn’t want to leave out only because they do have that alert service within the foundation community, which sometimes non-profits are really looking for that extra edge. One of the poll questions was do you know that there are lots of free resource is for prospect research, and only twenty two percent of people said yes, and the other seventy eight percent said no, i better listen to the show. So i hope that they are doing that because we’re just maria has just given you three or so free resource is that looks like about another free prospect research tool site for your twenty twelve plan and just about a minute and a half, we have left. Okay, well, i have a bunch of them aggregated actually in a free down. Tell us where where do we get the dunlop found my website and it is a free resource called going beyond google to research your prospects so that one has a number of resource is in it. But one that i thought i would highlight. Let me before you go before you go further, let me just remind people that your site is the prospect finder dot com. Right. Okay, go ahead, plea. And what you can do is one of the resource is that i was thinking about the great toe highlight because it’ll help point you in the direction of both businesses on business. Bonem maria, we just have about a minute left. Okay? It’s reference yusa you can get it free through your local libraries. Could do it search based on your criteria, the types of businesses you’re looking for on again, this is a great way something for you to do proactively first quarter of this year and figure out a way to implement and integrate these new businesses that you find a small, medium, successful businesses in your communities. I hope that seventy eight percent that didn’t know about the free resource is are listening. Maria simple is the prospect finder. Her book is panning for gold. Find your best donor prospects now and she’s our regular prospect research contributor maria, thanks so much for being on again. Thank you so much. Happy new year, everyone. Thank you. We’ll talk to you in february. I want to thank maria simple and also abby falik charles best. And while he collins for sitting down with me in a very busy day at the next-gen charity conference and my thanks also to the leaders of the next-gen charity conference next week, podcasting primer john federico, principle of the new rules and our remote producer for this show will be with me if if you’re not listening to this show on friday, january sixth, which those of you who are now with me are doing, but for the thousand or so people after today, you already know what podcasting is because you’re listening to one, but john is gonna have is going to explain how to do podcasting as outreach for your non-profit how to get started with budget and gear and content and format and strategies. Maybe you will start your own internet radio show, but don’t call it twenty martignetti non-profit radio. 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Nonprofit Radio, December 23, 2011: LinkedIn Lovers & Your Board Can Fundraise

Big Nonprofit Ideas for the Other 95%

Sponsored by GE Grace corporate real estate services.

Listen live or archive:

My Guests:

Maria Semple, Marc Halpert, and Geri Stengel at National Philanthropy Day hosted by AFP of Westchester County
Geri Stengel, Marc Halpert, and Maria Semple: LinkedIn Lovers

Geri Stengel, principal of Ventureneer, Marc Halpert, principal of Your Best Interest, and Maria Semple, The Prospect Finder and our regular prospect research contributor, show their love to LinkedIn for research; branding; donor and volunteer management; recruiting board members and more. (Recorded at National Philanthropy Day hosted by AFP of Westchester County.)
 

 

Dennis Miller at National Philanthropy Day hosted by AFP of Westchester County.
Dennis Miller: Your Board Can Fundraise

Dennis Miller, principal of Dennis C. Miller Associates, helps you motivate your board for fundraising with training; proper expectations; meaningful experiences; leadership; and more. (Recorded at National Philanthropy Day hosted by AFP of Westchester County.)
 

 


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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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Here is the link to the podcast: 072: LinkedIn Lovers & Your Board Can Fundraise

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Dahna hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i am your aptly named host it’s friday, december twenty third, two thousand eleven i sincerely hope you were with me last week because if not, you screwed up, you would have missed facebook fundamentals with john hayden principle of inbound zombie and co author of facebook marketing for dummies he covered getting your non-profit on facebook had a start had a facebook fund-raising attract fans and integrate with your other channels, you would have also missed your fresh faced website are regular tech contributor and the editor of non-profit technology news, scott koegler shared his thoughts on your freshened up website when different handup are you on message? Trude emission, do you have your call to action this week? It’s linked in lover’s jerry stengel principle of venture near mark halpert principle of your best interest and maria simple, the prospect finder and our regular prospect research contributor show their love tto linked in for research, branding, donors and volunteermatch judgment, recruiting board members and more that was recorded at national philanthropy day, hosted by a f p of westchester county, where we were a media sponsor, and also today your board can fundraise dennis miller principle of dennis c miller associates a lot of principles on today they’re three principles, so you’re gonna get your knuckles smacked if you’re not paying attention. Dennis c miller a dennis miller principle of dennis similar associates is going to help you motivate your board for fund-raising with training, proper expectations, meaningful experiences, leadership and mohr and that was also recorded at national flandez b day between the guests on tony’s take two my block this week is say thank you before you have to make your gratitude sincere, not out of embarrassment. Talk more about that on tony’s take two. We’re live tweeting the show. Use the hashtag non-profit radio to join the conversation on twitter. This show is supported by g grace corporate real estate services, and we are grateful for their support. Right now we take a break and when we return linked in lovers, so stay with me. Dafs you’re listening to the talking alternative network. Dahna are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police crawl. Offset. Two, one, two, nine, six, four, three, five, zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com dahna welcome back to big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio i have for you now a pre recorded interview linked in lovers from national philanthropy day just about two months ago. Three people expert in lincoln sharing their love on lincoln on here is that interview welcome to tony martignetti non-profit radio coverage of national philanthropy day. We’re at the edith macy conference centre in briarcliff manor, new york, hosted by the association of fund-raising professionals westchester chapter was just a county chapter, and joining me now is mark halpert, managing partner of your best interest. Jerry strangle, president of venture near and maria simple, principal of the prospect finder and you’ll know maria because she’s, a regular contributor to the show there are seven our topic today at national flandez every day is linked in jerry single why is linked in why does it deserve a ah seminar old by itself? Why not general social media? So i’m going to first tell you what lincoln is not, and that’s not a stodgy place to put your resume. What it is is a research database of one hundred and thirty five million affluent influential people that you khun b, you know, approaching for donations. So you’re so you’re saying we can use lincoln as ah, a research tool? Absolutely. Absolutely so it’s it’s. Very simple to search. You’ve gotta form. You’re filling out geography, industry title passion. What klaus is people are interested in and you draw up a list of people that you’re connected. Tio okay, mark. Mark albert, are there other uses for for non-profits and linked another than the prospect research was ability wise? Yeah, sure. What you want to do in lincoln is you want to fill out the profile completely and thoughtfully with the right terms. The right words know what sections of lincoln’s profile are searchable. So you can get found when people are actually searching for you? Yes. And they want to go one step farther than that. And you want to make your entire organization your tire non-profit people in the non-profit and the non-profit itself look as good as you can. Everybody, uniformly. Okay, so we’re we’re scrutinizing all our employees linked in profiles. Is that what you mean for your co-branding it’s? Part of branding. You have to have the right brand, everybody. Has to tell the right story if you have the executive director who doesn’t tell the story, but the people underneath him or her who do tell the story of a disconnect, and we see that a lot with non-profits we’re trying to work with non-profits to understand this is a total package for the entire organisation, but its fundamentals are the people themselves everybody’s gotta look really good, maria simple. Well, we’re talking about prospect research, and we’ll go into more detail on that co-branding what’s another reason that non-profits should be involved in lincoln? Well, you know, you can make an awful lot of great connections in terms of looking for additional donors, allied professionals, board members for the organization so it’s really a treasure trove, rove of trying to connect with some people who are out there right in your own communities, if you are community based organization and you can do searches filtered right down to a specific zip code. For example, if you’re looking for people with a specific expertise or an interest in the type of programming and services that you provide, what can we do around allied professionals? First let’s tell people who want to keep you out of jargon jail, but i mean, if you’re if you’re in drug in jail, you’re not going to come back and be on the show again, so keep you out of there. What do you mean when you say allied professionals first? Well, allied professionals might be, for example, if you are unorganised ation like the civil liberties union, for example, you might be looking to connect with mohr attorneys right in the in your community who could be potentially great volunteers and board members for your organization. So this would enable you to identify some of those professionals in your communities who can help benefit your organization, not only perhaps, with their time, but with their money as well on dh, how do we find them? Well, there is an advanced search page on linked in and s o it is right next toothy search the general search box, you click on advanced search and you’ll come up with a whole new page to do the searching. Now this is free, by the way. We’re not talking about a fee based portion of lincoln. The advanced searches are free and the data results are really quite amazing, mark, you talkto about branding and and uniformity let’s say a little more about that cause i think it’s an aspect of social media that that non-profits aren’t paying that much attention to their thing about their message going out, but they’re not thinking about what they look like as they’re conveying messages. Well, one thing about lincoln it’s really unique, and i think it’s separates it from facebook, where a lot of non-profits are really doing a lot of work that lincoln is the audience. A lincoln is a professional man and woman who look at lincoln all day long in their business day. They might not look att facebook till they get home if they even do that in the evening so people can look at lincoln and commit to each other, work with each other, communicate with each other i have non-profits that exclusively used lengthen as their communication with their constituents. For example, a school in stanford, connecticut, they realise that all the parents in their school are professional so they don’t mess with facebook. They go directly to lengthen to have their parent teacher organization communications go out so it can really depends on who you’re trying to attract and how to convey the information. It’s branding, it’s specific, targeted communication skills and it’s, just a tremendous tool. It gets better and better every day. I think there’s new attributes toe linked in like two or three times a week, where they’re taking something they’ve had for about three or four years, and they’re just tweaking it a little more. This week. They tweaked events last week. They tweet some parts of your profile that you probably never even knew. You had to fill out our could fill out it’s there’s places to go in tow, lengthen that are not completely obvious. That’s, what the three of us do. We’re going to show in our seminar today where to find all this good stuff e-giving ending, ending e-giving. You’re listening to the talking alternate network e-giving. You could 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. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic reading learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen. Every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics. Politically expressed buy-in, montgomery, taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com 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. Dahna and i’m tony martignetti one of those commercials you heard was betsy cohen, psychic, medium that’s, he’s going to be a guest on the show on friday, february tenth, and what is a psychic medium going to do with respect to non-profits? You will have to stay tuned. If you really want to know in advance, then you can always sign up for our email alerts weekly email alerts on the facebook page. But, yes, we’re gonna have a psychic medium. Betsy will be a guest. You’re listening to my interview with jerry stengel, mark halpert and maria simple, linked in lovers from national philanthropy day at the a f p, westchester county. Yeah, if the westchester county and here’s the rest of that interview jimmy jerry what’s some of that job so excited by the good stuff on lengthen, i’m going, jerry strangle jimmy, jimmy she’s a gem, but that’s not her name. So we’ll share some of these hidden treasures in lengthen. So actually, i want to take a step back and talk a little bit about some research that engineer conducted over the summer and it’s going to be coming out within the next few weeks. Lengthen is the most underutilized and underappreciated big social media among non-profits and yet it has the greatest potential. So if you were to look at small businesses versus non-profits use of link in among socially active non-profits it’s about fifty percent using length in versace for small businesses, that’s about seventy percent. And among power users people that really, really use all social media extremely well, it’s eighty percent if you look a thie effectiveness rating non-profits have a very effective rating of eleven percent versus power users, which are thirty nine percent so a dramatic increase and the reason is that non-profits don’t get what lincoln really is and that that is a research database, so maybe seven percent of non-profits or using it it’s, a research database vs power users, which it’s about forty four percent and very few about not very few, but about a quarter of non-profits using length in to get an introduction vs power users, which i think is about fifty three percent, this is this is all very interesting cause we’re using we’re talking about using linkedin for branding for prospect research, but also for research beyond prospect research, this advanced search that maria was talking about him and the effectiveness reading that you’re talking about jerry. Now, how is this effectiveness rating determined? What does that mean? Really? So it was self reporting, it was a four point scale of of of the number one would be very effective and number four would be not at all effective. So, you know, whoever was answering the survey got to rate themselves and say i am very effective at linked in or i’m not very effective at lengthen, and if you look at other social media, facebook and twitter had much, much higher ratings and it’s that again non-profits aren’t getting powerful uses of linked in which you can use it to find board members. You can use it to find staff, you can use it to find strategic alliances. It’s not just about finding donors, maria simple, most underutilized yet most promising social media property. I would agree i would agree wholeheartedly with that, you know, i when i’m talking to a nonprofit organization about their presence in the social media landscape, for example, we don’t discount to the other avenues of social media. But then once we get into a discussion about what, what lincoln khun do, not only for you professionally but for your organization in terms of your organizations, growth, etcetera and brand matter-ness you know, in addition to having the individual profile pages of an individual, i think it’s important to note that there are the business pages, the company pages and non-profits can have a free, as they call it company page on linked in again, there you are being exposed in a professional environment toe other business professionals. And why not? Why not have a presence in that space as well as mark indicated about the search ability? You want to make sure that you have certain keywords there for search engine optimization, etcetera. So this is an opportunity for you to take advantage of another free tool to have not only your professional profile there but your organization’s business profile. Your organizational profile work. Where do we find this business page, or how does an organization find the place to create it’s business page? But i don’t think this is widely known no it’s, really not widely known, and in fact, it’s just been expanded considerably in the past couple of weeks. I just finished a five piece log piece on how non-profits can really blow out there. Not other company profile page, uh, it’s it’s, several layers deep it’s not just filling out forms it’s about thinking and using the peace of the web that is lincoln’s company profile page in an intelligent way, and telling the story of the non-profit what is the non-profit do? What of the products for the services of the non-profit offers and then under those products and services layers, talk about in detail. What does it do? How is it of any use? Why is it a compelling place for somebody wanted no more about it or give money to it? And then you can even recommend certain products or certain services of the non-profit right on the linked unpaid, so it builds. I built a lot of attention, it’s searchable. It builds a lot more credence to what the non-profit does than it normally doesn’t. Often these not these non-profits are suffering with really poor websites, and this makes the website less important, and it puts more eyes on lincoln. Where do we go to find this house non-profit leaders going to linked in islington dot com? But here she is in their own personal profile. Where do they go from there? Are you able to talk them through to find the place where they start to create their own business page? Sure, when you go into your when you land on linked in your in your home page at the top right of the home page, there’s a search box and there’s a downward pointing arrow that’s right now probably says people as you’re looking at your website because that’s at your lincoln site that’s really where, where it defaults to click where it says comes down to it, says companies on the dropdown, click companies, and then you can type in a search for any company that has a linkedin page. If it comes up with no linkedin page, which many non-profits test to see who has done this for us have have we haven’t done it, then you can add a company profile page. Think about how you add the pictures of graphics, the logo, the language, how you’re conveying your non-profit do you need help? Do you need money? Are you looking for something and ask? Don’t be afraid to tell business professionals we’re really folks, this is where the money is right now in this type of economy, ask for the help you need. Mark alpert is managing partner of your best interest jerry stengel is president of venture near maria simple is principal of the prospect finder and a regular contributor to the show, and we’re talking about linked in at the national philanthropy day hosted by the, uh, association of fund-raising professionals, westchester county chapter jerry volunteers hyre hyre can we use advanced search to help find people who are likely or even just possible volunteers for our organization? So i’m so glad you asked that question because linkedin just pretty pleased with myself. Now that since you said it all, i’ll reveal my own pleasure with it, so lengthen just added a new feature for volunteer experience and causes, so i really want to urge every volunteer every non-profit fresh inal to fill out that those fields within their profile, because that’s, the way that a non-profit is going to be able to find you, and you can be found for a non-profit that maybe you’re not aware of, but it is in your sweets, but in the claws of the passion that you really care about, so you’re encouraging an organization to encourage their they’re volunteers to fill out their volunteer section knew volunteers section and their own personal profiles that right? Correct. So i really want to encourage a non-profit to encourage every management person, all staffers, all volunteers, including and most especially board members, to fill out and blow out their profile on more specifically to fill out that volunteer experience and cause section markers were encouraging volunteers, everyone in this in the all the constituents to do this, as jerry just said, how can we ensure that there’s going to be consistency across all these different profiles in the way they describe their work or they’re volunteering with our non-profit how can we ensure consistency? Well, someone on the non-profit staff needs to have ownership of the company profile page and tell the folks who work in the non-profit or that our volunteers or a board members, the message that the organizations the whole wants to convey, each person can put that into their own words, but let’s be consistent in the eventual message that’s being put out there. The wonderful thing about lincoln is throughout the profile that you individually have you khun say in so many ways, how really special you are how people need to know more about you, there’s nothing wrong with saying that today’s social economy. So tell people how you stand out from the crowd and if you’re really pay proud of the non-profits you work for or work in, tell them how you and your non-profit stand out in the crowd, it’s simple. You just have to think it through, write you would stop short, then of of scrip eating on, giving specific language, you wouldn’t go that far. You really wouldn’t want to go there know that that becomes too stilted. I think the one thing about social media is it’s a very natural to very from the gut type of thing of expression, and this is a way that you need to tell the same message, but you need to say it in your own words. I really encouraged my clients to really express who they really are as opposed to tow a line. Maria, do you have more advice around what you’re encouraging volunteers and employees and other other constituents that are close to the organization to say in their own linked in profile? Now, i do. You know, i concur, though, with both mark and jerry, that this is an opportunity for the non-profit again to get their name out there, because if let’s say you have between your board and your core base of volunteers, let’s say you’ve got one hundred people right that’s, one hundred ambassadors for your organization that if they on their own individual profiles, indicate that they are a volunteer with x y z organization. Then again, it’s another place on the web where your organization name is mentioned. So, you know again, it’s is just getting out there getting that exposure, so it’s an opportunity for you to have yet another free venue to have to get your name out there. What else, maria? That that i haven’t asked about linked in that you’re going to be bringing the three of you going to be bringing out in your seminar later, pretty much covered it. Mark and jerry, have we left anything out? So there’s one point that i want to make and that’s our non-profits complain the most about the amount of time that social media takes and how are users? Interestingly, spend the most time twenty five hours a week on social media do not complain at all about the time because they’re getting the value out of it. And the last point that i want to make is when i got into social media, the easiest one for me to do was length in, and it was the least time intensive, so i think you’ll get the most out of length in as a non-profit what’s been your experience, geri what? What kind of payoff have you seen from? From link from the time you do spend on lincoln, i get a lot of traffic directly to venture near. Which provides webinars and free education. Okay, mark, about your what’s been your your return? I guess on lengthen. Well, i i have another business in aside from being a linked in coach and i get business, i book business actually into that business from people who find me a lincoln or refer me through lincoln. I just booked up good size piece of business out of san francisco this past week from it. One thing i want to add to a jury saying, yeah, you can think it’s time consuming, but an investment in you there’s no better person to invest in in your personal brand than to use linked in and keep commenting on things that you said that you read in information you want to convey, give more than you receive. Pay it forward talk about items that are of interest to your articles. You’ve read in a headline update, and people will remember goods stuff that you share with them, and then you’re in their eyes again and again, and people come to me and say, oh, i just saw your update. I forgot i needed to talk to you, then i think i’m back on the radar again, it’s. Wonderful, your personal page and your business. And the organization is not sitting well, maria, anything? What has been your return on the time you spend on lengthen? You know, i think for me, lincoln has really kind of served as my my repository for managing contacts. You know, we talk about all these fancy give contact management systems and so forth, but in terms of me as a business owner, if i meet somebody at at a networking event or at a conference like today and if we exchanged business cards, if that person does not have a presence on linked in, unless that person is going to make an extremely extraordinary effort to stay in touch with me, it will probably drop off, however, were on linked in. Then i’m occasionally seeing their updates, their post there seeing mine. And we’re staying front and center with each other in this world that is just so incredibly harried and fast. So again, it’s it’s an opportunity. I think mark touched upon sharing of information. It’s a wonderful way for you two if you can. As a non-profit executive, this is what i tell non-profit executives. If you can at least once a week once a week, have something intelligent to say on your update box, you may have an article to share that you’ve read elsewhere. You don’t have to make it up yourself if you’re speaking somewhere. If your organization has an event, you’re sponsoring something, this is an opportunity for you to get the word out, so that update box is phenomenal and we’ll help you can’t keep your network in the loop with what’s going on, the topic is the underutilized yet most promising of the social media properties, as jerry stengel said, linked in and the speakers are mark alpert, managing partner of your best interests. Jerry stengel is president of venture near and maria simple is principal of the prospect finder. Mark jerry maria, thanks very much for joining me. Thanks so much. Thank you. Thank you. Been a pleasure. This is tony martignetti non-profit radio coverage of national philanthropy day at thie edith macy conference centre in briar cliff manor, new york, hosted by the association of fund-raising professionals westchester county chapter my thanks to those three linking lovers that linked in triumvirate we take a break now when we come back, it’s, tony’s, take two, and then my interview with dennis miller. Your board can fundraise, so please stay with me. You’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics. Politically expressed buy-in, montgomery, taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com 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 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 big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio reminder that we are live tweeting the show use hashtag non-profit radio it’s time now for tony’s, take two at roughly thirty two minutes into the hour. My block this week is say thank you before you have to. I had a couple of businesses right and call me to thank me for being a customer of theirs, but they really weren’t showing genuine gratitude because my credit card had been canceled because the number got compromised. So these were a couple of businesses that i had automatic payment set up on, and i had for gotten about those on dh, you know, so they couldn’t get the money. So then all of a sudden they needed, you know, one of the number, and along with that request for my new number came how grateful they were to have my business. But i think at that point, it would’ve been embarrassing for them not to have said that because i had been a customer for three years with one of them and between five and six years with the other, so and that had never heard any expression of gratitude from either of them before that. So that got me thinking, you know, why? Wait until you have to say something to somebody like we need your way got to get back in your pocket to say thank you. Why not show gratitude at other times when it’s not embarrassing to not show the gratitude? And i think that has implications for fundraisers and that’s what my block post is about. So say thank you to people, whether their donors or colleagues or loved ones, whatever before you really have to say thank you, because then it’s really genuine that is tony’s take two for friday, december twenty third, and you’ll find the more on that subject on my block at m p g a devi dot com i have an interview now also from the association of fund-raising professionals westchester chapter national flats every day, and this is with dennis miller. Your board can fundraise here’s that interview welcome to tony martignetti non-profit radio coverage of national philantech thirty day where the edith edith macy conference centre in briar cliff manner, new york, were hosted by the association of fund-raising professionals westchester county chapter my guest now is dennis miller he’s, the president of dennis c miller associates. He works with leaders of non profit organizations who want a more motivated and cohesive board, and his seminar topic is how to engage and motivate your board to participate in fund-raising dennis miller, welcome, welcome, tony, thanks to be here, what’s the challenge that you see among non-profits in getting their board to do fund-raising it’s a combination of these probably the basic premise behind why boards are we’re looking to get engaged is because they don’t have the confidence we don’t do a very goodjob when we’re recruiting board members to explain up front of what we want, what we expect of them. Ah, and then the second thing is we have unrealistic expectations off our boards, we think just because we now have recruited the president, the bank, well, the vice president, business development to join our board that they know about fund-raising and they don’t, so this is both an art and a science, and i have to be taught it the other thing which i talk about, let me just stop you for sex so they might be very sophisticated in their practice in their business, very successful, but that doesn’t mean that they know charitable fund-raising it doesn’t translate, you might be the best attorney mass marking person. It doesn’t translate the fund-raising and what i help my clients with tony and what i write about in my book is sort of the ten cup theory to the investment theory and the ten cups there goes something like this, and when i was a little boy, my mom took me to radio city music hall during the holiday season, and you had to kind of go through the port authority from new jersey. It was always a guy selling pencils and a ten cup when a leg looked like that one leg on some cardboard box, and most people perceived fund-raising as begging, um, and and the biggest fear they have is a sense of rejection. So most people are terrified of fund-raising because they see it as begging and rejection. And so how how we start to look before we get to breaking that breaking that down, let’s, start about talk about something that you you mentioned earlier, setting expectations for boardmember zoho where did when do? We start to set the expectations we need to start that, tony, when we begin to identify and recruit boardmember is not after when we are looking for board members. We need to be looking for up front, you know? They have the capability of being aboard leader don’t look for the board chair when the board chair steps down. Look for the time, recruitment is the same thing with philantech buy-in friendraising let him know the expectation, let him know the kind of dollar range you’re hoping for them to make a contribution for. Let him know what you’re kind of activities with special events or how to help him open up doors and cultivate, let you know, up front what is expected. We often fail to do that. We have a sort of the warm heart theory we’d rather get you want to board any price, even if we think, you know, we don’t want to make a fun of is it might scare you off the board that’s a big mistake, because fund-raising is a critical function of boards. It’s a huge mistake, and so we get into this situation where you know he went the development. Office becomes extremely unhappy because the board isn’t helping out. The board feels very frustrated with development office because he or she is not raising enough money comes out of a vicious cycle and it goes into these russian and round around again. Yeah. Do you like to see these expectations in writing? Oh, absolutely. I i believe it. This should be actually individual boardmember responsibilities that you actually sign when you come on the board, you should sign up for anything. Everyone time you have a new term, i think should be heavily discusses, part of border orientation at a board meeting, and you kind of build a culture of not just responsibility, but you build a culture of accountability and we a sector itself, generally speaking sort of failed to do that. All right? So let’s, go back to what we were. We were on the subject of begging, though. So how do we get people to recognise board members that this is is not begging. This is giving to ah, critical mission that you’re supposed that you’re in love with. What did i do? Tony is i asked a very simple question at a border treated at a board meeting. Tell me what your top achievements are. It is amazing to me how many organizations struggle to tell you what their achievements are. You know that. So you start with the process of getting people understand that why do people really give money? And they really give money now besides they give to people, though, because they’ve been asked to give to someone they trust respect. The two biggest changes have taken place in philanthropy over the past decade or so is people now give the success not the stress and they give the opportunity is not needs. So the key to success is to begin you organization and understanding. What are yu achievements? How do you measure success? What is the value? You’ve righted a community. How do you make a difference in lives of others? Are outcomes is another way of sound. How do you measure your outcomes? And what are they? And how do you measure them? Because it’s all now about investing in your success not about giving to you distress. And when you were in that mindset of the ten cup theory, the board is not going to be engaged. Your development dahna gay so what? I teach people in both my my speaking by lectures in my books and my consultation is is how to make that transition and part of it is is a process, but it’s, how do you find a meaningful experience for the board? How do you just move the board level of participation up from just being produced shares your teaching to being a partner in a leader? How do you keep newly re examine your mission and purpose? How do you constantly strive for success when board members feel responsible for your success? They’re more likely to be engaged, okay, let’s, break some of those down the meaningful experience. How do we now? We’ve recruited a boardmember we have hopefully set the expectations correctly about about around fund-raising and that’s what you and i are talking about motivating your board for fund-raising how do we make fund-raising meaningful for the new boardmember geever when i tell people talk to people and by the way, i mean, i did this. I’m a former ceo moflow boy chair, so i i’m i’m not just a consultant. I’ve done this for myself, so if we know we know. Your bona fide okay would have had you on a few repression in your credentials. My point to your listeners that yeah, i think it’s the job of the board chair and the job of the ceo to identify the talents, unique talents, each unique boardmember has tried to find some way of bringing out that talent, given some responsibility, find a way to engage them so they feel a partnership with you, not just handing out, you know, job, job, roles, responsibilities and put him in a little box that don’t cost my box. The key to success is moving a boardmember from the founding fiduciary strategic board, the one of leadership i think when you have a leadership board and their work with you and they’re sharing ideas and sharing experiences in asking questions, what exactly can become more engaged? How are we going to get to what they’re what they’re individual personalities and expertise is around fund-raising how do we get out of the ceo and the board chair? Assess what each person is going to be good at? Well, day is start again. It starts with your expectation of fun. Okay, you have to find out. Some people is it just a conversation? You just engage people? I think it’s a combination of process. It’s it’s what i tell people time you don’t put a ten year old up a bit but played a yankee stadium expect made a home run, we have to help people build their confidence is we’ve got to find small ways of building success, the more steps foot success. It helps build their self confidence, and i find it’s all about confidence building and and we need to do and what better job as ceos as board leaders and helping develop the compass and others? It’s not the people don’t want to do it so other people don’t want to help you raise money. They’re afraid too, and they’re not sure how to do it. But so it’s about the only self confidence they do want to help you because they love the mission. They want others to love it and they want to see it thriving. Absolutely so it’s it’s about how do we how do we help other people build conquered now? Everything that i’m sorry i cut you off. But that yeah, that the idea that i think. Is important is that every a person doesn’t have to be asking for a gift. I mean, aren’t there a lot of things around? Fund-raising and everybody doesn’t have to be sitting face to face and asking for a donation. I agree with that, but i mean, that’s scares to people the jitters when you ask himto you’re gonna be asking others for gift here, i actually don’t even sometimes i want my board to be asking, but when i want my board to do for me eyes too, i want to advocate for my mission. I want him to tell their friends and neighbors how proud they are to be part of the organization. I want them to help open up doors and helped cultivate relationships. That is the most important thing that i want i want what development officer seo wants us have the board helped cultivate relationships, and you do that, and you’ll do that when you really begin to feel passion about that mission and that’s the key that’s, the key to success it i’ll be the ceo, and i’ll ask him for the gift or someone else that knows him much, but may have been a gift. I want the board to help open doors and cultivate relationships. I also want them to help identify potential, give potential. I want him to write a little personal note on the annual appeal. Hey, tony, hope we can count on you for support again. Dennis. Uh, that’s, but i want my board people okay, we start off with this fear we you know, we immediately say we’ve gotto asking us. Forget for gas that’ll come in time. We certainly may want you to ask people for sponsorships for events which was all provoc comes their bottom line, but i’m not a big proponent of actually have the board do the asking until they are ready for it until they’re mature is boardmember until we’ve built up their confidence. So we let’s, let’s, let’s break some of these down opening doors. How how can a boardmember be helpful in making introduction open indoors, hosting events or just bringing people to the agency or what? Tony there a number way, certainly bringing a friend or a colleague to a special event and let him get a chance to see the organization meet some of the people your organization, so that’s very helpful. Number two is that when you were out a meeting? Um, uh, one of your board meeting. So when you’re at one of your membership meetings or in your country club over cocteau, tell people about how much he enjoyed being on this organization what’s going on, and then one of things that is great to be able to do is if you can host like, a cultivation event at your home, maybe for ten couples, you know, five couples, some wine and cheese. Ah, tell him about the organization. Tell me want to take on a come on? The tour introduced him to the president. It’s a it’s, a it’s, a relationship building its cultivation building. That is the ideal thing. If you ask most development office that’s what you got there, boy, we’re going to break those down into we’re gonna get into some more detail. I just want to remind people that dennis miller is the president of dennis c miller associates. He works with leaders of non profit organizations who want a more motivated and cohesive board on dh. Dennis and i are talking about motivating your board around fund-raising you mentioned assessing gift potential of aa prospect how would a boardmember help with that? Well, one the boardmember may have some sense of their home values, their wealth. They may know if they’re making political contributions, they may have an idea how they’re doing economically. Not so they can share that now. There’s, you know, beyond the scope of my discussion with you, tony, today and, you know, a lot of people like maria semple, others who’s sort of evaluate, you know, give potential for people in all the different software that are out there but a boardmember if they know someone probably has a fairly good idea of what they think that potential maybe, okay, maria simple, of course dennis mentioned is our regular prospect research contributor, and we’re also going to be talking to her later today on the subject of linked in which she’s covered on my show as a contributor. But she’s on a panel today talking about linked in what about thanking donors? You mentioned that board members could be useful in that respect, how lett’s flush that out. One of the best ways that i think to get bored, engaging fund-raising is a thank dahna what? I call a stewardship night, stuart. Tonight is where every boardmember may get five, maybe ten names and it’s scripted, and so if you made a gift when it’s one hundred dollars for a thousand dollars each, boardmember is it provided a a script of calling the donor and say, listen, hi, dennis miller, i’m on the board of whatever i want to thank you for the for the gift of one hundred dollars you gave this year because your gift we were able to do the following thing, do somewhere children, pediatrics or whatever, and what it does is connect you with the person. Therefore there people like to be acknowledged for the gifts and the more likely that you mouse and thank them, the more likely they are to attribute you in the future. It sounds like the sole purpose of that call is to say thank you. Thank you. And would you make another gift? Not a tournament, if you gotta. You gotta thank him. S oh, that’s. A big way. Yeah. You’re gonna mention another well, the the the other way is obviously is you know what, with little personal notes and little letters thanking him. Um and obviously, you know, that kind of a process, but you want to when you personally don’t, but if you don’t know, have the board divide up some names of donors and make that call that you absolutely do not want to thank him for the gift and ask him for a gift that defeats the whole purpose of okay, what about for ah, institutional fund-raising so when if the non-profits going after foundation or corporate support, how khun board members be useful there? Well, one of the ways that a boardmember, um, useful, that is first we’ll take a look at who’s on the board or who’s on the executive team of that corporation or foundation that you’re splicing from, it really helps if you can maybe identify someone to say, listen, i don’t know the person, but i know the firm they worked for, and i know someone who works for that firm, so maybe we could make an introduction that’s one way number two, the border be very helpful if they can review that foundation of that corporation, their website, along with the development officer, look at the criteria of why they’re e-giving too often people. Just send in grant applications without understanding the criteria. What they’re looking for. A good automatically, you know, neglected or rejected. So that’s, kind of where i think the boy remember all complain. Talking alternative radio, twenty four hours a day. Metoo hi, i’m carol ward from the body mind wellness program. 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And on tony martignetti non-profit radio your listening to my interview with dennis miller, your board can fundraise here’s the end segment of that interview. Okay, so it’s a flesh out the details of that you would actually be sharing with the board a list of organizations and people who are affiliated with that organization to see who knows who. Absolutely. Tony, what i would do is maybe identify the top ten corporations of foundation were trying to put into our package of solicitations for show who’s on the executive team, show who’s on your respective boards and ask people, did they know anybody? Or do you think they know somebody can get to somebody? It’s really helped? Well, two pride of submitting an application if you can build a relationship. What i have done in the past is obviously, is if i know the person on the corporation or the foundation ask if we could have a cup of coffee with my client, set up a little meeting, and then usually they will say, you know, we’re not focusing this year on that, but we’re focused on this so they can help. Much weaker, you know, picked from falls. A bit better. Is it appropriate to ask a boardmember tau host events or in their home, perhaps? Or is that going? Is that going beyond? No, i think that’s a responsibility. I don’t think it’s realistic that you’re gonna have everybody you ever border fifteen people, you know, they have two or three people a year. Maybe host a little event at their home. It doesn’t have to be. Some may know major gallop. A host of friends at their home barbecue. You know cocktails, hors d’oeuvres i that’s a great way. It’s. Everybody know everybody bring five or ten people. I mean that’s. Ah, i chaired the board of ah of st joseph regional high school in mont phil for a number of years. Shared their camp st joe’s. I grew up in altum pan. My friends went to st james so my son graduate. Oh five. And you know i have people come over my house was pretty cool because at the time, mayor rudy giuliani son went there. We had a cultivation at my house. We had one at major lee anne’s house in the city. And you know it brings people involved, engage and breaks. Breaks the walls and a little bit people were probably impressed with his home, but he doesn’t own that the taxpayers own it. So actually it’s gracie mansion, so don’t you know, let’s, let’s keep it he’s no longer the resident there ever was, and he never was the owner. He was in private residence at the time. You got a crazy man, okay? Hyre and that’s another way of helping to build confidence, i think cause you’re finding something that boardmember can easily do host a half a dozen or a dozen people in their home said i think, you know, i’m kind of go over this again, the biggest thing that we fail to do as ceos, developing directors of board members, we what i’m actually think because you’re depressed, thank you should be confident doing this and they’re not, you know, it doesn’t translate, so we have to help build that competent those organizations that spent some time and energy and investment and trying to build their confidence, the ones that have the boats, powerful success, long term success, increasing donors and increasing dollars in just a minute and a half that we have left are so don’t us, what about the recalcitrant boardmember now they’re on, they’re already on the board, and they’re just not willing to help with fund-raising in any of these respects, whether it’s hosting an event or asking people, they’re just not willing. Well, the biggest thing that i do with my clients is i look at the find out, particularly i do a lot of board governing board performance assessments, do you have a re appointment process and what you want to be able to do is listen, not everybody is going to be able to host a party. I do expect for my clients that every boardmember make a personal gift annually to the organization, not so much, you know, forgetting something returned like a golf batting or gala to make a gift subject to you means now again, if you go back to beginning conversation, we had tony if there’s expectations of the boardmember are clear up front and over a period of time, you have not lived up to your expectations than i would expect that person not to be reappointed aboard. Also talkto if you go to my web site www d c miller associates dot com i have a number of articles, one is about how and when the fire boardmember now, you know, i don’t take this lightly, but there’s a lot of different ways of how you can deal with these type of board members that have some type of disruptive behavior and don’t contribute. You mentioned you’ve written books, i’ll want to give you the opportunity to plug one of your books on dh then we have to go into the outro. My new book is called a non-profit board therapist. Ah, guy to unlocking your organization’s true potential it’s available online at barnes and noble amazon and what their house dot com thank you, tony. My pleasure. Dennis miller again is president of dennis c miller associates works with leaders of non profit organizations who wanted more motivated and cohesive board. Denis, thank you very much for being against tony. Thanks for having me well appreciated. My pleasure. You’re listening to our coverage of national philanthropy day hosted by the association of fund-raising professionals, westchester county chapter my thanks to dennis miller and also jerry strangled mark halpert, maria simple for being guests that day and to the people the organizers of national philanthropy day, the association of fund-raising professionals, westchester county chapter next week there isn’t a show hope you enjoy your holidays, whatever holiday it is you celebrate, i hope you’re enjoying this weekend and new year’s next weekend and spending time with family and friends that’s really what? I think the holidays are best at his bring us together so enjoy that time in the new year on january sixth, i’m going to have three interviews from the next-gen charity conference author and stand up comic wally collins on motivation and living a regret list life. Charles best, the ceo of donors, choose dot or ge on connecting donors to the causes that they support. And abby falik, ceo of global citizen year on innovation and leadership, to create social change and also maria simple, the prospect finder, a regular prospect research contributor, will be with me. Keep up with what’s coming up, learn aboutthe show by signing up for our insider email alerts on our facebook page, become a fan of the show, click that like button, you can listen live our archive, you’ve completed the listening live, but if their shows you’ve missed and you want to catch an archive, you go to itunes, subscribe and listen any time on the device of your choice and your you’ll find us on itunes at non-profit radio dot net on twitter. You can follow me and use the show’s hashtag unabashedly it is non-profit radio follow us on twitter the show is sponsored by g grace corporate real estate services. They call themselves corporate real estate, but they do an incredible amount of work with non-profits if you’re worried about rising cost of rent, for instance, for your organization or you need to capitalize on real estate that you’re non-profit owns g grayson company provides you, and you’re bored with analysis so that real estate decisions are made with transparency and thoroughness. George grace has been advising non-profits on their real estate decisions for over twenty five years, you’ll find them at g grace dot com or eight eight eight seven four seven two two three, seven the creative producer of tony martignetti non-profit radio is claire meyerhoff, our line producer and the owner ofthe talking alternative broadcasting his sam liebowitz, a remote producer, is john federico of the new rules on our social media is by regina walton. Of organic social media. I hope you will be with me in two weeks. 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