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Nonprofit Radio for October 26, 2018: HTTPS & Does Your Website Suppress Giving?

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Ben Byrne & Katherine White: HTTPS
Do you need the security of HTTPS for your website and how easy is it to start implementation? Probably and quite. Our panel is Ben Byrne with Cornershop Creative and Katherine White from Kanopi Studios. (Recorded at #18NTC, the Nonprofit Technology Conference.)

 

 

 

 

 

 

Rachel Clemens: Does Your Website Suppress Giving?
Rachel Clemens is concerned that your website is holding you back from raising all the money you can. Are you confusing donors? Overloading them? She’s chief marketing officer at Mighty Citizen. (Also recorded at the Nonprofit Technology Conference.) It’s website day!

 

 

 

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Board relations. Fundraising. Volunteer management. Prospect research. Legal compliance. Accounting. Finance. Investments. Donor relations. Public relations. Marketing. Technology. Social media.

Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d be hit with strep. Oh, simba, leah if i had to read that you missed today’s show working virtual we talk through the issues encountered when managing remote staff technological, generational, emotional measurement, recruiting and retaining. Our panel is heather martin from inter faith family and alice hendricks with jackson river. I was recorded at eighteen ntcdinosaur non-profit technology conference and map your data to your audiences. Feed your folks the data they crave. Courtney clarke and david mask arena have identified five audience types and their data needs she’s with forum one and he’s fromthe conrad and hilton foundation that’s also recorded at eighteen. Auntie si, tony, take two who’s on first, we’re sponsored by pursuant full service fund-raising david driven and technology enabled tony dahna slash pursuant capital p well, you see, piela is guiding you beyond the numbers. Wagner, cps dot com bye! Tell us attorney credit card processing into your passive revenue stream. Tony dahna slash tony tell us and by text to give mobile donations made. Easy text npr to four, four, four, nine, nine, nine. Here’s working virtual welcome to tony martignetti non-profit radio coverage of eighteen ntc non-profit technology conference twenty eighteen we’re coming to you from the convention center in new orleans second interview of the second day of our coverage all our ntcdinosaur interviews are sponsored by network for good, easy to use dahna management and fund-raising software for non-profits my guests right now are heather martin, ceo of inter paid family, and alice hendricks, ceo of jackson river. Heather alice, welcome. Thank you. Welcome to non-profit radio. What have you wanted to be here ? How’s ? The conference going for you ladies ? Great. Have you done ? Yeah. Excellent. Okay, great. Next one. That goes good. Superlative. Have you done your session yet ? We did. We were on yesterday morning. Okay. So, it’s all relaxing now ? Right now, we’re just partying. Drinks last night. Exactly. Okay, all right. Your workshop topic is working virtual attracting and managing the best talent. I’m sure we have stats on how many organs non-profits have virtual employees. Or at least what the trends are. It’s it’s obviously growing. It’s really growing wouldn’t be here. And not only in the nonprofit world in the for-profit world as well, and especially in tech. Yeah, okay, absolutely it’s becoming it because of the technology that can enable easily to work from home, your chat technologies, videoconferencing, it’s become a thing and everyone is doing it now on exploring whether it works for their organizations a lot. Let me dive into the word, everyone not to quibble with you at all, but i was thinking generationally, are there fifty and sixty some things that are comfortable working, being virtual ? Not well, maybe we’ll get to whether they’re comfortable having virtual employees. They will get to that. My voice is cracked like i’m fourteen get that, but how about being virtual employees themselves ? Are they comfortable ? I’m over fifty, so include myself in that ? Are we comfortable doing that ? Or, you know, i think it actually depends on the organization and it’s really dependent on the organization making the employees comfortable, and so i’m not sure i don’t know if you have any stats, but i don’t know from an age perspective, there’s a very good question about an older generation being comfortable having virtual employees under the managing them, however, as being the virtual employee, i think it’s all about how the organisation sets it up. Okay. Excellent. All right, so that there’s promised them for those fifteen. Sixty something ? Absolutely. Okay. Okay, let’s, talk about it. Since since we’re skirting around it, how about comfort or discomfort with having employees being virtual when you’re over fifty ? So i again, i i think that there might be an age discrepancy in the comfort, but i also think it’s just personality, and i’m finding that when i talked to a lot of people who are looking to work virtual and they’re asking me, what can i do to go to my manager, my supervisor and quote unquote, sell them on me working virtually my answer to them is find out what the resistance is. There is part of the resistance as we’ve always done it this way i need to see my employees to know that they’re working. And how do you get around that ? Some of the key things that we talked about in our session are setting very clear goals and making sure that those goals are being met. But let’s, go to alice talk to flush out the gold. Gold setting a little. Yeah, i mean, i think that there’s not that much difference in terms of goal setting in terms of accountability for delivery, bols, that you’re supposed to be doing so used that the real issue is communication making sure you have a structure where there’s frequent communication and proof that you’re doing the delivery ble. So you’re measured not on a punch clock style of i get to work at nine. And i leave at five. And therefore i must have worked during that eight hour period you’re measured based on what is the work you were set out to do. And did you actually do that work in the time period ? I said i would do it. So if you’re a project manager are working on a program area you work with your you work with your supervisor on here, the things that i’m going to get done at a particular time. And if that’s not done that’s ah, that that could be a concerned that’s a problem, but that’d be a problem in the non workplace too, but rather than time. It’s mostly based on work product. Okay, okay. So that should apply even if you don’t have any virtual, i think one of the things we found is that working virtually is this, or managing virtually is the same as managing in an office. But you just have to be much more intentional about what you’re doing. Much more intentional about your communication, understanding that you’re not gonna have that water cooler conversation, that someone’s not going over here. Something and understand where you are in a project and b ready to communicate with those people who are not physically in the office. But the management and the psychology of the management is very similar. Okay, it’s, very valuable, you know, and make explicit. Yeah. How about attracting people, teo a virtual or attracting the right talent so that we’re comfortable that they’re gonna work in this work environment ? What do you, what you thought ? Well, there’s. Two thoughts on that that i have one is what one is that your talent pool is the entire country or world, should you see fit ? And there are wonderfully talented people in places that aren’t in the city or town in which your organization is located, and it gives you this ability to recruit from a wide place. And you can also hyre incredibly talented people from who have a wonderful life style. In a less cost of in my organization, we have people who live in a lower cost of living state than washington, d c where were based, and that allows me to provide a living wage and for my employees in that. But the other thing is just you, when you’re recruiting, you have to be very mindful of the interview process, and i think one of the things we talked about in our session was helping people figure out who these folks, how well they’ll respond to working virtually how do you do that in an interview ? Yeah, who’s best with that, heather so so some of the things that that we recommend, some of the things that we recommend is number one, we use technology as a tool to enhance communication in a virtual environment. So sometimes you’re using video comp, renting just for a regular meeting, and you’re talking through instant messenger and there’s other ways you’re using technology. So in the interview process, i always recommend that people use the technology that you’re going to require those employees to be using during their job if they can’t do an interview on skype or zoom or appearance and it’s very uncomfortable, it’s not to say that that might not be a good employee for you, but you have to be aware that there might need to be some training or development on that tool for them and no going. Into that is important when you’re hiring that person, and if you see generally a discomfort with technology that’s a pretty big red flag, or or or a red flag that you might need to overcome or that person’s not right for the position, and then the other question is some positions just don’t lend themselves to working virtually, and you have to be aware of that when you’re hiring also what are from ? Well, one of the easiest ones that we look at it if you’re an office manager and you’re managing the physical office days, it’s really difficult to be virtual when you need thio notice that there’s a crack in the ceiling where the vendor needs toe, you know, deliver something and be their way. We don’t have a tool for measuring the coffee level. Zack remotely happen. And now there’s an app for that you can probably it’s time for a break pursuing they’re e book is fast non-profit growth stealing from the start ups. They want you to see this because they’ve taken the secrets from the fastest growing startups and applied those to your non-profit it’s free as all the pursuant resource is, are you accustomed to that ? Come on, it doesn’t even bear saying it’s on the listener landing page that’s at do you know where tony dahna slash pursuant capital p for please now back to working virtual or any others that stand out to you ? I think it depends on the industry and what the job you’re doing. If you’re someone who does intake or you have to be there to welcome people into the office, you need someone physically there. There may be hybrids where sometimes people could work in the office and sometimes people could work from home. And i think thinking this through before you moved to a virtual environment or virtual job for that specific role is ki you can’t just say, ok, tomorrow we’re just gonna go virtual zoho alice, how do you how do you create this environment ? Gonna be hospitable ? Toe virtual ? I mean it’s all about culture. You have to create a culture where everyone is communicating well with each other, where people know what the expectation is on response times of communication has got to start at the top. It has to start a willingness that you absolutely to accommodate virtual employees. Okay, so it starts there and how does that how does the ceo trickling down ? You adhere to it. So rather than walking from my office into someone else’s office and telling them what i think they should know that maybe two other people who aren’t physically, they’re also need to know i will do that on a slack channel, for example. So i’ll use an instant messenger chat program, and i’ll put them all on the channel and talk to them all together at once, even though you were the mark, even if that’s the situation. Yeah, because it requires amount of discipline because you don’t want to leave people out. The interstitial conversation that happens at the water cooler can also be done virtually and that’s pretty important, too. Okay. All right. We’re going to get the tools you mentioned. Slack, slack channel. Is that that it’s ? All okay, okay. A chat. It’s. Simple chance a chance. A chance for you. You’re over my head, but i’m trainable. Alt-right i could be a virtual employees trust way. Mind of some technology challenges there, but we could get there. I’ll be there immediately. Got the radio stuff ? Yeah. I’m very good at that. I mean, i got knobs and everything in front of buttons and all. I don’t know what they do. Okay, what else ? Uh, anything else about creating the environment, making inhospitable ? I think some of the things that seem or some of the other things are making sure that your remote employees have the tools, whether it’s, the technology or even a monitor to go along with that laptop that you’ve given them because some some people who go into a new job, they’re given a laptop, they say work from home and it’s not as easy as just is your home office conducive and being able to help them think through what are the things that they need to set up in a virtual environment to make them successful and effective at what they’re doing. We talked about it a little bit about security and knowing what the security measures are. You can’t go into a coffee shop and work from your computer. Number one. Are you on the y fire you on the public wifi ? Are you on a virtual private network ? Are you using your hot spot ? You’ve to go the bathroom and your computer’s sitting in starbucks do you leave it there and ask the person next youto watch your computer while you go to i mean, we set policies around these things, especially in organizations that have a lot of regulations on data and accessibility for their information. These are things you have to think about when you’re creating a virtual environment. Okay ? It could be hip, baby what’s the credit card p c m p c i b c i okay, what do you do when you’re at starbucks alone ? You’re on you’re on a vpn virtual private network ? Yeah, you have to go the bathroom. You gotta close up. You use the diaper changing table in and you pull it down in the restroom and put your laptop on that. Take care of your business. Okay ? It’s ? Very. You know, i love the ditty gritty. This are listen, i mean, we’re all about real life here. Way need detail. You need clear policies around policies that people sign and everyone is very well aware of what the security policies, our protection use of technology. You said the company’s versus your pride, your personal technology home versus away from home. Okay, all right. Help me out here. Getting else what else belongs all this ? What else belongs in our policy ? Well, so there’s, we’re talking about there’s communication policies. How ? I mean, one of the things that we found when we first started having more virtual employees. We started as an in office, evan was in the office, and as we grew into different communities, we had employees in different cities and states than our headquarters were located in and things like when i sent an email, i just need you to acknowledge that the email resent if you’re in the office and i send you an e mail and you haven’t responded, i could walk into your office and say, hey, you get my e mail even if you’re not ready to respond to it. I know you’ve gotten it, and by five o’clock that day, i’ll get an answer when someone’s virtual and you send an e mail, you have no idea if it got lost, did it go into their spam and you have to get some kind of communication with one quick got it. So we said a communication policy that says if i asked you something or requested something, you send an email back saying, i got it, and i’ll get back to you by wednesday period the end it’s all set, and so that that you need to be very much more aware of those types of things and other community way have communication policies that go along with that. Okay, alice, you want teo or policy statement ? I mean, the security, i think, is the most important, you know, the email security, the hacking potentials. You know what happens also, when someone is let go, the lockout procedures, they have access to all of your systems, and they’re, you know, in north dakota somewhere to coffee shop, you have to shut down all of their access to things. So all of that needs to be planned at the level in the company. What are you going to do and how you handling staff with remote devices ? Can we do this if we don’t have a dedicated staff person ? And we don’t have a dedicated staff person ? Yes, face-to-face so the family says the answer is yes, okay, because are you know, we’re small and midsize non-profits in this audience, listeners. So you you on board someone with technology when they leave, you do the same thing on lee with a virtual person, you don’t physically have them there, and so you have to do the same thing you would do if someone was in the office, but make sure you couldn’t do it while they’re not physically there. How did they get your computer back to you ? Do they fedex it to you ? Are you going to go pick it up somewhere if they’re not there ? And so just those types of things need to be thought through, okay ? No. Excellent. I love the policy statement details because this is stuff you have to think through, and then alice to your point, has to be activated, implemented on from the top absolutely can’t just have a policy and ignore it. You know, if if it’s the ceo hyre it’s a sea level person whose whose distant you know, they too have to say, i got your e mail and i’ll get back to you by wednesday, everybody has to play by the same rules. There shouldn’t be exceptions or any accommodations or anything else. Yeah. Okay, um, how about let’s talk about some of the needs that your remote staff has we’ve been talking about managing the office ? What what special needs to the people ? But we only see a couple of times a year that’s a great question, okay ? I mean, i think they way it took that long, they need community, they need a partner, they need a buddy, they need to know that they’re not all alone. I’m so frequent meetings daily standup calls on dh heather’s organization native oppcoll standup called well, it’s a it’s, a phrase for a daily time when you just spend fifteen minutes sort of roll going around the company’s saying who’s doing what that day or our a team, if you’re working on a project together, you know everyone’s together on either a video chat or a conference call, or it could even be during us dahna slack channel or a skype group or a google hangout, or any type of technology that people can come together for a period of time. The more frequent that happens, the more connected they feel, and there is an issue of feeling lonely, it’s not that you’re just going off on your back room and typing all day long on your own, you need to be part of a community and part of a team. And the technology helps enable that. And heather’s organization there’s you do ? What is it a buddy ? So anyone who is new who comes on board there’s a couple things we do one is, no matter what level you’re at, you come to boston for a couple days, toe on board. You actually see physical people that’s probably essential. It’s, really ? It was one of like he learnings when i started working virtually is to know that there’s a physical person and a physical space or just seeing meeting someone face-to-face gives you much more of a connection to them immediately. The other thing we do is when we hire people we kind of give them we give them a partner. So we hyre associate director her in l a and we put them with the associate director in atlanta. This is not a mentor. This is not a supervisor. This is someone you can ask the dumb questions too. Like, how do i get my expenses paid ? Or i’m sure they told me this during orientation, but i don’t know what. To do about x, y and z and just having that person that you know you can go to is critical, especially when you’re by yourself in an office or in your home, and you’re trying to go up the learning curve of starting a new job. Okay ? All right ? What else ? Uh, anything else to be a empathetic to our remote employees again, this is a typical management. I would say this you should be doing this any time is just everyone’s intent is good. Assume that is good and there’s a good intent all all the time. That could be that that that’s going to have implications for chatting any female ? No, you can’t you’ll never hear the well, not never, but most of the communications you’re not going to hear the inflection in the person you don’t see the sometimes you don’t see the physical, you don’t see the physical, you don’t get the inflection, and so before you jump into anything or someone sent and i get this all the time and sends me an email and says i need blank, well, that could be taken in so many different ways. Are you demanding something from me did ice not get you something there’s so much in just those three words ? And so my first thing is tio okay, they have good intentions. Let me follow-up you need blank by when ? What is this for ? Get mohr information, they’re not now. They could be like you haven’t done something, i need it now and could be screaming it could be screaming at you with the default is the default is not do that and what we do actually, as we have everyone’s created communications charter that says how they like to be interacted with. And so i understand if you are one of these people who sends very short emails, i also have the flipside where someone sends me seven paragraph emails to describe one thing. And so if i understand how you interact, i could read that email with that understanding, not teo immediately assume that you’re yelling at me in the e mails. Excellent. Okay, very valuable. Are anything else ? Anything else to be supportive again ? Empathetic to the remote employees if we covered it, recovered it ? But i want to make sure we’re the only other thing i can think of is definitely getting together at least once a year with the whole team culture building wants that, yeah, it’s tough, it’s, tough in a non-profit environment where you’ve got a very tight budget, but we have prioritized and all in person meeting in boston, so we’ve got staff in california, in chicago, in atlanta and philadelphia. We make sure that we try in our budgeting process to bring everyone to boston for two days during the summer, not only for good brainstorming and thinking and strategy conversations, but also so they can connect with each other and have that community and build that in person conversation and feel comfortable with each other, and you feel like once a year is sufficient, you know, if i had the budget to do it more, i want a little longer, but all of that, yes. And so you have to take it for one of the that the tools that we talk about is the airplane. I mean, yes, it’s expensive, but it’s a really helpful tool to really get past some of the boundaries that are put up when you don’t actually physically meet in person. Alice, do you have a virtual employees also ? Jackson river, thirty thirty. Thirty. Revoting entire organization is ritual. Oh, my god. Okay, where’s, the is there a physical office ? There is a physical office with three people in washington d c yeah, but so we all behave as if were virtual. And there are many days that i don’t go into the office so in it. So you know, it saves a lot of money and transportation costs. It stays dry cleaning bills for everyone. It saves child care expenses. If you know it’s a very great way to have a lifestyle. Because yu yu have that flexibility, there’s also downsides to it. There are days that i wake up in the morning at six a, m and check email and all the sudden it’s too. And i haven’t eaten breakfast yet. And then i’m until six at night. So you know it’s a the same type of work-life integration needs to happen in a virtual environment as well as a physical office space. You know, you need to know how to take a break. You mentioned saving childcare expenses. So so the the remote employee it needs to be understood that the remote employee may not be immediately accessible right for a quick, you know, for for a last minute way gotta talk right now. So i think it’s about have something going on that is going to hold him up for ten or fifteen way try and make sure that people have adequate coverage to do their job during the day, the hours that they need to work. So we have a lot of employees that are at thirty hours a week because they want to spend more time with their families. Um, older children can be met at the bus stop and take care of themselves for a few hours in the afternoon, but the expectations of performance are still there. You know, we’re pretty high street standards of that, you know, we don’t want you to be distracted from your work. He managed the west coast versus east coast. Well, what is the west coast people have to do ? The westfield people have to start at six a m local time. I think a lot of people do different policies on that. Our policy is that you work for the day that work the business day in the time zone in which you live. So it’s, sometimes hard if we’re dealing with europe and the west coast at at the same time because the time zones i don’t overlap is, well, every boy’s in europe, we don’t have employees in your body to have clients in europe. So it’s ah it’s a situation where we have to manage that, but there are organizations that have west coast people working east coast, ours you have that way don’t have explicit policy that you work those hours, but we ask people how early on the west coast, how early would you be willing to have a meeting ? So we will not set meetings with some people ? Some people are early morning people and they would rather work from seven to three rather than nine to five, and so we’ll work with your schedule individually and so we so there are some meetings i will have on the west coast is seven o’clock in the morning, but that’s due to that person willing to do that, we have a few minutes left still let’s talk about some of the tech tech tools back-up that was i gotta ask you about slack. But what ? Black dot com how ? Do we find it or what you do for us ? Blackbaud comets, how you find it, you know, it’s it’s equivalent to skype or there’s google chat any type of chat software where everyone can log into and then there’s you can make groups in them. So the term for a group in slack is called a channel. And in our organization we have a channel for one of the channels is named lunch and if you’re going to be away for twenty minutes are going to lunch. We just take we just like everyone who’s in the company on that channel and say, hey, stepping away for a bit, i’ll be back in half an hour so we are all know it’s almost a cz though you would see me walk out the door, you know, and i instead of walking out the door i’m just telling that channel what’s happening there’s channels for each project also. So slack is a good one. Scott argast black is already a verb. Just like someone you’d like someone it’s a verbal. You skype someone you trust someone. Do you remember a well, instant messenger ? That that was a one man was that you could use that well, i was. But okay, so slack for for chatting. A quick, quick chat about document sharing is simple google docks or something better. It’s a simple a school back and microsoft has a great year. We have this product microsoft’s one dr sharepoint microsoft suite has has a document sharing software. Ah, cloud based saving system skype is now skype for businesses and integrated with it. And so we’re using that in the office and then there’s there’s a ton of independent ones out there. And it’s, whether it’s, videoconferencing or it’s document sharing or it’s chatting there’s a ton out there. And i think it could be overwhelming. And for us it was evaluating what was best for our organisation and what our upper management was able. Teo use we talked about this before is modeling the behavior you want from your staff and so getting upper management on board was key. So one of our project management software we use a sauna, and we’ve tried three or four of them and our ceo like hassan, and so if she was going to use a sauna, we’re all going to use this on you and so i think that’s really important. It’s got to be easy to use and work for your organization. Calenda ring simple is good calendar ring, yet you have any other tools besides google calendar ? We’re using outlooks calendar. Yeah, okay. Microsoft again. Yeah. All right. I think what other categories we need. Teo a video chat video is really important to scrape. A couple couldn’t do one on video with skype you khun duvette dio with google hangouts, but any time you can actually have an opportunity to see someone’s face and most of the calls we try to do as videos on dh, we find that that works really well. River again, the sense of community and if you can’t get together, that’s almost the next best thing and video has come a long way. The technology is more seamless than ever before, and so at least you’re seeing the person you might not get all of the nuance of the physical that that’s in the room. But you can see it in emotion or you can see a reaction to something which is super helpful or their cat walking of the cat we could get a lot of pets walking in front of the camera while people are on video that’s gonna be a lot of fun to talk about cats, but, you know, you have thirty virtual employees. You have fun doing it. I mean, oh, it’s awesome. Oh, it’s completely awesome is i love it. And well, you know, the best thing is that that people have really formed strong relationships with each other, they when you ask them what they like most about working here is they say each other, they say the people i’m here because i have connected relationships with other people on the team and to be able to create a culture where people feel connected to each other in a remote environment is is like, that’s the thing i’m most proud of, anything we’ve ever done, it doesn’t have to do their software product or what we’ve done to impact non-profits is the fact that we’ve had a culture of people that have had a wonderful time working and doing productive, impactful things. Jackson river always had a largest proportion of employees virtual from the beginning, when the beginnings and the culture to start about about it in the family way started as a two and a half person organization in the same way got to probably about eight to ten people in the office. And then our growth took us into different cities and communities. And that’s when we became virtual because of the growth, and so were probably half in the office in boston. And then half of our staff is outside and there’s one or two people in a city by themselves. We’re gonna leave it there. Excellent. Very much. Thank you. Alright. They are heather martin, ceo of interfaith family and alice hendricks, ceo of jackson river. This interview sponsored by network for good, easy to use dahna management and fund-raising software for non-profits. And this is tony martignetti non-profit radio coverage of eighteen ntc ladies. Thank you so much. Thank you. Thank you. Way. We need to take a break. Wagner, cps. Do you need help with your nine ? Ninety or your brooks ? Are your brooks or your books of those books ? And brooks properly managed ? Well, i could help you with the books. Eyes financial oversight in place so that your money isn’t going to fly out the door over the brook talkto wagner, partner, eat huge tomb. I’ve gotten to know him. I trust him. He’ll be honest about whether wagner is able to help you. You know where to go. Wagner, cps dot com now, tony steak too. I was at the lou costello statue in paterson, new jersey. Remember lou costello of abbott and costello and who’s on first. So what’s the connection, i hope, you know what’s on first is you’ve got to know that i mean who’s on first. Now who’s, what’s on second. I don’t know’s on third. I hope you know what i’m talking about. The connection is you gotta have some sense of history because this this comedy routine and the abbott and costello you they were from the forties, and if you want to be really successful, implant giving and you going to be actively talking to planned giving donors, you need to have some sense of history from the forties or fifties and vietnam. My video is that tony martignetti dot com now it’s time to map your data to your audience. Nces, welcome to tony martignetti non-profit radio coverage of eighteen ntcdinosaur the twenty eighteen non-profit technology conference day two we’re kicking off our date to coverage with courtney clarke and david mask arena all of our eighteen ntcdinosaur views are sponsored by network for good, easy to use donor-centric software for non-profits courtney clarke. Hello. Hello to you. Welcome. Let me give you a proper introduction. David, you could say hello. Hello, david. Mastering it from the convent and hilton foundation introduced himself. All right, david happens to be the digital communications manager at the conrad hilton foundation. And courtney clarke is managing director of user experience forum one. Welcome. Good morning. Thanks for having us kicking off. Thanks for kicking off with us. Hey, happy to be here. You’re workshop topic is data and audience connecting to create impact. Okay, let’s, start with you. David. What do you think ? Non-profits aren’t getting quite right in this subject. Like, why do we need this workshop ? To be honest with you, tell you, please beyond yeah, don’t wear really blunt with the arika there’s a lot of data collection that’s happening in the nonprofit sector, but people don’t really do anything with it. There’s like a statistics where it’s like a very, very small percentage of non-profits you do something with data ? And, you know, for example, there’s so many data points that in any day, that non-profit collectibe we have overload, i mean, really was data over there’s like there’s, like this just beautiful dash was like, what do we do with this ? You have to stay close to michael, okay ? All right, so we’re overloaded. So courtney, what we’re trying to do and have you had your workshop yet ? Yes, we had it yesterday, so you’re on the downside. Yeah, this is easy for you. So what you were doing and then ? And what we’re going to do now is trying make sense of data that well don’t feel overloaded. Well, it’s, it’s mostly around communicating data and really being clear about who your audiences are when you’re doing that cause we have identified five different data, sort of consumers or data people who will consume your data, but they all need different amounts of information, different formats. So for example, like a data consumer, this is like an interested person in the public. Maybe they’re a news consumer. They don’t have a lot of domain knowledge always, and they don’t have a lot of data skills, so what, you’re giving them is going to be very different than, say, a policy maker or a date. A producer. Okay, someone who’s more in depth in the details of it already knows, has has a yeah, you’ve identified let’s. Take it from there. We’ve identified five different audiences. Is that right ? That’s ? Different, different types of audiences. Okay, what are what are the five ? We should start there. Yeah. That’s okay, what ? Five ? I’ll start. Okay. The next one. So data consumer two and then three e before there’s a ping pong tournament here. But we’re not. We’re not going out today. Okay, fair enough. So first is i mentioned the data consumer. This is i hate it when people say general public, because here you’re not really targeting everyone in the whole world. So let’s be a little bit more specific news consumers, people who are already interested a little bit. Okay, okay. Like i said, not a lot of dough mean knowledge. Not a lot of data skill. What you’re calling this group the data consumer. So this is the person you’re like scrolling through your news feed you’re looking at your phone. Ahn, do you see an instagram ? Post or something on facebook, or even in the press in the news. And what do you see ? You see an infographic that’s, simple right language that’s easy to understand. The point is very clear. That’s for the data consumer. They don’t have a lot of power, but there are a lot of those people. Okay ? Hey, name another one. The next one is the data actor. So this is who everybody is targeting. This is decision makers, policymakers on dh. These folks may have some domi. Knowledge may have a lot of durney domain knowledge, but they don’t have time. So even if they do have dana skills, the ability to analyze and understand massive amounts of data didn’t have time to do that. They have analysts who are helping them do that sort of thing. But very important people. They have the staff, they have the cloud. They have our policymakers decision. Is that right ? Yeah. Okay. Okay, david, just give us our remaining three. So, of course, to consume someone has to share it. So you got a date ? A promoter. So these were the bloggers he got you get the journalist. The advocacy for folks. This software developers, the entrepreneur. So these people are the ones who are, like projecting that data out there so that the consumer and the actor be able to see that. And then you have the analyst, which is very, very important a lot. You missed this one too. It’s, like now i have all these data is beautifully being shared out being read, who in a way is a domain expert, this staffer that’s going to be able to analyze and help advice, what to do with the data. And then finally, the researcher you got, you know, these air, the phd folks, these are you know, i was talking about like jin ho was their learning officer, that comet and hilton foundation she’s a researcher, and we recently did a site visit nairobi, kenya, for one of our grantees, shopko shining hope for community and they have rich, rich data they’re collecting around there, committing kibera and compare, by the way, is the largest of informal settlement in africa and think about, like, a size of, you know, central park in a compressor that seven thousand people and there’s so much data that they’re collecting about the community and helping them with their health care and, you know, with an education and such and community services in the way when she’s taught dana, she was just, like, drooling all over it. But she’s, like, i want to do something that and she’s such an academic she just wants to, like, basically designed something around it. So these air, like the data modelers is with the academics of phd folks that will help let’s take the data to a new level. Alright, much so our audience is small and midsize. Yeah, non-profit twelve thousand. So we’re talking a lot of people there in small, small and midsize shop. Yeah, they need to identify which of these audiences they’re talking to some some may never be talking to to the researcher, right ? Or the or the data actor. They might not be doing lobbying, so they may not be. So you have to identify which audiences you’re talking to, right ? You guys hear me ? Okay. And your headsets ? Yeah. Yeah. Okay, good. I don’t hear myself too well, but as long as you hear me, ok, you have to identify who you’re talking to you and then okay, so so i guess we’re going to get through now there are different data needs different ways of conversing about data with data to each of these different audience that’s right ? You don’t have that, right ? Yes, we’re mapping needs and method to the five different audiences and the knowledge that they have tio and the time, right ? So i mentioned the policymaker. They may have some expertise. They don’t have time right on time, don’t time like the researcher. Whereas the researchers, like, get out of my way. Just give me the spreadsheet, all query my own database, okay ? And then also in the spirit of being totally honest, so they have to be honest with yourself who you’re going to deliver the data to, like. If it’s your board, it’s your board and it’s. Okay, you know, and some people are like, oh, this is only for one very specific orders and that’s. Good, you know, because they’re being very, very honest with yourself. Okay, very good. So let’s, start with the ones that are most likely for a small and midsize not to be talking. So certainly data consumer. Yeah. That’s your nose. Your nose could be your donors. I know you’re not calling your donor’s, maybe even just board members. Okay ? Data actor. Maybe it could be any decision maker that could be your board as well. It could be. It could be your boss. It could be somebody who is influencing budgets influencing programming. This is the person who has the power to make a change. So it’s therein you figure out which ones were going teo so they’re they’re in data promoter. That could be a journalist. Yes. Right. So that’s potential. The analyst remind me. What’s what’s the likelihood of a small mid size shot talking to the analyst sometimes yeah, for smaller medium non-profit portable. Forget it. Yeah, yeah. Bonem altum but scale that xero scales up now we’re not going right. We’re not going treatable, but let’s, just talk about it, okay ? I think what i think what’s different, though, for smaller midsize non-profits is that the people listening may be the ones doing the analysis themselves. They may not have a supper analyst. Okay. Yeah, and many came from currently hilton foundations. They get smaller foundation. And a lot of us were multiple hats. So someone might be liberta both, but yet, yet they still move every important. Okay ? They’re all in. Okay ? Yeah. All right. So what do we do for the data consumer ? How do we have a retailer to that audience ? Yeah. They’re a couple of key things. That’s. What we need. Yeah. So one is use plain language when you’re communicating to them, they may not know who you are, what you do, why it matters. Plain language is really key. Sometimes people get a little too marketing me. Sometimes they get a little too research. E you need to be able to say what you want to say in a really simple visual with some simple language like you’re talking to your friends. Yeah, we were at a dinner party. You’ve got ten seconds to explain what this is and what matter-ness schooling for. Graphic. That will do it for you or something like that, right ? Or even just like a data point point. Okay, we got to take a break. Tell us, for pete’s sake, think of the companies you can refer and start asking them that’s the first step. Well, actually, the first step is watching the video. Then you start referring the companies and talking. To them, you’ve heard the testimonials from the charity’s. You’ve heard the testimony from the companies. It’s. Time to get that long stream of passive revenue for yourself. Start with the video. That is the first step video. Is that tony dot, m a slash tony tello’s. Now back to courtney clarke and david mask arena from eighteen. Ntc what’s. The summary. Yeah, and a couple of that with something you mentioned visually could be motion. Could be a visual visualization of data. It could be a story. It could be a video that couples with the data because just it’s. Just a lot more impact for when you, when you when you pair it, but okay, let’s, start to make sense. Your data consumer is gonna be a lot more interesting story then your analyst or your research eggs ? Absolutely. And during our session yesterday, there are people in the audience who talked. We talked a lot about how we paired data with stories because the narrative makes it so much more riel, it elevates the people that are actually being affected by this data. So there were some great stories about that. Okay, okay. Back-up let’s, go to the well, anything else about the consumer ? I mean, this is this is this is probably our largest constituency. Yeah, so i think the other thing is to be clear about what action you want them to take because your data should support that action don’t just and and actually that came up from an audience member yesterday who said people weren’t being moved by the data and so that’s why they started pairing it with stories and once somebody gets hooked and they feel those heartstrings being cold or they feel that passion rise that’s when you gotta capitalize and be really clear what the action is, whether it’s donating, volunteering on asking for more information yeah, signing up for the male daughter, give us your new gives your email yeah, and think about the safety step back a little bit this like you have to identify goal, like whether you’re trying to accomplish with this data set and it would help you help you with to decide like what to share in how to share that welfare that’s always important place to start gold. What was the purpose of this, exactly what we’re trying to move people and then we try to move people to do and then be clear about exactly called. Okay ? That’s, right ? And the goal is the hardest part. Frankly, knowing the goal is the hardest part. It’s on so simple, but it’s like that ask why five times you got to get to the real root of why you’re doing this. All right ? We’re talking about our actor actor. Okay, refresh my recollection, who’s, this decision makers, policymakers, people who are going to make the change that you want, sir. Yeah. Okay. Okay. How do we talk to these people that data. So the format is briefings sometimes it’s in the form of a press release. They need, like, think about a policy maker who has a staff and maybe they have to vote on a bill or make a decision. The staff member is the one who’s calling non-profits calling agencies and saying what’s happening in my district around this topic. So being able to slice your data by topic and location is really valuable to these folks and getting this summary out and again the action. What ? Why does this matter and their actions going to be different than the consumer ? Usually you’re looking for a decision, a vote, something exactly what you want to say more about the actual, i think something that’s adjustable something that if you could package it for them, like staying here, the key takeaways from this a swell, you know, think of this, like, you know, you know, working the communications team. And, you know, we provide press kits for people. And if you could provided that, you know, so so they could easily digest and help, um, guide them through the decision making process, i think will be the key. Okay. Yeah. Okay. And i guess also keeping in mind you you may not be talking to the principal. Yeah, right, right. It could be a staff staff, something. Usually it is so it’s. Gotta be it’s. Gotta be so your your urine for always going through someone to the decision maker way don’t love that. Right ? Twice removed, twice removed from your there once removed from your data. Yeah, it happens. I mean, that’s what ? Any communication, though. Anytime you’re putting something out, somebody could take it. Andi at their own commentary around it. That’s what ? The data promoter that’s a that’s a benefit in a risk, right ? Because they could date a promoter could be multiplying. Your audience is your audience, but they could be putting their own message. They could be manipulating the data in a way that may not be true to it. But, you know, were you everybody has had, you know, that journalist didn’t get the quote quite right ? Yeah, you are taking over simplification exactly. If the press often has to do to make something interesting to readers, you know, put in a headline. Yeah, yeah, and the promoter should also think about, like, segmenting looking if they could do, like, a more targeted in a way, like, if they know specifically that they’re going to try to communicate. Teo, i think they’ll be the key as well. And you get to know your trusted data promoters, right ? You know, the journalists or the bloggers are the advocates who you trust, who you align with the messaging around. So identifying those folks or maybe you don’t know them and you do a little research and you find out who you are, where, wes, you need to know within your sector who the influencers are. Absolutely yeah, i get a little bit of research. Goes a long way. Yeah. Back-up how do you feel about the standard press release ? Since we’re talking about the audience of promoters, we’ll be sending it to either of you have, ah, opinion on press releases. Are they outdated there ? Some school of thought that press release is dead. But it’s it’s still being used is using it. You’re still using journalists say they ignore them. Yeah, andi, and honestly goes back to relationship building, you know, like in communications, that our primary key is build relationships with with journalists. So when our press release passes through their deaths, they’d be able to, like sick. Oh, let me take a look at this and then dig deeper into the story for us. Just a little more let’s. Talk about building a relationship with a journalist before you want them. Tio, take some action for you to write about you in to quote you on that day’s breaking news. Yeah. How do we build that relationship when we don’t have a need ? But, you know, we want to be in front of the person. Yeah. I mean, honestly, like i just it’s a good old fashioned relation building, you know, you have called them, reach out them email and called, you know, like you have no agenda, but i mean, this marketplace exactly you often cover way. Have coffee, exactly. What a concept. I mean, like, i’m also part of communications network conference, just another communications based non-profit unconference and a lot of journalists attend that and it’s a great opportunity, this plate, this form and ten is a another great form to meet people like i would add to that you need to be you need to understand that audience and you need to be curious about they have their own set of requirements that they’re trying to meet. They’ve got an editorial calendar there. Boss has told them what topics to focus on. They’re looking for. They need they need to youto help them connect the dots. So maybe don’t start with the ask, understand what they’ve been working on for the last month. What stories ? What topics ? And then being able to which, which, by the way, does not mean ask them what have you been writing me out ? It means doing your research before you do the outreach, so that you know, so that, you know, you’ve shown that, you know, you show that you’ve taken the time to know what their beat is exactly not just asking you what do you write about lately ? Well, it’s in the paper buy-in there dubai it’s on it’s, on the site, in the research, and then and then what are you working on next or what’s ? The story you’ve been dying to write that you haven’t had the chance to there’s always a good answer for that and there’s a great conversation starter, especially like imagine putting yourself in their shoes, you know, like someone just roundly wants to have coffee with you, but you have no idea who they are didn’t even do any sort of research like and, you know, you have very, very busy schedule, and you have multiple crowdster headlines like we just need to remember they’re people tio don’t waste their time any more than you would waste. Teo spend the time with a potential donor. Exactly ask them what you’re worth. You’re not gonna ask them things that you want to know already write, write, write what is it about our work that he loves ? Well. I’ve been giving to you for fifteen years, i think it’s, probably in my e-giving history, you know, don’t waste people’s time exactly, but but it is important to build relationships with exactly these influences. Okay, i would add to that there channels are largely on social media. If you talk to any journalists, they spend all their time on twitter. So if your twitter gene is not great it’s time it’s time. Learn what hashtags there using. Follow those channels, see who they’re following. See what they’re talking about. A great way to do research on also how to start to engage early on, even if it’s just observing. Okay. Okay. Very good. Okay, so i want you. I want to spend more time on that. I want to check my mike. Want to make sure that everything is good here. Okay, a little insecure about the way i sound. I don’t know. I sound you don’t sound good to me, it’s. Not okay to you, though, right ? It’s ? A little soft. Like i can hear myself. Really ? I could hear myself, teo. You don’t hear me. According to richard it’s. Not as clear. Yeah, in-kind okay. And give. Myself a lot more volume. All right, now, my too loud. Ok, it’s. Good. Allright. Thank you. Time for our last break. Hoexter give quote, i compared a bunch of companies in my search for it hoexter donate company and text to give is the best hands down. They have b been beyond helpful. I can’t imagine anyone doing this better exclamation mark end quote that’s lauren bouchard from global commission partners in clermont, florida. Satisfied ? She is with text to give you will be, too for info text npr to four, four, four, nine nine, nine. We’ve got several more minutes, and here they are for map your data to your audiences. Let’s, continue the analysts. Right. Data analyst. Refresh our recollection. David who is this ? So this is the data expert this’s. The staffer that’s or consultant ? That would help be a read data. Okay, and analyze it for you, like they be in a foundation. Now. I like the way i sound better. Okay ? Like they’d be a foundation program, officer. It could be. Is that an example or no, i’m not necessarily. I mean, it could be a learning officer for the foundation meeting the one. Who’s like analyzing all the learning and data sets. Ok, he could be a data manager, you know, within an organization. Where would you ? Where would you put a program, officer out of foundation ? Someone who’s evaluating your grant proposal. Where ? Where would they fit in these audience ? Most like, i mean, it’s a little bit of both between the consumer and the actor, to be honest with you, because they’re both a decision maker. So they’re going to read the data and they’re also going to get this just like, okay, this is how my program is going and here’s how i’m going to act upon it. And here’s how i’m gonna adjust my strategy with it. Okay ? Yeah. All right. So, let’s, go back to the analyst. How do we, uh, david ? You keep going. What do we do with this ? How do we talk to the analyst with our data ? Go. No. Gosh, just give it all to them. Honestly, rod, they love him. They loved it. They love spreadsheets there. Said if they see a string of numbers, imagine like matrix type of thing. They’re like oh, my gosh, this is habit. Okay, okay. Yeah. It’s that simple ? Well, they have, i would add that they usually have the domain a knowledge. Do you think of a policy maker ? They haven’t education expert on staff or they may have an expert in international relations it’s that person who knows the domain quite well and feels comfortable digging through the data and furthermore to add to that, too is like if he providing which your goals and what your strategy is for and what they’re trying to provide the otherwise they’d be able to help you got guide you through the breeding process say more about that ? Yeah, what shit a little bit, so think of him like, you know, like, if i’m like, if i am se the heather communications in the foundation and i’m like, i’m gonna talk to a data analyst we’re trying to accomplish x can you help me read through this day that what types of data sets can leave first collect and what’s up days says comey can provide so they’ll be able to accomplish that goal, then they were able to narrow down because otherwise they could they could. You stand in any sort of ways, but if you provide some sort of direction or gold. They’re able to, like filter things a little bit better for you. Okay, yeah, very good. Really good. And our last left audiences the researcher buy-in courtney yeah, the researchers are get out of my way and give me this red sheet they the like they may scan through your infographic, your visualization, your query tool. But really, they’re going to build their own query tool. They’re goingto grab that they’re the ones who are in sequel making pivot table like they’re doing all of it. Okay, we have jargon jail on twenty sequel i think people will know, but i’m going to pivot table. Alright, excel itself. Okay, sorry, i’m taking a data analytics class so i’m learning this stuff, so i’m excited to be able to talk about it just dropping, dropping top, but, yeah, i imagine you’ve got an excel table that is so large that you can’t open it x l can’t open it. That is what these researchers are are working in and they’re very comfortable working in and they’re the ones who may even be collecting data as well as analyze sing it for themselves, so think of it like a like a layer deeper than unless they got analysts who may rely also some visualizations. And of course, like a deep amount of pressure. But these guys are like they’re just like neck or forehead, deep of like numbers and data, and they want to do everything themselves. Yeah, yeah. So one one important thing here we have worked on a number of data projects and for non-profits or foundations any group who wants to attract many of these audiences, the keeping with researchers is you have, like, the get data page or sometimes we’ll put it in the footer and it’s, like, just download the excel spreadsheet because i keep saying it, but you got to get out of their way. Just give them what they want, okay ? Okay. We have, like, another minute and a half or so do you have tools ? And, uh, in your description, you mentioned choosing the right data tools. Any tools we can introduce briefly that you like, i mean, to be honest and this is like, tio, you get off being out of keeping it will be really hash tag riel here, please place if you’re old website have google and alex installed. I mean, you’d be surprised how many webs are out there and smashing non-profits believe that twenty nine, twenty nine percent of them are using do or not. Okay, okay did not have google and licks and police bare minimum do that and they said, like have i think the fun ? Nothing is like have goals, you know, before it was like before you venture into the day the world ? Yeah, there is there’s a great study that every action did called the state of non-profit data. And you can it’s from twenty sixteen. But it’s a great read a page i recommended. Okay, we’re gonna leave it with we’ll leave it there without recommendation. All right, all right. They’re courtney clarke, managing director of user experience at forum one. And david mask arena digital communications manager at the conrad hilton foundation. Courtney and david. Thank you so much. Thank you so much. Pleasure. This interview along with all of our eighteen ntcdinosaur views sponsored by network for good, easy to use dahna management and fund-raising software for non-profits. Thank you for being with non-profit radios coverage of eighteen ntc next week the buy-in bitches getting buy-in from your leadership. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com, responsive by pursuing toe online tools for small and midsize non-profits data driven and technology enabled. Tony dahna slash pursuant capital p well, you see, piela is guiding you beyond the numbers. Bradunas cps dot com by tello’s, credit card payment processing, your passive revenue stream. 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Oppcoll hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. We have a listener of the week, marcus t coleman jr he tweeted, if you work for work with or support non-profits you should give twenty martignetti is podcast i listen insightful and practical interviews, marcus, thank you so much for that insightful, impractical that’s. Um, but that’s that that says it, i mean wonderful and magnificent would be would be called keeping cubine tra in context with the superlative culture that we have but insightful, impractical. I do appreciate that. Thank you very much. Non-profit radio is in the white house with marcus because he works for the white house office of faith based and neighborhood partnerships. So cool he’s at mt coleman jr marcus, thank you so much for loving non-profit radio very appreciative. Congratulations on being our listener of the week oh, i’m glad you’re with me. I’d be hit with book arai assis if you wormed in with the idea that you missed today’s, show increasing your donor retention, keeping the donors you have saves money and increases efficiency over acquiring new ones to replace them. We all know that retention tactics coming from rachel clemens, president of creative suitcase, and sean dole’s, vice president of mission advancement at y m c a of austin. We talked at the twenty sixteen non-profit technology conference and social media for year end amy sample ward returns from maternity leave with social strategies that close out your twenty sixteen and align with your critical fourth quarter fund-raising she’s, our social media contributor and ceo of inten, the non-profit technology network on tony’s take two new non-profit technology conference fund-raising videos responsive by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com, and by we be spelling supercool spelling bee fundraisers wee bey e spelling dot com from the non-profit technology conference. Here are rachel clemens and sean dole’s talking about donor welcome to tony martignetti non-profit radio coverage of sixteen ntc the non-profit technology conference this interview is also part of ntc conversations. We’re in san jose, california, at the convention center. My guests now are rachel clemens and sean dole’s that’s very nice wave wave to sean metoo dignified coming from austin you’re supposed to do who you are. Right, it’s. All right. Rachel is president at creative success non-profit communications firm. Creative suitcase. What did i say? Creative success also. Creative success. Very successful case right there. All right, let’s. Try it again. President. Creative suitcase non-profit communications firm and sean dole’s is vice president of mission advancement at the y m c a of austin. Welcome, rachel. Welcome, sean. Thanks, feminist. You’re very welcome. We’re going to get to your topic on dahna retained shortly very shortly. But i have to shout out the swag item for this interview, which is from phone to action and a cardholder for the back of your iphone. Of course. Peel off the adhesive and stick it. Stick it to your phone, and then you put your phone toe action business card in it or your subway metro card or your whatever other drivers license, et cetera. Very practical. Goes in the swag pile for today. That’s our ntcdinosaur pile it’s pretty good. It was bigger, but it got stolen overnight. You believe that? I had an auntie. I’ll score through the scarf. Got scarf. You can’t trust these non-profit folks know who’s after hours i was here, so i was. There till six. Thirty oppcoll okay, come back and see us increasing your donor retention, rachel, when we not getting quite right, some i’m not imputing all non-profits and all practices, but what are some non-profits not getting quite right about some of their donorsearch practices that are leading to too much attrition. So the reason we want to talk about this today was we work a lot with our clients to dio urine strategies or giving campaign strategies, and what happens is a lot of the times were doing the strategy we’re doing the design, and then we asked, what you going to do to cultivate these donors after the fact and there’s not a good plan for that. So what’s happening is they’re working a lot to get new donors in the door, but not necessarily working to keep the donors that they’re getting right, which is a problem. We have very high attrition rate right? Right? I’ve heard as high as seventy percent. You have you have a different number? Yeah, we have it. The number from bloomerang that forty three percent comeback for three percent fifty. Fifty seven percent. Lost right still over. Has still high. Yeah. That’s. Terrible. After all that work, i feel like it should be, like two or five percent, right? Yeah. Only because you know how much, shawn? Because we know how much it costs, of course. Toe replace a donor than to retain one. Right? It’s it’s. Infinitely more efficient to retain that donor. Keep them happy. Yeah. Okay. Okay. Uh, let’s. Jump into some strategies. My voice just cracked again. Like thursday today. Jump. Okay. Reverse puberty. Twelve years old. Yeah. One of your wanted someone a reading from the recession description to expressing gratitude. Stewardship? What can we do better around stewardship? Let’s, start with you, sean. Well, i think first and foremost, you have to have an organized plan, and then you have to execute on that plan. You have tio be judicious. It has to be realistic in terms of its sustainability. Dahna it has to fit with your level of resource is whether it’s cost or staff time. It’s gotta be realistic. So you got you gotta. You gotta create the plan. Then you gotta execute on it. And you know if you can do that. You will see a tangible result from it, and and you have to be flexible along the way. Sometimes you you have the best intentions with a plan. And then reality gets in the way. You have to adjust your not going toe get to everything on your plan. Maybe. Or maybe you try something that you intended to do and it’s not working the way you had envisioned. You got to adjust, but donors will recognized the effort made to thank them, too. Communicate the impact of their gifts. They recognize that in it. And it is that that appreciation is manifested with recurring donation. What what types of things? Rachel belong in our are our stewardship plan strategy, right? So i think the first place is what are you going to do? What? The tastic tactics you’re going to put in place? So is sean mention thanking them so cumulative. Thank you’s, both online and off. So you might look a email strategies, impact videos, any sort of mfa graphics that might be appropriate to show impact. You also want to think about, huh? Okay, basically, the reason you want to do a lot of those things is that you want to remind them why they give in the first place. So thinking about why they might have given segmentation is also something to think about. So when they give the first donation, why are they giving you might ask them what particular focus area they have so that you can do many campaigns to them around those focus areas moving forward, so there’s air some tactics, and i think another key point is is personalization. To the extent that it is possible your organization’s may have thousands of donors, but to the extent that you can cut through and have a one to one communication to them that says, tony, thank you for your gift. Here is how you have made an impact on someone’s life, including if if we know if they’ve if they’ve given it to a certain campaign, right? We’re certain program recognizing that and and and i realize we’re at a non-profit technology conference, but in this day and age, something as traditional as a hand written note or a personal phone call such kari carries considerable currency and can be some of the most effective forms of stewardship that we could do. I’m a big fan of handwritten notes there, so they’re more effective now, then they then they were twenty years ago on the y has the benefit of having children as part of their after school campaign, so they’ll use kids will create bookmarks as part of can’t arts and crafts project. Hey, we got another arts and crafts project for you were making book bark, so we’re making placemats and we get a thousand kids making place mats and then we turn and we share them with our donors and anecdotally, those air, some of the most effective stewardship pieces that we create, people say our love, this bookmark it puts a smile on my face every time i you know, i’m flipping through the pages of my favorite novel, retouching of course it’s sweet it’s, handmade child made made in the usa what’s not to, like made in austin, texas. That’s. Right? All right, all right. What else? Stewardship meet such a broad topic? How else should we be thanking our donors and in the process? You know, as you point out, rachel were cultivating them suddenly for their next gift. So what else can we say about stuart, i think another thing to consider our reactivation campaigns or win back campaign, so for example, if if you’ve got a large database, but you’re not getting a lot of engagement from that database, segmenting those those donors in the database that you would consider an active so you would define what makes an active donorsearch o r there’s someone who’s given in the last year, they opened our emails, click right? You take the enact of bunch and you take them through reactivation campaign. So basically, you say, hey, we haven’t heard, you know, we haven’t. We’ve missed you. Um, we’d like to re a connect with you or this is the last time you’ll hear from us, and at that point you’re asking them toe op back in you’re not asking them to opt out, you’re asking them to say, i still want to get information from you on, but once you do that, you can take him through sort of a re welcome siri’s or something like that that would basically re engage them, get them interacting, opening things again before you go and ask for money can go it’s, not an effort, teo ask for money right out the gate. Okay, so it’s more just trying to get some engagement. Yeah, show that they’re still interested. Okay, okay, education. Re connect them to the cause. You’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy. Fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti, dot com that’s t i g e n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. And, you know, from the outset, i think they’re several different ways you can approach this categorically one is kind of short, medium and long range, you know, the immediate recognize mission, the immediate thank you letter or communication, it goes out then what’s going on what’s going to be going out on a monthly or quarterly basis. Other other ways to conceptualize it are the online versus offline, you know, there’s a handful of things that, you know, like i mentioned the note, the phone call, you know, in in our organization, we recognize major donors by hanging banners in our wine say facilities might walk into a gymnasium or a swimming pool area, and you see a big banner on the wall many, you know, museums or schools have different sign inch opportunities so there’s there’s, you know, and then they’re they’re all the online tools now that are available. There’s obviously, emails where you can communicate impact stories, whether it’s us, short form digital videos, your email, communications, social, social media where you’re recognizing a donor through your social media channels. Dahna you’re doing much with the video in this in this category there’s a stewardship and cultivation we we do it in a way we do a lot, and it about two years ago it became ah, strategic focus for us. When we saw that, you know, we could send out an email that would have lines of lines and lines of text, and it would have a certain sort of open raid or click through rate, or we put a video there and the, you know, the open rates or the quick through rates were astronomically hyre so would much rather quick on the video watch it even if they only sit there for thirty seconds or a minute. So we put a big emphasis on video. And so we we created dahna a program that we called project fifty to which was essentially a goal of creating ah video and sending it out once a week, fifty two weeks a year that would communicate some ass aspect of impact and who was the scent, too? This would be sent to two donors or specific segmented groups within our within our donor or within our stakeholder based people that might have expressed a specific interest in water safety or childhood obesity or family that we don’t you know, we like most non-profits we don’t have tens of hundreds of thousands of dollars to buy advertising, teo, tell these stories to the community, so we had to figure out cost efficient, cost effective ways to get these stories out. And so that’s one way that we’ve done that another way, you know where i was trying to regional it sounds like you had yeah, look like you want to say something e o i was actually going toe have him speak about how they’re doing thank you videos for their donorsearch i was the other piece of it that in addition to that, we’ve done some very, very simple. What were we no budget videos using a phone smartphone? Yeah. Ah, where we take a group of kids that summer camp we give him ah poster that says, you know, thank you, mr jones, for making our summer, you know, remarkable and, you know, it’s a one minute video that you then personally email to this major donor doing the video just for that person just for that person. Yeah. And that on social it took a minute to do that video and we were we would do twenty of those videos right to made me obviously, if you’ve got thousands of donors, you can’t do it wrong, but your major donors and it can make a huge difference. They share that with their friends, their family, and then they’re going to love that, and the production value doesn’t matter if it’s in this day and age it’s accepted, i have i have a lot of guests who say low production values find its sincerity right, hart, authentic genuineness, authentic that’s what that’s, what really grabs people not you know you don’t need to make a makeup lights. Yeah, they’re used to cat videos. I mean, we’re fine this’s that moves us, it doesn’t have to be high production value, too, to be enormously moving and a great, great choice, okay, anything else around the thank you’s? The gratitude i would just add one thing coming from a visual communications background is to make whatever you’re producing to make it his visual or as compelling as you can. So there’s a lot of especially in austin, we have over six thousand non-profits there’s, a lot of noise in our space sustaining out can be tricky e-giving people, things they can engage with or that looks like something they’d want to share goes a long way just that visual communication is really important. I think sometimes it doesn’t get the web is visual. Yeah, people stand, they don’t read you kidding this thing’s going to click video? Yeah, i think the other thing too back-up actually one of the things that’s most crucial and dahna retention is actually making that first give really simple and really easy. So making the give process online like if they’re going to come through your donation page making sure that donation page the user experience on that page is optimized for your user where they don’t have to think too hard. They have to do too much work, making it super simple no again making it visually interesting. Maybe you add delight factor. There’s organization called saturday place has a great little donation feature. You hit their donation page and is very visual. You have a sliding scale of dollar amounts so you can play with it and see how the impact changes. Oh, so you slide the scale and what happens is little pictures. Yeah, there’s little icons. The change. And so it might be like apples, so you’re you’re providing lunches for saturday place or along the other side. They have they have different categories so you can provide basics, which is the lower dollar amounts or at the very high end, you can provide futures so that i mean, wow, right, that’s pretty cool. So and so, as your slideshare seeing different icons? Yeah, you’re seeing them change based on what you’re giving her. What the impact is wonderful, it’s really good, you know, the other piece of that is at the entry point designing your systems so that you can collect information that will help you. You segment to your donor’s mohr, effectively, whether you are using an offline old fashioned pledge card that maybe has a section where people can indicate what areas of focus our of of key concern to them or in your online donation page, maybe pull down menu where they have the option of selecting, you know, identifying that, you know, out of school time or or educational enrichment is of your concern to them then subsequently, when you were we’re going through your stewardship plan, you can maybe segment that group and share some some impact stories with them that are particularly that air going toe particularly speak to that to that audience so segmentation personalization, but designed that into the process from the very beginning. Okay, surveys could be valuable there, too, if you have maybe you haven’t built into the to the process where you have some donors for whom maybe they didn’t answer the question or you weren’t doing it then. But, you know, simple, like five six question surveys i’ve heard this a couple of times from a few different guests easy, you know? But you have to keep up. You have to keep your promise if they say this is the programs i’m interested in or i only want to hear from you at holiday time, you know, don’t get them in february when they talked about, you know, december, their preferred month. I think people can also use their thank you pages after a donation as a way to get some of that demographic information. So for example, they’ve just given to you, they just engaged with you. Maybe you don’t want to do it on the front end in the donation page section because you’re worried about having more fields or whatever the case may be. So putting those making that thank you, paige, work for you. You could try testing. You know, some of the segmentation questions after the fact after the way they don’t have to open a separate email survey. You know, maybe just put it right there. Could test how many d’oh. Okay? Because the reality is, the more questions you ask up front, the more boxes you require them to check the mohr attrition. You’re going ritual saying make a donation process simple. Yes. And after now, i’ve given my gift now that was thoughtful enough to ask you, how many times a year to our do they want? Do i want to hear from them? What times of yes, the moment they feel best. Right? Right? Yeah. They’re feeling great. And they’re giving moment. Yeah. That’s. What? It could be a valuable test. Excellent. Let’s. Move. Teo yeah. I had a plan for an implement. Sustainer sustainers campaigns. We talkabout reactivation kapin about your sustainers program. What do you we know how valuable those are, right. Month after month. Just giving five dollars, twenty dollars? You know, whatever. I think the keating house, any plan is to have a plan. I mean, truly that’s where a lot of it breaks down. You know, you might have a goal to make. Increase your sustainers but it all comes down to the processes that are underlying, you know, foundation for making those things happen. So making sure you have ah, you know, a marketing template that you can work off of that you’re building a plan every time you’re getting stakeholder input into that plan, you could probably speak more to the actual implementation. Well, like, you know, in one instance, y m c a. We have facility members. We have what is essentially a sustaining member ship, that we will mark it several times. You really emphasize that toe where somebody would be paying, say, an additional ten dollars a month on top of there, traditional y m c a membership dues, right? And so in in, in order to recognize them, they get a special membership card that they swipe every time they come in, they get a special shirt there’s several other ways that we recognize them had become sort of ah, conversation piece for them and in a continual reminder of their support for the why i will run several very finite, you know, tightly plans many campaigns throughout the year like one around water safety coming up on this time of year one is we approach summer camp one is we approach after school care one at the very end of the year and will utilize the segmentation there so so that we’re only hitting those audiences that indicated we cared about water safety we cared about, you know, you know, the summer in richmond, right? And so we’re not creating donorsearch a t hg where, you know, a single donor feels like us you’ve you’ve asked me twelve times this year to give you money, you know? Wait, ideally, maybe we’ve asked them twice on specifically for the program save right expressed interest in yeah, again segmentation, yeah, for the sustainers thing i think one thing that’s interesting if you look at the younger audiences, you know, they grew up paying for things monthly, and they’re used to streaming video and paying eight dollars a month for netflix, so i think thinking about maybe how you khun specifically target that age demographic for sustainers might be an interesting test, you know, like and in it there they’re used to self where is a service? You know, it’s sort of the same model, but in non-profit world? Yeah, just excellent. Yeah. You’re right there in the habit of yeah, of being just routinely build. Okay, we just have a couple minutes left. Something about anything more around. Oh, you have some ideas about digital automation deciding which tools are best for you. So, yeah, i think the thing about data and if you’re gonna have a plan, you’re gonna be able to track and measure that plan, right? So sean always says garbage in garbage out if you don’t have a good database that’s pulling in accurate and good data, then you’re not going to get very far. Eso we you know, we talked in the session about before you look at features for databases, really looking at what your needs are, what your goals are, and you need to make sure that if you’re in development, that you’re talking to the communications department as well, you’re dahna programs anybody that’s going to touch that data needs to have some upfront say about, well, how they’ll use it why they want it. What it’s going to do for them? S o before you look at features really looking at needs and goals, what are the paint points? What the problem is you’re trying to solve with this new data base, you know? And then the other key point there is, once you have the database in place and you’re able to extract data creating reports that are meaningful that you can use in actionable way. So in other words, we create report cards, so to speak, for each of our facilities for the campaigns they run as well as for our association, where we’re tracking dahna retention, we’re tracking, you know, major major gifts, number of major gifts, number of gifts under a thousand dollars. We have all these different metrics that then we can we can analyze and see what kind of patterns emerge and then use that information. That’s really it’s not anecdotal, it’s, not a gut your level hunch, it’s riel. And then we use that to formulate strategies that will improve our performance in the next campaign. So then we owe our major donor, you know, level percentage, major give percentage. Was down. We want to formulate some strategies that are going to address that little things like that will help us create riel pathways for improvement in the future. We got some templates were goingto have up on our where slides live ones, a marketing campaign temple and then someone in the session as sean to share templates for the report card. How can we share these there at creative suitcase dot com slash sixteen and tc? Okay, they’re also in our collaborative notes, okay, people here here for people who are here subscribed to ntc conversations, but otherwise creative suitcase dot com slash sixteen and t c you okay and what’s their marketing template. Yeah, one is, ah, word template is a marketing campaign template, so it’s, like, what are we trying to achieve, who our audiences is, what our risk. So it basically ask all the questions that are hard to get to on your own sometimes seem just fill those in. It talks about tactics, you start running with that, and then shawn, is it excel docks? E think it’s actually a word i have to look and see, but well, it’ll be a template for for establishing a report card for your campaign performance that’ll be in the same place. Okay, that’s a great resource. We’re gonna leave it there. All right? Sounds. Thank you. Alright. Rachel clemens. Sean dole’s. Rachel again is the president of creative suitcase non-profit communications and sean dole’s, vice president of mission advancement at the y m c a in boston. They’re both from austin. Sounds that’s rachel too. Thank you very much. Thanks for having us over sharing. This is tony martignetti non-profit radio coverage of sixteen ntc the non-profit technology conference. Thank you for being with us. Social media for year end with amy. Sample ward is coming up first. Pursuant, they’ve got another free webinar for you. Upgrade your best donors today, it’s with pursuant consultants chris taft and christian priest and they will help you identify your donors who have capacity and interest in doing more for you. Maximize your resource is to engage the right prospects and fine tune your prospect visits it’s on tuesday, november fifteenth at twelve central and to register you go to pursuant, dot com under resource is click webinars and that when again is upgrade your best donors. Today we’ll be spelling spelling bees for non-profit fund-raising spelling bees with live music and dancing and stand up comedy and spelling monisha lt’s raising money for ugh, these air ideal for that because fund-raising is but this is all about is great fun, but it’s fund-raising as well. Check out their video we b e spelling dot com now it’s tony’s, take two, i’ve got more non-profit technology conference video interviews for you these are all on fund-raising donorsearch vase growing your sustainers revenue byway non-profit times just had a recent story from blackbaud sbi pecan unconference something like triple digit revenue hikes from sustainers, and they’re quoting chuck longfield who’s, the chief scientist at blackbaud, also a non-profit radio guest, all the smart people around non-profit radio s o sustainers revenue very, very timely and smart email marketing and dahna retention, which is today’s interview, but you could watch the video. They’re all from the twenty sixteen conference hosted by the non-profit technology network. Of course, my video on the beach introduces thes four videos and has links below it’s at tony martignetti dot com. And that is tony’s take two. The phone just rang and i know it was amy sample ward, maybe step award. How you doing? I’m doing well. How are you? I’m wonderfully thank you. Let me give you a proper introduction. Our social media contributor and ceo of inten, the non-profit technology network. Her most recent co authored book is social change any time everywhere about online multi-channel engagement she’s that amy sample ward, dot or ge and at amy r s board are for renee. Of course. Welcome back. Of course. Thank you. I’m glad to be back. Yes, that we did chat, you know, briefly on the three hundredth show, but now you’re officially back from maternity leave. Congratulations again. It’s. Wonderful. Thank you. Yeah. And and on that show, which was july twenty ninth, little lauren lewis was three months. That was his three month birthday s. So now, he’s. Just a little over six months, right? Yeah, exactly. Outstanding. Eso excited. So exciting for you and max. Wonderful. Yeah, it is exciting. And it is crazy that he’s six goes fast. I heared from all my friends who have children. I don’t know, personally, but my niece and nephew it does go fast. Yes. You have a little ah, little baby anecdote, little baby, orin louis anecdote. You want to tell her anything? Ah, that his peculiarities or anything? You sure? You know, i think every baby is different and he’s got he is certainly a product up his parents. When we meet up with other people that have babies, he is the only one who is constantly trying to talk, try to like, touch and engage all of the other big its crew. They’re all just lying there looking at him. Multi-channel he’s trying to talk to boys multi-channel engagement strategy has seen a lot of ourselves in him already. Cool. All right. That’s. Great. Multi-channel engagement. Listen. Seventeen ntc registration seventeen to twenty seventeen. Non-profit technology conference registration just opened. I note way want encourage people to go to that it’s an outstanding conference registration just opened three years ago on the first, and we’re already at record response. So we know this is going to be a really big ear. Excellent. All right. Just, uh, just he’s. Just this, like, weak or not? Even what? Today’s the fourth, right? So just in three days, you’re already ahead from this time last year, three days in last year o ahead from any year, yeah, standing, congratulations. Okay, so people goto and ten dot or ge and then i don’t even know do you have to click on the events tab? But now it just opens it and take you right there on the stage and ten dot org’s okay, go to the conference for pizza, but this one is in washington d c right? Yeah. It’s in washington, d c march twenty third through the twenty fifth and you know, dc is always our largest year whenever we go to d c because so many organizations air there or have partners there and feel like, you know, they’re they’re used to travelling there, so we know we always plan for the years that were in dc to be the biggest we’ve had, but it’s always like the biggest we’ve had until that year, so we know this year will be kind of the record that we’ve ever had until sometime in the future we go back, but yeah, it’ll be it’ll be fun. We’re planning all kinds of fun things. For this next-gen outstanding, always lots of hundreds of smart people speaking and it’s a very smart conference. So go and learn how to use technology wisely wiser in your social change work. That’s cool, i said, we want to talk about some some strategies that you have for year end social media um, and before we before we jump into, like, different strategies, i would like to start with how to evaluate whether we’re doing the right thing or not through our social engagement strategies. And you like google analytics for that? Yes, i mean, i think the biggest thing both kind of tio, this piece that you’ve brought up and more broadly to the idea of social media around you’re in campaigns it’s so frustrating and dishearten name to me when i see organizations or talked to organizations who are, whether it’s a you’re in campaign or any other time of the year and social media is like a compartment of itself it’s over, you know, on one side, and then you have, like, all these other people and and channels that you’re working on the campaign, and i feel like that’s, just setting yourself up to seo. Social media is invaluable toe, right? Because it’s not even a part of your plan and it wasn’t part of how you thought of the strategy, and it was only later that you were like, oh, gosh, we have this campaign going on let’s tweet a bunch about it, but that’s not that’s, not integrating right disintegrating social media into your campaign, you know, that still an after thought, and i think, um, just recognizing that you wouldn’t say, okay, we’re going to launch this fund-raising appeal for the end of the year, and we’re not going to tell anyone who’s going to work on the e mails related to it until, like, the day of, well, you would never do that. So why’re you doing that with all the social channels, you know, here don’t make social a step child? Thanks. Well, just don’t make it a separate no don’t help integrate. Integrate. Yeah, yeah, right. So so in our planning way want to build in analytics? Yeah. Okay. What? What? What advice do you have around specific? You are l’s? Or how would you like us to do this? Yeah. There is a lot with with google analytics. That you can do i mean, first, i always think you should go into planning campaigns with some sort of information already. So looking at your google analytics before you start planning your campaign to say, okay, gosh, what parts of the site are people using? I’m sure many organizations have a donate page that’s up year round, you know, our people even going to it to the rest of the year if they’re not then putting your year and campaign information on that donate paige is probably not going to get a lot of eyes right because no one’s going that way. So do some of your homework before you start planning using google analytics looking how people are using your site, but then also, you know, google analytics separates out traffic, evaluate what kind of social traffic you have for us, say direct links, which a direct link is often you know, that you sent him emails and someone had a direct link into your sight. We have to search or anything, so figure out what that incoming traffic flow is like now, because otherwise you’re going to spend planning your campaign, you’re going to want you and be like, oh gosh, we have all these people visiting our website. Well, maybe you already had that be visiting your website. You know you’re not gonna have anything to really inform your evaluations think doing some homework first on how people are using this i and also how people are getting to the site if they’re coming from social channels, they’re coming from email so that when you plan, you plan with those pieces in mind and then once you’re running the campaign it’s really not difficult, and there are plenty of resource is if if you want some step by step guides on using google analytics to set up what are called campaign girls so that you can instead of just always writing, for example, and tend that order, you can have a longer you are all that is still just sending people same page, but that girl has some important code, innit for google analytics, so it knows this is a link that you’re only using on social media for this specific pain, you know, here’s a different version of that code in that girl that you’re going to put in your email and that way you can say okay, we’re all obviously sending people as much as we can to the donate page or two, you know, to the ntc page. Um, but we’re able to look in guru bilich cincy, okay, a lot of the people that are coming are coming from social media, and those are the ones who are, you know, staying and going to the register page, etcetera, and then these folks coming from email, you know, they’re not coming as much or or whatever the situation is, but using the campaign you or else we’ll help give you so much more information about who’s responding, who’s coming to that page and how they’re taking action, okay? And it xero so it sorry, yeah, you’re you’re monitoring where they’re coming from and where they’re going to all in that bowling, that girl because of where you because we were in place because where you place it? Yeah. Okay. Okay. Brilliant. Okay. And there’s, of course. There’s tons to be said about google analytics. I think i think i’ve got an interview from one of the ntc on google analytics. I know we have one on google adwords, but separate. I know there’s. We could i know we could do ours on google analytics. Oh, totally. And like i said, there are resources to help give you some step by step if you’re new to using it. But it’s google analytics is free. You should be using that, and it does not take on incredible amount of technical knowledge to get it set up. You just have one little line of code you need to add to your website, and then your account is activated and you and you could do all this tracking. Yeah. Okay. Okay. Any you mentioned resource is do you know any off the top of your head that you can recommend? Yeah. I’m happy tio tweet a few and sent him to you to post up with the the archive. But with the takeaways, i could put him on the facebook page. Okay, you know, if you’re okay that you could do that? Sure. Um, okay, is there any other point you want to make about the analytics before we get into actually doing the campaign work? Well, i guess the last point that i’ll make kind of to wrap it back up to where we started is that if you don’t do that homework at the beginning to create some sort of benchmarks when you launch the campaign and you’re trying to kind of report out to staff or even your board about how well it’s going it’s going to feel really arbitrary to say, one hundred people from social media donated, right? Well, great. What is that compared to before the camera? That, yeah, so do that homework so that you could be informed in your planning, but also so that you can kind of report against that benchmark, you know? So so you’re reporting makes sense and has some context. Okay, very good. If we’re going to do this as part of a campaign, then we need to have consistency across all our all our channels, right? Yeah. I mean, one thing i always think about just in our own planning it and ten is that regardless of the age, demographic and regardless of the channel, that the donation comes in. So even if somebody is going to write you a physical check, the majority of people still go to your website before they make that donation. So even if they are following you on social media and that’s where they saw the ask and they’re going to do it online donation people are still kind of following up on your ask and and what it is that you’re potentially working on before they donate. And so the the huge opportunity there is to recognize that you’re not necessarily always going to know where they saw that ask and what is it? What other piece of your work they’re evaluating? So creating some consistent experience around that is huge, and it doesn’t take a ton of work. Most organizations are already going to create some sort of collateral or brandy material for their campaign, so making sure that you have those same images in the right dimensions, right cause, of course, every platform wants to have its own particular dimensions, but so that your facebook banner, you know, has an image that reflects your campaign. Maybe you are, you know, to use a pretty standard example for your ad campaign there’s, a family that you serve and you’re telling their story in your appeal letter, right? So making sure that maybe a quote from that story that’s really compelling as a standalone quote is in your facebook, the inner and your twitter banner has a reference of the same campaign. So wherever folks are kind of touching into the campaign and then moving around to evaluate if they do want to donate their there, seen the same, uh, appeal. Not that it’s, like exactly the same image over and over, and they’re just getting sick of it. But you’re within that same world of the campaign instead of heading over to your twitter page and having it be about your last event, hate and it is completely unrelated and doesn’t speak to the same thing. Okay, very good. Tomorrow, let’s, go out for our break, and when we come back, i’ve got live listener love. Of course, the live love has to go out and me, and i’ll keep talking, including integrating offline, you’re offline support for your social support for your year end campaign. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. Lively conversation, tap trends, sound advice, that’s, tony martignetti non-profit radio. I’m melanie schnoll begun managing director morgan stanley philantech management. Melanie schnoll begun is next week’s guest for the hour all right, the live listener love it’s gotta go out it’s all over the world. It’s amazing. May where we’re starting, we’re going to start a broad protest it i don’t know if i’m saying it right. Testy romania love it kayman jin germany guten tag the live listener love goes out also to norway. We can see the city but i really don’t want to mispronounce it g et u p h e norway live listen, her love to you philippines we got craze on city. Istanbul, turkey. Milano, italy, seoul, south korea, on io haserot, of course, comes a ham nida also ottawa nation’s capital canada. Checking in ottawa live listener love to you, iran. I’m sorry. We cannot see your city. But we know that you are with us. Coming into the u s st louis, missouri, rosedale, new york, binghamton, new york, new york, new york. Unbelievable. New york. Thank you for that new york love it’s going out to you. Thank you for bringing it in. It’s going out, including new york, new york. Love that. Thank you. College station, texas with us live love. Eugene, oregon not oregon. I heard i was on a bus yesterday, and somebody said she was taking jetblue to oregon and i wanted tap on the shoulder corrector no it’s, oregon, eugene, oregon live listen, love going to you okay? And, of course, on the heels of the live listen, love comes the podcast pleasantries because how could we not say thank you to its really its more than ten thousand now? The numbers are going up it’s more like twelve thirteen thousand i make it official, but i want to see if it sticks before i start boasting, but we certainly have had shows where they’ve been twelve close to thirteen thousand listeners. Yes, is that consistent? Not quite, but were spiking. So podcast pleasantries to the many tens of thousands one point three, ten thousands listening. Thank you so much. Whatever activity you’re doing whenever you listen in your time shift. Thanks for being with us and the affiliate affections to our many am and fm station listeners throughout the country, including in oregon, i mentioned yugi eugene, oregon live. Listen, love, we’re on a station in salem, oregon, so if you were listening on one of the am and fm affiliates affections to you. Thank you so much, kayman sample ward. Um, here we are and, uh, let’s move along to ah what’s your next you threw out another strategy. Go ahead. What else? You want to talk about social media wise for our year end campaign? Sure. Well, i think one thing that we’ve seen organizations kind of struggle with or unnecessarily struggle with that kind of stumble with is how to balance their own kind of full year and campaign with these e-giving days that are now more prominent so e-giving tuesday often is happening kind of in the middle of people ar e having their own urine campaign, and then sometimes towards the end of the year, sometimes at other times of the year, you know, different states or regions have their own kind of local giving day. And so how do you balance all the effort that goes into, you know, even just a single giving day and having visibility and donors on that with what we’re already running for six weeks? Kind of an end of your campaign, and i think that that is tricky. I think it it requires planning. For that day, when you’re doing your full end of your campaign, if you’re going tohave, you know, six weeks is your end of your campaign knowing okay in week three e-giving tuesday is happening, so is there may be a version of our campaign ass that we want to reserve, as are kind of giving tuesday version of the ask so that it feels like, you know, an opportunity to make an additional asked during the campaign that otherwise maybe would have felt like too many asked, right? Because you’re kind of taking advantage of that day versus feeling like, you know, okay, we’re going to create a whole separate giving tuesday campaign. I think organization should try to be really realistic about their capacity, because e-giving days in and of themselves take a lot of effort, and your primary effort is probably going to be your own and of your campaign, but not necessarily completely avoid it. If it is something that’s going to give you a little bit more attraction, or like i said before, an opportunity to maybe make a different version of the ass that gives you one more touchpoint during the campaign, so planning is important and also being realistic about what your team can do, you know, you maybe, you know, maybe you need to pass on giving tuesday or something else in your in your year and strategy, you know, be realistic. I mean, you know, it’s the same thing we’ve talked about so many times, like shiny object syndrome, you know, in in the social channels, no, you can’t do everything in your year end campaign that you might like, so plan and be realistic and, you know, obviously get the get those the input of the people who are going to be doing the work one i think the other part about being realistic there is that for, you know, the vast majority of organizations that bulk of donations for your end of your campaign aren’t coming the first week of december, they’re coming the last week of december. So the timing of giving tuesday as the tuesday right after thanksgiving may not be the most high traffic time or your donor’s anyway. So thinking about that, too, do not have unrealistic expectation that, you know, that’s going to become your your bigot e-giving day now, and if it isn’t you know what? What do you want on giving days that made on giving tuesday? Is that a day like you said, you know, to skip because for your community it’s not worth it? Is it for your community an opportunity to maybe make a really small, ask and get people that otherwise wouldn’t give to give just ten dollars, and then you can ask them again before the end of the year? You know, i think there’s different ways to kind of use giving tuesday as a test for your community, but for most organizations who are running a full end of your campaign that’s just going to be one little blip in the longer campaign, it could also be for something smaller and non non non financial, maybe it’s, maybe it’s a signing of a petition or maybe it’s volunteering, maybe maybe use giving tuesday is a volunteer recruitment day. Totally, i think that’s a great idea because it led people deal like they’re still participating in that day and they’re still contributing to the organization, but maybe those are the folks who wouldn’t give for soon, and they’re not going to otherwise respond to ask, yeah, and so leading up to giving tuesday and and that day, you’re taking a little break from from from the money asks, and then you get back to it. Okay, um, okay, anything else you got in that? In that respect? Um, i mean, no, we could we could talk. I mean, i want to be conscious of time and talk a little bit about offline, too, because i think a few great pieces from the interview earlier in the show today, okay, let’s do that. Okay? Like, let’s, go there, the piece about cards, you know, and thinking about those riel physical touches that make make it so much more meaningful. Um, i’m such a i’m such a big such a big proponent of the hand written note on dh and the small card that you can do, you know, you know, you don’t starita blanket and a half by eleven inch page on your on your screen and feel like i have to fill it with words for the next forty forty minutes. Yeah, it’s one or two sentences on a on a little note size card and then a matching envelope i mean, hand written envelope it’s it’s enormously touching me. Sean dole’s, sean and shauna. Rachel both said it, but yeah, i’ve been a fan of that for a long time. It’s quick, it’s, genuine and sincere and it’s uh, extraordinary. It just doesn’t happen anymore, so you’re standing on when that we’ve tried is specifically when it comes to kind of year end things, of course we love at and then we love sending cards and stickers and things all year round, but when it comes to the end of your things picking a threshold like fifty dollars or five hundred dollars, whatever is your makes sense as a line for your organization and saying, ok, anybody at that number above is going to get a handwritten card and then because that takes slightly more capacity, but then we’ll also pick a day, usually before people go off line for the holidays so, like, you know, maybe the seventeenth or the eighteenth of december and anyone who was donated by then we divide up among staff so that every staff person only has, you know, eight or twelve people, and everybody just called to say thank you for donating doesn’t ask for another gift, doesn’t the purpose of the call is just to say thank you and, you know, as you can imagine, eight times out of ten, you’re getting a voicemail anyway, because people are at work or whatever, but we get such incredible response. From people saying, oh, my gosh, you actually called to thank me for it just donating because otherwise donating is pretty human list, right? You just goto you got an email, you went to a website, you, you know, putting your credit card like you didn’t interact with anybody. So being able to have a card or a phone call to say thankyou makes it feel like we saw that you gave that gift right? And that i think, is a really powerful thing is that people have people recognize that someone’s paying attention, right? They know that i made this gift and i am seen by this organization. I think that for a year on campaign, when there’s so many messages out there and, you know, so many different competing asks it can make people really remember you that’s where we have to leave it outstanding. I agree the offline on, and it is fun. It could be a lot of fun. She’s amy sample ward, ceo of inten at amy sample ward, dot or ge, and at amy rs ward. You still got it. You haven’t lost it since the spring loved having you love having you back. She’s gone already you believe that you hung up on us? I think you’re cutting all the way cutting out so i don’t know if i could say anything ever having. Very welcome and i was saying you didn’t you haven’t lost it since the spring next week. Next week, as i said, melanie schnoll begun how to appeal to high net worth people also next week please vote whoever for it’s important. Get out, please vote. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com the beseech got lost the past couple weeks. I don’t know what happened to beseech but it’s back if you’re not responsive by pursuant online tools for small and midsize non-profits data driven and technology enabled, and by we be spelling supercool spelling bee fundraisers we b e spelling dot com. Our creative producer is claire meyerhoff. Sam liebowitz is the line producer. Gavin dollars are am and fm outreach director shows social media is by susan chavez and this cool music is by scott stein. Thank you for that scottie with me next week for non-profit radio big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe. Add an email address card. It was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five.

16NTC Videos: Fundraising

Fundraising video interviews for Nonprofit Radio from the 2016 Nonprofit Technology Conference (#16NTC), to help your charity raise more money for its social change work. The annual conference is hosted by NTEN, the Nonprofit Technology Network.