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Nonprofit Radio for July 20, 2018: LinkedIn Marketing

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My Guest:

Marc Halpert: LinkedIn Marketing

Marc Halpert returns with ideas from his new book, “You, Us, Them,” for promoting yourself and your nonprofit and attracting the people you need.

 

 

 

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Duitz hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host this’s show number three, ninety nine next week is four hundred win a brand new studio, so we’re welcoming well, welcome us to the show i get to the studio first time in the studio with and we’ve got a wonderful in studio guest as well to inaugurate the new studio experience, and i’m glad you’re with me for it. I’d get slapped with a diagnosis of brick, your radio prayer itis if you unnerved me with the idea that you missed today’s show linked in marketing, mark halpert returns with ideas from his new book, you, us, them for promoting yourself and your non-profit and attracting the people you need durney steak to be part of our four hundredth show next week we’re sponsored by pursuant full service fund-raising data driven and technology enabled tony dahna em a slash pursuant by wagner, cpas guiding you beyond the numbers wagner, cps dot com and by tell us turning credit card processing into your passive revenue stream. Tony dahna em a slash tony tell us my pleasure to welcome back marc halpert to the to the show and to the studio he is owner of connect to collaborate. He spreads his length in and networking evangelism to help others better explain their brand positioning on linkedin. He’s a linking trainer, speaker and coach. His book is you us, them linked in mark i’ve to take a breath before this you, us, them linked in marketing concepts for non-profit professionals who really want to make a difference longer than the book you’ll find him at connect to collaborate dot com and that’s with a number two. And at mark helper and that’s marked with a c so it could also be read at march albert like he was related to her about the jazz. Do you want to on jess? But no he’s at mark helper. Welcome back to the studio and the show. Mark alpert. Thank you. Somewhat. What a pleasure. Come a little closer to the microphone. To that house are our listeners. Can all hear you very well. And you call me anything you want. March alpert more job and have more children. Many things. Okay. More jumper did not among the worst of the moster and i’m glad you took that big breath to read the subtitle it’s a long one, but xero search engine optimization and marketing, i presume it’s jealousy which you’re about to assume that these words are important now i s o you have been on the show. You were the first time on the show was december twenty third, two thousand eleven so you were near beginning. We start in two thousand ten. But you were pretty close to the beginning. Oh, and you have been squawking about linked in since then. Squawking? Yes, you are. You’re the eyes vandalizing. Okay, evangelizing is one way of describing it on dh. You’re on again in twenty thirteen. And you talked about linked in for hiring right specifically just for hiring. What? What? What is your? What is your obsession with with lengthen? It is the tool that it’s a power tool. And if you don’t know how to use a power tool correctly, you can get hurt very badly or get very bad results. I was in the emergency room first time i used the phillips head screwdriver i zoned out and now you know so you can’t drive a nail with a screwdriver and if you really want to make a difference, then understand oppcoll how to approach the business community as a non-profit professional and really get between their eyes. This is the tool that will get you there, but you just don’t do a lousy job of it. You do it the right way. That’s what this book does and you feel that non-profits who were focused on them are largely doing a lousy job that most of the ones i see a doing a poor job, they don’t think like a business, they don’t market it like a business. They would like to see more revenue come in, but they don’t think cash flow that’s a business concept that a lot of non-profits just don’t get so then i teach them a little bit about how to approach people who want to help, whether it’s financial help, whether it’s expertise or any sort of other assistance and how to find the right people to put around you to support you and that’s the u us them concept you i teach you individually as a non-profit professional what you need to be doing properly on linked in, if you cannot tell your own story. No one is going to tell it for you, or they might, and you won’t like what you see us is everybody collectively has a great linked in profile because they have each done the you part and you are in your organization organization, and that includes everybody from the e d down, and it also includes a board of directors. By the way, the board of directors needs to be the exemplary forces behind what makes the non-profit amazing. But when a donor looks at a non-profit and they see a disparate group of personalities all talking about weird stuff and all over the place, they get the position that the impression that i’ll look someplace else, i want to go someplace where they really have their acting looks disjointed, okay? And then them and them is everybody you haven’t touched yet or are in the process of approaching, cajoling, having them either part with their expertise, their money, their time, however you’re trying to get them involved, okay, us, then we’ll talk about who the who’s more specifically, who’s involved who’s, including the us is and the them’s as well, say little more. About this non-profits not thinking enough like business is not necessarily limited toe linked in, but that theme runs to the book way want to do this as a business? We need to be thinking about lincoln as a business would, as you said, it’s a little more about what you wish non-profit it would be more attentive, too. Okay, let’s start with the premise that non-profits are some of the largest industries industry groups in most countries at this point, especially the united states, so it is in itself a business force that must be reckoned with. It employs a very large number of people it operates and very many in many different ways, with different vendors with different services that it needs to understand but like most non-profits life, you send a donation in the old days, you mail the donation to a very large, medical oriented non-profit it took them six months to almost a year to send you a thank you note those types of disjointed messages that non-profits typically are involved with these days, their emails air disjointed, there’s, not any sort of organized marketing push. They’re all over the place they’re trying to do. The shotgun method to gather as many people as they possibly can they’re not thinking in the strong central voice like businesses think to market their services for their product. The cash flow issue is hugely important. Cash flow is what makes the organization run, whether it’s a for-profit or non-profit business, if there’s not enough money coming in, god knows it’s easy enough for the money to go out, then you have a disjointed issue i nova non-profit that everybody took an eight percent a salary cut this year came out of nowhere because they just weren’t pulling in enough revenue. The concept but talked behind this book is how do you approach the people who have the high net worth the business community who wants to donate money or services or expertise to benefit the non-profit how do you approach them and market your organisations mission beyond all the other competing missions and those people are on non-profit arlington, they should be many year altum have just a very poor resume looking linked in profile, they’ve done very little to make themselves stand out. No one will give money to somebody who doesn’t stand out i mean the’s. High net worth and well connected business people there’s you’re confident they’re unlinked. If you’re not, if you’re in business and you’re not on linked in these days, you don’t exist. That’s the fact and you may have a lousy profile, but you at least have a presence. You the non-profit people listening need to understand that you can march you khun look at linked in as a database and pol names and associations, and understand who knows whom to approach people that you want to use as the fulcrum that’s where you get the benefit of lincoln. All right, it’s time for a break. Go ahead. Published this month is pursuing e-giving outlook. They took the latest fund-raising reports boiled them down to the takeaways that you need in a concise content paper. The work is done for you. You can also watch the archive of their related webinar. You continue seeing video. Both are on the listener landing page which is at tony that m a slash pursuant with capital p for pursuing on doll sofer, please. Now, back to linked in marketing. Okay, thank you for being more precise and going deeper about the business orientation that that i think is essential also and and often lacking go just actually lacking a bit deep. Ok, then i won’t talk about your book, okay? So and in the book and i just go ahead, i’ve been called many things, like i said, um, there is a competition amongst non-profits for the attention span of the donor and for the money of the donor and today’s world just think about how your attention is being drawn to its political activities that you want to donate to that are very important to you, and maybe the animal rights or some other human rights or some other organization will take a step back in your mental acuity and your mental attention because something else is competing with you. The competition is absolutely huge non-profits don’t understand that they compete with other non-profits often they’re in the same building or they’re down the hall or there across the country, around the world and for profits understand the competition factor very, very well, and they slay themselves to make themselves more competitive. The concept in the book is written. I wrote many pages on the fact that you have to understand what makes you unique? Why you do what you do not explain what you do or who you do it for. But were is the gut the fire in your belly? All right. Why is that importance? And kalu bring other people into your mission. Then you engage with them. Okay, there’s, the competition let’s talk about ok. And that that’s actually an ideal segway to the you. Because you do talk about being what makes you unique. You refer to a simon. Is it cynic, cynics and sinek? Cynic? Yeah. His mantra is that we react to why cos do what they do, not what they do and he likes to use. Apple is an example of organs of a company that devoted to beautiful design and empowerment on dh. Even though it’s a multi billion dollar company you know, occupying sort of a fringe niche at least initially. And they like to play on that. So that’s, some of the why and why they’ve got such loyal like me. Apple’s users. So okay, so what? How do we use? Linked in to show how and why we do what we do, what drives us? What makes us unique? All right. Step back, simon cynic for those people who are not familiar with him, he has a book start with why? And he also has amazing ted talk that you can find on youtube. So those there for people who are s i c k e k, right? For those who were not familiar, you really need to absorb the concepts in simon cynics book or ted talk books or ted talk. He also uses people like nelson mandela, martin luther king, john f kennedy as examples as role models beyond apple. But for people who were trying to convey a a a a mission or a concept that people weren’t understanding at the time and the if they talked about what, what, what, what, what no one would buy-in when they talk about why it is central to our existence as a people or as a organization or is their mission, then people buy in, they see it on it in a more gut and mental level combined and that’s. What makes this more interesting for people too? Give more attention to something they’re not familiar with that makes you unique. That’s what way have we each have a story? Of perspective that brought us to the work we’re doing that’s, the uniqueness you want us to bring out and it’s the during one of our career. That brings us to where we are today many people in the nonprofit sector your career, but here you are non-profit radio, the culmination of your life to deal today as it is that i met you and we’ve worked together and those types of things i did not go to graduate school to go write two books and to be involved in non-profit i never thought that would happen, but my life has led me there. I need to tell that story. I have told that story on my linked in profile about what makes me go. Why i exceed expectations. One of my mantra is why i do what i do not what do i do? Because that’s a resume and that’s not interesting, but when i express in colorful, rich words using power verbs and if you need to find power rubes go google one hundred eighty five powerthru herbs, you’ll find a million power verbs out there use really intelligent language to convey where you’re coming from, where you came from in the past makes you who you are today so who you are today indicates where you’re going in the future don’t put your resume on linkedin tell your story that’s the what? Not the why? All right, so where do we do so now this? I’m not sure what it’s called, but the preview below your lincoln photograph where you just have one hundred twenty characters that what is that called candy on the headline that’s weighing one hundred twenty characters there? Yeah, it’s a challenge? Yeah, it’s probably the hardest going teo do a couple of sections, but that’s the toughest thing it’s the hardest thing because you have to collapse in my case like thirty five years of experience into one hundred twenty characters and that’s a challenge, four characters per year? No, not even not even even i wouldn’t even do that when i was around when i didn’t have a lot to sustain thirty, but the concept is you do not put something like director of development at x ray xero torque that doesn’t tell the person what they’re about to read it’s like the headline on the newspaper that’s you got it. Capture them to say that at the other end of the spectrum can we do we have to? Does everyone have to use the word passionate? I’m getting tired, seeing passionate, passionate, passionate and geek, passionate and geek thinking. It’s not a word i overused well, no, i wouldn’t use it for you experience. You know, there are other words to use that one hundred eighty five power verbs. Yeah, just find what makes you tick. Ask your colleagues, ask your friends, ask your entourage. How would you explain me? Or i’ve written this? Does it adequately explain that’s? Good. Ask them for their honest opinion and they’re with a really honest they’ll say, tony, this stinks or tony, you’re right, you’re almost there. You need to develop this, that of the other so that’s the headline on the newspaper they will not read beyond the headline unless you capture their attention at the headline the next section underneath it. If i could just further is what’s called your summer memory. Your summary is the lead paragraph of the newspaper article. This you have it’s wide open and you have a lot more characters working. Thousand powerthru thousand ok, that’s. For some people, that’s not enough for some people that’s a way to this’s where you use complete sentences is that start with the pronoun? I imagine that it’s just like me talking to you as i’m reading your linkedin profile, you’re speaking to somebody don’t make it look like a ready. I don’t like the personal pages that read like a wee a corporate, they read like a corporate paige, but it’s the personal pain or mr halpert, those this that’s really strange or, you know, he or she does that you’re talking to somebody you’re trying to make them want to engage with you, why push them off first and talk about and your summary the summation of what you do today and where you’re going in your future? This is not fun, it is not easy to write. We were all taught, many of us were taught not to talk about ourselves. So for some people, this is like pulling every tooth out of their head. You know, that’s why i’m a coach, i teach people how to do this as a coach to draw them out, get them out from under themselves as i like to say because most people are just stuck, they don’t know what to say, then you move farther down the linked in profile, and so so experiences next-gen experienced. So you’ve got this very short headline. You’ve got this elevator pitch type of summary, and then you talk about your experience, not in terms of what you accomplished at every job in every job you’ve ever had. But what are the main themes that brings you to where you are today? What does some of the things you learn that you have in your back and your pocket back pocket that you bring to the table is your value proposition. Where did you come from? The summation of your past experience makes you an engaged, understandable, great person to work with you today. My linkedin profile sucks. I was going to talk to you about that. But that’s ok. Really? Did you look at my yeah, of course i look, i look everybody’s. I mean the other conversation. Okay, um and mark this private coaching. So you do. Lincoln coaching. I mentioned private coaching is the most enjoyable of all the work i do. Okay, if you want help with your linked in profile, and i do that international pact with this, you know? Yeah, that’s, right. A team for god’s. Easy. All right, so you clearly don’t make it your resume. The experience section should be a lot more than a title organization and dates. I mean, that should be there in person. But you, you want the summation, this interesting, everything that brought you to to the value that you now contribute. Exactly. Yeah, and why you, in case you think i’m gonna take a lot of time. No one said this is easy or fun. Yeah, i said that. You said that in the book a few times. Yeah, all right, all right. Next after experience comes skills what for most people, yes. Okay, skills are things that you can actually improve upon. So don’t tell me that your skill is management that’s a big textbook on your spoke stand. Yeah, tell me that one of your skills is non-profit divestment management or because i’m george in jail. I put you in jail for that that’s okay non-profit divestment management. What is that? That is when people are working in non-profits to either divest some of their assets or to break their not large non-profit into pieces, these air skills, these things that are not easy, todo that’s donor-centric acquisition is a skill uh, sure, all any of this. If you don’t know what your skills are, look and see what your competitors skills are pretty quickly. Figure out what your skills are and go one better than your competitors and write your skills in terms of things you do on a regular basis every day. Keep a pad by your phone as you’re performing those skills, write it down because you don’t even realize you’re doing it is you’re doing it. I tell people to record their phone calls just on their end and then hear themselves back so the thing’s they’re asking people to do the things that we’re working with people to do thes air actual skills that we have that there are so innate and us we don’t even know it. But if you don’t tell people what you’re skills are, no one will ever know you have that skill and the other thing that’s really important about skills in addition to headline in addition to summary, you know, is that these air searchable terms on link, then so somebody’s looking to find somebody like you? They will use certain searchable skills in the search. They confined you on a shorter list. They can engage with you and find out are you the right to employees or you the right consultant? Is this something that you want to do on a board basis? Probono whatever that is. Okay, so this is just a big old database at the end of the day. Yeah, all right. Recording your calls. That sounds a little creepy. Using just one side. One side sabelo just to record my own. You want it? You want to play back? What? I saito clients. Potential clients. Exactly the sort of guests potential guests me coming back to this and listening to myself recording with you. I like to hear how i come across. Yeah, i like to see myself in a video and i want to talk about video as well. That’s a really important things. Very easy. Tio toe lincoln how do you come across how you viewed by others? It’s an out of body experience for most individuals, they can’t stand video, they can’t stand audio recordings of themselves work on that. This is a really important aspect. We’re due in twenty eighteen let’s do video since you mentioned it because i want to talk also about the head shot in the background, that banner, but video. Where do you get video into lengthen your linked in profile there two sections where you can add video? You can add it to your summary, just below it. How do you do that? There’s? A little, but the little so you’re insecure in editing. Now your head in your summary is summary, and it says advil eo click. You can either talk that’s. What says yes that’s just to warn you and you can either add it from your hard drive if you have it, download on your computer or were you going at it from the web? Easy. Best way to do it is to do it off of the youtube. So take whatever video you have. Put it on youtube channel. Pull it down over youtube. Channel in tow. Linked. It works like a dream every single time. In summary. In sodom editing the summary, i click the pencil. So it’s azad video. Yeah. All right. I’m gonna hold you. Okay? Where else you said there’s? Two sections. Where else, in your experience, each experience, various job you have. If you have video from that job, you can add a video pertinent to that job. Same thing at video. Take it off you two. My throat on their wellington sucks. I have hundreds of videos. You well, you ought to put him on now. Don’t go crazy. A lot of people for too much video get into video stagnation. But, you know, you don’t think every job should have a little video now. The most recent ones, i suppose. Yeah, and i keep rotating. I just did three videos for the cf a society. Here in new york, they came back to me. It really is a certified financial analysts. It was about finding job’s about what to do if you’ve been recently published. How do you put it on linked in what to do if you want to be a thought leader, how you can pull my other people’s articles and give your opinions on it and what to do and link tio the’s air three little video snippets i threw him up on my youtube channel, i pulled him down to my linked in profile under my job is a linked in trainer and evangelists, and they worked really, really well. Head shot headshot what’s your advice around that that’s, the little circle so what we see is the little circle. First of all, get a professional headshot. Do not do a iphone this’s those terrible you could tell them immediately don’t do a headshot anymore with a white background behind you, it just looks old. It was an older style. Put something with a scene or some suits if you’re an attorney or if you’re in a non-profit put something for the cause. It’s behind you on animal if you’re an animal rights have you know the animal? A picture of the animal behind and the banner you raise banner banner schnoll banner is blank your bandit on humiliated. I can’t even have a continuous conversation with this. This is great! My cough! I i’m humiliated. All right. What do you do with the banner? That’s? A big space. A big space it’s. Almost fourteen hundred pixels by six hundred pixels. You put an immediate image of what you do. You want to do you on radio like i’m looking at you right now. You in front of the microphones. You are? That is easy. I have done a mosaic of various photos of me in various aspects of what i do. It’s my headshot, though my little michel circle is me. If it’s a close up, though, i could do something broader. Do broader? Absolutely. You should do that with your speaking. I could have me there. You know a montage i think you mentioned in the book. Well, that’s. What i instead of instead of one one image for the batter, i could do a montage or a little more pieces from it. If it’s ah, thumbnails from your various videos we were talking about video before. Easy to do if you really can’t do this yourself, folks go to canvass, see envy a dot com and search for linked in banner could be easier going one. Drop it in dunaj okay, i don’t like people who go lazy on me, tony. No, no, no. I want you to do one the ten for you. Canvass. See? A well, i have a way of social manager. I think i could pull something you could’ve said. But all right, can va va dot com dot com for others for other people who need candidate comes asking for a friend. Alright, this’s. Excellent, excellent advice. But i mean, we’re going to get many gritty, and i’m focusing a lot on you because this is the basis of it. And then we moved to the organization and them, you know, that’s attracting. If you optimize the you end us, then the them is going to be there going. People are going to be finding you and and recognizing the value of your organizations, right? You’re going to do a great job. And that’s exactly what wallace about exactly. I read it. I know i just tries i’m disappointed in you surprised i’m disappointed at your shot. I don’t think i throw this thing together. I read it last night, but it could have been this morning. I don’t care the image i want a girl to take away from this part of the conversation is that many people in the non-profit community did not start in the non-profit community. This could be our anybody, hardly anybody. Millennials now are studying and becoming non-profit professionals from school and go into non-profits whole new environment, right? But many of us you were an attorney, i was a corporate finance guy. The journey is amazing how we got interested in all this stuff. This is what the story you have to tell in you. This is where i have come to, and this is where i have come from, and this is why i can offer you. So this is the past to the present, to the future orientation that you have to tell in new york. I’m not ready to move to the us, though. That was a very nice summation for the fact that i’m not ready for you to move to the oh, yeah, no, because the recommendation section. Okay, you have some advice on recommendations e-giving them soliciting them. Let’s talk about that. What’s your advice there, right? Let’s, take a step back to skills. People can endorse you for skills. That means they can come to your skill and they can click. Yes, i know tony has that skill, right? Many people think they’re doing you a really big favour with the endorse you for every single skill you have of which is not those they’re playing perfunctory skills. Well, when you improve your skills on your profile, then people will come to your skill section and say, yeah, tony really has that skill. Yeah. People you can weed out the people don’t really know you have this good. Why given image that people know you have that skill when they really don’t? And they could only because embarrassment when people really want to put words on paper or electrons, they want to write you. You want a recommendation? You’ve done some really great work for somebody. They call you up and they say, tony, great job really appreciate you save there. But thank you and that’s the time you say to them on the phone it’s my pleasure. I’m going to ask you two, please write a recommendation for me on lengthen. I’ll start the whole process with ewan lincoln. Of course it presumes you’re connected on link there i’ll tell you along the lines of what i’d like to include you send it to that person for their recommendation. Humans being humans not having a lot of time being a little bit lazy, basically going to get back what you asked for asking for recommendation with the right wording in the recommendation ensures your success in getting back a recommendation if you just say the somebody hey, write me a recommendation. You’re going get garbage back. Mark is a really great guy. Mark did a really good job here, but we live that’s boring. That’s not good stuff. You want somebody to use an anecdote, a situation where yeoman work really great work was done. And you were the one who did it. And someone else a pining about how well you did. That is really, really valuable. Yeah. Uh, there’s so much of that throughout the web. Recommendations from yelp too. Latto linked in. All right. And content fresh. We just have about a minute before break. We gotta keep our content fresh, always rotating videos. What else can we do? Well, we can post about our work. Well, that’s, what i did, i’m posting yesterday, and i’m going to be on tony martignetti is radio show. And i commented and you did, and i appreciate that. And tomorrow, on top of on monday when this is actually recorded, hey, if you’re honest, you know i want you to have a look. You have a listen in that type of thing. There are so many ways i read an article that i really want to share with other people you’re selling, plop it out there and share it. You tell in the comments, why it’s important? Because if you’re a thought leader and people believe in what you’re talking about, then you telling them to read this article will make them want to read the article. All right, you take a break, regular cps. Now i’m getting personal about wagner. You eat huge tomb. He’s a partner there. He’s. Been a guest here. Check out the firm, then talk to eat. Why? I talked to a very good guy. No pressure. I wouldn’t have it. Why wouldn’t allow it if he was high pressure? He’s not. He’ll explain how wagner can help you with all the stuff that cps do and how they go beyond the numbers. Tete, check out regular cpas. Dot com now, tony state too. Next week is our four hundred show. I want you to be a part of it in line with what mark and i are talking about actually sharing your unique story. I want you to share your story of how you got into non-profit worked like we’re saying nobody. Well, very few people now. I grew up planning this as a career. What got you in? I’m going to read the top two stories on air, so you will be part of the four hundredth show. You will live forever in the non-profit radio archive. Plus, you win a bag of pure coffee. Are four hundred, show sponsor cure a coffee. So my video explaining all this is at twenty martignetti dot com where you can comment to leave your story there. Share it there, and it’ll be part of our four hundredth show. Um, you can you can hit me on linkedin too, if you like. Share your story. Let me know how you got into non-profits now go back to mark alpert and linked in marketing. Okay, we’re going to live. Listen, love, but not right now, okay? All right, s i wanted your yes, i wanted you advice on practices for recommendations. Thank you. Okay. Taking back charge of the show now. Now we’ll move, teo. But already we move. I’m ready, but i’m not ready for you now. Ok, i’m ready. You’re ready? I’m ready. It doesn’t matter. Let’s, go. We’ll go though we’re going. All right. Who are the us? Is you mentioned? The executive director needs to be optimized linked in. So all this all this you advice we just talked about applies to who each individual in organization that has a public face. If you touch the public, you should have a great linked in profile for and on behalf of your organization. Because one loose link in the chain makes the change terrible week. Yeah, it’s only strong as the weakest link. All right, so on ly, if you’re public facing, i mean, you could be. It could be a back, you’ll be data administrator or something that most people have one, anyway, should let’s concentrate on the with the public face let’s, be sure that the public is seeing the organization at its best that this story’s air consistent the examples that people are citing are consistent, but they’re using their own words their own intonation in showing what they want to show about themselves, often in non-profit e of people have been there for a long time. They’ve all come through the door, you know, through the grasses together they’ve grown up together. This becomes something that they can talk about individually, what they’ve learned and how they developed in the organization, all within the mission of the organization. But if you have one really great linked in profile and you have several orm or really poor linkedin profiles, an individual can look at everybody in that organizations linked in profile and see that it’s disjointed. When it’s disjointed, they lose faith, they lose faith, they lose interest and they probably are going to donate whatever you’re looking for them to donate that’s the us. The book has three case studies with family centers wave and why and unicef wave what is it? Waving? Waive any it’s, not wave. And why no nights not only to your down your work, you know, v and why that’s wave and why waving me so even direct too. But i mean half of my friends and wave me there’s going to be leaving? Why? There are only listening. I’m color i thought the senate and eunice if i don’t want to cut off, i said yourself united nation international children emergency fund everyone knows that very all right on one of them, one or two of them the you profile, the communications, marketing people there. Or that you are asking them questions and profiling the organization and how it uses linked in smartly one or two of them says said that they provide content four individuals to use on their their personal pages, i think optionally and no, nobody mandated it. But they like that out of shared drive of content that you can put in your in your personal page. So that’s, one way of we’re gonna be optimized and having a consistent message exactly right works really, really well, a lot of for-profit ce do. This is well, their managers in the organization that read articles or know what’s going on in the company and their articles that are written about people in the company and it helps keep the met, the message organized. And then when there’s a hot topic that comes up in the industry or in the non-profit little world, they can pull that article really quickly, send it out to the various people who are using leaked in on an effective basis, and have them push that article out with an introduction of personalized introduction in their own words saying, this is what we do. This is why we do it. Unicef there’s a crisis anywhere in the world any day of the of the year. They have a shared organizational effort to send out material so that people don’t have to recreate the wheel. It doesn’t make sense. Okay, so that’s one it’s simple. One method is simple. Starting content. I know what it was about. Wave at it spelled w v. And why? And the why is not capital. But i just assumed that that was a misprint. A typographical error in my book. Come now. Yeah. There were a couple money. No. But i thought that was one i thought this way. I thought the end was supposed be capitalized. I just assumed you typed it. Wrong way. Vinnie is a very i know and elder elder’s center for people who are multiple centers across the spectrum from assisted living to five star nursing care really read waving and i guess i owe him that much i know you are since i thought they were waving. Why i owe them that much of a shout out. Okay? Damn hyre you mentioned onboarding or maybe it’s in the case studies onboarding new employees making sure that they follow the the the organization page. Andi also, i think it’s in one case studies orienting them about what we what are expectations are around your personal linked in now that you work for us if we start talking about that, i don’t think any of your clothes i think that’s very common. It’s joining the club, it’s toeing the line. This is what we do. This is how we communicate with the world. This is what we’d like you to understand, but if you can’t communicate it yet, you’re too new. Learn it, learn it. From one source, instead of having it from disparate sources. So it’s great for onboarding it’s great for bringing in a new boardmember it’s great for bringing in having the new executive director understand from the outside, only great you’re saying it is essential you want us for new on new employees knew our new volunteers. It makes perf boardmember zoho doesn’t make sense. Every organization needs tto have it’s company profile pages of what linked in calls there it’s, a micro website just for the organization so you you can be a part of and follow and organizations company profile page and the company of the organization can communicate through that profile page any news that they have any new project they’re working on whatever there the volunteer appreciation day is with pictures and videos and all that, and everybody who follows that organizations company profile page gets that message through linked in so it’s just yet another way to reinforce the marketing and the branding of the organization of the central let’s talk about the profile, the company profile page now the non-profit paige, we’re talking about the individual what you could do to optimize all yours all your individual ones for the company page. Obviously, we talked about following sharing it you want you want staff and volunteers in boardmember to share the non-profit paid absolutely. You can share the earl of the non-profit page. You could put it in your signature of your email. See what we’re doing today at our organization’s linked in company profile page. Any business person is going to recognize that’s another place to get information on the organization. Ultimately, you’re trying to reinforce a consistent message in the us through the company profile pages one tool or just having fairly consistent messaging for each individual as a well, we want to bump bonem can’t hurt to send it twice in one item i want optimize our our corporate page. Is it called the corporate page? Goodcompany probono latto we want to optimize our company, the profile page are numbered, but we also want all the individuals right optimized so i want the ah ha moment when an individual who was outside your organization reads and sees that there’s a consistent, organized message. Why? Because so few non-profits do this, you’ll stand stand out exactly right let’s, let’s more about the company. Profile page employees can contribute to it. They can you can empower employees tio to make contributions and, you know, depending on what you may not have a marketing communications staff. Duvette but you’re encouraging individual employees to contribute, but you want to have one adamant in the organization be responsible for the company profile coming to consider one boy, but he’s got all right. Somebody should vet it has to be done that way. Okay, okay, but it becomes something that people can point to and be proud of and that’s really, and you want to see fresh content on there just like you do on the company facebook. But you know, the organization facebook page, your link things, your twitter stream, of course, fresh content, family centers, those that wave and he does that you mean stuff? Does that that’s why i really chose these three? Because they do the very best off almost everything they should be doing on linked in these are not the first two are not large organizations, of course unicef is immense, but they doing the two small organisations, they’re doing every bit as good a job with just one person being responsible. For all the outbound marketing and branding, using lincoln is just one tool. In doing that they use facebook, they used twitter charge they use instagram, but they’re using linked in to communicate with the corporate sector. That’s where the high net worth individuals are going to give the big bucks or give the great expertise that they’re looking for that they need you in the organs and your friends is that when a cz these people are doing their research, they’re going to look for you on linkedin exactly because they’re using linked in all day, every day anyway in their office. That’s what business people use all the time just just a nout growth of using yeah, you know, i don’t know if that’s widely known among non-profits that people in the corporate sector are using linkedin routinely. Yes, yeah, that when they come in in the warning, they turn on their e mail, they turn on their internet and they go to rightto link todo many of them. They want to see it getting any messages through linkedin if they’re looking for a job if they’re looking for it, even if you’re not looking, yeah it’s, it’s there, it’s a tool it’s, a communications medium that business people used to speak to other business people, they’re vetting uh, vendors, they’re looking at consultants, they’re seeing who knows whom and how they can get to that next person that they want to influence. This is the tool, i don’t think that’s, widely known in the non-profit community that the corporate community is using linking so widely, yeah, that’s, that’s the premise of this book that if you want to get to the high net worth big giver, you gotta talk the language, the high net worth big givers using all the time you have to be where they are. Of course not don’t make them think too hard don’t make them work too hard, put it on, linked in over there already there in any way and that’s common sense, unfortunately not appreciate. Well, yeah, but we’ve had we’ve had social media guests say you’ve got to go where, where your constituents way audiences are not where you want them to be, right? So your point is and it’s not only high net worth donors, but maybe you know this could applied any major donor new, new major. Donor looking at the organization. That they’re going to do research on you on linked in there, they’re less likely to go to your twitter stream then they are just like for your for your facebook because they use that at different times of the day. Lincoln is open business hours, primarily it’s open twenty four seven, of course, but it’s used by people on their screen while they’re sitting in business. You’re going to them. You’re seeing the usage statistics. I mean, you see that it’s tze predominately a nine to five. There are times when it is busier than others. It takes it it’s quieter saturday and sundays. Yeah, but it’s clear it wasn’t clear, not really. Nine to five monday through friday, depending on the time zone people are in, right? Yeah, there’s, there’s a lot of use and people are learning how to use linked in for purposes it wasn’t intended, which is good because they’re using creative ways to engage with each other. Who’s going to a meeting? I’m going to a networking event. Who’s gonna be there. Who do i want to meet? Who’s part of this organization doing this, of course, is not aspirational know there’s going on. This is going on. This is absolute this’s, and the better your linked in profile is, the more apt ur or possible it is that you’re going to meet somebody good, and you’re going to find somebody good to meet. So you want to have this all optimized, you know, as you’re approaching new potential volunteers a cz you’re approaching, we haven’t gotten to them yet, but corporate sponsors also local businesses. I’ve got i’ve got a i’ve got a vendor coming in this afternoon. I don’t know a thing about this person or what the organization does. Somebody said you need to see them or give ref averted onto me. They’ve got a product to seem interesting. I want to know more about them before they actually walk yet. So you do your research up front, you could have a much better conversation during that sales call and get to the nitty gray. You know what they’re about? They’ve probably read your linked in profile to at the non-profit level. They know what you’re all about, it’s all about sale that part i understand, right? It’s, the business it’s the business people using lincoln so so commonly that i don’t like i said, i don’t think it’s so widely known. All right, all right. We have, like just a minute or so men and a half before the break. You talk about something i was not aware of in the company profile page. A showcase showcase. Sub page. Yes. What is this? My book is a showcase sub page on my company profile page. I can take a product or service and i could give it extra extra notoriety on my linked in profile company profile page. And you can see just about that little last. How do we create a sub sub showcase? Okay, the admin on the company profile page is the one who lords over the right. Okay, spaces, you should guard. They goto says, creates showcase page bank it’s done. Says where on the company profile page on the admin is paige. Oh, head men see a different aspect of the company profile pictures. Got everybody else is okay. All right. So look for the showcase some page and you can put all kinds of content in their absolute video to video audio. Yes. Pdf. Slide deck you anything you want? You spend a couple. Of pages talking about all the different formats from everything you mentioned to png die what people don’t know they don’t have dozens of formats that lincoln will accept if you don’t have a visually interesting linked in profile, you know people walk away that’s the concept okay? Gonna take a break this time for tell us i have a new tell us moughniyah ll and this one is from a company talking about companies tell us has allowed my business to support my favorite charity without even feeling the pinch of writing a check. I am donating money every month that i would have spent on credit card processing anyway. And quote, you heard me say it. Fifty percent of the company fees go to the non-profit each month that’s what you get when you refer cos to tell us a long stream of passive revenue check out the video at tony dahna em a slash tony. Tell us now, it’s. Time for the love that’s, the liveliest in love, of course and it’s going out. And we started right here in the u s of a wilmington, north carolina live loves to you swan’s, borrow north. Carol, look. At north carolina chicken in since i moved there so wise about north carolina wilmington, north carolina live listeners love to you multiple new york, new york even though i moved, they don’t mind that low new york, new york love it live love to you also nashua, new hampshire and tampa, florida, is that i don’t know that might be a congressional candidate in nashua, new hampshire. I don’t know, but live love to national new hampshire, irrespective of who it is irrespective. And you’re a good nose regard irregardless no, regardless regardless, not irregardless, right, regardless of the respective that’s. How it works national new hampshire in tampa, florida live love to you, let’s! Go abroad. We got berlin, germany. Good dog. Oh, we’re going abroad again! Staten island! No! Take that back. Staten island live love to you and brooklyn too. We got it. We got three out of five boroughs checking in where’s, bronx and queens. Not today. All right, they suck live love to staten island in brooklyn. Thank you so much. And let’s, go abroad again. Konya. I hope i said that right in turkey. Turkey, you’re on my mind a lot. A lot. Of political unrest and seems to me dictatorship going on live love to turkey the podcast pleasantries that’s where the vast majority of our over thirteen thousand listeners are are positioned on the podcast. So pleasantries to the podcast audience whatever device whatever time thank you for being with us. Pleasantries to you and the affiliate affections go out to our am and fm affiliate stations. The terrestrials throughout the country. Terrestrial radio is going nowhere. You stay with it. Don’t it’s such a personal and close medium. I am fm radio. Thank you for being with us. Thank you to your stations. Your station speaking to you right now you thank you for your station, for hosting us and to you for listening on am or fn affections to the affiliate listens now let’s, go back. Tio linked in marketing with with mark halpert. And i think we’ve, uh i feel like we’ve exhausted the us. Maybe we’ll come back. We’ll see how the timing goes. But thank you for that showcase explanation. Never heard of these things. Showcase some pages. The thing about lincoln hey, it’s, hard to use. B it’s confusing. It is. It is hard, it’s. Confusing, a lot of people get very messed up. You’re gonna figure out how to use well, my job is to make it easier, simpler, more intelligent to use. And there are all these little nooks and crannies that people don’t know about. So i blawg every business day about a nuclear cranny. Alright, richard block my blood is connect the number to collaborate. Dot com yeah, you go to lincoln nuggets on that page and you can subscribe for free. You get something every morning at eight a, m eastern time every single business day. It’s if it’s not something new, i’ve got three good new things that came out for monday, tuesday, wednesday, coming up next week. And then i also talk about things in my life for other people’s lives that are linked in oriented, this always a linked in twist to what i write about. Okay, that’s, we get the good stuff. Well, the good stuff is here and non-profit radio we’re talking about almost holdout on non-profit radio listeners, almost this good stuff. You don’t do it every business that no, but they’re getting good stuff from you right now for analysis so much the better all right. Don’t hold out on non-profit idealist. I should never i won’t have it okay to them. S o basically, your premise is that thes people who are potential volunteers, board members, donors, advocates and one way or another, supporters generally are going to be using if they’re in the business world going to using linked in tow. Look at you two reach to do their due diligence. And obviously, it’s got to be optimized the way we’ve talked about individually and organizationally. All right, this is so this is their first impression. They may very well be their first impression of you. Gotta be strong. Don’t make it there only impression. Yeah. Keep the oppressions consistent and regular and tell your story. The more people see things, the more they remember them. They’re not gonna remember any of you want to get to the why? How always, why always why? Why should i want to help you? You talk about some other them’s in the book that i haven’t rattled off yet. Listen, rattle off a few yourself. Well, i just happen to have the book right in front of me and that’s. Why, you let’s talk? About some them we talked about donors, we talked about corporate sponsors, corporate sponsors are huge, you know they’re going to definitely big money. They’re based on what you’re saying oversignt competition back to my competition comments, you have to show the business that is going to be a corporate sponsor on linked in which is a medium they understand where your value is and how they can be a part of making the world a better place. You have something in a book called cooperative in court. Is that is that a misprint? I’ll be the one dish, my world, my word, it’s, a portmanteau oh, it’s a portmanteau you’re doing that there was a misprint again, like, wait, you’re even new york. Yeah, coop oppcoll hour to swap a tours, tours the has the noun of the challenge and warm of the adjective cooper cooper. What is it? Coop petition competition petition is cooperative you as an individual in the non-profit working with in a community of non-profit professionals, other people on a collaborative basis, though you may compete for the same donordigital. And this is a really important thing. Is there’s a very there’s a lot of comment that bill broker makes in the case study about family centers about how they’re working on community aspects and working with other organisations in the community the’s, air cooperative action players with bill and so, as if we work together, we could do things better, and then we have to understand who our competition is and how to approach them and that’s the premise of the chapter on coop petition so does so does coop it? Er begin as a competitive er and then you coop them into being a cop it er it’s a process, because if i’m to go up there, if i am to coop, if i’m competing with somebody, my guard is up, i’m not really ready to collaborate until i understand how they can help me and i can help them, but mostly how they can help mei that’s human nature when i see in their linked in profile that they are actually doing something that resonates with me, though they may compete for donorsearch vollers, we can do things better and that’s people that most people don’t even. Recognize as people that that could be assistant helpful. I want to flush that with a little more. Okay, yeah, that seems like, uh, i mean, you have to be very gentle about how you start, recommend a or offering teo cooperate with competitors dahna business all the time. Yeah, not really done in non-profit i know another business concept they bring from my experience and from what i’m seeing in the market to bring to non-profits so just help make things a little bit more intellectually interesting. How might you initially approach? Ah, competitors to tryto coop them into a being a coop it er first i search for them on linked in using keywords, we talked about keywords before search engine optimization. Keywords are your skills and words that you use in your headline your summary and you experience. I would make a short list of the people in my general area if you are in a geographic mode and you khun see and read their profile and understand where there are overlapping areas of interest were there overlapping connections. The people you both know with their overlapping areas ofthe need because we’re all talking are not lincoln. Profiles about the things we want to do to make the world a better place. And then you can approach them. You, khun, send them a request to connect. You can call them up on the phone. You can have coffee with him. You connect with them if they were deserving of your connection. You just don’t connect anything that moves. Because that’s just not a good thing to do. And then you continue to send the material. Hey, tony, we talked to coffee about this, that of the other here’s, an article i just came across. What do you think? And the more you send to me and i send to you the stronger our allegiance becomes to each other, even though we’re competitors were able to collaborate on certain areas. And we build trust between us. And this is unique to some people have never even thought of doing this before, because we’re all hunkered down in their nine to five. But there’s a greater need for not want non-profit professionals to be professional with each other and to help each other along the way. It’s a tremendous effort. All right, i made you tigress twice. That’s. Why? I asked you, but we’re coming back to it. I keep a mental map of where we’re headed, so you’re going to listen more them’s. Okay, so more talk about people who make decisions on grants. You know, we haven’t talked about foundations, of course foundations. They’re certainly going toe look atyou. Think then it’s probably not probably not enough of them actually asking. What is your linked in profile, earl on the grant application, but there’s probably going to be some of them were going to take another look. Well, even if they look, they look well, be looking well within their right to go beyond the four corners of the applications, right? And if they are corporate oriented, they’re gonna be looking or they come from the corporate world into the non-profit well, they’re going to be looking, um, plan e-giving you know, a lot of attorneys and a little about that. I know you do. You know, a lot of attorneys who work with givers, they want to show givers who are typically might be corporate people. They might have retired from a great corporate career, how this all works name one more and then we got to wrap it up, how about the press? Linkedin is god’s gift to the press because when they need something fast, they’re looking and if your profiles great, you’re going to get more press, better press and you’re going to get a story if you can convince somebody why you have something to say. Mork alpert, the owner of connect to collaborate at connect the number to collaborate dot com the book is you us, them linked in marketing concepts for non-profit professionals who really want to make a difference, thanks so much more helpers are available on amazon, in paper and in kindle. I just had to throw that and thank you for having me. You’re well, good to have you back next week. It’s the four hundred show live music giveaways share your story to be part of our eighth anniversary show share it on linked in or at twenty martignetti dot com. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com were supported by pursuant online tools for small and midsize non-profits data driven and technology enabled tony dahna slash pursuant capital p wagner ciba is guiding you. Beyond the numbers. Wagner, cps, dot com and by tello’s, credit card and payment processing, your passive revenue stream. Tony dahna slash tony tello’s, our creative producers, claire meyerhoff. She’ll be on the show live next week. Sam labor, which is the line producer. The show’s social media, is by susan chavez. On our music is by scott stein. You’ll also be on the show in the studio with his with his eighty eight next week. You with me next week for non-profit radio the four hundred show. Big non-profit ideas for the other ninety five percent. Go out and be green. Duitz you’re listening to the talking alternative network. E-giving nothing. You’re listening to the talking alternative net. Are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi, i’m nor in center of attention, tuning every tuesday at nine to ten p m eastern time, and listen for new ideas on my show. Beyond potential live life your way on talk radio dot n y c schnoll. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Yeah. Are you into comics, movies and pop culture at large? What about music and tv? Then you’re in for a treat. This is michael dulled, your host on talking alternative dot com. I’ve been professionally writing comic books, screenplays and music articles from fifteen years. Catch my show secrets of the sire at its new prime time slot. 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Nonprofit Radio for November 4, 2016: Increasing Your Donor Retention & Social Media For Year End

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Rachel Clemens & Sean Doles: Increasing Your Donor Retention

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Amy Sample Ward: Social Media For Year End

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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.

Nonprofit Radio for September 13, 2013: Cause Marketing 101 & Internal Social Networks

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

My Guests:

Tricia Napor and Muneer Panjwani: Cause Marketing 101

L-R: Muneer Panjwani and Tricia Napor at Fundraising Day 2013
Muneer Panjwani and Tricia Napor at Fundraising Day 2013

Tricia Napor, principal manager at Alcoa Foundation, and Muneer Panjwani, business development manager for DoSomething.org, share tips for getting started in cause marketing: what it is; what small- and mid-size shops have to offer companies; goal setting; transparency; and aligning missions and needs. Recorded at Fundraising Day 2013.

 

 

 

Scott Koegler: Internal Social Networks

scottkoegler2009-150Scott Koegler, our technology contributor and editor of Nonprofit Technology News, explains how internal social networks complement the external networks like Twitter and Facebook. How to get started, who to invite, and how to promote them. Plus, his one-minute wonderful wine recommendation.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent for friday, september thirteen i’m your aptly named host oh, i hope you’re with me. Last week i’d be forced to endure him okra mathos iss if it came to my attention that you had missed the overhead myth letter signers written to the donors of america, the three co signers of the letter are the ceos of the better business bureau wise giving alliance guide star and charity navigator. I dubbed them the three tenors of charity evaluation art taylor, jacob, harold and ken berger and explained what led up to the overhead myth letter, why it was necessary and why they feel many charities should spend more on overhead, then good overhead, bad overhead. Jean takagi are legal contributor helped you understand what may be sensible and appropriate non-profit graham expenses for your non-profit and what you should avoid, how to protect your board officers and employees, but not go overboard on overhead gina’s principle of the non-profit and exempt organizations law group this week cause marketing one oh one, trish in neighbor, principal manager at alcoa foundation and mounir panjwani business development manager for do something dot org’s share tips for getting started in cause marketing what it is, what small and midsize shops have tto offer their corporate partners gold setting, transparency and aligning missions and needs, and that was recorded at fund-raising day twenty thirteen last june, and internal social networks scott koegler, our technology contributor and the editor of non-profit technology news, explains how social internal networks like your blawg you are blogging, right? Compliment the external networks like twitter and facebook. Also his quick wine recommendation between the guests on tony’s take two my block this week is there is no shortcut to getting planned gif ts here’s my interview with tricia naper and muneer panjwani on cause marketing welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand thirteen for at the marriott marquis hotel in times square, new york right in midtown and with me now, teo, talk about cause marketing are tricia neighbor she’s, principal manager with alcoa foundation, and mounir panjwani, business development manager for do something dot orc tricia mounir, welcome. Thank you. Thanks for having us times a pleasure. Pleasure. Nice and quiet here now some of the other recordings have not been this silent. We got lucky s o. Everybody will be very attentive to you. No background noise, let’s, let’s. Define this cause marketing and distinguish it. Maybe from sponsorships or some other things. Tricia, i want to start. What are we talking about? Certainly. Well, so at i work at alcoa foundation, which is the ah charitable arm of alcoa incorporated the aluminum company, which is mostly a business to business company. So we don’t do a lot of marketing. The foundation does a lot of wonderful social programs. And when you look at the issue with this particular partnership with do something was focused on is recycling when you look at the bismol recycling rates of aluminum in the u s you realize that you there’s an awareness problem that people don’t know about the importance of recycling and the amount of impact on the environment that recycling has. So we went, we started looking at ok. How do we really increase increase awareness? A cz well as access and incentives to this. And then ah, oui. I heard that ceo of do something speak and was blown away by the reach that they had with young people. And we really wanted find a way to reach young people with this important message. So that’s how this caused cause marketing campaign began. All right, mounir, why don’t you explain? What do something is? Get let’s, get, uh, started their servers on the same day. So do something, dot or it is the largest organization for young people. In social change, we create about twenty five costs campaigns that young people care about. You have about one point. Six million young people that participate with us every single year reaches all actually close to five million people on dh young people we define as anybody under the age of twenty five. So anybody over twenty five is considered an old person, which would make all of us here in old. Okay. And i was going to my question, andi, if viewers listeners would like to know more about do something have had aria finger on who’s the ceo, you’ll find that video on youtube. You also find the podcast on my block at tony martignetti dot com. She was talking about engaging people under twenty five. Got it had to do it. What is cause marketing money, or how do we distinguish this from other relationships we might have with with the corporate side? So a lot of corporate partnerships are often about, you know, like stopping on a logo on a campaign and that’s, usually where that’s usually where stops caused marketing, specifically aligning cos purpose and values to a cause that their constituency cares about or because of the companies, product or service actually impacts in some way. So we’re a fast food industry talking about hunger in the in the country or alcohol foundation, which is the largest producer of aluminum. Talking about recycling makes sense. So parting with a nonprofit organization that has the expertise and the ability to have a major impact in that space and quitting a partnership between the two, the two organizations is what cross marketing it’s. Okay, and that partnership could take lots of different forms slowly. I mean, i see a lot of point of sale. I know that’s, not your relationship, but it could be ok to be solicited back-up now, but point of sale, or or mohr causes like recycling or could be anything. I mean, this is very broad. Topic, right? Oh, yeah. It’s, it’s, it’s, it’s. Incredibly broad. And i think what’s happening now is the now that the spaces has become increasingly competitive. So every single company wants to do a cause marketing campaign, which is great for the non-profits it’s great for the world, however nobody’s trying to be bold yet, right? So they’re very few cause marketing campaigns are bold enough that they stand out from the crowd. So the challenge, their concern for latto non-profits is what big ideas do we have to separate ourselves from all the other ones? And, yeah, i suppose we are. A local organization. Doesn’t have the reach of do something, you know, five million constituents paying attention. What? What can that smaller to mid size shop offer? Well, the one thing i would advise him on is find out what your unique identity is, right? What a unique asset. So what’s one thing that you bring to the table that nobody else can, and it could just be an idea. It could be an expertise in a space it could be. It could be a service. It could be stories. It could be something specific that nobody else. Can offer that is valuable to the corporation and i would add, i know that this is about caused marketing, but i think from a corporate perspective, if you’re looking for corporate donors, you do have to take it beyond the marketing and that’s something that do something does really well is that they actually have significant impact. So in addition to getting the word out there and the millions of people who are listening to what do something is saying, they also had fifty thousand youth actually go and recycle fifty cans for this campaign, and then we can measure that and say, the results of this of this of this program were this on the environment and this many youth actually participate in the program, so for smaller non-profit that’s looking at caused marketing toe also look beyond just getting the message out, but is there a way that you can quantify the results in the impact of your programs on the community around the environment? Okay? And i’d say within the past, like four years or so, we’ve been hearing a lot more about four to five years, a lot more about impact measurements we need to quantify our outcomes and not just say it’s, good work, but but prove it definitely. So now how about for the smaller shop? Does it make sense for ah, smaller midsize non-profit to approach a company like alcoa? Or should they mawr have their sights set on something smaller, maybe more local to their community? What do you think? Well, i think it does make sense to approach a company in your local community. So, for example, alcoa foundation or an endowed foundation, we have a budget of about twenty five million every year, but we take half of our budget and give it to our local offices all around the world, so they have budgets that range on the amount of employees that are at that location. They might range from thirty thousand to three hundred thousand dollars a year that they give to local non-profit partners. And if a local non-profit partner in one of our facilities in iowa or california went to them and said we could do a really great cause marketing campaign that would also have significant impacts than definitely our local people would probably want to know more and potentially fund that partner, okay? And are you able to speak to what those local the company’s offices would be looking for? Yeah, well, specifically with alcoa foundation were focused on education and environment because there are two key themes that aline very much with our business. And so under the environment, we look at projects that reduce the use of natural resource is and reduce waste that recycle primarily aluminum and that also replenish so a lot of different tree planting in biodiversity programs. And then on the education side, we’re very much focused on stem education, science, technology, engineering and math. I’m sure your parents know what that is. Well, maybe not down. And i have drug in jail on the show. So if if you hadn’t defined it, i would’ve put you in georgian jail. Okay? And then i quickly quickly paroled. We also look at a lot of work force development specifically around manufacturing. Okay? And more generally, it sounds like i mean, the advice would be aligned. Find the company that aligns with your work. Exactly. Find a company. Fight like men when you’re sad. You know, find what your unique offerings are. Do your research. Find what? The company’s. In your local area are focused on check online to see what other kinds of partnerships they have and then come in, prepared and have a good conversation. Okay, let’s, talk about the preparation in here. How do you how do you make that first contact once you found some some good prospects stalking them? That’s the first thing on twitter is like talking about it, google them watch the videos, learn about the companies which is you can learn about the other, the partnership that they’ve made and the success they’ve had in the failures that they’ve had so often times you will look at a company that would say, you know, we had three thousand people like our facebook patient will say, well, what’s the impact of that right? And they might not have an answer to that. So when i sent an email out, i’ll say, you know, you had three thousand people like a facebook page, what? What was the impact? I would love to know what the impact was and if you don’t have one like we love to talk to you about, how can increase that number, not just a number, but actually engagement. Number right. So a tte the parties with alcoa came about after nancy, our ceo, spoke at a conference last year, and the conversation was little patricia restart to us, saying, you know, we loved her speech. We want a partner, seems like you guys to do it right. You guys know what you’re doing, and you’re the expert in your space, and the brand is really, really exciting and engaging, and they were trying to reach a youth market also, yeah, well, let’s, continue that that that threat, because it’s, not just enough to be on social media on dh tout numbers. Those air, you know, sort of vanity metrics, absolutely number of likes. Number of followers of a number of connections on linkedin, talking alternative radio, twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss. Our culture and consultant services are guaranteed to lead toe. Right groat. For your business, call us at nine. One seven eight three, three, four, eight six zero foreign, no obligation. Free consultation checkout on the website of ww dot covenant seven dot com are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over in tow. No more it’s time for action. Join me, larry. Shock a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society politics, business it’s provocative talk for the realist and the skeptic who want to go what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me very sure you’re neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s. Ivory tower, radio dot com e every time i was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com dahna let’s, uh, i had a guest earlier talking about linc dane and the corporate pages. What is what is ah, do something dot org’s do around linked in. Well, forcing it the founder of lincoln is on the board, so we sometimes have to be oh, there you go. Read happens on a board. Okay, then he spent hours. He’s been a huge support, but for from organization perspective, we have a page on it, and we usually post a lot of the things that are useful for prospective employees. Anybody that’s looking for internship? Our job on the side is their information. Is there? The other thing is nancy serves as one of the writers, so she has, i think, closed down about twenty thousand ceo seo yeah, so she’s, always riding pretty pretty sort of engaging in and fun articles about to do something culture, but also how to advise other smaller non-profits on how to do it, right? Right. So some of the learning that we’ve learned she’s very willing to share that in a very fun and sort of uncensored, weighing a lot. A lot of times, tricia, i think there’s going to be great value. If if you can share what the i’ll call foundation might have done in its research before it approached, do something so heard, nancy speak very engaging sounded of threshold level appropriate, right what’s the next step before you actually spoke to them? Well, eso how cold foundation’s been around for sixty one years, so we just have a lot of experience in working with different non-profits i had heard of do something dot org’s previously, and some of my colleagues had actually gone to their fundraiser the year before and said it’s organizations really fun they actually had their their fundraiser this year, two nights ago when we went back, and it is really fun it’s kind of unlike any other organization, especially just because they’re so focused on youth that that culture pervades everything that they do. So i had heard really good things about it on and then when i heard nancy speak, the thing that she said that really stuck out in my mind and in addition to her colorful language, which you don’t often hear of these conferences that we attend, is that the non-profit incorporate corporate partnerships. It’s a true partnership that the non-profit is not a vendor but their partner, and that has to do something. They have a lot of assets, they have a lot of expertise, they have huge constituent group on dh there, bringing that to the table, and what is the corporation bringing to the table and what are the unique needs and assets of both groups? And i love it when non-profits think that way when they don’t see themselves as a vendor, but as a true partner and that they can enhance what we’re trying to do on education and the environment. So hearing that and hearing that philosophy was pretty much enough, but of course we do our homework. We checked charity navigator and guide star and things of that nature is important for charges to hear it, to make sure that there are legitimate group and then actually are grant application processes pretty thorough, and they have to supply a lot of different information to show they’re financially stable and they have to share with us the list of people on their board of directors on and things of that nature so that we can verify that they’re not affiliated with any terrorist groups and things like that. So we do our homework. So? So before this relationship became was closed, they had to do a grant application. You know, this was not a great relationship that this was a great relationship. Yeah. Okay. Oh, i see. All right. All right. Um did it doesn’t go any further. Are there any? Is there any employee engagement? Definitely way worked. Everything that we look at we look at can we got our employees engaged. So the website that do something put up for us on fifty cans that had a lot of information about the benefits of recycling, i worked with our chief sustainability officer and our other experts in house at alcoa, on recycling on getting some really fun stats for people so the youth could go and see. Oh, wow. When i recycle it saved this. It saves this much energy. Or if i recycle this many cans, i save enough energy to fly to cancun for spring break and things like that. And we all work together on that. That was fun. And and then we turn and know it out to all of our employees saying if you have kids at this age group tell them tio participate and a bunch of them did because there was a five thousand dollar scholarship prize. Didn’t end up going to one of our employees. Children, which was good. You know, we want to spread the wealth, but but we did hear that a couple of our employees encourage their children to apply. And they were getting really into it and looking up where the different recycling facilities were in their towns and things like that. Okay, so yes, definitely went much deeper than the money. Yes, it always does. For us, we look at, you know, the the grant and we want to have the results. But we really want to be engaged and share our expertise as they are with us and money you want. You sound like you want to say more about that. I was going to just go back to the part about partnerships. I think. Do something you know has a very specific philosophy in partnership, which is that, like a partners have to be fun, that they just have to know how to have fun way we know that partition partners is not between organizations there between people. Right? So just like hanging out, patricia on the other night was really, really fun. And nancy, our ceo has always says if you make any any of her staff members cry will cut off the relationship that’s like it’s, like that’s the end of it. And i think i think that speaks really loudly to how how a lot of operatives don’t work, which is like hell bent over backwards to do whatever they can, even if their employees are unhappy. One of the projects not going so well are to make sure that you get the money, which is not the right way to go, because, you know, the part of just will. And as soon as that the program ends right, and we want to make the partners go on for as long as possible. And for that to happen, of forcing that it’s happening, their status meant honest conversation on the table. About what exactly? We’re looking for that big old setting that are realistic goals are in place, and we both understand that we can actually reach them and have our assets in place on the table, not saying that l krauz giving us money. And we’ll just take the money and do what we want with it, but really engaging, i’ll call in to the conversation about well, what can you what else can you bring to the table? And lastly, communicating with them continuously throughout the campaign about the progress off the campaign? So they were a couple challenges in the middle of the campaign where way we’re hitting the numbers because we weren’t getting the report back from the young people. So we told way said that to you. Trish ensues and her colleague about what was going on, and they were very honest about their, like, well, let’s think about other ways to engage our audience even more, and we pivot or just a little bit, but put together when you strategies and ended up getting one point, three million cans collected by about eleven weeks. No, that was that was the whole campaign was all gonna be okay. All right? So i see the nature of a true partnership sharing the fact that things are not. We’re not meeting targets and let’s collaborate about how we can we can make that make that change. And the other thing that was helpful from my point of view is i was looking for innovative recycling projects on dh. They came in and they had their template. This is who we are. This is how we run campaigns. We send out this many tax messages, this many emails, we set up the website, and then, you know, we just kind of to some degree plug and play the recycling messages into what we already dio. And we can show you the success that these campaigns have had on other subject areas. And so it was not like reinventing the wheel, although it felt so specific to us. And they really did hear what we were saying, where our main goals of the campaign and we far exceeded. I think we exceeded our cola foundation’s goals. And i think we even exceed to do something it’s goals. So it was the success for sure, it’s part of your seminar topic is avoiding some of the possible negative consequences. I know when here you mentioned communication being critical, what other ways might we avoid problems in these in these cause marketing relationship, i think transparency in every single wife. So transparency in any of the challenges that we’re facing a transparency and asking for help when we need it. So when we you know when when alcohol wanted to engage the employees, they they said, we need to engage employees, and we need to make sure that this campaign is open to the kids over employees. And he said, ok, that’s great. So here’s the messaging that you can send out the employees that’s going that they can pass on to their kids to get them involved in the campaign. S o i was a transparency is one of the biggest ones, because a lot of the initial reaction for anybody that’s in trouble is to hide the fact that something is wrong, right on dh we are always always honest because i mean, honesty breeds more honesty and honesty. Bill’s good relationships so that’s why i think that’s one of the reasons why most of our responses keep coming back to work with us, it’s because we never tell them something that they don’t have something that they just want to hear, we tell them, what’s the truth and i would say also with some cause marketing campaigns, you could have something occurred that might look like green washing or might look like, oh, we’re just marketing something. And what was successful about this campaign was we had a lot of stats and a lot of data from alcoa about the importance of recycling, and we know a lot of people have heard of you should recycle you should recycle, but i think that we frame the message in a really compelling way and do something worked with us, how i mean holding our hands, saying, ok, that message is appealing, but to appeal to this age group, you could just tweak it like this, and then people would really like it. So they helped us with our language and things of that nature. And i think for successful cause marketing campaigns, you want to make sure that the cause is clear and that the impact of what you’re trying to get people to do is clear. Okay? Meunier mounir, we you mentioned goal setting. You do that? I’m sure is a collaboration, both both there’s to be a two way street, right? Both sides need to benefit. What was the what was the main benefit for? Do something or some of the benefits. Do something it’s literally lives on data. We have two chief data people on staff, so all they do is crunch Numbers to figure out 1 what? What causes people care about and and what what campaigns we should be planning a number two was a measuring the impact radcampaign so, like he said, cause marketing campaigns usually are really hard to measure, and they’re usually measured in just media precious, right? We got a million media pressure, but that’s about it. But what about the number of people that you reach that actually took action over you of this campaign? So we have a very sophisticated tracking mechanism with our members, so every time somebody signs up on our website or signs of being mobile, we can we can track that every time somebody reports back, we contract because we have their cell phone numbers, we can track the locations where they add their age group, the high school, that they go to their demographics. All that data is that we have so we can at the end of the campaign, we can figure out exactly who participated in the campaign, which is incredibly, incredibly useful for any corporate. Partner on that. And we also know that, like, numbers tend to nam in stories into stick, so don’t number is going to be huge. We always find one or two stories that are really, really meaningful impact to share, too sort of to to, to me to make the numbers more colorful. Underlying one year’s discussion was spinning of the wheel in the jason booth. So, for listeners are, or even watching video, you’re not seeing this wheel’s been, but there’s, a company that we’ll let you spend it, we don’t take a chance at winning mug t shirt kapin or ah, and i paid many drawing entry, so that’s, what that’s, what you’re hearing let’s, see. Tricia let’s, let’s, leave. We just have a like a minute and a half for shoulder let’s. Leave small and midsize non-profits with the first step. Really tio engaging in this kind of relationship with company? What should they should be thinking about first, um, i would go back to what muneer said it. No, i know what it is that you do that is unique on look at who your audience is and who your constituents are that you have access to and then really clarify that. Say, these are the people who are following us on twitter. And we have this many facebook people and we have this many people that we can reach. You read our newsletters, etcetera. So if you work with us on this cause marketing campaign, this is how many people you would reach. And then also be sure that there’s something what’s great about this is that do something. People cycled fifty cans. Then they went online and they said i recycled fifty cans. They got put in a lottery to win a five thousand dollar scholarship so that data that he was just talking about, we can actually say fifty one thousand use recycled one point three million cans, and that is something that you, the corporation’s really do want. They really do want those metrics. Okay, excellent. Thank you both very much. Thank you, tony. My pleasure attrition. Naper is principal manager for the alcoa foundation and mounir panjwani is business development manager for do something dot org’s. Thanks again, tony martignetti coverage of fund-raising day two thousand thirteen. Thank you very much for being with us, thanks to everyone at fund-raising day, the organizer’s there for helping me set up and work the logistics of getting all the terrific interviews that i got that day back in in june, we’ll go away for a couple seconds. When we come back tony’s take to there’s no shortcut to plant e-giving and then scott koegler on your internal social networks. I hope you’re blogging. Stay here. They couldn’t do anything to getting dink dink dink dink. You’re listening to the talking alternative network get in. Nothing. Good. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you. Hi, i’m ostomel role and i’m sloan wainwright, where the host of the new thursday morning show the music power hour eleven a m we’re gonna have fun shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and their voices. Join austin and sloan live thursdays at eleven a m on talking alternative dot com you’re listening to the talking alternative network. I’m leslie goldman with the us fund for unicef, and i’m casey rodder with us fund for unison. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I can’t send live listener love this week because we’re pre recorded, but i do love all the live listeners and, well, we know the standard the regulars who check in all the time north carolina, california, texas, new york, new york has been checking in. And, of course, all our asian listeners probably very good chance south korea, japan and china live listener loved to each of you and podcast pleasantries always gotta remember the thousands of you who are out there listening to the podcast. Thank you so much time for tony’s take two my block this week is there is no shortcut to plant e-giving i have been seeing recently on twitter and some email marketing and promotion messages that i get people suggesting that there’s quick ways to get planned gif ts these are, of course, gif ts from people’s state and retirement plans it’s the work that i do in consulting that’s that’s, my fund-raising niche is planned e-giving um, there are plenty of quick ways to promote planned gif ts, but there aren’t quick ways too close planned gif ts i list on the blogged a bunch of about a dozen ways to promote plant giving very quickly, like just a nisi short sidebar in a newsletter or in an e mail blast, adding a checkoff to your year and reply cards, adding a check off to the back flap the of all your envelopes um, and they said, list about a dozen in this in the in the block, those air quicken and cheap ways of promoting planned giving but closing the gif ts that takes time because these air gif ts that require lots of personal thought and personal factors going into the decision. Think about your estate planning your retirement plan. The the most basic example is a gift in someone’s will what would it take for you to include a charity alongside your husband, wife, children, grandchildren? That takes a lot of thought? You don’t just do that because you got an e mail blast so there’s no quick route to closing these gif ts and that’s what i’ve been objecting to that i’ve been seeing on the on the social networks and in my email lately, the block post is called there is no shortcut to plant e-giving my block is that tony martignetti dot com, and that is tony’s take two for friday, thirteenth of september thirty seventh show of the year. Scott koegler returns he’s the editor of non-profit technology news, which is that n p tech news dot com on twitter he’s at scott koegler. Scott koegler welcome back! Hey, tony, thanks a lot, it’s a pleasure to have you it’s a pleasure to be had. Thank you. I just gave you a shout out for twitter, but something very disturbing has come to my attention since you were on last you are not following me on twitter, is that right? Believe possible? You believe that? I don’t know i’d like to ask you that question you’ve been on for. Ah, just about probably this has been like three years on the show. I tried to send you a direct message and, uh, i couldn’t do it. You are not following me on twitter, let me see here alright, you’re you khun you khun rectifying martignetti there. There you are and yeah, look at that. No following, thank you very much. I think i was going to say you could take care of it after the show. But thank you for resolving that. Okay, that’s the end of the official admonishing, wait, we’re talking about the internal sense social networks, which can complement the external ones like facebook and twitter, right? Absolutely. And, you know, there’s been so much talk about, obviously about social networks, facebook, twitter, google plus, you know, ad, ad nauseum and, you know, those were great, but and they they are useful, and in connecting with people that you may not know, that your friends may know, or that your associates may know so it’s a good way to reach out, sure, right? Um, the good part about that is that is that it can expand your fear, events, your sphere of influence. But the bad part of it is that that bleeds over into possible competitors. Er, um, you know, competitors, organizations that may also be friends with other people that you are friends with, that your friends are friends with, you know, how that goes, right? So it works both for and against you, no. So that said it’s, something that he really can’t ignore and you should certainly be posting to and participating in all right, but the whole point of internal social networks is that it’s i don’t want to call it a captive audience, but it’s more of ah, well, it’s, internal, it’s, it’s something that is within it’s, usually attached to your website and it’s kind of internal club that people that are interested in what you’re doing are participating with okay, short definition. Okay, we’ll talk more about this internal club. What are the advantages of setting this up internally to complement the external well, the advantages that you can you have control over over the messages that are being sent now that you don’t have control over the messages in your in your facebook princeton’s, but if you post something on your own website, the internal social network, then you know that at least the people that are that are participating in that are going to get your message. Additionally, that message can be then reposted, and a lot of the systems that are available for internal social networks will automatically take your posts from the internal network and re post them to twitter, facebook, google, plus and whatever else. So you’ve got this kind of ripple effect going out, okay, um, isn’t there? Ah, ah, also a reason to do this because you can capture data about the people. Sure, sure, you know, facebook profiles are great because you know, they’re they’re available, but they’re very generic, right? You look at my facebook profile, it just kind of says who i am and what i like. I wouldn’t know what it is. We’re not. We’re not friends on facebook. Yeah, you know, when i when i saw that, they’re not when i saw that you don’t follow me on twitter, i unfriended you on facebook. Not that i think we’ll be following you on twitter. All right, not that i’m vindictive, but i i’m vindictive. Okay, i got it. I don’t want you to think i’m vindictive, okay, but so is a okay, go ahead. I know you know, i know them. All right, so facebook is yeah, there’s so much you can learn about someone on facebook, okay, right, but if if you have a social network internally to your system and to your organization than the profiles on people generate, there are much more specific they will talk about, you know, how they’re involved within your organization, and so it kind of brings things closer to what what your organization is about. People will say, well, i went to this particular event, or i helped with this project or i i’m participating in such and such and so it’s much more, more focused, you get people a better view of what’s going on within your organization on also branding, right? You have total control over the way this sight is going to look, absolutely, and you can take some of your, uh, good way to get to get participation is there is to take some of you block post opposed internally on your site and offer those up as questions or or request for commentary through your internal social network. Those then post out to your facebook your twitter, whatever else, right? And as people see that, whether there, um whether they’re currently on your internal network or not, when they click on those the comment that click should and they don’t always but, uh, if you look at the facilities that are available, who should bring you directly back into your internal social network for comment? So it’s kind of ah, you know, it’s reaching out and pulling in is what it’s doing? Ok, now you said block posts would go to your your internal network. I thought we were talking about blogging. We’re talking about something different than your organization’s blawg when we talk about this journal club, correct? We’re talking about a a way for people to communicate to each other, not a blob. Blob, you know, is an external in an article that was posted that then goes out, um, there’s a there’s. A really good example of an internal social network that’s done by sales force. Self a link for you, sales force foundation dot or ge? Okay, uh, you know, i’m not really promoting sales force, although i think it’s a it’s a great tool. Uh, that sales force is a, uh he’s a manager of contacts. Right. So c r m a contact. Management, not sierra constituent relationship management system. Thanks, but i don’t have time for you to get all your people, your list of people in there, and then they can interact with each other. It also allows you to manage how you talk to folks and what kind of messages you get out. So, yes, it’s different from a block. Okay, so so the concept is you write a blogger and you say, hey, i wrote this block and you posted into europe for instance, sales force or non-profits serum, and that then gets posted out to the people that are currently members of of it. So it goes directly to them. It also gets posted out to your twitter followers and to your facebook followers into google plus followers. So it’s a way of just before kind of reaching out and bringing in. Okay, okay, um and i want to be fair toe sales force that not that they support this show in any way or have any relationship with me. But they do have, eh? A program where non-profits can use up too. I think. It’s up to ten licenses sales force for absolutely free. We’ve had guests on a couple of guests have have mentioned that in the past maria simple is one of them, so we won’t be fair to sales force. They do have a non-profit program on dh, so it does work for non-profits as well. So we have just about a minute or so before we take our first break. What what does it take to get started in creating this? This this club internally? Well, let’s, just take sales for since we’ve been talking about that, since we also know it’s free and it’s probably one of the most widely used managers of of for any kind of internal networking. Uh, just goto salesforce foundation, not order signed up for there will be instructions there on how to integrate that into your website, and it should be connected through your website that’s kind of the whole purpose is so that it brings people back to your website on then start to use it, you know, announce your post your blood articles written on through that, uh, do that system and let it do its job. Okay, if you also want to ask people to join and all that kind of thing, yeah, we’re gonna talk more about bringing in. Some early adopters and things like that. So we’re going to go away for a couple seconds. We come back, scott, and i’ll keep talking about your internal social network. Keep listening that. You’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Oppcoll have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Bonem oppcoll welcome back, big non-profit ideas for the other ninety five percent or it’s got, um, once we have this, we’ve built this buy-in how do we start to get people to come to it? Well, the old fashioned way and ask them and you can ask them in the same manner that you would, uh, post a blonde post onto your internal social network simply hey, we’ve got this new thing and we invite you to join our club it’s probably say it better than i just said it, but, uh, you post that out, it would go out to your two or three people that you’ve got internally and they’ve got to your to your facebook, twitter, google, plus but there’s one other trick that probably is a better way to handle it and at least a good way to get it started and that is to go to your people that are currently participating with your organisation in other ways and simply ask them to be pilots for for this, for this new venture that you’re putting together, just ask them to join asked them to comment and ask them to invite their friends, you know peer-to-peer usually more effective than just kind of a blind invitation. These are the people who are the most active in your existing networks, right? Exactly. Okay, um, and as your as you’re promoting this and inviting people to come, you need to be sharing what? What the value is, why they should spend time with you, right? And hopefully that’s part of what goes on in your blondes because that’s really the topic anyhow, what are we doing? Why is it important to the world? Why’s it important to you? And maybe it will take one or two sentences as a preface to that block post to say, you know, here’s, something new we put up, we really think this is important. Please come here and read it. And while you’re here, please join our into our internal network of conversations as we are ongoing promoting this durney we need to be listening back to the community right for feedback, right? And and that’s really no different again from what you would do with twitter, facebook, right? Well, plus you certainly want to interact and that’s the whole point. And if you’re trying to concentrate your efforts to your internal social network and provide, uh, even better interaction there. You should be paying at least a little bit more attention to the internal than you would be to your external. Of course, you know, it all kind of balances out. You don’t want to ignore anyone, but you always want to say, you know, please come, join us here rather than out there. Yeah, you have, ah, article, that is a couple of years old, but it talks about this very, very, uh, thoroughly and there’s. Also, ah, suggestion of another place. Besides what you had suggested, sales force that will help is a platform for setting these up. The right but i can’t seem to remember which wanted what which one they’re talking about, but you obviously dio advanced solutions international? Uh, right, right. Of course, it’s a d v s o l dot com. So i like to give, like, to give listeners a couple of choices. What else? What else you wanna tell us about these thes internal networks that i haven’t asked you about? I think the message is that they’re adjunct to the one two what you’re already doing. And and in some ways that probably putting one of these together probably make your social media life a little bit easier because it is, and it should be the starting place for all social media conversations you can post there and have it automatically post out to your other social networks, which means you’re not going to everyone of your social networks and posting, uh, crusher probably is in some kind of some kind of tool to automatically post anyhow, but this this is one place to concentrate on again will bring things back together into your eye. Your designated location? No, i guess that’s really the most of it. But overall it’s going? To help you to concentrate your constituency on the things that you think are more important and toe let that conversation build internally rather than just kind of out in the wild. Okay, and then you also have the advantage of finding out more about your people as we talked about, right? As they develop their profiles, you get learn more about them and you can then contact sales force again is a great tool to do exactly that because i mean that’s the whole point of sales forces knowing who you’re dealing with, knowing what their last interaction was, knowing what they’re interested in and then being able to communicate directly with him. Okay, we got just enough time for you to give your quick wine recommendation. What? What is it? All right. I have wanton it’s, a california wine it’s, an alexander valley cabernet sauvignon it’s a two thousand ten and it’s been one of the one of my most consistent, highly rated it’s under under twenty dollars. Generally seventeen dollars, or so. And you can get it a lot of places. Total line wine warehouse. Those kind of places. Ok, say it one more time. What is? It alexander valley cabernet sauvignon the one i like is the two thousand ten okay, scott koegler are non-profit technology contributor, editor of non-profit technology news, which is that n p tech news dot com he’s at scott koegler on twitter my newest follower and the article that we talked about this at at and p tech news dot com is called non-profit social media smarts, internal or external social networking tools. Scott koegler thank you very much. Thanks, tony. Take care. My pleasure. Thank you. Next week. Maria semple is back. She’s our prospect research contributor. She reminds us that newspapers and magazines are valuable prospect research tools. They sound like they’re very nineteen, ninety nine, but they can be valuable and she’ll explain why if you like this show, then you’ll love my podcast for the chronicle of philanthropy. It’s called fund-raising fundamentals it’s monthly and it’s ten minutes it’s on the chronicle of philanthropy website and it’s on itunes. Our creative producer is clear miree off. Sam liebowitz is our line producer shows social media is by deborah askanase of community organizer two point oh, and their remote producer of tony martignetti non-profit radio is john federico. Of the new rules that music i hear in the background are music is by scott stein. I hope you’ll be with me. Next friday, i’ll be back live in the studio. On the twentieth of september, we’ll be at talking alternative broadcasting at talking alternative dot com, one to two p, m eastern. Oppcoll didn’t didn’t. Didn’t dick tooting. Good ending? You’re listening to the talking alternate network, waiting to get you thinking. Are you a female entrepreneur? Ready to break through? Join us at sexy body sassy sol, where women are empowered to ask one received what they truly want in love, life and business. Tune in thursday, said noon eastern time to learn tips and juicy secrets from inspiring women and men who, there to define their success, get inspired, stay motivated and defying your version of giant success with sexy body sake. Soul every thursday and me in new york times on talking alternative, that calm. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. 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