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Nonprofit Radio for December 12, 2014: Auctions, Raffles And Cash Calls & Social Appreciation

Big Nonprofit Ideas for the Other 95%

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Yolanda Johnson, Tracey Drayer & Neill Bogan: Auctions, Raffles And Cash Calls

Yolanda Johnson, Tracey Drayer & Neill Bogan at Fundraising Day 2014.JPG
Yolanda Johnson, Tracey Drayer & Neill Bogan at Fundraising Day 2014

When are these appropriate for your events? Do you need professional help? How do you create drama? And when do you get paid? Neill Bogan is director of development and communications at New York Common Pantry. Tracey Drayer is executive vice president for Nassau Region of Hadassah. And Yolanda Johnson is development manager at Princess Grace Foundation-USA.

 

 

 

 

 

Amy Sample Ward: Social Appreciation 

Picture of Amy Sample WardWe’ll look at social engagement for member appreciation or maybe your donor appreciation campaign that doesn’t include an ask. Amy Sample Ward is our social media contributor and CEO of NTEN, the Nonprofit Technology Network.  

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Yeah. 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 geneva community radio welcome in upstate new york, they’re on the northern tip of seneca lake, one of the finger lakes in new york state. So glad to have geneva community radio as our newest affiliate welcome and i’m glad you’re with me. I’d suffer the embarrassment of period in sign of itis if news leaked out that you missed today’s show auction’s, raffles and cash calls, when are these appropriate for your events? Do they need professional? Do you need professional help? How do you create drama? And when do you get paid from fund-raising day twenty fourteen, i was with neil bogan, tracy dreyer and yolanda johnson, and yes, my voice just cracked like i’m a fourteen year old. Also social appreciation well, look att social engagement for member appreciation or maybe your donor appreciation campaign that doesn’t include an ask amy sample ward is our social media contributor and ceo of n ten, the non-profit technology network between the guests on tony’s take two, no more rock star consultants. We’re sponsored by generosity, siri’s they host multi charity five k runs and walks here is my conversation on auction’s, raffles and cash calls from fund-raising day twenty fourteen earlier this year welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand fourteen. We are at the marriott marquis hotel. Thriving new york city times square with me now are neil bogan, tracy dreyer and yolanda did johnson there? Seminar topic is auctions and raffles and cash calls. Oh, my way. Talk about maximizing revenue at your events. Seated well, he’s, the only gentleman on the panel. So you know that he’s seated next to me is neil bogan is director, development and communications at new york common country. Then we have tracy dreyer. She is executive vice president at nasa region of casa. And then yolanda johnson, who is development manager for the princess grace foundation. Neil tracy. Yolanda. Welcome. Thank you very much. I was using i was a quarrel. Could be jingle singers. This is wonderful. Okay? We’re trying to maximize revenue at our events. Let’s, start in the foreign there. You’ll wonder what what are what do you feel that non-profits are not getting right at events that they could. Be could be better at well, i think that the particular area that i’m covering within our session is auctions silent and live auctions, and i think that what non-profits can probably do a little bit better is think more strategically regarding auctions and their audience do the analysis to know who’s going to be in the room and just tell you what you khun selling, how you can sell it. Um and i think as faras live auctions are concerned, really making the determination of what will work, you don’t always do a live auction, you know, when they fail, they fail publicly when they’re successful, they’re very successful public, so you’ll be able to talk us through how you know when you should do whether you should do one. Yes. Okay, okay. Tracy, what do you want to you’re part of of actions and raffles and cash calls all by my part is rapid, and the important point with rappels is that it should be considered an integral part of the entire event, not just in ad on at the end. So planning for the raffle, especially for a large ticket event, needs to begin at the same time planning for the event begins because gathering enough prizes tohave event, a raffle that looks interesting and exciting to bid on or to put in your tickets or buy more tickets, increase the number i think it’s you were planning to buy because the prizes look good is very important. Tio tio gather a lot of prizes and that can take a lot of time. Okay, neal, i presume cash calls is that your expertise exactly cash calls are a great way to provide the right kind of opportunities for your audience to give if you feel that the cash call is right for for who your audience is and what? What your organization which cultures? Okay, let’s, let’s stick with cash calls neil, what is akash call it makes everybody understand what we’re talking about. Cash schnoll is a variation of a live auction that depends on the skills on dh, maybe charisma of your auctioneer and the messaging of your organization. But rather than selling on object or an opportunity, you are offering opportunities to give what does this sound like? What is the person say kickoff akash call they’ll say thanks for being here to support. The new york common pantry, about which served forty five thousand new yorkers last year with almost three million meals and to start off five thousand dollars, will provide groceries for five families of four for an entire year. And now here she is saying this to the entire audience of the entire audio and go ahead. So now we know it’s it’s, almost always the culmination of a benefit or a dinner of another fund-raising sametz come in the end. So it’s been, everything has been prepared, everything you’ve done is leading up to this cash call on. In some ways, if you feel a casual is right for you, you’re home giving program your whole development program leads up to this moment because for some people it’s when when they want it, okay, but before we get to the context, i wantto make sure people understand what it is we’re talking about. So what are people now inspired to do? Five thousand dollars could do this. What people literally raised their hand if you’re doing it manually, let these days there are processes where you could do this almost entirely digitally, although a live auctioneer will usually still just worked with raising hand and you’re committing to five thousand dollars. You’re committing to five thousand dollars and someone will come to you immediately to confirm that in our case, we use simply a preprinted card. We have volunteers spotted around the room, just like spotted us at any auction. They come right away. Come on, get your information. Hopefully a check or a credit card number. Oh, really? Right then. This is not a pledge for within the next six weeks it can be, but the best way to cover it on our experiences. Treyz lorts credit card person is enthusiastic there. They made their public commitment and they’re ready. So so do we. Take them away from their table and no move to the side of your arse. Wipe with our swiper. No way with a hand held on a little square was swiping right there yet. Or even just write the number down on a on a traditional okay paper card. Okay, so and this comes more at the end of an evening. Yes. In our case, the messaging has built through a whole program. We have honorees. People have spoken about our organization. We capped. That with a short video that really tries to show the impact that we can have for people who need food support on show how we can make things better with these folks on dh provide some of the emotional contacts and then videos over the auctioneer steps out and begins against okay. Now, this cash call is one amount, or where we get a bunch of people with five thousand and then we’re not going up to ten thousand way we do it is we actually we start high and work down. Okay, come on. We always have abid arrange three positions. There’s no dollar amount that goes unanswered. That that’s right way. Find that if you get the top couple of prearranged lower winds will take care of themselves. Okay? Spirit is hitting a room and okay, where does the common pantry start? What dollar amount? We started at five thousand dollars. Okay. Believe one year back on your first started. Ten weii brought it. We brought it to you learning and other charities. The first cash call, maybe five hundred. I mean, i’m standing on the side of charity that wear with all of your donors. We i think all three of you say you need to know whether it’s, whether each of these is appropriate in your organization, not only weather, but how five thousand starting in five thousand, somebody else might start in one thousand, right? That’s right where they might decide that this is not really not the way that they’re okay. And why might that be? Why my cash now? The zoho pure listen, because these are all good questions for you, too. How do we know when whether, how to? Forty martignetti non-profit radio details so people can execute or or follow-up with you and just fill in a couple of missing gaps that maybe we didn’t think of together? I would say in our case our board and benefit committee are very attuned to who there who their audiences to who our community of supporters is way have some provisions and really, you know, people ask people, would you do? Akash called, i believe before the first time we ever did it, we got a positive response, okay? It worked on we’ve been able to build on okay, so if you can preposition some people at the right dollar amount, maybe it’s worth doing that that’s, right? If and of course it does depend on in general, let e-giving level on the capability of your audience on your supporters. There may be a different type of event that it isn’t the right tone for their questions of tone and taste, but it we are event is i’m not too formal, it’s it’s, really, you know, trying to be aboutthe impact. The organization has so it’s, all right, it’s, the right tone for us, okay, alright, neil, what will come back your work, by the way, you’re welcome, teo, contribute to him, and i didn’t mean to actually dahna silo you, yolanda, if you had come on time, monisha you want camera, so he you’re probably better off because you were going to the hot seat. You’re going. I was gonna position you here. I’m glad i came down for coffee and realized that was early. You got stuck, right? Okay, so you want to go? You want teo, think about staying closer to you. I didn’t want to add one thing about courage calls. And that is, we had a very successful one that the end of our awards gala last year thinking very strategically towards a big, even if you have something different that’s coming up. Our gala is usually in new york city. It’s going to be in beverly hills this year. And so we said, we’re going to beverly hills, who wants to buy the first ground level table of fifty thousand dollars? And we got a taker. And he said he wants to buy a silver table. A twenty five thousand dollars. And we sold eight in about five minutes. So when you have something exciting and new and different, i think that’s also a great opportunity for cash. 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 marketmesuite 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. You you don’t mind, tracy. We’re not a couple. We’re definitely will definitely get to the auction’s. Short shrift, the auction’s around. Sorry, we’re doing auction. I’m sorry. Go ahead, yolanda. You’re the first person who said you have to decide whether it makes sense to have an auction. How do you know? Well, i think that you have tio determine who’s going to be in the room. So the affluence e of the people there the intro it’s of the people there in accordance with what all items you have to offer. I have done in death analyses of our donors and what they like and those of the items that i go after. And then i know that i can sell them when those people are in the room. There’s no use in having things that are random for your demographic. So are people love travel. They love beauty treatments. You know, in certain things there’s certain things that they like. They like like that, they like to dine out. And they also like things that are mission centric, so unique opportunities with our artists. We support emerging artists in theater, dance and film at that emerging staged toe where? You know tony kushner wanted princess grace award in eighty four and look at what he did. So they love those unique experiences to be around the artists. So you need to know your no your constituents. You need to know your constituents getting to know you need to do an analysis of how much they have paid in the past. What you really think they will pay? This’s a very calculated things were just going out soliciting a villa here, or or i don’t know a car rental their you know, whatever you can get is not being particularly teacher. I don’t think so. Now there are times when you can get things. Because i also believe in packaging. You know, you have one thing that maybe, quote unquote random for your for your audience that you take something else that goes along with it that they love. And that creates a package that will still want to buy that. Do you do this on auction? Just once a year at a major gala? No, we do auctions just about every event. Okay, always with a professional auctioneer. Only with an auctioneer. If it’s a live auction. So we only do a live auction when it when we have items that are live, auction worthy, okay and what’s the other type of auction, silent auctions and online options. Okay, so silent auctions that’s where people are dropping their little tickets into no, no silent auctions where you walk up, you know, like we’d be in this room and then you have the bed sheets on the table and you have something displayed there showing you what auction the auction item is and you sign up for it. People competing, they wait around the aino labbate each other what they do, they stand around looking to see who signed up after they really will do that. Ok, ok. That’s. A silent auction? Yes. And then the online version online version, which really is very interesting, because then you have a global audience. You know, my organization, it’s, the princess grace foundation yusa. But we also have constituents in europe, so that gives them an opportunity to participate. So let’s say a little more about the live auction. Now, you said not always with an auctioneer. Oh, yes, always within our woobox naralo okay. What’s the value that the live auctioneer brings over having someone from the organization do it let’s make this clear. I’ve done it both ways. I would say that if you have someone who’s, extremely charismatic and has the experience to do it and has the report within the organization go for it, have a boardmember someone like that who’s, very charismatic, you’re live auctioneer weinger but for the most part, i would recommend having a professional auctioneer, we tend to use people from the professional auction houses who and, you know, it depends on the audience that evening. Sometimes you want someone old guard and then other times you want someone who is a little more hip. We’ve used people from paddle eight, you know, very, very hip and young, and we’ve used people from christie’s and sotheby’s, so it really runs the gamut according to what you have. Ok, i assume battle it is an auction house, it is three i’ve not heard of. Okay, well, enlighten us something else about auctions that we haven’t mentioned yet about so let’s focus on so we can start with why and a little bit about how but what else? What? Else would you like to share? You’re going? I think i would like to share that non-profits should be very weii already talked about strategy, but they should be careful in protecting themselves as faras auctions are concerned. Sometimes people don’t think all the way through, you know, the paperwork of an auction i arrest standards, you know, making sure that you have back-up for values, making sure that you have actual donation forms or emails and type of paper trail on file because things can come up later, you know that you want to make sure you’ve got all your ducks in a row. What happens after someone wins an item? The auctioneer is given the item to that person what’s the next next step where they just a runner come the way neil was describing come over to them or yes, we have. I like to build drama with my live auctions, so sure. Oh, look at this she’s lighting up your life. You’ve been lighting up since you got here. Really? But now even more. Yes, sir. Share the drama in the live auction. So one two things you khun dio i’m giving away secrets here, so there you go, everybody. But you always have to have a person in the house who’s going to buy the item, okay? And then you can have someone else is going to try to outbid them just to keep the drama go. Both of those predetermined? Yeah, you figured out this’s always a lot of behind the way you need to show you the show. So i’ve got i’ve had one person in the audience once before, and we knew that he was going to bid up to one hundred thousand dollars for this item. You had explicitly asked him to do this. And we told him you can stop there because after their, you know, you’re gonna have to buy it. Okay, thie other person was we had someone on the phone who we knew wanted it very badly. So we knew strategically we could get that person to go to one hundred grand. They kept outbidding each other. It got the excitement. People were yelling in the room. Everybody was looking around and then the person on the phone one. But we’ve got to up the ante because we have the other person in the room who was going toe to keep it going. Now that khun go rogue. I’m not a person who did not have the money did she kept going and it was just like, wait because it’s out of your control that that happens. But it all turned out. All all ended. Well, she got a little too busy as well, but okay, but it ended. It ended. Fine. Yeah. On dh then the other thing that you can do to build that sort of drama and the room is to ask ahead of time if your top item can be donated twice and then it winds, you know, someone bids on it and they win it and you’re like, oh, my god, the auctioneer says this is such an amazing item and it went once oh, my gosh! Wait. What’s this okay, they’re coming over to meet. They’re going to give it again. We’re going to have tuesdays at their bill and you know, and so then people go insane and you sell two. Outstanding. Alright, so there’s. A lot of choreography. Yes. Goes into these indeed in advance. Okay. Excellent. All right, tracy. Well, can i first make a comment about you? And you may not know, but there’s a booth over there on the other side of this room where they do silent auctions on your phone so you pay them for the service, and instead of going to the traditional clipboard and writing down, you know, how much of it is you put it on you pick the ones you wanna bid on, and then if you’re outbid, they send you a message so you can keep bidding, so because more game on your phone, you can still work the room. You don’t stand next to your item, you could be having a drink with your friends on the other side room and not i forgot to go back that you will run over, right? Everybody runs over to check out what’s going on in something, make sure you’re still okay. Even got the apples don’t want to see you. I want a visual visual confirmation, ok? Yes. So, tracy, with raffles. How do we know whether we should be doing a raffle at an event? You should be doing a raffle event no matter the level of the event you could, of course, charge less for tickets if it’s. A smaller event. So add a basic meeting. We may hold a raffle and the tickets would be one for five three for ten, seven. Twenty oh, and you just got you know if you don’t have items. If you haven’t got them donated, you might just go out and buy some some nice items and people have lower expectations for the price. But at our larger event of the year, we will charge raffles at five for one hundred three, three and one grand prize for one hundred euro hyre level. So of course they anticipate that the prizes will be of more substantial value. So as i said, the raffle work begins as you start planning the event so it’s really two phases. First you have to collect the prizes so you have to go out and use all your contacts. And in a given community they could have an endless number of organizations coming to them appealing for a prize. So you have to do something to differentiate yourself or you have to have contact at a at the store. It’s best to send in a good shopper to be the one to ask for a raffle. Prize to be given, yolanda is nodding shops shopping skills are important here. Yes, indeed on. And also now, if you go to a store that’s part of a chain oftentimes it’s not that store that you walk into that can give the price, i have to go back to corporate headquarters. So then you need the manager or someone in the store to be your advocate and actually write a letter to headquarters and say, this organization deserved the price. So it’s really quite time consuming, and you want to gather prizes, and sometimes even if i’m the letter to the potential donors, it says we won a prize value of one hundred fifty or two hundred fifty dollars, they give you something that doesn’t achieve that level. So you might want to put together a basket of smaller items so that it looks more substantial. So so that’s your pre event work of really collecting the raffles and wrapping them in a beautiful way, right? Because we’re displaying these at the meeting or the event, right, everything is on is on display. So you want the look of it to be something that stimulates the purchase of the ticket so as soon as the person now now we’re at the event, and as soon as the person walks in and gets to the registration table and comes to get their names head, they’re asked if they want to purchase raffles so and what we often do at a fancier event is in the envelope with their registration ticket. We print out their names on stickers, sort of like the ones you receive from the post to put on return address, but just their name so it’s a little fancy or looking at everyone elearning princessa xero princessa reprinted we know who’s coming so we know who’s coming in an envelope, they may not use them, but we’ll give them say, twenty stickers will be very optimistic on when they go in there. They’re just fixing them to the raffle ticket instead of, you know, student with pen and leaning up. So that sets the tone of the event also it’s a little fancy. I have to interrupt nufer secretary what about something that doesn’t look so sexy? Like its a rental of villa or something but person’s giving you like a certificate? So, you know, and you all you have is an envelope. Well, this one wouldn’t go into a lovely gift bag or it can be put in cellophane and wrapped with ribbon, or or something like that. It doesn’t have to be the item it and as long as there’s a description and and at a table of, say, thirty five raffles, you could also have a list of all the raffles, and it explains what his item one is this too and so forth so the people can choose so there are a couple different types of right? Well, there are many different types of apples, but the two main that we use is as you put your name on the ticket, you can put it in a large receptacle and then i don’t want pull the first ticket item person number one gets it and so thie other way is to wrap each item’s. Watch the watch, the infrastructure here you almost made like an earthquake. What your elbow there knowing my own strength very fragile. Option two is to display each item wrapped beautifully and put a identify which number it is and have a separate receptacle in front of each item, so then the person could take their tickets, and if they like item number two best, they can put all the tickets. Is that preferred? Because then people know what they’re bidding on versus beavers of being random. It depends. It really depends. So i would think that my personal business that that i would prefer that because i don’t want to put in for i don’t want to win a raffle that’s, you know, sixty miles away from my house for nothing, but i have a friend at a recent event. We switch to that method, which we haven’t done it at our particular event, and she happens to buy a lot of raffle tickets and typically, she wins this year she did not win, and she was a little frustrated because when you put in the big one, big pot and you, you know, ten percent of the pot, right, you’re probably gonna be picked, but in a little receptacle, if you spill it, split your stuff out so she personally felt it wasn’t good, but most people really enjoyed it, and our gift wrapper takes great pride and how beautifully she wraps, and that adds to the whole. Piece and then you can spend more time. So if your cocktail hours truly an hour and you know how much can you drink or eat there, you walk around with your friend to discuss the items. Where should i put my peace on that? And also instead of just selling raffles at the front door, you also have someone selling raffles right at that table. Because if someone sees something that they really want to win, they might buy more raffles and increase their odds of winning are putting more into that individual. Recep, buy more right there at the table, right. Ok, so there are many other types with those of the two main that i’m familiar weapon and i would say, and then there’s also grant prize raffle. So sometimes you have a few raffle items, prize items that are well above the other level. So you call that a grand price so you might sell grand prize tickets for two for one hundred or as i said before, one hundred dollars each of three regular and one grant so that’s a separate drawing. So what we have started to do is when you have thirty five. Prizes to draw if you’d spend online time with your audience just drawing name after name, it wastes a lot of time so weii draw the prizes outside the room and then we deliver them. We run around the room delivering them to people so it’s very exciting drama people coming so, like last year was delivering a big item. I walk over to the table and everyone’s looking at, you know, oh, who’s the winner when we hand it to the person gets very exciting like that. But then the grand prize, you always drop publicly because that builds up a little excitement there, okay? Anything anybody wants to add either if you want to add on the raffle side, you still have a couple of minutes together. Did you want to just speak to? I’m big on the back and this year about the paperwork involved in different things with apple? Thank you. Yes, you should before raffles or anything as i’m sure you need to check with the gaming local gave the new york state gaming commission and see what then kind of you need a permit, then from your local municipality as well? Non-profits don’t always do so? They definitely don’t always do it. But it’s, they should be doing that’s between you and your accountant. Nobody listens to this show anyway don’t work, but that will never be heard. That’s really? I mean, even at a p t a level we had to do that we had to go for the gaming license and the minister, and then there’s also tax regulation depending on the value of the prize. And then there’s also an affidavit that you can have someone signed a waiver for the organization that you know what the price falls apart afterwards. You don’t them coming back after the organization so they can sign a waiver as they receive the prize. And that protects you your london you had mentioned earlier to the you didn’t say the qualified appraisal, but that’s what you meant the mixture you have documentation for the value of the prize for the value of the prize and just from our own experiences, i’ve developed several it’s, not a paperwork burden, but we’re very well protected from both perspectives from if you give us something, it becomes our property is not something you can never get back once. You donated to us and it may or may not be. It’ll be used at that event if it doesn’t sell it, that even we’ll try it at a different even. But you cannot have it back. Excellent. Good to know that policy. Yeah, wanna implement it way took a lot of time to get it to solicit it. It’s ours is ours. And if it doesn’t go this time, we’re gonna we’re gonna hold it right. Always keeping a good relationship with that donor. But being up front that we really believe in our partnership and we want to take this item we know will sell it to somebody if it doesn’t happen at this. Okay, i think you had mentioned that sometimes your donor’s tried to set the level that you should be able to get for it, like they say, the minimum bid. But we like to avoid that. You know, i’m just saying, oh, yeah, i know you said you had an item one, so i still have it. Don’t let donors minimum it’s actually their prerogative to do so? I mean, they’re giving it to you, but if you can at all avoid it, try to because some places everyone, you know, if you’re giving something of your own and you’re going to set a high value, its worth a lot to you, but it may not sell in the room, you know? We know what will sell their different inflections with different items and better as a bargain, then as a top in-kind anything, neil, i’ll give you the last words way hadn’t heard from you for a while. Well, there’s follow-up for about thirty seconds, ok, obviously taking too long, you’ve got be secure. You gotta know, let each of your donations or pledges is that you’ve got documentation for each one or the actual payment you’ve got tio secure them in a fairly hectic environment. Then get back to your shop and record them and acknowledge them right away. Just like any other donation. Okay, treyz e-giving last word. Okay, one last thing neil had mentioned before that you take credit card numbers, you take credit cards and sometimes you scan and sometimes you just write it down way had an incident with someone about two hundred dollars worth of raffle prizes on. We didn’t scan at that point, we just wrote down the numbers, went back to the office, he just they didn’t win. They disputed the charges for seeing the raffles and we lost out thatwe had we had our terror, even the even the old fashioned hoops. Swiper, even your fashions white, the old sorry that you ever really went over the side. But that’s something. We’re now very cautious because of this one incident. I feel bad you longer you want to. You want to wrap up anything you want, teo? No, just thank you so much for having us. Opportunity. You’re welcome. Thank you for your mentor. I you know, i was just i don’t want it. Thank you very much. That is neil bogan and tracy dreyer. And you latto johnson. Thank you so much. Thank you, tony. My pleasure. Thank you very much. Thank you very much. Listening to tony martignetti non-profit radio coverage of fund-raising day two thousand fourteen let’s do podcast pleasantries sending these out. Especially too. Katie reed levin she’s listening at simon’s rock the early college in great barrington, massachusetts, also christine to marco. I know her on twitter, big listener and fan of the show from mother’s seat in regional high school, and christina licata, literacy partners in new york city. Christina podcast pleasantries to you as well, those all women and another organization that listens. Cancer center for kids in mineola. I hope they have men. Are there any men at the cancer center for kids in mineola? Podcast pleasantries to those folks and everybody listening in the time shift. If you tell me you’re listening, i’ll shout you out, too, and we got live listener love, that’s coming up. Next is amy sample ward, but first, a little mention of generosity siri’s they host five runs and walks five k event, perhaps fits into your twenty fifteen fund-raising and engagement plan, then may i suggest you talk to david linn he’s, the ceo of generosity siri’s? If events coming up in new jersey and miami, florida, please tell him you’re from non-profit radio seven one eight five o six nine triple seven or generosity siri’s dot com this week’s video why we need consultants toe work and not be rock stars i’m finding fewer consultants who will actually talk to and work with small and midsize non-profits there there are on ly availability seems to be on stage or through a webinar on, and there are lots of organizations that will in fact pay for help doing the work actually doing it, not just telling the organization how to do it. A bunch of them are my clients, so i know they’re out there. The video got a lot of comments at tony martignetti dot com and also on facebook turns out to be a little provocative. I’m very interested in what you think about it. I do answer. Every comment that is tony’s take two for friday, twelfth of december forty eighth show of the year. I’m going to do some live listener love. St louis, missouri, honolulu, hawaii, new bern, north carolina live, listener love, las cruces, new mexico, fort lee, new jersey. Right across the river, fort lee, great neck, new york. I have a doctor in great neck. Which ones? That’s thea, the gastroenterologist. Yes, i know, i know one of those guys in great neck. Also. Georgia, cartersville, georgia, live listener, love all those locations. In japan, we got tokyo and matsuyama. Oh, my goodness, japan always appreciate you checking in konnichi juana and seoul, south korea buy-in yo haserot we got amy sample ward, i’ll have monitored for being late, but nonetheless she’s, the ceo of non-profit technology network and ten her most recent collected book, social change, anytime everywhere about online multi-channel engagement and we’re going to be talking about appreciation and engagement. She blog’s at amy sample, war dot or ge? And on twitter she’s at amy r s ward anywhere. How you been? Yeah, well, you may have heard the west coast had a bit of a storm last night with lots of power outages, so just dealing with getting everything back online. Sorry, that’s okay? I did not hear that i’m sorry that you had was this you don’t get snow, they’re important in oregon very much it was not. No, it was actually very warm and, um, you know, wind gusts seventy or ninety, some crazy high speed, actually a piece of building downtown just a few blocks from the intent office blew off and crashed through the fifteenth floor windows of a law office while the lawyer was working there? Oh, no. It was a very interesting evening. Pieces of a piece of a building flew off. My god, yeah, i’m doing unfortunate. Very unfortunate for that building owner that it flew into a law office right there. Prepared thing, actually, that only you know, that broken building is screwed. Okay, now i understand you’re you’re you know you’re like, like all the contributors, your typically early, not even just on time. So i understand completely. Let me ask you about something before we get to our appreciation campaigns and it’s. Just like in the past four months, i noticed at facebook they spun off their messenger handup and at four square they spun off. They’re a nap called swarm, and i’m wondering why why it is that thesis you two huge social sites would spin off two separate aps big chunks of what draws people to them. The facebook it’s, the messages message sorry messaging and it’s a four square the whole purpose of four square is checking in and they spun that checking function off teo a separate app called swarm why do they do those things? I have a few different ideas. Probably none of them have any, you know, piece of reality in them, they’re just totally my own experience trust your way, trust your judgment. I mean, i do think that one piece that factors in is the, you know, we’re all we’re using different apse all the time, and if i am using facebook to connect and i’m able to kind of, um, multitask inside of their consent messages, i can post things, whatever, and then i leave facebook and i go to some other messaging out to talk to friends. You know, facebook just had fifty percent of my time, but if i’m using facebook to do that, i close facebook and then i opened my messenger app and start messaging people there. Now facebook has one hundred percent of my time in that example, you know, so it’s providing a way for the app to be is nishi and focused as possible, but then still own the other nation focused parts that you know you want to do. So instead of having that all in one super multitask kind of ap experience, you’re splitting that off into ap, and part of that, too, is that you know, facebook is more of an example of this than four, square, but a lot of facebook users in the beginning were all using facebook on their computer where was a lot easier to kind of multitask. Have a chat, you know, send someone a message post on your news feed. Never. Well, now, you know, most people are using facebook on their phone, so it’s it’s much more difficulty to be multitasking inside of a nap. So again, you have multiple app that are all technically rolling up into the same umbrella. So it’s easier from the user’s perspective, i don’t have to import all those new contacts in new app still facebook, but it’s focused on what i’m doing there, okay, that one thing, and then you always have to factor in like, well, how are they? How are they monetizing those ap? What of the ads? What are they selling? What’s the data they’re able to capture? And if you have multiple app that are more focused and maybe have different different data pieces that air getting pulled in than that even more opportunity, i see. Okay? And that the one thing that doesn’t resonate with me eyes the ease of use of the ap facebook act it’s. A little it’s. A little busy. So i could say i see that spinning. Okay, see, that is a good reason, but okay, monetization. Tio, andi. Just time, time, time that they want you paying attention to their they’re brand okay, yeah. I mean, if you want to think about the four square example, i mean, when we first started using foursquare, it was you could check in somewhere. I am here. You know, you could see where your friends were, and then they really started in encouraging users to leave tips and post recommendations. And then they rolled out some features that were trying to see where you were and then ping you and say, hey, is this where you are? What if you do this thing here, you know, and have offers and promotions? So it became came. It became a little busy, right? So it made sense to spin off that other piece that’s more the recommendations and the where to go and where your favorite places. Because now that’s almost like competing with yelp. You know what? Give them a second app that’s more in competition with maybe at those shooters are already, you know, have installed on their phones on buy-in system apart a bit from that. Okay, cool. Thank you. Thank you for those insights. I find myself actually checking in a lot fewer a lot less often. Now with the separate swarm app. That’s that’s me. I don’t know. I have no idea what the statistics are, but i just, you know, i don’t feel like i haven’t even used it since that which happened interesting. I mean, i had a very boring foursquare news feed in which i only checked in an airport, so i didn’t only used to only see you at airports that’s, right? I just thought you were just there all the time. Okay? Yes. Well, it was a way of saying, hi, i’ve come to new york, was around or i’ve come tto wherever, but all right, thank you. Let’s talk about appreciating our donors and maybe and volunteers and maybe even employees through through the social networks. We don’t always have to be asking for something, right? I don’t think that we have to be asking for something. And i also think that really great. Ah, really great. Thank you. A really great sign of appreciation will be met with eagerness to give again or to volunteer again or two, you know, come again, wherever it was that you were an event, etcetera. So i think, you know, i have worked with people and organizations where it felt like if we’re not including an ask, you know, we can’t necessarily devote the staff time and energy to put on appeal together on dh, you know, i get that if you’re really strapped, there’s only three of us, you know, we have to make this happen, but i really think that taking that time t just say thank you really goes so much further in building that relationship, which we want to talk about fund-raising a special, especially individual fund-raising that’s really that’s really the peace, right, it’s building that relationship? No, i don’t know that you could sure maybe you don’t mail, but something outside of the hard cost of mail and all those thank you letters, you know, but i think there’s got to be a way, especially with social media, where it can be so much more quick and nimble to say thank you and make it feel. Really good. So maybe for twenty fifteen, we can plan an appreciation campaign. Yeah, let’s do it. Okay. And you have a bunch of examples. We’ll get to talk about some of the examples. Okay, but what? You know, this is true of probably any campaign that were we’ve talked about in the past, but what do you think we should be thinking about as we plan our let’s make it what is most likely a donor volunteer appreciation campaign. What should we what do we have in mind? So one thing that i think we need to have in mind is the timing of when we say thank you. I think often we always think, okay, well, we’re going to ask people for money. It’s december. Right now, you know, say, everybody’s got their end of your appeals, and then when someone donates and it goes into the database, they get their confirmation email and it says, thank you, and we made sure that it was a really nice thank you letter, but it’s a confirmation email and it says thank you, and we feel great because they got thanked. I also think there’s a lot of opportunity to have said thank you before that ask went out if we if it’s december it’s the end of the calendar year, right, what if november or even that very beginning of december is when you make sure everybody that already donated, donated in the year or maybe donated last december or volunteered so far this year came to one of your events this year? Whatever it is, that’s important to you is a monthly member, whatever they get thanked for what they’ve already done. So when they received that end of year asked, they feel like, oh, i’ve already been recognized, maybe i do want to give a little bit more or maybe i do want to come to the end of your, you know, gala, whatever it is, i think that that’s really important and some thing i don’t often see organizations do say thank you. First on dh then that people up for that ask later. Yeah, you get them feeling very good when the actors come that’s really interesting. All right, we’re gonna go out for ah, quick break and we may end up dividing this into two to conversation since we got a little short and i you know, i had extra question for you, but we’ll get through. Well, well, well, great, certainly nobody’s going to be short changed on non-profit radio. It just is not gonna happen. Okay, all right, we got to go away for a few minutes, 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 and they only 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. I’m rob mitchell, ceo of atlas, of giving. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. I like the drama in rob mitchell’s voice. Thank you, rob mitchell s amore live listen love quick woodbridge in new jersey i love all the new jersey red fort lee woodbridge let’s go abroad croatia sorry, we can’t see your city i have a friend who works for unicef in croatia, ireland, turkey and vietnam. Vietnam we can see you cities kanto and hoochie minh city live listen, love out to each of you. Okay, let let’s continue thinking about are, uh, a campaign of appreciation. Uh, something that we’re always emphasizing together because you make me pay attention to it is you’re going to have to do this in the channels where your donors and volunteers are not in the channel where you would prefer to be thanking them exactly. And i think i think part of that is, um, uh, struggle and an opportunity so there’s the, you know, if we see just using that as an example, if we see people are tweeting about their local tech club and they’re an organizer, so they’re, you know, big volunteer for us, we want to jump right into twitter and start engaging with them and thanking them, and pointing people to them and, you know, doing whatever, but then we also want to find ways there. We leave that channel to make something private just for them, i think there’s that thank you and recognition that’s public. But for example, last week, everybody on staff sat together and just passed cards and everybody wrote thank you cards and signed everybody else’s thank you cards and mailed those out to aa group of, um what we call community champions, you know, really, really great volunteers for us. And it didn’t take that long, but everybody physically wrote, you know, out that card and we never mail things too. You know, we don’t ever male things were a technology organization. So when those folks received the cars at the end of last week, we started getting emails are like, oh, my gosh, you mean, how did you even have my address? You mailed me a card. This is so cool. Thank you for thinking of me. So i think there is that in the moment go into the same channel. That person is and thank them and engage with them. But then find something that can be special. That’s just between you and that donor or that volunteer or whatever that makes them feel extra special, excellent, excellent videos are very common as as an appreciation method, you could do them and mass, and you could do them, maybe even individually who, which i think i think what most difficulty when we think about video is one of the most often pointed two examples of how to do a thank you to your donors that i see in block post every year is charity water and how they, you know, record all these different videos so that, you know, if i donated, i opened up my email oh, my gosh, here’s a video where someone is saying, you know, hi, amy, thank you for donating, and i’m like, oh my gosh, they made this just for me, we, you know, most non-profits do not have the staff capacity to do that, or if we’re going to be really honest, maybe don’t necessarily feel like they have the technical skills to create lots of videos and edit them and feel like they know howto get them up quickly on youtube and embed them in an e mail and send them out. You know, so i think that video khun b, really personal, but i really think organizations should consider video something that can be personal because they’re being really authentic and they’re being their individual selves versus you’ve created separate videos for every single donor that makes sense. I mean, i think it’s a non opportunity for staff, whether it’s executive director, other staff to just not feel like it has to be a high production video that it’s really just me sitting at my desk, if you, you know, you sitting in the studio creating a quick, very authentic video that says thank you, and you can share that either an email or, you know, share that video on twitter, whatever that is, but i think it’s better that it that it’s really authentic as it’s created versus feeling obligated to create, you know, tons of videos just so that it has people’s names in it that makes them for sure, because you’re saying that something that’s, authentic, genuine, heartfelt will will come across and people are people don’t really expect to have a personalized video made for organization that could do that, you know, that is terrific, but the vast majority cannot, but everybody could be genuine, you know? I mean, i tried to come across genuine on a mic and video, and a ceo can do the same thing, and and you’re right, and staff to you, you have examples of each of those thie all right, the ceo of girls inc has a very nice, very thoughtful video judy reading berg and it’s just her sitting in an office and it’s like a minute nap video and she’s very genuine. Yeah, i actually i’ve talked do a lot of people at, you know, at our conference or other conferences where, you know, they say i’m the executive director, you know, i know that if i’m going to be in a video, of course it needs to be, you know, like in a nice setting or, you know, we don’t have a very pretty building, you know? We don’t have, you know, our offices and very nice i don’t know where that comes from that feeling that you know, you’re the executive director and you’re going to create a video for the organisation, it has to be in some, like, beautiful, you know, sound studio, i love it. When it’s literally your desk, like i would if i was working with girls. And judy has her video, i would say put more messiness on that desk, mate. Make it literally your desk, you know, people, maybe she’s, super neat and tidy, which i also am. I have currently two things on my desk, but but maybe that’s really her desk, but just have it be an invitation to come in and sit down with you. You know, i think that’s, um, that’s a really great and super easy way for any organization. Tohave a video feel like it’s being personal, you know, you’re just inviting them into the space. Of course, if it’s on office, where you’ve got all kinds of things in there, that could be a video. I mean, of course, there’s going to be, you know, exceptions to that statement. But i do think just invite them into your office have, you know, make it feel like someone sitting down with you have someone literally in the video sitting down with you, whatever you can do to just make it feel like you’ve been brought in, you know, personally now we just have about a minute left there’s an example of a different one from nature conservancy, which is a whole bunch of staff from all over the world, and a lot of it starts with them each saying thanks to you and then whatever it is their job is and how, how the donors all support their work, whether it’s underwater ah, you know, forest and grassland that’s a lovely one, too, thanks to you, yeah, i love that example video from the nature while we can, we’ll send out the these links and everything for listeners on dh i love that they use is an opportunity to highlight what staff do because with an organization like nature conservancy, often times you don’t even know. I mean, i want to support the nature conservancy, but i don’t know i’m supporting them because i don’t even know how to do that work. I don’t even know what you would do, you know? And so i think, it’s a great way to highlight this is actually what our organization does. These were the kind of staff that we employed to do this important work, because, again, if you’re goingto follow-up later with another ask donation request. People now have that understanding of oh, my gosh, yeah, you do need more funds because this is the scale of the work. These are the kinds of people that you no need to be on the ground doing this, and i want to support that. We have to leave it. There kayman sample ward ceo of inten you’ll find her at amy, sample ward, dot or ge and also at amy rs ward on twitter. Thanks very much, amy. Yeah. Thanks for letting me talk about appreciation. I appreciate you so much. Tony. Oh, amy. Oh, my god. That’s incredible. Thank you. I’m grateful. I’m so grateful that you contribute month after month. Thank you. Uh, i’m a little teary next week. Next week is peter shankman. Thank you. Next week is peter shankman. He’s got a new book called zombie loyalists because he wants you to create an army of rabid fans through great customer service that you missed any part of today’s show it’s on tony martignetti dot com. Keep generosity. Siri’s in mind, please. General city serious dot com. Our creative producer is clear. Meyerhoff sam liebowitz does a line production. Social media. Julia campbell remote. Producer john federico. Music. Scott stein with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out there 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 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 posts 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. I took two or three years for foundation staff to sort of dane toe. Add an email address their 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 and and no 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 expect it to grow and savvy advice for success from eric sabiston. 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 per se.

Nonprofit Radio for September 12, 2014: Your Online Approach Plan & IRS Helps You Market

Big Nonprofit Ideas for the Other 95%

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Tulani Elisa, Dottie Hodges & Amanda Heidtke: Your Online Approach Plan

Tulani Elisa, Dottie Hodges & Amanda Heidtke
With (l to r) Tulani Elisa, Dottie Hodges & Amanda Heidtke at NTC

If you want to reach and engage effectively online, you have to plan. What’s the leadership role? How do you get buy-in on the plan? What about those who stray from agreed goals? Tulani Elisa is social media manager for Threespot, and Amanda Heidtke is director of digital strategy for Hodges Consulting, where Dottie Hodges is president. (Recorded at NTC, the Nonprofit Technology Conference 2014.)

 

 

Yigit Uctum: IRS Helps You Market

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Yigit Uctum is a CPA with Wegner CPAs. He’s got ideas for using your IRS Form 990 in your marketing. See, it does have a purpose.

 

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. We have a listener of the week. John fulwider he’s new to non-profit radio from when dorrie clark was on two weeks ago, he tweeted that he was binge listening to shows, and i love that i had to make him listen er of the week john is in lincoln, nebraska, he did a ted x talk about his own infertility. He’s a coach for non-profit ceos on twitter, you’ll find him at John m fulwider with 1 l congratulations, john listener of the weak and thank you very much for binge listening. The non-profit radio i’m glad you’re with me. I’d suffer retro peritoneal fibrosis if i came to learn that you had missed today’s show you’re online approach plan. If you want reach to reach and engage effectively online, you have to plan what’s leadership role. How do you get by in on the plan? What about those who stray from your agreed goals? Tulani elisa is social media manager for threespot. Amanda heidtke e is director of digital strategy for hodges consulting where daddy hodges is president and that was recorded at ntcdinosaur non-profit technology conference twenty fourteen and irs helps your marketing you eat coach tomb is a c p a with wagner cpas he’s got ideas for using your irs form ninety nine ninety in your marketing, it does have a purpose on tony’s. Take two get off ellis is back for pizza. We’re sponsored by generosity siri’s hosting multi charity five k runs and walks here is my interview on your online approach plan from and t c welcome to tony martignetti non-profit radio coverage of ntcdinosaur non-profit technology conference two thousand fourteen we’re at the marriott hotel, the marriott wardman hotel in washington, d c and with me now are tulani elisa, daddy hodges and amanda heidtke e tulani is social media manager for threespot daddy hodges is president of hodges consulting and amanda high key is director of digital strategy at hodges consulting. Welcome, ladies have all three of you your your workshop topic? His strategy is not a four letter word. How setting a plan for your online approach reaps rewards tulani let’s still you’re closest to me let’s start what what do you, uh at threespot? What do? You think some of the shortcomings are that not necessarily at threespot, but that that non-profits generally are not strategic enough about what should they be doing? A lot better? You think so at threespot we design websites and make social media strategies analytic strategies in digital strategies for non-profits for ngos, for government organizations. So that’s what we deal with all the time? Ah, a lot of the time what happens is non-profits think, oh, we need to do social and then they don’t think we should happen approach. We should make sure to go about it the right way. We should do some pre planning, they just kind of want to get into the space because it’s so fast moving fast paced on, always changing. So a lot of what kind of we are going to be talking about our panel is really you know how a digital strategy could play out things like social media or website design or any kind of approach that you have online. So a lot of times, it’s the kind of leap without really knowing what snacks in. So we want to talk about what you do before you leave daddy, i imagine you see much the same thing at hodges consulting we do and, you know, i think tulani is reference to what we call shiny object syndrome is one of the the biggest players also kind of the collective sense of, you know, we’re looking at things from a organizations perspective, you know, our program work our mission, how were structured as an organization, the content we produce, but we find increasingly, organizations need a little help in seeing it from sort of an outside perspective in terms of who are we trying to reach you, our target audiences? What are they looking for? And then what do we want them to do? What’s what the engagement components that we want them to accomplish? And so having that sort of step back first really helped productive strategy gain results in the end that shiny object syndrome you mentioned? What are some of those shiny objects that you see clients reaching for you name a twitter blogger? We won’t read it. I mean, it’s, just ask twenty sites. Yeah, we want this amazing he website that does everything from soup to nuts. Um, really, what they want to do is find out what that target audiences that will reach their mission will reach and do that thing, not try to be everybody’s everything not try to be the website that gets thie program directors needs met. The executive directors needs met the needs of the membership services department, but rather figure out what the organization’s mission is and how they can leverage that website or that social media project and used it to get that message out, which is what the audience wants, not necessarily what the organization thinks he s so we should be thinking about what our constituents are on doll in all their different varieties, what their needs are everybody everybody’s nodding? Yeah, definitely really important for organizations to stop thinking like organizations and more like their constituents and and thinking about what they want to hear and the people that are looking at their social media pages or their blogger, their website and what really connect with them. And you can do that easily through doing audience research through, you know, going through and seeing you know what posts and what content is really working, resonating with people, what are they engaging with? And and what’s not working and how do we change that? And you can also really look at the landscape and look at your peers and say, okay, what are they doing that we’re not doing that’s working, you know, and it’s so much of it is really, you know, taking what you see with your own stuff, taking what you see from people that have the, you know, the best in class work and saying, ok, this is working for them, how can we, you know, do that for our own selves actually could even go so far as to be sharing their content that you see doing well, let’s, let’s give a shout out to our our colleagues over at whatever the other organization is that for? For sharing this mean, or, you know, whatever exactly it could be sharing content on dh using, you know, third party content is always a good way, teo, you know, get people to show that you’re a thought leader and to show that you’re someone that really, you know, knows what’s going on because you’re observing other people in the space and it’s also a good way, you know, most people that are in design and articulation, you know, you’re stealing from everywhere, you know? And and then you’re you’re making that into something that works for you and that’s, okay? Because what you’re doing is is kind of making, showing that you understand what’s happening because you’re actually going back, creating your strategy and saying, oh, they did this how can we work that into our goal of, you know, fund-raising how can we work that to our goal of awareness? So really, you know, yes, very party content, but also really using those things up for your own and making that your own as well to fit into your strategy? Okay, daddy, how are we going to get started in being more strategic and invoking the bomb? I’ll tell you what, it’s, not for start there. Uh, it’s not panic. It’s not panic central. And i think a lot of organizations look at the different challenges where the different needs or perceived needs of the organization and have a little bit of that panic moment. How do we start? How do we begin to know what to do first, what tactic to pursue and so are approach essentially is to say, we’re going to take a step back and look across the organization collectively, this is the key word right and agree upon what our goals and objectives are as an organization are our priorities to dr membership, which is ok now, let’s agree that that’s call it what it is and agree that that’s the case, is it advocacy direct actions or some combination and getting everyone collectively to head nod in the same direction about those goals and objectives to then say, ok for that objective, let’s look at our audiences and do the research tulani is talking about to then roll out, and we can talk a little bit more the later stages, but i wantto i actually have a man to talk a little bit about, you know, sort of getting those heads nodding in the right direction and how that happened. Well, now that’s the critical piece, okay? I know you’re president of hodges consulting, but i’m the host of tony martignetti you do what you like way are going to get that because actually i want to deal with the how twos we don’t want only be at the theoretical devil, right? But i do want to ask you a question about leadership if we’re going to get all these people seated around the table and ultimately, which could be a bit of a process like, but ultimately agreeing, we’re going to have to have leadership hyre buy-in to this to this process, absolutely leadership engagement is critical, and that might be at the executive director level. It might even be the board involvement in some cases, depending on how the organization works but making sure that there’s a team assembled, we call it a core team that is generally a smaller group that has the authority and autonomy to drive the process because we want leadership engage, but we also don’t want leadership to get so involved in the granular pieces, let’s say we move forward with a website redesign, and we’re talking about those very particular components we want that core team, they have the authority to move the project forward and then engage others in the organization as appropriate, you know, external audience research, whatever it is, but that engagement of the leadership, the organization is critical to move the project forward and what’s also important with leadership. A lot of times, you’ll see. It’s that non-profit is really getting them to buy into that strategy like you were saying, so having them understand, you know, this strategy is going to help us reach this goal or this is, you know, this is what the r o is going to be. This is the return on investment that we’re going to get out of doing this out of, you know, making our website better or having a blogger doing that kind of thing and then showing them those results after lorts so a really important part is to set metrics and to have analytics and to say, you know, we want to do this, we don’t want to put out this picture just hits a pretty picture of something we want to do this because we know this picture is going to get a decent amount of shares that’s goingto connect to more people, that’s going to get us more donations. So so really, like daddy was saying, not being too granular, but showing them the bigger picture of, you know, here’s what we can get out of this, you know? And i would add it’s not even just getting their buy-in but it’s getting them to stay focused on what the goal of the project is, whether it’s a website redesign or a social media campaign, having served for eight years as the director of online operations, that trout unlimited, which is a large, large non-profit that has chapters and councils all across the country as well as the national office, and they all want to work in concert together and leverage digital media, getting everyone in the room together to pick a few key goals, and then to pursue a project with that premise so that every decision that you make along the way happens with the vision of these are the goals were trying to me, and when you’re making a decision along the way, it has to meet that metric and that goal, because it’s, very easy for non-profits internally, too have shiny object syndrome, but past that, too also change their mind midstream mid project about what the goal of it is about it’s, horrible and it’s rampant. I find that having worked on the other side of the table worked for a nonprofit for so long, it was very hard to keep everybody who needed to be have. That by and focused along the way as to what the end goal really is. E-giving didn’t think shooting. Good ending. You’re listening to the talking alternate network, get in. I think. Cubine this’s, the way we’re hosting part of my french new york city, or guests come from all over the world, from mali to new caledonia, from paris to keep back. French is a common language, yet they all come from different cultures, background or countries, and it common desires to make new york they’re home. Listen to them. Share this story. Join us. Pardon my french new york city every monday from one to two p, m. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna you’re listening to the talking alternative network. Dahna so before we even get to what? What? What daddy was urging that i turned you to turn to you for and we will. We’ll suggesting it was it was an admonition. It was actually morning on admonishing me. I i that’s how i took it. He’s always talking about i am a leo. Okay. See? See, my perception was not unbiased on based. Okay. So before we get to that, but what? What do you do when the cats start to stray and different different or teams within the organization start? Tio buy-in convert the goal. Onda work. You know, i think converting the goal in the work actually is okay. As long as everyone is going to agree at the same time that the kitten, the herd of kittens, is moving in a direction so and it’s all justifiable on organizational basis across all departments, not just from our perspective in our department. Absolutely. What do you do when somebody starts to stray? Well, well, i love having the key mission, and i love having the metric decision. So one of my favorite components of any strategic task is to have the metrics by which you’re going to gauge if it’s being successful and that does help keep the organization on task, because if you’re all looking to get the same piece of data and the same result, what the result is from it, you can kind of keep people focused on heading down that path. The trick comes in when your goals aren’t clear enoughto have a metric to follow it up by, and so making sure that your goals are very your tactics have very specific goals and that the actions you’re going to take to reach those goals are very well defined and that’s the strategy that a lot of non-profits don’t they? Don’ts don’t put their heads around what those tasks and components look like and understanding what those are before you dive down into a any project is critical to the success of that project. Give me an example of what you just said take it from from your own background or ah hodges, consulting client, whichever you like. Sure so from my own background, trying limited recently did a very large website redesign and by large, i mean, they scrapped the old site and started afresh on dh perhaps the best example. I have of that is the decision that was the website school going to be specific to growing the membership? Or was the websites gold going to be specific to growing? Engagement? Peer-to-peer engagement and the gold changed throughout the life of the project. So as a website redesign was commencing, the goals went from are we going to sing? We grow our membership uses to drive increased donations through a membership drive to you know, really, what we actually want to do is create this peer to peer network of of people across the country who are engaged in our mission and offer them a place to do that electronically, digitally, through a website. And so it was a subtle shift in focus. Now, ultimately, i believe the organization was it was right, because the by creating that peer-to-peer network, you will in fact grow the membership it’s a different timeline, the tactics that you would take to grow the membership if that was simply your sole goal are much different than the tactics we would take if your goal is to create a social network on buildup. Peer-to-peer right? And, you know, you kind of also asked a kind of not give credit, but understand that things in the digital, especially social media but all digital space are changing so much and so quickly, and people are doing so many different things that situations where people lose track of what their goal was or what they were going towards can happen so quickly, you know, you see a competitor, you see someone that, you know, your organs, they should admires, and they’re doing something that wasn’t in your strategy and you’re like, well, maybe we should be doing that, or maybe, you know, and everyone gets that not just the pang of envy, but that paying of, like, we’re missing out, we should be doing this, we’re behind where this and that’s, what the digital space kind of makes you feel like and so, as amanda was saying, you know, when you’re able to say, ok, we see this we’re taking account, how do we put that into our strategy? And also, how are we willing to hurt these cats in this direction? So that it saying, okay, we have to acknowledge that maybe this is it isn’t something that we thought about from the beginning, but it’s something that we can do we can work with because we still have that base, that strategy, you know, that the key words, the ideas that were following being being flexible, working within your especially non-profits work within the different programs of the organization to find ways to be tactical through a digital media it’s okay, too get off track a little bit if it meets a specific, even purpose along the way. And i think to you found that a lot of times as we went through this eighteen month provoc project that that subtly shifting it when you work with a program staff who has a very unique need, but it would fit in the metrics of the project or working with developments team so that their their goals were met even though fund-raising wasn’t perhaps the ultimate be all and all but that they still had a very viable program and they needed digital focus. It was fine one more. One more thing on the goals, too. When we talk about getting an organization to decide on priorities, the first thing we say is it’s okay? We’re not saying we’re not going to do these other things. But when we have to make decisions about, you know, the user experience or prioritizing even projects against one another, you know, that we will let those overriding goals lead, that we will still be doing these other things, they’re not going to be scrapped entirely in the same with reaching different audiences when they do the prioritization. All right, so now, in my own good time, i’m going, and i’m going to turn now to a man i’m just giving you shit that don’t nobody listens to this show anyway, so don’t that’s not true, it’s not thank you, but, uh, okay, amanda now maybe maybe it’s, similar to what happens when people stray, but let’s go to how we’re gonna create this process we have the leadership that daddy made clear is essential. How are we going to get all the different program fund-raising finance and business all the interests to agree? What is that process, doctor? What’s. The start of that process at the start of that process is without a doubt having your technology lead on staff talk. Teo the equivalent lead in every program area whether its development, major gifts, administrative human resource is program. Every person needs a voice at the table, and i found the most effective way to do that is get everyone in a room for a full day were or chop and you spend the day going through it’s it’s really and airing of the grievances i really, truly is what it boils down to. Everyone needs a minute to talk about what the websites not doing for them and what it is doing for them and to talk about what they wanted to do. And when you start to do the airing of the grievances, i always imagined what would happen it was it would just be horrifying day, and it actually wasn’t it really put a spotlight on what some very specific areas of problem, where digitally for the organization and with dottie’s focus around how that day was constructed. We ended up with some very clear problem areas that allowed us to turn around and come back and say, ok, these are the areas that seemed to be the problem now let’s talk about how we can effectively fix them and what everyone did was when they got their chance to air their grievances, they felt heard. And then the next step was buy-in getting all of your primary decision makers to share what was wrong, then turns around in your benefit and allows them to feel buy-in in the process, they now think their needs are going to get met because they are. Ultimately what you want to do is meet those needs through your digital strategy. You hear what’s not working for every one you say here’s ways that we can meet them well, let’s, prioritize those and then once you do that, you have your vision. Now you have your strategic vision, our organization says here’s what our web site didn’t do here’s what wasn’t working for you, here’s where we wanted to go now we have a vision, we’re all now working together, everyone now has that collective head nod. We’re all looking the same way we all have the same focus and then it’s just working through a series of tactics to get to the end result and that’s really? What? Dotty’s what daddy’s company brought to tryto limited was this very clear process that we would go through. Everyone was going to agree everyone’s heads were not in the same way. And then we move on from the strategic, the strategic vision to tactical that efforts. So so trout unlimited was a was a hodges consulting clients. And then you must have been such an evangelist, right? Yeah, immediate values. And we’re leaving what daddy was doing that she hired you away. If i had been the director of online operations for eight years, so my time had come, i had run my course that try to limit it. It was it was a great organization, it’s a great organization were doing with us and we still have them. Is a client so it’s all very good. Okay, excellent. All right, now i had mentioned on office that i’m having a hard time seeing how the website impacts then so help me out. I had mentioned bringing to this table finance, finance and the c f o in the business. What does the money? What? How does the website or even relate to them? I think it’s a little bit of how it relates to them in the overall of how the website relates them, and also how the process relates them. So a lot of especially a man who is talking about is also the process of how do we get everyone on the same page? So what we do is threespot is that we do stakeholder interviews and see, you know, what people are looking for, what they’re not getting, what they want, that kind of thing and the way something like finance please in is that if you’re hiring from outside or even if you’re doing it internally, there’s a lot of money and time and energy that goes into additional strategy, a website, hiring people, that kind of stuff, having they’re having their perspective and having, you know, is it worth it? Is not that kind of thing? Also, in the thought of what if one of your goals is raising money or doing something like that and working with, you know, the finance team to say, okay, how much money is going to be worth it? You know, how much is is it going to matter if we do this? And we raised, you know, five thousand dollars like, is that still impactful? Like what? You know, what really matters? So i mean, everyone really has a rule and it’s important to kind of as a man said, not ignore that because you don’t want to come back, as were talking about before you’re coming to the leadership in your coming to people on the board or something like that, and they’re like, well, this is not what we expected but it’s not what we wanted or just not answering any of our questions or, you know, it’s a great website, but why do we have this? You know, you should know better evangelize er for your mission, then your staff, and if every staff doesn’t feel bought into your end product, then you’ve not done your homework. And so making sure that the director of human resources, which needs to post job openings on the website, has a clear and free way to do so is critical for that end product and on lee, you know, let’s, just say your primary goal is to drive membership or to build community, that doesn’t mean that you’re going to do that to the detriment of process or efficiency for other staff in the organization that program director who’s still trying to do a very small, focused niche of your mission, needs as much buy-in and as much voice in the process as the executive director, everyone needs a voice on the tape you go and that’s just the way you mentioned the the power of the process really is part of it as well, not just the outcome. Amanda, you were talking about that earlier where, you know, people collectively begin to see, you know, if i’m a director of development, obviously i have a pretty clear priorities for the site, right? But if i’m suddenly at a table where maybe i haven’t really been conversant or, you know, had the opportunity to work alongside directly finance, hr, whatever, whatever we’re collectively, we start to have the conversation about the good of the whole, it really changes the perspective. Everyone still got what they need to get done right at the end of the day, but it really helps that perspective so that everyone’s kind of starting to look in the same direction. One of the examples i had it that for that it try to limit it was to really sit and listen to membership services that people are are on the frontlines answering the phone calls from people who are giving online or doing any number of tasks to the website and really hearing from their perspective what their feedback is specifically from the members where the sticky points are what they have to put up with when the fund-raising team puts out, you know, one hundred thousand emails or what or the the advocacy team puts out an action alert on an issue what the reciprocal event is for that person and it’s very, i think it’s very common for non-profits for programs and teams to work very siloed. You have your task, you have what you do. You sit down and do it there’s not a lot of opportunity for the hole, for the whole organization to come together around a single project except for digital media eah, thes tend to be the kinds of projects where the entire group the entire non-profit as a whole has a stake in the outcome. That really is where elektronik transcends a lot of what any non-profit does, daddy, i’d like to talk a little about the details of this this strategic day. Are there boardmember is there? Is the board represented in that or no really? Just just senior leadership? No that’s, a good question. And can be historically, we have not seen that not by design. Typically you get, you know, unengaged executive director seo, whatever the role, maybe you get, you know, the sea level in director level heads of departments in that sort of workshop environment, often times at key points with clients, for example. And amanda mentioned the strategic vision deliver herbal. It could go by other names. I think threespot uses a different name, but basically that’s, that touchstone document that says here’s, what we’re gonna accomplish together that’s the kind of document that often gets elevated to the board level. So oftentimes when we create a project timeline, one of the first questions with the core committee is okay. Who are decision makers who needs to be involved at certain touchpoint what are those timelines? We have a quarterly board meeting coming up, whatever it may be so that we can structure the project around that and get that buy-in you, like teo, do these offsite typically it’s on side of the client? Sometimes virtual were a fairly virtual company, actually. So it tends to be a real blend. And it really we look to the client to dictate. What their preferred, you know, method is okay. And and you are the facilitator for the day. Yes, martin. Okay. What say we have, i guess, another couple of minutes or so let’s. See, uh, who wants to must leave? Cem cem parting thoughts let’s see the money? Let me ask you for money. It sounds like it sounds like threespot does more than just build websites. I mean, your sounds like you’re deeply engaged in the analytics that are going to contribute to the to the design of the website. Yes, threespot way started off mostly doing websites, but we also to social media consulting strategy. Sometimes it requires in housework. I’ve gone to work for clients for a while, we do analytics, we do content creation and content strategy, user experience. And so really kind of just range is everything which is again goes back. Teo, you know, you’re not just building a website, you’re creating experience, you’re creating a strategy, and so, you know, if we just build a website and we didn’t have conversations about how social plays into it, how we’re going to launch it on social media once it goes up you know what? The, you know, the analytics that we’re going to put behind it, you know how those gonna play? And we’re going to google analytics? Are we tracking out all the links? You know, that kind of stuff, then you’re kind of just doing part of your digital strategy on dso threespot is an interactive agency, it’s, not just a web design agency, and we really, you know, make sure to touch on all of those things on dh so it could be, you know, going through and going through every ounce of content and saying, ok, how do we have to change this? How do we migrate this over that kind of stuff? And it also could be coming up with the robust way to show analytics to the board, you know? So it really there’s there’s a lot of different things that we do all right on daddy wanted to leave us with some parting thoughts about the importance of the s bomb sure s o the importance of yes, bomb i think in the context we’ve been talking a lot about in the context of web development, which is certainly applicable, we think of it a little more. Broadly and just to echo what tulani saying about looking at the big picture that, you know, the bomb is in a four letter word, it’s not a dirty word, it’s not something. Where, you know, you hear someone say we need a strategy and people go oh, you know, and they just think of many, many months and many, many stacks of papers that may or may never get examined, digitally or otherwise. And we want to create something for the organization that’s very viable, you know, creates and produces a road map, you know, creates buy-in ultimately gets to better product that’s gonna have a better r a y for the organization and and the truth is, we kind of cheat because we like the framework so much we use it. There were lots of stuff, whether it’s, a website, project or an organization says we need to look across the enterprise at what we’re doing with our digital program or we kind of just need any communications plan of attack. We’ll apply the same framework, so we think it works across the board, which to me means it must be at least relatively solid and it also just helps to always say that. It’s a working document. So understanding the digital space is changing all the time, you know, making sure that, you know, you create these documents in this strategy, but, you know, really emphasizing people. This is a working document. You know, another platform might come up for another way to approach fund-raising might happen. And really, you know, having people be open. Teo yes, sir. Strategy. But it could develop. They could change and being willing to evaluate whether that new platform belongs in in our suite or or not exam avoiding that shiny object syndrome. All right, we have to leave it there. Thank you very much, ladies. Thank you for having my pleasure. Tulani. Elisa is social media manager at threespot. Daddy hodges, president of hodges consulting and the newest. It sounds like the newest employee of hodges consulting. Is that correct? Is amanda heidtke. She is a director of digital strategy there. Thank you again very much. Thank you. Thank you. This’s. Tony martignetti non-profit radio coverage of ntc two thousand fourteen the non-profit technology conference. Thank you very much for being with us and my thanks to everyone at antenna. Non-profit technology network got some live listener love stafford, virginia, new bern, north carolina and new york new york live listener love to you and new york. Thank you for being with us. There’s more if i didn’t shut you out yet, i i shall generosity siri’s they host multi charity five k runs and walks. And part of what they provide is the charity support team for their charity partners. The charities that are running events with them. You talk to the charity support team and they help you with the fund-raising part ofyour five k event. They help you get more runners and they help you empower the runners and train the runners so that the runners are getting more donors on dh. Naturally, there is on online component to this you have a dashboard in online management, but there’s also the charity support team that you can talk to. And i like that you could talk to the a c o david lind. He is at seven one eight five o six. Nine, triple seven and on the web generosity siri’s dot com can we get off alice’s back? They’ve had an enormous fortunate spike in dollars. And donors from the ice bucket challenge. So they have got incredible issues enviable, incredible issues i would like us to. Ah, give them the benefit of our doubt about what’s going to happen, stop questioning whether they’re capable of managing this and let’s see how they manage it. If they were toyota or macy’s, i think we wouldn’t be questioning whether they can manage this. We’d just be congratulating and we’d be in awe. This came tio a l s totally organically through a patient. So they because it was not originally a nail s strategy your or scheme the ice bucket challenge. So they did not have a plan let’s. See how they manage it. Let’s. Give them the benefit of our doubt. I’ve got a video on this at tony martignetti dot com. And that is tony’s. Take two for friday, twelfth of september thirty sixth show of the year. My goodness. Thirty six holy cow, you touch tomb he’s a senior manager at wagner cps. He has his mba master of accountancy and is a certified public accountant. He’s also a certified fraud examiner. He works exclusively with tax exempt organizations and oversees the firm’s form. Nine ninety nationwide preparation practice eat manages wagner’s, new york city office they’re at wagner, cps dot com he’s here in the studio to talk about the irs and how it helps your marketing. Welcome to the show. Thank you. Thank you for having me here. My pleasure, it’s. Cool. Glad you’re in studio um, the form nine ninety this is i thought this was strictly a burden and something to be not avoid it. We can’t avoid it, but there’s something to be done and kind of put in the closet. You don’t think so well, you’re right. A lot ofthe organization leaders thinks that it’s a burden and actually it’s a great opportunity for organizations to show the world that all the good things that they’ve done in the in the year, and then it’s also a good opportunity for them. Um, tell the world how well they there run and in the past this forest scene justus the farm files it tires and on ly to be shown ah, potential donors or anybody coming to your office and basically asking for it. And now it’s, vitally available on the web especially the most common is the guide. Star and because it’s out there it’s, it gives an opportunity for organization to the marketing tool ok, and not only guide store, but state attorneys general, a lot of them have them. A lot of organizations put the nine ninety on their site themselves. Yes, it’s a sort of transparency, for example, in new york every not-for-profits registered with new york that files annual report with the state off new york they’re nine ninety, along with their financial statements, are on their website. So so your advice is to think of this as a marketing tool it’s an opportunity? Yes, so if you see it as just a bird than and as most organizations currently do and don’t get enough attention, it can potentially hurt you. So thing about is, some organizations for some organ says is true that the nine nineties seen more than they’ll annual report, but they spent all the time and energy on the annual report make it perfect, but they only spent maybe a fraction off the time to get the nine ninety ready for filing, and we’re gonna have some time to talk about this, but you even suggest that people beyond accountants contribute to the nine. Ninety their final way. We’ll have a chance to talk about that. That’s. I love that advice. Okay, let’s. Just make sure that everybody understands what we mean. Nine, ninety, there are there are three nine nineties and you’re the expert. So when were you acquainted with the three? Yeah, the. Depending on the size ofthe organization, the organizations can file three different ninety forms. If they are under fifty thousand dollars in revenue. What they can do is they can file that form called nine ninety and which is also known as the postcard return and it’s, just basic information and a statement saying that the revenues were less than fifty thousand dollars. Okay, and with some states like new york, if you are over twenty five, then you have to file the night. Nineties eve, which is the next step. So organizations that are in revenues under two hundred thousand and in assets under five hundred thousand, they can file this form nine. Ninety easy, which is a shorter form, and the larger organization about the threshold can fire. They have to file the form. Nine. Ninety, which is longer. So just like we have individual ten forties and ten. Forty. Easy. Exactly. Nine. Ninety and nine. Ninety. Easy exit and then also the nine. Ninety n write really small for the under fifty thousand dollars in revenue. Right? But you raise an interesting point. Sometimes. It’s state regulations that govern which nine. Ninety you have to submit is that is that right? Could you mention new york? Yeah, a certain threshold for the easy. Right. So you have to look to your state and also to the i r s exactly. Okay, exactly. We’re not talking about the nine, ninety filing requirements here. Just i digressed a little bit. We have talked about the nine, ninety in the past, especially with jean takagi. So you could find those shows in the past. But we want to focus on the nine, ninety as a marketing tool. And part of your advice is that even if you’re able tio file the shorter form, you might want to do one that’s the next level up. Exactly. It depends on the purpose ofthe how you’re going to use it. For example, if you are a small organization under fifty thousand dollars, you may want to file the nine. Ninety. Easy to get your nine. Ninety on guidestar. So or ah, a lot of foundations. For example, they would like you to submit a nine. Ninety easy or a nine ninety with grant applications. And, um, that’s. Another reason why you may want to file piled the longer form in this case. And if you are a going after donors and even if you are a small organization, if you can show that guarding all these good covenant practices and all these other things is just like, well, run is a large organization, i think it’s also helps it it’s getting funds. But if you do not have a purpose, i think it always cost more time and money to file the longer form. So i think it has to be ah, i violated in for individual circumstances. Fair enough, but something to consider and i just love the different perspective is why wantto have you on the show different perspective of the nine. Ninety that it’s, you know, as we said, it’s not just no longer just buried anymore, but to look at it as a zoo marketing tool and therefore it has to be consistent with all your other, the what is the traditional marketing tools? Right. Exactly. Yeah, for example, you don’t want toe, um, confused the word with sending mixed messages. If your annual report is saying one thing and if you’re ninety saying another thing than it confuses people. So that’s one ofthe reasons why certain parts ofthe the nine ninety should not be done prepared by the countenance. It should be prepared by people who is also preparing other other marketing materials. Excellent. Okay, so let’s, get into some of the different place is in the form nine. Ninety where you see marketing opportunities. What’s the you like the program service. Accomplishments? Yeah. Where? Where is that? Where will people find that? On the night that could be on the second page off the farm i love. I love that you’re a nine. Ninety expert. You he doesn’t. He does not have the nine. Ninety here in front of him. Which is what, like seventeen pages or something leaves twelve. Oh, on that schedule and then this morning anymore he does not have a nine. Ninety here. In studio with me is so when i ask him. Like, what section is it? Andi knows the page, so i okay, you have the expert here, all of that. All right. So you know your your practices nine nineties. I love it. All right, so the program service accomplishments your program serves accomplished. Mons to page two parking three. Beautiful. Basically organisations get the chance here. This is like the free marketing opportunity to tell the world the all the great things that you have accomplished in the in the past year and latto off times despite tires instructions. This is one place iris helps you market, as you mentioned, is in the instructions i response you to be specific. They want you to use non financial data, but a lot of organizations just, um they see there’s a burden. So year after year, they repeat the same thing. And the and the nine, ninety preparation is buried in their finance department or of the outside consultant who’s doing it right. And they just want to know when it’s done exactly what you can’t fill. You need a number for page four, line ninety three. I don’t know. Like, you know, you probably rolling your eyes. Oh, my god. What an amateur question. Ninety. Three’s not on page four, for chrissake, but that is just the thing is just buried until it’s ready for signature. Basically right? It’s? Not so who? So we can have program officers doing the program service accomplishment section or something like that, right? So basic the its funding toe say this take like a food pantry. It’s one thing to say that you have served meals to low income people in the community and it’s another thing toe give some more specific you can say piela, sir, different fifty thousand different people eighty thousand meals during the years, so it gives more, more basically more impact. And people are seeing this on guide star and on your website. And of course, it needs to be consistent with your other marketing material. Exactly. School what? What else? What other opportunities to see in that section? So i’ll give you another example of that because, like, if you’re a membership organization, try to use it to recruit members and you fear with conferences wanting to say you spent hundred thousand dollars in this conference is another thing to say. Our conference was attended by twelve hundred people. We had sixty different sessions, you can name some off the station, including x y z. And we also had to networking opportunities again like this is anything you can tell tow people join you as a member for a membership organization and ah, get anything that you see that would the track donors are whoever you are, thank comedians like. All right, cool. Very good governance. There’s the governance section is this the section on the nine. Ninety relieve the governance? Yeah. There’s a section on ninety nine on the nine. Ninety deaths as out ofthe questions about the government’s reaction number. Part part six off your nine nine. Ah, basically, in that part, it’s asking out ofthe question some of these questions, such as, um, whistle blower policy and document destruction policy. These can be mandated by other other ah, um, crack sarbanes oxley example on the other thirty is that all or state law, right? And new york will start mandating certain certain policies there as well. And, um, some off thes policies are very easy to add up. So their templates out there it’s not a huge burden. And i encourage every every organization, if do they do not have a policy out there? Just go look for a sample adapted and checked the box yes to show that they’re they’re well, fellas run and well covered and thiss foot reduced the potential all the risk and it’s also important to use that section toe basically solicit new board members because one off the users off this maybe perspective. What members? Looking at your nine ninety team to see if this is an organ xero i want to join this organization, are they so they know what they’re thinking? It might be exposed to any risk by joining terms. All right, we gotta go out for a break. You’re gonna do some more live listener love there’s so much i got to squeeze him in tuscaloosa, alabama. Welcome live. Listen love to you. I don’t think you’ve been with us before tuscaloosa. Welcome and jersey city, new jersey it’s, the birthplace of my my dad. He was born in greenville hospital, jersey city, new jersey, and langley malaria, british columbia. You’re back with us. Live listener left all of you. We got some or stay with us. You’re listening to the talking alternative network. 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. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking alternative radio twenty four hours a day. If you have big dreams in a small budget tune into tony martignetti non-profit radio, i d’oh. I’m adam braun, founder of pencils of promise. Welcome back to big non-profit ideas for the other ninety five percent let’s, go abroad with live listener love belgium, belgium we can’t see your city i thought that was a pretty open society. They’re belgium, but you’re you’re blocked but welcome live listen love to you, let’s, go to china, where i send ni hao to shanghai, chengdu, korea, multiple listeners in korea, as always, including soul, anya, haserot and japan, multiple listeners tokyo, akashi and others konnichi juana and, of course, podcast pleasantries to those of you listening in the time shift wherever you may be, ninety five hundred of you podcast pleasantries to you yeah, let’s, let’s keep talking about the governance section is that this is not a free form narrative section like the program service accomplishments it it certain parts ofthe it are free form, for example, one off the question there is, like what’s. Your policy is to review the night ninety so in there you can explain, like how what process off leaving tonight ninety like does every boardmember sees the nine ninety who who looks at it, who prepares its who reviews it and how it gets wild the other free form. Part is the conflict of interest policy. You can have different types. And who’s who’s monitoring. It goes who’s looking at it. And another part is the determination off the executive compensation. So what’s the policy around that looking at comparables like, do you have independent comity? Looking at it and documenting this decisions? There are some some freeform parts over then within governments. Governance? Of course. Right. And we have talked about, i think, all those subjects that you just mentioned with jean takagi when we’ve spent time on the appropriate governance and oversight. So this is a perfect dovetail. Um, how about you have something about the statement of functional expenses? Where will we find that? If we if we want to go into the nine ninety, um, that would be now little people. Nine off the ninety basically and, um, statement functional expenses i believe you covered over had met in in your previous shows. We have the we had the three signers of the overhead myth. That was on september sixteenth. The ceos of charity navigator, guidestar and better business bureau wise giving alliance. Yeah. So basically, i want to refer to that which is a great point they made and ah, out ofthe not-for-profits are too worried about their program service percentage and that, um, that they want to put like, as they reflect, i guess, everything they can in the program, and they should know that if it’s correct so but sometimes like it gets to a point where they wanna look at things which is more right, grey and, you know, they have the natural incentive to put more into program and not in management, general fund-raising and that doesn’t necessarily reflect the truth and ah, that’s area um, it’s sophisticated donor-centric viewing and i ninety can tell that certain things are not correct there because certain things such as an audit, it has to be a hundred percent management general, accounting and audit is that so? I think it says point important here is that that schedule is ah done correctly. So that’s a potential donor funders looking at it shouldn’t question anything accurate, so get on dh that works is the key. That was the whole message of the overhead myth letter is don’t feel you have to devote everything to to program at the expense of overhead, which can be very, very important. Tis body. So you have sophisticated people looking at your nine ninety, and you’re thinking of it as marketing. Keep that. Keep that in mind. We have to. We have just a couple minutes left. There’s a part of the nine. Ninety that you call a playground? Yes, that is that. That would be schedule. Oh, that’s a place where you can put anything that an organization can beat anything they want in there, so ah, i would use it as a what is it called? What is schedule? Oh, called, huh? I think it’s just called a schedule a it’s, like a supplementary information thinkit’s supplementary in for american. And basically, i would encourage organizations toe explain anything that might look unusual on the on the on the nine. Nineteen. Okay, for example, let’s say if they are starting a capital campaign and in that initial year they wouldn’t necessarily have the revenue yet, but they all these fund-raising expenses, so if they’re fund-raising expense ratio is unusually high and this might be a place to explain that they’re going through the skips campaign and that they they’re also informing the public that they’re doing this. Artist. Another placed to use that for that. So outstanding a really interesting perspective on form nine ninety thank you very much. Thank you for my pleasure. You duitz doom senior manager at wagner cpas, manager of their new york city office. There at wagner cps dot com next week. Buyer beware. You’re purchasing policies and how to do better. Also, maria simple returns on managing a spike whatever that means for you in numbers in potential donors. If you missed any part of today’s show, find it on tony martignetti dot com. Thanks again to our listener of the week, john fulwider. Remember generosity siri’s and their charity support team multi-channel eighty five k runs and walks, generosity siri’s dot com. Our creative producer is clear. Meyerhoff sam labor, which is our line producer, shows social media is by julia campbell of jake campbell. Social marketing. The remote producer of tony martignetti non-profit radio is john federico of the new rules, this music it’s by scott stein of brooklyn. You with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great. Duitz they didn’t even think that shooting getting ding, ding, ding, ding. You’re listening to the talking alternative network, waiting to get a drink. E-giving you could. Come, join us for the thirteenth annual visual for international peace and ecology. On sunday, september twenty one, from nine a, m to six p, m celebration of live music and dance performances spoke the word human peace sign. Art installations in a world peace flag ceremony that celebrates the united nations international day of peace. That’s sunday, september twenty one from nine a, m to six p. M central park numbered band cell, by the way, says the fountain. For more information or volunteer, go to www. Dot vigil number four. International peace dot org’s, that’s, the number four in the earl, or call to want to chip in to five, four, three two that’s, a two one, two, triple two, five, four, three two we’ll see you there, buy-in metoo. Key. You’re listening to talking alternative network at www. Dot talking alternative dot com now broadcasting twenty four hours a day. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking.

Nonprofit Radio for September 5, 2014: Anniversaries Are Opportunities & Work Smarter Across Email And Social Media

Big Nonprofit Ideas for the Other 95%

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Susan Gabriel: Anniversaries Are Opportunities

Susan Gabriel
Susan Gabriel

Susan Gabriel, senior associate at Cause Effective, has tips to make your anniversaries–5th or 125th–more than a night or a weekend. They are great opportunities!

 

 

 

 

Alec Stern: Work Smarter Across Email And Social Media

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With Alec Stern at NTC

If you coordinate email with the social channels you’re using, people will have a better experience with your organization. Alec Stern shares his strategies, then tells the story of Constant Contact‘s birth. He’s a founding team member and vice president for strategic market development. (Recorded at the Nonprofit Technology Conference, NTC 2014.)

 

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, it feels so good to be back in the studio live and i’m glad you’re with me. I’d be stricken with a para fire in jail abscess if i had to swallow the fact that you had missed today’s show anniversaries are opportunities. Susan gabriel, senior associate at cause effective has tips to make your anniversaries with her fifth or one hundred twenty fifth mohr than a night or a weekend. They are great opportunities, anniversaries are and work smarter across email and social. If you coordinate email with the social channels you’re using, people will have a better experience with your organization. Alex turn shares his strategies, then tells the story of constant contacts. Birth he’s, a founding team member there and vice president for strategic market development. My interview with alex were alec was recorded at the non-profit technology conference and t c twenty fourteen a couple months ago on tony’s take two do you know about my other show? We’re sponsored by generosity, siri’s hosting multi charity five k runs and walks i’m very glad that susan gabriel is with me here in the studio she is senior associate at cause effective, she and they provide coaching and consulting services to non-profits on resource development challenges ranging from starting or strengthening annual major donor and anniversary campaigns and increasing board fund-raising to maximizing the strategic potential of special events and anniversaries and that’s what we’re here to talk about on twitter, they are at cause effective. Susan gabriel, welcome to the show. Welcome to the studio. Thank you very much, it’s. A pleasure to be here. I’m very glad you are. I’m glad have a live guest to welcome me actually back into the studio because i’ve been away a while back i am alive your life and live alive cause effective is a non-profit itself we are. What is your work? Helping other non-profits i like to say we have to walk the talk because we are a non-profit where? Thirty, i think almost three years old now, and our mission in life is to help other non-profits build their capacity around resource development. So we’re that’s that’s key for us that we’re capacity. Builders were not the kind of consultants who come. In and do the work and leave necessarily and not so much will come in and tell you what you should do and then leave, but we really sit side by side with our clients and help figure out what are the best strategy? Is what’s going to work for you? And then we’d do an awful lot of coaching side by side, making it work, making it stick. I get a lot of requests for fund-raising consulting, how do we get to the next level? Were mostly founder funded or very small board funded. The board is not effective at fund-raising beyond e-giving from their own pockets and it’s a small boarding. And how do we get to the next level? I believe cause effective khun do exactly that can help those kinds of organisations? Absolutely, yeah, that’s a that’s a question we hear every single day because we’re kind of stuck and you know it can happen to very small founder lead organizations and it can happen very large organizations as well that we’re just stuck. We don’t know how to move it. We don’t have to move the board. We just seem to be living in the past and not be able to really diversify our income streams. We know we need to do that to be smart, to be healthy in the future. And how can we sort of unstick everything and get it moving forward a lot that that a lot that unstick ing is that they’re being stuck in event fund-raising yes, and we’re going to talk about anniversaries specifically, but that’s a lot of what i referrals that i’m asked for our you know, we have an annual gala, we do some events during the year, but we know we know like you’re saying, we know we need to diversify, but, you know, can you help us? No, i the work i do, i cannot all i can do is refer and it’s not an easy referral, so i’m really glad to have found cause effective. It’s a pleasure. I like i said, we hear a lot of that. We talk a lot about year round fund-raising relationship building, so fund-raising is it’s that old thing? Fund-raising is friendraising its building relationships with people year round, building a community of support around the organization and many many of our organizations are stuck on. The one annual event, you know, if they’ve never done outreach to individuals very often, the first thing that we think of is an event. So we do an event and we do the event year after year, and breaking down out of that model is is one of the key leverage points is i see to helping people move forward. That’s outstanding! I said, really glad to have met you and calls effective because i can refer non-profits to you and i hope they come to you were thrilled. Let’s, let’s, talk about anniversaries we have ah, there’s. A lot of potential that’s not being realized. Absolutely that that’s. That word opportunity. I told you when we chatted that that that’s, the biggest word i use around anniversaries is for some reason people pay attention when it’s your anniversary. We know when we have a birthday we have a fiftieth. You know, wedding anniversary. Whatever it is, people will drive across the country. Write to help us celebrate. So people pay attention differently when it’s the anniversary of an organisation and it’s a wonderful time to gather everybody together again. You know everybody who helped make the organization what? It was to say thank you to people to applaud too celebrate the past too, really let people know where you are now and then. Of course especially toe let everyone know what the vision is for the future and how they can be helpful. So that idea that’s one of the leverage points for me in terms of the opportunities that anniversaries provide it’s more people kind of building the team right building the bench so that more people, our thinking about us and reaching out out on our behalf and opportunities or anniversaries are a great time to do that. So clearly it’s already sounding like it’s, got to be more than an evening or even a weekend. We do a workshop very frequently that’s called more than just a party because again that’s part of that stuck thing where people think, well, it’s our anniversary so i guess we better do a neve ent we better do agulla and very often some sort of event. Regala is part of it. You’re not saying that doesn’t belong. No, no, no, no, of course not, no it’s great, you’re going to celebrate, you’re going to invite everybody around, but very often that’s just one of the things, even in smaller organizations that don’t have the resources to do, you know, seven or eight activities during the year are too completely, you know, do a re branding, which people vary off organizations very often do during the anniversary, but even just putting, you know, the fortieth anniversary logo on your website, changing the letterhead, gathering people to celebrate in a different year in a different way. And that idea, you know, looking back former honorees, former board members, former staff, volunteers, donors who were no longer with us and the sort of building back the community touching base with everybody again to say thank you, because they all helped you get you know, where you are today, but then again reenergizing those relationships, so they’re sort of part of the team moving forward. When should we start to be thinking? If we have our fifth anniversary coming up for our one hundredth anniversary coming up, when should we start the planning? Those might be different answers. I mean, if it’s your fifth anniversary, i love it if they’ll start a year out and i know that’s very difficult for smaller. Organizations, you know, very often people wake up and go oops. It’s our anniversary, we better call cause affected somebody just told me yeah, our anniversary’s coming up? Yeah, so the lead time is really, really key cause again, that possibility of reaching out and finding people and and planning, i think, is so important because, again, that that idea of opportunities we always start when we’re working with any type of an event or certain or even an anniversary campaign with your objective and way often asked the question, where do you want your organization to be at the end of the anniversary period? And that’s? Not just i want to raise ex more dollars or i wanna, you know, have three more major gifts or i want to get two more board members, which are all very, very key goals, but there could be lots of different things that you want to accomplish. A new database, a new website you created and, you know, create an advisory committee or whatever it happens to be. So we find that at the beginning of the planning session, if you’ll step back, take a breath and, you know, gather the right. Folks around the table on dh really ask ourselves that question. You know what we want to accomplish in our anniversary, or what can we do now? And what can we build in to be a little bit healthier and stronger, you know, over the next, even three to five years, outstanding. You mentioned we just have, like, a minute and a half or so before ah first break getting the right people who are who are so well now where let’s say we are the six months in advance and maybe it’s our for our audience probably more like their fifth, tenth or fifteenth or twentieth anniversary coming up. Who are some of the right people? That should be in the in those early conversations. That’s a great question and i was pretty pleased with it. I was way asked the question, who might be interested in our work? And that is very broad. Sometimes we have attention. You get stuck on the question of who can we ask for money? You know, and that’s, what will happen if we’re just having one event who might be should be could be interested in supporting our work in some former fashion and then looking at that university people and inviting, as many of you know, representatives from those various groups around the table to do a big brainstorm with us and think together with us about how the organization can meet its goals in the anniversary. And then, of course, ultimately, we hope those people will continue to be part of the solution right part of the team that continues to make the cancerversary a success. This could even be community members, absolutely volunteers, parents, alumni program participants, local vendors. You know, the insurance guy that you know, boardmember sze funders, whatever makes sense, a lot of, you know, government folks are government allies, bring him around the table, and if it makes sense it’s case by case. But you mentioned funders that’s an interesting yeah, funders past current finders there. Well, if they’re interested, right funders future, if you can get them there, you know, potential board members, potential funders, absolute. What a wonderful way to engage them in the work with you. We have to go away for a couple of minutes when we come back. Susan, i’m going to keep talking about anniversaries as opportunities. Stay with us. You didn’t think that shooting getting dink dink dink, you’re listening to the talking alternative network to get you thinking. Dahna cubine this’s, the cook, said about bush senior wear hosting, part of my french new york city, or guests come from all over the world, from mali to new caledonia. From paris to keep back french is a common language. Yes, they all come from different cultures, background or countries, and it common desires to make new york they’re home. Listen to them. Share this story. Join us. Pardon my french new york city every monday from one to two p, m. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future. You dream of. Two one to seven to one eight, one, eight, three that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. You’re listening to the talking alternative network. Welcome back to big non-profit ideas for the other ninety five percent. We got to do live listener love because it’s so been so weak many weeks that i haven’t been able to let’s start here in the us. Shelby, north carolina, levittown, new york and new york, new york live listener love to you also langley, canada in british columbia live listen, love up there, let’s, go abroad several in japan we see tokyo, but there are several others masked or hidden for some reason. Konnichiwa, sweden, paris, france we have a guest live. Listen, love susan, please, for paris, france got you italian, mexico city, mexico. Hola. So korea and inchon, korea also on your haserot our anniversary very impressive. You’re beautiful. Yeah. Finders all with the new york accent. You lost your accent for the for there are parisian er’s. Um, the anniversary it is not well, we already said doesn’t even have to be weekend, but it could be months, right? This could be a long term affair. Could be long term affair could be twelve to eighteen months. Easily, it could easily be even a two or three year campaign. I mean, many larger we’re going to do? And you said you said when do we need to start planning? So if you’re planning an anniversary campaign where you want to raise, you know, five, ten, fifty million dollars you need to start way up front, you know, again, who are the right people? What are the right goals? First of all, who are the right people that we need to gather around to help us reach those goals? And the whole idea of a silent portion of that, you know, campaign before it goes public on raising a lot of money and awareness and getting the branding and the messaging straight before we ever, you know, take it live so it could easily be a year to even two years of planning. I love that it’s not just around fund-raising there all the stuff that you mentioned before the break, like new new database rebranding, i guess it could even be evaluating your mission statement. Perhaps you know, the core values, things. I mean, there’s. A lot of a lot of opportunity here having nothing to do with fund-raising or volunteer recruitment per se, right? Yeah, a lot of organizations do that kind of. Work, they’re doing a strategic planning process right before an anniversary is a great idea if you can pull it off, we do a little mini strategic planning is part of our work with organizations because we do want to take a breath and step back and say, you know, where are we where we go and what do we need in order to be able to get there? What are we trying to build hutu meaning on the team? What kind of resource is will we need to really to really be able to get there? S o but a lot of organizations do doing a formal strategic planning process right before an anniversary before they because that tells them where they need to go on the kind of objectives that they need to have, and it can be programmatic. Absolutely, it could be building the capacity of the infrastructure of the organization, and it is related to fund-raising because if you want to start a new program or, you know, beef up a program you’re going to need, the resource is in order to do that, and you’re going to need that, you know, the human resource is as well, including the people on your board and we have all these people together. Are we proposing things that we would like to be our goals at the end of the anniversary? We’re also listening to what they think we should be doing exactly both. I think i think, you know, because some of these people don’t know what’s really, really well and part of what we want to do, gathering them around the table is to get to know them better and have them get to know us better. I think tow walk into an anniversary planning process like that with a pretty good idea of where you’re going, what you as an internal team think your goal should be, um, and presented to them and share it with them, certainly for feedback. You want to hear what they have to say, but you especially want to here with them in terms of messaging and what might be meaningful to them and people like them in terms of engaging them in the way we want, you know, we want to have a relationship with these folks ongoing. So what would that look like? Please tell us what kind. Of messages you would need from us, our communications, or what kind of events and activities would be most meaning bill to you and people like you. Now you make just slip down a little bit. Yeah, there we go. I want you to be comfortable, okay? And i want people to be able to hear you, um, goals these need to be. I hear this from a lot of guests, but we’re going to reinforce because it’s been a while. Measurable, right? I mean, we talk about smart goals specific, measurable, achievable, and i forget they are in the team, all of those things. But we want, you know, like numbers of new donors. Perhaps if we were talking about fund-raising and maybe what sectors they come from potential channels. I’m glad you said sectors, because that, yes, measurable is really, really important. Just that old adage. Write what what gets measured gets done so as specific as you can make goals, you can say we want to raise more money, and if you raise an extra dollar you’ve, you’ve succeeded. But if you say, i really want to build our major donor effort and we now have five people giving us ten thousand plus and by the end of the anniversary period, we wantto have twenty five, people e-giving us that amount. That’s very, very clear. And justus, you said tony it’s measurable, so we want to be able to celebrate. You do want the goals to be realistic. You can’t be pie in the sky because you want your team to feel really, really good at the end of it. Like we we definitely succeeded. We definitely took the organization forward because that’s a very motivational to keep people engaged. If this is our fifth or tenth anniversary, what do you think are some some reasonable goals? I think you know it’s, our favorite answer at cause of activity. Thanks. It really depends on where the organization is, right? Tell us a story can share a client story about an organization that exploited its its anniversary and did. Well, um, sure, i can. I worked with a dance company whose board was lovely and very committed, but not used at all to reaching out on behalf of the organization and really serving as the face of the organization. The chair was knew he’d never been a chair. Before, it was a lot of work to do in terms of sort of building that second, that second team and by the end of the anniversary period and in fact, during the brainstorming session which i led for them, three meetings of pulling, you know, gathering all those folks, those disparate folks around the table, they had three new board members who were very active and you mentioned before from sectors came from different sectors of the economy. So they brought different collectivity and networks with them, and they’re in a much different place. The board chair, i can say, is doing a terrific job. He knows exactly what he’s after now and he’s out there, you know, introducing the organization to new people into new board members and getting you know it also having a lot of fun. Outstanding. What anniversary was that for them? Ten. Now you have your own background in the arts. I d’oh what? You are an actor. I was. Does that help you in your work? Certainly. With the arts organizations i use you mentioned that it wasn’t in my bio on the on the website. We do put it in my bio. When, when we’re ah reaching out to arts organizations because we, you know, we think they find it that’s fine, i have about half a dozen different bios, one emphasizes standup comedy, one emphasizes plans giving charity registration, exactly downplay everything because i’m embarrassed fundez organization, you know, whatever. So yeah, i have a lot of bios is, well, yeah, i understand it certainly helps me in my training work. We do a lot of workshops, we do a lot of training, you know, in front of boards of directors and engaging people, and being funny and and entertaining is certainly eyes, certainly helpful in that in that work. Yeah, there’s quite a bit of don’t dole training a lot of doll out there. There’s a lot of dollars is a lot of people are paying for it. Unfortunately, most of what we do is free, so i’m really glad that you made that point. You can get entertaining, entertaining smart people for free, excellent. After we have our goals, where what’s our next step in our planning, i think it’s the team again, it’s, who were those people? Who do we need on the team to actualize those goals? Xero an anniversary committee we’re talking about now? I think so. Okay, you start with the internal sort of, i call it the internal working group, but the internal team and then you go external when you’re ready, when you have your your goal is pretty much said, and you know where you’re headed, you’re going to gather the people together that you think can can get you there and his divers a group as possible because they all bring different skills, different connectivity, you know, different levels of commitment, but i think that’s key that’s one of the leverage points in terms of taking your organization to the next level is building the group of people who are serving as ambassadors and thought partners, and ultimately, you know, donors and supporters for your organization, the more people we have i mentioned earlier that idea of a community of support, the more people we have in that community, that air reaching out on our behalf. The bigger and bigger that community gets, and then we can really create a sustainable fund-raising model and it’s, not the same people asking the same people over and over and over again. Now, obviously, we have to take care of them on the other side, the’s a relation in ships with riel humans so we can reach out and raises over exactly if we just forget about them. We can’t expect them to be there the following year if we don’t take good care of them, let them engage otherwise it’s, poor relationship building and exactly were suffering in a lot of more fundamental ways than not getting the most out of our anniversary. Yeah, exactly. Presumably you would’ve invited to these initial meetings some of the people that you’d liketo see on the anniversary committee and you could be gauging their interest in doing that from the from the early meetings. Exactly a lot of those jobs that you is that old, i think it’s a dale carnegie thing of when you ask people for money, they give you advice. But when you ask people for advice very often it leads. It leads to money. So when you pull people together. It’s really? We just want to think together with you we want to get your thoughts. We want your ideas, but part of that is that you’re cultivating them. They’re getting to know its justus you said they’re getting to know you, you’re getting to know them. And very often people who have who have come for these brainstorms they will. Now what do i do? How can how can i help? Because this is great. The other thing is, is getting them asking other people for advice, an anniversary or kind of any day of the week is a good time to ask people for who should we be talking to? You know, if you’re not interested or if you are interested, who else do you know who might be interested to give us a little advice about something? Sametz spur, tease? Open a door for us or, you know, help us with our marketing or the right, you know, crafting the right messages or whatever people there’s a lot of different ways. That’s another thing i like to remember and share there’s a lot of different ways for people to be helpful to our organization’s. Not just money. Absolutely. We have our committee. Now together we start assigning roles, responsibilities, leadership, etcetera and my right. Or have i skipped anything? I don’t think so. I think that’s it. Okay. You have your goals depending. I mean, we’ve run one hundred fiftieth anniversary campaigns where there were seven different subcommittees. You no one was marketing. One was community outreach. One was fund-raising, etcetera, and smart. You know, smaller organizations where everybody’s in the same room together. But division of labour is definitely important if you can get volunteermatch leaders that you feel really comfortable working with to take on certain bits of this work, especially in a small ah, you know, not so well staffed organization that can be really crucial if somebody’ll take ahold of one of the pieces of it and run with it. And then you can sort of be the little wheel that that manages the big wheel instead of trying to manage, you know, seventy five different pieces. Who’s who’s who is shepherding this entire activities? This. And is there an honorary chair? Well, maybe not the honorary chair. Was there there’s an anniversary chair person. It was a volunteer or remember what again, adding, it depends very it depends on the organization and the structure of the organization sometimes it’s, the executive director who’s sort of keeping all the wheels moving if there’s a development director, very often it’s his or her job to do that in terms of leadership and sort of inspiring the group very often, it is that share of the anniversary who’s actually doing the outreach to especially high level folks, if it’s a big ask whatever that amount is very often it’s that person that we’re looking to teo to provide that leadership i’m i’m doing this, i believe in this this is a great opportunity, wonderful organization, and i’m asking you to join me, which is a very powerful and different message than coming from, you know, the development director who who works at the organization, so we love it when we get that peer-to-peer outreach and asking from members of the of the committee and those leaders, you’re absolutely right. Those leaders are key and making sure that it’s successful, what are some of the fun activities events that you’ve seen around around anniversaries? Oh well, you know, amazing things, carnivals and you know different things that people have done with auctions. People we have a wonderful group that i’m working with it. The heart of their mission is is volunteers corporate volunteers reading to young people on their lunch hour? They literally dropped down out of their offices for an hour and reid to the same child week after week. Can i plug them? You go, it’s called read ahead and they are read ahead and they are terrific and they’re inviting celebrity readers. And we had bobby kind of ali at the event last year and he did a wonderful job doing doing his reading from a children’s book. So something that’s very mission centric is is is most profound. I think the worst thing in the world you want to somebody leaves an event of any kind, but certainly your anniversary goes around to the office the next day and says, wow, i went to this great event, you know, it was on a yacht or whatever it was, and somebody says, oh, what group was it for? E? I don’t know it’s something to do with kids, you know? You know? So you really want people to be steeped. In the heart of your work, when they walk out and have a wonderful, enjoyable time, you mentioned quickly look focused a little more on some of the communications that might be different for around anniversary. You have f some advice around the marketing communications part ah, tiny things specifically, mostly it’s, that issue of just making sure everybody knows it’s your anniversary, that idea of inviting them in ah it’s a celebration we want to hear from you come in and be with us. Come to a you know, come to a barbecue in the summer aura, you know, holiday party in december. That idea of really thanking people and it’s very warm and that kind of outreach and also being very specific about about where you’re going and how people can be helpful, i think cause effective has some events coming up that i think we wantto give a little shout out for. Thank you. We do. We have. Ah, we do a lot of the workshops. Thanks, tio. Various and other organizations with which we partner. We have ah, works up. Coming up on october fifteenth at the foundation center and that’s about the development team building. A strong development team between the development department, the executive director and the board and even the program’s staff. And we have a lovely workshops around building your board’s ability to fundraise that we’re doing in partnership with the non-profit coordinating committee and city foundation. And that is taking there’s one in october in in brooklyn and there’s, no one in long island and one in connecticut. Where can we find information on cause effective site on the cause, effective site or and or on the non-profit coordinating committees site for the ones for their or foundation center for the first foundation center for the first one? We do usually three or four workshops there. Ah year. So i’ve coming back. I’ve done training there, too, on plant giving in charity restriction. Not boring, not boring, not boring. That’s what people said, i’m convinced already. Thank you, susan gabriel. She is senior associate, senior associate at cause effective. You’ll find them on twitter at cause effective. And the cost effective website is as effective dot org’s susan gabriel. Thank you very much. Terrific advice. Thank you so much is absolutely my pleasure. Pleasure. Oh, thank you. Thank you very much. Generosity siri’s you know about them, they host the multi charity five k runs and walks and they are a sponsor and so i have to give them shout out what is special about this is that small and midsize shops probably likely can’t generate enough activity enough participants to have your own run walk. You know you can’t go out there with fielding twenty people everybody’s going tto gett there and say, where’s, the party, but you put together a dozen or fifteen charities, and everybody brings twenty or so, and now you’ve got three hundred fifteen times twenty yeah, three hundred or so. So you know, i i just i love the concept of building this community for a day around your fund-raising they have a charity support team that helps you do the fund-raising of course, you get the, you know, you get the dashboard to get the website and everything so that your participants can go and they they in classic peer-to-peer fashion, you know, they ask all their friends, of course that’s all included in what what generosity siri’s does. I like to talk to people on the phone and so ah, you know, pick up the phone, talk to dave lynn he’s, the ceo. They have activities coming up in new jersey, miami, new york city and philadelphia. There are seven, one eight five o six. Nine, triple seven if you prefer the web generosity siri’s dot com do you know about my other show? It is fund-raising fundamentals. It’s, a podcast that i host for the chronicle of philanthropy. It’s very different than non-profit radio it’s it’s quick, quick burst it’s only ten minutes long, it’s a monthly and its devoted to fund-raising topics i usually have a consultant and one of the charities that they’re working with or a client you know, client or former client last month was getting large corporate gif ts we had the president of the wells fargo foundation and the ceo of accelerated schools in los angeles, one of the wells fargo grantees. Ah, i’ve done facebook fund-raising with john hayden getting to the next level online storytelling attracting monthly recurring gif ts creative lacoste thank you’s, lots of others i’ve been doing this for about two and a half years for the chronicle. You will it. It is called fund-raising fundamentals information? Is that tony martignetti? Dot com and so so on itunes and that is tony’s take two for friday, fifth of september thirty fifth show of the year here’s my recording with alex, turn on working smarter across email and your social channels. Welcome to tony martignetti non-profit radio coverage of ntcdinosaur non-profit technology conference two thousand fourteen we’re at the marriott wardman park hotel in washington, d c with me is alex turn he is remember the founding team and vice president for strategic market development at constant contact, alex turned welcome to the show. Thank you, tony. Pleasure to have you your workshop topic eyes grow your non-profit with email and social media, i presume we could be smarter non-profits could be smarter about working across on coordinating email and social. Yeah, for sure that there’s a lot of opportunity with the different channels that are out there today, and i think, you know, email is that targeted kind of private conversation i’ve given you my email address and your now reaching out, communicating to make there’s that opportunity where, you know, where’s, the supporters, the constituents of that non-profit hanging out and oftentimes it’s on those social channels, so when you think of the marketing mix there’s there’s, a wide variety of those options each non-profit for-profit i’ll figure out kind of which channel works for them and where their base is hanging out, but you can you can sort of leverage that communication, get in the conversation and share the things both in email and then replicate those over on the social channel so they may miss it in the inbox and pick it up on those social channels. And how do you know which which social channels you should be spending your time on? Yeah, so that’s a great question, i think, you know, oftentimes non-profits, you know, say, well, no, should i be on all of them? The best thing is really to sort of pick a channel where they believe that their constituents or hang out, they could certainly ask them, you know, are you on facebook? Are you on linked in twitter and so forth, and then test test their way and figure out when those channels get a presence on that start toe post? You know, some of their communications, some of their thoughts, and then really just see the engagement that starts to happen. And then once they kind of get a channel down, then they can look at which other ones make sense to expand on. Okay, so this has to be deliberate and unconscious and not it’s new, so we should be there. Yeah, i think, you know, you know, there’s an investment in terms of your time, for sure as you’re supporting these because you’re, you know, at your inn a conversation so it’s not just sending out of communication and, like you would say for an email that’s going to send in someone’s inbox their going to read it, and they’re going to take action. You’re in a conversation certainly is that expands over onto social and so in supporting that, you just we’ll figure out which ones work on and spend and invest more time in those if that’s where your constituents or hanging out ok, and then you’re good the the value in converting from the from the from the conversation on the social network two two as you call it it’s exactly the private conversation and email, right. And what? How do we how do we make that we start to make that leap? Yes, i think. You know, the as non-profits air supporting their customers and being, you know, all different constituents. So it’s it’s donors, it’s, boar, it’s, their board, it’s, their volunteers, supporters, there’s a whole wide right of different folks that are kind of involved with that. Non-profit and so as they’re in the conversation, say, on social, they could do they ask, you know, at that point to say, hey, you know, would you want to subscribe to receive our our newsletter, and then, you know, when they do that, they can set the expectation in frequency to say, well, our monthly news that air around events, you’re special events, news, you know, alerts about what’s going on with the non-profit and so oftentimes if they get in the conversation on one of the social channels that usually will drive them to want to, you know, go over and subscribe therese, receive some other information via email and so forth. And you suggested in that example you just gave making the case in even in let’s say it’s, even just a twitter ask, but making the case for why you should sign up, not just sign up for our email ar e mail alerts yeah, i think you know, the, you know, from the recipients perspective, you know, that being the constituent, they’re going to make decisions around what they’re where they’re going to sort of of hang out, and if they believe in what the organization is doing there supporting it, they like they like kind of the work that you’re doing there, hanging on those social channels just simply by asking its and sort of setting the expectation of what they would get if they were to subscribe through, you know, you know, the email newsletter, then they go over and and so then you’re going to meet their expectations because, you know, kind of told him i had a time what the what to expect? Yeah, it’s subsumed in everything we’re talking about, but let’s make it explicit. Email is still very valuable for for campaigns of any type, whether it’s money or call to action email is very important, right? Yeah. There’s, no question. You know, when you when you think about sort of the targeted nature of that’s going into the in box, they can take take action with that, you know, with the push of the button receiving that they can go and donate that can click toe, attend the event and very easily with the click of a button, share that to their social channels. So you get the leverage of it’s, sort of a trusted source. I believe in this organization, ivan affinity with with it. And i’ve got a bunch of friends and people that are sort of following me on my channels. So literally push of a button, share it out to my social channels. And then that could engage others to want to take a look at the organization and it’s coming for me. I could put a note. Say, hey, this is that organization i told you about let’s all go gather together, go to the park and teo, you know, the spring cleaning event or attend attend event. You know what? Do you guys consider making a donation as well? So i could be doing and ask of my friends simply by taking the email that’s in my in box and informing that on an email still has very high open rates. Yeah. Still valuable in that respect. Yeah. Eso, you know, certainly with, you know, with constant contact. We’re seeing over ninety eight percent, you know, kind of in the inbox and readable format, so, you know, the great thing is it’s getting there, and then they can easily take action from from that email. What about if listeners are our audiences about nine thousand small and midsize non-profits what about the, uh, millennials? Younger? Like suppose you’re trying to activate, like, i don’t know, fifteen to twenty five year olds or so is email less less? Uh, well, lower open rates among those ages for email and mobile becomes more important. Mobile in text. Yes, i think just across the board mobile in general, about fifty one percent. You know, recent studies say about fifty one percent are sort of opening those emails through through mobile initially, so, you know, kind of half the people are looking at on a mobile device on dso, a cz faras where, you know again, where’s, the audience of that non-profit hanging out potentially the millennials have you on some of the social channels, but you have that opportunity to do the ask on dh as you engage with them to have them subscribe in of course, then they would be able to get their communications v e mail as well. So, so, really it’s a personal preference, you asking you? And if email is not my, not the way i want to communicate with you, i won’t subscribe, and i’ll stick with the channels where we’re having the conversation right, exactly. Okay, um let’s, i know we need teo. We need to go to a lot more detail on, you know, leave. Leave listeners with something they can not necessarily execute, but least test on. Dh. Think about sure as they is there in their social channels and coordinating with email. So what? What? What about your your panel? Is that your i’m sorry, your workshop already already happened. What? What advice did you have for people that we can leave listeners with get them thinking about their own work? Yeah. It’s ah, there’s a lot of places we go with that i think they know there’s some there’s, some kind of key things to sort of take away. I think first, you know, when people were thinking about moving on to social channels and, you know, in my session, folks or start asking kind of which channels or should we get going and others who would be broader and you’re kind of the things we talked about earlier, i think one of the things that, you know, testing their way and again ist is figure out, sort of which of those channels when creating when creating their communications, for example, email there’s. That there’s the ability with one click for my creation of that email toe push those out to the social channels, but i think, you know, for example, fired five tips to why they should support my non-profit i could easily hit a button and share those on the channels that that we’re supporting is a non-profit but if you think about that, if i had these five tips, one thing you could do is, for example, on twitter, maybe do one tip today, right? So take spread those five out into five tweets on dh then so of course, with the same, you know, called action where, then go and see the others if they’d like. So then you have the opportunity and potentially catch someone who may not be on the channels when you’ve put that initial communication out through it. But now you have an opportunity, maybe catch him, you know, because they’re hanging out at the time when one of those additional sort of tweets happened, so i think there’s ways to take take the communication and share it, but also take the content and think about ways to sort of divide that up on dh. Use it effectively across the different channels, okay, um also value in sharing the content that others that others have created maybe an ally. I’m not thinking simply adjust the the retweet, but maybe going deeper and introducing people teo on allied organization that those similar type works maybe in a different part of the country. Or you’ve got a relationship, perhaps on a different level, with an organization sharing their content introducing. And i think at that point you become an introducer of people you’re making making new connections value there, too, and you don’t always have to create your own content. Yeah, so one of the big questions is always around content, and i think you could certainly be developing it on your own because, you know, you could be our authentic self is a non-profit you can talk to the audience about the things that you’re doing, but i think there’s so many constituents right under your soda under your nose that can support support your content as well. So you think about boardmember tze you could think about your supporters, your volunteers, the folks that are actually delivering the services on your behalf and, of course the recipient of those services so there’s, so many different folks that could actually be assisting in writing and developing some content, putting it sort of in the voice of the receiver of service, is that the ones who are actually delivering it? Staff, i mean, there’s there’s, sort of all of those things. But, you know, oftentimes there are complimentary non-profits there’s also different advocacy groups and folks that are talking about the similar topics that you would be supporting us a non-profit and so we would always suggest you could go read some of the content that’s out there and then put some opener in your own words when you’re attaching or sharing some of those things. So from a thought leadership perspective, here’s, why, i think it’s important for you as a supporter of our organization to read that information in terms of the your various internal constituents. How do you how do you empower them? Tio? Be content creators and enable them? And where does that stop, mister? Start with leadership, right? But how do we had a week persuade them that they can create through the content for us? Well, i think you know there’s. There’s a lot of different ways, tiu that ask sometimes you can just start simply by serving out, you know, asking for feedback, right? Few backs, a gift, so just going out to the recipient services and getting their feedback and then sometimes sharing back hey, you know, maybe we maybe we made an adjustment to some of the services were providing or we added another, you know, clean the park day because people said it was so great will want to do more of it. And so, you know, just simply by surveying, getting that feedback and saying, hey, we we heard you were going to add another day, and this was based on the feedback that provided by you are our supporters at the same time, when you’re thinking about your different constituents, anyone receiving services, you know, that gets to sort of the heartstrings of hearing from someone who, you know, i may be made a donation, that person received these services and what it did to them and their family, and then seeing seeing kind of the impact of what i’ve done with the delivery of those services, you know, is a real feel good and so, you know, they’ll be happy to share that, you know, they’re sort of their experiences staff and others that are delivering the services would want to share their experiences in doing so, and that certainly doesn’t feel good there as well. And then you kind of move around those different constituents, the just simply by asking, you know, you’ll find that several people, you know, believing in the organization will want to sort of tell their story from their vantage point. I think volunteers is just another great way where, you know, they’re they’re investing their time, they’re bringing their friends along to assist in volunteering and helping as well. And then, you know, they’re constantly and not even with the ass. They’re constantly always going to be sharing, you know, they attended the event that took photos, they want to post those they want to just talk about, you know, kind of the great experience, they’re they’re investing their limited time, we all have limited time, right? And so and they’re going, they’re going to sort of share on their own. But when you ask, you know, there’s, certainly i would feel good if the organization came to me and said they would love to get your thoughts. You know, do you mind telling us a little bit about your experiences with supporting the organization or volunteering? And people are happy to do that. This is going to require, ah, maybe a cultural shift in the organization. Our content is no longer just created by our web team, our web web person with, with, you know, in a small bits i shot, that could be one person. Dafs you’re listening to the talking alternative network. Yeah. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Talking alternative radio twenty four hours a day. I’m rob mitchell, ceo of atlas, of giving. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. We’re going tow, tow open, open up the culture, right? Yeah, i think you know it. It’s sometimes it’s an ah ha moment. You know, i actually helped start a couple of non-profits a cz well, sit on some boards and when we have these conversations, it’s sort of like, oh, ok, now i get it, you know, i didn’t even think of them as as opportunity for presenting some content for that we could be sharing. So it is a little bit of a shift. I mean, oftentimes you go rightto folks in marketing or on the content team and you know where they’re just going to be cranking out some of that content. But now they these two can reach out and find some other constituents that will assist. And i had a guest yesterday make the point that you have ah, production facility in your pocket with your average smartphone. Why not? We’re not empower people who are carrying those phones. Teo, his case was make a short video, right? So, you know, i think, yeah, the other thing, you could have some fun with it. So you know, there might be a contest around the organization. Was doing something where they’re like they wanted people to create t shirts, you know, or maybe some some branding around the organization, and so they have a contest and everyone starts creating those. Of course they’re going to want to share the ones that they’ve created they might may have. Well, here’s the top ten list or here’s the winner, of course. What are they going to do there? Want to tell everyone and share it on on their social networks? They look, check it out. My shirt wanted this contest at the local non-profit and so you could have some fun with different different ways to engage them. You probably have an interesting story. A founding team member of constant contact, constant contacts, pretty well known organization, which i’m sure you’re very pleased with. Yeah. What, what? When? When was i mint twisted in the founding of ah, such a ubiquitous company. When? When was the founding s so how did it come around? Sure. So, you know, from day one there was actually there’s three of us in an attic when we started. And then we quickly sort of banded together a great, great leadership team and others toe sort of help in sort of the founding of the organization. When was this? Where with a what year was this the ninety seven and ninety seven beginning in ninety eight? Okay, and so from day one there was obviously with with many of us there was, ah, sort of a passion to want to be involved with. Non-profits and we’ve we’ve supported non-profits from the get go, we’ve gotta cares for kids program where our customers are, partners are employees can all donate an account two of two non-profits that that are near and dear to them on, and certainly once that where they’re sort of supporting educational programs for kids. So we’ve been really active and involved there. Hyre and so today we have over a hundred thousand non-profits that we work with and so it’s, you know, obviously very key key part of the business and, you know, when we started early, i think, you know, one of the early premises were level the playing field for smaller organizations to be able to use the tools that you know, like email marketing against sort of the big box in the agencies and folks that we’re doing for for larger org’s yeah, what landscape looked like at that time, late ninety seven, ninety eight what was available before there was constant contact s o there were certainly some things that were being done on the enterprise, you know, kind of sort of upper end of the market for larger businesses, but there wasn’t present much for smaller, smaller organizations and non-profits and so, you know, at that time and still we see it today, ah, little bit where the inbox, you know, they were using some of their inboxes, you know, sending group based messages and attaching things to those and of course, all the problems that sort of ensued with using that as a marketing channel. And so, you know, as we evolved and creating this very easy to you sort of self self service tool, but but bringing in all of the thought leadership, the know how in the coaching to assist folks because, you know, we have over six hundred thousand customers today, and they’re all small businesses, you know, seventy percent have ten employees or less, you know, fifty per cent of two and twenty percent have one employee, so we’re dealing. With the v in very small, fifty percent have to two employees. Yeah, okay. And so, of course, in the non-profits scenario, there’s a lot of volunteers and other stepping in. And so we had to tow really figure out sort of that success formula. Tio, make sure that teach him how to do it well and help help them succeed at it. And now you have consultants who are who help help do the training. Yeah. So there s oh, there’s all kinds of way that we will assist them today. Last year, we spoke toe over four hundred thousand people locally. So we did about seven thousand events delivered by folks that we have out regional development directors in the field, but also we have authorized local experts that that air trained upto speaking as well and so we’re out, sort of in the communities delivering that thought leadership and best practices. Tto help folks succeed at that. And of course, if someone raises their hand and said, you know, i need assistance, you know, we have marketing coaches that are gonna help them, you know, as they initially get started, we’ve got, you know, sort of support. Any time where they can call on get assistance that way. But if they really do need someone to assist, we’ve got, you know, thousands of consultants that are local, and many that are also, you know, focused in different verticals that can assist them. I want to give a shout to ah maria simple, who is unauthorized local expert she’s a listeners know her very well she’s monthly contributor in prospect research, but she also is unauthorized local expert for constant contact. So i think if you’re thinking about constant contact, you’d like to learn more that no better place to start, maria simple and you can certainly get her through the show’s facebook page through my blaga tony martignetti dot com or her sight, which is the prospect finder dot com super yeah, she’s outstanding. Yeah, so glad she’s part of the show and has been for we’ll be a year and a half or two years, so yeah, um, let’s go back. Teo. Teo to your workshop. Back-up what? What more advice can we believe non-profits with you must have other tips. Things you take aways that you want to share? Yes, i think they’re a couple. Of you know, in terms of what we’re talking about content, i think one of the things today more so than ever, given that, you know, fifty one percent of the folks we’re looking at things on mobile phones a little bit on the less is more so thinking about, you know, oftentimes we want include images and and other things in there are communications want to make sure that the footprint of those air small so that it could be, could be read on those devices a supposed toe, you know, the way often see where have to sort of scroll side to side or up and down to see some of them. This is very important optimized for mobile, right? What do you say? Fifty percent of one percent opened on mobile? Yeah, kind of initially looking at the communication through mobile, so i think it’s really important to think about from the sizing of sort of images, but also make each other there’s an alternative text there if the images is blocked, so they’ll know kind of what, what, what they’re missing, but at the same time, you want to keep the content sort of short, sort. Of shorter and sweeter and you know you’ve got it, you’ve got sort of, you know, the initial two words of that subject line or kind of key, you know, you know, today or don’t miss out or, you know, things around, you know, sort of getting them. Tio tio want to go on and read that so they may look at it, the mobile they may actually, you know, go to the called action and do something there, of course, then you have the back of it being in your inbox. So then go look at the uso the full communication, but we would also guess, you know, if you’re doing a newsletter, you could do some of the initial content on, and then you could do some some sort of tease them with the article and then a link over to see the rest a supposed toe, putting everything in the communication. So there’s some some options there? Kind of, you know, dr them toe wanna click through because, you know, opens aren’t necessarily in an indication of reading, but what if they’ve clicked to go and see something you know, that’s that’s a good indication so as you look at things making immeasurable, i think one of the things that way often see is just, you know, thinking about the call to action and, you know, measurable results, right? So today, someone might say, well, so even, you know, email driving over to social, you know, if we get so many likes or so many shares that’s great, but but thinking about what? What you’re back to your goals and objectives of that communication, is it? Is that really it or do you want to be driving you? No action around, you know, attending our event or, you know, click to donate s o something something deeper than vanity metrics exactly and said it’s and said, you know, set that those goals and objectives so that that you’re mapping your communication to achieve that, and then of course, then, you know, as you go and and you create your communication, think about the leverage of sharing that so giving that campaign and through email, more life, bike by sharing that over on the social channels and as we talked earlier than once they’re on those channels and you, you’re building your building the conversation with, um then doing that ass to get them to subscribe in to get the targeted messaging through, you know? So so you you have the opportunity in that marketing mix to capture them wherever they’re hanging out. So if they miss the communication as ah, you know, because it’s girls through on social, they can always be coming back and seeing that in their inbox to take action. Okay, excellent. Thanks for your advice around. Coordinating email in social thanks to me. My pleasure, alex turn is a member of a founding team and vice president. Strategic market development. Constant contact. You’re listening to tony martignetti non-profit radio coverage of ntc not brought the technology conference. Twenty fourteen. Thanks so much for being with us. Thank you, tony. Thanks to the folks at and ten, the non-profit technology network got more live listener love people joining in kawasaki and shoes. Wacha, japan. Konnichi wa. Beverly, massachusetts. Atlanta, georgia and multiple new york city lots. People in new york city welcome live listener love to you going abroad again. Let’s. Go to china, nanjing ton gene ni hao the philippines air with us. Ireland is with us can tell what cities in either of those countries, we could see la paz, bolivia, though don’t we don’t get too many listeners from south america welcome live listener love and coming back here, mount st joseph, ohio live love to you. Next week we have a seat altum he’s going to talk about using your irs form nine ninety as a marketing tool and also another interview from non-profit technology network. If you missed any of today’s show, you’ll find it at tony martignetti dot com. Remember generosity siri’s for those multi-channel ity five runs, walks, generosity, siri’s, dot com, our creative producers, claire meyerhoff, sam liebowitz is the line producer shows social media is by julia campbell of jake campbell. Social marketing on the remote producer of tony martignetti non-profit radio is john federico of the new rules music is by scott stein. You with me next week for non-profit radio. I hope you will big non-profit ideas for the other ninety five percent. Go out and be great. Yeah. They didn’t think dick tooting. Good ending. You’re listening to the talking, alternate network, waiting to get anything. Good. Come. Join us for the thirteenth annual vigil for international peace and ecology on sunday, september twenty one. From nine a, m to six p, m. Celebration of live music and dance performances. Spoken word human-centered line art installations in a world peace flag ceremony that celebrates the united nations international day of peace. That’s sunday, september twenty one from nine a, m to six p, m central park numbered band shell by the bethesda fountain. For more information or volunteer, go to www. Dot vigil number four. International peace dot org’s that’s, the number four in the earl, or call to want to chip in to five, four, three two that’s a two one, two, triple two, five, four, three two we’ll see you there. Krauz durney you’re listening to talking alternative network at www dot talking alternative dot com now broadcasting twenty four hours a day. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Talking. Hyre

Nonprofit Radio for August 22, 2014: Integrate Social And CRM & Technology And Organizing

Big Nonprofit Ideas for the Other 95%

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Bryan Giese & Jenn Smith: Integrate Social And CRM 

With Bryan Giese and Jenn Smith at NTC
With Bryan Giese and Jenn Smith at NTC

How do you integrate social media data into your CRM database? What social media data should you preserve? I talked to Bryan Giese, Heller Consulting’s director of marketing, and Jenn Smith, Heller’s vice president of digital agency, at the Nonprofit Technology Conference (NTC).

 

 

 

 Austen Levihn-Coon & Rachel Butler: Technology And Organizing

With Austen Levihn-Coon and Rachel Butler at NTC
With Austen Levihn-Coon and Rachel Butler at NTC

Technology has created opportunities for organizing, but also challenges. Austen Levihn-Coon and Rachel Butler identify the challenges and how to overcome them. They share strategies to deepen engagement beyond petition signing and identify leaders in your community. Austen is chief innovation officer at Fission Strategy and Rachel is campaign representative for the Beyond Oil campaign at Sierra Club. We talked at NTC.

 

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host and i’m glad you’re with me. I’d be forced to endure pseudo member nous stomach titus if it came within my ken that you missed today’s show integrates social and c r m how do you integrate social media data into your cr m database? What social media data should you preserve? I talked to brian gz heller consulting’s director of marketing, and jen smith heller’s, vice president of digital agency at the non-profit technology conference and t c and technology and organizing technology has created opportunities for organizing but also challenges. Austin levine kun and rachel butler identified the challenges and how to overcome them. The share strategies to deepen engagement beyond petition signing and identify leaders in your community. Austin is chief innovation officer at vision strategy, and rachel is campaign representative for beyond oil at sierra club. We talked at and t c on tony’s take to a new non-profit radio knowledge base sponsored by generosity siri’s hosting multi charity five k runs and walks here’s the first of the two ntcdinosaur views today with brian gz and jen smith welcome to tony martignetti non-profit radio coverage of ntc the non-profit technology conference two thousand fourteen we’re at the marriott hotel wardman park in washington, d c and with me are brian gc and jen smith. Brian is director of marketing at heller consulting. Jenn smith is vice president digital agency at heller consulting. Brian jen, welcome, thanks so much. Thank you very much for having i’m glad. Thank you for taking time on a busy conference. You’re workshop topic is bridging the gap between social media and cr m let’s. Make sure everybody’s on the same platform on the c r m of course, constituent relationship management which would be your date abate your software for fund-raising and all things engagement with with your constituents don’t have that right. Yes, that is correct. We’ll have no, i know the acronym, right. Is that how you would? What would define cr m as? Yes, definitely. Serum is, you know, your your underlying systems that keep track of everything that your constituents might do. So you know the best case. Everything is connected with the central point being your actual constituent so you can find out. Everything they do across all of your efforts, whether it’s volunteering or fund-raising or communications, if you can have that all center around that one single constituent it’s a great thing, instead of trying to merge databases and merge content. Okay, and thank you and jen what’s the what is the gap between social and cr? Um, well, you know, i think that socialist still a relatively new it’s, a new endeavor for a lot of organizations not necessarily knew in terms of the content they’re creating, but in terms of how they’re thinking about data, so, you know, you can get a lot of information, you can get a lot of social data out there, but how you tie that back into your serum and what you actually do with that data and how it can change things that your organization, i think it’s still a little bit of a mystery for a lot of organizations, so i think, you know, when you’re thinking about social media, you’re really trying to say here’s, a place where we’re engaging with donors and constituents, um, and we want to make sure that we’re capturing the right data from those engagements in order to really make use of that in your overall marketing and communications strategy with with a donor and constituent does this start with mission? Is that the place to evaluate start with our evaluation of how we’re going to integrate these two doesn’t begin with mission. Yeah, i think it always needs to begin with mission, right? And i think it begins really with with your goals and what you need to do strategically as an organization. So, you know, you need to be thinking about what we want to do with fund-raising what do we want to do with advocacy? How do we want to mobilize people? And those things need to still remain in the core of what you’re thinking about even when you’re talking about social media. Okay on dh how do we start this? The integration between social and r c r m you want to field that one? It’s it’s? It depends upon your organization. I think jen said it just a moment ago is starting off with your goals and what you want to achieve what you want to what type of communication you want tohave with your constituents and another argument. Why? Are we in social? Right where we drink, right? Why are you doing it? Where do you want to reach out to them? Where does your audience live? Are they on twitter on facebook on linked in? Are they just gonna read blog’s? How do you connect in with them? And what do you want them to do? What messages do you want to send them? Once you figure out what messages you want, then you can figure out where’s the best place to put them. And then how do you want them to react to those messages? What actions do you want them to take? And and how do you want them to react back to you? Are you trying to just get more followers? Um, that’s a great thing. But you really want to be able to do something with them once they’re following you. Do you have a conversation? Do they feed information back to you? Do they let you know what’s going on in their world on the front lines of whatever your mission might be. And are you encouraging them to do so? Hopefully, yeah. Back. Yeah, yeah. Hopefully that’s where you really want to? Do you want to create this interactive engagement to make people feel mohr integrated and important in your cause and not just give us money? Give us money? You know, you want them to really feel involved in what you dio and an important part of your mission because they really are, you know, obviously we all know that, but people don’t always feel that way. They give their money, they volunteer, they walk away from it, and then they see something in their e mail or something that comes into their mailbox. And they’re like, oh, i did do this feeling kind of transactional. Yes, not relationship, right? You mentioned. Where are your people? Where are the people? You’re going to be engaging through social. How do we find out where they are? Wei have just sorry you were about poor guy. Took a breath ready to talk and i have more questions. But i’m trying to start a hypothetical spot. Supposed to just have them. Ah, us mail. We just have us mail addresses and an email. I suppose we have those. How do we know what social channels we should be in to be talking? T this? This constituency, i think i think a good way to start off with is but there’s a couple approaches, one of them is to do smaller tests and, you know, if you set up in twitter, you set up in facebook and start reaching out in telling your audience that you’re there. So if you have their email address, you have their direct mail address put those presence is up and say, yes, we do have a twitter account, we do have a facebook account, follow them if you like us and then you’ll start to see one gets a little more traffic than the other, you know, ifyou’re on linked in you’ll see, oh, mohr and more people have us on linked in, so we’ll put more effort there, there’s others there’s tools that are available that let you take your e mail address and it’ll search all the channels and say, yes, this person is on twitter is on facebook is on linked in, and i’ll show you all the accounts that they’re on so you could bring that data back into your cr m and connect that together and that’s a huge help, any tools that you can share that sites you can share that that would enables users non-profits to do that there’s one that directly does that it’s called small act their social profile. They do it. Casey golden, ceo of small act, has been on the show from bb khan. Yes, blackbaud unconference last year, casey well, mabe in two years ago, but i was there two years, but one of those past two years of e become casey casey golden was from small act was on. Yes, they have ah there sweet of tools is great for taking your existing set of data and constituents and connecting that to whatever their social networks might be. Okay, so that’s a great way to come back and say, these people are involved in these networks and they’re active there influencers or they just have an accountant don’t do anything so it’s figuring out where they are and if they participate, if they have a facebook account, it might not really matter if they never really use it. And i believe when casey was on, he was on with someone from blackbaud and i apologized to that someone i don’t remember his name hyre they they had done their homework before coming on the show and actually labelled me a key influence, sir, i think i was just so they get me to air the interview, i think it was heavily overstated. I’m barely a user, and but they were they were very generous, jen. Now, once we know where our constituents are, how do we start? Teo engage and then we’ll talk about putting that together with rcr. Um, yeah, i mean, you know, one thing i want to say just in relation to where people are is i think, you know, a lot of organizations end up feeling like they have to be every place when it comes to social media. So as soon as you know, instagram got big, oh, god, we have to have an instagram account or so we have to have a pinterest account or we have to start to get on snapchat there’s a lot of pressure within social media to kind of be on the next new thing, and i think for non-profits, you know, you’ve got limited resource is limited time it’s difficult to prove for a lot of organizations that the investment is worth it when it comes to social media, and i think there were getting better all the time at ways to do that, but i think, you know, as brian said, i think if you start small and and starting with the big too, starting with facebook and twitter is probably going to be a pretty safe bet for a lot of organizations, and once you do that, you will start to see patterns of, you know what? Like, we really have a lot more engagement on twitter and so maybe that’s really where we want to focus more of our investment on and then, you know, and then i think it’s another really difficult thing for organizations to do is to not just treat it like it’s, another channel to push out information and organizations tend to get really wrapped up in like, this is our agenda, these air our goals, these, you know, this is the program i want to tell everybody about without necessarily really listening to their constituents about really what they want to hear or how they want to engage with you or what kind of lifestyle are they leading, you know? So i think, you know, being able to take some risks about not always having, you know, tweets or facebook post that are, you know, specifically on mission, you know, about the organization about a program, but are really relating to people, you know, it was like, you know, if you love animals, this is probably something else you think would, you know, is great, you know, you should totally watch his video, and it may not be directly related to mission at all, but it helps really build loyalty and social media channels when you when your authentic on dh, when you’re not so focused on this is just a channel for us to push something out. But that it’s a way to start to develop, to weigh engagement, but isn’t that what we do in our offline in our real life? How you interact on facebook or twitter yourself, right? Found i’m walking past a restaurant, i think a friend of mine might like it, you know, you snap a picture and said, right, i read an article thought this might interest you forward it to a friend right now, just talking about essentially right, bringing what are thoughtfulness, right online and into the social network, right it is, and it’s it’s the same conversations you might have in person with someone. So, you know, if you’re sitting there talking to your friend and you only talked about your work and your mission and that’s, all you talked about, they’d stopped listening. They would walk away and they’re tired of hearing of it. But then if you say, hey, i saw these other things and you expand the conversation into the richness of us as humans and have that conversation. Then you have friends that stick around, and they like to talk to you because they get a great wealth of information from you and that you should do the same thing with your social networks and be able to have those engaging conversations and listen back to what they say and be interested in what’s going on in their life right? E-giving anything duitz e-giving, e-giving, ding, ding, ding ding. You’re listening to the talking alternative network waiting to get a drink. E-giving this’s. The way we’re hosting part of my french new york city guests come from all over the world, from mali to new caledonia, from paris to keep back french is that common language. Yes, they all come from different cultures, background or countries, and it common desires to make new york they’re home. Listen to them, shed their story, join us, pardon my french new york city every monday from one to two p, m. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. You’re listening to the talking alternative network. Yeah. Dahna listening key, right? Absolutely not. When we have a conversation. It’s two ways and right. So don’t treat our social platforms is just bulletin boards where where we post and you eat and we we’ve had the broadcast model for a very long time what our media has always been and it’s sometimes difficult to transition into an engagement model, but you really do need to do a lot more listening and finding out what what is interesting to them now, how do we start to integrate this with our cr m that’s? Your that’s, your larger your larger topic? What? What? We need to he’s thinking about teo accomplish that. So i think there’s a few things. I mean, we keep talking about listening. You know, i do think it’s worth mentioning that there are social listening tools out there. And the way that you were identified, for example, is a key influencer was probably through one of those tools, right? Maybe through small act, you know of saying, hey, you’re a cute influencer, and it might be because they said let’s look at how many people follow tony and that’s. What made you a key influence or not? Necessarily, that you tweeted all the time, right? So i think on and let’s take a step further and how engaged those heimans retweets, right? Replies so it’s not just the right number of followers, but how engaged are they with your content, right? Right, so, you know, so you really can get a wealth of data from from those types of tools and when you’re doing social listening and i think what is really important is actually to just go back to some fundamentals and say, ok, if i were looking at everybody talks about a three hundred and sixty degree view of a constituent, right? So if that were really possible and what we were looking at, what would be the data that would be really important to see in a donor record when you’re talking about social media and it might be, you know, you might think about your major donors and you might say, you know, what would be really helpful for a major donor staff would be to know how much that major donor is engaging with us on facebook or twitter, right or or if we’re solving kind of a customer service issue, right? So we had somebody complained on our facebook page, and we responded within twenty four hours and here’s how it got resolved. And so that when that major donor stuart, goes ahead and calls that person a week later, they can say we, you know, we heard you had a little problem, but i think it got resolved, how’s everything going right? So i think part of it is really being able to step back and think, ok, what’s the data that’s going to be most useful to bring back into our serum, and that is going to be different for each organization. And i think it really should be driven by your overall organizational goals and strategy on and then you, because the data could just get completely overwhelming. You know, social listening sometimes, like, you know, you can get a lot of noise, so you have to be really strategic in terms of how you set it up and then what you do with that data. Once you get it on dh talking to the different constituents in your organization about what their needs might be, right, what would the major gift officer liketo have? Right as she picks up the phone and great calls calls her boss because the thing that’s probably least useful but is really what is often how we measure success and social is, you know, number of fans or followers, right? And and it is a measure i’m not saying it’s not important, i mean, i think when you’re reporting back to your executive leadership and you’re saying, hey, we grew our facebook page by ten thousand, you know, fans or whatever i mean, that is a way to measure, but i think it’s really going beyond that and saying, ok, so what? What do we do with those ten thousand people like, how can we serve them better? You know how when we make the experience with us a better experience so that they stick with us forever? You know? And and that’s i think those follow-up questions and thinking about your data in terms of those follow-up questions is really, really key, okay? And it’s important to to consider you’re gonna have different segments of your social media audience? You might have a donor who donates lots of money to your organisation never tweets never gets on facebook or anything like that you might have someone who only donates ten dollars, a year to your organization. Who’s a huge advocate for your organization. And you have to deal with each of those differently. You know, they’re they’re both definitely vitally important to your organization, but you have to include them in different ways. You want to make sure that the person who’s an advocate has the information. They need to talk about your organization effectively and then the donor. They want to see a return on what they’ve given you. So they want to see something that’s important about? Yes, i donated this money. What is it doing for the actual recipients? Is it delivering the mission? They want to find out about that and and see that result. So you have to be very conscious of what you’re different. Social media audiences in general are interested in and provide that information to them. And with such a direct channel you khun definitely look through it and find it. Do you have advice on where to preserve this information within a person’s record? I mean, if we start with razor’s edge, are we able to drill into that level of detail? Like, where would you preserve this information that a program officer or a major gift officer might liketo have? Where we where we actually put it in the c r m? Yeah, years ago, i think that’s a little tricky question because it really depends on the serum that the the organization is using, you might end up needing to do some custom fields you might not depending on what you’re using. So so i think part of that is part of figuring out your strategy for how this comes back into your sierra is saying, where is this actually going to live? And how are we going to access it? And how are we going to run reports, you know, or what can we pull? You know, from a tool set that we’re using, you know, that allows us to get kind of a big picture of you, you know, outside of the serum in different tools will let you do different things like, you know, with sales force if you use radiance six and marketing cloud, they’re already set up to connect together and tio integrate all that data, so that process is pretty much established with small ax tools you could do a data upend, and it brings it back in and connects it for you. But then you have to work with your database administrators to figure out okay, what specific fields are going where? What new tables do we need develop? So you kind of have to work that out in very specific cases. There’s not just a, you know, a big old plug in that’s the social media plug in that everybody uses. I’ll also say just not to plug our session too much tomorrow, but we’ll be joined by daniel birgitta from the national wildlife federation, and she actually they went through and did a small act depends on dh, so she’ll be talking a little bit about that experience and what data they were looking at and how that got presented back to the rest of the staff, and i think it would be a really interesting, you know, organization that’s actually executed some of these things and how that’s look, can you can you talk a little about either that example or another client example, where, uh, i’m sort of interested in in the in the what we need to capture? On dh what? The benefit of that was any you share a client story around something, you know i could share. And i could share an example from something that i actually heard it. Dreamforce. So i went to a social listening session at dream force. And and there were some folks there from the gates foundation talking about their social listening program. What is dreamforce, dream forces? Salesforce conference that’s just todo norvig that’s their eyes. Their ntcdinosaur yes. Thank you. So i interrupted, but i like, you know, i don’t know how to be behind, okay, but, you know, but they were talking about how, you know, when they were when the u n general assembly was meeting, that they had specific you no interest in listening for certain terms in order to engage with people around certain issues. And it was it was a really interesting, practical use of social listening. In terms of, you know, one of their goals was to talk a lot about malaria, right? So so they did some social listening around malaria and the u n general assembly. And when those conversations really started a trend and that was, you know, something. People were talking about, you know, the foundation was able to capitalize on that and really focus some of their communications out into the world around what people were already talking about, and tio insert them in a really smart way into the conversation. So i, you know, i think there’s a lot of different examples, but but you do need to be pretty strategic and how you decide, teo, you know, deal with your data, do social listening on dh, what you decide to bring back into your systems and the ultimate benefit of all this is deeper relationships. Is that is that what we’re striving? Well and ultimately conversion, you know, i mean, i think like, it can be difficult to measure conversion sometimes, but i think, you know, in the end, organizations need to raise more money, right? And so how dio how do these better relationships are more engaged or two way engagement? Really, with your donors and constituents help fuel conversion and whether that’s conversion too? You know, we need more activists on the ground, you know, taking action or changing a law, or we need more fund-raising in order that, you know, help establish. Or run a program you know, that is ultimately what organizations need to do is is convert people. So i think, you know, there is a way where you can have a better customer or constituent service type relationship through social media, a better, better engagement, really, in terms of content that you have out there that can result in better conversion down the road, we still have a couple of minutes left. What else? What else do you want to say about this? I haven’t asked you about anything we talked about. You want to go deeper on anything your i know you’re feeling in our workshop. So what do you want to say? One of the big challenges? Whenever we have the discussion with people about this is, you know, exactly like you were asking, what specific data do i add in and it’s, we can’t emphasize enough how important it is to think about what you want to achieve. I know we’ve said that a couple times, but, you know, we keep hammering it in because everybody forgets about it, and they’re like, oh, no, no, no, we just we just want to get followers and tweet. Counts and and how much they tweet and how many people listen to him and it’s it’s so much more than that. And it’s really that strategy part and what are you trying to do? Why do you want those people? Why do you want more people following on twitter? What do you want them to do? What’s the purpose of having them follow that we were right trying to get up and what’s the purpose of following what kind of communication do you wanna have? And to me, it’s not any different from what we went through with email marketing. It started off the same way where everybody thought email was the next great thing, and we’re just going to send out a billion e mails and everybody’s going to come running after a couple of years you figured out you needed a better strategy for it, and social media is going through that same process of of what works, what doesn’t work? How do you communicate with people through this broadcast? Television went through it, radio went through it. Every new media channel that opens up goes through that same process of figuring out what you can do. What works? How do you make it effective? And how do you really track it and prove its worth gen anything you like, tio, you know, i just would say that it is i worked for a little bit with the corporate sector in particular around social media, and i think, you know, there is there is a great pressure to prove the value of social media, i think, you know, across across corporate culture across non-profit culture, but i will say that, you know, corporations tend to think of it a little bit more as this is a way that we build brand loyalty, right? And and in a lot of ways, it’s that’s, incredibly difficult to measure, like, how do you measure loyalty, right? But they’re spending a lot of money and trying to figure it out. And so i think, you know, that’s, something that the non profit sector will benefit from is the closer they get to kind of figuring some of that out in terms of how do we really measure, you know what this really did for us and you know, and that directly impacts their investment. How much are they going to invest? In social media, right? So so i do think that there’s some everybody’s kind of struggling with us a little, but but i agree with brian it’s, you know, it’s, another channel, it’s, another marketing channel, right? It’s not really mysterious like it’s. Another way to talk to people? It’s a slightly different format, you know, it’s, obviously a shorter format, but, you know, but email was a much shorter format than direct mail, right? So i feel like we’re kind of we’re on. We’re on kind of a very similar path, and really, we just want to have the best kind of engagement in foster the most loyalty for organizations and social media is a really great way to do that. Do you find many clients come saying they get the type of questioning that you’re suggesting, general, why? Why are we doing social media from the board? You get bored? Or maybe ceos? Why? Why? Why are we doing this? Yeah, i mean, i certainly in in the for-profit space, you know, social media budgets are minuscule compared to their other budgets around advertising and public relations, right? So the pressure to prove, uh, you know, return on investment, for example, it depends on the company, but some companies say we don’t really care. This is like, you know, less than one percent of our annual expenditure, right? Okay, that could be actually liberated, right? And others say, you need to prove to us that you know, the reason we’re giving you another x amount of dollars is because it’s actually doing something for our bottom line, but i think brands more and more are seen in particular, i think the loyalty that is inspired by the really great customer service, you know, right? And that that in particular for social media for brands becomes, um becomes really important, you know? I mean it, you end up feeling better about, you know, united airlines, for example, if they respond to you when you complain on twitter, you know, you alright somebody’s actually listening to me and i’m not sitting on hold for forty five minutes, you know? So so i think there’s a lot to be learned there just in terms of, you know, responding and engaging and the listening and the things that really in a in a regular relationship, not online, are really important to people. On di think thatyou wantto you want to foster that as well on your social media program? Brian, we have a couple of seconds. You are no it just increasing, increasing that visibility. You know, if it’s a diabetes foundation or something like that, if you see lots of tweets of them providing advice and help too people with diabetes and you visibly see that, then you see the mission is being accomplished. You see that they’re really doing what they set out to do and that it helps your organization overall help you convert. You are seeing it absolutely into as you just, jen. Whatever the forever conversion might mean it’s. Not necessarily all about older fund-raising but what could very well be excellent. Thank you very much. Thanks. Both. Thank you. Taking time in a busy conference. Brian. Brian, g c is i have it. Don’t don’t coach me. Director of marketing heller consulting jen smith, vice president, digital agency heller consulting. Thank you both very much. Thank you. Pleasure. Tony martignetti cover it. Not non-profit radio coverage of and t c twenty fourteen the non-profit technology conference. Thanks very much for being with us. I have another. Auntie si interview very shortly generosity siri’s you know them, they host multi charity peer-to-peer five k runs and walks multi-channel ity means that you can have an event with a small number of runners because together all the charities at an event make up many hundreds of runners, and then you have a great fund event all day around a five k run and walk. They have events coming up in new jersey, miami, atlanta, new york city, philadelphia and toronto. If you think a run walk makes sense for your fund-raising talk to dave lynn he’s the ceo tell him you’re from non-profit radio he’s at seven one eight five o six, nine triple seven and on the web generosity siri’s dot com i have a new non-profit radio knowledge base this week, online engagement, real dialogue, real engagement in the social networks is critical. You’ve heard lots of guests talk about this, it takes strategy and planning and staff and their time and patients. I’ve got links to videos and other interviews with beth cantor, amy sample ward, j frost on a bunch of others all around the topic of online engagement. Those air at tony martignetti dot com that is tony’s take two for friday, twenty second of august thirty third show of the year here’s my interview from ntcdinosaur on technology and organizing welcome to tony martignetti non-profit radio coverage of the non-profit technology conference two thousand fourteen and tc the hashtag is fourteen and tc we’re at the marriott wardman park hotel in washington, d c and with me are austin levine kun and rachel butler. Austin is chief innovation officer for fish in strategy, and rachel butler is campaign representative for beyond oil. Austin rachel, welcome. Thank you. Thank you. Thank you for taking time. Busy at a busy conference. Your your workshop topic is real talk on technology and organizing. Rachel technology has created challenges for organizing. I thought technology was improving our lives and making things so much simpler. Yeah, that’s a great question. I think that really it goes both ways. Technology has created a lot of opportunities for organizing, and it’s also created some challenges that are new on that the world that that i work in the world that we work in has has had teo learn how to use these new tools in the most effective way. To create social change, what are what are some of the challenges that you’re seeing? I think there are a lot of challenges around technology and organizing in making sure that the new technology tools that we have at our disposal don’t overtake and overcome a lot of the tried and true grassroots organizing methods when it comes down to it to create social chains and the campaigns that i work on there’s really nothing that replaces relation, organizing one to one conversations with people and that’s really part of the tried and true methods of organizing that technology can provide opportunities, tio, expand the reach that we are looking at with with the kind of outreach and campaigns that we do. But it’s, really the grassroots organizing tools that that’ll help actually makes sense of of the the reach that technology is able to give us and actually translate that into real bored world change. And i would hope that part of what technology could do is bring us two potential people tto have these deeper relationships with way we’ve broadened our reach, sort of at the at the initial stage at the meeting stage. Absolutely okay, austin, more more let’s, talk more about the challenges before we come. Absolutely and i think i think one of the things building off of what rachel was saying that i cz difficult is really making sure that you’re using the tools that we have at our disposal effectively, and i think a lot of organizations all of a sudden, sudden have access toe so much more data about the people that they’re interested in their cause but don’t necessarily know how to use it effectively, or, um, are having the challenge of understanding you have all these thousands of people who sign your petition online, but how do you actually transition from a petition signer to somebody who is willing to show up in an event or to deliver a those petitions that at the end of the day, too their representative in congress and so on with all these advantages and expanding the met of supporters that you’re able tio really attract your cause? Come these challenges with how do you then deal with or use effectively that other tools or that tools that you have available actually help to train and then to mobilize people? Okay, and what are some of these tools that we’re talking about for, for listeners, perhaps warrant themselves organizing. We’re talking about what kind of tools and then also it’s clearly data as well, right, and one of the one of the more common ones that a lot of organizations have started to look to his hand in this on online petition platform, it’s. Whether whether that’s on your own site or change that or gore move on has developed their own petition in-kind user generated petition platform that’s one of the opportunities to engage with new audiences and new supporters in one of the ones where that has also started to cause many challenges within the adivasi community, as people are still our learning over time, what were they used best for? And where are they not going to be effective? Okay, interesting. So you know, those of us who are outside the organizing community are not aware that technology and these tools are are creating some obstacles for you. Can we can we talk specifically? About what? What? Some of the online petition tools. What kinds of problems are created by them? Yeah, absolutely. Were what, like what? And so i think. One is there becomes this expectation that you’re able to win campaigns with petitions on lee, ok, and so what? And then money is starting to g o and pressures on non-profits to use petitions to raise the, um there visibility of the campaign that they’re working on, and that works for that one specific piece. But you’re not going to be able to win long term campaigns just by starting petitions, there’s a whole host of other tactics that and campaign strategies that need to accompany in online petition for it to be successful. Rachel has a good bit of experience with on this type of work with a beyond oil as well in the campaign strategy, peace and sort of this conversion. Yeah, so the way that i like to think about it is that the’s petition tools and a lot of these online tools are exactly that their tools to enable effective campaigning. And so when we have a petition tool, you know, that brings people in the door. The petition is one tactic that’s part of a larger campaign, and one of the challenges that i think austin is speaking to is what’s that arc that we’re building what’s that overall long term strategy that a petition is an important part of it’s, an important tool, but there’s there’s much more to winning a campaign and toe actually creating change, whether it’s through the sierra club’s beyond oil campaign or any campaign that’s out there there’s much more to it than just the petition, and then delivering those petition signatures. It’s an ongoing process, and that’s really where we get back to the basics of grassroots organizing. And once you have supporters are interested in issue, how do you activate them? How do you mobilize them? How do you give them the skills that they need to become organizer’s in their own right rather than just signers on a petition and at the outset, we need to have our strategy developed let’s not just put up a petition exactly. Let’s get twenty five thousand signatures on a petition that’s not a strategy that’s a that’s, a that’s, a tool and part of ah, you said, you know, part of ah process in a spectrum, and it really translates to social media also where there’s an incentive from to have more facebook fans to have more twitter followers, but the challenge that emerges from that is then what? What next? What after that and one advocates for youth, one of the organizations that was on there was represented on our panel this morning. One of the examples of the work that they do is actually when you get people commenting on their facebook page, when all of a sudden you have these thousands of support fans online, you need to actually reach out to them and see what is it like, how how would you like to be involved and really build that two way street, that relation relationship that rachel was speaking about in order to then bring them into the fold and start to build your campaign more effectively for the long term? Okay? And so the metrics for success in the pathway to success isn’t based on just the number of fans on your facebook vanity metric, right? It’s really about the deeper organizing that that enables, before we get to howto overcome these challenges, rachel, is there another one that you can share again with, you know, people who were maybe outside the organizing community, aside from what? What austin gave voice to that petitions seemed tio be the end all and be all t people what other? What other? The obstacles we try to overcome and using these tools? Yeah, i mean, i wouldn’t even necessarily talk about petitions as an obstacle. I would talk about them or as an entry point. And so if using a petition is an entry point is a great way to engage people in a campaign and some of these platforms that have been developed in recent years allow anybody to use the tools that historically have been in the hands of non-profit organizations and really democratized them and provided platform and an avenue for people that teo start their own campaigns. And so i think part of the part of the challenge that that that we’re working out, you know, as a community of advocates right now is, you know, everybody at this point has the ability to start a petition and then there’s that next step of how do we how do we really democratize that training piece so that anybody who’s starting a petition was also has the skills and has the resource is that their fingertips to how to build that into? An actual campaign. Okay, so the field is becoming a lot more crowded because of the empowerment, because anybody can create a campaign. But how? Well, well skilled are they take it to the next step? Yeah. I mean, i don’t even know if i would i would talk about it in in terms of the field being crowded. It’s that these, you know, there are lots and lots and lots of issues in this world that we need to solve, and we need lots and lots and lots of people to get involved to solve them. So i see it as really an opportunity for people who see an issue in their world to be able to have access to tools, to solve that. So to me, it’s it’s a huge opportunity to get training into the hands of people to you know who are interested in making a better world. And i think these online petition platforms are, you know, it’s, a it’s, a great tool and resource to get people involved and one of the next opportunities that were looking tio two faces, you know, howto latto bring it just beyond starting a petition and mohr into the sense of how are we training? Um, how are we training organizer’s? So that, you know, organizing is not just something that organizations do it’s something that people d’oh. You’re listening to the talking alternative network. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking alternative radio twenty four hours a day. Lively conversation. Top trends, sound advice, that’s. Tony martignetti, yeah, that’s. Tony martignetti non-profit radio. And i’m travis frazier from united way of new york city, and i’m michelle walls from the us fund for unicef. It’s not always just don’t online, right? It’s not yeah, go ahead, austin, i think two and two that one of the challenges that is presented with this democratization of kind of social change or being able, anybody being able to say start a petition or sign a petition is then kind of that that next step of identifying we’re identifying which of those petition starters, we’re going to be the most effective leaders and able to then carrie, their campaign through to the end and actually win. And it’s not i think we’ll move on, for example, is struggling with this right now in terms of how do you know which which petition starter is going to be the most effective advocate in the long term? And then, are you able to identify that person were based on certain sides of chris characteristics or some other assessment, and then if they are, and then how can you train them and support them as they go through their campaign so that they’re more likely to be successful in the long run? Or more likely to start more petitions in the future and really become leaders in their communities? Let’s talk. About overcoming some of these challenges. Now, it sounds like it’s a lot more than just share this. But thank you for signing. Please share. We need to go a lot deeper than that. But again, those of us not in the community of organizer’s not not familiar, not aware of how you go a lot deeper. And rachel had it. How do we do some of the some of the training, for instance? Sure. That’s a great question on dh training is one of those pieces that personally, from my perspective, you know, i would love to see the development of better technology tools. Teo teo, you know, not only democratize the who can start a petition but democratize the training that it takes teo effect to run effective grassroots campaigns. So my background is is in grassroots organizing. You know, i come at the work that i do from a perspective of, you know, local organizing from state organizing, and since then i’ve moved. I’ve worked with national campaigns, and so training is one of those those pieces that gives people the tools. Tio i not only identify a problem and maybe started, you know, in the just sort of what’s what’s happening sometimes is that, you know, people identify a problem, they start a petition, but when we’re talking about campaigning, there’s there’s a whole other set of steps that goes on before you start a petition, which you can talk about is a tactic. But when you identify a problem there’s a there’s, a set of planning that that goes on in organizing, where you, you know, you identify what solution it is, you’re working for, you make it a smart goal, and then you figure out what’s the best strategy to achieve that goal, and only after that strategic planning has gone on. Do you go forward with implementing tactics like we’re going to use the petition as a tactic to reach out build abroad, supporter base and then from there will mobilize that supporter base by doing tactic non-technical number one tech to come or to attacking number three, you know, whatever it is that it that fits for your strategy, that’s going to achieve your overall goal to solve that problem that you’ve identified austin, anything running at about the training? Yeah, i think one of the i think, as rachel was saying one of the things that is key and many of these instances where there is an issue that your work men, organizations working on and there may be individuals out there that have started petition a petition on change dot org’s to try and change this, but reaching out to those both either the i think a combination of the individual that has already started the petition, but then also to your network in the communities where you’re looking to effect change and find asking them who are your existing like volunteers are leaders that are active on this issue and then asking them to start the petition so that they’re actually much more well versed in the issue and able to have the likelihood of being more successful and before that even happens, doing the media training, doing the, um so so that they’re actually once this petition is promoted, it’s not just a petition it’s a media moment and you have a spokesperson and you’re able actually tow start to mobilize around it. I could use a little more about identifying who the among the many now now in power petition creators how do we identify how among? Who among them are likely to be the the strongest leaders in the issue? Great question and there’s a there’s, a variety of different ways that this can happen and some larger organizations tend tohave metrics, systems of metrics in their databases that they used to assess how act active and individual supporter is, have they? How many different types of actions have they taken? Are they eh facebook fan? Do they have they signed an online petition? Have they attended in person event? And so through kind of those metrics, you’re able to identify some of the more likely candidates that could be those really strong super supporters in for your campaign. In addition to that, yeah, there’s the opportunity to tio have these people then go through essentially what are a series of tests instead of like an application, you asked them to take another action a couple like write a letter to the editor or write a blogger post about this issue that you care about, and in that way, vet them for your organization and then and as a result, are able to really, um, identify passively who who these people are that are most likely. To be good, good leaders for your campaign. So something that appears a call to be a call of action may actually be an organization sort of putting you to a test and seeing if you’re stepping up. Absolutely okay, yeah. Rachel, you’re going. Yeah, i was going to add. I would say, you know, it’s it’s one way vetting them is one way to think about it, but i think another way to think about it is providing opportunities to take further action because it’s, you know, think of if you get sent a petition online when i get a petition in my inbox, it may be an issue that i really care about a lot, but there’s no way for the organizer of that petition to know unless i’m provided another opportunity to take action. So part of what austin is talking about is providing those additional steps, those additional opportunities for somebody to rise to the top if it’s an issue that they are really passionate about. So part of what is what austin is talking about is providing a you know, what’s called a ladder of engagement, quote unquote, that allows people tio take further action. And get further engaged on an issue that they’re interested in in and passionate about going and what’s important to realize at the same time is that the latter is not the same for everybody and that some of your more passionate advocates are going to be turned off when you’re asking them to sign an online petition because they don’t know they know that they want to do more, and you have to give them that opportunity and so understanding that some of your more active supporters are going to be turned off by your request for them to do a any action when what they really want is to organize their friends and their community around the issue. And how are you going to know that? How do you know if you’ve offended someone? Because you’re ask is too small and here’s where the interesting challenge comes in? Is that it’s it’s an ongoing attest and battle tio identified teo figure out within your own community? What are those indicators were one of the easiest ways is really to talk to your supporters to send them an e mail to call them after they take an initial action. And or don’t take one after they’ve our been so active for a long time, okay? And in the world of of traditional grassroots organizing, part of part of one of the tools that’s used to really identify what somebody’s interested in what they are passionate about is is a one to one conversation. So you actually sit down with somebody and talk to them and ask them, you know what it what is it that motivates you? What’s, what are you interested in? And that way you’re able to not only meat your supporters where they’re at, but you’re able to gauge what’s the best way and what’s the way that they’re most interested in being involved. So i think part of part of the, um, one of the challenges that we’re facing is how do you use a lot of these tried and true grassroots organizing techniques and apply them in a digital world where you’ve got the challenges of just, you know, being in front of a screen rather than face-to-face we’ve also got these challenges of scale where you’ve got, you know, potentially, you know, one hundred thousand people signing a petition, so i think that’s part of that’s, part of the challenges that come along with technology and organizing and in in the real world, in grassroots organizing campaigns, there are some tried and true methods and tactics that we use and tools that we use teo build and win on issues and learning how to use those in the digital world is part of what you see happening right now. Okay, we’re gonna leave it there. Thank you both very much. Thank you. Uh, thank you. My pleasure. Austin levine kun is chief innovation officer for fishing strategy. And rachel butler is campaign representative for beyond oil again, thanks very much. Taking time. Thank you. Pleasure. Tony martignetti non-profit radio coverage of ntc non-profit technology conference. Thank you very much for being with us. My thanks, as always to everybody at the non-profit technology network and ten. And at and t c was great fun being there. That was last march or april. There was last april. Loved it next week. Dori clark is with me for the hour to talk about your personal brand. Whether you’re an employee or out on your own, you’ve got a brand. What is it? And how do? You manage yours. If you missed any part of today’s show, find it on tony martignetti dot com. Remember generosity siri’s for those five k runs and walks, generosity, siri’s, dot com or seven one eight five o six, nine, triple seven. Our creative producer is clear. My raph sam liebowitz is our line producer shows social media is by julia campbell of jake campbell. Social marketing on the remote producer of tony martignetti non-profit radio is john federico of the new rules. Our music is by scott stein. You with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent go out and be great. Co-branding dick, dick tooting. Getting ding, ding, ding, ding. You’re listening to the talking alternate network duitz waiting to get into thinking. Nothing. Good oppcoll are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna hi, i’m lost him a role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m we’re gonna have fun, shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com, you’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. 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Nonprofit Radio for January 10, 2014: Matterness & Program Your Board

Big Nonprofit Ideas for the Other 95%

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Allison Fine: Matterness

picture of Allison FineAllison Fine, co-author of “The Networked Nonprofit,” reminds us that people matter. But nonprofits often don’t show the love. What can you do to show people how important they are to your nonprofit?

 

 

 

 

 

Gene Takagi: Program Your Board

picture of Gene TakagiYour board probably recognizes its fiduciary responsibilities, but does it know its role in overseeing programs? Gene Takagi is our legal contributor and principal of the Nonprofit & Exempt Organizations law group (NEO).

 

 

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent, i’m your aptly named host. Oh, i very much hope that you were with me last week. I’d be seized by acute epiglottis itis if i had to hear that you had missed in front of the media in twenty fourteen janet falk principle of fall communications and research shared what belongs in your twenty fourteen media plan on how to execute so that media pay attention to you and social sites to watch in twenty fourteen amy sample ward had the social media sites that will take off this year. She’s, our social media contributor and ceo of intend the non-profit technology network this week matter-ness allison find returns, co author of the network to non-profit she’ll remind us that people matter, but non-profits often don’t show the love. What can you do to show people how important they are to your non-profit and program? You’re bored. Your board probably recognizes its fiduciary responsibilities but doesn’t know its role in overseeing programs. Jean takagi is our legal contributor and principal of the non-profit and exempt organizations law group neo between the guests on tony’s, take two our fan of the week were brought to you by rally bound peer-to-peer fund-raising for runs, walks and rides. And by t b r c cost recovery getting your money back from phone bill errors and omissions. Very grateful for our two sponsors, allison find you should know me. Uh, hello. I didn’t give you a proper introduction yet. I was just i was just saying your name. But but hello, how are you? I’m fine. We’ve been introduced before, though way have but it was a year ago and some people may not remember there’s been a lot of shows since then. So let me let people know. Besides, you deserve you know, is it from some recognition for your work, your body of work? Because you study and write about the intersection of social media and social change. And you are the author of the award winning book momentum igniting social change in the connected age. And of course, your more recent book is the network non-profit co authored with beth cantor who’s. Been a guest on the show? Yes, allison find you also. This sounds like this is your life. I don’t know. Because usually i’m not talking to the person but that’s, the way it got set up so that’s the way it happened. Of course, you also host the monthly podcast for the chronicle of philanthropy, called social good. Um, i have one of those two, did you? I think you knew that. Sure, on twitter, you are at a fine and your site is alison fine dot com. Welcome back, allison, thanks so much for having me. Tony it’s. A pleasure. I enjoyed talking to you. Thank you. Do you still have your you don’t still have a fine blawg. What happened to a fine blanc? A fine blogging is on my website. Oh, at allison, fine dot com. Correct. Okay, very good. Okay. People matter, but non-profits don’t show it what’s your concerns around matter-ness so i’ll tell you how i stumbled on this word. Tony good. I recently completed a three year term as president of my congregation. I made it. And where was that uncertain whether you would survive your presidency? You never know in the middle of one of those things, but, you know, it was a great honor, okay? When i began in that role, i was inundated with emails of concern from congregants, and i would diligently try to answer every single one, you know, i’m i’m so sorry the doors were locked when you showed up, so sorry you didn’t get it think you know as quickly as you wanted, i’m so sorry, you know, that i would agree to do when you came in. Whatever the issue wasn’t, um am tinkering with things and trying very hard to be responses. And about a year into that role, tony, i got the ultimate email from somebody. It was a long time congregant who said she was in the hospital for the week before, and she was very upset that nobody had called her, even though she didn’t. Tell anybody she was in the oh my goodness. So i got that even i sat back and said, what in the world is going on here? There’s some other stuff. She must have some other. This this doesn’t make any sense at all. And then going back through the other complaints, i saw this pattern and the pattern was right across the board, which wass i joined here because i wanted to belong to be a part of something important to may and whatever you have just done has made me feel like i don’t matter at all. All right. I thought i was important. I thought i counted. I thought you cared about me and what you just did show me that you don’t. And it takes a lot of work to undo that hurt for people, you know, feeling like they’re insignificant. Tony is not a an insignificant problem for any organization, any business, much less social service or human or research organization. Uh, because it really hits to the core of people. We all want a matter somewhere. Alison let’s. Just make sure that everyone understands the congregation is ah, this is a jewish congregation. Is a jewish temple synagogue human-centered new york. Okay, okay, just making sure that you understand. It’s it’s, it’s we’re talking about religion and faith based on dh because that may have special meaning for the for the members they may they may hold you to ah hyre standard than they would be average charity that they’re they’re affiliated with. I think there certainly is, you know, a depth of feeling on the part of a lot of people when you join a religious congregation. But when i went, i went on to facebook and then i asked people win when have you felt in your life? Like you don’t matter to an organization or company and got a whole slew of responses. Tony of i don’t matter when i’ve asked the organisation changed my name on appeals and it doesn’t get changed. You know, i don’t matter when i make a contribution and instead of a thank you note, the next thing i get us, another asked for a contribution, right? I don’t matter when i go to the gala of the organization and don’t get greeted by anybody. It was an across the board feeling of i am trying. To contribute somewhere this is, you know, very particular to causes on non-profits i care about a cause, and i feel like i’m a cog in a great big direct mail machines, yeah, technology and our fast paced work lives and personal lives, these things cut both ways. I mean, there are efficiencies and productivity that are important, but we have to treat people like they matter is right. I mean, we’re we’re going to come out in this, so this is this is a cutting edge, you know, the two side of that coin of technology on the one hand, right? It can make the wheels turn very quickly. On the other hand, it could make us all feel like we are, you know, far on the outside. What happens with organizations, tony, is that they become enamored of efficiency internally, right there is the the mantra of daily work is basically, how quickly can i finish my to do list? We’re trying to cross things off my to do list, which is never ending. You know how it would make a great progress. That’s, right? Yeah. There’s. Always things added. Yeah. Oh, it’s. Not like that. And i got one in my heart, you know, goes out i go and see non-profit folks who have pages and pages of to do list and what they become it is what i call they become inside out organizations they view the world from inside this, you know, little case of trying frantically to get all of these things done because they’re always under resourced. And in that doing in that drive to try to make some progress on the to do list, they forget that they’re actually individuals out there. So we we engage on a transactional level rather than a personal relationship type level, right? And so what happens is you begin to view the world in in buckets, you know, you hear organizations oh, all the time, tony, talking about buckets of people right here are our empty nesters, and over here are people who live in this part of the city and over here are direct male donors, constituents way to manage the work, to try to organize people and in some kind of cluster that way constituent groups, constituent groups, right? I don’t like that. One day you are a constituent. Ah group like that you’re not a person anymore. Yeah, this is this is interesting. Well, it’s, interesting, because we’re you’re giving thought to something that on dh voice, to something that i think a lot of people feel dahna it’s, also just very topical for timely ideas, i should say for me. Yeah, there’s just there’s been some guests who have been encouraging us to humanize the world the way from the perspective that day that they bring to the show. Whether that’s, the example i’m thinking of off immediately is ah, instead of calling people prospects, you know, potential donor ours, but the prospect, you know, prospect research that’s the one that just comes off my head. But it’s very interesting. You’re you’re a bit of an anarchist, you know that? Oh, yeah, thank you. I appreciate that you’re a troublemaker. You sister told you i’m a pot stirrer, tony. Their pots out there to be stirred. Your pot stirrer. Okay, i like anarchist plot stars that same. Okay, you know why? Because somebody has to remind organizations that have become too enamored of systems too enamored of, you know, paradigms and all of that stuff that at the end of the day, it all boils down to people, right? And if you’re making people feel like they’re only value, teo is the check that they could write or have written, uh, that’s. A terrible way to do your work to meet your mission. It will. You know, you might the financially better off you will not. Your soul will not be fulfilled. Your work will not be fulfilled that way. But even financially in the long term, i think you’re going to suffer. We have to. We have to. It kills me, but we can’t take a little break. We’re definitely coming back. I’m already regretting that alison fine is not with me for the full hour this time. Not not that, not that are not that gene takagi is a crummy guest gene gene, maybe listening. Is anybody from california, san francisco, but he could be traveling. I don’t see him in san francisco listening right now, but gina, i love you, too. I do love you. I’m just we’ll have to have allison back, okay, let’s, take this break and we’ll come right back. I didn’t think that shooting. Good ending. You’re listening to the talking alternate network, waiting to get a drink. Cubine do you need a business plan that can guide your company’s growth seven and seven will help bring the changes you need wear small business consultant so we pay attention to the details. You may miss our culture and consultant services a guaranteed to lead toe, right groat for your business, call us at nine one seven eight three three, four eight six zero foreign, no obligation free consultation checkout on the website of ww dot covenant seven dot com oppcoll 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 huntress people be better business people. You’re listening to the talking alternative network. Latto welcome back to big non-profit ideas for the other ninety five percent time for live listener love we got kendall park, new jersey, seattle, washington, irvine, california, new bern, north carolina live listener love to you, you matter, but, you know we do live listen love all the time, and everybody knows that not just because alison fine is reminding us that people matter live listener love is all the time podcast pleasantries, of course, if you’re listening in the time shift, i love you, too. We’ve got the netherlands, we’ve got inchon, korea and seoul, korea on your haserot for our korean listeners and there’s more live listener love coming, lots more live listener live listeners out there. And allison friend of yours, i guess maybe on twitter. Jennifer flowers says that she wishes you were on for the full hour. Also that way. Thank her for me, jennifer. Alison says thank you. You just think to yourself, but you’ll come back of course, right. Absolutely way. Love you on non-profit radio. Um okay. So where this this process orientation? This? Yeah, right. I mean, it’s a turn process? Yeah, but okay, so we have to strike the balance. Yeah. Okay. This is very hard, you know, you make this is this love that you were talking about this. You make people want toe, take a step back, you make people take a step back and want to be better in there. I think day two day relationships, not not just only in their non-profit roll, but i think just day to day i i admire that. I admire that. You you think these thoughts? Well, i think the key tony is trying to remind people and help them to figure out how to make relationship building primary in their work life and their whole life, right? Because it is so overwhelming life right now, there’s so much information were clicking and tweeting and picking and poking and all of those things. But what doesn’t change is our need to connect with people personally on the need to be connected in really meaningful ways. And so i take it as my responsibility to keep reminding people of that that you can use this technology technology that can potential like next to you with hundreds, thousands, millions of people. But at the end of the day, i hope you’ve touched one person in a meaningful way, sametz oppcoll let’s get into some detailed ideas that you have about being able to go about doing this better. Yeah, so one of the things that organizations particular non-profit organizations don’t do well, tony, if they don’t tell stories well, uh, which is astounding because their work is so important and so good. Ah, and yet when they tell stories, they tend to do it again inside out, they do it about the process of something, you know, people showed up less thirty two people showed up last tuesday night for a movie night, and it was fabulous on we made fifteen hundred dollars, fifteen hundred dollars, and we had cookies out, right? Right? Or a testimonial, right if they asked someone else’s falik it’s about how this is the best organization in the entire world, hands down and what they’re missing is an opportunity to enable the people who were touched by their work to talk about what it meant to them. Oh, and we have all the tools to do that they could do a one minute youtube video, right that when i came to this singles program, i wasn’t alone. For the first time, i didn’t feel alone, right? That is so much more powerful than you know, the singles program is the top ranked blah, blah, blah, you know, in the metro area, which doesn’t mean anything to anybody, but you talk about touching people in a way that they don’t longer feel lonely. Wow, now you really have something, right? Everybody has what i call up these iconic stories buried within their organization and it’s the job of everybody in the organization, not just staff, but bored and volunteers as well to try to look for them. So, for instance, if we are a let’s, say we’re ah, a school on we might even be devoted to the catholic education tradition because i believe there’s such a school that may be listening in in westchester. Actually, we might empower the students. Teo do ah video with their phones. You can absolutely do a video and talk about how does it feel to them to go to this school? Right? What makes it different? A lot of kids who come teo religious education. Where in secular schools first, this difference, it feels different should feel different. Uh, what does? It mean to be connected to the teachers here? How do you feel about your classmates? Do you feel like people care about you here? And e? I don’t want to hear that from principals and teachers and parents. I want to hear that from kids, right? Yes, and they’re right there and they have all of these tools, he’s said. To be far better storytellers than kids twenty years ago could have been please we have. We have recording studios in our pockets, it’s, exactly right, everybody pull out your phone and tell us one thing that makes you feel good about being here. I love it, yeah, yeah, yeah, okay, yes, of course the technology is empowering. Yeah, this is the asking for testimonials, that’s true, you know, jeez, you’re touching me. You’re killing me. You know i love you and i hate you at the same time. You’re annoying the hell out of me, but you’re not even married to me, tony. You’re close enough, you just in westchester. I feel it anyway. No, you know, i hate it because you’re making me want to do things differently. You know how annoying that is, it’s it’s not so far away from where people are right it’s changing the lens, right? It’s saying we have to stop just talking about us as an institution and start talking about us as people who are engaged here, right? How does it feel to be touched by us to be touched with us? To be part of this, um, effort, i’ve talked often with people who are running addiction programs or mental health programs, and obviously they aren’t going to talk about individual clients without their permission. But i say perhaps there are parents ah, in your community, uh, who could be asked to talk about what it meant to you to find a safe place for your child, even if you don’t use their real name, right? Thinking about how powerful that is, tony. Finally find someplace that cared as much about your child and your child difficulties as you did that’s the place i would want to take my kid not not, not the place that has the latest drugs are the most, you know, mds on staff. It could be enormously touching and and informative at the same time. Yeah. What jury is just one part? Okay. Yeah, i know. What’s what’s, what’s something else. You know, i like to leave listeners with things they can think about and execute. Right? So we need to take a good, hard look at the social media communities we are building. I know that. You know, amy sample ward is your regular social media guru. Rest as she should be because she’s fabulous. I know she speaks about this as well. But thie idea tony isn’t just about the flashy numbers, right? I can’t tell you how many times have been in board rooms of the past two three years and listen to the recitation of social media, transactional numbers and everybody fantastic. Ten percent up on likes on face. The vanity metrics knew i was missing a phrase it right? We’re all all the bells and whistles, and it means nothing, right? So everybody in an organization one i hope that they are using the channels and that the organization is comfortable with lots of people speaking about the work, um, and to the people, are learning to become calm, rotational on the channels. That’s, a big jump organization, right? So we’re so again, we’re back to like testimonials. But the default setting in organization is to talk about your organization to people out there. So you’re just using social media is a great big billboard and losing all the power of the conversational ism of the tools that make them so powerful, that that’s, why they’re ubiquitous, because you can talk and somebody conduct back to you. I love twitter for that. I have i’d say i have the most fun on twitter talking toa listeners. Yeah, yeah, i love i love love love twitter, right? So you can you can engage with people you can feel like you’re having a conversation and when you do that, tony, when you move from billboard to conversation, what happens is other people who are watching and most people are lurking and watching, not engaging, which is fine, but they can see and experience how you think about and treat people that’s really important. I sent tweets sometimes, and i feel a chill or i or my my eyes get watery because someone has told me how much they you know, usually it’s tze not much more, much deeper than love love non-profit radio loved the show, thanks for doing what you’re doing, you know? And i’m sending back gratitude and thank you so much appreciate that and i’ve gotten away from saying, check us out on facebook trying stop doing that and just be gracious but and grateful and just and stopped there with just gratitude, but sometimes, you know, i click that send and i really i feel like i feel something physical in my body that really the marrow eyes were getting a little water here. I feel a chill going through me thie emotions we have when we’re connecting with people anywhere, it doesn’t matter what the vehicle is our real right we are there, you know, emotionally, um, reaching out and feeling the love from somebody organization see to do two things in their engagement’s much better. They need to be much more gracious in there thinking a cz you were just saying and just they need to thank a thousand times more than they do you know that the churning out the thank you letter it’s just not good enough. Why not take to the channels and every day just think a donor on the child’s right for a modest gift, right? You could take the channels and thanks sally smith in missouri for the eighteen dollars, contribution, we are so grateful to have her support and other people are watching you be grateful. That’s. One thing and that’s the easier one hears the hard won. He ready, tony? Yes. We’re all buckled up. Ready for the hard one. You’re already pissing me off. Go ahead. No, no it’s going to get worse. Part one is taking a problem to the channels and asking people to help you solve it so we’ve heard from people that they’re tired of getting four uh fund-raising requests a month from us now we are trying to meet our budgetary demands. Here are our annual budget and to date that’s been our best strategy for doing that? Help us sell the problem. What do we need to do differently to one make you feel like he really matter and you’re not just an atm machine, but two to help us solve our financial problems, help us figure it out. I worked with one organization that had to get rid of that got rid of their snail mail news monthly newsletter, which fourteen thousand dollars a year they couldn’t afford it anymore, and they began to hear from people that they missed it. You know that getting an email with a pds and it just wasn’t the same thing, and they had the courage to take it to their face, the group and they help us solve the problem, and a donor came through and gave them a donation hopefully will continue to in the future. But it wasn’t about the donation it’s about the stop looking like you have everything perfectly down pat because you don’t and start engaging your people in real problem solving on twitter. Lynette singleton is with us using the hashtag non-profit radio, and she says that clark howard once labeled customer complaints as free many customers satisfaction surveys it’s related to what you’re saying, people are when people are communicating, they’re doing it for a reason. They they’re they’re sharing their feelings about what you’re doing that’s, right? If they didn’t love you, tony, they wouldn’t bother complaining. We wouldn’t tell you they just right they would they would just go away, right? And your job is to say, if somebody complains about something it’s likely somebody else has the same complaint and just didn’t make it. So what is the possible harm of going out and saying we heard about a problem and way need your help, your input? I think organisations particularly non-profits work way too hard to try to look perfect, tony and i think it’s to their disadvantage to continue to do that. I think that’s absolutely true, they don’t want to reveal that they’re having trouble with the budget as you mentioned, or maybe staffing or maybe volunteer revels or maybe the facebook pages not engaging i don’t mean just metric i don’t just mean numerically, but really engaging wise and they don’t want they don’t want anybody to know it that’s, exactly right and pretending that you’re not having problems. It’s just keeping people at a great distance. We have just a couple of minutes left. Damn, um okay, so all right, don’t be afraid to ask the questions of the of your community, of your of your folks. All right? Can we leave people with one more idea before we have to go? Uh, so one more idea, it’s more of a concept than an idea. Tony, is this concept i’ve been writing about this year working on a book on this called big small towns, and the idea is that everybody is physically, geographically located somewhere. We’re all living on land somewhere, and we will for the foreseeable future, going to school and going to work and go into the doctor. But at the same time, we’re also citizens of communities on online, and these aren’t separate dichotomous places. These are integrated places. Write that i will go online, get an idea, bring it down to the ground and work on it or ask a question or meet somebody and in the totality of it, it’s one really big small town, really, really big, small town, and when we begin to think about that integrated on line on land ecosystems, i think it begins to enable us to see a great world of abundance out there, that we don’t always see that we can go to people for help with ideas of capital for volunteers, for a whole bunch of things online that can enormously benefit are on land communities. So i just want to really share that with people that i hope that they can begin to see the world through that kind of lens in the near future. Allison, find magnificent you’re pissing me off, you make me want to be better and i love you love you too, tony. Ok, al, you find her and alison find dot com on twitter she’s at a fine if you’re not following alison on twitter it’s your life, you know what can i say? We’re going to finish, we’re gonna continue this we’re gonna have ahh matter-ness part do re ducks s o i will be in touch, allison or no pleasure. Thank you so much, tony. Thank you. Lynette singleton. Thank you for participating the conversation. Uh, thank you for that one that thank you very much. Other people i need to thank. Rally bound. They are a sponsor of this show. You know, without sponsors, bringing the show is ah, is a lot more difficult than it needs to be. Um, a conversation like this? Um, yeah. I’m grateful to rally bound. They are. Ah, peer-to-peer fund-raising software company it’s friends asking friends to give to your cause a za non-profit radio listener, you will get a discount on rally bounds campaign platform people have been calling already. That’s very cool. I love that. I’m glad. Um really bound helped a camp. It was the first time doing peer-to-peer fund-raising the camp raised nine thousand dollars and got one hundred eighty four percent of its goal. You’ll find them at rally bound dot com or just pick up the phone and call joe magee at rally bound. He’ll answer your questions and he’s gonna help you set up your campaign. I know, joe. Um and i know he’s. Not gonna pressure you. They don’t, they don’t. He doesn’t have to rally bound dot com or triple eight seven, six, seven, nine o seven six i also want to thank and i am thanking t brc cost recovery telephone bill reduction consulting yourself, rabinowitz he goes over your past phone bills, he’s looking for errors, mistakes, services you didn’t order ninety percent of the time he finds a problem, and when he does, he picks up the phone and deals with the phone company to get you money back. If he doesn’t get the money back, then you don’t pay him. I’ve referred yourself many times, and he is also no pressure team drc dot com or two one, two, six double four nine triple xero fan of the week at lays right on twitter it’s, lazy w r i g h t she’s in indiana, she’s in the cornfields of indiana, she loves non-profit radio, a runner and a knitter. Who’s your girl non-profit radio loves you back at lease, right? Thank you so much. If you’d like to be a fan of the show, i’d love to talk about you. Uh, talk to me on twitter or facebook there’s so much. Live listen, love here. I can’t i can’t stand it. Harrison new york east orange, new jersey, san francisco, california. Well, that’s probably. Gene takagi, los alamos, new mexico. Cedar knolls, new jersey. Chung ching, china. Ni hao. Cas ou guy, japan. I apologize if i pronounced it wrong. But, you know, live listener. Love is going out to you in japan. Konnichiwa. Um, goodness, i think that’s tony’s take two for friday, the tenth of january second show of the year. Sam is frantically handing me notes. Huntington station, new york. Welcome where you’ve been. You checking in late. Better late than never, i suppose. But you should have been here a half an hour ago. Huntington station. Now live. Listen. Who loved to hunting the station? New york, of course. Jean takagi he’s, a principal of neo, the non-profit and exempt organizations law group in san francisco. Gene has been gene has been a regular contributor to show it’s got to be going on three years. Gina i if it’s not three it’s very close. He had it’s, the non popular, that the non popular beautiful he had it’s the popular non-profit law blawg dot com non-profit law. Blogged dot com it’s very popular. And on twitter he’s at gee tak gt happy new year jean takagi. Welcome back. Happy new year. Tony it’s. Great to be on. Thank you. I love having you. How long have you been a contributor? Every month, i think it’s been a little over three years. That is it. Is it over three love make it could be i think we met three years ago at a bar in san francisco. If i remember, right? Oh, for sure. It’s not like we picked up up there where i knew you before. I’m not that easy with contributors. I mean, yes, we we knew each other. And then we certainly did meet that’s, right? With along with emily chan? Yes. That’s. Right. Um, let’s see, our board has our board has some responsibilities and around program you’re concerned that they’re not they’re not fulfilling those responsibilities. Yeah, i just feel like there’s there’s maybe some, uh, lack of attention paid on the boards roll on program oversight? I think so often went, especially when you talk with lawyers or accountants were talking about financial oversight, and we’re saying we’ll make sure you’re solvent. Make sure you have enough money to pay off your debts, they become due. We don’t really talk very much about programs, but certainly the management folks and the funders air talking about programs and whether they’re effective and efficient, that furthering the mission. So, you know, i thought we should explore a little bit about what the board duties are in in that event as well. Can you just remind us first, we’ve talked about this a while ago. There are three duties that board members have. I was faith, hope and chastity, or on the greatest of those is but yeah, the three duties are the duty of care and that’s act with reasonable care in providing direction and oversight over the organization, the duty of loyalty, and a lot of that has to do with avoiding conflicts of interests that are not in the best interest of the organizations, but are more for the best interests of an insider and the duty of obedience which lawyers air very interested in, and that’s a bang with both the outside laws of, you know, that apply to the organization and the internal laws like the by-laws and other policies. That the documents may have said, those are the three to be to be concerned with, ok and and around program program is essential. Man. That’s what charity’s exist for his programs? Oh, my voice just cracked like i’m a fourteen year old exist. That’s exciting stuff. Now that it is, it is that’s. Right? Well, you make it interesting. That’s. Why? I love having you back. You make the what could very well be a dry topic. I think you make it interesting. And listeners do too. Yeah. That’s. What charity? They’re here it’s for a program. Yeah, exactly. I mean, who cares? The indie at the end of the day, if we’ve got great financials, if none of our programs are effective and we don’t do a service to the community precisely. So what? What do we need to be doing? What the board’s need to be doing around around program? Well, i think in meeting those three duties, the critical aspect for boards to make sure they’re reasonably informed. Ah, and just get a program report every month or every two months. You know, a ten minute program report from the executive director or program director is fine and good. But does that mean the board really understands the programs and whether the advance the mission? Ah, and do they understand how the program’s advance emission? And did they ever ask you more difficult questions about are the programs effective at advancing the mission? Or do we have alternatives? Or should we think of alternatives that might be able to advance that mission mohr effectively or more efficiently, given the limited resources that we all have? First up in this is and we have talked about this. Your mission needs to be very clear. Yeah, and one of the things you have to do is make sure you go back. And this is the lawyer speaking. Make sure you go back to your articles of incorporation and by-laws and make sure that the mission statement that years thinking you’re thatyou’re furthering is consistent with what the law says. Your mission is. And that’s that’s how it’s displayed on the governing documents and in figuring out whether we are effective at meeting our mission. Now we’ve gotto identify cem numbers, right? I mean, it’s not just gonna be a ten minute report from the program director we’ve got to be looking at some numbers to figure out whether our we’re having the outcomes that we want, right and it’s such a such a difficult question and that’s, why it’s it’s all about keeping informed? Because, you know, the whole area program evaluation and back cantor and and a lot of institutions like the stanford center on philanthropy, in civil society and mckinsey and, you know, the non-profit cordially foundations, and they all have been writing all sorts of things on program evaluation and how we need more metrics and, you know, but all of that is great, but this is really hard stuff for a lot of non-profits to do so, yes, trying to figure out what what measurements are are important for us to figure out. Are we advancing our mission effectively? And then are we advancing it efficiently is really hard stuff, i think tip typically non-profits will, you know, measure how much money we’ve raised, how many visitors we’ve had or people with served, how many members we have, what is our overhead ratio on? We’ve had discussions on that topic as well, and, you know, those are interesting figures in all important, and i don’t want to downplay that. But what about you know, then, you know, the number of clients served. For example, does that really tell us what impact that’s done? No, before the clients. And you know, the program staff may know that. But how does the board know that if we have? If we served a thousand clients last month, did we did we serve them by giving them one meal? Did that change their lives? Did we do more than that? Did we provide services? What? What and impact are we trying to aim for? And what results are we getting those air really difficult things to try to figure out. But i think the board needs to push the organization in that direction. Of trying to figure out are the programs that write programs? Are we effectively implementing it? And if you want to, you know, evaluate your executive and evaluate your programs. You’ve gotta have a good understanding of that. I feel your passion around this, jean. I really do. It comes it’s it’s palpable. Now, in managing these programs. It’s, not the board’s roll. Teo, be day to day. There’s clearly there’s a delegation that has durney happening? Yeah, absolutely. And and the board certainly has the ability, teo, and should be delegating if they have staff in an executive director, particularly delegating those duties on those people. And especially, you know, holding the executive accountable and tasking executive and making sure the executive has resources to be able to do this, to try to figure out what measurements should we take? Teo, evaluate our programs. What what’s important? What do we have the capacity to do now? And what? What do we aspire to do? What are outside stakeholders wanting? What are the foundations saying we must have? And what are the donor’s expecting from us and how to our competitors provide that type of information back? I think we just need to push. Our executives were lucky enough to have them to figure some of those things out. And none of this has done overnight. Of course, tony, but you know, you you’ve gotto work at this, and sometimes you’re going to move forward, and sometimes you gotta move backwards. But you’ve got to keep pushing, pushing ahead. You just asked five or six really difficult but critical questions. Um, it’s a good thing. This is a podcast. Cause. Now people can listen. Go, go back to the past one minute and listen to those five or six questions. Jean just just named, you know, difficulty, but, but but critical. And and yet the board’s oversight responsibility remains and that can’t be delegated. That’s, right? So you know, the board, khun delegate management, but the board can’t delegate its ultimate oversight of the organization and it’s, you know, it’s responsibility to plan the direction of the organization. So status quo, if you know if that’s all you’re satisfied with and you don’t aim to do anything else with that, you know, that may not that may indicate that you don’t have the best board in place, and i was a little shocked teo learned, i think two days ago guidestar held a web cast, and there was a survey done of executive directors, and seventy five percent said they were unhappy with their boards and there’s a big disconnect there. Seventy five percent proof. Okay, what else? What else, uh, is part of the boards oversight of program? Gene? Well, you know, one thing i kind of want to emphasize as well is that i don’t want to put all of this on the board of directors, and i realized that the vast majority of board members are volunteers and have busy lives otherwise and are doing an amazing job. Trying to contribute to their organizations, the disconnect with the exec director is usually because of communications and a lack of understanding of their respective roles. So i just want to put a little bit of a burden on the executive director as well, to make sure that they are emphasizing board development and helping the board understand its responsibilities and sometimes bringing in experts, even though they may cost a little at the outset. Khun b really valuable to an organisation to try to figure out what these roles are, and again put in a little investment up front, and you can get payoff down the road even if you have some failures along the way. But it’s just that continuing to push forward to trying to understand what you’re doing who’s responsible for what? On figuring that stuff out the metrics themselves again. Our khun b, you know, exceedingly difficult if if i asked you give us metrics on changing laws when we were fighting for civil rights. Um, well, that might take years or decades to get any measurable results per se that might make a thunder happy. And you know what would have happened in the early sixties, you know, civil rights organizations just had their program shut down because boards didn’t get the right metrics that would have been ridiculous, right? So we have to understand the limitation of these measurements as well, but continue to try to figure out what important steps or bench marks were shooting for and what’s important to do, even if we don’t get the metrics on and make sure our funders and donors and stakeholders understand those limitations as well, just a minute or so before before breaking what? What kind of expert would help us with this? What would we search for? Well, there there are some consultants out there who specialize in program evaluation, and there there are definitely resource is out there. I have named a few organizations already, but let me give you a few more the foundation centre and they’re grantspace website has got some excellent resource is on program evaluation, the national council of non-profits also has some excellent resources. They’re they’re definitely resource is out there, and if you look for non-profit consultants who got program evaluation expertise, i think that can be a starting place. This is also a ripe area. For collaboration amongst organizations that are serving similar populations, or have similar missions. To try to meet together and talked about how they’re measuring, you know, their program, results and what would work for maybe, you know, across the sub sector that that they’re serving, all of those things are really important. I think again, executive leadership is really important to get the board in motion, but the board also has to hold the executive responsible for making sure that happens as well. Let’s, take a break. Gene and i, of course, will keep talking about the board’s responsibility around program and the executive director’s, too. Lynette singleton and at lays, right. Thank you for thank you very much. For those very, very kind thoughts on twitter. Hang in there. You’re listening to the talking alternative network. Duitz 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 monty taylor. Dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Talking alternative radio twenty four hours a day. Hi, i’m kate piela, executive director of dance, new amsterdam. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. More live listener love junction china ni hao, the netherlands gary indiana the home of christmas story, right? I’m pretty sure a christmas story that movie took place in gary, indiana live listen, i’d love to gary, indiana, and we’ve got a couple checking in from japan, hiroshima and kobe konnichi wa, farmington, michigan live listener love out to you. We have a question from twitter jean very loyal listener lynette singleton asks, do we know why there’s this lack of love between executive directors with and their boards, any ideas what’s contributing to that? I think i’m sorry, tony, that i think there are a number of factors that make be contributing to that, but i think the first is lack of understanding of the rules that each place and then it’s it’s a matter of communication between the two parties, there are great expectations that that board’s place on executives and the reliance on the executives tio teo, make do with limited resources to produce amazing results, and that can sometimes be a very heavy burden on the executive without a lot of support from the board and exactly what the board’s role is in supporting the executive. Director’s also, i think there many areas where there’s a lack of agreement or understanding between those roles and, you know, fund-raising is actually one of the areas of of ex, actually, some controversy, i think, you know, is the board involved is the board’s role to raise funds for the organisation. From a legal perspective, i might answer no to some extent, from a more operational perspective, i would say, of course, it is so there’s, different considerations, and that was a charity navigator to study, right? I’m not sure. I thought you said i’d start with. I’m sorry, the organization that did the webinar. Okay, okay, god start. Pardon me. Ok wave talking, talking about program meeting the mission, but there’s also legal requirements around program as well. Sure, and then the board should make sure that the executive is ensuring that the program is in compliance with whatever applicable laws might be there, whether it have to do with the facility of the organization or the employees and volunteers working for it, their basic risk management steps that they may want to take a swell, including ensuring that there’s proper insurance for whatever activities are are involved. Obviously, if you’re doing a summer day camp involving rope climbing and like that that’s going to be a little bit more significant in terms of risk management than if you’re just doing administrative work, lots of legal compliance, things, licensing, permitting and in all of those things as well, can boardmember sze be personally liable if laws are being broken and that’s why we have directors and officers insurance, isn’t it? Yeah, part partly why we have that it’s usually, you know, if there’s some sort of negligence involved when the boardmember acting not as a boardmember but as a volunteer for a program, then you’re probably looking at commercial general. Liability insurance to protect against, you know, somebody slip and fall and blaming the volunteer who was right supposed to set it up on the board members, directors and officers. Insurance will really protect against decisions that the board made that ultimately, you know, in hindsight, we’re negligent or grossly negligent, and, you know, if they decided to hold a program in involved involving bungee jumping with six year olds and without adequate supervision that, you know, that would be be a type of negligence that could get boardmember personally liable for something like that. But volunteermatch boardmember czar really, really, really rarely held personally liable absent some sort of malfeasance or self dealing benefit themselves. Okay, i’ve seen some six year olds on the subway that i wouldn’t mind having participating that that bungee jumping off a cliff i could i could give them a little shove to get them started, but not not kids. I know nobody related to me, only only what’s people have seen some hype it that it go well, now they’re real. I’ve seen him in the subway. I just don’t know who they are. I can’t name them, but i could point them. Out easily. Probably on my way home, i’ll encounter a few. Um, what else should we be thinking about? You know, your get before i asked before we do that, you’re an anarchist. Also, you’re making us. I got two troublemakers on the show today. You are making us ask questions that are very difficult, but but critical? Yeah. You know, e think of lawyers and consultants more broadly. That’s what? What we do, we can implement the changes that we talked about, what we want to raise the questions because we want boards and executives to really be thinking about these things and discussing them. And that’ll help break down the barriers and the misunderstandings and hopefully make more executive directors feel that their boards air great, make more executive, make more boards feel that their executive directors are doing a great job as well. As i said, i feel your passion around this. We have just about two minutes. You have another thought around this? Yeah. You know, just tio, make sure that again and i’ve talked a little bit about this is that there are limitations to what metrics can provide to an organization and some things. Just take a really long time to figure out research i mentioned lobbying on civil rights issues is one example, but research as well, you know, for gonna engage in research of a new right and how it’s going to work or developing a new medical device or drug that’s going to be beneficial to developing nations and the people there who might not have the resources to be able to afford these things. We’ve got to be a little bit experimental, and i know you know, there’s been preaching to the choir about embracing failure and sharing it so we can learn in advance, but that really is something that i’ll echo as well, that, you know, we’re going to get metrics and sometimes the metrics they’re going to show we failed, but if we never fail, that means we’ve never really pushed the envelope of making a more substantial change, and we’re just sort of, you know, relying on making little incremental changes, and we have to think about our organizations and say, are we the type of organization that just wants to stay status quo? Do we want to make little tiny, incremental changes year by year? Or do we actually want to look at solving or advancing our mission in a really big way and actually take some risk and then find some programs out there that might be more risky and that might fail and help educate our funders and our donors and our supporters that you have this is what we’re doing, and not everything is going to work, but this is the way to advance, you know, our cause lawyer with a heart jing jing takagi really so grateful that you’re contributing to the show? Jean, thank you so much. Thank you, johnny. And thanks for basing this serious subject may that’s alright, uh, we have a little fun with it. You’re an anarchist is no question you’ll find jean at non-profit law blogged dot com that’s the block that he had it and he’s at g tack on twitter. Thank you again, jean, thanks so much. Next week, female financial literacy alice march returns and personal financial planner sheila walker. Hartwell is with her. Wow, what a show today! Really? I’m just i’m moved. Damn! I love doing this show. Um, about two female financial literacy women need to get up to speed in professional and personal money issues and what’s public on private companies are prospect research contributor maria simple. The prospect finder has tips aplenty for doing your research on privately held companies. Please remember rally bound in your thoughts and telephone bill reduction consulting also tb rc they’re helping to bring the show to you. Valley bound dot com and tb r si dot com. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer. The show’s social media is by deborah askanase of community organizer two point oh, and the remote producer of tony martignetti non-profit radio is john federico of the new rules. We’re gonna be doing a remote more about that next week. A pretty prominent remote and it’s going to live streamed. In the meantime, you could check the hashtag e-giving twenty thirteen if you want to learn before waiting for the announcement that i make next week. Our music is by scott stein. This is tony martignetti non-profit radio. I hope to be with me next friday one to two p m eastern at talking alternative dot com dahna you’re listening to the talking alternate network waiting to get a drink. You could are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall. This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future. You dream of. Two one to seven to one 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. 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It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking. Hyre