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Nonprofit Radio for August 19 2024: “The Responsive Nonprofit”

 

Gabe Cooper: “The Responsive Nonprofit”

That’s Gabe Cooper’s new book. He walks us through the 8 core practices that will disrupt the status quo and make your nonprofit responsive. Like dismantling silos, adopting agile methods, managing change, building a durable team culture, and more. Gabe is CEO of Virtuous.

 

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Welcome to Tony Martignetti Nonprofit Radio. Big nonprofit ideas for the other 95%. I’m your aptly named host and the pod father of your favorite abdominal podcast. Oh, I’m glad you’re with us. I’d be hit with focal segmental glomerulosclerosis. If you scarred me with the idea that you missed this week’s show, here’s our associate producer, Kate to introduce the show. Hey, Tony, I’m on it. The responsive nonprofit. That’s Gabe Cooper’s new book. He walks us through the eight core practices that will disrupt the status quo and make your nonprofit responsive like dismantling silos, adopting agile methods, managing change, building a durable team culture and more. Gabe is ceo of virtuous on Tonys. Take two hail from the gym who talks like this were sponsored by donor box, outdated donation forms blocking your supporters, generosity, donor box fast, flexible and friendly fundraising forms for your nonprofit donor box.org and buy pork bun. Looking to grow your nonprofit. You need a.org domain name from pork bun, instant recognition, trust and visibility. Pork bun.com. Here is the responsive nonprofit. It’s a pleasure to welcome Gabe Cooper to nonprofit radio. He is the founder and CEO of virtuous the responsive nonprofit CRM and marketing platform, helping nonprofits build lasting relationships with their donors. He’s the author of the book, the Responsive Nonprofit Eight Practices that drive nonprofit innovation and impact. It’s his book that brings him to nonprofit radio. You’ll find the company at virtuous.org and Gabe is on linkedin, Gabe Cooper. Welcome to nonprofit radio. Yeah. Thanks so much for having me, Tony. It’s a pleasure to be here. I’m glad you are. Oh, congratulations on your book, which came out just a couple of months ago. Congratulations. Yeah, I appreciate it. It was, uh, it was a fun one to write. For sure. Well, we’re gonna talk about the, uh, responsive nonprofit and, uh, the eight, those eight practices that will, uh, help you be responsive. Can you just give us an overview of what, what it means uh, for you, for virtuous, for a nonprofit to be responsive? Yeah, it’s a great question. So, excuse me, I’d written a book a few years ago called Responsive Fundraising. And the purpose of that book was to help nonprofits connect more personally with donors. So, what we, what we were seeing is many of the nonprofits we were working with would send out the same email newsletter to everybody. The same direct mail appeal to everybody, all of their donors would get exactly the same thing. And it felt, uh, pretty impersonal honestly, donors were giving for very personal reasons, what they felt like they were getting back from their nonprofit was kind of this spray pre marketing like, does this organization really know who I am? And so we were really pushing into, hey, I in the world we live in nonprofit should be able to build more personal relationships with donors at scale. Like that’s possible using some of the modern technology. I think what we found over the last couple of years is most nonprofits really want that. They hear me say that and they’re like, yeah, we want, we, you know, we just don’t have the staff, we don’t have the time to really do that. And, but the other thing we found is is just changing. Innovation is really hard. A lot of the things that prevented nonprofits from really building more personal relationships with donors is like, innovation is hard. We’ve done things the same way for the last 20 years. Moving to this new paradigm, we just don’t know where to start, right. So this new book response of nonprofit is really eight practices of innovation all designed around as a nonprofit. How do I move toward innovating more quickly, changing more effectively? How do I build a culture that can actually pivot quickly with the times so that we can provide better relationships with donors and drive generosity. You talk about disrupting the status quo early on, early on in the book. Uh your introduction, I believe is where so uh but these things are, these things are scary I mean, people, people don’t like change. Organizations are a collection of people that, you know, if the people don’t like change and fear change and innovation, then the organization is going to yet. You wanna, you, you want us to disrupt the status quo? Yeah. And I, I think it’s, it’s necessary. I mean, there’s this uh a concept called Martex Law which says, um technology uh increases exponentially. So if you think the internet came out when at the very end of high school for me, right? But if you think there was like the internet and then quickly after there’s like myspace and social media and then there’s a smartphone and then you have social media on smartphones and you have Uber and airbnb and then you have A I and, and each of these technologies stacks on the one before and it moves faster and faster and faster. The problem is organizations evolve linearly, right? So most nonprofits like way we got to get like 3% better every year. Well, the problem is now you have technology that’s increasing at an exponential rate, nonprofit that’s growing at 3% a year. And you have this widening gap and all of a sudden nonprofits look around, they’re like, man, I don’t, we’re not rel relevant for the world we now live in, right? The changes out pa outpaced us and so disrupting the status quo is more than just, you know, we could potentially do something different here. It’s almost like our lives, depend on us being able to adapt more quickly. I think we saw that a lot during COVID. Right. For the first time, I think, you know, nonprofits, you hear the word pivot more than any other word during COVID. And I think some of that is fortunately continue to echo after COVID where nonprofits realize, man, we’re gonna have to be able to change and adapt more quickly to the world around us and, and part of that’s dismantling what we’ve done in the past, killing the status quo, right? And, and being willing to try new stuff. Yeah, you quote someone in the book, uh a woman who says, I, I’ve never heard the word pivot so often as I did throughout the, throughout the pandemic. Uh you have a quote that, uh I, I really think captures what you’re talking about. Uh uh after every chapter title, there’s a quote and uh after the, um the chapter on managing change, which we will get to one of the, one of the practices uh in times of change, learners inherit the earth while the learned find themselves beautifully equipped to deal with a world that no longer exists from Eric Hoffer. I don’t know who Eric Hoffer is, but I think that’s a brilliant quote. Yeah, brilliant quote. I think like the, the, the winners in our current environment, the ones who flourish are the ones that acknowledge. They don’t know anything or they, they don’t know, you know what’s next and it’s the area that’ll survive. Right. It’s the learners and the ones, there’s a similar quote in the book about, um, you know, for the next stage of growth in the next stage that they’re going to be successful. It’s a, it’s more about unlearning what, what, what you thought was true in the past in order to learn the great stuff that’s ahead and curiosity. That’s a, that I, I admire curiosity, curiosity about people, curiosity about the future. Uh curiosity about the present even, I mean, even just managing ma understanding what uh what’s, what’s right in front of us today. Uh I think requires a AAA curiosity. Um II, I admire that, that trait. Um So let’s talk about the, the eight core practices, please. And uh your, your first one is uh dismantling team silos and increasing transparency. But I really would like to start with your story of your wife to be pushing your Mustang and uh how that relates to dismantling team silos, please. Yeah. Oh, it’s so funny. So you guys have probably experienced this. Our listeners have probably experienced this is where um you’re in a nonprofit. Uh you know, if it’s super small, just a couple of people, this probably doesn’t apply. But once you start getting bigger, you start having kind of silos that develop, you know, your fundraising team doesn’t talk to your program team as much as they used to and my wife’s organization. The problem was the, the fundraising team and executive team set on the other side of the parking lot from the program team and nobody ever, like walked across the parking lot to see what program people were doing. And it’s just these silos begin to form. You have like data silos where uh our finance data doesn’t talk to our fundraising data, doesn’t talk to our, our program data and they just harden and Little Kingdoms begin to form. And so the car example is there because at most organizations, what ends up happening is, is one or two team members will take it upon themselves to become superheroes and put on capes. Right? Well, you gotta, you gotta share the story of Farrah pushing the car. Come on. Don’t, don’t hold out, don’t hold out on uh nonprofit radio listeners. Well, the story of what your wife to be was doing, it’s an embarrassing story, but it’s in the book, you got it in the book. It’s not like I found it in some dark corner. You wrote it in the book. So please tell the story. So I had this four cylinder mustang, this horrible car, it looked like a mustang on the side, but on the inside it was not a mustang. And the thing, the only way to get it started was to push it and, you know, sort of throw it into gear as it’s moving and first gear is a manual, a manual shift. You had to put it into first gear whilst, so my, my sweet now wife, I was dating her at the time. She wouldn’t rain or shine. She’d have to get out of the car, pushing the car. I would pop it into gear, get it going. And she’d run along the side of the car. Dukes of Hazard style, jump in the door and off. We’d go right. So that was, that was the early stage of our dating relationship. But it seemed like just such a great metaphor for what I see. So many nonprofit professionals doing, which is, you know, pushing the car running alongside the car, jumping in just being heroes when they don’t need to be heroes to compensate for the disconnects within the organization, doing everything that needs to be done when it’s not the most efficient. But, you know, the, the lights have to be kept on and, and the people have to be served. So I put on my cape. You use the, you talk about in the book, the, the superhero wearing the cape. That’s right. That’s exactly right. Um And, but also, you know, she was willing to uh break down the silos. I mean, a girlfriend that’s not, that’s not a typical responsibility for uh uh e especially in just a dating relationship. You know, getting your car started after the dinner that hopefully you paid for. At least you bought her. I would hope that you at least bought dinner before the, before these car pushing in the rain episodes, at least pay for the dinner. I should hope. All right. Uh, but, yeah, but she, you know, that’s outside, that was outside the, uh, the girlfriend’s silo. That’s right. Yeah, that’s exactly right. There’s, and that, that’s what we see. Like, you know, the most effective nonprofits that we work with. Realize, like, you can’t have one or two staff members be the heroes that close the gap that do all the unnatural things that shouldn’t be done. That’s outside of the role just to make the thing keep running right. And so, so much of that is, is about and can, can we just have better systems? So our fundraising, our comms team, our program team are working together in lockstep. Do they have shared goals are going after together? Is, do they have shared data across the organization? Can everybody see what’s going on? Are you holding your entire team accountable? So everybody’s pulling their weight. Are, are there any efficiencies in your system that you need to be able to correct for? So you’re not, you know, risking staff burnout because you have one or two heroes that are running beside the car and pushing. Right. So, and it’s critical, especially as your organization starts scale or starts getting older, like these things just inevitably happen, you, you talk about the it silos and, and fundraising silos. Give one of the examples of the uh of fundraising silos and what we can do to break these down. Yeah. One of the bummers that I experienced early in my career and, and I’m sure you’ve seen this too, Tony is that sometimes fundraisers are seen as a necessary evil within the organization. They’re kind of like the sleazy c side of the house that, you know, I guess they, they have to go get money so we can do the real work of the organization and the cause and, and I hated that stereotype, I think, you know, I’m on boards and I do fundraising all the time. But I think generosity is part and parcel to the mission of the organization. It’s not, you know, it’s not we fundraise because we have to, to get the real work of the mission done. It’s like actually building generosity in the world is good in and of itself, it’s good and it’s part of the organization. And so I saw a lot of silos were just like we put the fundraising team in a corner. They don’t really interact with everybody else because they’re kind of doing the dirty work of the mission. And so you begin to have this silo built up, you know what I, I think I mentioned the book, but one of the things that I’ve seen several organizations do I think is just amazing is they have people on the program team calling think donors and they have people in the fundraising team participating in program, right? It’s just that actually putting on the shoes of the other person and doing these simple things that can begin breaking down these walls is, is amazing. The best organizations I know fundraising program, communications all start to get blurred in this really beautiful way when you’re doing it. Well, its time for a break. Imagine a fundraising partner that not only helps you raise more money but also supports you in retaining your donors, a partner that helps you raise funds both online and on location. So you can grow your impact faster. That’s donor box, a comprehensive suite of tools, services and resources that gives fundraisers just like you a custom solution to tackle your unique challenges, helping you achieve the growth and sustainability, your organization needs, helping you help others visit donor box.org to learn more. Now, back to the responsive nonprofit. You, you cite one nonprofit where even where everyone has to be in the the customer support uh role for two weeks, even, even the lawyers, the new corporate lawyers for the organization, they spend the first two weeks, they spend two weeks uh on boarding in the customer support role. Zappos is the shoe company Amazon. In the early days, you could, if you were hired as an attorney at Zappos, they would make you do customer support calls your first two weeks. It’s just amazing, right? It creates so much empathy across the organization. In the case of a nonprofit, it really brings your donors to the front. So now your program team is getting to talk with these people that are, are giving their hard earned money and time every month to support your cause. And the pro program team gets to see that firsthand. It just, it’s magical and this could be done, you know, in uh like a, a ride along for a day or, you know, shadow for a day or a couple of days so that you would build the, the empathy that, that you mentioned. That’s exactly right. That’s exactly right. The, the, it one is a little bit different that the, it, unfortunately, it, and some nonprofits has just become, they’re, they’re seen as like the bottleneck or the killjoy, right. We wanna kill all, do all this stuff and it has a backlog and we can’t get it done, which is for as a, I’m a computer programmer by trade. So that’s a frustrating stereotype for me. Right. But um there’s several ways, one of the, the things that we’ve seen the best organizations do is actually empower the individual teams to make their own technology decisions rather than having to run everything through it. We were even talking with the folks at Microsoft last week and they’re seeing Microsoft is seeing the most innovation in A I right now from non technical people, right. So with the Microsoft nonprofit team when they go into nonprofits say who’s, who’s doing really cool things with a I it’s never coming out of it. It’s coming from the fundraising team or the program team, right? And that’s like, and the more we can think about sort of empowering the entire team as technology decision makers rather than like keeping that entire burden on the it professionals, the better we’re gonna be, you mentioned, uh goal setting, uh you know, shared, having shared goals and that leads to the, your, your second practice, which is metrics and quarterly goal setting. And you tell us what’s your thinking here? Yeah, I, you know, one of the things is that you’re never going to be successful as an organization and you’re never gonna be able to pivot unless everybody at the organization is very clear on the target that we’re aiming at together, right? And so which requires two things. It requires really good reporting, you know. So if you say as an organization a to be successful, we need to increase donor retention by 20% this year. Like we’re not gonna be able to hit our number and accomplish our mission unless we do that. But if you don’t, if you can’t report on that number in a meaningful way and allow everybody in your organization to see it unless they know that it’s important, you’re just never gonna get there. It’s way too opaque. I’ve been a part of way too many nonprofits that don’t, they just don’t know their number. They don’t, they can’t see the data, they don’t know what they’re chasing after. So decisions end up being made by leadership or whoever has the loudest voice at the table. They’re not data informed their decisions, they’re just whoever has the strongest opinion. Right. And that it, it is a recipe for disaster because you end up wasting a lot of time on the wrong things that don’t actually move the needle. So a lot of what we talk about in the book is, is frameworks for setting clear goals quarterly. A lot of nonprofits have started to adopt E OS the entrepreneurial operating system as a way to set quarterly goals and sort of operationalized goal setting in the organization. Um or there’s a framework as well called OKRS objectives and key results that does the same thing. But basically both of them say like, hey, every quarter, we need to know the 3 to 5 numbers we’re shooting for, you know, whether it’s program outcomes, it could be donor retention, it could be new donor acquisition, it could be starting that plan giving program that we’ve always wanted to do. You set clear goals quarterly, right? And everybody knows what success looks like, they know the number and those goals should actually filter down. It’s not just that an exercise for the executive team in the board. I I feel like I should be able to walk to any employee of a nonprofit, any individual contributor and say, what’s your number? And they should know, hey, the reason I’m getting receipts out within 10 days is because when I do that, I know I increase donor satisfaction, I increase likelihood of second gift in this number. We want to increase second gift retention by 25%. So I’m playing a big part in us hitting that number, right? Like everybody at the org should know how they’re contributing to that, that quarterly goal. And I just find it’s, it’s just too rare in nonprofits, especially small to mid size nonprofits having that sort of discipline around. This is where we’re going and we’re all in lockstep getting there together. Quarterly. Feels just right. It feels like a month is, is not enough time to achieve anything. Semi annual. We could be slipping and not and not know it and it could end up being too late. I don’t know, quarterly just feels, feels perfect. 90 days is enough time to get something done. Right. And it’s, and, and you can now look back and make adjustments for the next quarter as needed. Right. A lot of this too is, is, takes executive leadership in bringing your board along because a lot of times boards are calibrated to sort of annual plans and as nonprofits, we all know that we get like halfway into the year and everything goes to hell in a hand basket or things change. Right. So it’s even calibrating board and leadership to understand, you know, this is what we’re going after this quarter and the next quarter and the next quarter and it gives us permission to pivot and sometimes even stretch further than we thought we could halfway through the year. Let’s move to uh agility, the agile, your practice three, the agile nonprofit. What, what is the uh agile methodology comes out of software development, doesn’t it? It does. And it’s been applied. There’s this great TED talk on, on a guy that started using agile for his family, like his parenting and, and, and doing stuff at home. And so it’s, it’s used broadly. It’s used a lot in marketing right now. Actually, um Agile is just the concept that, hey, we’re, we’re gonna work in small teams and on projects and we’re gonna work in two weeks, spreads, right? And so this is especially powerful in marketing and fundraising teams and nonprofits where uh you want to test new ideas or launch a new program. So rather than saying, hey, we’re gonna lock ourselves in the room for the next six months and hopefully, what we come out on the other side will work instead of doing that, we’re gonna work in, in two weeks, sprints where we’re going to see how much we can accomplish in two weeks that we could test at the end of two weeks. And so, you know, maybe as a nonprofit, you have this hypothesis. Hey, I think our donors care way more about video stories than they do all about all the stats we’re shoving down their throat. It’s like, well, we don’t have to wait six months to figure that out. In the next two weeks, we could create a video. How could we test? So what we could run, run on social media side by side, split test to see what works and what doesn’t work. It allows you to break up work into two week chunks plan that work, execute on it. Everybody comes back at the end of two weeks and shares what they’ve done and what they’ve learned, which is incredibly important because you have this like continuous learning loop that allows you to make pivots on the fly rather than just wasting time working on stuff that will never bear fruit. And the uh agility also not surprising. It starts with, with goals with shared goals and the goals toward the, to I guess toward the two week sprints, I guess not, I guess towards the two week sprints. Right? I, I know, I know, I know, I like to, I like your time period, the quarterly goal setting, the two week sprint. I don’t know. I just like the idea of a sprint. You know, even if, even if, even if it crashes and burns and you didn’t meet the goal you still have learned and you’ve only, and it’s only taken 22 weeks to learn a lesson. Well, now it turns out they do like the statistics better than what we thought would be the engaging video. But our, you know, it turns out that our intuition was incorrect. Our audience more prefers uh what we think is bland over what we think is engaging. But now we know, so let’s focus more on numbers and we don’t need, you don’t need to produce so much video, you know, that’s counterintuitive. But, but you, you, it’s valuable to learn that, you know, all your assumptions, whatever they may be, however, you know, how strongly we hold them could very well be wrong. And you can, you so many of those you could test in just in two weeks, a little sprint. That’s right. That’s right. I always encourage organizations to use the word hypothesis. It sounds like a goofy scientific word. But you’re h uh hh zero H one. That’s right. Yeah. So it’s what our reach not. That’s right. So you have a board member, hey, direct mail doesn’t work, right? It’s like, well, we have a hypothesis. Direct mail doesn’t work. Could we test that? Hypo? Let’s not assume even best practices here. All these best practices, nonprofit space, well, sometimes best practices are best practice because they are our best practices. Sometimes somebody just said it a long time ago and nobody bothered to test it at this organization. And so let’s hold those loosely as a hypothesis. Let’s see how quickly we can test, learn from them and then pivot to what actually works. Anything else you want to say about, uh, agility? It’s, there’s, there’s a ton more in the book. I mean, the bumper practices is it just, you can’t deep dive into any of them too much. But if you’ve never tried sort of that like an agile approach of two week sprints, like, find, don’t, you don’t have to roll at all. Just find one team at your nonprofit, two or three people with a project you’re working on, they can test it out. I promise you, you’re gonna be thrilled with the results and, and want to adopt it. But just start with a project with a small group of folks and give it a shot and see how it goes. And there are hundreds of books on uh the agile methodology. Um OK. Human centered design practice for being human centered. You talk about uh as an example here, water.org the, the way they uh did empathy gathering brought, brought constituent opinions in te tell us that little water.org story. Yeah. Water orgs this great org. Um Matt Damon is one of the founders. So they have all this kind of, you know, big star appeal and that kind of thing, what they found was uh just funding water projects like wells. The kind of thing that typical orgs do was good, but really fixing this problem required big systemic change, large capital investments working with governments, all of the kind of big buzzwords that are really hard to pitch to donors, you know, because the donor wants to feed a child or dig a well, they don’t want to invest in systemic, you know, 10 year initiatives. And so uh what water.org does did to solve this problem is to rather than assume they knew all the right answers. They actually spent a ton of time doing what’s called empathy gathering in Human Centered Design, which is effectively just going out and, and interviewing their stakeholders, their donors, their other constituents and saying like, you know, like, why would you give to water.org? Like what makes you tick like? And, and they use this Toyota Practice. There’s a ID O is the big company that does Human Centered Design, but a lot of them use Toyotas ask why five times. And so it’s uh I give an example of my 10 year old daughter in the book where I say, you know, she says, you know, why is this guy blue? Well, because this, well, why? Well, because this, why and she’ll just keep asking why to get to the heart of the thing, right? That’s what empathy gathering is. Don’t assume that you know why your donors give, why your volunteers volunteer even on the program side, don’t assume that you’re making the biggest impact in your community just because you’ve always done it a certain way, like take time to really be empathetic to ask open ended questions. Don’t assume you know the answers and ask why. So that’s exactly what water.org did and found some have found multiple really creative approaches to connecting with donors around some of these initiatives. But it just in human centered design, generally, it’s like starting from the ground up being empathetic to the communities that you’re serving in your donors. Like actually asking them questions. One of the things that I’ll recommend a lot to nonprofits is I know it sounds crazy, but I call 100 donors and don’t, you’re not calling them to ask them for money to get anything out of them, just have a conversation and ask great questions. What made you give, give? Like what, what did you find appealing about our organization? Like, you know, what was the thing? And just that simple little thing can be transformative in how you think about fundraising or your organization in general. Again, the assumptions that we hold so dear. I just know it. I just know it’s true. Well, you, you believe it, you believe it to be true. It’s time for a break or b.com named the number one domain registrar by USA today for 2023 and 2024. Pork bun helps you share your organization’s mission with a.org domain name dot org. And the entire.org family of domains are at the heart of change makers and philanthropies worldwide. Join an international community of individuals and organizations sharing a common goal to make the world a better place. Your.org domain name gives your website credibility is easy to remember and helps bring better awareness to your goals. Every domain at Pork Bun comes with free features like who is privacy ssl certificates, web and email hosting trials and more. You can manage everything about your domain from one place backed by five star support. 365 days a year, Get your.org domain name for a low price at pork bun.com. It’s time for Tony’s take two. Thank you, Kate. I’ve got more tails from the gym. II, I don’t know if this is a Southern thing or, you know, the way folks talk, uh adults, we’re talking about adults older than me. I mean, these, these uh these are guys uh 7070 plus it could be 75. Um And you know, of course I’m overhearing because I just like to do my work at the gym. I’ll say, you know, polite hellos, but I like to get my work done and depart because I have things to do the rest of the day because I go to the gym in the morning. Uh So it’s not like I’m conversing with these guys at all. I’m just overhearing because they have loud voices. And so one of the things, uh he was uh a guy was saying that uh he was talking about dancing, they were out for, you know, I got to hear the whole story, right? He and he and his wife were out dancing and uh they were, they had met somebody or they were, they were with somebody younger. It wasn’t clear whether they had met them or come with them. But, and he was dancing with the, the younger woman and, and he said, I maybe could have kept up with her if I was 20 years younger, I maybe could have. I, I don’t know, I, I could have, I think what the English that he’s trying to express is I could have, I could have kept up with her if I was 20 years younger, but I maybe could have, it’s just not proper English. And then the other one, same guy different day, you know, I’m, I’m, I’m putting a couple of different uh gym days together. He um had a neighbor wanted to cut, trim some trees, but I gather the trees were growing on this guy’s property. My, my uh loud gym person property. But, you know, there were the branches were over on the neighbor’s property. So, uh the neighbor had asked, you know, could I cut them? And he said, uh to the neighbor that uh it don’t make me know. Never mind. I was what? Uh it don’t make me know, never mind who talks like this. II, I don’t hear these, these idioms. I don’t know. Uh again, you know, it’s one person but maybe I’m overreacting. I don’t know, it don’t make me know. Never mind how they talk. That is Tonys take two date. He kind of sounds like he would make a very good brisket at a barbecue. He sounds like a very, that is, that is the southern, that is a southern skill. We’re actually a couple of towns over there’s an annual barbecue competition and festival. Um, uh, what town is that? I can’t remember the town but barbecue is very big down here. Yeah. Uh good, very good observation. Yeah. Uh He, he might very well. I’ll, I’ll be listening out for his barbecue recipe. Well, we’ve got VU but loads more time. Here’s the rest of the responsive nonprofit with Gabe Cooper. Your fifth practice is managing change. This is where you have the, uh the quote in the, on the opening page of the chapter about uh finding yourself beautifully equipped to deal with a world that no longer exists. Uh The learned versus the learners who are uh inheriting the earth. Um In, in this, in this practice, you’re talking about AAA shared vision, shared skills incentives, share your, share your thinking about the best, you know, best work around managing change, which is a cha uh which is a constant, uh you know, it’s a, it’s a cliche now to say it. And I won’t, I won’t get into all the sort of the techniques and, and tricks of this practice. But the big people have to buy the book, you gotta, you gotta leave something to buy the book, you gotta buy the book. I mean, we can, we can scratch the surface here in an hour and wet, uh, appetites. But, you know, if you want to, if you want the, the detail, we, you know, we just don’t have that kind of time, you’re gonna have to buy the book and it’s, it’s worth buying. That’s right. That’s right. Yeah. But this is a big one, right? Because nonprofits, you, you get to the point where you see where you need to go. Everybody sees that aspirational reality out ahead. And everybody’s clear on this is where we need to go as an organization where it gets stuck is ch the change required within the organization. Everybody’s gonna have to do their job slightly different than they did a year ago. And that’s hard, right? Because everybody’s cheese is being moved and everybody gets a little bit uncomfortable, um, with what’s going to be required of them in whatever the new normal looks like. And so a lot of this just revolves around, you know, how do you get team alignment early on and cast a clear vision for where we’re going? So everybody knows where we’re going. How are you asking the right questions along the or around the organization to make sure that you’re not inadvertently gonna create a real problem that you don’t anticipate? Like, how do you set a culture where people are adaptable and curious and they want to change and they want to get better. Right. And then how do you assign the right ownership and accountability through change where you’re not all of a sudden just asking somebody to work 80 hours a week, you know, to get there? But how do you create realistic deadlines with accountability? And so everybody’s moving in the same direction in a predictable way. It sounds, you know, a little bit, you know, maybe uh boring or mechanical. But this really is the thing for many nonprofits, they know where they want to go. It’s just really hard to pivot. It’s hard to change. Virtuous has uh an audacious vision as a company. Well, why don’t you share what that is? So, um we want to create $10 billion in that new generosity in the world, right? We, we think that if we can help nonprofits level up how they communicate with donors, um how personal they can be. We think that, you know, people, there’s this famous quote that says donors aren’t ungenerous, they’re just distracted. Right? And right now, giving is roughly 2.7% of GDP in the US. We think it could be way bigger and we think nonprofits can, you know, can contribute and more and more uh interesting and um sort of um complex ways than they are today and we want to be a part of that story, right? So we look at all the data for the organizations on our platform. Um And we see how they’re able to tilt up after they adopt responsive fundraising and they adopt our platform and we measure how much they’ve grown generosity. So to this point, we’ve generated about a billion dollars in that new generosity in the world that’s measurable across all of our customers. We don’t think that’s enough, we want to get to 10 billion just because we have such a passion for generosity in general. Now you said earlier that anybody in the organization should know their number. So what as, as ceo at virtuous, what, what is your number? Yes. Well, my number is that $10 billion. It’s, it’s interesting that you said that I talk a little bit about this in the culture chapter of practice in the book. But um when a new employee starts at virtuous, I don’t start with like the pithy values that, you know, sound kind of trite and fun and sound like they should be printed on a copy mug actually start with the Economic Engine of our business. And I explained to every new employee, this is how all the numbers work like this is how I if you’re in customer success, I want this much retention. I want this score and customer satisfaction. I want in our quarterly business reviews with our customers. I want them to give us this grade and if you can hit these numbers, it’s going to create happy customers that stick around. It’s going to create more successful customers that can increase, giving 5% a year. You know, they spread that out across x thousands of customers. It gets us to 10 billion in generosity. So before I have one single conversation about values, you should know how my job is gonna contribute. My number is gonna contribute to our number. And then I talk about our values in the context of that. It’s a, it’s a backwards way of thinking about culture, I think for some orgs. But that context I think is so powerful if you can provide it. Well, that’s, that’s your next practice building a durable team culture. What, what do you mean by durable? Um Well, uh one of the biggest issues in nonprofits that I’ve seen is uh people either burn out or check out, right? Nonprofit work is really hard. And so you either put on a cape, you put in too many hours, you burn out the turnover of fundraisers, especially in this country is far too high, you know, or you check out, you just, you know, you start just taking up a seat and mailing it in and you don’t want to change anymore. And so you have to develop a culture that is um adaptable where people want to be a part where you’re able to attract the best and the brightest talent, not just whatever you can get, but people that care deeply about your cause and they’re in it for the long haul, right? And you have to, you have to create this, you say uh great culture doesn’t just build itself. This has to be intentional. II, I assume you’re beginning with leadership and, and, and then eventually it becomes bottom up. But I would think that initially, it’s, it, it starts at the top a 100% a virtuous. I’ll give you an example. We have a cultural road map just like we have a product road map, right? Because we know that we will lose our soul if we don’t uh have a very intentional plan for culture. And so what that means is as we scale, we want the cadences and rhythms of our company to remind everybody why we’re here. So when you go into a meeting at virtuous, when you do your performance review at virtuous, we want our values so embedded in all those cadences, it almost becomes like, you know, to use a religious term like a liturgy that reminds you of why we’re here, why we show up every day and what we’re all about. And, and when you do that, then what the magic that starts happening is now, culture isn’t like a tops down like the executives telling us how we should behave. It’s, it’s bottoms up where you see people that have been here, six months that are individual contributors that are enforcing our culture and they’ll be in a meeting and they’ll call somebody out. Hey, that’s not our culture here, right? Like, and, and that’s really when you start seeing a durable culture, when it’s so sort of ingrained at the ground up, which means as, as leaders you have to be. And, and this happens at nonprofits where we become so focused on the mission that we sort of, it’s at the expense of our team. Like, you know, we’re riding our team, like the people ride a mule through the Grand Canyon and just like, you know, this is gonna get everything we can out of this until it’s done, right? And as opposed to, I wanna be shoulder to shoulder with my team asking them what they need, seeing how they feel, asking them how their weekend was making sure they understand the job that we’re doing here together and they fully embraced our, our culture because without a great team, without the ability to attract and retain great talent, we’re never gonna accomplish our mission. It’s time for a story with uh it doesn’t really belong in this uh this practice area, but I like the story about Cure International. Oh Yeah, you talk about them with related, related to the metrics. But we, we, I felt like I wanted, I wanted to spread out the stories and you were just told the good uh good Mustang story. So uh tell, tell us about Cure. Cure has AAA great CEO um buddy of mine and he uh when he came in and, and took the job, um realized cure was number one, an amazing organization. They’re doing like children’s hospitals globally. They do amazing work, have this great reputation. But also realize that if they really wanted to have the impact, they wanted, they were going to have to tighten up the ship and get way more focused. And so one of the things he uses the E OS framework that I mentioned before of like sort of operational goal setting in the organizations. But the other thing he did is that I loved as, as a, as a new leader, he didn’t assume he had all the answers. So he kind of went on a listening tour around the organization and talked to almost everybody, like, you know, what do you care about? How do you do your job? What are the problems you’re facing? A lot of what we talked about in human centered design. So as a leader, just really empathy. That’s right. And, and then use that empathy to a line up to their overall strategy where they’re going as an organization. One of the even the hard decisions he had to make was he realized the organization was doing a lot of stuff that was off mission. It, you know, stuff that seemed like a good idea at the time. And now they have 20 little like side projects that are just hanging off of the, the core mission. What, what they want to create. And as long as they’re dragging around the baggage of like 20 things that they’re doing that are good but not great. Right. And, and they’re like kind of aligned to the mission but not really, they’re just gonna never get to where they want to be. And so a big part of what he did after he kind of did his empathy gathering was he went through and began to cut projects and programs or fold those in to the mission in a way that lined everybody up. So everybody’s marching in lockstep together which at an organization, the size of c is no joke, right? As this is a year, a multiyear initiative, but was just so impressed by his thoughtfulness, not just being a leader that comes in and says, this is where we’re going, we’re quitting all this dumb stuff, you know, but instead taking the time to truly listen and get to know everyone across the organization and align everybody together. I like that concept of alignment. You know, it just to me, it, it embodies the shared goals, the shared vision, everyone walking together, helping each other. There’s a, there’s a lot of that in your book too. The team support, you know, that’s uh uh that, that, you know, in, in stand up meetings, you know, how can I help you? Uh uh uh a, a big part of the stand up meeting you talk about is you know, what, what, what obstacle have I gotten and who can help me do it, who can help me overcome it and we can take care of it probably in the next 30 minutes versus a bunch of emails back and forth. And nobody really understands the, the issue as well is if we just talk about it right now in our meeting 100 yeah, 100%. You know, and that it’s, it’s not all like, you know, rainbows and roses and all the time. You got as a leader, you have to make really hard decisions. You just, you do. But if you’ve taken the time to actually collaborate with people and, and build trust and they understand why, like why are we going into direction or what goal are we trying to accomplish? Those hard decisions? Get way easier and they make way more sense as opposed to just dictating from the top. This is where we’re going. You’ve, you’ve earned the right to make the hard decision if that makes sense. Mhm Community and storytelling. Yeah. As uh as the drivers of change. But uh what, what struck me here is that the long haul? And you’ve, we’ve started around this. But uh I like to focus on that explicitly that this so much of what we’re talking about is the long game. Even, even if it’s a two week sprint, there’s a lot of two week sprints long game, you know, that, that commitment. That’s right. Yeah. And in community is definitely a long game kind of thing. But, you know, at a, at a ton of the works that we work with the issue becomes, hey, we just don’t have enough resources to pull this off. We don’t have enough staff to pull this off. You know, maybe you have 10 people on your team, 20 people on your team. I’m like, yeah, but you have 10,000 raving fans in the world that love your mission and want to make a difference. Like you have all of the resources at your fingertips. You just have to work to catalyze. And so, you know, I, I tell the story in the book of the Kony 2012 video and uh uh a lot of you that have been around nonprofits for a long time, like I have probably remember Kony 2012. You probably remember that video. Um But it was this moment where it was youtube’s highest ever viewed video and people that saw it thought this came out of nowhere. This is crazy. How did this get popular so fast? What they don’t see is the years and years before that video came out of people on that team, they were driving, you know, vans around the high schools all over the country, like telling the stories of, of the atrocities of Joseph Kony to kids that just didn’t know anything about it and they were building a community. They were like doing the really hard work of creating a massive movement of people that care deeply about their call. And yeah, it’s the long game. It’s hard work. But if you look at some of the best organizations and even the best campaigns that nonprofits have done, it’s because people have done the hard work to really care about building a community. And so now it’s not just you and your 10 staff members, it’s you and this 10,000 person army behind you that’s willing to do anything for the cause. And the power of that is just amazing. But it takes work and intentionality. You, you have to get out into the community and you have to do the hard work of getting to know people and building that movement. Another example you use is uh food link the way, the way they built community around getting food from, from farms to uh to shelters or kitchens. Yeah. Yeah. The farm lake is amazing because they uh they were started by a couple of kids in college that just solved this problem where farmers had a ton of excess food. And then there was all of these, they’re throwing it away and there’s all these food banks that were short of food, right? And so the amazing thing there is recognizing that your community isn’t just powerful because they have money. I if we see our donors, it’s just checkbooks like it’s, it’s an incredibly like short sighted way to see the world. The magic of what they did is they had, you know, college kids driving around in vans picking up onions. Right. They started with picking up 50,000 eggs that a farmer was going to throw away. So they go rent a van and a truck and go pick it up. That was their first, I think that was their first episode and they were just, you know, uh, young enough and, and hadn’t been sort of part of the institution long enough to not know any better, right? It’s like, well, what do we need, we need somebody to drive a van and pick up some eggs. Well, I can find some people to pick up some eggs, right? They, they saw their community um as not checkbooks. They, they said all of these people have different superpowers. How can we bring together all of these amazing superpowers to accomplish more in the world? Right? And it’s, and, and it’s amazing. I think so many nonprofits can learn from that is like, how do I look at my community? See their unique superpowers and figure out how to plug those in in a meaningful way and it’s, it’s helpful to your org but man, for your donors or volunteers, you, you no longer feel like an outsider who’s giving to this cause like this cause is kind of my proxy for doing good in the world. But I’m not really a part of it all of a sudden you feel like you’re part of it. It’s like, it’s, I don’t have to be a staff member. Like I’m shoulder to shoulder participating in this, in a meaningful way. It completely changes the nature of how you accomplish your mission. Yeah. Yeah. You have a lot of touching stories, uh, that they, they illustrate points but I, I found a bunch of them also moving and that, that food link one especially. Um All right, your last one, I’m sorry. I wish they were. I wish you had 12 because then we’d have, we’d have five more to talk about. But uh we only have one, we only have one more uh generosity gen ops, you get generosity operations, structuring your team for shared insights, what you’re advocating for a new position or in a bigger organization, a new team. What is this? Well, let’s let our, our audience is small and mid-sized nonprofit. So it might be uh it might be a, might be a halftime responsibility or something. But what, what, what’s the idea behind generosity operations and, and the person leading that? Yeah. And it, it probably is more applicable to uh more mid-sized teams honestly. But the, the idea here is that um your constituents interact with your organization in all kinds of different ways. Like you have people who have volunteered, who have also given, who have also uh taken part in your program or, or been a part of your services offering, right? They’re interacting with your org in all sorts of different ways. The problem is if you, if your departments or teams are siloed, you don’t have really any visibility into this. And so this is a team and sometimes you’re right, it can be just call it a committee of a few people working together a few hours every month that are stewarding the entire constituent journey. So they understand some people, hey, are you, do you guys realize 20% of our volunteers give money? It’s like, oh, I had, I had no idea like we should, we should see if we can report on that and figure out why that is right? Or did you realize that um our program team, the the most powerful stories or this kind of story? But our program team doesn’t know that and they’re giving us the wrong kind of stories and we could easily fix that problem. It’s somebody who understands how your stakeholders and constituents interact with your cause. They’re looking at that from a bird’s eye view and they’re connecting the data and dots between departments. And so that people have one single coherent experience with your organization, not a bunch of dis disparate experiences. And so that within your team, data and insights are shared. Yeah, there’s this uh Brian Regan, he’s this goofy stand up comic. He tells a story about, he saw two logging trucks passing one another, both carrying logs on the freeway one going one direction and the other going the other one. And like the guy in the one truck says, hey, you had logs over there. And so the point of the story is, you know, as nonprofits, I think we do that all the time where we realize somebody and some other team is doing something massively similar to us, man. If we just would have shared and communicated better, we get to s save so much time and effort. And so generosity ops is that team that helps optimize data and communication across the org and optimizes a single constituent journey outside of the org. It’s a holistic view. That’s right. You’re right. You’re, you’re taking data. But first of all, you have to have the right, you have to have the right data. There’s a, there’s a key part of being able to enhance generosity uh but taking data from, from across the organization and like you said, you know, sort of connecting dots and discovering learnings or even things worth testing. That’s right. Yeah, that’s exactly right. These are kind of your, the, the team that really drives innovation and insights across because they’re the ones that are seeing data that’s disconnected. They’re seeing real huge opportunities for growth. They’re able to bubble up those insights to the rest of the team and find sort of unnatural opportunities for growth that if you’re just heads down in fundraising every day or heads down in finance or heads down in it, you’re never going to see it without somebody connecting the dots. All right, Gabe. So, I, uh, dictatorially, uh, you know, chatted us through the, ran us through the, uh, the eight practices. What, what, what, what didn’t we talk about? What, what, what do you want folks to know beyond what we’ve, we’ve said about being a responsive nonprofit and these practices. Yeah, I think one of the things is there’s a lot covered that we just covered and it can sometimes feel really overwhelming like boiling the ocean. Right? And so I’ve, I’ve been into quoting Frozen Two lately, which is, you know, your daughter. It’s a favorite of your nine year old daughter. Yeah, that’s exactly right. Yeah. So it in there, the, the sort of punch line is just do the next right thing, right? And so don’t get overwhelmed by all everything. It just feels like so much I would say just pick a practice. Like the one we talked about with agile. Could we do? Could we try out working in two week sprints to see how fast we could learn? Right? Like, or could or be picked goal setting, man. I don’t think we have clear goals. Can we for, for one team for one quarter? See if we can set some clear goals and go after them, just pick one, do the next right thing. Don’t get overwhelmed with all of it. If you, if you can continually get better in any one of these practices. I can promise you you’re gonna get better as an organization. All right. Thank you. The book is the responsive nonprofit eight practices that drive nonprofit innovation and impact Gabe Cooper, the author. You’ll find the company at virtuous.org. You find Gabe on linkedin Gabe. Thank you very much for sharing so much. Fun. I’m glad. Thank you and congratulations again on the book. Yeah, thanks. Next week, empowering women with Jenny Mitchell. If you missed any part of this weeks show, I beseech you find it at Tony martignetti.com were sponsored by donor box. Outdated donation forms blocking your supporters, generosity, donor box, fast, flexible and friendly fundraising forms for your nonprofit donor box.org and buy pork bun looking to grow your nonprofit. You need a.org domain name from pork bun, instant recognition, trust and visibility. Pork bun.com. Our creative producer is Claire Meyerhoff. I’m your associate producer, Kate Martignetti. The show social media is by Susan Chavez. Mark Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation. Scotty be with us next week for nonprofit radio. Big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for November 20, 2023: Your Case For Support

 

Febe VothYour Case For Support

Whether you call it a case statement or case for support, it’s a critical part of your next fundraising campaign. Febe Voth has devoted decades to the art of crafting these fine documents. She shares lots of savvy advice from her 2023 book, “the case for your cause.”

 

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Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.
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And welcome to Tony Martignetti Nonprofit Radio. Big nonprofit ideas for the other 95%. I am your aptly named host and the pod father of your favorite Hebdomadal podcast. Oh, I’m glad you’re with us. I’d be forced to endure the pain of hypertropia if I saw that you missed this week’s show. Here’s our associate producer, Kate with what’s on the menu? Hey, Tony, I hope our listeners are hungry because this week we have your case for support, whether you call it a case statement or case for support. It’s a critical part of your next fundraising campaign. Phoebe Voff has devoted decades to the art of crafting these fine documents. She shares a lot of savvy advice from her 2023 book, The Case For Your Cause. An Tony’s take two. The right person were sponsored by donor box, outdated donation forms blocking your supporters, generosity. This giving season donor box, the fast flexible and friendly fundraising platform for nonprofits donor box.org here is your case for support. It’s a genuine pleasure to welcome Phoebe VTH to nonprofit radio. She is the author of the book, The Case For Your Cause, a guide to writing a case for support that hits all the right notes, Phoebe has spent more than 20 years working in the realm of the case for support. Her work has helped achieve fundraising goals of up to $100 million. The thesis for her master’s degree was on the case for support. The first master’s thesis to be written on this topic in Canada. She studied storytelling under the tutelage of Canadian novelist, Sandra Birds. Phoebe is on linkedin and her book is at Phoebe vth.com. Phoebe. Welcome to nonprofit radio. Well, thank you. It’s really fun to be here. I’m glad you are. Congratulations on the book. The Case. Your case for support. The case for support. Congratulations. Thank you. And I just uh misstated the uh book is not your case for support. The book is The Case For Your Cause. The Case for your Cause. And I’m wondering why you chose uh all lower case letters for the title, The Case For Your Cause. Hm. Well, the person who designed the cover chose that basically. Um but I think maybe it’s a bit of a reflection of me. I’m not a loud person. I’m a person who lives quietly in my head. And so when I saw the lower case treatment, I liked it. It’s about as complicated or as simple as the answer is simple answers are terrific. Um Interesting. You, you feel you’re, you’re a person who lives mostly in your head with your with your thoughts? Is that, is that helpful to a writer? I think most writers live there? Yeah. Uh, that’s my experience anyway. We, we go away and get our assignments, whether it’s fiction or whatever kind of writing. But in my case I go away and do my interviews, spend a couple of days out in the world with people and then I’d come back to my office, close the door and write where it’s quiet and I’d play with words. And, um, so that, that muscle really gets strengthened as you do more and more of the writing work that um you become, um, yeah, you live in your head. Uh And interestingly, I’ve picked up a hobby now as I’ve slid into retirement and I’m, I’ve picked up pottery and that’s also a very cerebral kind of thing. It’s a thing. You go down, I go down to my basement where I have a lot of set up and I’m quiet and there with my thoughts, maybe some quiet music and there’s lots of activity up in the head but not so much through the mouth. So good luck with the interview today. Interesting. No. Well, you, you wrote a book so you’re willing to share your, uh your introspection about writing. And the book came about in part because people were encouraging me to do workshops and maybe do, do some videos and things like that. And I said, I, I think I’d be a dreadfully boring presenter, but I can write. So maybe I should write about the case instead and share what I’ve learned over the years. So you had, you had some encouragement to do that. Uh Especially from one of your students that you mentioned in your Acknowledgments. Yes, I started tutoring people a little bit or coaching and, and she started looking, she said, you know, there’s so very little out there on the case and it’s such an important document, you should write something. So that’s how this ball got rolling. Plus Tom Barraco who wrote the foreword for me, he is uh he’s now the past chair of CFRE CFO International. He two for a number of years has said you really should write something about the case. So there it is, all right, perfect segue to a 129 pages. So I kept it slim and that’s a perfect segue to uh why the the case for support you, you say it’s the our most important document. Absolutely. I think it is because it gives, it gives uh um everyone in an organization, the language uh with which to speak about their work. Um Otherwise you, I use the music analogy in the book. Otherwise an organization can easily sound like an orchestra tuning up. Everybody’s saying their own different thing about the work that the organization is doing. Um they’re telling stories differently, they’re choosing their stories differently. Um They’re framing their arguments differently and it’s just a mess. Um Whereas a case for support, um gathers information figures out what needs to be said or the writer does this figures out what is the strategic way to present the mission and the vision of this organization in a way that it’s relevant to the donor uh or achieves the, the the goal of the document and then disseminate, disseminate this information, this document amongst all the people involved in moving it forward. And so everyone speaks with 11 voice. Um It’s so it’s, it’s like a music score and you, you uh make the case that uh forgive that, but that this isn’t a neutral document. It’s a, it’s a persuasive document. It is a persuasive document. I think I say that if there’s one thing you take with you when you read the book, if you remember only one thing it is that your job is to persuade if you’re making a case. Um And you know, some people who I read, one fellow asked me what, what portion of a case should be persuasion on what should be information. It should all be persuasion. Some people will be persuaded with information and some people will be persuaded with more. Um maybe with stories or something that’s a little bit more emotional, but the whole thing needs to persuade, that’s the job of the case writer to persuade, to take the bits and pieces of information, what they hear from donors. The work that the organization does, where it wants to go the strength of leadership, the importance of the organization’s history and weave it together so that it becomes this beautiful whole that at the end people will say, sign me up, I wanna be part of this. This makes sense. We need to do this or we need to be part of this. Another analogy that you use is uh that the, and we’ll, we’ll talk about this, uh, in, in your writing, you’re, you’re starting with what an attorney would call the closing argument that you’re, you’re making the case upfront that let the evidence prove that, you know, but in this case, it’s let, let us show you that our cause is worthy. Let us make the arguments, persuade you, uh move you to, to support our cause. Exactly. And be that direct about it. Um IA a case a little while ago and you kind of had to dig around to see what is it that you’re asking the donor to? Yeah, you don’t like that at the end. Tell us up front what you want us to do, what you’re excited about, um, what the big deal is. Um And just like a lawyer would argue in front of a judge and jury. I’m going to convince you that. And sometimes when you write a piece, if you begin with that line in your draft and then you remove it, maybe you need to soften it in final, in the final analysis, but it gets you a focus, right? That this is my job to convince you that this organization is worthy of support, that the work we do here is um worthy of support. That’s actually a better way of phrasing it the second way because people don’t give to, they give through an organization not to an organization, I think more so. And um you know, so avoid putting too much emphasis on the organization itself. It’s on the work that the organization does. That, that’s where the emphasis should be giving to the work through the organization. There you are, you’re, you’re, you’re editing me, you’re editing yourself, you just decided you like the second way better. Yeah, see that’s what writers do. We’re used to playing with words and changing things up. So that’s what you get me. All right, I’m up to the challenge. I know you, you challenged me at the outset. Um And so you lay out, you lay out some essential things that, that need to be in the, in the case, leadership, mission and vision um stories, history, very clear about the giving goals and, and timeline as you had just said, um urgency to, to get things moving and, and the significance of the cause. Um All this is to uh to acquaint us uh to persuade us to give to the cause through the organization. Um I, I found it was interesting that you uh you find stories essential. I’ve read a lot of cases that, that don’t include stories. Most people are, well, let’s, let’s say at the near the beginning, most people are not nearly as thoughtful about the case for support as you are. I think a lot of people write these, as you say, you should not do between meetings. I think a lot of these get written over a weekend. Uh They may get written by committee. You do this part. Uh The, these three will write that part and then the two of us will do this other part. Uh You’re much, much, much more thoughtful about the case for support. Thank you. That, that means a lot to me to hear that because I, I my hope with this book is that we can move the dial a little bit on the case, case development away from what you described there where it’s uh kind of a fill in the blank document or let’s just get it done, kind of a document to really, for it to become a really strategic document that, that moves the organization forward. Um If we can go back to that argument about, you know, thinking like a lawyer and the courtroom, if, if we had a reason to hire a defense lawyer, we would hope that that defense lawyer would defend us thoughtfully. I would think if something has happened in our lives, um to do some research to, to think about the arguments not to carve bits and pieces off and say, OK, you write the opening arguments, you write the closing arguments and you go out and do a little bit, you know, talk to a few experts and then we’ll all just throw it together and see what the, what happens, what sticks with the judge. So one could argue that, that what we do in the not for profit sector, social sector is probably on a scale more important than what happens in the courtroom. For a single individual who needs a defense. You know, we have a lot of, we have big jobs to do. You know if it’s a food bank, we have families to feed, we have um education to deliver health care, to strengthen um feeding the hungry. We’re big, we have climate, that’s a big one. We have lots of challenges, difficult, big things to uh to uh address. And so we need, I think we need to really pay attention to the case. Be super strategic. Take the time it requires to, to develop one test it. Um because a lot writes on it. You say that uh this is advice you would have given your younger self. Yes. So why don’t you share how you came to this work and, and have evolved in it? OK. Um I started my career in corporate communications. I work for government, worked for a post-secondary and then I ended up working in the oil and gas sector for a short stint. And I went out on uh on my own. I had a young daughter at the time, didn’t feel it was right for her to be in so much before and after school care. So I thought I can write. Um I will go out on my own and see what I can muster up for contract. And a friend of mine had um uh communications agency and she got a contract that was just one too many for her and her staff and asked if I wanted to, to take it. And it was a case for support for the University of Calgary Faculty of Law. And um that was my first, that was my introduction to the case and I just loved the document. It’s super strategic motivational, it gives you, it’s almost like speech writing. It, it, it allows you to take license to put kind of put words in people’s mouths. Um And yeah, I, I just really fell in love with this, the strategic element of the document and also the, the creativity that it uh afforded the writer. Um you could take some creative license with it. And, and uh a thing that I keep coming back to is this notion that words make worlds. And if we can get the right words out there, then we can create the world. Maybe that, that we want not, maybe that we want to see, think about really su super motivational speeches. Um The big ones, right? I have a dream, how, how words can build up and um create a response in people. And so it’s very challenging and very uh rewarding work. When you think about the impact of how your words can land and in our sector, this hard, you know, might make you’re hard pressed to find um sectors or, or language that is more, needs to be more motivational and can bring about more change than the language of fundraising. We’re asking people to part with, with money, uh whether it’s large or small, it’s still at a, like the, whether the amount is large or small, it’s a significant decision for people, money and, and money and time to, uh you have a quote, you have a quote that I think is right on point to what you’re, what you’re uh revealing for us. Uh what we say, how we say it and how we hear people affects more than the moment. And I, I think that uh bears uh again, on what you’re saying about the case for support, but also on, on fundraising relationships that, you know, uh um how we hear people, those are, those are and what we say, how we say it and how we hear people, you know, those are fundamental to individual fundraising, which is the work that I do in, in planned giving fundraising, but across all, across all relationships, not even just fundraising relationships. But what we say, how we say it and how we hear people I think are, are fundamental to building relationships with each other. Absolutely. I, I totally agree. Um, listening, really active listening can be absolutely revolutionary as opposed to this, listening to get to the next thing I’m listening. But I know what I’m going to say next, but you’re not really listening. And part of the, a beautiful thing I think with the case is that it begins to work in its making you, if you’re building a case for support, you will want to sit down with stakeholders. So probably some major donors, some longtime donors, um some volunteers, leadership, volunteers and other volunteers as well. Maybe you want to. It’s been a wonderful opportunity to sit down with the mayor or uh some, some, someone of a political stripe um whose influence and leverage might um help the organization down the road at some point. It’s, it’s an opportunity to make friends in the community. Um And to listen to them, you’re asking questions about why they think the organization is of value, um What its mission and vision um contribute, what would happen if that organization closed its doors? What would the impact be? You really have an opportunity to let people think about and dig into why the organization and its work exists and listen and reflect that in your case, it’s time for a break. Are you looking to maximize your fundraising efforts and impact this giving season. Donor box’s online donation platform is designed to help you reach your fundraising goals from customizable donation forms to far-reaching easy share, crowd funding and peer to peer options. Plus seamless in person giving with donor box like kiosk. Donor box makes giving simple and fast for your donors and moves the needle on your mission. Visit donor box.org and let donor box help you help others. Now, back to your case for support, that’s all reflected in your uh in your part two, the uh the A AAA trusted, a trusted process where you and you talk a good deal about the interviews that uh should precede the writing and that are part of your own research along with what the, what the uh organization has may give you as a consultant or already has and it’s, you know, sort of its communications library. Uh So the interviews and the pre-existing materials and all. Um So we, we, we can’t talk through the entire book because people need to buy it because we only have an hour together. So you need, you need to get the book uh the case for your cause. Uh I’d like to spend a good amount of time on your, on your part three, which is your advice. You have, you have advice on messaging, advice on storytelling and advice on writing since I think the, the process gets short shrift or if, if not, maybe not, that bad, but it is not done as thoughtfully as you recommend. I thought le let’s spend some time on, uh, on, on the, on the writing process. Um So you have advice on, on messaging and even the importance of the opening paragraphs. Share, share, share your thinking on the, the, the messaging advice. Well, there’s a quote that I used to have up on my office wall. Um, and it reads, it’s by John Steinbeck and it says if the story is not about the Hearer, he will not listen. That kind of wraps it up. Um, it’s easy to write about your programs and services and be dreadfully boring to the Hearer. Um, I tell a story in the book about going to a, a barbecue in our community. Oh, yes, Sarah and Andy. Sarah and Andy and his real name. But it’s not, it’s too, it’s too embarrassing to, to whoever the real Andy is. Yes. Go ahead. Story about Sarah and Andy at the barbecue. So we ran into twos at the bar. Um, Andy kind of just came up to us, kind of accosted us in a way my husband and myself and he just drawn on and on and on about his lovely life and his hospital visits and his Children and how successful they are and vacations and like we just wanted to run away from him and then we turn around and a little while later we see Sarah, I haven’t seen Sarah in a long time and she’s there with her daughter and granddaughter and we just can’t stop talking. We just, I could have had another hour with Sarah and I thought some, some fundraisers are like this. Some cases are like this. How do you become the Sarah and not the Andy. And for one, I think I had much deeper relationship with Sarah than I ever did with Andy. And she was interested in me in my life, um, in our lives and everything had sort of connected a lot more. So, you know, that, that goes to your advice about knowing your reader because you knew Sarah much better than you knew Andy. Yeah. And I was interested in her life and, and she was interested in mine. It was a two way street. Right. So don’t be the boring guy at the barbecue. No. Know your reader, know your audience. I mean, that, so it’s one truth to take away from this. If your job is to persuade, if you’re writing a case and able to persuade me, you have to know me, know your audience. That’s the basic philosophy and crux of any writing to be successful. You have to know who you’re writing to. Otherwise your, your ch your chance of being meaningful to that person if you don’t know what, what they care about. Um It’s pretty slim and, and much of that will come from your interviews that you, that you will have done thoughtfully because, uh because Phoebe explains them in part two of her book that, that we’re gonna get. Um So this notion of knowing your audience is not a new one for a communicator. It goes way back all the way back. Well, probably before even, but it’s recorded with by Aristotle 300 year specie. Um And he says that it is in accordance to the character of the audience that one can examine the passions and emotions that the orator may excite. So, no, you know what, know what they care about. And in, in our work, people give to advance the things that they value. So understand what people value. Um Let me give you one example here. Um My elderly mother um lived in a condominium in a nice little community and there was a community center down the hall, sorry down the street. And she was approached by a fundraiser to um support uh a program for troubled youth that was supported at the community center and they talked about the programs and services and blah, blah, blah. And it did not move my mother. She probably felt a little badly about uh about the young people, but you know, she gave to her church and she had her or getting established. But I think if they had approached her and said maybe through a story here that, that um the outcome of the giving might result in less crime in the neighborhood Uh, right. Sometimes you have to be very, uh, diplomatic in how you say things and that ST, that’s also a time when story comes in and story can be very helpful to shed light on, um, a, a topic that it’s maybe a little bit dicey to speak directly to. Um, do you know what I mean? But if they had told her a story of a young person who, whose life had been straightened out through this counseling and had turned away from a life of petty crime. Um that I think maybe there would have been a different response from my mom because the one appealed to her values, right? And the other just spoke about the organization’s good work and, and maybe the benefit to the young, the young person. But we all approach life with a degree of self interest. So, you know, consider um consider your audience self interest as you’re writing, you’re very thoughtful about words. Um Sometimes I, I think that um uh expletives uh swearing is, is uh can give us a nice uh Everybody understands what everybody understands what we’re talking about. This is sort of a common reference, I suppose, you know that. So you um so I, I heard a comedian once say that there are so few words that mean anything anymore that we, we need to rely on the, on the swear words to, to convey, to convey what we want to say sometimes. So you you, uh you have advice about a shitty first draft of your, your case for support. Talk, talk about the uh the shitty first draft. Very easy to have writer’s block. It’s writing a case. Even for someone who’s done it for many years, it’s intimidating to stare at the empty screen and know that uh an organization’s to some degree, an organization’s ability to move their mission and vision forward and for the people who would benefit from that kind of hinges a bit on, on what you’re going to produce, that’s super intimidating. Um It becomes less intimidating if you give yourself some breathing room some license. Um Anne Lamont, I don’t know if you’re familiar with her as a writer. She’s a wonderful writer. She wrote a book on writing called Bird by Bird. And this is the advice that she gives in there just to label your first draft, a shitty first draft and who cares how it turns out, who cares how it reads, just sort of puke the words onto the page, then play with them a little bit and you just, you just relax on the screen a little until you and then you find your voice and then you get going. But I have to say even with that shitty first draft label, um I rewrite the lead over and over and over for most cases because if I lose the reader in the beginning, if I don’t frame up an argument that’s meaningful to the reader or donor. It’s all over. Yeah, I can, I can have terrific text on page three and four and five and six. But if I’ve lost them, if I’m not meaningful, if I don’t approach them from an angle that’s relevant to them, it doesn’t matter what falls, you also suggest coming full circle from, from the beginning and sort of closing the circle at the, at the end. Yeah. Um That is um that is something somebody taught me that you and it’s, it’s really good, good advice. I think um you, you want to end the way you start, it just provides a nice satisfactory kind of wrap up at the end. So if you begin by talking about Xy and Z, you allude to Xy and Z at the end, um it, it creates a nice package. Yeah, it’s, it’s a good way to write and if you begin to pay attention to, to speeches and how people write, like people who know how to write, how they write, that’s, you’ll see that pattern. I, I see a lot in journalism. So another thing that’s uh been very useful to me is to write into your headlines. If you know, if you’re getting a little bit stuck, figure out what are the main points you want to talk about. So let’s say you’ve got really excellent leadership, create a headline that speaks to the strength of the leadership and maybe weave in to that, why it’s important like strong leaders in a time of something or other. And then you take the paragraph below and you unpack that headline, explain that maybe you need two or three paragraphs below to explain the headline. And what’s really nice about writing that way is that people are just skimming your text then um then they get, they get the high points by reading your headlines. You don’t have to read all the supporting texts. Do you outline? Do you outline before you start writing? Uh not really, but I create a document plan. So when I worked in corporate communications, I wrote communication plans all the time. Um and I took the format of a communications plan and made it a document plan. So what is my goal? What are the object like goal overarching big things that I want to achieve with this? What are the objectives? Do I want to tell, you know, 10 stories through this document or am I good with just two? Do I think, what do I think it means um to, you know, to want it to be friendly to? So, yeah, so cool, objective audience identify the audience in quite some details. What are my key messages? What do I want the takeaways to be when someone’s finished reading the document or had had it delivered to them verbally, however they come across the case. Um and then some timelines and a few other details there and I use that as my guide. OK? That uh I don’t know. That sounds to me, that sounds to me like an outline, but I’m not gonna, I’m not gonna force you to call it an outline. You, you call it a document plan. I’m not, I’m not forcing you to call it an outline. Your, you have your methods. T 2020 25 years in the making. We’re not, I’m not, I’m not trying to remake your method. It sounds like it sounds to me what I envision as an outline to me, an outline would be more one paragraph about this and one paragraph about that. And then I moved to this topic and then that topic, I give myself the freedom not to be boxed in by go from one paragraph to the next to the next. Like not one topic I found being um uh having clients, if I presented an outline when the draft was delivered, they would want the draft to match the outline. Well, sometimes it flows better if I move things around a little bit and that through that, through some of them. So I moved away from that. Yeah. Right. As you’re, as you’re writing, right? You’re gonna reorganize. And uh you also suggest having uh like AAA copy and paste section, I forget what you call it over on the like another a second document or that where you, you, you never delete that. That’s that your advice really is never delete. Just copy. Well, if you have, if you have reasonably good text and you just find, oh, it doesn’t belong here. This isn’t working. Don’t throw it away. Start a second document and put all your scraps like a cutting the cutting room floor. Maybe I overstated to say never delete. But, but if you like something you just don’t know, it just doesn’t fit where it is. It might fit somewhere else. Don’t delete it. Save it, save it elsewhere. Exactly. Because it might fit somewhere else or move it around. If it doesn’t belong where you have it, maybe it belongs somewhere else in the document. So before you get rid of something, make sure you can’t use it somewhere else. But on that note, um be prepared to cut out, edit out your darlings. You might have the section that you think is just beautiful. It just sounds almost like a poem or it just, you’re just proud of it and it doesn’t fit. You gotta, you gotta remember what the goal is and stay goal focused and if your darling sentence or paragraph doesn’t belong, it doesn’t belong. Yeah. II I appreciated that one. Sacrifice your darlings or something you say something like that. Um But I, I really appreciate the uh the license that uh shitty first draft gives. I I’ve Yeah, just, just titling it that it’s very simple advice from uh Anne Anne Lamott. Uh It’s very simple but you know, if you’re thinking that way then, uh, it does, it frees you up, just start getting thoughts out, like you said, puke them out, you know. Yeah. Yeah. The other thing for me that’s super helpful, um, is the time of day that I write. I want the house quiet. Um, I don’t want distractions and I, I think that’s probably pretty common so often. I will, maybe I’ll wake up at night and I’ll have a thought. I will either have a notepad beside me where I can write it down, but more often than not, I will get up in the middle of the night and write. It’s when I do my best work. So someone listening out there maybe just try it and see, maybe, maybe your best work is that early in the morning or mid afternoon. Um, a very cool thing that I find with that kind of approach is, wow. I wonder how the document would have turned out if I wrote it yesterday in the middle of the night, it would have been a different document. That’s the cool thing about a creative process. It’s what it’s what’s in you, what, what is percolating and, and what happens to come out just at that moment and if it’s usable and good, that’s wonderful. You just confirmed that you are much, much, much more thoughtful about your case for support than uh than the average nonprofit writer is because they’re, they’re not this would sound like advice if for someone who was writing a work of fiction, uh you know, to have a note notepad by your, by your bed stand. Um So, you know, you’re, uh you’re taking this a much more thoughtful approach, but you know, the note stand, the, the notepad by the bed is not a bad one even for um someone who’s not a, a full time sort of case writer, but someone who needs to write a case for their, for their, their work because our night brain works differently. I think our night brain is more creative than our day brain and it’s problem solving that happens in the night. So if you’ve given your brain kind of an assignment to think about something and solve the problem, like what, what is my best lead? What is it that people are going to respond to? And you wake up at three in the morning and you have a thought, write it down because it might be gone at six o’clock when they, it’s definitely gone. Yeah, you, you swear, you won’t forget it, but you always do. At least, at least I, I always swear I won’t forget something in a dream and then I always do. Yeah. So it’s a simple, simple thing to do in case that the thought comes. No, this is savvy writing advice. It’s time for Tony’s take two. Thank you, Kate. When you get the right person who knows exactly what you need and how to do it. It makes all the difference. The guest this week, Phoebe Voff is perfect example. She’s been working with case statements for over 20 years or a case for support, whichever you call it. But it just reminds me that the right person for the right task, but it may not even be a job. It might just be some task that you need some project when you find the right person. I had another example myself talking to a financial guy for something this week. He knew exactly what the problem was and exactly how to fix it. So I’m encouraging you to, I guess that means hire the expertise you need when you don’t know how to do something, find somebody who knows it. They, they’ve, they’ve, they’re expert in it and there’s no point in your trying it out as a novice when you can get somebody who’s expert, they’ll do it quicker. Yeah, you, you have to pay them but your time has value the time that you’re gonna learn. Getting up to speed and you’re not gonna get as far as they already are because you’re gonna get the person for the task that’s been doing this for years, maybe decades. Like Phoebe vs, I encourage you. It’s worth the money. Get the right person for whatever project, whatever task, whatever it is that you need done that you don’t have the expertise yourself or you don’t have it in house. It’s worth going out finding the person. The outcome is so much more likely to be so much more successful. Then if you did it yourself or if you did it in house done by folks who are not really sure how to proceed. That is Tonys take two Kate. Well, thank you to all of our guests and the right people who helped make this nonprofit podcast, what it is, you know, all the names that we share at the end. They are the right people for our show. They absolutely are. You’re included, associate producer, Kate. Um Absolutely. And I’m, I’m very glad I, I’m very glad I brought you into the show several months ago. I really am. Well, we’ve got Buku but loads more time now, back to your case for support with Phoebe Vos. Let’s talk about storytelling. Uh The second part of your, your part three is advice on storytelling and you talk about dressing truth in story and I think you were alluding to that earlier, but I didn’t wanna, I didn’t want to amplify it. Then I, I wanted to talk about it as part of your, the, the strict advice conversation. Uh, dressing truth in story. Yes. Did you read the Parable? The Jewish teaching story? I did. Yes. Dressing that they, uh they, they invited the truth in. Will you tell the tell the parable? So here goes truth naked and cold had been turned away. From every door in the village, her nakedness frightened the people. When Parable found her, she was huddled in a corner, shivering and hungry, taking pity on her. Parable gathered up her up and took her home there. She dressed Truth in story warmed her and sent her out again, clothed in story. Truth knocked again at the villager’s door dose. This time, she was welcomed into the people’s homes. They invited her to eat at their table and she warmed herself by their fire. That’s a Jewish teaching story. I think as humans, we are wired for story, there’s something that, that grabs onto a story. Whereas cold facts and information doesn’t stick quite as, as well. I remember taking my daughter to um some kind of presentation. She would maybe have been, she was elementary school age and there was a speaker and she sat nicely the whole through the whole thing. And on the way home, I said, what do you remember about what he talked about? And she remembered the stories he told these are things we remember. These are things that we remember. Um because somehow they touch us human to human. Um statistics and numbers are they support things but, but it’s the, the, the people reason that’s why we do things. Um and, and the stories illustrate um how our sisters and brothers in the world fair and how we can help them. I think I have my own anecdote of that. I I used to open my conference uh training sessions about planned giving, telling the story of my very first ask, which was in seventh grade when I had a terrific crush on Lisa Maggio and I asked her to go steady at our seventh grade dance. And the story continues. And years later, people remember that story. They, you had that, you had that story, you had that story about Lisa or some. Sometimes I didn’t even remember her name. It’s remarkable or they didn’t remember the name that you told that story about, about uh your first ask in, in elementary school. You know, uh it’s the same as your daughter, but it’s just years later, literally, people remember that. Remember the story. Yeah, it’s our operating system as humans, I think, look, look at Netflix, look at the storytelling that happens on the streaming systems now and how the Yeah. Yeah. Um Movies uh a series. Uh People sit night after night, after night to hear stories being told. So are I think nonprofit stories are maybe more like parables. They are stories with some kind of meaning. Um Where there’s, there is a goal for a storytelling. I want you to flush that out. Yes. You want each story to have a purpose. Yeah. So it’s, it’s really helpful um As you’re writing your case to sit down and say, what do I need my stories to do? Do I need them to show impact? Do I not need them to maybe put a donor, tell a donor story. Why people, why not? Some, some someone else is giving to this cause? Um Is it about vision, what the future, what, what world we want to create or how we want to change things for people or is it about the mission? Um I had a, a case that I worked on many years ago and pretty well, it was a new organization in Canada. They existed elsewhere in the world, but it had just come to Canada. So we didn’t have that much to talk about. That was of interest uh in terms of um what it was, was actually doing, it was more about the impact that it wanted to achieve. So kind of a blend of mission and vision. Um And we, we took the whole thing and we just w one story and after the next with a little bit of information about where they were going and what they were about and it was this beautiful warm case at the end and um this organization is doing very well today. So it did help them get off to some kind of start. Yeah, you also ask us to consider opening with a story. Wh why, why you might, why pardon me, why you might or might not do that? The reason you would really want to open with a story about a story might just uh get people’s attention whether you need to open with the story or not, it’s a nice way to open. But if people don’t really buy into what you’re doing, um If there’s, if there are people questioning what your organization’s mission and vision is about, like, for example, if the, if the hearers um belief is that um all homeless people are lazy, uh If you begin to tell them a bunch of stats and information about your programs and it’s going to fall on deaf ears. So a story can help tell. Uh maybe a story can help change their belief. If you can show that all homeless people are not lazy, but they fell on hard times and you know, put some flesh on the bones of that story so that the ground that the facts and figures will fall out, uh The thieves will fall into fertile ground, right? When, when they hear the facts and figures and information about the programs, then they’re not going to dismiss them so quickly. Or if at all, let’s, let’s say a little bit about plot. You, uh you, you lay out the elements of a, of a story characters and setting point of view. Um say a little say about share your thinking about the plot. Well, a story, even a short nonprofit story and they are super short, usually compared to uh fiction, um just a few paragraphs, but you have to have an arc, an arc of a story. You have to have a beginning, middle end. Um But consider playing around with the sequence a little bit, uh is a good place to begin. The story is right toward the height of the action, not necessarily a sequential. Um You know, I, I think I tell a story in the book or I do tell a story in the book of a mom who comes into the emergency with her teenage daughter who has a headache. Um, They’re afraid there’s something terrible and she gets sent. The young girl gets sent for an MRI and we find out everything’s ok. There’s something was causing the headache, but it wasn’t a brain tumor or meningitis or something terrible. So I’m supposed to write a donor story about this, but I’m really happy for the family that it was nothing terrible. But it’s easier for me. It’s an, it’s an MRI center that you’re writing about. That’s right. Uh It would have been a lot easier for me if I’d had a little more drama in the store, maybe they covered, uncovered a brain tumor and the girl’s life was saved because of this machine. But instead, uh this is what I had to work with. So I started the, the telling of the story at the point where the mother was watching her daughter’s brain on the screen and how terrifying it was for the mother and then went back and filled in what, what brought them to the emergency and then how things turned out. So you can look for the point of highest drama, highest emotion and try to try to begin your story there or just play around with sequence. A story doesn’t have to be told. Um uh As in, in time sequence, it can be told that, you know, begin at the end or in the middle or wherever it makes sense to begin just again. Like I said, with the shitty first draft, give yourself freedom to, to try on a few different approaches. A lot of Quentin Tarantino films are an example of that. Yeah, shifted, shifted, shifted times point of view is another important one. If I can jump in here, I know our time is running short. No, we’re OK. Yeah. No, a little anarchy is OK. Please point of view is a really important one who tells the story. Um Is it the executive director of an organization? There are benefits to having the executive director build, tell the story. You’re building a relationship with your donors, you trusted voice. Um So there are benefits but the executive director can resign tomorrow. And then there’s the, the risk of that voice. Um the closer to the heart of the action you are. If it’s um you know, a, a home for unwed mothers or um uh abused, abused women, let’s say a home for abused women. If you can tell the woman’s story that might have more impact in hearing it directly from her and then told through somebody else’s uh uh perspective. Yeah, there isn’t a right or a wrong. But the thing to do is to, to be thoughtful about the perspective you choose. If you sit down to write the story, think about which perspective will be most meaningful and most powerful um and pursue that and each voice comes with different uh benefits. Right? There are pros and cons for each voice, whether it’s first person or uh you know, if it’s a doctor telling a story about a new piece of equipment, he can speak with an authority that a patient can’t and he can explain the technology in a way the patient can’t. But there are pros and cons to each. You just need to consider whose perspective, whose point of view you use. What about taking license uh with a story you, you had uh writing for the MRI Center, you said it would, it would have been in easier writing task if there had been something more dramatic, not that, not that you are wishing that on the young girl naturally. But what about uh taking some liberties with the, with the story, maybe maybe mashing uh uh several characters together to, to make a, to make a more complete story. How, how do you feel about that sort of create a composite character composite? Yeah, I think if you do that. Uh And I think it’s legitimate to do it, but you have to you have to reveal that. Then at the bottom of the story, I think you have to say that this is, this represents, this is a composite character. This represents uh what we see in the clinic every day. Um I think, I think the reader here needs to be respected and told that that is me. That’s my, would be my, my response to that. Another way you could approach that is maybe sit down with a doctor or uh somebody who, who sees all these different characters. Uh, people come in and, and have a chat with that person and tell the story, like reflect the conversation you’re having with, let’s say the doctor, the radiologist or whoever. All right, but be, be intellectually honest. Absolutely. Yeah. Alright. Yeah, that’s how I would want to be treated so right. That’s how you have to treat others. I think your, your third advice portion of the, of the, uh, of the advice. Uh, in part three is advice on writing and we, we, we talked about some of some of your advice there, sacrifice your darlings and don’t be so quick to delete. But uh save and, and move. Um, what else, what else could you say about the writing task? Um, know what you want to say. That makes, makes it a bit easier to write and you know what you want to say. But often, not often you can, you can get to the screen and you can sit down and you need to, you know, you need to build up the section but you don’t know what you’re saying and you’re just spinning your wheels. So then that’s a good time to pause and say, OK, what is it that I want to say in this next section and be clear with yourself, what the next section needs to cover and then it’s a lot easier to get going. It sounds, it sounds silly to say it, but a lot of times writers block happens because people don’t know what, what they they need to cover in the next section. You also suggest the active voice, which that, that, that stood out to me. II I uh I actively try to avoid the passive voice. Uh explain that one for us, the active voice is just stronger and more engaged. The action happens in the voice. It didn’t happen yesterday. It’s not happening tomorrow. It’s happening now. Um And it’s stronger and more colorful. Uh So that’s the voice to strive for. Um Yeah. Um What else? Um Well, you have not uh not over qualifying. Yes. Don’t want to overqualify. You want, you want to be authentic like um a lot of times writing is stronger if you, if you remove the qualifiers, like what, like what are some examples? OK. Just uh you know, it was a very sunny day, it was a sunny day, that’s strong, much stronger than a very sunny day. Um So all the little adjectives, try removing the adjectives and you’ll probably have more confident writing. The other thing to do is to look at verbs. Once you’ve written a document, go back underline all your verbs and see if you can make them a little puncher, more active or stronger or more reflective or so if you can find a better verb because they add color and life to a piece of writing. Do you use a thesaurus? Very much? Not really. No, I don’t, I do use it but not very much. Um What I do often do if I, how do you find the punchier one? Uh I just think of a different way of saying you’re walking, you’re walking thesaurus then. All right. I, I rely on a, I rely on a thesaurus to help me. Yeah. The other thing to do is to take whatever it is that you’re not quite happy with. If it, if it’s more than just a verb, put it in your second document just for 10 minutes, try to rewrite that paragraph for that sentence, see what you come up with and then contrast the 21, see which one you like better. Maybe it’s a blend that’s often how it happens for me. Go ahead. You have, you have one you like yes, outward focus. Um It’s not about you, it’s about the reader. So whenever you’re writing, stop and say is this is this inward focus or is it, is it looking out the way it should um in fundraising, sometimes it’s easy to state the negative we need this or that because of this or that there. The need is so great. You can try to flip the negative state, write the negative statement. But then see if you can flip it into a positive affirmative statement. You want your case for support to be a hopeful, joyful documented solutions oriented. It’s not presenting a bunch of problems, it’s presenting solution and hope so. If it’s easier for you to write the problem down, go ahead and write it down and then go back and edit it into a positive sentence or paragraph. Can you give an example of that? Oh What could it be? Um OK, I’ve done a lot of work for, for health care organizations. So um the wait lists are too long for uh for people to access an MRI for example, this is a truth in Canada. Yes, you have, you have this one, you have this one in this example in the book. OK. Right there. That’s not cheating. No, that’s OK. That’s fair. That’s not cheating. Instead of saying um the wait lists are too long. You can say that with your help, we can, we can reduce wait times, we can um we can make sure that people get, get access within whatever time is reasonable that that what would happen within days rather than months. Yeah. Yeah, and in your own community. So, you know, once you begin to, once you flip it into the positive, then you can also build on it. Sometimes you had some advice, uh more, more savvy advice uh that think about your community without your work. What if, what if your work was to cease, what would that mean for your community? A lot of times you can get, um you can see the significance of something if you imagine it gone. So if, if you, if your organization sure closed its doors and didn’t reopen, nobody stepped in to fill the gap, what would be the consequence of the organ on the community? The people who rely on you and think of it as ripples in the water. So yes, the people who rely on you day to day, they would be impacted. But what about the next ripple out? What about the neighborhood? What about, you know, whatever or whatever sector you are in within the sector? How will it be affected? If, if you went away, the food bank went away, people who rely on it to put food on the table would be affected for sure. But would there, what would happen to the community? How would those people fare? Uh would there be more homelessness? Would there be would, would kids not do as well in school? For example, the kids of those families who relied on food bank and maybe they don’t go off to university because they’re hungry and you, you can, you can build on things like that and then go looking, go looking for uh supporting evidence. As a case writer, you have to be a bit of an investigator. So if you think that food bank is closing and it’s going to affect Children, think long term, what would that happen? How many kids who go to university have been, maybe at some point in their life, been been supported by the food bank? Can you find that out? Maybe go talk to? I don’t know, find some, somebody who might have done some research into that and see if you can use that and as you build your argument. Well, this whole conversation has been uh inspirational around doing a more thoughtful case for support. So, uh but I, I’m gonna, I’m gonna ask you to just kind of coalesce and, and leave us with, with even more, more inspiration, more promise. What, what, what can our cases do if we’re just more deliberate and thoughtful about our writing? Well, I go back to, to the courtroom analogy that we sort of started with if you have a case that has been um kind of thrown together, written on the back of a napkin and pieced together and maybe a little bit more like a paint by numbers kind of a case. And you, you create a case that is more strategic, more thoughtful. I I’d be surprised if you don’t see a difference in, in, in everything you do, how you recruit, uh the, the volunteers, you’re able to recruit the consistency that you’re able to speak with. Uh When you put together your um grant proposals, you’ve got a well to draw from. You have your information, your statistics, your stories, your descriptors, you have an argument that’s um compelling and stirs hearts and minds. Um And so it’s like the lawyer who stands up in front of the judge and jury and he’s prepared. He’s thought about how his words are going to land on the judge and the jury. He’s going to have a better outcome than the one who just rushes in and hopes to wing it. So I think, I think, um, especially small nonprofits who have not had the luxury of investing in a, um strategic case. I think it could really make a significant difference. Having one, she takes her own advice, ends, ends where she started. There you go. Phoebe Voff, her book is the Case For Your Cause. A guide to writing a case for support that hits all the right notes. You’ll find the book at Phoebe vth.com and Phoebe is spelled Febe Phoebe. Thank you very much for sharing all your, uh your wisdom. Thank you so much. Thank you for inviting me here. I enjoyed this. You’re a very thoughtful guest and I, I don’t, I don’t mean kind. You’re, you’re thoughtful and, and deliberate all all, all, I don’t know you, you speak the way you write, I think. Thank you. You know, there’s a section in the book about asking good questions and that was your job today. You asked fantastic questions. Oh, you probably said that to all your, all your podcast hosts. All right. Thank you. All. So, so some you don’t. All right. Thank you, Phoebe. Thank you very much. Next week, Tony will pick a winner from the archive. You trust him, don’t you? If you missed any part of this week’s show, you better. Trust me. I beseech you find it at Tony martignetti.com. We’re sponsored by donor box. Outdated donation forms blocking your supporters, generosity. This giving season Donor box, the fast flexible and friendly fundraising platform for nonprofits donor box.org. Our creative producer is Claire Meyerhoff. I am your associate producer, Kate Martinetti. The show’s social media is by Susan Chavez, Mark Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation, Scotty. You with us next week for nonprofit radio. Big nonprofit ideas for the other 95% go out there and be great.

Nonprofit Radio for June 26, 2023: Data Driven Storytelling

 

Julia CampbellData Driven Storytelling

Julia Campbell returns to share her thinking on retaining and engaging donors by creating and curating your best stories. She’s an author, trainer and speaker. This continues our coverage of the 2023 Nonprofit Technology Conference, hosted by NTEN.

Also this week, we welcome Nonprofit Radio’s first announcer, Kate Martignetti!

 

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[00:00:34.88] spk_0:
Hello and welcome to tony-martignetti, non profit radio. Big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Our announcer, Kate martignetti is gonna stick around last week. I invited her on for fun and I love the way she sounds. So I hired her, Kate. Welcome.

[00:00:36.29] spk_1:
Hello.

[00:00:41.36] spk_0:
Glad to have you. Congratulations on your May graduation from American Musical and Dramatic Academy. How did you, how did you find that program?

[00:01:14.59] spk_1:
I went to a high school at a technical school for theater and then I just kinda wanted to continue theater as like a professional career. And one of the places that I found during one of those um college fairs where you can let go and speak to other colleges in the area in other states found Amanda. Um and they were like, hey, come work with us, we’re professionals. Everyone has the same passion as you. You will be worked very hard, which is something I really wanted because theater and just being on stage is what I want to do for the rest of my life and

[00:01:28.69] spk_0:
where you worked very hard. How did you like, did they work too hard?

[00:01:32.49] spk_1:
Yes, they did. They worked me very hard. But I, you know, out in the Real World you’re gonna be auditioning every single day, maybe multiple auditions a day. So I am to throwing us new material every day was honestly really, it helped to prepare us for the Real World.

[00:02:02.01] spk_0:
I’m glad you had a great experience at an NDA. And I’m really glad that you are non profit radios announcer. So welcome again, I’d be hit with pseudo AG graphia if I had to write the words you missed this week’s show,

[00:02:48.75] spk_1:
data driven storytelling. Julia Campbell returns to share her thinking on retaining and engaging donors by creating and curating your best stories. She’s an author, trainer and speaker. This continues our coverage to the 2023 non profit technology conference hosted by N 10 on Tony’s Take to the gift butter video. We’re sponsored by Donor Box with an intuitive fundraising software from Donor box. Your donors give four times faster helping you help others donor box dot org. Here is data driven storytelling.

[00:03:23.73] spk_0:
Welcome back to tony-martignetti, non profit radio coverage of 23 NTC, the 2023 nonprofit technology conference where we are sponsored by Heller consulting, technology strategy and implementation for nonprofits. You can tell that this is much quieter than all the other 23 NTC recordings you’ve heard. That’s because Julia Campbell and I were not able to connect on the floor at the conference, but we’re doing it in follow up.

[00:03:26.56] spk_2:
I got the time zones wrong. It’s my fault. All

[00:03:34.39] spk_0:
right, Julia, I wouldn’t say it, but yes, Julia messed up the time zones. She was ready two hours after she was supposed to come. I

[00:03:38.69] spk_2:
was like, where am I going? What am I doing? And your poor, lovely, you know, associate said, oh, no, that was a while ago. So thanks for bearing with me.

[00:04:00.14] spk_0:
Yes, of course. Yes, it’s, it’s Julia Campbell very well, very well worth waiting for. And Julia is an author trainer, speaker and even years ago was the social media manager for tony-martignetti non profit radio which helped launch her author speaker training

[00:04:12.55] spk_2:
career. I really, really, really did. That’s so interesting. It was so long ago because it doesn’t seem like that long ago.

[00:04:35.35] spk_0:
It was good. 878, 10 years maybe. I’m not sure quite 10, but it’s around there. Yeah, we had, we had fun together. Yeah, we did. Yeah, you always knew what you were doing. You just get me, get me, get me straight. Google. What? Google Mail. What am I like?

[00:04:38.03] spk_2:
Yes, you have some, you have some great ideas. But yeah, the technical application, but that’s the perfect example of being in the weeds. And I think you are a great example of knowing your strengths and hiring out and you still do that. It’s inspiring for, you know, entrepreneurs and freelancers like me,

[00:04:57.66] spk_0:
I’ve had a social media manager for many uh 15 years, probably 14, roughly 14, 15 years, I’ve had somebody helping me.

[00:05:08.51] spk_2:
So nonprofits take note. You don’t have to do it all yourself.

[00:05:59.26] spk_0:
Oh, please don’t. Yeah, you don’t, you, you know, based on your scale, you know, you might be able to but if you want to really scale, you know, you need help in a lot of different areas might be grants, it might be social media. Yeah. Don’t, don’t fear the outside folks who can help, you know, they specialize, alright, like Julie, like the Julia Campbell’s, but she’s moved on from being social media manager. Now. She’s author trainer, speaker, August personage generally. So your topic at NTC at NTC? Yes, was retain and engage your donors with data driven storytelling. I feel like we should start with what is data driven storytelling. So let’s start there.

[00:08:40.91] spk_2:
Yes. So I think that the term storytelling has taken on this interesting almost jargon e quality where people just sort of throw it around and they say, oh, we have to tell stories or collect stories or share stories. And I’m definitely guilty of a lot of that because a lot of my content and materials and training is around effective storytelling, but a lot of nonprofits don’t work in human services. So there are quite a few of us that maybe don’t have those stories that are incredibly apparent like the puppies and the kittens and the kids and the, you know, the Food Bank. Um So how can we use the data, but also create a narrative around it. So, with storytelling that is data driven, it’s really appealing to people that have that logical mindset. So the way that I taught it and just to go very briefly, the way that I tried to frame it in the session. Okay. Well, the way that I framed it in the session and I did have two other speakers with me that were absolutely fabulous. Um And I want to talk about how they covered it as well, but I talked about Aristotle’s rules of persuasion. So the only way you can persuade someone to take an action is to have three elements. One is logos, which is logic, the logical nature. The second is ethos, which is, which means you need to be credible, which is tony, why you read my bio and talk about my accolades before the podcast even get started because people are automatically saying, why should I listen to her? You know, why should I even pay attention to her? And then there’s pathos which is the emotional connection that you need to have in order to take an action. So data figures into the logos piece of it, which is convincing me that what you’re working on is something that’s urgent and relevant and timely, but also something that’s really a problem like is food and security a problem that sounds silly. When I say it out loud and I’m sure for everyone listening, it sounds silly. But if I ask someone on the street, they might say no, I don’t think so. I don’t know anyone that goes to a food bank. I don’t know anyone that’s food insecure because what we don’t understand, we’re so caught up in the curse of knowledge and what we know that we don’t understand. We still do need to convince people that the problems we’re working on our problems. You know, we can’t just keep sending out fundraising appeals that say everything is great and hunky dory and wonderful because people will read it and say, oh great and just throw it in the trash. We need to incorporate data and statistics into our storytelling to show people that this issue, this cause is relevant and timely and also is really worth our attention,

[00:08:55.08] spk_0:
but still make the story humane,

[00:10:31.06] spk_2:
but still make the story humane. So storytelling is the way that you’re going to create that empathy that is required. So if the only thing you do is share statistics, you know, and actually I should have pulled up my slides and gotten some statistics because I’m going to just make them up right now. If you say, you know, 100 billion, not 100 billion, 100 million people are refugees right now in Ukraine, right? That’s just a statistic people’s eyes kind of glazed over if you don’t start talking about the story. Like what is the story? Maybe? Tell a story of a family that was displaced, tell a story of a family that came to the United States and what they experienced. So if you read anything that’s good journalism and tony, you know, I studied journalism. Journalism. Journalism is really my passion. That’s why I started my podcast. That’s why I love to write. I love to get the story, but not just the story. I really want to drill down into. Why is this something we need to pay attention to right now? And why is this relevant? And how does this sort of relate to what’s going on in the rest of the world? Because what happens is when non profits do their storytelling, a lot of the time they focus just on their locality or they focus just on maybe even their region if we’re lucky, but we need to tie our stories into the bigger picture of, you know, racial inequality and racial injustice or maybe, you know, the bigger problem of substance use and abuse, the bigger problems of income inequality and how that affects people experiencing homelessness. I think we need to do a better job tying our little piece of the pie into the bigger picture to create that context for our audience. So we shouldn’t rely on data, but we should definitely be incorporating it more, I think with our stories.

[00:11:04.62] spk_0:
Alright. This is, it’s, it’s sounding very valuable but a little esoteric. So like how can we or what are there things that we need to think about or I mean, this is not, it’s not a 1234 steps, you know, when you’re done, but how do we approach this so that we can get to what we aspire to human stories that also incorporate data so that people see the bigger context

[00:11:33.00] spk_2:
thinking about. So we need to be really creating a system where we’re constantly looking out for not only really effective stories but also data that supports our point that this is a problem. So while I love Humans of New York, I love Humans of New York. Don’t get me wrong. I think it’s,

[00:11:49.71] spk_0:
I don’t know if there were more than two volumes, but I have two of those on my

[00:12:16.50] spk_2:
book. It is anyone that wants to be a storyteller, especially a storyteller on social media needs to follow Humans of New York on Facebook and Instagram get the books. They’re fantastic, they’re wonderful stories. They make me feel something but Humans of New York, they don’t ask you to do anything. I think they might now be fundraising and there might be a call to action at the end. But in the beginning, it was just sharing these stories to make you, you know, to help you feel like you’re part of the human experience

[00:12:22.88] spk_0:
is and compelling photographs of folks

[00:12:26.27] spk_2:
exactly compelling

[00:12:27.27] spk_0:
visuals and not by a professional photographer. I don’t think he was a professional

[00:12:31.36] spk_2:
photographer. No, I think he’s just using an iphone.

[00:12:34.07] spk_0:
Yeah.

[00:14:54.64] spk_2:
Talk about just something that exploded because as you can see, you know, we’re craving that human connection. So we’re craving like seeing ourselves and other people or you know, we want to be empathetic, we want to be compassionate. But when you want someone to do something, you can’t just share a fantastic story and then say give at the end, it really needs to be what is the impact going to be when you give, for example, what’s going to happen with that donation? A lot of people say give so that 10 people can, you know, have access to the food bank or give so 40 kids can get the backpack, something like that. Yeah. So I consider that a piece of data. So data doesn’t have to be a statistic on the problem. It really just has to be something that is going to appeal to the logical side of my brain. So you’ve got me emotionally, you grabbed my attention, you piqued my curiosity, you pulled at my heartstrings, maybe or you inspired me, maybe you made me angry. That’s a valid emotion to elicit with storytelling. And what are you going to do with that energy? And that’s where a lot of organizations I think get lost. They focus on telling this great story, pulling the heartstrings, but then what happens after or they tell these great stories and they keep telling them, but I’m a donor and I now want to know what is the effect, what is the impact? Like? Tell me great stories. Fine. But if I’m an active donor to organ is a, I’m a monthly donor, I really now want to know how many people have been served this year. How much is this affected? What’s going on? Is it pushing the needle on this problem? Is there legislation being passed? Like what is the sort of what is the impact? And I think that’s lacking and a lot of donor communications because we focus so much on donor acquisition and we don’t focus on donor retention. And when I designed this training, it was really retaining and engaging donors. It was not about donor acquisition. There’s enough data on that. I talk enough about that. But how do we really get them invested by using the statistics and communicating the impact? I think we just continually tell them these great heartstring pulling stories. But at the end of the day, we really want to know a little bit about what was done with the funds that we provided.

[00:15:59.12] spk_1:
It’s time for a break donor box. It’s the fundraising engine of choice for 50,000 organizations from 96 countries. It’s powerful enough to double donations and simple enough to be used by everyone. Black girls code increased donations by 400% upward. Scholars increase donations by 270% Maya’s hope saw a 100% increase in donors. The donor box donation forum is four times faster. Checkout, no set up fees, no monthly fees, no contract and 50,000 or go all over the world. Donor box helping you help others. Donor box dot org. Now back to data driven storytelling.

[00:16:59.72] spk_0:
The whole point of this is retention and engagement. Alright. So data for, for context data for so for understanding the scope of the problem, you know, sort of human storytelling to pull us in and, and ground it because you’re right, we can’t, we can’t understand something on a scale of 100 million people. It’s not that many in Ukraine, but whatever it is, we can’t understand even a million, even even 10,000 people is hard to understand, let alone millions, right. So, all right. So you know grounding in in one or two concrete stories, um data for impact. So you know what, what, what are we doing? Yeah, the problem is enormous. What’s our part of it? How can you be allied with us, help us alleviate the hunger problem or the domestic violence problem or in our community? Okay. Okay.

[00:17:07.59] spk_2:
These are huge problems and it takes the story to contextualize it, but the data to put it in perspective,

[00:17:25.56] spk_0:
write the story. Yes, the story contextualized data for perspective and, and context. Exactly. Alright. Alright. Um Right. Without too much reliance on data but but the numbers are important to, you know, get a sense of the scope of the problem. Like you said, I’m just, I’m just reiterating the smart points you, you, you already made. Um

[00:19:26.76] spk_2:
And I think another thing that nonprofits trouble with and you probably see this too in your work with like planned giving. Don’t donors, I don’t want to say not all donors are created equal because I hate that saying, but I don’t know how else to say it. Like donors don’t all want the same information. You know, donors don’t necessarily all want the same information depending on where they are in the donor journey. And they might, you know, they definitely need to hear the stories, the success stories, the testimonials, they need to hear the good things that are being done, but they also really need to understand that these problems are not going away. Like you give a $10,000 gift, you’re amazing and wonderful and that’s incredible. And thank you. And here are ways that you can get even more involved or becoming a go to resource on the issue. That’s always what I like to think. People start out the conversation trying to be the go to resource, but they should be, you know, kind of wining and dining the donor. Once they get the money, then they become the go to trusted go to resource on this issue. And they almost become like an advisor telling people you really care about arts in our community. This is what’s going on. You know, this is what the data showing arts is a fantastic way to improve academic excellence or are, you know, we have shown that the kids in our program are getting into college at higher rates, whatever it might be, we throw all that data at people that don’t even know us and don’t even care necessarily care about us. And we don’t end up giving this information to the donor who has raised their hand and put their credit card down and said I care about this issue. Um I think we just focus so much on donor acquisition and throwing so much information at brand new prospects, but not enough using this data to cultivate and retain existing donors

[00:19:56.58] spk_0:
and motivate. Um you know, you want folks to feel good about whether it’s $10,000 or $1000.50 dollars, you want them to feel good about what they’ve done. So they’re encouraged to, to do the same or more and not leave and not be among the, was it 75% of first year donors leave us?

[00:20:05.48] spk_2:
I think the fundraising effectiveness project data that just came out something like 80% of first time donors leave and then overall donor retention is around 46%.

[00:20:32.87] spk_0:
Yeah, not even half right, not even keeping half half our donors. Yeah. Alright. Alright. So smart to focus on retention engagement. Um What else? What else what else did you talk about? Because you had the other, you have the uh co presenters. So I don’t want to specifically ask you things that were in the like the learning objectives. And then you say, well, that was somebody else’s support

[00:23:41.34] spk_2:
so well, we really worked collaboratively together. So, um my two co presenters, one was Patrick Byrne, who’s the CEO of the Challenge Foundation, which is an organization based in Denver. And then Candice Cody, who’s been a longtime friend of mine, but she does marketing and data analysis for community boost, which is a consulting firm. So I asked Patrick to join us because he has that for, you know, um in the trenches perspective, he had just actually changed jobs, but he’s been working in um education and after school and youth development for decades in Denver is actually pretty well known. So, and he’s the CEO, he goes out and does a lot of these donor meetings, which we’re all very familiar with. So he’s one of those CEO that loves to go meet with donors, loves to talk, loves to present, loves to be like on the forefront of the issue. And he says that he Jen, he generally like will with a major donor lead with the data almost. It’s not like they’re parading around, you know, he doesn’t usually have one of the youth um come with him to these meetings, first of all, because of confidentiality and ethic, ethical reasons. Certainly they have events where the donors get to see the program in action. But he says often what he finds with the big big donors in the foundation certainly is that they want to see that data. So they understand that the problem is, you know, it’s really large and they know the success stories because the Challenge Foundation has done a great job in terms of marketing and pr and they’re always in the news, but they want to see kind of the hard facts. Like are we really pushing the needle on this? Like, are we really getting good results? Are we getting the bang for our buck if you will? Um What are the outcomes? You know, what are, what’s the actual impact based on our goals and objectives of what we’re trying to achieve? So he was talking a lot about his experience, talking to donors, his experience collecting those human interest stories as personal stories, how they do it at his organization. They have a whole system, they train their employees in storytelling, all of them so that they can notice a good story or a mission moment or a little quote or a testimonial when it comes up so that they always have like a database of stories to pull from. So when I tell clients that they, that really freaked out because they don’t want they, they think that it’s going to be everybody out in the wild West posting all over Instagram without any guidelines, but that’s not what it is. It’s really just people collecting the stories and sending it back to one person who’s kind of the gatekeeper and figures out the permissions and things like

[00:23:43.42] spk_0:
that. That’s valuable. You’re curating stories throughout the organization. Yes.

[00:24:40.43] spk_2:
And really, that’s the only way that storytelling is gonna work if you have it infused into the culture, if you just have your development director and I’ve been that development director that is the only person responsible for stories. What’s going to happen as I used to do every Friday, I would send out an email and say, hey, everybody, I’m gonna send out the newsletter this week or I’m sending out donor. Thank you. I really need a great story. And then of course it’s crickets. So if it’s not infused into the culture and if it doesn’t come from the top down, the importance of collecting these kinds of things, it’s just not going to happen. I mean, people are so busy, think about all of the things like anyone listening, think about all the things on your plate right now. But if it’s part of your job description, you know, part of your expectation. And if it’s just something that’s part of the culture of the organization, it makes it a lot easier. Yeah. And it

[00:24:41.46] spk_0:
makes it easier for the for the person who does have to curate the content because there’s this library of, of valuable stories that you can go back and ask more detail about. But, you know, like, well, you know, this, we have this great success or this, this woman gave said something about our work and here’s, you know, here’s what she said.

[00:25:09.61] spk_2:
Exactly. And you, you can’t always be on the front lines. In fact, you’re probably not always on the front lines, the marketing person, the fundraising person, and you’re not gonna

[00:25:10.53] spk_0:
remember it, You know, six weeks later when the, when the newsletter person emails you, you know, because it happened six weeks ago, you’re not gonna remember that story, but in real time. All right, that’s valuable in real time. If people just have somebody to email, look, there’s great, great quote from this woman. You know, I can tell you more if, if you decide

[00:27:41.51] spk_2:
exactly, I can tell you more or I had lunch with this donor and I think she’d be really perfect for our gala. Just make a mental note. You know what I mean? And it’s things you can follow up on later. And what I always say is that these stories are evergreen. People think that email and social media, everything has to be something that you came up with that second. It really doesn’t like if it’s a story from five years ago, it’s still powerful and no one knows it was from five years ago and it’s still like it still has that impact. I just think we overthink the content creation and the storytelling, the story gathering process because we think it has to be something that happened this week. It really does not. Like sometimes people work on stories for months, you know, they work on them for weeks. Like thinking about making a video, you can work on that for a really long time. It doesn’t have to be this like, oh, this person told me this story today and I have to post it today. That’s the way I think we think about things, think about websites that have stories on them that are really God only knows how long the stories have been on there. But that doesn’t diminish their impact. It doesn’t diminish the person’s transformation or the life that was changed or the impact that was made. It just, it just um you know, if you have that, that powerful like evergreen story that never goes stale, you can build on it and why not revisit stories? That’s another whole topic. Charity Water does that they constantly are revisiting people that they told stories about and sharing new information about these people. And I just wonder why we have to constantly be on this hamster wheel of storytelling and we don’t dive a little bit deeper or maybe, you know, revisit someone that was in our program that we talked to, maybe talk to them five years later or even just a few months later. So the constant content creation, hamster wheel and the view of storytelling is it has to be this perfectly crafted Lord of the Rings trilogy kind of thing where there’s, you know, the hero’s journey drives me crazy journey.

[00:27:47.80] spk_0:
Yeah, the

[00:28:21.34] spk_2:
hero’s journey. It’s the, it’s the one we all know. It’s like the Luke Skywalker, the Harry Potter Frodo. I mean, it’s the, the Hunger Games, you know, Katniss, it’s the reluctant hero and then the guide and then we all know that story. But when we are talking about storytelling, especially on digital channels, it really can just be a great picture and a quote like Humans of New York does it or it can be a mission moment or it can be a piece of data and then illustrating that data with a quote with a testimonial. So I think we tend to think everything has to be perfect and very produced. But on the other hand, that’s stopping us from doing the work, I think it’s a little bit of an excuse. Honestly,

[00:28:36.25] spk_1:
it’s time for Tony’s take two.

[00:29:13.33] spk_0:
You can watch the video of last week’s webinar that I did with Give Butter. It’s debunk the top five myths of Planned Giving. I was with Floyd Jones from Give Butter. And when I say with, I mean, we were sitting next to each other, it was terrific. What I’ve never done a webinar like that and I hope I can do more where we’re sitting side by side. So we joined each other’s screens and we just, we had a good time at, at the, we were in Brooklyn. So if you want to watch the video of debunked, the top five myths of Planned Giving the video is on the Butter blog at give butter dot com.

[00:29:23.98] spk_1:
That is Tony’s take to, we’ve got just about a butt load. More time for data driven storytelling with Julia Campbell.

[00:29:53.07] spk_0:
That’s all very valuable. Go back, you know, like if you’re listening, I would go back 10 minutes and replay what, what Julia just said because there’s 44 valuable points in there that will help your storytelling, help your content curation really valuable. Um And what did you just say that something is hurting us? What was the last thing like last sentence you said?

[00:30:00.97] spk_2:
I think it’s a little bit of an X. It’s

[00:30:03.11] spk_0:
an excuse. Yes, it’s an excuse. So not happening because we don’t have anything that’s 24 hours recent.

[00:31:12.51] spk_2:
So or we don’t, we don’t have the budget to make produced video. I could tell you every excuse in the book, every storytelling excuse I have been told and there are ways around it and this is not my quote and I just wrote it down for a talk that I’m doing and I can’t, I want to give credit to somebody for it, but it doesn’t take resources to be resourceful and you have to consider, you know, your budget, your band with your capacity and also, of course, there’s ethical considerations around storytelling, but none of this is insurmountable. I’ve worked with organizations. I work with an organization that focuses on their think tank and they focus on chronic absenteeism in the United States. They never tell stories about students because they don’t want to focus on a student who’s chronically absent. I think that would be highly unethical to do that. And also it’s, you know, there’s such a stigma around it that it’s hard to find personal stories for them, but they still managed to talk to teachers or principals or even other um like legislators about their work. I mean, there’s ways to do it without getting that. You know, Julia was hungry and she came to the shelter and we helped her.

[00:31:27.96] spk_0:
But can’t they tell a story of a student just anonymized?

[00:31:37.21] spk_2:
They could they tell they interview a lot of teachers who tell stories, the third party stories, okay. But because they don’t provide direct services so they provide training and assistance and legislative advocacy. I mean, their think tank,

[00:31:54.70] spk_0:
right? But let’s, let’s take, let’s take a hypothetical then playing off that. I mean, if you, if you do do direct service work, the stories can be anonymized, right? Not to use the neighborhood that they live in, you can pick another neighborhood. You don’t have to use their age, you can pick something different than their age. You don’t have to use their name, you can pick a fake name. No, the, but the story can still be told that that sounds like a, that sounds like one of your excuses. We don’t want to, I don’t want to compromise. We have ethical and maybe even legal

[00:33:49.15] spk_2:
requirements. Okay. So anonymized of confidentiality clients I’ve worked with one is called Plumber Youth Promise their foster care agency and Salem Mass, they only work with underage kids because once they turn 18, they age out of the foster care system. So they sent an email out the other day that I saved because I wanted to use it as an example um with my clients and it said that 40% now this is like such a horrifying statistic. 40% of kids that age out of foster care, like our homeless instantly just homeless because they don’t, they’re not staying in their foster care family. Maybe they can stay in their foster care families house. Um They certainly can’t stay in the facility because of laws, state law. Oh my God, it’s so horrible. So that is such an example of that statistic grabbed me and then they told a story of girl that they assisted um while she was transitioning out and they talked about their whole transitioning program and what they do when kids turn 17 and how they work with them for a year to figure out this transition. So they don’t turn homeless. It was really amazing and like it was just super I opening for me because I guess we all, I don’t know, I just never thought of it that way, but it was using data in this way to kind of open my eyes. But then sharing a story of how okay this this piece of data is horrible, but here’s what we’re doing, you know, in our little corner of the world to combat it. And it was, it was all anonymized. Like you said, there was a picture of like a tree in the email and it was, the story was, you know, obviously names changed and everything. So there’s definitely a way, there’s ways to do it.

[00:34:28.71] spk_0:
All right. Thank you. Encouragement, encouragement. They always, this is, this goes to something I’ve, I’ve said on the show a few times and I say in my trainings too often, you know, I like to think about how we can instead of why we can’t, if you’re looking for the, why we can’t. You come up with 1000 reasons were under resourced. We’re, we’re understaffed. It’s a holiday

[00:34:29.83] spk_2:
week. It’s a recession. It’s this, it’s that it’s a political campaign

[00:34:34.80] spk_0:
has time, right? It’s the summer. It’s the fall, it’s the winter. It’s the spring, nothing can get done in those four seasons. No, we need a new season. You know, exactly why you can’t. But the, how you can focus on the, how you can see why you can’t, how could we get it done. Let’s assume we’re gonna do it. How can we do it? How can we do it?

[00:35:36.64] spk_2:
I love that. I think it’s all about framing and a lot of it is mindset like you and I both teach tools and tactics. But if you have a person, what you just said is so interesting is if you have a person that comes to you for training and help, but they are just thinking about, they want you to just legitimize why they can’t do something. I immediately say, I just don’t think this is gonna work until we can get into that. What can we do space? Because especially with storytelling, people do, they have a lot of challenges that are very valid and then they have some challenges that maybe they could work on that. They put up these walls that they think. Well, we can’t share this, we can’t collect this data, we can collect this story. So coming at it from that we can, I think I’m guilty of doing that in my own life. I think you’ve just inspired me to change my own thinking. Sometimes I’ve got to come at it as a I can like, what can I do? I can’t do that. Okay. What can I do?

[00:36:11.90] spk_0:
Exactly. Exactly. Alright. Any more encouragement on data, the intersection of data and humanity, let’s say

[00:37:43.52] spk_2:
data and humanity. Well, I believe that we do so much data collection and we have absolutely no idea of what we’re doing with it? So with any kind of data collection that you do, whether it’s internal or external or social media or its program related, always have a focal point. How is this going to be used? How are we going to improve what we’re doing? How you know, what could this inspire? What could this elicit, what minds could be changed? What behaviors could be changed? Always have that sort of bigger picture view of the data you’re collecting. Because if you know, we can all collect data all day, every day, but if we’re not using it in an effective way, if we’re not contextualizing it for people or if it’s just a piece of data that we’re not doing anything with, it’s really not going to be worth anything. And I also really encourage people have empathy for your audience. So this is something that J Kenzo says he’s one of my favorite authors and podcasters, J A Kenzo and he says have empathy for your audience, make everything very explicit, very clear, very short, don’t wrap a ton of stuff in 90,000 statistics and flow charts and things like that. Unless it’s a funder, you know, you’ve gotta know your audience. But if you’re thinking of an email or social media post, just have empathy for people, they’re scrolling, they’re busy, they have 90 1000 other emails, their boss is yelling at them, their kids are probably homesick, you know, whatever it is. Just make sure that you are providing the most relevant information, something that’s going to help them inspire them, something that’s going to encourage them to take the action that they want to take,

[00:38:02.73] spk_0:
have empathy for folks. Channel, channel your folks. I try to channel our listeners when I’m talking to smart folks like you. All right.

[00:38:11.95] spk_2:
Yes, I love that. Be your audience. Think about your audience first,

[00:38:16.04] spk_0:
Julia Campbell August personage

[00:38:20.42] spk_2:
personage. Uh going to put that in my email signature.

[00:38:33.66] spk_0:
Uh But more more uh perfunctorily, she’s author, trainer and speaker and was a speaker at 23 NTC. Thanks to

[00:38:37.57] spk_2:
excellent

[00:38:39.63] spk_0:
my pleasure and thank you for being with the ever continuing coverage of 23 NTC. Even four weeks later, still still capturing the smart speakers. And we were sponsored at 23 NTC by Heller consulting, technology strategy and implementation for nonprofits. Thanks for being with us

[00:39:42.29] spk_1:
next week, 10 fundraising boosts on a budget and personalized fundraising at a scale. If you missed any part of this week’s show, we beseech you find it at tony martignetti dot com were sponsored by Donor box with intuitive fundraising software from donor box. Your donors give four times faster helping you help others. Donor box dot org. Our creative producer is Claire Meyerhoff. I am your announcer Kate martignetti. The shows social media is by Susan Chavez, Mark Silverman is our web guy and this music is by Scott Stein.

[00:39:48.78] spk_0:
Thank you for that affirmation. Scotty B with me next week for nonprofit radio, big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for November 28, 2022: Thought Leadership & Content Strategy

 

Peter Panepento & Antionette KerrThought Leadership
Peter Panapento and Antionette Kerr co-authored the book, “Modern Media Relations for Nonprofits.” They share their insights on how to build relationships with journalists so you get heard as the thought leader you are. Plus, other media strategies, like crisis communications. This was part of our coverage of the 2020 Nonprofit Technology Conference.

 

 

 

 

Valerie Johnson & Katie GreenContent Strategy
Now that you’re an established thought leader, you need to produce multichannel content that’s relevant. Also engaging, actionable, user friendly and SEO friendly. Also from 20NTC, Valerie Johnson from Pathways to Housing PA and Katie Green with The Trevor Project show you how.

 

 

 

 

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[00:02:38.49] spk_0:
Hello and welcome to Tony-Martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. I hope you enjoyed your thanksgiving. I hope you enjoyed the company of family friends, time for yourself as well. Lots of lots of good thanksgiving holiday wishes, I hope you enjoyed very much and I’m glad you’re with me. I’d be forced to endure the pain of epidermal Asus below psA if you gave me the blistering news that you missed this week’s show. Thought leadership, Peter Pan a pinto and Antoinette car co authored the book modern media relations for nonprofits. They share their insights on how to build relationships with journalists so you get heard as the thought leader you are plus other media strategies like crisis communications. This was part of our coverage of the 2020 non profit technology conference and content strategy. Now that you’re an established thought leader, you need to produce multi channel content that’s relevant, also engaging actionable user friendly and S. E. O friendly. Also from 20 N. T. C. Valerie johnson from pathways to housing P A. And Katie Green with the Trevor project. Show you how Antonis take two. I’m still wishing you well. We are sponsored by Turn to communications pr and content for nonprofits your story is their mission turn hyphen two dot C. O here is thought leadership with me now are Peter pan a pinto and Antoinette car. Peter is philanthropic practice leader at turn two communications, Antoinette is part of the leadership team of women advance and ceo of bold and bright media. They are the co authors of the book Modern media relations for nonprofits. Peter Antoinette welcome. Yes. I’m glad we could work this out among the three of us. Thank you. And uh, it’s good to know that you reach well and safe in your respective locations. Okay.

[00:02:39.44] spk_1:
Thank you. Yes.

[00:02:51.33] spk_0:
Okay. I, yes, I see. No one within six ft of you. That’s good. Even though you are home, we’re talking about thought leadership and media. Let’s, uh, let’s start with you Internet. We can, we can use our leverage thought leadership and use the media to, uh, to influence those who are engaged with us, our constituents and even influence policy.

[00:04:02.66] spk_2:
So the media needs experts and non profits are on the ground there doing the work and they are the perfect folks to be experts in this conversation um, in particular and emergency Peter non talks about earlier about crisis communications and in a lot of situations the media scrambling looking for experts. If you have established yourself as a thought leader, which is what you should aspire to do. I know that turn to does the work in helping people to kind of establish themselves with the thought leader in this conversation. But right now we need people with good information and who can provide great stories for example and nonprofits can do that and they can do that work. And that’s why the thought leadership conversations important. Most nonprofits don’t see themselves needing to do that. It’s not the first thing we think about, we think about fundraising, right? Um, but not necessarily media friend raising. And so now is the time that you want to have those relationships and be considered as a thought leader.

[00:04:18.59] spk_0:
Because when there’s news that relates to your mission, um, your call is more likely to be taken, your email is more likely be answered. If there’s that pre existing relationship you mentioned. But if if everybody in the sector is calling all the, all the media blindly, then it’s just sort of a crapshoot whether they answer you or not or

[00:05:38.32] spk_2:
if you think about the media needing like, you know, going to a crisis example, like the media needing a source or an expert And they don’t want to quote the same person that’s, you know, something that I’ve learned from my media background and training. I’ve been working as a journalist since 1995. And you know, one thing that my editors say, you know, don’t quote the same person, don’t quote the same organization. So in a crisis people will call big box non profit sometimes. Um, and they’ll just see them as being the experts for a conversation. And that’s why establishing yourself as a thought leader is so important. So someone can say, you know, I’m a unique voice about this. We have an example in our book modern media relations where um, someone who an organization that worked with Children and families involved in domestic violence became very important in the conversation when a professional athlete in in Georgia was convicted of family violence and all of a sudden that person was called upon to be on radio shows and talk shows and they became a thought leader. But they done the work to position themselves as an expert. And so I know Peter you, I know you have some examples as well, but we just kind of dived in there and and didn’t talk about the whole broad concept about leadership.

[00:06:04.05] spk_0:
Well, all right, well, um peter, I was gonna ask you, how do we start to build these relationships? Um you wanna do you want to back up what thought leadership is?

[00:08:02.93] spk_1:
Sure, I’ll start with thought leadership defined and that and that’s really um the process of establishing one’s expertise in a in a specific area and and and doing it in a way where they are recognized beyond their own organization, in their own kind of immediate networks, as a, as an expert as a thought leader. Somebody who is driving the conversation and really really helping people better understand a key issue or a topic. So for a nonprofit or a foundation, a thought leader might be your ceo um who or executive director, somebody who um is at the front lines uh and and kind of is in a in a position where they um not only have expertise but they have some authority and being able to talk with some gravitas about a topic, um but um in order to kind of establish your credentials there um and get recognized, you have to do some legwork beyond just having that expertise. You have to be um you have to be comfortable talking about that topic. You have to um you have to spend some time kind of building the relationships and the and the and the the larger credibility that you are, somebody who has something interesting to say and the expertise to back it up. Um and the more you do that, and you can do that not just through the media, but through your own channels and through speaking at conferences and and all kinds of other things. Um the more you do that, the more you kind of become uh somebody who is recognized and is called upon to weigh in on important topics or or when news events call for it or in a situation like what, where we are now with with the covid 19 response, Somebody who can kind of come in and bring a voice of reason and perspective to what’s going on around us.

[00:08:31.98] spk_0:
So you have to lay the groundwork there, there has to be some fundamentals and you have to have your gravitas and you you need to appear bona fide and be bona fide not just appear, you have to be bona fide on the topic that you’re that you’re an expert in the mission of, of your, your nonprofit. How do you then start to when you have that groundwork? How do you then start to build relationships when there isn’t really a need for you to be talking about the subject?

[00:09:39.59] spk_1:
Sure, there are a lot of ways to do that one is that you, um, you start to build some personal relationships with media who are covering these topics. And you can do that either through, you know, somebody on your communications team that helps you, or you can kind of do it yourself, but you can, you can start to show up in, in their coverage of stories by, um, by um, positioning yourself and, and building relationships with individual reporters. Maybe even when they don’t need you by having an informational coffee or call so that they can get to know you and know what you stand for. Um, you can do it by your through your own writing and, and public speaking and making those things available and accessible to the media. Um, and you can, you can do it through your own channels to a lot of nonprofits have blogs, they have, uh, they have their own podcasts. They have different ways where they’re positioning their internal experts externally so that they’re kind of talking about and establishing their credentials around around a subject. And

[00:09:41.01] spk_0:
that’s your, that’s your owned media, right. That’s your own media versus earned media?

[00:10:12.00] spk_1:
Yes. Yes. And, and the value of that, is that the more you’re, you’re kind of demonstrating through your own media channels, your expertise, you’re not only building um some greater relationships and and credibility with your donors and the folks who are already kind of in your network, but you start to show up when people are doing searches or when people are on social media and seeing stories and articles that are passed around, if they may see something you’ve written or talked about, shared in another network, and it it sparks a light for them that you’re somebody worth going back to when they need, um when they need some, you know, somebody like you to weigh in on something.

[00:10:52.96] spk_0:
Okay, peter, I know you and Antoinette are both former journalists. Uh, so I’m gonna jump over to Antoinette for what Antoinette, what what what do these outreach, I guess, calls and emails to journalists to try to build the relationship. Uh what what do they what do they look like? What would you suggest people are saying to, to try to get the attention um to build the relationship, not, not when I’m looking to be quoted because there’s a breaking news, but to build the relationship.

[00:12:33.00] spk_2:
So, full disclosure. I’m a current journalist. Um so, yes, so I I still work for publications right now. Um and so people contact me on twitter and social media, which is a new thing. We talk about press releases. I’m a big fan of press releases, um yes, just full disclosure about that. But I still like for people to pitch me on social media, direct messages through twitter. If I’m using my company profile, it’s safe for nonprofits to contact me and say, hey, I have a story. I noticed that you’re interested in this concept, it’s always great when people know what I’m interested in. Like when they’re like, I noticed that you publish a lot of stories like right now I’m working on a story, a series of stories about missing and murdered indigenous women. And so when people see, oh, I notice you’re publishing stories about this and they pitch me on a direct message or um through facebook messenger even and say, hey, would you consider this the story and here’s the angle. Um or have you thought about, you know, I’ve had other people reach out and say I noticed you’re publishing these types of stories about, you know, missing and murdered indigenous women. Have you considered other stories about violence against women and it’s always a really great connection for me. So I think just kind of knowing what the journalist is interested in is really important, kind of, understanding their angle. Sorry, y’all, um understanding their angle and just flowing from there and saying, you know, here’s how we fit into this conversation is always a wonderful

[00:12:46.00] spk_0:
um so outreach by any of the social channels is fine too, you talk about twitter and direct message facebook, those are all

[00:12:56.47] spk_2:
yes and people tagging me like I feel like if a journalist is using their profile in a way that is professional then you’re safe to contact them and them in that way.

[00:13:11.60] spk_0:
Okay. Yeah, yeah peter anything you want to add to? Yeah, I think

[00:14:13.09] spk_1:
that I think is dead on about making sure though that when you do that, you are, you are, you’re you’re not coming with something that’s off the reporters beat or off of um what’s what, what you know, is um what they cover uh or the type of story they cover within that beat. Um you could spend a lot of effort reaching out to every journalist you see on twitter about your specific cause, but if they don’t cover your cause um you know, it doesn’t relate to what they what they do, then they’re probably either going to ignore you or or start to block you because you’re, you’re, you’re kind of almost spamming them. So um it’s it’s important to be targeted with who you reach out to as well and and make sure that you understand that journalists and their work before you before you do your outreach and come at them with a pitch that they don’t necessarily want. So yes, I think it’s really important to to do a bit of that homework up front um and respect that journalist time and if you do that and if you come at them with something that is actually on, on their beat and is of interest to them. Um, then I think you have a much greater chance of getting their attention and getting them to want to follow up with you and and help further, um, the relationship beyond that initial pitch

[00:14:32.47] spk_0:
and

[00:15:31.85] spk_2:
Tony, can I share a pet peeve like to Pet peeves actually is, um, if I write about a non profit and they don’t share the story on their own social, it’s just, it’s heartbreaking for me. Um, a lot of times I have to fight for these stories to appear and I have to fight with an editor to say, this is why this is newsworthy. This needs to be here. And then the nonprofit really doesn’t share the story. And I think, well, you know, I don’t write for my own, you know, just for it not to be shared. Um, and then the other thing is I love when nonprofits support stories that aren’t related to their particular story. So I’ll start noticing like one thing, um, Kentucky non profit Network, for example, before they ever shared or were involved in anything that I was involved in, they started sharing things or liking things that I would publish as a reporter and I didn’t know anything about them, but I thought that was interesting. So that when they pitch something, then you’re more likely to notice it as a, as a reporter, you’re more likely to notice because you feel like they’re really genuinely interested in the conversation, even if it doesn’t apply to them, you’re still interested

[00:15:51.29] spk_0:
Internet. Where are you writing now?

[00:15:58.07] spk_2:
I am writing, working on a piece for Guardian. I am for the Guardian. I am writing for Women Advance, which we have our own network. And then I write for Halifax Media group publications. So I’m on the regional circuit, doing all the fun things.

[00:16:13.38] spk_0:
Halifax is nova Scotia.

[00:16:22.99] spk_2:
No, Halifax is a media group in the United States. They own a series of their own regional newspapers across the country. So

[00:16:28.59] spk_0:
let’s talk a little about crisis management. You wanna, can you get us started with how you might approach crisis communications Antoinette.

[00:16:38.11] spk_2:
I thought that was Peter’s question. I’m just kidding.

[00:16:40.29] spk_0:
No,

[00:16:41.31] spk_2:
I’m just kidding. Um, crisis communications, I think actually Peter is a really great person to talk about this. My crisis communications conversation really has shifted with what we’re going through. So I don’t want to make it so unique to our current situation. Um, so I’ll let Peter start and then Peter, I can back you up on it if that’s

[00:18:50.46] spk_1:
okay. Yeah. So, um, with crisis communications, it’s really important to not wait until the actual you’re actually in a crisis to put your plan together. It’s really important to, to have a protocol that you’ve set up when you’re not in the middle of a crisis of possible to really kind of put together uh some protocols for not only what you’re going to say, but who’s going to say it and how you’re going to communicate during that situation. So um what does that protocol look like one? Is that you um upfront, you designate who your spokesperson or spokespeople are going to be ahead of time um and you spend some time ahead of that coaching them up in terms of what some of the key messages for your organization are, regardless of what the crisis might be. Some things that you would broadly want to try to reinforce and kind of a mood and a tone that you’re gonna want to take with what you’re talking about. Um do that 1st 2nd, is that you would really want to have a system in place for how you activate that for how you activate your crisis plan and your crisis communications. So that essentially means that you want to um you want to make sure that you know, kind of who who needs to sign off on what you’re going to talk about, who you’re gonna be involving in your decisions on whether you need to put out a statement um who how you’re going to communicate in what different channels, the more you can make those decisions ahead of time and have your structure in place, the better equipped you are to actually respond during a crisis situation and be able to get a quick and accurate and positive message out um in in in a situation and often crises are not their crisis because they’re not expected, but you can be planning ahead so that you you are able to react quickly and authoritatively during that situation. Um

[00:19:07.87] spk_0:
you’re you’re compounding the crisis if you’re not prepared.

[00:19:12.53] spk_1:
Absolutely,

[00:19:13.33] spk_0:
You’re scrambling to figure out who’s in charge, who has to approve messages, where should messages go? All, all which are peripheral to the to the substance of the problem.

[00:20:12.02] spk_1:
Absolutely. And in today’s world, where crisis can really mushroom not only in the media, but on social media, the longer you’re allowing time to pass before you’re getting out there with with your statement and your response to it, the worst the worst the situation gets for you. So you really need to position yourselves uh to be able to respond quickly to respond clearly and to respond accurately. Um and and it’s important to note that, you know, that planning ahead of time is really critical, but what you say in the situation is also critical to um you do want to make sure that you communicate truthfully. That doesn’t necessarily mean that um uh you uh u um reveal

[00:20:14.17] spk_0:
everything,

[00:20:14.72] spk_1:
reveal everything

[00:20:15.67] spk_0:
exactly

[00:20:18.45] spk_1:
do uh that you do reveal is accurate. It’s not gonna come back to bite you later. It’s not going to mislead people

[00:20:31.86] spk_0:
talking about complicating the complicating the crisis if you’re lying or misleading, it comes back. I mean, people investigate things get found out.

[00:20:36.17] spk_1:
Absolutely. And I, and I, and I was

[00:20:38.82] spk_0:
technically expanded your problem.

[00:21:42.71] spk_1:
Absolutely. And and you’d be surprised how, how many times when I was a journalist that people, if they had just come clean and and kind of got the truth out there right away, they may have taken a short term hit, but their lives would have got on fine after that. But the more you try to obfuscate or or lie about the situation, or or try to to spin it in a way where you’re, you’re kind of hiding the truth that the worse your situation is going to get. So be be in a position to be as transparent and clear and accurate as possible. Um, with that first statement, uh, knowing that in some cases you might have to say, you know, we don’t know. Um, but we’ll follow up when we do know, because sometimes a crisis situation is one in which speaking of, of when we’re in now, we don’t know all of the, all of the different twists and turns the covid 19 situation is going to take. Um, so, but but rather than trying to speculate, um or or or in some cases, as we’ve seen, some, some public figures do try to spin this one way or another, rather than just saying, here’s the situation here are concerns, Here’s what we know, here’s what we don’t know. Um, it compounds the situation and in some cases it can be dangerous to

[00:22:01.82] spk_0:
people internet, You wanna, you wanna back up a little bit? I

[00:22:38.74] spk_2:
Did. So the, I think the statement, um, I love how people are putting forward these COVID-19 statements and I think we need to have more statements like that. I mean these statements are demanding and people feel like that. But I’m like we could do more of that. We could have statements as nonprofits on issues on public issues, public concerns, things that are um, emerging and urgent for people. I think about in the eastern part of north Carolina because tony I know you’re in, in my home state. I am

[00:22:40.58] spk_0:
in eastern north Carolina.

[00:23:26.54] spk_2:
Happy to have you here. And when we have um, hurricanes, when we have issues like that, if non profits would put out statements like they have with Covid 19 if they felt like they needed to say here’s where we are, here’s what we do here. Here’s, here’s what we have to offer before during after and just update them. You know, I feel like this crisis has brought forward a level of communication and and help people to see the necessary level of communication that we need to have. But we don’t have that all the time is non profits and people are looking for that. So I feel like in the eastern part of north Carolina where we had, um, you know, 100 year, hurricanes within three months of each other that we didn’t think would happen. You know what if people, what if people make covid statements like that? I mean, what if people and so I’m just gonna start calling the covid statements peter that I don’t have a better term for. But what if we felt like we needed to make these types of statements when there’s an emergency,

[00:23:51.92] spk_0:
um, Antoinette, I’m gonna ask you to wrap up with something that you said, which is contrary to a lot of what I hear. Uh, you said that you’re a big fan of press releases.

[00:24:02.00] spk_2:
Could

[00:24:03.26] spk_0:
you take us out with your rationale for why? You’re a big fan of them. I’ve heard that they’re pretty much obsolete

[00:24:10.20] spk_2:
from a journalist. I

[00:24:12.51] spk_0:
don’t know from a commentator. I

[00:24:14.37] spk_2:
don’t want to write that.

[00:24:17.47] spk_0:
I

[00:24:27.93] spk_2:
believe that. I believe that. Um, so yes, because I’ve been reading press releases for a long time and I feel like the who, what, when, where and how gets me past that part of it, then I can ask you all the interesting questions. So if you can give me that in a way that I can cut and paste and I will not butcher someone’s name, like tony

[00:24:43.54] spk_0:
It

[00:24:55.22] spk_2:
might be, it might be a challenge. So I can, we can get all of that out of the way. But a good press release gets me excited as a journalist. It brings me into the conversation and if you aren’t excited about your press release. I can probably tell on the other end. So I had a good press release. All

[00:25:15.51] spk_0:
right, thank you. We’re gonna leave it there. That’s contrary advice. Which which I love hearing. All right. That’s uh that’s Antoinette car part of the leadership team of women advance and ceo of bold and bright media and also Peter Pan a pinto, philanthropic practice leader at turn two communications and they are co authors of the book modern media relations for nonprofits, Antoinette Peter, thank you very much for sharing. Thanks so much. Thanks for

[00:25:28.62] spk_1:
having us. tony

[00:27:19.59] spk_0:
pleasure. Stay safe. And thank you for being with tony-martignetti non profit radio coverage of 20 N. T. C. It’s time for a break. Turn to communications. Well, as you heard lots of ideas about the relationships, the relationships that will help you be the thought leader that you want to be. That you ought to be relationships leading to thought leadership. Turn to communications. They’ll help you do it. Your story is their mission turn hyphen two dot C. O. It’s time for Tony’s take two. I am still thinking about you and wishing you well. I hope you had recovery time over Thanksgiving. If you’re in giving Tuesday, I hope you’ll be happy with your results or you are happy depending when you listened. If you are, if you did congratulations, celebrate what you achieved. Take that victory lap you deserve it. If you’re not so happy, keep your head up, you know that you did the best that you could, don’t let it drag you down. You have other successes that are gonna be coming and you’ll be celebrating those. So don’t let a disappointment drag you down going forward. You have all my good wishes for your year end fundraising this week and continuing That is Tony’s take two here is content strategy, which by the way, we have boo koo, but loads of time left for Welcome to tony-martignetti non profit radio coverage of 20 N T C. That’s the 2020 nonprofit technology conference. My guests now are Katie Green and Valerie johnson, Katie is Digital Giving Manager for the Trevor Project. And Valerie johnson is director of institutional advancement at pathways to housing P A Katie and Valerie welcome.

[00:27:44.11] spk_3:
It’s

[00:28:07.84] spk_0:
a pleasure. Good to good to talk to both of you and glad to know that you’re each safe and and well in in Brooklyn and uh, suburban philadelphia. Glad you’re with us. Your NtC workshop was content strategy for donor engagement From tactics to testing, let’s start with you, Katie, what what do you feel was the need for the session. What are nonprofits not getting doing so well, they could be doing a lot better.

[00:28:57.87] spk_3:
Yeah. So we have this session this morning at the same time as we originally had planned, which is great. We were able to give it virtually. And I think what a lot of donor content strategy is missing is simply structure. I think a lot of people don’t know where to start and they’re intimidated by it and we Valerie and I provide it’s some real life examples on how you can achieve a donor content strategy that does get you closer to your revenue goals. However, the tone of the presentation changed a little bit given how the world has come to be our new reality. So we did talk a little bit about the crisis and what it means for fundraising and what it means for content strategy under a tight timeline, knowing that things are changing at a really rapid pace. So really just structure and storytelling are the things that we talked about in this morning’s presentation, which will be available for viewing later, we’re gonna have a recording available for those who weren’t able to make it. But yeah, that’s what we focus on.

[00:29:27.47] spk_0:
Let’s start with part of the a good strategy is using personas, user personas. Can you kick us off with that Valerie? How do you, how do you start to identify what persona looks like and what’s their value?

[00:29:54.36] spk_4:
Absolutely. So, a persona is really like a profile or a character sketch of someone that you need to connect with um and understanding their motivations and goals. So it’s a way of segmenting your audience. And rather than sending all of your messaging out into the ether, trying to tailor that messaging to a specific demographic or a specific group of people. So for pathways to housing P. A. We’re actually still developing what our personas look like. We have an idea of what it looks like, but we want to dig some more into the research and analytic side of things to see who exactly is supporting us right now and what um ties they have in common to help us build those profiles. I think Katie might be a little bit further ahead of us in developing this persona. So I’m gonna toss it over to her.

[00:31:18.60] spk_3:
Yeah. So uh user personas are something I’ve been doing throughout my career. I worked in an agency before I came to the Trevor project. So I was able to get a lot of industry knowledge on how we create user personas and user journeys. But what we did, when we started looking at our end of year campaign for last year at the Trevor project, we made sure we carved out some time to conduct a little bit of an audit of what our donors were looking like, Where were they coming from? What could we track? What could we track? We found out we had a lot more questions than we did answers. So in order to get user personas, something that’s really important is tracking and understanding where people are coming from and where their first and last last clicks are. So because of our ability to use google analytics and source code tracking protocol. We did get a lot of tracking during end of year that will improve what our users like going into future campaigns. But now we’re gonna be able to better tell what is actually inspiring people to give. What is the moment where they’re actually clicking that donate button. What is the first thing they’re seeing that starting their relationship with the trouble project? So that’s what we’ve been doing.

[00:31:45.74] spk_0:
What are the pieces of a persona? How granular do you get? What is it where they live to what they read or what what you give us some like depth of this thing.

[00:33:34.60] spk_3:
Absolutely. So the main important piece of a persona is to know what their needs are. So you can have a persona that’s as general as this is a donor. They need to know how to give that’s a persona. But what you’d like to do is get a little bit deeper in being able to tell what the values of that persona are. What’s what’s the name? What’s the age? What’s the key characteristics? What are the opportunities really? You know, I like to create fake names and really go into it. You stock imagery so that you can try to connect with who this person might be? You’re really giving a face to a name and a value to a person and you want to look at what donors are looking like. So for example, for the Trevor project, we have a lot of one time, first time donors and we have a lot of people who come in, they give their first gift and I’m trying to find where they’re dropping off. Right. What is causing that? So I maybe create a persona that is a one time user that’s not really convinced they want to give again a one time donor. Um, they may be young. They may be, um, like within our demographic, which is under 25 of the youth that we serve with our crisis services and suicide prevention services. Um, so you can get as granular as making and they, and an age and the demographic and the location and what devices they’re using. I think that’s a big one. Is this person usually on their mobile? Are they usually on desktop? What channels do they typically like to look at twitter? You can get as granular email. Are they just looking at your website? So you know, it should get as detailed as you can, but I would encourage people to get really creative with it. If the more details you’re able to get is just a, just a more clear picture of a donor that you’re looking to target. Just make sure it’s someone you actually want to target and not someone you’re gonna be, uh, that wouldn’t actually be coming to you? Like maybe Bill Gates isn’t going to be coming to, uh, a nonprofit website to donate. Um, but you can look at what those specific donors might look like that are more realistic for your campaign.

[00:33:56.12] spk_0:
Okay. Right. You’re, you’re basically on what’s realistic, not what your aspiration is.

[00:34:22.36] spk_3:
Yeah. To a degree, I mean, I think you can be aspirational aspirational in some facets of what you’re doing. I think it has to be somewhat grounded in in, you know, a realistic approach. We do get asked. I get aspirational myself when I’m creating donor personas. When you know, I am looking for major gifts, I am looking for people who are willing to process of 15,000 dollar credit card charge. And there are people out there that that do that. So when I do my donor personas, they may not be the number one target of my campaign, but I do want to consider what those people are interested in as well so that I can personalize content for them to the best of my ability.

[00:34:53.03] spk_4:
Yeah. The other thing to keep in mind is diversifying your donor base. So in looking at who’s giving two pathways to housing right now, they’re mostly middle aged, college educated white women who prefer facebook and giving on a desktop, um, which is fine. And that’s definitely one category of people that you would want to be supporting you. But philadelphia is an incredibly diverse city. So if those are the only people that were getting to with our messaging, then we really need to think about diversifying our strategies to build new donor profiles for people who don’t all look the

[00:35:36.72] spk_0:
same? Okay. And then once you have a bunch of personas and profile? I mean, it sounds like you could have 10 or 12 really different ones, different, um yeah, different characteristics of people, different types of people that come to you. And, and like you said, Katie, even people who leave, you know, you want to capture them back. So, so once you have these Valerie, then you’re trying to communicate to them. But how do you how do you turn your communications into targets to to these personas?

[00:35:46.68] spk_4:
So you really want to think about building content specifically for that persona? So you might be doing a campaign um that you want to hit a couple of different

[00:35:56.37] spk_3:
personas

[00:36:07.97] spk_4:
with, but you’re gonna tailor that campaign specifically to each persona and deliver the message to a specific segment of that campaign. So if you’re gonna do a mail campaign, um, you want to think about how you’re putting together that letter and what you’re writing into the letter and how you’re addressing the donors for each of the different segments for each of the different personas that you’ve put together to really help craft a message and to inspire them specifically to donate.

[00:36:32.48] spk_0:
Okay, right, like Katie, like you were saying, you know, yeah, you know what’s important to them. Um, but that stuff is, this is very uh amorphous to try to, you know, it’s not just what do they give and how much do they give? And what time of year do they give, You know, what’s important to them? What do they value? This? Is this is difficult stuff to suss out.

[00:37:10.42] spk_4:
Yeah. One thing our co presenter said this morning, Marcus was that donors are smart and they’re savvy and with the advent of the internet and all of the various channels that you can communicate with people now, they know what they want and they know what they want to hear from you. And if they’re not hearing from you what they want, they’re gonna go find someone else who’s going to provide that information and communicate to them the way they want to be communicated with. So fundraising and marketing for nonprofits right now looks very different than it did maybe 10, 15, 20 years ago, um, and, and donors know what they want now.

[00:37:24.54] spk_0:
Okay, so it’s worth, you’re trying to suss out all this amorphous information as as best you can. Okay. Um, Katie, is there anything more you want to say about personas before we move on to being multi channel?

[00:37:36.13] spk_3:
Let’s go on to multi channel.

[00:37:40.11] spk_0:
Alright, Alright. Anything I don’t want to leave anything important.

[00:37:44.66] spk_3:
Okay. I think we’ve covered the main point.

[00:37:47.19] spk_0:
Okay. What’s, what’s, what’s important about? Well, I think we all know why to be multi channel, but how to coordinate those messages? What what’s your, what’s your thinking there?

[00:39:21.81] spk_3:
Yeah, I can jump in here. So I think what people often don’t do is they don’t coordinate messages cross channel at the right time. That’s what I’ve been seeing a lot with just by industry research. I mean, I’m always looking at what everybody is doing in the space because I want to be part of the best. Uh but they say being what I’ve heard at multiple conferences is that there’s a rule of seven. Right. So as a non donor, let’s say, I’m scrolling through facebook, I need to see an ask seven times before I’m actually likely to give. So if you’re seeing that ask seven times on facebook, that means it’s seven posts. That’s kind of a lot. And that’s gonna have to be spaced out through a certain amount of days, weeks, months even. So if you’re just increasing all the channels that you’re presenting that message on. So let’s say I’m seeing it on facebook, I’m seeing it in my email. I’m seeing it on my instagram. I’m getting a paid ad for it because I liked it on facebook. That’s gonna shorten the window of which I see seven points of that call to action. So I’m gonna be more likely to give if I’m seeing it in a wider spectrum on the digital space than I am in just one channel. So making sure that you’re saying similar things, but that are custom to what the channel is providing, Like social media has like paid ads have a certain amount of characters you can use. So, um, making sure it’s optimized for what channel you’re using, but still with the common thread is really important for increasing your conversion rate.

[00:40:05.59] spk_0:
Okay, now it’s a little clear to me why I see so many ads for the uh, pickpocket proof slacks. I see them across all kinds of different channels. I’m not, I’m hardly on facebook anymore. But um, I, I see them when I go to websites and I’m reading articles and because one time, I don’t know, I, I swear it was like three years ago I was browsing through these like CIA approved slacks with 14 pockets and it’s all supposed to be pickpocket proof for something and you know, they $200 slacks or whatever, they’re, you know, but

[00:40:08.62] spk_3:
I’ve

[00:40:09.74] spk_0:
seen ever since. Yeah. And I don’t know. I’m not even sure that if I bought them, the ads would stop, maybe

[00:40:16.43] spk_4:
it’s

[00:40:17.57] spk_0:
sophisticated enough. No, it’s not right. That would be right. Because now your brother needs to pay or whatever. All right,

[00:40:23.00] spk_3:
Valerie,

[00:40:24.15] spk_0:
anything you wanna, you wanna explain about multi channel and how, how important it is to reinforce and be consistent.

[00:41:16.62] spk_4:
I think the biggest thing for me is if you’re starting from scratch and you’re really trying to develop content and put it in the right places. Um, you really want to be thinking about who your audience is on those channels. So for, linkedin, the messaging that you’re putting out is gonna look a lot different than what you’re putting out on facebook. Most people use facebook recreationally and they use linkedin for professional relationships. So the type of information that someone is seeking on linkedin or more likely to respond to on linkedin is a lot different than what they’re more likely to look for or respond to on facebook. Um so for us, we make sure all of our job listings go up on linkedin and all of our industry specific information that goes up on linkedin, um just to kind of show our expertise in the area. But when we’re posting to facebook, we’re talking more directly to people that we know are supporters of us and want to do tangible things to support us. So the messaging is different, even though the information is really the same.

[00:41:31.44] spk_0:
Okay, okay, again, you’re consistent but consistent, but but different. Maybe different format even. Um Okay.

[00:41:39.99] spk_4:
Yeah.

[00:41:52.00] spk_0:
Um I mean, there’s there’s other format, you know, content papers, white papers. Um Again, depending for the right, you know, for the right channel research, um, do either of you use um, media, uh, working in working through thought leadership in developing thought leadership in media media relationships either of

[00:42:30.91] spk_4:
you. Yeah, so there’s a local media outlet here in philadelphia called generosity and they are focused on nonprofits and social enterprises and people who are making positive impact in philadelphia. So they’re super open to having folks guest post um, or write op EDS for them. So we’ve utilized that outlet a couple of times. Um, actually just last week, um, our ceo over wrote an article about the opportunity for kindness in the era of coronavirus. So it’s something that she actually wrote to communicate to our staff members and let them know what our stance on, you know, moving forward was going to be. And we thought it was something that would be beneficial, not just to our staff but to be at large. So we passed it along to them. They posted it as an op ed and that gave us um, a little bit more bang for our buck for things that we had already

[00:42:58.94] spk_0:
written. Um, Katie, are you doing much with earned media?

[00:43:03.08] spk_3:
I am not the Trevor project is, but Katie Green is not doing that. Okay, handled that.

[00:43:10.85] spk_0:
Okay. Um, let’s talk about some, some analytics. I mean, how do we know whether we’re being successful? Uh, and where we need to, where we need to tweak or pivot Katie, can you, can you get us started?

[00:44:29.28] spk_3:
Absolutely. So analytics is very hard for a lot of nonprofits because it’s such a scientific based skill set. And you know, that’s something that when I first came onto the Trevor project, is that the first thing I implemented was our source coding protocol. It’s so important to know where people are coming from that you can actually optimize, but we a B tested and continue to A B test absolutely everything. We do it through our website, we do it through email, we do it through our paid social and to see how things work. I think really we just test absolutely everything things you think you know you don’t and that’s what I keep learning through testing is what you think works today, won’t work tomorrow and we retest everything. A time of day test for example isn’t gonna for ascend for email, isn’t gonna be the same after daylight savings. It’s not gonna be the same as the seasons change and particularly not the same now that everybody is stuck at home. So you know they’re testing and optimizing really what you know is working. It just requires retesting re optimizing and testing literally.

[00:44:35.20] spk_0:
Could you, could you give some more examples besides time of day, what are examples of things you test?

[00:45:24.47] spk_3:
Oh absolutely. So on our website we tested, we have a little um call out box with questions on our donate form. We tested the placement of that. Is it better to have it right up next to the form underneath directly on top. So the first thing people see um we test there, we test what photos we use a lot does a photo of somebody looking sad versus somebody looking more celebratory and happy. Um we test a lot of pride imagery because we serve LGBTQ youth. We wanna see if Pride imagery actually helps get our word out there. Um We test our colors a lot because our our brand color is orange which is can be very cautionary but we see you thing oh it’s your brand color. Of course everybody’s gonna always respond to it. But that’s not really the case. Like sometimes things like our blues and purples and greens when it comes to see ta buttons. Um Gosh, I mean I can tell you every test we’ve ever run. Thunder tests um using graphics versus photos on the website. Uh you know the size, the width, the height of our light boxes, the width of our donation forms the amount of buttons we have. It just the list goes on and

[00:45:51.24] spk_0:
on.

[00:45:53.35] spk_3:
I

[00:46:13.51] spk_0:
heard one that just made me think of just one small example of what riffing off what you just said was testing the text inside a button instead of just donate or like uh review or something. You know, be more be more explicit about what the what the action is you’re asking for instead of just a single word. A little little more descriptive. Yeah

[00:46:32.93] spk_3:
testing C. T. A. Is is something that we do a lot just to give people some ideas. I think one that can be really helpful when it comes to fundraising is seeing how your donors react to the word give and the word support and the word donate. So so it’s all the same thing. We’re asking you to support our mission to give to us and to donate. But those three words have very different feelings when you’re reading them on your screen. So that’s one of the biggest tests we ran. Um, but yeah, I wouldn’t recommend always testing the C. T. A. When you have a new one especially,

[00:47:09.95] spk_0:
was it, was it act blue that or or change dot org? I think maybe it’s change dot org started calling it chip in. Could you chip in? Okay. Okay. Um, um, so Valerie, can you talk us through some metrics? You’re the director of institutional advancement? What what numbers do you look for to decide how you’re doing?

[00:48:23.15] spk_4:
Uh, we look at a lot of things. So we’re looking at the click through rates on our emails and on our post actually reading to the bottom and clicking the links that we’re providing. Um, we’re looking at how many people are interacting with things that were posting on social media and whether they are enjoying it or not based on how many people are interacting with it. Um, we do a lot of surveys to do, so, talking to our donors directly and asking them what kinds of things they want to see what kinds of things they don’t want to see. Um, I know Katie is doing a lot more with metrics than we are. So, um, this is my friendly reminder to smaller nonprofits where there’s just one person trying to do all of this. you don’t have to recreate the wheel. Um, so you can look at an organization like the Trevor project that does have the staff who can look at all of these things and do all of these testing and all of the metrics and see what’s working best and they say imitation is the sincerest form of flattery. So you can look at what they’re doing and then borrow it. Um, so for an organization like me that has a smaller staff, um, we’re doing a little bit on our own, but we’re also looking a lot at what other nonprofits are doing and assuming that they’re taking the time to test things and we’re kind of, you know, copying what they’re doing because it’s obviously successful for them.

[00:48:36.00] spk_0:
How do you learn from them? Do you just create a build a relationship and then ask what, what kind of metrics do you look at

[00:48:54.20] spk_4:
sometimes? And sometimes it’s as simple as going to the Trevor project, websites donate page and seeing where they place things and what they name their buttons and what giving levels they’re putting up there. Um, because you know, you’re never gonna be exactly the same as another organization. So you definitely want to take a look at who you’re using as an example and use someone who’s doing similar work or in a similar location to you. But at the end of the day, there’s only so much you can learn through testing and after that you’re just gonna have to dive in and do something. So if you don’t have time for the testing, you can do a quick search of what everybody in your industry is doing and kind of take it from there instead,

[00:49:20.34] spk_0:
Katie, uh, since everybody’s stealing from the Trevor project, what, uh, what I assume you knew Valerie was doing this.

[00:49:28.27] spk_3:
I didn’t, but it’s, it’s such a compliment.

[00:49:31.09] spk_0:
It’s

[00:49:32.63] spk_4:
because you do a great job. That’s why we’re looking at

[00:49:35.06] spk_3:
you. Oh gosh,

[00:49:36.48] spk_0:
what do you want to add about metrics?

[00:49:59.95] spk_3:
Um, I think I just wanna reiterate Valerie’s point that there are so many nonprofits where one person is doing this. Um I’m the only person on the digital giving team. I’m the first person they’ve ever hired to do Digital giving. Um I’m still a team member of one, but you know, I do have the support of a very large marketing team that helps me with creating all of the tests that we do and anyone can tweet me email me whatever if like any nonprofit ever wants to connect. I’m always an open resource. But uh, metrics are increasingly uh important, just critical to donors, content strategy. So

[00:50:21.55] spk_0:
since you’re offering yourself as a resource, do you want to share your email and or your twitter, you don’t have to give your email if you don’t want to.

[00:50:28.72] spk_3:
Yeah, maybe twitter is probably the best way to reach me because I’m trying, I’m trying to learn how to tweet more as a digital person. I feel like I need to, that it’s at Katie Sue Green like one word, so it’s K A T I E S U E G R E N K T. Still green green, just like the color. Okay,

[00:50:51.53] spk_0:
Okay, thank you. Um it’s a Valerie, you wanna uh wanna wrap us up some some parting thoughts about uh content strategy.

[00:51:18.42] spk_4:
Sure. Um since I am kind of representing the smaller organization here, I just want to remind everybody that you’re doing everything that you can and it’s everything that you’re doing is important. So don’t try to do everything at once, really pick one thing to focus on and get to a point where you’re doing that well and comfortably before you try to add more um listening to a podcast like this or going to a presentation, like the one that we did this morning is overwhelming in the number of things that you could be doing and it makes you feel like you’re not doing enough, but you are. And just tackling those small hills one at a time is much much easier than trying to climb the mountain.

[00:52:42.29] spk_0:
That’s very gracious, very gracious advice. Thank you. Thanks very much. Um that was Valerie johnson, that is Valerie johnson director of institutional advancement at pathways to housing P A. And with her is Katie Green Digital Giving Manager for Trevor Project. Thank you very much for sharing each of you. Thanks so much And thank you for being with Tony-Martignetti non profit radio coverage of 20 NTCC in two weeks. Trafton Heckman with his book, Take Heart Take Action next week, I’m working on it. If you missed any part of this week’s show, I Beseech you find it at tony-martignetti dot com were sponsored by Turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o Our creative producer is Claire Meyerhoff shows, social media is by Susan Chavez. Mark Silverman is our web guy and this music is by scott Stein, Thank you for that. Affirmation Scotty B with me next week for nonprofit radio big nonprofit ideas for the other 95% go out and be great.