Tag Archives: storytelling

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.

Nonprofit Radio for November 7, 2022: Align Your Money With Your Goals

 

Sarah OlivieriAlign Your Money With Your Goals

There’s a dimension to your budgeting you might be missing: Organizing your budget so you know what impact your money is achieving for you, and you know the costs connected to your goals. Sarah Olivieri returns to help you course correct. She’s the founder of PivotGround.

 

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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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[00:03:22.35] spk_0:
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. We have a listener of the week Cheryl McCormick, she’s ceo of Athens Area Humane society in Athens Georgia. Cheryl is a longtime fan many, many year fan of non profit radio she blogged about the podcast once, putting it in her top five, that was years ago, she’s been listening a long time, she was in my plan giving accelerator class, the very first one um in fact she was the first person to sign up for the very first class and we finally met in uh in Atlanta Georgia just a couple of weeks ago and she was so gracious, she took her her afternoon off to meet with me and we spent hours getting to know each other even better, catching up learning more. It was just a it was a real pleasure to meet this uh non profit radio super fan for many, many years. So Cheryl McCormick, thank you, thanks for taking all that time to to see me, you’re our listener of the week also happy Halloween. Now that’s a week late uh I need an intern to blame because I didn’t realize that, I mean I knew Halloween was coming up, but when I was doing the show I just didn’t realize it was gonna be published on Halloween Day the 30 obviously 31st so um you know, I you’re stuck with a lackluster host what can I say I hope you enjoyed your Halloween I’ll leave it with that I’m doing the best I can without an intern to blame. Hope you enjoyed your Halloween and I’m glad you’re with me because I’d be thrown into our neuralgia if you inflamed me with the painful idea that you missed this week’s show, align your money with your goals, there’s a dimension to your budgeting. You might be missing organizing your budget. So you know what impact your money is achieving for you and you know, the costs connected to your goals. Sarah Olivieri returns to help you course correct. She’s the founder of pivot ground Antonis take two does this show sound better? We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o. It’s a genuine pleasure to welcome back Sara Olivieri. She has over 18 years of nonprofit leadership experience. She was co founder of the Open Center for autism, Executive director of the helping Children of War Foundation and co author of lesson plan Ala carte integrated planning for students with special needs as the founder and heart behind pivot ground Sarah helps nonprofits become financially sustainable world changers. Her company is at pivot ground and at pivot ground dot com Sarah Welcome back to non profit radio Hey

[00:03:31.03] spk_1:
tony It’s so great to be here.

[00:03:42.02] spk_0:
It’s a pleasure to have you. Thank you very much and uh and thank you for sitting through that longer than usual intro to the show. I I had to shout out our listener of the week Cheryl and then I had to explain why I didn’t say happy Halloween next week last week. So thank you for sitting through that interesting through that. No

[00:03:53.15] spk_1:
problem.

[00:03:53.94] spk_0:
Now, you know I pronounced your name Olivieri,

[00:03:56.84] spk_1:
you got it. But

[00:03:57.78] spk_0:
do you just say Allah very,

[00:03:59.41] spk_1:
no, no Olivieri

[00:04:01.34] spk_0:
Oh

[00:04:09.56] spk_1:
yes, thank you. Just lean into the italian sound. People think I’m italian because I kind of have a little bit of that look but it’s actually from the jewish side of my family but you know, I’m an honorary italian with an italian last name.

[00:04:14.43] spk_0:
Absolutely. And you want to, you want to get every vowel sound in there. So thank you. Thank you for not doing olive very you’re

[00:04:20.88] spk_1:
welcome. Like

[00:04:21.86] spk_0:
O L I V E I know you got to get the Olivieri.

[00:04:26.96] spk_1:
Olivieri. Olivieri.

[00:05:11.81] spk_0:
Olivieri. Yeah, well the sarah kind of always wanted sarah that doesn’t sound italian sound not really, but I understand. All right. So you’ve got two great ones, uh, jewish and italian, I’m often confused for jewish people, people that I have a look that folks think is a jewish look. So I don’t mind it, we’re all suffering under our mothers. It’s all we all we all have the guilt from, from mothers so jewish or italian we share, we have that, we have that bond but let’s not, let’s not talk about oppressive mothering, let’s talk about organizing your budget, organizing you know what your money is doing for you so that you’re aligned with your goals. Let’s say high level, what could we be doing better?

[00:05:42.17] spk_1:
Yeah. Well, first of all, so many nonprofit leaders are not like money. People, they don’t have M. B. A. S. They’re not like and their budgets scare them. So if you’re listening now and you’re like budgets like, please, no, I want you to know that we can make budgeting fun because high level your budget is like your financial strategy, right? It’s a map that tells you how your money can work and how well it is working, Right? So if you like things like having more money next year than you have this year, and if you like things like having incredible financial data to tell these amazing stories about the impact you are making and the impact you could be

[00:06:08.14] spk_0:
making. If

[00:06:34.11] spk_1:
you like to have money to pay your staff and equitable, you know, fair market value so that they’re not overworked and run down and living in poverty themselves. A budget, not just any budget is your very, very best friend. Because it’s the thing that if you know how to arrange it, will unlock the answers to how you get most of those things. And unfortunately most people’s budgets are not telling them those answers right now. And so hopefully we’ll be able to demystify that a bit today.

[00:06:41.64] spk_0:
We absolutely will. Yes. We’re gonna we’re gonna achieve that. Hope. Alright. So, I should have called this budget is your friendly budget. Budget is your budget is fun and friendly.

[00:06:52.62] spk_1:
Yes. Right. Love your budget.

[00:07:13.31] spk_0:
Alright. Alright. Love your budget. Love your budget. I love how you were going to demystify and uh be upbeat about something that could be very uh dull if we’re not doing it right. So, but I can tell that you’re doing it right. You’re have manufacturers enthusiasm around budgeting. Okay. Um Where should we start? We need to start with vocabulary or is that

[00:07:17.29] spk_1:
like any bit of vocabulary just to make sure that nobody is kind of getting lost in the weeds because whenever we talk about budgets were starting to bring in a little bit of financial vocabulary and um I don’t want to need to be lost if we’re using that language or if you hear it. Right? So um

[00:07:36.26] spk_0:
Okay. Yes. Plus All

[00:07:37.47] spk_1:
right. We don’t want to be in

[00:07:39.17] spk_0:
it for you to be in jail when you say, you know net profit or something. Okay,

[00:07:59.21] spk_1:
that’s right. And you know what I want to tell everybody who’s ever nervous about budgeting vocabulary. Is that different people use it in different ways. So, my number one tip, when it comes to vocabulary actually what you write in your budget is def find what you mean in the budget because one’s person’s gross is not someone else’s gross. And these terms, you know, you’re like that’s gross. right? What’s net, right? It’s not the same for everybody. And you might find yourself in a disagreement about these terms. Um and you could both be right and both be wrong. So um I just encourage you to like really eliminate the jargon and just describe what you’re talking

[00:08:22.36] spk_0:
about, define like define it in a footnote or something like that,

[00:08:45.48] spk_1:
define it right in the line item, right? Just put it right in the line item. So um so first of all, most, a lot of the numbers in the budget are either money in numbers or money out numbers, Right? So they’re now we’ve eliminated all the dragon, right? Either it’s money coming into the bank or it’s money going out of the bank. And then we have another set of numbers which are called assets and that means assets is the amount of money that you have kind of stored away, right? That it was already put in and stayed in or things that are worth money, right? So if you have property that could be turned into money stocks, that could be turned into money, right? All those things are worth money. And so if it’s worth money or is money just sitting around that’s your assets

[00:09:12.77] spk_0:
back

[00:09:49.59] spk_1:
to the money in money out, right? Money in. We have some terms like revenue, gross revenue, net revenue. Um These are all ways of talking about our money coming in and usually money going out is a little easier because we talk about like x expenses typically, and there aren’t as many words that we throw around to describe expenses. Um And then the last kind of category that I’m just gonna call measures for today. These are the most important numbers that are usually missing from most budgets. These are the things like percentages in your budget that tell you how the money is working and that’s where the secret is. And luckily for you is, most of these numbers are less than 100. So smaller numbers are easy for our brains to like look at and think about. And so looking at percentages telling the story about how our money is working is really, really important and we can talk later about what some of those

[00:10:18.21] spk_0:
are. In fact, if the percentage Is equal more than 100, then we have a problem.

[00:10:20.48] spk_1:
Yes.

[00:10:22.66] spk_0:
Of our of our assets or our expenses are okay. All right. So do we need to distinguish between revenue and gross revenue? You mentioned those two.

[00:11:09.90] spk_1:
Yeah. So at the end of the day, so you’re always gonna look at all the money coming in in a budget. That’s usually what we call top line revenue, because usually at the top line of the budget. Right? So you want to be thinking about the total amount of money coming in and then you also want to be thinking about kind of breaking down where the money starts to go out and then how much is left over. So gross and net are terms that to describe how much is left over after certain kinds of expenses come out. So what I want to know is what’s my top line revenue and then after I’ve paid for my programs, um and especially like money that I wouldn’t have to spend if I didn’t have that program. So I want to know how much is left over after I paid my program expenses. And then I usually want to also know what’s left over if I not only paid my program expenses, but also paid my staffing programmatic expenses, like how much is left over after that, right in

[00:11:32.58] spk_0:
my right? Just staff program expenses.

[00:11:35.16] spk_1:
So all the program expenses and the staffing expenses of the program

[00:11:39.61] spk_0:
staffing, expensive program but not staffing of other other functions,

[00:11:43.46] spk_1:
not staffing of other functions.

[00:11:45.06] spk_0:
We’re not there yet. Okay.

[00:11:46.14] spk_1:
And then I get this number, some accountants call it contribution margin. A lot of people have never heard that, but basically it almost sounds like

[00:11:55.25] spk_0:
a contribution margin. Anybody says that I’m putting them in jargon jail,

[00:12:18.31] spk_1:
right? You’re like jargon jail. Right? So, but but what we’re talking about is how much money is left over after everything came in and you paid for all of your programs, how much money is then contributed to the general operating expenses, which you will never ever hear me call overhead. I call them operations. And the language we use in budgeting really matters. Right. And we all heard, but just in case somebody missed it. Right. Overhead is a good thing. And the reason is because overhead is operations and operations are critical to operating, right? No operations, no operating.

[00:12:38.67] spk_0:
It’s also investment in potentially future,

[00:12:40.28] spk_1:
essentially future

[00:12:41.49] spk_0:
work maybe you’re reserving for for a future ambition for a future purchase, maybe you’re reserving so these are all, you know? Yes, it’s it’s it’s it’s absolutely operational, but I also see as investment for the future

[00:12:57.23] spk_1:
and

[00:13:08.42] spk_0:
the and that’s essential your sustainability for God’s sake. So if people on your board are complaining that you have a reserve for something, you know, ask them. Well, don’t you reserve for future for future future recessions, don’t you reserve for future investments and expenditures in in new markets? So please sir, you know, be quiet

[00:13:38.17] spk_1:
Yes, you should have a reserve. And when you get to the very, very bottom, people sometimes call the bottom line at some point, you’re going to have a number that if you are a for profit business, you might label it profit profit margin margin. When we hear that word margin, I don’t want you to be scared. It just means how much is left after something else taken out right? That’s all margin is right. It means we had money in and we took some money out and then we wanted to know how much, how much pie was left. Right. Do we have one slice left, two slices left, you know that

[00:13:51.08] spk_0:
give an example of something margin, flush it out please.

[00:14:41.76] spk_1:
Sure. So, um, you’re, so we just talked about contribution margin, right? That’s how much money is left after we took out program expenses and program labor, right? So if we take out all of our expenses, program expenses, labor expenses, operating expenses, everything what’s left at the bottom is also our margin. Some people call that net, but some people put net somewhere else. That’s just the total amount of money that’s left over after all of our expenses. Now we need that money and I want to reframe the way we think about that bottom line because people get like really focused on that bottom line, obviously you don’t want to be leaking money every year, year after year. However, it is okay to have less than nothing left over one or two years. If you spent that money to invest in something that’s going to bring in more money in the future, right? Not everything pays off in one year, right?

[00:14:56.46] spk_0:
Staff, new staff, right,

[00:14:58.92] spk_1:
new staff or building a fundraising department. Right? So if you don’t have a fundraising department

[00:15:04.54] spk_0:
and write

[00:15:09.49] spk_1:
the people. So some people are making money, some people aren’t. So then at the very bottom, I want you to realize that, you know, kind of a rule of thumb I use is if the money left over, it needs to be at least equal to inflation, which on average is 3%. So if you don’t have 3% and what it was, what we have to define our terms, I’m always telling people define their terms. So this is where we get into those measures, right? So percentage is the amount of money that’s left over our margin, right at the very

[00:15:37.20] spk_0:
bottom.

[00:15:39.10] spk_1:
Um, and what percentage of that

[00:15:42.60] spk_0:
of

[00:15:42.90] spk_1:
the total revenue that came in? Right? So if total revenue came in was 100,000, right? We wanted and we have $10 left, what percentage, you know, is $10

[00:15:54.51] spk_0:
of, you

[00:16:09.72] spk_1:
know, 100 or 100,000 whatever. So, and you know what, you don’t have to know how to do the math because any spreadsheet will do it for you. And I have a template that we can give away where the formulas are already in there. So, um, So, but that way we, we want that bottom bottom number to always be at least 3%, is the new zero.

[00:18:35.77] spk_0:
It’s time for a break turn to communications. They sent their bi weekly e newsletter on message this week. And it had something that I think is interesting. It’s called three under the radar targets for your pr pitches and the three that they suggest our association publications trade and professional associations eager to hear about news regarding one of their members or latest advancements in the field, alumni publications and hometown newspapers. If your pitch is mostly about an individual, consider sending it to, uh, to uh, alma mater publications and, and hometown newspapers. And the third is e newsletters. They say you’ll likely have a few of these in your email inbox right now, like morning brew. Good, good, good. And the skim these folks published daily and offer the opportunity to get your news delivered to lots of loyal readers and they make the point that, you know, this is not the new york times or the Washington post or even the Chronicle of philanthropy. But you’ll get some, you get some coverage, you’ll get some exposure and you can use the, uh, use the content, repurpose it on, on your social channels. So linked to it, uh, that way also, and maybe on your blog as well. So it’s some coverage, right? I mean, it’s not the end all be all, but it’s three things that sort of are as they say under the radar and that is turned to communications. Clearly your story is their mission. Turn life into dot C O. Now back to align your money with your goals Folks in our high inflation period right now that we’re living in 2022, folks may ask, well, should it be higher now, should be eight or 9% or should it just be sticking with like 3-4 because that’s the average over over a long term and don’t have to worry about an annual fluctuation up or down. So

[00:19:01.58] spk_1:
I think you know you can go either way certainly if we’re gonna have high inflation for a while, I’d be wanting more money left over right? But overall I want you to be trying to not have zero. Right? You if you have so 3% is the new zero. That means you’re just treading water. You want to be or you know if we’re at 5% inflation, you just and you’re at 5% you’re just treading water so you really want to be Probably and it will vary pro organization, I would want to be at least 10 to 15%. So that means I now have money to invest in next year. Right? So if I want more money next year than this year, I have to increase my operations around how I raise

[00:19:21.90] spk_0:
money. Which

[00:19:48.08] spk_1:
means I have to put money into the money making machine so that it can make more money, right? Your fundraising function is a money making machine. And the fuel is money. You put money into the machine, you put a dollar in and you get a dollar 25 out or a dollar 50 out. Or maybe it’s even better. You get uh $2 out, right? But if you don’t feed the money making machine money so that there are people to run it. Um And materials and all the stuff you do to fundraise, you won’t have more money than next year.

[00:19:56.99] spk_0:
Alright, alright, now some folks are gonna say so I just have to get this little thing out so you want you want rather than treading water, you want us to be doing a strong breast stroke?

[00:20:06.74] spk_1:
Yes, right? Doesn’t that sound better? It

[00:20:10.33] spk_0:
just felt like extending the metaphor

[00:20:12.89] spk_1:
butterfly. If you feel like

[00:20:14.56] spk_0:
you could do the butterfly, that would be that would be outstanding. Now some folks will say well, but the the the only way to there are two ways to increase your margin at the end of the year. Either increase revenue through feeding the fundraising machine or cut expenses.

[00:20:33.11] spk_1:
But

[00:20:43.46] spk_0:
now if you start getting into cutting expenses, what do you, you know, are we just cutting paper clips or are we cutting staff? Which could be very detrimental, cutting back on properties where we have outreach, you know, that could be very detrimental. So

[00:20:48.99] spk_1:
just

[00:20:49.45] spk_0:
put words in your mouth. So

[00:21:14.27] spk_1:
No, no. So I I like to take all of my expenses and kind of mark them in my budget according to three categories. I like to be silly. I use three icons, I use a heart icon which means this expense is creating an impact. I use a money bag icon to say this expense is generating money, right? And then I use a picture of a toilet bowl to say this money, just goes out the door and it doesn’t make impact or money, right? And some things make impact and money and we want a lot of those, if you have an organization that all of your expenses are making impact and money are probably very, very healthy financially. So all the ones

[00:21:33.97] spk_0:
with, that’s

[00:21:38.31] spk_1:
right. Or you can put two icons in the one, you know, in the line. Now, if you start labeling the moneybag line items as your revenue generating expenses, if you want more money next year or the year after or tomorrow, you need to increase your revenue generating expenses. If you decrease your revenue generating expenses, what’s going to happen?

[00:22:02.90] spk_0:
I mean

[00:22:18.77] spk_1:
revenue, Right. So I think, and once those words are so powerful because watch somebody try to cut a revenue generating expense once it’s labeled like that, right? They’re not gonna do it now all of a sudden it makes perfect sense. And I, I saw this mistake happened at the beginning of the pandemic. I’ll never forget the first time I sent out an email to my list at the beginning of the pandemic, I got back all of these like auto responder emails of people who had were gone because they had been fired so many nonprofits cut their fundraising

[00:22:39.78] spk_0:
staff. Yeah,

[00:22:43.77] spk_1:
that was like, that’s like cutting off your own feet, right? You need to increase. And as true with many, many disasters, you know, it turned out the pandemic was actually quite a good time for fundraising. All of my clients did better financially, not worse. And they were investing in revenue generating expenses in a time when they were going to need more

[00:23:31.15] spk_0:
revenue. Yeah, it was a short time. It was a short term panic. Uh, and unfortunately there are organizations that and for profit as well, corporate as well that reacted panic wise, you know, knee jerk and um, and that I think in the, in the medium to long term that hurt all those, all those who did that. Um, yeah, that’s

[00:23:32.36] spk_1:
rough times. Well, let’s get back to fun things like budgets. So here’s a big tip when it comes to lay out, right?

[00:23:39.24] spk_0:
Just for fun friend. Remember that

[00:23:40.86] spk_1:
my fun friend.

[00:23:42.07] spk_0:
Budget a mere friend. This is your one of your fun friends. Okay. Yeah. Yes, We’re back to budget. All right.

[00:24:00.90] spk_1:
So maybe I’ll just a little P. S. A a little budget advocacy to take us into happy times is I want your budget to be for you, right? The I. R. S. Has a version of your numbers that they want to see. And if you we get grants, foundations may have a version of a budget that they want to see. But first and foremost, I want you to feel that your budget the way it’s laid out is a tool for you, the nonprofit leader, right? That’s what it’s there for. This isn’t just something we need to throw to other people and yeah, you can have somebody rewrite it. So it satisfies somebody else. But I want you to really love it as the tool for you and lay it out the way it starts to tell you a story.

[00:24:31.23] spk_0:
All right,

[00:24:33.10] spk_1:
That’s right. You love your budget?

[00:24:35.13] spk_0:
Yes. Budgets. Budgets are budgets are people too.

[00:25:54.62] spk_1:
That’s right. So one of the ways I like to get my budget telling a better story that I don’t see anybody doing it. So simple is I like to take all of my fundraising revenue and expenses because your fundraising function is kind of like a business inside a business. Right? And I like to move it to the very, very back autumn of my spreadsheet. So I have revenue that comes from programs at the top. And then I take out the expenses from the programs and then I take out the operating expenses and then I get the true cost without fundraising of my nonprofit. And it might very well may be negative. It kind of depends if it’s appropriate for your non profit to be generating funds from its services. I do by the way, count, um, restricted grants that our first specific program as program revenue. Right? Because if you didn’t have the program, you wouldn’t have that revenue. That’s how I kind of divide the line. And then, so I get this, this is the true cost. So my nonprofit is negative. 200,000 to run all of our programs. Right? So we now know now we have, our true fundraising goal are true fundraising goal is, You know, 200,000 plus three

[00:25:58.61] spk_0:
minimum.

[00:25:59.88] spk_1:
Right? And now, because have you ever been in front of a budget? I bet you’ve seen this tony where like, you know, you’ve seen various versions and they’re just kind of like monkeying with the fundraising numbers at the top. It’s like a game to make the bottom number go zero, right? Like it’s not necessarily based in reality, I’ve seen that happen on lots of

[00:26:17.54] spk_0:
boards,

[00:27:07.63] spk_1:
you know, budgets being presented to boards. So now we have the true, you know, fundraising goal and the true cost of running our nonprofit without fundraising. And then I have this little section where I have fundraising money in revenue, you could call it if you want, but we have the amount of fundraising money coming in is unrestricted money. And um, and the amount of money going out. Right? So what is our fund Raising staffing costs? What are, are you know, marketing expenses, communication expenses all around fundraising. And then I see how much is left over. Right? My fundraising margin, if you will. Right, this is so this is do I have $200,000 coming out to match my bottom line or let’s say if we have 200,000 at the bottom we want 300,000 out of fundraising. So now I know if it’s going to be enough, right? And what do I do if I want more, more fundraising money, I gotta, put

[00:27:15.66] spk_0:
the machine, you

[00:28:58.41] spk_1:
gotta feed the machine, you gotta put dollars in the machine. And then I also, there’s, this is where those measures come in and it’s harder to talk about these Over the radio. But, um, that to 300,000 out, I want to make sure that that’s a healthy percentage of how much I put into the machine, right? So I want to know is my machine working well, right? Do I put a dollar in and get a dollar out or do I put a dollar in and get 50 cents out? Now? The truth is, unfortunately, people measure this in different ways. So there isn’t like, you know, an industry norm that’s really well calculated for you to assess on, but certainly if you’re putting a dollar in and getting a dollar out, You’re not fundraising, right? That’s, that’s zero, that’s a total sum of zero. And, but what I really want you to watch then is year over year or even month over month. Um, is that, is that percentage increasing? Like, so maybe I put a dollar in last year and I got a dollar 50 out and then this year I put a dollar in and I got a dollar 75 out and then next year I put a dollar in and I got $2 out, right? So double your money is always pretty good. I like to benchmark against some other things like what’s the average return on investment, right? There’s another jargon term, right? Just means return is how much money comes out of the machine, Right? So your return is I put a dollar in and my return is $2 out. So I compare that to the stock market. You know, would we be better off just putting money in the stock market on average compared to our fundraising department? Can they beat the average? I’d say they should be able to beat the average otherwise just don’t have a fundraising department and invest in the stock market. Right? Um, um, so you can kind of benchmark around some other things, but really you want to be investing in and making a healthier and healthier money making machine and that percentage is how healthy you are.

[00:29:41.12] spk_0:
And, and if the, if the margin is not where you want it to be. I mean, there are other reasons to have fundraising outreach, building long term relationships with corporate funders, individual donors, ultimately, hopefully leading to planned gifts. So there are, there are reasons why, as you had said earlier in the, in the short term, your margin may be negative on fundraising. You’re, you’re working to turn that around as relationships grow, whether institutional or individual, uh, as maybe events grow. Hopefully you’re not too event depending if

[00:29:49.21] spk_1:
you measure those events, probably their margin is, you know, their percentage is probably much lower than your other activities

[00:29:56.82] spk_0:
gets hard. Events get hard to measure then you should be measuring the staff time that goes into the events

[00:30:02.00] spk_1:
and absolutely

[00:30:09.97] spk_0:
that’s where you know your bake sale type events are not not sustainable. Not certainly not going to sustain your nonprofit. Um

[00:30:15.28] spk_1:
Okay,

[00:30:15.64] spk_0:
so I just you know I just want to flush out a little bit when you said you know you may as well be in the stock market if you’re if you’re fundraising margin is zero but you’re building towards something.

[00:30:26.84] spk_1:
Yes, absolutely

[00:30:28.42] spk_0:
much much more robust than you’re you’re working with now in the in the immediate term.

[00:31:25.59] spk_1:
And probably you can make your fundraising department work way better than the stock market, especially in the long term. And that goes back to your budget being for you. It does not have to just be an annual budget. In fact I always encourage organizations to be looking at least three years into the future, right? Like real life doesn’t function on the calendar year, right? Like real life things develop over time and they don’t have to fit into that 12 month box. That’s for the I. R. S. Right. But your real budget should really consider like when is a reasonable expectation for us to be seeing that money coming back when we know it takes the you put the money in the machine. It’s not instantaneous. And some things like you know used to plan giving right? Plan giving has a really long time line, you put the money in the machine And it might take years. It might take 10 years, 20 years, but you could put a dollar in and get like $200,000 out, right? Like

[00:31:39.27] spk_0:
huge. Um Let I I want to get to connecting your you’re connecting your goals to you, to your budget. But I but I want to make sure is there anything else that we should talk about around, you know, organizing the budget and seeing the impact of your money before we get, you know, specifically two goals.

[00:33:02.42] spk_1:
Yeah, I think just that, you know, just like we talked about, right? That that percentage margin, right? That’s the the percentage of money that’s left over compared to how much came in is the number you can use over and over in your budget. That’s the number that tells you how well is this working? Right? So, if you want to know, so, you know, maybe you have three programs and you want to know, you know, how good is each program at making money, right? And they don’t all have to make money because we’re primarily trying to make an impact. But you can then take say how much money, you know, does this program being bring in and subtract all the program expenses including the people and then say what percentage of the money left over compared to the money that it brought in, Right? And then you can say, okay, out of these three programs Program A is great at making money. Program B is so so at making money And program de just, you know, eats money. It doesn’t bring in any money. It’s always in the negative. But that’s okay. And then like what we’re about to talk about measurement, but we might then say, well, pro program A is good at making money and it’s good at making an impact. So let’s do a lot more of Program A program B is so so at making money and you know what? It’s also so so at making an impact. Maybe we should consider getting rid of it, right? If it’s not really doing either. And program D. Maybe it’s gushing money, but it makes such a big impact. You’re like, this is totally worth it for the impact. And we can make up the difference with our fundraising.

[00:33:32.21] spk_0:
Why do you go A B. D.

[00:33:33.96] spk_1:
Oh, I don’t know. Abc I’m getting over from Covid. I may still have a little brain fog, right? You know, your

[00:33:41.17] spk_0:
abc

[00:33:42.38] spk_1:
numbers,

[00:33:43.27] spk_0:
your numbers person, not a

[00:33:45.43] spk_1:
person,

[00:33:46.92] spk_0:
not alphabet. The alphabet will work on work on the A. B. CS. And another in the next

[00:33:50.98] spk_1:
show. Right,

[00:33:53.03] spk_0:
okay, let’s connect all this to our goals.

[00:33:56.26] spk_1:
Yeah,

[00:33:57.54] spk_0:
it seems to me that’s something that you you seem to emphasize that folks are not not aligning the two, you’re budgeting with your costs with your goals.

[00:34:12.14] spk_1:
Yeah. So one is like, you know, if you can measure your your money and how well you’re making money, right? Where are you able to make money either in programs or through fundraising? You can line that up now, right? Do you want to expand a program? Right, So that’s a common goal, right? We want to expand program d my favorite, maybe program C right? Program.

[00:34:31.88] spk_0:
You can

[00:36:31.38] spk_1:
See that. So program, see we love program, see it’s helped 400 people this year, and we really want it to be helping more like 4000 people buy in the next three years, Right? So we want to expand that. So in order to expand that, we need to, you know, how much money are we gonna need to expand it? Right? And it always costs more to grow than to maintain, right? So for expanding, I’m always thinking extra money, extra money, not just the cost to run it. Um, And then we can say, okay, how do we, you know, is this gonna generate money as it goes to fund itself, its own expansion? Or do we need to simultaneously be boosting up? You know, improving the fundraising machine so that it can fund this expansion. So now you have kind of, you’ve connected the finances to the goal and you can start to make decisions like, okay, I don’t just need to write if you just said, oh, I’m gonna write a grant and pay for the expansion of this program. Well that always sends off red flags for me because I’m like that program, if it I need to know first, if it’s not gonna pay for itself 100% and its own growth, then I’m gonna get the grant, I’m gonna launch the program and then the grant’s gonna end and the program’s gonna be in trouble. Right? So I know that while the grant might be icing on the cake, I really need to invest in boosting up my fundraising machine, making it more more effective, efficient feeding it more money. I need to be putting money in there so that I can now expand and have another program. So every time I like to call a mission pie, right, there’s your programs and your money pie, that’s your money machine. So every time you want to make more mission pie, you probably also have to grow your money pie capabilities. And so a lot of people don’t do that. And then we get like huge programmatic operating costs and we don’t grow our fundraising capabilities simultaneously. So that’s one example,

[00:38:49.13] spk_0:
it’s time for Tony’s take Two I think this week’s show sounds better. Am I in both of your ears this week instead of only your left ear or both speakers. If you’re on your desktop instead of only your left speaker, Pretty sure that I am and I am sorry about the past many weeks in august I upgraded audacity, which is the program that I use for post production, Like adding intro and outro and these Tony Take 2s and sponsor messages and cheap red wine. Of course you gotta gotta add cheap red wine, right That all that all gets added at the end later on in post production so that I’m not interrupting what I hope is a valuable conversation with guests. Right? No interruptions. I had the stuff later and something changed in the new version. After I upgraded audacity. I knew what was wrong. I knew it didn’t sound right, but I couldn’t figure out what the problem was. Uh, and then finally I researched and I experimented and I did find the problem. So now the music is in both ears, The talk is in both ears and the problem is fixed and now things are back to normal. Uh, it had been quite annoying. I know to listen in one year but those days are over, we’re, we’re, we’re now in november and the technology, Well the technology has an advanced, the user has caught up with the technology that’s what’s happened. So that was annoying as sh it as I was listening to it and I was frustrated but the frustration is in the past brighter days now, starting in november. That is Tony’s take two. We’ve got boo koo but loads more time for align your money with your goals with sarah olivier t another

[00:39:07.53] spk_1:
another is around. yeah. Around how we tell our donors and ourselves how good of an impact we make and whether or not it’s the best way to do it. Right? So this is where you’re in your budget and in the template I have, it’s fully laid out like this. You want to have kind of a a separate tab. Hold on. Let me start. Let’s

[00:39:10.98] spk_0:
make sure we get this out. Where can listeners find the template?

[00:39:14.85] spk_1:
We will let me see if I can tell you the link right now.

[00:39:20.19] spk_0:
Is that pivot ground

[00:39:21.63] spk_1:
pivot ground dot com. And I may have

[00:39:26.19] spk_0:
you just click resources or something like that

[00:39:38.29] spk_1:
if you click um free resources from the homepage. If you’re following along. Um, and there are a few places we can that you’ll have several resources.

[00:39:41.39] spk_0:
Okay, what’s the template called that? We

[00:39:44.59] spk_1:
template is the ultimate nonprofit budget,

[00:39:48.35] spk_0:
nonprofit budget. It’s at pivot ground dot com. And click on, click on free resources. Okay. You needed that. You need that little parenthetical. Ok? Please please continue. I want to make sure folks can find this.

[00:40:54.82] spk_1:
Okay, so let’s say, you know, let’s deal with you know, programs. See again, we’ll give it some more love. And we’ve started to measure its impact. Right? So, and this is tricky, right? There is not a direct correlation. Oftentimes, especially in human services measuring impact. You know, we’re kind of triangulating? It’s not like, oh, X number of people served well, how well did you serve them? Right. Was this like a life changing service or was this like you’re not homeless last night kind of service. Right. Um, so, but what, however way you can, can measure it and you can measure it in multiple ways, how many people you served in a day in a week, Right? Um, you can now then take those program costs and say, you know, divide, divide them by how many people you served and find out how, how much it costs to serve one person. And the math is all in the templates. I don’t want people to get like nervous about math, but there’s lots of examples. So, um, now we know

[00:40:57.65] spk_0:
maybe, uh, maybe a little uncomfortable with math, but they definitely have their alphabet down.

[00:41:02.51] spk_1:
That’s right. Which I clear I’m good with the math. Just not, not

[00:41:06.06] spk_0:
properly radio listeners, very savvy, very savvy group. We have, we have the abc, we’ve mastered that recently, but we’ve mastered

[00:41:14.38] spk_1:
it. Good for you. And I say,

[00:41:16.79] spk_0:
we, I’m including myself in this.

[00:41:18.65] spk_1:
That’s right. We’ve

[00:41:19.48] spk_0:
mastered the alphabet. We can, we can rely on that baseline.

[00:42:26.93] spk_1:
So let’s say, you know, it costs, you know, $500 to serve one person for one day. Now there’s a few things we can do with this, number one. We can tell a fundraising story. Like, hey, it costs $500 to serve one person for one day, how many people do you want to save? Right. Like, um, do you want to say one person half a person. Right. And we started actually just had this conversation with a client the other day. They help victims of domestic violence and the real costs of supporting somebody to leave their house. Often it’s women who are leaving with an average of two Children and leaving everything behind and now have a giant legal battle ahead of them as well as rebuilding their entire life from scratch. The cost to save a life of a victim of domestic abuse is very, very high. It’s in the many hundreds of thousands, Right? Um, so you can start to get a grip on what does the impact you’re trying to make cost? So, but besides telling a donor story, you can, and I really think you should start asking yourself, is there a way we can get the same result with spending less

[00:42:39.57] spk_0:
money,

[00:43:59.50] spk_1:
Right? Because if we can do that, then we can get that result more and more and more. That’s how we begin to scale. That’s how we begin to say, Okay, last year $100,000 could get this amazing result for 100 people this year. The same $100,000 because we’ve changed the way we have designed to get the same result now serves 100 and 50 people right? Isn’t it better to serve 100 and 50 50 then 100 as long as the result is just as good. I’m certainly not suggesting we like fun results. Um, just to save money. Um, that’s not what we’re talking about, but, but we really want to ask that question like, you know, and just like we compared to the stock market right? Like is this help we’re providing that cost this amount of money? What else could we do for that money? You know, does this really make sense? Is that a really good amount of help? And you know, there’s, um, I think they’re called give directly, they’re a nonprofit that just gives cash. Um, they serve poor communities I think around the world and they’re very good at measuring this kind of thing. And they’re always comparing, you know, if we’re trying to solve this problem, like, um, you know, starving Children in this community, Is it more effective to open the soup kitchen and start feeding the Children or is it more effective to just give their parents cash or give the kids cash? Right. And again and again, you know what they find is just giving people cash free and outright no restrictions solves the problem at just as well, if not better for less money than building a whole

[00:44:14.70] spk_0:
program. But

[00:44:16.03] spk_1:
if you don’t know those numbers, you’re not gonna have that answer. There may be an easier way. There may be a better way, but you’re not going to know that if you can’t start measuring this kind of thing,

[00:45:21.16] spk_0:
that’s also where investment in technology might be able to make a difference for you in terms of, you know, the way your scheduling, uh, the way you’re in taking, you know, maybe maybe your intake folks to use your client example of domestic violence victims. Uh, maybe your intake folks would be better served with tablets than paper or, or laptops and tablets or, you know, or, or phones than laptops. So, investment in technology may help, um, investment in processes or the designing processes. So that takes time. That’s, that’s a lot of introspection. That’s a lot of time because again, you know, you don’t wanna you don’t want to diminish the impact and you don’t want to treat your, your certainly your, your beneficiaries as anything less than people deserving respect. So I’m not saying hand them a tablet, but there may be process ways, technology ways, um, maybe different staff organization, but you know, it takes introspection to try to reduce, reduce friction, reduce costs and, and keep impact the same.

[00:47:29.35] spk_1:
And that’s where you then get all of your, um, you know, I like to kind of like your, your tactical, your, your tactics related to your goals. So the goal is, um, you know, so I break goals down into like what’s the outcome that we don’t have control over and then the kind of related goal that we do have control over. So if the outcome goal is we want to now see if we can serve 150 people instead of 100 without spending any more money. And then the thing that you do have control over. Well let’s test, let’s set a goal to test new technology. Let’s set a goal to test new processes. Let’s set a goal to work with a consultant to improve the way we do intake. Um and then let’s see if these things start to have the the the total impact that we are hoping for. Um I had that with a large client human service organizations like 45 different programs and they had no central intake process or process to kind of move people between their different programs. They were mental health organization and a lot of people needed to go from one service to another, like maybe first they needed addiction recovery and then they needed peer support and housing support and then they needed job job support, right? So they really need to be taking a journey, but they didn’t have a way to take people on a journey. It was just kind of a free for all the person had to be their own guide. And so we kind of really went through with a fine tooth comb. How do people come in, what service are they coming in for? And then how do we begin to take them on this journey? So that because the more people who go on a complete journey the bed, the result is right. That’s how we go from making somebody just not homeless last night to making a lifelong impact for someone who now is in stable consistent housing, has a job and has become self sufficient and is able to manage their mental health and whatever other issues on an ongoing basis.

[00:47:56.78] spk_0:
Um Let’s um let’s talk. We’ve we’ve you’ve identified some, but let’s let’s let’s identify some some of these important metrics. Like let’s kinda um I don’t mean summarize because we’re not necessarily finishing, but I’d like to put them all in sort of one place where people can say, well, these are important metrics for me versus you know, versus not so much more vanity or less important. Can we identify some of those?

[00:48:22.96] spk_1:
Yeah, I think, you know, all the metrics around,

[00:48:28.13] spk_0:
how

[00:49:28.86] spk_1:
good are we at, right? The metrics that answer, how good are we at? So for you, whatever question you wanna ask of your budget, right? The budget is like, you know the secret Jeannie, you want to ask it? How good are we at making money? How good are we at serving? You know, people, how you know, how efficient are we at it? So um to kind of summarize to give you the answers. The budgetary answers, where to find those answers really is. How good are we at making money while you can find that answer per program by taking the income and all the expenses out and then seeing the percentage that’s left over. Right? And the dollar amount, right? Having $100,000 left over. Maybe it’s good. Maybe it’s bad. Right? But if we look at percentages, then we can really compare year over year. So we may not know if it’s good just by looking at one year, but if it’s improving year over year, then we can say, oh, improvement is good. We know that that’s good. Right? Um, we can then also

[00:49:30.76] spk_0:
as a percentage of what what we’re spending on the program.

[00:49:34.05] spk_1:
Right? So the percentage

[00:49:35.81] spk_0:
percentage

[00:49:36.34] spk_1:
exactly. So the percentage that you’re spending of the total amount that’s coming

[00:49:40.77] spk_0:
in?

[00:49:41.84] spk_1:
That’s where we look at percentage. How good are we at fundraising? Right. You just look at the total fundraising income, subtract out the fundraising expenses and say what is left over, Right? So we can say how are we improving? Then we’re gonna look at that percentage year over year. We can look at that percentage and compare it to other things in the world that make money.

[00:50:02.68] spk_0:
And

[00:50:02.89] spk_1:
then we can also look at the total dollar amount. And answer the question of are we is our fundraising machine making enough money to cover our expenses?

[00:50:12.66] spk_0:
Right? Making enough

[00:50:13.87] spk_1:
right? Making enough So not how good is it? But is it making enough? That’s where we start to look at the total dollar amounts. Is it enough. Is it enough

[00:50:22.25] spk_0:
subsumed in what you just described is the often cited cost of raising a dollar?

[00:51:43.97] spk_1:
Yes. Yes. Now, you know the nonprofit space likes to use that amount and I think it’s helpful because it’s kind of very tangible, like, oh, you know, what is your cost to raise a dollar? But I like it less for two reasons compared to the percentage method because um, it’s hard to do the reverse math. So if I said like, hey, tony like if my cost to raise a dollar is 75 cents, How much money do I need to put in the money machine? If I want $250,000, Like it’s just not easy math, right? So, um, it starts to get easier if you look at percentages. Also, the for profit world doesn’t really use cost to raise a dollar, they use the percentage return on investment. And so if you want to, because there’s lots of other ways to make money. So if you want to compare how good your way of generating money is to another way of generating money. Like if you really are asking like, do we invest in our fundraising machine or do we invest in the stock market? Right. Um, that may be a real question at some point. And or not for all of your money, but for part of your money and um, you then, you know, need to have apples to apples, right? And so the percentage is that kind of apple that the for profit world uses to talk about, how good are we at making money. Um And so it’s easier to compare. Does that make

[00:52:03.21] spk_0:
sense? Also you gave me long enough to calculate that.

[00:52:05.84] spk_1:
Uh

[00:52:16.29] spk_0:
If it costs 75 cents to raise a dollar and we want $200,000, we would need to put $150,000 recorders. Um Okay. Other other metrics. This is where we are metrics. But

[00:52:20.38] spk_1:
yes, I think

[00:52:21.24] spk_0:
we should know. Yeah.

[00:53:51.20] spk_1:
So um so we covered how good are we at doing this? Is it enough? Right. And then when you get into per program, how much does it cost to make a unit of impact? Right. So one person and I recommend you maybe even kind of when I think about, you know, it’s hard to measure impact at nonprofits. But most recently I kind of like to break it into like levels right? Low level impact help somebody for a few days, medium level impact like made you know, a year long type of change and then high level impact like life changing and you could have multiple levels. And so you might want to kind of break your levels of impact into that. But you know, how much does it cost to make one unit of impact? That’s one metric, You know, and then is that good? Right. Is that, can we do better than that? Um and there that’s where we need to like compare the cost year over year. And we also need to look at um, metrics where we want to think about, are we able to scale this up? Are we able to grow this dramatically? So you mentioned bake sales earlier, bake sales are highly profitable typically. Right? Like people donate all the food, all the labor, you know, as long as your staff, you know, if it’s like a, you know, P. T. O. Type bake sale and you get to keep all the profit right? Cost is almost zero. profit is almost all that money that comes out. That’s your profit That’s the margin.

[00:53:53.00] spk_0:
If everybody’s a volunteer, sure

[00:54:40.50] spk_1:
if everyone’s a volunteer, but if you were to scale up a bake sale to the size of a county fair, not everybody can be a volunteer. You know, I have to have security and ticketing and a special location that can handle all those people all of a sudden our profit the money coming out of the machine comes way way, way, way, way, way down because bake sales are not scalable. You can’t grow it to a large amount. You can’t just say, you know, $1 in, gets me $2 out. Now I’m gonna put in $100,000 and get $200,000. No, no, not if you’re fundraising machine is a bake sale, your fundraising machine will break if you try to put, you know, 200,000 in. So you wanna be mindful as you look at, how good are we at Making money with our money machine you want? And this is the same for delivering an impact you want to be mindful of, would this work if we put 10 times as much in? Right. If we grow it 10 times as big, would it

[00:54:54.41] spk_0:
break or we,

[00:55:29.18] spk_1:
would it work? Right. Would we sink the ship? We break the machine? Would we overwhelm it? Or would it work? And you can ask the same question about your programs, right? You’re able to serve 100 people now? Well, what if 200 people showed up your door? What if 10,000 people showed up at your door? Could you, would you just, you know, 10 times as much or, you know, however many times as much of what you use to serve people? Right? You just scale up your machine, will it still work? Not always. Right. So, you wanna be mindful and you may see as you track your budget that how well something is working is getting worse and you’re like, but we’re doing more and more, why are we getting worse at making money? Let’s say. Um, and that’s because the thing your machine needs some tending to, because your machine is not designed, you know, to go that fast. It’s not designed to work at that level. And so that’s another thing we have to be mindful of,

[00:55:54.02] spk_0:
Okay, anything else that we haven’t talked about that You want folks to know about our, our new fun friend, our our budget,

[00:56:29.75] spk_1:
you know, I think just you know, in summary, right. The the answers of is this good, are we improving? Is it enough? It’s the same kind of calculation over and over again. And that’s why I want you. What I want you to take away is it’s not like we have to do a jillion different kinds of fancy things with our budget. It’s the same type of math and it’s the same type of questions. But those are very, very powerful questions. Is it enough? Is it getting better? Is it the best thing we could do Right? Those are things that your budget can tell you. And we’re basically using the same kind of formula is the same calculations again and again and

[00:56:45.77] spk_0:
again.

[00:56:47.12] spk_1:
So it’s it’s simple. Once you’ve done it a couple of times you’ll start to see, oh I can apply this here and I can apply this there and it becomes relatively easy.

[00:56:59.74] spk_0:
Sarah Olivieri, pivot ground uh company is at pivot ground and at pivot ground dot com you’ll find her template and other resources at pivot ground dot com. When you go to free resources, Sara, thank you very much. Terrific. I have a new fun friend.

[00:57:20.10] spk_1:
The the budget

[00:57:21.44] spk_0:
budget. Well, you’re you’re a long time fun friend?

[00:57:26.27] spk_1:
Yes,

[00:58:04.02] spk_0:
thank you again next week. Corporate funding with Lori’s Osk Roscoe. If you missed any part of this week’s show, I Beseech you find it at tony-martignetti dot com. We’re 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 Steiner Brooklyn. Thank you for that. Affirmation Scotty. You’re with me next week for nonprofit radio big non profit ideas for the other 95% go out and be great.

Nonprofit Radio for January 3, 2022: Social Media Outlook For 2022

My Guest:

Charrosé King-Mathews: Social Media Outlook For 2022

Charrosé King-Mathews reveals what to look for in the New Year around platform evolution and content trends in the social networks. She’s an instructor in communications at Howard University.

 

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

Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.
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[00:00:03.04] spk_3:
Hello and welcome to tony-martignetti non profit radio

[00:00:13.14] spk_1:
big nonprofit

[00:00:14.26] spk_3:
ideas for the

[00:01:42.34] spk_1:
Other 95%. I’m your aptly named host of your favorite abdominal podcast Happy new Year. I’m glad you’re with me. I’d be stricken with Lauren Jill papilloma ketosis if I had to say that you missed this week’s show Social Media Outlook for 2022 Sharos King Mathews reveals what to look for in the new year around platform evolution and content trends in the social networks. She’s an instructor in communications at Howard University. tony steak too. Lots of Good 2022 Wishes. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot C. O. Here is social media outlook for 2022. It’s my pleasure to welcome for her first time Sharos King Matthews, she is a strategic communications instructor at Howard University where she’s also pursuing her PhD in communication culture and media studies. She researches and writes about rest and creativity as methods of resistance and healing. Share Jose just left the faculty of N 10 after five years. She’s at Sharos CK Sure Jose. Welcome to nonprofit radio

[00:01:48.94] spk_0:
Hi, it’s great to be here.

[00:02:02.94] spk_1:
Pleasure. I’m glad you are. I’m glad you are. But tell me tell us a little more about your your research and your writing on rest and creativity as methods of resistance and healing. What what what what does that work look like? What is that?

[00:02:05.89] spk_0:
So I am you know, starting out so I’m going to be discovering what that work looks like. But I’ve I’ve always been um very interesting.

[00:02:16.94] spk_1:
I’m sorry, what do you think it’s gonna look like? What do you hope

[00:02:35.04] spk_0:
it’s gonna look well where where I’m starting from is like um I’ve always been interested in in creativity and art and being able to express oneself through artistic mediums and helping other people to do that as well. Um and I think creativity is like a a huge social driver for for change. If we look at like music and art and fashion in the way that people are drawn into movements by the ways that we can use creativity in order to, you know, engage people and get them to think about different things. Um but also on the other side of that that you know, rest is so important to creativity. And looking at the ways that, you know, systems of oppression have stifled communities, abilities to produce creative work by with you know, low wages that require them to work, you know, constantly just to be able to afford a living and you know, um well in my case as a black woman having ancestors who are brought here specifically to work and how that has, you know, our relationships with work and and you know, as opposed to living in more creative and and pleasurable life and how we can, you know, move towards everyone being able to have those more um creative opportunities and how that can change our world for the better for everyone.

[00:04:14.14] spk_1:
Cool, All right. They’re they’re interesting tensions because you’re writing about rest and creativity. To me those are in opposite. I mean, you’re you’re you’re not you’re not at your most creative when you’re resting, creativity is, you know, is activity, stimulation and then and then rest. But then as methods of healing and resistance to me, those are in opposite to, you know, you I don’t they’re they’re, you know, they’re both they’re both critical, but I don’t see them as consistent. Like you when you’re healing yourself, you’re not in a resistance, you’re not in a resistance state state. Resistance to me is, you know, agitation

[00:04:23.78] spk_0:
and

[00:04:30.44] spk_1:
and and advocacy, you know, But that’s not that’s that’s in opposite to healing, right?

[00:04:31.15] spk_0:
Yeah. So it’s like I’m thinking like the balance of the two and how you you you know, need one to have the other and and that kind of thing and seeing how they are synchronous and you know, um I just I want people to everyone to have, you know, be able to live healthier, more fulfilling lives and, you know, all of that stuff

[00:05:12.24] spk_1:
healthy but also productive and resistant when needed. Absolutely, yeah. It’s interesting. Yeah. Like there’s it’s two different spectrums to me rest and creativity, healing and resistance interesting. Alright. This Yeah, I’ll be, look, I’ll look forward to your dissertation in how many years? How many years does this program take you, do you think?

[00:05:17.44] spk_0:
So. Typically about four. I will be finishing up my classes this year and then I’ll be focusing just on my um dissertation proposal and then my dissertation.

[00:05:44.34] spk_1:
Yeah. And research. All right, very good. Welcome. Alright. It’s glad to have you. So you’ve got some savvy ideas coming, coming out, coming off the n 10 faculty as well. So howard faculty and 10 faculty. Uh I’m not sure which is more prestigious. Well, you know, Well one is, one is prestigious in lots of respects and the other has its niche in nonprofit tech. So they’re both,

[00:05:50.89] spk_0:
they’re both prestigious. They’re both quite prestigious in

[00:06:08.04] spk_1:
their own. Yes, that’s right. That’s right. Um Not zero sum by any means. They can both be highly prestigious. So you’ve got some ideas around social media trends. What you see coming for 2022. What do you see happening with our social media platforms?

[00:06:11.84] spk_0:
Some things that I’m seeing are more audio only features um like on twitter on facebook, which would be great for people who listen to podcasts. Maybe that’s that fits in well. Um and even like um

[00:06:35.54] spk_1:
facebook is facebook is coming to audio only a little slow. I mean I’ve been I’ve been podcasting since 2000 10 where they’ve been, where they’ve been, where has facebook been

[00:06:40.13] spk_0:
has been around for a very long time has been around. Yeah.

[00:06:43.52] spk_1:
But where, where they they they’re coming late to the format.

[00:07:09.34] spk_0:
Yeah. And I think so. I think that happens like with technology sometimes we, we like jump ahead and it’s like sometimes we might lose things that were good before and we have to kind of rediscover them and they, they show up in a different way in in some ways, like we see here on, on like twitter and, and facebook also, Tiktok will be um, is working on streaming. Well, it’s released in, in some countries internationally, but it’s another example of, of a platform focusing more on audio only content. Um,

[00:07:24.84] spk_1:
wait, so, so Tiktok moving away from video,

[00:07:26.74] spk_0:
Not away by audio only also

[00:07:51.74] spk_1:
in addition. Okay, okay, Alright. So, alright, so let’s talk about this. This audio only trend. Then you’re saying facebook twitter, Tiktok uh, promoting audio only formats. What do you see? Non profits are able to do? I mean, how do you see leveraging that?

[00:07:53.64] spk_0:
Well,

[00:07:54.79] spk_1:
Like are they all short form like this, Tiktok, you know, like Tiktok audio format limited to 15 seconds.

[00:09:58.14] spk_0:
So on. I know, so each of them is, is a little different. Um, I know on, on twitter for example, you can have like, um, instead of like a live video that’s going on, you can have an audio room where people are chatting, anyone can listen in, but you know, only certain people can chat. So you might, that might be good for like, um, if you’re having a panel discussion or something like that and, and maybe video is not as important to it. Um and you can, you can do it that way, especially if you are uh you know, working, working virtually in people in different locations. Um video is not as important. That can be helpful and um also like when now they have a lot of different ways that they will appear on these different platforms. Um but I think as always, and I want to say this for for like all the transfer that we’ll talk about, you know, you want to think about how it works for your organization in particular because there’s they’re popping up with different features all the time. So you have to think about how, how do we best communicate with our audience. Um so I think, you know, in short form places you might, you might share like specific snippets of your podcast. If you have, if your, if your organization has a podcast, maybe you would share specific snippets or maybe particular quotes or updates that you could share like with the photo and then um like a message that goes along with that photo, which is also, I think the benefit of that is it’s a bit of a lower um you don’t need as much equipment or export technical, know how like you would need to do in order to create a video, you know, with the video, you need to to, you might need to do some editing or you might need to create some graphics, but if you have photos, you can use those in lots of different places and incorporate audio with them, you know, um, on certain posts to enhance the, the content.

[00:10:18.54] spk_1:
Okay, okay, very interesting. Audio, audio only. Do you, Do you envision that, that, that Tiktok audio only feature will still be limited to the, to the 15 seconds.

[00:11:16.34] spk_0:
Um I’m not, I didn’t, I don’t remember reading how long it would be um but okay, so, so Tiktok is also moving into like, because they use a lot of music and stuff on their platform. They’re also looking into Tiktok streaming, like having a streaming service that is a competitor to Spotify. Um and then you also have Spotify incorporating more social media into. There’s so you see a lot of, a lot of um, hybrid things happening um between between some of these like audio and social media in particular right now and I would say we did see this a lot with with video. I mean we had vine was huge and, and you know youtube, of course we still have Youtube. Um but a lot of these things are the things that we, we already used to communicate and they pop up in different ways depending on, you know, what features are available on how the different audiences communicate with one another. Um, on those different platforms.

[00:11:40.04] spk_1:
That’s interesting, you bring up vine, how come vine went away but tick tock. It is, it is, it’s flourishing.

[00:12:39.04] spk_0:
How come, what is that? Yeah, I know, I’m fine, it was right, so vine went away and instagram at that time started having short videos too. So it was like instagram kind of picked up that short video format and then vine, you know, wasn’t needed as much because you have, you have your photos and your video on instagram then, so then we lose vine, but we have olive vines, features on a different platform. Um and I think that’s something that we really want to think critically about when we’re looking at these trends and the different platforms that come up because there are a lot of politics behind it, you know, it’s something it’s, you know, which ones have the most money, like instagram is owned by facebook, so they have a lot more money and resources and facebook is everywhere all over the globe um you know, in, in nearly every country, whereas you know something um for as a, as a um you know, contrast, we have Tiktok which what has been threatened to be, you know, shut down in the US unless they, unless they, you know, sold part of their company to an american owner. So we have things like that that are going on in the background that, you know, we have to make um certain apps, you know, have more ability to reach more people. So it’s also, it’s about how we use them and whether they are service serving people’s needs and you know, that it’s fun to use and all of that, but also we need to think about, it’s not always just, um, the audience that determine which one is a successful platform.

[00:14:29.84] spk_1:
It’s time for a break. Turn to communications, Your Communications Plan for 2022. Does it include social posts, blog posts, newsletters, your annual report, website updates, board reports, fundraising appeals. Acknowledgment messages, staff, communications, process documentation, training, documents onboarding or maybe those last couple don’t fit into your communications plan. They still have to be written. Do you need help with your writing in 2022 Turn to communications, your story is their mission turn hyphen two dot c o Now back to social media outlook for 2022, does that mean that we should not be pioneers or even maybe early adopters when a, when a platform emerges, you know, that, that we not invest time in it when it may not, It may not survive? I mean like should we wait 18 months before we jump into a new platform?

[00:15:02.24] spk_0:
I that’s a really good question because I mean that’s what we’re talking about here, trends. We wanna know trend because we want to know how do we react to these new things. Um, and two that I, I would say like for if you’re a smaller nonprofit and I’ve worked at many, you know, you don’t have a lot of resources you want to, I would like to think of think of the social media, um, managing that as a, um, capsule wardrobe. So I don’t know if anyone familiar with the capsule wardrobe defined that we have, we have

[00:15:09.48] spk_1:
on non profit capsule wardrobe will definitely land you in jargon jail.

[00:17:48.74] spk_0:
So, right. So, and so a capsule wardrobe if you think of, so you can think, I think a great example is Fran fine on the nanny. She has a very, you know, dramatic wardrobe. However, if you pay attention, she’s pretty much always wearing a black turtleneck, black tights and black shoes and then she’ll put like a fun jacket or a fun skirt on top of those things. And, and so that’s um, you know, a way to extend a wardrobe on fewer, there are fewer pieces and just choosing like a statement piece. So the way I look at that is like, um, in with your social media, you want to have good bones, good structure. You wanna have, you wanna have some image templates that you can use. And then when there’s a, you know, I just talked about images before and putting audio with them. So if you already have great images that you’ve worked on and put a lot of care into curating, you can then add these other things on top of them as these trends change. Um, I would also say as far as new platforms coming up, I think it’s always worth your time to at least create an account so that if that platform becomes more popular in the future, you’ve already claimed your organization’s name on there. Um, so that it’s easy to find you and you, and it’ll be, you know, more cohesive part of your brand. So I think that’s always worth it because that doesn’t take a lot of time. Exactly. Right. Right. Right. Exactly. And that’s fine too. That’s fine too. Because you’re, you’re putting your time where, you know that your audience is and, and you know, what’s going to pay off because, you know, without a lot of time and resources, we have to be very smart about, um, where we’re putting our focus and social media because it’s so vast when you send stuff out, it can just go out into the ether and no one, you know, it might not get traction. So you need to be very smart about how you’re using your time. So I would say like, yeah, you’re right. So you have your, your core images and the kinds of messages that you know, that you can use. Um, also this might be referred to as evergreen content content that you can use all the time. Um, you know, no matter the time of year, but it’s always relevant to, to your organization. Um, I think that’s a very important thing to have in, in kind of your capsule wardrobe, um, of, of social media fashion, you know, your,

[00:18:30.84] spk_1:
your, your capsule wardrobe, your capsule wardrobe. Yes, I scolded your core capsule. Okay. Sorry. Yeah. Um, well, I’m a guy, I want to be, you know, I want to be up. I want to be, I want to be timely. My, my time has long passed. Um, so, alright, Yes, absolutely, of course, evergreen content repurposing, you know, you want to be smart. You know, if something goes on your blog, maybe you can maybe you can pull a 12th, clip, an audio and quoted somewhere, you know, on twitter

[00:18:31.17] spk_0:
or facebook or, or,

[00:18:50.34] spk_1:
or, or Tiktok when, when the audio only features are, are, are available. Um, and then, you know, and then it could be part of, maybe it could be part of an email. Uh, maybe maybe it lives somewhere else on your website. You know, maybe it could be a social media post in print instead of audio. Um, right, so you want to be smart about

[00:19:01.84] spk_0:
right? And one um, uh, an acronym that I use for that, that I’ve heard is cope create once, publish everywhere. Okay, so like your blog post, you created it once. But then you’re using all those pieces of the blog posts in different places on your social media or your website and your blog and your emails and all of that.

[00:19:58.74] spk_1:
I love it create once, publish everywhere. So we got our capsule wardrobe. We have our, we have our cope. Okay, what? Um, all right, So this is interesting. This audio form. I mean obviously as a podcaster and I’ve been a longtime listener of radio and I think radio is just such a intimate format. It feels close. I mean, I got my inspiration for this show from radio shows. Um really interesting, you know, in one respect, it’s a, it’s a step back from, from the video because now you’re only getting really getting half the, not half the content really, but half the half the stimulation. I mean there’s the but but I don’t consider a step backwards, but but

[00:20:01.72] spk_0:
somebody, somebody could

[00:20:02.69] spk_1:
say, well, no picture anymore, what you know, but the video is the trending, but now, now now audio is trending.

[00:20:09.94] spk_0:
That’s why

[00:20:11.54] spk_1:
that’s why we need you on to make sense of this for

[00:20:14.27] spk_0:
us. For

[00:20:15.89] spk_1:
me, I’m not gonna maybe other people maybe more sad, but make sense of it for me please.

[00:21:19.44] spk_0:
So as you were talking, I was thinking, you know how you said like, radio can feel much more intimate than watching the video. And I it kind of reminds me of like reading a book versus watching a movie, the way you described it kind of like, and sometimes, you know, using our own imagination. And and with with the content that were there were there were reading or listening, using our own imagination. I think also helps us build a bond in some way. Whereas when you have a video, it’s like you don’t have to use your imagination, you can see what this person looks like and where they’re sitting and how they’re speaking and all of that kind of thing which I think takes away some of I think that’s part of like our creativity that makes us, you know, interested in having, you know, not knowing everything right away, you know? And and I um especially think like with audio, you know, you’re you’re very you’re not thinking about how you look, you’re just you’re just you’re just really um participating with the content,

[00:22:13.44] spk_1:
interesting. That reminds me of of a host I used to listen to on National Public Radio terry Gross. She she never wanted to be in the same studio as her guests, they always remote and and there was no camera feed. It would she she didn’t want the visual stimulation, she wanted to focus on the conversation and that’s it. She didn’t want the person in the room, she didn’t want to see them wherever they were, whatever studio they were in, she didn’t want to see them from there. It was just the conversation. Mhm interesting. Alright, of course I’m blowing, I’m blowing it here because I I can see you right now and we may put this on Youtube. Uh

[00:22:15.11] spk_0:
well you’re stuck with the lack of choice that people have the choice so to watch or or just listen,

[00:22:21.02] spk_1:
that’s true, you can turn your screen, you can turn off your screen absolutely, you could, you could go for the go for the creativity and, uh, and just listen,

[00:22:29.84] spk_0:
I guess it’s

[00:22:42.94] spk_1:
not so good to just watch though. That’s not gonna be good. Like don’t turn the sound down and try to read the lips that you’re, you’re missing, you’re missing too much content there, that I wouldn’t suggest doing it that way. All right. Um you think Tiktok is growing too, you have a, you have a prediction about Tiktok and instagram.

[00:24:08.44] spk_0:
Um, yeah, so I was reading this and I think, um, hoot suite that Tiktok is growing will surpass instagram um, in the number of active users. Um, and you know, that’s, I mean, we do see a lot of, a lot of the, you know, younger audiences on their like gen Z and stuff like that. Um, and, and I, and I was also reading about, um, okay, well, let me say so, I always want to be like, it’s great when companies can grow and it shows how popular they are. But I do also want to go back to, you know, what we just said about why certain platforms grow faster than others or might succeed where others don’t even though they have the same the same features, But, um, and so, and I start with Tiktok, um, and instagram and, you know, which one is popular is important for our organism, which one’s most popular is important. But we also want to look at where are our audience is in particular. So if you know that your audience is, you know, um this demographic, which is, you know, it’s um boomers who live in Arizona or, or whatever demographic it is, and it doesn’t, it’s not, you don’t see your audience on Tiktok, then it it doesn’t make um too much sense to go on there. But as we said, go and claim your account, make your space. So if you if it ever as the demographics change because that’s important to remember to demographics change over time. Um if we just look at facebook, for example, facebook was only open to university students. Um, so that was a very small demographic, but then it grew and grew. So, so we can see like these are where, where the numbers are for a moment. But that changes. And we can use that information to try to help make our decisions. But we should always remember that none of these are hard and fast rules. And we have to think about ourselves as the expert of our audiences and think about how social media is a tool to help us reach those people that that we know best

[00:25:17.84] spk_1:
and you’re good point, you know, knowing where they are and and knowing that that may shift as well, grandparents were not on facebook 15 years ago, but now it’s common. Well even before the pandemic for grandparents to stay in touch with grandkids through facebook. So,

[00:25:23.17] spk_0:
right. And, and a lot of my students do not use facebook anymore.

[00:25:28.01] spk_1:
Right, well their their grandparents around

[00:25:29.76] spk_0:
it, they don’t want exactly that’s going to look at pictures of your family and stuff, but not talk to your friends.

[00:25:36.74] spk_1:
Facebook is a perfect study in shifting demographics.

[00:25:39.69] spk_0:
That’s an excellent. Yeah, very interesting.

[00:26:26.34] spk_1:
The pioneers were driven off by the by, I think by their grandparents, they were alright, so if Tiktok Tiktok surpasses instagram, alright, so that it’s just, it’s just something I like to be aware of that Tiktok is growing in in audience size that way. And so it might be, might be a place for you to look. Um but maybe not, and we’re gonna get to the maybe not, you know, every right, every platform is not for everybody. Um but again, I love your advice about, you know, claim your claim your spot, get an account in your name, so nobody, nobody beats you to it and then you have to be creative or You know, be Tony-Martignetti two or something, you know,

[00:26:29.19] spk_0:
because

[00:26:38.74] spk_1:
they were the real tony-martignetti you know, All right, so let’s talk about creating, creating content this emerging short form audio

[00:30:11.64] spk_0:
with creating content and especially with short form, I think that’s definitely, you know, a challenge for a lot of social media accounts for a lot of our organizations, especially those that do very complex, you know, work and we want to communicate about it, but you know, this very brief, um, these very brief formats make it very difficult and I always try to emphasize with my colleagues and and reminding myself that social media is a place to direct people to more information. So like, yes, those clips are very short. But you want to make sure you’re using that to direct people where they can get more information. Words, you know, whether it’s, you know, signing up volunteers or donations or or what do you want them to do after? Well, and always have some kind of idea of what you of um, what each of your posts are doing for you. So you don’t wanna, you know, just put any kind of content out there. You have 15 seconds or, or however short the clip is and you want to make sure that you’re, you’re, you know, getting the most out of your time. So, um, when you are like, again, we will go back to the capsule wardrobe, making sure you have those solid foundations, creating some, some graphics that you can reuse. Um, but also, you know, look at what your, your peers um, uh, similar organizations are doing also what your audience is sharing, even if it’s not, you know, specific to your organization, you can see what your audience is interested in and how they are spending their time. Um, I often, you know, in my, in the course that I was doing with the intent, I would often talk about thinking about walking through the day in your audience in any of your audience members shoes and thinking about how are they spending their morning? You know, is that a good time to reach them and, you know, what kind, what are they doing in the morning and how might, you know, your work relate to that in some way. Like if somebody, you know, spends their morning, you know, watering their garden and you are, um, you know, an environmental organization and how you can um kind of show that you have common interests there and relating to what they’re interested in. So looking at looking at what what they are already interested in, but also looking at what some of your competitors and, and similar organizations to yours are doing, and, you know, identifying not just looking at what they’re doing and copying them, but looking at what they’re doing, identifying what works and what doesn’t, and also how you can put a spin on things for, for your brand, um, you know, there’s, there’s a quote, like good artists copy great artists steal that. So, so we want to, so it’s, it’s, it’s, you know, perfectly legitimate to look at what other companies are doing and and try them um, in your own way. Another thing is there’s nothing new under the sun, So all of these ideas are we’re regenerating and, and recreating and which is creativity, you know, thinking of these things from all these different places and they come together to make new things. Um, so when you’re thinking about about your content and how to make it, you know, engaging. You want to go back to the things, think less about the technology and think more about, you know, the very essence of good storytelling and, and you know what makes a good photo making sure that they’re good quality and all of those things can will take you a lot farther than thinking about um friends and and styles because they change so quickly.

[00:31:48.34] spk_1:
It’s time for Tony’s take two. Yes. You have my good wishes for 2022 for the new year. I’m I’m always optimistic at the beginning of the new year. Even when all evidence maybe to the contrary. I still, I don’t know. Uh Pollyanna naivete, blissful ignorance. I I don’t know. But every year I’m optimistic. So I’m optimistic about the new year. And you have my good wishes For your 2022 for you, your family, your work, your nonprofit, all those, all those things that are important. I hope 2022 is very good to you for all of those things in all those different ways. That’s it. My good wishes for the new year. That is Tony’s take two. We’ve got boo koo. But loads more time for social media outlook for 2022. Alright, that was a lot of excellent. So let’s start with calls to action. You want, you want, you want every piece of content to have some call to action, learn, learn more volunteer, donate, sign the petition.

[00:31:53.34] spk_0:
Even if it’s not a direct call to action, like, you know, sign up. Even if it’s, but even if you know the purpose like, okay, we are interacting with this audience member in order to, you know, build a better um relationship with our audience. Always make sure that that you know why you’re posting and you’re not just spending time sending things out because that’s that’s where you start to, you know, sink all your time into something that might not be paying off

[00:32:51.44] spk_1:
and in in short form audio. I mean if you want folks to go somewhere, maybe two learn more or you know, if there is an explicit call to action, learn more at a landing page, maybe you’re testing the, the, the outcomes so you have a landing page or whatever it is. Short form audio that you have to devote part of your 15 seconds to reading a web address.

[00:33:47.34] spk_0:
So with the, the short form audio, it’s always going to be um in a place they’re gonna have to be looking at something to click on it or have some kind of text with it in order to like it’ll come up in their feet or something like that. So whatever description um or you know, sometimes you, I mean in most places you can comment even beneath yourself. So wherever you see any opportunity to put in that information um is important um to do that. But as far as you know with audio as well, I think it’s also sometimes I see um and that’s actually not, this is audio and text but sometimes I’ll see like very long you RL’s um and I think it’s important to remember to use a U. R. L shorter I think um definitely. And when you’re doing audio, whether you know short for more or a little longer and you want to include a U. R. L. Make sure that you use like um Bentley dot com or something where you can customize it to be something easy to remember and you don’t have to say http excuse, you know, all of

[00:35:08.84] spk_1:
that. Uh I like to go even further. I have, I bought the the vanity domain, you know, tony dot M. A. So I could do tony through M. A. I think is Morocco. I’m pretty sure I bought that. I think I’m every two years I paid the country of Morocco I think I’m pretty sure that’s M. A. Um it’s not Mauritania, I think it’s more, I’m pretty sure it’s Morocco. So yeah, so tony-dot-M.A.-slash-Pursuant I can say, you know, non profit radio uh email sign up, you know whatever whatever. Alright so that may be worth investing in a little vanity vanity shorter too but but bitterly of course we like. Yeah, I like free resources. Absolutely. Um and then you mentioned peers, you know, evaluating what your peers are doing, what others see what other nonprofits are doing. So you mean literally looking at there at their feeds and and, and different platforms and see what they’re talking about and how they, how

[00:35:35.64] spk_0:
they talk, yep. And so you should definitely be following your pure organizations. Um, there are also a great resource for creating content. Not just, you know, if you, um, work together sometimes on on a shared project, um, you can help boost each other’s visibility on social media. But you do want to be following following your peer organizations also, you know, as a social media manager. Um, you tend to befriend the other social media managers because you know, you said, you know what other each other are going through. And so that’s actually a great community and um, following each other because then you can reach out to each other. Help. Help because you’re you’re in it for the, for the same cause. So it’s like you’re boosting the same content and and you know, helping achieve your mission overall that both of you want to achieve.

[00:36:27.33] spk_1:
That could even lead to some deeper collaboration. Maybe, you know, I’ve, I’ve had guests talk about the possibility of uh, like doing giving Tuesday, you know, combined campaigns. Mm hmm I don’t remember other examples, but but you know, just shared promotion. Pre shared projects, your promotion

[00:36:38.43] spk_0:
and one of the ones that I’ve had the most success with as far as partnership and shared promotion is um well I don’t see them as much anymore, but for a time there were twitter chats were pretty popular. Um I don’t see them as much as I used to, but whenever I’ve done them, I we would always get like tons more engagement um with our content. That was one of our I will put that on twitter chats and and tweeting at conventions. That is when we would get the most followers, the most retweets the most engagements generally. Um and now I’m thinking, you know, with the twitter um audio rooms and stuff like that. That could be instead of having a twitter chat where you’re typing it out, maybe you have people come in and listen to your panel discussion of experts talking about whatever the theme is and um introducing people to, to your brand that way.

[00:37:32.13] spk_1:
Cool. Excellent ideas. All right. You recommended paying attention to what your audience shares. Mm hmm. So you know what you want to you want to do more of what’s popular and less of what people think? Sucks. Right.

[00:38:48.32] spk_0:
So, um yeah, so, well, before I was a lecturer at Howard, I worked in the office of the Vice President for student Affairs and I was managing the social media there. Um and the school environment especially important to watch what your audience is saying because we didn’t need to watch for any problems that are coming up and stuff like that. Um but that’s the kind of thing I think you you want to look for generally and not just you know, problems um not doesn’t have to be something dire, but you know, what is, what is your audience concerned about that your organization can help answer and um you know, what are the problems that they encounter or the ways that see that they that they feel the issue that you cover, how that impacts their lives. So sometimes it might be looking at, you know exactly what they’re posting, exactly what they’re saying and sometimes it means more about like you know looking at overall and kind of observing, you know what you um you might even notice like challenges and things that come up that that your audience does not. Um but you can perhaps you know show how your work can help with these things that they may not even notice our issues um relating to your organization.

[00:39:06.62] spk_1:
What about the use of analytics to uh to evaluate what what your what your folks are sharing is that can that be valuable there?

[00:41:00.61] spk_0:
Absolutely. You should definitely be um keeping track of your analytics if you so if you don’t have a dedicated person who can look at the analytics every month, you at least want to be downloading them. So you have them um whenever I have started a new position as a social media manager. one of the first things that I do is to go to, um, all of those social media accounts and download as much of their um, analytical history as I possibly can. So if you’re already keeping and, and the thing is some platforms that you can’t go back any farther than a couple of years or a couple of months. So it’s very important to get that right away. Um, even if you can’t look at it consistently, because one day if you, if you do have someone who’s able to dedicate time to that, they have tons of content to go on where they can look at, you know, oh, we had a huge jump in in subscribers um, at this time and then they can go and look at, well, you know, what was going on at that time, What did we post? What was drawing in so much engagement? And so that’s why you really, um that’s why your your analytics are so important and it’s thus about like looking through them every day. Or I’m sorry, every month or so, um, because you know, if you don’t have a dedicated person for that, that takes a lot of time. But being familiar with, you know, around how many followers you have or being able to see the trend of, you know, what is normal engagement for us. So that then you can see when you do have a huge spike, you’ll be easily able to identify like oh here’s where that came from and here’s how we can duplicate that success also because that’s another thing you want to think about. How can we do this again? Um how can we use it for a different campaign or or in what other ways can we can we benefit from you know this content that we that did so well

[00:41:05.01] spk_1:
which are the platforms that you think have the better analytics.

[00:42:49.90] spk_0:
I definitely have opinions about that. Twitter, Twitter has great analytics um you will find so in um in a lot of communications scholarship like peer review journals and stuff when they’re when they’re talking about social media they will often use twitter twitter analytics because they’re the easiest to access. So twitter makes it very easy to to download all of your analytics from your account and put it in an Excel spreadsheet and then from there you can do whatever you want to do with it. Um there are on the on the other end I would say like for example instagram you cannot you have to go to like each individual post and see how many how many had right? So you have to type them in and yeah so and and that that allows um face meta now meta to have you know um more control over that content. Um The facebook analytics I are pretty good but again they are there, you kind of have to keep them within facebook Um So it’s harder to you know take them out and analyze them in different ways. So any platform that’s going to allow you to download them in an Excel spreadsheet is ideal. Um But you know sometimes I have had to go through and I’m writing typing them in individually from instagram. So and and that could that could also you know be a factor in deciding which platforms that you spend most of your time on because you know if you if you are focusing on if you make if you want to focus a lot on your analytics you wanna and and you want to have a platform where you can easily download them and it doesn’t take a lot of extra work. Um So you know these are all things to think about when you’re when you’re deciding you know what works best for for how you present on social media.

[00:43:15.50] spk_1:
What’s another one that’s good besides twitter Analytics one judging the analytics.

[00:43:20.00] spk_0:
I mean I do I like facebook uh the analytics that they that the way that they’re analytics

[00:43:27.47] spk_1:
are in the

[00:44:20.59] spk_0:
classroom right? You can’t export them. So um I’m thinking I mean for the most they tried there so you can I would also recommend. So I don’t know of twitter is the best ones, I don’t know of any other other ones don’t really compare to that but yeah but twitter is also starting to lock down um some of that like it’s not quite as much um data as you could get it before so um but there’s also you know platforms where like Hoot suite for example where you can have multiple social media platforms and see your analytics aggregated there. I do caution though that when you use um you use one of those platforms um the numbers might be a little bit different like there might be like some lag time between you know twitter and twitter on Hoot suite you know so um and also like the labels and the way that data is is labeled so you know on one platform a certain action might be called interactions whereas on another platform they’re called engagements and how they measure each of those things and what they’re called could could be different. So it’s just you know making sure we’re watching for those.

[00:44:52.69] spk_1:
Why would like a twitter start restricting the the robustness of the of the analytics the way you just said they’re they’re they’re tightening that up. Why would they why would they offer less?

[00:45:01.29] spk_0:
You want to charge for it? You want to start

[00:45:03.45] spk_1:
charging a fee to get it or

[00:45:29.19] spk_0:
you know what that’s and you know we we don’t know until they until it’s public. So that is 11 thing that could, I’m I haven’t um I’m not sure why it’s more difficult to get information but you know it’s beneficial to companies you know that information is money to them. So it is beneficial to them when they, you know, have proprietary um keeping content that that is valuable to them. I would um but twitter,

[00:45:43.49] spk_1:
they could have it too and share it with us too. I mean they’re they’re only sharing it with users. Users can only get there there little bit. The company is welcome to aggregate the hundreds of millions of users. They can do whatever you want with your proprietary data. But let me have my little share what are you taking in the era of transparency? What are you taking my little share away for?

[00:45:57.29] spk_0:
You would think, But I don’t know. All

[00:46:36.38] spk_1:
Right. You don’t have all the answers. Nobody does know these black boxes that we’ve all signed onto 2020 years. Sometimes they’re more annoyance than than than than additive but sometimes not not, I’m not, not saying I’m I’m opposed to social media obviously, but they can be very annoying, very annoying. We don’t even, we could spend a whole hour talking about facebook or a day about the annoyances behind facebook and in the shift from organic to paid, it’s just to me it’s just corporate green. All right.

[00:46:39.48] spk_0:
But I think a lot of that is, you know power from the users and putting it back in the hands of the company because users do have so much power and we have a lot of their ideas come from the users that are using the platforms. So I think it’s, you know, wanting to control how, how people use that platform and the information that you can get from it.

[00:46:59.28] spk_1:
Yeah, I mean,

[00:47:03.77] spk_0:
it’s

[00:47:28.88] spk_1:
exploitation. I mean, I’ll use, I’ll use facebook the most egregious example as, as the example, but you think goaded us all in, you know, they have 2.5 billion users now, a third of the planet is they, they brought us in and then they, and then they shepherd uh, you know, much less organic reach now. You want the same organic, you want the same reach, add pay for it, pay for it, pay us pay Goldman Sachs and uh, and you can have that, we have your reach back that we gave you originally and you know, it’s, it’s egregious. It’s uh, just exploitation.

[00:47:43.38] spk_0:
And I, I feel like social media has so much power for bringing people together and, and so that’s why I caution about like with trends and stuff we do need to be critical about, you know, is this trend, was this trend created because it’s something users wanted or because the company needs to innovate and grow. You know, so that’s another reason why you can wait and give yourself some time to see which trends are taking on and what makes sense for you because you don’t want to just be throwing your your time into this machine that is just there to make money for them. You want to make sure that you’re getting the best value out of that,

[00:48:37.77] spk_1:
what a beautiful segue to, to a closing section, let’s talk about, you know, every every platform is not for every non profit you know, you’ve you’ve made the point already, you know, you can uh squat on your account, you create your account and just and just squat it, hold it, but but every, you know, even the bigger platforms, we don’t have to be everywhere.

[00:48:42.07] spk_0:
Exactly, so,

[00:48:43.29] spk_1:
you know,

[00:50:17.66] spk_0:
you definitely right, so there are like you and this is something I say in my class to like in learning about social media and there’s constantly new stuff, you do not have to know everything about it, you do not have to be on every platform, your audience is not on every platform, no single person can manage all of the social media accounts that their social media platforms that there are. So I think the most important thing, you know, is to get back to that good structure and knowing who your audience is and um how to communicate with them and then, you know, using the different quirks of those social media accounts and different features to, to tweak that, but um as far as, you know, you might also want to think of as we’re talking about, you know, these big companies and what data they’re keeping and control and stuff like that, that might also be an a factor in deciding which platforms you’re on like um, back to N 10. Um, and 10 is no longer on Facebook because you know, the, some of the business practices that Facebook has used do um, do not, you know, does not work well with end transmission and the ways that they operate and you know, those are things you have to weigh that. Um, you know, if a lot of your, your audiences on facebook and that’s the only way to reach them, then maybe, you know, you do stay, but you know, you have this understanding of like um, that there are issues and were working around them and trying to make the best of these environments, but you know, they are businesses and so we need to be smart about where we’re spending our time.

[00:51:22.46] spk_1:
Excellent advice, very savvy. Thank you. All right. Sharos King Matthews, you’ll find her at narrows A C K. I’m gonna spell her name so you can find her C H A R R O S C King, Thank you very much. Great, great advice. Thank you my pleasure Next week, the log for j software vulnerability with Joshua pesky, eh, if you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot C o. It may be a new year, but some things never change. Our creative producer is

[00:51:23.54] spk_3:
claire Meyerhoff shows. Social media is by Susan Chavez. Marc Silverman is

[00:51:28.24] spk_1:
our web guy

[00:51:41.66] spk_3:
and this music is by scott Stein. Thank you for that. Affirmation scotty. You’re with me next week for nonprofit radio big nonprofit ideas for the other 95%. Go out

[00:51:43.14] spk_1:
and be

[00:51:53.36] spk_3:
great.

Nonprofit Radio for October 27, 2020: Mommy Lied To God

My Guest:

Carlos Maestas: Mommy Lied To God

That’s Carlos Maestas’ new book. He’s a storysmith and he’s got tips and strategies to improve your storytelling. He’s the founder of Key Ideas. What’s this got to do with Mr. Rogers Neighborhood? Come listen! Come learn.

 

 

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[00:01:37.34] spk_1:
welcome to tony-martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host. Oh, I’m glad you’re with me. I’d suffer with pro so PAG nausea If you made me face the idea that you missed today’s show. Mommy lied to God. That’s Carlos. My Estate’s new book. He’s a story Smith, and he’s got tips and strategies to improve your storytelling. He’s the founder of key ideas. Come, listen, come learn Antonis. Take two planned giving accelerator were sponsored by turning to communications, PR and content for nonprofits. Your story is their mission. Turn hyphen two dot ceo and by dot drives. Raise more money changed more lives. Tony dot Emma slash a free demo and a free month. What a pleasure to welcome to the show. Carlos My estas. He believes storytelling is the best way organizations and people can move others to action. He’s the author of the book Mommy Lied to God. Life Lessons in Authentic Storytelling. He’s founder in chief story. Smith at key ideas, helping organizations sharpen and share their messages. He’s a stand up comedian who once opened for Saturday Night Live alumnus Dennis Miller the company is that key ideas dot Net And at Key Ideas, Inc. Carlos is at key ideas. Carlos Carlos Mast us. Welcome to the show.

[00:01:48.74] spk_0:
Hey, tony, It’s so great T b with a veteran podcast world. I I’m honored to be with you today.

[00:02:08.74] spk_1:
Oh, thank you. I’m gratified. Pleased. Pleased to have you were gonna regular some fun with storytelling? Absolutely. Um, I have to tell you, it’s a little sad for me to have to say Saturday, Saturday Night Live alumnus before Dennis Miller’s name. Because there was a time when being that would be like saying today. You know comedian Jim Gaffigan, right? He was so well known. He was He was fabulous.

[00:02:24.71] spk_0:
Yeah. Did the weekend update for exactly weekend update? Yeah. Yeah. Well, you know, I grew up watching SNL. Probably way before. I should have, you know, my mom. My mom was Was she? Her style was like, Yeah, you’re interested. Like, let’s stay up. And, you know, I probably fall asleep, you know, right before we started getting really bad. Yeah, you know, that was

[00:02:52.85] spk_1:
when it was the not ready for prime time players.

[00:02:55.26] spk_0:
Yeah, Yeah. Gilda

[00:02:57.23] spk_1:
Radner. Dan Ackroyd John Belushi?

[00:03:03.74] spk_0:
Yeah, Newman And then Dana Carvey, you know, later and eyes. And, you know, it was It was It was so much fun to watch. And so I would stay up late and probably was up till till probably the weekend update, and I’d fall asleep. So, you know, Dennis Miller was It was definitely a guy I watched. I probably don’t understand a lot of the jokes back then, but, you know, it was definitely one of the things that made me want to get into doing stand up eventually.

[00:03:29.00] spk_1:
And how about opening for him? How did that come about?

[00:04:54.60] spk_0:
Yeah, you know, opening for him was one of those Those, uh, calls you get that you’re you’re not expecting on dhe? It happened about a week before he was coming into town. And interestingly enough, it was the same day that I had a huge presentation for a group of nonprofits on and and so I had to remember what I was supposed to say in that presentation. It was called a text summit, and it was happening at Rackspace in San Antonio, and there were over 200 non profit leaders that we’re gonna be there for this event. And it was probably the biggest presentation had done for nonprofits up until that point. And then that night was the show with Dennis Miller. So I was a wreck the week before, you know, I was just trying Thio not mixed up the two presentations on dhe then and then just, you know, rehearse and try to be as prepared as I could. But I I’m one of those guys that Yeah, I am nervous until the minute I had hit the stage and I’m good on dhe Then on DSO It was just one of those calls I got and I was like, Of course, I’ll open up for Dennis Miller. And it was this beautiful, uh, really beautiful theater in San Antonio called theater. And it’s been there a really long time. Some of the biggest acts have come through and perform. There’s right on the river walk beautiful

[00:05:03.74] spk_1:
people in the audience.

[00:07:25.84] spk_0:
Yeah, so I think that it was It was so I gauge it by how much the tickets were not. The tickets were like $60 a ticket, and and I think it was their capacity there, probably around 1500. Maybe a little bit more and it was full. I mean, it was I don’t know that it was sold out, but it was pretty close to it. I mean, because I remember I was I you know, I opened for him and they started setting up seats in the front where there weren’t any seats. They were like adding seats to the show on DSO you had, You know, I kind of made a joke about it because you had these people that were in steerage at the time the rafters on, but they were still paying $60 a ticket. And then you have these these people It must have been the VIPs that they were putting right in the front. And, uh and I was like, thinking to myself, You know, you cannot bomb when someone’s, you know, paying $60 for it to get on dso I did. I did 20 minutes and I got to say it was it was a great radio and it was really cool to meet him. What? One thing I could tell you a short little story. You know, I didn’t get Thio actually meet him until he was coming on the stage, and I believe that the group that had booked him, you know, it was they were used to doing. They’re called Live Nation and they do a lot of concerts e they concerts. Yeah, huge on. But the comedy is something they do less frequently. And I know the person who was in charge of this. I think it was like his first comedy, big comedy show. And so he said, If you could, you know, finish your set and at the end, all you have to say is Dennis Miller will be here with you shortly and that’s it. You know, say thank you and say he’ll be with you shortly and someone else is gonna bring him up. And so I was like, Okay, I’m like, I can’t you know, I won’t mess that up. And so I’m thinking, there’s a break between and you know, I’m finishing my set. And then I see Dennis Miller to the right. He’s on stage, and I’m like, Oh, that’s cool. He’s like watching a little bit of show. Uh, and so I do exactly what the guy says, you know? Hey, thank you so much Dennis Miller will be with you shortly. And so then I start leaving the stage. And then Miller’s walking on stage like the worst intro You work thing you could do like he’s the headliner. Yeah, you

[00:07:47.56] spk_1:
wanted If they had told you to introduce him, you know, you would have got the crowd all whipped up. Exactly what? San Antonio, Let’s bring on the Incredible. It was a Saturday night live on them. And all you got to say was he’ll be with you shortly. He’s

[00:08:01.35] spk_0:
my I’m I’m the hometown guy. I’m supposed to get the hometown crowd. Yeah, And so then he spends the first five minutes of the set making fun of me because of the intro that he just got. And so he gets on there, and he’s like, Well, thanks for whipping them up into a frenzy. Carlos, I’m like, Oh, gosh. And you know that

[00:08:20.59] spk_1:
you got screwed. You got screwed the stagehand or whoever gave you the bad direction

[00:08:27.20] spk_0:
I had, you know, it was it was it was my nerves and not thinking. Well, maybe, you know, maybe he’s gonna bring him up, but yeah, the guy said, you know, just do this. And, uh And so I was thinking there’s some of the I p that was gonna bring

[00:08:38.82] spk_1:
it right. There’s somebody else that you don’t know. Uh, we’re gonna bring him on. No, you did. You did what anybody would have done. You follow direction.

[00:09:19.24] spk_0:
Eso Then afterwards, I got a chance that he was gracious enough, and I think he was doing probably like a red eye flight out. He didn’t even stay eso, you know, I got to watch a set from from the side of the stage and then on. And then, you know, he took a picture with me afterwards and that, you know, that was it. That was it was quick. But, you know, it was definitely one of those things that I will not forget for the rest of my life. But it’s also cool to me. It was also, you know, nice that I was connected with earlier in the day. You know what I what I really do for a living which is help support nonprofits and getting a chance toe. I think they probably got more out of it than the audience that was.

[00:09:29.48] spk_1:
They were setting up more seats in the front row because you were selling. They were selling tickets as you were on stage. Yeah,

[00:09:37.44] spk_0:
I would

[00:09:38.06] spk_1:
say, Oh, I gotta be part of this state. I gotta be part of the show. Listen to this guy, Carlos. And he’s only the opener. So they were selling additional seats, and that’s why they had to set them up in the right in front, right

[00:09:48.96] spk_0:
up in front of space. Left you doing stand up at all? Yeah.

[00:09:55.87] spk_1:
Yeah. Are you still doing stand up at all?

[00:10:00.44] spk_0:
You know, I I not A lot of people are doing stand up right now, you know, unfortunately, um, and I will do stand up. You know, any opportunity that I get, what I’m what I’m doing more often than not as I work doing, stand up into the workshops that IDEO profit. And so I get it because it’s it’s really tied closely with my personal story and and so that I have an opportunity to do that. So it’s more of that than it is, you know, traveling and doing shows. But I will. You know, any time I have an opportunity to do it, I’ll Yeah,

[00:10:40.64] spk_1:
I we’ve stand up into my presentations. Also, I have a signature opener that I use and et cetera. So

[00:10:44.98] spk_0:
that’s great comedians. And I’m sure you went through doing stand up. I think the reason you’re such a great communicator is that you know, what comedians are brilliant at doing is taking people on a journey and a very finite amount of time. Right? And you have a short amount of time to create an emotional response out of an audience. And, you know, there’s some of the best at simplifying very complex issues. And so, you know, I think that’s that’s one of the little things that I e. My comics and just people could present. Well, they have a way of using humor that really, you know, makes a connection.

[00:12:06.24] spk_1:
Well, it’s simplifying is one of your tips. Of course, which, which we which we will get to. Yeah, you have toe, right? You got a rare if I there, you gotta not, right? I don’t mean that. I mean, you gotta narrow it down to the basics that are the most the most interesting, funniest, punchy ist right and cut out the, uh, stuff that doesn’t really help. Your doesn’t really help your case, and you got to do it in. Well, in your case, 20 minutes when I do. When I was doing stand up, I was getting, like, six and eight minutes sets. So you know, when you’re just getting warmed up, all of a sudden the red light comes on and you’re being motion not motioned off, but signaled off that you got to wrap it up in 30 seconds or so. Um, but we’re gonna talk while we were talking about your story telling not mine

[00:12:09.27] spk_0:
a great lesson. No tony. And for for nonprofits or any percenter, because sometimes you only have six minutes. You have six or seven minutes for presentation. And what what you learn to do is a comedian, is you. You try things, and and when they’re not working, you should cut him out. Otherwise, you know, you’re not you’re not gonna get the response you want. And it’s the same thing for anybody who is in charge of making presentations on a regular basis.

[00:13:27.54] spk_1:
I think of boards exactly along the lines of what you’re talking about. Um, it’s rare to get the full amount of time that’s out that you’re allocated in advance at a board meeting. You know, they’ll say you get 25 minutes or a half hour or 15 20 minutes and I’ve gone down to, like, six because other topics before me went over And what we still have to finish on time or there’s a lunch deadline or, you know, whatever. It’s rare that you get the full time that your plan and you wanna fly, you know, you gotta Okay, we’re gonna cut these slides. Well, you’ll get this in print or you have this in print. We’re gonna skip these because I’m now down to, like, 1/5 of the time. But here’s the most important stuff, you know? And you got to do that with, like, 10 minutes notice sometimes depending on how the board meeting is right. And there are other instances of that, too. But I think of board meetings as being the like, the least likely to stay on time and on. They’ll stay on agenda. But on time allocation least likely I find,

[00:13:34.59] spk_0:
Yeah, if you’re down on that, if you’re down on that agenda, you’re you’re likely gonna have to cut. You should just already Starting on.

[00:14:08.24] spk_1:
I’m always the consultant anyway. I mean, the consultant is the the most expendable, right? You know, he’s here. We’re paying him anyway, so, you know, and and, uh, we got to squeeze him in because he he traveled here. But there’s other stuff That’s I don’t just seems always more important than the plans giving. I do plan to giving fundraising, but the message is you’re right. You gotta boil it down to the key messages. And and you’re right. Sometimes you got to do it on the fly. Mhm.

[00:14:08.85] spk_0:
That’s right.

[00:15:25.31] spk_1:
So let’s talk about you though. Um, so you’re right. You’re a reckon tour storyteller, right? And so I do want to tell her I want you to tell your stories, tell some stories and then we’ll pick out the lessons that your tips and strategies that we can learn from from different stories. But is that OK? Way. Okay, e I wanna I wanna base it around the stories not around the strategies, which will we will cover. But I feel like we got I got to give you time to talk about Fred Rogers from Mr Rogers neighborhood. You revere this man as a storyteller. It’s time for a break. Turn to communications. They help you build relationships with journalists because of a relationship built by turn to the New York community. Trust got to features in the Wall Street Journal. That’s what happens when you get the good relationships before you want to be heard in the media. You got the existing relationship turn to specializes In working with nonprofits, they’ll help you build those relationships. One of the partners, Peter Pan A. Pento, was an editor at the Chronicle of Philanthropy. They’re at turn hyphen two dot ceo. Now back to Mommy. Lied to God. Why is that? What can we learn from Fred Rogers?

[00:16:56.64] spk_0:
Yeah, well, I’m probably aging myself a little bit, too. Just that that I know who he is, um, and and watched him, you know, growing up. But you know, you when you experience something as a child, you experience it and you don’t you don’t quite know what what draws you in about it. And it’s not till you you hear the stories behind what was very a very intentional approach of how Fred Rogers, you know, worked at connecting with kids and just how authentic he was as a storyteller. And And the reason I used Fred Rogers is an example is because he was a non profit, right? He worked for a nonprofit E. Yeah, exactly. Hey, had to be really scrappy on dhe. There are a lot of parallels with how he told stories that I find with nonprofits to you because, you know, he had just a small team and, hey, didn’t have the budget that, you know, folks like Walt Disney and and some of the other major studios that were producing content for kids. But he did it anyway. He was successful at it, you know? And so, you know, one of the things one of the lessons about about Fred Rogers is the lessons and consistency and how he would open the uh huh. Coming in, he would take off his suit jacket, you know, put on the cardigan on and take off his shoes. Put on. And that happened. I didn’t think about it much. It’s like, Why is this guy changing on? You know, you don’t think about it as a kid, but what? What? What he was doing is he was creating something that you know kids could anticipate and expect every single time show would start. Even though the show is different and

[00:17:23.55] spk_1:
routine, there’s that routine is comforting.

[00:20:03.84] spk_0:
It is comforting. It’s comforting, especially when you have kids who who knows how un inconsistent their routine might be right in their home life. And so there are little things like that that just get you comfortable with what’s about to happen and knowing that, you know, you work to build that trust with your audience. But after you have, then they, you know they look forward to that routine. And so you know, messaging when you share your story and sharing a consistent message and not, you know, changing you can change your approach and you can change. Uh, you know you can change the the the content on dhe What you used to tell that story, but your messaging should be consistent. You should be sharing a consistent message every time, and you should try to get people feeling comfortable with who you are and what you dio. And it’s a lesson that you can learn with with your donors, you know, because if you’re establishing a relationship over a period of time. They should feel, uh they should feel that they understand you in a way that others may not a tw the beginning if they’ve been with you for, you know, five or 10 years, right on Dhe. There’s other things. You know, The one of the things I appreciate about about him is that he told he was he told stories that had heavy content, but they were It was they were stories that, you know, kids were living through your heart. You know, if he was alive today, he would he would for sure be doing content on the pandemic. And, you know, like, things that were, you know, he things that were in the time, really a traumatic things that were going on in our history. Things like war, uh, the threat of nuclear. Or, you know, Martin Luther King’s assassination heavy, heavy things that you would think we would try away from that, you know, for a kids show. But he figured out a way of making it safe, Uh, and and communicating in a way that was age appropriate for the kid on dso they they left the show being better for it. because it wasn’t something that was just being swept under the rug. You know, I think about my own daughter. I’m a father, three, But I have a daughter. That’s six. And, um, you know, just because we don’t talk about it, If we were to not talk about what’s happening with the pandemic, she’s gonna she’s gonna have a ton of questions anyway. You know, shoot for the first. You know, a few months of us staying at home from school and wearing masks. You know, she was she was You could feel how heavy it was for her. On dhe. She would say things like, I don’t want anyone to get the Cyrus should say the Cyrus, it was hard to cry. Wanted to correct her. She you know, she was 12 and saying Cyrus would be different.

[00:20:34.00] spk_1:
Miley, Miley, Cyrus

[00:20:35.40] spk_0:
e. I don’t want anyone to get those

[00:20:37.49] spk_1:
Wiley Wiley virus. The Miley Cyrus

[00:20:39.51] spk_0:
e don’t wanna get to Miley Cyrus s. Oh, you know, we we what it did? Is it it? It gave us an opportunity to just have, you know, really appropriate conversations with her.

[00:21:04.24] spk_1:
Uh, Fred Rogers, Didn’t you like you’re saying didn’t shy away from difficult subjects. He found an appropriate way to discuss them in an intimate you know, an intimate way by reducing it. Thio What kids needed to know and was was he still was he still on the air in on September 11th?

[00:21:59.24] spk_0:
You know, I think he came back and did a special I don’t think he was. If if I remember doing the research for this, I don’t know that he was still doing the show, but he was still, you know he was. He was young enough to be able to come on and and talk about it. I think there was on PBS. There was some, like, special or interviews that he gave around that time, and but he’s still so what they did is they evolved the show into this Daniel Tiger’s neighborhood, which is it’s basically, you know, they still do kind of that the same music and same theme, but it’s a cartoon now. Ah Nde s Oh, yeah, I mean, I think that those are the kinds of things that you know when you live life. There’s there’s plenty of things to celebrate. But there are also a lot of things that are just really hard. And I think that, you know, if we don’t take the time Thio just be authentic with with our kids or with who we serve or with our teams. Um then, you know, we’re missing out on an opportunity thio grow from those experiences

[00:22:45.54] spk_1:
and remain relevant as well. You can’t ignore what you know Everybody around you is experiencing and still expect to be relevant during and afterwards It’s if you know everybody is suffering something or celebrating something you have tow. You have to talk about it if if if you have a if you have a voice. I mean, if you have a channel Yeah, Alright, so let’s I’m gonna get to some stories now because this is the storytelling book. So, you know, usually I’m very dictatorial on non profit radio, and I I’m gonna throw it to you because I’m not really Well, you know, maybe I’m dictatorial. I don’t know. I like the guy. I’d like to guide the conversation. Let’s see, I’m a guy not a dictator, but for you. But what You know, Of course, you have your signature story, but what story you wanna open with you Tell a story.

[00:23:19.94] spk_0:
Yeah, Well, yeah. 11 lesson that I think is really important A zit relates Thio Just powerful storytelling is to seek first to understand before being tell

[00:23:25.66] spk_1:
us a story about that.

[00:28:09.54] spk_0:
Yeah. So there was a politician. We’re you know, we’re in an election year. So we’re hearing a lot about politicians, is not We’re probably sick of it, but, uh but But there was a politician that was running for a seat in taxes was his first time running a zey House representative on Dhe District 123 in San Antonio. And, um, he wanted to run on on a platform that really involved making a difference in education. You know that tze not very different right is there, you know, there’s there’s, there’s a handful, there’s there’s always ah lot of politicians that they’re going to run on a platform of education, especially It’s the first time and really specifically what he wanted to do is try. Thio changed the way that schools were financed on, but it’s different all over. In Texas, schools were financed largely by property tax, which could make it very difficult in urban areas where you have a large population of students who are in homes that air either rented or their property values are are low, very low. And so the schools where there may be the most need. Ah, nde, it’s not a maybe it is where there is the most need. Get less funding. And that’s kind of that’s how it is. That’s how it goes and so on. Do you know what? What? To add insult to injury? This was by design. You know, if you’re familiar with with red lining, then you may know that, you know, we have a hit three in the country of banks drawing lines through through communities and neighborhoods and saying we’re not gonna lend in these communities because they’re more at risk. And Andi also there, um, you know, the property values were the lots were a lot smaller and because they weren’t lending in that area, people couldn’t fix their houses up. So the problems kept, you know, perpetuated. But in addition to that, you know, if you lived in affluent neighborhood, um, it was a legal, I believe, until like the seventies too deep to put restrictions in your deeds that your house could not be transferred to somebody of color on Dhe. So, you know, it was It created a huge issue in San Antonio. And so San Antonio’s, uh, been one of the most economically segregated cities in the entire country. On DSO here is ah, a man that grew up in one of these neighborhoods. That was the poorest zip code and all of the county. And he wanted to make a difference, you know? And But he understood a lot because he knew how how, on education could change a child’s life because he he went to school. He worked hard. He graduated from the University of Michigan, Got a lot agree, spent a lot of time, you know, working on some of these issues, you know, in his work as a nutter knee. Um, but he was He was the freshman, you know, House of Rep, then it for his district. And so what he did instead of going in and just leaning on his own understanding on dhe shaping policy, what he did is he went and visited every single school that was in his district. Ah, nde. It was a very diverse district there about 55 schools, and you met with the principles at each of those schools, and you wanted to hear their stories about where the biggest needs were. And so it’s a There are a lot of things that he learned, but I’ll distillate toe this one big thing on dhe. The reason. It’s kind of a personal thing because one of the schools that he visited, my wife, was a principal and it and it, and it was in the district where he grew up in which is which is 72 07 in in San Antonio its’s It is for years and years over over 50 years of the poorest of code in in the city on dhe. The thing that she wrote on the whiteboard under challenges in the biggest challenges food insecurity. And so imagine you know, your leader of a school and you’re trying to get kids, uh, on grade reading level on dhe. You know, Thio sort of have them close gaps that exist with their learning. But you get kids that are coming to school and they’re starving on eso. They’re having problems focusing. They’re having problems, you know, with behavior. All of those things were connected. And so if you’re the school leader, you can’t really control what happens at home before they get there. But it’s having happened. Your school and so across the board, he learned that this is something that you know what’s happening in every single school that he represented and and and some of the schools were in areas that were historically very impoverished. But some of it was happening in some of the more fluent schools as well. On DSO toe add insult to injury. The food that that they would get at that school would have to be thrown away. Anything that wasn’t so there were perfectly good food that wasn’t touched. I’m not talking about this stuff on people’s plates, but like apples and oranges. You know, milk that wasn’t open, you know, if it wasn’t eaten, there were. There were, oh, school district laws and roll school district rules and state laws that said anything untouched, even if it was completely fine had to be thrown away. So here you have these hungry kids and you have you have, ah, you know, help in the same school. But because of the overlapping policies you know, they weren’t able to do anything about it. So he created the fairness and in feeding act. And what it did is it allowed these schools to kind of create these little pantries within the school. And it let the food service staff put out things that were that were not, um, eating for that. If a kid had an apple in to touch it and wanted to put it on the share table that any kid at any time could go up and take that food home with them on dso you know it it got bipartisan support because it wasn’t this Democrats story in a in a you know, a red state, right? It was this Democrat story, would visited all these schools and taken the the leaders stories on dhe to committee. And so it got bipartisan support and and that was path. And, you know, at the Times Texas was the second most food insecure state in the entire kind of country. Eso you know, here here is like one person just taking the time. Thio actually ask questions before he decided Thio pitch his ideas and and it led to his second term um, being able Thio. He became a co chair on the final on the education Committee on dhe. He was able thio actually pass ah, finance reform his second term that e think it put about $30 million into the school district that he came from. And it was a reform that just was was a also passed by bipartisan support on dhe thing he wanted to do in the beginning was able to do a second term just by going in and, you know, taking the stories of the people who do the work at Thio, the people who could make a difference.

[00:36:18.13] spk_1:
It’s time for Tony’s Take Two planned giving accelerator. This is the membership community that I have created to get your plan giving program started in 2021. You’ll join for a year, and I will teach you everything I know about how to get your plan giving program started. We’re gonna be working with charitable bequests. We’re gonna identify together your top prospects, your Tier two prospects. We’re gonna get the solicitations out. I’ll help you with the follow up to those solicitations. Whatever requests or information you get back from them, we’re gonna keep that process going. We’ll talk about exposing your board to plan to giving everything you need to get your plan giving program started in 2021. We’ll do it together. I’m gonna have live trainings, Which, of course, all record. So if you can’t make the live version, we’ll do small group. Ask me anything. Sessions. I’m gonna have a podcast exclusively for planned giving accelerator members. There will be resource is like samples, samples off letters, samples off other advertising. Copy that. You might put in your newsletter or your annual report. Samples of welcome letters toe welcome people into the recognition society. That’s another thing. We’ll talk about creating your recognition society. So you’re thanking all your new plan giving donors everything you need to get planned giving started in 2021. I’ve been doing this since 1997. I know how to launch your plan to giving program. I know how to start a program so that in 3 to 5 years and in out years beyond that, you’ve got the program that you want. I know what to do in the beginning. So then the long term, you’ve got a successful sustainable plan giving program. You know, I do webinars and there’s value in those. Of course I don’t maketh um, empty shells there. There’s value. People know it. If you’ve listened to any of the webinars I’ve done, you know that this the accelerator is a much, much deeper dive. I mean, the webinars are what, 45 minutes to an hour, rarely, even a now and a half. The accelerator is a year long program, and I’m estimating the person who is doing it with me in your non profit. And by the way, you can have up to three people in one non profit join uh, would spend about our a week. So you’re looking at, like, four hours, maybe five hours a month, max in the trainings, and then in the follow up work that you’ll be doing on your own step by step as I’m teaching, right, take a look at planned giving accelerator dot com. What I want to do with this is get 1000 or 1500 new plan giving programs launched in the United States. You know, I’m doing it to expand planned giving. I want to see so many more planned gifts and planned giving programs in the US the average charitable bequest is about $35,000. So when all those 1000 or 1500 programs scale up to 100 gif ts when they get to that point, that’s roughly at a minimum 3.5 billion New plan giving dollars for US charities That’s what we’re all about. That’s what I’m doing this for. I wanna help you get your plan giving program started. Join the accelerator. Let’s do this all together. Let’s get these new 3.5 billion new dollars for us. Non profits from planned GIF ts expand planned giving in the country started in your non profit. We’ll be doing it together, all right. It’s all at planned giving accelerator dot com. And that, my friend, is Tony’s Take two. And so the lesson is, understand? Understand what the hell you’re talking about

[00:36:59.53] spk_0:
just on your own understanding and make sure that you’re asking questions from people who are who are doing the work every day and and it doesn’t mean you may have done the work right, but they’re they’re always, you know, people who they’re doing the work. Then and there. And we need to make sure that we’re asking the right questions so that we can get to the right solutions. You may be the expert. You may have done the work, and you may have done the job, but you you still need thio. Add voices from the people even that you serve, um, to make sure that your coming up with the best solutions.

[00:37:03.53] spk_1:
Yeah. How about another one?

[00:38:16.32] spk_0:
Yeah, eso another journey. I would say that that was really important. Is, you know, powerful storytelling. Um, doesn’t always have Ah, a a great beginning. Eso There was, ah, guy that I had a chance to interview That was with this, uh, non profit called chrysalis Ministries. And they dio they help reduce the recidivism rate from people who are coming out of jail and in prison. And they do this through, you know, syriza classes like a A classes and any classes financial literacy classes on dhe. They try to get help, people, you know, get back on their feet even if they’ve maybe started out making some mistakes on dhe eso. There’s this guy Jose that was an athlete in high school. Um, he got hurt on Dhe started to fall in with the wrong crowd. And he was he was getting bullied by these this group. And because he was sort of like a of preservation, he decided to join the group. And so that led to him being in a gang. Hey, started Thio sell drugs he started to use, uh, any. He landed up in jail. Um, and then he was in jail and then ended up getting in a gang in jail. But also, uh, you know, tryto thio survive. And so we fell in with the Texas Syndicate, which look Zeta Zeta cartel. We’ll use the Texas and the kit sometimes to carry out contract. Let’s just a contract work contract

[00:38:58.67] spk_1:
killings, right? E contract beatings if if you’re not quite as bad as deserving of death. Okay. In the

[00:41:51.11] spk_0:
prisons, right, it was, but it but it was killings. It’s just the right the right word. Uh, and and so this isn’t the group you wanna, you know, falling with if if you are trying to turn things around, but eso he ended up, you know, going in and out of prison. And the last time Hey, he was in prison for armed robbery on Dhe. He was facing 30 years and hey, had he What he did is decided he was going to turn his life around and joined this ministry in prison. That was a faith based ministry. And, um, he started to kind of share his own story. And, you know, he was getting clean, obviously, and doing the work and his his he ended up getting his sentence commuted to 12 years on dso when he got out, What he decided to do is you got hired by a non profit that was working at in Austin, in Texas, on the youth youth criminal justice reform on because he has been a lot of his youth in jail, in and out of jail. He could speak thio what it meant to be in jail. And, you know, he had never gone to the capital before. And now he was meeting with senators, um, you know, on and sharing his story and sharing why, you know, things needed to be to be changed on dso. Here’s a guy who, you know, had a hard asked and made a lot of mistakes, and you could have run from that part of his life and not shared that part of the story. But he’s now using it to do good for others. And it’s an example of, you know, some of the struggle with our own personal story and the hard parts of our story. And we don’t want to talk about it because we may even be ashamed of it. Or maybe just really painful to talk about on dso What I what I want to communicate through this story is, no matter what you’ve been through, you know you can always use that thing. Teoh be good for somebody else. And you know, I e over over 1000 people in my career. And some of them have been through some of the worst things, you know. They overcome homelessness. They’ve overcome addictions. They’ve had family members that they have lost some of them Children on dhe. The one thing that they all have in common is that they’re using that experience, uh, to to to try to make something good coming from it. Um, and so our stories have a way of, you know, if they’re they’re just in the dark, they can have a way of festering in the dark and continuing to cause a lot of pain for us. And we can get to a point in our lives where we can share then that one thing that was a hard thing can actually, you know, helps save someone’s life for help. Change someone’s life. Ah, nde eso Those stories don’t have to be wasted and so that you know, I would say the first. A step to becoming a great storyteller is just acknowledging that you have one, that there’s value in it on dhe that, you know, if you spend some time thinking about you know who you want to reach on, who you’re meeting that they are. Stories have a way of differentiating us, but also connecting us at the same time. And that’s that could be very powerful.

[00:42:56.20] spk_1:
Yeah, I love that point. You’re making the book. It differentiates because it’s unique. It’s unique to you. Your story makes you authentic and unique. But the broader lesson connects us to others as well.

[00:43:01.50] spk_0:
Yeah, that’s that’s right. You know, nobody has exactly your same story, but there’s there’s parts of that story that are going to connect with people in different ways. And that may make all the friends. Um and I don’t think we do it enough is leaders not not just in fundraising. I think it’s incredibly important and fundraising. You’ve, you know, made a career helping people fundraise. But also, you know, and I have to and it’s always leading with those stories that I think are there what people remember. You know, statistics are really important on dhe. You can include stats, but it’s not what people are gonna like. Hey, did you did you hear about about those statistics? That’s incredible. And right, you don’t you don’t remember? And so when

[00:43:48.37] spk_1:
one of here one of your tips is to is to avoid the you call the curse of knowledge

[00:43:53.90] spk_0:
right

[00:44:06.39] spk_1:
now and have a again drilling down to the simple and not littering it with stuff that isn’t really needed. Thio serve the purpose. And again, the curse of knowledge your stuffing too much in

[00:44:09.26] spk_0:
Yeah. Yeah, it goes back to what we’re talking about, you know, when making presentations is just tryingto to simplify your message on dhe. You know, when you when you talk about when you’re when you’re making your presentation, you’re or you’re doing a video. You know, really anything that sharing your story. You think about it as a trailer for the organization. You know, a trailer, a movie trailer gets you excited to go see the film. You know, it doesn’t give everything away. And I think that when you have the curse of knowledge what what you What you’re trying to do is make what you’re about to say, connect with everybody in that audience on giving them all the information that you know, toe where you think, how could they not support me after I say all this? But when you when you’re trying to be everything to everyone, you end up being nothing to everyone. And and that’s the That’s the thing is, um, you know, trying to avoid that. And so we have. Ah,

[00:45:05.49] spk_1:
movie trailer is a great analogy.

[00:45:08.89] spk_0:
Yeah, yeah, and And so, you know, we have a 80 20 principle. When it comes to how we share stories, we’re gonna we’re gonna 80% of it is gonna be aimed at the heart and try and create that emotional or response 20% of its going to share measurable impact and, you know, maybe dropping in a couple, you know, bullet points here and there. But, you know, if people get interested enough, they’re gonna wanna they’re gonna go seek that information out, or it won’t break the ice enough for them to ask you the questions where you can Then give them a little bit more information.

[00:45:39.79] spk_1:
Since you talked about just mentioned the heart and and then the mind following. Why don’t you tell about the elephant and the rider?

[00:45:48.79] spk_0:
Yeah. So this is this is pulled from a book that I recommend for any non profit leader called Switch by chipping Dan Heath. Uh,

[00:45:59.76] spk_1:
say it again. Yeah,

[00:46:01.44] spk_0:
sure. Switch it. Switch how to change when change is hard on it. ZB written by Chip and Dan Heath They have a consulting firm. They’re also college professors, uh, and and have written, you know, many really, really, really good books. Some of my favorites. Um, but talk about this analogy of an elephant and a writer, and the Elefant is sort of the emotional side of us. It’s the one that you know is it feels pleasure. It feels pain. It’s, you know, maybe even more intuitive. And then there’s the writer that you that is perched atop the elefant That is more the planner, the strategic, you know, person the one that likes Thio things. The container store has the answer to all of e

[00:46:57.42] spk_1:
appreciated that in the book cause I love that I happen to love the container store e o container store l fa I wait for the January sale every every I know January. I know it’s 35% off sales coming every 30 30% off sale is coming every January, even when they do the 2025% off during the year. Don’t don’t buy the Alfa then, not for January and February. They do the 30% off Alfa every year. That one that, like, Resonate, I gotta chill. Yeah, it’s the container store. All right? There’s a much more important point than the container

[00:47:28.48] spk_0:
store. No, I’m all about the Alfa to you actually weigh Need a little more organization.

[00:47:34.77] spk_1:
Oh, I love Alfa

[00:49:27.07] spk_0:
s o. You know the there’s you would think that the person person top the elephants is in control But we all know that we only have so much control atop an elephant. And if that elephant wants to move in a certain direction, it’s going to move in that direction and you’re just along for the ride. And and so you know, it’s a very simplified, uh, explanation of this elephant and writer. But you know, what they talk about in the book is what we need to do is leaders is we need thio. We need thio. Give the elephants a little bit of motivation and we need Thio inspire that elephants that it wants to go in that direction. And once it starts going in that direction, we need do everything we can to clear the path on DSO clearing the path means, you know, if you’re sharing your story, um, you know what are some misconceptions people may have about about you and what you do. Let’s clear the path by clearing up those misconceptions, but you know, more importantly, let’s let’s give there elephants a little bit of incentive to want to go with you, and that comes through the right emotion behind sharing your story and you think about the reason we’re drawn to the best novels, the best films, the best music it Tze not about the technical side of how it was produced. You know, I think we can appreciate that if we if we take the time to understand that part of it and us, you know, some of the people who have the Alfa subscription, they may geek out on that right. But the reason The reason that we continue Thio be motivated eyes because of how it makes us feel and we want it. We want to feel that whether we you know, whether we’re expecting to or not, you know it Z That’s what we remember. And it’s the way a song makes us remember our childhood or makes us remember that great love it za about how we feel and and so there are plenty of of examples of in business how that is true.

[00:50:17.16] spk_1:
Two time for our last break dot drives dot drives Engagement dot drives Relationships that Drives is the simplest donor pipeline fundraising tool. It’s customizable, collaborative, intuitive. If you want to move the needle on your prospect and donor relationships, you want stronger, deeper relationships. Get the free demo for listeners. There’s also a free month. Just go to the listener landing page at tony dot m a slash dot We’ve got but loads more time for Mommy lied to God

[00:50:30.05] spk_0:
when were advertised Thio by some of the largest companies in the world. You know, they’re not They’re not speaking to our head there, speaking to our heart. They want us to feel something. Just

[00:50:44.86] spk_1:
why, Why they do what they do and less about what? What? How to describe what they do. But the why Simon Sinek talks about that, too. On dhe you you don’t reference him in the book. But I was thinking about him as I was reading. You know, he says, people, people buy why you do what you do, not what people don’t buy what you do. They buy why you do what you do.

[00:52:10.35] spk_0:
That’s right. Right. And you know, here’s the thing that nonprofits need to remember is you know, the advantage that they have over for profits is that those the why is built into what you do, and it is why you exist. It is, you know, there’s no there shouldn’t be any shortage of stories to tell if you’re doing great work. The challenge and you know, is that you know, we have to convince our boards. Uh, Thio, invest in our own story, you know, because because we don’t have the same kind of money that you know for profits do it could become a challenge and marketing and sharing our own story. It’s not invested in the way that it should be. You know, it is the one thing that will pay dividends on git is what Will will continue Thio, you know, educate an uneducated audience on your work. It’s your stories and so that that needs to be a constant investment. And I’ll say it. Share this one thing. Uh huh. Not yet. That’s my daughter. She just asked if it’s lunchtime,

[00:52:15.42] spk_1:
She wanna come over and say hello

[00:52:16.65] spk_0:
e Think she is that she just she left the room. She’s, uh eso eso. What I’ll say is, you know there are. There are there are boards that will approve things like marketing directors on DSO. Then they invest in a person, which is a great first step. But then they give them no budget to do that work. So if you have a marketing director and you’ve not given them a substantial budget, you know a significant enough budget to to be able to go out and do the work and create content to do the work. Then you’re putting yourself at a disadvantage. And so the person can’t just sit there and, you know, create things. Um, out of thin air, you know, we it takes it takes money to do that. And

[00:53:09.15] spk_1:
that’s that. That myth of do more with less? Yeah, I never I never understood that. And now I just rail against it. Uh, it annoys the hell out of me, for people suggest that we just do more with less. It’s not possible,

[00:55:14.34] spk_0:
right? It takes money to do to do the work. And, you know, and it Z you know, you’re already scrappy if you’re a non profit um, leader. But, you know, the executive director can’t be all all things you know, and they’re crucial to the mission. Their fundraising, They’re they’re they’re leading the organization, you know. But many times there also running the social media page and, you know, you’re you’re doing the job of of 10 if not more. And and so, if you’re gonna make the investment and bring in somebody If you believe that stories are important, then make it a significant part of what you dio and give it some time and see it’s going to pay dividends in the long run. You know, one when another quick example of you mentioned sharing stories. Eso There is a school foundation that I’ve worked with them actually on the board of the foundation now, so I’m working with them in a different capacity. But we created, um, a syriza vignettes for them because they do these innovative grants. And so they fund you know, these mini grants to teachers A teachers will, Will will request a certain item and right, you know, right the grant application. And then the foundation goes And how the committee they select, you know what they confined and then they find them. And so there was a a story of this a teacher that requested a string instruments for his class. And so they got, you know, it got funded. There were violence and various string instruments that that were provided to the class. And we just filmed him talking about it and film the students playing Ah nde. It was a very simple He did a great job explaining what they do. And, you know, the growth he’s seen come from from having those instruments from the students. And it was a short video the executive director, Judy Gail, had with the S A s D Foundation. Um,

[00:55:34.34] spk_1:
what’s the What’s the name of the foundation is

[00:55:53.24] spk_0:
the San Antonio It’s s a I S D Foundation, San Antonio Independent School District Foundation on. She said that video to the person who had funded that grant it was the $10,000 grant they had funded it and provided that donation through the foundation. And she said, Hey, just wanted to say thank you for for the support and wanted you to hear the story. She didn’t say, Hey, you know, we need more money. We you know, we’re desperate here. She just she just sent it with a thank you. And within an hour she got an email back from the funder that said, This is incredible. I want to talk to you about expanding this program district wide and so that the $10,000 ended up turning into $100,000 on. But it was just a simple thank you, and it was just seeing the kids and hearing the story of the educator who was trying Thio provide an innovative experience for, you know, for the kids on DSO So just just, you know, give it a shot. Use those stories on dhe and don’t ever stop sharing those stories because they’re so important to the work that you dio.

[00:56:57.83] spk_1:
Is there a lesson specifically that we can extract from the Independent School District Foundation? Story may be authentic or what? What else? What other of your tips fits in there?

[00:58:02.22] spk_0:
Yeah, I would say it’s, you know, just about, uh, understanding the importance of of just keeping your investors, uh, aware of what you’re doing through thank you’s if there if you’re commuting, if you’re communicating to them 10 times through out the year, you know, eight of those times should just be thank you’s and sharing stories, and maybe two of them are, you know, asking for money. Um, on dhe, I think one lesson you know is also that, you know, we we often times when we’re thinking about creating content or thinking about creating content for a new audience that is not invested in what we’re doing. And on dhe. That’s important. You’re always gonna have a non opportunity, should always have an opportunity to bring new people into the work that you do. But don’t forget about those who have been with you, you know, for for since the beginning or the last five years. And it’s it. It’s probably more important to keep those folks educated because, as we know in non profit world, you know, we know the same thing there because we know it is in business, which is it’s way more expensive to get a new customer than it is to keep.

[00:58:26.22] spk_1:
And even some of your donors may go back 25 30 years.

[00:59:07.42] spk_0:
That’s right, Yeah, well, and I think it’s all you know. How are you educating their airs, right? I think another huge problem that nonprofits have is that their their their funding base is aging and that the the next generation may not have the same priorities, and goals is the is the generation before them. And so what are you doing to kind of bring in some of that the new then the new leadership and maybe a balance of younger leadership and younger funders into the fold because, you know, it’s it’s important, right? Like you, you gotta you gotta constantly work at at thinking about the next, you know, 10 10 10 years.

[00:59:43.52] spk_1:
There’s also an opportunity there for potential planned GIF ts among those folks that are aging and that’s that’s what I do. We have to leave with the last story, which has to be your signature story. The title of the book comes from this signature story, so I way can’t wrap without without having that story. So I think that’s perfect. Perfect one thio end with

[00:59:51.37] spk_0:
Yeah, well, tony, you built it enough. You built it up enough to where I feel like I do have to share it for Mitt for other people have asked. I said, You know how the book got titled this in Chapter three and I want you to reach

[01:00:05.91] spk_1:
trying to buy Well, people, I’m going to say by the damn book because there’s more strategies and tips and lessons than than we were ableto touch in an hour. So, um yeah, but don’t I can’t have you hold out on non profit radio listeners. It’s not gonna mean they don’t buy the book because because there’s more. There’s more that we haven’t talked about. So you

[01:02:32.70] spk_0:
gotta get book. Yeah, that’s true. That’s true. Well, so the title of the books Mommy lied to God and s 01 of the best lessons that I got when I started doing stand up was from a friend of mine who at the time used my roommate. And hey said, Look, if you’re going to start writing comedy, you need to write about yourself on DB because it won’t sound like what everybody else is trying to say. And eso it’ll always be true to you. And when you perform it, you’re gonna perform it with just a different level of energy because it comes from a place of truth, right? Absolutely. Yeah, Absolutely. Yeah. And so, you know, it made a lot of sense to me on dhe. That is one of the characteristics of authentic storytelling. And so you know, when you’re when you’re sharing your story or when you’re presenting, you know, you pulling from your own experience is really important. The hard thing for me at that time is that experience was I was going through a divorce. And so how was I going to make an audience laugh about the most painful thing that had happened to me up into that point. And I think when I had the roommate, I was I wasn’t even divorced yet. I was separated. So I’m talking about raw. I’m not talking about, like, thinking about 10. You know, even five years. It was It was I was going through it. And, uh, so, you know, I decided to do it. I’d give it a shot. And so, you know, I wrote a couple of jokes like this, and it was like I going through. Ah, divorce. I wanted to work things out, but her boyfriend wasn’t willing to compromise. You know, let me see you on Wednesdays and every other weekend, you know, give me a month or in the summer, you know, stuff like that on dhe on, then you know the money, like God was, you know, look, the hardest thing about going through a divorce is being a single dat. Any single dad will tell you that if your kid doesn’t get what they want automatically, they start crying for their mom. I said okay. He was really upset. I said, I’m just going to talk to him. I said, Son, I know you miss your mommy, but Mommy doesn’t live here anymore. It’s like, Why, Daddy? It’s like, Well, Mommy and Daddy stood up in front of a room full of all our friends and family, and Mommy vowed before God to be with Daddy till death do us part. But see, Daddy’s still alive, honey. And that’s right, Mommy Live thio. So I got I got quickly down as the you know, the bitter mommy lied to God. Comedian, right, The bitter divorce guy. And the thing about it is, you know, there’s a lot more thio the material. But, you know, the thing that differentiated me was the thing that that connected me with the audience of people who maybe had been through a divorce themselves or their parents were divorced, or at least any. But everybody knows someone who’s been divorced, right? And so those were the folks that were laughing the loudest on DDE. You know, I wanna I wanna give a disclaimer for one. I never actually said Mommy. I never told my son that, in fact, you know, he, uh, he only heard the joke recently when I was in its because I wrote this book and the book was coming out right And I could have easily entitled the book. Daddy lied to God. I could have done that, but But the reason that I was mommy lied to God was just That was a part of my experience. And I told myself up If I ever write a book, you know, it’s gonna be called Mommy lie to God on dhe. I think that you know, it Tze important to think about those things in our lives that, you know we naturally may shy away from and know that, you know, sometimes embracing them on Dhe using them to push ourselves forward is like the best thing that we can dio on dso it was, you know, comedy was cheaper than therapy for me. I probably should have been in therapy. And I don’t advise that if you should be in therapy that used to stand up instead way probably all know comedians that air like, Wow, you really need to talk to somebody. Uh, thats a professional, um but But the reason that it’s true to my story is that you know, through that experience. You know, it’s led to the work that I do now on. Did you know I truly believe in the power of sharing us your story, no matter where it came from?

[01:05:10.69] spk_1:
Carlos. My estas? Get the book. Mommy lied to God. Life lessons in authentic storytelling He’s founder and chief story Smith at key ideas. It’s at key ideas dot net and at Key Ideas Inc. And he is at key ideas. Carlos Carlos, Thank you so much. Wonderful.

[01:05:21.22] spk_0:
Thank you so much. Tony has been great talking with you and hopefully we can stay in touch. Real

[01:05:26.94] spk_1:
pleasure. I’d love to. Absolutely. Thank you.

[01:05:29.69] spk_0:
Alright, tony. Take care.

[01:05:58.09] spk_1:
Next week. Brian Saber from asking Matters Returns with his new book were sponsored by Turn to Communications, PR and Content for nonprofits. Your story is their mission. Turn hyphen two dot ceo Talk about storytelling. Do it, Do it for the media and by dot drives raise more money changed more lives. Tony-dot-M.A.-slash-Pursuant our creative producer is clear. 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, be with me next week for non profit radio. Big non profit ideas for the other 95% gloat and be great, I’m it.

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Artificial Intelligence is an opportunity for your career, not a threat to your job. Nejeed Kassam explains how to leverage your skills in a new landscape and describes some of the intelligent tools available for you to work with. He’s CEO of Keela. (Part of our 20NTC coverage)

 

Tim Sarrantonio: Impact Storytelling
How can technology help you share your impact with the right people at the right time? How do you distill your big story down to a small, comprehensible, individual story? Tim Sarrantonio is with Neon One. (Also part of our 20NTC coverage)

 

 

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[00:02:26.44] spk_0:
on Welcome to tony-martignetti non profit radio big non profit ideas for the other 95% on your aptly named host. This marks a month of a dizzy production with audacity and zoom. I’m rather proud of myself. Oh, I’m glad you’re with me. I’d be thrown into Abdur mission if you made me numb with the idea that you missed today’s show. Easy A. I Artificial intelligence is an opportunity for your career, not a threat to your job. Najeeb Qassem explains how to leverage your skills in a new landscape and describe some of the intelligent tools available for you to work with. He’s CEO of Kayla. This is part of our 20 NTC coverage and impact storytelling. How can technology help you share your impact with the right people at the right time? How do you distill your big story down to a small, comprehensible individual story? Tim San Antonio is with neon one that’s also part of our 20 and TC coverage on tony Steak, too. Draw another breath were sponsored by wegner-C.P.As guiding you beyond the numbers wegner-C.P.As dot com by Cougar Mountain Software Denali Fund. Is there complete accounting solution made for nonprofits tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial and by turned to communications, PR and content for nonprofits, your story is their mission. Turn hyphen. Two dot ceo. Here is Easy a I Hello and welcome to tony-martignetti non profit radio coverage of 20 NTC. That’s a 2020 non profit technology conference. The conference was canceled, but we’re pursuing it virtually. Yes, they are sponsored at NTC by Cougar Mountain Software Denali Fund. Is there complete accounting solution made for non profits? Tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial? My guest now of our second interview of 20 NTC is Najeeb Qassem. He is CEO at tequila. Uh, Majeed. Welcome.

[00:02:30.64] spk_1:
Thank you. It’s a real pleasure to be here, tony. Pleasure

[00:02:33.14] spk_0:
to have you as well, and I

[00:02:54.21] spk_1:
want to correct you. But one thing and TC may have canceled, but the spirit of the conference has not been. There are events popping up all across the continent. Webinars recordings. It’s been I was texting with Amy last night, and I think despite the heartbreak that it’s been, there’s so much community and grassroots support of the folks looking to build capacity and continue their learning, and it’s been heartbreaking, but yet inspiring at the same time.

[00:03:02.91] spk_0:
Yeah, well, you jumped into the void, right? Didn’t Didn’t you start put up a page or pages with, uh, virtual webinars that people were gonna be that we’re planning?

[00:03:27.71] spk_1:
Yes, sir. Actually, key allies hosting Ah, three day conference called Plugged in. Um, nope. You’re all needed. And Ah, and ah, it’s 99 sessions on different sort of some of the many of the topics. A lot of the speakers from from the intense conference I they’re gonna be speaking on everything from using tech in your social media toe A I and fundraising we’ve got I think five of aunt intends 12 board members are actually speaking. So we’ve had an incredible amount of support from amazing women and men across the U. S. And in Canada to bring people together.

[00:03:53.54] spk_0:
Now, when you’re doing this because I’m not sure when this interview you and I are doing right now is gonna air it, maybe after what you’re planning. So

[00:04:01.61] spk_1:
it starts today of all things.

[00:04:03.19] spk_0:
Okay, You’re definitely It’s not gonna not a

[00:04:06.01] spk_1:
big, but it’ll all be recorded as well as if you go to kill a dot com website. I’m sure you’ll be able to find it.

[00:04:11.25] spk_0:
OK. K E l a dot com. Yes, sir. Okay. Okay. Cool. Why is there a tennis racket hanging on your wall? Significance there. So

[00:04:40.04] spk_1:
it’s funny. It’s wow. Firstly, I had I have a love affair with tennis. I always tell my wife you’re my wife, but tennis is might miss stress. I’ve been playing since the age of three, which is also the time that I’ve been involved in the nonprofit sector. So by two earliest memories are volunteering and hitting a tennis ball. You

[00:04:40.24] spk_0:
were volunteering at age three.

[00:05:16.84] spk_1:
My mom and dad fled East Africa in the late sixties, early seventies and, uh, they had a rough go growing up and they’re 10. My dad got his first job at 11 to support a bunch of people. My mom had to get scholarships, but they were so supported by civil society and the nonprofit sector. I was born in Canada with, you know, what is the perfect life and so very early my parents taught me and reminded me how important it was to be involved in civil society to build nonprofits, to partake in my community. And so, you know, how do you tell a three year old that you’re not gonna donate to the cause? He’s He’s asking money he’s asking money for And so my mom and that it has refused, right? But I think more. They taught me about how important our sector is and how valuable it is. And so for 30 something years now, I’ve been playing in and around the nonprofit sector, and it’s it’s been a passion of.

[00:05:39.03] spk_0:
I should have had Children just so I could bring them along on solicitations. Its strike do.

[00:05:43.19] spk_1:
It’s true. I

[00:05:55.91] spk_0:
do plan giving, consulting plan, giving fundraising? Yes. If I had a three year old in my lap, I’m now. Could they have been impossible? It’s impossible. It’s better than a therapy dog. I don’t have Children. So I joke about, uh, well, my wife. I love Children. I love chilling. I love all Children, Children of all persuasions and and genders I love all Children know nothing about. Okay,

[00:06:09.51] spk_1:
well, you know, I think we’re building all of this for the next generation to write, to make every generation a little bit better and help this generation a lot. A lot, A lot as well. So I forgot to ask you how you holding up in all this craziness

[00:06:31.15] spk_0:
when I was gonna ask you Thank you for preempting. Yes, I’m finding in North Carolina, um, safe and well, and I have the ocean across the street, so I can not.

[00:06:36.54] spk_1:
The worst thing

[00:06:37.54] spk_0:
I can walk on the beach is alone on bits. Find where you and how are you?

[00:06:55.34] spk_1:
I’m in Vancouver, BC, and I’ve got the ocean about five minutes away, so I’m blast. My wife is nine months pregnant, so she’s due next week. Um, and so it’s a funny time to be bringing a baby into the world. But they say the 1st 100 days is brutal anyway, so I’m gonna be home, which is a blessing in disguise.

[00:07:03.12] spk_0:
Congratulations. We’re recording on March 24th. Are you expecting by the end of this month,

[00:07:09.49] spk_1:
Probably early April. I mean, who knows? Now it’s anything that’s two weeks, but it will be exciting. It’ll be

[00:07:51.51] spk_0:
right. Let’s talk about artificial intelligence. Your webinar topic, uh, was well sorry. Your workshop topic was on the topic we’re discussing remains easy. Artificial intelligence, simple tools toe tools to elevate your non profit impact. Let’s just start with a basic understanding. What? What what kinds of things were talking about with respect? Artificial intelligence? That’s a wide I was a phrase that could captures everything from manufacturing to big data. What are we talking about?

[00:08:23.11] spk_1:
So I think we’re more on that big data spectrum or just the data in general spectrum. So, you know, I’m actually giving the talk at Oculus plugged in in about two hours, so I should hopefully be able to answer this question. Well, you know, we’re talking mainly about machine learning driven, artificial intelligence that’s really part of software. And that’s what I wanted to talk about. How there’s tons of ways that organization, small and big anywhere in the world, can adopt tools some out of the box, some custom built that helped them gain insights, understand, get predictions for their organization on programming, on fundraising, on bullets, your management, whatever it might be on how that’s not some scary, um, mystical kind of thing. It’s a very tangible riel thing that isn’t all that difficult for us to adopt. Even if you’re a tech light, I like myself.

[00:09:21.08] spk_0:
It’s time for a break. Wegner-C.P.As. We received RP PP funding. Now what? That’s their latest recorded webinar. What about loan forgiveness? How do you get the max forgiven? Remember, it’s merely forgiveness, not absolution. You go toe wegner-C.P.As dot com, Click Resource is and recorded events. Now back to Easy A I with Najeeb Qassem. Okay, it’s not not easy to adopt and, uh, nineties to adopt and to adapt to also bringing into your daily routine.

[00:10:00.54] spk_1:
So, you know, I think it once you make the commitment to make the change, it becomes it’s It’s one of those things. I’m not sure how you lived without especially, you know, And I think so. It is making a change, but not a revolution. It’s about, you know, our thesis and the pieces of the conversation that I was gonna have an NTC was It doesn’t have to up and how you work. It’s not gonna fire people. It’s not going to fundamentally change organization. It’s just gonna make it a little bit easier and a little bit quicker to do some of your work. And so I think part of my responsibility at at in that in that conversation in the webinar I’ll be giving was to say, Don’t freak out of a the A I It doesn’t have to be super expensive. It doesn’t even have to be complicated. But it’s something you’ve got to go out there and be committed to learning about so that you can build capacity at your non.

[00:10:19.80] spk_0:
Okay, Well, instead of your saying it there, you’re gonna say it here before you say it again in two hours. So? So you didn’t put the jacket on for non profit radio? The jacket is on for plugged in, right?

[00:10:29.18] spk_1:
You know, I put the jacket on no matter what. Definitely for you, tony.

[00:10:37.22] spk_0:
Look, now look at me. I’m in a T shirt. Come on. Monday. But I’m on the beach. I’m but I’m

[00:10:37.94] spk_1:
a recovering corporate lawyer. This is like,

[00:10:40.83] spk_0:
all right. And you recovered a lot more recently that I did. I recovered General Liability melt medical malpractice defense attorney. But that was many years ago. 1990 1994. So you have. When you get further into your recovery, you’ll address you’ll just like this.

[00:10:55.84] spk_1:
It I’ll just sort of go from that high a lot of time. That’s all

[00:11:09.74] spk_0:
right. It’s incremental. It’s in command. Trust me. Yes, 10 years from now, you’ll stop shaving your wear T shirts every day. Im you 10 years Dennard.

[00:12:31.24] spk_1:
Yeah, Yeah. All right. So I think I think the first thing I want to talk about is a little bit about demystifying. What is a I and a at least a I that I’m talking about? Yeah, that I’m talking about is not the robot on TV that takes over humanity. It’s not a piece of technology that can think for itself that can make decisions for itself that can operate. And sometimes I think the perception is artificial intelligence is like I said, this big scary thing The thing I’m talking about is the thing that tells you what song to listen to on Spotify or what products to recommend for you on Amazon. Simply put, it’s it’s taking huge amounts of data and teaching it about ah, developer and engineer. Ah, data scientists will teach it something. It’s like writing an algorithm, right? It’s It’s the same thing we used to have. But instead of just writing the algorithm, if this then that right, it’s it also teaches them how to learn better. Because we know that the more data we have when operated in the right, you know, by the right people. When built properly, they can actually make decision making and better and better. So the a I that we’re talking about the eye that’s built in the Killah and built into tons of other tools sales tools, Amazon, whatever it might be, is simply saying to This is this piece of software that says When David gets in, I’m gonna get smarter and smarter, or it’s gonna get smart and smarter to make that decision or that recommendation or whatever it’s coded to do. It’s a very simple, not simple to build that simple task.

[00:12:52.60] spk_0:
Okay, let’s dive in. So can we start with, say, a fundraising application? Absolutely. Well, what? What do you have to offer there? What?

[00:12:57.17] spk_1:
So So And I don’t want to talk about kilo here because

[00:12:59.76] spk_0:
I know. And I don’t mean not

[00:13:00.96] spk_1:
No, no, no. Of course. But, you know,

[00:13:02.83] spk_0:
agnostic. What? What could we do with our r c R M database?

[00:13:48.78] spk_1:
Absolutely. So So let’s pick something like when a donor is gonna give. Okay? Like you know your your plan. Gift giver. You know, you probably know, you know, the organization to work with probably have years or even decades worth of data, right? They have it. It might be in a spreadsheet. It might be in a CIA ram. It might be, you know, like me on Post it notes. But it’s there. And so that data is, is the It’s the key to making these decisions. So if you know that Tony’s get probably gonna give on giving Tuesday and on December 30th because he’s got tax money, he wants to write off over time. Right now, that’s you. Now you add tens or hundreds or thousands or tens of thousands of donation records for you and for all the other people. What the’s tools could do is start to see patterns and the smart, the A I The machine learning of it is it sees the patterns, and as it gets more data, it the recognition of the pattern gets smarter. Does that Does that make sense?

[00:14:12.87] spk_0:
Yeah. All right,

[00:14:45.04] spk_1:
so So now I know if I run this through the you know, in my crn if I’ve got this tool later, don or whatever it is that tony is gonna give in these these times and the on the predictions over time over the years over the multiple donors you have are going to get better and better and smarter and smarter and ultimately, more accurate. Now you cannot replace the intuition of a fundraiser. The personal relationships A I tools and the fundraising space are not trying to do that. What they’re trying to do is give you tony a tool to help your work better.

[00:15:09.48] spk_0:
Okay. All right. So we need we need a decent amount of data. You know, obviously, the larger the sample, the smart area smarter it is, and the more you could pull out of it, Right? Sorry. All right. So, um okay, so we could predict, um, let’s say bringing into my arena because I’m shellfish. I’m the host planned giving. So I mean, I know from doing this since 1997 that the likelihood that someone is going to be make make a planned gift is based on their They’re giving two factors there giving history, consistency, loyalty, like these are people who now, of course, there are exceptions. But

[00:15:35.24] spk_1:
of course, of course. And so that’s what I can’t can’t override, right? You’re 14 right? I mean, sure, they can do it. Agree. But the exceptions or what? Why we need you. This is why you’re not out of a job. At least not yet, right? You know, But but But you’re right. Those two factors, or

[00:16:20.50] spk_0:
west, the loyalty of giving. So these are people who have maybe given 25 gifts in 20 years, 18 years or something. 30 givings, 25 years, lots of loyalty, regardless of the gift size and roughly age 55 to 60 over. Yes, some people make planned gifts when they’re 30 something. But again, we’re generalizing. How is ah? So how is artificial intelligence going to help me with that experience based conclusion?

[00:16:21.51] spk_1:
So you know what? It might do it And I’m just spitballing here, but you might have a tool that’s built that says that’s able to recognize those factors. And then at a tag or a badge to this ex donor, right? My mom who says, you know, she has the preconditions based on the data we have based on all of your donors, Not just you, all of your donors. These air the patterns. We see these are the preconditions that the developers have sort of said, You know, this is likely. Like you said, history and age and a few other things, and they may run these models is what’s really and then they can say this person is a high likelihood of medium likelihood of low likely. For example, it can spit out a prediction just like Spotify says, If you like Pink Floyd, it might suggest the Zeppelins right. That’s that. It’s this. It’s literally the same logic. It’s It’s a predictions. Okay? An algorithm.

[00:17:28.02] spk_0:
I just thought of a way it might actually work alongside. What I just described is, let’s say you’re you know, it’s a statewide organization. It would find the people you tell me if it could probably find the locations. Maybe the county’s sure have a You have a density of planned giving donors or play giving prospects based on who the donors are. But you never realised. You don’t realize there’s a there’s a There’s a greater likelihood for Johnson County to be a plan gift donor than for Smith County,

[00:18:50.74] spk_1:
for sure, and I think wanted great things. You know we talk about artificial intelligence as this siloed thing, but it’s actually not. It’s part of any a data or an intelligence strategy in a software or as an organization. It’s not one you know. Software can see stuff that we can’t not just because of the A I because it’s like there’s so much data. There’s only so many records that you conflict there or remember or into it like there’s there’s a whole other ah, bigger right. The reason it can do calculations, fasters. It’s not that it’s smarter than me. It’s just it’s got more processing power than Ideo, and it’s probably smarter than me. But you know, what I’m saying is, and so I think you, you know, you can add the benefit of these things and a good developer, well, actually work with the sector in this case and understand the different preconditions so they might look at location they might look at, You know, the primary things might be age and frequency, but there might be a whole host of other things that determine maybe the stock market, maybe not even example right now. But, you know, maybe the location, maybe the weather who knows. But these factors are then tested on a sample in the development process. What they do is they take the data set in. They carve out a sample, right, like a little bit of it, and they run their models to see if the machine will predict the same things. That the sort of the pure algorithm like, if then kind of stuff.

[00:19:33.87] spk_0:
Can we expect if we’re going to the artificial intelligence marketplace to find tools that are already exists? And then we cast we like it’s on a plug in for salesforce or razor’s Edge or something, while majors that you may not allow plugs, but Salesforce would resident probably would not, Um, is something like that is, This is not all custom development, right?

[00:19:39.80] spk_1:
No. And that’s really important to note. There are tons of amazing innovators and thinkers and technologists and dedicated, passionate people in the nonprofit sector who are building the stock times. A few on I get to work with a bunch of every day. So here’s where I will say Kayla is a C. R m. We focus on small to medium sized nonprofits, sort of sub 10 year and it’s built right into the tech. So it’s a C R M. But it’s got all this stuff already layered in. There are other tools, like gravity and I wave and other tools a couple of other organizations that lets you plug it into your your sales force or your or your whatever C. R m. And so and they’ve gone out and they’ve analyzed just like we have, you know, and built the factors and work with the sectors and built the technology. So you literally plug in your day that it’s just fresco

[00:20:29.04] spk_0:
that was very gracious of you to shout out gravity and I wave

[00:20:32.45] spk_1:
No, no, it’s, you know, we’re building something and innovating for the sector together, and I want to make sure that we’re doing what’s best for the sector. And it’s not often I believe it’s kilobit. Often it’s not.

[00:20:44.34] spk_0:
What else besides fundraising could give it? Give us another

[00:21:05.94] spk_1:
that I want to use a really, really out of a non one that’s got nothing to Akila or I wave or sale sports or anything. I want to talk about suicide prevention. Okay, so there’s an organization in the U. S. That’s that. That worked with data scientists to analyze 65 million text messages across which is heartbreaking by the way to think about the 65 million text messages have been sent in around that, I think it’s called the Crisis text line. The crisis.

[00:21:14.58] spk_0:
10 of them. Yeah, they were there, founded by the founder of Do Something.

[00:21:19.70] spk_1:
Maybe maybe? Yeah.

[00:21:48.41] spk_0:
Forget. Oh, my. I’m embarrassed. I forget her name. You know, the I know are your finger is the current CEO of Do Something but Crisis text line. Yeah, they’re they’re data intensive. Yeah, kids. Sorry, young people Azaz do something became and is now well known in data science and Lewis for people like, you know, like, 16 to 25 or something like that. Or maybe 11 2 25 like that. Yeah, yeah, I know. Crisis took Nancy. Nancy. I forget Nancy. Loveland e. I think Nancy Bubbling. We’re talking about the crisis text line.

[00:23:37.24] spk_1:
So crisis text line analysed 65 million text messages on what they were it. So one thing that I learned is that them every minute counts. When you’re talking about suicide, right, the more the quicker you get to the young woman of the young man who struggling that sent the text, the more likely you’re able to help them in time, right? And so what they did is they, You know, the example that I was taught was there’s to exempt to text messages. One. That’s, I don’t know if I could go on. I just want to drive my, um, car off a cliff And the other one is my friend committed suicide. I don’t know how I’m going to get by now. The urgency of those two things is very clear, right? And so, using machine learning, they were able to rank high priority and low priority cases on the high priority cases where they were able. I think there’s something like 50%. They were able to to read out the lower priority ones and get to the high priority ones really quickly. And so something like 90% 90 plus percent of the texts that are high priority as determined by this machine learning algorithm, and that within five minutes they could get to them. They took 65 million text messages, analyze them, built the model that got smarter, that was able to use. Think it’s called natural language processing To say this is high priority. This is lower priority. And because of that, they’re able to save lives. And that’s a really cool example of how our sectors using I Does that make sense?

[00:23:42.96] spk_0:
Yeah, of course. Yeah, uh, again, big data. Um,

[00:24:05.64] spk_1:
yeah, that one was custom built. A lot of other ones don’t have to be right. That one was cost. Okay. Yeah. Um, one of my engineers actually worked on a data science project in his master’s degree where it was using. And I don’t exactly know much about this one using artificial intelligence and machine learning to help people with prosthetics and getting the nerve movements right, because it was tons of data that they were able to crunch. To say, this is supposed to do this. That’s posted batter. You know, he’s 10 times smarter than I am. But the’s air application, some of them are custom like those and others air out of the box like some of the fundraising ones or chat bots. A really big example. Non.

[00:24:26.71] spk_0:
Oh, they are so check box for an example of

[00:24:42.64] spk_1:
what you do is you teach they can be. I don’t know if everybody you know you can Great chatbots. And some of them you can just, you know, kind of sign up for and you give up 50 questions or 50 answers. Right? Then people chat in, and as people talk to the bought, it gets smarter and smarter and more able to recognize which crushing it is an answer appropriately, or that it doesn’t know and categorize them and even suggest what questions you should be answering. That’s an example of artificial intelligence. Okay, okay. And not crazy. Not scary. Not take over the world end humanity. Kind of a I just simple. Yeah, you’ve

[00:25:14.44] spk_0:
reassured us. Oh, yeah. Okay. Those of those who were words worried in the beginning, um, you want your wonder bullets in your description says, uh, talk about how to leverage your skill set new landscape using working side by side with We’re working with artificial intelligence. That’s not fluid. Like it’s another employee working with it yourself. Well,

[00:25:30.52] spk_1:
you know, So I had property.

[00:25:32.58] spk_0:
Well, just know what skill sets are are advantageous.

[00:26:19.38] spk_1:
You know, I’m in the decades I’ve spent in and around the sector. One thing that I’ve learned is the ingenuity and the commitment of our sector is maybe the biggest and most important resource. And I think the commitment and ingenuity to learn and to continue to grow and drop these tools into our work processes is the most important skill, you know. And sometimes myself included, we’re a little bit rigid, and how we think we’re like this is how we’ve done it for 20 years. Why would I change it? But technology is is whether we like it or not a great disrupter. And this tech is not a fat. It’s not going anywhere. So we need Teoh. It’s not. It’s not difficult to learn, but it it does involve us taking a leap of faith or or getting at least out of our discomfort zones or rather, our comfort zones into our discomfort zones and saying this could be part of my work. The second thing is thinking structurally thinking about this as an opportunity rather than a threat, right? And I think that, you know, I’m disappointed to a degree in how our sector has reacted because this tech has been around its not like its 14 months old,

[00:26:54.98] spk_0:
Ondas you said earlier. You know, we’re already taking advantage of it through Amazon products, Absolutely. On Spotify Suggestions are easily see. This is an opportunity, not a threat. Um, but also

[00:26:55.61] spk_1:
like the big one, the big guys air using it hard. Just Rocchi’s universities use it for their endowments. They use this, the little guys, the medium organizations. Now that there’s out of the box solutions and other opportunities, you know, that’s great. Like, let’s let’s embrace them. And let’s have the courage to embrace

[00:27:29.74] spk_0:
them. All right, we’re gonna leave it there, and that’s that’s a perfect way because our audience is small and mid sized nonprofits, 13,000 weekly listeners so wonderful They’re there, right in your sweet spot as well. Thank you very much. All right. Tony Judaism CEO of tequila Kiva dot com Thank you again.

[00:27:31.14] spk_1:
Thanks. Don’t appreciate it.

[00:30:08.47] spk_0:
And thank you for being with tony-martignetti non profit radio coverage of 20 and T. C. We need to take a break. Cougar Mountain software. Their accounting product Denali is built for non profits from the ground up so that you get an application that supports the way you work that has the features you need and the exemplary support that understands you. They have a free 60 day trial on the listener landing page at tony-dot-M.A.-slash-Pursuant. Now time for Tony’s Take Jew Draw another breath. No, the ice age is not coming. You just need to take care of yourself. It’s essential. Things are still screwed up badly, and it takes a toll on you. It may feel like it’s more of a routine. Now it is. In fact, it is more of a routine now. But things are still screwed up, and it’s still impinges on the way the way we work and it and it impacts our minds badly. So please put yourself first at some time each day. Maybe it’s total relaxation. Maybe it’s a vigorous workout. I have been saying pure relaxation, which I do, but maybe that’s not it for you on, By the way, I do work out to I’m not a sloth. I’m not even sure what a sloth is. But I’m not a slug, No, but a slug. I’m not sure what a slug is is, um, you know, I don’t crawl around. Um uh, you know what is? Well, I’m not one of those, um Yeah. No, I’m not. That Whatever it is that takes your mind off, work off disease off everything that’s going on around you around, all of us. What is that? Puts you at peace. Find it? You know what it is, you know, think about it. Just got to make time to do it. You know what it is that puts you in peace? Do it. Take care of yourself. Do it each day. You deserve it. You need it. Please. That is Tony’s. Take two. Now it’s time for impact storytelling. Welcome to tony-martignetti non profit radio coverage of 20 NTC. The 2020 non profit Technology Conference. The conference had to be canceled in Baltimore, but we are persevering by Zoom virtually. We’re sponsored at 20 NTC by Cougar Mountain Software Denali Fund. Is there complete accounting solution made for non profits? Tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial. My guest kicking off Day two of our coverage is Tim San Antonio. He’s director of strategic partnerships at Neon One. Tim, welcome to the show.

[00:30:18.63] spk_2:
Hey, thanks for having me. Thanks.

[00:30:20.35] spk_0:
Thank you. I’m glad we could work this out virtually. And you’re well and safe in the Schenectady area upstate New York. I’m glad.

[00:30:27.75] spk_2:
Yes, yes. And I’m happy that you’re also doing well. Uh, you know, I am finding it. It’s a trying time for everybody, but I’m also inspired by the creativity that I’m seeing as well.

[00:30:56.45] spk_0:
There’s a lot, especially around NTC and and the community commitment to do these virtually whether it’s non profit radio are. Yesterday there was, ah, conference that Ah company called Kilo put together our NTC subset Virtual conference. Kilo did that plugged, and I think they called it. There’s been a lot of community support. We’re resilient. It’s a resilient. It’s a resilient, committed community.

[00:31:27.44] spk_2:
Well, and actually, that’s one of the things that that we kind of kicked into. High gear. Neon one is one of the sponsors of the fundraising effectiveness project. Okay, And so that’s Ah, that’s from it was an outgrowth of the Association of Fundraising Professionals, Anderman Institute, in terms of data analysis, and we actually looked back in terms of like what happened in the last crisis, 7 4000 and eight. And we actually found this is a data set that draws from from neon serum, blue meringue donor perfect some other data providers. So it’s very accurate, especially for, you know, small the midsized organizations.

[00:31:38.32] spk_0:
That’s our audience here

[00:32:27.04] spk_2:
and so, so great. This is this is gonna be relevant because that’s gonna impact us for months, right? Even though we’re talking right now in the midst of the storm, this is not going to go away anytime soon. And what happened in 7 4000 and eight, with the study of about 2400 organizations, is that even when an economic downturn really started to kick in the gear, you know, GDP was dropping and things of that nature donation revenue relatively stayed flat. It didn’t go down that much. Um, and actually small to mid size donations kicked up in the beginning, actually. So? So there is historical precedence. It’s not apples to apples situation, especially with with kind of the social distancing elements here. But, um, if we go back, historically, there is data that shows that we’re resilient. It’s not just kind of like hope is, you know, hope is not a strategy, right? So So you

[00:32:34.58] spk_0:
have. And how about after the, uh what do you have data for what happened after the great recession was over 9 4010

[00:33:03.44] spk_2:
Yeah, things have consistently year over year, especially when you start to look at giving institute data alongside of it, which we help supply for think individual giving. But if you look at foundation data, even corporate social responsibility, things go up. Things have historically been going up. The issues are that donor retention is going down. That’s that’s the problem that the larger pie is going up. There’s more money being put into the sector, but individual donor retention has hysterically been kind of taking downward year over year. And that’s that’s the concern that especially a lot of people have with what’s what’s happening right now.

[00:33:23.83] spk_0:
I know there is a lot of donor attrition. I’ve had lots of guests talk. About 70 75% of first year donors don’t make a gift. Second year,

[00:33:34.04] spk_2:
it’s actually it’s actually a corner pheap. Most recent fundraising effectiveness project data. It’s probably in the eighties at this point when we look at what happened in 2019 and then the fourth quarter report is just about to get announced, so

[00:33:53.24] spk_0:
it’s getting worse than getting a guest. Like I said, 70 75. Yeah, all right.

[00:33:54.84] spk_2:
And ultimately, I mean that touch. Well, let’s let’s try to shift into the positive tone

[00:34:12.06] spk_0:
to the part of what I was gonna shifted into impact storytelling. Which exactly what We’re here to talk about what you were going to talk about MTC. And we’re talking about today standing, standing out in the crowd with impact storytelling. All right, so what do we need to do? Better about

[00:34:53.82] spk_2:
what we need to do to do it? Yeah. So ultimately, there’s kind of a lot of different industry theorists and consultants and other thought leaders, you know, talk about an impact feedback loop in the very simple, simple idea there is. When somebody makes a donation, they’re expecting the here report back on the impact of what was done with that. And then there’s data, you know, from people like Adrian, Sergeant and stuff like that that show that the quicker that you tell an effective story to someone on what was done with the money, then they’re more likely to donate again. And so especially way with donor retention going down for first time donors, storytelling is key to engaging those folks and keeping them coming back,

[00:34:59.33] spk_0:
Would you say as tell a story as soon as possible? Do you mean within 24 hours you have the donation? Here’s where here’s where your money went.

[00:35:07.47] spk_2:
Absolutely absolutely because and now, realistically, because of just how our industry works. And these are things that me on one wants to addresses, is speeding up, getting money into into organizations hands quicker But realistically, like unless it’s like a credit card donation, someone probably isn’t expecting that they’re check where their donor advised fund dispersement or something like that is going to like immediately from day one, like start, start feeding kids or

[00:35:37.67] spk_0:
being in the hands of right right being in the hands of beneficiaries, right?

[00:37:01.52] spk_2:
Just that’s not realistic. So there’s a little bit of, ah of a you know, gap in terms of what donors we’re gonna understand. But they do know that that there’s a rolling trailing basis of impact that should be happening. People should be doing work every single day that you can talk about right and so so the quicker that you can say, Look, this is what the money that you’ve you’ve put toward is going to do, then the better it’s going to be in terms of your retention rates that there’s there’s just concrete analysis and and and precedents for that type of thing. And so when you’re talking about impact storytelling, the thing that you don’t want to do is four people with statistics, right we could talk about, you know, for instance, just even in this conversation, we can talk about all the different things that people are experiencing right now when it comes to Cove in 19 and and things of that nature. But what we’re doing at me on one, for instance, were actually just about to launch a campaign called N Pose. Rise is focus in on concrete tactical examples of what people are doing to get through this. So examples. Let’s think about the arts world, right? You’re really getting hit because a lot of people’s attention are going toward, you know, health and human service is and food distribution and obviously things that are important. But it’s been fascinating to see organizations in the arts and culture world pivot very quickly the virtual, which they’re not very comfortable with in many ways, right like, If you’re if you’re doing a play or a performance to immediately, then go well. I don’t have the crowd in front of May. What Dough? I dio

[00:37:20.24] spk_0:
the only person an actor without an audience.

[00:37:35.71] spk_2:
Exactly. And so So to be able to see examples of that where it’s where it’s like one person, Um, one of my favorite organizations locally here is a small art studio that helps kids and it’s called Create Community Studios. And what their executive director start doing is making videos for kids on how to do art. Right? And that’s the thing where, where she’s not sitting there saying like We’ve had such an impact And here’s that, you know, x amount of number that our revenue has dropped right, like That’s not like those things are important to help supplement. But from an impact standpoint, it’s her face saying this is a way that we’re gonna help you if you want to turn around and support. This is how you can do it. But here’s me giving. This is This is the time that we, as organizations, need to give value as opposed to just kind of like provide value and there’s a difference between, like giving with no expectation of return and then like providing an expecting return. And

[00:38:48.72] spk_0:
there will be there will be a time for the for the ladder. Yes, on bit’s not in the next week or month, but the time will come when, um especially if you’re keeping in touch with your your supporters, your your donors in ways that you’re describing giving ways if you’re keeping in touch, just explaining. And here we are again storytelling, explaining what’s happening without your hand out. Then when that time is right, your donors gonna think 3/4 expect that there’s there’s been a need and, you know, and how can we? How can we be of help?

[00:40:10.37] spk_2:
And there’s there’s concrete in terms of even the psychology of storytelling. Um, uh, it’s interesting in terms of like, there’s been studies done, and we were gonna talk about this in terms of NTC. But But there’s been actual studies done where there’s a difference between, um, basically are you can somebody individually connect with the story that you’re telling because if you tell a story that has too much like it’s to big right, it’s very difficult for us to even think about Cove in 19. On the macro level, right? We hear, like, 200 you know, near 300,000 cases globally. Stuff like that, people kind of tune out. Like, psychologically, there’s there’s been studies that have shown that, like, once you get to, like, really high, big numbers don’t connect this much. And actually, data shows that if you can take the big macro story and then bring it down to here is one individual person or small group of people that have been impacted by this that is when donations actually go up. And so when we were gonna be doing the ah presentation, I was going to focus in on the Syrian crisis because, you hear, you know, refugees. And so you know. And we were gonna actually even show imagery that shows like Think about when you think about the Syrian crisis, what stands out right? And what stands out the images that people remember or not like people in refugee camps. It’s the little boy who lost his life and was washed up right? It’s a little girl who the photographer said, Can you please smile for May and There’s just tears in her eyes, but she is smiling, right? Those are the things that that send chills down people’s spines because it’s just like you and I were having a direct conversation. You know, imagine when you get all the different zoom things, it’s a little bit harder for you to focus in on one like multiple faces in even a meeting or things like that. Where is when you’re having a conversation? You’re building a relationship with someone, and that’s what you’re trying to do virtually as well as when you’re when you’re telling your story. When they’re not actually in the room with you, you know they might be reading a direct mail piece or things of that nature. You want to tell your story where there’s an individual residents because that’s when donations

[00:41:09.27] spk_1:
actually go up.

[00:41:18.81] spk_0:
Yeah, yeah, that’s consistent with what other guests have said. The macro level is just difficult to combat to comprehend. Okay, okay.

[00:41:28.99] spk_2:
And that’s ultimately there’s different strategies that you can do that because you also don’t want to be, especially now seeming opportunistic, right? But

[00:41:29.85] spk_0:
yeah, right. But

[00:41:30.87] spk_1:
it could be

[00:41:41.36] spk_0:
done with sincerity and genuineness and still showing a story revealing an impact without it being you know where your heart on the on your sleeve and with a handout.

[00:41:46.30] spk_2:
Now now is the time for

[00:41:47.89] spk_0:
the line there There was a line you don’t want across it, because then it looks like you’re being opportunistic. And exploiting the Corona virus for the benefit of your non profit

[00:41:57.28] spk_2:
authenticity is what’s going to to help most right now, being vulnerable, being being understanding, you know, like

[00:42:06.60] spk_0:
vulnerable is a good. That’s a good adjective. Yeah,

[00:42:09.31] spk_2:
it is. It is. I mean, and and for me, you know, it’s it’s difficult even on a personal level, because, like right now in the back of my head, I want to focus on you. But then I’m hearing my Children crying, right, And that’s the reality is that if we understand that that’s happening everywhere.

[00:42:25.10] spk_0:
Let’s assure listeners, your wife is home to

[00:42:32.97] spk_2:
my wife is home thing. This is not a Lord of the flies situation. My wife is. I

[00:42:34.16] spk_0:
want people to know. Yes,

[00:43:18.94] spk_2:
yes, so and were trading things off. And she’s an engineer and she has a lot of she’s actually deemed essential by New York state in terms of the work that they’re doing because its data centers that she’s supporting. But at the same time, we want to make sure that our Children are getting, you know, a good continuing an education as much as we can provide them attention. So we’re even picking themes, you know, weekly. So this week’s Dimas is store. It’s fairy tales. So it’s like storytelling, right? So I’m actually even trying to go back to them and and take the concepts that we’re talking about here and and apply that to their own life, right, because they don’t understand what’s happened in their little so. But how can you tell it? In a way, it’s actually purple. It’s going through. This experience is pushing me to be a better storyteller.

[00:44:22.45] spk_0:
Time for our last break turn to communications. They’re former journalists so that you get help getting your message through. It is possible to be heard through the Corona virus cacophony. Plus, you want to prepare to build media relationships when the din subsides. Didn’t I love that others with over dinner? It’s just just quick, then in in and at dinner, and it’s just a great word you use the word din. So when they didn’t subsides, you want to be ready to build those media relationships. They know exactly what to do. Let’s turn to. But we may. My, uh, didn’t die. Aggression may have forgotten We’re talking about turned to communications there at turn hyphen two dot ceo. Near the end of this segment, Tim talks about an April 16th virtual conference on giving events. Dream Big Virtual conference Forgiving Day hosts Tow. Watch the recorded conference. Email him Tim at neon one dot com. We’ve got but loads more time for impact storytelling.

[00:45:05.66] spk_2:
But everybody’s going through this right. It’s this weird young in collective consciousness that we’re all experiencing and and it’s global. And and And what’s fascinating is that we didn’t have this back in 1918 when you know they influenza situation hit right. Same elements happening there, but we didn’t have all the technology toe help us connect. I don’t know if tony have you seen the mean where it’s like before cove it and it shows everybody just staring at their phone. And then it’s those after Koven is like everybody’s outside. That’s pretty good. It’s pretty good social distance, though 16th

[00:45:18.99] spk_0:
in the meantime. What what advice do you have for, Ah, communicating with your institutional funders now and over the next Over the coming months, Way just talked about individual keeping in touch with individual donors. What if you’ve got a grants relationship pre existing? They’ve been funding you. How do you keep in touch with those folks? Is anything different? I mean, I would say institutional funders are made of people. Yeah, but you may have different advice for keeping in touch with whether it’s corporate supporters or private foundation.

[00:46:50.58] spk_2:
So and kind of the approach that neon one takes is that that we lean on people with subject matter, expertise and technical expertise because we don’t do everything right. And so what I’ve learned from Flux, which was gonna present with us for the NTC panel, is they focus on Ford Foundation like that’s their client base. So it’s all like private foundations and other institutional partners. And what they’re finding is that, um, one funders air stepping up. There’s a running list of emergency relief funds that we’re seeing because neon one actually does a lot of giving days, for instance, right. And so giving events by community foundations, private foundations or establishing relief funds Giving events are actually having dedicated relief funds and pages for these types of things. And so this is a time to basically don’t shirk away from being honest if you’re in pain. Um, if your organization is experiencing, um, you know, there’s a lot of things when it comes to rent. There’s a lot of things when it comes to paying employees insurance. Um, check what general operational support that you can like ask about general operational support for your institution,

[00:46:56.54] spk_0:
maybe even converting an existing grand from something project of programmatic to general operating.

[00:47:44.38] spk_2:
Yeah, don’t don’t. I was I got my start as a grant writer, tony, and that was like the first job that I had in the non profit space. And, uh, and this is not the time to focus on non restricted giving That has nothing to do with the immediate needs that your organization needs to distribute. You know, um and so being honest about that and also being prepared to to have difficult conversations around your budget is going to be key to talking to any of these. I will say on the corporate social responsibility side. It’s gonna I think I personally think it’s going to take a bit for that to recover. Now. I did check with our partners over a double the donation, and I said, Have you heard anything about corporations dropping their matching gift programs during this time? No, they have not. So we don’t need to panic. I’m actually seeing more matching gift elements come up, so I definitely lean into those. But you’re probably not gonna be getting a lot of ah, gala sponsorships at this point. Realistically,

[00:48:08.82] spk_0:
double the donation. Is that that Adam Adam What? What’s his last name? He was I’ve had him on the show.

[00:48:11.89] spk_2:
Why here? I think.

[00:48:12.95] spk_0:
Why, wegner? Wine, wine? Yeah,

[00:48:20.86] spk_2:
like that. He’s going todo while he’s actually one of the nicest people I’ve ever met. So he’ll be like, Oh, no, this is a supposed to me. You know, Santonio? No, that’s That’s how you say, Uh, yeah, Adam’s. Adam’s great. The team over there is is really great. And actually, Cougar Mountain is neon one part or two. So I’m pretty excited that they’re they’re sponsoring this.

[00:48:34.91] spk_0:
Oh, excellent. Yes. There are sponsors 20 NTC. We’re gonna have a booth together. Uh, we’re gonna We’re gonna be in double Booth 10 by 20 together.

[00:48:54.47] spk_2:
Yeah. So let let’s go. Actually, let me Let me ask you this. What do you think? The Post Cove it conference world is going to be like, Well, there are for ourselves,

[00:49:45.37] spk_0:
Coated. What? I mean, what do you mean, like next year? Yeah, I think there’s gonna be. I think there’s gonna be double the investment in 21 D. C or near double that. There was in 20 and D. C. Yeah. Um, and I some of that is that’s not just my thinking. Some of that is actually quantifiable because I have talked to any sample ward yesterday. You know, then 10 0 yeah. She is a regular contributor on the show she’s on each month. She’s great looking about technology, but on dhe, she’s been on with the show for years, so I know her very well. She said there were. She didn’t know why, but some of the major exhibitors and sponsors had had near double there. Their their support from 2019 to 2020. They were seeing big, some record numbers in sponsorships and support. Um,

[00:49:46.26] spk_2:
between We were gonna have a double booth, and actually

[00:49:48.42] spk_0:
you were going to Okay, that’s that. That was among a lot of the big sponsors, so it made cancellation that much more difficult.

[00:49:56.37] spk_2:
I know. It’s like what, like, 60% of their revenue was anti

[00:49:59.93] spk_0:
62 to be exact. Yeah, to pretend the revenue is that conference.

[00:50:03.82] spk_2:
Well, they definitely they do have a support fund. I’ve donated to it. For instance, in terms of the even, though my stuff would be covered by neon one. I I personally, uh, made a donation. So folks want to support NTC. I would say this is a good time to

[00:50:30.59] spk_0:
radio. Yes, I’ve done the same thing. I made a pledge by April 30th. Yeah, yeah, and 10 dot org’s, but in terms of Well, that s so I just know NTC. I think 21 in D. C is gonna be a blowout. I think I think it’s a mistake. If you don’t exhibit in 21 d c e. I wouldn’t be surprised if they pushed 3000 people where their usual is 24 2500. What

[00:50:44.86] spk_2:
I do see happening is supplement, Terry. Virtual events being spun up. So, virtual conferences. We It’s interesting. We actually

[00:50:52.02] spk_0:
amorphous gave that. I am I narrowed down to one. I only know in D C. You’re able to look global. Uh, all right, well, that’s why that’s why we’re picking your brain, you

[00:50:57.17] spk_2:
know? And that’s part of my job is to pay attention,

[00:51:03.84] spk_0:
wegner. Thank you. All right. Despite its strategic sponsorships, I’m a little leak in fundraising Consultant in podcaster.

[00:51:06.93] spk_2:
But I love it. I love the podcast, tony, Thank you into every year.

[00:51:19.82] spk_0:
Yes, Podcasts have a place, especially now. But, you know, I’ve been at this for 10 years. July is gonna be our 500 show, so you should jump on the sponsorship bandwagon and

[00:51:19.97] spk_2:
I’ll talk to marketing. I’ll talk to talk to our marketing.

[00:51:26.30] spk_0:
Okay. Um yeah. Cougar Mountain is already on. Um okay, so that go back to what you were saying? What you expect to see we’re

[00:53:39.84] spk_2:
going to see more. So a MP, for instance, they they’ve created So NTC has done community submission. So, you know, for instance, Dion, one is doing ah, Siris of Webinars and things of that nature specific. Teoh Cove in 19. Um, you know, virtual events, virtual galas, that type of situation. We have some interesting things around, live streaming with our partners That tilt if I, for instance, you know, silent auctions with click bid, Um, on then all of this needing to go back to a database of records so you can cultivate that relationship. But it’s also interesting to see what a f P has done, which is that they association fundraising professionals. Basically, that was going to back to back Ah, this week. So, you know, my wife was gonna hate the the fact that, um, you know, I was gonna be gone for a week, But be careful what you wish for, I guess in terms of my wife, um So if he’s done a full virtual conference and I think we’re going to see more and more of those supplementary things because even if you can get thousands of people in one space, which we will, that will happen again once once, you know it’s going to take months, but it’s gonna happen. I do still think from an equity standpoint that virtual conferences are, uh, are going to start popping up mawr as Look, you can’t make the physical thing, then come to our virtual conference. And I think we’re going to see more and more of that not only from an equity standpoint, inaccessibility standpoint, but just because it’s good business as well. Um, I mean, we’re spitting up our first virtual conference, and we actually planned it months before any of this happened. But, um uh, you know, it’s in April, April 16th and it’s gonna be on giving events, you know, 1st 1st virtual conference ever on forgiving event hosts. You know, if you want to run a giving day for your college, for your community, um, you know, we said, Hey, let’s start now, do it. But we had to shift the tone. You know, we had to shift some of the sessions, obviously. Ah, but what What’s actually encouraging is the data that we’re seeing is that we’re seeing massive spikes in people starting to pre pre donate or donate forgiving events. So the idea of giving vent think like giving Tuesday, right? Everybody goes to one site they donate to the community. We’re actually seeing a lot of this stuff go up very encouraging numbers when it comes to online donations popping up

[00:53:53.58] spk_0:
before before the actual day.

[00:53:55.61] spk_2:
Yes, yeah, so we’ve we’ve opened up the days Ah Teoh do early registration and stuff like that because And actually, what’s interesting is that Arizona gives, for instance, which is, I think, April 11th this year they had about 720 organizations log on and register for the platform there, almost 1000 at this point. So more and more non profits are saying you know what we want. We want to invest in and work with our community, and that’s it’s a rising tides situation. So giving events, if there’s one in your community join it doesn’t matter if it’s neon one or whatever, just do it because it’s gonna get a lot more attention this year

[00:54:33.60] spk_0:
and we gotta wrap up so I could stay on schedule. Let’s give a shout out to your what do you have coming up in April and where, where people go to find out about on April what 16th?

[00:54:41.44] spk_2:
Yes, April 16th and we have a ton of resource is that we’re rolling out over the course of the next few weeks, including Ah, you know, just go tony on one dot com and we’re gonna have a dedicated page just for all of some rapid response resource is to get funds into nonprofits hands quicker. That is what we need right now because then they can tell their story better. So that’s what we’re gonna be doing.

[00:55:08.39] spk_0:
I want to compliment you on being coordinated between your T shirt and that portrait on your say that is that portrait on the wall in red and black

[00:55:11.22] spk_2:
that is shaken Avara

[00:57:15.85] spk_0:
of our Congratulations on your coordination. Thank you. He’s Tim San Antonio director, Strategic partnerships at Neon one. Thank you very much, Tim. Thank you. And thank you for being with tony-martignetti non profit radio coverage of 20 NTC, as we mentioned. Sponsored at 20 NTC by Cougar Math and Software Denali Fund. Is there complete accounting solution? Thank you for that Thumbs up. All right. Made for non profits made for non profits. It’s great. Tony-dot-M.A.-slash-Pursuant Mountain for 40 free 60 day trial. Thanks so much reading with us next week. Lawrence Paige No Ni returns with his new book, Fundraising 401 I wonder if he’s inspired by Fahrenheit 911 and I still wish you would pronounce his name Panyu. Tony, I have not forgotten that if you missed any part of today’s show, I beseech you, find it on tony-martignetti dot com. I’m gonna challenge him with that Panyu tony. Maybe I don’t have done that before, but he can count on it again were sponsored by wegner-C.P.As guiding you beyond the numbers. Wegner-C.P.As dot com by Cougar Mountain Software Denali Fund Is there complete accounting solution made for nonprofits tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial and by turned to communications, PR and content for you non for non profits. Your story is their mission. Turn hyphen two dot ceo Ah, creative producer is clear, Meyerhoff. I did the post production Sam Liebowitz managed extremely shows Social Media is by Susan Chavez Mark Silverman is our Web guy and this music is by Scots. They’re with me next week for non profit radio big non profit ideas for the other 95% Go out and be great talking alternative radio 24 hours a day.