Tag Archives: Tech Impact

Nonprofit Radio for November 9, 2020: How To Work In Uncertainty & Low-Cost Fundraising Software

My Guests:

Gail Bower & Karen Eber Davis: How To Work In Uncertainty

A June study of nonprofits has lessons for now and our future. The election may be settled, but there are unknowns afoot: reaction to the election; the pandemic; a divided federal government; federal stimulus; racial reckoning; climate change. The study’s co-authors shepherd us. They’re Gail Bower at Bower & Co. Consulting LLC and Karen Eber Davis at Karen Eber Davis Consulting.

 

 

 

 

 

Chris Bernard & Amadie Hart: Low-Cost Fundraising Software

 

Chris Bernard and Amadie Hart, the co-authors of Tech Impact’s new software selection guide, talk us through: What these systems offer; how to compare them; and how to select the best one for your needs. Chris is from Tech Impact and Amadie is at Hart Strategic Marketing.

 

 

 

 

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[00:03:18.74] 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. By the time you hear this, the election will be settled. It damn well better be. I hope you were okay. Going through it. I was immersed in the horse race and probably too much, which means I still am as I’m recording. But by the time you’re listening, it looks like it’ll be over. I hope we’re both OK. Be sure to take care of yourself, please. And others, I will do the same. Let’s each be understanding of what we and those around us have been through. It’s been a crisis, a trauma, and it’s time to start healing. I know there’s a lot of work and a long journey ahead. No doubt if we each take care of ourselves and have compassion for others, we’ll be starting that journey on the right foot. Let’s get started together. Is non profit radio still your favorite abdominal podcast? I just love that word. Why say weekly? When you can say abdominal, force your friends into the dictionary, I’ll start a campaign to replace the word weekly maybe not. No campaigns for a while. Oh, I’m extra glad you’re with me. I get slapped with a diagnosis of politico phobia. If you lobbied me with the idea of missing today’s show How Toe Work in Uncertainty. A June study of nonprofits has lessons for now and our future. The election may be settled, but there are unknowns afoot. The pandemic reaction to the election, a divided federal government, federal stimulus, racial reckoning, climate change. Need I continue. The study’s co authors shepherd us there, Gail Bauer and Karen Ebert Davis and low cost fundraising software guide Chris Bernard and Amidi Heart. The co authors of Tech Impacts New Software Selection Guide. Talk us through what these systems offer, how to compare them and how to select the best one for your needs. So stop asking, what’s the best system? Although I did Antonis take two. My November webinar were sponsored by turn to communications, PR and content For nonprofits, your story is their mission. Turn hyphen two dot c o and by dot drives Prospect to donor simplified tony-dot-M.A.-slash-Pursuant for a free demo and a free month here is had a work in uncertainty. It’s my pleasure to welcome Gail Bauer and Karen Ebert Davis to non profit radio. They are co authors of the study. What’s Really happening with non profit revenue? They’ll. Bauer is founder and president of Bauer and Co. Consulting LLC, a revenue strategy firm that helps nonprofits become self sufficient by developing reliable sources of revenue. Trained as a futurist, she studies where society is headed and what trends may impact her clients. Businesses Gail is author of the book How to Jump Start Your Sponsorship Strategy. In Tough Times, She’s at gale Bauer dot com and at Gale Bauer. Welcome, girl.

[00:03:47.14] spk_2:
Thank you. Hi, tony. Good

[00:03:48.39] spk_0:
to have you back. Thank you. Karen Ybor Davis and her firm, Karen Bieber, Davis Consulting Guide Organizations To discover propulsion tools to grow their profits and performance. She helps clients create dynamic partnerships and make an extraordinary impact. Her book is Let’s raise non profit Million’s Together. She’s at k e d. Consult dot com Karen, welcome to the show.

[00:04:14.26] spk_1:
Thank you, tony. It’s wonderful to be here.

[00:04:16.34] spk_0:
Pleasure. Pleasure. Have you both? Um, whoever wants to start, I don’t know with, uh, introducing the study and and a little about your timing and methodology. Who’s best?

[00:05:11.64] spk_1:
Karen. Go ahead. Sure about March this year we were looking at concerns and issues in the sector. Gail and I have been working together on different projects serving the sector for two years, and we realized that things were happening so rapidly. We didn’t really have a good handle on it, and we couldn’t go to meetings and meet someone and find out what was going on. So we said, Let’s go ask them questions And so we created this survey really curious about what was happening with individual income streams. There was this blatant, um, pictures of information and that things were just shutting down. All income was off and that yet that’s fine. But what was really happening? And from that, we put the survey out asking about individual income streams and what was happening. And the data was not surprising. About 125 people responded, but was fascinating to us, where the comments people made in the questions that were not multiple choices and that’s where we really have been still mining a lot of interesting things when I looked at it again, fresh, there’s new fresh things to see even though this data was collected in June.

[00:05:41.74] spk_0:
Okay? And Gail So I see. Ah, throughput of this is really the uncertainty that people were facing in. Well, you published in June. So I Karen, you said you were surveying what? I guess March, April May. I’m

[00:05:58.25] spk_1:
sorry. We surveyed in June, and then we came out in July.

[00:06:24.14] spk_0:
Okay, I see. So June, still early in the pandemic, Dale. Um, but uncertainty remains. And and now we’ve Now we’ve added the election to the pandemic and economic uncertainty and social justice upheaval. Uh, there’ve been more murders of black folks at the hands of police. So there’s Yeah. Uncertainty.

[00:06:25.31] spk_2:
Yeah, lots of uncertainty. When will there be a vaccine? When can we all get together again, et cetera, And all the other topics and all the, you know, all the details and sub issues of all of those that that still remain in our culture. So, yes, there’s a lot of uncertainty. There’s frankly, always a lot of uncertainty, but right now it’s at a fever pitch and times

[00:06:48.26] spk_0:
times five or six.

[00:08:45.54] spk_2:
Yeah, Exactly. And things were just shifting and changing so rapidly. It is really hard to get a handle on things. So I think one of the big differences between then and now when people completed the study and now is the biggest worry was Oh, my gosh, the pandemic. What does this really mean for us? You know, back in the beginning, you may recall people are thinking and we’ll be out of the office for two weeks and we’ll come right back. Well, now we know it’s gonna be more like a year and a half or so, um, we don’t really know. So now we’ve started to see people sort of settle in and and know that they have to continue operating. They can’t just stop. They have to continue operating, um, in the face of uncertainty. And so we’re starting to see people, you know, really? Take, I I would say one of three pathways count. I’m curious to see what you are seeing. And and tony, I’m sure you have an interesting perspective as well. But I think there are some people that have, uh, strategies from before that still have some merit. They might have had to update them or makes, um, you know, course corrections, but they’re still going strong with what? They’re what they’re doing. Um, some people and I’m talking about, in particular with revenue. Um, some people have had to make wholesale change, for example, organizations that are really dependent on in person revenue, like like concerts and, you know, performances and Gallas and things like that. It’s very difficult to be in in, you know, together and digital works to an extent. And then there are people that are really scrambling to figure out how they’re going to shift their revenue. Ah, lot of times, many of these, maybe your listeners, they run smaller organizations who may not have their footing. Yet they may not have developed repeatable, reliable revenue, which is really one of the hallmarks of being an unsustainable position. And so so this. This is a group that has to be really deliberate and thoughtful about their business model to make sure that they’re being creative. And they’re being thoughtful about the revenue sources that they developed. But they make sure that they understand how their business model functions so they take on the right

[00:09:15.84] spk_0:
forms of revenue. And Karen, I guess these these three sort of cohorts, maybe our sets of of of leaders, uh, emerged from those narrative comments that you were talking about.

[00:10:42.04] spk_1:
Well, we really saw that 0.3 kind of leaders, people who were still in a panic mode like Oh my gosh, and just kind of like whining. And it’s difficult in a survey because you’re taking a survey in any 15 minutes and you might have just had disastrous news. And so a little whining would be natural, appropriate, but the collection of the information and then there was these people who are kind of in this phase. We’re, like, really factual. This is is the tires of my car all flat? What am I going to do to fix it? And then this third group that was moving what we call the solving cells they were already moving into some like, Let’s try this. Let’s try that. So the e think in some ways we’re all we’re all those places, depending on what’s happening, we move through some of that, um, post election. Maybe we thought we were gonna have a plan, and all of a sudden it’s like, Oh, my gosh, how did this happen? Or where we at on Dhe then was like. Okay, now, this is what is what do I do with it? So it’s a begins to be a resilience model. The challenge is, is if you get stuck in any of those places if if you are just, you know, totally in the fax, we can’t operate. We can’t do it. We can’t that that’s a challenge, because you’re not gonna You’re not gonna make it. You’ve got to find some way to try to survive. You may not make it anyway, but trying something that makes logical sense, um is, I think, imperative.

[00:11:07.04] spk_0:
Alright. And that’s ideal for kicking us off with. With the last 25 or 30% of your your study is devoted to what? You know, how do we go forward? What? What’s the value of this info for your organizations? And by the way, let’s shout out where folks can get a copy of the study. Where is that? Karen? Okay, I’ll tell you what. I’m gonna talk to Karen. So, Gail, why don’t you look that up? That’s okay. Yeah, well, we want folks to be able to get this because we waken, uh, take off some of the stuff that I would like most to talk about, but there’s a lot more in the report. So, Karen, um, you the first thing you suggest is taking care of yourself, taking care of your organization. I’ve had other guests say the same thing, but it merits, you know, self care, organizational care. What, your ideas there.

[00:11:43.34] spk_1:
And And I would say part of that self care is recognizing you need more thinking time thinking

[00:11:44.10] spk_0:
is thinking is highly underrated. Yeah, terribly underrated thinking. Thinking is valuable,

[00:12:41.14] spk_1:
amazing and and define the place in time to say I am not gonna put out a fire for the next hour or whatever it takes. And I want to think about what it feels like. Maybe in six months. One of the re reading of some of the data is we were in June. We were so much right now. We were so much in the present. This is happening now and there was no there was no discussion of the election in June. There was no discussion off what the new year would bring, what we’ll be doing in 2021 that was six months away. Not all of us are into the future. But some of us should have been talking about it. So that ability to self care to take some time to think as well as toe recognize no one has been on this path before. No one has the answers. You don’t either. But you know your organization best and prioritize your brilliance about that.

[00:13:17.14] spk_0:
Okay? And organization Care to taking care of those who work with you for you, above you. Below you, you know? E feel like because it z things are so uncertain. Way need to take care of. We do need to take care of each other. You know, we have to go beyond the normal for some nurturing for some listening for some empathy, compassion. I feel I’m doing that. And I feel it in others to, you know, more. More more questions about How are you doing? How are you doing? You know, not just how are you? Like we used to Do you know before March? How you doing? You know, everything’s fine. Yeah, I’m good. Yeah. Yeah, more. I mean, there’s there’s more depth to that and and, you know, and beyond.

[00:13:38.84] spk_1:
Yeah, and in some ways, we have time we’re no longer running. We’re no longer commuting. Most of us are many of us. We are no longer running. Two meetings across town toe have lunch as a networking meeting. That would take three hours our day. And so we’re working more hours. There was an article in the Wall Street Journal this last week mentioning how many more hours people are working and it’s going to work on dhe yet we still have family obligations. So taking care of the people. Your staff, um, is really critical. I’m working with a group of CEOs, and the conversation they wanna have next is how to keep your non profit staff saying in the midst of a pandemic. So how do you help a staff member who has childcare full time at home?

[00:14:32.14] spk_0:
So, yeah, we need to be good to each other and understanding. Empathic compassionate. Yeah. Um, So, Gail, I didn’t mean to be the directive male testosterone burdening. But when I said look this up for you know? So, yeah, you give you homework while I was talking to Karen s. Oh, where can we find this study?

[00:14:36.54] spk_2:
I made a quick, short length. That’s not even that short but tiny u r l dot com forward slash revenue study results

[00:14:44.94] spk_0:
Okay, so it one more time,

[00:14:52.70] spk_2:
I put it in the chat box here to revenue a tiny URL dot com slash revenue study results.

[00:15:31.54] spk_0:
It’s time for a break. Turn to communications. They help you build relationships with journalists because of our relationship started and nurtured by turn to the New York community. Trust got to features in The Wall Street Journal. That’s the value of the pre existing relationships Turn to specializes in working with nonprofits. One of the partners, Peter Pan, a Pento, used to be an editor at The Chronicle of Philanthropy. The return hyphen two dot ceo Now back to how to work in uncertainty You’re you have ideas about revamping strategy.

[00:18:47.54] spk_2:
Yeah, well, so as I was starting to say, with with your business model, a lot of organizations are continuing with revenue forms that they had in this study. We found, um, interestingly, some conflicting information. Whereas some respondents found that individual giving was decreased, uh, or they expected it to decrease over time. Another group found that that was their shining light, that it was the form of revenue that was going to increase eso, you know? So I guess it’s sort of just depends where people are in their life cycles and where they are in their strategies and so on and so forth. But one of the hallmark mindsets that we saw that came from this are, as Karen said, the ones who had moved along the scale of resilience and who were taking a very positive mindset. Who were they believed all out in their mission and in their abilities to get the word out about their mission and all the, you know, all the good work that their organizations were doing and to think really creatively about how to move forward. And so, in thinking about a new organizations business model A Z, I mentioned earlier organizations need to be thinking about what forms of revenue have the most staying power now. And how might they want to expand the revenue? What other you know, are there other sources that could be coming into the fold? But they have to do it again very thoughtfully for, uh, for how the organization works. So a business model is not just revenue that comes in and expenses that go out. That’s a budget. Ah, business model is actually the system about how you know how the business side of your organization actually operates. So, for example, um, corporate sponsorship is a big piece of my expertise, and people call me all the time with questions about sponsorship and getting some help with that. And I’m always listening for the right conditions that are going to help them create success. And I try to guide people when I’m hearing conditions that won’t be successful. So, for example, every business model has some key activities key relationships that are important for success. Sponsorship, for example, requires an active marketing operation, a strategy, a set of operations, an audience to be successful. It requires staff and organizational competence, because if you don’t have anyone that can actually go out and talk to a corporation and you know, initiate relationships to develop them, then you know you’re not gonna have success there. And so it sounds like a pretty obvious peace. But, uh, you know, organizations are under a lot of pressure from the board members. Let’s try this. Let’s try that Somebody that I spoke to recently said Oh, well, you know, our board member thinks we oughta have sponsorship. And when we talked further, three organization doesn’t really have a marketing push. Uh, it’s maybe not even appropriate that they would have a consumer market being pushed. They certainly don’t have events that would be viable. Sources of revenue and the work that they do. It was very intimate, very personal. And so I just said to her, I’m not really sure that sponsorship is the right fit for you. She was relieved. She was relieved to hear that, because now her brain is freed up and she can focus on revenue sources that are gonna be the right fit. So we are all four. And Karen, I’m sure you would echo this. We’re all for people being creative. But don’t spend your wheels on creativity where you know, you have roadblocks right in front of you. So you have to really make sure that your business model is the right fit for any form of revenue that you’re gonna pursue

[00:19:22.57] spk_0:
anything you wanna add. Thio?

[00:19:26.94] spk_1:
Yeah. Tell on opposite story. Because because it really depends on who you are and what kind of value you could bring to the market. So looking for your revenue in terms of what is our value, how can we bring it? Who needs that value? One of the woman people I work with, who is the CEO? They had been doing a lot of educational events, and we see the little bit of sponsorship well, their their revenue for those has just gone up tremendously. They recognize that the rate is a medical related thing. That the doctors who people who are promoting different health cures and their industry could no longer reach patients directly except through them. And so their ability to capitalize on that restriction inside of doctors offices like payday for them on dhe, they’ve taken advantage of it. So what may not be your neighbor friends? Non profit solution may indeed be your solution, and that’s matching that value that you have. And now maybe you can see new value with the value of what people are seeking and making those connections.

[00:20:32.10] spk_2:
That’s a good point, I think, to some of the other issues that you mentioned tony. So the racial justice issues, for example, that’s another, uh, that’s another, uh, point of leverage because obviously many nonprofit organizations are really devoted to racial justice issues, you know? Well, even before the incidents, the death of George Floyd this summer and, um, organizations that may not have had that as strongly on the radar certainly are more interested in that now. And that is a point of overlap with the corporate sector. We’re all saying that this is a really important issue. So there may be opportunities to have work funded or to expand audiences in the and in the, you know, in the colors of community. Ah, commune communities of color. Eso that people more people are being attracted to these missions and corporate sponsors. Sponsors can benefit from that as well, and can help, you know, joined the cause

[00:21:51.24] spk_0:
again. Let’s stay with you for your next idea is just basically keep. Just keep asking. Uh, including for for requests, planned gifts, But keep on asking your folks for for support,

[00:21:53.04] spk_2:
right? So, yeah, I mean, Mawr and more organizations are, you know, communicating with donors and communicating with supporters throughout the year. And, um, you know, there there has to be ah, lot of emotional mo mentum without causing donor fatigue at the same time. So these regular opportunities to be in touch with donors and to be, um, you know, engaging them in the mission, engaging them emotionally. And what’s happening, um, is what’s gonna really help bring that donor to the fold? An

[00:22:30.45] spk_0:
individual individual generosity was something that you highlight in the in. Early reports of the survey, as as a shining moment, are shining experience for a lot of non profits that their donors have come through for them. But of course, you got to keep asking so that give them the opportunity to come through for you.

[00:23:59.24] spk_2:
Yeah, I think a lot of ah lot of organizations in the beginning, uh, sort of panicked, not seeing where their mission fit in the big scheme of the pandemic on I know, I had several conversations like this with executive directors and leaders and the nonprofit sector that, you know, we need organizations of all stripes. Right now, we still need the full panoply, the full infrastructure of non profit service’s to help, you know, continue making our society better because, you know, there is such a ripple effect from all of these issues, from racial injustice from the pandemic and, you know, health care disparities and so on and so forth. So we need all the non profit infrastructure justice importantly and therefore non profits have an opportunity to really update and update their messaging update the ways that they’re talking about some of these really topical issues and how their cause their mission is to attack or solve a certain portion of it and keep their organization in the spotlight. So it’s really important for this regular communication at the same time, while acknowledging that some people may not have the means to give at this time because, you know, we do have a you know, a problem with the recession. At the same time,

[00:24:07.81] spk_0:
you need to be understanding but still straightforward about what your needs are. Yeah, not not humble about it. Yeah, Karen, let’s go back to you for looking at risks. Uh, this it’s It’s sort of running through what we’ve been talking about a little bit, but just make it explicit, you know, looking at risks to potential revenue.

[00:24:27.44] spk_1:
Absolutely. I think everyone woke up and realized that their earned revenue wasn’t a sure thing was it was one of the first biggest learnings. Um, but they’re also going back to the donors that that donors were like the heroes of this because they showed you people loved you. Um, one of the useful things your listeners conduce oh, is to write down all the things that are worrying them and look at the ones that they really can control. Um, you know, they cannot control um, when we get the vaccine. I don’t think unless they’re variant vaccines on dhe, they can control a lot of things they can’t control when it will really be there. Special. Most favorite people will come out and come to their meetings again. We don’t know, but they can control how often they talked to those donors and what they offer them bring them and share and how they provide that value. So getting out and saying, My gosh, this whole list of things, it’s like, Oh, my gosh, it’s so scary. Well, a number of those you can’t do anything about, but the ones that you can are the ones you can focus on and and and getting real clear where you have leverage with your time and energy and effort, and then really, in terms of your revenue.

[00:25:31.54] spk_0:
Now, that’s excellent. You know, Look, focus on what you can control and, you know, obsessed privately about that which you can’t. But you’re you’re non profit. Needs not to be going down the path of, you know, What are we gonna do about when the vaccine comes out? You know, our Yeah, exactly. Exactly. All right. Um, let’s stay with you for a digital You. I think a lot of non profit have already figured out some of this, but there’s There may be more work to be done around enhancing your digital, um presents skills.

[00:26:04.74] spk_1:
Yeah. Yeah. Digital is gonna be with us. We are not going back. You know, I just don’t think every board’s gonna ever meet every time at once a month in person again, I think we’re gonna have selective. So we’re gonna have a hybrid world. And so we all need to have some growth in digital skills. And it’s well worth watching the zoom videos and getting getting up to date on those and getting some skills because you need to figure out how to do breakout rooms and poles and all those things. But that aside, digital is becoming one of the heroes of this experience to people are having events that were for their local people who could come in for the evening and comfort event. And all of a sudden, the people who are coming to events, it’s much larger in his national or statewide. And who knew that I was doing in Miami biz? Um, conference last week? And we have people from all over the state of Florida, and I’m thinking, Oh, it’s not Miami biz anymore. It’s statewide, And what does that mean? And who are you? And if you’re really good at digital, maybe that’s your revenue opportunity.

[00:27:06.74] spk_0:
Yeah, your events are no longer constrained by where you’re gonna host, huh? Where you’re going to rent a hotel ballroom or or by where your offices

[00:27:15.44] spk_1:
and your ticket prices might be very different.

[00:27:21.89] spk_0:
Yes, right, right. All right, Gail. Anything you want to add? Thio Digital Digital presence.

[00:27:39.49] spk_2:
Well, I just think that helping people focus on expanding their capabilities. Uh, and seeing you know, people may feel flummoxed about digital skills. Uh, e think I

[00:27:41.23] spk_1:
think you

[00:27:41.57] spk_4:
have been

[00:27:41.84] spk_2:
out to two ways e Karen around Karen. And

[00:27:46.75] spk_0:
don’t just pick your co authors. Pronunciation. Karen, you talk breaker.

[00:27:50.40] spk_1:
I know what she met.

[00:28:09.07] spk_0:
Okay, Perfect. Middle of the road. All right, I get about what part of the country are you in? Maybe that Z in Philadelphia. I’m from New York, New Jersey. I mean, I live in North Carolina now, but now, so that’s not the explanation. Yeah.

[00:28:09.77] spk_2:
Anyway, yeah, So people might be stumped about about gaining digital skills, But But if people could start to see that as an opportunity, I’m really an optimistic person. So trying to see some of these new changes in our world as positive as you know, new ways to communicate with people and that there are, you know, so many people figuring these technical, you know, technical skills out or these thes new capabilities out. So the goal might be, um, learning how to have new capabilities for the organization and continuing to expand resilience so that when you emerge from this period, whatever it is, however long it is, you’re stronger in that you have new capabilities. You’ve learned new ways to hold events or you learned new ways to market to people. I’m working with a client, right? now on really subsea financially expanding the way that they attract new people to the organization using all kinds of digital skills. And it’s really been fun. It builds on things that I already knew how to dio that they were sort of new to. But we’re all learning new things together about how toe how toe communicate with people when we can’t see them with limited budgets so that their organization can continue to grow The same organization also, um, expand. Like many organizations turned their in person event into a virtual one wants to have their virtual event in person next year. But they thought that there’s so much value about their virtual event that they’re going t o continue doing it. But for a very specific audience that may have less access to the in person one because of costs And

[00:29:56.41] spk_0:
probably so they have a digital component with camera camera, too, and live streaming

[00:30:02.64] spk_2:
exactly, exactly and and all kinds of other capabilities. So so it really you know, while this might be a difficult time and they’re all exhausted and they’re working so hard and doing so much, but by the time and there’s some other changes that we made digitally to that that we just realized. Yes, you’re like, Oh, my gosh, We’re gonna have all this new data. So? So making these commitments and these steps and he’s taking these actions now is gonna pay off later. So it’s, you know, we’re all slogging through and trying to find moments of joy through through this, you know, challenging time for everybody, but hopefully will all emerge stronger and with new capabilities and more resilient in the long run. And that’s the That’s the eye on the prize right now.

[00:30:48.84] spk_0:
Okay? No, Gale, you’re trained, is a futurist, and we’re recording on Wednesday, November 4th. So who’s gonna win the election?

[00:30:57.29] spk_2:
Futurist? The first thing futures learn is you don’t make predictions, okay? Yeah, exactly, But we

[00:31:06.02] spk_0:
already within the next. It’ll

[00:31:07.40] spk_1:
be a white male. What

[00:31:10.38] spk_0:
do you say?

[00:31:10.70] spk_1:
Yeah, it will be a white male

[00:31:12.43] spk_0:
male. Yeah,

[00:31:13.18] spk_2:
in their seventies. Yeah, hopefully

[00:31:18.24] spk_0:
the vice president will not be, um eso eso futurist. You don’t want to touch like the next 18 months. You have to go 18 months and out. Is that Is that like you have a boundary beyond within which you will not. Well, some some awareness or understanding off.

[00:31:36.84] spk_2:
Yeah, different futures focus on different time horizons. There’s some some futures that focus really long term. So, for example, there are colleagues of mine that might focus 10 50 years out and might advice, for example, depart Ah, highway department in a state that has a growing population so that they can figure out where to put highways. My focus tends to be shorter term because that’s what nonprofits really need help with eso the advice this week. Yeah, not this week. Yeah, look a little bit longer the next couple of years. Just take a look at all the all the trends that are happening and the impact of those trends. And, um and again, as Karen said, spend some time thinking, see what this might mean for yourselves and don’t get hung up about any one way or the other because the future hasn’t happened yet. Eso we wanna be thinking about all the possible futures and carve out your path where you want to go. But always stay alert. Toe all of these different trends and resilient Yeah, and be willing. Thio shift on a dime when you learn more information so that you are prepared for any threats and you have the opportunity to seize opportunities and you don’t get, you know, you don’t get caught under a nen coming wave that you hadn’t thought about. It just helps us some more creative and more resilient and more agile as we’re going through this.

[00:33:21.14] spk_0:
And you know that that sounds like a, you know, a lead into the to our sixth idea, which is considering new markets, new audiences. Um, So I’m gonna turn to Karen too. Sort of Take us out. And, uh

[00:34:04.23] spk_1:
Okay, So So it’s we kind of have referred to it in this conversation. People finding new ways. Andi, I think this is the crux of what the message is is what worked in January. Probably is never gonna work quite the same way again. And in some ways, that’s a good thing on and one of the people I work with, I am not going back. I’m not doing some of those things, so it’s an opportunity to shed some things on, then make room for the new possibilities. Who needs your value? Where can it be provided? How can you communicate that that that you have this value and that they should really invest in you to get it is really the the hub of finding new places.

[00:34:36.74] spk_0:
All right, that’s Karen Ibra Davis. She’s at K e d. Consult dot com and co author of the study. What’s really happening with non profit revenue is Gail Bauer, who remains a, uh, flummoxed futurist. She’s at gale Bauer dot com and at Gale Bauer study again is at tiny u r l dot com slash revenue Study results. Karen Gayle Thank you very very much for sharing.

[00:34:39.34] spk_2:
Thank you so much, tony.

[00:34:40.67] spk_1:
It’s been a pleasure.

[00:34:50.22] spk_0:
It’s time for a break. Tony is take two my webinar. I’m hosting a free webinar. Start your plan to giving in 2021. Yes, I’m hosting Kind

[00:34:55.08] spk_1:
of

[00:36:55.95] spk_0:
nice hosting my own, No longer subjugated to the will of the outside hosts. Know which I’m Of course, I’m always grateful for I get so many invitations, I don’t have time to host my own. But so at this time I’m hosting my own webinar. No, no more subjugation. Uh, it’s a quick shot. We’re gonna do this in 50 minutes. What plan giving is how to identify your best prospects, where to start your plan giving program, how to market your new program. And, of course, I’m gonna leave plenty of time for questions, which is my favorite. I enjoy the questions a lot, so I hope you’ll ask a lot. We’re doing this quick shot on November 19th. Thursday Thursday, November 19th at three O’clock Eastern. You can sign up for the Free Webinar at planned giving accelerator dot com slash webinar. That number again planned giving accelerator dot com slash webinar. I hope you’ll be with me posting my own, that is tony. Stick to now. It’s time for low cost fundraising software guide I’m pleased to welcome the co authors of Tech Impacts. Consumers Guide to Low Cost Fundraising software. Amid the Heart is a contract writer and researcher for Tech Impacts, Ideal Wear and president of Heart Strategic Marketing. She has a wide range of experience helping nonprofits assess their needs, select software to meet them and engage audiences and constituents. She’s at comedy Am a D. I. E. Chris Bernard is managing editor at Tech Impact. He’s a career writer and journalist with 20 years experience in newspapers, magazines, advertising, corporate and nonprofit marketing and communications and freelance writing. Tech Impact is at Tech Impact dot or GE. Comedy Chris Welcome to non profit radio. It’s good to have you.

[00:36:59.23] spk_3:
Thank you for having us, tony.

[00:37:02.73] spk_0:
Absolute pleasure. Chris. Let’s start with you. Please acquaint our listeners with Tech Impact.

[00:37:45.90] spk_4:
Sure, tech impact is a national non profit. We offer a variety of programs, and service is to other nonprofits everything from tech consulting software selection. Managed service is to our workforce development programs in Delaware, Philadelphia in Las Vegas, where we offer all sorts of educational opportunities for young people. We also have, since 2000 and 18, when we merged with Ideal, where we have an arm of the non profit that produces all sorts of publications and training for nonprofits around the country, most of them free of charge, including this. This publication we’re talking about today

[00:38:17.96] spk_0:
Now I used to refer toa ideal wear when I had Karen Graham on, she was the CEO of idea where, as the consumer reports of non profit software and she bristled a little bit, not really. You know, Karen didn’t get upset. I don’t know if she ever gets upset. She didn’t get upset at me. She bristled a little bit like a little pushback. Well, not quite. Uh, do you? Do you object to that? Do you bristle it? That that explains that whatever description of idea where

[00:38:20.51] spk_4:
you have been with ideal where since 2000 and six. Tony and we that is certainly accurate for one part of what we do. I think if anybody would argue that point, it’s only that we do so much more than just software reviews.

[00:38:35.22] spk_0:
Okay, Okay, Fair enough. Alright. I’m sure Karen explain that to me too. But because she bristled, I have to bring it up. So? So let’s let’s let’s dive into the title. So we know what folks are gonna be looking at and what they should be expecting. So how do you define low cost?

[00:38:54.22] spk_3:
Well, that’s one of the things that we did. Well, we first embarked upon the report over the years, we’ve always had fairly standard methodology for how we go about the report. And one of the factors that we do with the very beginning is decide. Okay, what is blow cost in today’s market? So in today’s market. We were talking with subject matter experts who represented people who work in non profits and work with the technology, as well as consultants who help nonprofits with their technology and decided that for this version of the report, $10,000 for a year’s worth of software is about the ceiling that we could have.

[00:39:38.12] spk_0:
Okay. And how about fundraising? How do you define fundraising versus C. R. M or donor management? Because this used to be called the guide. The low cost donor management software. Yes, we actually

[00:41:08.31] spk_3:
had a lot of conversations about that. Um, with all the systems that we have in here really run the gamut, some of them do call themselves C R M. Some of them do call themselves donor management systems, and some call themselves fundraising systems. And so we do set aside part of the report to talk about what we mean by each one. Um, so for the systems that were in the report, we needed them or to, um, really be the sole database for a non profit or have the ability to be the sole database for a non profit, um, and then let them do things like create online forms, a variety of online forms. Let them, um, creating collect data from email marketing campaigns. We did require systems in the report to be cloud based, and we also did require them to be able to, um, process online payments either natively or through an integration. Um, we needed them to be able to track fundraising metrics on the dashboard, um, and manage a report on both online on direct mail fundraising campaigns. So it’s a sort of, ah, lot mawr expensive than the systems that we looked at in previous versions of this report. Because in many ways, the work the nonprofits of I was doing in this area have really expanded a lot. And they’ve required systems and technology to keep up

[00:41:35.41] spk_0:
with that. You have 10 different functionalities that you measured. You measure all the system against I know, um, and that folks is just gonna have to get the guide. Obviously, we’re not gonna take off all 10 functionalities. Um, Chris, I’m guessing, uh, the following is not the right question to ask. What’s the best system? Uh huh. We try 5.5 minutes. We could just wrap it up. What thing You don’t Nobody has to read the guide.

[00:41:44.51] spk_4:
This is the fifth edition of the guide. And one thing that has not changed throughout the course of each generation is that we make a ZX clear as possible that there is no best system. This is not about ranking the systems against one another. It’s about teaching nonprofits what systems offer and how to compare them and how to select the best one for their needs. Because ultimately that is the best system. It’s going to depend on your specific needs,

[00:42:16.10] spk_0:
and you have very conveniently, I think, a dozen different use cases so that you can try to fit your needs into maybe one of those use cases, or maybe overlap a little bit like tiny but growing and prices critical midsize and want a system that grows with us. Meet easy, set up and use. No. And you have a dozen of those different use cases,

[00:42:50.50] spk_4:
right? That was one of the, uh, the features that comedy brought to this edition of the guide, where we’re always looking for ways to make it easier for the nonprofits in our audience to access the knowledge that’s in it. It’s a massive undertaking to put together, but it’s also a massive undertaking to read. Yeah, comparing that many systems against hundreds of requirements, criteria just results in a lot of data. And how do you make that data useful? So looking for sort of entry points for nonprofits, Ahmedi came up with the idea of coming up with use cases that were common to nonprofits in our audience demographic to help them understand how other nonprofits reusing the system, find the use case. That sort of matched in a reasonable sense what they were doing. And then that’s that’s sort of a starting point for them. Thio begin Narrowing Systems

[00:43:30.49] spk_0:
The comedy. This is the first guy that you participated with?

[00:43:35.31] spk_3:
No, actually, I did work on. I did several of the software evaluations from the previous version of this guide, and I can’t take full credit for the use cases and that we had a smaller, um, or more limited version of use cases in the last edition of the guide that helped, uh, divide up some of the systems or sort them into categories. But what we heard from people in the intervening years was That was one of the first things that they turned to in the last edition of the guide when they were trying to get their hands around what systems toe look at because they didn’t feel like reading all of the profiles. So realizing that that waas, um, the most useful entry point for non profits made it much more, um, it made it much more attractive as

[00:44:31.09] spk_0:
e made it more accessible. Yes. You know, these are the 44 or five systems that will suit best. This, uh, this use case, you know, And like I said, you know, times 12. So whoever is best for this, how do you think non profit could best use the guide, like Or maybe maybe what do we have? What we have to know in advance before we can get the most out of the out of the guide.

[00:45:02.59] spk_4:
I’m gonna let Ahmedi field that question, but I just wanna close the use case conversation by pointing out that not all the systems eso we picked systems to match each of the use cases, but depending on each organization, specific needs other systems that we didn’t choose for a particular use case might still be perfectly valid system for that use case, and it really comes down to specific needs. We just can’t drive home enough that this is the beginning of the conversation. And it should not replace due diligence on the part of the non problems themselves.

[00:46:49.68] spk_0:
Okay, Okay. You know what? I’m ready before we before we take on that. How best? Use it. Well, but I feel like we should just I just wanna take off a bunch of the I can’t mention them. I can’t name them all, But just so folks get an idea of what what products we’re talking about I just wanna I’m gonna sample from the table of contents. So black black Bart Boomerang e tapestry Every action Kila little green light nation builder Network for good Neon C r M salesforce salsa virtuous. Okay, so I just So people get an idea What? Just have some sense of what the universe is like that we’re talking in the abstract about time for our last break dot drives dot drives engagement dot drives relationships. Dot drives is thes simplest donor pipeline fundraising tool. They have made it customizable, collaborative, intuitive. If you want to move the needle on your prospect and donor relationships. If you want to get folks from prospect to donor, get the free demo for listeners. There’s also a free month. It’s at the listener landing page. Tony dot Emma slash dot We’ve got but loads more time for low cost fundraising software guide. So how should we? How can we best use this thing? What? This This thing, this guide, it took you like, 20 minutes. You know you thing, it’s like, uh, less time than this interview is. This conversation is the guy’s done? No. This, uh, in depth guide. What should we have in place or what should we be thinking about? Like before we take it on?

[00:47:09.26] spk_4:
Well, I think it

[00:47:52.08] spk_3:
follows along really much of the best practices in choosing any software system, not just, um, donor management or fundraising or C r. M. And the first thing that you dio is have do a lot of work internally about what it is that you do now, um, and what it is that you’re going to be doing in the future, Like what your goals are for fundraising and how the software can possibly help you meet those goals. So once you go in there, we have a full section that actually goes through the 10 different types of functionality that we review in the guide and talks about different questions that nonprofits can ask about things that they do. Um, that how it how it fits into, um, their work and so they can use that section to decide what it is that are the most important functions that a software package would do to meet the goals that they have, um, selected both presently and for the future. And then from there, they can prioritize that and then use those, um, prioritize functions to take a look at which systems do well in those functions. Which systems offer those functions? So while we have sort of the high level look at it in the in the pdf version of the report, the online version of the report actually goes into depth on every single function that is below the is part of the 10, um, divisions that we have so that self so that nonprofits can really look at the details and figure out which systems do exactly what and whether or not, it meets their needs.

[00:49:09.07] spk_0:
So the guide is that guides dot tech impact dot or ge slash forward slash donor hyphen management, hyphen systems and Chris. There’s much more than a PdF there. I mean, there’s certainly there’s a pdf version of the guide could go through that, but there’s a lot more on that site. A lot more robustness. Talk about what? What folks will find it that u R L

[00:49:58.27] spk_4:
Yeah, sure, we, as I mentioned before, this is the fifth edition of this guide, but we have probably put out more than two dozen consumers guides on different topics over the years, and it had long been a dream of ours. That idea where to make it even more useful to our audience with a digital version of the site that could be interactive that offered searchable sort herbal charts toe make it more user friendly to compare systems on. This is the first guy that we’ve been able to offer that, uh, digital site, which so it’s kind of a micro site version of the report, and we are adding functionality to it on a rolling basis as we’re able to so in the next week or two. We’re hopeful that we’ll be able to announce, um, added functionality to the comparison charts that let people just highlight which systems they want to compare in, which features they’d like to compare them against so that that’s coming.

[00:50:16.86] spk_0:
That’s just like consumer reports, just like you could do Sorry camera. You could do a head to head comparison or compared two or three on the criteria. The functionalities that are most important to you,

[00:50:28.35] spk_4:
right? And we have the common mission with consumer reports of educating people about purchases because this is a big, big purchase for nonprofits and thio that same point because there’s so much information in this report, and yet there’s still so much information we don’t cover. We’re also offering a companion training Siri’s, where one of our expert trainers is conducting live demos of 12 systems from this guide, and thanks to the generosity of Fidelity Charitable Trust, we’ve been able to make that Frito anybody who signs up while that Siri’s is already underway. All those demos are being recorded, so anybody who goes to the tech impact website and signs up for that training can have for free access to live demos or recorded demos of the 12 systems from this report.

[00:51:19.61] spk_0:
How did you pick those 12 question? Well, there are 12 use cases. I wow already know the answer, but I’m asking you,

[00:51:56.16] spk_4:
I’m gonna let Omni speak to this one in more detail. But we chose 12 systems toe line up with the use cases, not because they are the best systems, but because the it would be a little bit too much of a lift for us to do the detailed long reviews of every system out there. So we chose 12 that Air Representative off what systems can do in terms of meeting the needs of organizations for each of those use cases. How many do you want to add to that expound on that or clarify that?

[00:51:59.19] spk_1:
Yeah. So overall, we have 20

[00:52:01.16] spk_3:
three systems in the report on dhe. 12 of them, as Chris just said, were chosen to represent the 12 East cases that we have to select the ones from the use case. It wasn’t again the best system. Um, but it was a system that was highly representative off what you can do in a good portion of the use case. So, for example, the use case that we have for organizations that do a lot of, uh events is that we took a look at the ones that had strong events packages. Um, you know, uh, most of the systems that we looked at had either, uh, native or integration to be able to do some work on events. But there are some that really provide ah, lot of features around events. And so those were the ones that were in there and the ones that the one that we chose to represent the events category, um was, you know, a really good representative of that in a good representative. Overall,

[00:53:04.06] spk_4:
we get a lot of emails from people saying we’re looking at two systems. Neither of them are in your list of 12. What’s wrong with our systems? And we wanna We wanna make it clear that all the systems in this report are excellent systems. They all have different strengths and weaknesses, and that’s what’s going to guide people’s decisions. There are other systems that didn’t make it in this report. They’re also excellent.

[00:53:29.82] spk_0:
You say that you say that explicitly the report. Yeah, but they just didn’t meet your criteria for evaluation. Right?

[00:53:50.25] spk_4:
And people can read about the methodology by which we the methodology we used to find systems and how we narrow the list down on. We’re happy to answer questions by email, but it’s an important note that just because it’s not one of the 12 that we chose is representative To meet those use systems does not mean it’s not a good system, and that should not be a deciding factor. This is just an effort to educate people toe, help them start making decisions about what’s right for them.

[00:54:05.24] spk_0:
And Chris, those 12 videos are at the site that I read.

[00:54:27.94] spk_4:
Uh, no, I will put a link up there. But if you go to Tech Impact dot or GE and look at our training calendar, you confined that training on. Sign up for that and we will send you a link to all the different recordings that we’ve already done. A ZX well, Azaz, uh, invitation for the upcoming ones that have not happened yet. Okay, Okay. In fact, I’ll send you a link. You can post it on your page with this recording, if you like.

[00:54:39.54] spk_0:
Okay. Yeah, Thank you. I will. Um What else? We still got a few minutes left together. What else? You want folks to know about the guide? You’re unwilling to answer the question? What’s the best system? So that’s off the tape. That one’s off the table? Uh, no. What else would you like to know? What else would you like folks to know about the guide?

[00:54:48.74] spk_4:
I think you hit on a key point, which is that this used to be the consumer’s guide to low cost donor management systems on. For a lot of people who are familiar with that report, which has been out five times in the past, they may not realize that this is the same one because of the title change. So I just want to assure people that this is the same report. We’re just changing the title to be more in line with how the vendors and subject matter experts and users, a ZX well are talking about these systems.

[00:55:19.14] spk_3:
I also wanted to point out that it’s not the guide. While the primary focus of the guide are the reviews of the systems and the profiles that air in there, one of the things that we do put in there is. We take a look at trends and we take a look at how the marketplace has changed. And we do provide, uh, some advice for nonprofits who are in the process of selecting a system about, you know, some of the things that they should be looking out for and some of the things they should be thinking about. So I know it’s a long report. I wrote a lot of words, but that there are some good things in the front of the book material, so to speak, that can help sort of position the systems within the marketplace is the whole

[00:56:06.83] spk_4:
report of this size is a massive effort on. It can’t be done without the participate participation of a lot of people subject matter experts, consultants, but also the vendors themselves who are generous with their time for the demos and the fact checking on. We also couldn’t do it without the generosity of our sponsors. Which brings me to the point that we should talk just quickly about our editorial firewall. People will notice that some of our sponsors are also vendors of systems, but those of us who put the report together don’t know who the sponsors of the report are. That’s handled by Karen Graham in a different part of the building entirely. And we’re not aware of who the sponsors are until publication day. So one has no input with no impact on the other whatsoever.

[00:56:56.53] spk_0:
Do the sponsors know whether their system is going to be part of the guide?

[00:57:20.43] spk_4:
Not when they not not at the time of sponsorship. We have to reach out to them at some point when they become of, you know, when their system is selected, because they have to do the demos and everything. But there are Obviously it’s a limited constellation of vendors out there. All right, it’s tough to fund this kind of work, were grateful for the generosity of all our sponsors and advertisers who make it possible. But we have a pretty rigorous editorial firewall up to prevent any kind of impact from the sponsorship on inclusion in the report.

[00:57:56.03] spk_0:
Okay, we trust Karen Graham. She bristled, but you admonished me, could even go so far to say admonished, Um okay, should we, uh, I’m gonna read the u R l one more time Should we should we leave it there and encourage folks? Thio. Encourage

[00:57:56.70] spk_4:
them to sign up for the free training to see the demos. And if people do need additional help choosing software, if this is still too much of a lift for people to do on their own, which is valid considering the importance of a decision like this, that is something Tech Impact can help with. They can find that on the website as well.

[00:59:40.72] spk_0:
Assistance Assistance with selection. Yeah, okay, again the guide and the site that Chris described. Guides dot tech impact dot or GE forward slash donor Hyphen management Hyphen systems. How many Heart is a contract writer and researcher? Her company is heart strategic marketing, and Chris Bernard is managing editor at Tech Impact. Take impact dot or ge a median. Chris, Thank you so much. Thanks very much, Thank you. Appreciate it. Next week, A special episode. Adult learning with Nico Chin. If you missed any part of today’s show, I beseech you, find it at tony-martignetti dot com. Beseeches still good, but I am really liking abdominal abdominal May overtake Beseech I’m not sure were sponsored by turn to communications, PR and content for nonprofits, your story is their mission. Turn hyphen two dot ceo and by dot drives Prospect to donor simplified tony-dot-M.A.-slash-Pursuant for a free month and a free demo. 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, be with me next week for non profit radio. Big non profit ideas for the other 95% go out and be great.

Nonprofit Radio for June 26, 2020: Improv For Culture And Creativity & Tech Policies

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Krystal Ramseur & Graziella Jackson: Improv For Culture And Creativity
A performer and a board member from Washington Improv Theater teach us how improvisation can make your team more creative, confident, supportive and successful. They’re Krystal Ramseur and Graziella Jackson.

 

 

 

 

 

Karen Graham & Dan Getman: Tech Policies
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[00:00:12.24] spk_0:
welcome to tony-martignetti non profit radio

[00:02:01.54] spk_1:
big non profit ideas for the other 95%. I’m your aptly named host. Oh, I’m glad you’re with me. I’d be stricken with UV itis if I saw that you missed today’s show. Improv for Culture and Creativity. A performer and a board member from Washington Improv Theater Teach us how improvisation can make your team more creative, confident, supportive and successful. They’re Crystal Ramsar and got Cielo Jackson. That’s part of our 20 and TC coverage. Also. Tech policies Karen Graham and Dan Getman want to help your staff avoid scams, malware and inappropriate data handling. Might you have employees using personal phones or computers for work? You especially need to listen. Karen is with Tech Impact, and Dan is at manna. This is also part of our 20 and TC coverage on tony steak, too. Thank you 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 turn to communications, PR and content for nonprofits, your story is their mission. Turn hyphen two dot CEO here is improve. Brilliant. Yes. This is the lackluster host that you’re stuck with. Here is improv for culture and creativity. Welcome

[00:02:52.34] spk_3:
to tony-martignetti non profit radio coverage of 20 NTC 2020 non profit technology conference. You know, the conference had to be canceled, but, you know, we’re persevering. Virtually sponsored a 20 NTC by cougar math and 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, I guess now are Crystal Ram sore. And Graciela Jackson Crystal is chief administrative officer at the National Council of Negro Women. Gretz Yella is partner and CEO at Echo and Co. Um, Also, Crystal is a teacher and performer and board member at Washington Improv Theater, which is most relevant to what we’re talking about today. And Graciela is a board member at UIT Washington and breath theater. Crystal Graciela, Welcome.

[00:02:56.54] spk_4:
Thank you. Glad to be here, but

[00:03:29.90] spk_3:
have you? I’m glad we could work this out. I’m glad you reach well and safe in our nation’s capital area. They were both in D C D c. Proper. Yeah. Yep. Your ah ntc topic is improv. Saves the non profit boosting culture and create team creativity. Um, that’s interesting, because I am on, uh, how does it do that? Oh, even though on, uh, even though I turned to my, uh, even though I’m on Eric’s airplane mode because zoom because we’re special way all the fatal started a few minutes early. That’s why

[00:03:36.28] spk_4:
it’s asking you to improvise. It’s very timely and relevant.

[00:03:46.04] spk_3:
Thank you. And I didn’t do a very good job Called out for what it was. I didn’t even, um so, Crystal, let’s start with you. What? Um why? How come, Ah, improvisation can help us out creatively. Effectively. Team building. What? What about it?

[00:03:57.70] spk_2:
Yeah, So I think one of the biggest things I love about improv is it really pushes you to stay present and stay in the moment. And because in what we’re working with right now and then creating together. So I think a lot of times in business or you’re in meetings and you’re having thoughts about ideas and people like, Well, we tried that idea last year, didn’t work, which was 10 years ago, didn’t work, or if we do that And the people are already thinking of reasons why we can’t do something but right. Improv focuses on No. We’re working with what we have right here in the present. And presently this is this is these are the parameters. Why couldn’t we try this? And the number one rule in improv is Yes. And so if we say yes, how do we then take that idea and continue to build something together? And I think when you just those principles right there make for better working community.

[00:04:58.88] spk_3:
Great yellow. There’s also a confidence building, right? You walk out on the improv stage. I’m taking the example of just two people. You know, their team exercising everything. But you walk out with just two people. One of you has an opening line, and you gotta build a sketch around it for the next 4 to 5 minutes around that fine. And the other part, neither. And the other person doesn’t know what that opening line even

[00:06:27.97] spk_4:
is. Yeah, I It’s interesting. I think there’s an incredible freedom that comes from what Crystal was saying. Presence. Because if you are able to, and I think what improv teaches you to do to just respond to what’s given to you in the moment and say, like, I don’t have to do this huge thing right now. I don’t have toe entertain this gigantic audience. All I have to do is take this thing that my partner contributed as a gift and build on it. You find yourself being able to create things with a lot more freedom with less, much less of the fear that comes from, like worrying about the benefit of your contribution or whether or not you have the perfect or the right answer. And I think one thing that I learned just in taking trainings on this and being a part of the board is you have to be as willing to abandon what you’ve contributed and contribute something new and just be constantly moving forward with creative ideas rather than getting stuck in the mindset of judging what you just created. So it’s kind of separating your creative brain from your critical brain and super important.

[00:06:29.38] spk_3:
That’s interesting that, yeah, you don’t have time to self censor. You’re you’re in front of an audience. You heard a line and you’re supposed to build on it.

[00:06:51.05] spk_4:
Yeah, and there’s something exciting about the active discovery like When you really invest in that thing that you’re building together, you’re probably going to find something that’s even more interesting and funny and entertaining and no crystal. You do this all the time and some of the exercises that you’ve lead, but it’s it’s sort of being willing to just keep going because you’re gonna build something bigger and more exciting and more powerful. If you just don’t stop yourself

[00:07:07.52] spk_3:
and crystal, you keep going. Regardless of what the audience reaction is, right, you don’t you don’t just walk off stage when lying. Number two, you know, didn’t get a huge laugh or wasn’t even supposed to get a laugh. And then you just walk off stage, Say off, you know, screw it.

[00:07:34.63] spk_2:
No. And you’re in this together with your scene partners. I think I love that like we’re out here. Wow, we made this choice to be aliens in the West. Didn’t you know what? That’s where we’re at? And we got to commit to this and we just commit harder to it right and see where it leads.

[00:08:04.28] spk_3:
Robe use that aliens and robots in a cornfield way have to build a robot family. The two of us. Yeah, just, you know, whatever. All right. So, uh, Crystal, were you gonna be doing exercises if you had had the opportunity to do the session? The usually so games or anything?

[00:08:07.00] spk_2:
Yep. Yeah. So we had a feeling good today, So we had a list of games. Really? Toe kind of show. Ah, little bit of intro into improv. Doing some? Yes. And, um What, Graciela has the list?

[00:08:21.55] spk_4:
Yeah. Yeah, I couldn’t pull it up. I think it started with it, I think,

[00:09:00.63] spk_3:
instead of instead of reading the list. Yeah. Never doing improbably, don’t just talk about what we’re gonna do, right? Sit around like a board, Actually, actually, do we actually dio not talk about? Wouldn’t it be funny if we did this? This would be fun to do that, and so we never do that. So how are we going, Teoh doing improv, the three of us that will, um, some kind of game that will bring home, of course, the lessons that we’re trying to learn in terms of culture, team building, confidence, creativity, efficiency. What are we gonna do? I’m putting you on the spot deliberately.

[00:09:35.34] spk_2:
I don’t want you want Can we plan the vacation? Yes. Like point of it was just telling us. So let’s do this. So I plan a vacation, and we’ll planet with the three of us will go. I can start and we go from me to Graciela to tony, and then we’ll just keep circling like that. So the way we’ll do it is we’re trying to plan a vacation for the three of us. The first line of the sentence when you respond to someone, has to be Yes. And and then you can pushing forward from there. Go. So, uh, wow. I’m so glad that were doing this vacation. I really think we need to go somewhere warm.

[00:09:47.04] spk_4:
Yes, and we need to go somewhere warm immediately.

[00:09:56.44] spk_3:
Yes, and we can. I mean, I’m already packed. Let’s, uh let’s go. I mean, I love the Caribbean of either. Have you been to the Caribbean?

[00:10:04.24] spk_2:
Yes. And I’ve decided I’m just gonna by all of us a new wardrobe while we’re there. So I don’t even aggressively not back. Didn’t even need to pack. Let’s go right now. And I say we have margaritas as soon as we get there.

[00:10:16.78] spk_4:
Yes. And after the margaritas will party a little bit, and then we’ll go snorkeling.

[00:10:23.59] spk_3:
Oh, yes. And, um, since I’m not bring any clothes now, I’m just gonna go snorkeling naked.

[00:10:29.64] spk_2:
Yes, and we’re gonna feel the water, and I bet will make friends with dolphins. Yes, and everybody

[00:10:37.67] spk_4:
will get excited about what we’re doing, and they’ll want to join as well.

[00:10:47.90] spk_3:
Oh, yes. And this party is just gonna get even bigger. Um, we Let’s invite more folks, not just the three of us.

[00:10:50.54] spk_2:
Yes. And let’s blast this to everyone that we’ve ever met and tell them Jump in the water with us. And let’s make this the new party. Yes. And let’s see if

[00:11:03.59] spk_4:
we can get a boat so we can take this party toe other islands.

[00:11:17.27] spk_3:
Oh, yes. And while we’re going between the islands, we could be fishing. There’s, like, weaken dive off the boat on our way to the other island. So the the boat is part of the is part of the

[00:11:20.44] spk_2:
fun. Perfect. There. We owe that. I love that activity.

[00:12:28.40] spk_1:
It’s time for a break. Wegner-C.P.As, I said a couple of weeks ago. This shit is hitting a fan fast. It’s still coming down at us. That’s Ah, that’s a mixed metaphor, really, because if it’s hitting the fan that’s not coming down, it’s being blown at us, Uh, coming fast, still raining down on us. It’s coming, blowing, it’s blowing on us. It’s hitting the fan and it’s still blowing on us. That’s better. Anyway, this shit is there. However, it got to us recovered in it. Wegner has a new free webinar on July 1st to explain the latest on paycheck protection program loan forgiveness. You know you need to apply for it. You don’t get it automatically now. What wegner explains to register goto wegner-C.P.As dot com Click Resource is now back to improv for culture and creativity with Crystal Ram sore, a gutsy Ella Jackson.

[00:12:43.74] spk_2:
What we do sometimes when we do it will start the activity bus, saying you first have to plan a vacation by doing no because, yeah, you say No, but and you do it that way or you say no, because and you try to plan a vacation and it’s so hard, right? Because every time you you threw out an idea like let’s get a boat, the person’s like No, because I’m scared of a boat. And so you realize you don’t do anything. You’re likely

[00:12:57.88] spk_3:
roller. The idea is becoming someone’s muller and harder to deal with. Uh, instead of broadening. Okay. Um right. So, crystal, what we learn from what we just did in a couple minutes

[00:13:09.84] spk_2:
when we learn, uh, what happens when we all, like, let ourselves be creative and have the wildest thought that we’ve ever had? Um, you know, if you just were in a meeting and we wanna figure out how we increase this sales numbers, what have Let’s just throw out the wildest thing we’ve ever thought And let’s play with it for a little bit and let’s not shut it down right away. Let’s play around with this idea and see what we can come up with together.

[00:13:39.24] spk_3:
Okay? That’s the other anything you want you want to add?

[00:14:17.63] spk_4:
Yeah, I think that it’s really, really important because I think we’re where organizations, especially non profit teams, get stuck most often because they’re in fast paced, scarce resource environments where you know every dollar you spend on idea is really important. I think that bringing this technique in and allowing yourself some space to say, Let’s just separate the created creation of ideas from the judging of ideas and the vetting ideas and try to get to a place where we are envisioning what’s possible because it’s counter to our culture and and has to be in some ways to be to do that. And so it just allows you toe get past. You know, the 1st 3 or four ideas which are always the ones that are more familiar, safer, probably more likely to be accepted and really set those aside and push yourselves to think in new ways about challenges It doesn’t. There’s no risk in spending the time coming up with ideas. And if you can use these tools to get everybody feeling comfortable on open and curious and creative, and you know you can design the collaboration really well and bring games into it, you end up with this whole inventory of possibilities that then you can take into a more critical process and evaluate and put things like metrics and objectives around them. But chances are people will feel more included in the process. They’ll forget that time is passing cause they’ll have fun. They’ll feel like the quality of their ideas is better, and they’ll feel like they accomplished something that then they can take and turn into something better.

[00:15:19.64] spk_3:
You go and you have some rules around this, right? Like, yeah, we’re not. We’re not judging. We’re not saying that idea sucks. No, it’s it’s, you know, sort of classic brainstorming. Yeah, it’s just the free flow of ideas.

[00:15:33.17] spk_4:
Yeah, the one that that Washington and profit teacher a Washington improv theater teaches us is definitely the concept of yes and that Krystle mentioned. There’s also the concept of Let go, and that’s about just removing your bias and your preconceived notions and the things you’re bringing into the room with. You just let go of all of those notice everything because probably the things that you’re ignoring also have possibility. And we’re so used to not letting go and then Onley noticing what’s important to us. And then I think the last one is used everything. It’s sort of whatever is brought into the room. See if you can apply it to something, even if it’s toe honing. You know your idea. Been proving your idea? I don’t know. Crystal, did I represent those well enough?

[00:16:18.21] spk_2:
Absolutely no, I think, especially when you talk about using everything. That’s the other part about that exercise that I like so much. It’s forcing you to listen to what the person before you just said. Really listen to what they say, because you have to build off of it. So instead of just you’re already thinking of your idea, you can’t think of it yet. You need to wait to hear what that other person says.

[00:16:53.94] spk_4:
Yeah, there’s, Ah, there’s, I think like when you think about what? How work is changing right now. In addition to needing to be open, more collaborative, more agile, getting things out the door faster with less resistance. A lot of that has to do with also being able to take a systems view of things. And if you’re not actually using these techniques and these approach to build an understanding of the scope of what you’re dealing with, so if you’re thinking about like social change or environmental change, the idea is you have tow, envision the system, and if you spend 30 minutes sort of saying this is important No, it’s not. This is important. No, it’s not versus Let’s spend the next hour identifying everything about this system that’s important. Then you can start to, you know, group those things and come up with plans around those things that’s incredibly helpful for strategic planning

[00:17:32.74] spk_3:
or just everything. Not everything that’s important. But everything that impacts. Yeah, that’s around this system. Outside influences, our own influences, our own biases, everything that impacts our work. Yeah, Neville, categorize what we have control over what we don’t What’s what’s significant? What’s thus significant?

[00:18:52.83] spk_4:
Yeah, way had this thing. This organization we’re working with is a large labour union, and they had were working with them on rethinking their Web presence, and they have more than 30,000 pieces of content across lots of websites. And our content strategist did an exercise Gina Marie condo, the Netflix show about just like taking everything out of your closet, putting it in a pile, going through it, cleaning it until you’re everything around you brings you joy. I’ve never seen it, but she created this exercise, which was more or less improv that didn’t get to Let’s talk about all of the content that you’re gonna be losing from this Web presence. Let’s spend time sort of improvising what it’s like to move out of a house. What do you do in what order? And she went through this really detailed activity where people built the experience of what it’s like to move a house, and then they designed that whole process in system. And then they basically compared that to what it’s like to cleanse 30,000 pieces of content. And people immediately understood the process because they are familiar with this challenge of needing to move your house if you’ve been through that before. And so they forgot that what they were doing was planning change management. All they did was Plant was like We’re planning something familiar to them and then borrowing from those concepts to accomplish this big, scary thing that nobody wanted to dio. So I think that’s the power of of this work and creativity and adapting the exercises to your space

[00:19:58.82] spk_3:
Crystal. Let’s talk some about, um, the team building. Like I was saying earlier, you know, you walk out on improv stage two of you. One of these got an opening line from, ah, word that an audience member throughout, and you’re you’re each counting on each other. Yes, and and follow all the other principles of bring everything in that you’ve got. And that’s not censoring yourself, etcetera. But you’re building on each other. It’s confidence building and team building s over the individual and for the team of two, or could be a bigger team. Talk some about that. How improv helps helps that way around team team cohesion.

[00:22:03.74] spk_2:
Yea, I think it also it helps. Trust is the other part of it as well that I think that builds. Um, one of the I worked with a group where we on organization and they’re one of the issues was they had a whole issue around hierarchy. They just hired a bunch of people and let go of a bunch of people. And a lot of people didn’t feel like their work really mattered or that their voice mattered. Um, and so they weren’t sharing their ideas and meetings, and they actually brought a group of improvisers to come and do a whole workshop and the all the exercises that we did, we’re focused on know everybody has a piece in what we’re doing, and it’s vital, and we need everyone to fully, um fully do their work, and then I need to fully accept what you’re giving me, right? So, yeah, if it were walking out on that stage is a blank stages. I always tell people there’s there’s nothing there. So if I say we’re aliens in Oklahoma and you’ve gotta agree that yes, we’re aliens. What does that mean? You know, we can build Bring that into this, um, you got agree where we are, and then part of it is the two of us that are on the stage. But then anyone else on the team, right? Whoever’s gonna edit that scene, whoever is gonna ah, wipe the scenes of them were out of their everybody. That is a part of this team, whether they’re on stage right now or not, are still a part of what’s happening and have a piece to play and how we do this. And I think that’s that same thing. When you talk about an organization, right, you have people that are clearly gonna be the ones to make that final decision. But so everyone has some role that they need to play. Um, in order for everyone to feel that value to and that. And a lot of the work that we do is building that trust that I know I could go out there and say something to you. And I know you’re gonna listen to me. You’re gonna pick it up, and we’re gonna build that together and not you’re gonna shoot my idea down and say we’re not aliens in Oklahoma were just two people stuck in North Carolina. You know what else

[00:22:19.64] spk_3:
can listen to do crystal? Maybe another exercise that they can practice? Oh, are you know, so that they can sort of see the benefits of reap the benefits of the improv principles. Uh, okay. You don’t have the benefit of actually doing the exercises. What else? Ah, what about some of the game folks can play to get some benefits? I get either Christmas or either one.

[00:23:38.94] spk_4:
Well, I can as crystal you’re thinking about some. I think they’re simple. Exercise weaken dio, I think Teoh address very common feelings. One is just feeling blocked or feeling blank when someone asks you a direct question. Because if you’re at all you know, if you don’t think that way, or if you don’t want to take center stage three of a fear of public speaking. The only way to overcome that is to practice, and you can practice in really small ways. So one thing we do with most organizations we go into and and run creative workshops are very simple word exercises where you have a group of people around the circle and you just say a word and you go around the circle on the person next to you says the first word that comes to mind. And it’s about listening and learning about yourself when you’re trying to anticipate what to say because you want to perform well versus really just being in the moment and offering a word. So if I were to say crystal, if Aiken borrow you for a minute and say, um, the word blue

[00:23:42.39] spk_2:
and I’m sorry and you want me to do

[00:23:44.09] spk_4:
Oh, yeah, yeah, yeah. Does. And I’m putting you on the spot. Um, yeah, I just like to say the word first word that comes to mind I felt so yeah.

[00:23:56.64] spk_2:
Um, green,

[00:24:07.24] spk_4:
uh, read blood. Ah, Death church. Um, community.

[00:24:13.74] spk_2:
Ah, in breath. Fun. Uh, um rafts,

[00:24:55.98] spk_4:
um joy. Family well and so on and it’s It’s funny because even this exercise, the first time we do it with a group of people, let’s say more than five people. Everyone gets nervous and we’re not really doing anything. We’re just saying words that come to mind based on what somebody else said. So if you can just do that a couple times and talk about why is it you know, a little bit of self awareness? Why is it that we feel uncomfortable in the moment? What’s operating behind that is a that fear of contribution. It’s kind of the fight flight freeze impulse when you’re on the spot. So I think and there’s tons of these games available online to use as warm up activities or team building activities. I think we we may have or are gonna have some on our website, which is echo dot Co and, um, and it’s just really important to get in the habit of not just jumping into a meeting, but offering some of these activities to help get a sense of presence, a sense of what we call psychological safety, which is everybody feels like they are open to contribute at without embarrassment or without hanging criticism without judgment. Yeah, without judgment. That’s yeah.

[00:25:49.09] spk_3:
So there’s some resource. Is that eco E C h o dot co. Yeah. Yeah. Okay. Okay. Um, that’s crystal you. It’s Ah, bookend. You opened up. Why don’t you just take us out with some final thoughts? Whatever you have, you want clothes

[00:26:26.52] spk_2:
final? That’s OK, so I do. But I do want to share one of my other favorite exercises since we were just talking about it. And I love this one because I taught improv with Children teaching probably people who have taken classes or have actually done a teaching profit, a homeless shelter as well. But my favorite exercise is panel of experts, and it’s so fun because anybody can contribute. And you immediately when we talk about building that trust, building that team, it’s you can have really as many people. But you know, at least three, maybe like 3 to 6.

[00:26:31.35] spk_3:
Let’s plan. All right, we got we’ll go a little bit longer. Like a

[00:26:31.66] spk_6:
minute and 1/2

[00:26:33.33] spk_3:
or so What?

[00:27:30.49] spk_2:
So so panel of experts, each of us, the three of us were doing like a Ted talk here where we have this audience and we pick and you can pick just a Monday ING thing anything. And then we’re gonna be the experts of that thing so we can go around in the same order that we did. And we’re just gonna be It’s as if we’re like I said, giving a Ted talk about whatever it is that we’re talking about. So because I’m just been looking at radio screen, I’m gonna say, um, we’ll talk about that bookshelf behind Graziella. So thank everyone for being here today. Um, we have built the perfect bookshelf for any office. This bookshelf, which was developed by, um, Dr Alvin Smith, um, really made it so it can fit in any area that you needed to fit. It actually adapts to the office to a closet to a bathroom. Really? Wherever you need this book shelf, it morphs into what you needed to be. Graziella, could you talk a little bit about the development of that? Yeah. Yeah.

[00:27:46.99] spk_4:
So you know, when we were conceiving of this perfect bookshelf, I think what we first asked was, you know, what is it that a bookshelf means to us through the journey of our life? You know, you start off as a young person, you are in your space. You’re looking at a blank wall, and that wall doesn’t mean anything to you. But if you fill it with something that can hold your treasures, your books, it facilitates the space of imagination and really opens up who you are as a person. So it really is more than a bookshelf. It’s a place for you to showcase the aspects of who you want to become through life and also your identity. So that’s kind of where we started. We want it to be exciting. We wanted people to say, That’s not a bookshelf. That’s me. And so that’s kind of what we wanted to bring to the creation of this. Tony, do you want to talk a little bit about kind of how you’ve seen people respond to this bookshelf?

[00:29:59.44] spk_3:
Well, I’m afraid we’re out of time. We Oh, no, I know that’s a violation. Um, yeah, we we brought this. You know, we brought this again as you were saying, Graziella to to be much more than just the physical object. And we’ve We’ve We’ve watched people interact with it. We’ve of course, we’ve surveyed them formally. We’ve actually been observing the way people use the bookshelf the way they interact with it. There’s the There’s the basket feature on the second shelf. That’s that’s pretty much open. That’s open. Anything you want it to be. You can put your junk in there. You can organize it carefully. Or you could put your knitting needles and and balls in there. We’ve seen that, too, of course. The top. We’ve seen people interacting, being more for organizational, since that’s the That’s the part that shows, even if it is in a closet like crystals, saying this could work in a closet as well as a wall. But if it isn’t a closet, you know the top shelf is what people see them first. So they we’ve seen people organized the top better. The middle has been more, um, more personal on. That’s been exciting to see how people have reacted to the different components that we engineered on a very personal, very personal creativity kind of levels.

[00:30:01.10] spk_2:
Yes, sin tony, all of your pictures of your bookshelf.

[00:30:09.40] spk_3:
Alright, Alright. So what? We were out Not no, no censorship building on what others contribute. Taking everything in What? You’re an

[00:30:16.79] spk_2:
expert in it, right? So speaking with confidence about whatever the topic is so right, if we were just in a room, a topic, we could have picked anything. And we are experts on that topic. So you’re speaking with confidence and and still building this together. Mm.

[00:30:36.84] spk_3:
Okay. Okay. Um, let’s leave it there. Do we do about that? Except do we pull everything out that we can about that exercise? Because I don’t want to do it for fun

[00:30:43.96] spk_2:
thing. The only other thing

[00:30:46.57] spk_4:
I’ll say is just opportunities to replace competition with trust Trust in celebration. I think that’s kind of the name of the game. Really helps to just celebrate what people are bringing to the table and use that to inspire better thing.

[00:31:18.14] spk_3:
And that trust to each of you said no said I didn’t. I wasn’t on the wasn’t on the hot spot for this. But you know, each of you lead with lead the next person with a question, your confidence that the person is going to take it on and is not gonna object or or fumble or, you know, but But it carried further. Okay. Excellent. Thank you. very much crystal ramps or chief administrative officer. National Council of Negro Women got CEO Jackson partner and CEO of Echoing Co. And both deeply involved with with the Washington Improv Theater. Thanks so much for being with me. Thank you.

[00:31:38.02] spk_4:
Thank you, Thank you. Thanks for Stoke tony.

[00:31:38.61] spk_3:
Thank you for being with tony-martignetti non profit radio coverage of 20 NTC.

[00:33:10.18] spk_1:
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 non. Now it’s time for Tony’s take two. Thank you. Um, thanks for being with the show and staying with it through Corona virus and recession and protests against racism. Um, I’m I wanted to keep producing the show. I mean, there’s no there’s no stopping the show. The show has got to go on, but, uh, all the more I think, you know, just because things have been so tumultuous since what, roughly march 23rd or call it mid march. Um, so much confusion change, uh, you know, new routines. The show has got to continue. It has got to be some things that we just can rely on. They’re just gonna be there. And non profit radio is one of them. And so I insist that, uh, not that not that I was thinking about postponing are going on hiatus. But it’s just three assure that Ah, some things remain unchanged. Remained constant. You can count on them, and non profit radio was one of them. And thank you for being consistent, loyal listening audience. Actually, it’s uptick ta little bit. It did like in April and may, you

[00:33:30.85] spk_3:
know, more people spending a lot more time at home, right? Doing everything at home

[00:34:10.00] spk_1:
from exercise to maybe more podcasts. So, um, thank you. So I’m I’m glad and gratified that, uh, audience hasn’t declined. You haven’t gone anywhere. The show still has value for you. That’s very gratifying for me. I thank you for sticking with the show. Still listening, and I’m just glad that you’re still getting good information from it. So thank you. That is Tony’s. Take two. Now it’s time for tech policies with Karen Graham and Dan Getman.

[00:34:42.03] spk_3:
Welcome to tony-martignetti non profit radio coverage of 20 and D. C. That’s the 2020 non profit Technology Conference were sponsored at 20 NTC by Cougar Mountain Software. With me now are Karen Graham and Dan Getman. Karen is director of education and outreach at Tech Impact, and Dan is senior manager of donor relations for manna. Karen Dan. Welcome back, Teoh. Tony-martignetti non profit radio. Well, for you, Karen. Dan. Welcome.

[00:34:48.37] spk_6:
Uh, thank you.

[00:35:32.51] spk_3:
Glad to know that you’re each well and safe Dan in Philadelphia. Karen in Minneapolis. Good to know. I’m glad we could work this out. Your conference topic is establishing tech policies to protect your non profit can. You and I have talked about tech policies in the past and and other things that are, uh, when you were with idea where we’re on the surface boring. And you were happy to call them that, but nonetheless important to your non profit. So would you mind doing the same? Explaining the the importance to what could sound like something very dull?

[00:36:08.17] spk_6:
Sure. Well, I mean, regardless of what kind of situation we’re in, we all know that there are good people that make bad choices. And so having some policy guidelines to help people to anything twice about those choices, um, should provide some guidance for them, as is helpful but also having some clear consequences, I guess, in place or responses when people do make bad choices. That’s also important to know how you’re going to respond If somebody makes a mistake now, especially, I think nonprofits are feeling this in the right. Now, as we’re recording, we’re in the midst of the Corona virus outbreak and ah, lot of dumb profits have gone to remote work. And so they are, I think, thanking their lucky stars or they’re good judgment if they already have developed really good policies for remote work and use of personal devices and things like that. And if they haven’t done that, they’re scrambling right now to try to figure it out.

[00:36:35.50] spk_3:
What are some of those bad choices that you’re talking about?

[00:36:54.98] spk_6:
01 of the things that comes to mind immediately is ah, a kind of choice that will lead to a security vulnerability. Um, you know, just say, sharing data that is his private that contains personally identifiable information with people that really don’t need to have that information, um, downloading it onto a home computer, things like that, Like those kinds of choices can really make an organization vulnerable to that data getting into the wrong hands, Um, or to like, passwords and system access getting into the wrong hands. And I mean, I’m sure we’ve all seen the consequences of that. Um, I have some data on that. They’re the average cost of a data breach, according to a 2019 survey was almost $4 million for a data breach and on profit. They’re just as vulnerable to that, if not more so. Ah, compared to therefore profit piers.

[00:38:00.59] spk_3:
Yeah. Yeah. Oh, yeah. Certainly we think about organizations in the health care’s our healthcare arena. But even outside health care, there are dates of birth, their credit card numbers. Um, other personally, you might have social security number for some reason. Um, it’s all that personally identifiable information. Oh,

[00:38:00.98] spk_6:
and all of that can compromise people’s privacy. And it also can make an organization really vulnerable to ransomware attacks where the hacker threatens to release that information to the public, or, um or misuse it in some way that can really destroy the organization’s reputation. You’re and be harmful to the people that they serve. So that’s something that that actually non profit are especially vulnerable to because of the kinds of information that they handle. And also because, unfortunately, many nonprofits have not invested in security to the level that they should.

[00:38:38.42] spk_3:
Yeah, all right, Dan, let’s bring you in your in your office. We hear a little background noise. That’s okay,

[00:38:44.71] spk_7:
all right,

[00:38:45.12] spk_3:
It’s not They’re not, I presume they’re not strangers walking through Karen’s home in Minneapolis. So it must be your office. That’s OK.

[00:38:54.15] spk_7:
That would be me. Yeah,

[00:39:05.63] spk_3:
that’s OK. Way have lives. It’s alright. It’s alright. Just, uh, letting people know Karen is secure. There’s nobody walking through her. Her family room, Dan. So manna has been working on ah, comprehensive tech policy or is finished. What? What’s your what’s manage role in in this?

[00:41:25.42] spk_7:
Sure. So, um, we put together ah, bunch of different policies last fall. Um, and I hesitate to say the word finished because they’re always evolving. We need to adapt what we do in the policies that reflect what we dio. Um as things change around us. Uh, for instance, um, we a lot of the policies that we instituted last fall were directed, uh or directly affected, I should say, are like the computers that we have here for years. We all used PCs and much the standard way that anybody else would, Um, And with the advent of cloud based systems like Azure and some other things that we work with tech impact to implement here, um, we were able to get on Ah, more secure, uh, server were able Teoh update a lot of the levels of encryption that we use all things going along with what Karen was talking about in response to not wanting to be vulnerable to attacks to ransom where, um, we deal with individuals who have really serious health concerns there, the client base to whom we deliver meals on a regular basis to and so we work with all kinds of personal information. We also have certainly as a non profit donors who have credit card information and other things that get stored within our systems. And so between medical records and all the things kept their in and credit card information for our donors, You know, we have a couple different avenues that, ah, potential threat, you know, might see if inviting. And so, um, as an organization that works with insurance companies, large insurance companies, we need to be as HIPPA compliant as any medical office would be. Doctor’s office, hospital system. Um and so we’ve gone through some work with, um, hip, a consultant. We’ve worked directly with Tech Impact, who also does our day to day tech support here to really, really develop well thought out policies as well as all the software sort of implementations that went along with it. So again, I hesitate to say that we’re finished because we’re always looking at ways to improve how tightened up weaken be, but, um, in terms of where we’re at today Ah, the large bulk of that was completed last fall.

[00:42:05.21] spk_3:
There’s something interesting you the director of our senior manager party. I just demoted you. Senior manager of donor relations. Not not I t, uh, that sound like the tech policy position at manner. But here you are.

[00:43:23.56] spk_7:
So it’s interesting. Yeah. Um, I think many non profit, uh, will probably understand. We use the phrase were a lot of hats, You know, that many nonprofits are smaller staffed. You know, we don’t have, uh, the budgetary capabilities Have an in house I t department. Um, and so for years, our office admin served in that role Still doesn’t in many cases, if your if your outlook isn’t working, if your internet’s down, that’s what you go to. But, um, as we were growing these contract relationships and learning that there were different levels of security that we could, you know, reach for, um we needed somebody in house who had both a cursory understanding of the tech side of things and also enough understanding and ability to work with our nutrition team Teoh, to sort of understand the HIPPA ramifications of it all. Um, and it just so happened that that role probably would have fallen to the office admin Who does does a lot of the other day to day stuff. However, uh, he went out on medical leave, and so I was sort of tasked with this being the next in line in terms of my, uh, computer savvy, I guess

[00:43:24.72] spk_4:
we can

[00:43:24.97] spk_7:
call it her.

[00:43:26.44] spk_2:
So

[00:43:27.10] spk_7:
yeah, sort of a non profit thing that you know, you have a skill set that you’re able to help with. It may not be the thing I’m trained in or went to school for by any means, but I understand it may be better than the next person. And so that’s how that kind of works out

[00:44:17.99] spk_1:
understand Time for our last break turn to communications relationships. The world runs on them. We all know this turn to is led by former journalists so that you get help building relationships with journalists. Those relationships will help you when you need to be heard so that people know you’re a thought leader in your field when there’s a time for you to be heard and to show your expertise. Turn to specializes in working with nonprofits. The red Turn hyphen two dot ceo We’ve got but loads more time for tech policies from 20 and TC. We

[00:44:33.13] spk_3:
could also consider good tech policy to be a part of donor relations. A part of stewardship. Actually, you’re part of what you’re doing. What I don’t mean you at manner. But part of what an organization is doing is protecting donor information from the can absolutely kinds of attacks that you and Karen both talking about So you could consider it on a new element of donor relations on goods

[00:44:49.79] spk_4:
store.

[00:44:50.21] spk_7:
And and part of it came back to, you know, in the donor relations side of things I oversee, uh, our database R c r m Here, um, and so again, understanding those systems, um, knowing that we treat and I’ve always treated all information confidentially, we don’t share lists with people. We don’t sell our donors information to anyone, Certainly whenever that with any client information. But from my sort of day to day rolls perspective, you know, we treat all that data, um, the same with the same level of integrity that we would with our client data on the other side

[00:45:24.94] spk_2:
of

[00:45:25.01] spk_7:
the building. And so, um, yeah, I think that’s kind of where that come from.

[00:45:29.65] spk_1:
Um,

[00:46:16.42] spk_6:
well, I’ve been kind of listening to what Dan saying, and even what I said when we opened up here, where we’re focusing on technology policies to reduce the organization’s risk or, you know, to kind of like looking at it from the perspective of where the bad things that could happen And how do we present those, and I just want o make the point that that’s not all that policies air for right there. Also, to give people guidance on positive things, they can dio um, So at my organization, just today we were talking about social media policy, and that’s something I’m sure that Dan probably deals with two. I’m doing donor management and fundraising and communication. Um, you know, you don’t want to just wag your finger at your staff and say you can’t do this. You can’t do that. Especially when it comes to social media. You want to give them some tools and some permission to be able to do things that are positive and are gonna benefit the organization. So that’s always an important thing. To remember with policy is to find that balance between the things that are restricting people from doing things that are really gonna be harmful and the things that are empowering them to do things that are gonna be helpful.

[00:46:45.78] spk_3:
Karen, what do you see? Some sometimes or most commonly I should say, as the impetus for, uh, revising oh, are creating when they don’t exist. It all a new a new set of tech policies.

[00:47:02.07] spk_6:
Probably two things, and one, unfortunately, is something bad happens. And then somebody says, Oh, we should have had a policy about this. You can imagine how those scenarios play out. But the other thing is sometimes, um, change in staff or a staff member who has listened to a podcast or, um, they have attended a conference or somehow been exposed to thes ideas and realized Oh, shoot. My organization doesn’t have the right policies in place. We should probably pay attention to this.

[00:47:32.98] spk_3:
Okay. And, uh, since you’re the consultant, why don’t you get us into this process now? How do we begin what we need to think about who? The stakeholders? I need to be involved before we can actually start typing policy or thinking about policy.

[00:48:49.83] spk_6:
Yeah, I can. I can share a few things with you. Um, first, the, um, there are six basic types of policies that most organizations should have, and so acceptable use is one. And what that means is it’s a guide to the overall use of your networks and technology equipment. That’s acceptable use policy. Um, 2nd 1 is security, and that’s really about protecting your data and your systems from from security breaches. Um, 3rd 1 is bring your own device policy, which has considerations for employees using personal devices to do their work, whether they’re in the workplace. Or, um, right now, a lot of people are using personal devices that they have at home toe access, corporate data, so to speak, or things that are owned by the non profit. So those were the 1st 3 and then the 4th 1 is an incident response and disaster recovery policy or in a plan, that’s what you need to do if something goes wrong. Um, 5th 1 is remote work kind of other considerations for employees who are working outside the office. Um, and then the final one is about social media and digital communication guidelines for what you can and should do and what’s restricted there.

[00:49:06.82] spk_3:
Okay, All right. So those there are sort of framework for our policy, those six types and and who should be involved in the process of creating these

[00:49:36.27] spk_6:
Well, I think that’s a great question to ask Dan because he had some experience with involving the right people in the organization. But my advice would be, um, you know, there’s a saying that a lot of advocacy organizations are organizing groups used nothing about us without us. And I think that applies here. Um, as well. It’s If a policy is going to affect someone, then that person should probably have a chance to give some input in the policy. Otherwise, you’re going to run into a lot of problems with people not following the policy, just working around it. And then it’s not doing anybody any good.

[00:49:56.47] spk_3:
Yeah, because then it’s a policy that was foisted on on users rather than them being part of the collaborative team that develops it,

[00:50:04.93] spk_6:
right? So certainly an executive director of board of directors in a non profit has some responsibility for reviewing policies and making sure that the right things are in place. But that’s not enough. It also has to involve the people that are covered by the policy.

[00:50:18.46] spk_3:
Yeah, the end users. How about you, Dan View? Did you follow Karen’s advice? Were you ah, compliant client? Or were you not?

[00:51:38.86] spk_7:
I’d like to think so. Um, I I was involved from day one in terms of this stuff. Ah, And to Karen’s point. Yeah, we had everyone that almost every level in some capacity involved in this process are when we first sat down, uh, with some of Karen’s coworkers Attack impact. You know, we had in the room myself the head of our nutrition department, our CEO, uh, the head of our policy on my policy, I mean, uh, lawmaking policy, But ahead of our policy, uh, department and a ZX Well, a czar PR person, our office admin. So I mean, it was kind of deer point. We had somebody from every aspect of the organization who would be either affected by the policies being put in place or be the person who is actually implementing the policies themselves on dhe. Then we brought in, which was a tremendous helping to be, quite honestly, couldn’t have done it without them. We brought in an outside consultant whose work eyes in the field in our key, specifically in ah, tech security and has a lot of background again dealing with the folks that we work with being medical record based. Um they came from ah background with ah consultant work dealing with hip a related issues specifically, and so we have them come in and do ah full risk assessment to go side by side with the risk assessment that tech impact did. Um and we had a really nice look at, uh what what policies do we have? What policies do we need and what things are already in place? And where can we, you know, make some tweaks to get better? And so it really was very collaborative effort, both internally and in terms of the two external groups that

[00:52:18.51] spk_4:
we worked

[00:52:18.92] spk_7:
with. But we needed every voice in that room

[00:52:24.75] spk_3:
Any difficulty, Dan getting buy in from leadership t this for this project?

[00:53:03.47] spk_7:
So no, we’re fortunate, actually, that we have ah CEO who is one very progressive and and likes to be at the forefront of all aspects of, you know, our business. Eso that includes technology again. We’ve always we’ve been around 30 years, so dealing with our client records and the hip related issues. There has always been something that mattered to us. Um and so this was seen as an opportunity to improve upon efforts that were already making It was not seen internally as Hey, this is a bad thing in the world. We all got to go through this process to fix something. It was really more, um we’re doing a good job, but we can do better than what we’re doing, and we’re gonna strive to do better than what we’re doing. And so our CEO didn’t require any real pushing. She was actually the one pushing, pushing all of us.

[00:53:57.44] spk_3:
OK, OK, Karen, we don’t have time to dio in depth on all the six different policies that you that you mentioned. But since we’re in a time now, when a lot of people are using their own personal devices, why don’t we focus on that policy? The personal use of devices for work? What I you know, I defer to you. How do we like what questions should we be asking or what policies should we have in place? What’s the best way to approach that one?

[00:55:44.69] spk_6:
Sure. Um, here’s some some of the questions you could think about for that, um, one is, um usually, organizations start with who is allowed to use those devices and in the situation we find ourselves in right now, I think it’s almost everyone has allowed to use personal devices, but maybe not. I mean, maybe if you’re a non profit that is allowing people to work from home either indefinitely or just for a defined period of time. Maybe you want them to Onley be allowed to do their work on ah organization issued device. Maybe you will provide them with a laptop or a tablet or whatever it is to take home with them, and they’re only going to do it there. And then you know it’s important than to issue some guidelines that let them know your home computer is off limits for conducting your work. So that’s an example. But then it’s not just computers. What about their camera? You know, if they’re doing videoconferencing, if it doesn’t have a built in camera, can they use their own? Or do they have to get one from the organization? What about a headset? What about like all that extra stuff? And then, if they are using their own devices, what kind of support do you offer for that? If something breaks, you fix it. If they have a problem with their settings on the computer, are you responsible as an organization for helping them with that? Um, what about like antivirus software on their home computer. Are you now going to pay for the cost of that? Or are you gonna pay for the cost of their cellphone, which they’re now using to take calls? Because the office phone is being forwarded to their cell phone. So there’s a lot of a lot of different issues there. Um, 11 more thing that we find, especially with mobile devices, is like, What kind of encryption do you and require, um, and locks and authentication and, like different kinds of security measures that can be installed on a mobile device? Um, it’s not necessarily a case where more is better. You have to find the right balance between convenience and security there.

[00:56:11.33] spk_3:
What about use of other people’s use of the of that same equipment, you know, when they’re home? If is that a family laptop that the person is using for work and then night their kids do their homework on it? I

[00:57:01.27] spk_6:
mean, Well, yeah, I think that’s the reality for a lot of people right now. So, um, it’s I personally wouldn’t worry too much about ah criminal breaking into my home logging into my computer. Um, that has a weaker password at home than the computer that I used for work. Um, and you know, getting into my organizations, data or whatever. I just really don’t think the odds of that very high, but, um, but it’s more like, um, maybe through email, maybe my kids open a phishing email and they click on something. And then pretty soon, my computer’s infected on dhe. I’ve also got stuff stored on that computer that I don’t want to get into somebody else’s hands. So that’s where the vulnerability of shared devices probably is. Most important. I don’t know if you would agree with that, Dan, or if you’ve got through that with your organization

[00:57:11.55] spk_3:
damn before we before we. I do want to go to you immediately, Dan, but I want to make clear that we now know the password to Karen’s home computer is 12345

[00:59:56.18] spk_7:
Yeah, I think if the really important one and we did go through this in terms of a lot of the policies that we’re putting in place, we have ah mixed set of media for this organization, um, desktop and laptop, and for those with laptops taken, certainly take them out of the building, and so there’s no safeguards there needs to be in place. Um, but the one that we really found I don’t want to say a stumbling block, but it’s something that I think organisations should keep in mind when they’re when they’re thinking about this kind of stuff. So many of us now have smartphones, and they’re great and they can do all these different things. Um, the one thing that really got under a fair amount of people skin here was the restrictions that had to be put in place for, uh, one’s own mobile device. And specifically, what we dealt with was, uh in the case of our email client, um, outlook is great and can be controlled with a lot of the policies that we put in place with tech impact. However, uh, if you have an iPhone or an android and you do not have the outlook app if you just use the native mail app on your phone, um that is outside the scope and the control of a system like in June or Azure. And, uh so what we had issues with were people wanting Teoh, you know, use the app that they’ve been using for the last 10 years, Um, and having to switch to something that was considerably more restrictive. Um, and it’s one of those things that sort of the growing pains in this process. But ah was absolutely necessary for us to be ableto you know, rain in some of the control on the data that’s being used. Um, and to Karen’s point with, you know, kids clicking on an email, Um, you know, we have it set where, As an example, if I pull up an email on my phone, I can’t screenshot it. I can’t save whatever’s in it to my phone. I mean, we have everything as locked down beyond you can read it and reply to it, and that’s it. Um, but just just knowing that some of those those things they’re out there in terms of the restrictions in terms of the necessity to have them be protected. If I lost my phone and someone got into it, they could seemingly access information. I wouldn’t want people to see, you know, from a work standpoint. So I think those are things that we take for granted. Um, having these wonderful devices that we carry around every day, but they’re really, um they are portals to our jobs into our lives and security that needs to go with that is it can’t be understated. And that was definitely something that we hadn’t thought about quite honestly before.

[01:00:07.86] spk_4:
This all happened.

[01:00:16.07] spk_3:
Making compromises for company. Absolutely ization security. Karen, we’re gonna wrap up. Does this tech impact have any resource Is, um, better related to detect policies that that folks can access on the website?

[01:01:06.21] spk_6:
Of course, we dio with a lot. So I’m at Tech Impact out, or GE, we have a number of resource is about policies and security, which we’ve been touching on here, too, including free consultations for people who just have a question that they want to ask of a professional. You can request that on our website. Um so about that tech impact that or ge and then on ideal wear dot or ge, which is also a site that is heart of our organization. That’s a resource site. And so we have a policy workbook on there that will help you, like, step by step, develop each of the different policies that I mentioned earlier and also a number of other knowledge. Resource is, we’ve got a course right now to that. We just finished a live version of it and the recordings available at Ideal where DOT or GE, if people want to really take a deep dive into this

[01:01:20.01] spk_1:
outstanding thank you. And, uh, as former CEO of Idea where I know you’re well acquainted with the with the offerings there. That’s

[01:01:38.21] spk_3:
Karen Graham, director of education and outreach, a Tech Impact, and Dan Getman, senior manager of donor relations at Manna. Thanks to each of you for sharing thanks so much and, uh, and stay safe. And thanks to you for being with non profit radio coverage of 20 NTC

[01:02:21.65] spk_1:
next week. More from 20 NTC. If you missed any part of today’s show, I beseech you, find it on tony-martignetti dot com 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 non profits 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. Our

[01:03:00.45] spk_0:
creative producers Claire Meyer Huh Sam Liebowitz managed stream shows Social media is by serving Chavez. Mark Silverman is our Web guy on this Music is by Scots with me next week for non profit radio big non profit ideas for the other 95% Go out and be great

Nonprofit Radio for January 4, 2019: Stay Secure In 2019

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Oppcoll. Hello and welcome to Tony Martignetti Non-profit Radio Big Non-profit ideas for the other ninety five percent. I’m your aptly named host. Happy New Year. Welcome. Welcome to Non-profit radio two point zero one nine. Whatever the hell that means. Welcome to the new Year. Oh, I’m glad you’re with me. I’d suffer the embarrassment of Pem Fergus Arithmetic. Assis, If you made me face the idea that you missed today’s show, stay secure in twenty nineteen. Let’s resolve to keep our technology and data safe in the new year. Jordan McCarthy will help. He’s with tech impact. And he’s got simple, proactive measures for the short term as well as bigger long term initiatives. For your consideration, stay safe on Tony’s Take two Time to be an insider. We’re sponsored by pursuant full service fund-raising data driven and technology enabled. Tony Dahna may slash pursuant by Wagner CPAs guiding you beyond the numbers regular cps dot com. Bye. Tell us Attorney credit card processing into your passive revenue stream. Tony dahna slash Tony Tell us and by text to give mobile donations made easy text. NPR to four four, four nine nine nine How police to welcome Jordan McCarthy to the show. He is infrastructure and security lead at tech impact. He works with organizations of every shape and size from three person grassroots advocacy groups to three hundred plus Persson social service providers to help them figure out what kinds of technical tools, analyses and strategies will maximize their social impact. Yes. A decade of experience and systems and network administration, technical writing and education and technology policy analysis. Tech impact is at tech impact dot org’s and at tech underscore impact. Welcome to the show, Jordan. Thank you so much. It’s a real pleasure to be here. Thank you. And happy New Year. Oh, you as well, Thank you very much. Thanks. Um, Tech impact is Ah, non-profit itself. What? What are you doing there? So quite a lot. We are an interesting organization because we have the heart and soul of a non-profit, um and to some extent, you know, the constant, you know, running from one thing to the next. But we provide services in the style of a more traditional tea shop to other non-profit. That’s not the only thing we do. We actually have several arms, one of which I’m really, really fundez works arm, and they’re sort of a more traditionally non-profit ah division that does workforce development in Philadelphia, Wilmington in Las Vegas. I bring in underserved young people and giving them a solid foundation of skills in its various kinds of support and allows them to go back in their communities and give back and start off on really solid careers. But, um, I was out of the house. We provided all sorts of technical services advising, consulting, implementations and an ongoing support. Two non-profits of every shape and size. And what we do for each non-profit really depends on who they are and what they need. So we try to meet folks where they’re at and, you know, get a sense of who they are and then sculpt a package of services, whether ongoing or short term. There really helps them be more effective at whatever it is that they do using technology related. Yes, exactly. Right. So you know, we aren’t necessarily going to help for supply cars, but anything related to information technology. It pretty much falls under arm broke Now I saw that in training you partner with Idealware Idealware Sze CEO Karen Graham is bound to show a couple of times. I’m a big fan of Idealware. Did I see that right? You You do some partnering with them? Actually, yes. And we’ve partnered more closely than ever because we have actually merged with Idealware second back and idealware. Yeah are now basically part in parcel of the same organization. So we are tremendously excited about that, Looking forward to working with Karen and her team to really redouble our efforts in the area of education and training and really trying to get people empowered to do some more of that stuff on their own. So they don’t have to, you know, exclusively, Rely on, you know, chops like that Come back. We will be here still that people need us. But we want to give people a much much of the tooling and resources that they I can stomach so that they can be as effective as they can on their own looking Look at Non-profit radio outside the loop. I did not know that you had merged. Is there going to be a common name? But between you and idealware. So they are, I believe now, but we’re keeping the name check impact it’s sort of, you know, it’s It’s a nice broad umbrella Idealware is keeping their name is well, but I think there now, you know, one of our major flagship. Yeah, Not not. I don’t know what we’re calling it the subdivision because they are, you know, really powerhouse in their own right. But they’re a member of the family. Let’s say OK, how recent is that merger that I that I didn’t know? Only in the past couple months. Oh, good. Okay. I don’t feel so bad. All right. No, more like two or three months behind. Oh, that’s not so bad. I’m still reading the newspapers from October then. Okay, Trump. Um, So you want to see, um, social progress? You say that you want to see social progress shaped technology usage, not the other way around. What do you feel like? Non-profits are not doing as well as they as well as they could in this. That’s very interesting and complex questions. All right. What we have in our you know, I mean, we go. Don’t take. Don’t take a full hour on it, you know? But now I don’t know if we have time. You don’t want the one you don’t want to tail wag the dog? Yes, exactly like that. One of my personal driving philosophies, that sort of really, um they put me where I am today through various stint in higher education and the D. C think tank world. And what I know what that means to me. I think, is that I see, you know, technology is everywhere in today’s world, and we’re doing a lot with it. But a lot of what’s being done is not all that socially oriented, right? You know, I several years ago was already sort of concerned about what Facebook was doing to all of us. And now, you know, come two thousand eighteen and we get a really big download of exactly what’s been going on there and how they have not really been all that interested in doing good by the world on. You know, Facebook is obviously the bookie man of the day. But you could look at any big tech company, really and and ask. Okay, well, how much of this is socially relevant? And to be fair, many of these cos I do have a lot of really powerful, um, philanthropy arms, and they do a lot of really good work. But at a zoo community, I feel like the technology space isn’t as focused as it should be on solving the really big problems that we face as a society as a world, you know, matters of civil rights and environmental destruction so forth, Um, and I think that the non-profit community really does tackle those problems day in and day out. You know, that is their core focus. They’re kind of safety net providers in the whole bunch of different spaces where you know other sectors just aren’t quite stepping up. And so what I would really like to see is a fusion of the spirit and the really innovative thinking in terms of social development and progress on the non-profit side and be able to fuse that with the you know, really, under a nouriel creativity of the technology space so that we can see maur tools, Mohr types of work that leverage this tremendously powerful tool kit that we’ve developed over the past twenty years or so to really maximize the number of people who can be reached by a particular social intervention, you know, the number people who are aware of various pressing problems really raise the level of engagement. OK, tidy as a whole. Uh, Jordan, I want Our people are not only more aware of what’s going on, what’s really important, but that they also empowered to do something about it. That’s meaningful. Unhelpful. Okay, we got to take our first break, but I want to continue this thread of the conversation talking about Cem Cem. You know, idealware non-profit technology network and I feel like there’s we’re making inroads to this, but time for a break right now pursuing two New resource is on the listener landing page. The field guide to data driven fund-raising is practical steps to achieve your fund-raising goals using data and they’ve integrated case studies included and demystifying the donor experience guide you through creating a donor journey. That donor journey map plus savvy stewardship strategies. You find those two resource is on the listener landing page at Tony Dahna may slash pursuant capital P for please. All right, now, back to stay secure in twenty. Nineteen. Right. Jordan sometimes might take these brakes. I forget where we were, but I did not forget where we are. This time. But future breaks, I may ask you, Teo, be my crutch. Remind me what? That we were just talking about. OK, so where you want to see this fusion between social progress and the technology tools that can enable it support it? We’re making inroads, though. I mean, there’s there’s tech impact. There’s a non-profit technology network there’s idealware. Let’s see, I just had a guest on and Mae Chang a few weeks ago talking about instead of lean, startup lean impact, you know, howto iterated and learn fast from buy-in in your in your non-profits. I mean, that’s sort of ah, that is broader than just technology. But she was taking that technology that that tech startup theory of lean impact from Eric Reese and applying it here to non-profits. I feel like we’re making inroads, right? Oh, yeah. Okay. Which is not where you want it or not, where you want to be yet, right? I think you know the corporate world is really good about innovating rapidly and figuring out new things, Teo. New products to bring to market and new ways to capture the public attention and so forth. I mean, there was really good at it. That’s what they do. And I feel like the non-profit and civil society space. You know, it’s so focused on its core work, which is some of the most important work being done out there, right? You know, it is life saving work. It is world saving work that they don’t necessarily have much time to throw at considerations that might seem, in some ways, like overhead. You know, obviously fund-raising that one is a given, right? Everyone needs to do that. Yeah, but way. I’ll know that mandate all too well, but there are other things that are perhaps equally important, like keeping abreast of what opportunities are out there in the way of technical tools that could really help, you know again, reach more people or make your operations more efficient or save money or saved. The’s are all important investments and unfortunately, overhead. Gotta bad label several years ago. But, you know, Ah, non-profit radio were always bristling at that. That that thought that, Oh, you know, if it’s not direct service related, it’s wasted money and people won’t. Our donors won’t understand it on DH. They’ll think that we’re not good stewards of the money that they give us. That’s that that thinking has got to go out because we’re talking about investment in your organization and your people and in the services that you’re providing. That’s exactly right. Yeah, I mean and invested time and money to end up with a better, more efficient, leaner you gnome or impactful and state like that’s just there’s no way around it, right? I mean, you can’t deny that the most Well, I was gonna say most admired companies, Let’s just say the wealthiest cos whether they’re most admired. That’s ah, value judgment, but that you can’t deny that they’re constantly investing in in themselves in their people. Amazon, Google, Facebook. Was that Fang Netflix? You know, the company’s heir, constantly investing in technology, and there’s a lot of lessons to be learned in those types of investments. Oh, most definitely. And I think you know, I I also share your frustration with the whole idea that overhead is a bad thing because you know, it doesn’t matter and you know not to stare at their do it, Lee. But information security is often seen his overhead right. It’s something that you have to deal with on a regular basis. You know, you do it right. It’s always in the back of your mind and always take some resource is an attention, and you don’t really see immediate, tangible benefits because by definition, good security is not getting broken into right. And it’s hard to measure the value of a negative. I know, until, of course, you do get broken into and you see just how bad it can be. So I completely agree. I think overhead is a sort of A I wish it were not a bad term, but since it is, let’s get rid of it and call it something like, you know, core structural support, investment. That’s what investment you’re investing. Exactly. Yeah, that’s even better. And people understand that. And you’re asking people to invent me? If you’re talking to donors, you’re asking them to invest and you’re investing in the work that they’re investing in. You just give it to you, and you invest duitz. Okay? All right, Let’s school. Good. Uh, love that opening. So let’s let’s get to some some details. Tech impact has this excellent resource which we’re goingto sort of talk through. So if you could just goto tech impact dot or GE, is that the way to get it? I got it. But I forget, how did what did I do? You go to Tech Impact or GE. And then where, then Eleanor website. There’s a whole bunch of menus, and there’s a menu item for things that we do on underneath that there is a security section and I’ll go there. You’ll get brought Teo Page that ask you for just basic information. And then you get a quick security checklist of the top things that you can do is a non-profit or honestly, for that matter, as any kind of organisation or even a person to be safer in a world that is getting less safe. Okay, Yes. And I I want to thank Thank you that I appreciated that it was very minimal information that you asked for sometimes to get the resource, you know? Yes, it’s free. But you have to give up your your physical address. Ah, phone number. You know, I bristle it that for this resource, it was this name and email. That was it, that’s all. And that’s all I asked for When people join our list. Name and email. So thank you for that. Thank you for not going overboard with data collection. You know, I mean privacy, because then you have to preserve lead right to you. If you take my address, then you will have to preserve it and secure it. All right, So we’re gonna get to that. OK? Eso what kinds of risks are you concerned about your welcome to share client stories. I know you. You know, you do direct work with clients non-profits clients. So what types of risk air you seeing? So I think I unfortunately have gotten pretty Harry particularly. I would say over the past year, twenty eighteen was not a good year in so many ways. So what we’ve seen is that, ah, the tax that previously were targeted, let’s say, mostly at bigger fish especially, you know, corporate fish are now coming downstream to smaller organizations. And that is ah, indicative of AA few things. One important thing to understand about the space of ideas, security or insecurity, if you like, is that it is and has been for a while. It is dominated by big, actually corporate actors. I mean, These are international crime syndicates who exist in their their core business model is to break into other organizations and steal their intellectual property. Used there are rather abuse their infrastructure. For other, you know, malicious reasons just generally do as much damage as possible. Like steal half a billion addresses and credit card numbers from it was, Well, Marriott, Whatever the weight of a company emerged with Marriott last year. Spring him not Spring Hill, but Starwood Starwood, right. Half a billion addresses, credit card, a data passport information for some people compromise. And that’s just one example of yeah, well, you go back, you know, even a couple of years. And, you know, many, many big names just, you know, fly off the pages of a Home Depot. There was target argast, you know, the Office of Management and budget in the federal government like you be. These attackers have targeted very successfully the some of the largest institutions out there that have truly massive databases of personal information. But Betsy’s coming down, proceed. You Ah, go and steal people’s identities or you know what? They generative process, right? They take the information that they’ve stolen, and they use it to try to extract as much value from that data set and then build dated today to set further. So they might use those emails to send more spam, encouraging people to log into a fake. You know, Google, Sinan Page or something and thereby build their database even further on. And they really refined this. It’s not a technique, it’s a hole. World of techniques, really. It’s a business model over several years. Two at the point where it’s really a precision engineered process, and they have a specialization. They’re different parts of this black market ecosystem that specialize in breaking into accounts. They’re different ones that specialize in spamming. They’re different ones of specialized in setting up and distributing attack tool kits that make it even make it easy for people to start performing these attacks. So there’s a lot of specialization, a lot of a lot of different firms engaged in this process, and there’s a CZ. You pointed out this billions of dollars to be made in compromising organizations. Now rhetorically again. And even now, of course, the Holy Grail, if you will, is to break into a target or a Home Depot or something because they have millions upon millions of records, latto payment information and so on. But of course, you know, this is an arms race, and so the big companies have gotten somewhat better at securing themselves. Many of them have been hacked and therefore have been paying a lot of attention to their borders and making sure that you know they’re relatively safe and At the same time, the attacks have gotten cheaper to run because they’ve been systematized and really reached a sort of industrial level of scale, which means that it is easy and cheap to run attacks against smaller and smaller organizations profitably. And so that’s exactly what’s been happening is that, um, these very sophisticated attack tool kits and procedures have been used to go after smaller and smaller organizations. Ah, and another important thing to understand is that most of this work is not at all targeted. It’s very opportunistic. So you know, a. A big crime syndicate will get a big list of E mail addresses by way of breaking into a company’s database. And you know, there’ll be all sorts people on that on that email list. You know, private individuals, partners of the company and so on. And the attackers will just use that database and send out fairly generic phishing emails to everyone on the list on the assumption that sure most people will recognise this email that’s coming in is not actually asking to reset their Gmail password. But even one percent of the people on that you know, many million person list do actually take the bait that represents thousands and thousands of more accounts they’ve just broken into and a hand that can now use to execute even more attacks. And so there’s a lot of daisy chaining that’s going on here a lot of building on prior work or prior attacks to create even Mohr devastating attacks that target even more people. And so the non-profit space is sort of squarely in the sights of this black market ecosystem now. And so, you know, at any given day I c e mails coming in both to Tech impact itself and to our partners, who then forward them on to me. You know, maybe somewhere between five and ten fairly well crafted emails. Ah, on all sorts of subjects. You know, some of them say your Gmail account has been compromised. Please click here to reset your password. I saw a brilliant one just yesterday purportedly from American Express saying something is wrong with your card. You need to click here to review some another as transactions. This email wass spectacular. He had all the right branding. It was formatted exactly right. All of the links in the email even went to valid American Express Web pages except the big click Here button, which set you to the attack Paige that tried to get you to divulge your log in information for your American Express account. You’re saying that was very high level of sophistication mary-jo right now, very hot again, basically targeting everyone at this point. Okay. And that was very high quality, so very equality. And I mean, I think the big theme is I have seen a steady progression of the quality. So it started out, you know, in let’s say, Well, that’s a year ago, January of last year, Most of the stuff I was seeing was pretty shoddy, right? It had lots of spelling errors, very little in the way of visual branding. Um, you know, the formatting was terribly off. The email address didn’t look even remotely convincing. But you know the email I got yesterday again, everything about it was perfect. Except that one button and even the button. I mean, it was, well formatted. You would have to actually hover over it and noticed that the link point somewhere other than an American Express. But Paige Teo be able to tell that anything was wrong. Okay? S so natural. You know, next question is, what the hell are we going to do about this? So you’re you’re resource papers, got ideas, and you really want to start not with the technology, but with your people. Exactly. There’s a misconception in the general, you know, world at large that because this is a high tech problem, it must have Ah, hi tech solution. And more to the point that you know that high tech solution probably going to cost a lot of money. And it is true that there are some high tech solutions out there or I wouldn’t call them high tech. I would just call them, you know? Yes. Technical solutions. None of them are that involved. And, you know, you shouldn’t have to pay that much, if anything, for most of them. On the most effective solution to this kind of problem, um, is getting your team, your staff on board with the project of keeping the organization’s safe and helping them to understand just how pervasive and sophisticated the threats really are. You know, it’s hard to get a bunch of dedicated, hardworking, you know, non-profit staffers into a room for an hour and get them to listen to a lecture on you know how they need to care about security. You know, for all the reasons we talked about you so much rather be getting their work done. But if you can get your team to understand that this is the risk Israel, the threats are, you know they’re significant and growing. I get people to just adopt a stance of reasonable vigilance, you know, not full blown paranoia, but just being a little bit, you know, thoughtful about everything they click on, whether it be an E mail that comes in from that they weren’t expecting, even if it comes from someone they know. Because part of this whole like iterative process in the attack space is that attackers will break into an email account and then send emails to every single person in that now hijacked account’s address book so that the emails do, in fact, come from someone that that person know you can’t even now just say, Oh, as long as I know the person, it’s fine may very well not be fine because you maybe not. But when you open an email and you’re not expecting it. And I’d ask you to go. You know, you this special report that, you know, if for your eyes only and what not especially if the person that you, uh, get this email from would never write that way. That should be a red flag. And similarly, whenever you’re browsing online, you need to be vigilant about what you click on you. No, don’t click obviously, on anything that says you’ve won a thousand dollars, because that is never true either. It’s certainly not true in real space, and it’s doubly not true online. And, you know, you always just have to be a little bit, you know, a little bit suspicious in back of your head. Think, Okay. Could there be another you No ulterior motive here? Like what? What’s the agenda of the person who sent me this thing or, you know, showing me this web page? Um, you know, is that someone I trust on? Do I have some context for why I’m being asked to enter my password here or provide this information Or click on this button? Um, is this going to do what I wanted to do? And if you can adopt that kind of a mind set and get your entire team to adopt that kind of a mind set. You become exponentially safer than most other folks around. Because this is a new mindset. It’s hard to shift your thinking, particularly the non-profit space, where we operate largely on the basis of trust. Right? You know, we have a lot of partners. Uh, you know, we have to trust that our partners are also interested in doing the same good work that we are. You know, we don’t want to wander around being endlessly suspicious of everyone, but unfortunately, the state of security online. Yeah. Yeah, You really have to be all the more vigilant. We just We just have about two minutes before break, tell us what’s been going on at Tech. Impact yourself. You’re you’re you’re CEO. You’re some sort Your CFO has been getting emails that purportedly come from your executive director. Oh, yeah. And we’re not alone. So the more sophisticated version of we’ve only really talked about one type of attack. And there are others that we might want to talk about. But, you know, let’s go quickly. There’s a different variant that isn’t quite fishing. So fishing is trying to get you to divulge your own personal information over email. But there’s a variant of that attack where someone writes into an organization pretending to be someone high up in the leadership team, the executive director or the CFO or someone like that and ask various members of the staff, Oh, I’m out of the office right now, but I really need you to conduct a transaction for me. I need you to buy some gift cards. Some of them get really creative, and they say, and they and they do their background research. And they say, Uh, we just had this annual conference, and I need to send gift cards to all of our speakers. Could you go out and buy those for me and then send me the codes from the back of those gift cards so I can, you know, send them along to peep folks by email. Those e mails, when they’re well done, can look exactly like they come from the executive director of the C. F O or whoever. And of course they don’t. And if you reply to them and do what they ask, you will be sending all sorts of things potentially financial information out to someone you’re never gonna be able to find again. Because they set up a fake e mail account for the purpose of trying to infiltrate your organization. And once they’ve done that, they’re going to get rid of it, and it’s going to be on Treyz schnoll. All right, we’re going where we’re going to take a take a break. And when we come back, I want youto continue this because I’m going to ask Ah, Jordan, how could this possibly happened? Attack impact. Okay, so ah, stand by for that weather. CPAs nufer the New Year. They’re kicking off a remote non-profit roundtable. Siri’s. They used to just be on location. Now they’re doing it remotely. Livestreaming each quarter a wagner’s C P a C P a will cover a topic that they’re intimately expert in. So they’re the experts, but you need to have a basic understanding of it. All right. I mean, you want to know what you want to have a rough idea of what you’re seeing is doing and what to do in the non-profit realm. That’s what they’re talking about. The first one is on January fifteenth about revenue recognition for your grants and contracts, you goto wagner cps dot com Click Resource is than seminars Now Time for Tony. Take two. It’s time for you to be an insider. A non-profit radio insider also nufer the New Year. I’m kicking off something expanded guest interviews that are going to be exclusively for non-profit radio insiders. Each week, I’m going to dive a little deeper into a topic with a guest or cover something we didn’t talk about on the show in these three to five minute videos. All right, the video is going to be on a private playlist entirely for insiders. Have you become an insider? Sounds like something that you would have to pay for. And you’re right. It does sound that way, but you don’t have to pay. Other people might charge for something like this, but I will not. Ah, all I do. All you do is go to twenty martignetti dot com. Click the insider alerts, button name and email Like George and I were just talking about that’s all you got to give and you become an insider. Tony martignetti dot com. Now let’s go back to Jordan on DH Stay secure in twenty nineteen Jordan How could this happen to tech impact? No. The unfortunate thing is this is really easy to do, and it’s easy to do for someone with not that much technical skill. And just because you get one of these emails that looks really carefully crafted and whatnot doesn’t mean anything has actually been weak or that you’ve been broken into every one of us as an organization has tons of information about us online, right? Certainly the names of our executive directors are incredibly easy to find. If nothing else, you can get them from our tax returns, right? And attackers again have built out this elaborate process that involves doing some basic background research on any organization that they want to attack. I’m sure that they go to the organization’s websites and maybe even look at their tax forms and find out other things about the organization’s. Actually, I read recently that many of these militias actors air now doing extensive Lincoln research on a particular people within an organization is they’re trying to go after, so you don’t know what they’re doing. They built the whole process around this on. They use the publicly available information to construct, you know, eh uh, intact. It is as plausible as they can make it. So, you know, if they see a mention on the Web site that there was a annual conference recently, they might throw that into the E mail again to try to make it that much more authentic. They might mention someone else on the team and say, Oh, you know, like, you know, pretend that the message was coming from your executive director. Oh, I tried to contact, You know, Jim our c F. O. And he was out of the office, but I really need this done. Can you help? It is very common behavior. Now, I will say each second a background research. That hacker does represent one less second of profit. Right. They don’t want to put in that much time. So you know, you shouldn’t worry generally unless you are really, really big and really, really interesting about, you know, hypothetical attackers scouring your web page and every other thing you’ve done publicly for information about you. They’re not going to do that, but it probably will spend, you know, a minute looking at the stuff they confined most easily. And then they’re gonna construct attacks based on what they found, uh, and make it seem like you know the emails. They’re sending our legitimate as possible. They also will do that, actually, not only even just pretending to be part of the organization, they will also try to extort you and say, you know, I found out all of this fallacious information about, you know, your executive director, or you know what your organisation’s doing on. They’ll drop some publicly available details that aren’t even remotely interesting and say, But I have so much Mohr and, you know, if you don’t want us to go out, then you have to pay me a lot of money. I actually saw entire wave of the attacks last month, and they they weren’t particularly well done. But they bothered to do a little bit of background research. So the bottom line is you’re going to get these emails on. They will contain information about you and that should not be as big of a red flag You as you might think. You shouldn’t respond to them. You shouldn’t do anything except, you know, look at them carefully make sure that there isn’t anything in there that really is private and that someone has figured out, because if that’s the case, you need to do a lot more work to get things locked down. Um, and again, just be suspicious. Don’t believe someone when they ask you to do something, you know, unless you have actually had a conversation about that request before. Better yet, I encourage every organization to have a basic policy that says no one in the organization is going to ask anyone else to authorize a financial transaction or a password reset or anything sensitive over email alone. That’s just never gonna happen, and it’s never going to be allowed. You always have to actually talk to the person who’s making the request to confirm that they, in fact, made it before anybody acts on anything. Sounds like a sound policy. Okay, Labbate. Let’s let’s bring it back to what we can do to protect our organizations. So after staff training, what what would you say is next? So after staff training and then again, building a sort of culture of vigilance and everyone being it together on everyone having each other’s back, I would say there are some basic technicals. Defense is you can put in place. Um, because the most dominant type of attacks that we’re seeing right now are definitely email based and identity based. That is, they’re trying to convince you that you know, the attacker is someone they’re not, or and most often there, trying to steal your own account credentials and then use them for exactly the same purpose. One of the best things you can do to protect identity online is too not used, just a password alone. Wherever possible, passwords are kind of outdated security mechanism. They were only added back, you know, twenty thirty years ago, when the original researchers who were building Internet realized Oh, really? You know, not everybody should have the ability to read everybody else’s email without a password. That’s how open everything wass until they tacked on the password, kind of as an afterthought to fix the security hole and a force. As the Internet has evolved to do all sorts of incredibly sensitive things. The password as a security mechanism really hasn’t kept up to speed. It’s not good enough for the level of security. We really need of our bank websites and our social services websites and our, you know, electronic health record websites. So there’s a new standard which itself is not perfect. Nothing ever will be, but it’s a whole lot better than just a user name and password. And this technique or technology is called a couple of different things depending on who you talk to. But they all mean the same thing. You can hear the phrase, multifactorial indication or dual factor authentication or two step verification and all of those terms mean you can. You still have a user name and password, but you also need to supply something else whenever you log in to prove that you are who you claim to be, so that someone who managed to steal someone’s password can’t get in with John. That stuff this is this is Well, I think it’s we’re starting to see this. I see it on a lot of options, you know? Do you want to enable? I usually see there’s, like, two factor authentication, and this is where it’s a code will be sent to your to your phone number to your to your cell, and then you have to enter that number into the site that you’re tryingto log into is that yes, we’re talking about. That’s exactly right in the core idea There is. It’s actually just terrifyingly easy to steal someone’s username and password, particularly if you build a Web page. It looked exactly like the Gmail log in Paige, but it’s going very, very difficult for someone to simultaneously steal someone else’s phone. It is possible are, but it’s just so much so non-profits can implement this a CZ. When people come in in the morning latto log onto the system, they have to provide two factor authentication. You can do that. I would say it’s less important to do that on, you know, your PCs, you know, so that when you grow up coming in the morning, you have to go to this process. Certainly, hospitals do do that. Everyone has, you know, their little cars, that they swipe against some sort of scanner and that that council there’s there in a second factor. But most of us, I think, are now using something like Google Sweet or Office three sixty five, which is accessible from anywhere. And that’s where the attacker’s really have a have a party right they can get because you could get into the system from anywhere. The attackers can get in from Russia, Thailand, South Africa, lots of various places where they tend to work out on. And so those kinds of cloud based systems, as convenient as they are, also present a pretty big security risk that literally anyone on Earth put attack. And so those are the platforms where you really want to make sure you have multi factor authentication turned on. And the good news is, in most of these platforms, turning on multifactorial education is free and pretty easy. It’s, you know, there’s a few steps to it, but you basically just go to someone’s account. You say this person should now be required to use this second, you know, step verification or multi factor authentication. You have to have your your team signed up. You know, basically, just put in their phone number that they want to receive those authorisation codes at and then you’re done. That’s it. You know, they’re they’re logging process is going to be a little bit harder in some cases, but the whole it’s pretty painless and it’s so affected by locking these kind of so much worth the extra minute that it takes just to enable this, okay? Let’s say we got We got a couple minutes before another break, so give us No, we have to go to a break. Sorry. My mistake. So hang on there, Jordan. Think. Think of the next thing we’re going to talk about Xero tell us. Can use more money. Do you need a new revenue source? This is your long stream of passive revenue that you get when companies that you refer process credit card transactions through. Tell us watch the video. Send potential companies to watch the video. After you do, you go when you want to see it first. And then if they use, tell us for processing you. Your NON-PROFIT gets fifty percent of the fee for each transaction. This adds up small dollars. Adding up the video is that tony dot m a slash Tony. Tell us time for live listener love. We’ve got to do it. There’s so much of it. I get it. I get three sheets of paper, but do not. Eight and a half by eleven sheets. Uh, Northvale, New Jersey. The live love to Northvale, New Jersey. Wow, Northvale. Hello. That’s like that’s two minutes from where I grew up in uh, old Japan. Ah, New Bern, North Carolina. Live Love to you, Carmel, California Paddocks. Kala Patasse, Piela, Ohio Pascal or Patasse Piela Live Love goes out. However you pronounce it even if you pronounce it differently than either of those two ways. Live loves going to Ohio. Jacksonville Beach, Florida Atalanta. Oh, California Tampa, Florida All right, Awesome. Lots of live listener love today. And let’s go abroad. Uh, why wouldn’t we? No reason not to, um Tokyo and Cicada. Oh, Japan. Wonderful. Konnichi wa Hanoi, Vietnam. Ah, Social Korea, on your own. Haserot comes a ham Nida for our Korean listener. Beijing, Beijing, China. Of course we know d how everybody knows that Mexico City, Mexico I was always said, guten tag. No, that’s not right. Mexico City. Mexico would be good afternoon. What a star days when a star dies. Of course. Iran. That’s not guten tag either. But Iran is listening. Laos and Egypt. Well, look. Ah, Middle East. Checking in love it Lots of live love going out to all those people. And they maybe others that we can’t see. Sometimes there’s masked cities, et cetera. Um and ah, the podcast pleasantries. The podcast pleasantries have to go out to our over thirteen thousand podcast listeners right on the heels of the live list. Their love comes my gratitude to our the bulk of our audience, which is sitting podcast in the time shift. Whatever time device, however, you squeeze non-profit radio into your life, whether it’s Sunday nights or Saturday mornings. Pleasantries to you. Very glad that you’re with us. Thank you. Okay, we’ve got several more minutes left for we got lots of time left. Oh, yeah. We got latto two time left for Jordan McCarthy and stay secure in twenty nineteen. What’s next? Jordan? What? What should we attack after we take on too factor with simple enabling of two factor authentication? I don’t want to sound like I don’t make it sound is difficult. Once we once we checked out off, where should we go next? It is really not not hard at all again, just so valuable. So we talked about fishing. We talked about email based attacks on identity based attacks. Again, I would say they are the most frequent, Andi increasingly sophisticated type of attack we’re seeing so that definitely your number one priority, I would say. But then there’s a whole other universe of things that also are happening at the same time. So let’s talk about malware and others have more software based attack. So in addition to the attackers, just constantly, you know, trolling around, trying to find people who they can trick into divulging their passwords. There also constantly scanning every system connected to the Internet to see if those systems are susceptible to various kinds of software attack that can sort of worm their way onto PCs, possibly even then spread to other PCs on the network. Um, and again, all these attacks, very opportunistic, automated. It’s very rare that you’ll see someone actively targeting you because they care about you. They just want a, you know, hit the low hanging fruit. Um, but that means they’re going to put up a malicious file that looks like, I don’t know, maybe a pdf of, you know, um, various discount code for something that that’s that’s a common technique. Or or even better yet, a free version of Adobe Photo Job. Right, look, one one deal. What, one day deal, you know, download adobe photo job for nothing here, right? Of course, that’s ridiculous. That would never happen. And if you click on that link and download the software, you may get some variant of Adobe. But you’re also going to get a boat load of malicious software along with it. And once that software is on your machine, that could do anything it wants. Pretty much, you know, they can watch every keystroke that entered into the BC. It can even take video and audio recordings. It can hijack the computing a network power of the PC and use it to attack other targets. Um, until malware is Avery Big deal. And it’s producing a pretty big deal because the most rallies not even that recent anymore, but one of the more modern variants or evolutions of malware. Let’s say it’s called crypto ransomware, which is a mouthful. But what that basically means is this malware is very sophisticated and what it does. Once it gets onto a machine, it takes a look around. It finds every file. It looks like it might contain something useful to you. So every word document, every picture, every email, takes all of that data and steals it, put it into an encrypted archive, delete the original copies from your computer entirely, and then puts up a message on the screen saying, We have your files. If you ever want to see them again, you have to pay us about a thousand dollars. That was last year. The British medical system, right? And the entire city of Atlanta. All right, let’s get to what we can do. The help mitigate the likelihood minimized. I know we can’t prevent. What can we do to minimize the likelihood of this? So when you were talking about malware again, the number one thing going back even earlier discussion is, too promote that culture of vigilance and thoughtfulness. But technical safeguards there your most powerful defense of your software systems and your system security is to keep your systems up to date and that that sounds deceptively simple for anyone who’s actually tried to do it. You know, it’s next to impossible because everyone is very busy and no one wants to take the time to reboot their computer ten times a day to keep everything up to date. So it’s a challenge. But there are various tools that can help you do that shit. Um, e-giving mind when I say keeping up to date? I’m talking about not only your computer’s operating system so Windows or the Mac OS. I’m also talking about your phone operating system, whether it be Android or IOS. I’m also talking about various programs on your PCs, especially Web browsers on other boardmember that connect to the Internet quite a bit from all of that needs to be kept up to date because any one of those pieces could theoretically, if they get out of date, be broken into by one of these automated attack phones. Khun B phones could be turned. Phones could be turned around into microphones against you, right? Exactly. And you know, phones or general purpose computers, too. So if the phone gets compromised, theoretically, you could end up You know, using that phone is a launching point onto other devices are connected to it. OK, what are we going to do? What? You scared us enough. You scared me. And it was very good, too. Sorry. Didn’t get a little bit late for Halloween anyway, so there’s a few tools that can help you. There are tools that very simply watch all of the program’s installed on your PC and alert you. If any of them get out of date, some of them will automatically install patches for those tools for you on. Most of them are free. You know, if you just do a quick online search for, you know, keep my PC updated, that kind of thing. You’ll get some good options whenever you download anything online. As part of this, you know, theme of vigilance. You wantto look for reviews, make sure other people have used that tool and like it. But there are a lot of tools out there to do this work. That’s very ad hoc, right? Each piece he would have to have that installed, and, you know, someone could uninstall it. It would be kind of messy for organizations that are I would say above, let’s say ten people inside. It probably makes sense to aim for some degree of centralization. Uh, you can monitor and enforce the prompt application of software updates for both the operating system and other applications on there’s a variety of tool kits that can do this that there’s a too big name, um, types of rockets that are useful in this case. One of them is called a mobile device. Management took it. And again, if you do a quick Web search for mobile device management, you’ll find a bunch of different options. Um, some of the big players in the space there include things like Microsoft in Tune, Cisco Air Watch, um, IBM mas three sixty and there are a bunch of others. But those are just some that come to mind, and those are really, really good at managing the security of mobile. As their name suggests mobile devices. So many of them focusedbuyer merrily on the the mobile phone space. But many of them can also handle desktops and laptops as well for desktops and laptops. Then there’s another tool kit or a type of tool kit that really focuses in on that space and those air remote management and monitoring toolkit abbreviated are. Mm. On the first one was abbreviated mdm tonight. We love acronyms. I’m not really sure why, but but thankfully, you kept yourself out of jargon jail by actually using the full name before you even said that with him. So yeah, I get that way. That’s why we have debts when non-profit idea has jargon jail. Oh, thank you. I What? All right, finish your sentence, and then we gotta take our last break. Okay? So remote management and Mandarin monument and management and monitoring tools do exactly what I proposed. It needs to be done. They help you watch species for anything that might need to be updated and get those that they supplied promptly. They can also do more than that. They can watch and monitor and a virus programs which are not actually as useful as you might think. So that’s why I didn’t put them first on my list. Keeping yourself repeated is actually more important than having antivirus programs in place generally. But it is a good last line of defense. And these talk is gonna help make sure that those you’ll stay in place and are updated as well. All right. Jordan and Jordan, Wait. Take your last break. When we come back from this break, I want you to list list again. The resource is that you named so that people can have a place to ah t check out and you know, the ones that you believe are our sound. Do you think hoexter give can use more money again? I need a new revenue source. Here’s another way. Mobile e-giving. You could learn about it with text to gives five part email. Many course. Now, this is an E mail that is bona fide. So you don’t have to worry about is being a phishing e mail. You know, you’re just five e mails away through this many course. One each day from raising more money are raising money to get started through mobile giving. It’s cheap to get started. Its easy for your donors. The way to start the many course. You text NPR to four, four, four, nine, nine nine. All right. And we still got several more minutes. Force they secure in twenty. Nineteen with Jordan McCarthy. Alright, Jordan, what’s your What’s your list of resource is that users can trust. So first of all users listening listeners, listeners, contrast. Who’s you? Well, they are users, too, but listeners is what we’re talking about here. You want to look at whatever vendors you use and you want to see. You wanna have a look at what they say about their own security? So, you know, look at go to the web page of, you know, blackbaud sales force, Microsoft, Google and, you know, just say all right. Tell me about your security. What do you do? What do you offer? What can you help me to nail down? Okay, because many of these platforms will have a lot of security features built in that you may not be taking advantage of. So start simple. Start free. You use a totally ordinary included but may not know about you already included. Ok, then you want to start looking for other resource is to tell you you know, about what else you, Khun Dio? What else? What what? What are the sort of tools of record that really are effective and secure and we’ll increase your security So I mean not to be too self promoting, but idealware is a phenomenal resource for this kind of thing. That haserot hutchisson tons of resources and listeners know that idealware idealware knows dimension of, you know, I, including security brought up Yes. Objective, objective, objective. Other indexes as well. So if you look at sites like PC World, um, com p world ars technica Wired, they usually do reviews of various security tools I go to them routinely to see. All right, what is the latest on the mobile device management tool kit? There really top notch? What antivirus programs are recommended this year because they always cycle in and out. Okay, no. In terms of the tools that I use quite a bit and trust, I would call out for things like authentication. Obviously, Office three sixty five and the Google Sweet are phenomenal talk it They can both do a lot for you in terms of keeping things safe and helping you to monitor the security of your communications and your files and everything. So either this platform’s, I think are exemplary. And both have built in multi factor authentication. You just need to turn it on. Um, if you’re looking for something that can be, go beyond those core platforms and spanning multiple product, you might want to look at. Ah, couple of tool kits that focused squarely on authentication, safeguarding identity. Those tools are duo. Do you and octa O K E A. And these They’re both really big names in the space of again. Just making sure that people’s identities were kept saying that they cannot get attacked by simply divulging their passwords. Both of them provide multifaceted indication toe a wide range of other tools so you could end up just logging in with your duo or octa credentials and then be granted access to a bunch of other things. But but in a very secure way. Okay, excellent. We just have about a minute left. Jordan. So I feel like we did enough on why you should be paying attention to this. Let’s not. Let’s not wrap up with that. But I’ll leave it to you. How do you want to close? You got a minute? I think I would say that. You know, things are pretty scary right now, and I don’t want to sugarcoat that way. As you say. We said enough about it, but there is a lot that any given non-profit Khun do it doesn’t It’s not rocket science. You know, you might be told that you need to pay a butt load of money or hyre, you know, a really fancy consultant to tell you what to do. Ah, and if you find it helpful, sure, by all means, go and get some help. And you know, if you want a lightweight approach or even something more in depth, tech impact is here to help where we’re more than happy to meet you at whatever level the support you need. But having said that, a lot of this stuff is really not that difficult. It can be done by someone who just has the time. I mean, that’s sort of our all of our scarcest resource. I know. So that’s easier said than done. But if you have the time and you know, you can set aside some resources to dig in and turn on mold a factor authentication and figure out how to keep yourself up to date, you were going to be so much safer as a result. And for most non-profits, that’s exactly what they need to do as long as they are safer. Than the average. They are totally not interesting. Okay, hackers we got Okay, We got to leave it there. Don’t be interesting. Two attackers. Ah, he’s Jordan McCarthy. Infrastructure and security of the tech impact. You’ll find them at tech impact dot or GE, which is where you’ll find there the resource paper with even more ideas. And they are at tech. Underscore impact. Thank you so much, Jordan. It’s really a pleasure. Thank you. Thanks. My inside a video with Jordan. We’re going to talk about single sign on next week. The annual zombie loyalists replay with Peter Shankman. His customer service ideas are excellent, so it’s very worth Well, he worth replaying it. Do it every year. If you missed any part of today’s show, I beseech you, find it on tony martignetti dot com. We’re sponsored by pursuing online tools for small and midsize non-profits data driven and technology enabled Tony dahna slash pursuant Capital P. Well, you see, piela is guiding you beyond the numbers regular cps dot com by tell us credit card and payment processing your passive revenue stream. Tony dahna slash Tony Tell us and by text to give mobile donations made easy Text n p. R. To four four four nine nine nine. A creative producer was Claire Meyerhoff. Sam Liebowitz is the line producer shows Social Media is by Susan Chavez. Mark Silverman is our Web guy and his music is by Scott Stein. You with me next week for Non-profit radio Big non-profit ideas for the other ninety five percent Go out and be great. What duitz? You’re listening to the talking alternative network you get to thinking. Things xero. You’re listening to the talking alternative now, are you stuck in a rut? Negative thoughts, feelings and conversations got you down. 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