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Nonprofit Radio, January 11, 2013: Social Media Data To Find Advocates, Leaders And Hidden VIPs & Get Engaged IV

Big Nonprofit Ideas for the Other 95%

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Tony’s Guests:

With Mark Davis and Casey Golden at Blackbaud 2012
With Mark Davis and Casey Golden at Blackbaud 2012
Casey Golden & Mark Davis: Social Media Data To Find Advocates, Leaders And Hidden VIPs

Casey Golden, CEO of Small Act, and Mark Davis, director of product marketing for Blackbaud, want you to leverage social media metrics to find hidden gems among your constituents.

 

 

 

Amy Sample Ward
Amy Sample Ward: Get Engaged IV

Amy Sample Ward, our social media scientist and membership director for Nonprofit Technology Network (NTEN), continues our series on serious engagement through the social networks, looking at staffing. Who should do it? How much time will they spend? What policies do you need? Previous discussions in the series were 10/5/12, 11/16/12 and 12/14/12.

 


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No. Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent it’s january eleventh, the day before my birthday. Oh, i very much hope that you were with me last week. It would hurt me deeply if i found out that you had missed the future of planned e-giving marketing. Greg warner, the founder of marketsmart, shared his insights on multi-channel awareness building, generating and cultivating leads and tracking what works and free radio and tv to boost online ticket sales. Amy spencer, market manager for blackbaud, and kevin russell, professional services manager for blackbaud wanted you to recognize that you have leverage with the media and that’s. Sending press releases is no longer the way to get radio and tv exposure for your event this week, social media data to find advocates, leaders and hidden vips casey golden, ceo of small act, and mark davis, director of product marketing for blackbaud want youto leverage social media metrix to find hidden gems among your constituents. This was pre recorded at the bb khan twenty twelve conference that i was at last october and get engaged for amy sample ward, our social media scientist and membership director for non-profit technology network and ten continues our siri’s on serious engagement through the social networks looking this month at staffing who should do this social network engagement? How much time will they spend and what policies do you need between the guests on tony’s take to my block this week is charitable ira rollover revived? It was brought back in last week’s tax act, and i’ll explain how it works, and claire meyerhoff will be with me to give quick tip on promoting charitable ira roll over donation duitz right now we go into my pre recorded interview with casey golden and mark davis, social media data to find advocates, leaders and hidden vips here is that interview welcome to tony martignetti non-profit radio coverage of bb khan twenty twelve we are outside washington, dc at the gaylord convention center and with me now are casey, golden and mark davis closest to mia’s, kacey and he’s, the chief executive officer of small act and mark davis is director of product marketing blackbaud they’re seminar, topic is creating impact with social data identifying and harnessing advocates, team leaders and hidden vips. Sounds very secretive. We’re gonna unpack that. Gentlemen, welcome. Thank you very much. Thank you. Case you want to tell us order audience first. What? What small acts work is sure we were focused in the non-profit industry to help organisations use social media, but also importantly, social data too do better job on social, but also importantly, really realized the value from social and intelligence for all parts organization for direct marketing advocacy campaigns. Okay? And why don’t we stick with you and see hidden pipes is the most sort of interesting part of your seminar topic? What were we talking about? Hidden vips? Sure, so typically within the non-profits they have ah, you know, a large number of people that they received donations from, but they don’t really know the full context of who they are, so they know how much they’ve been given maybe how often or if it’s more than once, but they really don’t know the context of that gift. And so for most often, when we sort of work with non-profits there’s, usually somewhere between one two five percent of their list, that has a really big potential that they just had no idea was there, so they’re kind of hidden. Gems where either they’re a blogger or there very advanced professional in their career and so on. Some really different ways that people are valuable for gun is ations, but they’re just unknown. All the noon was as a donor. Yeah, okay, mark. What? What? What is it you guys are trying to improve upon what we see charities doing incorrectly or not doing that? They ought to be with with their social data? Sure. So where black bod in partnership with small act is what we’ve basically introduced? This concept of a social score and a social score takes simplifies for fundraisers marking professionals and non-profits to really summarize their constituents, whether they be donors or advocates or their supporters into four categories, and those categories span from individuals who are going to be very well, highly connected through social media, those individuals we call key influencers on the second level, we’re going to be those individuals who we call engage er’s. Aii those people that can really expand the message and or holly engage in social networks and the other two categories, which are the masses are consumers, whether they’re consuming from multiple channels, maybe they have a twitter account and have a facebook account and they’re consuming information via by those channels or standard consumers just an individual as a facebook profile. So what we’re trying to really improve upon is having non-profits have a better understanding of their supporter base of their database to understand how these individuals were interacting through social media, okay, and scoring people not unlike you would with a screening for financial wealth. Yeah, way talking, something analogous and absolutely so you know blackbaud we have a whole number of financial scoring metrics, whether it’s wth e-giving score where we could understand people’s based off of their ability to give and their interest to give, this really has to do with understanding and individuals can activity and the reach through social media, how many people can they reach and through their friends and people are following them, but also more than just how deep is that reach? How connected our lead these people are they are they just tweeting once once you know, month oh, are they really tweeting every single day? And they have a very strong connection. So really trying help non-profits find their justin bieber’s in starita base, ok? And now an example. Ok, a great one, but we’ll work with it. It makes the point now, so i around around different social platforms, i do see companies that are trying to tell you how deeply influenced you are deeply influencing you are, or how deeply influencing let’s say in twitter, your your followers are, which, which is a measure of how deeply influencing you are as well, but you’re trying to coalesce this all together, i guess, yeah, so i think the value to is that it’s not just a general influence and i think the big guy of working in partnership with blackbaud is that it’s relating influence on social to meaningful things inside the non-profit to sustainers programs to annual giving to advocacy efforts, and i think that’s really makes it different from any other type of influential rating where it’s not just dozes person connect, but it also incorporates their relationship with the organization and really kind of bringing out the best and how they can sort of be engaged in a win win relationship. So we really try to help take that influence and really could use that in a meaningful way. Okay, now. Mark, is this a is this a blackboard product that what’s the name of the product? That’s called the social score and it’s available through our target analytics, who as you for mentioned the data screening around wealth, they provide the same capabilities for non-profits around wealth screening and that same organization could now provide this opportunity around social going now help listeners understand what’s the relationship between target analytics and what they’re probably most familiar with is your razor’s edge product what’s the relationship between those two? Sure, yeah, analytics and absolutely so. Target analytics is a division of black bug that focus is really on a number of areas, but in particular, talking about modeling. It also talks about data enrichment services, which we talked about, which is really taking your database within the razor’s edge, and the targ analytics team can add new data that you may not have like everywhere from the age or e-giving are they’re giving in other organisations or, in this case, obviously social media connective ity ah, and also the targ analytics team can help on organization with the razor’s edge database, analyze and kind of predict predictably modeling understanding hey, these are individuals who you think you should talk to a little bit more. So when you’re talking to people about in blackbaud about target analytics, you could say that you want to include the social score absolute or it sze already included no itt’s an add on it’s, a new data service that blackbaud much early this year and partnership with small act on dso that’s an add on service and we could talk about the logistics and how it’s doing its really easy, actually, so really, all organization needs to do is to give blackbaud a database of file and really all we need in order match up the social score and a whole bunch of other data really have to do a social networks is just an email address, so we’ll take that e mail address and then using through small lack service, we provide back to the non-profit all ho, ho ah, whole host of information that is all publicly available so we don’t get in and, you know, access data that may be on the facebook’s on individuals facebook profile that’s not publicly available if it’s private setting, we don’t have access to it, but ifit’s publicly available, we have access and we’ll and we’ll give that information. And also, as i said, the social scoring there’s some calculations associated with that. Okay, now, casey, obviously a lot of the work is proprietary, but sure you can. You can you tell us what you can about what small act is doing with that email address? To come up with the social score for each person? Sure. So a cz mark said everything is it’s possible to do this all manually. So just taking, you know, maybe fifteen, twenty, thirty minutes to sort of go to your google searches and find things out there. So what we do is we mapped an email to the social networks that are sort of publicly available and connected. We also then go step further where we actually take a look and at the person’s pope behaviors. So there’s, the first step is to kind of create the blueprint of where this person is a member of and how they socially network. The second step is to understand their engagement, their networks, they’re reciprocity levels, all those types of things. It was really creative, valuable influence or a person who can engage your content or what style is really going to best fit so that’s kind of where we do the blueprint and then we sort of color in the different pieces with a little bit more analytical. I’m understanding of what they talk about, who they talk to, how often you know how much they share and how much people share with them, etcetera. Ok, and how deep are you going into social sites that aren’t particularly common waken all name the easy ones off the top of our heads, but into our maybe kora is one, but how deep are you able to go? Yes, so so we so at a sort of maximum capacity that we find somewhere between twenty to twenty five different networks. So, interestingly enough, you mentioned cora when we’re working with national wildlife as one of the interesting things found in that analysis, those who had a membership encore actually gave significantly more so is very interesting sort of subset of them that they hadn’t even thought about before could sort of minor network pompel yes, oh, it’s comprehensive that way, but but it’s a full set talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future. You dream of two one two seven to one eight, one eight. Three backs to one to seven to one, eight one eight three. The conscious consultant helping conscious people be better business people. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s. The answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com okay, now tony martignetti non-profit radio i have drug in jail, which i’m probably guilty of myself because quarrel, because it’s not that well known it is among some circles, but it’s, not another. So it’s it’s first for listeners, it’s spelled qu o r a and casey, i’m going to ask youto back-up we participated on ly very lightly. Why don’t you explain how quarrel works and why it might be valuable for charity? Sure. So i think there’s a, you know, a different couple way to ways to describe it, but, um, in viewing it from our perspective, there’s a lot of thought leaders there, right is people have opinions who have something to say and usually it’s not just chatter, conversation it’s usually a bit more meaningful, sort of kind of like a conversational sort of dialogue versus just chit chat back and forth and that we found theirs or some really interesting again thought leaders, not just conversationalist. Perhaps they really kind of put a lot of time into that. And who were some of the thought leaders in the charity community? I mean, there’s there’s a lot. I mean, it really depends upon the specific. Area, you know, and it’s so arranges across board weathers healthcare or some sort of education or or different wildlife related organizations. Okay, mark so now we’ve identified why don’t you give the four categories again? Just perfectly just take those off. Yeah, so the four categories at the top of level, which represents approximately about andi, this is based off of data from blackbaud is small, like customers we evaluated, but in general, about the top one percent of an organization’s database are those individuals who are going to be key influencers and that’s, the top of the pyramid, these worthy individuals excuse my example, but justin bieber but justin bieber’s got all the twitter followers he’s got everyone who tracks he’s very active on that example. It’s a terrible example. I got craig newmark founder craigconnects. Would he be a key influence? You use him? He’s. Been a guest on the show twice. Actually, fair enough. Fair now is so much better. You can just say i have not had just okay, way turned him down. Actually, i would if you okay, so so that’s. The key in florence. These air individuals who are again have a wide audience on their generating lots of content and their and their content has, you know, lives through a very viral method in terms of it gets kayman to be connected and repurposed to the next grouper engages these are individuals who represent about five percent of the population but actually generate over nearly eighty percent of the content. So these are people who are in there doing consumer reviews, they’re they’re they’re they’re updating constantly through facebook, they may not necessarily have a cz wide of a range of connections is the key influencers, but they’re they’re they’re they’re level of engagement is so high that they become influential and influential in terms of the metal content of generating and then flows that can have and then the other two categories, which are the masses roughly between forty run, forty percent are going to be the multi-channel consumers, these are people that we would described as being on, you know, multiple major networks, so they usually have a facebook and at length in profile, or they’re made perhaps the twitter profile and the last one at least the standard consumers these are individuals who are kind of basically arm or most comfortable and stay in one particular network. And there these these blast two groups of people not necessarily creating lots of content, but they’re consuming content, and they’re they’re using facebook and lengthen all the social networks to to be connected with obviously all their friends and family. Okay, i’m going to take a risk here now and tried to put myself into one of these categories. So this podcast gets about eleven hundred, listeners per per week between it for two years. So we have over one hundred, one hundred episodes, is weekly. I’m totally you know, if i end up on this on the standard consumer, i’ll really be disappointed as a standard consumer. Have a block that gets between thirty, five hundred for thousand unique visitors, not hits, but unique visitors per month. Twitter. About eighteen hundred or so followers following about six hundred, people. Facebook doesn’t matter facebook radio show page has just about just scarcely eight hundred likes dahna number of likes, how do i reach that? I’ve each key influence or casey? I don’t know, i’m not you know, i didn’t mean that i really didn’t mean your floats because that’s great new mark die reaching gauger could i be engaged or status? Get so so actually doing a little bit of profiling on you prior to this, you would definitely be actually in the key influence or category mean craig newmark is, you know, like point. Oh, one percent. Yeah. Absolutly, congratulations. Yeah. No, i know where the segment if you don’t say that. No, i can i can send you a profile. Right? So we were naming the rial outliers. Yeah, among them. We knew all that already way on everything you told us. We already know that. All right? Because if you came on and said, you know, key influencers were, like twenty martignetti that would know no it’s one percent. It doesn’t make the point we love we lower the bar a little mean that lower the bar that’s the wrong way. But obviously, you know the key influences you don’t have to be the super super keum ok, that’s cool. All right, thank you. All right, so now we have these people categorized, we have our follow-up gotta go, mark what’s what’s let’s get started with some advice on what to do with this information. Now, that’s valuable, sure and that’s, you know, our session really, and goes into a lot of that because what we want to do is we want obviously educate non-profits in terms of that, that this information is available, that it is useful, but obviously a lot of non-profits they’re most interested in, you know, how does it how can i use it to find advocates and volunteers? Almost specifically, how can use it to help my fund-raising so with with the work and partnership with small act and all the organizations that we’ve worked with jointly together, we’ve begun to understand that this information is valuable because they’re certain key attributes and trends that these different groups they follow. So we tracked and analyzed individuals based off of their fund-raising potential so is it could potentially this scoring and and the presence of these individuals on certain networks could that actually be a predictor in terms of the ability to give so good example that is linked in lincoln profiles individuals who were on lengthen generally based off the data we’ve seen terms customers have use of the information these individuals have hyre lifetime value and they give hyre average gifts makes sense, right? Because they’re employed, they’re obviously well connected through through the workplace they care about their career. So therefore, these individuals are generally speaking, going to be more wealthy, so that’s a very easy example, more complicated or more sophisticated example, certainly not complicated, but definitely more sophisticated argast examples would be the correlation of an individual who was highly connected, whether the key influence you are engaged or francis the top tier and their ability to reach individuals and, say francis a peer-to-peer fund-raising event. So another group of organizations that we’ve been working with a lot have had a lot of success on this is using it to predict hey, if i’m highly connected, if i can create a network of people through facebook and twitter lengthened, for instance, or thrown blawg then very likely i knew a lot of people and if i know a lot of people than likely, i can probably know i can reach a lot of people to ask them to give me a gift. So if i’m walking for susan g komen race for the cure or make a diabetes association american heart association, these types of organizations can use this information to predict who would be good team captains potentially for walk because these individuals, naturally a good recruiters are very sociable. So it’s a very good predictor like that, and the third good example, by the way highlight that really gets a lot of non-profits thinking is the multi channel consumer. This is not a key influencers not engaged, but that third level there’s a lot of them out there, i feel bad for them as a gay influence, right? I feel bad for the multi-channel consumers well, there’s a lot of them so, so sad that it’s almost a pity that they outnumber you quite a bit, but it’s a good predictor because a lot of non-profit struggle with who our who could they connect with through online channels? You know who’s going to be a good individual who may give an online gift who may be an individuals who will consume email and communications through the online channel. So a lot eso organise you’ve been working with have been using that to predict who could be a good opportunity to give a sustainers gift ah, monthly online gift, which is very valuable for non-profits because it’s it’s recurring revenue at sitting it’s in a longer term engagement with the non-profit and they an individual who’s willing to say, i’m going to give fifty dollars, per month for the next five years is actually worth a lot more than a vigil is going to give a onetime get to six hundred dollars, because they have that that that that connection not that you ever ever used that term, but that commitment to the non profit organization. So a lot of the information we’ve been receiving from organizations is that that multi-channel consumer there used to be an online and they’re comfortable being online. So that’s a good predictor of individuals you khun target for those types of online campaigns? Okay, interesting. Now, what i didn’t hear you say is that you approach them about using there networks or talking to their networks about your work directly, yeah. Trying to help you spread your message through there through their networks, but in a more explicit way, you’re trying to do it suddenly it sounds like, you know, all three of those examples they are i think of it this way, an organization that’s using the razor’s edge or, you know, using whatever databases here and system they’re using this is additional information that can help them target those people for specific existing campaigns. What you’re talking about, which i think is also is a very good example, which i know casey likes to use, the term citizen journalists is finding those those top tier individuals who, you know they’re in your database. So how then your database, how are they connected to you? Can you start cultivating these people to be an extension, really, of your marketing? Can they get out in front of a news story or potentially some sort of of conflict or something like that where they can actually help think newsworthy that release where they either if not directly to your charity? Certainly to the work that you’re doing and how can they help spread that they could spread the message that could spread? Your message, they can connect, record their people, they could potentially become an advocate for your position. It happens to be in conflict with something else that’s going on, maybe that’s newsworthy case if you got a couple a couple examples to, it really also gives local smaller non-profits the ability to understand so one example is maryland public television buy-in working with them, they will there find this key blogger who lives in baltimore, where they didn’t know her so sophistication and she was a key influence, sir, they’re engaging her by just calling around say, hey, come down to our facility and see what we do and understanding she’s big on a lot of sort of sort of women’s issues and programming and things like that. So the key is when you find these influential people make sure that whatever is you’re asking them to do aligns with their existing passion, you’re not going to change their heart, just giving them a place to share their heart and really kind of connected with your mission that’s where i’ve seen a lot of really great things happen in another panel here, so the exact same thing really kind of working with where they are emotionally and in matching up your your mission how that they’d be happy to promote it number one because they’d be more likely to do it, but number to their audience knows that they’re an expert on that or that’s something they really care about as well. Casey, what is it you love about this work? What makes you wake up every morning? Motivated? Sure. Honestly, i really love helping great organizations who do great things in starting this particular company that’s. Why? Folks? Dahna non-profit industry instead of a lot of other compelling, you know commercial areas. Because all you know there’s on ly non-profits you have on ly non-profits and and really me nose was being with someone from st jude today anything we can do to help you know kids go through that life experience better and like that’s. Awesome it’s. Not just a job. It’s it’s. A life experience and so that that’s what makes it worthwhile for us? We have to leave it there, gentlemen. Thank you very much. Casey golden is ceo of small act and mark davis is director of product marketing for blackbaud. Gentlemen. Thank you. Very much and yankee has been a real pleasure. Tony martignetti key influencers. Tony martignetti non-profit radio coverage. I’m gonna change the show of b become two thousand twelve. Uh, thank you very much for being with us. My thanks. Also to everybody at black bart, who helped me with the full day of podcasting at their bb con conference. Gotta send live listener love before we go to a break. Oh, my goodness! Los angeles, california. Littleton, colorado st petersburg, florida. New bern, north carolina. Live listener love also manila in the philippines. Taipei in taiwan. Shenzhen, china. Chung ching, china. And for those in taiwan and china. Ni hao, seoul, korea. Manu haserot, montgomery village, maryland. New york, new york hey, what you doing out there? Hello? Right now we take a break when we come back, it’s, tony’s, take two and then it’s amy sample ward and we keep talking about getting engaged this time talking about staffing for your social engagement and stay with me. I don’t think that’s a good ending. You’re listening to the talking alternative network duitz get him. Things. Hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medication? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you. You’re listening to the talking alternative network. Duitz lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio. And i’m ken berger from charity navigator. Welcome back. Time for tony’s. Take two on my block this week is the charitable ira rollover revived this way of giving directly from your ira to a charity was part of the american taxpayer relief act of twenty twelve, which was passed last week, passed by congress, signed by president obama and what it actually is is a distribution technically it’s a distribution, not a roll over. So i call it a qualified charitable distribution because that’s the language in the in the act to do this, your donors have to be over seventy and a half. They have to use an ira or a traditional sorry, a traditional oer a roth ira. So the simple iras and the sep iras are not permitted has to be a traditional or roth you. Ah, each donor can do this up to one hundred thousand dollars per year. That does not have to be to the same charity. Khun b multiple ira’s khun b multiple charities, but the total is one hundred thousand dollars per ira owner on the distribution has to go directly from the i r a to the charity there’s, an advantage that you may want to capitalize. On in the month of january, if people make a qualified charitable distribution before february first, then they can count it toward two thousand twelve, so if they didn’t want to eat up there, two thousand thirteen hundred thousand dollar max, that could count gif ts that they do in january for last year on also if somebody took a distribution in december, if they were, whether they were required to or not. But if they just took a regular distribution from their ira meaning they took the money for themselves, and then they could use all or any part of that december distribution to be a qualified charitable distribution, they can convert it. So now why would you want to do that? What’s the what’s the advantage? They’re two advantages. First, all these qualified charitable distributions are exempt from federal income tax. They’re outside gross income, so not subject to federal income tax, and also they do count toward your donor’s required minimum distribution. A lot of people just refer the acronym r m d and for people who are required to take out more than they want from their ira or more than they need from, they are ira, this could be really advantageous because this gift to charity counts toward that our md that they’re having trouble using they’re forced to take it, but they don’t want to take it. They can use this, tio, eat some of that up. So those are some of the fine points of the ira charitable giving for two thousand thirteen and, um, there’s more on my blogged at tony martignetti dot com and as a special little extra. Benny, we have first guest who’s, part of tony’s take two it’s appropriate that that declare meyerhoff of course she’s, the creative producer of the show, and she’s, the principal of the plant e-giving agency specializing in marketing communications around planned e-giving. Claire meyerhoff. Welcome back. Thanks so much, tony it’s, great to have you have me here. Yes, well, i have you. You don’t have may let’s, not let’s. Let’s. Keep the roll straight. You’re my guest and i’m very happy to have you here. So what should charities do with this charitable ira? Roll over. Well, i really see this as a bonanza. Will the communications, marketing and promotional bonanza for savvy fund raisers or other people at your non-profit? Eso the first thing that i’d like to do is really think about this as a way to up your communications with your people. And how about a boardmember that you’ve been trying to kind of, you know, get on your side and do a little bit more fund-raising how about how does that sound? Tony used to get a fundraiser on board, use it for a boardmember so, avery, simple tip. Okay, how are we going toe simple like action steps? Because you and i are always talking about the value of news when you have something newsworthy. That’s a good time to communicate with your with your donors and prospects. Right? So this is news you can use to your advantage, and we get so little news in planned giving, so we may as well take advantage of it. Okay, way. Get so little news and fund-raising or any other kind of ways to communicate with our donor. So this is really great. Okay, what should we do? This is what i think someone should d’oh. They should take a look first at your database. Basically, who has been making these types of gifts in the left? Five. Years at your organization. Do you have one eye? Are a gift. Do you have ten? Do you have one hundred? So that’s the first thing take a look at what your history is so let’s say you have five gift in the last few years. This is the perfect opportunity to say thank you to those people and see if you can get them to make more of these kinds of gifts and now you have a reason to call them. So give this little task to that boardmember that you think is, you know, up for the for the challenge, and it gives you something to talk to them about. You could do in a casual way. Say, hey, you know what, here’s some good news for our organization. Thanks. Thanks to congress and talk about it a little bit and then ask them, what do you think about that? And then tell them the history. Say, you know, over the past five years, we’ve had four different people that have made this type of gift biggest gift was, you know, eighteen thousand in the smallest gift with one hundred dollars, and one lady did it three years. In a row, like, give him a little background and bring the men and say, you know, this is a really interesting way to give, don’t you think? And they’ll say, yeah, i didn’t even know about it, so now you kind of brought them in, and so what you do is just say, hey, could you, you know, call these people and have a conversation with him about it, and the first thing they want to do is you want to thank them, thank the donor for making this unique type of gift and then give them the news. I just wanted to let you know congress is past, you know, twenty twelve taxpayer relief act good news for our charity means people can make this kind of gift and that’s wonderful, because that helps us steve moore family is right now or something else that whatever it is you’re doing right now, save more dogs, feed more families, build more houses, and then you want your boardmember to listen to what the donor has to say just stopped talking after you say what your mission is on and listen and hear what they say and make them feel. Good about their gift, saying, you know what? That was a really smart thing for you to dio. How did you know to do that? And now the donor has to go. Well, you know what my advisor told mei or someone in your organization told may or i did it for some other organization ten years ago. So now you have more information from them and that’s. Great. So that gives you an opening to ask them for a gift for this year. Okay. Very simple action. Step from the principle of the plan. Giving agency clear, meyerhoff. Thank you very much. Thank you, tony. You’re the best. Thank you. A little more. Live listener. Love going out. College station, texas, brooklyn, new york. Troy, new york, tokyo, japan. Konnichiwa with me now is amy sample ward? You know her she’s, our social media scientist she’s a membership director. Hey, how are you? I’m okay. I wish that i was in the studio with you today, but i was feeling a bit contagious and so decided that maybe putting a phone line in between us would be better. All right, i appreciate that. And so does everyone here, amy. Of course, is the membership director at in ten non-profit technology network, and she is co author of social by social ah handbook on using social technologies for social impact, you’ll find her block at amy, sample ward, dot or ge and on twitter, you can follow her. She is a at amy r s ward what’s the r for amy r s ward it’s for rene. Amy renee alright, well, welcome back to the show. Thanks for having me great every month we have you, of course, and we’re talking. Yeah, i’m glad you think so. I do too. We’re getting engaged, getting engaged part for we’re talking about staffing this time. What? What? What is your advice for getting started on figuring out who should be staffing social engagement? Yeah, i mean, i it’s a question that i actually get asked all the time. You know, i think people have gotten somewhat used to at least aware of all the conversations happen about which tools and how you know how some organization is using their facebook page. Or you know how someone has run a contest on twitter that now a lot of the questions are more like so who who will do that who’s actually going to run our contest? Hundred er who’s goingto set up our facebook page and the there is kind of this general sense that because these air, newer tools we should have, you know, those really young people just out of college or, you know, the board members, kid or whatever, you know, they should be the ones doing it, but they’re just so naturally savvy, but at the end of the day, what you’re really saying is, you know, you want those most public, most social, most very personal channels with your donors here, supporters, your longtime activist to be managed by someone that isn’t connected to your mission that isn’t part of your staff that isn’t seen all the other work that you’re doing, because ultimately, that person that’s managing those social channels is also listening and is able to kind of, you know, tie things together across the organization because they could say, hey, it looks like a lot of our facebook fans are talking about this new programme and we haven’t even announced it, you know, on facebook properly, what should we do? They’re clearly excited and can go to those program staff, you know? And if that person that’s that’s managing those channels is really just a volunteer or a new intern or, you know, someone that isn’t fully in the organization, they’re also not in a position to make those connections, nor are, you know, is the organization setting them up to be out there, you know, connecting on behalf of them right now, let’s, let’s think of the smallest organization, maybe really just one or two people, the best they can probably do is hire somebody to be to do this part time, right? So part time would be okay for you. You wouldn’t object to that? No. You know, i don’t actually think i mean, sure, if you have ah, if you have the capacity to have someone managing all of your social activity full time, then you know, i’m not certainly going to say, don’t do that. I think that is terrific, but if you are one of those organizations, you know, you’re one full time person and then a part time person and, you know, you don’t really have a lot of capacity. That’s fine. You can still succeed. You can still valuable have valuable engagement with your community, even if you’re not doing it all day long, but again, it needs to be someone that is sitting in a staff meeting so that, you know, when they start tweeting about that program, they actually know what the program is, you know? Or, you know, conf feedback into what’s going on so it’s less about how much of the time you’re doing it and more that the person who ultimately is out there engaging in posting content is the rest of the time also, you know, involved with that, and that relates teo, a couple things that you and i have talked about in the past first, you know, going back a ways, you know, of course, every charity doesn’t need to be on every social network you use, the ones that are most valuable for you. And, you know, you and i have been through that and use the ones that you are going to be most effective at and have the time for. So, you know, we have to pick these things judiciously. Andi also relates to what you and i talked about last show on talking about engagement, which was december fourteenth that all this needs to be tied to your mission and basically you’re saying today that the person who’s managing this for you also needs to be tied into your mission because they’re actively involved in your office day today or on a part time basis exactly. I mean, when that person, you know, for example, posts on facebook, great, we have this new program and then immediately, you know, people that are in support of it but have questions about a bit are posting those questions on facebook that person can’t just say, well, i was just, you know, my job for today was just a pose, that announcement, you know, they need to be able to get in there like we’ve talked about in in previous shows, you know, tohave that rial time engagement to show publicly that they’re responding to those answers, and the only way they can do that is if they know more about that program than the announcement they were given, you know? Yep, yep. Okay. Now, if we are going to use an intern, i mean, we certainly could plug the intern into the day to day office work the way you’re describing, right? I mean, we wouldn’t want to turn down the intern. We just we wanted going to engage them the way you’re explaining. Yeah, and i, you know, i think that that’s a great point and i definitely agree i think that the question or the potential issue that comes up for organizations that do put some of that social channel management into the interns plate in addition, you know, to knowing about the programs and green involved with the rest of the staff, is that internship by their very nature are normally for a semester, you know? And so at the end of that semester is doing the next intern know what was going on? You know, planning for continuity in that voice online is much harder when you know, every three months there’s a different person behind it. So, you know, i think that’s more of a struggle for organizations than just having, you know, part of a staff person job to be that because there’s a bit more continuity there because that person doesn’t change. I hope that person is not changing out every three months. So part of that khun b documentation and making sure that whoever it is in turn or otherwise, who’s manages managing those channels, you can have some qualitative components to their weekly metrics or whatever they’re tracking that says, hey, i’ve noticed, what can i say? Things like this? I get a better result so that that new person that comes in just three months later doesn’t have to relearn the kind of, you know, words that the community were sandra, or the kinds of words that maybe they shouldn’t use. You know, some of that more qualitative. I’m sensing this there. I’ve noticed this so that it’s maur. Now i don’t want to use the word documented, but it’s well and there’s continuity transparent for other people, okay, yes, yeah, okay, all right, you’re right, important qualification around use of of interns or anybody that’s going to be limited time. We’re going to take a break and amy sample warden, i’m going to keep talking about getting engaged in around your staffing. Stay with us. You’re listening to the talking alternative network. Oppcoll are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Welcome back, more live listener love going, teo kind of god would japan konnichiwa monisha ali’s, columbia ola bueno start is on somewhere in the uk we can’t tell exactly where somewhere in there there’s someone listening and roseville, california power river, british columbia welcome all live listener love and, of course, there’s live listener love right here in the studio from altum pandu jersey, because my parents were here and from indianapolis, indiana, because my wife is here. So amy rene sample ward, we’re glad that you didn’t come with your sickness. Thank you. I am sad because i wanted to meet everyone know? Yes, we were looking forward to it, but we’ll arrange something else. Um, let’s, keep talking. Obviously about staffing. So we know way. Understand your ideas about who should be doing it. You and i have touched on this subject a little bit about policies, but not in a lot of detail. I’m sure there are policies around who owns the account. What types of things are appropriate? Why don’t you help us understand that? Yeah. I mean, i want to start at where we kind of left with the intern conversation. You know, if this is a really small organization, and you’re really just getting started. What happens most often is someone creates, you know, a twitter account, for example, i’m going to excuse myself so say i was a one and a half person organization, we were just getting off the ground, i just wanted to have a way to kind of create buzz and make sure i was listening to the community as we were starting our organization. Your this is your caligari ate my twitter account using my name and because that’s who i am and, you know, we don’t really have a lot figured out just yet, just getting off the ground and time passes, our organization grows, and now it may be a year later and i have staff and the staff are saying, great, we want to set up, you know, a twitter account, but now everyone is just following you as a person, which is fine, but, you know, then you don’t really have the framework remind, you know, in those channels to transition the community very easily and, you know, so i’ve seen organization struggle with that when they get to that point of, like, oh, gosh, everyone’s following this person. But, you know, we want to open the conversation up so it’s not just them, you know, tweeting during the day about work and then tweeting in the evening about the baseball game like, can we? You know, let’s transition to a formal organizational account? But how do we, you know, get those people over here without them just dropping off? So, again, some of that continuity planning has to happen in the beginning where, you know, where do we want to go? How do we want to set up these channels? And part of that is in the policy so that whatever policy you create when you first get started, you know, this is maybe just focused on twitter and facebook, but it’s set up so that, you know, the protocol of grated uses are, you know, funders of our logo and it has a photo of, you know, the staff page, maybe and whatever and that way, anytime in the future, when you add new channels or you want to try out a new channel that’s just, you know, magically appeared on the internet one day staff for you as that hit didi. And the baby can follow the same will know that you’re not setting it up to go in all different directions. So that’s one version of the policy, you know, if you’re a small organization, just setting up accounts at all on the other side of those organizations that have accounts already and have staff that are trying to use them. So what are those policies that support? Like we were talking about the continuity, but then also support staff knowing who uses these channels? Because if they feel like they’re supposed to be using them and they don’t want to, then you just create that animosity of hate twitter and i were apparently all supposed to use it. Normally you’re not awful, steve, you’re just, you know, need to have some resource is internally, so they know great. These are the people that tweet for this program, and this is the person who sends out, you know, the email promotions for this other program, and whenever i have content for them, i can go give it to them. But you’re not saying great now we have the social channels is an organization, and everyone has to use them, okay? Okay, what about let’s go further in these in these policies, working from home you as membership director of inten you do you work from home on ten is very distributed lots of organizations are what about policies around home usage and and using your home hardware? Yeah, so we have organizational policies about the, you know, actual, like computers and phones and printers and stuff that we have in distributed staff home, but when it comes to engaging online, if it can be helpful in a way, because our policies are that, you know, if it’s east coast time and i’m awake, even though i’m not the primary voice on our social channels, i watched that much more closely when i wake up in the morning because i know megan, who does support our social channels who’s in san francisco is not awake yet and because we serve members all across north america and all across the world, really, you know, we want to make sure that not that we’re saying everyone has to be plugged in twenty four seven checking, you know, checking twitter at eight a m on a sunday, but if it is a work day, and i’m already awake and working. I might as well have that window open so that i can make sure someone is being responsive and that you were there to answer questions. And once megan wakes up, we kind of hand the baton across the country, you know? And then she can take take it from there. All right? All right. We have just about, like, a minute and a half left or so how do we how do we predict? Ah, speaking of time, how much time this is going to take for the for the staff person? Yeah, i think that the best is to start small it’s also best, you know, i think we’ve said this on the show before, you know, don’t by listening, you know, service that is thousands of dollars. If you haven’t even started listening to free, you know, via free tools yet or, you know you haven’t investigated what’s even in your google analytics before you go, you know, try and buy some extra tools that the same is true with staffing, i think start small, especially if it is someone that’s already on staff, so you don’t have to go try. And hyre a new person when you don’t yet really know what you’re looking for. So even if it’s just thirty minutes a day, you know, five days a week that’s dedicated to that effort so that whatever staff person it is that’s doing that can can be active can be engaging the community, but can also be saying, hey, i think it really for our organisation and for the amount of community we have, i really think it needs to be two hours a day, and i can’t do that, or i’m fine half an hour a day or, you know, maybe hey, this thing’s full time, i you know, through doing it half an hour a day, i’ve seen all that we have going on, and this is i can help structure that job for this new hyre so i would say start small, even if it’s just thirty minutes to an hour a day with an existing staff person so that you, as an organization can say, great. This is really what we need this job to do because some organizations have, um, a staff person that manages the social channels as well as a program area. Okay, meantime, organizations have them, you know, they’re on the communications team, and they’re often doing some of the email marketing, but then also the social channels and the organization that is dedicated to those online profiles way have to stop. We have to stop there, amy cookie cutter the answer for organizations that they need to try it out internally just to figure out what their need is before they could fill it. We have to stop there, amy sorry, amy sample ward, you’ll find her blogger at amy sample ward, dot or ge, and on twitter she’s at amy rs ward amy run a sample ward. Thank you very much. Thanks tony. Next week, e-giving twenty twelve and a twenty thirteen forecast rob mitchell, ceo of atlas, of giving, returns to review last year’s fund-raising by sector and mission and state, and he’ll give us his forecast for twenty thirteen i’m pleading, can you please rate and review the show in itunes? I know you don’t have to go there anymore because you’re listening by podcast most of you, but if you could make the trip, i’d be grateful. Make the trip to itunes rate and review the show live listeners, please. When this show is over, open a window. Goto itunes rate in review give us a one through five star rating, please, wishing you good luck the way performers do around the world were still in serbia, bosnia herzegovina, montenegro and mathos. In serbian, the language of those countries break a leg is slow, may know goo. So, for this week, i’m wishing you slow me. Nobu. Our creative producer is claire meyerhoff. Key influencer tony martignetti. Sam liebowitz is our line producer, and the show’s social media is by regina walton of organic social media, the remote producer of tony martignetti non-profit radio is john federico of the new rules. Oh, i very much hope that you will be with me next week. Friday one to two p, m eastern on talking alternative broadcasting at talking alternative dot com. I didn’t think that shooting the ending. You’re listening to the talking, alternate network, waiting to get me anything. E-giving cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? 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Spin ideology no reality, in fact, its ideology over intellect no more it’s, time for the truth. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you. Society, politics, business it’s, provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about so gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage. Tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s, ivory tower radio dot com e every time i was a great place to visit for both entertainment and education listening. Tuesday nights, nine to eleven. It will make you smarter. Told you.

Nonprofit Radio, December 21, 2012: Candidates For Causes & Computers Crash

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Roger Egger
Robert Egger
Robert Egger: Candidates For Causes

Robert Egger is president of cForward, working to rally candidates around nonprofit platforms. We’ll discuss how to assess those in your local races; getting the nonprofit agenda before them; and how to support the candidates who step up.

 

 

Scott Koegler
Scott Koegler: Computers Crash

Scott Koegler, the editor of Nonprofit Technology News and our tech contributor, reminds us that technology can let us down. Your computer hardware will only last so long, so you should have a plan for replacing it to avoid a crisis. I’ll talk to this former CIO about the hardware life cycle; budgeting; training; and planning.

 
 


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You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

When and where: Talking Alternative Radio, Fridays, 1-2PM Eastern

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Here is the link to the audio: 122: Candidates For Causes & Computers Crash. You can also subscribe on iTunes to get the podcast automatically.
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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host on december twenty first. Oh, i very much hope that you were with me last week. It would cause me pain if i learned that you missed get engaged. Three amy sample ward is our social media scientist. She continued her siri’s on online engagement with gold setting. How do you know if your engagement strategies are successful? We’ll talk about identifying goal areas directly related to your mission and assigning metrics. That is what we talked about. I need an intern here, so edit this copy. Amy is a membership director for the non-profit technology network and ten, and she contributes to stanford social innovation review. Also, we had dutiful documentation. Jean takagi and emily chan are legal contributors, explained the rules from my rs on what should be in all those acknowledgement letters that you send for two thousand twelve gif ts this week, candidates for causes robert eggers, president of sea forward working to rally candidates around non-profit platforms he and i will discuss how to assess those candidates in your local races and getting the non-profit agenda before them and how to support the candidates who step up also computers crash scott koegler, the editor of non-profit technology news and our monthly tech contributor, reminds us that technology can let us down. Your computer hardware will only last so long, so you should have a plan for replacing it. To avoid a crisis, i’ll talk to this former chief ah what’s the eye for, um information officer seo about the hardware lifecycle budgeting, training and planning damegreene eden intern also between the guests on tony’s take to my block this week is i am grateful and i’ll tell you what i’m grateful for. If you’re on twitter, you khun, join us, the hashtag there is non-profit radio use that hashtag wildly and it’s my pleasure now to welcome robert egger. He is the founder and president of sea forward on advocacy organization that rallies employees of non-profits to educate candidates about the economic role that non-profits play in every community and to support candidates who have detailed plans to strengthen the economy that includes non-profits and you’ll find they’re site at sea. The letter c forward dot org’s robert is also president of d c central kitchen, where food donated by hospitality businesses and farms, is used to fuel a culinary arts job training program. The kitchen is a ten million dollars a year self sustaining social enterprise. Since nineteen eighty nine, it has produced over twenty six million meals and helped a thousand men and women gain full time employment. In twenty thirteen, robert will open l a kitchen on the same model it’s. My pleasure to welcome robert egger. Robert. Welcome. Thanks, tony. Happy holidays. Thank you. Happy holidays to you, it’s. A pleasure to have you on pleasure to be here. What is the non-profit role in the economy? Why should why should candidates be paying attention? Well, it’s a bold statement that i believe that there is no profit without non-profits theirs. If you think about what community can attract a business or new new visits or young couples stay and maybe have a have a family, if they don’t have arts and culture, they don’t have communities of faith, education, healthcare, clean environment. You know, those are the things that the non profit sector produces. So you know what we’re saying is, look, there’s, a new civic mathematics that must come and play if the economic recovery is truly going to work. And that’s saying, in effect, that both non-profits and four profits are equally essential toe every city’s, every communities, every state’s, every country’s vibrancy. So what we need to do is elect people who understand that so we can move beyond the kind of old notion that dot com businesses drive the economy will dot or charities just do a good deed, very good, no profit without non-profit now the non-profit sector is about ten percent of our gross domestic product is that do you agree with that? Yeah, it is an effect, but, you know, if you really drill down a bit, which you’re looking at is in most cities non-profits are one of the top three employers, and so for example, in cities like new york, they’re the number one employer in the city now beyond that and again, i really want to emphasize a lot of people will say, well, that’s, not good, because the non-profits don’t create value, they don’t create revenue there and see what we’ve done is we kind of confused the word non-profit with not creating anything of value, but let’s, let’s, cool down just on the taxes i’ve seen this a lot recently where people say, non-profits don’t pay tax xero and i tell you what, brother, try and run and city without the payroll taxes non-profits pay every year and more importantly, trying to run a city where the city’s tax dollars have to go to make up for what non-profits do often times with money that’s brought in from outside the city. You know, we’re one of the major sources of outside investment in every single community. So a smart mayor we’ll understand there’s a tremendous potential to, for example, double the amount of money coming into the city or the state via the non-profit sector. By helping us, you know, say, in effect, what do you need? Can i help you develop partnerships? Can i help you? Uh get grants? What can i do to help you? Being the kind of resource is into this city or state that will help it grow and employ more people. How big is the non-profit sector where you are in washington d c we’re twenty six percent of the employment base in washington d c so when we look at the mayor’s race, for example, in two thousand fourteen were heavily democratic city. So the spring democratic primaries pretty much how we choose the mayor. So the goal is to say to the non profit sector, look, you know, it’s important, and i mean, many of you have historically kind of rallied around your individual cause, you know, housing the arts, aids, whatever and that’s important. But there are strategic moments when you need to let go of your immediate issue and stand together for the all boats must rise questions that i think are essential to be asking candidate. But again, what we’re trying to say to any candidate and and all the competitors, particularly when you look at a place like new york city next year where there’s a mayor’s race and his mayor bloomberg steps down there’s gonna be a lot of competition. We want to say to all the candidates, you know, whether you understand it or not, this is probably one of the biggest special interest groups in america that has yet to be courted and that there is a there is a potential political strategy here and an opportunity for candidate to who again can understand this new civic mathematics and again reach out to the sector and say, look, i’m moving beyond the kind of, you know, flowery rhetoric of i heart. Non-profits yeah, and i’ve got a detailed plan for if you will like me how i will partner with you from day one, you want to do social enterprise, you wanted micro credit to create jobs, man, i am your best friend, you know, you want to use volunteers, particularly our elders, who is very essential that they stay now have been engaged, you want to use those elders and meaningful voluntary activity, bring it on, you know, i’m one of those people who’s who i respect and understand the process, but i’m there’s the fierce urgency of now and frankly, after twenty five years in this business, i’m kind of bored of educating candidate yeah, i sense of a sense of frustration. Well, yeah, i mean, i feed poor people. I work in the basement of the biggest shelter in american i know what charity can do, but i know what we can do and the notion that somehow we’re supposed to keep moving on where we’re has to. Do mohr form or with less and be quiet about it now again, please understand, when i talk about frustration and not being quiet, i’m not talking about being belligerent are throwing bombs or being confrontational. I’m proposing, you know, an economic logic that says, in effect, just stop and listen, you know non-profits aren’t they actually create tremendous value? They are essential to any economic recovery, right? I want to talk about the recovery. Yes, right. And you’d be smart to really embrace us as partners. Okay? I love that. I like that a lot. No, no profit without non-profit and particularly in light of states trying to recover from several years of bad budgets. Do you have a sense of the role of non-profits in california? Bunny chance. I’m sort of putting on the spot. Do you know tremendously? I mean, look at san francisco and l a will both have mayor’s races next year, right? And no matter where you go, but do you have a sense of the role of the non-profits play in the state generally or in any cities in california? Oh, i mean again, you can’t go to any city in which there. Is not the non-profit sector isn’t one of the predominant employers. Okay, so that’s true in the central valley? Look, att cities like fresno, stockton, baker’s field, all of them killing bankruptcy. Yeah, this is the perfect opportunity when you, when you start to think about who’s going to come in and be the mayor and pull a city out of bankruptcy, this is an ideal time for candidates to kind of almost break free of the old kind of cemented notion of how you build the economy, which is let’s, attract a big factory or a stadium or, you know, municipal bonds. What we’re suggesting is that non-profits particularly those like the d c central kitchen. You know, we have multiple businesses that employ graduates of our program that might be going back to prison. We pay a living wage we and reinvest all our profit back in the community. Frankly, we’re the best friend any mayor has. You know, business is like the kitchen, and they should be aggressively trying to court and help mohr kind of transition from the traditional kind of service model into the empowerment model on. So i think that my my thing is you’ve got to elect people who understand that and again on day one, say, let’s work hand in hand. Business government non-profits altogether to rebuild the city in the state, even before day one. We want to get candidates adding the non-profit agenda to their platforms. And right now we’re going to take a break, robert. But we’re gonna have a chance, plenty time to talk about how to get their attention. What to do once you’ve gotten their attention and then using platform like, see forward how to endorse them. So i hope everybody’s going to stay with us and robert eckert certainly will, too. Talking alternative radio twenty four hours a day. 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It’s ah it’s tuesday before the friday that you’re going to be listening on the twenty first, so grateful for all the live listeners, but i can’t send you love city by city the way i like to do robert eggers, egger is with me and we’re talking about candidates for causes. Robert, how can we start to get the politicians attention? We’re talking about candidates now candidates, how can we get a candidate’s attention? Well, you know what what’s great is one of the vehicles we have, and this is the strategy were employing is saying, look, it’s it’s very it’s, almost impossible for organizations to be political themselves again. That’s part of our five a one c three charter ratification can’t before against any candidate but the private citizens who work at those non-profits can and that’s our strategy and see forward saying there’s ten point four million non-profit employees now what’s exciting is you look at that thing’s like twitter and facebook there isn’t a candidate out there who doesn’t have a facebook page or twitter account, and there isn’t a candidate out there who doesn’t have a staff person monitoring those accounts every single day. So in effect, what you have is the press conference that never ends. You know what used to be that moment where they could say no more questions, no more questions, and they were gone? Or if you might have had that opportunity at a press conference or a session to say mr cain and mrs kennedy, what do you think of the non profit sector? How would you partner? They could say, oh, i love the non-profit sector, the backbone of the community, thank you very much and split. Now we have the potential tohave literally if you think about it in cities like new york, l a, minneapolis, seattle ten thousand people every single day, relentlessly asking through facebook and twitter, what is your plan? We are one tenth of the economy, you know, one tenth of the workforce we channel the energy of millions of volunteers were major sources about sent investment what’s your plan and i think that that’s, the potential we have that we’ve never had before and that’s the seat forward strategy what we do, we’re almost like kiva in that we identify candidates all throughout the country. Last year we identified fifty three on sixty different candidates from, you know, races from mayor’s races down to city council. We’re going, we’re gonna have time to talk that way identified people who come from the nonprofit sector, okay, people, just like you and me, people who sweat out payroll there dedicated to make their community betters and now they’re standing up and running for office. And if they’re elected, they’re the kind of people who might stand up a city council member member meeting state legislature and eventually even you know, the house in the senate and really say, wait, wait, wait. I know this piece of legislation you think is important and will work. I work in the nonprofit sector. I come from the sector. I let me explain to you how it really works. Okay? This is essential. Not just for us is a sector, but for our country. Brother, you know what we’re saying is, look, will identify all these people and then you can come to our website and then you is private. Citizens khun go through our site to their website and give them directly. Okay, robert were saying little your you live in miami, you have you have a vested interest in helping somebody get elected in minneapolis, right? Robert? We’re gonna have a chance to talk about see forward and the success you’ve seen so far. Um, the only caveat that i want to add it just sorta amplify what you suggested that on. We’ve had a show about this with jean takagi and emily chan are legal contributors. When people are doing this sort of lobbying for the for the sector, they have to be careful what account they’re using. They shouldn’t be using their their company account, maybe they shouldn’t even be doing it on, you know, on the charities time. So just a just a caveat that politicking is important, but you have to be cautious about when you’re when you’re doing it on whose account you’re using and on what time that’s all and really, i’m really glad you brought that up, tony, because, you know, this is something you have to be wildly aware, like, for example, i’m at home, i’m using my private line. Right now, i can’t you know, i don’t do company time when i do stuff it’s, my private email or private twitter accounts that i do this work on or my c forward account. But that is it very important. Caveat you bring up well, yeah, you’re right, private citizens. But it has to be on your old time with your own account. Okay, alright, enough said. And we have and listeners could go back teo, show about politicking with gene and emily and listen to that for a lot more detail on what’s permitted and what’s not, um all right, so you want a you want a grassroots campaign to get the candidate’s attention? What kinds of? Well, i guess you’ve already you sort of laid out all the talking points. You just you wantto be able to specify what the impact of and the value for of charities is in your your local community in your state, you want to be ableto throw some stats in them at them and get their attention that way. But, you know, we also have an ask, you know, we’re making a point again. No profits without non-profits, but even if we elect a very smart candidate, you know, he or she on day one is going to be pulled fifty different directions. So what we’re proposing is, if you really understand its and particularly the role we play in attracting outside investment through grants or contracts, then why don’t you appoint a dedicated point person? For example, connecticut’s governor, governor malloy has a dedicated non-profit liaise on, and mayors in denver and los angeles have a dedicated staff person. And, for example, in denver, a very small office there, the office of strategic partnership has brought in almost fifty a million dollars in four years into the city from outside the city. New money? Uh, so again, that idea of a dedicated point person we think, is very strategic. And, you know, what we’re looking for is the kind of unifying principle for the sector that, again, we’re a very diverse group of people. We have a million different missions and sometimes their counter, but again, my bag is, you know, what we need to do is at the strategic moment and if i can a little, you know, illustrate a second, i always say, for example, tony, you and i have to have dry cleaners were right across the street, and we hate each other, you know we’d love to see each other’s business fail, but if somebody comes into town and wants to regulate its small business in a way that might impact our businesses, we might not drive down together, but we’d end up in the chamber or the board of trade, and we’d be we put aside our differences for a moment because we have a shared interest and that’s the thing that non-profit sector is never embraced, that idea of strategic moment in which we have shared interests well, there are in that election time. Yeah, that while there are coalitions like independent sector that try to bring the try to bring the sector together, especially now, i see that, you know, they’re very active around the deficit reduction and fiscal cliff discussions. So but those air, those air national coalitions and, you know, i think the broader you get, the more i guess, the more general and vague your talking points are in your and your calls for action are i would like to see it on the local level. Mohr yeah, i agree, and that’s why we’re focusing on the local level, you know, eventually we think that, you know, eventually we want to see presidential candidates openly discussed this i’ll be honest with you. I was really shocked that neither governor romney nor president obama and, by the way, the first president who got his first job in a non-profit neither mentioned philanthropy, neither mentioned the non-profits and again, the third biggest employer in america and each talked vigorously about manufacturing, for example, yet we are only percentage points away from employing the same number of people in america is manufacturing. Okay, so let me let’s talk more about some of the the actor calls to action, so so we’d be asking for a dedicated point person for the charity for the community forward is after now, okay, one example and i’m not trying to say by our product as much as we are one breakthrough, i believe idea, but we are hopefully the beginning of many different strategies to get candidates on par with us. Ok, but what other calls to action now? We would be be asking candidates teo to embrace well, i’m a big believer in social enterprise and micro. Credit and you know the idea, for example, it’s one thing to have a really great domestic violence shelter in your town fully funded, well, run, but ultimately those women gotta leave and ultimately, you know, but tragically, many women who come in or have no credit history and oftentimes very difficult time getting a job. So imagine, you know, a flip from the service model and saying, in effect, okay, how can we scream, help them create their own businesses and again think about we’ve raised an entire generation doing service, so i’d like to see a mayor who looks at all the universities in the town and sees, you know, school system bursting with a generation raised doing service who are now in the business school, who might come down and help a domestic violence shelter, develop business plans and demerol might say, i love this idea. So if you develop a a, um micro credit program, the city will match it dollar for dollar and i’m going to let three other partners with us so that every buck of private citizens put in will match in three, two, one let’s get people working again, i think that’s. What’s missing is seeing the non-profit sector is a potential job creator. Okay, do you have another example of ah call to action that we be insisting our candidates do before we’re going to endorse them because they’re they’re pro charity community? Yeah, i’m a big believer a we need great new metrics. I mean, for heaven’s sakes, you know, most cities have know idea you can’t ask a mayor how many non-profits today do you have in your community how much payroll taxes do they pay? How much money do they bring is so in depth analysis is essential, but another thing i’m really interested in is the contract process. I mean, we need mayors and city council members that they in fact, we want to get more of these non-profits of potential do contracts with the city because, again, they they’re motivated to pay a good wage, and they re invest their money back in the community versus making individual profit. But to do that, we have to lower the bar a little bit to help more people in, and we also very much need to expedite the reimbursement process between city and their contractors. So that non-profit organizations don’t go broke waiting to get get paid for services rendered, okay? So there’s a place where the corporate interests and the charity interests are overlapped you bet every everybody has list in that i was i was really impressed. Governor schwarzenegger appointed one of the first governors to appoint a volunteer coordinator on his cabinet, saying, in effect, look, we’ve got, you know, millions of older people but millions of younger people for whom service it’s part of their lifestyle now, and we’ve got a state that very well might have, you know, a natural disaster somewhere in the future. I don’t wanna wait until after the fact to try and get things coordinated let’s have a plan now, and i think that was a very, very intelligent way to look at the human capital that the charity, the charitable sector sector kind of channels volunteerism as a dynamic part of the city’s future of the state future. Now that we’ve identified candidates who have a pro non-profit agenda on there as part of their platform, how can we start to show our support? Well, i think is to get a private citizens you can, you can contribute. You know, i’m a big believer that even though we heard a lot about, you know, the billions a million spent in these campaigns that, you know, down the road, you know, those those the campaign will be more more driven by new media, which is free and pervasive. So i think that, you know, spreading the word about candidates contributing but also getting out there working for him, but what i’m interested again, it is not only backing people who come from the nonprofit sector but actually helping people who are in the sector now realize, you know, maybe you should run, you know, maybe the city, the state needs you, you’ve been a tremendous, tremendous supporter of this community step up and take another another step up on the chain, but again, what i’m trying to say to the non-profit sectors we gotta win, we have to support those men and women, our peers who step out and say, i’m willing to step up and take, you know, take a, you know, a bigger bucket of water on my shoulder for the larger you no benefit of the sector in our community, we need to get behind them. Okay, really, you know, support them in every way we can understood. And there there’s the role of sea forward. So let’s, take a couple minutes, talk about, see forward you you identified, i counted sixty one, endorsed sixty one candidates who had a non-profit friendly platform. Eight of them see forward specifically endorsed. And there were thirty five winners out of those sixty one. Yeah. And in fact, what makes it interesting is we have people throughout the sector nominate people. Look, you know, we’re trying our best here, but, you know, there’s not a whole lot of money in this. I’ll tell you, tony, i mean, it’s not like that, you know, the czechs air flowing in. We’re not competing with any super pac. You’re nowhere. We want teo what we’re saying to the non-profit sectors throughout the country, if you know somebody who’s running, nominate him, put him up on our page, and what we’ll do is we’ll look for those candidates that we think really have a tremendous opportunity, but well, even if we don’t endorse them, we’re at least giving them exposure beyond the small town where they might be running for city council mayor. And we’re saying all the ten point, million, ten point, four million non-profit employees check out this site and do a little shopping, you know, look around and see if you see a candidate, did you think? Wow, you know, that person is again four states away and a little tiny town, but wow, that’s a tremendous opportunity. What a vision i’m going to give him twenty bucks. What the hat? You know, when you’re running for a city council race in a small town, you know, fifty bucks a hundred bucks that that could go a long way, so never underestimate what ten million one dollar bills khun due in the political process in america, to get people who think again understand the role we play, it will be champions, not just for us again don’t don’t don’t mistake what we’re doing is somehow, you know, just trying to preserve the cut of the pie for the nonprofit sector. What we want is intelligent people elected who understand the new civic mathematics of how community thrive and grow. Robert, you had mostly of most of candidates were local from the twenty twelve election cycle, but you did have three. At the national level and and also the governor of washington state among those thirty five winners. Yeah, again, we’re really looking actually the person who was hunting who was nominated, i don’t think our candidate for washington state won the governor’s race, but a way had a pretty good track record of candidates who eventually want some with our support and don’t get me wrong that we just endorse. We just said, xero candidates that we think a really strategic and smart, so it was like it, sam saying, for example, who was the first indian american elected to the state legislature in michigan? You know, he ran the state association, he was the mayor of east lansing prior, and he would also he has also done amazing work promoting social enterprise in the city of detroit. So these are the kind of people we think when that, you know, sam will be out the statehouse really advocating for, you know, again, the economic role that we play in helping a state like michigan, which is behind the eight ball. You know what? A lot of states are really struggling with big deficits, so what we don’t want is people who think, you know, wow, these non-profits air getting off, you know, with a field day they’re you know, they don’t pay taxes and there just, you know, sucking money out of the economy to do good deeds. We want people to understand no, no, no, no, make no mistake, there is no profit without non-profit robert, i’m gonna switch the focus to you personally. What is it that you love about this kind of advocacy and endorsement work? Well, you know, i’m a big believer in no waste, you know, i started the kitchen because i hated seen food being thrown away, and i volunteered one night to serve the poor and saw men and women standing outside in the rain, and i had worked in a business that needed employees, so my bag has always been i hate seeing things that are still have value but aren’t being used to their potential, and i believe the non-profit sector and our vote, our classic examples of a tremendous american asset that are not being utilized, you know, i just came along to the food we throw away and the people we value have tremendous potential, and i think we proved that here at the d c central kitchen, so i’m just following the logic model of don’t throw anything away, don’t waste anything, don’t undervalue anything just because of the traditional way we used it in the past, no profit without non-profit. Robert egger is founder and president of sea forward. You’ll find that at sea, the letter c forward, dot or ge robert, thank you so much for being a passionate, enthusiastic guests, thanks so much pleasure, tony. Man, i wish you well, my brother. Thank you, robert. Now we’ll take a break, and when we retired, it’s tony’s, take two, and i’m going to explain what i’m grateful for. Stay with me. You didn’t think that shooting getting ding, ding, ding, ding, you’re listening to the talking alternate network, get in. Nothing. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! You’re listening to the talking alternative network. If you have big ideas and an average budget to tony martin, any non-profit radio we dio. I’m jonah helper, nari team in co founders of next-gen charity hi there, time for tony’s take to my block post this week is very simple. I am grateful there are a lot of people that i’m grateful to, and i list them in that post on the block, but among them is you because you are listening to the show. I hope you’re listening often. Some listeners are very new, just within the past few weeks or months, and there are about a hundred or so that have been around for the two years that i’ve been doing this more than two years, and i’m grateful to each of you. I’m grateful to you for listening to the show. For those of you who get my show alerts by email every every week each thursday, i’m grateful to you. Thank you for letting me into your inbox once a week. I’m grateful for your support for your support of the show for your listening to the show, however it is that you propagate the show if you tell other people about it, if your forwarding those weekly email lorts that you get, however you’re supporting the show, i’m grateful and i want to thank you very much and you’ll find. A little longer list of people who i have gratitude for on my block at tony martignetti dot com that is tony’s take two for friday, december twenty first, the fifty second show of the year and the last of the year. My pleasure to bring on scott koegler scott is the editor of non-profit technology news. You can follow him on twitter he’s at scott koegler. Scotty koegler welcome back. Hey, tony, good to talk with my pleasure. We’re talking about computers crash. So you mean hardware is not gonna last forever? Yeah. You know, i have to say that when i was a cia, we’ve spent a lot of time and lots and lots of money on replacements and lifecycle transitions and all that kind of thing that, um, just, you know, you have to do with computer systems. I kind of changed my opinion over time, but it really depends on the on the situation that you’re in. So, um, i guess that’s what we can kind of talk about. Yeah. Okay. Um, well, how has your how is your opinion? Evolved? The used to be that the computers that you used, uh, ran an operating system. And that really hasn’t changed a bit. Still operating systems all the windows variations, there’s, mac stuff and there’s all kinds of one expiry ations. And it used to be that the applications that ran on those operating systems and turn ran on those computers dependent very heavily on the technology itself. In other words, the processor you know how strong how fast, how many bits is the processor, thie amount of memory, the size and speed of the hard drive. All those things were really critical because as a cz we migrated from the nineties into the two thousands of now intothe ten pluses, uh, at application software has always become the larger files more complex required more more horsepower essentially to run them and some of that’s still true. If you’re heavily involved in graphics, video production or audio production, you still have to have all that. But what’s really changed the game is cloud computing. So why has that changed? You might ask. Oh, okay, well, you and i have talked about it, but go ahead. Why has changed? The reason is that you’re really not depending so much on the hardware or the operating system for that matter, you are dependent on the connection. Um, so, um, so if you have a good connection, if you have your applications and your data in the cloud, then really, you can you can use almost anything that will support a browser. So so that that’s that’s where my opinion has changed, however, there are still reasons to change your hardware. And so now that i’ve kind of cleared the air on that talk about okay, well, we still need to change it. Listeners well, and i i appreciate your honesty. Your opinion has evolved. That’s. Very interesting. So there are. So so you think it’s okay now to push the hardware beyond what used to be, i guess, a strict like three or four year replacement timetable again. It depends on your situation. If you are running your your applications in house, if you have a ah constituent management system that that keeps track of your all of your donors and your constituents, your activities and that’s running on a network inside your facility. Okay, then you absolutely do need to pay attention to the age of your equipment. Because again, the applications get more complex that require more horsepower. And not only that systems break hard drives breakdown and computers breakdown. So, you know, there is a kind of to get ahead of the curve of the breakdowns you want to pay a lot of attention to. How old is each piece of equipment? What is? What kind of applications is it running and, you know, what’s the best deal this week of this month that i could get on a replacement unit. Okay, but if you’re if you’re more more of your work is in the cloud, then it may be okay. Toe hold on to hardware longer because, as you said, all you really need is a hardware that will support ah, browser. Exactly. Right. Exactly. Right. Okay. There are a couple things that kind of still go against that. And that is the operating systems themselves. Uh, there’s there’s a surprising number of companies and organizations. They’re still running windows? Yes. On one that’s. A little dangerous, right? That think microsoft dropping dropping support for that. Yeah, even even is uninformed is i’m about technology. I remember seeing videos six or eight months ago that my panels of microsoft engineers explaining two customers. Why? They wouldn’t be supporting x p and why they should move to the next operating system. So why don’t you just give a little explanation is i think there are still a lot of officers running windows expert why is that risky? Um, you know, the departed that it runs and experience has been historically one of the most stable versions of of windows that’s been around, um, and, you know, people argue that back and forth, but the fact is that if you don’t have updates, it’s more vulnerable to being attacked by viruses and hackers, all those nasty things that happened to computer systems, and eventually khun lied to either just the computer system crashing your dying completely, becoming unusable four for the villains stealing your data and interrupt your important work that gets done on that computer and that’s what it means, if microsoft is no longer supporting the xb operating system, then they’re no longer issuing security updates and bug fixes, right? Absolutely right, exactly. Okay, um, if we’re going to be extending the lifetime of hardware, and that probably happens in a lot of officers even where there is locally run applications because because of budget reasons. What are some things we can do to reduce our risk of working with these older machines? The kind of going along with what i just talked about? What windows x p one of the things that can be done is upgrading the operating system to a supported operating system and in some cases, hyre. For instance, moving from expert to windows vista may not be a good thing because it took it, took more hardware, took more horsepower, increased cps, more memory, that kind of thing. And by the time you add your closer cpu and increase the memory in your in your aging computer, you may as well have brought a new computers now faces. You could buy a desktop computer for three, four hundred dollars now. And, uh so replacing parts in an agent computer could cost. You have tio two thirds of that amount. So is it really, really valid too? Spend that kind of money on something that marginal up too up today. One you could actually just get something brand new, and i kind of skipped the whole the whole update. Okay, you know, okay, but if we have to hold on. To equipment longer, back-up is one strategy right for minimizing our risk? Well, yes, certainly back-up is strategy that needs to be managed and done all the time, regardless of the age of the computer, even even on a brand new computer. Of course, you need to have back-up of your data, you need to have contingency plans for disaster and think about all the problems just happened up in the northeast with storms, a lot of those computers and the electricity they ran them and the infrastructure that supported all that just, uh, disappeared in some cases, aaron, certain certain cases became unusable for some period of time. So what? What’s the contingency? What would you do if that happened? Maybe maybe better. In-kind in line with the question is, what did people do when that happened just a few weeks ago? So back-up yes, absolutely. Back it up back your software up back. Your application’s up. But more important, we have a plan for what to do when something that happened and and so these back-up should be automatic, right? We’re past the days when there’s a there’s a manual process involved in backing up. That depends. Certainly. Back-up should be automatic, especially in smaller organizations. We’re where there’s a smaller amounts of data it’s relatively inexpensive, too, to set up on offline back-up for online back-up i guess that connects through the internet to some remote, uh, location where your data is stored and the software that runs those should run automatically on either the server that you’re running your software on or on the individual no computers that are running that because, you know, data could be candy and usually is everywhere could be on the local disc drive can be on a server somewhere, so but yes to your point back-up absolutely needs to be automatic, and even if it is automatic should be tested because, you know, a large percentage of backup systems fail, and we only find that out at the time we try to actually use back-up right? So you should be testing that you can recover data that you know how to do it and that it is recoverable a cz you mentioned, you know, non-profits that were affected by sandy, there were offices that were closed for weeks, i guess a lot of people then saw the value of being in the cloud, if if they weren’t or saudi, certainly, if they were, because then all they needed was ah, web browser, and they could grab that from there could have that from their laptop that was with them or from some, some other some of their source, but then all they needed to do was able to reach the clouds. Exactly, and i’ve talked with folks that essentially used their cell phones, smartphones as a cz computer systems. They’re pretty much very small computers, right? So if you have, uh, a connection through a cell tower, which is a lot of cases during the storm was pretty much the only thing if even that was available, and so you’re able to connect out two applications running on your smartphone, maybe not being conveniently operated as you would your desktop with your laptop, but you could get there, and you could do the least very important things you need to get done. Okay, so reducing risk back-up and testing the backups, the disaster recovery plan, virus protection, malware protection. And you also mentioned some having the right policies in your article, you mentioned having the right policies on on employees. Use of the of the technology right employees are, you know, the best thing that can happen to an organization that can also be some of the most difficult sources of disasters. I mean, people make mistakes, and some some other people, um, do bad things. So, uh, you want to be sure that you have ways to get around or have contingencies, just in case either mistakes or somebody just decide they want to be not so nice and actually damage, er, we’re steal our lead or get rid of data, some other ways. We’re going to take a break. We’re going to take a break, scott koegler stays with us, we’ll keep talking about a computer crash and had a avoid that. We’ll talk a little about timeline, planning and budgeting training to stay with us. You’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Buy-in have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. All right, scott, for those who do want to put together ah timetable in a plan for their technology changes updates. Well, i obviously well, you start with timing, right? I mean, how do you how do you figure out when your stuff is goingto need to be replaced? Looking forward. Ah, good point. Tony. The first thing to do obviously is to know what you have. So you need to take an inventory of your systems. And when i say an inventory, i mean very specific. You know, what is the what is the product that you have is that the desktop is of the laptop what’s the cpu and what’s the speed of it what’s. The age of when was it purchased? What’s the operating system. All those very specific. Now, the attributes that go to make up a computer and there are there are several pieces of software that will actually go across the network and scan your network and deliver you a, uh, an inventory. Okay? Because that would include that includes all your peripheral, still your printers, right? And exactly servers. Certainly. Uh, do you happen to know any of the names of products that will do that for listeners. I don’t recall them. I actually wasn’t prepared to talk about that, right? That’s something that you want to go through, we can certainly schedule. Well, what do they mean? It’s an important playing it’s? Uh, for one way or another, you need to have a new inventory of what it is they have, and then go ahead and make an evaluation of what parts of that are at risk unnecessarily in terms of breaking but at risk in buy-in affecting your organization or some organizations if they’re running their applications in house, that risk is going to be c p u speed, hard drive viability that amount of memory in the operating system for organizations that are running cloudgood based applications it’s really going to be? What is the one of the operating systems and browsers now? It’s going to be far less critical? Obviously. And once you have that inventory and you’ve got the evaluation of what parts of your inventory are critical, then you need to evaluate basically, you take a guess. What do i think is going to change or or effect the things that we’re doing in our organization? Over? The next one year, two years, three years and from that then you can make a projected estimate of what should be replaced. So it’s kind of a multi step process, not necessarily easy and certainly not an infallible i guess because, you know, you really don’t know what’s going to break and you don’t know what kind of technology is going to come on in the future. Okay, but you’re looking at the oldest stuff first, right? Sure. That’s. The easy part. Last last in first out. Buy new stuff to replace it. Okay. Let’s help listeners out if they wanted to search for these the kind of software they were talking about that will scan your network. Like what? What keywords would you search for in google? I would try network inventory. Okay, good enough for budgeting now. How do you look forward into what the technology is going to cost? Two, three years from now, the the good laws of computer development are that the prices will go down. Capacities will go up. So if you look at what you what your expenses take the piece of equipment that you want to replace today and get a price for that? Just go to the market, you know, go online and find something that is an equivalent to today and start with that number. Because you know that one year from now, two years from now, three years from now, you’ll still be able to spend that amount of money in terms of you know, is there a product available that you could purchase for that amount of money? Okay, cesar, that amount of money in a year’s time, we’ll buy you more capacity. So for one thing, that gives you the ability to take a number and make a budget. Secondly, it kind of future proofs of purchases, so that in a year from now a cz as your requirements for capacity changed, the availability of the equipment will change as well. So i kind of go along the same path, so pick today’s numbers and use them in your budget. Okay. Interesting. I realize i said something incorrect a few minutes ago. I said when you were figuring out what what’s goingto be replaced to use a last in first out. But it should be that’s. That’s wrong. Should be first in first out. Essentially three. Oldest first, so first in first out, right? Oldest first. Okay, we have just a minute left. Scott, what other thoughts you want to leave people with about creating this thiss a short to medium term plan, medium term plan, i would say just get started on it, you know, one of those just like back-up if you keep thinking about it and kind of guessing on how it’s going to work, eventually it will be too late and you’ll never get there. All of a sudden it will be tomorrow, and the disaster is here and you’re not ready. So i would say the same thing with the, uh, with the replacement plan going on planet, even if it’s in perfect and by the way, it will be in perfect. Go ahead and figure out what it should be. Get something scratched on paper or put into the spreadsheet, and you can always add to it and refine it. But the most important thing is to get it in process, get it in place. Get your organization to understand what that what that processes and, uh, you know, get a few minds working on it because chances are that more people thinking about it better than one person thinking about scott koegler is the editor of non-profit technology news, which you’ll find it n p tech news dot com and on twitter he’s at scott koegler scott thank you very much. Happy holiday. Thanks, tony had theology. Thank you very much. Also, of course, my thanks, tio. Robert egger. Next week, there’s no show because of christmas. And if you celebrating christmas, you have my wishes for a joyous one. And hope you get spent a lot of time with family and friends. I’ll be back on friday, january fourth wave greg warner he’s, the president of marketsmart and he’s. Not going to talk about the future of planned gift marketing. I have a plea. Can you please rate and review the show in itunes? I know that you don’t have to go there to listen anymore. You go once you subscribe and then you never have to go backto itunes again. I realize that i’m asking you to make a special trip. Teo rate and review the show if you get value from it, if you like it, please do. Thank you very much. Wishing you good luck. The way performers do around the world, we are still in poland. I need another week, teo durney. I need two more weeks. January fourth will definitely be out of poland, but as the polish say, i wish you breaking of legs poem ania nuke poem, une anouk for the next two weeks, and i do promise, we’ll be out of poland. I think we’ll be in serbia on january fourth. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer on this show. Social media is by regina walton of organic social media, the remote producer of tony martignetti non-profit radio is john federico of the new rules. I wish you a wonderful holidays, very happy, new year, and i hope you’ll be with me on friday, january fourth, one to two p, m eastern, or on the podcast a couple days thereafter. If you’re listening live, we’re always at talking alternative dot com. Hyre i didn’t think the shooting. Good ending. You’re listening to the talking, alternate network, get anything. Take it cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream. Our show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com we look forward to serving you. You’re listening to talking alt-right network at www. Dot talking alternative dot com, now broadcasting twenty four hours a day. Oh, this is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect. No more it’s time. Join me, larry shop a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry sharp, your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com everytime was a great place to visit for both entertainment and education listening tuesday nights nine to eleven. It will make you smarter. Talking. Hyre

Nonprofit Radio, December 14, 2012: Get Engaged III & Dutiful Documentation

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Amy Sample Ward
Amy Sample Ward: Get Engaged III

Amy Sample Ward is our social media scientist. She continues her series on online engagement with goal setting. How do you know if your engagement strategies are successful? We’ll talk about identifying goal areas; assigning metrics; and measuring success. Amy is membership director for the Nonprofit Technology Network (NTEN) and contributes for Stanford Social Innovation Review.

 

Gene Takagi & Emily Chan
Gene Takagi & Emily Chan: Dutiful Documentation

Gene Takagi and Emily Chan, our legal contributors from the Nonprofit & Exempt Organizations Law Group (NEO), explain the IRS rules on what should be in all those acknowledgements you send for 2012 gifts.

 
 
 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on december fourteenth, twenty twelve our november nine thousand you’re still with us, i’m tracking glad you’re still here, and i hope that everyone was with me last week. Yes, i just i just hope you were with me last week because if you weren’t, you would have missed show number one hundred and twenty one, twenty was last week. You can now spend five straight days listening to tony martignetti non-profit radio. I suggest you start on a weekend this way you have a little extra time for bathroom and food breaks. I would start maybe on a thursday and include the weekend i would include a weekend in your five straight days of listening to non-profit radio last week, which is the one you would finish with because that will be shown number one hundred twenty would wrap you up for five days was your database policy manual? Karen heart, philanthropic services specialist for the main community foundation, and nicole san miguel, database administrator for the naacp rat free library of baltimore city, walked you through data entry standards, indexing and search ability, naming conventions and other topics that belong in your database, policy and procedure manual. And it was also maria’s top ten maria semple, the prospect finder and our prospect research contributor, revealed the top ten sites that she uses in her work true to form for our doi and of dirt cheap. Most of the sites are free, and her list is now posted on the linked in group and the show’s facebook page this week get engaged three tray amy sample ward is our social media scientist. She continues her siri’s on online engagement with gold setting. How do you know if your engagement strategies they’re successful? We’ll talk about identifying goal areas, assigning metrics and measuring your success. Amy is membership director for the non-profit technology network and ten and contributes to the sand, stanford social innovation review and dutiful documentation. Jean takagi and emily chan are legal contributors from the non-profit and exempt organizations law group explain the irs rules on what should be in all those acknowledgements that you send for two thousand twelve and had a value some of those gif ts between the guests on tony’s take to my block this week. Is cause marketing guidance from the new york attorney general? The new york a g wants to help you, and i distill their advice for your cause marketing campaigns. If you’re on twitter, you can follow the hashtag non-profit radio. My pleasure now to bring on amy sample ward she’s, a membership director attend ten, contributed to stanford social innovation review, co author of social by social, a handbook on using social technologies for social impact her blogger is amy sample, ward dot or ge and she’s at amy rs ward on twitter and unfortunately, she’s not in the studio today. Amy, how are you doing? I’m doing well, how are you? I’m very well you’re in portland, oregon, right eye and in portland this is where contends that main office is so i’m out here getting to me with staff in person for a little change of scenery and was actually onboarding a new staff person this week, which is always really fun. Okay, excellent. Our thoughts are with you in portland. A lot of talk about the shooting at the mall this week. Earlier this week. Yeah. Out at the crack of this small and now this morning. The shooting in connecticut, the elementary school so it’s, kind of, you know, end end times holiday season so far, very difficult, let’s talk about first an infographic that that i was sent i was offered people send me things too talk about on the show, and this one is interesting to me, and i thought you and i could talk about it. This is an infographic called very objectively titled how social media is destroying productivity. Andi, i sent it to you, of course, and you’ve had some time look at it, i will post a link to it on the facebook page on the linked in group. In the meantime, people confined this at learn stuff dot com um, you are ever learn stuff dot com all right? Well, so they’re clearly, you know, they’re concerned about productivity. Facebook has close to a billion users forty five. Forty five million short of a billion, but let’s call it a billion. People spend two times more time on facebook than they do exercising, you know, be a little provocative about i mean, they spend more time doing facebook than other things also, but they chose exercising wolber collectively each day in the u s people spend twelve billion hours on social networks. That’s interesting. A somebody who thinks about social networking a lot. Amy what? What do your do your thoughts about what you do? You have concerns about productivity? Well, i mean, for me, i think it’s i haven’t had a chance. Tio go look into their sources of where they got the data and what the data really means. You know, things like infographics are often so interesting to people and share a ble because they they could be interpreted in many different ways for me, i think it’s less, um, less a sign of of you now everyone and their mom wastes their time all day long and, you know, we’re we’re not doing any of our work, but more a sign of a distributed organization, a new era of the way people work. You know, people can quote unquote beyond the clock from anywhere so long as they have an internet connection and, you know, a lot the times and and looking at some of the staff in there, you know, that worker is interrupted every ten minutes by things like instant messages, right? Well i know that i’m quote unquote interrupted, you know, all the time, all day long, buy-in sametz itches, but that’s because i managed staff in other cities and instant messages, how we’re just saying, hey, i just tackled that one project or, hey, i saw that e mail come into both of us and i’ll take it or, you know, just kind of the way that you would work in person by just giving each other updates out loud. It’s now moving over two dozen messages, so it’s not necessarily cat videos, you know, and elearning youtube all day long, but it’s it’s, you know, it is technically an instant message, and and it is technically an interruption, but it gets the way you work now versus aah, total distraction and you know something? What i thought was interesting is that it’s list it was instead of being specific social websites to social networking, it categorizes things as time wasting websites and the number third number three, cnn dot com es o that right number twenty nine percent think i’m going to go to cnn because i want to just, like, chat with my friends, you know, like the way they kind of think about facebook being used that way, but for so many organizations, regardless of what your industry is staying on top of websites like cnn or other breaking news sources means your organization commend the the one that has the very first public statement about it. That student in connecticut this morning, as another elementary school, to be able to respond right away or, you know, whatever the kind of crisis our emergency communications may be, staying on top of, really, what we have as a objective world now, riel time, news and information means that organizations can get ahead of their competitors sabat and speak and be the one with the first announcement or be the ones that have the resources that the other news stations there now looking for etcetera, you know, again, it’s just a different way of working and not necessarily time wasting, you know, okay, andi also for our listeners, they’re they’re spending more time in the social networks because, well, i’d like to think in part because you and i talk about that, and we encourage people to use twitter and lengthen and facebook to the extent that it’s appropriate for them and, you know, all the things that we’ve talked about, everybody wasn’t everybody shouldn’t be jumping in, you know, you and i have been through that, and we’ll continue to teo explain it. No, yeah, i mean, i know organization, nonprofit organizations where a team, you know, a subset of the staff actually used private, you know, totally private facebook groups as the place where they are kind of doing teamviewer based product project management, you know, being able to say what’s going on every day and reporting to each other, etcetera, because it’s a tool that all of the people on that team are familiar with, they know how to use it, they like that email notifications in the back and forth. So instead of adopting a whole different project management tool that would be outside of any other tool there there regularly using, just use the facebook group and again, so that means they have facebook open all day, but they’re not necessarily just again, you know, posting cat videos to their friends facebook pages there, they’re using it for real time team communication. Okay, we’re gonna leave that there wanted to get your opinion on it. One thing i’ll close with is that the average college student spends three hours a day checking social sites, but what they don’t compare that is, too, the average number of hours a day that the the college students spend having sex buy-in i object that they left that out? I mean, i was a monk in college, but but there are lots of people spending a lot more than three hours a day at least having sex either with somebody or or alone, which for some people that’s a favorite weii just have a minute before a break. Amy sample ward, let’s see, we want to talk about our our engagement strategy, but really just have a minute or so we’re talking about goals. Do you have some congee? Just tease a little bit? How do you how do you start to set goals? And then you and i have a lot more time after the break. Sure, i mean first, if we’re going to a break, then i encourage everybody to go look upon their organization’s website and see what your mission statement and you actually have a theory of change, or if you don’t know what, that is just used the commercial break the good little theory of change opportunity, or pull up your organization’s active strategic plan, because that is really where you start when you’re going to create gold that apply to your social media, even though people would think they’re not, you know that high up and organizations chart of some sort. But really, you do start all the way your mission, or your strategic plan, or your theory of change. Okay, theory of change, or your strategic plan or your mission. You have homework for the break, and when we return, amy and i will keep talking about getting engaged online. Talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future. You dream of. Two one to seven to one eight, one, eight, three that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s the answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back. I’ve got to send live listener love before we continue with with amy, i’m going to send it to our foreign listeners first this time. Mexico. We can’t tell which city, but we’re in mexico. Welcome chung ching, china. Wuhan, china. Tokyo and fukuoka, japan. Seoul, korea. And curry, korea all live listener love going out tio are asian and mexican listeners, and we’ll get to the u s shortly. All right, amy, why is the right place to start with your strategic plan or your mission, or your your change theory? Well, in theory, not nothing that you are doing in your organization regardless of what department you’re in or what your job title is, nothing should should be extraneous from meeting your mission. The whole purpose of all of your staff, the reason that you have different departments, all of it should be to the end of meeting your mission, and when we that social media up as something that’s outside of that normal plan, then we’ve already set it up for first of all, other staff cannot really support it or, you know, to not have leadership for the board buy-in and that work because they don’t see it directly connected to the mission because it isn’t. But secondly, it also means that whoever it is that taft with that work isn’t able to set goals in the same kind of way, they don’t even see their own, you know, purpose for work as contributing to the organization in the same way. So not only do other people not buy-in and support it, but then the person that’s doing it themselves doesn’t see how they fit so outside of even what you do with the work, just setting up the contacts for that person and why they’re doing their job. You know, you either have an opportunity there for success or failure before you even start engaging. So so starting with your mission statement, you know, from there, you just work backwards look for the aspects of your mission that are focus on action and interaction, and then look for the parts that are social, the things that your community is able to contribute, too, and not just the aspects of your mission that, you know, require your staff policy maker or something. So so look for the opportunity where the community can be in and then require interaction, and then that’s where you actually set the gold specific to your social media or your community department now way learned a couple of weeks ago when you were on the last time that you have a real affinity for alligators. Actually, you’re a little scared of algiers, so we’re going to use save the alligators as our example eyes are hypothetical charity, okay, terrific, because because i know that’s something that you could buy into easily, of course, and also want listeners to know that this siri’s on getting engaged began october fifth if you want to catch the first part of it, and the second part was november sixteenth. So if we have our charities, objective is to save the alligators may be in the florida everglades, so not not worldwide, but just in florida in the everglades. There’s there’s terrific opportunity for outsiders to contribute to that in terms of awareness, maybe political advocacy, things like that, right? Okay, on dh and an organization, you know, or this organization that you and i have now founded called save the alligators provoc we probably have some sort of strategic plan or or we’re going to the whether we call it that or not, or something like a theory of change, which is more broad and says, this is how we see our mission coming, coming to fruition that says, you know, we see a few different ways that we’re going to save the alligators first is in the policy that support seven, and this is the kind of policy we’re going to work for it and the next is, you know, and this is where we’re going to create educational programs, so the public is no latto you’re scared of alligators or something, you know, so far down the line like that, you were goingto bucket out how we’re going to do this work, and from there we could say, oh, great, so there’s there’s a policy component of our of our mission? Well, in order for anyone to support a policy, they need to know about it. So a portion of the person’s job, the energy in our social media, they’re going to have a whole bucket, a goal of oppcoll and metrics and and work that’s focused on letting people know what that public policy proposal is understanding what it means getting. Involved probably recruited in their stories to help, you know the organizations public policy statement today if you can have community members saying, yes, we love our alligators, and this is, you know, how we’ve seen are so on the area destroyed and now hurting the alligators, i realized that all of this example shows how little i really know about alligators. Well, then, that’s a part of this person’s job and it’s no longer just yet tweet all the time about how we have a policy recommendation, but it’s so much more tangible because it helped change people’s minds about the policy recruit stories about this policy, etcetera, you know? So so you can translate directly from that mission all the way down to the buckets of actual content you’re posting every week. Okay? And how about some of the some of the advocacy, too? We want maybe people to write letters to editors and to bloggers we want to have people call or otherwise contact their state representatives things and so there’s a way we have our calls to action like we talked about last week, last month, exactly like last way said, you can’t just create a twitter account and start asking everybody to retweet you and take all of your calls action. But once you build up that community and you started building trust and engaging with people, then you can use the social tools to identify who those bloggers are that everybody listens to and reach out to them and say, great will you write the first the letter again showing that that you recognize them at the champion and influence there in the community? Will you write the first a letter and then other people will want to follow and participate, etcetera? Okay, okay, this is a good cause. And i appreciate that you want to be the co founder it’s a big step for you. That’s. A big step for you. All right. S o we’re so we clearly need to be, as you said, mission focused. Otherwise, there’s not going to be the support and the understanding of why were even engaged online. Why we even doing anything online before we moved to metrics? Anything more that you want to say about about creating the goals? No. I mean, i think, you know, a lot of people feel like well, you know we don’t have ah brand new strategic plan or we don’t have things laid out like this, but i really just i mean, we just showed with this very sophisticated organization that tony and i have just created called save the alligators, it really is that easy to move from a really high level, lofty mission statement, tangible work in in social engagements. So regardless of what your mission statement is or how it’s set up now, i really encourage all organizations to start from that place and don’t feel like, well, you are the organization that can you really can. And i just like that. If there’s ever than a challenge to why do we devote resource is it could be just a two person or three person shot, but why are we spending time on twitter and facebook? Because it’s a direct thes three threes direct correlations to our mission here, we’re trying to get join with advocacy. We’re trying to get awareness we’re trying to get public policy change, and this is how our social social engagement strategy supports each of those elements of our mission, right? Exactly, which is so much more empowering to that that person, but also to the whole organization, they can now translate for themselves how the person working in public policy can work with the person that’s doing the online engagement, and they could work together and not just, you know, separately in their own jobs, they could see how both of them need each other internally as well. Okay, let’s, move, teo metrics way want to start to measure these things? That’s that’s a substantial criticism of social networking that it’s not measurable. How do we know whether we’re succeeding, which we’ll get to, but but that’s what? You want to dispel all that? Right? Because it is measurable. Exactly. I mean, when you you know, a lot of organizations it’s really easy to track certain numbers because the different platform’s show them to you very prominently you goto a facebook page and now the really prominent number of how many people have liked that page well for you, almost every organization i’ve ever met that number isn’t the crucial number that you care about on your facebook page because if you have a thousand people that have become a fan of your page but none of them ever comment. Or share or even read what you post there, it might as well be xero people that like your page because no one would know. So making sure that that you go beyond just those really easy numbers toe look at, like, how many people are following you on twitter or whatever? And again, go back to those schools if we’re talking about state of the alligators, and we know that advocacy is a really important part and people actually taking that action way contract that let’s say, we want to see how many people yet wrote the letter, but how many people shared the letter of someone else, you know, way down that prominent blogger and asked them to write up a love letter to the very first letter, how many people commented on the letter that they wrote, so it doesn’t even have to be your facebook page, but but how many people are engaging with the advocacy appeals, whether you posted them or they’re the appeal you know, in your network, and that goes to all kinds of things, so not just you know how many people are liking or commenting on that letter, but how many? People have retweeted it how many people signed up on your website to stay in the loop on what’s going on on that advocacy appeal? So making sure that even though we’re thinking about this social engagement work as social media, quote unquote ah lot of these metrics don’t stay in that silo of facebook. If you’re doing a really great job on facebook, engaging people around an appeal, you also want to be just a the same time tracking how many people clicked to your website and signed up for the email to stay in the loop or how many people come from facebook to your website. And how long did they stay on the website? You know, looking at that that full circle from your your quote unquote home base, your website or your campaign page to social media and then teo material like emails or videos where it would be something there just consuming and back again. So how is that whole, you know, three part triangle connected and staying engaged throughout? Okay, how do we know what Numbers 22 start with if it’s a number of people who go overto comment on the on the letter. That was written over on the bloggers site let that was posted. How do we know what kinds of numbers to begin with? I mean, some some of the most basic that that all organizations can at least start tracking now to see if they know where they want to go next. What they’re tracking is so be tools specific as necessary. So was twitter, for example, you don’t just want to say how many people retweeted us this week. You want to say how many people retweeted our post that had a lincoln? Um, and how many p people retreated our posts that didn’t have a link, because as you you know, set yourself up to separate that content, you’re better able tto learn from the data, if you see after three weeks of tracking that you have fifty retweets every you know for posts that don’t have a link and you have to re tweets for your post that have a link. Well, that’s your community saying please stop posting links to your website. We just want to talk teo on twitter of or the invert you see, everyone wants to be sharing those links to your policy. Documents, but no one is retweeting you when you’re just sharing information, we’ll make sure that your frequently not always but frequently posting with the link so separate out the data as best you can, so that when you’re tracking it, you’re able tto learn from it and take action on it. And so that was a twitter example, but facebook another place where you can easily separate things out. Is it something that you posted because it had a photo or a video? Or was it something that was just a language or even just taxed? And how? How does your community respond to those things? So look at how many people viewed at term people commented how people shared it on dh then we can talk about more of the measuring and processes in a minute, but basically the best thing you could do is just to start tracking don’t say, well, we don’t have certain things in place yet or we haven’t finished creating this really great profile photos were not really using that page yet. You doesn’t matter just start tracking now because you’re not going to be able to make those informed decisions about what. To try next, or what kind of content to start creating until you’ve at least started tracking some things so you could say, gosh, no one interacts with our videos on facebook, let’s not invest in creating another video right now today, let’s try something else instead of feeling like you have to get all of that set up ahead of time. I mean, i just wanna let you know we’ll talk about measuring success next time we’ll have, we’ll have well haven’t get engaged part for because the metrics this metric section is really important. What about the the metrics that facebook gives you, like free, post like reach on a number of people who viewed and we have just like a minute and a half or so left are those are those of value? Yes, they really can be as far as measuring kinds of your post against each other so that you can say, you know, gosh, this one reached a whole lot more people than the one we posted yesterday. But there are so many variables to that built into facebook’s system, but also into you know, what day of the week was it and what? Time of the day wasn’t and did a lot of people like it right away, and so that then translated it, showing up in all of those people new season, then all of their friends interacting with it, you know? So there are so many variables in there that it’s hard to look at, it is just a static number, you know, a magical silver bullet of a data point, but it is helpful when you do sit down tto look between posts and say, gosh, what made this one reach so many more people? Well, then you can you don’t just say, well, i guess this post is a lot better, but it gives you the opportunity to say, this is the one that reached the most what was going on here that was different. Was it in a different time of day? What is it at, you know, a different day of the week, etcetera, okay? And you and use that information. But, you know, different organizations really focus in on different metrics, so some organizations rely on the talking about facebook metric and not because it’s better or worse than anything else, but they just picked it. And said, we’re just going to stick with it so that we’re sticking with one metric for now, others, they’re looking at reach, another aspect that impacts all of that facebook data. Is it you didn’t invest any money in promoting your post, we have to leave it there. We’re going to continue this subject next time amy is on show way will have her back. I wasn’t sure, but since she’s talking she’s talking about no, of course, we’ll have get engaged part for in january in january, amy alligator, that’s, right, save the alligators, you confined amy at her blawg, amy, sample, ward, dot or ge, and on twitter she’s at amy r s ward. Ah, that’s it at me, rs word. Amy, i hope you have productive meetings in portland. Thank you so much, all right, thank you. I hope you’ll be back in the studio in january. I certainly, well, excellent. Right now we’ll take a break, and when we come back, it’s, tony’s, take two, and then gene takagi and emily chan are legal contributors on dutiful documentation. Stay with me. They didn’t think that shooting getting, thinking, you’re listening to the talking, alternate network, get anything. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you too? He’ll call us now at two one two seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! You’re listening to the talking alternative network. Duitz lively conversation. Top trends, sound advice, that’s. Tony martignetti, yeah, that’s. Tony martignetti non-profit radio. And i’m travis frazier from united way of new york city, and i’m michelle walls from the us fund for unicef. Durney welcome back live listener love here in the u s lawyer, california port, ellen, new york, new york, new york, liquid new jersey and new bern, north carolina there’s more those air are so far live listener love to those listening here in the united states. My block this week is cause marketing guidance from the new york attorney general cause marketing is when you team up with a company so that you raise money and they either sell stuff or they enhance their reputation or their image because they’re affiliated with your charity on dh there’s a lot of blurriness around this because a lot of people don’t really know how much money actually goes to the charity or how it’s determined how much is going to go. So the new york attorney general had some guidance five recommendations nufer i’ll just mention two of them here explain exactly what’s being donated. A lot of times you’ll see advertisements will say net proceeds to the charity we’ll net net of what? How do they define proceeds? Also after the campaign? Tell us all how much was raised. People want to know what the impact was, did they? Did they? Make a difference for you. So those are two of the five recommendations from the new york attorney general there’s more on my blogged at tony martignetti dot com the post is called cause marketing guidance from the new york attorney general, and i’m still asking for your help so many listeners. I’d be grateful if you’d rate and review the show in itunes rating is one to five stars you started our page on itunes, which you’ll find at non-profit radio dot net, or you could just search and then click view in itunes and itunes will open up and you’ll see a place for ratings and reviews. So it’s just a couple of clicks, i’d be grateful if you’d rate the show and write a short review and you do that night tunes and i’m very grateful for that. Thank you. And that is tony’s. Take two for friday, december fourteenth, the fifty first show of the year. Joining me now from san francisco. Jean takagi he’s, the principal of neo the non-profit and exempt organizations law group and he had it’s the popular non-profit law blogged dot com on twitter he is at gi tak g ta. K and also emily chan, who is an attorney at neo-sage principal contributor to the non-profit law block she’s the american bar association’s twenty twelve outstanding young non-profit lawyer, which is now coming to an end. I don’t know what she’s going to do in twenty thirteen shut the rest on morals from from the previous year, but so far that today that title’s title remains and you can follow emily on twitter at emily chan, jean and emily welcome hi, tony. Happy holidays. Hello. Thank you, emily. What you gonna do in twenty thirteen? You know, i’m not think reminding thinking about that. I’ll have to say she was last. Year’s american bar association. Outstanding. Young non-profit lawyer it’s it’s. Not the same laurel resting it’s. No. Good. We’re here to talk about documentation. How to get the right documentation and acknowledgements to your donors. But first, how to know what date the gift should be dated. Your your acknowledgement certainly has to have the date of gift gene let’s. Start with you. If if if a gift is a sent by mail us mail. What? What date do we does? The charity use for the date of gift? Well, the charity is probably going to use the postmark days, but the actual date that the don’t i get to take the deduction is the day that the donor dropped that envelope with a check in the mail box. So if it gets postmark the next day or january first, which is the next day, if they do dropped it off in december, thirty person gets post by january second. Donors have to form the charity that dropped it off. Oh, my gosh. Okay, gene, can you speak a little louder? Great. Uh, gene, can you speak a little louder for us? Yeah, absolutely. Tony so great question donors goingto take the deduction on the date. They drop it in the mailbox. But make sure that the charity knows that otherwise the charity’s gonna use the postmark date on the envelope on those could be different. That’s true. It’s. Okay, all right. And this becomes important as we’re talking about december thirty first versus january first or second when the when the gift is actually well, wouldn’t be open to probably january first. But it’s actually received and opened in the office january second or third. This becomes important. For those who wait till the last minute. Jean what about if it’s not received us mail, but it’s received by fedex because the person waited till the last minute or some other overnight service. Another great quest? Tony, don’t send last minute charitable donations through fedex if you’re trying to get a deduction in two thousand twelve because then that the charitable contribution will be deemed given when the fedex arrived and was received by the charity’s avectra steve january second that’s going to count of the two thousand thirteen death. Better to drop it in the mail that i sent it fedex on december thirty. Okay, excellent, excellent advice. And, of course, if gift his hand delivered, if somebody comes to your office, then that would be the day they handed over to you that’s. Right. Ok. Credit card donation. Same way is the day that that credit card is process. So the day that you give it, uh, okay. Well, wait now. Credit card processing, the date you you do the form online might not be the date that it actually gets to the gets to the charity and process. So how does that work? Well, it will be the day that it’s processed by the credit card companies. So it will usually be instantaneous. Okay. And would you use the date on your statement then? As the as the right date of gift watch? The donor’s probably gonna deduct it on the date that they made that charge. So yes, if they’ve got a receipt for it on december thirty first. That’s, the date you it might be different from the bank statement dated the bank takes a delay in processing. Take your receipt if you make that charitable contribution. Okay. You mean the credit card credit card receipt? Yeah. Okay. Okay. Emily let’s. Turn to you. Now, we now we’ve figured out how to know what date to put for the for the gift date. Let’s. Start with gifts of of cash. How do we appropriately acknowledge those for our donors? So, you and tony, tony, you and jane have already talked about some of the ways that you do. This is the donor. For example, looking at your bank records were having some kind of receipt that maybe automatically prints out. But when we start looking at gifts over two hundred fifty dollars, it’s important that the substantiation you have is something that actually comes from the organization. Um, and this is an irs rules, so again, default attacks mary-jo have a receipt for everything that you’re going to deduct, but when you’re looking at something over two hundred and fifty dollars, you need to make sure that the organization gives you some kind of written substantiation if you plan to take that deduction. And the funny part of this rule is that generally speaking, the organization isn’t required. Give that to you so again, as the donor is good to be informed of what you need and same thing with an organization and know what the donor needs, that you have good donorsearch right on dso our listeners are mostly the charities, so so over two hundred fifty dollars, they’re required to send an acknowledgement. No, they’re not required to something unknown judgment, but the donor is required to have one so it’s good donorsearch to put something in place for the organisation, that you’re able to issue out those in a timely manner and also with the most efficiency from the organization’s perspective, and the substantiation should say, you know what? You would expect, like, the amount of the contribution, but as well as whether that dahna received anything in return for the contribution. And if they did, how much they received a return. Okay, and we’ll get to that shortly. But also the date of the gift, right? You have to tell them, is not sufficient to just date your letter, but you have to give the date of the gift correct and it’s important to give that substantiation in what they consider a contemporaneous manner, which means before the end of the year of when the donor would make that deduction basically. Okay. Okay. Before so it before the end of twenty. Thirteen. You mean when they would claim the deduction? Is that what you mean? Right? Right. Okay. But of course, you want to do it before then, because there probably going to be filing their taxes by april fifteenth or october at the latest. Okay. All right. So now i wanna make sure i didn’t confuse listener. So two hundred fifty dollars, what’s the what’s, the what’s. The rule around two hundred fifty dollars, for two hundred fifty dollars, or more. The donor’s required to have a written substantiation from the organization the caveat here that was generally speaking, an organization isn’t required to issue one on we’ll get you an exception like he said in the seconds, but this is really important for organizations. No, not just look at what they’re required to do, but what would be a best practice to do, and it is the best practice as far as your donor issue, those, uh, received for them so that what your donor isn’t going to come back and say, hey, i tried to take the deduction that you never gave me this acknowledgement, and now i’m upset will never don’t you again, right? And of course, the really best wayto be thankful for gift and to express that is tio acknowledge every gift, even if it’s only five dollars? Yes, we would say so, but i don’t know that especially have it’s the hyre amount it’s even more important, we would say, because of this extra requirement from the irs. Okay, let’s, go teo publicly traded stock, and we’re not going toe listeners. We’re not going to talk about, um, privately held stock in privately held companies because it becomes very difficult of value. And things like that. But emily for a publicly traded stock first let’s define that. What do we mean by publicly traded? So this would begin stock that’s being treated openly on the market right now. So you would be able to look at the stock market and figure out how much it’s trading for at any given day or time. All right. And how do we acknowledge that kind of a gift? So this would be assuming that the organization is going teo, liquidate this right away, meaning that they’re also going to sell it. You’re going to treat it just like another contribution again? That could be tax deductible. So the organization is going to want to know again. Asshole of the donor. How much? That doctor’s words on the day that it’s given to the date of the gift. And basically the way that you do that. If you look at what it’s being chased out the high in the low and you take the average okay, excellent. Some people there’s some confusion. Sometimes people think it’s the value that the stock closed at on the day of the transfer. But that’s not right, it’s that average that you just explained if i can jump in it’s important to realize, though, that that’s going to be the donor’s responsibility to figure out what the deduction amount is. And the charity is giving those numbers just a matter of convenience for the donor and the donor’s tax advisor. So should there be some little caveat in your letter that says we’re not providing tax advice in giving you the value or what? What? We estimate the value of your deduction to be, i think that’s great advice, tony, to just say that caesar for internal gift recognition purposes, and to please seek guidance from your tax or financial advisor regarding the deductibility of your gift. Okay, gene let’s, stay with you. We have just a minute before a break so let’s, you know what? Let’s, just take our break and we’ll make a clean cut and, well, gene and emily and i will continue talking about documentation for quid pro quo gifts. What happens when you get a little thing back or something big back? And how do you value those things? Stay with us. Dafs you’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Oppcoll have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Welcome back to tony martignetti non-profit radio. Okay, let’s, gene let’s, talk a little about when someone gets something in exchange and let’s start small. Suppose you make a gift and you get back a mug or a pen or a t shirt. Kind of what generally, the rule is if the gift for the contribution or payment that is being made by the donor is more than seventy five dollars, and you’re getting something back in return of value, then the charity has got to give you some sort of written disclosure that indicates the value of the item is given in return. But if it’s a token, ida, um, then there may be no need to do that, so token item might be okay. And what is a token is actually kind of defined, um, by the amount it is, it could be a low cost item. Or it could be an item that has the organisation’s name on it on. And if it’s a low enough value than that that’s going to be okay. And so the dollar figures i’m goingto let emily provided it doesn’t come off the top of my head. But it’s the low. Cost article, i think, is nine seventy with the organisation’s name or logo and if it’s not with the organisation’s name or logo, if the mug is less than two percent the lesser of two percent of the donation or ninety seven dollars, then you don’t have to give that written disclosures statement that says the amount of the value of the item given back to the donor return. Okay, that’s, a that’s? A lot to unpack, but listeners could go back and play that play that part back-up emily does does jean have? The number is correct. Okay, okay, now, gene, that was if the if the donation is more than seventy five dollars, if the donation is less than seventy five dollars, then you don’t have the charity need not disclose what was given in return. Is that is that right? Yet although it’s going to be a good idea for the charity to do so anyway, because the donor can only deduct the amount of the payments that is actually a charitable contributions so other than for those token token items, then something for the charity to indicate. So even if he gave a fifty dollars, gift to charity. And you got twenty five dollars, back. That charity should indicate what that amount given back. Okay, so, so sort of similar to what we talked about before it’s. Just it’s. Good practice to just do it all the time. Uh, disclosed what was received all the time. Okay. Plus, i just got makes it easier for your for your gift processing people. Teo did not have different rules. Just do it all the same way each time. Yeah. And note that this comes up all the time when charity’s hold their holiday party events and copied the chicken dinner with the ticket. Um, so the chicken dinner given back is a benefit that probably is more than the token benefit or the low cost benefit. So that’s going to be something that the charity will want to get back into receipt? The whole ticket may not be deductible, but a portion, maybe. Okay. And what? What about the silent auction items that you have? You have advice around those two? Yeah. Now, that gets to be a very tricky area. Because when you received ah non-cash contribution from a donor, the charity not goingto value that so. If somebody gives you a expensive vase and they say, you know, this is our donation to you, the cherry has no responsibility and is not in the business of appraising that for the donor. The donor is gonna have to do that themselves begat the deduction. But the charity will give back a receipt stating that a description of the items given, however, the big exception is if now the charity goes ahead and take that vase and puts it into a silent auction. And somebody bids sport let’s say somebody bid five hundred dollars for that body, right? The charity has got a responsibility to let the donor or the person paying for the box know what portion is a donation. And what portion is really the value of that vase? Uh, that they’re actually making just a strict payment for quid pro quo. Because it’s part sale and part gift and only the gift portion is deductible. Okay. And how are we going, teo? Value that? Yeah. Really tricky it it depends upon the item. So you know, if it’s super expensive than the charity, may have to get an appraiser to do that, otherwise they might. Look into, you know, being if it’s a fairly modest item, you may just look on ebay or craigslist that used and try to figure it out, but you don’t have to use reasonable method based, but, you know, pop your resources and the valley of the gift. Okay, emily let’s, go teo volunteering if someone’s instead of instead of making cash gift or stock if they’re spending their time with the organization, what what does the charity have a responsibility to? Teo teo, disclose that or acknowledge it in a certain way. And what can the donor deduct? I’m not necessarily so. The thing about volunteer services that the individual volunteering not deduct. I got the value of that volunteer time. So let’s say it’s the equivalent to paying, you know, twenty dollars per hour for your bookkeeper or something like that. You’re you’re volunteering the service, an organization that not deductible. But what could be deductible are the expenses that are incurred that are related to the volunteer services. So what say the cost of gas to get to the non-profits a place of business in order to do the financial services for them? Okay, we really have to leave it there. We just have a brief moment. Emily there’s a couple of publications that are valuable for for charities to figure this stuff out. What? What are those? Please? So there’s, the irs publication seventeen. Seventy one that’s. A really easy to read pamphlet. There’s also an irs publication. Five twenty six, which is a more comprehensive guide on charitable contributions and anything that’s tricky, like art or vehicles. There are special irish publications for that as well. So i would look for that specifically. Okay. And you’ll find the pubs on iris dot. Gov. Yes, that’s correct. Okay, we have to leave it there. I want to thank. Jean takagi and emily chan are regular legal contributors from the non-profit exempt organizations. Law group. You confined them both at non-profit law blawg dot com happy holidays to both of you. Thanks very much. Thank you. My pleasure, aunt. Of course. Also, my thanks to amy sample ward next week. Robert egger, ceo of sea forward that’s the letter c. He and i are going to talk about how to get political candidates to add non-profit issues to their platforms and how to endorse the candidates. Who? Do and scott koegler will be with me, our regular tech contributor and the editor of non-profit technology news. You can hardly navigate the social way without smacking your head into tony martignetti non-profit radio. We’re on facebook, youtube, twitter linked in four, square all those places and if i can urge you to go to itunes again, i’d be grateful if you would rate and review the show there wishing you good luck the way performers do around the world. 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Nonprofit Radio for November 30, 2012: The Bequesting Brain & Donor Database Dungeon

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Russell James
Russell James: The Bequesting Brain

Professor Russell James at Texas Tech University does neuro imaging research to see subjects’ brains light up when they elect to put a charitable gift in their will. This former Planned Giving fundraiser and director of the Graduate Certificate in Charitable Financial Planning has research-based advice for your cultivation and recognition of bequest gifts.

 

Scott Koegler
Scott Koegler: Donor Database Dungeon

Scott Koegler, the editor of Nonprofit Technology News and our tech contributor, wants you to keep your donor database secure, so nothing can escape. We’ll talk about inappropriate use, SQL, inference and overloads.

 
 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i very much hope that you were with me last week. It would cause me great distress. I couldn’t stand knowing that you had missed thirty four things to know about people. Andrea nierenberg, president of nuremberg consulting group, returned. She had so much simple and valuable easy relationship building advice from october fifth that i invited her back and the last show, which was, of course, two weeks ago, she had thirty four things to know and howto learn them how to preserve them and what to do with them, and her list of thirty for is now on the facebook page and are linked in group also get engaged to amy sample ward are regular social media scientist, social media contributor continued her siri’s on real engagement and building trust through the social networks. October was setting the tone this month. It’s your call to action. Amy is membership director for and ten the non-profit technology network and blog’s for the stanford social innovation review. I want to welcome new listeners. I need a big spike of listeners in october and i hope that you’re still with me in november hoped very much welcome. Welcome to the show this week, it’s, the big, questing brain professor russell james at texas tech university does neuroimaging research to see subjects brains light up when they elect to put a charitable gift in their will. This former plan giving fundraiser and director of the graduate certificate in charitable financial planning has research based advice for your cultivation and recognition of bequest, gift and donordigital baste dungeon scott koegler, the editor of non-profit technology news. Our regular tech contributor wants you to keep your donordigital base secure so nothing escapes. We’ll talk about inappropriate use sql sounds like jargon jail already inference and overloads between the guests on tony’s take to my block this week is charity registration matters. Why compliance with state charity solicitation registration laws is important? If you’re listening and you’re on twitter, you can use the hashtag non-profit radio to join the conversation with us there where monitoring that hashtag in the studio and i want to welcome my guest is russell james he’s, an attorney and phd he’s, an associate professor and the director. Of graduate studies in charitable financial planning at texas tech university, where he also supervises the graduate certificate and charitable financial planning. He has spoken at the f p international conference, the big twelve gift planters association and giving korea we have listeners from korea pretty regularly, actually, he’s presented his research at universities in the u s, spain, germany, the netherlands, ireland, scotland and england, but i noticed not whales, i guess the welsh don’t care for russell james for some reason, the welsh have not invited him, but the irish, scottish and english have he’s, a consultant to the south korean government, around their effort to adopt plant e-giving legislation, he’s been a plan e-giving fundraiser and a college president. Russell james, welcome to the show. Thanks so much, tony. Glad to be here. It’s a pleasure to have you. You’ve had a lot of jobs but a lawyer. Fundraiser, college president now, college professor, you’re you’re having trouble holding jobs? Yeah, that that is an issue. But hopefully i can. Okay, what’s next, the construction trades. Maybe. I don’t know. No, i’ve got ten years. I’m gonna stop. Okay. Well, that’s it you’re set. Okay. Um, our big questing brain. This is really very, very interesting to me. You do? Ah, neuroimaging research. Why did you decide to pursue this? Well, i’ve spent a lot of time in the area of fund-raising a particular plant giving, and there have been a handful of studies done on shared will get e-giving decision making in the scanner, but nothing had been done yet. Looking at decisions for request, a charitable giving. And so that was something new and something i was interested in. And after getting ten years gave me the opportunity to take about a year and a half or two years to learn how to do this neuroimaging so that we could proceed with finding out how the brain works. When you ask people questions about making charitable bequests, this is not a line of research that a non tenured professor would have the luxury of pursuing. Well, it it takes a long time. And since my original background is not in neuroimaging, it takes a fair amount of time to get up to speed with the process. And it helps having a little bit of job security before you start chasing rabbits like this. That’s one. Of the few jobs you have not held is neuroimaging scientist. Thank you. Um, and what was your methodology for this? So the approach was tio have people when they’re in the scanner, they can observe a computer screen, and we could ask them a variety of questions. And what we wanted to do here is we wanted to have questions that were identical but on lee different and whether we were talking about giving money or volunteering or leaving a bequest gift. And since we can’t actually enforce a bequest gift in the scanner, what we did is we ask them if you signed the will in the next three months, what’s the likelihood you might leave request gift to a particular organization. And we used about about twenty eight large charitable organizations on we also ask them about if they were asked in the next three months, what was the likelihood they might give, give money to the same organizations? Or that they might volunteer time to those organizations in the idea being here, we want to see what brain areas are engaged when people are thinking about the probability or thinking about this idea of, well, let’s. See if i was asked if i was finishing a will. How likely is it that i might do this? Okay, and you compare that with a current gift and volunteering, okay? And because you see those as as different methods of support. And so you thought there might be some different segments of the brain that are that are involved exactly. And also because we understand a lot more about current giving and volunteering because people engage in that behavior very frequently, we can observe it a lot. But the quest e-giving is something that people engaged in very rarely oh, and oftentimes not observed. And so we sort of want to compare with the thing that we know about better. Did the volunteer part did that involve boardmember ship buy-in a chance it did not. It was just a generic question of hey, if you were asked the next three months, right, your likelihood that you might volunteer time too. You know, the american cancer society, for example, okay? Because i think it was boardmember ship. I think their brains would have exploded inside your scanner. You have what we want to avoid. You’d have a mess, and plus you you have a dead subject. So it’s no, in these invalid research. Okay. Concerned with their safety. So that’s a that’s cool this other inside a scanner. And does this look like now? I’m just a little curious about the technology. Does this look like an emery that people slide into? And then the screen is above them? Or what does it look like? That’s? Exactly. Right? So they’re inside an m r i it’s a fairly large boardman sheen, but it still they’re sort of locked in there. And before they do this particular experiment, they get used to using the screen, have a couple of buttons that they can use on each hand to respond to questions on. So they sort of get used to and really, you know, they focus on the screen because there’s nothing else to look at. I mean, it’s fairly dark out there. And you have this projected image of the computer screen on that’s the process which seems very weird, but you actually get used to it pretty quickly. Is you’re going through these preliminary process? How did you get volunteers for to be subjects for research like this? Well, for this first for this first group, we just asked folks who were around the university campus so employees graduate students, that sort of thing in the future we’re looking at once we find the results to make sure that those results are also replicable when we are doing with other populations. Ok, i see grad students. I mean, they’re hungry. That right? So for twenty five bucks, they’ll do anything. You know what? They are paid. Yes. Ok. Eso what did you what did you find? I’m interested in what you found across the three different types of, of, of gift of a way of ways of supporting now also, russell, we just have two minutes before our first break. So just, like, sort of tease what? What you found what we found was two different areas that were much more strongly activated for bequest decisions. Van forgiving, volunteering decisions. Those two areas are the call once called the peculiar and once called the lingual gyrus. Now the brick union is something that’s engaged frequently. When people are taking an outside perspective on themselves, sometimes called it’s been called the mind’s eye. And the lingual gyrus is actually a visual or visual ization area. So when you’re dreaming, for example, you will engage the lingual gyrus, and if you have damage to that area, it can eliminate your ability to dream. So we saw these two areas and independently we’ve got some activity that involves people looking back on themselves from an outside perspective and also engaging in visual ization. But what was really exciting is what we found in other studies that simultaneous osili activated both of the same areas that i think is a lot more applicable to this situation where we’re looking at now so i can tell you about those way have time, or we’re going to take a break first. You said the lingual gyrus is the dream center. Is that right? It’s engaged in that engaged okay area. My lingual gyrus was was hyperactive last night, but you’re probably not into interpreting dreams out suppose you dont go that far do don’t go that far. All right, well, we’re going to end with you, then we’re done. No, russell, james will of course stay with us for this break. And i hope that you do too. Talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office needs better leadership, customer service sales, or maybe better writing, are speaking skills. Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s. The answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back were with professor russell james from texas tech, and we’re talking about the requesting brain. We will not be analyzing my dreams. Sorry, but those were disappointed in that, but we will continue. Of course, this is conversation. So this is russell. This is what people sort of their self image and and what you call, sir there, their life story right in the reason we say, that is we looked at some other studies that engaged both of the same areas simultaneously. And one of them, for example, was where they i had older adults in the scanner in their sixties and seventies, and they were shown photographs from across their life from the the different ages of their life. And when they saw those photographs in the ones that they remembered what they were doing, they remembered exactly what was happening in these two areas were much more strongly engaged. And so the idea is that these are areas there is associated with what we would call visualized autobiography and there’s, a variety of other studies that also suggests that your reasonableness of this conclusion so the idea being that when people are thinking about making a charitable request decision they’re actually thinking about this concept of how does this fit in to my life story? It’s almost like they’re riding the final chapter of their autobiography and asking about whether or not this cause or this organization fits with that life story. And so it turns out those are very different questions than we might ask with, say, a current gift issues that are in other context, really important, like what’s the next big project, or how financially financially good is this organization, those things sort of fade into the background on this actually fits with some other research that was just finished last year in a phd dissertation by claire roundly and united kingdom, where she interviewed folks about why they had left money to the organizations that they had identified in their in their state plan. And it turns out that really it was all about their life story, it was about their connection with the cause, or with the organization because of something that had happened to them or to a family member that makes that that connection come together. So this it’s a little bit with an example, one of my friends who’s been planned e-giving after he graduated from law school and had this background training when he would go out and talk to people, he would see that they had all of these tremendous tax advantages that they could take advantage of. Maybe they’ve got qualified money that they want to make a gift and, you know, there’s, a state gift and there’s ways to do that, and he would start by talking about that. And he said i had to learn to stop doing that, that what i needed to do was to start by asking, how were they connected with the organization? What was their life story and how it was it was connected in on so that seems to fit with some of the things that we’re seeing in the scanner here, okay? And that’s pretty widely recognized, i think that it’s it’s, the love of the, the charitable work, whatever it might be feeding people, sheltering, education, spiritual, whatever it is, it’s, it’s, the love of the work that that moves people to include the charity in there in there will absolutely. And i think, it’s the issue here of you know, when we think about this sort of related into some psychology from fifty years ago that talks about how two people deal with it, reminders of their own mortality and a couple of things they do one they tend to avoid those reminders, but the other thing they tend to do is to seek what’s been called symbolic immortality, that’s that something about me that’s goingto live beyond me. So it must be, you know, my name or my values or my my family, and we tend to focus on those things mohr when we’re reminded of our of our own mortality. And so this links in with this old psychological research from for many years ago that talks about people’s desire for symbolic immortality, and it’s actually a form of to use another technical term, a form of autobiographical heroism where we wantto see ourselves as being a significant our lives is being meaningful. And so this, uh, psychological theory fits with what we’re seeing in the scanner, in the sense that people are engaging in this kind of autobiographical thinking when they’re making this kind of you did a very good job there of keeping yourself out of jargon jail by defining that very hard to do, but okay on dh this has some implications for recognition of gift, which will get recognition of gift by will, which will get through this thiss idea of immortality i have to send live listener love got tons of listeners today, it’s incredible! I’m going to recognize first. Seoul korea live listener loves seoul, korea my guest, russell james has consulted with your government as they were trying teo create plan giving legislation. Also in asia, we got tokyo and asahi, japan, and a masked listener in china. I don’t know there’s some kind of furtive activity or it’s blocked by someone else but got a mask listener in china here in the u s spearfish, south dakota. I love that welcome spearfish. You’re not you’re you’re hunting there, but you’re but you’re only hunting fish on dno. No big arms, i guess. Alexandria, louisiana, new bern, north carolina live listener love to all of you in asia and here in the u, s and there’s more to come. Um, visualized autobiography now. So this is russell. This is the way we were perceiving ourselves. This is not this is not rational, right? But this is our our our own self image of ourselves. Well, self image, the difference in an inactive activation here was not taking place in the in the number crunching part of the brain thing wasn’t the purely rational prefrontal cortex this is mme or the you know, the the imagery on the scene oneself and sort of your your own life story or or autobiography, you know, finding some support for some of this earlier research in psychology about people being reminded of their own death kind of lends support to certain results that we see in certain strategies that we see if somebody is pursuing consciously or unconsciously symbolic immortality as part of their estate planning problem that’s, symbolic and what i’d like to be symbolically immortal. Well, i would like to be a very good well, you know, let me tell you about some plan giving opportunities. They’re over there at texas tech and the graduate certificate and channel financial planning to wear. When we look at charities that receive a larger share of their income from the quest sources. Often times, you’ll see charities such as universities that are expected to be around for a very long time, especially giving things like a, uh, an endowed fellowship for a scholarship that that we expect to live on beyond us. And it may be one of the reasons why these organizations or other organizations focused on saving lives, whether finding new cures for for new diseases or other kinds of lifesaving approaches can sometimes be particularly attractive, and if you compare that to other organizations that don’t necessarily focus on raising funds for something that’s going to be permanent, but rather raising funds for something they’re going to do right now and spend right now that’s very attractive for current gifts, but it may not be particularly psychologically attractive force st gifts, because we don’t really want something that’s. Just all of the money is going to be used for a big bang immediately after we die. We’d rather have something that is going to last a long time that maybe our grandkids could come and and say, oh, yes, that’s something that my grandfather set up and still here today. But organizations that might have a more current mission could certainly create a fund or an endowment. Or maybe, ah, part of their mission, that is. Something that’s going to be that is everlasting exactly, and what i would encourage because i know there’s always a tension in those organizations if you set up something that’s permanent, those air funds that you can only use the interest off of, for example, endowment that income off. So what i would suggest is setting up these kinds of permanent giving opportunities exclusively for the quest donors on say, you know you can set up a permanent endowment, you nose let’s say it’s, an animal charity, a permanent endowment that will support, you know, one or two are five animals of whatever the interest of the charity is forever, but that this gift is on ly through request e-giving so you don’t have to worry about cannibalizing your current giving, but yet you give those kind of permanent opportunities that are more psychologically attractive when it comes to charitable bequests. Decisionmaking. Okay, i want to remind listeners. Russell james is an attorney, phd and his associate professor at texas tech university, where he supervises thie graduate certificate in charitable financial planning, and you’ll find information about that at encourage generosity dot com is there also, then the concern russell by the way, do people ever call you james russell? People mess that up all the time. I notice i have not done it once. I’m being scrupulous about not calling you james. I don’t get that with, you know, my name’s, it’s, not generally, not a problem, very black, but i will not. I’m being very careful not to make that mistake with you. Do do smaller organizations now, you think have have a little a bit of a challenge over larger, well established institutions that have been around for decades and generations? Yes, certainly, i think that’s a much bigger challenge when it comes to raising the quest dollars as opposed to raising current dollars, especially if we’ve got this connection where we want something that’s going to last a long time, then we sort of have to overcome that barrier if i’m not even sure the organization itself is going to last a long time. There are some ways to overcome that, though. I mean, you could certainly set up permanent endowments that were, you know, managed by a large corporate trust or bank or something like that so that you could give that that feeling, that sense of permanence that would be there regardless of the sea organization but it’s definitely a barrier. The other thing, though, is that people don’t necessarily have to be attached to a particular organization. They may be attached to a cause and it’s just a matter of finding those people who have that life story connection where it is attached to a cause, if that’s the same cause of your organization on dh trying to make that connection with the life story. And so how would a smaller or newer charity go about doing that? How do you make that connection with the with the person’s life story, based on what you’ve learned? Well, there’s, a couple of different ways to do it. One is obviously if you just know your donors and you know, those those connections and those stories, the other is to remind people of those possibilities by telling stories that give them examples, you know, telling the story about a person who has supported a particular cause been involved with the particular cause and ideally, if you have an example, this may be only for a little bit older organizations. But if you have an example of someone who has left money in a bequest that you could talk about how that person is still having an impact today, even though they passed away a number of talking about the deceased request donor zach plea because that’s that’s, the thing that’s really attractive is if i see that example, not only is an example to me in my behaviour, but it’s a signal that says, hey, these people are still being remembered, they’re still being talked about, and they’re still making an impact and that’s the real message that i think we want to get across. That’s, that’s, symbolic immortality, exactly, and that’s different than what we typically see, which is here’s a story about current donors who have made a plan now that’s fine, but that’s not the same thing as showing that we recognize people who are deceased in there, sir. Still having an impact because that’s, where we get that real example of the symbolic immortality. Excellent, i think that’s really that’s very concrete, valuable advice um, there’s also, you have some advice around recognition based on a person’s longevity of giving, irrespective of of the size of the gift. Certainly so if you think about the goal here, the goal is to make it obvious to the person that putting your organization in their state plan fits with their autobiography. It fits with their life story. So one of the ways that we can remind them of how much they fit their life story fits in with the organization is to consider giving recognition to people, not just for how much they gave this year, but recognition to people for their longevity and giving, especially your older donors who, you know, maybe financially, they have a lot of assets, but not a lot of income, and so they’re not giving us much currently, but recognize them for, you know, reaching a five year club, ten year club, twenty year club, you might even consider recognizing them for their lifetime, giving that this is some amount that you’ve given throughout the line throughout your life and the purpose there, you know, certainly if you’re recognizing him for longevity, that has a nice side benefit on current giving that, you know, you want to keep the street going, of course, but it also is a way of saying, you know, it’s, just like, you know, you get one of these credit cards, and it says members sense, you know what if i’ve got that member since nineteen seventy eight will you know, i’m going to stick with this organization because it’s, just part of who i am, you know, part of my my my autobiography in a sense well, i think charity’s aaron a much stronger place to be. Able to do that if they just remind people, you know, look at how long we’ve been together that that kind of idea, where it makes it clear that the organization that the cause is part of their life story and that that makes it fit in very well when they’re deciding which beneficiaries to use in an estate plan, excellent listeners, i hope you’re taking notes or you’re gonna have to go back and listen to this podcast again. Here i thought, russell james, you know, i figured academic is going to be stuffy, nothing is and nothing is going to apply it’s all going to be a theory, a land, and but we’ll have him on anyway. You know? I’ll make fun of him and things like that, but no, i mean the value, the advice is really valuable. No, i knew this is this is really valuable advice for forgetting bequests. And russell. I never thought you were stuffy. I’m just getting well, i can be if you want me to. Because i also presented academic conference. Yeah, no, i know i left that out of your bio now. No, no, we don’t we don’t want that. Don’t turn. Don’t start turning that on. Keep keep the charming side. All right, so also that this this idea that the organization is going to live beyond me, i know you touched on this a little bit, and i just want to i just wantto see if you have any more advice around how we can get people to recognise that this organization will will live beyond you when when they’re sort of a new organization, we just have about a minute left. Well, one thing to consider is this if we look at the strongest competition and our field for those charitable request dollars, the absolute strongest competition comes from private family foundations, and they’re psychologically very attractive because they have your name on it. They follow your rules, and they could live forever. But keep in mind these very attractive organizations are also new organizations. They’re ones that people create essentially for themselves. So it is possible to set up a scenario where you could emphasize that this fund, for example, is a permanent fund. And, you know, if you feel so compelled, you could even indicate that it’s administered by a, you know, by some other financial institutions or entity. Yet if you if you need to do that, but understand that is the gap. It is easier for a long time organizations, but there’s, some strategies that you can do, which will try teo bridge that gap a bit absolutely excellent. James russell no russell james on attorney, phd, professor at texas tech university and supervises the program and graduate certificate in charitable financial planning at texas tech, and you’ll find that at encouraged generosity. Dot com russell, thank you so much for being a guest. Thanks for having been my pleasure. Thank you, and right now we take a break when we return. It’s, tony’s, take two and then scott koegler, our regular tech contributors with me, with me for donordigital baste dungeon, and i hope you will be too co-branding dick, dick, tooting the good ending, you’re listening to the talking alternate network, waiting to get me thinking. Nothing. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! You’re listening to the talking alternative network. Duitz if you have big ideas and an average budget, tune into the way above average. Tony martin. Any non-profit radio ideo. I’m jonah helper from next-gen charity. Welcome back, it’s, time for tony’s take two at roughly thirty two minutes into the hour. My block this week is charity registration matters. Part of my consulting work is doing charity registration, four charities that don’t want to do it themselves. This is registering in every state where you are soliciting donations so it could be a texas charity, and they may be sending email to wisconsin and paper us mail to pennsylvania and that texas charity needs to be registered in wisconsin and pennsylvania. I do that work, and i also wrote a book for charities that want to do it themselves and my block this week is just reminding charities that it’s important teo be in compliance for three reasons you could be embarrassed. There have been charities that are become public and in the headlines. Um for their failure to comply and have a couple examples on the block. Your board members are at risk because their fiduciary steer charity and if you’re not following laws, there’s potential for personal liability, actually among your board members and the irs inquires the year your annual form nine ninety has a couple of questions that i ask about your compliance with thes state laws and that’s a lot. My blogged the post is called charity registration matters. My block is that tony martignetti dot com and that is tony’s take two for friday, november thirtieth, the forty ninth show of the year. Oh, what a pleasure to welcome back scott koegler he’s, the editor of non-profit technology news, which you’ll find it n p tech news dot com he’s, our regular tech contributor. You can follow him on twitter at scott koegler konigstein and i saw today. Scott, you have a beautiful about paige at about dot com you’re in a desert scene there. Looks like you climbed a desert mountain or something. Is that is that photo shopped? That was actually in phoenix a couple years ago. Okay, it was i did. I did perform some photo shop on it, but nothing that you could notice. Hopefully. Really? Well, it looks very noticeable to me. Were you actually in that setting? Where? The photo that the photo purports tohave one that was sitting on that rock you were? I extracted the cactus songs, though, so that they wouldn’t show. Okay. Oh, i see. All right, they were stuck in your leg? Is that why? Okay, we’re talking this month about donordigital baste dungeon there’s a lot of sensitive data in people’s databases isn’t there there is and it’s one of those things that i think i think everybody kind of knows about it, but i think also that it’s it’s also something that is typically beyond the the the understanding of most folks who are engaged in managing a non-profit i mean, it’s pretty technical stuff, you know? Well, you’re going to break it down because you’re a former officers ceo, right? You’re a former chief information off, you’re going to break this down information off, okay, so we’re goingto this maybe typically outside people’s can, but we’re going to get it within their ken great, but what’s in their first of all what we need to be concerned about what kinds of data first? Well, typically it it could be any data. But the most sensitive, of course, is the information about your donors on a sensitive for a whole bunch of reasons one is you really don’t want that information being spread around, too, although we’re all friendly within the non-profit community let’s, face it. Everybody’s competing for the same funds. So you really don’t want that whole list of donors and their history, uh, kind of spread around to somebody else who may be able to make them, you know, make a better appeals, right? Right. So just just just not letting you get out of the bag the names, right? But then you might have ah, dates of birth. You most likely have addresses. Credit card. What? Right? I mean, well, sure, but right now i’m talking about just the competitive nature, but okay, okay. I’m getting getting someone’s eso security number, which i think typically is not part of a donor database, but definitely credit card information. A cz you said, probably date of birth. Certainly addresses. And those kind of things are pretty sensitive. Um, well, i just moved to south carolina, and just before i moved here. Thank goodness they had a break in of the south carolina, um, business and resident database. And there were literally millions of so security numbers and names. I just sucked out of the database and people around the world, man. Now, imagine if that was new york that that would actually have value. Terrible, right? But in north and south korea in south carolina, no that’s, terrible money, there’s. Nobody listening. I don’t think live listener loved, but nobody in south carolina today, so but i will send live. Loved out tio reston, virginia, forest hills, new york where i used to live. I used to live in a hundred street sixty seven thing i used to write. Buy-in forest hills high school and brooklyn, new york all right, we got some local of local live. Listen, love no. Alright that’s. A terrible new yorker joke. I’m sorry, south carolina. I apologized. No it’s critical. So so that’s that’s pretty embarrassing to the government to the state of the government. What they found out wass that if they had installed a twenty five thousand dollars update to their database, they would have they would have prevented the whole thing which cost them something like forty million dollars. Zoho and isn’t the security doesn’t cost anything it’s relative cost and the damage to your reputation and, you know not to mention the damage to your to your constituents. Financial, no stability and abilities, right? Identity theft is a huge issue. Okay, you haven’t ordered that one of the okay on, we’re going to talk through it. You have an article on this subject at p tech news. Dot com let’s talk about something that i’m not sure you can prevent this one, though inappropriate use right by people who are authorized to access data, right? Did you know tony? And you probably didn’t know this because you’re smart guy, that’s, ziga risk the security is not from outside the the organization, but from inside. Well, i can’t say i knew it, but it sounds intuitive because if somebody’s going to do bad acts, you can’t prevent that all the policies and all the procedures, if somebody wants to get around them and they ran inside are already they’re going, they’re going to do it right, right, it’s pretty easy to do. You put a thumb drive in your computer and you copy it out and there you go. Yeah, typically nobody knows who or what happened. Yeah, there are, by the way, uh, software and systems operating systems like windows. Mac. Um, i got tools that can that can actually prevent that. But again, you have to know about it. You have to know. Think about it, then you have to actually install it. Monitor so it’s not a story simple, but the point is that yes, it’s really possible and happens all the time that somebody within the organization absconds with your data and something they shouldn’t. Yeah, that seems like the toughest one because, like i said, if somebody really wants to get it and they’re inside already, i think they will what’s the physical damage is next what’s your concern that well, you know, physical damages is basically if your computer dies or if your hard drive, uh, you know, fails and he didn’t have been appropriate back-up of your data and again that’s one of those things that just happens all the time and people don’t really think too much about it. Everybody thinks about back-up, you know, you get a computer and set up your back-up hopefully, but unless it’s a an automatic function, unless you’re monitoring it and unless you actually test e-giving bringing your back-up data back from the world story asked the retrieval, right? Yeah, you never know if it really works and you know, the day comes when you really need it, you try it. For the very first time ever. And guess what, probably a thirty percent chance that it’s not gonna work, okay? And that and the back-up shouldn’t only be local shouldn’t only be in your office or even in your in your town. Geever right, absolutely should be. You should have in addition to your local back-up you should have offset back-up, and that could be if it’s physical you can have courier service, pick up a a thumb drive or or a hard drive or wherever and physically carry it off site, and they’re also more and more online back-up services that you simply connect to over the internet cloud, right when you and i have talked a lot about the cloud we have right sabat besides that, a lot of databases now are actually stored in the cloud, so you may not actually have a copy of it anywhere physically within your facility. Okay, so wait be sure you know where it is and where the copies are that you are able to get it back when one and if you need it, something that struck me as interesting you. The article talked about sql so well, i’ll give you a break and i’ll bring it up so you can avoid jargon. Jail? Explain what we’ll explain what sql is. Do you know what? I hope you know what sql stands for? I looked it up. Well, actually, it’s irrelevant, you know, it’s. Very relevant. Weary language structured clear language. Yes. Don’t say it’s irrelevant when you don’t know it’s and it’s enormously relevant. Oh, no, i do know, but the okay. All right. Well, it’s, what? Really right? See, what it stands for is the only thing i know about it that’s all i know that’s. So i’m trying to show off. That’s. The only thing is all i know is what the initials with the abbreviation stands for. Okay, what does west culwell metoo tony martignetti okay. Donordigital base. Which hopefully, in sum of money, what you’re actually doing is your you’re performing a sql query. You’re asking the database to find specific information and that, like that query language. You know something and actually in english, it says find data, like, quote tony martignetti in database a, b c that’s. How actually looks like. But those queries can do a lot of things besides find they can actually delete data. They can change day there, they can move data. And so i could perform equity that says, find all records that include tony martignetti and delete them. Okay, that’s so and there’s all kinds of other things. But you but how would somebody who doesn’t have access to the database this is an outsider now, right? How would somebody who doesn’t have access to the database execute thes sql queries? Well, that’s, that’s what hackers do they find vulnerable spots in certain systems on they just do it. Sometimes they just do it because they’re mean and nasty. And sometimes they do it because they want to move your data from where you have it to where they want it. All right, so so it can’t happen, but it’s basically can it comes up with the under the domain of hacking? Okay, i see you don’t visit, right? It’s, not just inside. I think i think to be more damage done to a database if the if the command was to add tony martignetti, that was probably more create more. That would be much more destructive. What we have just like a minute before before break. Or so ok, you have another interesting one inference. This was logical but interesting what’s what’s inference about in front er, otherwise known as social engineering. If i want to find had the president of a company, i’ll call in to just pick up a phone, call the front desk and say what’s the name of the president company and they’ll give it to me and then i can ask for not in the same phone call, okay, right, separate call or other information and over twenty calls, i’ll get everything that i want. Okay, so each individual bit is innocuous, but you put them all together some nefarious actor is doing, and you can have some really private information, right? Right. And it’s pretty easy to come by surprisingly, yeah, ok, well, yeah, because each little pieces is innocent. Okay, we’re going to take a break, and when we come back, scott and i will keep talking about how to keep your your database dungeon secure. You’re listening to the talking alternative network. Duitz lorts oppcoll are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people, better business people. Dahna have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Welcome back to big non-profit ideas for the other ninety five percent. All right, scott koegler we’ve laid out these problems and there’s even more in your article. Att n p tech news. Dot com what are some ways toe? Get around and prevent to really prevent these these problems? It really is tough, tony, because there are so many ways that things could go wrong. So the biggest, biggest thing to do is to make sure that you’re paying attention. Uh, number one, i know where your data is and know that it’s backed up half the fact that you have, uh, valid back-up so you can restore check? Uh, check your employees and your your people that are working and have access to the data. You really may not be able to actually prevent it, but no, i just talked to them about how sensitive this is. Be sure that anybody who has access to get to the data has not disclosure. Uh, language in whatever document signed with them, it won’t protect you won’t actually keep them from doing it. But for a lot of people, it may be enough of a, uh just a warning for them toe not go there. It just makes it a little bit tougher. Okay, what about having different access levels? Certainly. And fortunately, most of the applications that are for sale today for non-profits i already have those kind of things. So you have? Ah, user who is able to look up information and possibly key and donations, but they probably don’t have the ability to look into personal histories. They have the ability to delete records, those kind of things. So for the most part, what kind of function is is built into software that amount profits will will buy in order to run their operations. Okay, um, when? When you do buy software, aren’t there sort of default administrative ieds that hackers might be ableto exploit? Uh, yes. Absolutely. Good points a little about that. Would you please? Sure every application comes with the typically it’s the admin or administrator password with password? Password? Uh, absolute first thing you want to change that, uh, you may want to. If you’re actually in charge of setting it up, you may want to remove that that user after you’ve already set up a different one and also check the list. Of existing user accounts because sometimes there may be some in there that air again set up by default. Good remove any that you you don’t know what they are, you can do that also just kind of during your and during the course of using the system, check the usual to see who’s in there. You may have somebody who was registered inappropriately, either by accident or on purpose. They may have found some way to get into the system and register a high level access the count. There really shouldn’t be there. And the best thing to do is just either restrictor access or just delete them. If they are actually somebody that you want in there, go call you up and say, hey, what happened? And if they’re not good, okay, former employees to write, you might have old account old ieds for former employees, certainly, and that should be covered under the hr policies. And i know a lot of small organizations don’t actually have hr policies that goes along with the non disclosure agreement. The sooner someone is charlyne ated, actually, before they walk out the door before you terminate them, you should remove access. To any of the information that you hold right? Okay, so before you actually have the meeting where they’re ended, where they’re terminated, you wantto cut off their access so that they don’t go back to their office and do something mean, sure, because one of their going to do the most right after the meeting, not before yeah, okay, okay, now, i mean, it sounds underhanded, but its protection, i mean, it’s just basic risk management, okay, what about is this much of a deterrence? If if users know that all they’re i don’t know, maybe a keystroke, logging or all their activity with the databases being logged, is that a deterrent? Um, you know, it’s a return for somebody who thinks that they will be held accountable for somebody who who believed that they could get away with it, they don’t care. So it really comes right down to how trustworthy, ru employees and, you know, what kind of people do you have volunteering? And, um, yeah, it’s tough, and i’m not sure that those kind of things are are effective, but it’s, you know, it’s one of those things that also probably couldn’t hurt, right? Yeah, okay. I mean, it will keep the honest people from crossing the line, right? Like putting a lock on the glass door. Okay, okay, um, the thing i was thinking about is maybe this sort of suggests that doing background checks on employees is valuable. I know their their charities that object to doing that, but this is sort of suggesting that knowing the background of a potential employees could be could be helpful. Absolutely. And i think it depends on what’s at risk if you’re a small charity that, you know, has limited resources and limited funds. And, um and you know what, you’re actually what they’re actually what they have, that risk may not be all that much, and i don’t mean to say that you know, that there’s little at risk, but you made you may not really care about doing background checks, but if you’re a respected organization, i think anyone who is coming to volunteer there appreciates that kind of thing. Scott, we have to leave it. We have to leave it there. You can go. Thank you very much. You can follow him on twitter he’s at scott koegler. And that happens to be his name to another coincidence and he’s, the editor of non-profit technology news scott, thanks so much. Thanks my pleasure. Next week i’ll have one of my interviews from bb con, which was the blackbaud conference i was at about two months ago or so, and also maria simple will be back she’s, the prospect finder, our prospect research contributor. And she’ll be back with maria’s top ten the sights she uses most in her work she’s, our doi and of dirt cheap and free. So you know that you’re not gonna have to spend a lot of money to follow her advice today. There’s a new fund-raising fundamentals, which is my chronicle of philanthropy podcast its new out today the topic is year end fund-raising tips you’ll find it on the chronicle of philanthropy website. You’ll find it on itunes and again. It’s called fund-raising fundamentals. You can listen non-profit radio live our archive. Our archive is on itunes at non-profit radio dot net. From there you can subscribe and listen on the device of your choice at your leisure, wishing you good luck the way performers do around the world were still in czech republic and slovakia zoho mv us. Islam vous break a neck, so i wish you for the week. Islam vous. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer, shows social media is by regina walton of organic social media, and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Last minute live listener love out to mexico city, mexico. Thanks for joining us from there, and i hope that all of you will be with me next week at talking alternative dot com. You’ll listen on next friday, one to two p, m eastern. You didn’t think to get ending. You’re listening to the talking alternate network. Get him. Take it cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream. Our show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com we look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect no more it’s time for action. Join me, larry. Shock a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry sharp, your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com everytime was a great place to visit for both entertainment and education listening tuesday. Nights nine to eleven. It will make you smarter. Talking dot com. Hyre

Nonprofit Radio for October 26, 2012: A Conversation With Jana Eggers & GPS: Global Positioning Scott

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Jana Eggers and I at bbcon 2012
Jana Eggers: A Conversation With Jana Eggers

She’s the senior vice president of products and marketing for Blackbaud. At their bbcon conference earlier this month we talked about what’s coming in the nonprofit technology market; special considerations for purchasing technology; and leadership lessons she’s learned from being a triathlete.

 

 

Scott Koegler
Scott Koegler: GPS: Global Positioning Scott

Scott Koegler is the editor of Nonprofit Technology News and our technology contributor. This month we’re talking about location based services that use the GPS technology in your smart phone. Foursquare, Instagram, Yelp and Facebook Places are sites that you can learn from, or partner with, to get to know your donors and volunteers better.

 
 


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I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent it’s october twenty sixth i’m your aptly named host. Oh, i very much hope you were with me last week. I would feel terrible if i heard that you missed leadership normal sanski, consultant and co editor of you and your non-profit shared his advice on non-profit leadership remember his premise. Everything starts with leadership and linked in news. Maria simple, the prospect finder and our prospect research contributor, had two new offerings from lincoln board connect to help you find the right people to serve as board members and reasons to call revealed touchpoint ce for making contact with the people you want to talk to this week, a conversation with janet eggers she’s, the senior vice president of products and marketing for blackbaud at their bb con conference earlier this month, we talked about what’s coming in the non-profit technology market, special considerations for purchasing technology and leadership lessons that she’s learned from being a triathlete. Also gps global positioning. Scott scott koegler is the editor of non-profit technology news and you know this he’s, our technology contributor this month, we’re talking about location based services that use the gps technology in your smartphone. Four square, instagram, yelp and facebook places or sites that you can learn from, or partner with to get to know your donors and volunteers and your other constituents better between the brakes. On between the guests on tony’s, take two. I’ll clear up the confusion that i created over last week’s tony’s, take two and my block post. If you’re on twitter while you’re listening, use hashtag non-profit radio to join the conversation with us. Now we take a break, and when we return, i have a pre recorded conversation with janet eggers. Stay with me, co-branding dick, dick tooting, getting ding, ding, ding ding, you’re listening to the talking alternative network e-giving. Nothing. Good joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brayden will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve, save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot order or a nj dot net. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family, court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever. Join us every monday, starting september tenth at ten a m on talking alternative dot com. You’re listening to the talking alternative network. Now i have a pre recorded interview with janet eggers at from blackbaud at their bb con conference earlier this month and here’s that interview welcome to tony martignetti non-profit radio coverage of peopie khan twenty twelve blackbaud conference we’re outside washington d c with me now is janna eggers. Janna is senior vice president of products and marketing for blackbaud janet, thanks for taking time during a very busy day. Tonny think for you you for coming here joining us. Oh, it’s, a big pleasure hope that i hope will be with you again next year. We’re already talking with melanie about perfect dahna you did the keynote. So why don’t you introduce? Listeners were going be listening after the conference, tio what? They should look forward, what they missed and what they might look forward to in twenty thirteen so what i talked about is our product, vision and what we accomplished in the last year, so big things that we brought to our customer base is the razor’s edge mobile application, which is very exciting so people can access their razor’s edge data on their mobile phone, which is big. We have about thirteen thousand razors edge customers so that’s ah, nice application that by the way, they got for free a cz part of their regular maintenance. And so that was our biggest announcement. But we have mobile all across mobile is a big theme for us in this past year and delivered across a lot of our costs. A lot of our platforms. Actually, most of them had some kind of mobile update s so people could access or provide websites, for example, for the non-profits could and we talked about updates to our blackbaud cr m product to our illuminate sierra prada. Ls you’re now on twenty martignetti non-profit radio. We have drug in jail. Sorry, i hate to put the one of senior vps drug jealous. You have a busy day today for listeners who may not know c r m is well for the general markets it’s usually called customer relationship management for non-profit we talk about it is constituent relationship management guest on the show talking about c r m some cloud applications, including blackbaud, but just for listeners who might not have heard those shows since your relationship. Now you spend a lot of time thinking about technology and obviously it’s used for charities. What do you see? The future of what what’s coming for charities around technology generally soon there’s one of the more things change, the more they stay the same. It’s so we’re always dealing with new things and technology. We have a lot going on, obviously with social mentioned mobile and the push there people have just started is adjusting teo email and now you got email on a smaller device with with embedded video invented video which we couldn’t even do a couple of years ago, right? So there’s a lot of that changing however video has been around for a while, so now you have to think about well, great, we have a lot of video product, we have video content which is exciting and does tell there i’m story even more then you used to be able to people had to read the tax. Now they get to see it and see what’s happening with their mission. So it’s really rich content now how do you adjust it to a new format and what’s great is with tablets were getting away. From the tiny little handheld or in the tablets, at least are this big so you could do a lot more with the media there. You’re talking to someone who still has an iphone three g s? Look, i skipped the four. I didn’t get an ipad, but i’m gonna buy a five so some of us are still in the well. I guess the dark ages were only three years ago, two and a half, three years ago. But yes, because the contents getting richer, the devices are getting hyre hyre resolution, right? Exactly. Zero ur videos now even either either bigger phone or tablet. And the iphone three is still a great phone. I know it when you compare can compare that to you know, the audiovox that i had not even ten years ago. I was like a brick. Exactly. Start to build the side of a building. Dahna that’s it now you are a triathlete on iron man. So remind people now i know that it’s a, uh it’s a swim on a bike in a run tell people what the distances are for each of those is pretty impressive. I have to bring that up. Because they talk about that and leadership, the two point four miles with them it’s, one hundred twelve mile bike ride and it’s a marathon, which is a twenty six point, two mile run. And you could take a nap in between those three. I mean, you could do that, but you may not finish in the seventeen hours that you have to finish it. So you have seventeen hours from seven in the morning until midnight. Tio how many thieves are also called iron man? Iron man is a brand and so that’s an iron in iron distance and they’ve branded it iron man let’s stick with generic triathlete triathlon how many of those have you done for that iron distance triathlon? I’ve done five. Okay, what’s the feeling between the plate and run you swam. You’ve bites a hundred sixteen miles west one hundred twelve miles you’re about to run twenty six point two miles. What is the feeling? Is your dismounting the bike and thinking, oh, i just have a marathon left? What are you thinking? What is the thought? That more at that transition movement during biking and running? People always ask that because they say yeah, oh, i’m sorry, i’m generic ordinary. Well, actually, you asked it in a different way, i will say, but people always say how can run a marathon after doing that, and that that’s different and what i what i say is you’re at that point, i find the marathon easier to run than just a marathon alone, and i know it sounds strange, but you’re kind of out of your mind at that point, because you’re somewhere between, you know, six and eight hours of working out insurance. Can you know you you can’t really think so. You think, wow, i get to run a marathon. If i can just get off this bike, i’ll go do that. Buy-in but it’s, only because your mind isn’t actually working correctly, okay, so there’s, some euphoria, obviously. Endorphins, air way overload. Okay, talking alternative radio, twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology? No reality, in fact, its ideology over in tow, no more it’s time. Join me, larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower. We’ll discuss what you’re born you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on. What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry. Sure you’re neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s, ivory tower radio dot com e every time i was a great place to visit for both entertainment and education listening tuesday nights nine to eleven it will make you smarter geever hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com yeah. Now you spent a lot of time thinking about leadership in technology. I know you speak of fair man of vision. How do you think you’re a triathlete? Work and preparation discipline involved in that affects your thoughts about leadership? Well, one thing is i get a lot of thinking time that i think other people don’t you know, i go out and go for a loan runs thinking that that’s good thinking time, right? It allows you to take a step back. You don’t have, you know, i don’t have the distraction of the phone or anything else. I have just me out there running and time to think so i do think that’s one thing that just the amount of time actually made the decision to join blackbaud while i was doing iron man wisconsin, well, you were in there not training for you while i was in the event of yeah, yeah, i told mark he said, i’m going to do an iron man this weekend and i’ll make the decision while i’m doing that work is march are dahna our ceo? Yes. Ls it? What about the discipline involved in training and discipline for leadership? You see overlap there? Yeah, i mean, it’s one of those things when you show that you can do that when you prove to yourself what you can do and what you’re capable of, i think you have, um, a little less fear, you know, you feel like a stronger person and that obviously, yeah, i can do that, you’re not you’re not afraid of what could happen, and you know that you can overcome a lot and there’s a lot with leadership that you know, you don’t you can’t control everything, right? That’s the same with iron man, you can’t control everything i can’t. I was doing great the last one that i did was awesome in germany and wei bike, i was having my best swim and bike so excited felt great got off the bike started on the run and a downpour happen and it was freezing and it just completely changed my race and i went from being my best time to thinking i’m not sure we’ll be able to finish and that’s what happens with leadership, right? It’s like everything’s going great and then something that, you know, i can’t control the weather, something happens. That you’re completely another competitors does something. You know, something changes in the industry, and you can’t control it. And soto have that confidence. You know, whatever comes my way, i can. I can handle it, and i can figure it out, and i’ve done it. So courage, perseverance, zone, like what we talked about. Confidence, confidence now you now that leads me tio spread shirt, you were ceo richer in why don’t you acquaint listeners with what spread shirt was then? I’ll follow sure spreads shirt is a customized apparel company, but in particular were a place where people can create their own shirts and sell them. So i kind of think of it as ebay, like people had goods that they were selling on platform, so we were a technology platform. But what would happen is they could create them virtually, and then we would produce them and sell them. So imagine if somebody could go in and, you know, if you understand ebay, you know, somebody could go in and say, well, i have a chair, but i don’t really have it. I just make it created online. Then we would actually produce that, and you could sell it, okay? And then one of the shirts had a madeleine albright about about confidence. You remember that? You know what i’m referring to? Yes, i do, but i can’t remember exactly. Okay. It was something it was be confident, but not it wasn’t cocky but it’s something like cocky. Yeah. It’s be confident. But not sure, you know so it’s something along that lines and the point there is, you know that your you are confident when you could do, but you also have to listen to others, right? You also have to see the different perspective because you don’t know everything and so be confident but not certain what it is. I do this be confident but not certain, yes, and listening is important. Let’s, you know, let’s, talk about some leadership skills, what’s your what’s your advice around listening to the people who are working with you for you, i actually have, you know, one of those signs that looks like a street sign, and it says what people, what people need is a good listening to this is something on your desk. Yes, again, believe good listen, is a good listening to more customers air that way, your employees there that way, you know, make sure that you’re listening to one of the things that i read once that i often times remember is it says, if you’re listening to respond, you’re not listening. Listen to respond. Sure, youre not listening right? Because you’re starting to sit there and think. Okay, well, i’m halfway through what they say, and i’m already thinking about my response, and i miss what they’re really saying, so it’s, this idea that you just sit there and listen and be okay if there’s a pause and be okay with you know, i’m not really sure, but i really want to think about that a little bit more. Let me get back to you or just have the pause there and say, hey, let me think about that for a second, i really want to understand. So if you’re if you’re already starting to process that and change how you’re thinking, um, based on what they’re saying, you’re missing what they’re saying. It reminds me of a scene pulp fiction, oma thurman is talking teo john travolta this actually, this might be an out take. I’m not sure if it made it in the movie, but she asks him she’s interviewing him before he takes her out krauz her husband, his boss is away and she she asked him, do you do you actually talk to people? Or do you wait to talk? You actually listening to people or you waiting to talk and says, i have to admit, i wait to talk, but i’m working on that that’s exactly it’s the same exact thing. So i’m glad i’ll reference full flexion cause that’s cool. Yeah, but i don’t know if it made it so. But i have the outtake dvds. Let’s, talk a little. You know, i like the topic of leadership. You you’re a senior person in blackbaud you’ve been ceo, you were ceo of sweatshirt and you know, what advice do you have for people who are leading, maybe leading small and midsize charity? So, you know, you covered listening, which is really critical. I’d also say i have another t shirt that says facts or good way often forget that we get caught up in the emotion of what’s going on it’s, like i always remember, especially the leader to back-up and think about, well, what facts do i have to support that? Am i leading by emotion, or is it is there really a date if the data behind it so it’s, data’s important and facts are good? Okay, so is there special advice you have for people who are leaders in technology as you are senior vice president, technology and marketing? What about technology of special leadership challenges? Sure, the technology leadership is different from still here. Yeah, it’s still it’s still people and i haven’t i you know, maybe i’m not even that, but i haven’t found technology to be that different. Okay, how about for the small, mid sized charity that’s thinking of purchasing technology’s leader thinking of purchasing technology what’s your advice about what goes into that important decision again? Think of the audience, which is small and midsize charity’s not. I’m talking to the biggest universities or hospitals, but good size but still smaller. Thank you for asking that because it’s really important and i’ll say a couple of things i finally had a good questioning. No, i like several question they’ve heard a million times aboutthe man okay, no, what people don’t prepare for is the change that technology is going to intel. So if you’re just buying a technology and hoping that it’s only going to work the way that you were, you’re losing out, you know, a lot of the technology is built with knowing all of these non-profits right, so our technology, for example, gets the benefit of twenty seven thousand non-profits and so if you’re on ly trying to get it to work exactly the way that you work, you’re going to lose out on the advantages of working with somebody who works with a lot of non-profits and the the best, this is the come along with that, right? So make sure we talk flexibility, but but but still the technology used to support you, but you you need to be able to adapt as well. Is that yeah, that and really think about maybe your processes need to be in place that way, but a lot of times you can modify them not just for the technology, but because there’s a good reason that technology is built that way, not just because it was a limitation of technology. The technology was built that way because it really works well for non-profit right? So being being willing to kind of back up and say, are we just doing this? Because we’ve always done it that way? Are we doing it because there’s really a reason behind it to do it that way? So that’s one thing is that i would always back-up and kind of push ourselves to make sure that we’re not just doing it because that’s what we’re comfortable with now change is good another thing that i’d say is keep up with the technology and by that i mean, a lot of people especially talked about cloud based applications, the technology’s updated for us, right? So we don’t have to go in and choose to read the release notes and all of that it’s just it’s there. So what happens is, is that people stay where they implemented, right? So they just they just use what they know, and they don’t push themselves to go out because they don’t have to go through a big change process to go in and upgrade like we used to have to back in the day. So i would say, really stay current with that technology because there’s a reason, you know, we put this stuff in there because we’re learning from people there’s new things to take advantage of, you know, and you should be using them, and it may be simple things like, you know, query list, if you didn’t learn about query list that we added to the razor’s edge in the last release, well, you’re probably spending more time than you need to in the software and we can make something really much faster for you. So and because you didn’t take that three minutes to read the, you know, release notes or to watch the release video because we do them by video now, as we’re talking about, you know, you’re missing out on thirty minutes a week because you didn’t take that three minutes so people don’t realize, you know, if you want to go back it’s the seven habits sharpening your soul, make sure that you’re sharpening, coming to bb khanna’s away of sharpening your soul, right? And make sure that you’re not trying to solve that tree with that dull blade. Hey, is your going in? You’re learning, you’re saying, and while this is going to be a benefit to my organization, even though it feels like three minutes now and i don’t know what i’m gonna get out of it, you’re going to get something out of it. So you got to take that leap of faith that goes back to leadership does lead leaps of faith, courage, flexibility since your technology provider, they may know something that could help you. And of course you mentioned krauz based, of course. The baby? I’m sorry, blackbaud i’m most familiar with oppcoll bases tapestry, that’s your that’s your offering and we also the razor’s edge is offered in the cloud too. So wei have that as well. So we most of our products are available in a cloud based solution. And some of its are clouds of someone else’s cloud it’s just but to the customer it’s the same thing. Okay, let’s, spend a couple minutes. I’m really interested in what? What is that? Moves you about your work. What? What do you love about intersection of technology? Marketing? That is the leadership. I see them out here. There are customers hyre brandy’s out there laugh and she’s not listening to me that there she is. See that they’re only costa. No, no, no. She’s the one that’s standing right here. So we’ve got yeah, twenty seven thousand organization she’s from one of them. But it’s it’s, people like her that are very, very encouraging and invigorating to work with. You know, some of the folks said, gosh, that was really hard to stand up there in front of all those people at the keynote. Take live questions. You know, why did you do that it’s like i love questions. I want to know what they’re thinking if i’m just standing up there talk and i’m not getting feedback and to me questions or feedback, right? Questions are wow, where you aren’t clear on something and you know all of that. And so you learn from the questions people ask me. I love that whenever i’m in an interview, maybe this is another leadership tip whenever i’m in an interview interview someone for a job i always tell what questions do you have? Right? Because you learn a lot about how somebody’s thinking by their questions and that’s what i get and now we have, you know, this room of twenty, five hundred customers that air here that stopped me in the hallway. That’s why? I was a little late coming to you because i get stopped just in the ten yards from the restaurant by forty for people with questions or comments or feedback, and i get to listen and learn. What do you what do you love that you’re doing for them? What are you hearing that? That they’re thrilled about that helps you wake up every morning? Yeah, well. It’s, you know, one of the customers stood up during the keynote and said, i don’t have a question, i have a compliment. You told us what you were going to do last year and you delivered it, and i just want to say thanks. So when so when the customer sees something like the razor’s edge mobile or the new versions of sierra mar, what we’ve released in illuminate, you know, and they say that, you know, well, here, let me put it another way when the customer stands up and says that’s my feature, and they were part of developing that that’s that’s when you feel really great, great oppcoll we’ll leave it there, all right, jonah and your senior vice president of products marketing blackbaud john, i wanna thank you very much for being a guest on a busy day. Thank you. Thank you. And especially for all the great questions upleaf all of that tony martignetti non-profit radio coverage of pecan twenty twelve were outside washington dc. Thanks very much for joining. Thank you. My thanks to janna eggers and everybody at blackbaud who helped organize my interviews there. Right now we take a break and when we return, tony’s take two. And then scott koegler its gps global positioning. Scott. Talking alternative radio twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot or or a nj dot net. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. You’re listening to the talking alternative network. Buy-in lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio. And i’m ken berger from charity navigator. Welcome back where you been? It’s time now for tony’s. Take two. Last week i said that my blogged would be the modest arm or generous. But it was not the value of a quash sewn my story in the subway. When i gave a hungry man, a bag of pastries was doing very well. And i like that post. So i kept it through last week. But it is true that people of modest means are more generous. They do give a higher percentage of their income. Then the wealthy do we? We definitely have a generation. Sorry, a generosity divide in the us. I just haven’t blogged about it yet, but it still exists. Just cause i don’t write it doesn’t mean it’s not true when i do. When i do block that, i promise you there will be links to articles from the chronicle of philanthropy and an interactive us map. But they have that shows generosity, but i haven’t done it yet. It’s coming this week, i blogged dear housing works thrift shops. I unfortunately had a bad donation experience at one of the housing works thrift shops here in new york city and that story is on my block this week at tony martignetti dot com. I hope you’re probably thoroughly confused between tony stick to and the block, but if you just go to the block, it’ll all sort itself out, and that is tony’s take two for friday, october twenty six, the forty fifth show of the year. Now scott koegler is with me, you know him? He’s, the editor of non-profit technology news, which you’ll find it n p tech news, dot com and he’s our regular monthly technology contributor. Scott koegler welcome back. Thank you, tony. How terrific. How you doing today, scott? I’m doing well, you hang out with me long enough and i’ll name a segment for you. This is gps global positioning. Scott wei, are we’re talking about gps and location based systems? What? What is this about? Well, it’s about, um, being local and, uh, being able to do business wherever you happen to be at the moment or wherever you would like to be gps global positioning services, actually, tony, uh, you know, being used all over the place by mapping systems is being used on cell phones. Very, uh, uh, frequently to just find out. Where you are sometimes it’s for the good, actually most of the time. It’s for the good. Some people also feel kind of, you know, creepy about being tracked. So that’s that’s an issue that we have to talk about? Well, yeah, we will. And i know these these air services, like four square, which i’m pretty active on foursquare i checked in just a few minutes ago. Actually, i checked in a few minutes ago here at the studio on foursquare and for those familiar with four square, this will mean something to you. I stole the mayorship from our producer sam who’s here more often than me, but he doesn’t check in he’s a he’s, a lackluster foursquare member. So he hasn’t been checking in his own studio and i just stole the mayorship. Why don’t you? Why don’t you acquaint people with four square is since i brought it up now four squares is one of the premier where you are kind of applications and it identifies typically businesses. It really isn’t meant for residential or or other places like that. But if you are in a particular location, you you, uh, bring up the app on your smartphone, which could be, i think it runs on almost any smartphone now, uh, it’ll say okay, in this area that you you’re identified within our two or five or two hundred businesses, and you tap on the one that you are frequenting thatyou’re stop that and you can, uh, put you can take a picture, you could make a comment, you can invite your friends to come over and join you, and then it posts that online. And so the geo location thing gps is is really a convenience, because obviously, if you’re in joe’s pizza parlor, you pretty much know that. So theo geo location just kind of helps too find it automatically for you. Okay on dh there are others, like yelp and instagram and facebook places all all these using gps, it seems like almost any half any, uh, smartphone application is embedding gps your location? Well, that’s true, the twitter standard twitter is, too. I mean, you certainly can add your location to twitter if you want to right google plus facebook just say facebook, google goggles is an early example of that and it’s kind of interesting and i know it’s, not a really popular when it’s more of a an information service with google goggles. You know, i haven’t heard of that. Well, you you pretty much need to be using an android device, i think, although it may work on kind of on apple devices to but essentially you take a picture of a place, the building or whatever you happen to want to see, and it matches that picture of that building with the geo location gps. And then it looks for other images of that same building taken by other people, and once it finds it, it says, oh, yeah, in this building, his is tony, because he’s at the studio today, okay? And by the way, do you want teo? You want to talk to you so you click on the button and it will bring up your phone number or your email address or whatever else you’ve provided for us. It’s very interesting application. Yeah, that is called google goggles. Google goggles. It’s. Actually, they were. They caught virtual kind of virtual reality because it’s allowing you to and when you look at the phone that you’re taking the picture with, it overlays the image with what? It knows so it’s very interesting stuff, and i’ve kind of gotten nearly as much popularity as i think it too, right there we go, my pitch, alright google goggles, and so i guess, at the at the most basic level, ah non-profit could have itself listed on these services and have people checking in saying that there, there, there, when, when, when they are exactly and it depends, of course, on the kind of non-profit you you are and the and what it is you’re trying to do if you if you’re a non-profit that has a specific location and you want people to come there and be there, then that’s absolutely one of those things you want to do if you’re a non-profit that really doesn’t have a specific location and instead does events or those kind of things, then you’re probably looking at, um, you know, something more like twitter or facebook where you khun, uh, create a flash mob or something like that, but, uh, you know, we’re here right now come see us, okay? Flash mob jargon jail. You should know better. Scott. Come on, flash mother. You know, tony, you don’t think that’s jargon anymore you’re struggling, all right? You don’t think flash mob all right, maybe you do. Maybe everybody does know. I mean, i know what a flash mob is, but i’m tryingto i’m always looking out for the listeners. Scott, you transgress every once in a while, right? There could be somebody listening but doesn’t know a flash mob. Okay, i insist the flash mob is a gathering of people that have not prearranged to be in any particular place but have heard about it through some kind of a general social media, like a twitter and decided hey, let’s, go there right now. And so you may get, you know, two people or you may get ten thousand people you really never know. Of course, if you have a, uh, if you have some kind of celebrity in a particular place, you know, it’s the draw, right? Yes. Ok. You know, come see me with mick jagger. Whatever. You probably get a couple people to show up with that, of course, when they find out he’s, not really with me. Well, you you would never be a disappointment, scott. People still be just a few will be equally thrilled to. See you. I got the moves, jack. Alright, so okay, so what? The most basic level you could you could on its easy to add an application. I mean, is it at a location i know on foursquare because i’ve been i’ve tried to check in some places for the sixth was probably more like a year that i’ve been on it, and the place isn’t listed so it’s easy to add so a charity could easily add itself on a four square and probably the others are easy too, but be going beyond that beyond just having your your location listed. What what what’s the value of these location based systems for charity? Well, with any of these, and not just location based applications, but with any social media or really any website or anything that that the business or non-profits going to do the whole thing is being able to get people more involved with what you’re doing and to associate more closely with you cause so this is one of those things that is healthy, at least the possibility of doing because hopefully you’re doing something interesting and you’re in a particular location that’s interesting, and you’re bringing people together so they associate with each other, and so that popularity kind of grows. So the location based aspect of it is, is one part was definitely not the whole deal. No, right. Okay, so, for instance, i see i see promotions once in a while, when i check in somewhere there’s, a there’s, a restaurant and bar in the city. On the fifth, check in, you gotta free free, free beer, free tap. We got that in the first day, right? Um, so so it could be something like that. I mean, you could offer a promotion, right? Right? A free t shirt. You know, one of the examples that i saw was if you have a corporate sponsorship for your non-profit corporate sponsor could add an additional award for some number of check ins that, uh, that anyone might make, so that gives the visitor on additional incentives to make a contribution, even though they don’t actually have to put out the cash. Right? Okay. And we should just make it clear to listeners that the zsystems routinely track how many times you check in, like mine. My it knew that i was the fifth. There was the fifth check in at this place called in manhattan called the beer authority. It’s right near port authority, the authority so it knew it was my fifth checkin that said free beer, but i was there for lunch and the client, so i couldn’t take advantage of it. Now i don’t get not one for another total. My tenth check in so it’s zumbi inducement to keep checking in and you could have something like that for your charity as well, like volunteers who are regularly coming could be a free lunch or maybe a t shirt, something like that, right? Right? And some volunteer organizations have karma points, so they don’t actually reward you with dollars this early, but, you know, you get to be a head honchos on a a good guy associating with non-profit okay, well, karma is much more valuable than a deceased good karma is much more valuable than than my my pinto free beer, you know, so pretend they don’t. But what did you say? Depends on the day ends up. Okay, well, karma’s goto older he’s okay, what beers? Beers don’t help don’t hurt. All right, let’s. See what? S so there are some downsides to to using these. We’re talking about the advantages, and we’ll talk about some of the pros too. But but privacy you mentioned your privacy is one of those things. One one positioning systems and gps on smartphones first started to come out. There was a whole lot of discussion about, you know who knows where i am and what are they doing with the information? And how? How do i control whether this is being i used to look? At, um, for better or worse, just like most of the social media scares, those kind of things are pretty much faded away for the majority of people. Uh, and if you’re if you decided that you want to use the gps services, it’s, just part of the deal, you are just one of those, you know, it’s, just one of those things you put up with, like it or not, right on dh haven’t said that there still is a relatively, very small percentage of people who actually make use of these kind of things. Yeah, the online, the online folks there’s low penetration in that in that population of people who are active online, right? Exactly. Okay, okay, but yeah, i mean, these are things you don’t have to do it. You don’t have to reveal to people where you are every every time you stopped somewhere, but you might decide that you’re gonna have some fun with it right now, okay? And that comes to the kind of the next issue, and we already talked about several of the deal location applications. So, like any other set of applications, which ones to use? Because you know you may use four square today, but you may want moving social you may want. You may also be using twitter or whatever. And so now you have a dozen of these location sensitive applications that are not only tracking you, but somehow incentive for you to check in or log on our see who from group, where your friends are, right? So they can get to be a lot, especially if you go somewhere lunch and, oh, i need to check in. Well, i need to check in with all ten of you applications looking so what’s left. For once, your friend has left and you’re free. Beer is warm and it’s time to get back to the office. All right, we have to take a break, and when we return, of course, gps scott will will stay with us. Told you. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. 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Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Welcome back. We’re with global positioning, scott, and we’re talking about these location based systems and their potential value for you. And of course, you know the thing we were just finishing with before the break was scott, i mean, you don’t have to do these, you could do just one, you know, it’s, like any social media, you choose the the amount of time that you feel you have and the level of your interest on dh what your goals are for your for your charity, right? Exactly. And, you know, one of the things i was thinking about is, uh, in terms of how it’s, how non-profits come use this? I think it’s particularly helpful with the events, you know, we talked earlier about my misuse of the word flash mob, but i think that that’s, uh, it’s kind of in line with an event, uh, kind of a connection so that you can publicize your event through the website through email through whatever other venues you used to connect with your constituents, but it wouldn’t help it wouldn’t hurt to have some kind of geo location system that says, our event is now and it’s here and you should be here if you need directions on how to get here. Click this button here that brings up the mapping application. Yes. Directions. So all those kind of things are kind of part and parcel of location. You know, directions were certainly part of that. Your article at n p tech news dot com has some interesting examples about how charity’s air using thes these systems. One of them you mentioned the karma points, which is terrific for volunteers wanted to share another the royalty thing you mentioned, you know, get stop in five times and get a prize. That’s certainly one of the things that goes along with the karma points, but i really depends almost entirely on what your mission in your non-profit is, uh so that that that’s definitely one of those things stop in x number of times. Stop by check in the other thing that goes along with that is the social media announcement. So not only do you want to check in because it’s a good thing to do, but you also want to encourage visitors to tell their friends that they’re they’re right. Well, that’s andi had said earlier these chickens are often shared through all the other social sites, so people are sharing with their friends that their at an event are there volunteering for you or they’re at a board meeting or whatever it is. They’re all their friends on all the other difference. All the other social sites where they’re sharing their check ins are learning how close you are to this organization, right, and particularly like four square, for example, has an automatic post for twitter and facebook, and of course, you could turn that on or off. Uh, actually, i’m kind of disappointed that they haven’t expanded beyond just those two social media to whatever google plus or any of the others. But and as you start to look at some of these, uh, gps application, gps enabled applications, it isn’t always necessary that you create a particular application for your non-profit it’s, it’s really not a bad thing to use? Just pick on foursquare? Yeah, not a bad thing to use them because they already have the infrastructure that already has a member base. It’s it’s a fairly good possibility that many of your constituents are already signed up with them and it’s easy for them then to find that it’s easier it’s easy for you to invite them if you if there’s a non-profit you have a email list, uh, worry twitter list of your constituents, you can go into foursquare and ask it to find or suggest friends for your foursquare connection, and it will then risked your other social media and you can simply invite them so it’s a nice way to be ableto add people to your four square connection. Yeah, i didn’t think we were talking about charity’s developing their own aps i thought we were talking about having them think about whether using one of the existing ones foursquare, yelp, you know instagram, facebook places crowd map around me whether any of those might be suitable for them. Let me ask you, we’ve just about a minute and a half or so left you used to be a chief information officer. I don’t include that in your bio, but you’re a modest fellow and but i’ll reveal it now that used to be a ceo. If you were cia in a midsize charity, how would you approach this? No, i think we just lost scott. Maybe maybe he did not want me to reveal that used to be a chief information officer. Um, but i’m going with only a minute and a hat would like a minute left. Now, i think we’re pretty much gonna have to say goodbye to scott, but what i think he would suggest first is think about what? The what the technology is and think about whether it can be helpful to you. And if so, how? And then, you know, what are your goals around using foursquare or instagram or something like that? Let’s? See, do we bring scott backs? And we have that. Sam scott, you’re there. Okay, i’m here. I was speaking for you. Did you not want me to reveal that? Used to be a chief information officer? Is that why you cut us off? You know, that was really and i was embarrassed by the whole thing. That’s how modesty is, he hangs up and you talk about theo flushes. It hides in the corner. I do actually, our radio. All right, now we just have about thirty seconds. But what i what i was saying, scott is that you would probably urge people as if you were their ceo to think about what your goals are for using one these or just several. These gps system, gps, location based systems. You got it exactly right, tony and that’s pretty much good advice for deciding to do any particular technology. Yeah, so i would say, you know, decide what you want. Find the applications that provided with the least effort and least money. Uh, some whatever is most acceptable to your in this case to your constituents and start to integrate. That developed a plan. I would be working with the marketing folks and with people, they’re actually doing the task because, you know, i don’t actually do anything. Okay, so i was talking to them to find out what it is, what it is that they want to do. And then i would be simply enabling the product for them to take advantage of it. Okay, now i have to cut you off. It’s. Time to say goodbye. Scott koegler, editor of non-profit technology news at n p tech news. Dot com we’ll talk to next month. Thank you, scott. Good bye, tony. Next week. Another interview. From the bb con conference, it may be the one on getting more matching gif ts or it could be the one on using data from social media, or it could be the one on razor’s edge best practices um, you can know before the show if you’re on arlington group and you can also know before the show what the second half of next week’s show will be. It’ll be jean takagi and emily chan, our legal team, but i don’t know what subject no. Before the show joined the linked in group were also on facebook. You can listen to non-profit radio live or archive because we’re on itunes, you’ll find us on itunes at non-profit radio dot net on twitter follow me, use the show’s hashtag non-profit radio and like scott and i were just saying i’m active on foursquare connecting all those ways wishing you good luck the way performers do around the world. I need some pronunciation help from our hearts researcher janice taylor so i can bring you the next country so i’m sorry we’re still in estonia. Nyle gumi, may you get a nail in your tire now we’ve been in estonia i know for a couple weeks, but it is a lovely country, it’s, just across the gulf of finland from helsinki, just across the baltic sea, from stock, home moving, moving west. So hang out with me in estonia for one more week, and i’ll get janice’s help for next week, and we’ll be in a different country. Our creative producers, claire meyerhoff. Sam liebowitz, is a line producer. Our shows social media, is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next friday, one to two p, m eastern at talking alternative dot com hyre i didn’t think that dude is a good ending. You’re listening to the talking alternative network. Duitz e-giving duitz nothing. Labbate hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. Dahna you’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Oh, this is tony martignetti athlete named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas. And mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office needs better leadership? Customer service sales or maybe better writing are speaking skills. Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment, be more effective be happier and make more money. 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