Tag Archives: The Prospect Finder

Nonprofit Radio for July 31, 2020: 500th Show!

I love our sponsors!

WegnerCPAs. Guiding you. Beyond the numbers.

Cougar Mountain Software: Denali Fund is their complete accounting solution, made for nonprofits. Claim your free 60-day trial.

Turn Two Communications: PR and content for nonprofits. Your story is our mission.

Get Nonprofit Radio insider alerts!

Listen Live or Archive:

My Guests:

Claire Meyerhoff (co-host), Scott Stein, Gene Takagi, Maria Semple & Amy Sample Ward: 500th Show!

It’s Nonprofit Radio’s 10th Anniversary and 500th show! It’s also our last live stream. After today, we’ll be podcast only. To celebrate all these milestones, we’ve got the whole gang together. Claire Meyerhoff, our creative producer, will co-host. We’ll have live music from Scott Stein, composer of our theme music, Cheap Red Wine. Each of our esteemed contributors will join in: Gene Takagi, Maria Semple, and Amy Sample Ward.

We’re collecting your stories to read on air: How did you get into nonprofit work? Hardly anybody chooses this when starting their career. How’d you get started?

Yes, prizes from Cura Coffee.

 

 

 

 

 

 

 

Top Trends. Sound Advice. Lively Conversation.

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

Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.

Get Nonprofit Radio insider alerts!

Sponsored by:

Cougar Mountain Software logo
View Full Transcript
Transcript for 500_tony_martignetti_nonprofit_radio_20200731.mp3

Processed on: 2020-08-01T01:12:32.478Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2020…07…500_tony_martignetti_nonprofit_radio_20200731.mp3.18929047.json
Path to text: transcripts/2020/07/500_tony_martignetti_nonprofit_radio_20200731.txt

[00:00:57.60] spk_1:
Hello and welcome to tony-martignetti non profit radio. Big non profit ideas for the unlearned. 95%. I’m your aptly named host. That live music can only mean one thing our 5/100 show. Oh, I’m glad you’re with me. I did get slapped with a diagnosis of Corretta Conus. If I saw that you missed today’s show the 5/100 it’s non profit radios, 10th Anniversary and 5/100 show. It’s also our last live stream. After today, we’re gonna be podcast only to celebrate all these milestones. We’ve got the whole gang together. Claire Meyerhoff are creative Producer is co hosting. We’ve got the live music from Scott Stein, composer of our theme music. Each of our esteemed contributors will be with us. Jean Takagi, Maria Simple and Amy Sample Ward, and we have a bunch of surprises.

[00:01:44.64] spk_2:
Our 5/100 show is sponsored by Cure Coffee connecting coffee lovers with coffee farmers and their families. Kira coffee dot com. We are also sponsored by wegner-C.P.As guiding you beyond the numbers wegner-C.P.As dot com by Cougar Mountain Software Denali Fund. Is there complete accounting solution made for non profits? Visit tony dot m a slash Cougar Mountain for a free 60 day trial. And we are also sponsored by turn to communications, PR and content for nonprofits. Your story is their mission. Turn Hyson to dot co. That’s turned hyphen two dot co.

[00:01:50.24] spk_1:
That professional voice can only be one. It’s clear. Meyerhoff. Claire Meyerhoff, Welcome,

[00:02:01.24] spk_2:
tony-martignetti. This is the first time for us on Zoom. But I feel like you’re right here because you’re right there on my laptop.

[00:02:14.71] spk_1:
It feels it feels close. Yeah, Every every anniversary show has been, ah, in the studio. This one, of course, can’t be. But we pull it together because it’s the 10th anniversary and I’m grateful to you because you’ve been creative producer of this show since, like Episode one before that Episode zero You were creative producer.

[00:02:20.81] spk_2:
Yeah, about a little over 10 years ago, you and I had a dinner and you said, You know

[00:02:24.64] spk_5:
what I want to do. I want

[00:02:25.37] spk_2:
to do a radio show and I said, Do

[00:02:27.19] spk_5:
you have any idea how hard it is to do a radio show? And you’re like, No, I don’t care. I’m doing a radio

[00:02:32.22] spk_2:
show. Will you help

[00:02:33.62] spk_5:
me? And

[00:02:33.97] spk_2:
I said, sure. And here We are 10 years

[00:02:38.63] spk_1:
old playing love it, love it and you have that professional radio training to so that. But also

[00:02:43.96] spk_2:
I have a background in radio

[00:02:45.39] spk_1:
indeed, indeed. So how have you been? How are you managing what’s going on at the PG agency?

[00:02:51.53] spk_2:
Well, you know, I help. I help nonprofits of all shapes and sizes with their plan giving. And so that’s been fun. And I’ve been honing some of my skills at home like learning GarageBand and some different things that I didn’t have time to learn before. So that’s been that’s been quite interesting of a few new little endeavors, and I have some nice clients. It’s been interesting because I started out 2020 with this list of five clients I was working with, and then all of a sudden in March, like it all just changed and some went away, and one that was like a little project turned into now, like my main client, because they were in a different situation. So it’s really shown us sort of the fluidity of things in the nonprofit

[00:03:31.95] spk_1:
world. Well, that’s very gratifying. They love your work so much that they brought you in to do more.

[00:03:38.24] spk_2:
Yes, well, they had they had more need, and then other people had less less need and less money. So, um, I like more. More money and more need. That’s always That’s always good. When you’re independent person like we are,

[00:03:49.44] spk_1:
money follows expertise. That that’s you. And you. Um hey, Scott’s dying. How you been? I’m good. How are you, tony? Oh, fabulously Scott Stein, of course. The composer of cheap red wine, which you’ll be performing shortly. What’s been going on musically for you since, uh, late march?

[00:04:37.11] spk_3:
Uh um, Well, it’s certainly been a little slower than usual, as you can imagine is not a whole lot in the way of live music. Um, but finding ways to stay busy. Um, I teach and said my teaching it just has just gone online. Um, I have a couple of choirs that I conduct, and we are finding new and creative ways to stay active and stay connected and keep making music online. Ah, we all miss each other very much, but this is a good way to stay connected and, um, actually doing a couple of gigs here and there, mostly via zoom occasionally have been able to do an outdoor, socially distanced concert, Um, doing one a week from Sunday in Brooklyn, where I live, and, um so that’s always good. It’s just it’s just you just have to stay busy and stay active and and And that that keeps you motivated keeps you moving

[00:05:01.47] spk_1:
the online concerts. That sounds like an interesting idea. Yeah,

[00:05:10.88] spk_3:
it Ah, it works. You know, Um, it’s, um I think it’s probably gonna be with us for for a while, and but

[00:05:14.84] spk_5:
it’s, you know,

[00:05:47.00] spk_3:
it’s a nice way to play. It is a little weird. You finish a song and you’re used to hearing some sort of a pause and you just hear nothing. And so I mean, you hear you see people on mute clapping. It’s very And also when you banter, that’s the thing. Like, you know, we try to keep things light. And if you make a comment that you think it’s funny and you don’t get a response, it’s like I don’t know that was funny or not. I have no idea. I’ll just assume it was It’s strange, but it’s ah, you know, it keeps us making music, and that’s you know that’s the main thing right now.

[00:06:34.57] spk_1:
I attended a couple of online stand up comedy shows, Onda 1st 1 The producer kept this audience muted because he was afraid that people would be charming, intimate. But that was very disruptive to the comics to not know your I’ve done some some stand up, not to the caliber that these folks have, but you’re playing to the audience when the audience, when the laughter starts to subside, you know, you start talking, you don’t you don’t want a dead zone of no laughter, you know, and you got a time it. But they couldn’t do that because they don’t have the feedback. So but the producer learned, and then all the other shows. You know, the audience has been un muted, and they’ve been respectful and no hecklers. But it’s important for that. That feedback, you know, for a comic, just like you’re saying for a musician to get feedback.

[00:06:46.34] spk_3:
Yeah, And the best part about about doing this via Zoom though, is you do get a heckler. You can mute that person. Yes, you can. You can do that in a club. So? So there is that advantage. The

[00:06:57.07] spk_1:
equivalent would be like cutting off their head or having having I think security bounce there bounced their ass out, right? Yeah, In a live setting,

[00:07:05.47] spk_3:
it’s It’s a much less it requires a lot less aggression to just hit mute. Yeah, I kinda like that.

[00:07:20.24] spk_1:
Claire, did you do any any, um, performances by type, like your You void with that professional voice of yours, you have a podcast.

[00:07:21.77] spk_2:
I do have. I have a new podcast and I’ll be happy to chat a little bit about it. And that’s appropriate because the name of my podcast is charitable chitchat with Cathy and Claire

[00:07:34.91] spk_1:
considerations as much as I do. Well,

[00:07:36.54] spk_5:
it all works out

[00:08:23.10] spk_2:
cause it’s also Cathy with a C and clear with the sea. So we really like all our C. So I do it with with my friend and colleague Kathy Sheffield from Fort Worth, Texas, and she’s a very experienced, planned giving person, and she and I have talked about doing it for a while. And then when Cove it hit, we said, Well, we have no excuse. So I learned how to do garage band and record stuff, and I do all the editing and production, and Kathy and I do a podcast and it’s planned, giving focused. And each episode we have one guest, and we’ve had some awesome guests on from the California Community Foundation and North Well, Health Um, Nature Conservancy and a wonderful volunteer from the Girl Scouts of America who’s helped bring their plan giving program in less than 10 years from 400 plan giving donors to 4000. Yeah, nine years, so very successful programs. So we have a lot of great shows coming up, and, uh, it’s charitable. Should check dot com with Cathy and Claire.

[00:08:34.27] spk_1:
Is that that’s Is that what prompted the GarageBand learning that you talked about?

[00:08:43.04] spk_2:
Yes, it definitely prompted the GarageBand learning, and I had plenty of time to learn that. And, you know, I have a production background, but I had never worked with GarageBand, so some of it was intuitive and others. I was looking all over YouTube for tutorials and found some really helpful things. And hey, if I can do it, anybody can do it. So it’s It’s been a lot of fun, and it’s, you know, it’s nice to have a new project during Cove it because there’s nothing new, right? It’s like the same same house, Same different day.

[00:09:05.24] spk_1:
I did something similar. Other and audacity.

[00:09:07.64] spk_2:
Well, that’s great. Yeah, Audacity is a great A

[00:09:29.43] spk_1:
comparable GarageBand s. I knew so little about audacity when I started. I was ready to write a big check. I figured this is such a popular program app. It must be like 200 or 250 bucks. And that’s how little I knew about it. It’s free. Yes, audacity is absolutely. But I didn’t know that’s how little I knew. Right now I’ve gotten familiar with it.

[00:09:30.72] spk_2:
Well, there’s a lot to do when you learn like podcasting on your own. There isn’t sort of one solution out there That’s kind of like, Oh, the podcasting solution. No, you have to like, you have to record your interview on something like Zoom and get that into an MP three. Then you jump that into GarageBand or audacity. You cut that up, you add your music. That’s another situation, and then you have to up. I uploaded to Buzz Sprout after I’ve produced it, and then from Bud Sprout, you have to subscribe to the different service is like apple podcasts and Spotify and I heart radio and do that and and then you do it over and over, and it’s It’s a lot. It really is a lot to learn. There is a learning curve with do it yourself podcasting.

[00:10:21.69] spk_1:
Yeah, yeah, for sure. Yeah, You said you said you bring in the music. Let’s let’s bring in the music. Hey, Scott, remind us. Cheap red wine. Now, this is Ah, been our theme song for many years at ATTN. Non profit radio. Remind me the genesis of rind us the genesis of cheap red wine, please. And then and then play it for us.

[00:11:10.94] spk_3:
Sure. Ah, song Ah, I recorded it on a record back in 2009 record called Jukebox, and I’d wrote it probably about a year before that. Um, I like to describe this is coming from my angry young man phase. You wouldn’t know it from maybe from listening to it, but ah, yeah, I was. I was living, um, on the Upper West Side of Manhattan and, um, social circles that Iran in when I wasn’t playing, which was to say, my roommate’s friends Ah, there was a lot of people who worked in law and Finance. And I think they didn’t know quite what to make of me. They didn’t kind of understand that you could play music for a living, and, um and so and it’s also a big single scene up there. And I was single at the time, and I got a little cynical because I sort of felt like I was just in the wrong profession to be dating. So this some kind of grew out of that? Um I will add that I have been happily married for seven years now with, uh, with a wonderful son. So it all worked out, but anyway, so that’s where the song kinda had its origins.

[00:11:34.88] spk_1:
Alright, Please, Scott Stein. Cheap red wine.

[00:14:43.24] spk_0:
Just keep on talking sooner or later off around. What you mean a TV screen way in each other? You know, I used to find a charming can hands now promise diamonds. They won’t tired of the cut of clothing that I will wear good stuff too easily distracted. Teoh, I got too many options, so I’m gonna My goodness. But maybe you have some competition with radio. A wealthy man. I got used promises on the way for Heaven’s national victor Sound. Nobody else. No way You used a charming but

[00:14:45.88] spk_2:
I can’t

[00:14:46.43] spk_5:
think

[00:14:49.46] spk_0:
how. Never mind it.

[00:14:50.32] spk_5:
Don’t matter now

[00:14:56.71] spk_0:
Your time promises.

[00:16:03.74] spk_1:
I love that song, Scott. Thank you. Thank you so much. Thanks. There’s nobody waiting in line. We’re just, like, cheap red wine. Thank you. I love it.

[00:16:07.77] spk_3:
I I remembered those lyrics

[00:16:14.04] spk_1:
I don’t worry about that happens. So, Claire, I got this. I got some new venture planned giving accelerator

[00:16:19.38] spk_2:
s. It sounds very, very exciting.

[00:16:21.78] spk_1:
You in the plan? Giving space. So, yes,

[00:16:23.44] spk_2:
I am

[00:16:31.68] spk_1:
in the, uh, arena of shameless self promotion. Uh, okay. Planned giving accelerator. It’s, um it’s a membership community. I launched it two weeks ago. Nonprofits joined for an annual membership on, and I will teach them everything I know about starting and then growing. Yes, Land giving programs.

[00:16:45.73] spk_2:
That sounds great. So is it a month? Do people come on a webinar monthly or how do what do What do people get for their yearly subscription? How does that look to the to the non profit person hoping to grow their plane giving program?

[00:17:04.08] spk_1:
No, I hadn’t thought through that? No, they, uh, like tony get we’re gonna have ah, got

[00:17:05.89] spk_5:
a nice

[00:17:08.43] spk_1:
poster. There’s exclusive. Yes, there were exclusive webinars. We’ll probably get to a month. Will be exclusive podcasts. One or two of those a month. I’ll be doing small group asked me anything. Sessions on zoom Very nine. Talk through individual potential donor challenges, Suspect challenges or Doctor, you’re marking materials in their small groups. Um, there’s a Facebook community. Very nice. All exclusive, Just two members. It all kicks off. October 1st 1st group starts October 1st, and that’s what we’re promoting for. And it’s that planned giving accelerator dot com.

[00:18:07.44] spk_2:
Well, there’s a lot of Nate out there. A lot of non profits are not in the plan giving game or in the playing giving space. They think it’s too scary. They need technical knowledge. They can’t do it. They need too much staff, whatever. But frankly, any non profit can do something with plan giving and bring in those all important planned gifts. Also, I think you’ll be helping to educate people about like asking for non cash assets and things as well, like how toe you know, do more a little bit more complex gift giving.

[00:18:25.51] spk_1:
We will eventually we’re going to start off with getting bequests, Yes, but there’s only the whole groundwork. As you’re suggesting, there’s old groundwork that’s got to go before you start. Before you start promoting, you gotta promote to the right people on. Then give them the right message.

[00:18:43.84] spk_2:
Yes, and you have to have a back end. That’s the first thing that I help my clients with. It’s like, Well, what did they have? Do they even have information on their website? Like some plate people have nothing on their website and in, um, our most recent episode of our of our charitable chitchat podcast. We had a great this volunteer from the Girl Scouts, and she got started because she had updated her estate plans about 10 years ago, and she included the Girl Scouts. And then she happened to be in New York City not long after that, where the headquarters are. So she went to go meet with the development person, just a drop off like a copy of her, whatever her paperwork and the development person wasn’t there. So she met with the CEO and she sat down with the CEO and she said, Well,

[00:19:09.89] spk_5:
you know, I was updating my estate

[00:19:11.77] spk_2:
plans and I went to go find someone for

[00:19:13.81] spk_5:
I couldn’t find any information

[00:19:38.64] spk_2:
on your website about that. Why is that? And the CEO was like, I don’t know why. And then they from there they created a whole good, great plan giving programs. So, you know, the back end is first off. You need to have some information on your website. You need a dedicated page with some request language with your contact information with your tax I d. Just a couple of things. And if you have that Web page, then you can start getting in the plan giving game.

[00:19:40.37] spk_1:
That’s the beginning. And that’s the kind of stuff we’re gonna be talking about. Easy promotion.

[00:19:44.49] spk_2:
You gotta get in

[00:20:01.38] spk_1:
identifying the right people to promote to and giving them the right message and how to do that. And then how to follow up how to talk to your board about planned to give an all important, all all to get planned giving program started in the audience that I’m always most interested in. Small and midsize shot

[00:20:12.57] spk_2:
Me, too. I love I love the small nonprofits and there’s you anyone can get started in plan giving. So I think that your program is is really great, because if if you have, don’t your small non profit you have donors and they’re gonna leave. Some charities in there will, but they’re not gonna leave your charity in their will if you’ve never promoted the idea. And you’ve never communicated the idea

[00:20:25.96] spk_1:
absolutely right that absolutely, you need to be asking. So we

[00:20:28.95] spk_2:
need to be asking

[00:20:32.04] spk_1:
if you’re ready to get plan giving Started, Planned Giving accelerator

[00:20:33.77] spk_2:
call. Well, I’m looking forward to seeing the evolution of of this, and I think it’s a great it’s much needed in the space, and I think you’ll be successful and help a lot of people along the way. And that’s that’s what we’re all about. Helping helping nonprofits, especially the little ones,

[00:21:09.74] spk_1:
and someone who’s helping me toe promote planned giving accelerator is is with us. These Peter Panda Pento is part of a partner in turn to communications just renewed their sponsorship for a second year, which we are very grateful for. I’m very grateful for Peter. Welcome to the show. Great to be here, tony. Great to be back

[00:21:13.06] spk_4:
here. Tony, we’ve been checking in very regularly over the years. Excited to be part of this milestone episode.

[00:21:29.48] spk_1:
Oh, thank you. Yes, 500 shows. 10 years on. I’m grateful for your sponsorship. You and your partner, Scott turn to what? What? What’s on your, uh, what’s on your plate these days? We’re doing a

[00:22:07.83] spk_4:
lot of media relations work these days. A lot of nonprofits and foundations that we work with are really looking for to try to break through the clutter right now and get their stories told in the media, which is a really challenging thing right now during Cove in 19. I mean, it’s always challenging, but right now we have so many media outlets that are, um, operating with with furloughed staffs and with people kind of playing out of position, covering different beats. And, ah, nonprofits are really looking for extra support and trying to figure out who they need to connect with, how they can connect with them and how they can connect what they’re doing to the prevailing story lines of our time, which are Cove in 19 and racial justice and equity. And so we’ve been spending a lot of our efforts there, in addition to working with you on the plane, giving accelerator and other things tell

[00:22:33.19] spk_1:
indeed, yes, challenging times indeed, to get your voice heard. But it’s doable. As I say in the sponsor messages. You know, if you if you have those relationships with journalists, if you have the right hook, you can you can be heard even in the in the Corona virus cacophony.

[00:23:06.21] spk_4:
Absolutely, absolutely. And the relationships are really important. And, um, what I think a lot of nonprofits and really all organizations still make. The mistake in doing is thinking they can kind of spray and pray their way to, ah, success with media relations by spray and pray Amin kind of spraying out press releases to everybody and hope and praying that somebody picks it up. What really works is when you have some relationships with journalists who really cover the topics you care about and that they’re actually thinking of you when they’re looking for sources rather than the other way around.

[00:23:12.07] spk_2:
Yes, and as a former reporter, I wholeheartedly agree, because back in the day, as a as a news reporter for working in all news radio and working in television. You would get these, like, spray and pray, kind of like press releases and stuff that had nothing to do with anything you normally cover. And you know, you really need a more targeted approach and build a relationship. And I think nowadays it’s easy to build a relationship with news people because they’re all on Twitter and they’re all on Facebook and you can follow them and comment on their on their things and get to know them a little bit that way.

[00:23:41.84] spk_4:
Absolutely. I think investing in in a handful of those relationships and really trying to make sure you’re nurturing the journalists who actually care about what and and reach the people you need to reach. There’s so much value in doing that. You’re absolutely right.

[00:23:58.68] spk_1:
This and Peter, thank you again for your sponsorship of non profit radio.

[00:24:03.74] spk_4:
I love the partnership. I’m really glad to support her head, and I really believe strongly in what you do, tony. So we’re happy Teoh to be sponsors and to be part of this great community.

[00:24:13.75] spk_1:
Thanks so much. Turn hyphen to you. Want Check them you want? Check them out. Turn hyphen too dot ceo. Thanks so much, Peter.

[00:24:20.79] spk_4:
Thank you very

[00:26:11.18] spk_1:
much, Peter. Thanks, Claire. I have a story I want to read from from one of our listeners milled, uh, Mildred Devo. I’m the founder and executive director of Penn Parental, a small literary non profit that helps writers stay on creative track after they start a family. I got into non profit work because I had the idea for this collective of supportive writers running programs to defy the stereotype, which was rampant in nearly two thousands, that having kids would kill your creative career. I was already running a salon, Siri’s, that featured the diversity of work by writers who had kids. And I wanted to do more to prove to women and men that parenthood was just a life event and not an alternate alternate career. I self funded a fellowship for writers who were new parents and a lawyer approached me and asked if I had considered turning my ideas into a non profit I never had. She helped me pro bono. Now it is 10 years later, and pen parental has helped countless writers finish their creative projects despite the challenges of raising kids issues heightened to epic levels during the pandemic. We have one arts grants from New York City as well as New York State Council for the Arts. As a writer with two kids, it makes me laugh that all the encouragement I give to other writers has just now finally come home to my own career. I finally finished writing my first novel. I Want to Thank You. This is the touching Thank you so much. I want to thank you and and your non profit radio feel that inspiring. I feel that listening to recordings of past live streams, I’ve been exposed to some of the top minds working in non profit. Today. It’s like having an M B A in arts administration right at your fingertips, or at least the faculty of one. I’ve gained a lot by listening. So thank u s touching and, uh, milled, uh, milled is with us. Well, welcome to the show.

[00:26:18.21] spk_5:
Thanks. Thank you so much. It’s really exciting to be here. Did you see me taking notes?

[00:26:22.49] spk_1:
I was already took. I was like, clock town

[00:26:26.09] spk_2:
milled. I love milled his hair. That’s beautiful. Thank you. It looks very nice.

[00:26:54.44] spk_1:
That’s got beautiful bang. Great. Did I pronounce your name? Right? Okay. Have you been listening to non profit radio for a while? I have For forever. Yeah. Yeah, I frequently when I googled something that I don’t know, I will find a link, you know, on Facebook or somewhere, I’ll find a link to a show, and

[00:27:00.51] spk_6:
it s so it works like I don’t know, because I really, really, really learned

[00:28:37.84] spk_1:
this from the ground up, just sort of as I was doing it and Ah, yeah, it’s really so we’re gonna put on a plan giving page pretty much, yes, but it’s really it’s really wonderful that you bring all these experts together and when you interview them so so many of them are so generous with their time with their contact information, like it’s kind of spectacular, But I really kind of got into your show after you did the foundation center. I love the foundation center and motivated that can with them all their candid now candid. Well, they were there were the foundation center. You’re not wrong to call them that. They were that they were that back then when But for the you did I think four sessions or some Some amount of sessions, please. And you could go there and be a live audience, or you could watch it after it. So, yes, it was. It was non profit radio month at the Foundation Center and the Foundation Center month on non profit radio. That was very cool. Very cool partnership with the Roman. Thank you. I also like all the partnerships that you have with all the different companies. Like everybody said. Just what? Um, the guy that was just on Peter was saying that you develop these relationships. Well, I think I feel like I learned something from that from you. Outstanding Milton. That’s why I do the show. Thank you so much. So, for your for your generosity, do non profit radio and for sharing your how I got into nonprofits story we have Ah, we’re gonna send you a bag of cure coffee. Uh, I love coffee. Bring me coffee. It’s

[00:28:40.70] spk_2:
a wonderful prize. How you want to hear more about it? Cure a coffee directly connects coffee lovers with farmers and families who harvest the finest organic coffee beans. With every cup of cura, you join our effort to expand sustainable dental care to remote communities are around the world. We are direct trade coffee company with direct impact brought directly to you creating organic smiles beyond the cup cure coffee dot com. And that is your prize. Thank

[00:29:22.78] spk_1:
you. Listen, thanks so much again for sharing your story and for being a loyal listener. Really? It’s touching. Thank you. It’s so kind of you. I’m really grateful. And I love how you’re Musician nodded when he when I talked about having kids at home and being creative. That’s why I run a non profit for that reaction. I

[00:29:26.56] spk_3:
e that so much? Yeah,

[00:29:30.78] spk_1:
creatives are trying to create. So anybody who wants to pin Prentice said word we’d love the Have you come and find out what we dio and thank you again. So much for having me on the

[00:29:40.42] spk_5:
show was a

[00:29:50.34] spk_1:
place. Enjoy your coffee. Yeah. Yes. Pen parental as got or thank you. Thanks along, Claire. You’re You’re creative. You you’ve been writing.

[00:30:56.94] spk_2:
Yes, I am. I am, I am. It’s a It’s a blessing and a curse being a creative person because the brain just never shuts off. So we’re always making stuff from a tender age. I was like sitting on my front lawn with a basket of crayons and my mother register like an old egg carton or something in a pipe cleaners. And before you know it, we had, like, costumes and putting on a show. So that’s that’s my childhood. So I have written for you a special 1/10 anniversary problem for non profit radio. So would you like me to read it? Toe. Okay, here we go. Let’s celebrate a decade of the show by tony-martignetti. Here’s my poem. It’s goofy, so you better get ready. Tony had an idea. Tony had a vision. Tony wanted a radio show, so he made a decision. He started his show. He booked his first guest. He worked on a format, and then all the rest production with Sam Music with Scott sponsors and quizzes Man, that’s a lot Top trends and Tony’s take to non profit radio We love you. 10 years later, and 500 shows your silver anniversary, your listener ship grows your tony-martignetti non profit radio top trends. Sound advice. Should I end this poem? Yes, that sounds nice. Happy anniversary, tony.

[00:31:13.55] spk_1:
Should I send this up our mess Sounds like Thank you. Clear my raf. Sweet. Thank you very much.

[00:31:18.82] spk_2:
You got in somewhere.

[00:31:20.32] spk_1:
What a creative. I love it. Thank

[00:31:21.94] spk_2:
you. You know, it’s fun. Thank you. Something to do? It’s coverted.

[00:31:24.34] spk_1:
That’s very sweet. I am not gonna keep doing things that silver anniversary. I don’t think I thought of that. That’s right. The silver silver anniversary. Well,

[00:31:31.63] spk_2:
you know, I was thinking of ideas. I was like, What can I do for tony? Silver anniversary. And I was like, I was like, Well, it is the silver anniversary. That’s 10 years. It’s silver. So maybe I should send him, like, an engraved set of silver candlesticks. Or maybe I’ll write him a poem.

[00:31:45.52] spk_1:
Well, you could do the candlesticks to know they don’t have to be mutually exclusive. What?

[00:31:59.08] spk_2:
Amy, like those? I could do like 11 Right. You could do it for your in Amy’s tent. That wins your 10th anniversary. Did you have it? You missed it. Yeah, I missed. Okay. We’ll catch on the next one.

[00:32:00.28] spk_1:
Catch me on this one. It’s not

[00:32:01.43] spk_2:
old. Wait for your gold wedding.

[00:32:08.99] spk_1:
Oh, no, no, no. Wait. Office engineering by mere numbers it, Z, I’m gonna send you

[00:32:13.50] spk_2:
something really funny.

[00:32:22.95] spk_1:
That silver gift. I will. Then the expensive silver gift. Don’t don’t be constrained by by the artificiality of numbers. So, you know,

[00:32:24.04] spk_2:
I’m gonna go to Bloomingdale’s and register you.

[00:33:04.44] spk_1:
We got we got all our all our contributors there. Will our esteemed contributors air here? Nice. Yes, Absolutely. I see. Um, I see them. Indeed. I see Amy Sample Ward, our social social media technology contributor, and Jean Takagi, of course, our legal contributor and the brains behind the wildly popular non profit law block dot com and Maria Simple, the Prospect Finder at the prospect finder dot com. Welcome, Maria. Gene and Amy. Welcome. Hey. Hey, there. Thank you very much, Amy. See also Amy, of course, besides being our contributor and technology and social media, CEO of N 10. I was intend doing. How you doing, Amy?

[00:33:14.94] spk_5:
Um, I’ve recently been answering that question by saying that I am alive and awake in 2020 and all that that means on

[00:33:24.57] spk_1:
being in Portland, Oregon, as well,

[00:33:26.23] spk_5:
being in Portland, Oregon being at the intersection of, I think, a lot of opportunity to positively change the world

[00:33:36.84] spk_1:
Well, you three have never been on a show altogether. So I want to say

[00:33:45.34] spk_5:
I know Jean and I have definitely been on at the same time before, but I don’t think all three of us

[00:33:56.54] spk_1:
no threat. No. All three have never So. Maria, meet Jean Jean Maria. Amy, meet Amy. Meet Maria Maria, Meet Amy. Gene already knows Amy. Amy knows Jean. Oh, meet each other. Welcome. Welcome. Hey,

[00:34:03.54] spk_6:
you know, tony, I had suggested a long time ago that you should fly us all into that New York studio at some point, and so

[00:34:10.82] spk_5:
we would not have fit altogether.

[00:34:12.98] spk_6:
Since you never did that way

[00:34:16.41] spk_1:
are fly you all to the beach Now it’s much, much safer down here.

[00:34:19.80] spk_6:
Yeah, well, until this coming storm, that is. But

[00:34:37.43] spk_1:
uh huh. Yeah, Well, not this weekend. Let’s not get carried away. Like cat seven or something. We’re not doing it this weekend. No, it’s not that bad. It’s Ah, it’s like a to the one that so far it’s a one or something. Some of it’s we live, you know, that’s that’s part of our life. Living at the beach hurricane season,

[00:34:41.46] spk_2:
coming straight to your house. Tony,

[00:35:05.25] spk_1:
I got I got a metal roof. They’re gonna finish tomorrow’s good metal. Rudy’s air. Great. Two days before the hurricane, they’re gonna finish my metal roof. What color is it? It’s Ah, it’s a gray. It’s a pale grey. Very nice. It z neutral, neutral tone. Nothing. Nothing outlandish like those Clay. You know, there’s red clay colored anything but getting to cocky. How are

[00:35:05.99] spk_5:
you

[00:37:07.47] spk_1:
doing? San Francisco? It’s Jean. I’m pretty. Well, all things considered Azamiyah kind of reference does. Well, a lot of folks hurting. So happy to. To be in good health with the my family is well and good to see all of you and congratulations, toe. Oh, thank you. Thank you, Gene. And your practice has been very busy of late as nonprofits. Ah, non profit struggle bit. Yeah, a lot. A lot to deal with, obviously the pandemic and a lot of racial equity movements, which is a very positive sign. So, like Amy and trying to see some of the the silver linings and what changes and re imaginations may come out of this indeed. Quite a bit. I was I was talking to somebody earlier today that Ah It’s a good time for introspection. No. And that maybe on an organizational level two. And it may be that it’s Ah, not all. It’s not all voluntary, but, you know, some things have been foisted on us, so it seems like a good, introspective time, like on an individual level. And on a organizational level two seen a lot of that. Yeah, Absolutely. Um, and, uh, I think it’s really helpful for organizational leaders to sort of get together and start to think, um, sort of back to basics and say, What’s why we hear? What are we doing? Who are we serving? What are we trying to do? And how are we really walking the walk and not just talking to talk? Yeah, for sure. Right back. Back to basics mission for important for the board to focus on. I love actually adding values to that as well. So just saying we further admission that the mission, of course, that that’s important. David. Mission focus. But I think it’s now equally important to be Valdez focused. What we stand for. Yeah, Amy. You feeling that it Ah, 10. 10.

[00:38:18.12] spk_5:
Yeah, for sure. I mean, I think just gonna extend what Jeanne was saying. I think we see a lot of organizations, at least historically, Um, who hide behind a mission statement that doesn’t name inequity. Of course, mission statements are often like aspirational where you’re going and like, why you exist and because it’s those things aren’t named. They use that to sidestep accountability to those issues, right? Like because racism isn’t named in their mission. They don’t have to talk about racism. And maybe they get to say that they don’t perpetuate any of it. Right on Dhe. Now, this moment kind of. I think what you’re alluding to tony with, like it being foisted upon folks, is people understanding or at least demanding, that organizations don’t get to sidestep that, that there’s no way any of our social missions could be advanced if we aren’t ever talking about racism, right? Like that’s a root of why many of our issues even exist that we have a mission to address. So there needs to be less fear of that because the fear has really just got us to a very entrenched place of oppression. So can folks be willing to talk about that so that they can move forward and actually address that emissions and serve their communities and really be part of the change that our communities need.

[00:39:02.76] spk_1:
And we’ve had ah, good number of guests on lately talking about all those subjects on and more toe. There’s more to say about it. There’s more to the organizational journey to achieve racial equity and social justice. And I’m glad that we’ve been ableto have a good number of guests on, and I’m always looking for more on those kinds of subjects. Yeah, yeah, I agree with you. Maria Semple. What’s going on? Your practice? The Prospect Finder?

[00:39:15.16] spk_6:
Well, you know, you still have no profits who are thinking about their major gift programs, obviously. And, um, it has been a good time for some of them to kind of sit back and do some research on those donors that make you know, maybe they haven’t really focused on quite a ZX much, Um, and thinking about, you know, how is the the approach to them going to be different? And so you know, a lot of a lot of interesting things going on in the prospect research and major gift

[00:39:39.16] spk_1:
world. Very simple. Of course she’s about six miles away from me or so maybe it’s a little more. I’m not sure. Except

[00:39:46.48] spk_5:
some. I didn’t realize you to work.

[00:39:48.48] spk_1:
We’re on. We’re on the same island, different towns. But we’re on the same island. Thanks. Same barrier island in North,

[00:39:54.98] spk_6:
same Barrier Island that’s being targeted by this

[00:40:01.16] spk_1:
story. Support of life, Any of us

[00:40:02.67] spk_6:
pronounced story is, you know, but

[00:40:05.62] spk_1:
what’s the name of the name of the storm? Had Allah wishes? It’s like

[00:40:09.36] spk_2:
it’s with an I

[00:40:10.94] spk_1:
I I z o or

[00:40:12.53] spk_2:
something? Yeah, I don’t know.

[00:40:13.91] spk_6:
How does that help

[00:40:18.78] spk_2:
broker? Al Rocker said it really nicely today, but the job he gets paid, like $3 million.

[00:40:22.28] spk_5:
What the Who’s so seen?

[00:40:39.85] spk_1:
Some, uh, some interesting, Which could be, ah, good or bad, I guess. Funny, like Zoom Zoom backgrounds. You’re all we’re all talking. Yeah, we all have lots of zoom meetings. All of us. He’s got He’s got a good zoom background that you saw. Wow, like I see Scott Stein right now is curious. George,

[00:40:45.21] spk_2:
he’s got That’s the best one, and I just I just put that up on lengthen, so

[00:40:48.69] spk_3:
that’s not a background. This

[00:40:53.28] spk_1:
is not about. Well, it is now my toddler’s part of your background. It’s

[00:40:55.57] spk_5:
part of your

[00:40:55.92] spk_2:
background or your back. Oh, I think you should sell that to Zoom.

[00:40:58.91] spk_3:
I thought that curious George would just lighten the mood a little

[00:41:01.88] spk_1:
bit. Absolutely. Does

[00:41:03.44] spk_2:
my love curious George

[00:41:04.92] spk_1:
is inspired me to ask. Well, who else has seen something funny?

[00:41:09.25] spk_5:
Are you saying that the virtual backgrounds are you talking about just people having things in their background?

[00:41:13.38] spk_1:
I mean more like people in their backgrounds, in their home,

[00:41:18.14] spk_2:
their real backgrounds? Well, I’ve really enjoyed watching, like I watch the Today Show on NBC Watcher And so I really studied the backgrounds, and I like to read the titles of the books on the shelves behind the people, and that’s kind of interesting. And then sometimes, like if they have their own book that they wrote, there’s like 10 copies of it. So they have, like, four other copies, and there’s like 10 copies of their book and in a couple of more copies. So I like to look at the titles like Colbert has it, and it’s funny cause Colbert’s like in his basement and non allaying and It’s just, you know, nothing fancy. And it’s like an old desk and stuff. And so I like to look at the stuff on his on his shelf. Everybody likes, you know, history books and biographies.

[00:41:54.60] spk_3:
I was you were mentioning People’s books like You can always Tell the sign of an independent musician because somewhere in there place they have boxes and boxes of unsold CDs. Right? Right. It’s, Ah, one of my band mates referred to them as a very expensive caught coffee table.

[00:42:12.29] spk_2:
Well, that’s funny.

[00:42:13.00] spk_3:
It’s kind of what they’re doing,

[00:42:14.42] spk_2:
right. You could do Wall Art with them. Like to a whole.

[00:42:17.52] spk_3:
A tribute to me.

[00:42:29.02] spk_2:
Yeah, I my one narcissists. Come on. You got plenty of time. Don’t just got the’s. No. Now with the baby and curious George.

[00:42:33.65] spk_1:
Anybody else? I’m missing Something funny. Mark Silverman just had Mark Silverman is our web guy. He just had his, uh Well, that was That was a fake background. His driving. He’s driving background, but nothing. Nobody’s, uh I don’t think I sauce. I’ve seen good lighting. People have. I see people using light to good effect. I think people have realized that turned on light makes a much nicer back. Have

[00:42:55.26] spk_2:
light on your face to like this. There’s a lot of things for when you’re lighting an interview. You know, you put light on the person’s on the person. Stay so you’ll notice Everyone has diesel around rings, and sometimes you can see it reflected in their glasses. Yeah,

[00:43:06.93] spk_1:
that’s a problem. Light rings right. The glasses. You got it. You got to be careful with the glasses, because even just your screen will reflect into the glasses,

[00:43:13.38] spk_2:
right? Like, right now, I turn that way. Exactly. Turn that way.

[00:43:24.40] spk_1:
Yeah. Now your alien, your google eyes. Yeah. Yeah. Um uh Well, what else? I feel like I feel like it’s a cocktail party.

[00:43:28.30] spk_5:
Didn’t you say we were supposed to all answer some questions? I didn’t write down the question, Waas. I don’t like what? I didn’t think about the question, but I did make the mental note of tony Has some question we’re supposed to answer. Well, how you got into nonprofits? Yes, I like that. Like, what was your reverse non profit job? You know what I like

[00:43:45.85] spk_2:
to know? What did people do before they worked in the non profit because everyone has a different story. So what did you What was your last job before you entered the non profit space? And what was your first job in the non profit space?

[00:43:59.20] spk_5:
I only have one job, not in a 1,000,000 profit space. And that’s what I was 15 and I worked in a coffee shop. Okay.

[00:44:05.52] spk_2:
And then So your first job was your non profit job.

[00:44:08.63] spk_5:
My first job was working in the in the coffee shop?

[00:44:10.82] spk_2:
No, but I mean, your first non profit job was your current Is your current job?

[00:44:14.19] spk_5:
No, but I just always worked in a non profit sector.

[00:44:16.31] spk_1:
Right? At 16 years old, she was CEO event in its inquiry. I

[00:44:20.34] spk_2:
know. Easy. That’s

[00:44:24.10] spk_5:
cool. That’s a good idea. Jean, what do

[00:44:25.46] spk_1:
you do? Before you were a non profit attorney, you were hung fancy fans. Now I bounced a lot iced. I sold insurance. I worked in a beauty salon. No retail, but the last job I had was I was operations manager for duty free retailer in San Francisco. So we’re about a $50 million a year business in the early nineties, and I had to lay everybody off cause, uh

[00:44:48.98] spk_2:
oh, man,

[00:45:11.59] spk_1:
But Bender purse ity on. So it’s 150 people gone. I continued to work doing sort of national expansion for this huge global retailer, but, uh, it made me decide I wanted Teoh work. It’s something more meaningful. So I saw this little newspaper ad for what I believe was the first non profit graduate degree program in the country at the University of San Francisco. And so the two year program in the evening. So I jumped, shipped them, left my job, work for a tiny social service organisation. Azan office manager. And, yeah, that’s schools.

[00:45:30.32] spk_5:
That’s a

[00:45:30.56] spk_2:
great story. How about you, Maria? What did you do before you got into nonprofits?

[00:46:25.21] spk_6:
I was working for a French investment bank in Manhattan per five years out of college and, um, buying and selling and trading securities and French and, um, so very different from working in our profit space. Um, didn’t enjoy it very much. Was having dinner at my father in laws who owned a fundraising consulting firm based in Nutley, New Jersey, and complaining about my job and hating it. And, um, he said, Well, I am looking for a campaign manager for a Salvation Army capital campaign Wow in New Brunswick, New Jersey, and I raised my hand. And, like you said, who said to Jean just said, Jumping ship right, I jump ship and, um, landed in the non profit space that way and in consulting for him and then branched out on my own when I started a family and decided I could do prospect research from home. So I’ve been doing I’ve been doing this home based thing and yes, for long Talking’s yes, since, uh, since the early nineties,

[00:46:48.38] spk_2:
that’s cool. So, tony, before you worked in nonprofits, you’re in the service, weren’t you?

[00:46:59.88] spk_1:
Yeah, that was That was long before I was in the Air Force left. There is a captain, and then I went to law school and hated practicing law. And then I started my first business, which did mediocre. So I ended it and became director of plan to give him at Iona College.

[00:48:12.37] spk_2:
Everyone has a great non profit story. I worked in broadcast journalism. I worked in all news radio in Washington, D. C. I worked at CNN as a news writer worked it except satellite radio in D. C. And I covered a lot of nonprofits when I was a reporter. Because you you know, if there’s this, it’s cold and you do it. Music historian. A homeless shelter You end up at a non profit. You interviewed the director, that kind of thing. So I was like the non profit space and then later started doing like a little PR for non profits and things like that, and then eventually worked my way into the wonderful world of plan giving. We That’s how I met tony-martignetti because I read an interview that you had done, and I was needed some content for another publication. I was editing and I said, Can I take your article and turn it into a Q and A. I emailed you and your like sure, and we talked on the phone. And then if I had questions about planned giving stuff for this writing I was doing, I recall tony and he was so generous with his time and we became phone friends, and then, ah, then he wanted to do a radio show, and I’m a radio person. So 10 years ago, tony started that

[00:48:16.84] spk_5:
I can’t believe no one else spent years making espresso drinks and serving sandwiches to people like What kind of non profit group of people are waiting? The only person that did that? Well, if you

[00:48:24.52] spk_2:
go that far back I worked at Roy Rogers on Long Island and you know I said, Howdy, partner. May I help you? Thank you very much. Happy trails. I worked at Friendly’s. I was an ice cream scooper it friendlies. I was awake.

[00:48:34.37] spk_5:
Nice, nice.

[00:49:16.64] spk_1:
My only espresso experiences. Where? When I was waiting tables when in my restaurant the waiters had the create the oppressors and I always cringe when people ordered them because I could never get it right. Allow when one table order an espresso, everybody else was Wait. Everybody else was late. Their entrees. Cold salads didn’t come. I cut out the suit to get to the entree and tell him I Telemann was through the kitchens. Fault I couldn’t get a Nespresso built was never right. It was too foamy, right? Old Mr Hot. There was too much steam. There wasn’t enough steam. The coffee grounds were to compressed. They weren’t compressed enough. Wow, the curses. Espresso was a 20.

[00:49:17.49] spk_2:
Tony has nightmares about espresso. Hey, that that was an Italian restaurant.

[00:49:21.63] spk_1:
It wasn’t Italian restaurant. Yes. Had to been in the example. Ward, You did many more espressos. Like I’m sure you have it better down much better down there. She’s

[00:49:28.90] spk_2:
great at it.

[00:50:36.51] spk_5:
Yeah. I mean, looking back, it just seems so interesting. I mean, you know, I grew up in a very small town, so I guess that came with dressed. But like, you know, to 15 year olds, we were alone in the shop, running the entire shop, closing it, doing all the bank deposits, you know, like so I guess it helped instill from a very young age like responsibility, this and all of that. But it also was like we we didn’t have anyone else. They’re telling us, you know? Oh, you have to do whatever this customer says or whatever is just like, you know, to 15 year old people. And we were like, No, you don’t get that thing. That’s not fair. You just demand. Like I saw you put your gun. This person did this regularly. Take their gum, put it on the side of their play, eat their food, and then mix the gum into the rest of their salad and then come up and say there was gonna salad. I’m not paying. No. Yeah. And so we would just say Like Like, we don’t know. For adult manager telling us, the customer’s always right. No, no, that’s your gun. Back to your gun. You start getting your money back, you eat.

[00:50:54.51] spk_2:
We’re gonna swallow that gum. I’m 15 and I’m in charge. Yeah, well, that’s good. You learn assertiveness. You learn responsibility. Yeah, that’s great. That’s a That’s a great story

[00:51:00.08] spk_5:
we learned far better than tony. How to make espresso drinks. That was my first exposure to people. Like to melted cheddar cheese on top of their cold apple pie. Like, you know, I learned a lot about humanity in that

[00:51:12.53] spk_1:
herd. Yeah, I’ve heard of that one.

[00:51:14.67] spk_2:
Yeah. Yeah. I worked at Marie Rogers on the island man there. I learned a lot about humanity.

[00:51:21.92] spk_1:
We get into before we get to gross beef stories. Way we got to move on. Neighbor Maria, Maria, Amy and Jean. Thank you so much for what you contribute for you. I don’t want you to go stay if you can stay because Scott’s gonna perform another song, but I want to thank you. Thanks. Thanks to each of you. For all the years you’ve been contributors. Many, many years for each of you. Thank you so much for what you give to our listeners.

[00:51:47.11] spk_5:
Thanks for having a platform that’s open toe. Lots of people. Tony.

[00:51:56.98] spk_1:
Yes. I’ve seen the regulations on 500 100. It’s amazing.

[00:51:59.83] spk_6:
Amazing mission, you 10 More wonderful years.

[00:52:02.14] spk_1:
Thank you. I will do it. I’ll do it. It’s got Let’s get Scott back. He’s got ah, that’s gonna do singing Spanish blues.

[00:52:18.84] spk_3:
I am got starting. All right, here we go. Uh, this song, like the other one, has a lot of words for me to remember. So here we go.

[00:55:58.52] spk_0:
Morning with New York. Finishing way. My doctor asked for his Is it son? I think it just man. It’s somewhere in the east of Spain where Jonathan here requires a voice like church bells rang Way No way, man Stature way to my hotel. Try to rest my head with a familiar voice Reverb woman from my bed I jumped up and ran to the window. I could not believe my ears. I believe my eyes. Neither. She stood there in the clear now had no weapon type romance. This was much downstairs. And now there’s a lady in waiting way drains. Booth door process is an engineer. And when the Paschen shots last, she went back to back way missing in this gots time.

[00:56:04.70] spk_1:
Wow. Amazing. Thanks. Outstanding singing Spanish blues. Thank you. Thank you. I love Scott Stein. Thanks so much. Scott. Yes. Scott Stein music dot com. Right. Do have that right?

[00:56:11.81] spk_3:
Yes. Yeah, that’s correct. And and thanks again for having me, tony. And congratulations on 500 yeah, always always a pleasure to to do this with you. Here.

[00:57:45.03] spk_1:
Thank you, Scott. I love I love having cheap red wine is part of our show. You’re with me every every hour. Every intro, every outro, every show. Cheap red wine is with us. Thank you. Thank you. My pleasure. Check him out. Scott stein music dot com. So I said earlier this is gonna be our last live show. Friday 1 to 2 p.m. Eastern has been my slot at talking alternative. Now, talking radio dot N.Y.C. since July of 2010. And this is gonna be the last one. We’re We’re going to be live streamed. The show is just gonna be a well, not just gonna be the show is gonna be a podcast only from from here on. Um, and what that has meant for these 10 years is working with Sam Liebowitz Every show I’ve credited him. Sam Lever, which is our line producer. Um, and so it’s been just Ah, wonderful run with Sam. Hundreds of shows in the studio every anniversary show, which is every July, every 50 shows in the studio before this one. Um, and I’ve just been grateful for the partnership with Sam and and the network. The talking alternative network, which is again talk radio dot N.Y.C.. Sam, you’re not able to join us by audio. It doesn’t. I see you, but Ah, you can’t, um you have

[00:57:53.07] spk_7:
to keep switching. I can come on, but I have to switch back. Otherwise the rest of the audio doesn’t go out. But I don’t think I’m being recorded right now.

[00:58:04.60] spk_1:
Okay. All right. So, Sam, just Sam just spoke. Yes, we hear him, but he thinks he’s not being recorded, and we see him. So what? He said was tony has been an outstanding host, has been exemplary. He’s so handsome. I’m blushing on the

[00:58:16.77] spk_2:
ledge of color like notion on, um,

[00:58:18.88] spk_7:
and tony does remain the into the honor, having the honor of being, besides my own show the longest running show on work. Um, there was a period of time when we had several shows that have been with us for about five years. But out of all those shows, tony is the only one who has stayed consistent over all this time and to stay with this this long. Thank you so much, tony. I appreciate you know, all of the time that you’ve spent with us. I appreciate all your support and I love your mission. And I wish you the best of luck and only the best things moving forward.

[00:59:32.36] spk_1:
Thank you, Sam. I hope listeners were able to hear that we’re not. Sam said he’s not sure if if it was recorded, but, uh, I hope it was. Thank you, Sam. It’s been just Ah, lovely, wonderful fun collaboration for these 10 years? Absolutely, absolutely so. But where, Of course, the show continues. As I said on podcast every Friday, I’m gonna keep Teoh every Friday schedule. There’ll be a brand new show every Friday. Um, available to ah are 13,000 listeners a lot of this out of. Thank you. Thank you, John. So we got to wrap it up and I want a sky. I want to thank very much Scott Stein so much. Scott stein music dot com Scott, Thanks so much for being with us.

[00:59:43.45] spk_3:
Thank you for Thank you for having me.

[00:59:47.12] spk_1:
I want to give a shout out to our our web guy. Uh ah. I always I’m always crediting him on our Mark. Silverman is our Web guy. So Mark Silverman has been has been in the background for the show. I want to say hello. You’re not You do speak. I love the background on the background guy, but you know, I made if you will, tony, don’t make me stand up alive. But here I am, tony, it’s been great. I’m there every friday for you. I put the podcast up on to the website. It’s been a long and wonderful relationship. And 10 more years make it 20. I’m happy to be there for you and congratulations. Thank you, Mark. Thanks And thanks for all your help. It’s been many, many years. You’ve Well, you’ve been since the beginning. Yeah. Being doing the back end for us. Thank you so much. I wish I was on that submarine

[01:00:35.10] spk_4:
with you when you were the captain. That would have been even

[01:00:46.84] spk_1:
more fun. Submarine? I was underground, but I was close. I was I was underground, not underwater. But you were. So Yeah, I was subterranean. Claim Meyerhoff. Thank you so much. 10 years collaborating, creative producer, co hosting every single anniversary show.

[01:01:16.17] spk_2:
Thank you. It’s really, really been a joy. And, you know, normally I come up to New York and we did this great New York show in Sam Studio and Scott lugs in is you know, sometimes I meet Scott at the door and I carry in some gear for a minute. It’s always such a tree. And then afterwards we go out and we get a bagel or something in the city and Ah, but this on Zoom was really, really nice. And I’ve enjoyed it greatly. So if you needed a guest sometime, just hit me up and zoom away. We will. I’d love to. It’s been really fun,

[01:02:19.09] spk_1:
Thank you. Our 10th anniversary 500 show. Thank you so much for being with us. I’m grateful. I’m grateful for all of each of our listeners, and I’m glad that non profit radio helps you in the important work that you are doing. The feedback I get is, um, it’s touching. I know, I know. We’re helping nonprofits with their missions and their values. That’s why we do the show. Great job. Next week we’ll return to our 20 NTC coverage with more of anti sees smart speakers. If you missed any part of today’s show, I beseech you, find it on tony-martignetti dot com were sponsored by wegner-C.P.As guiding you beyond the numbers wegner-C.P.As dot com Like Coca mapped in software Denali Fund, is there complete accounting solution made for non profits? Tony-dot-M.A.-slash-Pursuant er, Mountain for a free 60 day trial and my turn to communications, PR and content for nonprofits, your story is their mission. Turn hyphen two dot ceo,

[01:02:32.87] spk_2:
and we’d like to thank Sam Liebowitz. He’s our line producer. The show’s social media is by Susan Chavez. Mark Silverman is our Web guy and this delightful, fantastic, marvellous live

[01:02:45.51] spk_0:
music by the Super town, too. That’s mine on

[01:03:06.49] spk_1:
your creative producer. That’s me with me. Next week. Big non profit ideas for the other 95% Go up and be great. Great show. Thank you. So

Nonprofit Radio for May 15, 2020: Leadership & Donor Advised Funds

I love our sponsors!

WegnerCPAs. Guiding you. Beyond the numbers.

Cougar Mountain Software: Denali Fund is their complete accounting solution, made for nonprofits. Claim your free 60-day trial.

Turn Two Communications: PR and content for nonprofits. Your story is our mission.

Get Nonprofit Radio insider alerts!

Listen Live or Archive:

My Guests:

Amy Sample Ward

Amy Sample Ward: Leadership
In two recent shows, guests agreed that Amy Sample Ward represents a shining example of vulnerable leadership. So who better to speak to about leadership—whether in a crisis or not? She’s CEO of NTEN and our technology and social media contributor.

 

Maria Semple

Maria Semple: Donor Advised Funds
Let’s relieve the misery of DAFs. There may be a lot you cannot find, but you’re not helpless. Maria Semple has advice and resources for finding and reaching the funds. She’s our prospect research contributor and The Prospect Finder.

 

 

Top Trends. Sound Advice. Lively Conversation.

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

Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.

Get Nonprofit Radio insider alerts!

Sponsored by:

Cougar Mountain Software logo
View Full Transcript
Transcript for 489_tony_martignetti_nonprofit_radio_20200515.mp3

Processed on: 2020-05-15T21:48:39.114Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2020…05…489_tony_martignetti_nonprofit_radio_20200515.mp3.213165998.json
Path to text: transcripts/2020/05/489_tony_martignetti_nonprofit_radio_20200515.txt

[00:00:11.14] spk_0:
Hello and welcome to tony-martignetti non profit radio big non profit

[00:00:16.08] spk_2:
ideas for the other 95%. I’m your aptly

[00:02:03.74] spk_1:
named host. I’m continuing with a dizzy production, audacity and zoom. No studio. I don’t know if you can hear that ocean. I hear the ocean. It’s not digital. Oh, I’m glad you’re with me. I’d get slapped with a diagnosis of ridiculous senioritis if you unnerved me with the idea that you missed today’s show leadership. In two recent shows, my guests agreed that Amy Sample Ward represents a shining example of vulnerable leadership. So who better to speak to about leadership, whether in a crisis or not? Then Amy Sample Ward. She’s CEO of N 10 and our technology and social media contributor and donor advised funds. Let’s relieve the misery of donor advised funds. There may be a lot you cannot find, but you’re not helpless. Maria Simple has advice, and resource is for finding and reaching the funds. She’s our prospect research contributor and the Prospect Finder. Last week I did say we’d have a 20 TC panel with Maria. Leadership just felt more timely on tony steak, too. Take 1/3 breath were sponsored by wegner-C.P.As. Guiding you beyond the numbers wegner-C.P.As dot com But Cougar Mountain Software Denali Fund is there complete accounting solution made for nonprofits tony-dot-M.A.-slash-Pursuant mountain for a free 60 day trial. And by turned to communications, PR and content for nonprofits, your story is their mission. Turn hyphen. Two dot ceo Here is leadership with Amy Sample

[00:02:13.94] spk_2:
Ward. It’s always a pleasure to welcome you, Amy Sample Ward. And there you are. This is not like you have to wait until I say, you know, there you are. You’re already here. You’re here,

[00:02:15.53] spk_4:
you know? And I get to see you, you know, normally shows or like, over the phone or whatever, So yeah, I can see you. Um, thank you for such a kind intro.

[00:02:33.34] spk_2:
Love it, actually, yes. That, uh, uh let me also remind people that, uh, you your you’re you blogged at, uh you still blogging any sample ward dot or

[00:02:44.50] spk_4:
ge? I mean, I do have the website, but normally, if I’m writing something that’s either for in 10 or yeah,

[00:02:48.53] spk_2:
I’ll scratch that no more. Aimee Semple ward dot org’s is still at a me R s board. Always very good. Okay,

[00:02:52.40] spk_4:
Yes. Happy to tony.

[00:03:04.54] spk_2:
So? So Yes. Two different panels, at least one of which is a special episode. So people have already heard it. Maybe both of them. But, um, you, Ah, I brought you up, actually, as an example of vulnerable leadership. And the panels agreed immediately. So it wasn’t just wasn’t only me saying it.

[00:03:13.90] spk_1:
And then

[00:03:14.30] spk_4:
we’ll have to go find those people. Send them in. Thank you. Guessed

[00:03:32.64] spk_2:
it was about one is about leadership. And the other one was about team care. I think I’m pretty sure those were the two. So that was the leadership. One was leadership number one for our special episodes. But here we are, the ship to so vulnerable leadership. What does that does that mean to you?

[00:04:00.34] spk_4:
Um, you know, it’s not necessarily a phrase that I would use because I guess maybe the phrase I would use and what that term means to me is just authentic leadership. You know, I think you can’t be authentic if you aren’t being all sides of your emotions. You know, if there’s only like, 11 version of how you are, then I don’t think it creates a lot of space for the folks that work with you, whether inside the organization or outside to feel like they’re allowed to have multiple emotions or thoughts. You know, if you’re kind of setting the precedent, that that’s the way you expect others to be When when you hold yourself to that,

[00:04:22.44] spk_2:
Okay. Authentic, I think.

[00:04:24.15] spk_4:
Yeah. I mean, we can see we can use vulnerable. That’s just, you know, maybe not the language that I think of myself.

[00:04:32.94] spk_2:
Okay, Um, authentic ce Fine. Yeah, but it z it suggests Ah, on honesty on open. Right. Ah, collaboration.

[00:04:52.04] spk_4:
Totally. And I don’t think, you know, I love that you use the word collaboration because that’s what I think about. A lot is like, if you really collaborating with other folks, you’re all kind of joining unequal space, right? To share ideas or talker. Come up with whatever the work is your your collaborating on and the same would be true in leadership and tough times, right? Like you have to really meet and create a space where everyone can have all those emotions and work through it together. Otherwise, you aren’t really in partnership with each other. Right? You are. You’re somehow separate from everyone.

[00:05:36.94] spk_2:
Yeah, right now there are There are leaders who are not of this ilk. They would say that, you know, emotions, emotions in the workplace. Um, they don’t that they really don’t belong. You obviously

[00:06:57.64] spk_4:
don’t agree with that. You you know, I think if you don’t have, if you don’t have the kind of emotional intelligence Teoh experience those emotions identify those emotions, understand where they’re coming from and where they’re trying Teoh lead you or what they’re telling you about how you’re taking an information, then you’re not really using all the tools that nature has given you, right? I mean, a big part of being a leader is developing a really strong gut, right? Being able to like, go do your research but also have, like, you know, in the moment where things should go right, like that’s I always think a great sign of someone that, um has strong leadership, regardless of the job title, is that they’ve developed a really strong gut. And the way you do that is 100% pure emotion. By understanding like how your body is reacting in the moment, Teoh an idea or two. A conflict and understanding. Not just best. Oh, I’m having this emotion. But I know why I’m having this emotion. I know where it’s leading me. I know what my gut is telling me to do right now, you know? So if you feel like emotions aren’t welcome or not professional or shouldn’t be in your workplace, I really worry that that has hampered the ability for both you and your staff toe like truly use all their skills

[00:07:03.74] spk_2:
and then but in the same but same talking, you have to be empathic right t to recognize the emotions in others through, um, official expressions, body language, tone. Right there. I start watering, were smiling. Let’s not keep it all negative. You right there smiling there. Um, so you have to see the emotion. I

[00:07:26.04] spk_4:
think that’s the piece that takes,

[00:07:27.76] spk_2:
you know, a

[00:08:35.74] spk_4:
lot of takes a lot out of people you know is is being able to not just read and understand how others are feeling, but kind of react to that. I don’t see manager because it’s not your job to, like, manage their feelings, but be able to react to it and and both of you have a strong interaction. You know, um, I also think there’s something I see a lot in the nonprofit sector that leads to burnout us folks truly being so empathetic that they’re taking on that emotional burden of either their staff for their community that they serve. You know, it’s something to be able to read and understand and operate within emotions. And it’s another to feel like you are carrying those emotions for your staff, you know, And it’s a lot to carry our own emotions alone, like 20 more people’s emotions, you know, And you ultimately can’t do that at least not very long without burning out. You know, so understanding how you can except and address and engage those emotions that your staff maybe having whether again, whether they’re positive or negative, and and then move forward so that you aren’t just feeling then responsible for every feeling that that person has, you know.

[00:08:51.78] spk_2:
So when you’re feeling emotional about something, getting feeling an emotional reaction or you’re sensing it in the person you’re talking to, you make it explicit. Do you? Yeah, comfortable enough space that you start talking about. You know, you raised the fact let’s put aside what we’re talking about. I’m getting a reaction from you or I’m feeling this reaction to what? Your Let’s talk about how we’re feeling.

[00:10:27.84] spk_4:
I mean, I think it’s hard to put anything aside. So in the moment, you know, just saying I’m really feeling this or how are you feeling about this conversation? You know, I think, and that as adults we have, especially in this sector, we have very complicated feelings. Sometimes often the feelings are like personally feeling challenged by something and at the same time knowing how much we might have to do it, you know? And it creates like an emotional conflict within ourselves. Teoh, hold two things that are maybe opposite at the same time. You know, um and just letting folks have the space to say how they’re feeling. Not just Do you know what your next steps are? Please go do them, you know, like, how do you feel about them? Because I feel like if folks don’t have space to maim and share and address how they’re feeling about things when they go to to move forward with those next steps, they’re either not going to go as maybe effectively or efficiently as they could because they’re still like, caught up in processing how they feel about them, you know? So just spending that probably shorter amount of time undressing how folks are feeling together essentially like speeds up them being able to go do the work. You know,

[00:11:10.80] spk_1:
it’s time for a break. Wegner-C.P.As We received our P PP funding. Now what? That’s their latest recorded webinar. What about loan forgiveness? How do you get the max forgiven? It sounds like this is sounding abs, religion, absolution. I absolve you. You are absolved. Um, but it is just forgiveness, not absolution. Wegner-C.P.As dot com Click Resource is and recorded events to find out more about these p p p loans and forgiveness. Now back to leadership with Amy Sample Ward.

[00:12:17.54] spk_2:
I identified you as AH vulnerable leader because of the video that you posted on the Internet website that was announcing the decision to cancel the to cancel the 2020 NTC, the non profit at the conference. And there were I think there were two times in that video that we saw you wiped tears from your eyes. And not only that, but you opened up to the fact that the conference represents 62% of and tens revenue for the year. So you’re not only gonna be without that revenue, then you also had penalties that have to be paid on. So new and additional expenses penalties paid for contracts that had medical. Um, so the I guess the parts where you were teary, tearful, you didn’t. Or did you think about taking those out of the video or or doing a take to where you will be showing less emotion to the public?

[00:12:25.74] spk_4:
Yeah, that’s a good question. I mean, at that point in the day, I didn’t know that there were tears left. I’d already cried in in every in every phone call I had for that day, you know? So I kind of thought I was dehydrated enough. Do not have that you bore

[00:12:42.07] spk_2:
about just just last month. I mean, yes, maybe our recording on April 28th it was Yeah. It was just last month that this will happen.

[00:12:53.50] spk_4:
I have goose bumps with you, just describing the day and having to make the video

[00:12:56.85] spk_2:
by our watering a little bit thinking about you.

[00:16:58.34] spk_4:
Yeah. I mean, I think the I mean, you know me, like I’m usually a one take person like, Well, however, that went is how it went, you know, But I guess that’s back to the authentic piece. But, you know, I also I mean, I got to the end of the video. I felt pretty good for, like, being able to continue talking. I never had to stop and cry. That felt that was kind of my bar, you know, like, I continue to talk the whole time, so that wasn’t success. And then, you know, I do it Thomas, our communications director, and said like, I cannot watch myself say those things again. So you watch the video. If you think I’m not holding it together enough, you know, I can try and do it again. And he was like, no thistles sign. You don’t have to try and do this again, you know, um but I think I have had a lot of seen back. I mean, I’m someone who cries. There are lots of people that cry, you know? Oh, and crying is great and healthy. And to me, feels like a clear sign that I I opened up the channels so that my my heart and my body can tell me when I’m feeling certain things, you know? And, um, I always cried the NTC, you know, because there’s such incredible, passionate folks. They’re sharing their stories. There are really wonderful people. Well, that we’re highlighting our awards. You know, I just get sad. That’s the last day, and everyone’s gonna leave. So, um e I have gotten feedback in the past, especially from women or non binary folks in the community that getting to see said someone willing to cry has made them feel like bay themselves. As someone who has those emotions is not unprofessional, you know, and is not doing something wrong, and she wouldn’t be who they are. So I appreciate those folks giving that kind of generous feedback. Like I you know, we don’t necessarily have a relationship. You have to tell me that, you know, So that’s a huge gift. But I also thought about that in the video after, you know, after Thomas said he was gonna use that and he said, like, it looks like you’re crying. Are you OK with us putting that out there and it was just like, this is really effin hard. Yeah, like I held it together. So I’m buying with with that. And like, maybe people won’t notice that don’t know me are paying this close attention to the video, you know? So I don’t think it’s that big of a deal, but it is really hard to say those things especially, you know, of course, we all the world is different now, and all these weeks later, we know a different truth. But at that time, these things were not known, you know? So, um, there’s there’s no reason that saying something hard has to be, like, straight faced and going No emotionless. Yeah. Um I mean, it was just just like a few, like the following sunday. Maybe after we canceled staff a staff person posted in our slack account that the Baltimore Convention Center, where we were meant to hold the conference was gonna be in Baltimore, was being transition to be a field hospital for Kobe patients. And it was like it was just a ah, huge emotional release for so many of us. Not necessarily sad, but just all those emotions, you know, that like we had put so much work into planning what we would do in that at space. And now, instead of us being there, there’s patients, you know. And what is that? How does that reflect on everything that we must have just gone through? So I don’t think there’s any way to have made that video or to have talked about that decision or those times without with without a lot of emotions, you know?

[00:17:33.84] spk_2:
Well, I admire the the willingness to share emotion and also to accept it in others. I I can’t only see how that would create a more collaborative, cohesive team, closer relationships with each individual team member on then and then as a result of a more cohesive team Overall, Uh, I can’t see. You know, I don’t I don’t understand people who, um, think that vulnerability is a sign of weakness, right? No, that makes you somehow makes you weak, and you have to be stoic. All

[00:19:41.06] spk_4:
right, very. It’s a very like white, dominant capitalist, patriarchal, even mode of thinking, right, because emotion and those paradigms is feminine and feminine is bad. Where we all have all of those traders, you know, and that emotion is uncontrolled, and that’s not good right, Those air, those air bodies of thought that want control. Um And I guess I also just would love a world where those air, not the bodies of thought, were operating with them. Right? That like we’re not We’re not here. T get the last dollar out of everything that I believe as a community, we have all the resources we need for the rural we want. It’s about working and really station ship with each other so that we can use those resources in the right ways, you know? And I think that piece about being in relationship with each other is the piece I think about. You know, when you’re talking about vulnerable leadership like if you’re in a relationship, you expect to be vulnerable with that person and have that person be vulnerable with you, right? That’s but so much of of kind of the U. S. Culture is like relationships are Onley romantic relationships like there are partner or spouse. Relationships are every person that we interact with, right? And if you’re really entering those conversations, those friendships in relationship with each other, you should be vulnerable with each other. You should be comfortable being vulnerable with each other. You know, like you and I have had off camera off camera, off audio, very vulnerable conversations, right about, like, personal growth and things that we want to work on. And that means that other craft conversations we have that maybe oranges emotional or art is vulnerable are better because we’ve also been able to have those other types of conversations, you know? So I think seeing leadership as maybe the person who stewards those relationships within the organization changes again the role in the dynamic of emotion there that you’re almost the one that has to be even more vulnerable because you’re the one saying we are in relationship here, you know? And we really should have have these connections with each other.

[00:20:39.84] spk_2:
See, this is why you’re the person who writes the books because you see, you take this from the microcosm that that we were talking about. And then you extrapolated to the broader community that has sufficient resources to achieve the missions and the goals that we want. If we could just channel those and work together. Yeah, you have ah, way of seeing the big picture. Thank you. I admire which I’d mind. Yeah, that’s a Europe. Yeah. You’re the book writing people. You know, things. If you have the books in you and those of us who have the more I don’t know, maybe more.

[00:20:42.74] spk_4:
The area is

[00:20:51.54] spk_2:
where the grounded worth the grounded level. But you take it to the next level. Um, well, so

[00:20:52.32] spk_4:
what? So can I, like, reverse the interview and s

[00:20:57.27] spk_2:
so I don’t like when, uh, you know,

[00:20:59.06] spk_4:
you don’t. That’s why I e

[00:21:02.05] spk_1:
ever turned you down. Maybe I did in the beginning.

[00:21:19.64] spk_4:
So? So just as like, a thought experiment. Not that you have toe, you know, share something that you don’t want to share on the air. But you know it. There are there examples when, like, what’s your anti? See a video? What’s what? You had to share something. It is not to being broadcast with the world like our video, but you know it. Is there something that wasn’t wasn’t bound within a romantic relationship, but was an example where you were having to share information or news or ask a question that required your vulnerability in relationship with someone professional?

[00:22:13.04] spk_2:
Yeah. The ones that come to mind are a couple of a couple of shows. A ah show on diversity equity and inclusion with Jean Takagi. Where we, you know, we talked explicitly about white male power. Yeah. Ah, and history. Um, and then another one that you and I did I don’t remember Was that it was at a d I conversation? No, it was when you and I talked about poverty. Porn?

[00:22:19.29] spk_4:
Oh, yeah,

[00:22:25.44] spk_2:
that was, uh, that was a moving one for, um, So those are those are a couple of those mind. Yeah.

[00:22:31.06] spk_4:
Thanks for sharing. What is Iris? Yeah, I know. You want to turn it back around?

[00:23:51.94] spk_2:
No, no, because I there there are There are people who have, you know, have this format, But going back decades, um, who I admire like Dick Cavett. Cavite is ah, seems to be a very vulnerable and authentic host of his show. And there’s hundreds of clips on YouTube of him. Yeah, and he opens up, and I you know, um, there are other folks as well. Ah, maybe lesser known, you know, but that I take cues from yeah, producing the show. But in being a host, like the host guest interaction, Dick Cavett is is my number one because he because he is so authentic. Yeah, so it doesn’t, you know, Yeah, I think those were sort of breakthrough moments. I would count those. I don’t know if you count your in 10. You know, the NTC cancellation video is a as a highlight of your career, but when those conversations happen, it’s completely organic. You know? I know D eyes a sensitive topic, but I didn’t know that I was going to get emotional with g discussing it. Right. But

[00:24:41.44] spk_4:
I think part of that reflection that you’re having is also the acknowledgement that whether the topic is sensitive or not, it’s that you feel personally responsible for your actions within that topic, right? Like I think about, um, I have some friends who have had a history with cancer, and, you know, when they share stories of Dr that was like and here’s like the news, blah, blah, blah, it’s so hard. And somehow it is easier when the doctor is also sad, you know, and feeling like this is really hard. We’re gonna talk about this. We’re also gonna talk about treatment and and whatever, but you don’t have to not share the news, But you also don’t have to share it in a cold way. You can be. You can you can share in that kind of personal space of that topic with someone, and I kind of hear that in your reflection. You know that? Yeah. Is it? It’s a hard topic, but you were willing to be kind of responsible for yourself in that topic, you know?

[00:26:02.35] spk_2:
Um, all right, So how does it let’s bring it back this back to the leadership, then? Yes, Um, where we’re talking about being open emotionally, being authentic, Um, empathic, I think subsumed in all this is listening, active listening as well as feeling emotion, hearing words as well as as well as taking in the full person. Not just not only what they’re saying, but listening to their words. Um, curious minded, sometimes in leadership, uh, one of the at least one of these, uh, previous special episodes. The idea being curious minded, you know? Yeah. Asking questions, not just taking what said. And I guess, you know, ignoring your own questions about it, being willing to admit that you don’t understand something that someone has just explained you know, maybe you’re hearing it for the first time. It doesn’t have to be a technical subject. You know, it could be a to be a very emotional subject, but you just don’t You don’t quite you don’t grasp. But you’re curious enough and authentic enough to ask, you know, could you flesh it out more?

[00:26:21.08] spk_4:
Yeah. Being curiosity is

[00:26:25.60] spk_2:
I just don’t understand what you’re all

[00:28:31.24] spk_4:
right. I think curiosity is something that folks could use so much more. I feel like I don’t hear folks talk about curiosity very much. And I feel like it could be a pass for all of the times When you’re like, I don’t get what you’re saying instead of having to say or fight and some nice way to say, like, can you please repeat that? Because I don’t understand. You could say I’m really curious, you know, like, can you keep talking about it because I’m just very curious. And using curiosity as Urine road both for understanding and kind of letting folks further explain themselves is such a kind of positive neutral entry point instead of you’re not making sense, right? Or you did not explain that to May right. It’s like I’m curious. Please just keep keep explaining. You know, um and I think the other part of what you’re saying there is acknowledging that as a leader. And again, I don’t think a leader is only someone who has, like, CEOs, their job title. Anyone in any moment is maybe the leader right of their project on their team or whatever, but acknowledging that you don’t already know everything in my experience, that looks like not knowing how to do any certain thing that pops up as an organization. It’s so much more freeing for me as an individual t just openly say, Well, it’s certainly never canceled the NTC before. So, like, I don’t have answers to your questions about what we’re about to do. But I know that we’re gonna stay in relationship. We’re going to stay in this room. We’re gonna stay in this together, and collectively we will figure out the answers to those questions. We will figure out what it is we need to do, and then we will do it, you know. But, um releases myself of having to, like, anticipate every single question to know the answer. When, of course, I don’t know those answers. I’ve never done this before. A lot of people, you know? I mean, we’re on our, uh, you event planners association list. And everyone in March was like, I’ve literally never canceled an event What we stole student yet saying, because that’s not the world that we’ve ever lived in. So getting to let go of that expectation for yourself, Let’s your staff again. Let’s hold it for themselves. You know? And I think more deeply creates unauthentic relationship where staff could say, wow, Amy openly admitted that she had no idea what she was doing. Now, I don’t feel as much pressure to say I don’t know what I’m doing. Can you help? You know, and

[00:28:52.24] spk_2:
coming from that creates, I think, builds confidence in the team that can. None of us knows now, but collective 20

[00:28:59.63] spk_4:
four hours later, collectively, we figured out

[00:29:02.08] spk_2:
we’re gonna figure it out. Yeah,

[00:29:03.39] spk_4:
Yeah, totally. I think it builds a lot of the like resilience muscles, you know, because people have experienced Whoa, I’m up against the wall. I don’t know what to dio. We set out loud that we don’t know what to do. We came up with a plan together, we implemented the plan. Look, now we’re moving forward, Okay? Next time I’m up against that wall of I don’t know, I can say, Oh, I’ve been here before Like I have the muscle memory to say, Hey, like, even faster this time I’m gonna raise the flag that I don’t know what to do. And I need help, you know? And it cuts down on all that shirt, You know, Um and it makes it less emotionally trying, I think because you’ve already done it Waas, you know, And now you could say, Oh, it wasn’t like this. It wasn’t Is that as I thought? So it’s not gonna sting when I say, hey, I don’t really know what

[00:29:47.89] spk_3:
to do. Yeah, through

[00:29:49.37] spk_2:
that NTC cancellation in 21. Wait,

[00:30:00.54] spk_4:
do anything now? Yeah, exactly. Exactly. Yeah.

[00:30:01.74] spk_6:
Um let’s talk a

[00:30:28.89] spk_2:
little about self care, as as a leader Teoh to be authentic and vulnerable. Um, I think there are things you have to do for yourself when you’re when you’re not. You’re not the CEO. Um, how do you know if you think about it explicitly is I’m gonna take care of myself. you probably don’t. That sounds that sounds too. I e take care of myself so I can take care of intent and the technology in the non profit space now. But

[00:31:38.30] spk_4:
I think about it. More regeneration. You know, whether I need to have energy again for tomorrow. Or sometimes I’m looking at my calendar for the day, and I think, like, what do I need to have the energy I need for for those other meetings I see coming up, Like, I might see that there’s a meeting that I know is gonna take a lot, you know, And there I’m sure many people listening to this understand, like sometimes you wake up and you look at your calendar you like, how do I have literally eight hours straight of back to back meetings like this is not a human’s schedule. So I will bump some of those meetings and give myself okay. I think I need this pacing. I think I’m gonna need a break before this other, you know, discussion or whatever. Um, and move those meetings, but so there’s like the tactical calendar management. I really do think it’s self care if you are setting yourself up to have days that aren’t sustainable. You’re not gonna make it through, you know? And yes, we all have demands on our time, But we’re also in charge of our time and we can say actually, have two minute insisted I’m gonna be present with you. So why should we even bother talking? You know, let’s move to me.

[00:31:42.81] spk_2:
You are in control of your own calendar.

[00:33:24.54] spk_4:
Yeah, and the other thing that I have found, at least for me, is having a really strong meditation. Practice helps on a daily or multiple times a day place because for me and you know, this is just what works for me and my personality and my mind, this doesn’t like prescriptive. And of course, if you don’t do this, something’s wrong. But for me being able to sit with how I’m feeling with how I’m reflecting on actions or conversations, being able to like, kind of come home and be accountable to myself is the hardest judge. It’s a lot easier, I think, people, I think it’s easier for folks that I work with our relationships with Teoh Teoh, give me a pass out of things that I know. I’m gonna be harder on myself than someone else. What? I think that’s true for many of us, right? We’re always our harshest critic, so accepting that in creating space where I’m really just sitting with myself and having to accept and let go or process or or make a plan for something has helped me tremendously because I can then let go of something instead of, you know, kind of keeping it in the doctor, my mind haunting May as I move forward, I could say, actually, like, clearly that didn’t go the way I wanted it to go. I wasn’t the version of myself I wanted to be. And, you know, there’s been whatever restoration I’ve apologized or I’ve talked to that person. But that piece is done, and the peace with myself is still there. And using meditation as a process for kind of accepting myself on letting those things go has has really created a lot of space, I think, for growth in my in myself and in my job,

[00:33:36.34] spk_2:
its authenticity with yourself. Yeah, comfort with yourself.

[00:34:06.24] spk_4:
Yeah. Yeah, And I think the biggest lesson honestly is, except like I’m someone who loves to learn. I think that if you already know everything about what you’re doing, you’re probably quite bored. You know, I’m glad that I show up to work and like what I do, What I have to do today. Let’s get this out. You know, that feels great. It’s like I get to stretch every day. Um, but it also means that I have to learn things the hard way, you know, because I didn’t already know them. And so having that meditation practice, just sit with myself and say like, it’s OK that I didn’t know that it’s okay that I learned it in a real rough way, you know, and and really think about what? Out of that experience I did learn and back to what we were saying earlier. Like all of those pieces of acceptance and acknowledgement and and reflection kind of get filtered in to building a stronger and stronger gut, you know, so that the next time I’m in that situation, I can hear and listen and say, Oh, I know what’s happening here. Like I’ve got all those little puzzle pieces telling me this is the same as that one time, you know and know how to move forward in the moment,

[00:34:57.24] spk_2:
I feel like leaving it there. Is there anything? Is there anything you wanna you want to leave our listeners with?

[00:35:36.84] spk_4:
I guess I would say, Of course, everything I’ve shared is my own experience in reflection, and we’re all different people. But if there’s part of you that’s wishing that you had done something differently or could be more vulnerable with your staff, or just operate Maurin relationship with the people that you collaborate with, you can just start doing that. There doesn’t have to be like announcement that’s rolled out that today you will start, you know, operating differently or communicating differently. You don’t You don’t need to save it because you’ve operated a certain way. You have to stay in that way like we’re humans, and we’re meant to change and evolve and grow. So if you want to be more open, just start being more open. Even if it feels awkward at first. You’ll get better at it cause your practice, you know, and then you can can have that be your default,

[00:36:08.08] spk_2:
every sample ward. Love it. Thank you CEO and our social media, social media and technology contributor and you’ll find her at a me R s Ward. Thank you very much.

[00:36:11.93] spk_4:
Thank you, tony.

[00:36:17.33] spk_2:
So good to talk to you. Yeah, like here. Keep

[00:36:17.65] spk_1:
taking care. Yeah. Keep taking care of yourself.

[00:36:19.83] spk_4:
Yes. Stay well.

[00:36:22.12] spk_2:
You too.

[00:39:28.11] spk_1:
We need to take a break. Cougar Mountain Software. Their accounting product Denali is built for non profits from the ground up. So you get an application that supports the way you work that has the features you need and the exemplary support that you can count on and that understands you. They have a free 60 day trial on the listener landing page at tony-dot-M.A.-slash-Pursuant. Now it’s time for Tony’s Take two. Take 1/3 breath. I’m tripling down on my relax ation advice. It is not merely okay for you to put yourself first at some time each day. It’s essential you have to do it. Make time for yourself each day. Make it the same time each day. If that helps you remember to do it. Hopefully you don’t have to forget you don’t forget that you come first sometime. But I understand working through your in a you’re gonna flow. I understand that. So maybe making it a definite set time. Each day helps you to put aside that time for yourself. But you’re being asked to do stuff that you hadn’t done before in ways and in a place, your home. But with, you know, circumstances around that you haven’t been asked before. And if you have Children, then you’re being asked to do all this while your kids are home. It takes toll on you, so you need to take time for yourself to rejuvenate its not just relaxing. It’s rejuvenating its recovering time recovery time. So please take that time for yourself. For me, I go outside. Um, like I said earlier, I don’t know if you can hear the ocean in the background, but it’s there. Um, I got this ocean across the street every day. I wake up it ZX still there, so I go outside 2030 minutes. Maybe it’s Ah, lunch, uh, or just sitting. If it’s not nice enough outside, then I sit inside and have lunch inside, looking out of the ocean or just watching sitting on the sofa watching. So whatever it is for you, you may not have a notion. Ah, what can you do for yourself. A walk, a trip to a park? Uh, it may be It may be listening to music. Um, if that’s if that’s good for you, whatever it is that can help you to rejuvenate Recover, do it. Take the time for yourself each day, please. That is tony. Stick to now. It’s time for donor advised funds with Maria. Simple.

[00:39:45.22] spk_6:
My pleasure to welcome back Maria. Simple. You know who she is? She’s the Prospect Finder and our Prospect research contributor. She’s at the prospect finder dot com and at the Prospect Finder. Reassemble. Welcome back.

[00:39:47.12] spk_3:
Thanks, tony. Good to be here.

[00:40:22.91] spk_6:
Yes. Well, I’m sorry you can’t be with me at the beach. I don’t know if the video is gonna turn out okay, but I just decided that any schmoe could record on zoom and put an ocean background, uh, behind them. But, uh, any Schmo can’t just walk to the beach and get unauthentic ocean background. So I’ve got one good using card. I’m tired of being in just any Schmo. No, I’m breaking out now. No, no, no. Most smiles. You know, most smoke for may. You’re doing a okay, right?

[00:40:24.71] spk_3:
We’re doing just fine. Thank you. Yeah. Like you were blessed to live near near the water and can get out for a beautiful walk. Clear your head and get some fresh air.

[00:41:05.01] spk_6:
Yeah, I’m looking East, Uh, in your direction. Right now, you’re several miles up or over, actually, not up, but, uh, looking east. I’m looking in your direction. Nice point. Puffy clouds you got there. So we’re talking about donor advised funds. What? Yeah, you know, they’ve been around for years or nothing new? Uh, no, that it could be a source of headache for non profits. Why do you feel like now is a good time to talk about it? Well, you know, I’ve been hearing a

[00:41:38.77] spk_3:
lot of discussion about them recently, and I think that, um, about sure if that’s because in this period of cove, it a lot of people are using their donor advised funds to make some contributions to organizations to help them out. But I started doing a little bit of digging to see really just how large feet I’m going to say the industry because the come and what I found was this report that’s put out annually by something called the National Philanthropic Trust. And they dio a donor advised fund report every year. And I couldn’t believe when I saw that the, um the rapid growth that they’ve had, that they had an 86% increase in contributions in the last five years to donor advised funds.

[00:42:02.40] spk_6:
Okay, that’s money. That’s money into donor advised funds. How about money coming out of them getting into charities hands

[00:42:50.68] spk_3:
so that that number was 23.42 billion with a B. No, I feel very significant number. And so, anyway, it’s just something that I thought we hadn’t covered really in the show and something that we probably shouldn’t ignore. Um, it’s really vexing for fundraisers for prospect researchers because, um, donors will often set these up as a way to perhaps give Anonymous anonymously in some cases, although, according to Fidelity, about 90% of donors go ahead and say, you know, release my name and contact information to the non profit when I make this gift. So I thought it was something we could at least explore talking about.

[00:43:34.80] spk_6:
Yeah, I think vexing is ah, good way to describe it, because I’ve been hearing this for years, that charities get frustrated when ah, get these gifts and they they have to then follow up with the company of the administrator for the for the of the fund and and plead for donor information, sometimes to get it. Sometimes they don’t wait. You just said about ability. Um, I don’t know that older people I know all the times don’t do that because we’re hearing these frustrations for years. So, uh, all right, so you got some ideas about what we can we can do to overcome these vexations?

[00:45:42.01] spk_3:
Yes. So I thought we talked about some prospecting. Resource is, you know, to do some proactive prospecting. Obviously, if you have the name of the donor advised fund, you would do some additional research on it. But you can also, um, just try and do some proactive prospecting. Your resource is you can use for free. Um, and fee based resource is as well. So let’s start with free, right? You can certainly try and Google, right? You can google the ah donor advised fund and maybe your state and see how maney come up in maybe articles or listing somewhere in a state listing. But I thought guidestar had some some pretty good information for for the nonprofits to start doing some proactive prospecting and list building of donor advised funds that might be in their in their area. Um, so one example that I that I pulled waas um, I just went ahead and searched just on the term donor. Advised I left off the word fund. I just you know, sometimes less is more when you’re doing these these types of searches. Okay, So I typed in the word donor advised in guidestar. Um, and this is under a free account, and I, uh, down nationwide, it came back with 527 search results. Um, I was able to sort by gross receipts. That was interesting to me. Just to kind of see, you know, largest to smallest type. Um, and top top number one, As you might expect, we’ve already mentioned it with fidelity. Um, so number one came up its fidelity number two Jewish Communal Fund number three, Goldman Sachs, Philip Philanthropy Fund number four, Silicon Valley Community Foundation and number five. You guess number your

[00:45:42.97] spk_6:
your community trust.

[00:45:48.99] spk_3:
Actually, no, it’s Ah, vanguard. Okay. I want to be able

[00:45:52.72] spk_6:
to guess that New York community profound spotless that for? Well, I just want to stay. Keep the guests. That newest community trust

[00:45:57.81] spk_3:
actually didn’t even make top 10.

[00:46:19.23] spk_6:
Alright, Alright, alright. So if we have these, all right, we have we have We know that we know all the players now. 520 some, uh, but there still is. The individuals control the money in the funds. What? What do we do now that we know the names of the funds? So one of the things

[00:47:11.38] spk_3:
that you could consider doing is seeing if the fund is somewhere nearby or whatever. Try and, um, you try and develop a relationship with some of the personnel at at the fund itself, right? So these would be employees don’t eyes front and not necessarily the family. Ultimately, if you see the family’s name attached so it might say something like, um, the Maria Simple Fund at Fidelity. Right? That might be the formal name that ends up coming through. So then you would research on that person’s name as much of a hand and using a lot of the research talked about here on the show minimum Coble, especially first time you’ve ever received a gift from EPA. Wow. That’s why.

[00:47:31.06] spk_6:
Wait. All right, So So you’re saying you first you search the fund in searching the funds and guidestar individual names come up. Is that what you’re saying? Well, I’m gonna be o

[00:47:54.88] spk_3:
of the big funds, but the smaller don’t recognised may have the person’s name as well, right? So you want to make sure that you’re just doing some in depth research, So even on the big ones you’re able, Teoh, you’re able to see a list of gifts, and they give how they paid out. Even look at every gift. Fidelity’s the Fidelity investment charitable gift, but is make, um and say you’ll have

[00:48:37.87] spk_6:
Okay. Okay, So you going todo and that. Okay, you look at the 9 90 of that funding. You can see the gifts that came from there. Right. Okay, right away. That’s down for Ah, a couple minutes before that. Was the Beach patrol going by one. Make sure everybody everybody knows this is an authentic background. I don’t want to be any any, uh, questioning of my integrity on background. That was the beach patrol girl by Okay, um, all right, So? Well, yeah, you could. You could start a cross match The larger fund names that you find with your with your own. Crn You could do that too,

[00:49:17.21] spk_3:
right? Right. Absolutely, Absolutely. Okay. Um, and and so, you know, like I said, for freight, somewhat limited as to what you can search for. One of the fee based resource is if I might just mention that people can take a look at and also get a free trial to, um is I wave, so you could definitely try it. Try that one out. Um, I had done a search nationwide to see just on the terminology advised fund and yielded over 16,000 results. Now, some were duplicates, right? So some were mentioned with months. Um, I just

[00:49:28.74] spk_6:
What? What is I wave? What is that? What does that have to do?

[00:49:33.17] spk_3:
So it is, um, It’s similar to, you know, we’ve talked about some of these other fee based resource is before, like, wealth and so forth. So it’s a tool that prospect researchers will use. That is a fee based resource. Um, and so you’re gonna get your yield a lot more surgeries, adults, and you can manipulate the data and export spread meats and so forth.

[00:50:03.61] spk_6:
So you could also use waiting for individual prospect research. Well, yes, absolutely. Get get out what people would get for their see if you have a struck tie with any idea what the seas are. Do you remember?

[00:50:13.60] spk_3:
Um, I don’t know right now, You know, I usually don’t like to try and get into that on your show because it lives forever. Right on your

[00:50:21.56] spk_6:
Well, yeah, I was, I would say it was from 2020 or something. Okay.

[00:50:25.74] spk_3:
Yeah. Yeah. So I would recommend because normally what will happen is you’re gonna Also it’s a screening tool. So you could also do it on entire screening of your database. So usually they’ll bundle it in, Um, you get a screening done, and then access to the to the search tools for, like, a year or something like that. So very often the fees are gonna be based on your dad.

[00:51:13.70] spk_1:
Time for our last break. Turn to communications. They’re former journalists so that you get help getting your message through. It is possible to be heard through this Corona virus cacophony. And you want to be heard other times beyond this. Of course, they know exactly what to do to make that happen. They’re at turn hyphen two dot CEO, you’ve got but loads more time for donor advised funds.

[00:51:23.90] spk_6:
Okay, so you’re you’re against your cross referencing your search results with your own C r m.

[00:52:04.04] spk_3:
Right? Right. So, you know, I like the fact that you can exported into the spreadsheet again. You cross check it with your own C R M. Maybe circulated with Lauren Development Committee are other staff members And have a discussion. I started getting curious, you know, out of all those house. Well, how many of those funds donor advised funds are in North Carolina, right where we’re both residing and actually tries to order 177. Results from Dr Guys funds. It came up just in the last five years or so. Um, so

[00:52:08.25] spk_6:
that is it. Right? That doesn’t sound like very many. 177 donor advised fund gif ts the whole state of North Carolina for five years.

[00:52:16.56] spk_3:
No, those were a donor Advised funds.

[00:52:25.44] spk_6:
All those in the funds, not the gift from the OK, Those aren’t the individual accounts in the funds. Okay, There are almost 600 funds in North Carolina. OK, got you

[00:52:29.83] spk_3:
170 7

[00:52:34.65] spk_6:
177 OK? Yes. Yeah.

[00:53:13.42] spk_3:
Anyway, there certainly something Teoh look for. Especially if you’re trying to reach out to more regionalize families. And, you know, that might be concentrating there. They’re getting in your particular state because then you can see exactly where the gifts on. You know, the types of organizations that A that the owner of my sons have been looking for example. So you can see, you know, there that the gift that here was here, the gift was made. Ah, you can see the where the gift was made, the type of non profit that it is. It’s you. No, you can’t. Yes, You get a lot of data.

[00:53:39.99] spk_6:
Okay. So you could see the charities that they gave Teoh for those similar to your your work. Okay. Exactly. So maybe so. Maybe I waves worth the extra extra money. Whatever it iss. All right, just, uh I wave dot com or yeah, yeah. Oh, um, so couple other things

[00:54:44.24] spk_3:
I wanted to let everybody know about, um I learned that there’s a site e a f not award. Okay, DF direct and what they what you can do there is. It’s a great tool for non process use, and it facilitates giving, um, through donor advised funds. There’s a widget that you can add as a non profit chili gordo so that, as people are, you know, maybe research on their own and, you know, for non profits to donate to in their community, if they stumbled on your organization in their own search, right, maybe they’re using GuideStar or another similar tool to research nonprofits. If you come up and they get to your website, why not make it is easiest possible to connect directly from your website to their donor advised funds. So it’s a widget that connects don’t raise funds and to the donors.

[00:54:52.74] spk_6:
All right, so people are browsing your site. They can click on this and give

[00:54:53.29] spk_3:
him a

[00:55:01.74] spk_6:
group, right? But they have to have a donor advised fund at one of the one of the entities that coordinates or that’s affiliate with this ridge. It right?

[00:55:17.96] spk_3:
Yes, but so many of them are right now, so it’s definitely something that that actually was. I was doing my research for this show that came up multiple. Bless you.

[00:55:19.24] spk_6:
Told you I said I was gonna sneeze, but you’re that’s you’re talking.

[00:55:23.93] spk_3:
So it definitely is worth looking at that site and seeing if that’s a widget. You may want to add to your own website because it’s gonna cost anything.

[00:55:45.67] spk_6:
Okay, Okay. And they’re affiliated with some of the top ones. Okay. All right. Um, you could also be talking to your You know, you could always reach out to your donors. Um, through Europe, you’re here. Whatever your channels are to remind them that they can make their own donor advised fund distribution. You know, technically, it’s a recommendation. But 99.9% of the recommendations get accepted. Approved. But, you know, you could just be directly reminding donors that they can give to you through their donor advised fund.

[00:56:09.13] spk_3:
That’s right. That’s right. So make sure that Burbage is on your website and any other marketing materials and communications that you have.

[00:56:24.73] spk_6:
Yeah. Yeah. Just remind you people. Um okay. I mean, that that was an easy one. Just what else? Ah, you’ve been thinking about this longer than I have what else will?

[00:56:28.98] spk_3:
So the other thing, too that I think some people forget to ask for is to set up recurring gif ts to your organization. So if you’re already getting some money from a donor advised fund, why not approach those that family and see if they’d be interested in setting up recurring donations to your organization? Supposed to a one once a year gift. So very often it’s very easy for the fund administrator to set that up for you. Um, so that would be a great way to bring in some additional, more consistent cash flow here, or there you

[00:57:02.20] spk_6:
go. Yeah, right. Sustaining sustainer gifts from donor advised funds. Okay.

[00:57:07.97] spk_3:
Yeah, yeah, yeah, Absolutely. Um, and then, you know, finally, you want to think about success successor gifts, So you can have, um the organization can be named as his successor after the donor dies. So you you know, as you know, tony and plan giving and so forth the language has to be set up properly and so forth, so that might be a discussion to have with people a swell to breathe. The organization to be named as the successor to the fund

[00:57:43.01] spk_6:
Okay. Very good. Just wait. Same way donors can name your organization to there as a beneficiary of their life insurance policy or pension IRA. Any any. Any financial asset with, ah, people on death or a transfer on death closets called. But you don’t have to know that. Just you have to know this is a death beneficiary possible and that can apply to your donors. Donor advised funds as well.

[00:58:08.29] spk_3:
That’s right. That’s right. Yeah.

[00:58:13.62] spk_6:
All right. Very simple. Cool. Um, anything else I don’t want to cut. You don’t cut you off? No,

[00:58:16.80] spk_3:
I I’m looking at my last Avenger. I’m looking at my notes, and I think that I think we covered all the bases that I want to touch upon And, you know, just making sure that people understand that even though they can be vexing, there are some things that you can do to research them and to build relationships and definitely thanking and stewarding those that are already donating to you through a through a donor advice fund.

[00:59:53.37] spk_6:
Yeah, Yeah, absolutely. Don’t don’t be put off by these things And there’s enormous amounts of money in them. Is enormous amounts of money coming from them to charities. Um, everything you said? I agree. Just like yeah, they’re not going to Calgary. Oh, yeah, you can’t be. You can’t be put off by the vexations. You may not find out whoever who every gift came from, but you can make efforts best efforts and you’ll find out a good number of them. And you will be able to thank your donors. I remember, you know, and some don’t just want to be anonymous. No, they just don’t want to be. No. So that’s your donor’s choice. It’s not the administrator deliberately frustrating your purpose. Your donors. Some of the donors may just want to be anonymous, and that’s their prerogative. So except that move on to the donors that you can find and thanking and well, solicit for the future. So definitely look into donor advised funds. Don’t be put off by them. There’s enormous wealth in them. There’s enormous wealth coming from them. Okay, Thank you. Very simple. Alright, Maria Sample. She’s the Prospect Finder. The prospect finder dot com our prospect research contributor our doi end of their cheap and free. Uh, you’ll find her at the Prospect Finder. Thanks very much. Foria. Thanks.

[01:00:09.12] spk_3:
Have any good to see you

[01:00:48.58] spk_1:
next week? 20 NTC panels. Most likely if you missed any part of today’s show, I beseech you, find it on tony-martignetti dot com were sponsored by wegner-C.P.As guiding you beyond the numbers. Wegner-C.P.As dot com by Cougar Mountain Software Denali Fund Is there complete accounting solution made for nonprofits tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial and by turned to communications, PR and content for nonprofits, your story is their mission. Turn hyphen two dot ceo. Our

[01:01:28.50] spk_0:
creative producer is clear, Meyerhoff. I did the postproduction Sam Liebowitz managed The Stream shows Social Media is by Susan Chavez. Mark Silverman is our Web guy. In this music is by Scots. He was the next week for non profit radio big non profit ideas for the other 95% Go out and be great talking alternative radio 24 hours a day.

Nonprofit Radio for March 6, 2020: Board Members As Relationship Builders & Maria’s Free Resources

I love our sponsors!

WegnerCPAs. Guiding you. Beyond the numbers.

Cougar Mountain Software: Denali Fund is their complete accounting solution, made for nonprofits. Claim your free 60-day trial.

Turn Two Communications: PR and content for nonprofits. Your story is our mission.

Get Nonprofit Radio insider alerts!

Listen Live or Archive:

My Guests:

Peter Heller: Board Members As Relationship Builders
There’s more to board fundraising than parlor evenings and give/get. Your members can engage your networks and build relationships around giving. Peter Heller shows you how. He’s principal of Heller Fundraising Group.

 

 

Maria Semple

Maria Semple: Maria’s Free Resources
They’re Candid.org for foundation research and FEC.gov for campaign contributions. Maria Semple unlocks their treasures. She’s our prospect research contributor and The Prospect Finder.

 

 

Top Trends. Sound Advice. Lively Conversation.

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

Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.

Get Nonprofit Radio insider alerts!

Sponsored by:

Cougar Mountain Software logo
View Full Transcript
Transcript for 479_tony_martignetti_nonprofit_radio_20200306.mp3

Processed on: 2020-03-06T20:55:01.051Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2020…03…479_tony_martignetti_nonprofit_radio_20200306.mp3.172960576.json
Path to text: transcripts/2020/03/479_tony_martignetti_nonprofit_radio_20200306.txt

[00:00:24.99] spk_3:
Hello and welcome to tony-martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host. We have a listener of the week, read Stockman

[00:00:26.02] spk_0:
in Fairfax Station, Virginia. He shared the show by tweeting. Tony-martignetti has an awesome radio show. Give a listen. Thank you. Thank you very much for that. Reed. Thank you so much,

[00:00:39.94] spk_3:
folks. You share, I shout, Reid says in

[00:00:44.74] spk_0:
his profile. Job leads welcome. So he does philanthropy, tech fundraising, research and curation. If we can help read out, please do what you know of a job that would be right

[00:00:53.28] spk_3:
for him. He’s at Reed. Stockman read

[00:01:37.74] spk_0:
Congratulations on being this week’s listener of the week. Oh, I’m glad you’re with me. You’d get slapped with a diagnosis of metastasized, a phobia if you missed our sixth show in the Innovators. Siri’s board members as relationship builders, there’s more to board fundraising than parlor evenings and give get. Your members can engage your networks and build relationships around giving. Peter Heller shows you how he’s the latest in our innovators. Siri’s he’s principal of Heller Fundraising Group and Maria’s Free Resource is their candid dot org’s for foundation Research and FTC dot gov for campaign contributions. Maria Semple unlocks their treasures. She’s our Prospect research contributor and the Prospect

[00:01:48.79] spk_3:
Finder. Tony Steak, too. Planned giving relationship stories were sponsored by wegner-C.P.As guiding

[00:01:51.08] spk_0:
you beyond the numbers wegner-C.P.As dot com

[00:01:54.44] spk_3:
But Cougar Mountain Software Denali Fund

[00:01:56.83] spk_0:
is there complete accounting solution made for nonprofits. Tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial and by turned to communications, PR and content for nonprofits, your story is their mission. Turn hyphen to dot CEO.

[00:02:14.29] spk_3:
It’s a pleasure to

[00:02:33.47] spk_0:
welcome to the studio. Peter Heller. He’s Principle of Heller Fundraising Group. The staff of six consults with nonprofits for capital campaigns, feasibility studies and major gift programs. Before founding the company, he was a fundraiser at Columbia University and four universities before that. The company is at Heller fundraising group dot com, where they have free tools for fund raising.

[00:02:40.03] spk_3:
Welcome. Peter Heller.

[00:02:41.54] spk_4:
Hi, tony. It’s great to be here.

[00:02:42.89] spk_0:
Yes. I’m glad you made it

[00:02:44.71] spk_3:
back. You were You were just in Costa Rica.

[00:02:47.34] spk_0:
I was just got back yesterday. Is that right?

[00:02:49.18] spk_4:
I did

[00:02:49.67] spk_0:
tonight and last night

[00:02:50.71] spk_4:
I got lead. I got back last night.

[00:02:53.14] spk_0:
House. Costa Rica for a vacation.

[00:02:54.71] spk_4:
It’s amazing. I want to go back.

[00:02:56.85] spk_0:
Why? Why is it so amazing?

[00:03:09.67] spk_4:
Beautiful jungle flowers and trees. All my house plants actually air their e. Got to visit all of my house plants. And And there’s a beautiful Yeah, they’re they’re cousins.

[00:03:11.58] spk_0:
And then, of course, to beaches. Yeah, because

[00:03:13.96] spk_4:
I only got to the Caribbean Coast, but it’s it’s wonderful. Uh, yeah. Beautiful place to be. Great people.

[00:03:20.05] spk_0:
Glad you made it back in time. I came just for you. Thanks for doing this on. Not quite, but I did talk you into doing your first day back. Thank you. Um,

[00:03:28.81] spk_3:
okay. Board from board

[00:03:34.19] spk_0:
Fundraising Difficult, difficult, Difficult for board members to be successful at. What’s the What’s the trouble?

[00:03:39.14] spk_4:
Very true. So, you know, I was thinking about the title of our of our talk, which is board members as relationship builders. That was mine. Yeah, and yet very good night. Are

[00:03:49.61] spk_0:
you Are you okay with that consent?

[00:03:52.45] spk_4:
And the

[00:03:53.00] spk_3:
reason I

[00:04:39.64] spk_4:
was thinking about it is that relationship builders For what? Now I’m a fundraiser, a fundraiser, consultant, and but if you take a step back, it’s really we want board members to think of themselves as relationship builders, for the organization with people in the community and that those relationships, if you’re a fundraiser, you really want those relationships to net money. That’s true. Let’s not pretend, right? Yeah, let’s not pretend that that’s not true. And the the reason is called Relationship Building is you want strong relationships that are going to extend beyond money and be way more than just transactional so that you and the other people that you’re building relationships with as board members help your organization make your community stronger, Not just the organization, but that’s the key point that I’m going to get to but really make your organization.

[00:04:51.60] spk_0:
This is all that does. That’s aspiration, right? Absolutely. What? Where are we falling short? Well, in working with our board members as fundraiser.

[00:05:03.79] spk_4:
So first, let’s say there are organizations that are doing a great job engaging their board members as advocates for their organization and where, believe it or not, they’re board members air actually enjoying their board service because a lot of times when I go in the board rooms, you get this feeling that there’s just this this heavy weight on everybody’s shoulders like, Oh, my God. Why did I sign up for this volunteer? You know what I mean? Yeah, It’s like you’ve worked with some of the words like that. Like, why did I sign up for this? You

[00:05:26.66] spk_0:
don’t get a real sense of excitement about

[00:05:47.92] spk_4:
Yeah, Yeah, how You know, how frequently can I check my phone in the meeting without, like, you know, being seen? Some people don’t even care that they’re seen so But the whole idea that I’m going for here is that u um, you want to turn that relationship around with the board members so that they’re really excited about their board service and they’re advocating on your behalf and, you know, you said, What’s the current state? It’s usually not that. So when we go into an organization, were usually called in to help with a capital campaign or to build a major gift program. Sometimes we do one off board training events. But regardless of the scenario, what we find is that we train board members to get excited about what’s going on in that organization and in the community, and it’s really it’s like a mindset difference. It’s not. It’s like a switch you just got to turn on.

[00:06:32.28] spk_0:
So you want them to be more grounded in the in the mission and and the vision exact, More conscious off,

[00:06:34.29] spk_4:
right? Well, there’s really, like, there’s a two part thing Ah, that we tend to tend to talk about. And it may sound kind of like highfalutin or just kind of.

[00:06:44.75] spk_0:
All right, try us. Okay,

[00:07:52.44] spk_4:
um, you know, just philosophical. Traditional, aspirational. But so here. Here’s what it is. Isn’t it negatively inspirational? Yeah. So, really, what happens is that non profit staff leaders and non profit board members, often just by the fact that they have to get some really hard work done day after day, week after week in their community, they don’t step back and see the bigger picture. And what we’re talking about here is simply the bigger picture. And what that is is helping board members to see two things. One what? What is a really positive future for the organization that they’re serving on the board of Tau actually spend time in board meetings talking about that I can give you a few tips on howto actually make that happen in a board meeting a little later. But to get real clarity on what is an even more powerful future for organization look like. And the step after that, which is like the uber powerful thing is what is an even more powerful future for our community Look like.

[00:08:08.07] spk_0:
And you want the board energized and activated, conscious of all this, and then they convey this to the folks that they’re gonna be talking to. Exactly. That’s the That’s the basis of the relation that becomes the basis of the relationship, not a transactional. We need $50,000 this year.

[00:08:21.59] spk_4:
Exactly. So And let me emphasize that point again. In a

[00:08:32.40] spk_0:
way. Let me take a break. All right, on, Ben, I want you to reemphasize. Okay, let me take this break for wegner-C.P.As so that your 9 90 gets filled

[00:08:35.79] spk_3:
out on time so that your audit is finished on time so that you get

[00:08:54.04] spk_0:
the advice of an experienced partner. You Each tomb just on, uh so recently and affirm that has a nationwide non profit practice with thousands of audits under its belt. Um, let’s go. Let’s go back to board members as relationship builders because I was gonna do the live listener love, But I have something on the tip of your tongue. It’s a rite of water on the Ted

[00:09:05.79] spk_3:
Hold off on the live load. I’d like to do live love.

[00:09:08.75] spk_0:
Now I’m doing something else instead of that. All right. I want you. I want to get this out. We’ll do the love. Don’t

[00:10:58.38] spk_4:
worry. Okay? Gotta gotta spread the love shared especially. Okay, So here’s what I’d like to ask you to picture is when we work with nonprofits and they we ask them to show us and tell us how they’re typically communicating about their organization to their community. However, they define that community, including their donors. We find that usually they’re very me, me, me, central centric. And what we encourage them to do is to take themselves out of the equation and talk about their community and the impact that their organization is gonna have on on their community for a better future. So, for instance, um, if we’re working with a, um, thinking of in Westchester, we’re working with ah, child care and Early Education Center, and we’re doing Ah, almost $20 million capital campaign if they go to all their donors and they say, Hey, we need a new building. Can you give us some money? They’re going to get some money. But if they go to their donors and say, You know, the future of our community is gonna be so much stronger if we’re able to have a building that houses Maur young Children and allows more working families to put their kids in a high quality education, Early childhood school and goto work. They’re talking about the future of a community being stronger rather than me. Me, mia Central. So So basically, just we encourage board members and non profit leaders to get into that mind set and then go talk to current donors as well as potential donors from that point of view.

[00:10:59.64] spk_0:
Got okay. Now we need to drill down toe how to. So how are we going to reorient our board’s thinking to get this from aspiration toe action?

[00:11:34.61] spk_4:
Right. So there’s a number of things. The first is that, uh, you know, we do trainings for boards and generally when we’re not there and somebody’s just like you’re you’re asking Hey, how are we gonna do this? We advise that every board meeting should have something on the agenda A that has to do with fundraising and not make it like the last item when everybody’s like, Oh my God, I’m ready to go If philanthropy

[00:11:36.27] spk_0:
What about fundraising? On the I know there’s two things. First of all, what are they? Fundraising and

[00:11:41.59] spk_4:
and exercises that engage the board members and conversations around this topic of a stronger future for our community.

[00:11:48.76] spk_0:
What do you want to see around fundraising in Sword Agenda?

[00:11:57.01] spk_4:
I first of all, I want it not to be like the what it’s like, You know, in grade school, when you’re the the bad kid that gets sat in the corner like philanthropy is usually sat in the corner.

[00:12:07.04] spk_0:
OK, right, that’s what it’s not. What is it? What did this conversation look like? So for these topics, starters going

[00:13:19.34] spk_4:
right, So you wanna have conversations? First of all, let’s talk about the fundraising before we talking way our community. So you want every board member toe, understand how fundraising works in the organization? Not for it to be some mysterious thing that the development director comes to the meeting and gives ah quick report or even the chair of the development committee gives the report. And and then everybody is kind of like, OK, I sort of know what you’re talking about, but it really people need to understand how much it costs to raise the money, What, all the activities there that are happening, what the various sources of revenue are, what they can do to get involved and when they understand things, just like you and I, we’re like, if we’re, you know, there’s something that we’re not sure about. Like I typically look things up on Google the time, right? Wikipedia, Mike. Oh, I don’t know What. So you need to understand, because what happens is that I’m sure you’ve seen this because you’ve been in board meetings is that when there’s a vacuum of knowledge, board members just like all of us, other normal human beings fill that vacuum up with misconceptions. Yeah,

[00:13:25.92] spk_0:
all right. And

[00:13:26.39] spk_3:
you want to do this at every meeting? I’m trying to drill

[00:13:43.91] spk_4:
todo eso, so I want I want every meat. Every meeting has to have an agenda item on there. That’s something like building our culture of philanthropy. And then there’s specifics There’s there’s, you know, reports on not just Hey, we raised

[00:13:46.11] spk_3:
You always start with what? It’s not. Tell me what it is. Okay. Damn it. Damn it. I want to know. What is

[00:14:49.39] spk_4:
it? Uh, now you got me on the spot. Yeah. So that’s good. Um, you want to have in that meeting a discussion of the specifics of how fundraising works? Okay, give some examples. Right. All right. So first, I’ll give you a really good example. We just finished a campaign in Falls Church, Virginia. It’s amazing. Ah, Director of development there. Actually, she was really smart. When she took her job. She insisted that she be called the director of philanthropy. I thought that was was really smart, right? And so their campaigns done. And now they’re looking at How do we keep this culture of philanthropy going? Well, they need to keep talking about it. And people don’t even understand what she does. Has her job. So she, you know, she’s faced with having to explain to her board and her senior staff. Yeah, I got through all this campaign. I, like struggled. I raised $60 million but here all the things that I do week by week, and that’s something that you have to keep talking about. Okay, so that’s a great agenda item,

[00:14:54.30] spk_0:
okay? And the other agenda item what each month is.

[00:15:54.72] spk_4:
So we’re talking about building how to increase board members, understanding of their impact on community on the community that they’re okay. And for me, that’s, um Hey, does it have to be in every board meeting? I don’t know, But you need to have a period of time where you go through exercises and I like to use very simple, like index card exercises were simply literally hand everybody an index card. And you ask them a question. So, for instance, you could have two questions. What’s, uh what would an even stronger future for our organization look like? And what would any even stronger future for our community look like? Because those are two different things. Sure, and and sometimes it’s really interesting to see that that they match up when people So you give everybody in the next card, you say, you know, right? Right down these questions, Then you can do it a bunch of ways, of course, But I like to say you have 20 board members before people share it with the whole group. You have them turn to each other. So you have 10 groups of to

[00:16:04.69] spk_0:
stop hitting the mike stand. Sorry.

[00:16:20.33] spk_4:
Non. No. Well, maybe, Uh okay. So I’m so I’m so, like, emphatic with my arms. I am too. So you got 10 groups of two and you have them share with each other. Okay. Hey, what’d you write? What would you write? Go and do that for, like, two or three minutes. And then one person from each group shares their experiences with the whole

[00:16:40.14] spk_0:
group. Now, the purpose of this again sounds to me like we’re trying to ground board members remind. That’s just remind board members of the importance role that our organization plays in this community.

[00:16:43.18] spk_4:
Right? And the

[00:16:43.67] spk_0:
air. We so important to it.

[00:16:45.32] spk_4:
Yeah. And that there’s a real power in making the organization even stronger to build an even stronger community.

[00:16:59.39] spk_0:
Now we do these, so we’re constantly engaging, reminding board members. How does this convey to board member fundraising went there. Now, there now going out to their network, etcetera. Right. What’s the That’s the action step we want next

[00:17:39.94] spk_4:
right, so that’s excellent question. So here’s what we do is that hopefully, board members through those index card activities and those conversations, they’re beginning to see that there’s a bit of a shift of focus on on how they’re relating to the organization. And then what we do is we train them. Two, take a list of prospective donors. So say, Just let’s say, for instance, you’ve got this board of 20 people that we just talked about. They paired up and say four of them have agreed to go and do some really major fundraising.

[00:17:44.59] spk_0:
Let’s make it a board of six or eight. Okay, More, more. I think that’s more appropriate for our listeners. Okay, it stick with six.

[00:17:50.06] spk_3:
I mean, there are some

[00:17:52.49] spk_0:
20 born. Okay, okay, let’s keep it.

[00:18:24.54] spk_4:
You got eight people on eight people on your board. They’ve gone through this thing exercise, and let’s say three of them have agreed that yet, you know, I’m really excited about trying to do fundraising for the organization. And let’s just assume that for some reason the organization is new to this. They haven’t been doing it before, and so those three people are going to need to contact people in the community and ask them for money. It’s pretty obvious, right? Okay. So, uh, often the way it happens, not a good practice, I think is, you know, they’ll call them up, they’ll send them an e mail. Whatever we’re looking at, identifying the people who can contribute the most money in the community and having these board members actually go and sit down and talk with

[00:18:40.13] spk_0:
them. Okay? You prefer face to face. Some people won’t take a face to face me, right? At least initially.

[00:18:45.04] spk_4:
So So there’s a lot of strategies that we use with people. Regardless, whether we’re helping with a major gift program or a capital campaign on breaking through that, you know that silence on the other end of the phone or on the other end of the email,

[00:18:57.98] spk_0:
right? That’s something that is valuable to have.

[00:20:22.94] spk_4:
Yeah, that’s another. Okay, so let’s assume that the board member is able to sit down with somebody in the community and talk about, you know, have a conversation that hopefully is gonna lead to fundraising. Yeah, And so that same shift of perspective that we talked about in the board meeting is what we want to see happening in the meeting with a prospective donor. Okay, in that the right from the moment that they set up the meeting either on the phone or through an email. They’re talking about the future off the community, not hey, I’ve been assigned to raise money in our community for organization. Can I sit down with you and ask for some money? That’s a pretty weak opening. Yeah, so poor, It’s pork. So we But we shift that perspective in terms of, you know, the future of our community is so important to me that I’m hoping you would spend a few minutes talking with me about that so that I could learn your views and it It’s not so much, actually A, by the way, but we try to make the next part of its sort of, by the way. And you know, my organization is now in a in a fundraising campaign. If you decided to at some point contribute, that’d be great. But first I really want to talk about the future of our community and hear your views. That’s it may sound simple, but it’s a radical change of perspective on the way that fundraising is usually done, particularly by board members who who have this image. I don’t know where it came from, but, like the fundraising equates to arm twisting.

[00:20:41.15] spk_0:
Yeah, yeah, all right. Very onerous. I gotta tap all my friends.

[00:21:12.58] spk_4:
Yeah, and it’s gonna be awkward. I don’t want to do it. So again, it’s not for everybody. There’s different jobs for other board members, but those who are willing we can set them up. And this concept can set them up so that they can have, first of all, better success at the at the end of it where they’re gonna get more money. But also that And tony, this is the really exciting part is that they’re actually gonna enjoy these conversations. Like, can you

[00:21:13.22] spk_3:
imagine that?

[00:21:16.60] spk_4:
Board members enjoying conversation.

[00:21:17.20] spk_0:
I’m sure it happened. I’ve been in some that were not so good, but

[00:21:20.84] spk_3:
I’ve I’ve been somewhere

[00:21:22.07] spk_0:
the board, the board members, pretty motivated and and and aware of what the organization is doing, you know? Yeah.

[00:21:29.25] spk_3:
So I’ve seen

[00:21:56.64] spk_0:
both. Yeah, but it certainly needs improvement, because I don’t think you’re I don’t think your average board is particularly motivated about fundraising. Your average board member is really into what they consider to be like you said, arm twisting. Okay, so we drilled down. All right. Thank you. All right, so now we got a couple extra minutes, all right? I want to get to Sometimes I know you. It’s hard to get to the core with you. OK, But we did good notes. So, um Okay, now let’s embellish a little bit. We got electric. We got some time. A few minutes. So what else? What else do you want to fill in around this process?

[00:22:22.81] spk_4:
Well, you know, you you cautioned me about what? It’s not. But you did also ask me before we started for some examples of what didn’t work. Well, so

[00:22:23.63] spk_3:
okay, now, well, that’s different. Yeah. Yeah. So So let me

[00:25:01.32] spk_4:
give you there’s two examples that but they also have good outcomes. So let me let me give you a couple of real concise and you’re okay, So just the 1st 1 is a board that I worked with. There were a lot of people who were in the real estate business, and on this board there were probably three real estate guys and there were other people, too. And I went through this training with them, and their insistence was, you know, like everybody we know is transactional, they’re just they’re not gonna be interested in this. What’s better for the community and growing our community, and they’re not gonna wanna you know, we had identified some people who would join our board, and they’re not gonna want to do this. So two things happen. One is, I explained to them that you three guys are actually here. Something happened that you decided that this organization was important. So you would join the board so that it’s not impossible that other people might get excited beyond writing a transactional check to make you go away. And the second thing that happened was more kind of Ah, I don’t know if it was more for me or for them, but I was like, You know what? I’m not gonna push you. You want it? You believe that your people are transactional. I’m gonna let you just go and get a transactional gift. Let’s see if you get that first and then let’s build upon that. So it’s like meeting the board members where They’re at not insisting that it has to be another way. Thea. Other thing is I actually had success with that. Yeah, they did well, and they built their board and it actually turned around. Okay, I brought this is a two sentence email that a board member for an organization are go ahead and two sentences. Not Yeah, it’s not so bad. Right? So not a page. No. And this is an E mail. I use this in my training’s now because this was sent by a board member. What gets me is it was after they went through our, like, three hour long training on how to do this. And they did this thing that I’m gonna read you anyway. Okay, So this was trying to get a meeting for a, uh, for campaign to discuss a gift, you know, to discuss a gift for a campaign. So it’s like, Hi, Gail, I hope you’re continuing to enjoy the summer. I would love to meet with you at your convenience to discuss our capital campaign. Can you drop us a note as to sometimes That would work for your schedule. Best Rhonda And then So she sent that email. Then I got that. I’m not gonna read you the reply, but it’s basically says we’re gonna make a $5000 contribution. No need to meet. But she’s like, Well, what should I do now? You know, I mean, it was laughable because it was like, Well, you know, you should have come to a sooner. Why don’t you pay attention in the training and have us help you write an email that was talked about the community first. So all of you listening there today, don’t do this. Focus on your community. Figure out what’s exciting about the future of

[00:25:28.25] spk_0:
yours. That $5000 gift that’s called the peremptory gift. Exactly. This is 5000. I’m not really interested in what you’re asking is this is what I’m giving you. No need

[00:25:28.66] spk_4:
to meet, right, because I mean, $5000 from from some people is an amazing stretch gift, right? And for certain organizations that that’s a nice

[00:25:37.26] spk_0:
I’m guessing in this case, this was this

[00:25:39.31] spk_4:
was from somebody who could have given to be asking significant multiples of that in the hundreds of thousands of dollars.

[00:25:56.21] spk_0:
Right? Peremptory. Okay, So, uh, good point. Why Didn’t you ask us? Seek our advice sooner about how to write? Ah, um, a broader based and more engaging

[00:25:59.40] spk_4:
email, right? So there’s there’s

[00:26:01.61] spk_3:
one other

[00:26:20.01] spk_4:
point that I think is worth making, which is that when organizations are in a capital campaign, which is usually a multimillion dollar project for physical plant door or programs or endowment, or sometimes a combination of all those it’s a time that a lot of this stuff comes up for board members because it’s a time when the organization is forced to train people to do things. However, it’s not necessary that you have to be in a capital campaign for these best practices to come up in terms of relationship building for

[00:27:06.14] spk_0:
border just happens to be when they that’s it’s a common time. Engage a consultant around the campaign around the feasibility study before that, Yeah, right. But you’re the point you made earlier. If you want to continue this culture of philanthropy, way beyond you’re successful campaign absolutely to be ingrained routinely absolute, and that will help set you up for the next campaign. Whether it’s two years later or five years later, or 10 years later, you’ll have this culture and you’ll have these relationships long standing, helping you get into the next next campaign,

[00:27:24.32] spk_4:
right? And the challenge we find often is that when organizations start campaigns, they haven’t been doing this beforehand so that the work to get to the gold they need for a building project or for whatever is it’s harder because

[00:27:30.71] spk_0:
I asked you, stop doing that. It’s harder but monitored. I gave you a free pass to sit. I’ll sit on my hands way got about two minutes

[00:27:33.69] spk_4:
left. So if they can, if you’re not in a campaign and you can build up your culture of philanthropy and your ability to engage your board with community members, then when you need to have a campaign, everybody including your board, your leadership and your community is not gonna be so foreign to this concept of talking.

[00:27:56.67] spk_3:
And that is not rushed for pizza. You know, don’t wait for the campaign

[00:28:00.06] spk_0:
because I’m being more effusive about it. Don’t wait for a campaign to start building relationships through your

[00:28:05.37] spk_3:
board members. Absolute. Do it. I mean, you want you want supporters and you want, uh, engaged community members throughout the life

[00:28:13.28] spk_0:
span of your non profit, not only when you’re in the in the in the 12 months or 36 month

[00:28:18.88] spk_3:
campaign you wanted at all

[00:28:20.43] spk_4:
times. Absolute. Don’t wait. Don’t wait. That should be our slogan. We’ll make T shirts.

[00:28:45.74] spk_0:
All right, We got to leave it there. Peter, how are you? Thank you so much. My pleasure. T shirt, T Shirt Factory. That’s Peter Heller principle of Heller Fundraising Group. You’ll find the company at Heller fundraising group dot com, no aptly named Helen Fundraising fundraising group dot com And they have free tools for fund raising their All right, Thank you again. You’re welcome. Thank you. I need to

[00:28:46.00] spk_3:
take a break. Cougar Mountain Software.

[00:28:48.38] spk_0:
Their accounting product Denali, is built for non profits from the ground up so that you get an application that supports the way you work that has the features you need and the exemplary support that understands you. You’ve heard the testimonials about that that I’ve read.

[00:29:11.94] spk_3:
They have a free 60 day trial on the listener landing page at tony-dot-M.A.-slash-Pursuant. Now it’s time for Tony’s take two planned giving relationship stories about relationships runs through it because that’s what it that’s what this is all based on its relationships not only fundraising, but all the

[00:29:23.32] spk_0:
support for your organization in whatever form it comes, not just money. It’s

[00:29:26.81] spk_3:
all around relationships.

[00:29:45.74] spk_0:
So what am I talking about in this week’s video planned giving relationships that stand out for me? There are scores of them. Um, the ones I tell on the video are, Ah, Eleanor, Evelyn, Barbara and Jim. Um, these

[00:29:46.07] spk_3:
were stories that are touching.

[00:29:57.64] spk_0:
Um, they’re they’re not always joyful, although overall planned giving relationships to me are enormously joyful. If there’s something that’s the really that one thing that I would say I miss about being an employee versus a consultant because you don’t have the depth of relationship.

[00:30:06.45] spk_3:
But there are still some, even as a

[00:30:12.27] spk_0:
consultant, which I’m grateful for. So it’s

[00:30:12.52] spk_3:
about the relationships,

[00:30:33.84] spk_0:
you know, and then the relationships lead to support, and that is not necessarily money. It could be, but it’s not always, um so I share, so I share four stories on the video video is at tony-martignetti dot com, and that is tony. Take two. Now let’s do the live love. There’s

[00:31:14.91] spk_3:
loads of it. Oh, my goodness, gracious, Look. Boston, Massachusetts Madison, New Jersey, Washington, Virginia Morehead City, North Carolina Woo Um, that could be Maria. Simple possible. Let’s see staying domestic. Tampa, Florida New York, New York, Indianapolis, Indiana Falls Church, Virginia, Los Angeles, California, Seattle, Washington Who the love goes out of Salt Lake City, Utah. Yes, wonderful. The live love. Thank you to each of you, including Miami Lake, Florida. Look at that. It’s just coming and coming. I can’t stop them. Um, the live love goes out. So glad you’re with us. Let’s go abroad. Knows Aillagon leg long France.

[00:31:22.59] spk_0:
Uh, bonsoir, I’m not sure, but the live love goes out. Um,

[00:31:32.64] spk_3:
Beijing, Of course. Beijing. We haven’t seen you for a while. Where have you been anyhow? So glad you’re with us. Tokyo, Japan. Tron. Oh, that’s our Austria. No. But Tokyo, Japan!

[00:31:34.95] spk_0:
We got to do. Of

[00:31:52.24] spk_3:
course. Konnichi wa. Thank you so much for being with us. Tokyo trout on Austria. That’s brand new. Welcome, Austria. Live love to you. Tehran! Iran. Welcome You’ve been. Now you come through loyal. Thank you, Tehran. Live love out there. Very. Varga knew

[00:31:54.03] spk_0:
Brazil. I know I messed that up. That’s terrible. I just don’t know, really how to pronounce it. But I can’t say over Delgado. Thank you for being with us.

[00:32:04.10] spk_3:
That’s the live love. Thanks so much to each of you and ah, the plot. The plod class I’ve been I’ve been bad about this recently. The plod classed pleasantries. Very bad. Um, it’s supposed to be the podcast pleasantries going out to our over 13,000 listeners through that

[00:32:21.63] spk_0:
medium. Thank you for being with us. Pleasantries to the podcast listeners. Thank you,

[00:32:27.39] spk_3:
Maria Semple. I almost forgot her name.

[00:32:29.35] spk_0:
That’s been since so long she’s been on. She’s the Prospect Finder. She’s a trainer and speaker on Prospect research. Her latest book is Magnify Your Business Tips, Tools and Strategies for Growing Your Business or Your non

[00:32:44.90] spk_3:
profit. She’s our doi end of dirt, cheap and free, and she’s gonna live up to it today. She’s at the prospect finder dot com And at Maria Simple. Maria Semple. Do you recognize my voice?

[00:32:51.59] spk_6:
I absolutely d’oh you.

[00:32:53.99] spk_0:
Thank you. You’re better than me that

[00:32:55.54] spk_3:
I almost forgot your name.

[00:32:56.52] spk_0:
No, I’m doing great. I’m doing great.

[00:33:01.38] spk_3:
You’ve been on since last September. It’s been well.

[00:33:01.61] spk_0:
There was hurricane time around then and other issues that cropped up. So it’s very good to have you back.

[00:33:08.71] spk_6:
Thank you. It’s great to be here.

[00:33:11.09] spk_0:
Are you in the in fact, in North Carolina today or you will am Okay. Okay.

[00:33:16.90] spk_6:
We need to get together when you get back.

[00:33:18.79] spk_3:
Let’s not get carried

[00:33:32.71] spk_0:
away now, Sze, keep it to the show, okay? Your husband Ah, I don’t want to say anything online. I don’t want to say no. No, Bob, um So we’re

[00:33:37.39] spk_3:
talking about Maria’s free resource is today. You want to start with Candid dot or GE? You love them?

[00:33:40.94] spk_6:
Yes, Absolutely. Well, since it has been a while since I’ve been on I know we’ve We’ve talked about guide star in the past, and we’ve talked about the foundation centers. Resource is in the past. The one thing we haven’t covered is they kind of murder, you know,

[00:33:56.90] spk_0:
They kind of they did. They are together. Yeah.

[00:34:25.49] spk_6:
Yeah, in 2019. So, um, and we have uncovered it on the show. So I thought it would be a good opportunity to focus on that a little bit, Um, and just kind of give folks an overview. It’s too, you know, exactly. what you can do on the fight, especially for free. Um, you know, we all know that that these sources also provide sea bass upgrades. Premium service is as well, but you’ve labeled me. What is it? Dry in

[00:34:29.33] spk_3:
the end of dirt, cheap and free. You got three in the second. I’ve

[00:34:33.64] spk_6:
gotta keep keep it today.

[00:34:35.30] spk_0:
Today’s Maria’s free resource is so Yeah, you can certainly mention the paid, But

[00:34:39.63] spk_3:
what can we do for free?

[00:34:40.59] spk_0:
That’s valuable. A candid dot or GE

[00:36:41.43] spk_6:
So you can still do the 9 90 finder. And what I really like about that is, um, you know, we often have, you know, organizations that you know, sit around in their meetings. You know, Peter was referencing in the first half hour of the show talking about, you know, getting your board together. You’re six people. Eight people tend whatever it is. And when you start having conversations around X spending your your basis supporters in major gift, um, sometimes those folks will be giving to you through a foundation checkbook as opposed to a personal cheque book. Um, and very often you may not even realize that there are folks with a foundation checkbook who may be in your backyard. So what I like about the 9 90 finder is that you can you if you mean it, when you log into the candid site and you you go to look at the various research things you can do on their things, you can do tab. Then you go to the 9 90 finder. You can click on more search options once the search box appears, and it’ll allow you to put in a specific zip code where you want to be able to do some prospecting. So again, we’ve talked in the past about reactive prospecting and proactive. So sure you could do the reactive stuff. You could still go in. Put in the known name of a foundation that you want to learn more about. That’s more of the reactive. But if you’re trying to come up with a list of potential maybe family foundations in your community, this is a great way to do it, and so you can prospect it by a specific zip code. And then when you do that and you come up with your list of search results, what I like to do then is to click on the Total Assets column so that you can actually sort the results. So if you want to see the results by total assets from lowest to highest or highest Lois, it gives you an opportunity to say immediately, Who are those largest foundations right here in our community? Um, and I think that could be immensely helpful for small to midsize non profit who really serve a specific geographic region.

[00:37:07.01] spk_3:
Okay, Okay. Excellent. The 9 90 finder.

[00:37:34.78] spk_6:
Yeah. Yeah. And then, you know, you know, once you have that, those lists of foundations, you know, certainly click on them. Ah, and so that you can get to the actual 9 90 itself, which is going to be chock full of information as everybody. I’m sure listening knows, Um, what I like about it is that sometimes I’ve looked at some nine nineties that have maybe zero listed in assets or a very low number, like, I don’t know, $1500 or something like that.

[00:37:42.88] spk_0:
You think?

[00:38:21.92] spk_6:
Oh, well, this isn’t a very big foundation. Why should I bother? Even may be looking at this. And when you did a little deeper and you look at the 9 90 Sometimes you’ll find that they’re the reason why it may have a very low or zero number in The Assets column. Is because it is really being used as a passed through right, so their their their intention is not to have those assets sitting there. It’s really to, you know, bring the money in fund funded that year and then immediately cut the checks out in that same calendar year. My tip, I guess, is just don’t discount those really small or zero asset foundations, dig a little deeper and take a look at those nine nineties

[00:38:33.56] spk_0:
eso. So we’re so so where will you find the grant information? So let’s say it is a pastor the way you’re describing, and they make a 1,000,000 1/2 dollars worth of grants every year. Will you find that information on the 9 90 if so, where?

[00:38:49.22] spk_6:
So just kind of some through sometimes they will have. It is a separate attachment. That’s part of the 9 90 though it depends on how many grants they’ve made. But there will be a section of the 9 90 that will list the grants paid in that calendar

[00:39:03.96] spk_0:
year

[00:39:19.49] spk_6:
and you’ll actually up, you’ll actually be able to see exactly the organizations that receive the money and how much they received. And sometimes if they even have money if approved for future payments, right? So maybe they’ve made a a multiyear commitment to an organization. And so they may decide to list out, um, the future years that they anticipate to pay out to that organization

[00:39:31.04] spk_0:
as well. So that’s a that’s a cool that’s a pro tip. So don’t pay so much attention to the assets as you do the granting that they do.

[00:39:40.02] spk_6:
Yes,

[00:39:40.56] spk_0:
exactly.

[00:39:41.33] spk_6:
I

[00:39:41.50] spk_0:
would pay

[00:40:09.74] spk_6:
much more attention to the grants paid than you know than the other. And also you want I’m able to be able to see. Is this foundation even accepting proposals at all? Because you don’t really want to spin your wheels on approaching foundations and you know, sitting there and writing a grant proposal and you send it off in the mail. And then, you know, you kind of sit there waiting when in fact, this foundation may not accept proposals.

[00:40:13.00] spk_0:
That’s an enormous. That’s an enormous fail. If you’ve spent time, even if you know, if you spent time writing a letter of inquiry. If they’re not accept there, So how do we find this out?

[00:40:22.11] spk_6:
So on generally, it’s on page 10 of the 9 90

[00:40:25.96] spk_3:
going the

[00:40:26.96] spk_6:
way down

[00:40:27.72] spk_3:
this

[00:40:27.88] spk_0:
expertise on non profit radio.

[00:40:29.47] spk_3:
Go to page 10 of

[00:40:31.52] spk_0:
the 9 90 Yeah,

[00:41:23.51] spk_6:
there’s a check box that the number that the the foundation can check off if they’re not accepting unsolicited proposals. So you want to make sure that that check boxes is checked or not? If it’s checked again there, I wouldn’t necessarily discount them if it feels like, let’s say you’re a kn animal rescue group and you see that this foundation has been making, you know a lot of the majority of their grants are two organizations in you know, that fund animal welfare? Well, maybe there’s somebody on your board that knows one of those board members because don’t forget the board members of the trustees of that foundation are gonna be listed in that 9 90 You might be better off just circulating the names of those trustees with your board to say, Hey, do any of you have a connection with any of these people? I’m not asking you to necessarily make the approach for us right away. But I’d like to see if there’s some way we can get an introduction to the foundation because they seem to be a perfect match for our mission.

[00:42:02.97] spk_0:
Okay, Okay. We got to take a break. Uhm we come back, you know, with a little bit more on candid. But then we got to get the FTC, and you also have some conferences you want. You want to shut out. So, um, just setting setting up the agenda, right? Time for our last break

[00:42:06.64] spk_3:
turn to communications their former journalists so that you get help building relationships with journalists. This is what they used to do so that your call gets answered when there’s news you need to comment

[00:42:17.61] spk_0:
on so that you stay relevant in your community and including former journalist one on the

[00:42:24.56] spk_3:
Chronicle of Philanthropy. So they know this community. You want to build these relationships again? Relationships. Look at the theme coming through. My God, it’s incredible.

[00:42:37.26] spk_0:
Um, I’m gonna build these journalists relationships, so you stay relevant. Turn hyphen to dot ceo, we’ve got

[00:42:44.38] spk_3:
butt loads. More time for Maria’s free resource is okay. You want to give us one more for Ah, Candid.

[00:42:49.66] spk_6:
Yes, sure you do. Two quick ones, actually, For candidates,

[00:42:56.43] spk_0:
I say one. She says Do. Alright, FBO Quick

[00:42:57.78] spk_6:
start. Right, which is the foundation directory online. Quick. Start there too. You can search by a city or state, thereby giving you the ability to prospect by, um, you know, by zip code zip code.

[00:43:11.37] spk_0:
Okay. What is this? What

[00:43:12.21] spk_3:
is this called again? What I think

[00:43:14.12] spk_6:
is as much information provided under this under their free plan. Um so I think the fbo quick start is a little bit more limited. I personally I like the 9 90 finder better.

[00:43:26.66] spk_0:
Okay, wait, hold on. Providing

[00:43:28.40] spk_6:
Klippel about is that they

[00:43:29.64] spk_3:
do have

[00:43:30.05] spk_6:
a tab. They’re called request for proposals. And, um, what they do list there are They connects you to grant opportunities that are available through the philanthropy news digest, and it does include deadlines. So what I like there again if you you’re scrolling through that and you know, you see some opportunities for you to apply for a grant opportunity that you didn’t realize was available that’s coming up. You should still have plenty of time to make the grant deadline and, um, you know, on and get in on the new money.

[00:44:02.03] spk_3:
Okay. Where did you say you find the quick search?

[00:44:06.79] spk_6:
Um uh, those are all under the things you can do. Tab. Um, you have FD. Oh, quick start. You’ve got requests for proposals. Um, and the 9 90 finder. Those air all under the once you get a candid dot or GE go to things you can do and you’ll find those additional tabs.

[00:44:24.49] spk_0:
Okay? And you said the request for proposals includes deadlines.

[00:44:28.09] spk_6:
It does.

[00:44:29.48] spk_3:
Okay, okay. All right, let’s move. Thio FTC dot

[00:44:32.85] spk_0:
gov federal election commission dot gov But f e c f d c dot gov

[00:44:37.14] spk_3:
What you like this for?

[00:46:34.88] spk_6:
Well, I thought since we were in an election year, it would be a good source for people to kind of keep an eye on. Um, you know, folks who are making a political contributions. It does show, you know, a certain level of disposable income and obviously shows political leanings as well, which may or may not be used full depending on the type of organization that you are. Um, so when you get to the F e c. Website. It’s a very busy website. Um, and one of the things that you want to do first is go to the campaign finance data tap. And then from there, you’ll be able to click down where it says, look up contributions from specific individuals. Yeah, so you can. And so basically anybody, um, the what? The reports will include our people making contributions in excess of $200 per election cycle. Right. So let’s say you give somebody, you know, $50 here and there. Once it hits that $200 mark, the, uh, the campaigns have to start filing this with the Federal Election Commission. Um, after he hits that $200 level, right? So again here, one of the things that you have to keep in mind is that you can proactively prospect this you can you can do a search. Uh uh, on, uh, on a zip code. And the data that you’re gonna get is goingto have the name of the person, the air mailing address, their occupation and name of employer. But here’s a big, big caveat is that there is not supposed to be. This data is not supposed to be used in any way, shape or form for soliciting whether they had soliciting business. We’re soliciting charitable donations.

[00:46:40.44] spk_0:
No,

[00:47:00.28] spk_6:
I bring it up as a resource, more so that you can maybe cross check. Are any of your, um, current donors also political contributors? And you know, at what level is a contributing in the political realm and where, But also you should just be aware that again, they they call it salting the data. I don’t know if you’ve ever heard that term before.

[00:47:09.27] spk_0:
Sultan. I’ve heard it. A CD. What happened? I’ve heard seeding go ahead.

[00:47:56.08] spk_6:
The committees that are reporting that are sending in their reports, right? Salting the data means they’re going to be sprinkling the report with up to 10 fictitious contributor names. And those contributor names are gonna end up having a really address. It’s usually like gonna be a committee employees or something like that that they may use. So if you start, if you go and do a proactive search by zip code, you might be getting some of this seated data in there, right, that salted data that will enable you to send out, you know, postcard campaign or letters or

[00:47:58.68] spk_0:
whatever,

[00:48:03.80] spk_6:
but it could end up winding up in a mailbox of somebody who’s monitoring to see is somebody using this data illegally,

[00:48:08.58] spk_0:
right? You’re gonna get You’re gonna get snagged. So wegner is

[00:48:11.02] spk_6:
very, very careful

[00:48:12.61] spk_0:
whether or not

[00:48:20.56] spk_6:
use it in that way. But it is a really good source to cross check, you know, and see if any of your donors are contributing politically.

[00:48:34.73] spk_0:
OK, Ok, um, sesame seeds or salted or whatever it is, you don’t use it the wrong way because you’re gonna get you might get caught. And ah, that’s bad. Yeah. Yeah, bad business. Um, just like you seed or sesame seed or salt, whatever. You do your own and your own mail lists to see what you’re sending out, right to see how how timely your mail house is actually sending stuff to the post office, are they? Is it postmarked the day that they say it’s going to postmark? Same. You know, you’re trying to catch them. You’re trying to keep them honest. Well, Federal Election Commission’s trying keep you honest. Okay, enough about that. Um,

[00:49:04.04] spk_3:
that’s interesting. I love that Look up

[00:49:13.77] spk_0:
contributions from specific individuals that school. So you can You can search by when you’re doing an individual’s you could do name, name and name and state can you go like Is that

[00:49:16.36] spk_3:
how you do it?

[00:49:17.47] spk_6:
Yeah, Well, you can You can certainly look

[00:49:19.69] spk_0:
at a

[00:49:19.92] spk_6:
particular individual’s name. Um and, you know, any time I’m doing, you know, my in depth donor profiles. This is one resource I always cross check to see if this person is making large political donations in addition to charitable contributions.

[00:49:36.00] spk_0:
Okay. Okay.

[00:49:37.11] spk_6:
So it’s definitely one of my tools that I use to do research, but I did want to give that caveat on the, you know, proactive aspect of it is You do want to be careful on Don’t use it illegally.

[00:49:49.62] spk_3:
Anything else on FCC?

[00:49:54.76] spk_6:
No, I got it.

[00:49:58.28] spk_3:
Okay, you have some conference is coming up. Did you want to share?

[00:50:40.82] spk_6:
Yes, right. So before you know it, the big annual APA conference will be coming up. It’s always in the summer months. And so APRA You’ve heard me talk about them before. It’s the Association of Professional Researchers for advancement. Their website is APRA home dot or ge. And there you’re gonna see various opportunities. So the big one is their summer conference. Um, and that is held. Um, that is held, uh, August 4th through the seventh. It’s going to be held in Washington, D C this year. Um, and you can learn all about that, you know, on Apple’s website. So that’s sort of the biggie.

[00:50:46.56] spk_0:
And

[00:51:29.46] spk_6:
then I thought I’d just let you know about some Call them smaller, More regional conferences that are taking place. One is coming up real quick in also in Washington D. C. Actually, um, on march 12th the APRA Metro D C. Chapter is having an annual conference, so that might be one to put on your calendars if you’re in that neck of the woods. Um, another one is, um APRA Greater New York chapter is presenting something called Prospect Khan 2020. That will be March 17th. And that’s taking place at the N Y U Kimmel Center. Uh, you’ve got

[00:51:31.25] spk_0:
Marie 20

[00:51:32.19] spk_6:
third.

[00:51:33.17] spk_0:
Yeah, go ahead. Where’s March 23rd?

[00:51:35.80] spk_6:
New Orleans.

[00:51:36.66] spk_0:
There you go. Get

[00:51:37.58] spk_3:
out of the Eastern Sea

[00:51:40.59] spk_0:
s get out of the Eastern Seaboard. Overdrive

[00:52:05.84] spk_6:
is happening March 23rd. Ah, in New Orleans and the other one I want to talk about is in the Midwest on May 7th. APRA Midwest is having a conference 2020 and that’s gonna be, um, May 7th and eighth in Des Moines, Iowa. And so again, if you go to the APRA website, you’ll be able Thio find all of these particular opportunities available. Thio under their events Tab,

[00:52:11.84] spk_3:
Are you a conference speaker? Do you still do that?

[00:52:26.86] spk_6:
I am not speaking at any of the upcoming up APRA conferences this year, but I’ll tell you, they’re speakers are always amazing. Um, very often they’re going to be from some of the larger universities and so forth. And so even a small to midsize non profit will have a lot of takeaways by attending thes conferences. And again, if it’s not your budget to go to the big annual conference, see about some of the chapter opportunities, um, that are closer by and those air usually gonna be a bit more affordable.

[00:52:58.26] spk_0:
Your practice is so robust you don’t need to be speaking any longer. It’s the clients are coming to you. All right,

[00:53:00.75] spk_6:
enjoy it.

[00:53:01.37] spk_3:
And you share your expertise here as well?

[00:53:06.80] spk_0:
Absolutely. All right. Um Let’s make sure we we don’t wait another September, October, November, December, January, February, March Another six months before you come back. Okay?

[00:53:13.92] spk_6:
Absolutely.

[00:53:27.85] spk_0:
All right, Let’s work on that. And maybe a dinner. We’ll see. Like I said, let’s not get carried away. They will keep it to a lunch. I feel like a better lunch. Better, thank you very much. She’s the Prospect Finder. Ah, at Maria Simple. The prospect finder dot com are doi end of their cheap and free. Thank you, Maria. Simple.

[00:53:34.94] spk_6:
Thank you.

[00:53:35.59] spk_0:
My pleasure.

[00:53:38.20] spk_3:
Next week. Sexual harassment

[00:53:43.79] spk_0:
in Nonprofits timed to the sentencing of Harvey Weinstein. If you

[00:53:43.98] spk_3:
missed any part of today’s

[00:53:45.10] spk_0:
show, I beseech you, find it on tony-martignetti dot com

[00:53:49.13] spk_3:
were sponsored by wegner-C.P.As. Guiding you beyond the numbers wegner-C.P.As dot com by Coca Math and Software Denali Fund Is there complete accounting solution made for nonprofits tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial and by turned to communications, PR and content for nonprofits, your story is their mission. Turn hyphen to dot c e o

[00:54:14.44] spk_2:
our creative producers. Graham. My route Sam Liebowitz is the line producer shows social media is by Susan Chavez. Mark Silverman is our Web guy. And this music is by Scott Stein be with me next week for non profit radio big non profit ideas for the other 95 percent. Go out and be great.

Nonprofit Radio for April 26, 2019: Strategic Knowledge Management & Ethics In Your Prospect Research

I love our sponsors!

Do you want to find more prospects & raise more money? Pursuant is a full-service fundraising agency, leveraging data & technology.

WegnerCPAs. Guiding you. Beyond the numbers.

Fundraising doesn’t have to be hard. Txt2Give makes it easy to receive donations using simple text messages.

Get Nonprofit Radio insider alerts!

Listen Live or Archive:

My Guests:

Dar Veverka & Janice Chan: Strategic Knowledge Management
Documents. Data. Projects. Governance. Training. They’re all components of knowledge management and our panel from 19NTC explains how to manage properly. Both returning, they’re Dar Veverka from Urban Teachers and Janice Chan at Shift and Scaffold.





Maria Semple

Maria Semple: Ethics In Your Prospect Research
There’s a lot of personal and private info available on your donors, volunteers and prospects.  Your researcher’s job is to find it. Where are the boundaries? How do you protect it? Maria Semple takes on these and other potential landmines. She’s our prospect research contributor and The Prospect Finder.





Top Trends. Sound Advice. Lively Conversation.

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

Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.

Get Nonprofit Radio insider alerts!

Sponsored by:

View Full Transcript

Transcript for 436_tony_martignetti_nonprofit_radio_20190426.mp3

Processed on: 2019-04-26T23:36:28.781Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2019…04…436_tony_martignetti_nonprofit_radio_20190426.mp3.660320050.json
Path to text: transcripts/2019/04/436_tony_martignetti_nonprofit_radio_20190426.txt

Hello and welcome to Tony martignetti non-profit Radio Big non-profit ideas for the other ninety five percent on your aptly named host. Oh, I’m glad you’re with me. I’d come down with a case of stati O p Jia if you kicked me in the butt with the idea that you missed today’s show Strategic knowledge management documents, data projects, governance, training They’re all components of knowledge management and our panel from nineteen ntcdinosaur planes. How to manage properly both returning there. Dar Viv arika from Urban teachers and Janice Chan at Shift in Scaffold and Ethics in your Prospect Research There’s a lot of personal and private info available about all of us and your donors. Your researchers job is to find it. Where are the boundaries? How do you protect it? Maria Simple takes on these and other potential landmines. She’s our prospect research contributor and the Prospect Finder. I’m Tony Steak to be the one we’re sponsored by Pursuant Full service fund-raising Data driven and technology enabled Tony dahna slash pursuant by Wagner CPS guiding you beyond the numbers weinger cps dot com and by text to give mobile donations made easy text NPR to four four four nine nine nine Here is strategic knowledge management from the twenty nineteen non-profit Technology Conference. Welcome to Tony martignetti non-profit Radio coverage of nineteen ninety si. You know what that is? It’s the twenty nineteen non-profit Technology Conference. You know that we’re in Oregon, Portland, Oregon at the convention center. You know that all of our nineteen ninety si interviews are brought to you by our partners at Act Blue Free fund-raising Tools to help non-profits make an impact with me now are Darby Burka and Janice Chan. Dar is director of information technology and at urban teachers seated next to me and Janice Chan is consultant at Shift in Scaffold. Welcome back to the show. Both of you think you can be back. Thank you very much. Let’s so we’re talking about strategic knowledge management Your your workshop topic Strategic knowledge Management Don’t stop halfway. Janice. What? What? Halfway. What? What? What’s the problem here? Why do we need this session? Uh, my dar actually chose the name of the sessions and maybe you want to talk about that. Okay, Well, either won or you go for a lot of places. People think of knowledge management as solely just We put some documents and SharePoint. We organize the things on our file server and that’s it. They stop there. But that’s really just a foundational piece for knowledge management, and it’s really just a small part of it. So our session was going over the other things you need to consider instead of just we filed our documents. Okay, Janice, how would you know? Let’s make sure everybody has a common understanding of terms. What we need, what we mean when we say knowledge management. So this is, you know, when you’re in an organization, everybody needs some type of information. People have a lot of experience and expertise, but it’s it’s often trapped in people’s heads or we have the file somewhere, but nobody could find them. So I just end up asking darl the things. And so how do you make it so that the right and the people confined the right information at the right time when they need it on DH in the way that they needed? So they’re not spending an hour digging through unorganized sheer drive when we could have just organized and they’re like, Oh, I know howto Advil unt ears to our serum because it’s in the volunteermatch judgment folder and that, you know, like it’s in a place that makes sense. Teo Awesome to our organization. Okay, okay. I said, uh, the So the halfway point is the documents in a share point. And that’s where a lot of people are stopping but trouble? Yeah, a lot of folks just think that’s all you do, and it’s You need to go beyond that and get buy-in from the rest of your organization and think about the other ways that knowledge flow. A lot of knowledge flows through organizations, and it’s not just sitting in your SharePoint drive and you need to deal with How do you manage all that? A lot of places waste a lot of time. What are what are the other elements of knowledge? Management? Um, knowledge management comes into play with data governance. Were all data driven organizations these days. So you’ve got everything sitting in your databases. Why isn’t why are people dealing with processes around that? For knowledge management, you’ve got project management. You do you know these these built out tech projects that cost you thousands of dollars and nobody does the documentation or things about thinks about building things in. Like, for instance, whether the examples we gave it our session. If you’re redesigning a website you’ve already thought about who’s gonna be maintaining that. Whose job is that? After the fact? What do you need the vendor to do? What type of documentation. But people don’t build that into the project. They think about it, but he never actually get it into the formal project. So that’s all part of knowledge management. Okay, eyes, they’re more generous. And also things like training, right. Like when we have new staff, we think we need to train them. We need to onboard them, we think actively about that stuff. And then we don’t always think of it after That person is no longer the new employees. And so we don’t keep that going. And we lose a lot that way because things change right? We don’t necessary. Maybe updated as a star. Kind of referred, right? Like we know we made the how to guide. Great. We never have to update it. But that process of balls because we realized hey, this doesn’t work out as well as we thought. So now we’ve changed it, right? We’re applying that learning that can get loss of It’s not documented when that person who made that improvement walks out the door. You know they find your job or whatever or, you know, even just things like, you know, when people leave right, we don’t always capture that institutional knowledge. My people, when people leave and we’re just like all right, give us your email account password on like you know it. So making sure that that stays within the organization also that it just feeds back into the world, you know, sort of like when you manage a project and you kind of do be brief sometimes after a project. Hopefully you debrief. Does that go anywhere? Because if you have that meeting, then it’s only in the minds of people who were at that meeting. And that doesn’t That’s a lot of knowledge that maybe it’s useful to other people. Normalization will be used for moving forward, and it can easily get lost. We’Ll capture it. I presume you spent a lot of time in the session or have you had your session? OK, you’re dahna downside. Okay, Talking about resource is tools tools that we can use for for knowledge management going beyond documents. So let’s spend a good amount of time doing that. Janice, you want to start with, um, with a tool? Sure. So I think one of the things that way talked a little bit about there. Two types of knowledge is the explicit were just like here you do Step one. And here you do Step two, and usually the task knowledge is sort of like, you know, when you’re baking and you’re like what this done look like? Great. And it’s hard to figure that out sometimes. Like, you know, data governance. You’re like, How do I define those? Like, What does this mean? Why does this number look like not what I was expecting? And I think a lot of times we don’t always have the language. We don’t always have that shared language. Tio have that discussion. So when you map out a process right, if you do that diagram of like here’s, here’s what happens. Here’s which systems are connected to each other, and somebody’s like I never realized that right, Like that’s not the model that I have in my head of how these things fit together, and I had these other pieces that are not on the diagram that you just wrote. The act of like making those diagrams is is you know, Wei Tau have that conversation, get that knowledge out of people’s heads and get a documented right than other people can see. That s so There are a lot of tools for that. Like really simple. I’m sorry. Taxonomy. Taxonomy is another. Another helpful thing I think about autonomy is Oh, no Texas. Tow the grant like different things. Teo also think about it. Buy-in named Tulip zoho. I really like like paddle. It is really, like, cheap. Easy. It’s not made for that necessarily. But you can use it. Pagnoni. It’s really it’s men for teacher. A lot of teachers use it, I think. But it’s free. It’s You don’t have to, like, learn how to use it. There’s not like a steep learning curve, which is helpful for diagrams. You’re like, you know, you can just do pencil on paper, but you know, good, more advanced toward, You know you’re losing charts and all of that or more advanced. But they take longer to learn how to use, so that vanish now. So I’ve got a I’ve got a question. It may be embarrassingly basic, but we ask anyway. All right, So now if we have created this, uh, sort of this organizational chart or this this flow of this chart that in paddle it how do we How do we now preserve that so that people confined It is, It is. It is a simple is the shared drive on a network. I think it depends on what it is and what it’s for, right? Like if it’s hears we’re documenting our process for maybe managing volunteers. Or maybe this is how you make updates on your way you might share. You might save it wherever you might be in your share. Dr. It’s wherever you have your documentation, which honestly, should be wherever people go, because if people don’t go to it, then you have to do that whole, like trying to get people to go to. No place is just more on top of more like it’s just not gonna happen when they already are exactly exactly wherever they are. Just just make it work for there. Okay, okay. Time for a break. Pursuant. the art of first Impressions. How to combine strategy analytics and creative to capture new capture, captivate its, actually captivate new donors and keep them coming back. It’s their e book. It’s on donor acquisition and how to make a smashing first impression. You will find it on the listener landing page at tony dot m. A slash pursuing capital p for please, of course. Now let’s go back to strategic knowledge management. Another tool door you can share with you a couple things I can think about. We demonstrated some visual tools, just having simple visual guides to guide people on what systems do what we demonstrated several of those yesterday, and we also know what kind of systems are we talking about? A different knowledge systems. Maybe you’ve got databases. Maybe you’ve got documents, shares, maybe a process. Documents for the finance system live somewhere else. How our users supposed to know what system Teo use if they don’t even know what systems that you have so doing visual guides for where do I find this? Or where do I put that simple stuff that people can literally stick on? The fridge is in their offices, so people see that constantly as a reminder. We demonstrated some landing pages in Portales. A lot of people think of of that is just a way to get into the document management system. But you could do so much more with a portal you can have links to. Resource is links two different systems guides on where you should put stuff. Updates from the internal newsletter. To remind people of recent resource is way did a whole system of links. If folks check the collaborative notes for our session, we put about a page and a half of links for folks to different tools. And then he also made a Google drive of downloadable resource is for folks to express. Okay, well, we need to identify the first. Where’s the where’s the sheet of patient half of links that’s going to be in the collaborative notes for our session. With that, it’s it’s on this session. If you go to the session page on the NDC agenda, there will be a link to our social. Okay, so you start in ten dot org’s, then you go into the conference, extend into the agenda. Great. So on on Wednesday morning, we have is the strategic Knowledge management. If you click on that the session description, all of the links Aaron there Wave also tested it on both of our Twitter accounts. And then we can also post at the forums and handup Florence under the Where do we want? Put that one in the main discussion or debate? Remain discussion with the mid discussion for him with us. The links because we did a lot of resource, is this is a lot for folks to absorb. Let’s take time. What is your what? Your Twitter ID? Oh, sure example. At Darva arika d a r E v e r k Darby murcott Janice What’s yours? It’s a curiosity bilich at curiosity. Bone or bones? Singular singular curiosity. Bone going challenge metoo way. Curiosity is much easier to spell them. Geever. That’s curiosity Bone. OK, OK, good. All right, So now where else is it? Besides the Twitter Twitter accounts, you said it’s in a forum. Thie tenn dot org’s community forums will go ahead, and we’ll post that on the discussion. And then I think the decision makers would be a good one for that as well. And folks confined that okay, community forums within within ten dahna. Or there’s an decision makers as well as a discussed one, and we’LL go ahead and put that link up for folks because we did a lot of research, and a lot of resource is because we know it’s it’s hard to keep track. We’re gonna have to talk about some of these because we’re doing this for about ten minutes and I have a half hour segment to fill. So it’s okay. You don’t hook with Don’t look with go to the community forum, weigh a lot more. Okay. Okay, Janice, go ahead. Your turn, please. S o. I think that Okay, way talked about sort of the diagram diagrams. They’re, like, my favorite way. Talked about training, right? So I think also in terms of thinking, we talked a little bit about, like, the explicit versus task knowledge. And so sometimes it’s sort of like you’re like, where do I start? Right, So, like, I think that, like, just starting with getting things out of people’s heads, and you’ii think you come up together with some strategies like the, you know, shadowing people and sort of like doing the retrospective after an offense or things like that about shadowing something in real life. What’s that about shuttering people? So, you know, sometimes I don’t know if you’ve ever had that experience. It’s like, maybe haven’t somebody knew who’s coming on board and they ask all these questions. You’re like, I never would have thought to explain them if you had an *** that question. So sometimes, you know, in terms of getting that knowledge out of someone’s head, we don’t always realize that we have it because we’re like, Oh, yeah, like I just do it. And I’ve been doing this for a long time, and I don’t realize that that, you know, personal system that I’ve come up with for how to get this done really efficiently, that that’s actually knowledge that is useful and that I can share with someone else, like I could teach somebody else I do. This, it is, may be hard to think about how to do that, and sometimes the best, like the easiest way is to have someone who doesn’t have that experience watch you do, you know, like maybe how do I, you know, host a good podcast? How do I do an interview, right? And so you watch somebody else do it, and then you come up with these. You either like notice. Oh, they’re doing it. This and this order, they’re doing it in this way. Or it’s an opportunity to ask that question of, you know, like, why did you choose to do it that way? Right? And I wouldn’t have thought to explain the decision for me, Like, you know, I’ve done this a million times advantage, just, you know, So I think that’s a good, easy way to pull it out. Anybody could do it. Another simple related to that. Is it sort of just telling someone like, Oh, yeah, you just go enter this over there. You could use simple tools that we all have on our laptops I movie or another, you know, quickie tool, off of Windows, laptop and just scream cast really quick what you’re actually doing and capture that in a thirty second video. You know, you could post that internally. A lot of us use chat programs at work, you know, slack or G chat or whatever. You could post that straight in there on a team channel and say by the way. This is how you do the thing. And then if people have questions about, why are you doing it? That way you can have more of a live back and forth and just a static. You know, just go do that thing. But I think even to write, like not just the not just sharing it in that moment when somebody has that question, but making sure that it’s it’s stored somewhere that people confined it later because they’re like you had that question. Probably five other people will have that question. So let me just save save the time now and just put in a place where you could find all of the screen cast on DH. Yeah, they’re a lot of simple, like snag. It is. Another one is just really. It’s really simple to use on. It’s not that expensive, so a screen Flo would be another one that’s a little bit more pricey. It’s maybe ninety nine, but it’s it’s another good moflow captures maggot. What you’re doing live on your computer to demonstrate that for folks, Maybe you’ve got your Tio. You know, a lot of folks are purely remote offices, so you might not have that ability to sit one on one, but you you could capture what you’re doing for a training video like Janice mentioned. If one person has that question, you know, ten other people have got that questions of capturing that knowledge of them, making sure you get that knowledge out as well, Not just capturing at once, but making sure people know where that resource is good. And sometimes that’s faster, right? Like trying to get somebody to like, can you? Right, the out, all the stops and documentation. They just look at you with that leg. Look like I don’t want to need you to spend time like if you were to ask him to show you that I’m like, Oh, yeah, like you did so did it up right? And and so that’s almost a wayto document more quickly. So especially people who don’t like to write things out or like they’re really stress out about it, but are willing to answer that question in that moment. If you can capture that then and make it easy for them, I think sometimes that it’s pompel for that, Uh, I don’t have anything else to say except what other? Whatever tools we got when I was trying, I was trying to think of some different types of data needs, but I can’t I can’t think of any that that I was going to ask you about specifically. So you may as well just keep going. We can talk about women defremery. Sure, a couple of the other items we talked about that are sort of the basis for when we talk about knowledge management. People look at that and they go, How did I do that? What are some practical ways to do that? So we talked about having a knowledge management framework, and frameworks can be really intimidating for folks. They see that they look online and they say all these diagrams and they go. I don’t know what that is, but it’s really just a lens for thinking about the structure. Framework is just a structure. It’s a scaffold. Eso It’s how you build your knowledge management and a focus of what’s important for your organization. Is it that is Janice mentioned? Capturing tacit knowledge is a huge problem. Your organization nobody writes anything down. They leave and then you don’t know what they did so maybe you want to build your knowledge management process, focusing on capturing tacit knowledge. Maybe it is that you guys love doing documentation, but nobody ever updates the documentation. So maybe you need to build your framework on a continuous capturing of that knowledge and continues updating instead. So we talked about different ways to to think about how knowledge works at your organization and how you should build your structures around that. And then another simple tool that we talked about is a taxonomy, which most people already have at their organizations. But they don’t think about it, and it’s not really written down. And that’s the way you refer to commonalities. So maybe your know it. Urban teachers. We’ve got three remote offices, and we use acronyms in particular terms to refer to them. We’ve got terms for referring to our program and for different stages of our participants. That’s a taxonomy. That’s something we can use across all of our systems as a common language, and it usually starts in the in the document management system, and that’s often where people see it. They build that out across multiple systems that can be used in your CR M. It could be used in your HR system. It could be used in your documentation on when you start having a common taxonomy or lexicon like that, it makes it easier to capture knowledge management cause People start using the same things to refer to processes, and it helps bring teams together and really provides a cohesion around your knowledge in your organization. Just a common understanding. Yeah, and people are often they already have one. They just don’t think about it, his attacks on me, but in general, they’ve already got one. The other thing, too, is that you can capture all of this documentation, right? But if nobody knows what it’s called like if you call it volunteermatch judgment and I call it, I don’t know constitutent management or whatever, right, I that’s no good, because then I’m not finding I’m not looking under there because I don’t think that that’s relevant to what I’m looking for. So I think that that common language is also what makes it you know, that your consistent about it you can other people confined it. They know, like OK, when someone says like this is you know, our hears their marketing materials, right? I know that that our logo is considered our marketing materials, right? And some other places it might be under something else entirely. Might be, like under and join our brand your brands, right? So it doesn’t matter what that is, as long as there’s that shared understanding the organization. This is what it means so that I can go into the document German system or, you know, if I ask, ask somebody. Hey, I’m looking for acts, right? Like we have a shared. Understand what that means and what they look for it. How do you create the shared understanding and taxonomy if one doesn’t exist? You were saying, You know, it probably exists and you don’t know it, but suppose it doesn’t suppose you know, just lots of examples of people referring to the same thing by different names. That’s where you need treyz glossary. What do you do it? It’s where you need to do a little bit of legwork. Someone on your team. It’s usually on the team, but not necessarily needs to do some knowledge. Management work needs to work with those teams, and, you know, maybe you’ve got eight sites but they and they’re all talking about his Janice mentioned things under different labels, but they’re all really doing operations, functions or volunteermatch judgment. So you work with those individual departments are sites and you find out what their commonalities are because a lot of knowledge management is about finding commonalities between things a lot of groundwork. Yeah, And you do you have to, As Janice said very aptly yesterday, you’ve gotta invest some time to save some time. You know, you can’t get saved time for free. You need to invest some some leg work up front. So if you work with those different departments to figure out what their commonalities r and you work with them to build a lexicon, you’re going to find that people aren’t is really determined to refer to something as a particular thing as they once thought. When you start showing them the commonalities on DH when I’ve done taxonomy, is that organizations? In all three cases, I’ve had to do it. People end up agreeing on the taxonomy because they you know when when you get him talking, they’re really just talking about the same things. And they’re really not that invested in referring to it as a particular thing. They’re okay with going with operations instead of, you know, office, office management or something like that. You know, they released a little bit, and they realize special and you promoted as like, you know, we’re trying to make it easier to work together. They tend to release a little bit and go. Yeah, okay. We’re cool with operations, OK? I’m surprised to hear that, actually, people would stick to their This is operations. Well, that’s what culture. So that way, that way. So So, Yeah, we talked a bit about organization because I think any time you talk about language, any time you talk about the way that we do things here, right, that is organizational culture. And you know you don’t have unorganised age culture that supports knowledge management that supports learning, right? Sharing of information. You know, sometimes people will get very Don’t touch my stuff. Stay in your lane. You know, this is my job. That’s your job. Whereas I think if you are learning organization, if you want to build that college culture of you know, we share our knowledge here and we all learn from each other. You know that obviously you don’t want those silos. That doesn’t work out very well. That’s kind of the essence of what you’re trying to do. But I think like the one of things that we talked about in terms of road blocks, where you’re trying to roll some stuff out and maybe people are like insecure, they viewed their knowledge is job security. And it’s not that Maybe that doesn’t come from a place where they used to work somewhere where you know that was an issue and that that certainly can be at an issue and in some organizations, But a lot of times it’s just that really, that individual like, you know, I want to make sure that I keep my job or I want to be seen as valuable. And you can use that to write because so it can be not were trying to steal your knowledge and take take your job away from here, take things away from you, but also you know, Hey, your knowledge is valuable and sometimes people don’t see that and helping them see that you’re acknowledges really valuable to the organization and look how much stronger the team could be if we all had could use that knowledge, and we could help you even more. And, you know, whatever you’re you’re role is all right. Gentle persuasion, all but all for the good of the mission. Absolutely. Way all could do a better job if we could come together with this agreement around this common language. Yeah. Yeah. And also acknowledging that you might be in an organization where you know there is a toxic or culture, and they’re no amount of knowledge. Management is going to fix that. So they’re just, you know, knowledge management cannot fix broken business process buzzes and broken culture. So there is an acknowledgement of that. You you’ve got larger problems if that’s going on in your organization, and we can fix that for you. We’ve had discussions about on the show previous ntcdinosaur about blaming technology when leadership or processes or culture are the problem, right? And I’m looking for a technology solution to a bad CEO, right? No amount of pretty software is going to fix something like that. No amount of nice, you know? Well streamlined document man, aren’t you? Knowledge management is going to fix that. Wait a couple more minutes together. Uh, what else did you talk about? That maybe some questions about some of the Okay, Well, a lot of the questions were related about related to culture and trying to get people on board with things when people were resistant. Because it’s hard to make it hard to make culture change. Absolutely, absolutely. And I think it’s sort of like it needs become a part of the way you do that here. And so it needs to also be part of, you know, one way. Besides, getting people’s buy-in is also making a part of job expectations, making it part of your performance performance evaluation on DH. You know, just making it like every time we haven’t have a project meeting, right reflection is part of that. Every time we have a staff meeting, there’s there’s some aspect of knowledge mansion or we talk about. You know, every quarter we talk about what do we need to update? Maybe in document management? Maybe. What do we need? So like, nobody uses this folder. Nobody looks like this like it’s maybe we need to just archive it. We don’t need it anymore or things like that and building that in and acknowledging that you can’t do this solo, you need your stakeholders and identifying who those are early on and that you’re going to need some executive stake holders. Get them in. Earlier on, we talked about different techniques with you know, that straight project management type stuff. But in terms of knowledge management, get him onboard early. You know you’re going to need them to help you push this through on DH. Really? Make sure you take care of your stakeholders and you deal with the people that are not liking your process. Figure out why they don’t like your process and try and work with that. You know it might not make them your favorite stakeholder, but if you understand where they’re coming from, like Janis was just talking about, like understanding why they’re a road block that could be really key to getting past them and really making them invested in your project and turning them around to liking your project. Having good office relationships helps also yeah, long before we’re talking about knowledge management. Just if you’re decent and it isn’t to your peers and colleagues and, uh, you get to know them outside the office, you know? And you’ve got his foundation of a relationship than when you’re calling on them for some. Some compromise. I think you’re more apt to get it. Yeah. They didn’t trust that. This is going to be good for the organization. This is We’re working towards the same goal if you don’t have that trust, and you need to start there like you need to start establishing Janet. You also mentioned the archive folder. I do plan e-giving consulting on. So I’m brought in sometimes to revive a program that’s stalled. And maybe there was a plan e-giving consultant or director. You know, four years ago. And then they eliminated the position, and it just kind of faded away, So I’m so I’m invited. Tio, update the files. Update the files. I can’t tell you that the first full day I makes archive, I’m opening this. I don’t know what everything is from two thousand six. We’LL move archive. You know, it has no relevance reducing that I think producing that clutter are not overwhelming to people. What are things you that actually relevant to to our organisation and our operations now, like maybe we need to keep that. You know, we don’t care. We’re not sure if we need to keep out, and we’re keeping it just in case that sort of get it, clear it out of the way, right? Because, like, it’s not the stuff you’re using all the time. The stuff that you are using frequently That should be, you know, really central and real quick. Good technique. With that, people get really nervous when they say you’re going to delete those archives and they hide a copy of them. So you just do a process where you keep them. But you put them in a place where it’s not clogging up their search terms and assure them they really, really need that. You can still get that back for you, and that really helps them move it out of what? What’s searchable their day today life. But if they know that it’s still there somewhere, they often are much better with being able to archive because they’re not worried about you pushing the w good. Okay, Janice, I’m gonna give you a chance to wrap up. Oh, like she’s pulling together. So I think some of the biggest things we talked about were really like, Get things out of people’s heads, Get the knowledge out of people’s heads, make it organized so that people can find it in a way that it’s It’s not overwhelming to people what makes sense to them, right? And also not, you know, being aware of people’s what people are scared of or what people. But those hang ups or obstacles might be to make sure that we can address them and get them on board. And it sounds like a lot of rigging it is, but the passing that time out front will really help you save time down the road. All right, that was Janice Chan. She’s consultant Shift and scaffold on DH. Also Darby arika, director of information technology at Urban Teachers. You are with non-profit radios coverage of twenty nineteen, the non-profit Technology Conference. All of our nineteen ntcdinosaur views are brought to you by our partners at Act Blue Free fund-raising tools to help non-profits make an impact. Thanks so much for being with us. I need to take a break. Wagner, CPS. They’re free. Webinar came and went earlier this month. Tips and tricks for your nine ninety you missed it. You suck. No, but you can get it back. You watch the archive? Yes. Lamenting wayward listener that’s you gets the archive. You learn how to use your nine ninety as a marketing tool. You goto Wagner cps dot com Click seminars go to the month of April. I know it’s a little convoluted, but they don’t have a landing page there. Wagner cps dot com Click seminars Go to April and you’LL find tips and tricks for your nine ninety. Now time for Tony’s take to be the one that is my video this week. Inspired by in an Air Force reunion that I put together. It’s not really fair for me to say I hosted it because it was on the Air Force base, where we all worked Whiteman Air Force Base in Missouri in the mid to late eighties, and about thirty five of us came together and then you add spouses was like fifty people, a total, but we all had this shared experience of doing an unusual job. We were launch officers for Minuteman nuclear missiles at Whiteman Air Force Base in Missouri in the Reagan years, and so we came together and It was just wonderful seeing everybody reconnecting you. No way have had we’ve had to reunion since then, So some of us have gotten together at other times. But some of us we have some haven’t been seen since, like nineteen eighty eight eighty nine. But there’s a re connection immediate, and that was the inspiration from my video. Be the one and what? What I mean by that? You’re just gonna have to watch. The video is at tony martignetti dot com, and that is Tony. Take do now. It’s Miller time. No, it’s not Miller. It’s Maria time. Real simple. Maybe Maria drinks Miller. I don’t know. Probably not. She has better taste. She has better taste in that. She’s much, much more refined. She’s, Ah, she’s the prospect. Find her. She’s our our trainer all. She’s a Strainer and speaker on Prospect Research. He’s our research contributor. Her latest book is Magnify Your Business Tips, tools and Strategies for Growing Your Business or Your non-profit. She’s our Doi End of Dirt, cheap and free. She’s at the prospect finder dot com and at Maria Simple Maria. Simple. Welcome back after many, many months. Yes, thank you for having me back. It’s great to be here. Absolutely. You’ve been absent since Hurricane Florence, which you and I all know know verywell. Now we track hurricanes because we live in North Carolina very close to each other on that was last September, like September twelfth or so. Yes. You’re supposed to have been on. And you had to. You had to cancel because the hurricane was imminent. Yes, I was evacuating your evacuating, right. We had an evacuation order in my town, too. On. That’s last September. Now, are you Are you done with? You had some damage. You had more damaged than I did. Are you done re rebuilding? No, they haven’t even started. Yeah, that’s the problem that people don’t get. It’s hard is held to get contractors. And this is back from September. We’re talking about September. Well, yeah, well, we’ve got this contractors on site, but there have been a lot of insurance related issues, so that’s a whole other thing. Yeah, well, there’s that too, but but just the idea of getting contractors, people don’t realize that. Of course, I never did When I lived here in the city that it’s it’s It’s not uncommon for it to be years later. I mean, I guess we experienced it somewhat with Katrina. You saw, you know, the one year anniversary, the two year anniversary. But everybody, you know, Katrina struck me as a riel aberration. Although now as the climate changes, it’s it’s less so. But at the time, it seemed like, you know, it couldn’t be that devastating. But But even just Hurricane Florence from last September in the Carolinas, it is devastating. And people are still rebuilding and have not like like you. Yeah. Yeah. Still still waiting on a lot of a lot of work to get done. But you know what? I’m grateful and blessed to still have a roof over my head and we can live in our space so that that’s all good. Yeah, yesterday. I mean, when I say rebuilding, you weren’t destroyed. But you had you had damage damage in your in your apartment. What do you It’s a townhouse. Where do you have their townhouse? Condo. Thank you. Answer. Okay. That word eluded me. That’s a That’s an advance word from a condo. Right on your in your condo. Alright. So welcome back. It’s been many many months. I’m glad you’re back. Thank God you’re back. Um, so we’re talking about ethics? Um, what’s I mean? There is a lot of there’s a ton of private information and personal info, and you know, they have to be boundaries around what we collect and how we save what we do collect. That’s that’s issues here. Yes. So, you know, that’s definitely a lot of the issues here. You know, it’s it’s interesting because sometimes people will call me and they will say, You know, Maria, I need you to work up profiles, whatever these five or ten people we need, Thio know everything they’re interested in. You need to know their network on DH a sentence. They actually, as soon as they say that word network. I know that there’s a certain level of educating that I’m going to have to do even if I begin to start to work with this particular client. And and the reason for that is because what we as prospect researchers have access to, So whether you’re working for a small to midsize non-profit or you’re a college or university or ah ha, that all you have on ly to information that’s in the public domain. We do not have access to private information such as credit reports, right? So it’s important to make that distinction. Because when we’re looking at publicly available sources, we can never come up with a net worth. I don’t tell someone. Yeah, we’re going to get into detail on the Net worth conversation. I know you. Yeah, You specifically have wrote something on it. We’Ll get to that. Um but so let’s let’s let’s pursue what you just said about public versus private sources. I mean, I would think that when your clients hire you to do prospect research or when we task our prospect researchers if their in house, uh, we want all sources, whatever you can get it. Where did you get your hands on? No, right, that’s not so right. That’s that’s an uninformed doesn’t mean she can’t get your hands on. It might not be something that your organization would consider ethical. So an example of this might be, um, divorce records, right? So sometimes those be publicly access. However, think about this. If if you have to stop and think to yourself, how would how would this donor for a perspective donor-centric er ds. And if the answer to that is G, they might sever the relationship with our organization altogether. Then it’s simply not worth looking at those divorce records or even hey, even, maybe not. Maybe not be so extreme, but they would be upset that we were evaluating that. But But But But it has value. Okay, so let’s have a conversation. So I’m gonna push back. It has value to the organization. Um, if I’m trying to find out how much a person’s settlement is in a in a divorce, you know that that goes to what I think their capability is for giving to my organization. How much they gained or lost in a divorce is goingto figure into that calculus, all right, but just let’s say they’ve gained a million dollars from that divorce settlement. Are you entitled necessarily to that million dollars? It’s just like anybody making their money in any other way. Just because they have it doesn’t mean that they would want to gift any part of that settlement here working well, you, But you could say that about you could say that about anything. You could say that about their salary. Just because they make one hundred fifty thousand dollars a year doesn’t mean I’m entitled to any of it or one and a half million dollars a year. You could say that about anything, right? But that’s why I think you really want to rely more heavily on good old development, work and cultivation and developing a relationship and under standing what those people have an interest in funding on DH whether it’ll the lines properly rather than knowing the final settlement amount of what their divorces. Okay, But it’s still I mean, I I agree that it’s unseemly, but I’m I’m challenging it anyway because, uh, you’re stuck with me as the host. I mean, that’s the best. You’re the best reason I’ve come up with. So you’re stuck with it. You can either hang up or continue. It’s your choice on I’LL be fine without you. So don’t worry. You know, if you want to end up going so I mean, I’ll entertain myself. If nobody else, I just amuse myself. Um, no. Okay, so now but it’s still it goes to their potential. I mean, you’re you look at other sources of potential, right? Like like you public public public stock holdings, right? If the person happens to be an insider, you and I have talked about this, so this is not jargon jail material. You know, I’ve talked about this. If they’re an Insider Inc. Then their public, their their their stock holdings are public. That goes to their capacity to give. So why write? You have to find another reason why divorce settlement either gain or loss is not is not valuable info because because so far so far it’s analogous to a matter of public of insider stock. So when those when those insider stockholders file with the federal with the SEC right, the Securities and Exchange Commission, they know that this becomes part of a public filing that is completely searchable online, etcetera, etcetera. Operation will have it on their website. No eso again. It’s just what is the perception that they’re goingto have of you looking at the different types of records. So I think that again, and it’s just if your organization ends up having a policy that it’s perfectly fine to do that, then that’s fine. But I think that you do need to make a decision about you know if if are there certain types of records that you will consider off limits for your organization and just put a policy in place, whatever. Whatever way you decide to go, in the matter of, say, divorce records, for example, what’s another word not going against your policy? Do you think of another category of data? That’s Ah, a gray area. Um, you’re a professional, and you’re professional researcher. Yeah, well, you’ve been asked three years for other stuff that you felt uncomfortable with. Well, they’re what they’re I can remember one time in particular when I was researching an individual. Ah, that I decided not to put something in writing because I knew that the perspective donor-centric lorcan ization And this is this is across the board. You need to be aware of this, uh, altum non-profits do that. They could walk into your organization and say, Show me what you’ve amassed on the show Me any. Tell me my donor records. Show me my files. Right. Uh, so you need to be able to turn that over and know that they’ve been written in a very subjective and objective way. I’m sorry and not put anything subjective into it. No subjective statement. So, for example, there was something that I passed along to a development officer verbally, as opposed to putting it in writing, because I felt that it was going to potentially jeopardize our relationship that they were developing with that individual. However, it was very important that the development office, they’re new, that this person had insider trading and had done some paid a lot of fines for it in their background because they were considering this person as treasurer for the organisation Esso. I felt that it was my duty to toe let this officer know that this was in this person’s background because they just didn’t know that, right? Very Jermaine. Yeah, I think you might have used that as an example some other time for something else we talked about. That sounds familiar. Yeah, okay, but it’s a good one. It’s a poignant story. Okay, okay. All right, so So I. So I guess you’re saying divorce records. That’s the main. That’s the main thing that you find unseemly. And I do kind of like your standard do of what would if someone came in and read everything that we have on them. What would they say? How would they feel on that? That’s going to go to not only what you include, but how you describe it to how you describe your conversations with them. You know, you and I both agree that the best some of the best research, not all some of the best research comes from face to face meetings. How do you describe those meetings in your CR M after you’re back from the lunch or the dinner on DH? So thinking how the person would evaluate that feel about it could shade how you describe it? Okay, I gotto now. I just did a lot of talking. I gotta take a break. Hold on, Maria Simple. Stand by our last Break last break text to give you diversify your revenue by adding mobile e-giving. It is a misconception that this is only for disasters. That’s not true. You can build relationships by text. You do what you do it all the time with your family and friends. You can build relationships with donors as well. It’s very possible to do through texting. You learnt how, with the five part email, many course, um, to get into the many course you text NPR two four, four, four, nine, nine, nine. Now we gotta do the live listener, love. Ah, and it’s Ah, live listeners are in starting abroad. Seoul, Seoul, South Korea Gotta send annual haserot comes a ham Nida, of course, to Seoul Moscow, Russia Welcome Moscow on DH Hanoi Hanoi, Vietnam Sometimes Vietnam is with us, but we can’t see the city. But today we can we know. We know it’s Hanoi. Welcome, live! Listen, love to Vietnam and also Istanbul, Turkey. Very happy to have you with us Live love to you and Burundi. I’m sorry. We cannot see your city Brandy, but we know you are with us. So live love. I think that’s a first for burned e cool. And here in the U. S. Only couple Tampa, Florida Live love to you New York, New York Multiple love to see that. And on the heels of the live listen, love comes the podcast Pleasantry are pleasant trees. It’s multiple. There’s more than one listener podcast. In fact, they’re over thirteen thousand, so I can’t just send one pleasantry. The pleasantries to you so glad that you are with us. However, non-profit radio fits into your schedule. Pleasantries to you. Thank you for being with us on the podcast. Now, we’ve got lots more time for ethics in your prospect research. Um, anything you want to say, Marie Sample. I gave a big diatribe, and then I cut you off with a with a with a break. Anything you want to add or comment on About what I just said. Now, Now, I think I think we covered that in general. But I did want to spend a little bit of time talking about, you know, potential code of ethics that the organization might want to follow on where they could find some guidelines. Yes, you get your dirt free and dirt free. Resource is cheapen defremery everything. Okay, So there’s this awesome organization that you’ve heard me mention it before. That professional researchers prospect researchers either belong to it were at minimum, will adhere to their code of ethics and its apra a p r a. Dahna work. So that stands for the Association of Professional Researchers for Advancement. And the thing about APRA is that they’ve got this page of their website that is actually dedicated to their statement of ethics. So it would be great if your listeners at least went to the after a website. Took a look at the ethics statement Whether or not you remember and really take a look at you know what is involved? What are the areas that you need to be aware of as you’re putting together your your code of ethics for your organization. And they’ve even got a wonderful ethics tool kit. A za pdf document that’s chock full of great resource is so I really would encourage your listeners to go check out our our listeners. Maria. Simple, please. You made that mistake. You made that part in that pronounced twice. I share the listselect hours. No ownership here. Yes. So I I went through. I was disappointed with the statement of ethics. I I found it kind of vague. However, the tool kit had the good examples. Like I was looking for examples. All right, um, of you know, they talk about, for instance, in the statement of ah, statement of ethics, they talk about bilich shall only record data that is appropriate to the fund-raising process. So I was thinking for I was looking for examples of what’s inappropriate, but it gets flushed out when you go to the when you go to the tool kit now, right? So let’s, uh let’s talk a little about Oso in the ethics statement, it suggests a couple things like you should not be. You should not be friending prospects that you’re doing research on with your personal accounts for one is that that’s right. Is that your statement? Yes, yes, that’s correct. And and also, you should be transparent when you are doing any type of research on behalf of your organization, right? So if you’re, uh if you’re if you’re calling somewhere to find out, you know, whatever. Somebody stop holdings are something like that, you know, in public stockholding records and and they ask you, you know who’s calling you. You have to be transparent as to who you are on DH, you know, and what organizations of your work you know as well. So you want to just make sure that your you do have maintained the standard. Okay, so So when you’re calling, you’re not just saying, uh, my name is Maria Simple, but you’re giving the name of the organization that you’re calling on behalf of two. Is that what you mean? Right? And quite frankly, it is rare that you’re going to be asked for, you know? So when they’re publicly source to information, they’re typically not going to be asking, you know who’s calling? I mean, I’ve never called. For example, if I can’t find information on tax assessment records, right or tax property tax records and I call it an assessor’s office, they’ve never really asked Who is this? Why are you asking? Because they know it’s publicly available information. They just give you the information that you’re looking for, you know, on that property record so you can call and ask about any property you know, anywhere in the United States, and you’d be able to get that information without being asked. But if in the in the event that you ever are rushed to be transparent, so the same goes on social media, right, um, you can That’s why you don’t want to make a fake profile. But I know I saw that. Yeah, people do that. You don’t want to make a fake Lincoln profile with the, you know, with the intention of trying to take all these people into becoming your first degree connections just so that you can reap all this wonderful information off their profile, right? Because now they might be okay. Here’s an interesting one. Suppose they’re talking about their divorce on, um, Now, don’t make it Facebook, because the likelihood of friending prospect on Facebook is pretty slim, I think. But let’s see. Well, wait. Now let’s see if they’re If they’re a fan of your organization Page, does their personal feed become visible to you? No. No, it doesn’t. No, no, it doesn’t work that way. Okay, but if they made any comments, you know, on DH, I got in. Any person would make a comment about their divorce, and I’m trying to I’m trying to make it more like trying to make it more likely. Okay. Suppose this supposes Twitter, Um, suppose you’re the organization is following them on Twitter. Um, and, uh, and there another bitter. Or maybe they’re ecstatic. Maybe they did great. You know, maybe the guy reaped a big reward. Um, it feels like he you know, he’s got over. So the guy or the woman is now bragging on Twitter and you’re following them. That’s that’s public now. Right now, it’s now it’s public. Now it’s public. So in my opinion, I think my fellow researchers would probably agree with this. It would be perfectly fine Teo to take a screenshot or quote what was said and then give attribution to the day, uh, that you saw this particular quote on Twitter. Ah, and but again write it in a very objective way. So you know you don’t write. You don’t introduce it by saying, you know, looks like metoo windfall in their divorce, as evidenced by the tweets. And, you know, just you know this so and so commented on their divorce by saying, you know, the couple was divorced, It would appear the divorce is final and the prospect had the following tweet regarding their divorce. Not now. Very objectively written. Okay, I agree. I see. Um, so going into the going into the er going to the tool kit? Um, they said something about list sharing that I was surprised by, um, list sharing. Never share lists with volunteers, key stakeholders, um, etcetera, etcetera. But But they were saying they said volunteers and key stakeholders. But we’ve talked about Andi. I’ve had other guests to talk about sharing lists with board members. But but this opportunity, it says you shouldn’t be sharing this with volunteers and key stakeholders. What do you make of that? Yes, so again have a very clear policy in place. So if your organization’s policy would be that the only stakeholders who would have access to discussion of proactively created list would be boardmember and state that on DH, then maybe put together ah, confidentiality confidentiality policy for your volunteers board members on employees. Also, by the way, on DH, we could talk a little bit later about a particular organization that has an excellent example of those types confidentiality agreements. But if you are going to start doing that type of list creation, discussion of lists or even quite frankly, discussion of any prepared profiles that you have on individuals, it’s going to be a good idea. Tto have thes confidentiality policies in place. Okay, okay, shut out the organization now go ahead. The one that has good, good examples. What right? And so there’s one called the National Council of non-profits. Ah, and the the way I actually got to their their confidentiality agreement was actually through through the two tool kit and through operas website. So that would be a really good place for you to start. And then, you know, get your way over to those agreements that they get very good samples that you could literally just, you know, very easily modify, um, plug in the name of your organization, you know, run it by your attorneys to make sure that being the language would be appropriate for your organization and then actually have these folks sign it. So, Fury, let’s say you’re only going to have the Development committee is going to be the only folks that have access to any, uh, any of these profiles or these lists that you create and make sure that everybody on that development committee, whether they be a boardmember or outside the board, you might have you might have some outside boardmember is also involved in development efforts. Have them sign the agreement as well. And then these documents have to be treated properly after they’re after there. You set the board meeting, right? Absolutely. Absolutely. If you decide to print anything out, be extremely careful about what happens with those documents. Try not to let any of them walk out of the room, make sure you’ve got a shredder in house. The last thing you want is for something to go into the trash and, you know, or recycling or whatever and then get, you know, literally the wind blow it around the neighborhood. So did you want to be careful? And even though it’s all publicly sourced information, still, it is something that, uh, that they were accepted the donor or perspective donor. You know, out there in aggregate, it could be a lot more valuable than individual discrete pieces of data that people have to go and find on, especially when it’s a list of fifty potential major donors, etcetera or even foundations. All right, I want to give you a shout out. You are. You are named in the Capital kit because you wrote an article about being more than networth for from non-profit times and we so So you already already explained why you need need no liabilities, not just assets if you if you’re going to do real net worth. But they shot you out in the tool kit. So I wanted to mention that. Okay, wait. Just have thiss flies, but it always does with you. So we just have, like, thirty seconds left. Um, wrap us up. Okay. So to wrap this up, then you’ve got all this wonderful information. Make sure that it is stored in a secure way. Locked file, password protected files if you you share it through e mail. Make sure through password protected, encrypted ways that you’re communicating this thes profiles and so forth on. So make sure that the data is all security in some way. Ah, if your whatever you’re using Teo as your cr m Teo donorsearch software, make sure it’s password protected. And I know exactly who has access to those passwords, then change them often. Thank you very much. Maria. Simple. She is the Prospect Finder trainer and speaker on Prospect Research are doi and of their cheapened free you’ll find her at the prospect finder dot com And at Marie, a simple thank you again. Maria, Thank you for having me. Good to see you again. Thanks. My pleasure. Next week, more from the non-profit technology conference. If you missed any part of today’s show, I beseech you find it on tony. Martignetti dot com were sponsored by pursuing online tools for small and midsize non-profits, data driven and technology enabled Tony dahna slash pursuing by witness Deepa is guiding you beyond the numbers when you’re cps dot com and by text to give mobile donations. Made Easy text. NPR to four four four nine nine nine A Creative producers. Claire Meyerhoff Sam Liebowitz is the line producer show. Social Media is by Susan Chavez. Mark Silverman is our Web guy, and this music is by Scott Stein be with me next week for non-profit radio. Big non-profit Ideas for the other ninety five percent Go out and be great. You’re listening to the talking alternate network e-giving Good. You’re listening to the Talking Alternative Network. Are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi, I’m nor in Sumpter potentially ater. Tune in every Tuesday at nine to ten p. M. Eastern Time and listen for new ideas on my show yawned potential Live life your way on talk radio dot N Y c 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, Theo. Best designs for your life start at home. I’m David here. Gartner interior designer and host of At Home Listen, Live Tuesday nights at eight p. M. Eastern Time As we talk to the very best professionals about interior design and the design, that’s all around us right here on talk radio dot N. Y c. You’re listening to Talking Alternative Network at www dot talking alternative dot com now broadcasting twenty four hours a day. If are you a conscious co creator, Are you on a quest to raise your vibration and your consciousness? Sam Liebowitz, your conscious consultant and on my show, that conscious consultant, our awakening humanity. We will touch upon all these topics and more. Listen live at our new time on Thursdays at twelve noon Eastern time. That’s the conscious consultant. Our Awakening Humanity. Thursday’s twelve noon on talk radio dot You’re listening to the Talking Alternative network oppcoll

Nonprofit Radio for August 31, 2018: Stay Out of Email Jail & Real Estate In Prospect Research

I love our sponsors!

Do you want to find more prospects & raise more money? Pursuant is a full-service fundraising agency, leveraging data & technology.

WegnerCPAs. Guiding you. Beyond the numbers.

Credit & debit card processing by telos. Payment processing is now passive revenue for your org.

Fundraising doesn’t have to be hard. Txt2Give makes it easy to receive donations using simple text messages.

Get Nonprofit Radio insider alerts!

Listen Live or Archive:

My Guests:

Amy Braiterman & Dan Clasgens: Stay Out of Email Jail
And avoid deliverability death traps. Segment. Re-engage. Analyze. What’s a pristine? Our Nonprofit Technology Conference panel breaks it all down. They are Amy Braiterman from CDR Fundraising Group and Dan Clasgens with DAV, Disabled American Veterans.

 

 

 

 

 

Maria Semple: Real Estate In Prospect Research

Maria Semple

Maria Semple is our prospect research contributor and The Prospect Finder. She returns with resources, tips and strategies for reactive and proactive real estate research.

 

 

Top Trends. Sound Advice. Lively Conversation.

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

Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.

Get Nonprofit Radio insider alerts!

Sponsored by:


View Full Transcript


Transcript for 405_tony_martignetti_nonprofit_radio_20180831.mp3

Processed on: 2018-11-11T23:53:47.420Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2018…08…405_tony_martignetti_nonprofit_radio_20180831.mp3.793873666.json
Path to text: transcripts/2018/08/405_tony_martignetti_nonprofit_radio_20180831.txt

Buy-in 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’m glad you’re with me. I’d suffer the effects of cola sister gas draws to me if you gold me with the idea that you missed today’s show, stay out of e mail jail and avoid deliver ability traps, segment reengage analyze what the heck is a pristine our non-profit technology conference panel breaks it all down. They are amy braverman from cdr fund-raising group and dan class skins with dv disabled american veterans real estate in prospect research. Maria simple is our prospect research contributor, and the prospect finder she returns with resource is tips and strategies for reactive and proactive real estate research. I’m tony steak, too, the late summer finger wag responsive by pursuing full service fund-raising data driven and technology enabled tony dahna slash pursuing capital p wagner, cps guiding you beyond the numbers regular cps dot com by tell us turning credit card processing into your passive revenue stream, tony dahna em a slash tony tell us and by text to give mobile donations made easy text npr to four, four, four. Nine nine nine here is stay out of e mail jail from welcome to tony martignetti non-profit radio coverage of eighteen ntc non-profit technology conference coming to you from the convention center in new orleans. Sponsored, of course, by hosted by non-profit technology network and ten this interview, like all our eighteen ntcdinosaur views, is sponsored by network for good, easy to use dahna management and fund-raising software for non-profits my guests are amy braverman she’s, associate director of digital media at cdr fund-raising group, and dan class ken’s, digital marketing strategist for dvd disabled american veterans. Amy dan, welcome hi! Thanks for having us. Thank you for having this time. Have you not brought radio? My pleasure. Your workshop topic is stay out of email, jail and avoid deliver ability. Death traps. Yes, that’s. Very good. And we now i covered this probably two or three years ago. And i learned that there’s such a thing as a une e mail deliver ability specialist that’s a title. People people study this stuff. You have to study this stuff to stay on topic. Okay. It’s a full time job. Really? Amy let’s, stay with you. Why? Why? Hyre what kinds? Of problems that we having generally, we got plenty of time together going to detail. Okay, start us off, general. Generally, i think our biggest problem is that there’s a lack of control there three main factors that kind of go into email deliver ability, and that is the email platform that you’re using you yourself, the non-profit and your best practices hyre how you’re sending e mails and then lastly, the mailbox providers, gmail, hotmail, yahoo outlook they all have different rules for how you get your emails in their inbox is how you reach your supporters and because of those three factors and the complexities that they all have it’s really tough. Teo, just stay on top of everything makes it a full time ok? It sounds a bit of a morass. Damn morass. Yes. Oh, i mean, absolutely. It’s changed your q. I think your radio probono hyre on dan. I missed the count. Well, i think what we’re finding honestly is people you want to engage with people that want to get they want you to engage with them, and i mean, we as marketers way are not really big fans of having to keep up. With these rules, but as a consumer, tony, i mean, you only really want to get the information that you’re interested in, and from that standpoint, i think google and yahoo and i mean they’re their jobs not to serve us it’s, to serve the consumer, and i think they’re doing a good job of it, okay? So they have the interest of their customers, principally, right? And not you other people are serving you, but not the email providers. Yes, i think i think the biggest challenge is it’s just it’s such a huge change of mindset, of going into it because, you know, in the in the world where i live in a stable american veterans, i mean, we’ve been one of the very large direct mail operator for a long time, and i mean, buying less ranting list, i’m as part of the direct mail business, and there you just take every address and amy and get you send a mail, right? It doesn’t work that way in the inbox anymore and it’s causing us to really change the way we think about how we do email folks and i think it’s also because it usedto work. Like that, i mean, email best practices years ago where send your e mails to everybody, everybody and anybody, we don’t care who you are. We don’t actually really care if you’re that interested in us or what you are interested in. And because of the fact that our in boxes are generates so much information. So many e mails? Well, yeah, i mean, it was even three years ago. I remember before i join cdr doing an email audit where that was the organization’s practice, and i was trying to explain to them, hey, we can’t keep doing this because you’re going to get these five percent open rates are going to ruin your center reputation, and they’re like center what? Like, you know, two years ago, i’m sure there was folks in our session today who are, like, we’re still sending to anybody we know about this segment thing, and we know why we should do it, but weren’t we have to it’s a total is dance, i’d like change your mindset of going from we want to reach everybody, and we need max impressions, too. We need to make sure that we are maintaining our reputation and how we’re interacting with our supporters, okay, this center reputation it’s a pretty simple phrase to understand, but it’s it’s it’s what? The platforms, the email platforms are these have judging the fight. They each have their own score that’s what makes it tricky? They don’t all play by the same rules. Yeah. It’s a morass, right? Yeah. I mean, extended reputation. We’re saying in our session today is basically like, your credit score is already done. Yeah, where you going? Outside or on the downside? We’re coming on the booze. You’re the khumbu. What? You even show happy hours here, right after this and the wind, the open bar non-cash bars only about twenty five feet away. Also we figured, hey, why not reach more people and tell them about all of our trials and tribulations and successes and maybe not such here’s the thing email, i mean, whether you’re a large non-profit like myself, a disabled american veterans or you’re the smallest non-profit in this room, this challenges facing all of youse gotta send her reputation. You know what? It or not? You’ve got one. You’ve got one, okay? And it may be good or maybe bad and it’s the same like analogies of your credit score. If you go to buy a car, you can buy a car with a bad credit score. There’s going to be huge interest rate, you can still send emails with the bats under reputation. You just might not be actually getting to the people. What are some of the factors that go into the centre reputation, dan? Well, i mean, i definitely understand it varies across email platforms. Yes, so i mean, how much people engagement your emails? Are they opening your e mails? Are they clicking on things who you’re sending it to? We’ve spent a lot of time our session today talking about spam traps and, you know, the providers out their pristine spam mail traps, for instance, or one where they actually put thes fake e mails out there. And if you’re not practicing best practices, buying list and doing these other types of activities where these e mails are on there and you’re going to them that’s a trigger that you’re not following these best practice. So there’s these traps out there, it’s like a land mine, and we’re just walking through there drops spam traps, there’s all kinds of so they’re seating bogus addresses on tow until lists that it shouldn’t be buying. Yes, okay. And you maybe what? What? What traps way covered four of them today. The four main ones we did the pristine. The next one is the recycled spam trap. And this is something that so pristine. The big difference is a human never had that they’re created tio by the email industry to make sure you as an e mails under r following good practices a pristine a pristine, pristine, pristine like a pristine beautiful beach with your note. But it’s not very beautiful. Now, it’s not okay, what’s a pristine okay, so the first teen is they’re created by non humans to monitor your email practices to make sure that email centres like devi or any non-profit or any for-profit consumer product is sending emails responsibly. How does it do that? How does it work? I have no clue because i am not that technical, but you can google and find out a little bit of i mean, look into pristine there other type of perhaps we talked about were like way too so for typos like you misspell it. Like instead of gmail g mall, yahoo without the one of the o’s or something that gets onto your list fake address. You don’t really want to give someone your address, but you need to complete the form. So if you’re sending to a lot of these like where the email addresses misspelled, they’re the domain is misspelled. That’s ah, that goes into this. Yeah, it’s not as much of a factor of some of their you know their heads. Different variants is teo, but they all play into it. It’s, time for a break pursuant. Their latest paper is pursuing e-giving outlook. You’ve heard me talk about it. They took the latest fund-raising reports. They boiled it all down. It’s ah it’s ah it’s! The thie essentials that you need from all the fund-raising reports that have come out recently all in one concise content paper plus there’s a video archive. Go to tony dahna em. A slash pursuing remember the capital p for please now, back to stay out of email. Jail. Okay. And then what was the fourth one? The fourth one is a role account. It’s a little bit more difficult to explain. But it’s it’s kind of in that same vein of, like, it’s? Not really you it’s something else that was added on there, and then the recycled, which we touched on for a second. But that is an email address that used to exist by a real human being and then is no longer in use. And after a period of time, the email provider the mailbox provider has said, this is not tru e mail address anymore. Okay, so they wait all these things together. They put them through their mash, and they decide on your center reputation. Yes, and it’s like a scale from one to one hundred. Anything above eighty is great. Seventy to eighty is saying you’re doing well, but you have room for improvement below seventy says, wow, you really need to fix your practices and that’s where it could impact you deliver ability. So so you’re saying the email providers will just not deliver your messages? Yeah, they just go off sometimes in the la la land buy-in we’ll sail on the whole the whole campaign with this one whole send all of it tonight could do that or it’s going to vary again. It’s going varies. Based on the timeline out provider that you’re going through to get to your constituents, that is okay, but you shouldn’t be risking obviously don’t want be risking it. I mean, if you’re if you’re below seventy with female, you’re in bad shape. I think the big thing is your score coming from coming from a fund-raising perspective at a non-profit like d a d i mean, we are driven by the ultimate dollar, right? So trying to get folks to realize that, hey, we can’t blast out all five hundred thousand of these people because half of them aren’t even open in the e mails if they’re not opening, they’re not engaging it’s, hurting all all that impacts deliver ability, but amy is found with us, and with other accounts of cdr and an industry has is we’re actually emailing less people more frequently, and we’re generating more revenue from it. Okay, okay, you’re deliver ability. Your reputation is hyre you’re engaging with, you’re sending two people who truly are engaging with you all those reasons, right? Exactly. Okay hey took the cliff notes version of our session today. We’re drill well. Let’s. Wrap it up. I got another. Fifteen minutes or so, roughly, but it’ll go fast. Kruckel okay, so we talk about avoiding the death traps, all right. Are there any more death traps? Anything we need to know about about what the industry is doing to snag us up recovered? Yeah. I mean, spam traps were the big thing. And the thing that we really shared with people today is that hitting a spam trap isn’t the end of the world. When you google for reports or to find out about spam traps, the resource is like what you’ll see back is all these very dramatic things that make you feel like a horrible e mail market or if you hit a spam trap. But it’s, not the end of the world you can really recover. And spam traps are telling you that you actually have a symptom of a larger problem. That there’s something going on with your email practices. That is just not working. And you need to take a look at it and figure out, you know, what will work. You know, i was actually thinking about this, dan, like when we hit a pristine spam trap in january of twenty. Seventeen and had a two percent open rate from an audience that we were getting seventeen percent open rates before so it’s a huge drop and it let us know we clearly have an issue, and i honestly think that hitting that spam trapping experiencing that was really the best thing has happened to us definitely opened our eyes and change the way we act. Yeah, you work together, we work together, we worked with cpr. Yes, dahna could never you could smoke whatever with your eyes not aware we want teo, especially our fund-raising right, it’s growing it’s always fund-raising growing doesn’t talk about sex vacation because that’s that’s a solution to this isthe dan, how is segmentation solution? I think just knowing what people are interested in and feeding them, information that relates to their interest is huge, and once again, i mean, we’re come from a world of direct mail where we’re mailing out this mail piece toe hundreds of thousands of people and that’s what’s cool about digital is you can really get it down to a very small interest group and hit him with that interest. I think what we’ve done with our segmentation has really paid. Big dividends and the fact that, you know, we’re able to see, because each of these people respond differently the types of messages to the different types of subject line, so we were able to test better with segmentation and overall, i just think that it goes back to what i said before, people that want to get our stuff, they’re going to get what they want and that’s, why we’re seeing the metrics and the click throughs and everything else respond accordingly. Is there any segmentation beyond interest? Well, yeah, i mean, we we got the frequency that they donate, obviously. I mean, you know, when’s the last time they made a gift, what type of action did they take with the organization? I mean, where do they attend a Job fair where they’re 5 k participant? Where are they? A veteran? Are they not a veteran? I mean, there’s, a lot of things of in segmentation there’s a lot of layers to it. You need a really good date. I think one of my challenges at our organization and we’re striving to get better every day is taken. All these separate databases out there that you know, these silos that exists and merging them together and having this global view of how this hand impacts this hand and, you know, it’s part of my job every day, and, you know, about amy and her cd, our team really works on developing great strategy, i’m in there educating the stakeholders and trying to manage, you know, all the politics that go on inside a large, large organization and, you know, making strikes, people are listening to what i’m saying, they’re so that from that point, you know, we’re doing good things, okay? Okay, amy, anything you want to add on deputation or you like them, dan covered, and i think the best thing about having dan as like our email partner or digital fund-raising partner and marketing is that he’s done an amazing job educating internally, learning, learning we’re all learning together and then getting those stakeholders bought in and if you’re a non-profit out there and you’re struggling with this, that is probably the hardest part is educating internal resource is and just stake orders about hey, we’ve got to make these changes because, yes, the money is still coming in, but eventually, if our center score continues to drop, we’re going to not see that money. No, you have a case study one hundred twenty six percent increased in open rates. Is that is that a tv or somewhere else knows it was that dvd. So when we hit that spam trap in our way, we’ll learn from what can we learn from it? We can learn that you need teo segment your audience. Find out what content is relevant to them. Get buy-in from internal state quarters and you can recover from any mishap that has happened to you. You can get open rates that go from two percent up to where ours air usually steady now in them twenties at twenty three. Twenty four percent. You know, we used to judge a good open raid at, like fifteen percent was an industry standard. I think for us a deviant cdr. I get bummed out when we’re not at a twenty two or twenty one. I’m like, oh, let’s, figure this out, let’s see what we can do. I think the other metric that is our new favorite is open to cliques. So this says of the people that open my email, this percentage clicked on. It and that tells you if you sent them content quick, something is like something in it, like click to a donation form, click to a survey promotion, more anything and that tells you if your message and the content you’re providing your supporters with means something matters to them, it allows us to also see the content they’re interested in. What are they clicking on? What aren’t they click on? I think the other thing that’s really played into the whole email challenge we face is the the idea of unsubscribes for spam people marking you as a spammer is like death sentence. I mean, essentially they’re saying your spam and not only they saying that they don’t want your stuff, but they say they’re your annoying them and that you’re not they don’t. They didn’t ask you to come there in the first place, and what we’ve learned and we’re learning every day is, you know, we sent out a large audience and you get a handful of spam rates, but the percentage is so low that it’s not as impactful if we just be about one hundred people and two people. Click on spam suddenly that’s two percent and that span percentage rate is another thing that plays into deliver ability. So one of the things that we’re working to do and put more in our strategy is to make it maur educate people how it have two unsubscribes easier making unsubscribes more available because if they don’t want to be bothered, then we want to stop bothering them. And that’s that’s really what these providers air forcing us to do. And at the end of the day, i think from from a consumer standpoint, it’s awesome, but from a marketing standpoint, a those that adjust and and go and change the way that they do things i think there’s still going to find probably way we’re fine is even more success than the way we used to operate have a hacker, the rial spammers getting through that because i’m you know, i’m marking junk all the time. A lot of i p addresses a lot of their spoofing are there? Or are they just there constantly turning over? Yes, every day i mean there’s a lot of everyday, they change, i think, there’s something like two hundred thirty four million spam traps out there. And there’s it could even be billion like it’s huge and there’s a a not a crowd sourcing thing that allows you to track spam and see how many traps are currently live and what’s happening in the internet just to give you like a thermometer checking the pulse rate of what’s happening out there because i know i know some of the bad guys are getting through. Yeah, they get there. You just want to minimize it. I mean, at one point, when we in order to get that very low open right, have issues that we saw. We probably hit a few hundred spam drops. You’re not going to hit one spam trap, there’s. Not like one out there that like. Oh, i hit the one you were going to hit multiples. You could hit three recycled like we celebrated huge success going from a few hundred two. We only hit three like that’s. Amazing. Because there’s. So many out there and it’s. Very easy to get to let’s. Talk about re engaging you. You touched on amy reengaging. People who aren’t engaged aren’t clicking. What are some tips for? For this let’s? Spend a few minutes on this. Yeah. I think one of the things that we all struggle with is it’s hard to say good bye to people like you want you know it as fundraiser isn’t even unsubscribes way don’t like to see that list, especially for what we pay the cost per acquisition in this industry is so high that it’s like it’s hard to give up on that, so what we’ve started doing is every time we’ll do it full, send sometimes to r un engaged file and will recover some people, which will see that as a win will take the hit on the spam complaint rate to bring back some more folks we’ve advertised to them in different channels, whether it’s, facebook or doing in male ads like for yahoo, our gene mail, those air this sponsored ads at the top of your inbox and then what we’re actually really focusing now on is how can we be a lot more thoughtful in trying to re engage so making the qualifications for who’s going to get that reengagement email stricter, you know, like let’s send to lapse donors from the last two years and see how that gets us let’s do laps donors the last year. Let’s do laps donors for a year and open an email a year ago. So we’re like working through to see what kind of rates we can get. Who we can bring back and figure out what that unique. What works for davey and that’s that’s. Kind of our re engagement tactics. What do you feel is a decent reengagement rate? I don’t think we have that yet. I don’t know, i don’t think we have that thing is every time we hit this un engaged audience so there’s good there, i’m out of it, but there’s bad too. So what we’re really trying to drew is sort of strike a balance of what that is, and i think it d a v for us as well, it’s harder not to crack because we’re dealing with a lot of different groups here, like we have our donors, as i mentioned right there, there’s the one point three million members of the organization that an entirely different group of folks we have our advocates, those that are part of our commanders action network, that air really interested our legislative issues and all these different arms out there. What might work in one audience doesn’t necessarily translate to another audience. So i think as you look at your organisation, you have to that’s where it goes back to the segmentation, understanding what drives those people, what motivates those people in the more data you have to support that, i think it will help you figure out what are the better strategies to re engage in these folks and at what point is amy said, are we willing to say goodbye? Is it possible that we’ve talked around it’s a little bit to figure out why your emails aren’t getting what? Why your emails aren’t getting through to you? Can you tell what whether you had a spam trapper was pristine? Or is it possible to evaluate that or you can their companies out there that can give you reports to tell you what types of spam traps you’re hitting to tell you how many different ip addresses air out there for you so there’s lots of different ways to figure out they’ll tell you what’s going on, but they won’t say, oh, this is specifically why you did it that’s kind of up to you to figure out, but chances are that you can get that information at least on how many types of traps you’re making your hitting because what it does it allows you then to do to go clean up your file, i think that’s another important topic that we haven’t talked on is let’s clean up the file. So now that you identified a problem, i hit to spam. Traps or one hundred, spam traps. Whatever your case may be, you can work with different services to have them look at your file. They match it up with the different mailbox providers, and they’ll tell you whether or not they’re valid email addresses invalid. Whether they have, ah, hard number of heart bounces off, bounces that, whether their spam complainer. So they have the propensity to hit spam on your emails. And what that allows you to do is put on lee, sent to the valid e mails. You know, take all of those invalid, take all the ones that are marked as spam, and put them in a group and not talk to those people. So then that also helps to ensure your developed deliver ability is happening, and that you have a good center score oppcoll way still have a few minutes left together. What what haven’t we talked about? That we should be flushing out more. I definitely think the tools we’re using, you know, different non-profits of different sizes have different tools, and she mentions a lot of these providers that score your tools, but just the tools that you have, i mean, obviously, you know, there’s big companies like blackbaud there’s the male chimps in the different things, but knowing how, you know, turning to them as a resource on some of their standards, because as amy mentioned before, there’s three parties in this and they’re one of the parties, so the googles and the yahoos and all those providers they’re i mean, they’re they’re the gatekeeper on that end, and we can practice our best practices there, but take advantage of those resource is out there. I don’t think that enough people actually go on and look at the research and the information that’s out there, and this is very nice that you’re saying that the email provider, the email providers they themselves put out there and, you know, amy and i, we’re we’re more marketers than we are techies. So if your organization has so somebody in charge of email that’s, more of a marketer or somebody in the communications team, for instance. It’s, good to loop in some of these folks i know for me and my organization. I have been lost without some of the stuff that cd ours helped assan cover. Having them to turn to is a resource helped implement some of these things because it changes every day to wave made a lot of progress. But this story’s not ending because then you could be two steps forward. One step back kugel changes something they’re not sending out of press release, right? We’re learning you want after that after after you dahna campaign or ascended it’s fun, you know the job’s never the same any day. That’s one thing that you can say for sure when it comes to evil marketing hundreds and like dan it’s totally right, you know, even us, as you know, as a friendraising agency are focuses on fund-raising and marketing, raising money and using the reaching out to your the platform that you’re using to send your email getting their technical help. It’s huge! I don’t think i would be where i am or as a group with davey without having the support of their i t department, they helped us do cem further very authentication called demark and deacon. Which folks can google learn all about it’s? A little bit confusing, but it’s really important? Because it insures that hackers aren’t spoofing your emails and that aren’t sending things under the dv domain that are actually devi. We have george in jail on twenty one radio you just transgressed seriously, we’re ah, i don’t think we have enough time to explain, but just repeat de marque de marketmesuite oppcoll that and decamp d market with the c a r c and d kim decay. I am i’ve seen these things in print. I don’t know what they mean. All right, we’re gonna let you off the hook. Thank you. Or sorry for the jargon jail. But they are. It is very important. Teo, just go and check it out. Go ask your i t department about it. They can actually educate you on these two terms and check and see if you need to get better email authentication and implement these leads to tactics. Okay, dan, anything you want o close with god. Give you a few seconds to close. No. Honestly, i just think that, like i said, it’s it’s every evolving, so it’s going to change a month from now, six months from now stay on top of your game. If they want you, they want you to contact him. That’s what you want to contact, engage him and make it more about them instead of about you. And i think the more non-profits do that, the more success they’re going to find that’s dan class begins, i say right, you got i did with the hardy digital marketing strategist of devi, the disabled american veterans and also amy braverman, associate director, digital media at cdr fund-raising group. Thank you, amy. Dan. Thank you. Thankyou, tony. This interview sponsored by networked for good, easy to use donorsearch monisha and fund-raising software for non-profits. This is tony martignetti non-profit radio coverage of the twenty eighteen non-profit technology conference. Thanks so much for being with us. We need to take a break. Wagner, cps. They go beyond the numbers they’ve got. The resource is for you. Lots of different subjects at weger, cps dot com and you click resource is after you spent some time on the site. Pick up the phone. Go in. Real life talk to eat hooch doom. You know him? He was on the four hundredth show. He’s been a guest. He’s a partner there. He’s a pro. Good guy, wagner, cps dot com. Then have a chat with you now for tony’s. Take two it’s late summer and i’m wagging my finger at you reminder. I implore you. I can’t beseech, but i do implore make time for yourself over labor day weekend. You don’t just find it. I can’t find time. I don’t have time. I can’t find any time. Make the time make the time for you you have talking to you. You the person you personally make time for yourself over labor day weekend. Hopefully did doing summer sometime. But i regret to inform you that labor day is creeping up and, uh, you need to make time urine e-giving profession. You need to take as well that you can give efficiently and feel good doing it time alone is restorative it if it’s refreshing make the time there’s more on my video at twenty martignetti dot com. I’m very glad to have maria semple back. You know her for pete’s sake. She’s the prospect finder. She’s, a trainer and speaker on prospect research. Her latest book is magnify your business tips, tools and strategies for growing your business or your non-profit she’s, our doi and of dirt cheap and free. And i know she’s not gonna let us down today on that she’s at the prospect finder dot com and at maria simple. Welcome back, maria. Simple. Good to have you. Oh, it’s. So great to be back. Thanks for having me. Pleasure. Absolutely. Um, you want to talk about real estate and i was game real estate for prospect research. What’s the value here. Well, you know, it’s it’s kind of interesting because i always include real estate data in every single research profile that i do. So i almost feel like we’re doing a back to basics show here. Okay, you know what we’ve got? You know, the core pieces of information that that really should be part of every profile and real estate is is definitely one of them. And i was, you know, in preparing for today’s show. I was trying to come up with, you know, the why? Why would we want to even focus on real estate? Why is this important and so you know, i’m going to offer up a couple of reasons. You prepare one. You prepared. You wanted you wanted teo. I’m doing that. Okay. That’s. Something new. Okay, so one is from a report called the cap gem and i world wealth report, which indicates that really state actually account for eleven percent of a high net worth individuals. Total assets, right? So, i mean, when you think about the average person, right, if they own a home or they own a coop or an apartment or something, i mean that’s a significant portion of their wealth, right? Because, you know, are they going to gifted to you? Are they gonna liquidate that asset and give you the money? Probably not. However, that does lead me to think about planned e-giving, as you know, a way to think about real estate as well. Especially if you know, your prospects happened to be a childless couple. So plan giving is something that, you know you might want to think about with regard to any of their real estate holdings that they may have, whether it’s, you know their primary home or or secondary homes. Yeah, there’s. A lot you could do with real estate, certainly the methods you mentioned, if a lot of times you might hear that child or the children don’t like the beach house or the don’t like the home upstate in the woods or out in the mountains, and so that strongly suggests that it’s going to be liquidated or, you know, you might hear that those exact same sentiments and there’s a possibility that that piece of real estate could be left to you so that the person or the couple can continue living there for their lifetime and they pay all the expenses, and then you’re at their death at the death of the survivor, actually, with the survivors death, the property immediately is transferred to you because because you’re actually changing the the deed of the property that’s all called a retained life estate, she wanted to google it and find out more, but you don’t need the unity of the jargon just understand the concept, you know, if there’s a couple that is expressing dismay that the kids don’t really want the house? Uh, yeah, so that and, you know, by the same token, if you happen to come across in doing your research that a particular property of one of your donors is actually owned in a truck. You know, that kind of should send up that little signal flag to you that they have done sametz state planning. And you you want to make sure that you know you’re involving all the correct parties in the conversation. If you’re coming across the property owned in a truck, how would you find that out in your research? Well, if so, let’s say you have the name of aa prospect your your donor and you have their address and in researching their address, you find that the property is not in the the donor’s name or the donor and the spouse’s name, but rather it’s owned in a truss, actually that’s going to be? Yeah, yeah, totally it’ll be very clear because it’ll be titled that way. Ok? It’s it’s titled to the right the asset is titled to the trust. Okay, so so in your public records, that’ll do that’ll reveal itself. Yes, absolutely. So, you know you mentioned public record, so we’re very fortunate in this country in terms of doing donorsearch research on in these types of public records because all real estate across the united states is part of public records, most of it is accessible on the internet very, very occasionally, if it’s a really small little town that maybe doesn’t have a big web presence or they don’t have their tax assessor rolls, you know, available online, i might need to make a phone call, but i have to tell you that is happening less and less for me these days. Aziz, i’m able to find most of that data that i need online. Okay, you got i’m sure you have some sights, recommendations free and dirt cheap that you can share. Yes, absolutely. Absolutely. So, i think a really good starting place to be able to start finding, you know, ah, assessed value and taxes that people pay on their properties. Um, if you don’t know where you’re where the local tax assessor office is available online and so forth there’s one site that has a compilation state by state by state this toe where you can actually find the assessor info and it’s actually a fellow prospect researcher and she’s been maintaining this site for years. Her name is cristina. Pulawski and her sight is pulawski dot net, and i’ll spell that quickly uh, p u l a w s k i dot net and, um, if you go to that site, you’ll see a listing of all the states click through to the state of interest to you, and then you’ll easily be able. Teo, find the data that you’re looking for in the assessor and this is a free site. Yes. Pulawski dot net is free are doi n i knew are doing was not gonna let us down. Oi, end of dirt, cheap and free. Ok, what else you got? So so that that’s one that i really like is a good jumping off point for although that’ll get you teo teo, the assessor assessed values a cz well as taxes. So so let’s talk about those two pieces real quickly. You know, assessed values are very often not what the market values are. So in a minute, we’ll talk about some market values, sight. But, you know, i always like to include what is a prospect in my profile? I like to include what taxes are for the most recent year on that property, because i think it is very, very telling if somebody is able to sustain. And i did research once on dahna a couple who owned a property in in a wealthy area of new jersey but also had a house at the jersey shore. And between the two properties, tony, they were paying one hundred and fifty thousand dollars in property taxes. Okay? Yeah. That’s. A lot of money right there, right? That kind of tells you there’s some well, yeah. And then you take the take the value of those homes, multiply by nine and you’ve got ninety nine percent of their their their assets, right? Nine. Ninety percent of their wealth. Because you said for high net worth e the home is eleven per cent of the of the total assets. Yeah. Okay, very real. Look at look at all this information. We’re getting off just the that’s just from the assessed value. We don’t even know the market value of these properties yet, right? Okay, exactly way. Just have a minute or so we have a minute or so before break. So go ahead. But take take a breath after a minute or so. Hey. So the other thing i want to be able to tell you about is ways to find estimated market market value for the properties because, they said, it is very different from the assessed value on di think a site that we’re all very familiar with. Is zillow so kind of introduce that concept? If you need to go to break, and then we could talk a little bit more about zillow and different information that you could find there. Ok? The only thing i’ll put a finer point on is just to make sure that people know the assessed value that’s, the for those who may not own property. That’s, that’s, the that’s, the tax roll, value that’s, the that’s, the value of your home that is used to calculate your taxes. So they multiply that assessed value by the tax rate and that’s. How you get your your what you got to pay for taxes on that property versus market value, which i think is quite clear. Okay, let me take this break. Tell us you’ve heard enough. You’ve heard that you had to tell us moughniyah lt’s from charities that referred the companies for the credit card processing from the companies that are doing the processing and from those companies. Come processing fees and fifty percent of those fees go to those charities. You’ve heard the teles mony als that charity khun b you you can be getting the fifty percent of the fees. Go to the video. That’s. A place to start. Tony dot, m a slash tony tello’s. Now, let’s, go back to maria simple. Um okay, you were gonna hit us with market value. You got market value. Resource recommendations, love these are doi n, right? Right. So so i mentioned zillow and one of the reasons why i like zillow so much. Is that it’s a great snapshot of that property? I mean, literally, you will get a mapping. Sometimes there is a picture of the home. Uh, you’ll have information about, you know, the number of bedrooms, you know? Really, you square footage. What it left sold for three year. It was built. So you’re going to get a lot of information about that particular home, right? There, out of zillow, it mean it’s used extensively in the real estate profession, used extensively by anybody looking to buy or sell a home. So it is, you know, one of those sight that you definitely want to think about looking at, they call their estimates. It’s used extensively by me after i go to a friend’s house for dinner. And then i go home or i just go to the bathroom, and then i checked zillow, i got a guy i don’t know, i don’t know. What is this place worth? Sometimes i can’t even wait to get home. I was extensively you’re right. It is very use its used extensively. You’re absolutely right. Ok, is there another? Is there? Is there another market research resource? I mean, market value resource. Ah, well, if you are thinking about researching anybody in a city, it might be a little bit different self-funding example, in new york city, there is a site called city realty dot com, where you’ll be able, teo put in an address, uh, it’ll give you a picture of that building whether or not that building has a doorman, uh, you know, where recent sales were. Of apartments in that building uh, the year it was built, the amenities and so on and so forth. So again there you’re going to get an awful lot of information, even on those buildings where apartment, you know, maybe owned within a particular building. Yeah, cooper, condo and zillow. Zillow isn’t going to help you with with apartment properties, is it? Not much? I mean, you think the last time i was at a dinner with a friend’s apartment, whether i was successful, i don’t think i was able to find what i was looking for? No, i don’t think so. I don’t think they don’t know why i do it for all of them, so that nobody, none of my friends, they’re the only ones who’ll listen and none of them knows which which one i’m talking about. There just i do it universally. So i guess they should all just assume i’ll stop getting invitations. I don’t know one of the other. Um, yeah, but zilla doesn’t help with condos and co ops, right? I’m pretty sure. Yeah, yes. I want to look a city realty dot com that’s for new york city. Right? That’s for new york city, but suppose you’re one of the many, many listeners who does not live in the new york city metro area. What are you going to do for for condos and made it again? I would then go to, you know, look at the particular city that you’re looking for data on go to their main website as a place to start looking and start drilling down for any links that have to do with real property values. Realist, hey, you know any of those tax assessor’s. So those are some of the key words you want to start looking for in any of those drop down menus that you might find in any of the the city’s website. Ok, yeah, so you might you might have to just settle for assessed value if you can’t find a market value of cooper condo, right? But then you know what? They’ll give you the rate that you’ll be able to also, then, you know, multiply by to come up with an approximate, you know, tax tax assessment. Yeah, right. I was just saying, you know, just you might not be able to find market value for for apartments. That’s all. Yeah. You know, the best way i’ve done that then is to try and find an equivalent, uh, size department and what it’s sold for recently. Uh, look, it used to be able to find at least taels value’s. This’s why, precisely? You see you found a workaround. This is why you’re the prospect. Research contributed for now. Provoc radio. I knew there was a reason. Uh, no, i’m always reminded, but yeah. Okay, look, look for a comparable sale. Recent comparable sale. There you go. Brilliant. Brilliant. This is this is why you need to always, always, always go to that wonderful free site called google and put the property in there because right from that, don’t forget you’ll be able to get i mean, it’s just amazing. I can’t believe the precise photos and how closely i consume in on a home that i’m researching in terms of i can see number of cars in the driveway very often when i’m doing this type of research. So it’s, it’s amazing. He’ll definitely want to make sure you’re googling the address as well. So google as well as a swell a zillo. Okay for ok, ok. Um let’s see? Uh, you kind of like google maps for ah, well, before we go to google maps and broader real real estate discussion, is there anything more i don’t want to leave? You will leave your you’re good contributions unspoken. So is there anything more we need to talk about with respect to individual properties? Yeah, the only other thing i might mention is this sometimes sometimes in addition to putting ah, a property in the name of a trust, somebody might decide to really try and put some protection around that property and put it in the name of an llc. So if you’re resync researching someone like let’s, say you’re researching an entrepreneur and you know from conversations that you’ve had with them or from your board, that’s had conversations with this person that they have multiple property somewhere, and here your trying to find their name and you’re looking up their name, you know, the city that they live in a city and state, and you’re just not coming up with it. It might be that they own that property in an llc he might need to take one step first to go to the secretary of state. Database for that state. Put in the person’s name and see if it comes up connected to any l l sees, once you’ve got the name of the llc, then go back into your property database and research on the name of the llc as opposed to the individual. This is why she’s, the prospect researcher contributor. You gotta have a problem doing this work for you. If you don’t have one. Get maria. Uh, you know, brilliant. Brilliant. There you go. Very simple work around. We’re stymied. Everybody who, uh, who ran up against it, though. Okay? Yeah. Yes, holden elsie’s because, uh, i guess there’s, i guess there’s there’s a tax advantages, the business you’re doing, some kind of business passed through or something. Well, very often they’re just trying to protect the asset. So, you know, let’s say that, like i said, make-a-wish avectra nor or they own a big private company, um and they’re just trying to protect it against, you know, lawsuits and that sort of thing. Um, instead of putting it in their spouse’s name or a child’s name or whatever, still add maybe that extra layer of protection as a limited liability company. Owning the home as opposed to, you know, on individual a supposed them owning it personally and it being a personal i said it’s an asset of the llc. So if their personal assets wherever compromised for some reason thie the property in the llc would be outside that that reach. Okay, we just have to have a minute before break. So why don’t you just give us a little tease for what? How google maps could be helpful real estate wise that i bet a lot of people are not thinking about. So, you know, you and i have always often talked about pro active research versus reactive research. A lot of what we talked about it to this point in the show is on reactive research. Well, there’s a feature in google called my math that’s going to allow you to do some pro active research to really identify you know where some of your donors and prospects are based. Ah, and i’m going to give you some ideas and had to use that particular data. Yes, much more than just putting in an address. But that’s, right. Time for our last break text to give you get more revenue because they make e-giving easy for your donors. If somebody can send a text message, they can donate to you it’s simple not only simple but affordable, secure there’s taking care of these things for you, you text npr to four, four, four, nine, nine nine that’ll give you info, and you’ll also be able to claim your special listener offer npr to four, four four nine nine nine. We’ve got about six more minutes for real estate in prospect research and go ahead, marie simple reveal if this feature of google maps that we can use in our prospect research, i’ll bet a lot of people are not aware of, right? So it’s actually called my map and ah, the earl is a little bit long, so i’ll make sure that i get it to your social media team. Or maybe i’ll go ahead and upload it wherever you’d like me to do so. But it is google dot com slash math splash about flash my math. Okay, so it’s a bit long. I wish they had it a little bit shorter. You could probably find it anywhere, you know, once you first and foremost, you’ve gotta have a google account. So first things first, you gotta have that once you’ve got that, you’ll be able tio look at all the various tools that you know that that, uh, that place that you would go to once you’re logged in your google account, if you want to access to your calendar and all those other things and other features that google offers that you might be using, you’ll be able to find it there as well. So one way or another, you’ll get to it or just google google my maps, and then you’ll get to it that way. But what i loved loved loved about this, and i couldn’t believe how easy it was to use and how awesome the results were. Uh, it will allow you to upload a spread sheet into google and google wuebben map out while the addresses in that spreadsheet. So i started thinking about this and wondering, ok, well, i could see the applique ability for, uh, for a business to do this, but how can a non-profit potentially use this particular feature? And so i was thinking about a situation where you know, you’re thinking about running a special event or you’re thinking about running a cultivation event and you’re trying to figure out, where should we hold this event? You know, geographically, where does it make the most sense so that we could get the most people in attendance at the event? So you can upload a list of, say, the donors for that from that particular county or region or state or, you know, whatever it is, uh, and it will map out for you, it will put those little you know, those little markers were all so accustomed to teo jump a little pins, write it so it’ll will populate the entire map, and then you can actually hover over one of the over one of the pins and you’ll be able, teo, click on it and it’s going to give you all the information that you have tied to that particular prospect that you’ve uploaded from the spreadsheet. Yes. Oh, right, right. So all your data that you up, right, so it’s pinning the address, and then everything else you uploaded with it would would appear when you click on it or mouse over it. Or is it one of the other day when you picked up let’s. Just be careful because of that. Here’s. The caveat that you might not want to upload that personally identifiable information. The name you might not want to write. You might want to think twice about putting in. Um, they’re full name, for example in there or their email address or, you know, things like that or phone numbers. So you might be in this situation up loading less might be better just from the point of view that, you know, once you’ve uploaded this in here, this map is then saved in google under your map. This is a map you can call up at any time. Uh, and so i’m always wondering, ok, well, who else could potentially have access to this map then? You know, in the back of my mind, this is the way i’m thinking about. So i might be a little bit careful about uploading anything beyond city and state. All right, very good. Very good admonition. Oh, so? So you can use this map to see population densities within within a state. Now, did you see any maximum number of rose that you can? You can, including your excel spreadsheet. I mean, could it be ten thousand? Can you map the whole country? I didn’t, you know, i didn’t try anything with a huge spreadsheet. I sampled it with a much smaller one, but i you know, i have tto dig a little deeper, and in google’s, they do have a pretty good help section about how to use this so they might address that there. Um, but i’m not sure if they’re gonna limit you on the size of this. Okay, that’s a great question, but also, if you are, if you’re planning a visit somewhere, you know you’re doing your well. This is summer, so you’re not doing your winter visit to florida, but whenever you have to prepare for your winter visit for florida, so as you’re doing that what counties should be visit well, let’s, upload, let’s upload on a simple spreadsheet all our florida addresses query by state nfl put it in a spreadsheet exported to a spreadsheet. Upload that to google maps and you’ll see the population densities throughout florida and you’ll know which counties in town’s teo host in and then then you could then go for your personal visits. You could map your way through through the state dry, you know, find the best route, right? Doesn’t help you with routes. Yes, like so then you khun route from one visit one of your donors to the next to the next. And get get yourself a nice, efficient routes that you can maximize your time. You know, while you’re visiting florida so that you can visit, say, you know, five donors in a day is opposed to maybe you were thinking you could only get two. Well, wouldn’t it be great if he could get four or five people in that one day? Right? Google will will route you through them. Love it, love it. Okay, wait. We just have ah, minute left before we have to wrap it up. Maria simple. What would you like to leave our listeners with so two more deuces real quick. One is if you have a lot of you run five k’s and walk and things like that and you’re not. And some of these people may not be already tied into your organization to the level that you’d like them tied in beyond their participation. So why not again? Matthau out where all of these folks, you’ve got their registration data. They’ve registered for your race again. Tie in to google maps, find out where these folks are all coming from, to participate in your five k and see how you can have some further engagement with them. Another, you know, i thought about was we have to leave it. There dahna next next time. Maria simple she’s, the prospect finder, she’s at the prospect finder, dot com, and at marie, a simple thank you so much, maria, you’re welcome, good talking to you. Next week, we’re live with a studio audience from the foundation center. If you missed any part of today’s show, i’d be seat. You find it on tony martignetti dot com. We’re sponsored by pursuing online tools for small and midsize non-profits data driven and technology enabled. Tony dahna slash pursuant, well, your c p a is guiding you beyond the numbers weinger cps dot com. Why tell us credit card and payment processing your passive revenue stream? Tony dahna slash tony. Tell us on by text to give mobile donations made easy text npr, to four, four, four, nine, nine, nine a. Creative producers. Claire meyerhoff. Sam liebowitz is the line producer, shows social media is by susan chavez. Mark silverman is our web guy, and this music is by scott stein. You’re with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Schnoll you’re listening to the talking alternative network oppcoll waiting to get a drink. Nothing. Cubine you’re listening to the talking alternative net. Are you stuck in a rut? Negative thoughts, feelings and conversations got you down? Hi, i’m nor in something potentially ater tune in every tuesday at nine to ten p m eastern time and listen for new ideas on my show. Yawned potential. Live life your way on talk radio dot n y c 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. Are you into comics, movies and pop culture at large? What about music and tv? Then you’re in for a treat. This is michael dulled, your host on talking alternative dot com. I’ve been professionally writing comic books, screenplays and music articles from fifteen years. Catch my show secrets of the sire at its new prime time slot. Wednesdays, eight p m eastern time, and get the inside scoop on the pop culture universe you love to talk about. For more info, go to secrets of the sire dot com. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Are you a conscious co creator? Are you on a quest to raise your vibration and your consciousness? Um, sam liebowitz, your conscious consultant, and on my show, that conscious consultant, our awakening humanity, we will touch upon all these topics and more. Listen, live at our new time on thursdays at twelve noon eastern time. That’s, the conscious consultant, our awakening humanity, thursday’s twelve, noon on talk radio dot. Oppcoll yeah, you’re listening to the talking alternative network.