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Nonprofit Radio for September 4, 2015: Video Storytelling & Don’t Tell MY Story

Big Nonprofit Ideas for the Other 95%

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Yasmin Nguyen & Sheri Chaney Jones: Video Storytelling

In a crowded video internet, how do you tell that compelling story so your message moves others to take action? Sharing their smart strategies are Yasmin Nguyen, CEO of VibranceGlobal, and Sheri Chaney Jones, president of Measurement Resources. We talked at NTC, the Nonprofit Technology Conference, hosted by Nonprofit Technology Network (NTEN).

 

 

Maria Semple: Don’t Tell MY Story

Maria Semple

The right to be forgotten. Maria Semple explains last year’s EU opinion that Google must remove outdated links from search results. What’s the impact on your prospect research? Also, your donors’ right to privacy. Maria is our prospect research contributor and The Prospect Finder. (Originally aired 6/13/14)

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I come down with a case of her panji nna if my mouth had to say the words you missed today’s show video storytelling in a crowded video internet, how do you tell that compelling story? So your message moves others to take action. Sharing their smart strategies are yasmin win, ceo of vibranceglobal and sherry cheney jones, president of measurement resource is we talked at ntcdinosaur non-profit technology conference hosted by non-profit technology network and then and don’t tell my story the right to be forgotten, maria simple explains last year’s you opinion that google must remove outdated links from search results what’s the impact on your prospect research also your donors right to privacy? Maria is our prospect research contributor and the prospect finder that originally aired june thirteenth of last year on tony’s take to the ntc videos responsive by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com here are yasmin win and sherry cheney jones with video storytelling welcome to tony martignetti non-profit radio coverage of ntc twenty fifteen the non-profit technology conference we’re at the austin convention center austin, texas we’re kicking off our coverage with this interview. Are my guests now? Are jasmine win and sherry cheney jones welcome. Thank you. Thank you, it’s. Good to be here. They’re seminar topic is stop shooting videos. Start unlocking stories. Jasmine win is founder and ceo of vibranceglobal and sherry cheney jones is president of measurement resource is let’s start sherry, what are non-profits not doing quite a cz? Well as they could with video interviews, storytelling? What? From my perspective, because we help non-profits measure and communicate their impact in value, they often are focusing on their impact. So how are they changing lives and changing circumstances there, too focused on the activities. So, really understanding what your true impact is and telling your stories from there, and you’re trying to elicit really heartfelt story telling stories. You know, emotional, we want emotional impact. Okay, what would you have you have? You know, i think that a lot of times we focus so much on the technology, the process of doing video and also the questions that we ask people, and so we don’t focus enough on the connection, and really, when you are able to provide a space for someone to open up, to feel that they can speak about their passion, be grateful, they then create that connection that we can then capture and witness through videos and so it’s that focus on that connection rather than just the information or that exchange. Now, as we are today, you’re asking people to get in front of lights and cameras or and mike’s on dh and open up yes, men. How are we going toe start this process first, let’s start with how do we find the right people? And then we’ll get into coaching them and and getting their best performance and storytelling out of them. But how do we find the right one? Yeah, absolute tony that the key thing is selecting the right people, and that starts with being mindful of who your audience is. You know, we found that the most impactful, relevant, ah person to interview talk with are a representation of our audience. So, for example, for appealing to a donor’s, then it be great to have a financial supporter donors to be able to speak in their language in the same mindset for them to connect and relate. So think about the group’s. We want this interview to be meaningful for and select people from that constituency. Right? Volunteers, donors, board members. Yeah. Ok. And someone who’s were well respected. Who’s. Our ticket who’s also a very passionate and a champion of of our particular cause to be able to speak for us but also at the same time, carry the torch for our audience so that they can connect with them. Sure, anything you want to add to finding the right person is sure. I always say, think about your wise. Why do you do it? You do, but not just why does your organization do what it does? But why does your funders fund you and whitey here? Participants participate. And when you’re finding people to tell your story, you want to make sure that you are covering those three perspectives. Okay, three wives. The three wise yet three wise men know e wise? Yes, different wise. Okay, sure. Let’s, say with you now. So we found the right people. How do we start the process of making them? Comfortable evoking the really heartfelt emotion that we’re tryingto chief? Sure. Well, i will actually default to us because he’s really good at that, you know, i’m i’m the one that helps you create the content think about what you should be eliciting and he’s when it does the great interviews, maybe you’re more on the on the production side. I’m more on the defining what what questions? You should be asking what impact you should be drawing out of them stuff like, okay, we’ll come to you very shortly. Okay, okay. We got plenty of time together. Twenty five. Just great. Yeah. You know, for someone to be at ease. You really it’s it’s? Really? About how you think about the interview or how you think about being on video? A lot of times, people focus on the act of, you know, being on camera so they feel like they’re being evaluated. They’re being judged or in an interview, maybe you think of, like, a job interview or or some others where they have to perform and they have to be perfect. And what that does is it raises this level of anxiety where you have tio feel like you have to know, not necessarily be your best to be your most authentic. Authentic. Yeah, you’re you’re going to be your best if you’re most if you you’re most authentic, you just you write which is hard to get and even on steven instill videos, pictures it really is okay? Yeah. How are we gonna do so down? So so part of that is in the initial invitation is instead of hey, can you do a testimonial keen? And you come on camera and do a video it’s about framing it in a way that helps them give instead of being put in a position to perform. And so what i mean by giving is, you know, i’d like to invite you to come and share your story so that we can help inspire others like you. You know, we we want to put you in a place where you can be of service to others, and when you’re in that mindset of being of service, to be able to share your experience and insight so that it can help others, it takes that pressure off because now it’s about your own story, your own experience and there’s no. Right or wrong. And so that that’s the first step is the mind set piece. Okay, so let’s try to avoid characterizing it as testimonial. Do you know, do something that way. Put a label on right or even an interview? It should be more of a conversation. And i find that mom i doing so far, you’re doing great. My failing is a failing grade know you’re at least a b plus or something. You’re doing great. You’ve done this a few times. I have securities right already. Absolutely cool. Yeah. All right, s so tell me more. Yeah, so? So. So that’s the first step is setting up the frame for for what? That experience is like giving them information so that they feel prepared, you know, even some questions. Not necessarily for them to prepare a script, but for them to at least be a tease to know what to expect, that there’s not going to be this sort of curveball, or they’re gonna be blindsided because people have a lot of anxiety around, you know the uncertainty. And so that that’s another element. And then once you actually get into the session, then then it’s really about creating that space. I go through a specific routine if i find that someone’s either really nervous or they’re very tense, where we do an exercise called a ci gong slap, and what that is is where you basically take your hand and one hand and you slap the part of your front part of your arm all the way back to up to your chest, and then you do on the other side and then down to your legs and then back up through your back and then on your head as well. You do that a couple times having how hard you’re slapping, just just so just like just like this. So you’re going back like this and that and then down to your chest and then back-up and what you’re doing is you’re activating the various different meridian parts and your body, your head too as well, too. And then once you do that a couple times, you’ll notice this sort of tingle. It just activates the energy and yourself. And so that’s physically gets you ready. Another gong xi gong slap. Yeah, yeah, you can google that nok will be on youtube. The other parties is also getting you into what we call the vortex or the zone or, you know, the peak performance state and so, you know, i listen to some music, so whatever music kind of gets you going here, the whole goal is to are we asking the person i interrupt all the time, you know, that’s bad that’s, bad technique, a weapon? You don’t have a conversation, really? So we’re asking the person in advance, what’s your kind of music or bring bring some of your favorite music, you’re going bring some of that, but even before the actual interview, i will take time to have a phone conversation, just tow, learn about that, build that report so it’s not. We’re not meeting for the first time on camera and, uh, and that way, we feel like we’re friends and i can ask them about different things, so the whole goal is to get them out of their head and into their hearts, because when they start speaking from the heart when they start opening up yeah, that’s when the magic happens, outstanding. All right, you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s m a r t i g e n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Surely now let’s, come to you with questions. Durney um, we really jasmine alluded to a little bit, but the types of questions where you’re aware your expertise comes in. Sure in terms of thinking about what? Why are you doing this video? I’m sorry i called you jasmine. Jasmine? Pardon me. Sorry about that. Yes, you have been eluded. So what’s the purpose of the video you’re shooting. Who is your audience? What do they care about? And what we know about is although fund-raising is up from where it was pretty great recession levels, people want to know that there their money is actually making a difference. So no longer can we just say, oh, here’s a cute kid, i’m going to tell you my story about, you know, my family people really want to know that there’s a collective impact going on that there’s, you know, in the measurement world, the outcomes that you’re achieving. So you want to think about what are those outcomes that you know that people want you two to be showing and then making sure your interview questions are addressing those? So people are telling their stories around how they experience the outcomes that you are saying that you’re achieving, how they’re experiencing a perfect and we’re going to get really kind of personal, right? Like how i saved your life improved your life, help your child, you know, etcetera, yeah. So, you know, we have a list of twelve outcomes that typically non-profits air achieving, like increased knowledge increased, gilles, you know, maintenance of new behavior, reduction of undesirable behavior. So no, those going in before you start asking your questions and let your interview we know that you’re going to want to know about, you know, how did this program increase your knowledge or help you get a job or, you know, decrease your risk for heart disease or whatever it is that you’re non-profits doing, make sure the questions are aligned with those important outcomes. Should we stay away from giving exact questions? You will be asked one, two, three, four, because i find in doing my show that that then leads to scripted questions, lead descriptive answers, and and that’s not from the heart, that’s from appearing like memorized so so sherry but we want to give them topics, right, but not exact questions is that is that the best practice or what? Either either. Yeah, i found that i could give them some questions and with a disclaimer that, you know, these are some of the similar types of questions that will be asking and then also explain to them how to prepare. So just think about some bullet points or just some stories that may be relevant, but not necessarily prepare a script per se as well to so that that, uh it alleviates the anxiety, but you’re also making sure that they don’t have a prepared answer. Percent. Yeah, yeah. Like i said, then that’s not that’s, not the impact you’re gonna want. Um, all right, anything else, before we get to the actual either of you need anything else before we get to the actual session with mike’s and lights and cameras that we should be thinking about? We didn’t talk about yet, you know, i think that’s that’s pretty much covers it for now. We’re going to go and dive a little bit deeper into ours session then during that time. Yeah. Oh, well, i mean, there’s stuff you’re going to say in this session. You you won’t say here is that well? Actually, you know, know what? We’ve got someone holding back. Of course not. Your size is okay. Okay? I want shortchange non-profit ready. You know, of course, that all right. All right. So now we’re in the session, so presumably we’re in some kind of studio. These got a microphone because it might just we could just be doing audio, right? Possible? Absolutely. But might be lights and camera also who’s best toe ask, what do we do when we’re in the studio? Now? I could i could do that. Okay, yeah, you know it’s again, it’s first getting them into that state it’s a two part process getting them into that place where they’re not thinking from their minus their speaking for the heart, then the next step, then it’s it’s like a dance. Then you’re the lead. And so through your mindful questions that you’ve designed, you’ve created both to communicate, impact illicit to bring it out from them, per se. You’re also thinking about what is the overarching storyline that you’re trying to create. So one of the things that well, that we’re going to discuss in our sessions is the ah frame. Where for an appeals type of video you know these air the videos that ah, non-profits play at their events to appeal to, you know, fundraisers and donors and so there’s a seven start, seven step formula that i generally recommend to my clients as a guide for creating questions to elicit out those components. So the first part is, is that emotional hook or that connection? Something, whether it be ah piece of data, something that’s compelling or a story that just gets people that initially engaged. So they want to continue to watch the next step then is gratitude appreciating the people that are there the people that have already supported you recognizing them so then they personally feel connected engaged. The third part then is impact showing the difference that that their support up until this point has made to show that you have traction, and that your stewards of their support this far then the next step is really diving into the importance of the purpose of the mission. Why are we all here? Why is it important to support us then? The next step is to ah is to paint a picture of what the future khun b so this is where we are. But this is how much we can. This is how many more people we can serve. This is the greater impact that we can do. And then then goes the call to action, which is this is how you can help. This is how you can be a part of us achieving this bigger future. And the final part is that emotional close wrapping it up, tying it back to either the mission or or completing the circle of this story that leaves them with this emotional connection. But now they’ve see why why we’re doing this. They also know how they can be a part of it and that’s the framework in which we start to create questions that we start to elicit out in each of the different interviews. We sure this is a real art because that’s a lot to pack into what’s probably gonna be, you know, like a ford of five minute video or so bands. It’s doable? Yeah, of course. Yeah. Okay. Yeah. And i mean, in the session we’re going toe share case study where one organization was ableto talk about their recreational programme with kids, but at the end of the day, they were able to demonstrate how they had a fifty seven thousand seven hundred seventy percent return on investment in those chilled children in terms of really transforming their earning potential over their lives. Just buy this, you know, recreational after school program and and talk about in your fund-raising appeal if you’re able teo to share those stories, talk about those kids experience and at the end of the day, say, oh, by the way, give us five hundred dollars, and we’ll turn that into two hundred eighty nine thousand dollars for on these children over the course of, you know, their lifetime that’s, very powerful, and, you know, checkbooks are flying nah bins. What if we’re in our studio session and it’s not going so well? Our interview is not really loosening up very tense. You’re not getting the kind of emotion you’re hoping for. What what can we do to you? Break that besides achy gong slap anything else we can do? Like in them in that moment? Loosen him or her up? Yeah, yeah, you know, first of all, i always try with something with physiology. So some physical movement, whether it be breathing or others just to kind of, you know, shake out some of the stiffness there. If that doesn’t work, then i should start to shift into what are they passionate about? We totally go off or off camera off mike now, mike, or even even if the camera’s still on, but i shift their focus on hey, you know what? What do you know? What are you most passionate about? Tell me about your favorite, you know, and start getting really personal and when they start to then connect with what really means, you know something to them, then it slowly they slowly start to kind of open up in that way. So i found that to be really effective, it might actually be a good idea to keep the camera rolling or the mike rolling because you might capture something really good whether they know it’s being captured or not, they’re they’re more at ease because you’ve broken that i see you looking the tension about okay, let’s, create anything you want, but i was just saying, you know, a lot of it is the magic and editing, so if you know that framework, that yasmin laid out and, you know, that’s what you’re going for your looking for those nuggets that you’re going to put into that framework when you go to create your video and edit it together. And that that’s a really good point, sherry, is that, you know, when you’re looking at the post production editing process, you wanna have someone on your team that understands the story framework here? Not just someone that’s really a great good, you know, on editor or your your brother in law, who knows howto video. But someone who understands the purpose understands the story’s understands elements of marketing as well so that they can put those pieces together in a meaningful way. Alright, we have plenty of time together. So you took some now about postproduction. We moved into that suddenly that was well done. Thank you, baizman. What? What more about postproduction? Aside from let’s not have an amateur doing it. What else? What else can we say? You know, post production actually starts with preproduction. Always found that it’s very, very important to know the roadmap rather than shooting a bunch of content audio or visual and then just dumping it on to someone and saying here, figure it out so it’s it’s it’s essential to be involved throughout the process. S so that’s, really, the key part here and then the other part is, is to understand, to have someone who really understands the dynamics of human conversation, per se you know, there is certain ways in which people speak that are ah, more flattering than others. And so it’s it’s a very subtle nuance of how to cut the foot the pieces and then start to assemble them together and then tie in either music or other elements that enhance that experience, whether it be visuals or other things as well, too. It sounds like you’re strongly suggesting that this be done by a professional, yes, absolutely on baby involved from the beginning, not just that you’ve given them a raw video file, and now they have to try, too. Kraft, what you’re describing? Great, yeah, yeah, i think specially for your your fund-raising appeal videos and maybe the things on your website you’re going to ask people tio to donate to your cause, but i think for and you can correct me if you disagree, but for your maybe website. Testimonials or other things, you know, in our session, yasmin’s going to actually do one on his iphone. So just depends on what the purpose again understanding what is the purpose of the video, your beauty that’s an excellent point, you know, i mean, we were we were talking last several minutes about the least, i think the the video that shone at the gala that ideally is evoking tears and and moving a room of seven hundred people or, you know, whatever. But on the other end of the spectrum share your point is really well taken. This could be very low production value with somebody with an iphone, and it can still be very, very moving. Yeah, absolutely. Doesn’t the production values don’t have to be high to be compelling? Yes. Depends what your purpose is. Yeah, and and and again, it’s, just starting with understanding, understanding your purpose, understanding your audience, understanding your call to action and then finding the right medium for that. Go ahead. Yeah, absolutely. It’s it’s really about having a storytelling mindset, it’s about having a mindset of thinking about what? What are we doing right now? And is who is this meaningful? For and then let’s just capture that moment, especially with technology these days with, you know, our smartphones or iphones or android phones, you know, the cameras and the equipment is so advanced and it’s, i mean, you could capture a great experience bar trying to do it in the dark, but, i mean, if you think about wow, if i’m constantly thinking about how can i share this moment with someone else and who would benefit and why they would benefit, then then you’re you’re ready to go and as far as like professional editing, you know, quite honestly, people can edit themselves, but really, i find that like ninety plus percent of the clients and people i work with it’s a tedious process and that’s something that if they can learn how to improve the quality of capturing the experience that they can handed off to someone else, even if it’s simple edits it’s accessible and affordable for just even the average person who’s just doing a video for their they’re easing or something like that by phone. Yeah, you has been picked up his phone as he was talking for those who are not watching the video. A zoo visual. So i mean it’s just it could be just that simple. Sure, you look like you want to add something? No, i’m just a green. Okay, oppcoll we still have another couple of minutes left together. What if i not ask you that? Uh, what have we not talked about? It doesn’t matter what stage of it is, what more would you like to say on it? It’s a great topic, i think. Just a kind of reiterate it’s about thinking about this experience, the interviewer, the video really, as an opportunity for for you to help someone else give and and the way that they give is through their insights and experience. So we appreciate the opportunity to be here with you, tony, to be able to share and so it’s a it’s a conversation and it’s an opportunity to give. And i think that really when you start thinking of it this way, it alleviates a lot of stress and anxiety around the experience. Okay, yeah, i’d love to leave loved leave it there, but we still have a couple minutes left, so i’m gonna press it’ll further on something i was thinking about when you’re recording, do we do we need tohave an interviewer? Or should we just let the person kind of go free form and on dh hit on the topic questions hoping that they’ll do that, or we need to have an interviewer? I i think yes, i think so. And unless the person is experiencing very skilled with being able to create a connection themselves with either the camera, they’ve they’ve had either training or they could do it naturally. But i would say that the majority of the people are looking to have an interview because the goal is to experience a moment of connection. And how can you experience a connection without having some other person person? Lester trained to connect? Yeah, directly to account. And so to answer your question, yes, it’s important to have at least someone there to connect with? Okay, yeah, sure, because i think it’s not it can be very scripted, and we’re trying to avoid that scripted feel so an interviewer helps reduce that that scripted feel better, more connection, okay? And ah, there is one story i’d like to share and it’s about giving as well too, and sherry’s heard this. Story a number of times because we actually start third time speaking together here. But last year, we were at the non-profit technology conference, and both of us were there to writing. So you guys last year, samaritan picking up last year, we missed each other in d c yeah, so ah, sure. And i were both staying with our good friends, neil and heather. Now kneel on heather have this amazing ten year old daughter named kendall. And every morning when we sit down for breakfast, kendall would just light up the room and she’d ask questions, and she will have about a minute left. Okay. Okay, so, so so anyway, you’re trained, so i know what you know. I’m gonna tell part of theirs just to the store here, and i will re kapin the session here. Don’t worry about the way we wanna hear your story. Okay. All right. So so then ah, went the last morning that were there. She just barely looked up from her bowl and i said, hey, what’s going on, you seem different and she said, yeah, i’ve got to go sold girl scout cookies today i said, well, what’s wrong with that people love cookies, she said, yeah, but every time i get out there, i get rejected and so i said, yeah, gosh, you know, i totally understand, so i asked her i said, hey, kendall, how much of your cookies? She said they’re four dollars a box? So i said here, here’s, twenty dollars, once you give me five boxes, she said really has, like, yeah, it’s like, but here’s the thing i don’t eat cookies myself and so she but i want you to do what what i want to do is i want you to give these cookies to five people that you’ve never met before officer and her eyes lit up, she ran to her mom and said, mom, guess what? We get to give cookies away, then i said, now here, kendall here’s, the reason why i want you to give those cookies away because i want you to know what it’s like to make someone’s day. I want you to see, hear and feel their appreciation, and then when you’re out there and you’re asking someone to ask by a box of cookies, try this instead. Ask them hey, is there someone in your life that you really care about because i’d like to help you make their bay by giving them a box of cookies. So what we’re doing is we’re creating an opportunity for someone to give and so similar to this interview experience when you create an opportunity to give you shift, that dynamic latto outstanding, we’re gonna leave it there. Thank you very, very much. You your favorite cookies with thin mints, by the way about us so good on this. Emotions are number two yasmin win he’s, founder and ceo of vibranceglobal and sherry cheney jones’s, president of measurement resource is non-profit radio coverage of ntc twenty fifteen the non-profit technology conference thanks so much for being with us. It’s. Time for live listener love you know how grateful i am, in fact, not just gratitude love going out to all our live listeners wherever you might be. Podcast pleasantries always those listening in the time shift over ten thousand of you pleasantries to you, wherever you are, whatever you’re doing as you listen and are all important affiliate affections to our stations throughout the country. So glad you are with us. The thousands of you as well must. Be maybe another ten thousand who knows affiliate affections to all those affiliate listeners. Tony, take two and mohr coming up. Don’t tell my story, but first, pursuant you need more money pursuing helps you it’s just that simple. They have online tools made for small and midsize non-profits that help your fund-raising prospect of platform finds your upgrade ready donors there in your database, they’re buried. Who are they? Find them with prospector platform and you’ll raise more money pursuant. Dot com from the desk of world news tonight, i’m featuring non-profit technology conference video interviews at tony martignetti dot com check it out! I’m sitting at the desk at the anchor desk world news tonight, therefore, video interviews from auntie si, including today’s with jasmine win and sherry cheney jones. Also, any sample ward on what non-profit technology network does and how they can help you to use tech smarter, plus keeping your website current after launch and a panel of four on what to do when technology is being blamed. But it’s really not your problem? My video and the links to those four conference video interviews are at tony martignetti dot com and that’s tony’s take two for friday, fourth of september thirty fifth show of the year here’s maria semple don’t tell my story you know maria simple she’s, the prospect finder she’s a trainer and speaker on prospect research. Her website is the prospect finder dot com, and her book is panning for gold. Find your best donor prospects now exclamation mark she’s, our doi n of dirt, cheap and free. You can follow maria on twitter at maria simple. Welcome back, maria, good to talk to you. Good to talk to you. Thank you very much. You’re going to say glad to be here or anything. Well, i am glad to be here, actually and it’s a nice summer months and i’m always happy in the summer. So this is a good thing, excellent and even happier on non-profit radio day, right? Absolutely. Now that i ve pimped you twice and you have no choice but to say yes and i’m happy about everything we’re talking about the right to be forgotten. This came from a spaniard who brought a case in the european court of justice. Yes. So, you know, i thought it was very interesting and i was wondering, you know there might not be immediate applications for prospect researchers in the united states, but you know it. It got me to thinking what implications this might have five or ten years down the line in terms of information that might end up getting a raise from google searches. Um, and it just got me to wondering, you know how how we have to maybe cross check data in other places, especially going forward? If if we’re going to start seeing data, you know, becoming race, could it could even be more imminent than five or ten years? I think very well could be, you know, right now, one of the one of the stats that i had seen was that over forty one thousand europeans, i have actually asked through this online form that google has created to be for gotten so they want mention of themselves erased off of google search results and that huge let’s set the scene in case everyone hasn’t heard of this. This was ah man in spain who brought a case to the european court of justice because there were links in searches of his name is just searching his name. There were links. To old events that he thought were no longer relevant, right? It had to do with a realist state auction that was held, teo, settle some of what they call social security death, whatever that meant. But he was, you know, not happy that that was still out there because he felt that the debts have been settled and so forth. And so he petitioned through this, uh, europe europe’s top court, which is the court of justice of the european union, i guess it’s somewhat similar to our supreme court and petitioned, and it was ruled in his favor that, yes, google is going to have to comply. So of course, if google’s going to have to comply, you have to think that the other major search engines like yahoo and microsoft being will also have to do the same. And to comply. Google came up with this online form. I don’t know if you can. I don’t know how you go directly to the form. I guess you can just search it. I was i i ended up finding a link in one of the articles led me directly to the form and it’s. Pretty interesting, because you actually have to select from a drop down menu one of the thirty two countries that are listed that you would reside in. You do need to provide some sort of a photo id. Ah, so that i guess, you know, if you’re trying to get maybe say, a competitors, you know, information swipes or something like that, they want to make sure that yes, you are you’re the person and it’s information about you, etcetera, and so there are, you know, there’s certain things that you do need to do in order to comply, to get it, to get the data removed, but they really think it’s going to be a very long time before google can’t even get through all of these request and right now it on ly pertains to the european union, as you said, the thirty two countries so this does not apply teo u s residents, but it could there’s potential that someone could bring a similar action on dh similarly succeed in the us i’m not i would not put it past somebody to come up with that idea. Having read, you know, all the press that there is available out there about this particular ruling in europe, one thing that i didn’t realize i mean, i just thought that you go to google dot com and that’s just the one place to do research bedevil evidently there’s, a google dot ceo dot uk, which is, i guess, the european equivalent of google’s search engine, so i think what they’re from my understanding of what i’ve read is that it’s going toe wife clean the search results that you would find on the european search engine and maybe not necessarily google dot com again, it’s also new and all such a grey area and google themselves trying to figure out how they’re going to end up complying with this whole thing. The implications than for prospect research are becoming apparent as we’re talking. You might not find everything that you’d like to find on someone, right? Right? And, you know, i can give you an example. Tony, of a search i was doing a number of years back, i was probably about ten years ago, i was doing some donors threespot church. Actually, i was just doing research. I wasn’t sure that this person was actually considered a donor prospect or not, because sometimes i’m doing the research because they’re considering having this a person as a high profile boardmember and so i’m doing the research, and i kept coming up with this person’s name connected to corporate insider trading, so the bad kind of insider trading and at first i dismissed it because i thought, well, maybe it’s just the same name, but then i came across one article that actually did link the person to the insider trading and linked the person to current employment situation. So then i knew this was indeed the prospect, so i came i had a dilemma because, right, if i put this information into a written profile, then, uh, any donor and he don’t prospect really has the right to walk into your organization and say, show me what information you’ve compiled on may i want to see my donor record on? And so i really had this dilemma, and i thought, well, what do i do with this information? So i decided to call the person who had hired me to do the research, and i asked, why are you having me do this research on this individual? Is it for a simple donation? Or is there something more to this? And she said, oh, there’s a lot more to it. We are considering bringing him on the board, and our board chair thinks he would make a great treasurer for organization. Oh, my so that was, you know, i thought, okay, well, red flag. So i decided to verbally give the information that i had found. I mentioned that the person had paid their fine had done their time. It was well in their past, but i did feel that the executive director didn’t need to know that this existed. Now why this is really interesting dilemma, but why? Just verbally? Why? I mean, if if it’s bonified and you had confirmed it, why not put it in the written prospekt reports? Well, we discussed that. I told her that i would i don’t like to put information into a written profile that would potentially sever our relationship with somebody, and it could, you know, it was a potentially great relationship that could that could have existed. Um, so i did not want to eliminate that possibility for her if if he’d read this and said, well, you know, this was dug up. On me and, you know, i’m uncomfortable with this, and i’m walking away from this organization, you know, clearly it was in his past, everything had, you know, all fine has been paid, and as i said on time, his concert, i just felt that it could end up, um, severing the relationship ultimately, and i didn’t want to several relationship before it even began, since they’re you know they’re may not have been any issues in the future. I just told you to tread carefully. You always have in the back of your mind what the donor or dahna prospect might think if they were to read this in the organizations report that you had written, yeah, itwas absolutely there is always the same reason. I don’t like to delve into divorce records. Yeah, well, now i can see how that wouldn’t belong but alright, it’s, just interesting. You always have this in mind that what would happen if the person were to read this about themselves in the organ in the organization’s files are always thinking away. Okay, interesting. And what what happened in that case? Did they end up inviting the person to be on the board? Do you know, or did they not? They did. They ultimately did. But i don’t think they put him in a treasurer position immediately. You know, i’m not sure down the line if that ended up coming to fruition, but it was certainly at least something that the executive director needed to be aware of. Excellent. Okay, excellent story. Thank you. Um, this all, you know sort of brings up also the the potential, the discretion, really, that google is goingto have and other search engines as they have to comply with this. The way i read the the description i read, i didn’t read the court’s decision itself, but the description i read was that, you know, there’s some vague description or vague direction about, um, what google should consider inappropriate and what not, but but but nothing’s very, very specific. And so that leaves a lot of discretion for google as to whether something like what you described still belongs. I mean, it still could be very relevant, even though it’s in the past, you know, i mean, history is all in the past, we we were studying history all the time. So just because something is in the past google and detrimental to the person google could still very well determine that that belongs under that person’s search results. Right? So now people are wondering, you know, it’s a matter of fact, i read an article that was in a may fifteenth edition of usa today where, you know, they talked about, you know, that the court basically is here is blaming the messenger and, you know, this person had this, you know, situations in their past, google is simply me giving you access to the information, and you know, it e if if reputations can now be somehow, you know, as they’re calling it in this article, airbrushed on demand, right, you know you’re going to have to think about, you know, well, it’s people who have done things, you know, maybe doctors who have botched surgeries and you just think about the implications of all the types of people that would be thinking about having this this shady past erased there’s just a scary amount of discretion that google has because the past is still relevant, but maybe some things are irrelevant. Howto how do you decide what’s relevant to other people and what’s not the other, the other very interesting thing about this is the information isn’t going away it’s not going to be removed from the internet if that’s even possible it’s just going to be removed from a search result with that from of that person’s name. So the personally is a matter of fact, the very newspaper articles that this spaniard, you know, was sad about it on the internet. More people have probably read the articles now that otherwise would have ever read them if he hadn’t brought this to court. And so the articles still exists. It’s just getting to the articles by searching on this individual’s name is something that has been or will be very soon. I’m not sure if it was removed or not, but i think it may be it wass at this point, um, but, you know, is see data is probably still going to exist, but as a prospect researcher, your main starting point is always with a person’s name. Yes, that’s why? I was wondering how this was really going to affect donorsearch research. I mean, we have a lot of info metoo shins buy-in particularly hyre ed that do their research. Donors who reside in europe, right. So you’ve got people who come to this country for their education on they go back or people who started, you know, as a u s citizen and are now living is expats in another country, so you know the borders being as fluid as they are. You can imagine, i know, maybe a very small social service organisation non-profit might not be in that situation is there researching their donors because for the most part, they’re serving a geographic region and their donors come from that very small, smaller pool’s people. But larger organizations that serve that our international and it doesn’t even have to be hyre ed, imagine the wise of the world or united ways we have to go out for a break. When we come back, marie and i are going to keep talking about this, and we’re gonna move teo, subject of the donors right to privacy and the code of ethics around around prospect research. So stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth godin craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guest directly. To sign up, visit the facebook page for tony martignetti dot com. And i’m tony martignetti and with me is maria simple, the prospect finder, maria appa ra, the association of prospect researchers for advancement, they have something to say about donors they dio there, they actually on their web site, a statement of ethics, and i’d be glad to provide that link to your tear listeners. Tony on your facebook page, we’ll put that after the takeaways. Yes, yeah, sure. And so the main pages apra home dot org’s a pr, a home dot org’s and so there you know that that is the association that most professional prospect researchers would align with and rely on for their professional development. So there is a statement of ethics that the opera has and, you know, accountability and practice as well. I mean, i’m looking at one specific line that they have in their code of ethics around practice. It says that, you know, they shall on ly record data that is appropriate to the fund-raising process and protect the confidentiality of all personal information at all times. Um, so, you know, they take donor-centric mation is safeguarded at their organizations password protect the software, for example, making sure that only people who need access to that information are going to get the access to the information. Well, let’s, go back to this donor-centric ality. I mean, how do you protect the person’s confidentiality when your task is to prepare research about the person? I mean, at the top of the page is the person’s name and, um the pages are loaded with stuff about the person. How do you how do they balance? What do they mean? Their protect confidentiality? So you want to make sure that on ly the people who need access to this information to advance fund-raising are going to have access to the information? First of all, the information is all derived from publicly available sources, right? So google obviously is one of those publicly available sources that we get information from. We’ve talked about hundreds of those on the show. Yeah, yeah, absolutely. And so what? You go to a lot of different sources to gather the information and bring it all together? The role of the prospect researcher is, too. Take all of that information, wade through it and come up with a concise profile. Most of the time, the information is is going to be embedded right into the donor record because then you can pull the reports, you know, as you need in the in the donor software, when i’m preparing the profiles, i just do it in a word document so that they can easily cut and paste the information and if need be into their at their end. Obviously, i don’t have access to donor software that my clients are using, so you want to be sensitive to then who you’re emailing these two i don’t mean you as the prospect. Well, i don’t mean you personally, but the prospect researcher and they may very well in a smaller midsize shop not even be devoted to prospect research, so that let’s say, right, the person doing this research on donors and potential donors, you want to be very conscious of who you’re emailing. These reports, too, has who has access to the to the nested folders where these prospekt reports are stored? Yes, absolutely mn it, and then you can imagine a situation where you get your development committee together and you’re doing perhaps some sort of peer review sessions so you might have printed profiles or data pieces of data pertaining. To these individuals on the table, you know, every every development office really should have a good shredder in the office, and i would really encourage people not to allow boardmember sze other volunteers involved in the development process tow, walk out with hard copies because you just don’t want this information, you know, floating around out there that’s very good admonition caution? Yeah, that that where the hard copies go and then they end up in the person’s office or home or something. Yeah, right now. Okay, talking about shredders, you know, i can’t stand seeing those shredders where it’s like quarter inch strips like a four year old could put those back together if if they wanted to there’s quarter inch long strips. I mean, you should get at least cross cut, if not the not the ones that make those little little paper tiny bullets, which you’re supposed to be impossible to put back together, right? And there are companies that you can hyre depending on how much you really have to shred, there are companies that you can you can hire to do shredding. I think that even in local companies like u p s stores they have shredders located within those facilities, maybe even staples. I’m not sure i know ups does, but, you know, there are places that you can go then and taken have it securely shredded. So that might be something to consider. If you do have an awful lot, maybe maybe your office’s air moving and suddenly you find that. Okay, you’ve got files and files from maybe past years, and now things are going all electronic. What are you going to do with all of this? You don’t want to move it right, because you might not need to bring all of that old data with you, but yet it contains some potentially, you know, sensitive information that people would not want just floating around out there. Yes. And as you mentioned, there are services where they’ll just place a bin in your office. And then when it fills up, you call them and then they come and shred it, and they give you back the empty bin. Yeah. What else? What else you thinking around? We’ve just about another minute or so. What else around this data? Data? Privacy and confidentiality? Well, again, just making sure that everything is very well password protected on lee allow people have access to the donor, soft to your donordigital base that absolutely needed shred anything that is printed and keep on top of what’s happening with this with this particular law that that occurred in the european union. And just you know what? Maybe you know, i will of course keep on top of it, tony, and weaken maybe revisited as things develop, um, even if we make it part of, you know, a small piece of the future show, but i think that that non-profits do need to be aware that this is out there and see the potential for its effect in the united states ask and you’ll you’ll be most successful, i think, in searching if you look for right to be forgotten, maria, thank you very much. Thank you, tony. My pleasure, maria simple the prospect finder on twitter she’s at maria simple her sight is the prospect finder dot com next week, it’s september eleventh hard to know what to do on that exact day. I’m going to replay a show called the september eleven e effect about giving immediately after nine eleven and the longer term. Impact. If you missed any part of today’s show, find it on tony martignetti dot com. Where in the world else would you go so glad i brought that singing back? You may not be, but but i am pursuant full service fund-raising you’ll raise baby carriages more money. I’m not talking about those paltry little one cedars that most couples push around. I’m talking couples with quadruplets four abreast, they come down the sidewalk like the middle coach row out of a dreamliner seven eighty seven remember last week was the studio apartments in first class they come and dear the crosswalks and they part pedestrian herds like arctic ice breakers filled with money. That’s how much you’re going to raise pursuant dot com. Our creative producer is claire meyerhoff. Sam liebowitz is the line producer. The show’s social media is by susan chavez, susan chavez, dot com and our music is by scott stein duitz thank you, scotty. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent go out and be great. Snusz dahna what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist. I took two or three years for foundation staff, sort of dane toe add an email address card, it was like it was phone. This email thing is right and that’s, why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to heal. You put money in a situation and invested and expected to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

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Oh, hi there! 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 it’s a two hundred fifty of show who this is going to be a great one. We have a new sponsor pursuant, they’re a full service fund-raising agency with lots of tools and intelligence for small and midsize shops organisations just like yours pursuing dot com they’re a perfect fit with our mission and our listeners i’ll have more to say about them later. Welcome pursuant, our newest sponsor. Oh, i’m glad you’re with me! I’d be stricken with familial history. Oh cited articulos iss, if i inherited the mere notion that you missed today’s show it’s, our two hundred fiftieth show and fifth anniversary with me as co host is going to be claire meyerhoff she’s, our creative producer, we have music, comedy, giveaways and fast talking. All our regular contributors are going to be with us that’s maria simple she’s here in the studio jeans, akagi and amy sample ward going to call in, plus the composer of our theme music, scott stein and fast talking auctioneer and bid caller bobby d elearning. Who is going to win the work? We cuss a walking challenge between me and adam weinger you’re going to be glad you’re with us on tony’s steak too. I got to say thank you farewell to our sponsor opportunity collaboration, thie unconference on poverty alleviation that will ruin you for every other conference it’s not until october and their ninety three percent sold out so glad that non-profit radio helped them get that far. I’m going to be there. I’m gonna be at this unconference in x top of mexico in october if making connections with people reducing poverty will help you do your work, check it out quickly because it is definitely going to sell out opportunity collaboration dot net, thanks so much for having been a sponsor non-profit radio. You can join today’s show on twitter were live tweeting the show use the hashtag non-profit radio i am, uh i’m pretty thrilled about today. One of the reasons i’m thrilled we have to cool guests in the studio who you know on going to bring on first claire meyerhoff she is non-profit radios creative director was anybody hearing what i just said? Teo okay, i don’t okay. This is live and we got a problem with my mike it’s. Been working for two hundred fifty, two hundred forty nine shows on two. Fifty it’s not it’s, not up to the task. Um all right. I’m gonna introduce claude meyerhoff again because people should know that aside from being the show’s creative director, she has a deep background in radio w t o p in washington, cnn’s washington bureau, abc radio and hosted serious except nash’s editorial director at plan giving marketing now. Okay. Marketing specialist just in case. And if people heard me introduce you twice, i think that’s fine. I don’t mind that. And on twitter, she’s at claire says that’s easy. Yes, since i was calling it ah, the first couple shows were the tony martignetti show and yeah, i was not as well known as george clooney. Right? So you’re making ad non-profit radio and now it’s on the mic flags it’s on everyone’s. Cool. Thank you. Since the very beginning since we had dinner at ruth’s chris and cary north and i said, you know, i i i’d like to do something like this. Yes. You try to talk me out of it. Maria semple is also here in the studio, as she is the prospect finder. Of course, our monthly contributor on prospect research trainer and speaker on that subject prospect researcher website is the prospect finder dot com. Her book, which is now a free download on her site, grab it it’s valuable panning for gold. Find your best donorsearch prospects now because she’s working on a new book, which we’re going to hear about she’s our doi end of dirt cheap and free ideas follow her on twitter at maria simple welcome to studio maria! Hey there! Thanks for having me today. So cool i’m glad you’re here. We’re always talking on the phone. Absolutely. And s so excited to be here for the two hundred fiftieth shows his good stuff. Thank you very much. You i went back. You were first on non-profit radio on october first, two thousand ten so almost five years ago, you were you were ah, guest. Then that was that was our twelfth show two. Fifty today. That was chilling over twelve. And then you started becoming a monthly regular contributor with the august twelfth, two thousand eleven show. That’s good stuff, so call it four years. Let’s. Go. Next month will be a four year anniversary. Absolutely. Oh, and you know, you brought some of your top tips were going to talk about throughout the show. So you will have some, uh, some ideas from our doi n of dirt, cheap and free. Um, let’s. See where we are? Um, i think it’s ah, it’s. Time to give away something we got. We got a bunch of giveaways for today. And our first giveaway is a bag of cura coffee. And this is going to maxine smeaton. She messaged me, quote, i live in london but came to a foundation center event you presented when i was in new york city. I’ve been downloading the podcast ever since. Thank you. Oh, no, maxine thank you, back-up cure coffee is going to be coming your way. Cura does great great work with dental care for their coffee being farmers and crime are off one to tell us little more about your culwell. Cura 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. Two. Remote communities around the world, we are direct trade goodcompany with direct impact, brought directly to you, creating organic smiles beyond the cup. That’s. Beautiful. What a trained voice. So, maxine, congratulations, you’re going to get a bag of coffee from kira, and i thank you very, very much, maxine, for loving non-profit radio. Thanks for downloading it and listening all this time, one of our one of our ten thousand plus podcast listeners, and we’re going to, we’re going to do it live. Listen, love, of course, we got tons of live listeners, that’s, that’s, of course, going to be coming along with affiliate affections and podcast pleasantries. Let’s. See, i would. I would like to move to we have some some music. Scott stein plays is the writer income of the composer and singer of cheap red wine. And that is our theme song. And scott, unfortunately, is booked with a gig. He’s actually, music directing a show here in new york called held momentarily. About six strangers stuck on a stalled subway car. That’s why it’s called held momentarily because if you’re in the subways in new york, we are being held momentarily due to traffic ahead of us it’s, a musical comedy and it’s, part of the new york musical theater festival. And if you are interested, you can find tickets at n y m f dot or ge because our scott stein is music director for that show held momentarily on de so i went to his studio. I recorded him. And here is scott stein. Scott’s time. Welcome to the two hundred fiftieth show. So glad you could be part. Well, thank you for having me and congrats on two. Fifty. Thank you. This is a really nice milestone for thank you. You’ve been with me. Uh, well, the music has been and through you, it’s, been probably a couple of years now, i think, yeah, that sounds about right, it’s, uh, it’s, what i have been with you sort of say in spirit, but i would have been sort of bits and pieces and then, but in person while i was there for two hundred, right two hundred now, for an effort to fit your needs, and your and i have your music licensed, yes, is not something i’m beautified, yeah, that’s, a little it’s, all open up on dh. You know, i just i love this song, so wait here. Cheap red wine. Yes, we can go on on your upright in your studio. Apartness is hints, apartment studio, i should say no, but it’s, a one bedroom apartment studio, and, indeed, all right, here we go. They just keep talking. So later. I think around just what you mean? You sing a romantic advice from a bill on france’s among tv. Wait. Oppcoll work-life used charming buy-in finger. No way. Wait, just wait! Wait, strike! Tio, wait! Buy-in wait, duitz you used to wear. Wait bonem today. No way! Nobody else. No way! Wait! Yeah, you know, used kayman hyre. Wait, wait! Wait. I love it. Thank you very much. Scott. Yeah. Pleasure. Thanks, man. Thanks so much for being part of two. Fifty. Yeah, thanks for having me. And for, you know, supporting supporting your independent artist. Like make? Absolutely. Thank you. All right. Cool. Scott stein. So glad you could be part of the show. Scott is awesome. You’re so lucky to have him he’s. So talented. She bread, wine. I love that show. The other people. Yeah, yeah. It’s a it’s a cool song. It’s ideal. Okay, we’re gonna go away for a couple minutes. Break coming up. Maria has got some prospect research tips. We got more giveaways, comedy and that work. We cuss a walking challenge me versus adam weinger let’s see who’s going to win? I think i’m gonna wipe the floor with him. Stay with us. What’s not to love about non-profit radio tony gets the best guests. Check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark. Yeah insights, orn presentation or anything? People don’t really need the fancy stuff. They need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address their card. It was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were and and no two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It zoho, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Welcome back to big non-profit ideas for the other ninety five percent in our two hundred fifty of non-profit radio got to do the got to do the live listen love gadsden, alabama, st louis, missouri. Hubert, north carolina. Augusta, maine. San francisco, california, philadelphia, pennsylvania and there are others. But to those listeners in those cities live listener love going to you, let’s, go abroad. Lindenhurst, new york that’s not abroad. I’m sorry. That’s long island that’s. Never yeah, and clear mind talking about it, perhaps along falik no, i’m talking about i’ve listened to love to lindenhurst and also beaumont, texas live listen, love but now we can go abroad tokyo always checking in, always grateful for our tokyo listeners live listener love, konichiwa also, seoul, south korea multiple soul listeners, as always remarkable. So loyal anya haserot, you are korean listeners. Marie samples got cem, some prospect research tips. Did you? What did you do? Go back and comb your four years of non-profit radio? Or what would you do? No, no. You know, i decided to just pull out cem cem tips that i’d be using if i were just talking to somebody or just doing a speaking engagement, just sort of the top sites that i think people should be aware of. So i brought a few those with me today. If you want me to talk about yes, you’re our diet of dirt cheap. So talk about talk about a sight. Okay, great. So, you know, i’m a fan of talked about this before setting up alerts, so i wanted to remind everyone that you set up those google alert it’s and, uh, the other two that i’ve been actually getting a lot more hits on since i set it up for your show to test it actually was talk walker dot com and mentioned dot net, i get so many more hits on that than i do on google alerts and ah, on the reason why i had tested it a couple of years ago on your show was because i i’d read an article that google might be doing away with their alert service at some point, right? We talked about it, and even even if they hadn’t done away with it, it was not very robust, right? It was disappointing. Yeah, yeah. And then the results continue. Tio go down, down, down. So i i i definitely love the talk walker dot com. And so my my advice around, though, using those would be set him up for your top ten donors, you know, put their names in in an alert so that if something comes up about them, you can call them, congratulate them, you know, hopefully not commiserates, but okay. And i’ve since we talked about it i’ve been using both of those i used talk walker and mentioned dot net different ones because they give each allow you a couple for free. You have different alert set up on each of those cool. What else? Well, so well, i thought we would also spend a few minutes talking about nosa knows a search because it’s ah it’s definitely one of those sites that has both a a free and a fee based component to it. So for free, you could do some foundation research on knows that site, but it’s also a great compilation, ifyou’re doing individual research, esso they have various levels where you could either pay for a month or pay for a year. So it’s a good pay as you go type of service. So that’s why i kind of think it falls under that dirt cheap. Okay, it’s a little more about noser so knows that enables you to go in and input an individual’s name, for example, and be able to actually find out if they’ve given any major gifts to any organizations. So it’s an opportunity to as you’re doing in depth donorsearch research on those heiner hyre net worth individuals find out where they’re donating gifts tomorrow. If this sounds a valuable stuff, right? Well, i’m thinking about about how we might apply it to our plan. Giving marketing. Yeah, absolutely. I would really like to know more about our donors. Yeah, absolutely. So, it’s it’s a pretty valuable service. So it’s ah, i think it falls under blackbaud not if i’m not mistaken, but it’s certainly an opportunity for you to check it out because they have both free and be based stuff. So okay, so there is a there is some free to it, right? Yeah. In keeping with the door. Yeah. Yeah. Okay, we have ah, i believe we have any sample ward has called in. Maybe sabat ward, you know? Hey, i’ve been on for a while. I wasn’t sure how could most nicely interrupt? No, no. Okay. You’ve been out for a while. All right? Well, i’m not sure sam saw you, but i’m glad you’re there. We gotta introduce you, of course. Ceo of non-profit technology network and ten, which runs that very cool non-profit technology conference where we got hundreds. Well, twenty five. Outstanding. Excellent. Smart people interviews her most. Recent co authored book, social change. Anytime everywhere. And you can follow her on twitter at amy rs ward hello. Hello, you have you have been on non-profit radio since the one hundredth show? That’s when that was the first show you were on. Exactly. I i know i’m so i was actually thinking about it today to interview shows. I started to do the mental map, and then i decided to not do the mental map of how long has he been that’s? Well, it’s three years, we do fifty shows a year. Yeah. And you’ve been since the hundred. So to fifty minus one hundred. One hundred fifty, divided by three. Yeah. Uh, i mean divided by fifty three years. Yes. Oh, that’s, uh, that’s. A good run. Thank you so much for being on the show almost every month. Oh, my gosh. Thank you for not getting tired of me after three years. Yeah, well, you know, what’s going on there it and ten. What do you guys focus in on out there in portland, oregon? Well, i’m currently calling you from a rest stop on the side of the highway because max tonight are on vacation. With your husband. You know you’re doing this for us while you’re on vacation? Yeah. I mean, we’re just getting started. You being on the highway out of at a rest area. Alright. Where where are you? What city or what, highway? Well, i have no idea what city. I don’t know that this is a city there’s, mostly forest. Um, are you in oregon? We’re on highway ninety seven. Are you in oregon? Even were still in oregon. Okay. You’re in oregon, southern oregon. Okay. Okay. Where you headed on this great vacation where we’re headed down to lake tahoe. Oh, my that’s. A long drive you got you got nice. You’ve got a long drive. It is? Yeah, about about a third of the way through. Already got up early. Yeah, but i think back in the office, you know, everybody’s pretty excited. Because last week was the orientation week for the sixteen vigil inclusion fellows. So those sixteen folks, they’re all now post orientation out in their eight different cities, working with their host organizations on digital inclusion programs so that that piece is all in motion. And now everybody’s kind of locked in planning for the september conference. The leading change summit. Okay. Yes. Which i will be at. I have my own my charity registration web idea. I’ll bring bring wireframe and looking for some beta testers when we get to that stage. So yeah, you know, i’m gonna be with you for a leading changing when we’re doing that september, right? Thirteen. Sixteen. Number thirteen through sixteen. Thirty dc. I remember that’s, right? Ok. Yeah. Ok. Well, listen, i want to thank you. So i want thank you so much for doing this while you’re on vacation. Give our regards. Send non-profits and live listener. Loved to max, your husband, please. I will and drive safely and have a wonderful, wonderful time in lake tahoe. Awesome. Thank you. And you all have a wonderful time finishing the rest of the two hundred fifty it’s. So yes, we are a great time. Thank you so much, amy. Thanks, everybody. Bye bye. Any sample ward got lover ceo of inten non-profit technology network tomorrow. If you gave quite a little, you and other have you been to a lake tahoe? I happen to like zoho it’s, one of my favorite beautiful places. Why? Why? I have never been tell tell may well, like north lake tahoe is kind of cool because you have, like, the old fashioned cal naval lodge and that’s where, like maryland and and and sinatra hung out. And the county va lodge actually straddles the state line of california and nevada. So there’s like a line right through. So it’s just, you know, it’s kind of a historical place. It’s also, if you if you’re a fan of godfather one, i believe it is. Is that when there are no two is that we move to? Yeah, but when michael was in charge of the family, yeah, they’re in late, and they get the house gets shot up and stuff that’s, that’s like tahoe as well. So, you know, if you’re a fan of the godfather siri’s, as i am okay, okay. Yeah, like like tahoe. You like cuba? You like all the all the settings were going to give away? We have another giveaway, claire. And, uh, we’re gonna give away the plant e-giving marketing prize, which is? Well, we congratulations to the winner of the prize sponsored by the company that i work for planned giving a marketing that’s pg marketing dot com were based in pennsylvania. We helped all kinds of non-profits with their plan giving marketing, we are not part of the plan giving industrial complex. Okay, we actually help you, and so please visit our website. We have a great gift for you. It is a fifty dollars, these a gift card, a cool and that is going to give mohr twenty four in vancouver, washington, because, you know, they’re just they were just so sweet. They tweeted happy birthday non-profit radio and i just thought that was so sweet, you know, it’s it’s simple, but it says it it’s one of my birthday non-profit radio so they are at give maur twenty for they are a e-giving day is coming up in september, i think of september fifteenth for their region, but but certainly check him out on twitter and you tell me a little bit more about that organization that more twenty for about, um, well, that’s. Why i was just saying that they’re they’re supporting a because i have a processing issue important, and i’m still processing it. They they are about a local giving day ah e-giving day around the vancouver washington area. Trying to get people to, you know, like like like so they help all charities in the vancouver area. Yeah, charity that’s all charities in current cooper washington, which is not vancouver, canada. Course that knows the state of washington state’s, our vancouver are very on vancouver and you could check them out because they’re given more twenty four on twitter at give more twenty four give for twenty four number two fundchat better. I’m going to tweet them right? Just like you are at clare says it’s easy. Okay, okay, i will do that. All right, um, we have, ah, a little something. Claire, since you are a plan e-giving marketing specialist, i, uh, have a question that i want teo very, very important plan giving marketing question about whether whether it’s smart to be including charitable gift annuity rates on in marketing right in your marketing. Well, you know, when you’re promoting a charitable gift annuity no, what is that? Oh, my god, what’s happening? What? What is happening? I believe, uh, you know, i think i think we’re in the future, tony, tony, we’re in the future because, you know, you have a lot more gray hair, but thankfully, you still have a lot of hair. I don’t think that was possible that we could come to the future. You have fallen into a time and tunnel it’s june twenty fourth, twenty, forty five, twenty, forty five clear that makes me eighty three and that makes me thirty seven i don’t know, i don’t feel a day over eighty one and your hair is still belong. Well, that’s, because in the future they have a magic stick that you just wave over your head and and you have beautiful golden highlights and deep rich base color sabat hello and welcome to tourney martignetti non-profit radio big non-profit ideas for the other ninety five percent it’s our one thousand four hundred fifty it show and i’m your aptly named host. Oh, i’m glad you’re with me. I’d be stricken with benign prostatic hyperplasia if wait a minute. I am stricken with benign prostatic hyperplasia bph i got it! It doesn’t matter whether you listen, i’ve got it so let’s. Leave the diseases alone. It’s, our one thousand four hundred fiftieth show. And i’m glad claire meyerhoff is my co host today. God, claire, your hair looks great. Thank thanks so much. And you know, tony, i got to the studio a little bit late because you know, am tracks. Bullet train was delayed. It took me twenty minutes to get here to get to new york city from d c can you believe that? I know twenty minutes. That’s. Incredible, incredible. Oculus. Well, there’s, no way to run a way to run. I’m gonna call it. I’m gonna call joe biden’s great grandson. But that’s okay. We are hosted by google mind warp. Of course. So now time is meaningless. Grand love that so let’s get started. We’re talking about how eighteen million non-profits khun stay relevant now that poverty has been eradicated. Universal hyre education is free, global warming has been solved. And then amazing global cooling was headed off. The palin panels eliminated all disease. Turns out sara was much smarter than people give her credit for it’s. So sad that she died in that tragic ego explosion and all our historical sites are funded by the trump foundation for old buildings. I haven’t torn down yet. And you know what? All the homeless dogs and cats have homes every child can read. When when? What is it that sort of thing? That trump was elected president? I don’t know. I was around like your four hundred four hundred show. It was sometime around there. I think it was. Was he before or after that first black president? What? What was his name? I think his name was obama, not president sasha obama. President barack obama’s obama first one obama senior, right, that’s, right. And then it was sasha came a few after him. And who was the president before that? And then i think it was trump. Well, trump was somewhere in there before. Oh, yeah, president for her, for her, something remember is very short term president. He didn’t last one term. That guy was beached. I mean, converting the lincoln bedroom to a casino. I know. And, you know, it was amazing because i remember at the republican national convention that year he came out to announce his vice presidential choice and he was like, okay, oh, you idiots, i got news for you. I’m going. I’m going to tell you who my who? My vice presidential candidates going. Toby he’s going to do amazing things going kick congress in the butt he’s going to be fantastic. Here he is. I’d like to announce my choice for vice president of the united states. Missed a gary abuse e i e o i remember. Yeah, it was right for that’s. Come. I forgot all about that, but yes, from president then and then he fired him on inauguration day. I know that was great. You’re fired, right, right after three inaugurations, like noon by twelve. Fifteen that the guy was fired. Yeah. And you know, trump did all these other things too, like, remember he there were those. There were the hearings, the senate judiciary committee hearings for that supreme court justice. And they were they were asking him a lot of questions, and i thought, oh, this guy is never going to get confirmed. But then, you know, supreme court justice, meatloaf did a great thing. He started singing hey started singing paradise by the dashboard light and then senator elizabeth warren remember she like god and meet lo slap and did they do? With, you know i want wait no that’s a different song, but paradise by the dashboard light that’s a cool one that’s a great and that’s s o they were singing, you know, trump really? You know, when it comes to non-profits especially like a you know, he just teaches wrecked things, didn’t and he also wrecked a lot of our beautiful national landmarks. Well on, give the guy credit. We have that water slide going down the grand canyon, right? The trump water slide that’s the grand canyon on a park and he you know, he’s. He did get his face put on mount rushmore, although they have chiseled it off. So that was good. I gave ten dollars to that on go fund me. Remove remove the fifth face removed the room. Remember it. The billboards removed the fifth bullet. They gotta go fund me dot com ten dollars. All my friends, i put it on facebook. Remember facebook? I know so so. And sometimes you get into these like dramas with people from high school where people like criticized it was terrible, it’s that now we don’t need no way have that mental telepathy thing where we all just know, whatever i was thinking it was cool for a run. I mean, it brought people together, you know, i i deserve whatever that guy’s name was, i can’t remember, but, you know, he made a lot of money, but it just didn’t just in last, i mean, the advertising took over and people just obviously migrated away. Yeah, and now we have the mind meld, and so we just, like, i just think something like tony is going to take us out to lunch and then it happens i don’t have to put it on facebook like, hey, maybe tony will take us to lunch, i just think it remember that remember that trump presidential library with the with a swim up bar and the song? Yeah, yeah, and then he had the follicle transplant center in the presidential library, remember? And and you know what? This is the first thing i remember about trump that really affected non-profits because a lot of my clients really got mad, so he came up with that whole directory of, like, best practices for non-profits and he said and he said, and i and i remember him being on tv. He was announcing. It goes yet, you know. So this is the number one thing. I think you should offer. Fi, you development directors and hyre showgirls. That’s what that would be best pregnant, raised more money that way, if you had, if you had the showgirls, its development, people waving the future because we’re headed back, we’re going back. We’re headed back cool, oh my god, wow, and, you know, we learned so much we learned we learned about when we went to the future, we learned about the past, we learned what happened when oh, no, no, it was that government can be. It can’t be that had to be like the mushrooms. I don’t think so, yeah, it’s not going to have the crystals, but that was a cool that was a cool look at the future. Don’t you think it was that gold thing? Things are gonna be good in the future. They are. So we’ve got what we have now. Really? Okay, i think now, back in back in show two, fifty, um, let’s. Uh let’s go to aa a lot more coming up, but i have to spend a little time talking about pursuing but we have other stuff coming up, jean chicago’s going to calling in their work. We work, we hustle eyes coming. Um, but i have tio shout out our brand new sponsor response pursuing absolutely full service fund-raising agency pursuant they are data driven, technology driven. I have the chance to talk to their ceo trend. This guy has a deep background and fund-raising and he understands the challenges of small organizations. They’re going to be a perfect sponsor for non-profit radio. We have tons of web tools on dh. They also do onsite capital campaign consultant. So if you go to pursuing dot com it’s amazing just pulled down what we do on the on the site and you see everything from, like i said, capital campaign counsel to media and data services. They are full spectrum, and i feel like that makes them perfect for non-profit radio small and midsize non-profits because you just use what you need. And then as you grow there’s more available to you on dh, there is an excellent way to get to know them coming up. They are going to hosting a free webinar, four keys, toe optimizing donor engagement and i put together ah, short link for them. So if you want, if you want to check out that webinar goto, tony dot, m a forward slash new pursuant no caps tony dot m a slash new pursuant the webinars on tuesday, july twenty eighth, wanted to eastern and i know that this one is short notice and for our affiliates, you know, it’s it’s passed by the time you’ve heard it, i understand that, but there are going to be others, lots of others, because pursuing is really generous about sharing their intelligence, they they really are so in the meantime, check out pursuing dot com look at everything they do, and if you can’t make that seven twenty eight webinar on optimizing donor engagement, it’s at tony dot a slash new pursuant and pursuant, thanks so much for sponsoring non-profit radio. Really grateful. I have to say thank you, i just have tio spent my tony’s take two saying thank you to everybody who is such a terrific supporter of the show, whether you’re getting my email alerts in your inbox every week or you’re listening live like lots of people do so regularly or listening from one of our affiliate stations throughout the country or the podcast, you know, however it is. Youre supporting the show, spreading the word on twitter, facebook so grateful really two hundred fifty shows five years there’s no way we’d be where we are if there wasn’t just tremendous support for non-profit radio, so i’m so glad that it brings value too small and midsize shops. I always always have you in mind when i’m thinking about guests when i’m putting together to show trust me small and midsize shops first the first time last that’s that’s, who’s who’s on my mind so i want to thank all of you for ah let’s support five years worth. Thank you so much. And that is tony’s take two for friday twenty fourth of july sorry, yeah. Twenty fourth of july and twenty ninth show of the year we got jean takagi uh, chicago’s on the line. Jim takagi, how are you doing? I’m doing great. Tiny. Congratulations on to fifty. Thank you. So, so much. Gene is our longest running contributor to non-profit radio hyre he and it’s, the very popular law non-profit law blawg dot com. And uh, he’s, the principal attorney at neo-sage non-profit and exempt organizations law group in san francisco and on twitter he’s at g tak. Gene, you have been with me since july twenty seventh, two thousand eleven. Longest running contributor. That’s fantastic. Tony the time. Where’s the time gone. It’s. Incredible. Four years every month. Um, i’m just so grateful. You know, we, uh we started. I went back with the first topic we covered together was so you want to start a non-profit which seemed like a logical place to start. Yeah. I mean, you know, just thank you so much, gene, for taking time to prepare every week and for being with me with us every single week for every single month. Everybody that’s, right? Every every month. Yeah, i don’t really read inviting your more off. Thank you. What what’s going on? There neo-sage what your clients are. Concerned about, but they’re few things going on night. One of the things that were really excited about is that board source has listed advocacy as a keyboard responsibility earlier this week, and they just updated their their seminal book on dad possibilities of non-profit boards and for the first time, advocacy became a keyboard responsibility and we think that’s that’s just great. So that’s one big advocacy, okay, we’ve talked about that lots of times, and maria simple and i have talked about boards being advocates, right? Marie? Absolutely being friendraising er’s advocates out in the community mirriam you and i have talked about that a lot online ambassadors, right? Yeah, absolutely. There, there you’re you’re they should be it at least your biggest and best right? What else do you know about? Oh, sorry. God. Sorry. Uh, i was just going to concur with both of you on that and apart from the friendraising and fund-raising some serious issues that might affect all non-profits and we’ve been kind of leading some advocacy efforts on that, both on the state level, for us with cal non-profits on the national level with the national council was non-profits and some others. As well. And then some of those provisions air, like the charitable deduction provisions that are congress is looking at right now and and where those air going. There’s, charitable registration requirements, better being promulgated by the state. Um, that are becoming a little bit more scary for non-profits if some of these things go through, it would be like if you fail to, you know, be missed a filing and you continue to operate, we might hold your board members liable for needing to operate on that suspension period. Also, scary things happening that that non-profits have a chance to push back on. And when, when you’ve got board members and others, you know who are willing to advocate on your behalf, beneficiaries, that that you’re serving, it can really make it. Okay, okay, so there’s gonna be a lot for us to be talking about in the in the coming months. That’s always okay. Okay. Hyre all right, jean, i really i want to thank you very much. Thanks for thanks so much for being part of the two fiftieth and and and so, you know, such a long running history. Thank you. So, so much great. Thank you so much. And have a great rest of the show. It’s. A pleasure. Thank you, jean. Thanks a lot, maria let’s. Spend a couple minutes on. Ah, couple more your, uh, your tips for prospect research. Okay, good. So so this tip has to do with visiting your local library. You’ll remember i’m a huge proponent, our local lagers. And so one of the online database is that i really love that the library is called reference yusa. Esso. I really wanted to bring that back as a reminder for everyone. Because it’s a source that will allow you to really find business owners in the community find businesses themselves in the community. And you can actually you can get is as focused as looking for them within a specific zip code. You can open it up to a county wide search. A state wide search. So it’s really? I think it’s. A great way to do what i like to call that proactive prospecting. So if you’re trying to get some new lists and maybe if people to send invitations to within specific industries and invitations for maybe an upcoming walk or a gala or something that you’re having, i think that that’s a really terrific resource. Great one reference, yusa reference. Use a dot com. Well, if you go to reference, use a dot com. It is a fee based resource, but many, many libraries will carry it. It’s usually accessible, right, using your your bar code on your library card, you can access it for free. So, you know, in keeping with our free theme, of course, i know you love the library’s. Yeah, what else is on your list? Eso you know, i’m always always a fan of also giving linked in some love wanted to remind everyone to go to non-profits dot linked in dot com because they’ve got tons of great resource is for you on that on that site. Andi, you could do a lot of proactiv prospecting there is well, you get access to the fee based version for free as a non-profit esso. I would really encourage you to take a look at non-profits darlington dot com see what they have there on take advantage of the proactive prospecting you. Khun dio i think the sp one of the early times if it wasn’t the very first time i met you was when you were doing a panel on linked in for non-profits years ago. Like at the westchester county. A f p or something? Yeah, you there were. There were a couple of you jerry stengel was on. Yes, and mark and mark. Mark that’s. Right. Exactly. Mark helping mark helper. Thank you. Yeah, that may have been i don’t know if that was the very first time. No, i wasn’t. The first time was when we had met, but i think we were all three of us were on your show. You were phil. You were saying filming, but you were taping from now on. We’re doing this show from there. And you did have a song because we did do what we did. Cope. Present a panel together on the topic of lincoln’s. Okay, and then we used it on the show. All right. We’ve got just a minute or so left before we gotta move to our next give away. We got to get away coming up there, meyerhoff you’re not you’re honest. You’re on deck. Man on deck. What can you tell us in a in a minute, maria? Well, in another minute, i just want to remind everyone to ah, to make sure that you’re finding out whatever your library has for free. Take advantage of all the different ways you can set up a google searches and really focusing them down so that you’re getting the search results that matter to you. Ah, you’re only interested in where somebody is ah, connected to a non-profit make sure you filter it down to include site, colon, dot or ge ahh and then that’ll just bring up the search results on a person’s name where they’re connected to a dot or giff you’re trying to find out where they’ve donated or where they’re spending their volunteer time. Outstanding. Cool. Thank you very much. Let’s. Give something away. Uh, this is going to mak pritchard because he was so generous. He blogged his top social change podcasts and don’t you know named non-profit radio he’s number one i love that that’s also. Mac. Mac pritchard, you are going to get a bag of cure a coffee with every cup of curare, you join our effort to expand sustainable dental care to remote communities around the world. Cure a coffee. Frankly, they’re just the best. Thank you, kara mara there because they’re like i said earlier they were doing this dental care for their for their coffee growing farmers. They had just done something in nicaragua that they sent a dental team of sixty people to nicaragua, unopened five dental clinics while they were there. Incredible. There, there they’re walking the walk of cura. Um, we got a couple minutes. Tio have a little. We’ll chat time, but sam says are not too much time. Okay, then, uh, that’s, that’s, that’s, the end of the chat and let’s go to a break coming up after the break, coming up after the break. Yes, thank you, ladies, thank you so much. Coming up after the break, we got the work week hustle walking challenge. Bobby d l is going to be joining us and adam weinger goingto watch me wipe the floor with that. A weinger. I hope, anyway, stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth godin, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked. And levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests are there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. Welcome back to big non-profit ideas for the other. Ninety five percent, joined in the studio with my co host for today, our creative producer, claire meyerhoff, and also our monthly prospect, research contributor maria simple ladies again, so glad you’re with me, like, so right to be here. All right, we’re going toe. We’re gonna do this workweek, hustle, walking challenge. We got, uh, we got adam weinger you’re on the line right at him. Hey, tony, thanks for having me. My pleasure. Thank you, adam. Thanks for being with me. I won’t remind everybody. Adam has been a guest. Ana non-profit radio from the non-profit technology conference. He was one of the speakers there in twenty fourteen, and i talked about improving your matching gift program. And that was the april twenty fifth, twenty fourteen show. He’s, the ceo of double the donation he’s at two ex donations on twitter and double the donation dot com and ah, when hey was he was inspired by what he saw last week because we had a show talking about walking and work in the same time. And he was inspired by that, i guess to challenge me to a work week hustle. I do not know how many steps he walked this week. He does not know how many i walked, but we’re going to find out. We’ll see who takes the lead. So, uh, thanks for reaching out. Adam. That was cool. Definitely. How has your walking been going? The sleek i’m doing fine don’t don’t don’t tease me now i’m doing okay. I’m doing fine. And of course, our prize the winner gets ah! Slice of new york city pizza. Right? You’re gonna come up to new york and absolutely and buy me a slice of pizza. I take mine with mushrooms and anchovies. Please. You can even have two slices if you went. Okay, we’ll see if i win. Okay, bobby d l are you with us? There i am. Tony, thank you so much for joining us from arizona. Bobby dee has also been a non-profit radio guest on february twenty seventh, twenty fifteen he and i talked about improving auctions and cash calls for your fund-raising events. Bobby dee is the twenty fifteen world automobile auctioneer champion. That means he’s number one champion in automobile auctioning and he’s the twenty fourteen us big calling champion on twitter. He’s at called a call to auction at call to auction and you’ll find his sight called to auction dot com. Thanks very much for being with us. Bobby deol two hundred fifty and show. Well, what? What a player. Tony, i’m actually here at the arizona chapter of ft at their conference. I’m in a hotel room right now with an honor to be at this conference and then to be a part of this celebration. So congratulations. Thank you very much. And, adam, i’m so glad you’re part of the two fiftieth show to thank you. All right, we have a traveling mate. My pleasure. All right. We’re going toe going to increase the drama a little bit. Uh, we’ll play. We got some appropriate music, and then now bobby d i am goingto okay. We lower that a tad labbate attack. Okay, bobby d i’m going to announce mine my number first. So, bobby, you want to go ahead, homey? Well, what i want to do is i want to find out how many steps you have, and what i’m gonna do is i’m gonna call off the number of steps, and if you have that number of steps, just go ahead and say yes. And then i’ll go up and we’re gonna find out what your limited. So we’ll just go ahead and get started now. Tony, did you walk over five thousand steps, please? Bobby, you’re insulting me. Five thousand five thousand. Did you walk over ten thousand steps this week? Way over ten. All right, ten. How about fifteen? Fifteen metoo walk over fifteen. Fifteen. Way over way. Over, please. You’re in some twenty. How about thirty thousand? You walk over thirty thousand. I did do over thirty. Come on, bobby, about thirty five. How about forty thousand there’s? My number. There’s a i got forty thousand one hundred eighty six bonem. All right. Thank you. Forty thousand hand pub. Forty thousand one eighty six. Okay, it’s adam’s turn. Go ahead, bob. Now, adam, work. We’re gonna go a little bit quicker. Okay? So we’re gonna have computed five thousand. Indeed, i did. About ten thousand. Yes, i did. Fifteen twenty, twenty five thousand year. Thirty thousand sets. I went over thirty thousand he’s over thirty. How about thirty five thousand? What is that? A yes. About forty thousand? Yeah. How about fifty thousand? No. Okay, we’re four thousand. Did you get forty one thousand steps? I got forty three o ee o. I got screwed. I got screaming. Just want, like, one more time. What would you say, bobby? D if you’d taken the stairs one more, maybe you could’ve beat him. No, there’s too many escalators in the city. I want to ask you to shut down on dh. Plus what? When i’m walking upstairs, i do two at a time. I do doubles that way. Sam, turn off that crummy news. You was wrong. You would rob tony. Not the music you have robbed when i did. I’m serious, but when i go upstairs, i take two at a time. So you got a double my upstairs all the time. I have. Oh, man, i do my steps twice. Time going all right. No, it was closed, tony. It was a valiant effort. Adam weinger, uh, okay. All right. I owe you. I got screwed. All right, now, all right. I’m not such a bad loser. All right, adam. Pizza place. Alright, my favorite. I’ll take you to your favorite pizza place in new york city. Okay? We got to wrap it up. Thank you so much, guys. Thanks for having me. Thankyou, bobby d thank you. Adam. Congrats, toady. I got to say, well, i lost, but thank god for the two. Fifty. I got you. Thanks. So i’m gonna thank you. Thanks so much. Uh, cure a coffee and plan giving marketing for being our giveaway sponsors today. Claire meyer huff. Thank you so much for being in the studio. It was wonderful. To be here and i can’t wait to be here for the three hundred show your maria semple. Thank you so much. Oh, great to be here as well. Thank you and susan chavez. Thank you out there. You’re in san francisco. Thank you very much for your help. Our social media manager with today’s show. Thanks so much. Been great fun. Thanks everybody for getting us this far. Two hundred fifty shows. I just love doing this show. I just love it. Next week two ntcdinosaur views from some smart speakers at ntc non top non-profit technology conference i was at this past june. If you missed any part of today’s show, how could you? How could you miss that? Twenty fiftieth. Find it on tony martignetti dot com pursuant full service fund-raising they’re perfect for non-profits. Just like yours. Data driven, technology driven, pursuing dot com. Welcome. Our creative producer is claire meyerhoff. Sam liebowitz is a line producer. Shows social media is by susan chavez susan shop dot com. And this music is by scotty stein of brooklyn. Yeah, awesome scotty stuff in the house with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and greet you. Show that. Thank you, labbate. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff, sort of dane toe adam. Email address their card. It was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for May 22, 2015: Linkage, Ability And Interest & Crowdfunding Legal Tips

Big Nonprofit Ideas for the Other 95%

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Opportunity Collaboration: This working meeting on poverty reduction is unlike any other event you have attended. No plenary speeches, no panels, no PowerPoints. I was there last year and I’m going this year. It will ruin you for every other conference! October 11-16, Ixtapa, Mexico.

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My Guests:

Marie SempleLinkage, Ability And Interests

Maria Semple

Introducing the LAI principle for rating potential donors. Maria Semple walks you through it. She’s our prospect research contributor and The Prospect Finder.

 

 

 

Gene Takagi: Crowdfunding Legal Tips

Gene TakagiGene Takagi is our legal contributor and principal of NEO, the Nonprofit & Exempt Organizations law group. He raises your consciousness about legal issues around the popular crowdfunding sites.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. We have a new affiliate to welcome k y r s eighty eight point one and ninety two point three fm in medical lake spokane, washington i’m looking forward to helping your non-profits welcome kyi rs thank you so, so much for being with non-profit radio and being our newest affiliate, k y our s oh, i’m glad you’re with me. I’d be stricken with ngom nail blast iq limb, fadden apathy. If you gave me the bad news that you missed today’s show linkage ability and interest introducing the high principle for reading potential donors re a simple walks us through it she’s, our prospect research contributor and the prospect finder and crowdfunding legal tips jean takagi is our legal contributor and principle of neo the non-profit and exempt organizations law group he raises your consciousness about legal issues around the popular crowd funding sites and he walks us through those on tony’s take two non-profit radio on the road and third sector responsive by opportunity collaboration, the working meeting on poverty alleviation that will ruin you for every other conference, i’m very glad that maria samples back with me she’s, the prospect finder, a trainer and speaker on prospect research. Her website is the prospect finder dot com, and her book is panning for gold. Find your best donor prospects now exclamation mark she’s our diet of dirt cheap and free ideas you can follow her on twitter at maria simple. Welcome back, maria! Hey there, tony, how are you? I’m doing terrific, lee. Well, how are you today? Just find a little bit of allergies going on, but other than that, you know, i think everybody suffering, though, right? Well, i suppose i see you have a lot of allergens in new jersey. You know this here seems to be particularly bad. I have not been bad in past years, but ah, i don’t know. What’s going on this here against the it must have all exploded at once. Okay? I’m allergic to some people in new jersey. Ilsen listen, my family that’s what you know or not you mostly my family. Um all right, my mom and dad don’t listen, so they wouldn’t know that i just said that there, but they’re big fans. Of the show, but they don’t they don’t. Listen, um, this l a i linkage ability and interest. We’re using this for tracking and rating are potential donors. Is that right? Yeah. That’s, right. You know, i thought it would be an interesting topic today. I was i was recently asked to speak about this on another person’s webinar. And i was thinking that it was something you and i had not covered in the past, um and it’s certainly something that is freon dirt cheap, right? Because it’s being done by dafs board volunteers and, you know, khun really involve a lot of different people in this process and it’s probably, you know, a pretty important part of the overall fund-raising process when you think about it because, you know, we only have so many hours in a day in a week, in a month in a year, um, so we really need to be able to focus on where allocate our time and our resource is right. So human resource is funding, etcetera? Um, so, you know, we’re trying to really get down to is answering that most basic question and fund-raising is really how to qualify people. Right? So hopefully, you know, at the end of the next few minutes together we’ll we’ll come up with a process for your listeners that people can start to implement. Okay? All right. So, uh, what’s think our first part linkage? What is it? What i mean by linkage? Linkage to what? Right? So linkage to the organization. So how how is this person linked to your organization? Who is that? Ah, that individual that might stand between you and that prospect. So, you know, it could be that you have a boardmember who has access to this individual, maybe maybe it’s a staff member or ah, some other volunteer with the organization, so they’re really kind of like, in lincoln terminology, they’re really just two degrees separated from you. Um, and and in some cases, somebody might be more than two degrees separated on dh, then that’s going to really kind of affect how well linked they are to your organization already and how much they they already know about you, right? I have to i have to quibble with you about something now linked in did not create that two degrees of separation. That correct that comes from kevin bacon that’s, right? I don’t i don’t want the social networks taking over our r ah, story traditions, that is a kevin bacon, you know, story, whatever you’re called that is not attributed to linked in dot com, alright, right know it’s? Not absolutely, but of course, lincoln can help you in this process when you’re trying to determine linkage, right? So if you’re just trying to figure out you have a known individual, maybe they’ve come teo ah gala or something, and you’re trying to figure out, well, who can really help us, you know, cultivate and potentially solicit this individual? We want to engage them a little further in in our cause? Um, and so, you know, certainly lincoln is one of the tools that you might be able to use, i think, you know, why not use that technology that’s there to help determine how many degrees they’re separated from you? I’m not objecting, teo, speaking to that in terms of linkage and proximity to the organization. So geography, i think, in my opinion, could potentially play a knopper tune ity here into linkage. So if you really a small non-profit and you serve a very small geographic area um, you know, is this prospect living in that geographic area, or do they live somewhere else in your state? But maybe they have an interest in funding your type of cause. So, you know, i do think that that geography can play a role in this as well. Okay, okay. Um also the e-giving history, right? In terms of our their their closeness to the organization, another way of measuring that is how often and at what level have they been giving and how regularly, absolutely and, you know, we’ve all heard of the stories in the press, right of people who passed away, they leave a lot of money to an organisation, they were on ly donors that say very modest levels, but they were consistent, right? So they zsystems long time donors and and, you know, i’m preaching to the choir was talking to you about this, tony, but, you know, certainly passed e-giving history is even if even if the gift amounts have not been very high, i really do think you have to take into account that longevity how long they’ve been with you? Yes, on dh that’s particularly true looking for potential donors in planned e-giving but yeah, that that committed person who’s been giving and, you know, maybe you’ve heard me, you probably have because we’ve we’ve done seven hours together say that, you know, even if it’s ten dollars, a year or ten dollars, a couple of times a year, but they’ve been doing it for for a long, long time, like eight out of the past ten years or twelve or fifteen out of the past twenty years i mean, that’s ah, that’s a lot that’s a that’s, a really committed person, even at low, low level. So you want to consider them as potential? Maybe not for what you might consider a major gift, but certainly for potential volunteering planned gift or maybe moving them up the the e-giving in the giving ladder, you know, that consistency is really important, irrespective of the size of the gift. Yeah, alright, thanks, maria. So you know, i would agree with you, right? You’re you’re on safe ground. Yeah. Course. Plus, i i feel bad. I feel bad about my rant about the kevin bacon phenomenon, so i don’t want it. But you know me well enough that you know there’s no harm done. No, i’m intended no harm intended. Maybe harm done, but i didn’t intend any, but i don’t think so. What’s ah, what’s ability all about after linkage. So the a for ability. So really it’s it’s, really? The ability rating is it’s based on their ability of what they can give and not what we think they will give. And so that could be two completely different numbers, right? You might be talking to your board members and your board will say, you know, well, andre, go in either direction. Right? So the conversation might be something like, um, you know, where we really think that this person that we, the board, think this person is certainly capable of contributing to our annual campaign or our capital campaign at a level of, you know, five thousand dollars and, you know, maybe your research reveals that this person, you know, has never given anywhere near that amount. Maybe all of the donations use i’ve ever been able to find out what they give to other organizations in your community. Maybe two hundred dollars, and below. So certainly, you know, you wanted to raid it in that you know appropriately in terms of their ratings for the ability, but it could also be in the other direction so the conversation could be g we think this person capable of donating five thousand dollars and your research reveals that in fact there, you know, they made in the past in the recent past a twenty five thousand dollars, um, commitment to another organization. So knowing that you’re potentially leaving money on the table by not asking for a higher amount. Yes. Okay. Okay. Let’s, uh, let’s go out for our break a little early and if there’s more to say about ability, of course we will. And then we’ll we’ll cover interest, and then we got to put this all together. What the heck do we do with all this info that we’ve got? Stay with us. You’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder am i doing this right? Is there? A better way there is. Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Welcome back to big non-profit ideas for the other ninety five percent. The small midsize shops that’s who were always about i got live listener love, cartersville, georgia. Marquette, michigan, san francisco, california, duncanville, texas cool and carmel, indiana special belated birthday wishes out the carmel, indiana live listener loved to each of you there’s others out there don’t fret if you’re still listening, there’s others out there and more live listener love coming. And of course, we’ve got our podcast pleasantries for everybody listening some other time on some other device unknown to may be many of us, but pleasantries to the ten thousand podcast listeners, and we got more. We got more love coming out, so don’t worry about that affiliate affections. All right, maria, um, anything more that we want to say about ability, that the person’s ability to make a gift, how much we think they can they’re capable of giving now, i think i’ll stay a little bit more about it in the next few minutes after we cover interest, because i want to go over some general levels of ability, so we’ll get into that when we get into the rating, okay, be little mysterious on me. Okay, that’s. All right. Okay, then. Let’s, let’s go to our interest. What is this about? So, really, you know, here we’re trying to understand, you know, if they could really be engaged in the organization, how interested are they? Do they have a specific area of interest, you know, are they connected to you because of a particular passion that they have or maybe there’s something that actually connects them to your program? You know, maybe you serve people with disabilities, and they have ah, family member, a close family member who is, you know, has disabilities and may or may not be using your services currently, you know, so what happens here is that, you know, way understand their interest so that we can fulfill a need that they have to make the world a better place. Um, and then, you know, they’re really going to be only too happy to invest in your mission or your services or your building campaign or, you know, whatever other major campaign you’re doing, perhaps an endowment campaign or a legacy planned gift campaign. So, you know, you’re really looking to fulfill a need that they have understand what they’re interested in and helping them fulfill their mission. So, you know, having a general idea of what they’re interested in is certainly going to come into play in your overall research right now, someone could be, you know, very closely connected under linkage and have very high ability, but maybe maybe they’re not connected. Maybe maybe they’re not well now, if they’re not, if they’re connected, there wouldn’t be uninterested. Let’s see, i guess around my point is someone could be very high in one or two of these, but quite low in another one that’s, right? Like maybe interest, maybe interest is very high ability is very high, but linkage, nobody knows them, they’re not connected to us at all, exactly. And then and then what do we do there? We’ve really got to find a path to that individual because, you know, if they have ah, hi ability than it’s pretty darn likely that you’re not the only person knocking on their door trying to get a gift. And now this can also apply for foundations and corporations to right. This is not just individual ratings or what you know, i want to apply this more. For individual ratings. But, you know, i suppose it could certainly apply for for foundations and corporations as well. So much of what i focus is on is individuals, but i think you could probably apply this very same formula to your foundation, corporations and corporations. I’m thinking, especially local businesses, local corporations. I mean, i guess it could apply for bigger ones too. But, you know, if your if your campaign is around cultivating local local business people, and then i think these things would apply equally. Yeah. Okay. All right. So we got are lei i laid out. Now what the heck we could do with this. Okay, so well, let’s talk about a typical rating system and how you would potentially callie up some points because what we’re trying to do here ultimately is trying to figure out who are our best prospects. Where should we be focusing our time? So this is a very general number that you might suffer in this rating process is going involved. Mathematics? Yes, very simple math, because, look, i’m not a math person either. All right, you’re probably more of a math person than maybe implant giving. You have to. Do division. No, i think i really think it’s just straight up addition. Alright. Additions. Okay. All right. Okay. All right. Especially as long. There’s. No log. Arrhythmic found formulas or no, no, nothing like that. Okay, the total number of points that you can get is fifteen. Okay, your absolute best prospect is going to be raided. A fifteen. And this is how it breaks out. By the way, i got this off of a document that i found on a peace website. So if you just google les i principal it’s probably one of the first three hit that you’ll get on google lay our principal. Okay, but can we also get you? Teo posted as a comment on the on the facebook page. Takeaway here it’ll be up by three thirty or forty no around four o’clock eastern today. Could you do that? Sure. Thank you. Alright, so go ahead. So fifteen so linkage. So you’re going to go from a score of zero through four xero would be if there’s absolutely no record of giving and no contact with that donor that they’re rated xero for linkage. Okay, alright. So there’s? Yeah. There’s what i was talking about before somebody could be very low in something, okay, you’re xero now you said, xero four, can you do one to five? Um, well, for purposes of the download that i got from a p, it went from zero to four, so one would be if they made a pledge, but no gift, or maybe a one time or a memorial gift. Your organization. I’m just making trouble. All right? Xero will still xero before i prefer one to five, but we’ll go with yours. Okay, good. Um, two would be if they relapsed, or just an occasional donor. Your organization three would be if there are frequent donor let’s, say annually, but number four would be if there are frequent or current major gift donor-centric. The best would be five since i since i said at the outset, we have a maximum of fifteen points. We’d have to kind of stick with xero through four rating system for the purposes of this discussion anyway. Oh, so they’re not all going to be zero to four then, okay? Because correct, because that would only be twelve c i can multi actually multiplied, actually. Just multiplied three times for so you know, so give me a break. All right? All right. So go ahead. Now. Ability. We have different now. How many? How many do they break out to ability xero what? Seven. Okay. Let’s. Just seven. Okay. Ah, let’s. Just let’s. Just sample them a little bit let’s, not read all seven categories. Okay, so there will be if they’ve given you from one to twenty four hundred dollars, a four would be somewhere between fifty and nine. Ninety nine thousand dollars on day seven would be five hundred thousand and above all right. But of course you would. You would scale that to your organization if your largest if the largest gift you’ve ever gotten is one hundred fifty thousand dollars, no point in having half a million dollars on your scale. Right. So you scale, you scale your scale appropriately scale the scale. All right. I hope you haven’t from with this, because i am. I don’t know if i can’t tell if you are, but maybe it’s, maybe it’s tze pretty new to me, so i’m enjoying it. Okay, what do we do? S o that’s xero to seven for ability. You’re recommend, right? So we got four and seven. Eleven. So the next one must only go xero toe four. Yes, exactly. Xero for instruction at that time, i did subtraction. All right, go ahead. Interested xero no interest, no knowledge or very minimal knowledge. Okay. In your organization, on at the other end of the scale of four would mean that they’re actively involved in your organization. They volunteer. Or perhaps they’re aboard, or even a past boardmember right? Or maybe think about even a past honoree. So so for many organizations where an annual gala within an honoree is is somebody you know, if you haven’t honoree like that, certainly they would have had some more in depth connection to your organization. Hopefully, yes. Okay. There’s a good ones. Especially. Honoree that’s that’s one people might not have thought of, but all right, it’s it’s cool. All right, so we have totals in each of our three categories. I’m guessing we’re going to add these up, right? So then you would add them up. And as i said, you have a maximum of fifteen. So now you have some decisions to make, right? Like, what is that minimum score that your organization is going to need to have in place before you put that person into a a pipeline for one on one cultivation and solicitation? Right? Because you’re only gonna have, you know, so much staff and or so many board members committed to helping you reach out to do some of these major gift solicitation efforts. You know, you have to figure out how many prospects can we end up with that’s going to be manageable? Because if you give somebody an unmanageable number than people get overwhelmed and what’s gonna happen, they’re probably not going to do an awful lot. No, you know what i look? You know what i love about this is for small and midsize shops. This replaces what could be a very expensive wealth screening process and, you know, the compay cos teo to do that for you, and then they’ll stratify you’re prospects on dh. Then you’ll you’ll proceed from there, but this is for for smaller shops, you know, there’s time involved in doing the research here, but but if you could do that, um, it’s a way of stratify ing your prospects and then you got your you got your what was the top score again? Fifteen. You got your you got your fifteen toe, you know, maybe you’re fifteen to thirteen is your top prospects and then twelve to ten. Obviously, second tier, you know, but you stratify and then you apply resource is appropriately. Does that sound that’s unreasonable? Yeah, absolutely. And, you know, you mentioned well screening. And even if you had or are planning to have a wealth screening done that’s really going to help answer that that a part of ability helpyou, stratify where they could potentially be giving to you. So, you know, maybe you know about linkage to your organization. Maybe you know, about interest and maybe a wealth screening. Is what’s going to help you really flesh out what their ability is? Without, you know, doing major in depth research like i would normally dio i mean, you know, if you’ve got access to a wealth screening product, definitely see what the what the screening rating is going to be, even on that process through the product that you’re using. Okay? All right, so you’re now you were saying that i guess there’s a threshold may be below which you would not apply resource is, you know, maybe it’s i don’t know, i think it would depend organization by organization, but like, maybe it’s five or seven or something below a scorer now that my reaction to tony was maybe a five or seven for a small organization where, you know, you really have very limited manpower, both on staff and volunteer side. Um, yeah, you don’t want to discount anybody have again, you have to apply resource is smartly, exactly every potential, you know, every potential donorsearch can’t be can’t be pursued, but you know what else this does? It helps you see where you might have weaknesses with prospect, who would otherwise be strong. So in our example, you know, if ability and interests are high but linkages low and that puts the person below whatever you’re cut off is let’s say, it’s seven there i did division again, i was taking half the score. I’m like my mathematics game if there’s seven or below, but that’s, because they’re linkage is really low, but ability and interest are are doing well, then, you know, maybe now you’ve identified somebody who you want to try to get close to the organization and maybe that doesn’t take so much to do, you know, you know what i mean? Yeah, exactly. And it could be just, you know, a matter of sitting around and and having a very concentrated development committee meeting where you’re able to then try and figure out. Okay, look, these are our prospects that rated pretty highly for ability and interest if we could only determine what the linkage piece is, you know, so and that’s that would be a really good exercise to engage your board members in the fund-raising process because it’s still part of the process, right? It’s it’s just that there may be not involved in the direct ask because, sure, there are certainly a lot of board members who say i’ll do anything for you in the development process just don’t make me do the ad, so this is a a terrific way to engage them in the fund-raising process, and maybe they would get excited about, you know, getting out, doing some of those ass also interest mean ability, we’ve gotta face it ability is not much organization could do around ability, but interest, like if linkage is high ah, an ability is high, but the person just hasn’t shown a lot of interest. Maybe now maybe they’re not interested so that, you know, i have to consider that possibility. They just may not be interested, but if you’re not convinced that that’s the case, you know, maybe there’s some program or something that you can use as a connection and use your linkage, their relationship to try to get that person more interested in your work because they they rated low in that in that part, right, that that would be a great use of a cultivation event, for example, san, is that pool of people i’m seeing this as a way not to just stratify people, but also identify where weaknesses are with with potential donors and where you might apply. Some resource is to get them rated hyre in your l a i system? Absolutely. All right, we got another minute or so. Is that right, sam got? Yeah, just another minute or so, maria, you wantto leave us with something around l a i well, you know, good research is really what enables matching the prospects with e-giving opportunities, right again, as i said, so you’re fulfilling a need that they have to make the world a better place. So e i think if you just sort of keep that at the forefront of everything that you’re doing using the lazy eye principle, um, and always making sure that everything that you’re doing in terms of your communications, any engagement that you have with people, make it his donor-centric a possible it’s, not about you the organization. Okay, ultimately, yes, it is. But when you’re talking with people it’s, it’s trying to find that point of engagement that’s really going to get them excited and motivated and really want them to make an investment in your cause. Maria simple, the prospect finder dot com and at marie a simple thank you very much. Maria semple. Great. Thanks a lot. Always a pleasure to have you. Thank you. Hope you don’t mind that i had some fun with the l a i i don’t think so. You don’t take that stuff personal. Tony, take two and crowdfunding legal tips coming up first opportunity collaboration it’s a week long unconference in x top of mexico in october, around poverty alleviation, it’s structured but it’s, unstructured it’s structured with lots of unstructured time. So you, khun may connections and get to know the people who can help you with your work. There’s over three hundred people there you meet over meals. Drink. You mean in the ocean i had i had meetings with two women who became guests of the show we met in the ocean. It was nina chanpreet core and lena srivastava. They were on after i met them in the ocean. Well, we met on land, but then we planned our meeting for in the ocean. Um it’s ah, no power points, no keynotes. Every session is in a circle very collaborative. And i think you’re getting a sense of how it’s, not like other conference, is much better. I loved it last year and i’m going again this year in october opportunity collaboration, dot net non-profit radio is going west. We headed to phoenix actually leave tomorrow. Phoenix, l a san francisco, and in portland if you’re in any of those areas or between l a and san francisco, because i’ll be driving, then ah let’s, try to meet up my itinerary and video are at tony martignetti dot com third sector today. That’s ah, site run by amy davina. She has lots of contributors, including marie, a sample i was going to ask maria simple about that i’m going to see if she’s defecting the third certain sector today i doubt it, but she was on. Was it contributed to third sector today? Um, they have tips, strategy’s, good ideas for non-profits they are at third sector today dot com and they are at third sector today on twitter, but the third is the number three, of course that’s thea arabic number three not the roman numeral three don’t do ii rd do at arabic number three rd sector today on twitter use the arabic number that’s tony’s take two for friday, twenty second of may twenty first show of this year and now i’m very glad. That gene takagi is with me he’s, the managing editor of neo the non-profit and exempt organizations law group in san francisco, he edits the popular non-profit lob log, dot com and on g tack on twitter. He is gi tak, which is much easier than third sector because there’s no arabic numbers to explain whether used the arabic or the roman. Aggie tak, welcome back durney great to be back. Thank you, and i’m looking forward to seeing you on my west coast trip in ten days or so. Absolutely, yeah, we’re going to sit down that’ll be a pleasure. Um, you’re concerned about our brand in our name and there’s, a legal issues you want people to be aware of around the very popular crowd funding sites, right? And i’m actually picking up off your conversation with aimee semple ward of and ten last week last night. Yes, you are. Ah, and you know amy and you discuss sort of the differences between an individual raising funds for a charitable purpose, like for the victims of of the earthquakes in nepal and a charity actually raising funds, and amy was pointing out how individuals through go fund me had actually raised almost double. What a big charity half for that. And so i just wanted to work off that a little bit about about saying, well, when people give a contribution to an individual, even if it’s for charitable purposes, there is no charitable deduction for that gift. Where if they make the donation to a charity, that’s using a crowd funding site named this’s done properly, they can get a deduction for the gift of doom, or little little intricacies involved. But that’s a huge difference. Okay, wait now, if we give to an individual’s crowd funding campaign. But as amy and i were talking about there’s, there’s, there’s pretty simple ways of getting the money directly to the charity so that the individual doesn’t doesn’t have to pass it on and and then so if we so if the person has that set up, and then we get an acknowledgement from the charity, can’t we get a can we get a charitable income tax deduction that way? Yeah, that would be where an individual is authorised by the charity to represent the charity and set up the crowd funding site. But much of crowdfunding is done by individuals who are just doing it for charitable purposes, and amy mentioned example of somebody saying, well, you know, i have friends who are on the site in the paul, and if we get them the money, they can help victims immediately, directly themselves, and it doesn’t have to go through any bureaucracy, all right? Okay, well, that’s not using a charity and they’re not going to get a receipt from a charity for that type of donation. There was a fire in san francisco. I believe it was last month and a ninja vigil wanted to raise funds. Really? Charitably inclined, well intended on. And what he did was he raised one hundred fifty thousand, which he had no idea he was going to raise that much. I think he was planning to raise a few thousand to help some of the victims of that fire. He raised one hundred fifty thousand dollars. And, of course, if you give it to an individual, that the individual has no power to say that you gave it to a five, twenty three organization, and therefore you get no deduction. Okay, okay, i see. I see the distinction. Yes, all right. We also need to be aware of who is raising money under our name. Yeah, absolutely. So if charities are involved in an individual says to you, well, i’d like to raise money for your project, and i want to use a crowd funding site. The game has got that problem about, well, whether the charity is actually the named recipient on the crowdfunding site for the donations or where the individual is, and the individual’s own account is collecting the money, and then the individual man transferred that money to the charity again, you have the problem of the donor getting no receipt from the charity because the donation the check wasn’t actually to the charity was, too the crowdfunding site sort of processor that’s going to the individual and not to the charity it all unless that set up separately so that that the charity is the recipient and the individuals is basically just the agent, whether an employee or a volunteer that set it up for the charity that the donor has got to really beware of that, and of course, donors have to be where if they ever give two individuals because maybe doesn’t go to the victims of the earthquake in nepal are the victims of the fire in san francisco. Maybe itjust goes into somebody’s pocket, and you don’t really know how, because that may never get reported that’s true and and on the charity side, it seems like it would be its worth is investigating to see whether your name is being used by people that you haven’t authorized. Yeah, but how can we do that? That’s a great point, i think the easiest way to do it is just to google the charity’s name once a while, and you might even google it with the term crowdfunding just to check to see if anybody is started. A crowdfunding campaign with the name of your charity, but you’re actually not seeing any of those funds, and sometimes when they have checks, go out to the acronym of your charity. It’s very easy to set up before profit business with the same acronym and have all the funds go into that account. So fraud is a possibility, like when when you’re giving crowdfunding sites. So you want a cz a donor again? You want to be really careful about making sure that any donation that you make through a crowd funding site is actually going to the chair. I never thought of that setting up. See, i’m not a savvy thinker like these criminals are, and frankly, i never thought of incorporating a business that has the same initials as ah, as a charity as a big time charity and then and then collecting checks. Yeah, it’s actually a good tip for internal controls of the own organization because any volunteer or employee that handles cheques could also do the same thing with acronyms. So be very careful about that in your internal control you mentioned doing searches, but, you know, even severe way is and i i think every organization should do this is have alerts set for your name, whether it’s google alerts now, some time ago, maria and i talked about how google alerts were not really being not very sophisticated, and we weren’t even sure they were still supported. But there are other alert it’s companies that are free, they’ll give you a free like mention dot net is one that i use for my name and also for the hashtag non-profit radio and they give you a couple for free. Then. After that, you have to pay. But i think it’s, very smart. And then i have other alerts for my company and the show name and everything. I think it’s very smart to have alerts set for your organization name so that you you find out when it pops up real, you know, real time or near real time buy-in blog’s or on sites or, you know, wherever i think that’s fantastic advice in the press. Yeah, probably somebody might write about you in the press. Yeah, so all right, but from a risk management perspective, too. All right, gene pool. Uh, and, you know, beyond even the deductibility donation issue, if somebody’s using your name out there and harming it in any way your, you know, the loss of the value of your brand and the trust of the community is far more can be far more important than any loss of deduction by don’t. Yes, for sure, we’ve talked about that reputation. Um, what if we’re thinking about a cz, an organization engaging on a crowd funding site? We’re thinking about having a campaign, maybe it’s around an event, maybe it’s around a program or a building whatever it is. What? What? What tips? You have fur going about this dahna great question. And there there are so many crowdfunding sites out there. There are few that people are are well aware of who you are. Many people are well aware of, like kickstarter and indeed go go, go fund me or just a few of those, but there are literally thousands of crowd funding sites out there now, and you want to make sure that you’re connected. If you do connect with a crowd funding site that you’re connected with a very good one with very strong reputation with the clear understanding of what the terms are of the agreement and what type of seas they may be collecting, they also may be regulated if they’re providing fund-raising solicitation service gettinto, you’re getting into the whole morass now with the charity registrations, charity solicitation, registration morass yeah, which you’re an expert at, you know, if you know if there’s soliciting for you, if they’re controlling or receiving any money on behalf of your charity, and not just threw a payment processor like paypal, but they’re actually controlling it in one of their account or even if they’re advising you as to what to put in the content of your fund-raising solicitations, then they may be regulated as a commercial or professional fundraiser, or is fund-raising council basically anybody that’s soliciting or providing advice to the charity on solicitations and that’s, a regulated, regulated area that they’re gonna have to think about registering not only in the state in which they might be located, but in any state in which they’re engaging in felicitations without spending that could be all states so that’s something to be very careful now that okay, let’s, let’s, be careful now. That would be a burden if they were considered. And of course, the laws vary state by state. This is why it’s such a huge morass. I was going to use an expletive, but we’re on too many terrestrial affiliates. I can’t do that but it’s a morass. Okay, so because the different state laws but if a crowd funding site operator was considered a commercial now i lost it a fund-raising fund-raising counsel or you are a professional solicitor. Then you’re saying that that site would have to register, right? Yeah. That’s like would have to register. And the charity actually has some responsibility as well to make sure that they’re not engaging in a contract with a commercial fund-raising professional fundraiser fund-raising solicitor fund-raising counsel that is not registered, right? Well, then there’s disclose yes, the organization has the obligation in a lot of states to disclose those relationships and also teo disclose the start of any solicitation campaign using one of those individuals or companies, right? Right, whether it’s, crowdfunding or not, but let’s try to stick with crowdfunding, alright, i don’t wanna lose anybody here, okay, that for that morass, i think that’s as deep as we can go, but you have a but let’s give you a shout out. You have an article on this not that we’re wrapping up or anything, but on this solicitation and solicitation registration issue and on the issue that that the crowdfunding site operators could be considered fund-raising council, et cetera. Right? You have some blood post on that right at non-profit law block dot com? Yeah, definitely. If you just do a search on the block sight on crowdfunding, you’ll see a number of articles. Okay, some of them discussed that issue. Okay. Excellent. Right. But let’s weigh. Just have a minute and a half, by the way, before our break. Let’s, let’s, look at some other tips. I mean, if you’re if you’re going out to a crowd funding, you’re evaluating crowd funding sites. What what other things should you be looking about? Well, i think you want to look at how the system works, though some crowd funding sites are actually set up, his donor advised funds and that’s where their charities themselves and if they are charity themselves, what they’re going to do is they’re going to take the donation, which is going to be made in their name, and they’re going to take the advice of the donor to re grant it to your charity, but they actually don’t have the legal obligation to re granted to your charity. In that case, the only time when that’s really at risk if your charity happens to be in trouble, basically with the irs and spider onesie, tree status is in dispute or the attorney general is thing you’re doing something unlawful, then the crowdfunding site that’s a donor buy-in fund may decide that it’s not going to re granted to your charity and still re granted toe another organization with the same charitable purpose. So that’s. One thing to think about is what type of entity, whether the charitable entity or for-profit, ended the year crowdfunding site. Alright, let’s, we’ve got to go out for our break. We got some more tips that gene will share and got you some more live listener love, so stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked. And naomi levine from new york universities heimans center on philantech tony tweets to, he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests are there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. I’m peter shankman, author of zombie loyalists, and you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Time to send affiliate affections to all our affiliates around the country, especially jet out for k y our s. But all the affiliates love the am fm stations that are part of the non-profit radio. I don’t know, empire is that? Is that overstating it is ah, network. Maybe network is more appropriate. Empire maybe empire in june. By then it’ll be an empire. Let’s uh, let’s do more live listen love new bern, north carolina and tuscaloosa, alabama live listener love out to you and let’s go abroad. We have ah couple in japan, okazaki. And also super imahara, japan. Konnichiwa, brahma, sweden is with us. Welcome brahma, sweden. I don’t i don’t know how to say in your language, what’s the closest i can get our union. Yes, germany. Guten dog. But i know you don’t speak german in sweden and cerini i i know that but that’s that’s about the closest i can come. But i do know that seoul, south korea, multiple, as always on io haserot italy is with us, but i can’t see the city. Italy. I don’t know what you’re always masked. I don’t know you, roma. Vanessa. Uh, not really, gioia. Tauro, one of the chinchilla terra cities manure ola real majority i’ve been to all of them i wish i knew where you were, but live listen love to italy and also moving up north to ontario, canada sudbury live listen, love there also sorry jean had too little world tour. I hope you don’t mind that i love hearing where all the listeners in-kind that’s cool, is it? Yes around world. Unbelievable. Brahma, sweden i love that. Um, okay, more tips for evaluating on dh comparing potential crowd funding sites that we might use? Sure, i mean, one of the things that you have to look at is whether the crowdfunding site has rules about making a charitable contributions through their sight or not. So kickstarter doesn’t allow for general unsupportive solicitation and sorry, i’m restricted solicitations you have to solicit for a particular project starter, okay, so if you solicit for particular project now, you’re raising just restricted funds and not unrestricted funds. So you’ve got to make sure that you’re counting systems and that your your infrastructure is is ready to support that. You also have to figure out whether you’re issuing the proper type of receipt. To donors. So in kickstarter, again, if you’re raising for a particular project and tip what is very typical for kick starters, you raise funds and you give something to the donor or the or the contributor to the campaign in return for that a right, too, the first production of a book or were some some benefit there? So now you’ve got a quid pro quo contribution potentially if it’s not just the low cost of minimus item and you’ve got an issue, a proper receipt to that donor that says, well, here’s, your gift of one hundred dollars, but you received something of value of twenty five dollars, in return. Therefore, duck double portion of that payment is seventy five dollars. Something like that has got to be given to the donor, and if the crowdfunding site isn’t able to facilitate the charity to be ableto offer those proper quid pro quo disclosure statements, then you’ve got a problem. You just gotta make sure that your crowd funding sites are where the charity laws well, okay, there’s also a potential fees the side to make money sometimes off the off the money that’s raised so there’s feet potential and then also donors in formacion some of the sights will not share the donor information with you, ray, which is, which is a problem in fees. Yes, you do want to compare fees to make sure that they’re not exorbitant in relation to the type of campaign that you want to conduct. And it also may indicate whether the crowdfunding site operators operating with in-kind of the ethical parameters that charity’s think that they operate. And so for example, if a crowd funding site and i don’t believe any of the major ones do this. But if a crowd funding site is saying, we want to take a portion a percentage of your donations that let’s say exceeds ten percent or twenty percent, that that may really be a problem, and you may actually run into other regulated areas if you start to take a exorbitant fees where you’re actually sharing donations with a for-profit entity oh my yeah, i could see trouble there. Ok, ok, go ahead. Sorry, but typical a credit card processing fees three and a half percent on goff often there’s kind of ah, crowdfunding site c to provide that platform for you and then the credit card processing the to taking those donations. So, you know, anywhere, uh, you know, three to four to five percent for each of those things are a total of up to ten percent. It’s probably pretty common amongst the big crowd funding site operators. Okay, okay, privacy issues, right? There’s the issue we just mentioned are they sharing the donor information with you but privacy information? What are they doing with the data? People’s people’s data? Yeah, absolutely. And that’s another issue about whether they’re regulated, professional or not. So without diving into that too deep, if they’re really just providing the platform for you, they have to disclose your donors. And if they’re not willing to disclose your donors, you have a problem because that that information you’re entitled to and in many cases, you may have to report that if it’s a large contribution to the i r s as well so that’s that’s just ah, something that you need. I think when a charity uses a crowd funding site in terms of protecting the privacy of the donors, you do absolutely want to take a look at the crowd funding site operators privacy policy tto find out whether the donors that are contributing there are are going to be now subject to a bunch of others similar campaigns and have their emails splendid with solicitation or whether they’re going to give up other, you know, information that might create both legal or just a donor relation problems for your charity. We just have about a minute and a half left one minute actually left. Just today in the chronicle of philanthropy, i saw the minnesota attorney general suing a company called savers, and they’re they’re a brick and mortar store, and they give part of their part of the revenue or from items they sell goes to charity. But the charity’s aren’t being sued, but they’re being named and he was, like disabled american veterans, absolute epilepsy foundation, lupus foundation. So, you know, this is all related to your point that reputation could be out there even if you’re not doing something wrong. Yeah, and why you talked about monitoring how your organization is being used? Because sometimes and they don’t know about this particular case, but sometimes a commercial code venture, which is a little bit of a jargon the term but any for-profit that uses the charity’s name to say, well, if you buy from us will give a portion of the proceeds to this charity may be done without your knowing it as a charity, not knowing that they’re using your name and they should obviously be be letting you know that that’s happening. But you you do have a responsibility as a charity to make sure that, you know, when somebody’s conducting a campaign like that, we have two reportedly on your behalf. Jane, we have to leave it there. I thank you very much. I look forward to seeing you in ten days or so. Jean takagi at g tack on twitter and the non-profit lob log dot com thank you very much, gene. Thanks, tony. See, you bet next week to ntcdinosaur views emerging tech trends and now get buy-in if you missed any part of today’s show, find it on tony martignetti dot com where else would you go? Opportunity collaboration with world convenes for poverty alleviation. It’s outstanding and it’ll ruin you for every other conference opportunity collaboration dot net. Our creative producer is claire meyerhoff sound. Liebowitz is on the board as the line producer shows. Social media is by susan chavez, susan chavez, dot com and our music is by scott stein. I love when he affirms what i just said. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything people don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine am or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you gotta make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones me dar is the founder of idealised took two or three years for foundation staff to sort of dane toe add an email address their card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge. Somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for January 23, 2015: Five Words To Better Fundraising & Giving Circles

Big Nonprofit Ideas for the Other 95%

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Jen ShangFive Words To Better Fundraising

Jen Shang

Jen Shang is a professor at the Center on Philanthropy at Indiana University. She’s a philanthropic psychologist. Her research found five words that can raise your telemarketing revenue.

 

 

 

Maria SempleGiving Circles

Maria Semple

How do you find giving circles in your community and connect with them? Maria Semple is our prospect research contributor and The Prospect Finder.

 

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d suffer with glamour. You alone? Afraid this? If i was forced to filter the concept that you missed today’s show five words to better fund-raising gen shang is a professor at the centre on philanthropy at indiana university. She’s, a philanthropic psychologist. Her research found five words that can raise your telemarketing revenue that originally aired on may eighteenth twenty twelve and giving circles how do you find e-giving circles in your community and connect with them? Maria simple is our prospect research contributor and the prospect finder on tony’s. Take two. I’m a thought leader. We’re sponsored by generosity. Siri’s hosting multi charity five k runs and walks. Here is my interview with professor gen shang from may twenty twelve. Wish with me now is dr gen shang. Hello, jan. How are you? Good. How are you? I’m very well. Jen is an assistant professor at the centre on philanthropy at indiana university. She is a philanthropic psychologist. She’s been published in many journals, including experimental economics, economic journal journal. Of marketing, research and marketing science. Her work has also been covered in the new york times and the chronicle of philanthropy, and she is the author of the book fund-raising principles and practice, which is available at amazon dot com. And i’m very pleased that her research in her work brings to the show welcome, jim. Thank you. We’re talking about five words to better fund-raising what was the research that we’re talking about it? So when we study how prime ing people’s idea of more identity come potentially influence, how they give andi when we say more identity, really, what we mend is how carrying kind, compassionate, helpful and friendly people think they are okay, there that’s interesting their moral identity. Yeah. Okay. That’s the that’s. The research will let, uh, what was specifically how did you conduct the research? So this is when during public radio stations on air front drive. I’m sure your listeners are quite familiar with this form of fund-raising this was bloomington bloomington public radio in indiana, right? Yeah, yeah, that steering our bling on radio on their front drive in ah, november, where they’re deejays kind of inter. Interrupt the programming and say things like, you know, here is that i remember and if you could give us this amount and here’s the thing you give, some people call in, and then half of the people who call in they are asked, you know, how are you, anouar renew a member of the station, and then there are thanked for either becoming or being a member of the station and the other half of the donors when they call in there asked exactly the same question, but when there are thanked there think for being kind and carrying member of the station were becoming a helpful and friendly member of the station. Okay, so what we found is that when people are think with those moral adjectives, then they increase their giving, but this is only significant with female, but not mayo donorsearch okay, let’s, let’s, be very clear. What are the five words that you used in your research is caring, compassionate, in-kind friendly and helpful. Okay, that actually reminds me of the used to be a boy scout. I still have an eagle scout kayman eagle scout that just reminds me of if i didn’t mention i’m an eagle scout. Thiss reminds me of the scout law you didn’t know the boy scout law, probably unless you have boys trustworthy, loyal, helpful, friendly, courteous, kind, obedient, cheerful, thrifty, brave, clean and reverent. So you’ve got you’ve got two or three of those in there. Yeah, that did. You did you derive your your moral adjectives from the boy scout oath? I scott law no law, not the oath. That’s, this is the law. Pardon me. This? Sure. Some off of the participants that participated in the orange inal study where these adjectives war generated they were members of the boy scout. Ok, well, there’s a it could be some overlap, but we don’t know if that’s cause and effect that’s just that could just be coincidental. There were hundreds of people who were asked to list all possible adjectives they can possibly use to describe any moral person. And then we could. And the researchers off that really orange? No study collected the most often used adjectives by most people. Okay, i see. Those are the adjective that’s. How you came up with your caring, compassionate, friendly kind and helpful. Okay, let’s. See, the the research is on ly but only impacts females. Not so. Men are not influenced by the moral adjectives, not the set that we not these five. Hopefully, they’re influenced by the scout law, if their boy scouts, because otherwise, it’s, don’t be a scout if you’re not going. Teo, reverent and helpful and courteous and kind and cheerful, cheerful so. But women are the majority of donors, isn’t that right? Yes. Two thirds ofthe most non-profit donors are female donors. Okay, so so using your research, we can impact two thirds of the giving population. Yeah. Okay, so these people were thanked using one of the moral adjectives, but they hadn’t, but they hadn’t made their gift yet. So what were they thanked for? They were thanks for calling. Uh, as soon as they were called in. As soon as they call in there. Asked whether they want to be a new member of the station or their existing member station. And there are thanked for either becoming a new member or being a member. Okay, so you thank for either being becoming or being a member or you. Thanks for being our becoming a caring, compassionate, etcetera member. O okay, yeah. So do we know whether this applies to written solicitations? Well, we’re we’re currently testing different forms of recon communication. And what we do there is, you know, you mean one of the key things if people were to apply. This technique is not the fact that, you know, they need to write down this five wars, but they need to engage people in thinking about these words, and i think one of the main reasons why our research turned out in the way that it did is because people were asked to answer a question first and that they’re thinking in response to what they think they are already. So when we apply these techniques in return context, what we had to ask people to do is not just to have kind carrying floating everywhere in the letter, but instead only on the renewal forms we want people to say i and then people find their name like gen shang, i wanted to give this much right. And then when i signed my gen shang am fining on those words you’re signing on those words what you mean, like they’re the words are below the below the line where you put your name, the words are actually in the in the box, in the background of that box where i started durney oh, so there’s sort of shaded in the background exact, like a like a watermark. That’s, right? Okay, but this is research you’re just testing this. You don’t have results from from this written written. Test yet? Well, actually, we we dio look at me. I’m way behind. Okay, but the result is that you know, people see exactly the same thing. And half of the people are asked to print their name almost worse. And the other half are asked to sign their name on those words. And we found a marginally statistically significant results. Where if people signed their name, they give more than if they printed their name on those words. Very interesting. But did you also did you also test that against there? Not being any words. Yes, it’s hyre than not having anyone. Okay, definite. Alright, just making that clear. Okay? Yeah. Okay. Yeah, but what’s important there is that when people sign their names, they’re more active in thinking about their identity, who they are. But when they simply print, they don’t think about being both kind and caring compassion. People ask much as if they signed the stamp, their own it and the answer. Those were very interesting. That is very interesting. So, so what’s really driving the effect we think at this point it’s. Not necessarily that non-profit professionals know about those words, but they have to. Think of ways to tap into people’s sense of who they are. And the link those central sons of who they are into those morally, you know, promoted kind of product. What kind of increase in fund-raising did you see in your research? Well, in the first study, it was a ten percent increase in, uh, female donors, um and that’s average give, say about huh? Eighty seven dollars, in the control group where people are simply think and is about one hundred when people think us moral towards okay. And in this direct meaning that we just had it tested it’s about, like, a five percent increase, they’re the average e-giving is much smaller because his christmas appeal so the average amount is, like thirteen pounds and, um, you know, eighteen dollars. But then the effect is about fifty piela it’s about twenty dollars. Okay. And also with women in the only only only an increase for women in the in the writing, or that does that apply to men also in the written form that that that that’s okay, so men are not immoral? No, no. At least not in a written sounds. Yeah, by no means that i think i’m just extrapolated i’m just taking a natural sametz seems like a natural conclusion for your research is that men in conversation are immoral. Well, not that that wouldn’t be how i know i know what i hope not know you’re using more different it’s a very different sense of saying something versus we were just not successful in bringing their own sense of morality to the front, so diplomats make a decision such a diplomatic, academic that’s beautiful, but really mentally moral no, of course, that’s an irrational conclusion, i really i think it is our failure on our part, so what we actually would like to test in the future is to tap into moral values that male might be more likely to engage in, like, responsible loyals strong take leadership pride, yeah, i think you’re i think you’re wasting your time with those just bein sports and cars i think is and booze, i think that’s where you really should be starting, you know, have a little budweiser icon that people sign and watermark that people sign over that will that’s going to get that anheuser busch logo. You know those of this? Where you want to be a corvette? You know, sign your name over this watermark of a corvette that will, i think that’s, where you’re going to see market market change in mark changing giving, we need to take a break right now. Gen shang, assistant professor at the centre on philanthropy at indiana university, is going to stay with me. We’re going to keep talking about five words to better fund-raising stay with us, you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation really all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website philanthropy dot com fund-raising fundamentals the better way professor gen shang is with me. Jenn, you are a philanthropic psychologist. What is that here? Well, it’s, i’m interested in studying why people do philanthropy and what, uh, the doing of philosophy might do to their own life. Nasco what it might do to their own, like how it makes them feel how it makes them feel. How does that help them discover who they are defined their meaning in life and it’s, not a field i’m acquainted with. So how many philanthropic psychologists are there? Well, i only know one of me, but i’m sure they’re so yeah, you had some of these. Have you had some campaign to systematically eliminate all the other philanthropic psychologists? Well, actually, i haven’t done so because i would rather their mohr. Okay, you not the violent academic that’s a maybe you were the the that one percent violence academic, but that’s, not you. No, i was just, um, you know, i was the first graduated philanthropic phd from the canal philanthropy. In that sense, it’s, because the field didn’t exist aren’t annoying. Okay, out of the five people that we graduated already from that program, i was the only one who had a psychology background. Okay, there’s running through your research and you’ve mentioned it just obliquely a few times i want to spend a little time on it is feeling better, feeling better about giving and and reinforcing one’s beliefs about themselves. So say, say so let’s. Talk about that. Yeah. So, for example, in this some more identity e-giving research what we did after we did the experiment on the air it’s we send donorsearch survey and we asked them on the scale one tonight. How? Carrying. Actually, you think you are and then people silk road number like seven. And then we ask them on a scale of one tonight, how ideally would you like to become caring? And then people probably circle my i really, really want to become really, really caring. And then what we did is we calculate the difference between the two each we call more identities discrepancy. And then we link this number to the same person’s contribution history to the same radio station. And what we found is that the more females give the smaller. This gap is between their actual and their ideal morally identity. But this relationship does not exist. For males. So what this means is that the act of giving itself actually can potentially help female donors to rich. They’re more ideals and that’s. Great. Yes. To teo, get closer to what they believe of themselves already. Right? Exactly. Okay, yeah. Um, again, men out. Liars. You know, they don’t care how they feel. They don’t. They don’t have feelings. I don’t know what they’re thinking. They don’t know what they’re not giving that it’s. Unbelievable. What? What a disappointing gender. Well, what they’re thinking, what they’re giving couldn’t really be measured with the set for measurements we have. So i think the next step in my research is trying to find ways where we can find what men are thinking. Right? Well, there’s the cars and sports and booze that you know it’s. Okay, um, let’s. See? So this is academic research that can be immediately applied. And tha the telemarketing part, right? I mean, so is there any reason to think that if if the organization is calling out that there would be any different result? Uh, no, actually, we way are currently conducting any marketing. I don’t have the results yet. Okay, but because we don’t think there’s any reason why it wouldn’t work so you could be calling out and thanking someone for and thank someone for having been a a friendly or kind or helpful donorsearch the past and would you consider giving this year? Is that does that? Does that sound right to you? Yeah. Yeah, but what they need to do is they make sure that thing is somehow linked two people sense of their donation or they’re being a donor and that, i think, needs to be set right before they asked people to give again. Oh, right before okay. All right. Before you right at the beginning of the park. Or, you know, without knowing anything about the donor without asking them to at least answer one question to engage. Ok. Ok. So a little engagement, but then right before the ass. This this thanking right? Using one of the five moral adjectives two out of using to okayo. Excellent. All right, so you have to use two of the five? Yeah. We never has to. Just one because we’d be bilich virality is a complicated constructs he need, you know, multiple kind of ways to get to it. Excellent. Okay, so it’s friendly and kind or whatever. Yeah, any two out of five, you know, to avoid driving, fund-raising okay, and i’m going to say them again. Okay, i understand i’m going to say them again one more time. Caring, compassionate, friendly, kind, helpful. Do not do not go to the scout law, because it will lead you astray. They’ll beam, or that aren’t on the list that then then r this is sort of suggesting that, you know, we should be not so reliant on anecdotes and tales of what good fund-raising is. But try to rely on hard research as much as possible. Yes, definitely. Absolutely. Teo, any coat? Don’t make a piece of research. Okay. Okay. Where can people learn more about your research? Well, they can first search jin xiang on the web, and the first link comes up. Should be my website. All my published papers are on there. Okay, let me let me just tell people you’re last name is spelled s h a n g, right, gen shang. Okay, god, please. And then we my collaborator adrian. Sergeant who is the only chair anywhere on fund-raising we collaborative, lee maintain a public information website and it’s called www dot study fund-raising dot info. Okay, study fund-raising dot info. Exactly. So if if people just go there, we provide updated information about what research is is relevant in what domain. And, you know, we update that pure ops degree, and there we try to change all the academic language to a way that it’s more easily accessible. Gen shang is an assistant professor at the centre on philanthropy at indiana university jen, thank you so much for being a guest. Definitely. Thank you, it’s. Been a real pleasure. Thank you, thank you live. Listen to love. I am a p recorded today, so i can’t send actual live listen lover doing pre recorded live. Listen, love, live listeners. You know who you are, you’re the one’s, listening live, and i’m very, very grateful. Thank you very much for all the listeners and all the country’s checking in today podcast pleasantries to everybody listening every other time on whatever device you are, pleasantries to the ten thousand of you. Have tony’s take two and maria simple are next first generosity siri’s, the host, multi charity five k runs and walks. They have a charity support team, which is a team of people actual people that you talk to. This is not a bad team, but they help you in real time with your fund-raising you call them up and you talk to them on the phone and of course generosity siri’s has ah, online tools, a dashboard and all the management tools that you need online. But there’s this charity support team people you talk to to help you engage all the runners and walkers that you’re going to have helped to motivate them to that they’re asking all their networks, teo sponsor them, which all improves your fund-raising the charity support team generosity siri’s has events coming up in northern new jersey and miami. Talk to dave lynn, pick up the phone, talk he’s the c e o tell him from your your from non-profit radio. You’ll find him at seven one eight five o six. Nine, triple seven and of course, if you prefer, they are on the web. Naturally, everybody is generosity. Siri’s dot com i was dubbed a thought leader last week. Bye causevox the article is six dot leaders you need to follow, and the others are damp. A lotta sashadichter who’s been a guest on non-profit radio ken berger has also been a guest. Susan mcpherson and our own amy sample word, social media contributor here and ceo of inten so two thirds of us have been on and ah, a couple of us regularly are non-profit radio two thirds we got the article is six thought leaders you need to follow and it’s on the blogger at causevox cia, usc vox dot com very grateful to them, and i appreciate their support of non-profit radio they didn’t even know it and they were supporting non-profit radio where ubiquitous that’s tony’s take two for friday, twenty third of january show number three of the year. Maria semple is with me you know her she’s, the prospect finder, a trainer and speaker on prospect research. Our website is the prospect finder dot com and her book is panning for gold. Find your best donorsearch prospects now she’s our doi end of dirt cheap and free ideas you can follow her on twitter at maria simple fremery a simple how are you? I’m doing very well. How are you today? Very well to its happy new year for you and me. Because we haven’t talked in the new year. Yes, yes, i’ll tell you, i’m having a little trouble hearing you. Okay, well, trouble hearing me, uh, is it gonna work or you want to call back, or can you hear? Ok, well enough. I can hear you well enough. Okay, well enough will have to suffice. Sorry about that. You’re not on any unusual phone device, are you? Had said or anything? I am on the usual usual. Okay. Okay. I’m on the usual two. I’m here. Okay. All right. Uh, let’s. See about these, uh, e-giving circles. Well, let’s, let’s. Make sure everybody knows. I think i think these air pretty commonly understood, but let’s, make sure just in case what what’s e-giving circle. You know, tony basically e-giving circles really just a philanthropic vehicle where individual donors can pool their money and perhaps other resource is and really decide together where to give that pool of money away, too. So it’s a way for people to, um, to amplify their giving and really feel like even though they don’t consider themselves perhaps to be a major gift donor-centric sables them to feel like they can have a much stronger impact with their dollars in the community, and we could be talking about hundreds of thousands of dollars in grants. This is not like people chipping in five or ten bucks, but some of the giving circle gifts that i saw are really well into six figures. Oh, yes, absolutely. You know, they really do vary in size, but i would say kind of for the most part, they seem to have a minimum what i want to call entry level to be in that circle and the e-giving circles all themselves can decide what that e-giving level will be. But it is definitely, you know, an amount that’s much higher than a five or ten dollars gift level that’s for sure. Yeah, way looking into this and thinking about it makes me think of knitting circles. But it’s ah it’s different than knitting circles where well, they may be knitting things of great value, but just kind of seemed to me like, you know, the entry level would be like we said five or ten dollars. But and then some of the some of the e-giving circles, the people are quite wealthy, and they themselves are donating six figures to the circle. And then the circle is making million dollars grants. Yes, it really is fascinating. I mean, when even, you know, with the research that i did to prepare for this article, um, you know, i was looking at various places like new york times is even written on this back in november of twenty thirteen and so there’s a lot of people just google e-giving circles so they’ll find ah lot of articles have been written not only through the new york times, but the chronicle has had quite a number of articles where they focused but on this idea of e-giving circles. And so i just thought it would make an interesting discussion for ah topic for your show, because, of course, non-profits you know, they need to be aware that the circles exist and how do you come to the attention of the circles? Okay, we’re going. We’re going to come to that. And i know you’re in e-giving circle and we, um, actually i know. So we have a little extra time more than usual today, so we’re going we’ll have a chance to talk about your own experience in your giving circle. I see it looks like these air, mostly for women, not exclusively, but mostly women’s circles. They are very popular amongst women and, you know, of course, because of my own association to a group of women in a giving circle, you know, i really thought that that was just, you know, the predominance of it. But then i came across an article in the chronicle that was only done within the last year, back in july of twenty fourteen, and the article talked about how they’re also very popular amongst minorities and younger donors, so that was intriguing, you know, that goes my knitting circle analogy, right? And, you know, non-profits are forever trying to figure out how do we engage that next level of generation of donors? And how do we engage a younger pool of donors might really be a great way to do that. So you’re s o there are circles of women who are younger and guys who are younger, too. Yeah, okay, we’ll get we’ll get to that. To, um and also these circles are not onl e-giving cash there’s other levels of participation. Yeah, i mean, you know, you can decide how how in depth you want to participate in the circle. Some people would really prefer just to write their check annually and really have very little interaction with the circle. Other people want to be much more engaged in deciding how the funds will be dispersed and again e-giving circles have various ways that they decide how that’s going to happen from perhaps an annual gathering where there’s a vote taken on a very select pool of non-profits that have been filtered out bye, perhaps more of an executive committee of that e-giving circle. Or they might be coming together and meeting quarterly to try and decide on looking to fix certain things that are going wrong in their community and trying to identify well what are their non-profits that are actually addressing these issues and what seek them out and actually contribute to those organizations, and then also in terms of support to the organization, going beyond money, the mentor ship is a possibility volunteering at an organization that the circle is supporting, yes. Absolutely so. So think about, you know, the level of engagement. And perhaps the gift amounts to those circles might increase the more engaged you have that person as a volunteer within the giving circle and perhaps volunteering then for the organizations to whom wth e-giving circle contribute. So there’s, i was reading something about managerial support. Basically the the executive director of ah small non-profit that initially got a grant of fifteen thousand dollars. Then she was going on to a a larger grantcraft petition which got it, which she won for over two hundred thousand dollars and the giving circle that had initially supported her. I was giving her marketing and presentation advice for the for the pitch to the larger foundation. Yes, yes, i saw that same article. I mean, it really is fascinating how the whole thing khun really continue to have this this ripple effect. And you know, when you think about circles and then you think about the ripple effect right of ah, concentric circle. If you if you throw a a pebble into a pond, you can really see how it can have so many different ways of impacting the community and the e-giving circle itself. Yeah. It’s, it’s really interesting people are getting more involved through giving circles than just giving money and and often it’s smaller. Very often, it seems like smaller organizations that can use that extra level of help beyond just cash. Yes, absolutely. All right. Um, well, that’s that’s diving a little bit, too. What a non-profit could be doing tio discover local giving circles well, you know, certainly networking within their own communities. I think we’ve talked about this before on the show in terms of china identify major gift prospects. It’s it’s kind of that same process if you’re not out there and attending perhaps local chamber events and other events, maybe even meet up, look for meet ups where you’re going tohave on meetup dot com where you’re going tohave ah ah gathering of people like minded people around, maybe high tech ventures or real estate investors, things like that, you know, you you might come across somebody who is then, you know, talking about ah particular e-giving circle in the community. So i think you just have to get yourself out in the community and literally in front of and shaking hands with some. Of the people who are probably in these e-giving circles and without getting out there and learning about them, um, it’s going to be more difficult to find them? Of course, you know, we’ll talk during this interview about some ways to find them online as well, but there is just there’s nothing to substitute that getting out there and shaking hands and meeting people to find out who the movers and shakers are don’t think this is an interview. That’s so formal is it’s a conversation? We’re friend okay? Yeah, as our diane of dirt cheap and free, you’re a very big advocate of the local chambers of commerce groups and meetings, right? Yes, absolutely. You know, it’s it’s that that shoestring budget mentality, i suppose, um and, you know, trying to figure out how do you make the most of your time and the resources that you have available to you? Yeah. Okay, on da. All right, so you need to be out in the community. You couldn’t even be asking your existing donor and volunteer base. I mean, start with start with the people. You know, a swell is going to the broader community. But start with people who, you know, are close to the organization already asked them if they know of e-giving circles in the community, whether they remember or not. Yeah, i think this would make a great discussion as part of a board meeting. Or perhaps, why don’t you take a look at some of the websites that we’re going to be discussing today and maybe bookmarking some of them and sending them along to your board and keep volunteers and asking them if they’re aware of any e-giving circle? So not only are you going to keep your antenna up for them, but you’re going to want to, you know, bring this to the attention of of your board, um, so that they’re aware that they should be looking for these. They’re out networking in the community? Yes. Excellent. Okay, what do we have online? Wise online? Why say i found a number of things. So i found out that there was a report called connected teo give. That was done by a new organization called jump start lab. And what they were doing was they were looking to do research about giving circles and in particular, within the jewish community and as a result, they actually launched a website uh, which is called when they make sure i get the name of the website correct. And while maria simple searches for the website, well, ah, we’ll do a little tap dance on dh hope that she finds her notes very quickly on giving circles, and this is connected to give this is a place to find the connected to give report, is that right, maria? Yes, so it is. It is connected to give report, but the website itself and i’m almost there hang on one moment, though it’s called amplifier. Um, so the website is amplifier giving dot or gq, and so if we’ve got any jewish charities who are listening in on this call, this is a web site they’ll definitely want to go to because it hasn’t you have an opportunity not on ly too learn about giving circles, but there are ways to figure out how to be, how to come to the attention of them through this particular website. So again, i think it’s kind of interesting that this has this has come about for the jewish community, and i wouldn’t be surprised if we’re now going to start seeing other web sights. And this again came to my my attention through an article that i found in the chronicle. Okay, but so are you saying that site is devoted to e-giving circles for the jewish non-profits and communities? Yes, exactly. Okay, specifically. All right. Do we have one for the for the catholics? I you know what martignetti martignetti martignetti here. If i was anything, i would e should be guys like i would be eyes or anything for them. I haven’t delved into id. Let’s, let’s put it this way. I haven’t actually come across any articles that deal with this particular topic, but that would be something interesting research whether we have any more secular. Well, i’m sure you have some secular websites. Um, no, that would be the one that i would say would be most secular. But there are a number that have to do more with women’s collective e-giving. In fact, one of them is called the women’s collective e-giving grantmaker sze network. And that website is double u c g n dash network dot org’s. And they are all about women powered philanthropy. And so you actually can go. Too there’s. They actually have a map of the united states, and they actually outline, you know that the thirty eight, they call them independent collective e-giving groups, and they say that they over have over seventy, six hundred women in those particular groups. Okay, that would be an interesting website. Check out and again, that was w, c, g and hyphen, network dot or ge. Okay, let’s. Ah, marie, let’s, go out for a break. I just got a correct you on one thing. Secular, secular means it’s, it’s, not religious. So i was asking if you had other nonreligious ones, which you just get very about that’s. Okay, that’s. Okay, uh, we’ll go out for break maria semple, and i’ll continue our talk on giving circles and also going to hear about her personal experience in one stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. Oppcoll rob mitchell is going to be a guest next week when we’re talking about thea atlas of giving twenty fourteen fund-raising analysis and their twenty fifteen forecast. So see, the show is the show, it does not just fall together contrary to belief, the things things are actually planned out here, okay? Because it’s not seen mario so morris amore websites for ah, from our doi end of dirt cheap. Okay, sure. So one of the other things that i came across was a report that was done in two thousand seven. Tony, i know one of the questions that you had for me and preparing for this show was, well, exactly how many e-giving circles are there in the united states and or perhaps internationally, and you know what? How much money are they giving away? Um, so i tried to dig deep and hard to find the answer to that, and of course, it was kind of heart to catalogue all of them. But there was a study called more giving together the growth and impact of e-giving circles and shared e-giving and it was released in two thousand seven, and what they said was that as of two thousand six so you can imagine that was a number of years ago. There were four hundred catalog e-giving circles in forty four states, and ah, a lot of them had raised, you know, a lot of money they had raised at that point over eighty eight million dollars since their inception. That was nine. And that was nine years ago. Yeah, cells, i’m quite certain that it has probably grown quite a bit, but one of the sights that i was able to find that actually had giving circles listed by state is called e-giving circles dot or ge so that’s an easy one to remember. Okay? And you can actually look state by state and try and find those particular e-giving circles. So i think it be great for the non-profits listening on this tio two checks us out because not only do they list, um, state by state, but they do have a couple of global e-giving circles listed here as well. Um, a lot of them are actually based in the u s, but they’re e-giving they’re focused on giving is international. Yeah, okay, excellent for international. But but you also want to be paying attention to the ones that maybe in your own, much closer to you in your own community vicinity with e-giving exactly e-giving circle e-giving circles dunaj i’m based in new jersey, for example, and i see that there are three listed here, the one that i’m part of is not even listed on here. So mom it’s the one that i’m part of it not listed on here, you can imagine there are probably, you know, a number of others that aren’t listed here as well. I can’t imagine that i and i know for sure that there are at least there’s mine and another chapter called i think it’s called impact one hundred, based in new jersey that are not even listed on here, so they probably have not even been able to compile every single one of them, even on this website. Either that or you’re living in some kind of a fantasy world, some kind of e-giving circle fantasy world where you imagine these circles around you, but they don’t really exist, and sometimes they overlap. But you wouldn’t know if you were in that fantasy world, so well, i’ll give you the benefit of doubt since i know you will presume that that’s, not the case. I will assume i should say we’ll assume that that’s not the case. Uh, all right. So so it’s even more than they list, but they’re not keeping up. They’re not keeping up to date. You got to get your own circle listed. Well, that that’s? Yeah. That’s part of my purpose. And i came across this research i thought always gotta get are listed here. Um, how would you recommend approaching? And we’ll get a yeah. You know, you could bring in some of your own experience to, but how would you recommend approaching these giving circles? They may and may not have websites or, you know, they don’t have program officers. How do you, uh, how you gonna get in there once you find them? I think. It’s, you know, it depends on the e-giving circle itself. Some might have a more formal website and process maybe even a grant application process for approaching them. Others, if you can at least find out who perhaps some of the people are that are kind of heading up. That e-giving circle. You can go the lincoln route, right? Why not? Try and make a connection with them on lincoln and have that turn into a cup of coffee to discuss you know what your non-profit is doing and letting that giving circle know that their particular mission that they’ve outlined happens to coincide with thie services and programs that your particular non-profit provides. How would you get to the membership? The names? How how is that possible? Well, some of them actually will have website, and then through that they’ll be usually in about us link so so think of it is researching a foundation, for example, where you confined, you know who the contact person is to reach out to if you were going to be submitting a grant application and so forth. But if they don’t have any way to contact through the website, i’m sure you could probably at least find a name of a person connected and again, just google that name, and you’re very likely to come up to, at minimum there lengthen profile, okay? And then this is where the board could be helpful, too. Even if you’re not able to find a name of a member, if you can least find the name. Of the circle, as you suggested earlier, you could float that to your board say, you know not just do you know of any circles in the area, but we’ve identified a couple here’s the ones we can’t find any of the members or here’s a couple member names we did find, you know, can you help us out in any other case? Yeah, yeah, you got a cz you’ve suggested before with with prospect research using using your boards networks? Absolutely. And, you know, one of the other things that i thought would be interesting because one of the reports that i read actually alluded to this is why not have as a non-profit why not launch your own e-giving circle, right? So you probably have somewhat of a form of this already, but this could be another interesting e-giving vehicle for your non-profit so you might be calling it something like a e-giving society right now, and you know it, maybe just changing the language around it. Um, do people want to belong to societies? Where do they want to belong to circles? There’s, there’s definitely a different connotation, i think. And and maybe you want to have both i don’t know, but i think it be kind of interesting for a non-profit to se gi, you know, i’ve done some research, i’m not finding any e-giving circles that we can approach in our community, so, you know, let’s, consider launching our own and coming up with that minimum gift amount that it would take to join that giving circle, and then what are the parameters around? What will membership in that giving circle include if we start this at our organization, i think that could be on effective way to start a new, major gift giving level in the year twenty fifteen for the non-profits on the call, okay? Ah, well, you and i are calling you know, they’re listening all different methods, but i’m, um i’m mincing, i’m being quibbling with you? Um, yeah, now interesting. Ah, okay, you’re kind of conflating what are typically called recognition societies with what we’re talking about giving circles that is that that’s sort of what you’re doing? Yeah, i mean, you could certainly start your own and, you know, try and find out well, what are some of what they’re actually guide? Um, that particular website that i mentioned amplifier they’ve actually got some really terrific resource is on there, even though this is meant for the jewish community. There’s still a lot of great resource is on that site that i came across a lot of great downloads that talk about how to start e-giving circle, what are some of the, you know, guidelines that you want to put around the circle? Here’s a sample letter that you can send out letting people know that e-giving circle has been started, so they did. I would say that that is going to be a really good resource, regardless of whether you’re in the jewish e-giving space, because you’re going to be able to garner a lot of free resource is right there in creating your own giving circle through your non-profit let’s, let’s, talk a little about your own experience what’s the name of your new jersey e-giving circle so i’m part of one that is part of united way of northern new jersey. They have women’s leadership council, and through that we have the leadership e-giving circle, which entails a one thousand dollars annual commitment tooth e-giving circle and like any good major gift level. Ah, uh, donation. You can actually spread that out throughout the year. You can attach it to a credit card and so forth. So it is definitely a way to get people in the circle if you can break it down for them in that way. Because you said and that’s the one part of you said yours is a women’s only circle. Is that right? Yes. That’s correct. Why’s. That why’s that, i suppose, uh, i mean, i was born in new jersey. Suppose i wanted to join that or some other man, but i like to use me as an example. Center of the universe. Um, suppose i wanted to join what? On what basis would you reject me? You know what? We probably wouldn’t reject any man. Now i need it just happens to be the name of of the order. You know, the organization and that that united way it’s set up. They have women’s leadership councils all across the united states. Um, i have not attended any of the events and so forth outside of my own region, but i’m quite certain they probably do have some men connected, you know, at various levels. Um, i know that. We had an event recently where we did have and very much welcomed a man teo, join us in a small event that we had to go and, um all right, well, that’s encouraging, i’m glad i’m glad he was very much welcomed. Also, uh, how does your circle decide what organization organizations it’s going to support each year? So when we launched, it was about it was just under five years ago, we decided that we would focus on getting women more financially stable and an education being a way to do this, but we’re actually partnering up with the local community college here, the raritan valley community college and their educational foundation, so through that were able to help what we’re calling the nontraditional student with some gap funding. So the colleges, perhaps providing the scholarship assistance and so forth, and we’re providing some of the gaps funding needs that that particular student might have that’s going to hamper their ability to complete that educational process. So it’s typically in a lot of cases, it’s, the single mother returning to school for education and looking and has perhaps, you know, want at least one child at home and is looking to yet get some additional funding in place to make that education happens. No might might mean child care or whatever, whatever it takes. Your circle then is only supporting the raritan valley community college well within win women’s leadership council in northern new jersey were connected with a number of community colleges. Also centenary college in north west new jersey. So that’s, the way that were structured is is partnering up with a community college and college is focused around the topic of education, economic, that specific, that specific issue. Now we have just like a minute and a half left or so. How often does your circle meat we meet? Probably on average quarterly throughout the year, and then we stay in touch through email the rest of the time. How do you decide which of the colleges you’re going to make grants to? And we just have about a minute left maria again. It’s very localized here in somerset county were were partnered up with already raritan valley college, so that that was decided pretty early on in the e-giving circle history, okay? And the larger organization is supporting other community college is not your not your individual circle. Okay, right. But circles can decide toe support. Multiple charities. Certainly that’s. Just that’s. Just not the way yours is going. Okay, correct. All right. Thank you very much, maria. Thank you, e-giving circles cool. You’ll find her at maria simple on twitter. And her sight is the prospect finder. Dot com again. Thanks, maria. Thank you. Next week, the atlas of giving as i mentioned the twenty fourteen fund-raising analysis and twenty fifteen forecast. And along with the ceo rob mitchell, we’re gonna have professors paul schervish and doug white. If you missed any part of today’s show, find it at tony martignetti dot com generosity siri’s you know that good things happen when small and midsize charities come together for a fundraising event. Generosity. Siri’s dot com. Our creative producers claire meyerhoff. Sam liebowitz is the line producer show social media is by susan chavez, susan chavez, dot com and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Our music is by scott stein you with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine am or eight pm. So that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you gotta make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealised took two or three years for foundation staff to sort of dane toe add an email address their card. It was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were and and no two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for November 14, 2014: Trust, Mistrust and Betrayal & Why The Rich Give

Big Nonprofit Ideas for the Other 95%

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Nina Chanpreet Kaur: Trust, Mistrust and Betrayal

Nina Chanpreet Kaur

These by-products of our relationships with donors, bosses and peers can make your success or break your heart. Nina Chanpreet Kaur, organizational consultant and doctor of social problems, shares her research on trust.

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Maria Semple: Why The Rich Give 

Maria Semple

Maria Semple is back. She’s our prospect research contributor and The Prospect Finder. She’ll walk us through the 2014 US Trust Study of High Net Worth Philanthropy. 

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. We have a listener of the week build driscoll he’s, a disaster non-profit executive, and he takes non-profit radio with him when he travels love that bill, you’ll find him in milton, massachusetts, or the twin cities in minnesota on twitter. He’s at b driscoll j r there must be an s r but he’s. Probably not on twitter. Congratulations, bill, and thank you very much for your support of non-profit radio. We’ve got a new online station joining us k s c r out of pomona, california welcome very good to have you with us and i’m glad you’re with me. I’d suffer the embarrassment of submarine dermatitis if i even heard rumors that you had missed today’s show trust, mistrust and betrayal the’s byproducts of our relationships with donors, bosses and peers could make your success or break your heart dahna chanpreet power core studies the issues around trust and why the rich give maria semple is back she’s, our prospect research contributor and the prospect finder she’ll walk us through the twenty fourteen us trust study of high net worth philanthropy on tony’s take two it’s amazing when charities come together and work together responsive by generosity siri’s hosting multi charity five k runs and walks i am seed. They’re new york city event just this past weekend, and i’m very pleased that nina chanpreet core is with me in the studio. She’s, an organizational consultant and social psychologist by training doctor of social problems and educator her work sheds light on what underlies drives, motivates and manages effective change in the world. She was the founder of kitchen table community teaching cooking classes to understand how food can build trust across ethnicities and religions, nina lives for the tender moments of truth and compassion, clear seeing eyes, hands reaching out to help arms embracing in understanding. You can follow nina on twitter she’s at nina chanpreet nina chanpreet court welcome to the studio. Thank you so much for having me. Tony it’s. A big pleasure. Thank you. I love the you know the way you describe yourself as living for tender moments of truth and compassion. That’s very touching. Well, it’s, very important in the world we live in today, i think it’s difficult. To ah have the experience of trust. I mean, in many ways, there’s very little we can trust the ingredient labels on the food we eat and the information we’re getting from the media. It’s challenging to understand what’s really that’s not really what’s what we can trust andi, i think there’s a lot of wounded nous and i rolled around it interesting that you mentioned the first example you give his food labels well, always right, you’re you must read ingredient labels like i do, so i don’t try don’t i am one of those people going to bother? No, no, no, i’m very meticulous. I don’t trust any ingredient label myself. I’m writing a fiction i mean, michael short work of fiction, right? My my research on trust emerged out of my own personal experiences and in which i found myself not trusting anything or anyone and really having to examine that and understanding what it is like in an organizational system and what it is like internally as well, not trusting anyone or anything that that that that’s a cold place to be a lonely place. It’s a cold lonely i’m exaggerating, but but you understand you know we’re going to actually define i’m going to ask you later, you know, defined trust and betrayal and things, but i feel like i’m a person who trust at the outset before i even know somebody i sort of i trust until someone gives me a reason not to trust, um, i think i’m going down the wrong path. Well, seymour, about that okay, let’s, take a business interaction. I just on the strength of a phone call, i trust my intuition. Yeah, i’m going to use the word trust or rely on my intuition, and the person seems like a good person like they they they ah, can be. They will be someone who will follow through on their commitments, whatever commitments we’re talking about making together. And when they give me their word, i can rely on it. Um, someone you know and i draw these conclusions on the strength of maybe a ten minute phone call. Maybe i’ve never let’s use the example where lots of times i’ve never met the person face-to-face it’s. Just a phone call, and i feel that, uh, that i can i can count on them. I can rely on them. I can trust them. That’s just my my nature. Well, one of the parts about trust that i research was the unconscious elements of trust and what’s really going on underneath the surface. So while consciously we may say, oh, you know, i trust this person there’s always something else going on under the surface. And i think we do need to challenge the idealization of trust because buy-in doing the research that i kept breeding things that trust is so important. Trust is so important trust is so important, and mistrust is actually equally important i mean, scientific research and, you know, antibiotics and so many scientific inventions were based off of not trusting something and seeing something in the road saying, wait, let me let me rethink that. Do i really trust what i’m seeing? Let me let me study this right there’s so many inventions in the world, scientific and non scientific that were really premised on mistrusting or trying to look a little bit further. So the idea that trust is that simple or that it’s, the most important thing on dh is easy to achieve, i think it’s something that i challenge because i think it is more complex than that. Similarly, i think mistrust and betrayal can be equally important, if not more, in some cases. Okay, so something more going on? All right, i’m glad we have. Well, there’s always more going on. Isn’t there? Okay, i don’t know. I you think about these things and study them more than i do. You know, i gave you my my approach toward it. Let’s. Define some terms. So since you’re the researcher in this, what how do you define trust? Well, there’s it’s a challenging question to answer because i think it it’s so subjective. But i do think that trust is not it’s it’s, not some kind of stable, non changing experience. I think it has a sort of life of its own and is very subjective and is the product of conflict and collaboration and deep relationship building. Yeah. Excellent. I know you refer to it is a product or by product of relationships. Yeah, some of my earliest work experiences is a when i was in my twenties att that time, i was a teacher. We would sit down in these meetings and we were supposed to take on these very big tasks, and we’d sit there, and everyone was twiddling their thumbs, complaining about how nobody trusts anyone. Of course, that wasn’t the language that was being used, but it was really a cop out and a lack of accountability because we would have gotten there, we would have formed that trust had we been willing to dig into stuff that was very uncomfortable to confront our own incapacity and our own kind of heartbreak about our failure as teachers in a school system that is failing, and so our inability to do that or lack of accountability, which, you know, we were just kind of dancing around, and i’m sort of pretending, and i say we i mean, i was of course aware that this was happening, but unable to necessarily do something about it in a big way. So and i’ve seen this in another non-profits i currently work a teaching matters, which is a non-profit i’ve consulted other non-profit so i so i see this kind of expectation that we start with trust, but the truth is that we usually end with it. So what? Okay, i’m going to challenge myself then, since you’re challenging these notions what i’m calling trust maybe is naivete. Well, i have a child in the dark or something or so that’s. A very interesting association. I wouldn’t say naive a tae that that there’s there may be i mean, there’s always a judgment. I think when we use that word in it, i don’t know what it is for you. But i do think our our first experience of organizational life is in our family system. And so are first formative experiences around trust are really important to pay attention to because they have a rich information for how we currently experience trust and betrayal and the notions that we have in the associations that we have around that. So i do think thie i mean, not that it makes you a child, but i do think it’s important to look at that dimension of our relatedness around trust. Okay, this may be a conversation more for my therapist than then a special psychologist. Let’s see s o i’m going to presume that your definition of mistrust would be something similar. It’s certainly also a byproduct of relationships. And it was him. Or you would add about mistrust. Well, again, it it there’s there’s a different i guess the only way i can distinguish it is there’s a difference between mistrust and betrayal, i think, which is that i think trust and mistrust kind of live together. So if we’re if we think we have one underneath the surface, the mistrust is always there. If you think about any even personal relationships, you can’t have a professional ones many times we give trust, hoping that we won’t. We won’t have the experience of being betrayed or are having experience of mistrust so that there’s it’s always there and betrayal in particular is an incidents when agreements between two people, whether unconscious or not conscious, are our transgressed or broken or boundaries are really crossed on dh i mean and well, i guess there so i’m saying that there are so many other components to betrayal, but that would be a very basic way to look at it. Okay? Betrayal. Very harsh. That’s the word no eight years horse but but but that’s, the thing about the world we live in today’s, which is why does it have to be perceived so harshly? We have to go away for a couple minutes. Nina chanpreet corps. And i’m going to keep talking about the bite. These byproducts of your relationships, trust, mistrust and betrayal. Stay with us. You’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website philanthropy dot com fund-raising fundamentals the better way. Welcome back to big non-profit ideas for the other ninety five percent let’s talk about your research, nina, how do you study these issues? Well, my, my, my approach to doing research is looking through a psychodynamic lens, so just to touch on what you said before about, is this a conversation more for my therapist and and and i and i think that that is something within non-profits the idea that well, we only have to deal with strategic plans and theories of change and how we run meetings and not deal with the softer aspects, the reality, the felt experience between people. And so i about a year ago, i went to a group relations conference, which is it’s, an experiential unconference looking at the group dynamic systems, dynamics, organizational dynamics, and i stumbled upon the topic of trust and betrayal that week, it was a week long conference, and it was a very powerful experience, one of the members on staff there i was dr jim krantz, and he has done a lot of research also about trust and betrayal and how leaders often times have to make very tough decisions and betray in the process of managing organizations and it doesn’t it doesn’t, and you’re right. I mean, when you said betrayal is harsh, it’s true, it it’s a very painful experience. I mean, i don’t mean to take away from the felt experience that can be debilitating in the face of betrayal, but but but but our ways of thinking about trust and betrayal is really what i researched and in the context of school. So i have i mentioned before, i am a consultant teaching matters, and i’ve worked for the new york city department education for the last ten years, and trust and betrayal are just the most the biggest issues happening in schools today because there are so many changes, and those changes aren’t being built well managed, and as a result, i was looking in these organizational systems, i working in the schools and seeing that the ideas about trust and betrayal, or were very for me a little bit strange because change itself for many teachers and for many even administrators was a form of betrayal, just just the fact of so many changes happening was produced and invoked a sense of betrayal, not probably not only among teachers, but among students, also parents, i looked mostly at the staff and what we’re looking at. We we’re looking at a school system that fundamentally is not meeting the needs of the student. And so what i research was, why is this happening? Why do we have a system? And by looking at a couple of schools this case, studies in which the needs of the children are being met and what i found was that there is a regression happening, there’s this idea that we be able to trust or or that change never happens this agreement within the staff systems of schools, and this expectation around things either not changing or being ableto have a certain level of comfort, right right now in school, so many things are being challenged, the contract, the pay scale, the curriculum, the standards. I mean, almost everything in a school right now is changing. But basically nothing has stayed the same. And so what i wanted to understand is, why have we why do why does that expectation exist? That nothing changed on my hypothesis about in what i research? Was that the expectation that there be some kind of idealized trust that doesn’t change is a form of regressed thinking in a way in and a way in which and when i say regression, what i mean is that the needs of the children are being met, but rather the needs of the staffer put first and that’s what that’s what’s going on, and it doesn’t mean i’m not trying to say teacher would be listening. This alarm bells might be going on. I’m not trying to say the needs of the staff are not important to the needs of the adults are not important, but the needs of the children are not coming first on di didn’t you know it’s interesting, i didn’t look at the experience of trust between teacher and student that is a more difficult thing toe look at just in terms of the, um i guess just the logistics in terms of running a study like that, so my research was both quantitative and qualitative, and i was looking at it from a particular psychodynamic lens, so i hope that gives you a little bit of context. Well, one of the other things i’ll say is that a couple of years ago i had a leadership mentor. Who said to me, you know the world is changing so quickly, you really do need to know yourself and have a firm sense of yourself. Because when things change, you don’t also want to be falling apart in the middle of it. And around the time when i started this research, something in my life happened that really challenged me and challenge my notions of myself and trust and other people on dh in it and i it really required me to have that strength. And so one of the one of the things whenever, whenever i talk about my research, it’s impossible also not to talk about what i personally went through to be able to learn and see more clearly in my research, right there was there was a personal journey there. So you want to expand on what the journey was in a minute or two? Well, you said a little bit about it before i mean, it is t now there was a personal journey, and then, well, not sure. Well, what i’ll say about it is just that i, like i had mentioned before, beginning when we were first talking was that i was looking at myself, kind of putting myself in a p tradition, noticing that i don’t trust really anything, including ingredient labels, which are very black and white and s o it was just sort of, you know, looking more carefully at my own internal and interest psychic world around trust and betrayal, and trying to understand what was going on for me, and it became very informative for how it was then seeing the world around me. Where do you think this expectation comes from? That that there won’t be changed and that things will remain constant? Well, i think it i think it comes from, um it come, it comes from living in a world in which our organizational systems, and in which our school systems are are not are not dealing with the what i will say unconscious or underneath the surface elements of things, and so eh? So i think when we are more conscious of our thoughts, beliefs and actions it’s very simple to to challenge that notion. But when we’re not doing that, it’s just it’s, it’s, it’s very easy to fall into that belief, it’s very counterintuitive because there is so much change day to day from from employment situation’s toa technology, tio new stop signs. And in new york city the new speed limit this week from thirty to twenty five there is so much change around us, but so the expectation seems really exactly it’s irrational. This is so this is it. So when we think about when i say unconscious is exactly what i’m referring to is the irrationality, and we and and this is something i learned from jim krantz, which is that we are really living in a myth of rationality in the world, when in fact, there’s a whole lot of irrationality, that’s running our organisations in our systems and particularly i would say, buy-in in startups non-profits where people who are running them not that this oh my god, it’s, just so much irrationality happening in corporations, but non-profits and social enterprises are very interesting to look at because they have less funding to invest in some of these other types of mechanisms that they may need in their organizations. It’s kind of you know what i experience a non-profits is sort of like you have to be bare bones, right? You can’t always invest in these other aspects of organizational life that are so critical and and what i’m referring to is this approach of looking at the irrationality and an organizational system and looking at group dynamics and really grasping it. So how are we going toe navigate through our relationships, understanding that there’s going to be disappointment and frustration and also elation? Yeah, i think what you just said is the first artist is having that expectation and and knowing with open eyes and an open mind that, you know, there will be mistrust, there will be betrayal. And why do i have this idealization that that might happen? Let me look at that and what’s going on with me that i’m not seeing the reality of what could potentially happen. I mean, i think that’s the first start, but the other piece of it is tio when we think about working and living in an organizational system is it is trying teo, to really know oneself to really reflect no, your triggers know your motivator is no what’s really important to you and to be able to gauge that about other people and see the connection between the individual, the group, the organization the system, the world around us, i mean, these these these connections are very important to make, and when we’re not making them, we’re really missing a big part of our a big piece of relationship building, and we may not be able to see what is necessary to see to build that trust so i don’t have hokey ideas about okay, sit around in a group and tell the truth for a while, and then then you’ve got trust me. I there’s so many people are very quick to sell you ideas that would form let’s. Go on a group retreat and we’re walking on hot coals. I think therefore i think that trustee or reform back, i hope it’s okay for me to say this, but i think that’s bullshit. So i know we’ve had worse, i think it’s i think it’s i think it’s much more complex. I think it depends on the type of organization, the history, the memory of that organization. How long it’s been around the dynamics of turnover in that group? There’s? Just so many things to think about. And when you’re on the funder the managerial end of things you you know leaders have to make decisions all the time, whether they’re conscious of it or not, that they that they are betraying our may need to betray in the service of the larger task of the company and the larger well being of the mission of the work. And i mean, i think a lot of funders don’t don’t know the quality of of the dynamics within systems and organizations, and if there’s one thing i could recommend, it would be i mean, i’m not in the business of giving advice, but i really do think the experience i went through was invaluable and going to a group relations conference, and particularly for funders and the managers and leaders of organizations to be ableto have that experience it’s very eye opening. So and there is one coming up in our area in january it sze called authority roll on accountability and organizations and it’s happening january fourteenth eighteenth it’s a residential experience experiential conference in the taba stock tradition. And dr jim krantz is the director where it’s andover, massachusetts so it’s not far from here, and i have the name of it again its authority um roll an accountability authority. Role and accountable the website is leadership twenty fifteen dahna oregon. So we’ll post it, you know, we’ll post it when you were so sure the link with you. Yeah, we put in the takeaways. Paige there’s a lot of variables that go into power and authority in relationships, and i think those air relevant in around these topics, the variables on something of whose wealthier who’s got more experience, those the ones that come to mind and i’m thinking, you know, i’m thinking like, fundraiser donor-centric gree more tony, i mean, i think we we again living under this either this myth of rationality, this this idea that we have leadership figured out we don’t you know, we would continually need to revisit these basic issues of authority roll power. You know, these very basic things that play into how we relate to one another and how our organizational systems function as a result of that. And i think that, you know, trust is not in itself it’s sort of is just one thing, but it’s, everything around it that either creates that air destroys it. It’s a very elusive thanks, yeah, little more book. Well, like when we’re talking about authority and power and i mentioned before accountability, you know, we were talking about the group dynamics. These things are kind of the the the world of the organizational life and that’s going to determine whether or not they the system’s ableto hold trust and individuals can form bonds of trust or not, and in my experience and this is something that’s challenging for me to even say, but in some of the school’s right work, it’s just buy-in what i found is sometimes it’s just not possible it’s not possible to form trust, and it can take a very long time. And it’s it’s, the reason why i have a hard time saying it is because it makes me feel debilitated or i’m like, how do we live in a world where it’s just at times not possible and many people may challenge me on that. But from what i felt and experienced, there are times when it’s just not possible, and it doesn’t mean that there’s no solution, but it can take it can take an organization where there is a significant trauma or an incident decades to rebuild e i mean it’s on and it goes much better when we’re looking at what we’re just talking about, we’re looking at these dynamics and we’re working on them and we were we continually see trust is a byproduct instead of having the expectation that it be there in order for us to do the work, we’re always going to be working under a kind of discomfort and a sense of constant change that that may not be ideal, but but we have to work wonder it to get to the trust we’re always working in a state of discomfort you’re saying i think so to some extent, i mean, i mean, when in my own work, you know, i love what i do. I really love the work i’ve done in schools over the last decade, and it brings me a lot of pleasure, but that, but but that feeling of pleasure is always there with a lot, with a mixed, other set of emotions around discomfort, uncertainty, fear, you know, questioning myself, questioning other people on dh in fact, what’s interesting so year, so a year since i started well, over a year now since i started doing that research what i have discovered in myself is, i trust myself more, but i continue to question myself, and i continue to reflect, and that has been, i think, a guiding light for me and being able to navigate so much complexity. Yeah, good, yeah. Lorts there aren’t probably enough very many people always questioning, always asking these bigger questions the way the way you’re going through not only your research but your life. It sounds like you, and the reason why i figured out how to do it is because i’ve met many people along the way who opened the door for me or open my eyes to something that said, hey, pay attention to this or, you know it it’s so much of my success is based on the success of other people who i have many form bonds of trust with, but but but but nothing and nothing in my life has ever remained constant or consistent, and so perhaps because i’ve had that experience just even from my childhood to today, it has given me a bit of a different perspective. What is it that you love about the work that you’re doing? Whether it’s consulting the research, what do? Well, i’m really driven by you know what? What you mentioned in the introduction, which is, which is how do you effectively impact change? And i’m i’m also driven by buy-in finding ways to continuously improve what we’re doing that so that’s my m o that’s what i really want to see in the world and so it just gives me great pleasure to be able to work with people and work and organizations where i can help them do that. And i can be part of that experience and figure figure something out for the wide world. So a lot of what i’m doing in schools, the reason i do the research is so i can look at it and take it back and say, okay, wait here. I found something this could apply across, right the applied research. This could apply somewhere else and making that making that connection, leveraging that change is really important to me. Um, you know, it comes from it comes really from my mother and the way that i was raised and she was very aware of global issues and whether or not i should have known what i knew about the world at the ages that i did is another issue, but just just having from her and seeing from her what’s happening in the world and wanting to understand kind of in this title that i wear the doctor of social problems, what’s going on and how you solve it. It is really what gives me a lot of pleasure, so i’m glad you credited your mom at the end. Well, of course, we have to leave it there, ok. Nina chanpreet corps last name spelled k es. You are. You’ll find her on twitter at nina chanpreet, thank you so much for having me, tony. My pleasure. I’m glad you know i’m glad you’re with me. Thank you very much. Generosity siri’s. They host five k runs and walks last sunday. I am seed, their generosity and why see, event over three hundred runners from nine charities came together in riverside park. They were from the center for urban community services. Creative artworks engender health, forrest, dale and other non-profits. One of them could have hosted their own event. They don’t have enough runners, but when the community comes together, then they can do incredible things together, raising over one hundred fifty thousand dollars for these nine organizations. And the fund-raising actually continues for another two weeks, so they’re not done. Generosity. Siri’s, dave lind, he’s the ceo. You can talk to him. Tell him that you came from non-profit radio he’s at seven one eight five o six. Nine triple seven or generosity siri’s, dot com. They have events coming up in new jersey, miami and philadelphia. I shot this week’s video in riverside park at generosity and y c because i was really moved by the great success of these nine charities coming together like i just said, they none of them could do it on their own. But coming together such enormous synergy and there’s just ah, terrific lesson about collaboration, whether it’s with your colleagues or other organizations, this week’s video is that tony martignetti dot com and that is tony’s take two for friday fourteenth of november forty fifth show of this year. Maria simple. You know maria simple she’s, the prospect finder she’s a trainer and speaker on prospect research. Her website is the prospect finder dot com and her book is panning for gold. Find your best donorsearch prospects now she’s our doi end of dirt, cheap and free. You can follow maria on twitter at maria simple. Welcome back, maria simple. Hello there. How are you today? I’m doing very well. How are you? Just fine, thank you. Excellent. We’ve got the pleasantries out of the way. What’s what’s this high net worth study all about that you want to talk about? So i had an opportunity to hear about the results of the most recent high network study that was undertaken by us trusted it’s actually a partnership between us trust and the indiana university lily family school of philanthropy, and they do this study every other year. And i was attending a conference on friday for a f p in west chester, and i heard david radcliffe speak he’s, one of the managing director’s um, over at us trust, and so i thought it would make for some very interesting conversation because, of course, non-profits were always interested in knowing what what are the high net worth individuals in our communities thinking about as it relates to philanthropy in general, but about how we as organizations operate on dh? How can we leverage the results of this study to sort of improve or tweak what we’re doing is non-profit so it was very intriguing to me, and so as i was listening to him, speak and then afterward went in on the web and sought out the study itself. Um, i was thinking of this through the lens of a non-profit and what should they be gleaning from these reports? We should just cut you out and brought david on well, let’s, bring the principal in here. Well, well, you know what that would probably make for conversation, you know, how you know? Absolutely, but i think but, you know, i’m looking at it fromthe lens of if i were well, obviously, as a prospect researcher, i was very interested in this, right? So i’m always interested in what is going on in the psyche of the high net worth individual, but also through the lens, as i said of a non-profit executive or a non-profit boardmember what do you need to be keeping in mind as you’re approaching or thinking about approaching high net worth individuals for some major gift to really propel your organization’s forward? Important, i think, to recognize that the survey is based on self reported activity and thoughts around why we give why i give so there’s always that, you know, sampling bias. I’m not sure if that’s the right phrase, but there’s always a bias around self reported results versus something that’s observation all yeah, but what? You know, what was interesting was they really made sure that they tried to randomly sample across the entire united states on dh so in the end they’re in there. I understand. Just still self reported data. Oh, yeah. Oh, absolutely. Itself reported data and it has to do with their sentiments about they’re giving in the year twenty thirteen. So overall, i will say that i thought things came out to be pretty positive from the report. Things do seem to be on an upswing. So that was the overarching from me. Good news that i got out of the executive summary of the study. I did see that ninety eight percent of high net worth. And by the way, we should define our terms to they define high net worth as having a minimum of a million dollars net worth, excluding you home value on and having on an annual income of two hundred thousand dollars or more, right, that’s their definition of high net worth. All right, i saw that ninety eight percent of the high net worth individuals donate. Yes, yes. So that was that was indeed very good news as well as their average dollar amount has gone up. Um, since since the last study was done, so in two thousand eleven, their average gift was at fifty three thousand. Five hundred nineteen dollars and it’s actually increased twenty eight percent. It’s now up to sixty eight thousand five hundred eighty dollars. So again, good positive news. That’s probably reflecting our improved economy from two years ago. Right? Sort of expect that. But it is very it’s. Good news. Encouraging hyre encouraging also for the future that a lot of people think eighty five percent expect to give the same or mohr this year. Yes, yes, very ous. They look forward to what do they plan to do in the future? The overwhelming number of people said they planned to keep it at same levels or increased levels. So that was good to know that in their psyche, their not thinking about pulling back. Ah, they also think that non-profits are sort of a great solution to many of the problems and issues that we face in our community. So they do feel that they have a great deal of trust in the nonprofit sector to really harness and tackle some of the big issues that are going on right now. Okay, that you’re right. That’s also encouraging. What else you see in there? Well, i liked the fact that just over seventy eight percent of them gave unrestricted e-giving so that to me says as a non-profit as you’re thinking about your programs and so forth and how you know when you’re approaching foundations or corporations, and they want to give to some very specific programming as you’re approaching a non-profit i’m sorry, an individual their psyche is a little different, they don’t mind giving toe unrestricted e-giving they totally get the fact that you’ve got to keep the lights on and pay salaries, et cetera, so that takeaway was don’t forget to ask for that general operating support. Yeah, that is pretty startling. It’s that’s ah, considerably hyre number than i would have thought. But, you know, my insights could be completely off base as well, but that was yeah, pretty revealing to me that that high proportion of unrestricted giving also very encouraging. What did you say that? What did you say? The percentage was of unrestricted gift. Uh, the statistic that david shared with us with seventy eight point two percent okay, gave unrestricted among friends. We can call it seventy eight percent. Okay, um, i saw that volunteers give more. That seems intuitive if you’re spending time with the organization, you’re you’re more apt to give more to them than if you’re a non volunteer. That’s, right? Absolutely. So another takeaway, then, for a non-profit is teo not be afraid to first approach on high net worth individual and ask them for a gift of their time, as opposed to outright asking for a gift of cash? Because it is pretty darn likely. I think that if you can get them engaged at a very deep and committed level, it will probably stand to reason that the money will also follow what else you got there. So another interesting piece for me was that you have to really think about engaging both spouses so as you’re thinking about your approach to them, if they’re married, um, think about having the conversation with both people don’t leave the spouses out of the conversations around major gift because they are not making these decisions in a vacuum, and the spouse does appreciate very much being involved in that conversation on dh taking their overall interests and ideas toe heart. So they really wanna have that that level of, you know, involvement. So that would be a big takeaway i thought was make sure you’re not just talking to one person if they’re married, make sure both are at the table for the conversations. You know what i see that maria playing out badly often is at events, not where there’s an ask being being made the way you’re describing, but the, uh i see so often people working for the for the organization are talking to the predominant donor in the in the couple, whether it’s, the wife or the husband and sort of minimising or excluding fromthe conversation, the other person it’s really offensive, but i see that a lot. And so how does the how does the other person feel they feel marginalized? They they feeling like the organization thinks they’re insignificant, and i think that has a lot of repercussions. Yeah, you know what, you’re absolutely right. I’ve noticed the same thing and, you know, one way around that for an organisation is just to be a little bit more strategic, you know, in deciding all right, you know, in advance who’s going to be an attending a an event, so why not make sure that you leverage your board and keep volunteers that will be at this event to have them understand the key couples that will be there so that if a conversation is happening, you know, with, say, as you called it, the predominant donor and make sure that somebody else is, you know, trying to at least engage the other person in the conversation so that there emotions are taken into account well, just to be a decent person, you know, talk to talk, to both, talk to both the guys or the both the women or the guy in the women, you know, talk to everybody, don’t you know, just ah, yeah, i think we need a lot. More sensitivity to the fact that it’s not, you know, it’s, not all about just who gives and who volunteers and the other person we should ignore. I see that i see a lot, ok, but this was one of the other kind of along those, you know, staying on that line for a minute. One of the other interesting pieces that came out of that was that as i said, you know, you you want to make sure you’re taking both people into account. But then one piece of this study said that women are more likely to be the sole decision makers nearly three times as many women as men. Twenty percent versus seven percent are the sole decision maker. So and i’m pretty sure that us trust has also done a study in the past around women and philanthropy, so that might be something interesting to take a closer look at as well. But don’t forget to talk to the woman in the couple, that is for certain. Yes, if the if the guy is the predominant donor. But talk tio, talk to the whole family, you know? I mean, just be just just talk to people. Be decent. That’s all yeah. Okay, um, i thought it was interesting some of the breakdowns of why people give i like that there’s a very good chart about personal motivations for giving. Yes, you’re right. And i don’t have that one in front of the thing that stood out was that altruism. I was ranked highest and something that you would expect to rank high did not, which was the tax benefits ranked almost close to the bottom. So you’re a cynic you would you expected text to rank? I see i didn’t, but i work in plant giving, and i know that taxes don’t motivate most most people, but you’re okay, your little, your little more cold hearted than i am that’s. Interesting? No, i just i think i would have expected from the study that a tax incentive would have been ranking higher than it did on the overall results have been surprised to see how low it ranked it was, it was one third actually, to be exact, thirty four percent said that receiving a tax benefit motivates them to give and what you mentioned the altruism, personal satisfaction rank very high, seventy three percent said personal satisfaction. And when you believe that your gift can make a difference, that was comparable seventy four percent, a lot of a lot of altruism, you’re right. What else was interesting to you? I thought it was interesting to see why wealthy donors actually stopped e-giving so when they were asked why why they had stopped supporting an organization, they said that receiving solicitations to frequently or being asked for an inappropriate amount. Forty two percent of the people said that was the reason why they stopped. Thirty five percent said they had you there change their philanthropic focus or decided to support other causes. But i thought it was very interesting. And so, you know, that just goes to really reiterate why, as a researcher, you need to think about what is that very targeted? Ask? We can make let’s ask less less frequently, perhaps, but let’s make that ass very much tied to what that family wants to be able to do in terms of making a deep impact. Impact was also a word that that was throughout this study, i thought, because fifty over three fifty three percent of the people said that they monitor or evaluate the impact of their charitable gift. So if you can really tie closely together, i think how often you ask how much you’re asking for and then clearly demonstrating and stewarding that gift. Well, i think that’s gonna have good results. We have to go away for a couple of minutes. When we come back, maria and i will keep talking about the us trust high net worth study. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and a a me levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end, he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. Lively conversation, top trends and sound advice that’s tony martignetti non-profit radio and i’m lawrence paige, no knee author off the non-profit fund-raising solution. I still wish lawrence would pronounce his name panjwani sounds so much nicer than paige an oni i don’t know if i told him that when he was on. I don’t think i did. I think it only said it behind his back on the ship, but nobody listens to this show, so it doesn’t make a difference. All right, maria sample. What else was interesting in there, too? I have a few things, but let’s throw to you. What did you find? What else? Well, i did not see this printed anywhere in the report, but one of the things that david said at the conference was he really encouraged the non-profits to have a very succinct one page document about the organization with the legal name spelled correctly so that they can pass this document along to their attorneys for consideration in wills and bequests. So i thought you would like that tip in particular, and i modify it. One piece i would include. Besides, the legal name is the federal tax i d. Number yes. I like gross amounts of precision. Yeah, yeah. He said that, you know, make it as absolutely clear, it’s possible? Because, you know, and i’m sure you have seen in your work problems can arise if things are not properly spelled out. So i thought that was a really good tip that he shared with the audience. There’s another reason for doing it. And that is to make it easy for people to. And i’m sure this is what david thinking is they david is thinking easy to give to the organization by including it in your will. Your life insurance, maybe some other beneficiary designation document without having to go to the organization to ask what’s your legal name. What? Your tax? I d number what’s your address, you know, so just making that ah, easy process for donors. Exactly. On dh that’s. Why he wanted it to be. You know what? Go thanked one page. I thought it was interesting where the dollars are going. The high net worth dollars mostly to education. Just mostly education. Yes, they place a very high ranking on education. And that percentage did grow as well. From twenty eleven to twenty thirteen so they did feel that that was a key policy priority on dh. There were, you know, right behind that where poverty, health care and the environment. Yeah. Now that’s ah, beneath education that’s where this diverges from what atlas of giving and giving, yusa would would say, is the next most popular e-giving which is religion in the no studies. But here religion was number five durney beneath beneath like you’re saying social social services, basic needs beneath arts and beneath health. Then came religion. Yeah. And it could very well be because of the population, the demographics of the population that was actually being surveyed here. So, you know, while atlas of giving and giving us a look more broadly across all income levels since this was focusing so specifically on that hyre network population, you can see that you know what? That level things air skewed a little bit differently. Well, they’re coming again. They can afford to buy themselves into the afterlife. They don’t have to give to charities to get there. Maybe that’s it, i think, to the benefit of other non-profits other other terrible missions. What else you got there? Well, you know they’re clear expectations that they have set out for the non-profits and again, you know, comes back to two to measuring impact. I can’t stress enough how much i thought as david was speaking, then i subsequently went and read the executive summary how non-profits really need teo get very clear, um, about stewardship so important, i mean, i know that i’m here to talk about prospect research, you know, that feeds into getting the gift, but then keeping those people engaged once you’ve got them engaged with your organization toe, let them slip away because you’re either asking too frequently or ass skiing for not the right amounts or you’re not just simply telling your stories about keeping them engaged is just such a huge missed opportunity. How did how did they gauge that from this study? Well, they were they were talking about their expectations and how they expect to be having there is the impact of their gifts, how they monitor their giving, so a lot of them are actually measuring the impact they’re giving by directly engaging with the organization at eighty percent of the people are so again, it goes back to that asking them t be volunteering with you stay as close to possible with the mission of the organization so that they’re able to continue seeing the impact that you’re doing so don’t only demonstrate that impact through letters and and email and social media, but make sure that you’re engaging them to really have direct contact with the organization on dh reporting on impact for those that want that reporting? Absolutely yeah, i mean, there are going to be that the people who really want to see it in, you know, in that number’s format, you, they want to see the reports and so forth and that’s great, you’ve got to do that. You’ve got to do those outcome measurements and so forth, however, at that high net worth level, if you can keep them engaged as well through volunteerism. It’s going to bode very well going forward for you. Okay, we have just about a minute left. What what’s a final point you’d like to make again having that one page document don’t ignore thie, you know, because a couple aa in its entirety a cz decision makers understanding what motivates them, keeping them engaged with your organization, getting them to volunteer more often on dh asking for appropriate amounts so that does involve prospect research. It involves understanding where they’ve given what other levels and where you know what motivates them. What is it that they want to give to within your organization? She’s, our regular contributor in prospect research and she’s the prospect finder. You’ll find maria simple at the prospect finder dot com and on twitter at marie. A simple thank you so much, maria. Thank you. Real pleasure to have you back. Thank you. Next week got mohr informative interviews coming from fund-raising day. If you missed any part of today’s show, find it at tony martignetti dot com generosity siri’s good things happen when small charities work together. Seven one eight five o six. Nine triple seven or generosity siri’s dot com our creative producer was clear meyerhoff sam liebowitz is on the board as the line producer shows social media is by julia campbell of jake campbell social marketing and the remote producer of tony martignetti non-profit radio is john federico of the new rules this music is by scott stein you with me next week for non-profit radio big non-profit ideas for the other ninety five percent. Sorry, i couldn’t do live listener love pre recorded this week. But i love our live listeners and podcast pleasantries as well. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff, sort of dane toe add an email address their card, it was like it was phone. This email thing is, we’re here that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were and and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell, you put money in a situation and invested and expect it to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.