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Nonprofit Radio 300th Show!

Tony Martignetti Nonprofit Radio’s 300th show is July 29, 2016. Claire Meyerhoff, our creative producer, will co-host. With us will be contributors Maria Semple (prospect research), Gene Takagi (law) and Amy Sample Ward (social media). Also, live music by the composer of Nonprofit Radio’s theme song, Scott Stein. Be with us, live or archive!

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Nonprofit Radio for July 15, 2016: Bring Joy To Your Donors

Big Nonprofit Ideas for the Other 95%

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Marcy Heim: Bring Joy To Your Donors

Marcy Heim has over 30 years thinking about and perfecting major donor relationships. She’s the Artful Asker and we examine the intersection between fundraising and professional coaching. (Originally broadcast on March 13, 2015.).

 

 

 


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Duitz 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 be hit with hemochromatosis if you hit me with the irony that you missed today’s show bring joy to your donors marcie, i’m has over thirty years thinking about and perfecting major donor relationships. Marci is the artful askar, and we examine the intersection between fund-raising and professional coaching. This was originally broadcast on march thirteenth, twenty fifteen on tony’s take two thank you. We’re sponsored by pursuing full service fund-raising data driven and technology enabled, you’ll raise more money pursuing dot com here is marcy heim and bringing joy to your donors. I’m very pleased to welcome marcie hime to the show. She’s, a life and development coach, author and speaker with over twenty years of frontline major gift fund-raising experience, she’s won awards for her speaking and training, and she hosts marcie’s major gift success club. She promotes both positive mindset and best practice fund-raising she’s at marcy, i’m dot com and on twitter she’s at marcy hime. Marcy, welcome to the show. Thank you, tony. Delighted to be here, i’m glad you are pleased to have you my voice just broke. Look, please, like i’m a fourteen year old again. It happens once in a while. I love going back to fourteen that well, with my voice, nothing else that i was an awkward fourteen year old. Ah that’s, right? I’m an awkward fifty three year old. I’ve never never fit in. Um, let’s say you you work in fund-raising and professional coaching, so we wantto we want to look at the intersection. What? What’s it, that intersection where those two circles overlap? Well, i think tony, it it leads back to my experience when you talk about more than twenty years that’s not really unique there, folks out there that have twenty years of fund-raising experience what’s unique about my experience is that i spent those twenty three years at the same institution. So i had the opportunity to be the first person in a position and grow a program over those twenty three years and spend more than two decades with these same donors, watching them grow and change and increase their giving and change their giving and go from from annual fund to major gift. To to life legacy planning. So it was just a really unique experience to sit back and say, ok, what makes me successful? I had a tremendous run, uh, with the university of wisconsin foundation and had the privilege and opportunity to raise millions of dollars. And as i look back, i realize it’s not just the methods i use, but it’s a mind set that i brought to the business that’s, the mindset that i brought to my work. So i focused my coaching and consulting on a twofold process. One is not just what is the donor thinking? We talk about that? No, no, no, no, no. I’m saying, what are you thinking what’s going on in your head? What do you asking yourself? And that just is important and i think more, tony, then how do we write a good letter? And how what? How many visits should we make in a month and some of those kind of best practices? And how is this mindset that we bring? And i’m glad we have a full hour to talk about it going to bring joy to our donors. What’s the connection? Sure. Excellent question already, it’s only. My second one already has blown. Now. The rest are all going to be lackluster questions. But all right, we have the pinnacle. Now. We’re trailing off already bad questions to come hyre tony that’s, something that really touched my heart because when you’re with somebody was not authentic, you feel it right away when you’re with somebody who’s saying, okay, man, if i asked this question or talk to them about their passions or get into their head about, maybe i’ll get the money, and i’m not saying where scheming is that. But when you think about some of the words we use, right, well, whether you’re a suspect, because i’m not sure if you have enough money or interest yet to be a prospect hyre how does that really make somebody feel? So this whole idea of what goes on in our heads, the words we use, earl nightingale said in a program called the strangest secret in nineteen fifty seven, which was, by the way, the first vulcan recording to sell a million copies, he said, our success is determined by what we think we become, what we think about so when we are thinking sincerely in authentically about how can we provide an opportunity for this person sitting across from us two and back in a cause that gives them excitement and joy? It totally shift the relationship building experience, and it gives that donor a completely different outcome not on ly the direct impact they’re giving has but this sense of joy. You know that when you actually write a check to tony charity charity tony, it releases and yeah, it’s ah, writes that you’re the pleasure writes, the pleasure centers in the brain are activated when you do a charitable act. Yeah, i have ah, i do a keynote called, show your love and raise more money. And i in there i make the point that i want us to avoid the construction metaphors, like building relationships and starting a foundation. Ah, foundation, you know, a foundation for the relationship, and i also avoid as much as i can, sometimes i lapse into it, but and prospekt, you know, i like potential donor. I suspect i i’ve gotten away from that that that i’m pretty good about not using, but occasionally lapse in tow prospect instead of potential donor or, you know, it’s sort of thes air and the construction metaphors, they’re dehumanizing terms they are yeah, i love that. Yes, they’re dehumanizing terms, you know, and just even some of the things in all of my years, i’ve never hit anyone up for money. You know, i’ve never hit anybody. And things like let’s get into their packets? No, they’re loaded. And even some of the things that are maybe more subtle that they’ve so benefitted from organization they should give, they oughta give they always. And who are we to tell somebody else what they should or ought to do with their dollars with their money? So your concern is that the way we think about it, potential donors and donors and the way we talk about them, hopefully behind the scenes in our office, in our conferences, um, is going to transcend those situations and and into our relationships with the people that were were dehumanizing. You bet on let’s get real let’s. Get real direct about it. You just said, well, how we talk about them behind their, you know, basically behind their back. Yeah. Yeah, well, it well, yeah. That’s, that’s the nature of our business. I’m getting a real echo in my head. But i would stake my team that i would never want to talk about a donor behind their back differently than i would talk to them. Yeah, well, that’s a that’s, a that’s. A policy to for written written notes. And you? Know, preserving, preserving things in our cr m you should never write something that you wouldn’t want the person to treat. Yeah. Okay. Um, and i have that really happened to me once. Tony, i had a a woman that was working on a very major investment with the university. And and we had a brand new students on board of the foundation that helped with little mailings. And these kinds of things in her gift have qualified her to be part of one of our honorary organization. So there was a certificate, and i know that you’re not wild about all these things in nor nor am i. But this is kind of what we did. And there’s a certificate that got mailed out. Well, this new students not knowing any better, took her entire record and stuck that was attached to the certificate simply to give her the proper mailing address. Well, she kept the whole thing in the inn with a certificate, mailed it to the donor. Oh, my god. I know well, and how i found out was i got this phone call and this and this girl said to me hi, marcy, you know, i got and i went hello, let’s call er, gladys, i said him oh, gladys, how are you today? And she said, fine and i said, did you get your you know, your certificate? And she said, yes, i did it’s lovely, but i also got another sheet of paper with it, and i said, what was that, gladys? And she said, well, it says, matt with gladys, talk to her about tony, can you imagine? Yeah, oh, my god, you’re yeah, i mean, i almost died back there on the spot gotomeeting her contact, yes, it’s a good thing that wasn’t gladys, gladys kravitz from bewitched should be like, i never remember gladys kravitz, you good thing that wasn’t wait to take a break for a moment or two, everybody else stay with us more on morsi, more with morsi hime bring joy to your donors. 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. Marcie. I’m you’re still there right now. Here you come back, okay? We have better connection this time. Thank you very much. Um, so what we think is what we become. Can you say a little more about that? We become what we think about so it’s not something. You know, tony, i think people roll their eyes a little bit and say, yeah, yeah, yeah, but but truly, what do we plant in our heads? And we planned in our heads the words that we use, the things that we watch the shows, we watch, the conversations we have, the people we surround ourselves with, and we’re influenced by what people say to us were influenced by our own history by what we were brought up with. You know, for example, if i said to you, tony finished these sentences, money doesn’t grow on trees, blank, rick. Very filthy rich is what most people that’s gross. I didn’t think of that well, i did now, but no very kayman things that those are things that are in our in our heads and some of our feelings about money, some of our some of the things that we have been exposed too far, and i’m not saying our parents weren’t wonderful people or that they did something wrong or right, i’m just saying we’ve got these thoughts, we’ve got these things in our heads, and we need to deal with them, especially when it comes to raising dollars, especially when it comes to the kind of self talk we give ourselves. How many times do we ask ourselves questions? Like, why am i so bad at this? Or why can’t i get how to do this thing on the computer? Or, you know why those air all the negative? Those are all negative questions. Why am i so crummy at this? Why am i so? But why don’t i have more money? Why don’t i have a bigger house? Why don’t i have a nicer car? I mean that that’s all negative self talk, right? And and it’s a lot of times it’s in the form of a question and there’s some wonderful new research that’s happening here at the university, wisconsin and other places that talks about our minds. Tony being kind of like one great big google, you know, when we ask ourself one of those questions like, why am i always late? Our mind will quickly say up you’re late here and you’re late here in your late here, and it’ll google all of those times and throw it right to us. Well, that’s because yeah, but that’s because that’s, the way you frame the question there’s ah there’s, somebody is interesting. Ah, this i don’t know. I don’t know if this person listens to this show regularly, but she he or she tweets very actively on twitter he or she is at the-whiny-donor andi and we have some back and forth because sometimes the person will post things they’re whining about and then i don’t necessarily agree are as bad as you, she thinks, but you know, you’re making me think of the-whiny-donor so that person is always looking for oh, and i should give a little explosion they there there? Ah, twitter profile. Says that there on i think they’re onto boards and at least one of those is a development committee board position but could be both but you know, they’re they’re in fund-raising on on a volunteer level and that’s, why and there’s other at the-whiny-donor and you’re making me think of that person because they’re always there always looking for things to whine about. It’s it’s, how we frame the question that google is goingto answer right? Our google mind is goingto answer based on how how we weren’t it, okay, exactly, and i think that that’s something we need to consciously manage. So in my more major gift workshops and in a lot of my teaching and in a lot of my consultancy, i work with kind of the coaching for the mindset as well as are we using best press practice method? So let me give you a couple of examples about way to reframe these and, you know, i’m sure tony, you’ve heard of affirmations where you make this statement, as if it’s already happened. The problem with that is a lot of times we don’t buy the statement our own hat is saying, like like, the easiest way to think about it is is i don’t, but i would like to weigh one hundred and thirty eight pounds, right? So i stand in front of the mirror and i say i weigh one hundred and thirty eight pounds. Well, i looked back at that. I don’t know, you don’t yeah, right. So part of what the power of asking these questions is, is it becomes something where what we’re really doing is empowering our wonderful mind to pull a pull forward those times when we’ve been successful, to pull and to build on those. So for example, why am i always late becomes, why am i such a non time kind of gal? And i have times that come to mind when when that happens, why? Why does my work take me away from my family boy and development? I hear i’m working all the time. I don’t have enough time for my family. Why am i in this business is so hard. Well, why do i do such a great job of prioritizing what’s? Most important in my work and life, marcie, how, before we start to make these mindset changes, how did we just become aware and conscious of what we’re doing, you know, it’s it’s so ubiquitous, where i mentioned conferences and and the office meetings, you know, these things, they’re reinforced the mindset that you’re trying to move us away from is so reinforced. How can we raise our own consciousness? That’s a really good question, another one. I got two in two in twenty minutes, sometimes people will say, you know, i’m not sure i talk to myself. I talk to myself what i want if i talk to myself, you are talking to yourself, um, there’s some statistic out there, and i’m sorry, tony, i can’t quota, but that we we give ourselves, like sixty thousand messages a day or something like that or we hear him. But it’s, some astronomical number and i think you have to step back and try to be more present. Try to be more aware how does what you’re hearing impact, how you’re feeling and the reason that’s important is what we hear, how we feel impacts what action we take. How does what feel impact what action we take, right? Okay. So so you say you here, boy. It’s really hard to get those first appointment that’s just really hard to do, you know it. And then we say, yeah, you know, and people don’t really want to hear from us there asked, you know, they ask about money all the time, and you’re just another one of those pesky phone calls. Well, that how is that going to empower you and put you in the right frame of mind to make phone calls to set up appointments with your donors? You know, again it’s that negative it’s the it’s, the negative perspective versus the, you know, sort of. Why am i how come i do so well? What is it that makes me do so well at getting the calls, getting the meetings that i do get? Marcie, let me just give me a moment because i have to shout out someone on twitter. Margo o’malley, she’s she’s, new to non-profit radio just discovered her recently and she’s live tweeting the show she’s using the hashtag non-profit radio and on twitter she is at margo underscore om and margo is m a r g a u x then underscore om we’ll go. Welcome to non-profit radio. Thank you so much for live tweeting today very much appreciate it live listen love to you margo i’m sorry, marcie. I’m hope you don’t mind me shouting out live listeners i love it! Thank you, it’s fun that’s. Why i do the show live even though you know there’s ten thousand people listen everywhere else any time other than one to two eastern on friday. But for the people who do know it’s a rush even when there’s sometimes there’s a tiny number but it’s always fun. Okay? We’re helping your helping me raise my consciousness raised, helping us raise our consciousness about this money. Let me tell you why this is so important in a nutshell, because the things that we say to ourselves impact how we feel about ourselves. So take that into the realm of development work. You know the words we use the way we feel about ourselves, our vocabulary project onto others. How we feel about this business that we do this what i call an honorable and noble profession. I agree with that. Yeah, yeah. Marcie, let me saying to ourselves, well, i’m i’m going to see if you’re a suspect and they turn you into a prospect by having a qualifying session on you at which i’m going to move you and then i’ll pitch you and i’ll close you how how can we how can we feel joy about what we’re doing and let’s look at why do people get into non-profit work? Ninety percent of them will say they got involved in it not because they came out of the womb saying, gee, i want to be a fundraiser. No, they were passionate about the cause they got involved in, they believed they were making a difference on planet earth, so we take that passion and turn it into well, i’m gonna hit you up and i’m going to move you, then i’ll pitch you, then i’ll close you to give money to this cause and there’s a really, really what’s the word i’m trying you smacking you smacking your head there was that with that, you’re gonna knock yourself out. We got marty, you got to show for that half hour don’t no, i can’t call nine hundred eleven where i don’t know what city you’re calling from madison, wisconsin, i think, but i can’t get nine eleven there, so keep your self conscious please. Snap your fingers if you stop snapping its back in your head. You know, let me let me get a little personal with this for me. Um, i feel like i don’t do enough speaking. I would like mohr speaking engagements and there are people who think i speak a lot and i guess i hold my own, but i would like to do more. And you know what i am and you know how i always approach it. How come i don’t do how come i don’t get more speaking gigs, right? So, yeah, yeah, i should be asking, why are people on the phone right now? Ready to call me about a speaking engagement? Why are people so eager to book me to speak at their next event? Cool. Yeah. The phone is ringing, sam. Just marcy. The phone just rang for sam. Just picked up the phone in the studio. Somebody somebody’s calling so what’s going on, sam, get them get their number. Okay. No, i’m seriously, buddy. I have a witness just when you said that the phone rang and sam picked it up. He’s multitasking, he’s pretty producing the show he’s watching the hashtag non-profit radio picking up the phone he’s booking my speaking gigs. Example give you twenty per cent. Okay, now i’m sorry, marcy. Go ahead. Sorry, i cannot tell you, and i know that there are people that think it’s kind of cool, but if you ask people, do they ever have parking karma? Well, what is parking karma, parking karma when you’re driving up to a place and you’re saying, why is somebody pulling out right now so that i have a place to park? Yeah, yeah. Worked like a charm. All right? You took it away from my speaking and you went to the mundane act of parking spaces. But i’ll forgive you. I’ll still keep you on the other. The remaining forty minutes. Right, tony? I’ll give you something active todo. This is what i want todo for me. Yeah, i will. This is like this, like, live coaching. I’m getting oh, my gosh. Yeah, i were two things that i want you to do. The first thing i want you to do is ask yourself twice a day, morning and night. Why are speaking gig coming to me in such great abundance? Did you write that down? I am i’m only on the words, i’m only onward gigs why are speaking gigs coming to me in such great abundance? Okay, i got it, and then the second thing i want you to do is, however you keep your files. Now you’re probably more elektronik, but i want you to put in speaking gig one speaking, get to speaking, get three and actually place them in your filing system, waiting to be filled with your next three speaking opportunities. So you’re prepared, you’ve made a place for your next three speaking opportunities, okay, i’m gonna put that, so i put them into my filing system on and my hard drive, ok, okay, i will tell you that i used to put in open file folders where i kept my back back in the day when i have and i still believe in paper files for some things i don’t ever i don’t know that i’ll ever be a time. I’ll be comfortable being all electronic but that’s a different conversation, and i would brandon lee put these empty file folders that said that said major giver one major, give her two major geever three and people would actually come. Into my perspective giver universe in the exact alphabet, where i plopped those files. Oh, you’re really, yeah, i was to say you’re kidding, but i know you’re not getting really you could you could. You could tell what letter, their last name, because it was a start, didn’t i just randomly put him in there, but that is the power of positive thinking, it’s, just incredible, it’s. Amazing how it can change your life, and this is going to convert to better relationships and happier, happier, joyful donors, exactly and let’s. Right? And how it converts to your joyful donors is is your donors? I don’t want a relationship with you based on their money. They want a real relationship with you. And if you are coming at them strictly with how do i get them to give me money? That’s exactly the kind of relationship you’re going to form now. Will you raise dollars? Sure you will. Will you be wildly successful? Successful? No, you won’t. Yeah, and you’re going to encourage people to have twitter ideas like at the-whiny-donor. All right, marcy. Marcy, indulge me for a couple minutes. Because there’s a lot more with you coming up first. Pursuant, they help you raise more money. It’s that simple. You need to help you can’t you can’t make it any simpler. Their online tools are perfect for small and midsize non-profits because they are ala carte. Choose what you need like velocity to keep you on task and goal oriented. It was developed for pursuing two fund-raising consultants. They saw so much value in it helping so many non-profits raise money that they rolled it out directly to non-profits so you can use it without the consultant. Use it. Yourself get the value you need without that consultant relationship that you don’t need if you’re managing your own’s fund-raising small shop, mid size shop, take a look at velocity and it’s at pursuing dot com now for tony’s take two thank you. I am so grateful that so many of you support this show however it is, you do it, you know most of you by listening, but if you’re just getting the emails each week that i send, by the way i sent an email every thursday tells you the guests are that weak. I don’t know if those people who get that email or listening each week or they’re just looking for guests that they find are going to be valuable for them. But if you’re just getting the email each week so grateful to you, thank you, and if you want to get the email and you’re not goto tony martignetti dot com and in the upper right click the email icon consign up there, but i’m not tryingto promote i’m trying to say thank you if you’re letting me in your inbox each week, thank you very much. I’m grateful, of course, twitter is great. Way to get me ah number of people with me on twitter at tony martignetti and i’m grateful for the retweets of the show content and the guests that promote the show through twitter and people you know, using twitter toe share valuable content. That’s what i try to do not just about the show, but anything that i find on our social media manager finds susan, that is going to be valuable for small and midsize shops, so thank you if you’re with me on twitter, facebook, lots of fans. They’re the page post two takeaways there every friday post listener of weak pictures there, um and there’s content every every day in between there’s a it’s, a it’s, a very active page. So if you’re with me on facebook, thank you for doing that. And of course, you know, if you’re listening lots of subscribers i hadn’t even checked the subscriber number lately, but overall the listener numbers increase, you know, it’s just over ten thousand, you know, like the ten thousand to three hundred number roughly andi, i’m always grateful for that you’re you’re getting value from the show, which makes me feel good, i mean that’s. Why i’m here to give you value and the numbers increase steadily or, you know, they stay steady and then increase so you know what i don’t see is lots of declines. So that’s a very good sign you’re getting value from it, and i thank you very much for appreciating the chauffeur, listening to the show our affiliate stations, you know, you’re not listening podcast oh, our itunes or stitcher or some, you know, online platform your your station is carrying non-profit radio and i am very grateful if you can feed back to the station, let them know that you listen, that would be wonderful because that’s really the only way they’re going to know how many listeners they have at your station, so that would be terrific, but just the fact that you’re listening throughout the country on our affiliate stations. Thank you so, so much. However it is you’re thinking of supporting and loving non-profit radio. I’m grateful. Thanks so much. That’s. Tony’s, take two here is marcy. Hi. I’m continuing with bring joy to your donor’s. Marcie, i’m welcome back. You’re one of them. Thank you. You’re going right. Why friday? The thirteenth, the best. Day for me to be with tony that’s how i started my day. Really? No, you didn’t you don’t start today that way. I did it all right. Only in practice. What i preach, i get up the first thing i say when i get out of bed in the morning my feet hit the floor is i say, i love my life the second thing i do is, i repeat, anywhere from five to ten empowering questions that i ask myself, i do what i encourage others to do because it has made such a tremendous difference in my life and my work and my success and my happiness and my joy let’s talk about some questions that fund-raising that comes back to this whole idea. Fund-raising well, we’re okay, wait, wait, wait. You’re you’re a bit of an anarchist you’re taking over the show. It’s tony martignetti non-profit radio not marcie, i’m non-profit radio. Watch it. I put you off way excited to get to these. We’ll have sam cut you off and i’ll tap dance for half an hour. Don’t worry about it, okay? No, wait, wait. Before we get to the questions we were, i don’t think we spent enough time on changing your mind? Set you as the fundraiser, changing your mind set so that you can empower yourself to have these create relationships that create joyful donors. Could spend some more time with that. Changing your own mindset. No, you don’t want to. Well, tony, that i think that that’s what i was trying to say. So let me start with a little bit older, and that is that first up, you have to first off it’s some level you have to take on that this is balance. So you’re not to say, oh, my gosh, that woman why did he have her on? And i will tell you that when i look out in my speaking audiences, i couldjust pick him out. I can pick out the people that are going okay, put the pan away. This is going to be one of those sessions. And then what fun is that? If they hang in there with me, they will get to the point where they come around saying, gosh, i really would like to be able to raise dollars like this. I think i might just wanna listen to this or instead of shutting down with those feelings like oh, i’ve heard this before. Yeah, yeah, yeah, i know all about that now. We got one of those positive people in our office drives me nuts. So if they will step back and be sincere about looking at it, one of the ways that most quickly you can change this mindset is to simply try saying what disempowering questions do i ask myself? So you have to be a little self aware and then to say, how can i change that into ah, into an empowering question into a positive questions? Okay? And you have given us ah, good number of examples, including for me. Thank you. I’m going to be working on why are speaking gigs coming to me with such great abundance? All right, all right. I’m gonna work on that each day. But now you gave us other examples to all right? You know, this is, uh, it’s really? You know, it requires introspection, right? Okay. Okay. Months and come back down to again that that, you know, what’s what’s in ourselves. What’s inside of us comes out of our mouth what’s in your head comes out of your mouth within your head comes out of your mouth. You know, if you’ve ever tried if you’re ever really annoyed with somebody and you think i’m just gonna let this go i am not going toe. This is not going to eat away at me, i’m gonna and you don’t deal with it somehow. You don’t either consciously forgive it or you write it down on something and rip it up or throw it away. You know? They’ll come that day when you’re tired or that person comes in front of you and you say, uh, you’re doing this and i hate it when you do this and i hated one of you better data and it comes out, you what’s inside with inside will will matriculated out if we don’t if we don’t challenge it or deal with it a lot of times, it’s fear based its anger based, um and those are things that we have to we have to look at in our world of may i talk about they i talked only about our world of raising major dollars. And now these questions class over from our personal side to our more professional side. Yeah. Ok, there’s. Some other places i want to go to. So go ahead, take a minute. Yeah, but i think about you know what kinds of questions do it. Why is it so hard to raise money? So many lack mindsets that aaron arm you. Know there’s not enough out there. Uh, why would people give to this organization when therefore others that do the same thing? Or why would they give here? They think the government should fund this, um, or it’s just so hard about, you know, why is it so hard to talk about asking for money? And i like you instead. Really? Look at some of those questions and say, why does money come to me and so easily? Why are people so eager to meet with me about my mission? Why is this project attracting so many supporters? Why are people so eager to support my organization? Why do people, tony? Why do people have more than enough money to invest in my organisation in this cause? All right, why do i take just the right step to match perspective givers with my mission. Okay. All right. All all positive. Excellent. And what i love about podcast is people could go back and slide the slider back two minutes or so and hear all those again and again. I hope they do. Marshall what’s your you have the relationship action plan. What is that? Well, i’m sure that many of your listeners are familiar with kind of a cycle development or a cycle of fund-raising and and i had to redo that because it didn’t work for me. That’s the moves you’re referring to moves management? Yeah, kind of in the fact that we have cultivation, solicitation and stewardship and, you know, we cultivate allowed in wisconsin, but it’s for corn cheese cheese, too? Well, yeah, you know, actually, i’m in new york and why i just eat it or whatever, just you just keep producing it and shipping it over here, and we’ll eat it in new york. I don’t have to i don’t know the back story it’s a deal, but instead there’s a fella and his name is doug loss and he’s in texas, and he has been a consultant in our universe for years and years and years, and i still respect and admire him. And he said, philanthropy, this is how we defined philanthropy. Philanthropy is the mystical mingling so it’s, not an exact science. I’m a biochemist by training, by the way, so i get exact science. But philanthropy is the mystical mingling of a joyous giver, an artful askar and a grateful recipient. No that’s cool. Say that one more time. So say one more time philanthropy is the mystical mingling of a joyous giver, an artful askar and a grateful recipient. Yeah, all right. And that’s, the whole premise of my book, tony, and and what we’ve done is we put that on a cycle my colleague don grey and i where were instead of cultivation, we create a joyful giver where, instead of solicitation, we make an artful act where, instead of stewardship, we demonstrate how were the grateful recipient, we demonstrate that appreciation and that’s the cycle that we want to go around. And so you ask me about a relationship action plan. What a relationship action plan. Is there a rap? Is that kind of our thoughtful, considered no siri’s of touches that we do with our major donors? Or i’ll tell you, tony, my students are telling me that it’s not just limited to major donors, that it can be used in the annual fund, that it can be used to recruit a boardmember that it it really is appropriate for almost every aspect of my life. My sixteen year old uses it to talk about why he shouldn’t have to make his bed so it can be applied a lot of different ways. But that rap, of course, is the rap is our a p not woronkowicz correct, there’ll be a warped. You don’t want a work relationship action plan that will be a rap also, but no, no, i don’t want the red line through that. We don’t want the world to plan we want just are you okay? But it’s our thoughtful plan for what we’re doing it’s not justice, you know i’m gonna wing it. Um especially are major donors they’re way too important. I respect them. I’m i’m concerned and vested in them having the best experience they can have with my organization. I want them. And one of the things that we tend to forget about it is we we make that our phil ask and they say yes and then we say great. Now, where’s the next one, i’m going to go out and ask for money for no, no, no, no, no that’s when we really have to say how can i really be that grateful recipient? What things can i do with them? What experiences can they have that? Really go beyond demonstrating the impact of their giving, but really make them recognize and feel that i appreciate what they’ve done for this organization, that we are grateful for their investment with us. You know, so often we say that it’s important to do stewardship because it leads to the next gift to me it does, but to me that’s the wrong reason to do artful and thoughtful stewardship because the donor, the giver, has the right to deserve e-giving that the donor needs to, you know it, how’d it? How should we be treating each other here on planet earth that giving the priority to saying thank you to show that sincere appreciation? One of my favorite questions for donors is to say, okay, help me understand what can i do? What what experiences, what people, what activities, what would help you best know how sincerely grateful i am that you chose to invest in this organization? Yeah, all right, i want to know that what’s the role of ah, your service, suggesting it visualizations in fund-raising. Um for me, it’s not i think that people who convince jewel eyes like i look at one of my i am a badger fans through and through and russell wilson is, of course, somebody who played with the badgers now is with the seattle seahawks and he talking about sports now, i don’t know anything about sports is best is basketball, the one with home runs, no basketball one that’s going on right now for the badgers, tony, that i’m sacrificing being with badgers, okay, that’s, obviously a wisconsin team. Okay, good. I hope the badgers do well, i don’t know them, but go ahead, but try not to do too deep into sports because you’ll lose me, okay? I think that a lot of time in that arena, though, we talk about the fact that people see something happening before it happens. That to me is visual ization on, and i guess i used visualization in the world of major gift fund-raising in that, um, and that i do see donors that i’m working with, happy with their giving outcomes. I do take time to see people down the road, delighted with what they’ve done and i try to spend some time seeing that. But i’m not as good at that as i am actually asking my questions. That’s. Why i come back to the questions, because the questions draw my thoughts to the positive side. All right, marcie, i want you to work on something. I want you to work on something each day. I want you to ask, why am i such a good visual izer? We’re going to we’re going to beef up here. We’re going to beef up your visualization skills. All right? Why am i such a good visual, isar? Because these air interesting, you know, i visualize sometimes when i’m sending e mail, i try, i don’t i’ve never pulled the recipients, so i don’t know whether this has any validity whatsoever, so it could just be me spewing nonsense, but sometimes i try to convey emotion in an email when i don’t have a choice. I don’t have time for the call or i know the person’s not available or whatever the situation, because i try not to use email for serious conversations, but when i have to, for some reason i try to visualize the way the person is receiving it, and and i think about the emotion that i’m sending it with. I don’t know if it does any good, but like i said, i have no nothing to back that up, but it’s ah it’s a form of visualization, i think tony and i think that one, because if there’s anything, and in fact, i’m going to embrace your question just with that way, because if i could have back the time that i’ve heard other people through email when the way they interpret it. What i said totally is a surprise to me. Really still no that’s, not at all what i meant by those words. I got this an email i think can be so misunderstood. Oh, gosh. And sometimes and a lot of time, folks will say to me that they spend, you know, they spend a half an hour writing a three sentence email because it’s so important to them that the words are not misunderstood. So i think that’s an excellent, excellent strategy. Why am i such a good visual, isar? And as i send that email, i’m gonna match in the other person, opening that email up and reading it withy intense, the intentions spirit with which i sent it. We have to take braking again, marcie, for a couple moments hanging there with us. I know you will. You not go anywhere. We’ll talk a little about attracting what you want for your donors and some mindfulness, which were all touching around, but we’ll get to it specifically 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 or neo-sage 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 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. I’m jonah helper, author of date your donors. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Oppcoll dahna helper has a new book coming out. We’re gonna get him on when when that book is released, more live listen, love it’s incredible, the abundance i’m not even visualizing, and the abundance is coming. Somerville, new jersey live listener live out the somerville, new jersey and flushing, new york live listener lived to you going abroad. Masato job japan! Konnichiwa and islamabad, pakistan live listener lived to you as well. Okay, marcy, i’m ah, so you will. You will take time to be in your office and you will visualize your donors being a specific donorsearch being joyful about their gift don’t have that right. I think tony it’s more that everything i do. I approach the whole idea of raising money from the place of i want to do i want to be the conduit between between but the mission and what will bring my donor the most joy in investing in and my Job is to partner those 2 things together. And when i come to it from that perspective instead of gee, how can i get him to give? How can i get the money? You know, you know, do i need to talk to him this what if i do this? What if i do that? That kind of manipulative approach it just makes for a different relationship? And the reason that it’s so exciting for me to have been at the same place for so long is i really experienced what we talk about, where a donor may start with the annual fund. Not everybody does this path the same way i realize that, but then they start making they start making larger gift, and eventually, when you work with them on that ultimate gift, that the transformational gift when you’ve had of the opportunity, the privilege, tow, walk side by side with that donor over a lifetime of e-giving if it’s just really inspiring, just really a great thing to experience and see that the joy that donors have in investing and if we talk to them from a lack perspective, if we say to them are are we don’t have enough money scarcity costs are going up and pour us, and we’re victims means tony, how many successful victims you know? You’re talking about the scarcity mindset versus the versus abundance? Okay, you know, i saw something on your site a tte marcie, i’m dot com nothing, nothing changes if you don’t change hi. So that’s basically you’re saying, if you keep doing the same things, you’re going to get the same outcomes, right? All right, right. And and that’s where? That’s where tony i am, i am really bringing some difference from different skills than i ever thought i would dio into my work with people in the nonprofit world because i found that they see so many how to you know how to write a letter, you know how to make a major gift call how to do this out of you know how, how to when what they really have to stop and spend time on is what’s going on in my head, that’s getting in the way of me, really working with the donors i’m trying to work with, uh and a lot of times there’s, some there’s, some lack mindsets, there’s, some insecurities, there’s, some real fears. There’s some really mindsets about money. Money is the root of all evil. You know that there’s junk going on. And that, i believe, gets in the way of our success more than some of our skill set. But yet we keep gravitating towards that. Skillsets you know, i’ve got it. I’ve just got to know more about planned giving vehicles. Boy, it’s really prevalent and in your area, tony, you know, oh, if i just knew more about it, no stock and the fact that you can deduct it for thirty percent of our adjusted gross income here, the gifts. And five years after, i just knew more of the hat. When really it’s it’s, about what are once too accomplish in having our organization, something they’re so passionate about, be able to do their good work and into perpetuity. No, marcy want to share a story about a joyful donor? Oh, boy, there’s nobody that come to mind. I don’t think i will learn what to do with the cranberry grower. I’m from wisconsin, okay? And his name is guy and please, he was somebody who was involved only as an annual donor until his father got to be older and he was going to take over the crime. Very marsh. And he came to me and he said he wanted to do something something. You know, i didn’t know you wanted to do something for his father and and his father’s health was a little bit challenged. So we talked about what that might look like, and we talked about, you know, and i we talked about what would make him forever feel excited and delighted every time he i thought about what he had done in honor of his father started out in honor of his father, and we looked at what that be connected is being a student. Now his dad really wasn’t a student, he waas. But his dad wasn’t what that be know what that be? Some research because certainly the research had help them be successful. Not went really be he do a lot. Of the researchers. Well, well, actually, that’s. Where it is it’s, about no it’s about the relationship he had with some of the faculty who came out and helped him when he had troubles with the cranberries. And whether that was in off paston, insect, past whatever it was. And so we ended up looking at. In tao ing of researcher two be ableto focus solely on cranberry issues at the university, and eventually the gift that he made through a variety of of different investment was to endow a chair in cranberry research, and his father lived for the first chair to be awarded, and i’ll never forget the day. I mean, i will never forget the day where his dad beamed and he beamed and there was nothing manipulative about it. There was nothing it was it was a marvelous journey towards that outcome, and to this day guy is is pleased and honored and delighted to share that story of what he did in honor of his dad with anybody who would like to hear it most wasn’t important about it is i’ve long since left the university and he’s gone, but we still exchange holiday greetings and we’re still friends, and i understand that you can’t get too close to your donors, and yes, we’re professionals and all of that. But you know what? There? They’re sharing with you some things that are very personal way. We have to leave it there. Marcie. I’m sorry to cut you off. Martin. Marcy, we have to leave it there. I’m sorry, the why do i not have more time with to spend with marcie? I’m but i don’t you’ll find her at marcy, i’m dot com and on twitter at marcy hime thank you very, very much for sharing. Thank you. Tony was delightful to be here next week. I just don’t know have i ever let you down? Sue me if you have to, but you know it’s going to be a good show just don’t know what it’s going to be if you missed any part of today’s show, i castigate you find it on tony martignetti dot com i was just i just don’t know aboutthe singing this year does not sure responsive by pursuing online tools for small and midsize non-profits data driven and technology enabled pursuing dot com, our creative producer is claire meyerhoff sam lever, which is the line producer gavin dollars are am and fm outreach director. The show’s social media is by dina russell on our music is by scott stein thank you for that information. Scott be with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great. Kayman 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 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 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.

Video Playlists From Nonprofit Radio

Here are three playlists from over 100 interviews that I’ve shot at conferences like Nonprofit Technology Conference (NTC), National Conference on Philanthropic Planning (NCPP) & Fundraising Day. The playlists are Planned GivingSocial Media, & Donor Relations.

Playlists:

Nonprofit Radio for July 8, 2016: Everyone’s A Winner & Political Giving

Big Nonprofit Ideas for the Other 95%

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My Guests:

Steve Daigneault: Everyone’s A Winner

IMG_3097When it comes to digital testing and learning from the results, there are no losers. Steve Daigneault and I step through lots of tests on font type and size; wording; single-button versus multi-button appeals; and several more. He’s senior vice president at M+R consulting and we talked at the 2016 Nonprofit Technology Conference.

 

Maria Semple: Political Giving

Maria Semple

What’s the value of knowing your potential donors’ political donations and where do you find the info? Maria Semple is our prospect research contributor and The Prospect Finder. Her latest book is “Magnify Your Business.

 


Top Trends. Sound Advice. Lively Conversation.

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host oh, i’m glad you’re with me. I’d suffer the embarrassment of dis navia if you talked about missing today’s show everyone’s a winner when it comes to digital testing and learning from the results, there are no losers. Steve daniela and i stepped through lots of tests on fun type and size wording, single button versus multi button appeals and several more he’s, senior vice president at m and r consulting, and we talked at the twenty sixteen non-profit technology conference and political giving what’s the value of knowing your potential donors, political donations and where do you find the info plus summer conference is you need to know about maria? Simple is our prospect research contributor and the prospect find her on tony’s take two time off. We’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com here is steve danu with me from the non-profit technology conference. Welcome to tony martignetti non-profit radio coverage of sixteen ntc the non-profit technology conference this is also part of an tck conversations. You know where we are. We’re in san jose, california, at the convention center. My guest is steve danu, he’s, vice president at m and r, and i’m going to talk very shortly. First, have to do the obligatory ah swag item for this interview, which is a coaster and t shirt from. Q give, and they are color coordinated. If you’re watching the video, you can see that if you’re not watching the video, you can go. Teo riel, ariel, tony martignetti, which is my youtube channel, and find the video there. This joins our swag swag pile for the conference. Not much of a thud on that one. Sometimes they thought, you know very hard, but not that. Steve. Welcome. Welcome, todo. Thank you. You are senior vice president at m and r what is m and r? We’re em plus sign on. Plus our yeah, exactly where, eh? Ah, consulting agency. We have one hundred five people around the country working to make change in the world. We will only work with non-profits sixty five of our staff for sixty seven work on our digital team doing digital fund-raising and advocacy strategy campaigns reporting acquisition fund-raising all that’s alright and those sixty five are related. Tio what? We’re going to talk about your your session topic was step right up. Everyone’s a winner that’s because you ran it like a sort of a carnival sideshow type. Correct, but the the meat of it is bunch of digital tests exactly you’ve you’ve done or you’ve seen done or yeah, no, they’re they’re actually. Ah, digital test that we have conducted with our clients just in the last six to twelve months. So they’re actually recent tests very current and the audience was to vote up or down whether this was ah, successor. A failed test item. Exactly. We had scorecards. People voted, they kept score. And at the end, we had a winner on a carnival prize that we give away what you give away the giant stuffed pink teddy bear which was very embarrassing to carry around. And we encourage the person to carry around all conference. I have not seen it. I know i haven’t either. So i don’t know what happened. Then maybe the person is s o committed teo, fulfilling their promise that they just decide to stay in their room. I feel if i go public on i have to wear this. Strap this thing on my back or carry it around. Yeah. No, i’m not not gonna go public, all right? So you have a bunch of we’re going to get to all of them. But you have a bunch of these digital tests? Yes, very short. And you flashed them on the screen. People voted yes or no, right? Whether this was good or bad. Exactly. Well, there was you either voted whether the control one we had a control, which is the existing version of whatever it was we’re testing against. We have the test version, which was the thing that we thought would do better. Okay. And then we had a third option, which was a thai where there really was no difference between the two. Okay, and that’s what people would vote on? All right, so let’s, get started. You’re going to use your laptop. But you also explain, since we can’t see the cards what’s gonna nudge to prospects. What does that mean? S so we actually had a bunch of these tests. Several clients of ours tested what we call a nudge, which is on a donation form where you see an ass string, various dollar handles, and we’re okay now already. Stop tony martignetti non-profit radio. We have george in jail. Oh, now everybody must not know a nascar string. And what was the other one? I don’t remember your jargon. Dale’s. Great. Serious. Okay, no, don’t scoff it, jorgen. All right, let’s. See, let me start over. He asked on a on a donation form a tte, the top of a donation form. There are little radio but ends or other buttons with ah, gift amounts. You know, like you would select a twenty five dollar gay. After you select the button with the thirty dollars gift or hundred dollar gift and that’s how you start the donation form well, on a nudge test. Well, that’s an ask drinks. So that’s called a nasty trick. That’s called a mastering. Exactly. And each of those dollar amounts inside of a butt in each of those are our, um, dollar handles. No, sorry, they’re not dollar handles, but what we’re testing is a nudge is a an arrow that points to one of those dollar amounts with a little sentence that says most people are giving one hundred dollars right now, please give what you can so it’s a is that a true statement for most of these organizations? Yes, it is a true statement, but, you know, and fund-raising sometimes there’s a little wishy washy licenses taken on way point to and say that most people give it this. Yeah, but actually, i would say most of our clients of the people we’ve worked with have you no kind of they want to be truthful on this. And they and they did. Most of the tests were actually truthful. Okay, s o okay, that’s. A nudge. So that’s a nudge exactly it’s a suggestion it’s an and so the nudge to prospects the prospects are non donors. They’re people who are on your email file who have not donated yet when they click on the appeal linked to donate, they’ll get the test version that says, you know, most people are giving this amount, and we’ve tested this a bunch of times and what’s the answer doesn’t work two percent of the time we’ve tested it, it works, it actually improves either it will improve the average gift that’s more likely, that is that’s. The place where you more likely to see on impact is on the average gift. It will improve the average gift, or sometimes it also improves the response rate. But fifty percent of the time it works all right, fifty percent of the time we tested it, it had no impact, and when we’re looking at the difference and these were all tests, we were running in the last six to twelve months. When we looked at the differences between the tests, we noticed that it was important one of the things that was important to do if you’re doing a nudge was to use language that had some urgency in it. So the ones that worked where ones that said, you know, most people are giving one hundred dollars, right now or today, something like that, and so that was that was one of the recommendations we would make. Latto organizations that want to try this is to include some kind of language that has emergency in it. Okay, 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 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 dahna well, what else we got? That’s. An excellent one nudge to prospect way learned from technical language. Okay. Yes. All right. So for a couple of groups we’ve also test. Sorry. I just had outstanding. Okay, good. Yes. Excellent. I’m sorry. No, no, no. I have information. You thank you. Thank you. We’ve also tested font type and size inside of email appeals. This is typically we have a couple of clients that have older. Ah lot of a lot of our clients have older audience, especially donors or older audiences. So we wondered if you know a font type where that maybe the letters and spacing of the letters are a little bit more open or the font size. You know, something a little bit larger would improve the response of the appeal, and in one case, it did improve it thiss was toothy aarp foundation so sort of makes sense. But it was it was a slight increase. Howto eight percent hyre conversion rate thie appeal that used instead of using aerial, it used cally brie, which is in a more open font. And the font size went from twelve point two sixteen point, so eight percent way. Through significant it is it all of these tests well are statistically significant that is the technical term, but an eight percent hyre conversion rate is a little bit better, it’s not an enormous amount, but it helps. Ok, yeah, all right, another pretty common test that we’ve run something we’ve run more than once and we’ve seen work often is a five making a five dollars suggested asked to prospect so that’s two non donors again and inside of the appeal this test in particular that i’m looking at one version had make your tax deductible gift of fifty dollars or whatever you can afford and the test version said, make your tax deductible gift right now pitch in five dollars or more and the that my boy is non-technical days are pigeon pigeon, like i’m thirteen pitch in all right, so that’s a pitching instead of making a donation? Yeah, so there’s a sort of some other differences there, but the the thing that we’ve tested more than one place is suggesting a much lower dollar ask so five dollars versus fifth and the test group in this case had a twelve percent hyre click through rate a thirty three percent hyre conversion rate. And um although the control group, which is the group that had the fifty dollar group overall, had it hyre average gift, the test group raised more money and had mohr revenue per recipient. So that ended up being the winner. So the test group, even though it had a much lower average gift overall, it converted many more donors and had generated much more revenue. I’m standing all right. It was only ten percent of the of the other asked, but it generated more revenue. Yeah. It’s. Amazing. Important. I think that’s important to point out and the conversion rate is converting a prospect to a donor. Exactly. Ok. Yes. Ok. Yes. Ok, cool to five dollars. Ask five dollar. Ask it’s. Definitely a good one to try. Pita, you know, we we we tested the five dollar asked for peeta. This was interesting. Um and it’s it’s killed it. I think that the five dollar asked generated more almost three times as much revenue as the version that didn’t have asking it on then our client contact said, well, why don’t we try ten dollar? Ask against the five dollars. See if we because the average gift was low. I mean, that is the thing that happens when you suggest five dollars. You do get people that give only five dollars. So we tested ten dollars versus the five dollars, and the five dollar asks. Still one still generated more revenue. That’s something. Yeah, now that i think it’s something i think would depend it would really vary across organisations. I think that is true for peter because, you know, we tested it for pete, and we know that’s true for their audience. At least right now it is. But for other organizations, that might not be the case. And you might see a ten dollar win. Okay, um, so adding paypal on the donation form as a payment option? We’ve tested that a couple of times. Um, and this is interesting. I think pretty much every time we’ve tested it. I would say at least if not every time, almost every time ninety percent of the time we test this, it wins. Adding paper papel helps improve the conversion rate. Um, how much it helps? Depends on the organization. We we do see that, like, for peeta again, for example, they they actually receive a fair number of international visitors and donors to their donation form, and that audience in particular likes to use paypal. I think it’s it helps to avoid the us specific fields they khun use the fields that they have in papal, and we also see that sometimes papal, adding the papal as a payment option can help improve the conversion rate of your mobile donors. People who are visiting your website on a mobile device you know, it’s a pain in the neck to kind of enter in all of those fields on a mobile device. When your aunt, when you sign into papal, all that stuff’s already entered and so you just have to enter in your user name and password and boom, you can make your gift alright, esso, in this one particular option test, i’m looking at the adding paper only improved the conversion rate by eight percent in other tests i’ve seen improve it up to thirty, forty percent. All right, another interesting test i think that i was sort of surprised by, but we’ve tested it multiple times with different organizations and it always wins is using the word renew two prospects so asking non donors instead of, you know, typically what you would do to non donors is you would send them an appeal and you would say, become a member or donate yes, ah, the test version would say instead, renew now renew your support and in this case, union of intern scientist when they tested this, the renew language had a forty eight percent hyre response rate and an eighty eight percent hyre revenue per recipient. And you said this one, although that was pay palate. You’ve always seen it increase. Oh, no, this one you know, this one to this one, this one always work to be you’re ignoring the fact that i’ve i’ve never been a member don’t insane. It is completely a lot it’s insane, it’s really weird counterintuitive what do you think is behind us? But i know i would read that say we’re how connive freakin renew. Well, what’s funny, you know, i’m i’m renewing what’s funny is, you know, sometimes when you go to these focus groups, you know, sometimes non-profits have focus groups of their donors or their supporters and though include people that are on their email lists in these focus groups that have not donated, along with people who have donated and people don’t remember they don’t even know or remember who a lot of times this is true, they’ll you’ll have non boners in a focus group talk about how they’ve made a gift and how of course they’ve supported this organization that’s remarkable and and i think it’s just it bears out that, you know, sometimes people think of their support and, you know, if they’ve taken an action or they’ve given you their email address, they feel like they are supporting you in some small way, and so maybe, you know, using this word renew sort of like, i don’t know, i don’t know what’s behind it, but that was a wild one. Let me see if i can find find the other one here because it happens every single time we test it on and it’s and it’s crazy, i would say, you know, if you took some action but didn’t donate, maybe then further your support would apply but not renew renew suggests i’ve i’ve already given i’m a member and i’m renewing my membership or renewing my gift. Yeah, eso this what drives? Me crazy. All right, great to know it is, yes, all right, let’s, get over my amazing what else we got? Um let me see here. So we ah, this was an interesting test. We ran with the central park conservancy. Um, they were you know, sometimes when you go to websites, you’ll get a little light box that pops up asking you to give your e mail address. Sign up for their email lists like boxes is not the not the hijack. Its the translucent one. Yeah. See the page. You can see the website behind it. Yes, it is. It is ajar durney term. I thought maybe you would be. I would be put in charge in jail for using the word like box. You’ve heard it before. Okay. Okay. All right. So what is the right language to use on a light box to encourage people to give their email address? That was the question we’re trying to answer. When we ran this test with central park conservancy s o we had we had a beautiful image of the park with a very simple email form to fill in your e mail address in your zip code with a button on. Three different versions were essentially testing the language inside of the light box. The first version said me see if i can pull this up a little bit bigger so i can see it love central park sign up for insider info and ways to support the park version two said get the inside scoop on central park be the first to know what’s going on in the park unearth park secrets and get special offers and mohr version three said love central park then you’ll love our emails. Ten out of ten central park squirrels agree get the best of central park delivered to your inbox s o all right, and i was i was down on number three until you invoked the squirrel naralo first line number. My voice again the first line on number three was turning me off. But ten out of ten since quarrels that one turned me. I did a complete one eighty on those three. So i’m gonna vote for version three. As as the winner. Winner yes. And ah, the one that one was the not so cute more planes playing and straightforward one which was get the inside scoop on central park. Give us your email address. Version three. The cute one with squirrels came in second, so so so it was actually version two version to one exactly, and just say it again. What version to say, version two said, get the inside scoop on central park, be the first to know what’s going on in the park, on earth park secrets, get special offers and mohr. Alright, first to know special insider people like that it’s also the most sort of straightforward one it’s like. Listen, give us your email address, we’ll give you some things back. The other ones are a little like mohr keet see, like love central park. My squirrels were cute. Yeah, disappointed. They didn’t win. All right, this was an interesting test. We ran with the american cancer society, which was. Does putting a dodie does putting a video on a donation form help? Getting a video on a donation form so this is where the person is click through already, they’ve already clicked. Donate now button yes, and they’re on the actual form they’re going to fill out. Yes. Is there a video and there’s a video embedded on the form? Exactly. And this is a very common question that non-profits have. Okay, the question is, does it raise the average? Yeah, person’s already donating so well, there has the conversion stage there. No, there, they haven’t donated yet. Well, they already committed to write. They’ve they’ve clearly made some kind of ah, they’ve done something to show some interest in donating law they would say made us took a substantial step. Yes, they have taken this step there, there on the there on, you know, they’re almost through the process of giving and a lot of non-profits want to know, like, you know, should we use these? We have this great video or they think, it’s a great video. So, you know, i think it’s subjective ah, and should we use it or not on our donation form, maybe it’ll help. And so we tested this with the american cancer society and there was no difference, okay, there was no difference. Now i won’t say that is the answer for any non-profit i think it really matters the video. I mean, what is in the video really matters that really counts. I think in this case it didn’t make a difference, and i think the people at american cancer, our clients, i think they wanted to use the video and so were like, if you want to use it that’s not having a detrimental impact, go ahead and use it. It’s fine. All right. Very, very diplomatic. Yeah, exactly. Um, you want more testers? Let’s? Do i just you scrolled through multi boat button versus single button. What was that about? Ah, sure. This was kind of a very specific tests that we ran on the website of the smithsonian. They had a promotion, sort of a promotional area on their website that encouraged people to donate, become a member or sign up for their newsletter. And so there were that that was the control it was the promotional area had three different things. Was asking the site visitors to do one of these three or all of these three things. And we felt like if we made that promotional area, just focus on one thing. We would see an increase in revenue. And so we tested the control, said, you know, there’s a little text that said make wonders happen, give jay or become a member. There’s a little bit of, you know, copy couple sentences saying why should become a member. And then there were three buns. Donate now membership get e news and the other promotional area had essentially the same text make wonders happen, give today or become a member. But there was just one button and it said, join us ah, when we tested it, there was no difference. So, uh, so your own hypothesis. Yeah, i mean, failed. But this is why we test. Yeah. I mean, i would say, actually, ah, it’s it’s ah, if we have a good hypothesis when we test it it’s never a failure, we always learn something. So what we learned was, it doesn’t matter. Okay? It doesn’t say i’m not using diplomatic language. It’s not diplomatic know fairly. There are no failure. Thie digital test whoa! There’s that’s, right, everybody’s a winner. That’s. Why you’re everyone’s a winner? Listen, like, when you are testing your learning and when you’re learning, you’re winning hyre i have nothing to say xero this is this was a super interesting test? Actually, we just got the results of this. This is a very fresh test that we just finished in january for peeta, they run are actually why i think it was in february, we ran a monthly giving recruitment campaign, huh? This. Ah, you know, we try to take one time donors and convert them to become monthly donors, because then the retention rate goes up, their value overall goes up a lot on dso. In this campaign, we tested on the donation form. You, you know that the control donation form had, eh and ask string, which that’s that’s jargon, but we’ve explained earlier, so had radio buttons where you select the gift amount. Eighteen dollars monthly, twenty one dollars monthly. Twenty five dollars monthly, thirty five dollars monthly or enter your own amount. And the test version. Had a new addition next to eighteen dollars monthly. It converted that eight that the dollars per month amount in two cents per day. So it said eighteen dollars monthly. Just sixty cents a day, twenty one dollars monthly. Just seventy cents a day. Twenty five dollars monthly. Just eighty three cents a day, and so on. When we tested this actually the cents per day lost the control that on lee had the dollar amount ah, converted mohr one time donorsearch co-branded and what i mean, there is it didn’t have there wasn’t a difference in the amount of monthly donors that converted, but when you get to the page, there is a way to not donate monthly and just donate one time as well. And the simpler ask string without the sense per day converted more one time donors and so overall it generated more revenue, and this is we’re not sure why that happened. We kind of want teo test it again, honestly, because we felt like, you know, this it helps to break down the monthly gift in a smaller amount, but very intuitive. Yeah, but and and you see, it used a lot, you know? You see it on tv and those d art direct response television ads where you see, you know, but that just means there’s well, there could be a few things going on. They don’t follow everything that every that you see other people do because they could be falling off a cliff, right? This could be organization. Specific, right? Right. You’ve made that point four times, right? You know, but i have to highlight with the first one on first when i said there’s, a lot of bad practices out there. Yeah. See something commonly done, right? It’s the best way. That’s, right? Yeah. Okay. That’s. Why we test that’s? Why? We want the winner every right. We’ve gotto give us one. Give us one. You could explain quickly. We got time for one more. One more quick one. Alright. Ah, let me see here. All right, so, here’s a quick one. Not due in less than a minute. Okay, so we’ve all seen? I don’t know, but maybe you’ve seen a lot of the the president obama donation form. It starts it’s a it’s multi step. You’ve got one screen where you select the dollar amount. You click next. The next screen you enter in your name, you click next-gen next screen versace, all of the fields on one page you tested that we’ve tested that we’ve actually tested it multiple times. We have to move ahead. Go ahead in this in this in this test that we just ran, there was no difference we’ve tested. It previously with other organizations, we have seen a improvement using the multi step form. Yeah, so sometimes it works. Sometimes it doesn’t. Sometimes it doesn’t matter. Okay, we’re going. We’re gonna leave it there. Ok? Sometimes it works. Sometimes it doesn’t. But how do you know? Test? Yes. All right. Yes. All right. He is steve danno, senior vice president at m plus r. Thank you so much. Thanks. Yeah, thanks for sharing. Great. Great. Sure. Absolutely. Thank you for being with tony martignetti non-profit radio coverage of sixteen and t c political giving with maria simple coming up first pursuant velocity it’s one of their online tools. It keeps your fundraisers on target by prioritizing their work, their activities day in weekend, week out measuring time against goal making smart decisions about what to do day in, day out, following up on time i’m filming up with donors following up on time. I don’t know what he meant by that. But following up on donorsearch meetings and potential donors and of course, the dashboards, the management tools that go along with all this fund-raising management leadership you gotta you gotta have administrative tools so that other people can see what the progresses day to day, week to week it’s all about time against goal. This tool was created to help pursuant fund-raising consultants manage their own client campaigns. That means you get the pro tool to manage your campaigns. You don’t need the consultant. You could just use their tools. Well, you got one friendraising or or it’s a whole team velocity. Check it out. It can help you raise more money. You’ll find it at pursuant dot com now, tony steak too. I urge you take time off this summer. You are in a e-giving profession. You work hard, acknowledge that accept it and in orderto give to others. You need to take care of yourself. So i beseech you, take time off this summer and disconnect. That should be mean. Ideally that’s. No email, no work phone, no work texts, no posting and social media for the week or however long you could get away it’s breaking away from work you’re giving and giving and giving you have to take for yourself. So i do urge you take some time for yourself so that you when you come back and for the rest of the year. You know, you could be at maximum giving for those people that you’re helping and working with day in and day out. Take care of yourself this summer, please. That’s tony’s take two maria simple you know her she’s, a prospect finder, she’s a trainer and speaker on prospect research. Her website is the prospect finder dot com, and her book is magnify your business tips tools of strategies for growing your business or your non-profit of course, i should say that’s, her latest book, she’s our doi end of dirt, cheap and free, you’ll find her on twitter at maria simple. We’re simple welcome back, so great to be back with you, tony. I’m very glad. Thank you. Uh, i’ve missed you. I don’t know maybe it’s been more than a month. I’m not sure if it feels like it’s been just has been too long, so i’m glad that it has been awhile. That’s that’s ok, i’m so glad to be here. Thank you very much. All right. Political giving it’s a presidential cycle that is big news, but tune into time non-profit radio for breaking news we’re in a presidential cycle this year. Uh what? What do? You think the value of knowing political donations is, well, you know, it could be interesting to track this for some of your major gift donors before seeking a visit with them. It could it could give you an indicator really, of how much they’re able to give to your organization. So, you know, it kind of speaks to that capacity piece of the picture, um, so you know, they’re regularly donating large sums of money to political campaigns, you know, they could be likely a major gift qualified, you know, candidate for your organization, um, and and also if you’re of organization happens to be, i don’t know politically charged, one way or another, it would be good to know, i suppose you know where your your donor’s life, but also, you know, maybe maybe, uh, let’s let’s say, for example, a non-profit has its its mission somehow in, you know, in arts education, and you find that your prospect has donated maybe teo somebody who’s who? Ah, a candidate or, you know, a current, um, senator, congressman, whatever it is that is also involved in creating some sort of funding for arts, education or arts organizations, you know? It would be good to know that they already have that particular, um, tensions, right, for wanting to give to your type of a cause. So it could have, you know, a number of things to do with donating to non-profits and it’s. Kind of interesting, because many of the elektronik screening tools really build that into the level of data that they provide for you. So all the major screeners bring political donations into the reporting. Well, interesting. Okay. I haven’t seen one of those lately. Now, one of things we don’t want to do is start talking politics while where having lunch with our potential donor. Yeah, it’s probably a good idea not to do that. But again, just this part of you know, when you’re when you’re sitting down doing your your your donor profile in advance of your visit with them and you’re you’re looking at all the various data points that you want to collect because you’re looking for capacity to give but also affinity, right? So in in looking again at that capacity pieces especially, you know, what are they giving politically? You know, this year over, you know, how many years of period of time you want to go back and take a look at at the donor, the political records. So, you know, you can really kind of get an interesting picture to see, you know, even, you know, has somebody given democratic and then republican and then back to democratic so it’s kind of interesting to see too sometimes, you know, are they giving across the board, or is it really very focused? E-giving in their political donations? Okay, that sounds like enough motivation, right? For why this can have value for you. Definitely. Yeah. Okay. Nothing else you want to add there? No, i think you know it’s. Just it’s a good piece of the puzzle to have in your donor’s crow file reports. I include it whenever i’m doing ah donorsearch profile for one of my clients, i always look at at whatever i consigned online in terms of political donations and just really include thie. Just a snapshot of what that political e-giving looks like. All right. Cool piece of the pie. One one thing. One thing to look at, not not to give it or undue weight. Alright, well, your are doi and of their cheap and free. So i’m hoping you’re gonna come up with some, uh, some resource. Is that that we might turn two? Absolutely. Well, really the source of all the data. Even all the other organizations that might be compiling the data. They’re all getting their initial source from the federal election commission. So that website is f e c dot gov and so that’s really the place where you know any other people that are compiling the information or getting it from anyway. So you may as well go straight to to that source and get it directly there yourselves at ftc dot gov, can i just start searching? For people’s names, you can you definitely can. You can look by individual contributor so you can have a little information is just their their their last name, their first and last name? Um, and then, you know, with with more common names, i typically like to look at the more advanced search page, you know, and stead of just looking at the portal that that gives you access to, you know, searching just by name. It’s great to be able to search by state, for example, on dh, so you would want to click on the advanced search tab for sure so that you can focus it down, especially when you have a common name, you know, it’s tony martignetti you’ll probably find him without too much trouble. Oh, yeah, i’m eminently findable doesn’t doesn’t matter. I don’t need ftc dot gov, just just new tony martignetti at the very highest levels and you’ll find it. Ok, well, now if if we know the person owns a company or controls the company or founded a company, should we, i presume also be searching that company name. You know what will happen is part of the data output you will. Get that company name um, so, interestingly enough, when when you are looking at the thie, the list of contributors uh, are you looking at a specific contributor? Let’s say and in this case where you look, you have an individual’s name, you’ve looked them up, and you found their record. You can actually get quite a number of interesting pieces data from that i’ve actually found people’s home addresses because i’ve been able to find them as giving a political donation, and they might be an unlisted person, you know, in the phone book, for example, but if i have a sense that they might be a political donor, i’ll go straight to this database and i’m able to pick up on what a home address would be. Ow goldmine there, you know, right? Yeah. Absolutely, absolutely. So you get their home address, you get their, uh, their employer name and you get there. They’re title, uh, at the company. Oh, outstanding. All right. Well, let’s, let’s, pursue these gold mine. Now i have their home address. Right where you’re the you’re the researcher. Where? Why? What can i do with that now? Well, if i were, you know, at this point, then i would say, all right, well, let’s, get a night now that we know where they live, let’s get a sense of okay, well, what? How much is that property worse? Do they own other properties, secondary homes and so forth elsewhere? And so, you know, again, that’s all part of public records, so you’ll be able to find that information pretty quickly to determine what their home is assessed that what they’re paying in taxes, property taxes? Um, you know, again, and you could do that for their primary and secondary properties that they would own now, we didn’t prep this, but can you share some of the sites that you use or maybe just one hundred for for home of home value and property taxes? Well, every at this point, pretty much all tax assessors, um, are are searchable online, even for free. There are a number of fee based services, however, what i found is that if you just google the name of let’s, say the city you’re looking for, so if you’re googling, you know, i don’t know like where i am, bridgewater in new jersey, you’ll probably be able to find it, um, sometimes is the state. Some of the local papers have a have databases. Public records type databases available like like we have here locally tow us. I usually can access a statewide database of property records. Right that way. Right through. Ah mei mei, central jersey. Dot com it’s called, but it covers the entire state of new jersey. Excellent. Okay, now you mentioned thank you for that. You mentioned secondary home addresses. How would you get that? Does that show up? Ftc dot gov also? Well, if they happen to be linking their political gifts to that address, yes, it would show up there, however, usually for me to find a secondary property. I’m looking i’m most of the time i’m using a database that i’m paying for related to property searches and most people who will have a secondary home. They still have tax bills and so forth, their address on record for that secondary property is still going to be tied to their primary property. So very often, if i know the address of the primary property, i can go into one of my fee based databases that i use and then find out what? Other properties are owned and tied to the primary property. All right, so you have to go feed based, typically to find the secondary property. Yeah, well, unless they happen to be listed, and if they are a listed person, if you have a sense, that or maybe ah, boardmember has said, you know oh, gee, they happen to own, you know, property near a ski resort in colorado on dh if you could do it, you know, a search for them online and find an ad. You know that name in, like, a four one one dot com, you know, phone record or something that might be a lead for you to at least go on. All right, all right. But at least if you get, you’re gonna get the primary from fc dot gov. Yes. Okay. Very often they will build. They’ll disclose their home address there. In some cases, they provide their there, tie it to their company address. But i find very, very often people are using more often than not. They’re using their home address for that political donations. Okay, excellent to know. And thanks for pursuing that aggression with me on on home address. But like i said, that’s gold one drill down into that. Okay, so what else? What else? We’re going to see it ftc dot geever we still there with our searches? Yes, yes. So you know, you you’ll find out how much they’ve given on dh you can actually on that advanced search page. You can actually search by a date range, right? So if you were interested in finding out, i don’t know how much money bill gates gave just over the last two years, for example, you could run such a search from that particular sight and then find out all the political donations he’s made just in a two year period of time. All right, that’s, far back as it goes two years. No, no, it goes back much further than that. But what i’m saying is you can actually focus it down, if you know, sometimes you think all right, well, is it really important to know what somebody did in nineteen, ninety seven? You know, it was like so long ago, but, you know, if you’re only looking for, you know, a little bit more currency, go back two years, five years, you know, whatever. You would consider to be current for your reporting on and you know you could make a decision in your own development office is how far back you’re interested in and collecting political data. Gotcha. Okay, you’re restricting yourself, okay? Yeah, yeah, you could definitely self restrict search. All right. Anything else about ftc? Dot gov? I want i want exhaust this free research. I mean, free. Oh, yeah, there’s actually is actually a lot more to talk about. So one of the interesting things that you can do but should not dio is you can do you know, we’ve talked about proactive ah, prospecting tony in the past where we’ve said, all right, well, how can you go out and mine a database so that you’re coming up with names of new new names of people? Right? That’s, that’s a big thing for non-profits who are the other wealthy people in the community or whatever? Right? So you hand mind the data in such a way to find out, put in a zip code and find out who are all the hyre political donors in that zip code. However, you have to be extremely careful. There are there are rules there’s something called the sale and use restrictions of the data, and they say that they saw the data. Have you ever heard that term before? Yeah, they put bogus ones in that that are like fcc employees. Yeah, exactly, exactly. So they can salt each report with up to ten fictitious names. And so what? What ends up happening then is if you send some sort of a solicitation or commercial mailing toe one of the fictitious, fictitious names the committee is going to know that somebody has illegally used the names of the contributors disclosed on its report. So i would just really caution anybody against using it, um for proactive searching because you really don’t want to get caught in a least, i don’t that’s for sure. I don’t know. I don’t know about your lister, of course were, of course, but this is an ethical group, of course, disparage, and i know you’re not disparaging, okay, let’s. Ah, let’s, go out on a break with that with that caution, 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 orc. And naomi 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 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. I’m dana ostomel, ceo of deposit, a gift. And you’re listening to 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. Thank you very much. Dana ostomel maria. So i can use the zip code, search on dh, scroll through and find all my neighbors and see who they give, too. Yeah, yeah, yeah. Absolutely could do that. Okay, now, of course, zip code is going to be that’s pretty broad. I mean, you could easily just do it. Name by name, too. But if you wanted teo okay, there’s there’s, a lot of data there in zip code search. Wow. Yeah. All right, all right. Be careful how you use. Yes, it zits seated seated. You said that they say it’s salted or it’s seated. I always thought it was seated. But in prepping for this show, i noticed that they use they actually go. They have a whole paragraph on assaulting and that was my first time ever seeing it. So i learned something new. Justin prepping for the show. Thank you. Yeah, i think they’re brought thie f p c. I don’t think that i don’t think you have a grammar heated. They salt each report? Yeah, i don’t think they have a grammar. Linguistics on entomology team it at fcc. Which which is you know what? Tony latto set him straight. Ah, uh, yeah, i don’t know. There’s something they’re not well. Let it go. F e c. Okay, um, what else? What else? Sounds like this is rich. Yeah, so so here’s. Something to keep in mind too. There are actually contribution limit, so it could very well be for any given year that somebody would like to have given more, but they have hit a contribution limit legally. So for individuals, for example, um, you and i as an individual, we cannot give more than twenty seven hundred dollars to each candidate. Okay? Yes, our election, right? And then there’s also limits for, like, how much individuals can give to political action committees. Um, and, you know, there’s a whole big breakout. So, you know, you could go in there’s a number of websites that cover even if you just google you know what? The contribution, you know, political contribution limits, you’ll get various charts and so forth on this. But it’s very interesting to think that. Okay, well, you know, they you know, they couldn’t give directly to that candidate more than that amount, so what they do is they end up giving tea, you know, they give to these political action committees they give to, you know, you’ve heard of soft money score so there’s there’s ways, kind of around it and that’s why a lot of this discussion happens about, you know, reforming the way, you know, political donations are going on in the country, but, you know, i didn’t want to, you know, just let everybody know that there are indeed limits as well. Now, maria, no amount that you and i could give. Are you aware of any? I don’t know, maybe there’s shadow places where we can weaken gets info on some of this dark money? Um, well, you know you can you, khun? Definitely, you know, from through the federal election commission also there’s another website called open secrets dot or gyu khun definitely look through, look through some of their reports a cz well, um, yeah, i mean, really, if you just google it, you’ll come up with a number of places where you can get all this data for free, but i think if you know, if you kind of bookmarked for yourselves the website and open secrets some he’d be doing pretty good. Okay, cool. Open secrets. All right. All right. Um, what else am i going to know, too? That non-profits themselves. And, you know, i’m sure most non-profits know this, but they’re actually prohibited from making contributions to federal elections. I think, you know, most of us know that. But since we’re talking about political contributions and this is a show dedicated for non-profits, i thought we should leave. But that out there and we’re going, we’re going to have jean takagi on in the next week or two a couple weeks talking about the limitations on political activity. So all right there we already do that show. We did that show he’s not coming up there. Here. He did it, it’s coming up. Sam says, coming up. Okay, yeah, you know what, it’s a good year to be talking about all this force top of mind for everyone. No, i’m trying to think whether we did it already or it’s coming up, i think we’ve done it. Yeah, we did it. We did it like two months ago or so. Yes. So, jean takagi, you googled you. Go to my site. Twenty martignetti dot com look for jean takagi. All his shows will come out. And yeah, we talked about the limits of of permissible activity and and the grey areas and the tests and all. Yeah, yeah. That’s already been covered for god’s sake. I got to get with it. All right, it’s already done. It’s done making promises that are making promises that already kept was talking about talk about under promising, promising things that i’ve already done. Okay, what else you got? F come on f uc dot gov. Well, you can also, if you were interested in finding out starting with a political candidate’s name or even buy, you know, political committee, you can you can really drill down the data. So so, for example, i’m looking at a page right now for the twenty sixteen presidential campaign finance. And so it has how much money has been raised by all candidates and then they start breaking it down. Democrats, republicans. And then they start naming the individual candidates. Um and so what you can do is from there, you can start drilling down much further. And saying, ok, who’s giving to a particular candidate. And then from there, you can drill down even by state, and a man buys it. Okay, okay, this is all in the advanced search, so we’re still nfcc dot gov, right? We’re still on the f d yes, you look for presidential campaign finance reports and you’ll be able to find exactly, you know, how much is being given by people in your state to a particular candidate. Okay, that could be interesting. All right, now we have just about a minute and a half left. So is there anything we haven’t covered that? Anything else anyplace else? We got to go besides ftc dot gov and an open secrets, you know, there, there are definitely other places. But these are the two that i seem to, you know, they’re the ones that i go to all the time because i know that, especially with the ftc that’s the source of the data that everybody else’s, you know, accumulating anyway. So, you know, i like to keep it simple and just go straight to the source right to the source, okay? Any other restrictions that you’re aware of besides that? One that you cautioned us about on the seated salted, salted sounds like maybe that somebody who’s like a margarita fan or something, so they’re salting they’re they’re salting their rim and they’re writing their narrative for the site of the same time. I don’t know, but salting is not difficult correct arm seeding is the correct term. Anything else that we need to know about restrictions? Well, they do have an exception that they do list here, so that this is kind of interesting, so for some non-profits that i don’t know, maybe could get around this. Um, it says it says specifically here it says that the sale and use restriction does not, however, applied to the use of individual contributor information in newspapers, magazines, books or similar communications, as long as the principal purpose of the communication is not to solicit contributions or to conduct a commercial activity. So if there are non-profits listening, who, you know, do some type of research reporting, you know, if if the primary focus of what your non-profit does is to report news of some sort, then then you can go ahead and pull together thiss individual contributor information again, so long as you’re not using it for the sole purpose of soliciting a contribution, all right, we have to leave it there. Maria simple. The prospect. Find her, you’ll find her at the prospect finder, dot com and at marie, a simple thank you, maria, you’re welcome, great to have you back next week. Bring joy to your donors with marcy hime. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. We’re sponsored by pursuing online tools for small and midsize non-profits data driven and technology enabled. Pursuant dot com. Our creative producer was claire meyerhoff. Sam liebowitz is the line producer. Gavin dollars are am and fm outreach director shows social media is by susan chavez. On our music is by scott stein. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Buy-in what’s not to love about non-profit radio tony gets the best guests check this out some death golden 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 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 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 dh 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 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 July 1, 2016: Purpose Driven Branding & GuideStar Platinum

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Laura Ferry: Purpose Driven Branding

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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, we have a listener of the week kapin coal from the san francisco bay area she’s at non-profit chapin and she tweeted, quote, catching up on last month’s tony martignetti non-profit radio and i here at non-profit meg is listener of the week congrats girl. Well, when you shout out a listener, the weak you become one if you are the first to do it and that’s what shape? And did nobody’s ever done that before? And she used the hashtag non-profit radio, which i am always grateful for. So shape and cole, congratulations are non-profit radio listener of the week and i’m glad you’re with me. I come down with bronco candid i assists if i caught wind of the idea that you missed today’s show purpose driven branding, you need to be deliberate in the partners you select when you venture into co-branding laura ferry helps you package yourself to potential partners, find the right ones and select the relationship that makes the most sense for your objectives. Laura is the founder of goodcompany and guide star platinum even nico guide stars lead on non-profit strategy and evaluation walks you through their new platinum level and how to get there. You’re non-profit probably has a guide star profile already, and if you haven’t contributed to it, it looks bad whichever level your app even we’ll help you out on tony’s. Take two fund-raising fundamentals we’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant. Dot com my pleasure to welcome laura ferry to the show. She is the founder of high low laura. Let me give you a formal introduction, please. Founder of goodcompany, a brand citizenship consultancy. She has over fifteen years of marketing strategy and alliance experience. And her clients include partnership for a healthier america, hewlett packard, pbs kids, petsmart charities and national public radio. They’re at goodcompany strategies. Dot com laura faerie. Welcome, paul. Hi. Great to be here, tony. Okay. Oh, hi. You’re ready now? Yeah. Okay. Because we’re on your on. All right. Okay. Um, let’s start at the like there’s. A basic level of you know, co-branding and strategies with partners. And what? What do you feel that non-profits are not? Getting quite right about this field, i think one of the most important things about bringing a non-profit and a corporate culture together in a partnership is to really try to understand each other’s position coming into it. I think one of the biggest challenges is really seeing that other side and trying to bring those two together and integrated effort. So one of the key things for making that happen, mr, really come to the table understanding what your organization brings to the martin our ship on how that aligns with okay, okay, and we’re going to we’re going to get to that because that isn’t you’re right, that’s a very important part. What what do you bring? What? What are the what are the, the potential partners? And most most often, i don’t know that always companies, but most often their companies. What? What are the company’s looking for? The corporate partners are you are usually looking for somebody some organization to align with that has similar values brand values, it’s the corporation has selected a cause that they want there, corporation or brand to be about that is usually the first step toward them identifying a non-profit partner, that fits their goals. Ok, okay. No, please go ahead. Continue. I was going to say, and they also are looking for non-profit partners who have that mindset of plenty together. A sortie xero relationship that benefits both parties. You mentioned, i think the phrase brand value and at the outset, i don’t wantto don’t wantto make universe cerini but we have jargon jail in-kind martin and tony martignetti non-profit radio, but we’re just getting started, so i’ll, you know ah, light sentence. But but and plus, just some of these phrases are unfamiliar to people in non-profits help us understand what brand value what does that mean or whatever? Maybe maybe through examples. What are examples or what does that mean? I think the best way to think about that is the trumpet to use the term brand citizenship and what corporations were trying to dio or how they benefit from working to do things that support social impact. And there it is. But really it’s like putting a halo on a corporate brand and giving it a social profits selves, it helps them engaged at the consumer level in a meaningful way. That address is on an empathetic way what the consumer is is concerned about in the world. So that’s, how causes come together with corporations and corporations create brands that are good citizens in the marketplace? Okay, i can’t like that that halo analogies uh, yeah, cool, alright, i mean, not that they’re not that they’re bad to start and i need a halo, but no, they’re they’re they’re not well, that’s. Why? I’m not sure that sainted i think saint, did you have a nimbus around you? But a halo for halo is for angels, right? And the nimbus is i think, for saints, so so we’re not putting, you know, to point your gear brand in the direction of of giving it a purpose to solve. The social problem is really relevant today because today’s consumer, similar ennio consumer in particular, is looking for corporations to solve business problems in a way that they no longer really necessarily have faith that the government can d’oh that’s where all of this conversation around france being good citizens has emerged hard to imagine a loss of faith in government. Yeah, just can’t conceive of that. All right? How about some examples whether they’re big famous? Ones or or smaller ones, you know, i mean, because our audience is small and midsize non-profit so it doesn’t have to be a, you know, big famous one, but sametz samples before we take our first break in a couple minutes. Yeah, i think what your switch you’re seeing out there is brand associating themselves with causes like, uh, that that emerged from, like starbucks is a great example starbucks has hyre a lot of initiatives that our focus on solving social problems, everything from making sure their employees have college degrees, too. I’m starting a dialogue at the register on talking about it’s, just like race, which howard schultz, john give it, give it, give a try and actually got a lot of flack for it, but he did try to start a conversation around a really relevant special topic on dh now starbucks is also taking its surplus of food supply and donating it at the end of every day. All of those acts are all of those programs that they’ve developed help them put that halo on their bread and have and create that brand feeling about starbucks that day that they care about what the rest of us care about howard schultz is ceo of starbucks. Yes, okay, okay, that’s, a that’s, a good example to go out on, we’re going to take our break, and when we come back you and i’ll keep talking about purpose driven branding, 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. I feel like doing live listener love right now we got it, we got to send the live love to everyone who is throughout the country throughout the world. We know we get listeners from routinely from asia on dh germany, ups and mexico very often. So live listener love, of course, to was in the u s listening friday one p m eastern, but sending that live listener love international as well. You know who you are live listeners podcast pleasantries, that’s where the over ten thousand are listening in the time shift whatever device in time and activity you’re in the midst of while you’re listening i’m glad you’re with us pleasantries to the podcast listeners and the affiliate affections cannot continue without sending the affections to our am and fm listeners throughout the country. Whatever day of the week. Whatever time your station has scheduled us, i am glad you’re with us. I know somewhere, even on weekends, affections to our many am and fm affiliate listeners throughout the country. Okay, laura ferry, thank you for indulging me while i, uh, send live. Listen, love. Podcast pleasantries and affiliate affection is very important to do. Um, okay, well, reassure me, please, and us that this is not on ly for big organizations and international corporations to come together, but we could do this on a small level local level as well, right? Yes, of course she could. And one of them is the most amazing thing is a small business is known for it philantech please. So there you could really approach these partnerships at a local level. They’re small non-profit using the same steps toward really, you know, developing an effective partnership that really helps promote your mission and engage people in that cause while at the same time helping that local business got from those ability for being a good community, citizens and, of course, on the local level, smaller organizations have that advantage. You know, you may be seeing potential partners at events in your community chamber of commerce, which a lot of non-profits belong to, you know, you’re you’re meeting potential partners probably a lot more often than than big scale non-profits like you’re rubbing shoulders with them, you know, often routinely. Okay, so let’s go where you wanted to go. Because this is important. On what? Identifying what it is you bring to the table to help your potential corporate partner maximize that brand value. Look at me being old jargon e l love this it’s great it’s. Great. So i think i like just throw some questions out for your audience to think about that. You know how before you approach a partner, these air the casings to think about how can your non-profit help foster that brand citizenship or bring that brand halo to that corporate partner and fearsome test? Look for ways that that your mission aligns with the cause that that corporation cares about even goes far is being doing a research ahead of time, looking at their corporate website, trying to understand what they may already be doing in the corporate social responsibility area and seeing if you’re a good fit. Okay, now and in terms of that, laura, could we look to see who they may have partnered with in the past? That may be a related mission. Yeah, absolutely. Okay. I don’t want you to go through the list too fast because i may have some questions for you. Okay. Okay. So, uh another really key factor, and developing any partnership is to make sure that you have support across the organization. So once you found and identified that partner, make sure that that they’re all of their resources are also bringing, uh, their resources to the table. So you really want to put in all hands on deck partnership and know that you have, you know, a little support on both sides of the partnership to really have the most effective intact together. Yeah, so is this something that on the non-profit side, the board should be apprised of right? And maybe, i don’t know, maybe even approve. Absolutely. I don’t really know any non-profits who wouldn’t take a big strategic partnership and have the board weigh in on it. So absolutely. Do you want to see these? Once we’ve identified our partner, is there a written agreement between the parties? Yes, there usually is. And and that could be a non disclosure. That could be a contract between the two organizations. But you’re usually sharing brands which are assets that you have to protect legally at those people, uh, are aware of that. So you want to be sure you have an agreement in place that, uh, that legal allows you to share brands and also gives you the option of reviewing and approving how your brand is being used on the other side of the partners? Yes, yes. Excellent. Good. Brand management is really important. Okay. Okay. Uh, all right. Go ahead. What else? Ah, in terms of the value we bring to the corporate partner hey, there’s, this isn’t always the case with all partnerships. That kind of depends on what kind of relationship we’re trying to build. But if you could engage that corporations, employees in your efforts to support whatever the campaign, you’re putting together with corporations or any kind of the program that just lends itself to engaging employees that’s a really great asset to your charity, because that could be, you know, for a small company, hundreds of new brand advocates for you as a non-profit and it can also lead to along a longer term relationship with that corporation because those folks actually become your supporters is part of your campaign. I’m thinking, like, top my heads, our mentor possibilities, but it really could be any could be any volunteer activity, right? That sure. Okay, you have any examining going on? Yes, i do. And one of the really wonderful non-profits i work with this kaboom, which is an organization that builds playgrounds across the country they built over sixteen thousand. So far on that is, uh, a, uh non-profit that typically it’s not there. Only it’s like the only vision for the cause of play, but they typically bring in corporate employees to come actually do those playground, though. So if god carmax, for example, is one of their big sponsors. So if there’s a local playground build near carmax locations, carmax employees actually go out to that site. And participate in the playground built. So it brings a lot of team building. Is it feeling good about the company? He worked for? It’s really? On exciting and meaningful, an authentic way to engage your employees and volunteering and coming together at a company. Excellent. Now this would have would feed what you said earlier about millennials. And if it’s a it’s, a company that has a lot of young employees, they’re they’re looking to blend their their professional life with social change work, right? Yes, absolutely they’re also looking for opportunities to connect socially, so by bringing them together are providing them with access to volunteer opportunities. They have a chance to meet new people and share in an active there that they can feel really good about doing together. So we do the playground build all day, and then we meet for beers after that’s ideal, right? Exactly. Ok, yeah, exactly, ok s o that’s called the the employee engagement so that’s i’m just i’m just i’m just amplifying. It was reiterating what you said but valuable to think through how employees could help your cause and the value that that brings to the to the company. In terms of engagement and company spirit, maybe i mean some company he comes. Some companies even have a requirement right for so many service hours, i guess per year or something like that? Yes. That’s their true. Okay. Excellent. All right. The employee engagement. All right, what else? What else you got? I think one of the things that you need to remember to is that alright, relationships require work. So the best ones really flourished when both parties begin with shared common interest singles and really bring that value together to the table and get really creative about what it is you want to do together. We mentioned a playground, bill that’s. One option. But could you also tie that teo retail promotion? Where, you know, at the register, you ask customers to donate a percentage of their transaction? Tio just to the kaboom cause todo playground and in our local communities, those are great ways not only to engage on the employee’s side, but also at the consumer level. You’re connecting there as well. Okay, you got any other? I love stories. And i some of the feedback i get from listeners to is that they love. Stories to any other, any others examples doesn’t have to be of the volunteer. I think a lot of really interesting things happening with designers who are developing, uh, fashion lines and products to support causes that they care deeply about you may recently have seen tommy hilfiger launched a line with a non-profit called runway of dreams to design an apparel line for learning disabled kids, so they he’s actually created a very stylish line. That’s easy, tio, pick off and get on so that’s one example, lady gaga and elton john just launched a product ah called love bravery at macy’s that is really interesting and showing some real promise for supporting both of their independent foundations. Um, there’s also social enterprises emerging everywhere, which typically a lost non-profit partnership uh, brands like tom’s where buy one give one are now partnering with coffee companies and a whole range of ah causes that are out there in the field helping in developing countries. Ah, gymboree and kapin kaboom is another example of a baboon partnership that i’m really excited about is cook doing parted with gymboree than on and gymboree launched a line of play where it last year called hop and roll and a percentage of of all of the apparel line that was sold to supporting kaboom cause, uh, employees and all the stores competed on the one who the store who raised the most funding for, um for by selling product to consumers actually won a local playground bills. So it was really well integrated program that involved engaging both employees and consumers, and we’ll do good campaign. Excellent. So so what? The higher level, this this clearly even product development is possible. You you’ve given a couple examples of where special products were developed. Okay now, again, small and midsize non-profits out. They may not get that far, but there still is. They’re still great potential for doing this on on a smaller scale. Sure. And, you know, there are local non-profits that further causes that are being supported by local business all the time. Alex’s lemonade stands are happening everywhere. So there are local restaurant night where percentage of that night sales that stone into a local cause. Uh, so those airways to engage through retail, whether they be restaurants or, you know, apparel stores, local grocery to support the cause is that that local communities? Yes. Excellent car washers. I mean, we know whatever whatever is in your community on dh. Yeah, i think you’ve just touched on the point that if there’s already some relationship between you, you know, maybe they’re just giving twenty five hundred dollars to your and you will run, walk or something like that or, you know, they’re sponsoring you in some other way. Maybe, you know, leveraging that existing relationship and approaching the company about going deeper. Yes. That’s that’s a great way to think about it. In fact, i’ll go out on a limb here and say, i think there have been in charity work happening at the local level, two small non-profits and local businesses for a really long time and corporate brands that are now just catching on to engaging at the local level through store retail stores in campaign. So i do. I do agree with you. I think a lot of really exciting things can happen at the local level. And you can actually work that backwards. Now. Goto the corporate side too. Support your non-profit on a national basis. Yeah. Cool. Now, if laura, if we want to get this started? I mean, isat do we need to go in with fancy, you know, a fancy presentation the first time? Or is it really just a conversation the first time to sort of explore? I think it’s important to go in there, having done your research and really understanding who that company is and what they care about most and what they’re trying to achieve by participating in a collaboration with a non-profit on dh and if you can show that where you’ve connected the dots before you go in there and tell that story in that meeting, how you deliver it is is not as important as the story you tell. So, you know, i like to have power point that some people are better it just articulating, um, you know, the connections that they’re saying and they’re there, what they see is a value and bringing these two organizations together verbally so there’s really no magic answer. It surely just depends on what you’re comfortable with. All right? Long story. Good. All right. Um, i took a little off track and mohr mohr for ah, showing value to the potential corporate partner. What those questions to think through i think you want to, uh, talk through what kind of first take a look at your organization and what you khun gray in terms of marketing resources to support a campaign that could be anything from interesting promotions and campaigns that you go that you have going on or have plans for and how that company can integrate into that. That planning, uh, if you have basic marketing tools in place and you’ll reach a lot of people, tell that corporation all about it because that’s that’s an audience that’s really going toe the thrill that corporation is supporting because they care about that would include your social media. Your newsletter, your website, just really what ways can you give visibility to the partnership from a marketing and communications standpoint? And one of those numbers look like they’re lower numbers and they’re not going to blow a big corporation away. That’s okay, just talk about the resources that you do have and on the investment that you’re willing to make, too, to share that corporations part of the partnership to your stakeholders in your community and, you know, are there ways to connect employees like we talked about? Really? Looking at all the way around the scope of possibility for bringing the organization’s together. And i think that’s that’s really what you want to have in your story and your pitch, too a corporate partner for a small business, you can use the same principles that yeah, absolutely you yeah, and and you want to go in confidently because you you do have the you do have assets, you know, you mentioned, like, all the social media properties and and your own brand value and your dedicated volunteers, you know, you do have networks and assets that you, khun bring to the relationship. You want to be confident about this. This is not a humble ask, right? Okay, i guess you agree. Okay, ok, cool. We have just like a minute and a half left. What? What? What have we not talked about or what do you wish? I’d asked that i haven’t. Please one of the most marks, most remarkable statistics that i’ve seen that i’m trying to build on right now. And i’m heading tto licensing expo next week in las vegas to talkto companies about working with my non-profit clients no license their brands to consumer. Product program, because i think there is an opportunity, tio cell cause branded products, uh, not all of them fit, but quite a few of them do, and and i’d like to see that development and really that’s, based on some cohen research that came out that says that eighty seven percent of consumers latto products associated with the cause over the left twelve months that’s, a khan twenty fifteen research data points that is a really strong one, so it is an opportunity, i think, to make a connection at retail. So how can you develop more product, not just promotions, but products that actually can activate? I thought about your mission in people’s homes and in their daily lives through product, we have to leave it there. Thank you very much, laura. Thank you, thank you, laura faerie, founder of goodcompany. There goodcompany strategies. Dot com. Guidestar platinum with even nico is coming up first. Pursuant velocity is one of their online tools. Why do you need it? You don’t, you could keep on managing your fund-raising the same way you do now and keep on expecting different results, and you will prove yourself insane. Or i suggest you can keep your fundraisers on target by prioritizing activities, measuring their time against goal, making smart decisions about what to do each day and each week, and following up on time with donors and potential donors, tracking milestones with potential donors. And, of course, all the tools and the dashboard that go along with that all in velocity. It was created to help pursuant fund-raising consultants manage their client campaigns, but now you get the pro tools to manage your own campaigns, and that doesn’t matter whether you have one fundraiser or you have a team or you’re an executive director doing your fund-raising you need management tools too keep you on track and all these other things. I was just talking about velocity. It helps you raise more money, you’ll find it at pursuant dot com. Now, tony’s, take two fund-raising fundamentals. Have you checked it? Out it is my alter ego. The other podcast i do. I produce it for the chronicle of philanthropy and it’s. Very different. Different format length. Um where? It’s only ten minutes. Ten to twelve minutes. And it’s once a month. Not a weekly it’s on the chronicle of philanthropy website philanthropy. Dot com it’s. Not at tony martignetti dot com. Did i mention my side is tony martignetti dot com telefund dot com and it is devoted to fund-raising that’s, that’s all we talk about now that that’s pretty wide topic, but we don’t get into the stuff that is legal. Andi even, you know, social media, you know, started tangential prospect research getting old, tangential. So it’s devoted to fund-raising. But we talked about events, grants planned e-giving major annual, um, crowd funding. Those are just some of the ones that come occur to me off the top of my head anyway. Fund-raising fundamentals quick burst. Once a month, you’ll find info at twenty martignetti dot com there is info there on dh fund-raising fundamentals is also on itunes. As is this show that’s tony’s take two. My pleasure to welcome even nico to the show as guide. Stars lead on non-profit strategy and evaluation issues. Even nico helps non-profits share their full story, using the guide star profile and to use the information to make better decisions. She has over twelve years of experience in strategic planning and evaluation in the social sector. Having worked at fsg social impact advisors and mckinsey and company, she has a phd in physics from oxford university. Dr niko, welcome to non-profit radio it’s. A pleasure to have you. I have to ask you right off with this phd in physics. Does this non-profit inertia trouble you? Well, i probably have a better understanding of non-profit inertia, maybe that anyone else having having a degree in physics and, you know, learning about inertia and all the forces that actor in the world so i often him, you know, both and used and delighted when i hear some of those words from science trickling into into the social sector as well. Well, i’m going to challenge that. You may know the most about it. I i studied up and i learned that for a mass point. The moment of inertia is just the mass times, mass times the square of the perpendicular distance to the rotation access i equals m r squared, of course, and that point mass relationship becomes the basis for all other moments of inertia. Since any object can be built up from a collection of point masses, how do you feel about that? I think that just proves that these days, if you have the google and wikipedia and access to all of the sources, then maybe you don’t. Maybe you don’t need to study quite a quite as much. How dare you? How dare you suggest that? Where do you come off? Well i just introduced you. We never even got started yet. All right. Um really? I mean, honestly, okay. Guidestar, guidestar, dot or ge? They have ah, niu platinum, the new platinum club, the platinum level tell us, just give us an overview about this before we go into detail. Yeah, now absolutely so it’s funny. So i’m you know, relatively new to guide star i’ve been with rose for about six months, but i feel like that gives me kind of a unique view on what we’re doing and some of the new things that we’re doing and what’s most exciting. And i would say one of the most exciting things that we’ve done, you know, really for a long time is to have to have released problems. So platinum is so we recognize non-profits for sharing information through guide star and it’s, not just sharing it with us, but it’s sharing it with a lot of other stakeholders, including donors thunders, you know, other non-profits and audiences, and we recognize that non-profits with what we what we call a seal of transparency so that’s, really and platinum is our highest and knew it seal of transparency and a recognition of the kind of really interesting and much more meaningful data that non-profits can share with others. All right, cool. Now, uh, let’s, let’s, give some background, tio, guidestar and and its value. What kind of stats do you have on this guidestar dot org’s thatyou khun boast about in a number of unique users each month? I mean, come on, you know, you have this, you know how many? How many people? How many people in america are you to me, but being sort of like a cross between, obviously we are non-profit ourselves a social sector organization, but also in company, because we do run guys start that or that we, you know, we do well, we deal a lot with digital data. So yes, there are a lot of numbers out there that sounds very impressive. And i would say one of the things that really drew me to guide stars is just a scale of reach that we have. So a few of those numbers of guy estrada or ge gets about seven million visitors per year. And this this is a cross section of both, you know, donors who might be coming to us advisors. Who are working with foundations and advising them on the strategies and the partners that they have, as well as non-profits who come to us directly to either, you know, look for their own information in some cases, and of course, to look at their peers. So seven million visitors, i would say that we have also, you know, one thing that we that i didn’t know about before guys start before coming here is that when you participate without your data doesn’t just stay on guidestar dot org’s, you know, as great as that is, it actually flows to a lot of other places in the sector, so we have over one hundred ninety, partner kind of websites, platforms who who used this data and they sit with their audiences who again tend to be donors or, you know, for crowd funding for point of sale giving for donor advised funds. E-giving so, you know, through that kind of network of one hundred ninety partners, we we you know, millions, not just seven, but, you know, tens to hundreds of billions but could could even be more than i equals m r squared could be could be i don’t know how that applies to anything but is completely irrelevant. But now every organization that file’s in nine ninety is already on guide star, right? Yes. Okay, i know you want to make this point even more emphatically than i did for are over ten thousand listeners throughout small and midsize non-profits you’re already there. Yeah, i think this is this can’t be over kind of emphasized, so a lot of people might think that it’s kind of like linkedin where you have to go and create a profile. The fact is, if you do file a form with the irs, but you are already on guidestar, and so really, the thing to do is to kind of google yourself, sees your guy’s profile, comes up or come to guys start at borg and sort of google yours up with us. Search for yourself and see what’s there because i’m finding that a lot of non-profits especially your, you know, fantastic audience, maybe a sort of smaller to ms sidle midsize organizations doesn’t know that they’re already on their and maybe their profile is looking a little sad. Yeah, what would they have if they’ve contributed nothing? Well, they might. Have their basic nine, ninety form as a button, and otherwise, you know not much off perhaps a few of the fields from the nine, ninety that’s named their ceo, but not much else. Okay, now, tio, you said to move up to the platinum or two moved a level you recognize non-profits for their contributions, and you have different levels. Bronze, silver, gold and platinum. And now, okay, why don’t we? Well, what comes before bronze, like, if you’ve contributed nothing, is that the aluminum foil it’s, like a sheet of paper? No. Well, try to stick. I mean, okay, your degrees, physical physics, not chemistry, but try to stick with the pattern. It’s all there, all medals. Let go that’s! Better than aluminum foil. Yes, lead, pb. Okay, so i know all about science and chemistry. Pb lead. Yes, lead that’s a better one than aluminum foil even. Okay, so if we have nothing, my organization has not contributed anything to the guidestar dot or ge. How do i get to the bronze? No, no. That’s a great question. So, i mean, the first thing to do is to actually claim your profile. I love that works claim, you know, it’s sort of obviously connotation, some level of ownership, but we have got to start obviously can’t just let anyone modify any organizations profilers needs to someone who represents that organization needs to, you know, come to us and say, hey, i’d like to you know, i’d like to be in charge of the content on my profile, and so all you have to do is come to you guys, start that orc and there’s a nice button up, you know, a field up top that says update your profile that takes you through some of the instructions. But the first step is going to be to, you know, tell us that you want to claim your profile. By coming to our website, then we will do a little bit of due diligence to make sure that we verify that you can, in fact, modify the organization. You want to represent your weinger bonem fundez just that your bona fide? Yeah. Okay. And then after that, your kind ofyou have access two as a set of tools that let you contribute the information. All right, all right. So that’s bronze and and how do we move up? Yeah, so broad. I mean, one thing i’ll say about bronze bronze are is kind of the basics, right? Unless you climb the podium. You know, the olympics coming up later this summer, it gets you on the podium, right? It sort of means that you you could be found as an organization that is a legitimate organization working in the social sector. All right. And more than just your more than just your nine, ninety, is there? Yeah. So, it’s, just, you know, you can say kind of what your programs are. You can obviously a little bit more about who your leaders are. And frankly, you can also make sure that your correct address appears with your organization. Like you wouldn’t believe, but i know a lot of us move around, and this could be a problem even having the right address, foreign organizations that, you know, step one, you’re on the podium with ron, get over is basically contributing some your actual audited financials or some equivalent. So the nine, ninety, you know, we love we know it, we love it, but it’s a little bit dated and it’s not the same audited financials. So if you if you want to get the silver, you can contribute some additional information about your financials and that just increases trust in your organization. All right, wait, wait even let me stop you doesn’t have to be an audited financial statement cause a lot of small organizations don’t don’t have to do that and don’t do it it’s very expensive, right? So i would say one passes the auditors statement, the other passes the tool basically give you some of the fields that we need that kind of give us a little bit of the equivalent, even if it’s not audited. Okay, i don’t see how you’re very egalitarian there, all right? All right. Gold, gold wolber gold is basically helping tell your story, right? You’re not just your financials, you’re not just your tax form, you’re not even just your address. It’s really about describing what you’re trying to do and what strategy is you’re using to get there? So is allowing you to tell your story in your own words, so more narrative in the gold, more free form, okay? And the pinnacle blast them? Yes, xena, zenith of guidestar presence. I don’t know where they were going to go, you know, diamond emerald next or what? I know well, you have to go like like, you know, it is kopperman basically says, you know it, if gold is the town halls and platinum is a little bit the show, right show it. And so what we’re what we’re looking for there is for organizations to tell us about some of the measures that they use to track their progress in results. So it’s, it’s, more quantitative, you know, give us the measures, but i would say it’s still very inviting for organizations of any size, okay? Because we basically were not dictating to you what you should measure, we’re just asking what you already do and what you care about and what you talk with your board about already in terms of outcomes and impact, is that a is that where you’re going with this? Well, i think we’re starting a basic, even just the outputs, right, sort of what activities, how many people are you’re serving? You know, if you if you have, if you have compelling information about what happens to those people that, you know, you might think of those mora’s out out outcomes, then we are definitely want to know that as well. Okay, i understand. All right, we’re gonna take a break, and, well, professor niko and i have plenty more time left. Teo, go through the rigours of equal m r squared, and so please stay with us, and we’ll keep talking about guide star, platinum and guidestar generally. 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 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 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. Duitz hi, this is claire meyerhoff from the plan giving agency. If you have big dreams but a small budget, you have a home at tony martignetti non-profit radio. Eva, i elevated you. I called you professor nico. I should’ve just said dr niko. Doctor, have you ever been a bit? Have you have been a professor of physics? You have not right. Okay, i did not recall that in your in your bio, but i want to be sure. So it’s just it’s. Just it’s. Just dr nico. Not not, professor. Um, okay, so no. So after platinum, i don’t know. The best thing i was thinking of was like, you’re gonna have to go, like american express black, but of course, that’s not a metal. So i don’t know where you’re going, but clearly you need you’re going to need more because you’re gonna have a lot of organizations in platinum in a few years and then you’re going to want to distinguish even higher than that. So i hope there’s planning for the expansion in the future, the up on the upside. Well, it sounds like you have some good, great ideas, tony. And if your listeners teo all years yeah, i was thinking, do we go gems? Do we go planet? Do we go colors? Planets is a good one. Oh, yeah, we just found another twelve hundred forty seven planets? I think so. Planet says you’ve got a lot of potential upside potential with planets. That’s a good one. Um okay, so we understand what these levels air about and let’s see what’s so wanted it was anything more you want. Talk about the terms of the of the platforms of the ladder or whatever metaphor you use, teo, describe these different levels. Anything more you want to say about that? I think i think we’re pretty good, although i just want to say that i think what’s really interesting is that it’s already? So we have about over six hundred organizations currently who have gotten to platinum and what’s nice. Is that it’s? Not just some of the big guys? Of course we do have those represented, but it is actually organizations just like ones that are hopefully listening. So i just pulled out a profile here for a little organization called the adult life training incorporated it’s out of fort wayne, indiana. It’s got, you know, an income revenue of, uh, a few thousand dollars on dh what’s. Fascinating is, you know, obviously i can read a lot about their mission. They’re trying to help hyre they’re trying to help people gain employment, but when you go to that platinum results, you see, you know, you see some really fascinating things, like they say here the number of clients that we served, it happens to be thirty eight and twenty fifteen, so now you know, something, they they’ve touched, you know, the lives of almost forty, people hyre here are how many certificates have been earned by those people in terms of further training, the one hundred fifty four and then here’s the numbers of here’s, the number of hours of training that has been delivered and it’s almost six thousand hours of training. And, you know, i’m just saying that i think this kind of information is extremely valuable for other non-profits to see and understand and for donors and thunder to see and understand that’s an excellent example. Thank you. Even what’s the name of the organization again. Shout them out again. It’s called adult life training think and it’s out of fort wayne, indiana. Excellent. Excellent. All right. I hope adult life training is listening, but okay, so that’s a great example of a very small organization. Thirty eight. People served in a year, but hyper local and they’re ah, they’re in the platinum club, you’re in the club, all right? All right. Um, what kind of feedback do you get from donors of potential donors? The individuals using guide star, you know, share some of those hopefully positive stories? I’m sure they are. Well, what kind of stuff do you hear? Oh, i think, you know, donors really these days are increasingly coming online toe look for information about non-profits and i’m sure we all talked about a lot about millennials, but we all know the trends there that increasingly people look for information and people are curious about not only, you know, they do care about some of the financials they do, but they really want to know what? What are some of the results? What does the work look like? They want to see some of the pictures, um, of people being health, and they want to understand the scope of work that a non-profit might be doing. And so we just see a lot of interest in this in this kind of information from donors and hence the new platinum level because that gets to what you’re describing people are seeking. How about from non-profits do you? You get it anecdotes from organisations that are grateful that you’re there because you enabled ah ah! Gift. Absolutely so way enabled give through our through our platform there sort of donate now buttons on our platform, and obviously, as i mentioned, we enable a lot of a lot of non-profits come to us actually, because they are trying to participate in the amazon smile program that’s sort of millions of dollars are moving through the program where someone could buy a book and give to their favorite non-profit at the same time, we actually provide the back end to that information, and so they want to be featured on there, and they come to us sense of mr info and his current with amazon and its current with all those one hundred ninety other websites. So, you know, we definitely see non-profits just being thankful that we save them time and we increase their exposure to all of those different audiences, and they don’t have to maintain a separate profile with all of those different order, which for small non-profit would be a humongous a little more about these hundred ninety partners you have what are some other examples of types of organisations or companies that are using guide stars, expertise and and gathered information? Yeah, great. Great it’s. The second one. Oh boy, thank you. Two in two in thirty minutes. That’s. Great. Thanks. So so one one great example. So all of the major donor advised funds of national donor advised funds that that facilitate e-giving for donors are using guide stars data. So obviously, fidelity, schwab, those those kinds of funds we also, as i mentioned, obviously participate in a lot of that kind of point of sale giving programs. Amazon probably being the biggest one. And then the third sort of the third kind of group of people are, you know, there’s, a lot of crowd sourcing crowd funding web sites out there, you know, global e-giving give well, grassroots or great there’s a lot of sort of crowd funding websites that also are looking for non-profits teo, you know, to be features there, and we provide that information as well. Excellent. Those are some very big names. Cool. All right. We just have about two minutes or so left. Eva and i want to touch on the overhead myth. The the idea that the best way to evaluate a charity is tow no one number. And that is how much of its revenue does it spend on, quote overhead that this bad this bad moniker for all non program expenses. What is guidestar doing to help defeat this myth? We’ve been very active on this because we we think that judging a non-profit by their overhead ratio is just, you know, playing wrong. It’s it’s sort of like judging a business by their cost, without understanding that returned that they might be generating. So what i think it’s wrong to we’ve been active in campaigning and always had sort of a letter to donors, a letter to thunder’s about the overhead miss and how they should be paying more attention to how they think about, you know, how they compensate non-profits for the work, the true cost of the program and briefly overhead is people its executive directors, it it if they are the people also doing the work and being out there in the world promoting the work. So, you know, that that’s been a part of the campaign, the other thing i would say, just a link back to our problem conversation is, you know, so far, we said two donors, please don’t look at the financial ratio, right, it’s sort of like telling people, please don’t think about the pink elephants what’s the first thing you think about, you know, the pink elephants, so i wouldn’t feel like wave tell people not to look at that as the sole measure of success, but we haven’t had a lot to offer. Instead, i feel like we’ve gotten more. We’re going to get their offering them something else compelling to think about it. Look at all right? We have to leave it there. Eva listeners can look back to that show that i had on had with the jacob harold, the ceo of of guide star and the other two signers to the overhead myth letter about two years ago. October was that october. I think twenty thirteen maybe was almost three years ago even thank you very much. Thank you. You’re very welcome. Thank you. Even ico representing, of course, guidestar dot or ge next week, maria simple returns with political giving. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. We’re sponsored by pursuing online tools for small and midsize non-profits data driven and technology enabled pursuant dot com creative producer is claire meyerhoff. Sam liebowitz is the line. Producer gavin doll is our am and fm outreach director. Shows social media is by susan chavez. On our music is by scott stein. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. 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 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 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.