Tag Archives: Tony Martignetti Nonprofit Radio

My NextGen:Charity 2011 Interviews, Part IV

I’ve got my last three HD video interviews from the NextGen:Charity conference last November. Tony Martignetti Nonprofit Radio was a media sponsor, so I got excellent, insightful commentary from the 12 inspiring speakers I interviewed.

Here are the previous posts:

Part I with the founder of Craigslist and CraigConnects, Mr. Newmark, urging simple, consistent messages to donors; Peter Thum, founder of Ethos water, on radical ideas and perseverance; and DoSomething.org‘s Aria Finger with ways to draw teens to your cause.

Part II with Wali Collins encouraging a regretless life; positive communications with Sharyn Abbott; and Charles Best on connecting donors to their causes. He’s the CEO of DonorsChoose.org.

Part III with Rachael Chong from Catchafire.org on meaningful volunteering; Marc Ecko, the clothing magnate, on branding; and Neil Strauss with fundraising tips generated from the art of seduction.

Here’s what’s new this week:

  1. Innovation in social change, and the leadership to envision it and drive it forward. She’s the founder and CEO of Global Citizen Year. She urges you to, “Continue dreaming.” My interview with Abby Falik.
  2. His site is his credo: Live In Wonder. He wants you to pursue your hero’s journey. His journey took him across the country, meeting about 200 of the world’s most influential and powerful people over a cup of coffee, and learning amazing lessons. The Journey is his Disney documentary that tells the story. My interview with Eric Saperston.
  3. Lessons on motivation and innovation from this director of the X Prize Foundation. Be audacious! Make space to dream! My interview with Jaykumar Menon.

Click here to get to the NextGen:Charity interviews from 2010.

Nonprofit Radio, January 27, 2012: Looking At Giving, 2011 & 2012, & Breaking The Mold In Traditional Endowment Design

Big Nonprofit Ideas for the Other 95%

Sponsored by GE Grace corporate real estate services.

Listen live or archive:

My Guests:

Rob Mitchell

Rob Mitchell: Looking At Giving, 2011 & 2012

Rob Mitchell, CEO of Atlas of Giving, is with me to talk about 2011’s giving by sector, source and state. We’ll also look ahead to his forecast for this year.

 

Interviewing Kathryn Miree & Turney Berry
Kathryn Miree & Turney Berry: Breaking The Mold In Traditional Endowment Design

From the National Conference on Philanthropic Planning last year, Kathryn Miree, consultant, and attorney, Turney Berry, look at alternatives to endowment design that are rooted in lawsuits, law changes and difficulties implementing donor purposes that have arisen with the way endowments are traditionally set up.

 


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Here is the link to the podcast: 076: Looking At Giving, 2011 & 2012 and Breaking The Mold In Traditional Endowment Design

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Durney hello and welcome to big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio your aptly named host it’s january twenty seventh twenty twelve i hope you were with me last week because what you would have heard and if you weren’t, this is what you missed revel in real estate. Chase magnuson of george washington university and alan thomas from the american college had small and midsize non-profits in mind, as they described howto identify prospects for real estate gif ts also how to cultivate, solicit and negotiate thes gif ts what is the due diligence that’s required to keep your charity safe from a crummy real estate gift? Also board oversight basics jean takagi are regular legal contributor and principal of the non-profit and exempt organizations law firm in san francisco to find oversight and explained how it should be executed to protect your charity and your board members, and that it was the first part of a conversation that will continue in february. This week, looking at giving twenty eleven and twenty twelve with me will be robbed. Mitchell, ceo of atlas, of giving to talk about two thousand eleven’s giving by sector source and maybe even state, and we’ll also look ahead to predictions for this year, then breaking the mold in traditional endowment design from the national conference on philanthropic planning last year, catherine miree, consultant and attorney attorney berry look at alternatives to endowment design that are rooted in lawsuits, latto changes and difficulties implementing donor for pus is that have arisen with the way down. Mints are traditionally set up between the segments, as always, tony’s take to my block this week. You don’t need the fancy stuff for your plant e-giving the most sophisticated gifts are not necessary to have a very successful and appropriate plan giving program for your charity. I thought this was going to be last week’s blawg, but i messed up with some of the pre recordings, so look for that this week and i’ll say more about it on tony’s take two between the guests. We’re live tweeting this show as we do every week use hashtag non-profit radio to join the conversation with us on twitter this show is supported by g grace corporate real estate services i’m very grateful for their support right now we take a break, then i’ll be joined by rob mitchell of atlas of giving. And we’re going to talk about looking at giving last year and this. So stay with me. Dafs you’re listening to the talking alternative network. Schnoll are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call us ed to one, two, nine, six four three five zero two for a free consultation. That’s lawrence h bloom, too. One, two, nine, six, four, three, five zero two. We make people happy. Hyre hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Welcome back to tony martignetti non-profit radio i’m joined now by rob mitchell, ceo of atlas of giving, which you’ll find it atlas of giving dot com. Rob has twenty nine years working in and around non-profits as a fundraiser and executive and also a consultant, he is, as i said, ceo of atlas, of giving atlas e-giving measures analyzes and forecasts us charitable, giving monthly by sector source and state. I’m very pleased that his work brings him to the show. Robert, you’re welcome. Thanks. Tony is good to be with you. It’s. A pleasure to have you, um, tell us about the atlas of giving methodology to do these look backs and also predictions of charitable giving. I’ll be happy to the atlas of giving started. Actually, when i was a practitioner, i was chief development officer of the american cancer. So society i was named in that position in june of two thousand won our fiscal year started at the society in september one and then september eleventh the world changed for all of us. Our ceo called me that day and asked me what this meant for giving at the american cancer society acid john i couldn’t possibly know, but they can’t be good, and i’m just not sure how bad it’s going to be or how long it’s going to last. A year later, we felt very pleased that we had finished a bubble of flat, and when describing our success to our board, one of the board members said, well, how do you know you did so well? And we had information from a handful of other charitable organizations nationwide charity organizations, i mentioned those in a the boardmember said, well, that’s, just anecdotal information, isn’t there a benchmark that you can compare our results too? Well, the truth is that a benchmark existed, but it was only annual and it only came out six. It only comes out six months after the calendar year ends. You’re referring to giving yusa yes, i am. So that conversation bothered me, and then this boardmember followed up with me later and said, you know, it strikes me that charitable giving is tied to certain factors in the economy, and if you can figure out what those factors are, you might be able to measure charitable giving on a more timely basis so way initially, while i was still at the society. I had my research team there look into this and other things took priority. Bottom line is we didn’t we didn’t have the time or the energy to pursue it very long moved on to other things. I left this when i left the society in two thousand nine. This was one of the things that was troubling me that i really wanted to get a direct answer to i stayed with you thie idea stayed with you for eight years. It did it did. And so, um, my, uh, we started a company called philanthropy max, and one of the first things that my business partner and i decided to do was to pursue this. So we hired a team of twenty five phd level researchers and analyst and we gave them some variables to look at. They added to the list, the list they looked at was over seventy different economic and demographic variables and and forty two years of published annual e-giving data um, so that’s what they had to work with, they came back a few weeks later, and they said, well, this is remarkable. We have identified what factors are involved what? What economic and demographic factors are involved with us charitable giving. And we’ve developed an algorithm and we check our algorithm against forty two years of published data. We have a correlation rate of ninety nine and a half percent. And the good thing, tony, was that those out of those seventy variables that we started with it boiled down to just a handful and those air variables that are reported monthly or quarterly. So we had a way finally to measure charitable giving as it occurs in the united states. But that was aggregate giving, and that was we started giving away the atlas of e-giving in two thousand ten, and it was just the the national number, the aggregate national number. But we did it on a monthly basis. And by the way, we were also able to create a forecast based on those variables and the formula that we developed. But we wanted to go further. We wanted to have information monthly on sectors so arts, education, religion so forth, their eight different sectors and sources, individuals, foundations, corporations and the quest. And then we also really wanted to add to it states so we sent the research team that assignment, and they came back a few weeks later, and we were able to crack the code all with, uh, what we call up, um, correlation percentages well above ninety percent for everything and most cases well above ninety five percent. So a sense. So essentially, what we have is the ability to measure charitable giving as it occurs in the u s by sector source and stayed on a monthly basis and then forecast to up up to a year in advance. All right, we’re going to take a break, and when we come back, we want to talk about some of these variables that are in there, and i don’t know if we can get you to reveal the number fromthe seventy, but we’ll see how far we can go. And then, of course, we do want to talk about what e-giving look like last year and what it’s ah forecast to look like this year. So rob mitchell will join me after the break. He’ll stay with me, and i hope you do too. They couldn’t do anything to get independent thing. You’re listening to the talking alternate network waiting to get in you could are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall. This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Altum hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic reading learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen. Every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. If you have big ideas but an average budget, tune into tony martignetti non-profit radio for ideas you can use. I do. I’m dr robert panna, author of the non-profit outcomes toolbox. Duitz welcome back. We are looking at giving two thousand eleven in two thousand twelve with rob mitchell, the ceo of atlas, of giving rob, what are some of the factors that were identified from these this big group of seventy before i get into specifics? One thing i will tell you, tony, is that the economic and demographic factors that affect one part of giving aren’t not the same ones that affect other parts of e-giving ok, things like gifts from individuals, uh, have a have a different set of factors than then gifts from corporations. The formula for the education sector is very different from the formula for the art sector. So the sum of the eiken without giving away any secrets. Sausage, everybody. I think everybody for years has understood that there is a relation. There has been a relationship between gross domestic product in the us and charitable giving their other factors that that are involved in different things, and they involve everything from stock prices, toe home prices to earnings to consumer confidence. There there there are a lot of different there are many different factors, but interestingly free sector for each source for each state. The number of factors affecting those various things are actually a pretty small. They’re different from sector to sector source to sort the source, the source and state to state. But each one of those the formula, the factors involved in each of those individual formulas is a pretty small number. And so now are your algorithms, um, patented is that is that appropriate to patent something like this way thought so and way. Obviously, when we crack the code, we rushed right down to a patent lawyer. And the long and the short of it was, he said, your coca cola and we said, what does that exactly mean? And he said, well, if you if you publish, if you if you patent something, it has to be published and even in the application process there’s some things which are revealed. And he said that would give it away. So coca cola, believe it or not, has never patented their formula for coca cola over the years. So, uh, on legal advice, we were advised that in this case, for this particular type type of formula, it would not be wise for us to patent it. And you had an honest attorney who said you don’t need my help, pretty much ok, i love that alright, so that’s let’s dive into some of these numbers overall? What? What are the conclusions from two thousand eleven? And then we’ll look, you know, we look at some specifics, but generally, well, i think the biggest story for two thousand eleven is that we experienced a real resurgence in giving in two thousand eleven, and the resurgence wass far outpaced the growth in the economy. This is one of those years where the folks who have tried to make strong correlations between gdpr charitable giving are going to be a little off quit because e-giving grew and two thousand eleven, two, three hundred forty’s over three hundred forty six billion dollars that’s a seven and a half percent increase over the two thousand ten number. Now, when you consider the fact that and the final numbers, they’re not in on gdpr for for two thousand eleven, but when they do come in, they’re going to be some where it’ll be probably in a range of between one and a half and one point eight percent growth in gdp, so you can see the charitable giving really did well, and there were some there was some important reasons for that. Okay, well, um let’s hold off on some of the reasons, i think because i want to get into some more of the conclusions and but before we do that, even what i think is kind of exciting is we don’t have to wait six months from the end of the year for for the giving us a report to come out. No, the in fact, the report is posted on our alice e-giving website right now. So, um, we have we have we offer three products. The first one is called out with standard and it is available for free with a subscription. And then we have atlas, professional and that’s everything monthly by sector sources state. Then we have we have something called atlas custom. Our technology enables us to build custom benchmarking and predictive models for individual non-profits to identify what particular economic and demographic factors effect they’re giving. But because your methodology is so much different than e-giving yusa, which is based on surveys, we have something much quicker than then. June, i guess, is when that typically comes. Out yes and way think are we think our technology has other advantages as well? There are other than giving us say, there are other indexes and surveys and blackbaud has won, yeah, and most of those air based on, um, a group of customers that sort of fit a profile, and they’re not necessarily representative of all sectors for of very small charities or very large charities. Um, the survey kind of methodology is important, and i don’t i don’t want to diminish the fact that surveys air important, but there are things related to my background which i know happen in the survey process, which can be troubling over time. And when i was at the american cancer society, just as an example, as a matter of board policy, we we did not disclose our e-giving information on a contemporary basis. Of course, we filed the nine nineties and those sorts of things did annual reports, but in terms for competitive reasons are bored felt like it was it was important for us not to participate in those kinds of survey let’s. Look let’s, look at the prediction for two thousand twelve you’re predicting ah, just under four. Percent growth yes, the current forecast is two thousand twelve will finish the year with with about three hundred and sixty billion dollars in total e-giving and that would be a three point nine percent increase over two thousand eleven. But like any forecast, and we update our forecasts each month, right? So as these as the as the factors or the are reported each month, because you’re basing them on government supply data, then you you change your your forecast for each month. Well, and there are other things that happened as well, okay, look like thousand won is a great example. Two thousand one was was a very good giving year for most organizations until september eleven things changed dramatically after that. So you’re able to factor in world events like that, i guess world events, whether yeah, and whether they’re man made or natural disasters, tax policy changes, changes in government, all kinds of things, um, those things are all taken to account, so in terms of the forecast we updated each month, and so if we get it just as an example, if we get a severe weather event of some of some kind, that the severe natural disaster. Say an earthquake in someplace. Hey, that’s going to be good? It could be overall, actually good for the charitable giving economy, depending on what kind of event it is. Because people there’s an outpouring, obviously. And things like the indonesian tsunami and the haitian earthquake. Sure, there was a huge outpouring. But the thing to remember is that the charitable giving economy is complex, and so, um and and it’s somewhat defined so that disaster relief organizations benefit uh, a great deal during times of the those kinds of disasters. But that money has to come from somewhere. And usually it comes from other places and there’s some additive. But it usually comes from other organisms. Other non disaster organizations. Let’s, look at some of the sectors for two thousand eleven. So the arts sector how how did that fair last year? The the, uh, art sector, if you bear with me for just a moment. Sure got eight, eight sectors here to look over. The art sector was up for the year. Six point eight percent and the forecast for next year is for it to finish up five point two percent, which is better. Than the than the forecast for the aggregate national e-giving and but then their results this year weren’t quite as good as the aggregate national number. Yes. Okay. And what about you have ah, sector called society benefit? What is that? The society benefit is his organization’s, um, usually passed through organizations like united way? Uh, those those kinds of organizations would be included in society benefit jewish federations, those sorts of things. Okay, just a reminder for our listeners. I’m with rob mitchell, ceo of atlas, of giving. We’re talking about looking at giving two thousand eleven and two thousand twelve. How did those society benefit organizations do? In last year, they were almost at the national average, up seven point three percent and they’re projected to be almost at the national average next year. Five point zero percent okay, so pretty steady, but then religion i see has been, uh, losing market share. Religion has been losing market share and that’s been a trend that is that has continued for a number of years. Religion did not finish as strong as the nation did in two thousand eleven. Oppcoll let me get to that number really quickly, so recision was up, but not as much as the overall that’s correct, it was up six point five percent, but here’s the interesting thing for the forecast. For next year, it’s only forecast to grow less than half half of the national growth rate for giving so it’s projected to be up one point six percent and thousand twelve what’s the current market share current market shortages um, thirty five percent and how many years has it been since that’s? What you said several, but do we know when that when the decline in market share began? I don’t have that at my fingertips, like certainly get you that information? Because i don’t have that at my fingertips, do we? Don’t you know that there was a declining market share this year? Okay? And it dropped one percent from thirty six percent down to thirty five percent this past year. All right. And what do you expect for next year? Are you able to forecast that market share? Yes, we are able to forecast the market share. And so now i was i was misstated. Religion went religion was at thirty seven percent in two thousand ten. It was a thirty six percent in two thousand eleven, and it looks like if things go according to the forecast that it could be as low as thirty five percent next year. Okay, do we know where that where those dollars air going and again, it’s not a zero sum game, but do you have a sense of that, or not? Really? Well, you know, we we look at lots of different news and information about a lot of different things, and one of the things that’s no secret is that mainline churches in the u s have been losing membership, and it continues to be a problem for them, so that certainly is a contributing factor. The one thing that has not helped religion this past year and this is true of a lot of organizations that rely on lots of small gifts from lots of small donors, is that unemployment as a factor, has been particularly significant because when people fear being unemployed or they are unemployed, they discontinue their giving and often don’t resume their giving until they’ve had a chance to catch up after being re employed of course, like ours and furniture and clothes and taking vacations. That have been put off paying off debt, etcetera? Yes, so that that lags actually from the so the giving of a lag from a change from a decrease in the unemployment rate. Yes. Okay. Okay. Let’s, look a little at some of the sources, and i know you’re able tto look at individual foundation corporate m bequest. What happened to individual giving last year? Individual e-giving i was actually really, really good this past year. Individual e-giving was up. Um a little hang on one second. Let me get to that information. Individual giving was up seven point eight percent, slightly better than the national average. And the individual e-giving forecast for next year is pretty close to what we forecast for the aggregate it’s three point seven percent. Okay. And what was the just the overall dollar amount of individual giving for last year? Two hundred sixty point one. Eight billion. And that represents what percentage of total giving? Seventy five percent has that seventy five percent been pretty steady. It has been very study. It is. Okay. Um, let’s, look at some others. So foundation giving what? What happened that last year? And what’s forecast foundation giving. Wasn’t quite as good as the national seven point five percent. It was up six point, two percent in two thousand eleven, but next year it’s forecast to be currently forecast to be better the national giving it’s it is forecast to go up six point three percent. So steady growth in foundation e-giving from two thousand eleven to two thousand twelve way have just a couple of minutes left. Rob this number’s a really interesting is only so much time we can spend on them. What about the bequest numbers? Tony? I had a feeling you were gonna ask me, i’ll as planned giving is in my heart, of course, save the best for last bequest giving was exactly up as the same amount as the national e-giving average, it was up seven point five percent. It isn’t, uh it isn’t keeping pace. In two thousand twelve, according to our forecast, it’s going to be up three point, zero percent, and, of course, these air realized request. This is not expected, of course, and what percentage of total giving is a bequest? Revenue bequest revenue is, uh seven percent. Okay. And that’s been steady. Is that right? Okay. Last thing i’m gonna ask you is just something maybe a little fun because that we just have, like thirty seconds or so left. Since you can do this by state what’s the one of the most and least generous states in the country. Well, the most generous states in two thousand eleven for pennsylvania, illinois and florida according to their growth rates, pennsylvania had experienced upward are experienced growth of eleven point eight percent. Illinois eleven point four percent florida ten point five percent ok, and how about the other end? Um, there are a whole group of states which were there. Isn’t there isn’t a clear leader at the bottom, if you will. Okay, all right, so we weigh don’t have time to really to go through the list. We don’t want to embarrass anybody, any state randomly, so we’ll just leave it at that and we do have to leave it there for a mitchell is ceo of atlas of giving, you’ll find it atlas of giving dot com we were spending time talking about looking at giving two thousand eleven and two thousand twelve rob thank you very much for being a guest. Tony it’s. Been great to be with you. Thank you, real pleasure in very interesting numbers. Thank you. Right now, we’re going to take a break, and when we return, it’ll be tony’s take to stay with me. You’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back, it’s, time for tony’s take two at roughly thirty two minutes into the hour my block this week, which i thought was going to be my block last week, but it’s, not the block last week. It’s the block this week, so look for it this week. You don’t need the fancy stuff for your plan e-giving for small and midsize charities really having just a bequest marketing program and stopping there can be a very respectable planned e-giving program. First of all, bequests are where any program starts or irrespective of what your mission is or how big you are. You’re always going to start with requests because they’re the most popular planned gift expect about seventy five percent of your plan gifts to be bequests, and they’re easy for people to understand. Everybody knows what a will is, everybody needs a will. I may not have it, but everybody needs one and they know what one is so it’s an easy type of giving toe understand through a state plans and, um, for a lot of charities, that’s the place to end because you don’t need to spend money on expertise tohave people including you in their will so you could be going into real estate or the sophisticated trust or even charitable gift annuities, but you don’t have to don’t let a fear of the more sophisticated gift and the expertise required for some of them keep you away from inaugurating a plan giving program, start with requests and stopped there and it’s a very respectable and solid plan giving program, and that is tony’s take two for friday, january twenty seventh, the fourth show of two thousand twelve. Now i have breaking the mold in traditional endowment design to pre recorded at the national conference on philanthropic planning last year and here’s that interview welcome to tony martignetti non-profit radio coverage of the national conference on philanthropic planning. We are on the river walk in san antonio, texas. My guests right now are catherine miree attorney berry catherine is principal of katherine w miree and associates in birmingham, alabama, and attorney berry is a partner in law firm of wyatt, tarrant and combs in louisville, kentucky. Catherine durney welcome, thanks so much pleasure to have you. Your seminar topic is breaking the mold options in traditional endowment design. Catherine wanted to start with you. What the, uh what do we need to break the mold? What’s wrong with traditional design? Tony, i think if you look at the issues and lawsuits right now, where donors are suing charities, what it really reveals is that perpetual is a long time and it’s not entirely practical, to be very prescriptive in creating a long term funds to really look at the issues and talk about some of the solutions to the problems we see out there right now. Okay, durney, let’s, turn to the attorney. What are just some of the legal issues that we’re seeing in these lawsuits that katherine’s talking about right? Well, you you need to look at it from three different points of view. From the donor’s point of view. A planner and a charity are promising that they will do to certain things. And the donor believes him on the donor’s family believes them. And so the question is, can we really design an endowment that will work the way the donor wants over a very long period of time? Then you got issues from the charity’s pointed to it. Does it? Does a charity really want in particular endowment, particularly? If it’s if it’s very, very specific, it may be one thing if what you’re doing is saying we want teo, i had to pay for historical research. But if we say this is for research into the causes of world war i in one hundred years, that may not be something that the university say needs money for and the last, the last aspect that will be talking about is awareness of the effects on society. Is it good for us to have enormous accumulations and endowments? On the other hand, let’s suppose that we cut back on those for any of a variety of reasons. Is that good for society? They’re just complicated issues. And we like tio start people thinking about you and catherine a cz we’re getting into the topic. Let’s, let’s, define endowment. What were we talking about when we’re in these funds? What we mean that’s a great question to may endowment is any poo of fund set aside for the long term use of a charity or for charitable purposes? And so, in that respect, it could be what we all consider a traditional endowment at a university or hospital or any charity. Where the donor makes a gift to the charity and says, don’t spend the principal use only their earnings, or it could be a vehicle like a private foundation, which we see among a lot of the wealthy and a private foundation is perpetual and purpose, and it is, in truth, a pool of funds you’re required by law to distribute five percent of you’re investable assets that you but that’s an endowment, a supporting or could be an endowment, a donor advised funds could be an endowment, a charitable lied trust could be an endowment substitute. So these air all funds where the principle is invested in the earnings are used for charitable purposes, okay? But as attorney pointed out, the donor’s may have specific things that they want to fund, so if we’re going to be donor-centric shouldn’t we just allow them to do what they really want to do with their money and their gift? I love talking about donor-centric what that maims it doesn’t mean letting the donor run amok with a charitable purpose that would take a charity off mission, for example, attorney has a great example of that that makes me smile. Go ahead. Not my favorite one is let’s suppose that i wanted to go to my my church on tao, the singing of amazing grace. You can’t use the money to seeing how great thou art, but you can use it to sing amazing grace and some of the pastor says we’re going to do with that gift. We can have special robes for the singing of amazing grace. We could have a special rise or for the choir to sit to stand on, but all i’m really doing is disrupting the operation of the church and charity should be very sensitive to that, and i don’t, and somebody should come to me and say, well, it’s, wonderful that you like amazing grace and we can call the fund the amazing grace find, but but we just can’t administer a fun like that on a reasonable donors is going to go ahead and change that if you get some thoughtful back and forth and emphasizes his, catherine said the importance donor-centric donors want to help the mission of the endowment charity they’re they’re they’re working with, so you need to meld those, too. And catherine, if you’re attorney said, if the donor is reasonable and really wants to help the charity. Aren’t they going to be receptive to the explanation that that kind of purpose for an endowment just doesn’t suit us? Two of the things to the trends that i see that i think bear on this issue are one term endowments and to creating flexibility within the endowment and a method for or mechanism for change, i’ll give you a good example. I had a donor walk in and wanted to create a million dollar endowment for a program called success by six and the conversation i had with that does age six, i assume not six o’clock in the afternoon, right? Right, trying to do it in a day, six years success by six is an early childhood intervention education intervention program that catches kids when they’re three or four and prepares him tto learn and it’s a critical time in their lives and a lot of poor families. I don’t have that kind of support for children, and my question to the donor was, what are you really trying to accomplish? And when they said, i love these programs that go in and prepare young children, my response was let’s say that let’s don’t name a program that might not be here in a few years. Let’s talk about outcomes, let’s talk about what you want to do, so donors air prescriptive because they haven’t really thought of any other options, and i think our job is planners is to back him up a little bit and talk more about outcomes and purposes in terms, so we have options. We have the reflect, the limited term endowment and what was the other that you mentioned flexibility put in a plan b, a plan c in the event that the first purpose is no longer impactful? Effective makes okay now attorney in your work are you seeing donors who are receptive to these breaking the mold of what we’ve been doing for decades? Sure, let let let’s take, for example, and arts group the louisville orchestra if you have a donor who wants to benefit the louisville orchestra and wants to create a very long term endowment, it’s pretty easy to persuade the donor that a fund should be for the benefit or castro music in louisville, kentucky, an example of which is the level orchestra and that’s what? Should be funded first, but if one hundred years from now there’s some other something, then the larger purpose is funding live classical music and louisville today, we can’t really conceive of that it any other way than an orchestra that may be true in one hundred years, but but who knows? Education is another really good, and you have the issue of bankruptcy. Our orchestra and birmingham went bankrupt and took down with it a number of funds that donor said contributed so in attorneys example, what do you do? Have you protected the funds in one of our jobs? Is planners if we’re representing the donor, is to protect those funds for the use that they intended. So what do you do in that situation? And i hear that a lot from potential donors. What happens if the college or the orchestra doesn’t exist any longer? How do we protect the donor? Well, they’re they’re number of ways you could do that, one of which is you can put the assets the endowment in a separate organization in a philanthropic fund, a private foundation, a community foundation, a supporting or where it is not the charity’s directly, so that’s one way to do it another way is to have a gift over it’s a little extreme. What does that mean? Gift over way have jargon jail here on tony martignetti not probably don’t my antenna are always up when i’m with an attorney, right? Right? No way. What did you say left over as long as as long as that particular organization is doing x, then the endowment will be theirs. But if not, it will go over to a second organization. So the second organization has an incentive to police what the first organization is doing so let’s say let’s say that what i do is i create endowment for ah, for a hospital that’s supposed to be used to support it’s it’s women’s programs and for whatever reason, the hospital stopped doing that it goes in and becomes a long term care facility. If i have a gift over to another hospital, the other hospital is going to raise the red flag and say, oh, first hospital isn’t doing this anymore where’s our money? Well, that’s, a very that’s, a very good way to do it, and you’re finding non-profits are willing to accept that oversight. By another local non-profit i mean, but but because again they don’t they don’t think they’re ever going to get out of that business, and so it helps them do whatever it is they want to do. The harder ones, quite honestly, are something like a library where you have donors who really want to fund collections, and you have to have the very difficult conversation, particularly with elderly people, that collections may not be books, and they really don’t know when they say not books, they think, oh, it’s, going to be some endless room of computers and dvds and and a bunch of kids playing and this is not what we want to do, and you have to say, well, it’s, not entirely true, if, if in in, you know, the year one hundred somebody had endowed the creation of a pirate’s manuscript, you you would have wanted them to fund gutenberg, and they all kinda well, yeah, that’s, that’s, true, but but those air harder organizations, catherine let’s, take a step back and think about some smaller organizations that that really just wanted. Maybe they’re at the stage where they say we need to have an endowment. We want to start an endowment. What should they be thinking of our around the issues that you attorney are concerned about? I think the first place to start is the role of endowment, both internally. I always looking to cases for endowment. One is thie internal case. Why do we need an endowment, how we’re going to use it. So everybody over the board is saying, we need one, you want to, you want to question, why, okay? And why do you need one? And what is its role going? Tobe a and i don’t think people talk about that enough. And then that second case is washing donors. Invest in the endowment, talking alternative radio, twenty four hours a day. Hi, i’m carol ward from the body mind wellness program listen to my show for ideas and information to help you live a healthier life in body, mind and spirit, you’ll hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a m eastern standard time on talking alternative dot com professionals serving community oppcoll oh, this is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales or maybe better? Writing are speaking skills. Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications, that’s the answer. Told you. Durney what attorney, in terms of structuring endowment, from a legal perspective, what does the charity beginning that process need to be thinking of? Well, you you need to decide, is it going to be an internal endowment or an external in down there? You’re going to keep it on your books or are you going to create an organization or creative fund at a community ways you mentioned earlier, communiqu, conditional donorsearch vie, having donors use their own donor advised funds that said, ok, so what do you want in house or do you or do you not? And then what sort of what sort of restrictions are you going to impose? What sort of gifts are you going to solicit? One of the things that that i fine at least, is that often time, endowments and plan giving generally very unfortunately serves a work avoidance function, it is we’ve got somebody on staff or the board says, oh, we’ve got a lot of older donors we need to raise endowment dollars from them, but nobody really wants to go ask anybody for endowment money, so they say we’ll order some brochures and we’ll mail the brochures out and we’ll have a plan and we’ll have a committee, and at the end of the day, they’re shocked to discover that nobody gives any money and so they then divert the person to doing special events, and three or four years later, somebody on the board says, we need to get serious about endowment, and we start the process all over again, you know? Oh, and and and you see it when you look at resumes, most of the resumes among the smaller charities in certainly in our area there the plan giving officers have us much special event experience as they do playing e-giving experience the ones where you have success are the people who are committed, and they say, it’s future, we’re going after the future all of fund-raising at the end of the day, it’s just telling your story. And if you have people in the organization who aren’t comfortable telling the story, i e fund-raising that’s a problem kapin you’re shaking your head, as tony was saying, future anything you want to say they’re no, i agree, i agree with him. Absolutely. I generally look at annual operating annual fund-raising supporting operations plan giving and deferred giving supporting endowment because it’s a one time gift, it perpetuates the donor’s ongoing gift. We know that those gifts come from the most committed donors, so i don’t disagree with you. You know, i thought maybe you were shaking your head in chagrin over over organizations that might be doing what i do. I see it all the time. So how should we structure internally in terms of fund-raising to avoid the the problems that attorney is describing when we’re starting an endowment, campaign or program? You know, i think an endowment campaign on its own is the hardest thing any charity will ever do. I look at it as part of the bigger picture, part of the bigger case. Two donors that they need to invest now and in the future, i see. I really think having people the son to play e-giving and having the disciplined allocate those gifts to endowment as quasi endowment, which is bored. Allocated as opposed to donor ellicott. Ok, let’s, talk a little about that quasi endowment. That was okay, too. Real types of endemic one is true endowment. That is where the donor places to restrictions on those funds that you cannot spend the principal. You may only use the earnings. The other is quasi endowment, and quasi is bored. Allocated endowment. That means the gift comes in without the restrictions. But the board itself places an endowment because it has the discipline to do that. And that is the easiest way. Oh, so that’s that’s an unrestricted gift that might just be a thousand dollar annual gift. It’s and the board makes a difficult decision. Yes, to not spend it right and put it into its true endowment. Right. And, you know the other argument i usually give, charity says if you budget a state gifts, you are basically budgeting death and that it’s a little tricky in terms of the unrestricted gifts being allocated to endowment by the board. Is there ah, policy or a guideline that you like to see a certain percentage of unrestricted gifts being devoted to endowment? I look at it. Mohr is all the testamentary gifts. The things that are triggered by the death of the donor. If the charity will put one hundred percent of those an endowment, it will basically in tao in many cases, the donor’s annual gift i wanted to. See have all that discipline and then if they need, if you have policies it’s, goingto be howto we withdraw some of those funds, but how do we use them that’s so hard to do, though in especially in the midst of a recess? Shin still, but attorney, i see you nodding. You agree it is, but you could never make any progress. It seems to me if you’re if you are always having to find new donors, you want to be able to tell the story two new people every year, but you want to continue to capture the story of our capture, the people you’ve already told story too. So if you’ve got a donor who gives you a thousand dollars a year, if you could get ten thousand dollars as a request or is a longer term gift of some sort, then this is good because they’ve basically funded their gift and now i can go after the next person aunt, i can actually expand and grow and develop in a way that it’s very difficult to do if you every year are starting from scratch. Of course, catherine, as our consultant, we know that the cost of acquiring a new donor is considerably greater than e-giving follow-up gift from an existing it isthe and i look at it it’s maximizing the donor’s role with the charity. If they are giving to you every year, you need to make that ask that they give in perpetuity and many of them will you’re not going to find people walking around on the streets that there going to make it down my gifts that haven’t that don’t have any other connection to your charity know you’re looking for that commitment in terms of and doesn’t that commitment. Evenflo teo two donors who were giving it small levels, right? Let’s, talk a little about that. Catherine. I see direct mail organizations whose average gifts eyes on an annual basis is very low. They don’t have those hi n major gifts, and yet there is committed and they might leave an average of st gift of thirty or forty thousand. It may not be as large as the major gift donors, but it’s significant, no charity would turn that what? So look to your small giving your donors were making small gifts, but doing it consistently maybe that zach decade arm or decades? Sometimes we see in longstanding organism right best the number one indicator, and what i have learned is that many of those donors make their only major gift at death because they can’t afford to do it doing like we have to leave it there been with katherine miree principle of katherine w miree and associates in birmingham, alabama, and turny bury a partner in a law firm, wyatt, tarrant and combs in louisville, kentucky. Catherine, attorney welcome. Thank you very much for being here. Thanks. Enjoyed the topic was breaking the mold options in traditional endowment designing your listening to tony martignetti non-profit radio coverage of the national conference on films about the planning two thousand eleven. That was my interview with katherine miree internee berry from the national conference on philanthropic planning on breaking the mold in traditional endowment design. I want to thank everybody this week, my thanks to rob mitchell for being a guest on dh catherine miree and turny berry for taking time. Teo, sit with me at the national conference on philanthropic planning and also thanks to the organizers of that conference. It was a pleasure to be a media sponsor there. Next week, tapping entrepreneurs for your cause with jerry stengel principle of stengel solutions were going to talk about the value that entrepreneurs khun give you and how to approach them. 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Nonprofit Radio, January 20, 2012: Revel In Real Estate & Board Oversight Basics

Big Nonprofit Ideas for the Other 95%

Sponsored by GE Grace corporate real estate services.

Listen live or archive:

My Guests:

Interviewing Chase Magnuson and Allen Thomas
Chase Magnuson and Allen Thomas: Revel In Real Estate

Chase Magnuson of George Washington University and Allen Thomas from The American College have small and mid-size nonprofits in mind as they describe how to identify prospects for real estate gifts; also how to cultivate, solicit and negotiate these gifts. What is the due diligence that’s required to keep your charity safe from a bad gift?

 

Gene Takagi
Gene Takagi: Board Oversight Basics

Our regular legal contributor Gene Takagi, from the Nonprofit & Exempt Organizations law group, unlocks the vagueness around “board oversight.” This is part one. We’ll continue the discussion in February.

 


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Here is the link to the podcast: 075: Revel In Real Estate & Board Oversight Basics

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent it’s me, your aptly named host for january twentieth, two thousand twelve. I hope you were with me last week when we had podcasting primer with john federico principle of the new rules talk about what podcasting is and how you get started. Are you doing video or audio? Only what’s your content and how do you distribute your podcasts? Also with me was scott koegler, our regular technology contributor and the editor of non-profit technology news, and he gave us his thoughts on twitter organization pages. Should you get in? How do you get in this week? Revel in real estate chase magnuson of george washington university and alan thomas from the american college have small and midsize non-profits in mind, as they describe howto identify prospects for real estate gif ts how to cultivate, solicit and negotiate thes gif ts and what is the due diligence that’s required to keep your charity safe from a bad gift? This is a recording from the national conference on philanthropic planning and board oversight basics. Jean takagi are regular legal contributor and principal of the non-profit and exempt organizations law firm in san francisco, defines oversight and explains how it should be executed to protect your charity and your board members. This is the first part of our conversation, which is going to continue in february between the guests on tony’s take to my blogger this week. You don’t need the fancy stuff for your plant. E-giving the most sophisticated gift’s really are not necessary to have a very successful and suitable plan giving program, and i’ll talk about that. We’re live tweeting the show as we do every week. Use hashtag non-profit radio to join the conversation on twitter. This show is supported by g grace corporate real estate services. I am grateful for their support. Thank you right now, we take a break, and when we returned, we ll talk about reveling in real estate and stay with me. Dafs you’re listening to the talking alternative network. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. Oppcoll hey, are you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Welcome back, i hope you’re ready to revel in real estate. Here is my interview with chase magnuson and alan thomas from the national conference on philanthropic planning. Welcome to tony martignetti non-profit radio coverage of the national conference on philanthropic planning. Where on the riverwalk in san antonio, texas. The topic right now is except real estate gif ts exclamation mark on my guests are chase magnuson and alan thomas chases director of gift planning for real estate at the george washington university. And alan thomas is vice president of advancement for the american college in bryn mawr, pennsylvania. Gentlemen, welcome. Thank you. Thank you. Nice to be here with you. A pleasure to have both of you. You have an exclamation mark after except real estate gift chase why’s that why’s that so important? Well, it’s important because it’s one of the largest equity opportunities for both the donors to become philanthropist as well as the charities to benefit from they’re gifts of real estate. And historically, charities have been either rejecting or not accepting real estate gifts. And i think alan and irp bringing some pretty good reasons why organisations oughta consider real estate gifts in addition. With some wonderful solutions. I i think accepting real estate gifts is a wonderful topic name. But i would make it even more emphatic and just say, take real estate. Any kind of okay? What’s the reluctance been chase. Why have we seen that? The expertise of the organization’s doesn’t lend itself well to the real estate industry? Ah, they’re two separate disciplines, and they haven’t put together teams of experts to help solve problems. And there is a great fear love liability that comes with the ownership of real estate. And i think some of the some of the issues that alan and i are going to be covering today would help solve those problems. Reduce the risk is there is risk, right? And what? We can minimize the right. Yes, indeed we can. Okay. Um, ellen let’s. Turn to you and think about how we start to talk two donors. How do we start to cultivate them around thinking about a real estate gift? Tony, great question. We we need to encourage the charities, too, reach out to the real estate community in order to promote real estate, real estate professionals, real estate attorneys would absolutely real estate. Brokers, attorneys and financial advisors who represent potential donors as well. And we need to get this message out that charities are willing to accept real estate and that there are advantages too, their donors too, to make these gifts to charities. And there are vory wonderful mechanisms that will promote this and make this viable for both the donor and the charity. Okay, what it’s actually, the charities have been standing in the door rejecting gifts that donors very generously have come to the table with because the charity’s air not set up to handle it. Over eighty percent of all gifts from donors offered to charities are rejected out of hand. Real estate. Yes, and the and the best. We can calculate the amount of real estate that’s rejected every years between sixteen and twenty billion dollars. That could be coming to charities at least some a portion of that, if the charities would go to the trouble of putting together teams of experts to help them manage the process. So it is such a wonderfully ah wonderful opportunity. Foran untapped market to really spur on the charities in a very difficult time in fund-raising. All right, so let’s, pursue that. What? What does the charity need to have in place? Chase they need to have policy, some procedures internally. They need to have a committee of people who make decisions. The plan giving officer who is the front line agent for the charities have to have a working knowledge of the types of real estate gifts and how they can be used. And here at this conference, i would venture to say ninety five to ninety eight percent of all the plan giving officers understand the technical side of it. But they need they need residential real estate agents for for personal residents. They need commercial brokers for investment properties. Farm and ranch brokers who specialize in another area and industrial brokers for corporate gifts of surplus rules state. Yet really, it really covers a gamma of about twenty six real estate specialties, and no one person can have all of that kind of expertise by themselves. So this may not be appropriate than for the smallest, some of the smaller or smallest charities. Oh, on the contrary, they ought to team up with a larger, better position charity to share in the gift. Okay, let’s talk. About that, then. So what can the small and midsize shops do that that don’t have the the board or the wherewithal? Teo hyre this expertise what in the small tony do, tony, the small charity can partner with a larger charity, and that has the expertise and has those contacts and the team sort of driven approach to accepting real estate, and they can partner and split the proceeds between when it when a property is sold? Okay, so there are ways of partnering and and helping those smaller charities our message today to this, this universe of folks here at the plant giving conference is to help them understand that there are mechanisms and ways in which to accept real estate that will insulate them from the risk that maybe inherent, and they’re all course skeptical about the real estate market today, and we need to assure them that there are ways of underwriting acceptance of gifts that should be acceptable to their boards and make them comfortable, right? And we’ll have time to get to some of those go ahead. Chase looks like it was something i was going to say that the small charities by teaming up with a larger charity don’t expose themselves to cost of managing a process or hiring new people, and it can move very, very smoothly through the process. But what what professionals like alain bring to the table is they’ve actually closed major real estate gifts. What we here at these conferences, frankly, are quite often just theories on how it’s going to be done. So for four practitioners who have closed multiple transactions on all kinds of properties, you’re looking at one of somebody that’s very unique and chase the two of us wear all admiring each other well, no, i admire your strength, no, but it but it needs to be it needs to be heard out there somebody’s actually doing it rather than just theory on a piece of it can be done well, and your title is director of gift planning for real estate. So i imagine you’re working. I mean, we’re not just sitting back, you’re earning your keep. I’d like to get a copy of that to washington. I’ll get a copy of this for my university, so they didn’t have anything to do with getting dinged. You’re listening to the talking alternative network. E-giving cubine are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam lebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress people be better business people. Buy-in hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative that come mondays at eleven a. M call in for a free psychic reading learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen. Every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed and the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. Hi, i’m kate piela, executive director of dance, new amsterdam. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Dahna durney chase earns his keep exclamation Mark exclamation mark 3 of us, okay, now, but i want to say i want to pursue this a lot more so a small charity someone comes to them with the idea of a real estate gift, wouldn’t that charity be reluctant to go to another another charity and partner for fear of losing the donor relationship? Alan? Well, the important thing is that that small charity needs to still be the primary contact with that donor, and they need to be assured that they will be in the having that principal dialogue bringing the larger charity in as as an adviser and able to help guide the process. Chase and i talk about process because you need an infrastructure buy-in place and a process in order to be able to accept real estate gifts if you don’t have that infrastructure and process you’re going to be, i’m flailing away and and in all likelihood, probably not accepting real estate gifts when they’ve always falling into the eighty percent of jordan chase mention exactly, i would go in another direction for the small charity that’s looking at a million dollar gift, and they’re not. Capable of handling that, how dangerous does it have to be for them to lose their donor if the if the property is handled with a sister corporation and they get five hundred thousand dollars of the gift they get xero or they get five hundred thousand dollars, that doesn’t seem to be to be a very hard business decision for the small charity and whoever they’re teaming up with they’ve already vetted them, and they know who they’re dealing with. We all live in a very small community known as the non-profit world, and you simply cannot afford to to go against what you’ve told another charity you’ll dio and we really go out and say to the small charity, we’re not going to invade your relationship with your donor. This is a one off transaction that we might help with. Have you pardoned partnered at george washington with small charities? Not yet, but i’ve done it in my prior career, and we’re establishing ourselves to do exactly that. Okay, so are you reaching out to the non-profit community and some of the earlier they’re here well across the kind of nationally, okay? Yeah, and i think alan would do the same, and that will be part of our message today as well. Yes, you’re coming on dso, and it need not be in your in your respective cities, the part of the partner charity. No, there are our efforts or national in scope, and so isn’t chases. We, we will look at real estate, gets all over. The united states were actually intergalactic. With a word like intergalactic, you don’t need an exclamation. Absolutely no way that carries today. No fluctuation required the word that word is resounding in its own period. Even a semi colon that’s. Okay over does. Okay, no. But i think it’s important for the audience of this show is small and midsize. Non-profits i think it’s important for them to know that that both of your institutions are interested in talking to small or shops that that maybe offered a real estate gift and don’t have the wherewithal to manage it themselves. Absolutely, i would. I would liketo characterize us as mentors. Once we teach the smaller charity how to do it. Well, step away, and they never have to share again. Okay, but they can also use community foundations and other charities in their community that the donor might want to have an interest in rather than coming to a george washington university. All right, um, alan, you talked a little about cultivation. You starting to cultivate the gifts through the advisors. But i really should have started with identifying let’s. Let’s, uh, let’s. Identify the right donors to be proactively recommending or promoting the idea of real estate gifts how do we i d defy the right group toe promote these ideas too well in any kind of plan giving situation, the best donor that you’re going to have for your charity is one who has been involved in your charity in the past, who has a strong affinity to your mission and and has been a past giver. So first of all, you look at somebody who is invested in your charity already and would be the most likely prospect for a planned gift of any kind. And then you would want teo sort of identify those who in particular might have real estate assets above and beyond the average kind of donor and who might be a very good prospect. So that takes time to cultivate your plan giving donors and understand who those best ones are for real estate gifts and what type of real estate might they need to have? I mean, suppose they just have primary home could could could the type of donor that you described be a candidate for the type of gifts we’re talking about with just a primary home? Yes, tony, the very first example we will. Given our presentation today is called a retained life estate, and that is a gift where a donor gives they’re residents could be a primary residence or a vacation home or a ranch that they give it to a charity, and they retain a life estate to remain there through the balance of their lives. On tony martignetti non-profit radio, we have jargon jail, i’m working plan giving. I know what you mean, but let’s talk about life. Is that what i want to keep you out of jargon? Jail? Okay, otherwise i’ll throw you in. Okay? Pinstripe soup in all doesn’t matter, right? And you don’t get what is what is a life of state that life donor is retaining a life of state is when you reserve the right to stay in that property through the duration of your lifetime, and it could be one person or or joint people could be more than one. So if you have a husband and wife who are seventy five, seventy six six and they love your charity, they want to give their primary home to you, and they want to stay in that property for the balance of their lives. They transfer the deed to your charity and and reserve this life tenancy to remain in that property for the rest of their lives. So then when one of them in the first of them dies, the survivor continues to live there. Yes. And then at the survivors death? What? What happens to the property then? The charity has complete control over it. Okay? Because it is a new deed. Is that right? The deed is transferred to the charity when the retain life estate is created. Right? That’s what i meant at its creation. We’re we’re writing a new deed. Yes. Where the donor keeps the life residents like state on dh could be for more than one life. And then, at their death transferred to the check. Yes. And there there are two other benefits. Should the donors decide they want to move out of the home into a assistant living, they can rent the property and get the rental income. Or they can sell the balance of their life. A state to the charity for a lump sum. So it’s, sort of like a spic it for additional income for the donor, it’s. Wonderfully flexible it is. Wonderfully flexible, yes, i’d like to come. I’d like to come in a different direction, alice, giving you the allens, giving you the traditional explanation on how you manage and cultivate, but we’re also problem solvers. We often get donors that come to us that say we’re trier dh of managing our property, we need income, we could use some tax shoulder here’s our property, give us the alternatives so we’re like we’re really weaving a mosaic on different opportunities for lifetime income tax shoulder and to solve the property management issue, so we’re problem solvers at the same time we’re cultivating the relationship. Excellent, wonderful it’s a wonderful role to play it is the retained life estate, so we’ve been using the example singularly would baizman saying at the death of the donors don’t or donorsearch nto the remainder is to the charity, but this can be done for multiple charities then is that right? Yes. Ok. And how? How would the charity’s then work together? When the property is transferred to them? At the death of the survivor, there would be a primary charity that would take title to the property with the responsibilities to make sure it’s maintained that it’s insured and that sort of thing. And then an interlocking agreement with the donors and the other charities on how the eventual proceeds will be divided. Okay, very simple. It’s all worked out during while the donors are living. So they know how the proceeds will be distributed across the charity. Yes. And it becomes very much like a landlord tenant kind of situation because your donors remain there living in the property. Caring for it is they have been so it’s, like a landlord tenant situation and alan who’s responsible for the expenses. While the donors are living there, we typically look to have the donor take care of the expenses, the maintenance, the real estate taxes, the insurance. And so that the charity doesn’t have to make those expenditures. Okay, way. Make site inspections because we are the stewarts for the organizations that are getting the proceeds to make sure our asset is well taken care of. So how often is there a site visit? At least annual? Yes. Annually. Okay. And what if the donor chase would like to make improvements or renovations or to the property? Do they need to get the permission? Of the charities how does that work? Yes, that’s that is in the original contract for donation because additions to properties in the eye of the beholder may change the value. Heard it or do something else because uncle fred came in and decided to put a carport in but he’s, not a contractor. And when you go look at it, the carp ports on the wrong property. And here comes the litigation. Ok, so there does that we have, right? Yeah. Okay. All right. So following our course, we’re talking about identifying the right donors and cultivating chase let’s continue with how do you open this conversation with people who you think are good prospects for ah, retained life of state we were talking about? Well, i think that there’s some qualifiers such is their age. You you wouldn’t open this conversation without having several donorsearch meetings the you asked the question, what are you trying to accomplish and it’s from that point that we move forward, we can eliminate many alternatives in the gifting program of real estate because we’ve heard the donors are going in a different direction if if things like we want to live out our lives here in comfort that is the first kickoff to say, look, you could get some tax deduction, you could become your legacy can be turned into a current philanthropic recognized gift, and you can stay here and we’ll help you do that. That’s an easy conversation. You often meet the donors at their home you can look around you known awful lot about about your diet, your donor base. So i don’t. Alan, do you have if allen’s probably got a key question when he comes in the door, where’s the deal now you set him up now he better have one because you’ve set him up for god gave him time, anyone? Now, if you’d like to add more to opening that conversation, i would like to add a new additional part of the conversation, and that is that this is a holistic discussion that goes way beyond just the real estate. You need to know your donors in this situation because, for instance, you don’t want to take a retained life estate if that’s their single asset or predominantly their asset, and they don’t have any other income or assets in order to meet their future. Living living needs their medical needs, and you don’t want to find yourself in a situation where they need that the of the worth of that real estate in order to cover their future needs so that that that’s an additional part of the discussion which goes beyond just the real estate. So we is planned giving people need to have a complete, broader dahna perspective on what that donors situation is it’s very important. It’s all about the donors donor-centric donor-centric we’ve been saying about you don’t okay, all right, so then alan let’s continue. We opened the conversation, the person is willing to hear a little more do we start to bring in their advisors, their family? What? What sort of the next step? Maybe the second or third meeting about this topic, we absolutely need to bring in their advisers, and we highly recommend bring in family. Ah, the last thing you want is family to be surprised when when mom and dad have all of a sudden announced to them g i gave the homestead teo x y z charity, and we’re going to stay here for the rest of our lives. But it’s gone, so you don’t want direct, close family to be surprised in those situations, so you want the adviser of the family and we need to bring in our expertise with ah ah appraisers and conduct our due diligence to make sure that the property is valued correctly and that there aren’t any unsuspected sort of liabilities associated with it. Okay, i’m hoping we have a minute or so to get into some what some of that due diligence is, but chase, let me ask you who might some of these experts or should sorry donors advisers be that we’re asking the donors to bring into the conversation. In addition to their own family attorney, they ought to be talking to a specialist and will’s in the states. They ought to be talking to a c p a that we work closely with that professional, the plan e-giving a person should be eventually brought in on a three or four way conversation and then, depending on the type of property, the plane giving officer would reach out to a real estate specialist on on that particular kind of property to get an evaluation just a range of values, because some donors think their properties worth a million, and it may only be worth not to say only, but it could be where six hundred thousand so expectations have to be matched and that’s what alan was talking about, this is a process you don’t do it one setting, you work through it and that sort of thing. So everybody needs to be on at least the same page on what is the value of the asset we’re going to talk about today. And how do you want to use that? And do you want to share that between our organisation and others that you have historically given money to? And you could do that all in one package, and we’re here to help, okay? We have just about a minute left, gentlemen, alan let’s, talk a little about the due diligence. What? What does that do? The charity or charities working together? I need to do to make sure that this is an appropriate gift for them to accept. Chase and i have forms that we’ve actually developed form for the donor to answer three or four pages of questions, and then we have our own donor-centric list for ensuring that we’ve covered all the issues that zoning issues, title issues, environmental issues having an environmental phase one study done these are all things that need to be conducted in order to know that you’re getting a property that you’re comfortable with and you know it was free of liability and is going to be worth what you’re representing to your charity. The last thing you want to do is except a piece of real estate that later your board finds out, has evaluation drastically different than what you’ve represented and, oh, by the way, there’s some sort of environmental issue related there as well, so that part of the due diligence and that brings us really full circle in terms of minimizing the risk, there are potential risks, but we can work buy-in partner with other charities to minimize those risks we’ve been talking about except real estate gifts. Exclamation mark with chase magnuson, director of gift planning for real estate at the george washington university, and alan thomas, vice president of advancement at the american college bryn mawr, pennsylvania german one thank you very much, tony, thank you so much for this pleasure to be here. Enjoyed it as well. Tony martignetti non-profit radio coverage of the national conference on philanthropic planning in san antonio, texas. As you heard my interview from that conference, we’ll take a break when we return. It’s, tony’s, take two, and then gene takagi will be with me, and we’ll be talking about board oversight. Stay with me. You’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam lebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com metoo hello and welcome back. It’s, time for tony’s take two at roughly thirty two minutes into the hour. My block this week is you don’t need the fancy stuff for your plans. E-giving for small and midsize charities, having just a bequest marketing program is a perfectly respectable planned giving program. You see a lot of talk about mega gif ts and sophisticated and creative and fancy gift, and those certainly exists in all kind of trust arrangements and things that are even less typical than trust, but you don’t need them necessarily any program, irrespective of what the size of the institution is when they start playing e-giving always starts with requests because it is the most popular type of plan gift easy for charities toe promote its easy for donors to understand s o across all programs, bequests are the place to start, and they’re the most popular type of plan gift you’d expect about three quarters of of all your gift in any size program to be bequest. Um, because everybody needs a will and everybody understands what a will is and how to use it for charity. Purpose is very simple. Follow on from that, but for a lot of charities, that’s the place not only to start but also just to end because they don’t have the expertise to be more sophisticated with their donors in terms of types of terms, in terms of types of gifts, or they don’t have the money to hire the expertise necessarily. So the bottom line is you don’t have to go fancy and exotic if you’re if you’re smaller, charity think just about requests, and that is a very respectable planned e-giving program and that’s what the block is about you’ll find it at m p g a d v dot com the post is called you don’t need the fancy stuff for your plant e-giving that is tony’s take two for friday, january twentieth, the third show of two thousand twelve jean takagi is with me now jean is principal of neo, the neat non-profit and exempt organizations law group in san francisco. He also edits the popular non-profit law blawg, which you’ll find at non-profit law blawg dot com and you can follow him on twitter at g tak gt a k jean takagi, welcome back, great to be here durney hope your two thousand twelve great. Thank you. Happy new year s are our first discussion of the new year and we’re talking about the basics of board oversight. Why is board oversight even an issue so critical in these times? Tony, where non-profit organizations are really working in an environment of fewer resource, is greater competition and it’s up to the board to not only show leadership but teo exercise oversight. Teo give confidence to the public and two donors that the organization is running well, that they’re making effective and efficient use of the reason lorts teo accomplish and further their mission on dh what do we mean by oversight? What does it include, but really means about on? For most boards of directors, it means about looking over the finances of the organization, looking over the programs of the organization, looking at legal compliance and looking at the executive director’s performance. So all of those would constitute some levels of oversight to make sure that the organization is running the way it’s supposed to run. Okay. And what if the board, um, either collectively or individually, however it’s best to describe it? Um, isn’t doing proper oversight that’s where organizations could get in trouble, okay, that with some organizations, especially with the media and with the internet and public scrutiny and forms nine ninety, which are the annual information returns that charities have to file being available public to the public. Just fun. Guidestar dot com it’s, easy to see what’s going on financially programmatically it’s, easy for organizations to be scrutinized and for boards to be held accountable for what’s going on in an organization and while legal liability for boardmember is really, really remote in the charitable sectors. It can’t happen a time, but maybe more importantly, an organization, and simply get devastated by poor governance way seen examples of this with you, can i just before you go into the example, can i just remind you speak a little bit louder? Yeah, much better, thank you. Great. So we’ve seen examples of organizations that can get into trouble, and we might discuss this a little further later on. But the second mile is just one organization. There was a central asia institute that was associated with greg mortensen, who wrote the three cups of tea that was also in the news. Lately they’re a bunch of organizations over the last five or six years that have been in the news for poor governance on and ultimately that could really hurt the donors, the donation based on that could hurt the programs and the beneficiaries of these non-profit and the second mile that you referred to that was that penn state scandal crisis and on we will have some time to talk about some of the examples. What about? I mean, i hear the phrase fiduciary duty a lot, you know? But what, what, what? What are the duties that are fiduciary that board members have to the charity great? And i’ll try not to step into jargon, joey, i’ll get you don’t worry about is here. Yeah, but they’re really three separate legal duties that a board of directors or each director has that serves on the board of directors first is the duty of care, and that generally means that a director must act in a reasonable and in form manner under the given circumstances. So if they’re acting like a reasonable average person would who’s in charge of an organization, then they’re meeting their duty of care. You started you starting to fade a little bit, you have to speak a little louder part of that part of meeting the duty of care is just acting as a reasonable person would in a like position under similar circumstances, so it a person would review financials oven organization that they’re in charge of that would be considered reasonable, and all directors should be reviewing the financials. They should also be reviewing whether their programs are effectively and efficiently meeting their missions or furthering their missions. So having some sort of measurement tool or developing it, or on dh, that could be very challenging at times, but taking steps towards that that’s all reasonable ticks back from the fiduciary or director so that’s part of the duty of care, another legal duty is the duty of loyalty and that’s really acting in good faith and in the best interests of the organization, even ahead of their own interests. So when you’re in charge of an organization that the director on the board, you’ve gotta act in good faith and in the best interest of the organization, if an opportunity comes up, that would benefit you and to the detriment of the organization that’s an opportunity that you shouldn’t take. If it was produced you in in the contacts of being a director of the organization, that sounds like it flows over into conflict of interest policies exactly right? Okay? And every organization should have a conflict of interest policy, okay? We’ll get to the different policies. I know there are a lot of them, but that’s, this is interesting. Flushing out the fiduciary duties. Go ahead. I’m sorry. The duty of loyalty. Is there anything else there? Be good faith and best interest? Sure, and and it really is about managing conflicts of interest doesn’t mean that organization couldn’t take advantage of a director who’s going to provide a below cost lise to the organisation, for example, but that it would have to be done with disinterested members of the board, the board, the board director of directors or the members of the board that don’t have a financial interest in that least, teo clearly show that, yes, it is below market or no better than fair market value in favor of the other director who’s interested in that transaction. It also has to do with things like keeping things confidential if you learn of things of the director. Of the organization, including employee salaries that you’re not really supposed to share with the general public. Well, as a director, you have a duty of loyalty to keep that information confidential. The third d d that i mentioned with the duty of obedience, some face it within within the context of the duty of karen duty of loyalty, but the duty of obedience to be treated as a separate duty, you know, don’t you want to be a priest, teach the duty of obedience, right? This is not a valid, just a duty. Maybe we get it from the religious contacts, but it really has to do with obeying what the law says you have to do and obeying what your internal laws say you have to do and that maybe the provisions of your by-laws for example, and their policies that we we can talk about it means that you’re going to comply with all of those things, and you’re gonna do that reasonably. Okay, so that’s interesting internal as well as external laws correct all of the internal laws you set for yourself. You can’t just ignore that you can’t let your by-laws sit on the shelf. Without making sure that you understand and know them, then how to comply with them. Okay, now you said that there are obligations around finance programs, legal compliance and overseeing the work of the executive director or president, you know, whoever that is, whatever that title is, but how does a director who comes, how do they have all this expertise? I mean, how can they do all this? Yeah, very difficult questions. So some of the directors that that joined the board may not have the expertise. So part of what you need to do in recruitment if you’re on an existing board, is to try to get different board members who khun bring in such expertise so that they can share it with other board members. The other thing to do is to bring in consultants to help out. So if you don’t have that expertise on the board and you’re not able to recruit for it right away bringing and consultant and give lessons two to your board have been get presentations, make information available to them, and i think this is a the role of an executive director’s job as well, to make sure that their board has sufficient educational materials so that they’re able to properly support that executive director and meet their fiduciary duties. Maybe know and understand. What’s expected of you. It could really be a lot of fun. And you can find out how to really leverage your authority to help that organization do even better work. Okay, so let me see if i understand then then those three duties the duty of care and loyalty and obedience. Those air individual. But then the financial program, legal compliance and overseeing the executive director work those air collective of the board. Or is that not right? Yeah, i think that’s right. So that the three duties that we talked about right applied to each individual originally. Right? Right. Right. But the oversight process, the board, the board members all have their individual duties. But collectively is how they hold power. Directors individually, actually have no power, tony, unless they’re delegated with power by the board. So inherently they have no power individually. They only have it collectively and collectively, it’s how they have to exercise. That oversignt okay. Now we have just about a minute before the break. There’s. A lot more detail. To cover, but just in that minute or so. What if, individually a director is not meeting the one or or any of those duitz three duties? What, individually, khun b. The liability. Well, typically, liability is not going to be imposed unless it’s the worst circumstances. So unless there’s some sort of embezzlement going god or payroll taxes are not being paid to the irs that’s always a very bad thing, directors aren’t usually going to be held liable for for for little things. But if the director is not been paying any attention, not attending meetings, not reviewing financials, not participating in the decisions that the board is expected to make, they can get themselves in trouble, and part of that may be with the media, and they could be blasted by the media criticized that could do particular damage to individuals beyond what the legal liabilities are something for every director to be careful of. We’re talking about board oversight basics very interesting, very important for the protection of your charity and protection of your board members and chair and the board members protecting the charity and themselves with jean takagi are regular legal contributor, and we’re going to take a break and then we’ll return with more board oversight basic, so i hope you stay with us talking alternative radio twenty four hours a day. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit. You hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment. Be more effective, be happier. And make more money. Improving communications. That’s the talking all calm. If you have big ideas and an average budget tune, tony martignetti non-profit radio we dio i’m jonah helper, nari team in co founders of next-gen charity. Welcome back on with jean takagi. Jean takagi is with me and we’re talking about board oversight basics. You had said gene, that the the directors can khun delegate this toe to consultants or maybe i don’t know other experts, but they have to exercise their duties in hiring that the right consultant, right? That’s that’s, right. Chinese directors khun delegate all sorts of tasks out. So they made delegate learning cast. So, uh, to teo, specific individuals, the most common individuals directors are going to delegate things to they’re going to delegate management to their executive into their staff. Oh, okay. All right. Yeah, yeah, but they must do so with reasonable karen oversight. So the selection of their executive on key staff members is going to be an appropriate thing for directors that concentrate on ok. Interesting. So you’re including delegation of the day to day management from the board to the to the all the all the employees to the executive director who then hires all the employees. Okay, absolutely. For organizations that have the benefit of employees. That’s one of the most important tasks of the directors to delegate management but also exercise proper oversight over that process? Yes. And that’s, the oversight overseeing network, i guess another common example of delegation that i see is the audit function ordered ng that’s, right, tony so for many organizations, having an independent audit is really critical for directors, especially those who may not have a great understanding of howto read financial statements in great detail. All of them should have a basic understanding of that in order to meet their fiduciary duties again of providing oversight over the finances but an audit and really both educate the board and give them some comfort that they’re adequately protecting the organization’s assets if they get a clean audit. All right, so we talked a good amount there about so far about the financial side, but there’s also the programmatic side of the boards oversight, and i think that gets short shrift now, let’s not do that way. Don’t make that mistake. Yeah, and i think you know, non-profit organizations, charitable organizations don’t exist. Ultimately, for a bottom line, they exist to further their charitable mission on dh there’s, no sort of measurement or context or accountability for how well there they’re actually furthering their mission. And i think the boards are not doing their job effectively. That tough part about this is programmatic measurement of successes, and things are really difficult to do in the context of many non-profits i think that’s been ongoing issue, and i think you’ve had experts on your show before have been talking about how to how to measure program results in how to be more effective and efficient, but it’s a difficult task still one board have to embrace and try to go after rather than run away? No, most recently, i think the guest that comes to mind is ken berger is the ceo of charity navigator, talking about encouraging charities to measure impact so that that’s that’s what we’re talking about. Okay, so yeah, so we don’t want to give way don’t make the mistake of short shrift ing programmatic because you’re right, that is the reason they exist. It’s it’s you’re right, it’s not financial let’s. See what? What are you mentioned? A couple of the examples that have come out in the news lately. What what? What can we learn from these? Well, let’s focus on the most recent huge scandal that hit the jerry sandusky penn state, the second mile candle that came out and justin in real brief context on jerry sandusky was a former assistant football coach with penn state university, and he also was a founder of the second mile, which was a charity that was developed toe help kids. Unfortunately, sandusky was indicted in november, following good three year investigation into reported sexual assault of young boys over a period of about fifteen years while he was associated with both the second mile end state university. So really, uh, very troublesome and now the second mile, that charity is struggling to remain in existence right now, and they’re trying to figure out what they need to do but lots of lessons to be learned, but that ultimately we we don’t know how, you know the courts are going to try sandusky, whether he’ll be found guilty or innocent on those charges, but there are enormous amounts of westerns to be learned from that from mom for non-profit okay, well, we this is why we’re going to break the subject into two, two segments, so you’re going to be back in february weii just have about ninety seconds or so left. What do you want? To share in just that time with with the audience about what we can learn from the that second mile. Sure, i think you big comments tio make at first, okay, no free passes for the founders of the organization or for big donors or other big shots of the organization, they should be expected to do the job that they’ve been in task to do so their director on the board, they should be falling while the policies that every director has to follow. So, uh, if they’re a big donor, they don’t get special privileges to work with the organization’s programs unless it passed the test that that allow persons that are qualified to do those programs. Another lesson. If you are criticized and you’re you’re subjected to allegations of wrongdoing, i think the first thing you have to do is remember that the criticisms addressing those criticisms is more than just pr. You have to find out if there’s substantive and if there’s an investigation, that would be reasonable. You should order an investigation on dh that’s part of that oversight that we’ve been talking about. You get help when necessary. That’s really important, jean, we have to stop there, but you are going to be back to talk about this exact topic. We’re going to continue it. Jean takagi is principal of the non-profit exempt organizations law group in san francisco and yet it’s the block, which you’ll find at non-profit law blawg dot com jean, thanks very much for being on again. Great thanks pleasure. We’ll talk in a few weeks, okay? My thanks also to chase magnuson and alan thomas and the organizers of the national conference on philanthropic planning. Next week e-giving forward and back rob mitchell, ceo of atlas forgiving, will be my guest to talk about two thousand eleven’s e-giving by sector source and state, and we’ll also look ahead to predictions for this year. Keep up with what’s coming up, go to the go to the facebook page and sign up for insider email alerts on that page. If you like the show, please like the page, be grateful to have your support there as a fan. Listen, live our archive. You’ve been listening live. You can listen archive to from itunes non-profit radio dot net will take you to our itunes paige and you can listen on the device. Of your choice the time of your preference on twitter you can follow me you can follow the show’s hashtag non-profit radio the show is sponsored by g grace and company if you’re worried about the rising costs of rents for your organization or need to capitalize on real estate, you’re non-profit owns gee grayson company provides you and you’re bored with analysis, so real estate decisions are made with transparency and thoroughness. George grace has been advising non-profits on their real estate decisions for over twenty five years. You’ll find them at g grace dot com or eight eight eight seven four seven two two three, seven. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer and he’s also the owner of talking alternative broadcasting social shows. 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Nonprofit Radio, January 13, 2012: Podcasting Primer & Twitter Organization Pages

Big Nonprofit Ideas for the Other 95%

Sponsored by GE Grace corporate real estate services.

Listen live or archive:

My Guests:

John Federico
John Federico: Podcasting Primer

John Federico, principal of The New Rules, shares what podcasting is and how to do it in support of outreach for your nonprofit. How do you get started with budget, gear, content and distribution? Maybe you’ll start your own internet radio show.

Please take a moment to take the survey for this week’s segment with John! You’ll find it here at the end of the guest and segment descriptions. Thank you!

Scott Koegler
Scott Koegler: Twitter Organization Pages

Scott Koegler is our regular tech contributor and the editor of Nonprofit Technology News. We’ll talk about Twitter organization pages. What are they? Should you jump in? How do you get started?

 


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

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

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

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Make sure to tune in at 1pm ET on Friday and participate in the live tweet by following the #NonprofitRadio hashtag on Twitter. We’ll have a guest live tweeter this week: Dan Blakemore, Assistant Director of Development for Individual Giving at International House in New York City. You can find Dan on Twitter here and his blog here.

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Metoo hello and welcome to the show it’s friday, january thirteenth, two thousand twelve this is tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Were you with me last week? If you weren’t, you missed three next-gen charity interviews abby falik is the ceo of global citizen year, and she had thoughts about innovation and leadership for social change. Charles best leads donors choose dot or ge where teachers post their classroom needs, and he and i talked about connecting donors to the causes they support. And wally collins is an author and stand up comic, and he wants you to live a regret list life after those three pre recorded interviews, it was your two thousand twelve prospect plan maria simple, our regular prospect research contributor, helped you devise a sensible and execute herbal prospect plan for the new year this week. Podcasting primer john federico principle of the new rules is going to share what podcasting is, how to do it to support the outreach of your non-profit how do you get started? With budget gear, content format distribution, going to talk about all that may be it will. Induce you to start your own internet radio show, but don’t call it tony martignetti non-profit radio no point in treating on that name it has no equity. Also your two thousand twelve prospect plan. Scott koegler is our regular tech contributor, he’s, the editor of non-profit technology news. We’re going to talk about twitter organization pages. What are they? Should you jump in? And if you should, how do you get started between the guests? Tony’s, take two on my block this week is my next-gen charity interviews part three i’ll tell you about the three video interviews that are up this week. We’re live tweeting the show and we have a guest live tweeter dan blakemore dan hello out there, he’s, a professional fundraiser in new york city. You could follow him at dan underscore blakemore and to join the conversation on twitter with us use hashtag non-profit radio dan, thanks for joining us. This show is supported by g grace corporate real estate services, and i’m very grateful for their support. Right now. We take a break when we returned john federico and podcasting primer, so stay with me. Yeah, you’re listening to the talking alternative network. Cerini are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police crawl. Offset. Two, one, two, nine, six, four, three, five, zero two for a free consultation. That’s lawrence h bloom, too. One, two, nine, six, four, three, five zero two. We make people happy. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com no. Welcome back to tony martignetti non-profit radio. Always big non-profit ideas for the other ninety five percent. My guest now, john federico, is principal of the new rules. John is known in digital media circles for innovation, his expert perspective and bottom line results very importantly. Formerly the senior director of podcasting for audible, where he created and manage the company’s podcasting business unit. He’s, the host and executive producer of on digital media. A podcast about the technology, creation, distribution, consumption and monetization of digital media. And it has over twenty thousand listeners. John is also the remote producer of this very show. Very pleased to welcome him and talk about his work in the studio. John welcome. Thank you, tony. Pleasure to have you in the studio rather than remote. Yes, exactly. We’re not surrounded by hundreds of conference goers in any time. It’s. Nice that’s. Right. Thanks to quiet here. Just just sam and janice are listening in for those who are listening live and may not know what is podcasting? Well, podcasting began as as a method of distributing digital media starting originally audio in an automated fashion. And that was the difference between posting a sound file somewhere on the internet and having someone to go get it versus having it automatically show up in your computer and even sometimes automatically show up on a portable device so that you could listen to it in your car, on the train, in the subway, that sort of thing. Okay, so it was the automated distribution that sort of made podcasting what it is you mentioned. Audiobook could be video also could also be video. Yes, audio. You know, this was let’s. See, podcasting was two thousand five and so pushing around pushing around video files was not like it is today. It was pre youtube, and so audio was was kind of the thing, especially since one of the people who originated podcasting was it was an old radio show host s o it was sort of a natural thing for him to record audio. Okay, tell us that what’s that history two people actually one of the technical side, one on the well also technical but somewhat creative man by the name of david dave winer. If you know technologists might know dave, he was the creator of this technology called r s s and it was it was the used as the platform for delivering these audio files. And the other person was and i’m sorry. Jargon, dja that’s, right. He’s told me, raised right here. Actually, he’s knows he’s in charge in jail right now for our i know that. And actually, no one really knows what our stance for has that because there are lots of interpretations. Really simple syndication is the most common is the most common use of the term. And explain what our senses briefly s oh, oh, gosh. I have to think of think of ourselves as email and think of the audio or video files that come with it as attachments. Okay. That’s, that’s, the simplest that’s it that’s a good lehman’s, you know. So, um, i meant instrumental model. A method of distributing audio. Exactly. Okay, exactly. It’s it’s it’s. A method of distributing of distributing the thiss media jargon, jailed aggression, right back to the history. And the other person was adam curry. You may know adam from him from his mtv days in the big hair and all that and adam’s always been very involved in technology. And the two of them collaborated and more or less delivered the first podcast, and that’s that’s sort of how it was born. Okay, and do we know if podcasting that that term comes from the ipod? It does. It does early, early on. You know, we all know that apple protects his trade, its trademarks pretty aggressively. And so early on, people didn’t want to claim it was podcast because they were afraid that that apple would shut it down. But yes, that is definitely words from okay, what’s the value for a non-profit in podcasting. Well, let’s, put this way. Let’s take it in a different direction. I’ll answer with a question like this he takes over the show. Then i can’t help it. I would go to a break if you keep this up. I’m gonna go to a break, sees podcasting has no breaks because, you know, we create the mess. We’re taking a break. We’re going to take that right now though blakemore e, i want you to tweet this that the show’s being hijacked. Okay, go ahead. Alright. So very simply. If you’re a non-profit and i gave you some airtime, what would you do with it? Right? So the first response to me this is great, you know, i can’t say i have a have a commercial now you don’t have a commercial. I’m giving you thirty to sixty minutes of airtime that where you can, you can get your message across and you can activate your donors and your volunteers and your alumni and all those people. What would you do with it? And that’s? Really? That’s let’s. Leave it there. Ok. What would you do with it? What could you do with it? That’s? Pretty wide open that’s. Right? You can use it to tell your story. Okay? So if we’re if we’re thinking about embarking on podcast and we just have a minute before break what? What might some of the objectives be? Some of our goals. That’s? Well, that’s definitely where we would start. So you know, if you now that you have this opportunity, what will you do with it? Well, start with your goals is fund-raising a primary goal is activating your volunteer your volunteer bases that your primary goal is it reaching out tio peoples on behalf of a cause to contact their congressman? You know that it could be that sort of campaign what what is it that you’re looking to accomplish over any period of time? So let’s, just say, starting with your first six months, you know, start with those goals and then work backwards, okay, we’re going to take a break. Dan blakemore, live tweeting for us to join this conversation used the hashtag non-profit radio. Of course, john stays with us talking about podcasting primer, and i hope you do, too. E-giving didn’t think tooting, getting demanding things. You’re listening to the talking alternate network e-giving. E-giving good. Are you stuck in your business or career, trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Oppcoll hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic reading learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen. Every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed on montgomery taylor, and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt. Y at r l j media. Dot com talking alternative radio twenty four hours a day. Schnoll lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio. And i’m samantha cohen from the american civil liberties union. Welcome back. We’re talking about podcasting. Primer with john. Federico. Um, is this something that small non-profits should be afraid of or can kind of smaller midsize shop get into podcasting? Oh, i mean, anyone can can produce a podcast and distributing podcast is a matter of fact. When you know, you open up your apple itunes and tune in and see all those big names and, you know, in media companies, you know what? You could be right alongside them with very little work involved. A little commitment, but but not a whole lot of work. Okay, let’s, talk a little about the commitment. What? What does it take? Well, let’s say we go back to our first point, right? Figure out your goals. So once you’ve got that all figured out now, we’ve talked about format, right? So okay, let’s, just say i’m going to make up to make something up. You and i talked on the phone last week and i made up a non-profit so i happen to like pets. So let’s say, it’s ah it’s a local rescue. Actually, i have a cocker spaniel rescue here that we got our last doc. So it’s a cocker spaniel rescue. Okay. And so this this rescue their job, of course, is to get their pets adopted. And so what’s in many ways, what’s. A good way of doing that well, let’s, create a format. Let’s say the format is too featured the backstory of each of the dogs that get brought into the shelter every time they come in and even better let’s make it video and audio. Right? I can do this right with the camera on my phone, right with my phone and we can have let’s say it’s nice to have some continuity. So maybe we’ll have the director of the non-profit or of the shelter. She’ll actually tell the story of each of the animals as as they come in the shelter. And then, of course, provide what? What? What’s the key messages there then at the end, how they can adopt this dog. What the title docks. Temperament is where they can pick the dog up, etcetera. Wonderful. And, of course, she can solicit donations. Perfect it’s short, you can probably tell a dog’s story and two to three minutes and you can do that on a regular basis or an ad. Hoc basis, right. So now there’s our format, and even better, you can take the audio file from that video and produce an audio podcast is, well, now you’ve got two ways of reaching people, right, so you have your goals. You have your format, and ultimately you have a schedule or not. It could be at hakkas, i said. So once it’s. So now let’s talk a bit about the tools to make that happen. I i just mentioned a phone. Yes, actually. Tony, what do you want? That or for g that? Yes, i have an iphone for as fundez support. May i have a three g s and tony? What do you use me? When we recorded conferences, i record into. Yes, a speaking as remote for producer. Now i’m answering questions. Are he’s questioning me as remote producer? The content gets recorded onto the phone. We have ah, remote. We have mike. So we have headsets and the mixing board. And it all goes into my three g s phone through an app called fire right now. Uh, that’s, that’s pretty elaborate set up, but really, you know, you and you’ve done this in a coffee shop, having you at the last minute. This the microphone on this phone is absolutely perfect for recording audio interviews so that you and i we’re going to sit down and have a conversation. I could hold it up to your mouth and hold it up to my mouth. Or i could she laid here on the table like this. And let it record away. And guess what, we’ve got a show it’s a matter of fact, the podcast i started producing back in two thousand five began when i and a group of my colleagues went to lunch one day, and of course, we always like to talk shop and i said, you know, this would make a great podcast. We just stuck a microphone in the middle is to be a lot of fun and two weeks later, that’s what we did, everyone came teo to my home studio and we cracked open a couple of bottles of wine and and that’s what we did. And we recorded our first podcast. So what? We started broadcasting here. We don’t have we never had wine here talking alternative. So i got screwed. Essentially i got i got talking alternative owes me two bottles of wine. I’ll take a red and a white i zinfandel and sauvignon blanc. Let me just explain to people what you want. Things you mentioned that i had done this in a coffee shop. There was there was a schedule mix up. And i had a guest here and she wasn’t gonna be available any other time so i did exactly what john just said. I took my phone and did an interview with her and then brought that audio just from the phone here to the studio, and we used it on the show. Yeah, and so so that’s just one way of saying you don’t need to spend a lot of money. In fact, if you own one of these phones, you don’t need to spend any more money, right? So record the audio on dh let’s say it’s good enough for production. You know, you don’t want to worry about taking out the gums and oz because i typically don’t i don’t do that anymore. Now you’ve got this audio file and all you had was your phone. So now now you have to have some place to put it. So to generate this thing called on rcs feed, right? Which i hate using the jargon, but so you need the best way to do that is to use block software so you would need to have a block where you could walk software. Meaning, like wordpress, like wordpress, wordpress blogger any anything that any arm? Ah, any software that produces an rcs feed will do on typically block software does that thing in this day and age, you won’t find block software that does not output a valid rcs feed. We’ve talked about non-profit, blog’s and wordpress versus blogger and other sites, so we’ve we’ve covered that. But go ahead. We want youto talkabout your broadcasting on the block. So so now, instead of distributing articles that you write, you’re distributing audio files by uploading these audio files for all intents and purposes to your block and when, when people subscribe here are ss feed they get so they get the what it called enclosures, or the audio files or video files with it. So again, think about the rcs feed is your email. Think about the enclosures, your attachments and that’s how it arrives on for people to consume. Okay, this is sounding ex, getting a little technical, trying to keep it as simple is like most people get email, but to do yeah, all those people on the shame what an attachment is, right? I’m hoping that helps. Oh, it does. So i think the explanation is simple. I mean, the actual doing of this is this something that a non-profit without experience now that they’ve produced their first audio podcast on their phone, khun do on their own absolutely absolutely it’s. In some cases, plug ins are required, and again, we’re getting a little little nerdy, but you can go get a free blogged on blogger dot com, which is a google product. You can create a block post. Tell the instruct blogger where the audio file lives. In many cases you could just uploaded to blogger, or you can put it somewhere else on the that’s a simple upload like you might upload photos, jack a similar process, similar very similar process. You find that on your hard drive clicks, you know, selected, click, upload, wait for it to get up there and then once that’s done, you publish it so it’s it’s not that difficult, not as difficult as people think and actually, tony. Okay, getting backto. I set, i help you set up your podcast, right? And, you know, once i showed it to you, what was your answer? Well, that was easy we can do this weekend is all right. And i would. And as you’ve said before, you know you’re you know, the tools of your trade, but you’re not exactly, you know, a technologist. So nothing. Nothing? Incredibly. Yeah. The only thing i boast about is that i i’m not afraid of the technology, so you don’t want people to be fearful of it, and i don’t understand it anywhere near the level you do, but i’m not afraid of it. I actually kind of enjoyed working with it, but i need some hand holding. Yes. Okay, so so but it’s all it’s, all manageable. Andi understandable. Um, so we could do and you mention the phone. I mean, someone could do audio well as video, right? The video doesn’t have to be high end video to be interesting and compelling until the tell the story of the back story of the dog’s life. Right. Exactly. I mean, it could be, you know, these phones that we have here produce very high quality video, but you don’t necessarily need that, you know. Ah, simple, actually. The three gs produces vj video that’s that’s. Perfectly suitable. Okay. And there’s produces a little better, right? Yeah, this does full hd, but that’s, you know, he’s. Not going to boast, but all remind people in case you need to say the first time he has the four of us, but okay, so i just wanted people think of it doesn’t have to be to recognize that there’s got to be spotlights and and full production value. This could be just very heartfelt and and simply produced absolutely and especially, i would think using our using our cocker spaniel rescue was an example, you know? I mean, what are the most? What are the most shared videos on the internet? Well, typically cats and pets, right? So, you know, a cute animal with a sad story that needs a home? You know what? It doesn’t have to be hollywood, right? It’s enough just it’ll probably get the job done. I’m talking to john, federico and he’s, principal of the new rules, which you’ll find at new rules dot com we’re talking about podcasting primer, hoping to encourage non-profits teo think about podcasting is a way of supporting while their other social media work um, let’s just talk a little about maybe doing this remotely. So if you’re not just going to in terms of maybe budget and gear, if you’re not going to do it just in your premises. But you want to do something remote, maybe at an event, andi want to have a little little set up at a at a gala, perhaps to do some interviews of donors and and board members what might be involved with doing something remote versus in your own office? Well, the tools i just described would work remotely, right? But some of that then comes down to a little sizzle. Little little possess a little bit about presenting this media opportunity. Two people attending your gala as a big deal, right? So i would say that it’s nice. If if i were you, i would i would set up a tripod. I would it wouldn’t hurt to get a mic flag, right, mike? Fuck is that thing that news reporters have on their on their microphones so that it has the name of their of usually of the television station, right? And i might have some lights right on, and obviously, i would have a cat someone operate the camera so that you yourself can focus on the real reason why you’re there, which is to possibly interview the people who are attending your gala. Maybe it’s your donor’s, maybe it’s it’s volunteers, whoever it might be. Okay, but the tools of the trade don’t don’t differ very much, you know you have when you struck it into, like noisy environments like we experience unconference is you need a certain kind of microphone. Some microphones work better than others. Right? Um but but for the most part, you can. You can you can use your phone, right? Okay. I i wanted to go just to the next level for people that might short be curious about that. But you made the point in the beginning and the end, the phone is still adequate. Yeah, as long as you have ah, fairly quiet place too to record the phone still works in a remote yes, you know, one thing to point out one day i will point out is that there is a balance between quality and in content, quality of the recording and the quality of the content. I have listened to some podcast that i wanted to listen to, really, i generally wanted to listen to, and i finally had to delete them and get rid of them because the audio quality was so bad that it was just it was just it was grating on my nerves, and i couldn’t do it, so it doesn’t have to be perfect. But, you know, you don’t necessary don’t want something that has, you know, audio rah pouts and skips and weirdness in the audio and all of that. So, you know, just strike that balance, but again, it doesn’t have to be hollywood quality. We have a question from at wild woman fund-raising zoho i know is measuring treyz she’s been a guest here, she’s she wants to ask what you’d recommend for people who don’t use an iphone. Well, more importantly, i okay, well, i guess i’ll look he’s always perverted there’s contorting the questions thiss guy doesn’t answer a straight question like he’s under cross examination or something. Well, let me answer this question instead. Well, alright, mazarene don’t worry, i’m gonna hold him two feet to the fire. I live that i’m getting back my job aren’t my show is panel style, so i have four to six people in any time, so you’re not there now raining joint anymore, you know? I know, i know. Okay, so good. So ok. The flipside, of course, is any smartphone, so an android or windows phone would also work, but the real so i guess the real question is if you don’t have a smart phone, if you have an android phone, other applications for it windows phone same. If you have say, a feature phoned like a regular flip phone, you actually there are there are services available where you khun dial in and record using. You can record audio using that phone using nothing but the telephone line. The quality’s not so good. Thiss block talk radio is that an example? That’s one example. That’s there’s, another one called talks you talk shoe talk. Shoo. Shh. Okay, on da and they’re all you know, they’re ok. They’re telephone quality, but you’re it was a matter fact. I don’t know which service it was, but the show i just described that i wanted to listen to, it was recorded on one of those services and it’s not it’s, not a dig on the services themselves. It’s the fact that you’re dealing with telephones, right, your link with telephone quality audio and in many cases, you’re dealing with voice over ip, like, you know, telephone calls that occur over the internet, and so things drop out and stuff and that’s just, you know, part of the technology, okay? But we want to try to stay away from the lower quality is you’re saying there is that balance there’s a balance there’s definitely a bounce labbate, you know, and and sometimes if you’re if what you’re saying and what you’re presenting is just so compelling many times, people will ignore it. True enough, but it yes, it’s too much trouble to listen to. All right, mazarene i think we got that. Way. Got a satisfactory answer out of him. Let’s, talk about some distribution. You talk about rs s doing that doing the distribution through your blogged but there’s places like youtube. If you’re doing video or itunes let’s, talk a little about some other distribution channels in just a couple minutes. We have left. Sure. So the simple answer i should say that the simple thing to focus on right now is ours. Many people in in, you know, the business of podcasting upset our recess is dead. And in some respects, it is in term, in the meaning that it’s not put in front of the consumer anymore. And it shouldn’t be right. It should just happen in the background. No one should know what our senses it’s just work. So but if you would like to appear in places like the itunes podcast directory or even the zune marketplace, right, which is for windows, phones and other things that zoon has expelled. Z. You any okay? Zune used to be a device that microsoft produced. They no longer do. But the marketplace is still there. Um, the only way to get in those directories isto have a valid rcs feed so that’s very important that’s and that’s for audio and video. Just as importantly, if you’re if you’re distributing video, don’t just rely on youtube. If you want to get on devices like the like raku, raku set top boxes and get one of their, they have up channels there where you can create your own channel on roku box, you have to do it using s s, but distribution is is obviously critical, and our sex is the best way to get yourself found and distributed. Okay, i have ah, some some results from our pre show listener survey, and while i’m going through these, i’m going to ask you to think about the question also from at wild woman fund recommend a particular flip? Would you recommend a flip camera over talk shoe? And while you’re thinking about that, how many people in the audience listen to audio podcast about seventy percent and the other, you know that there do not? Do you put recording gear into the hands of those who serve your populations so they can show off the work that they do on ly ten percent doing it with video gear and the rest are not putting here putting stuff into their into the hands of volunteers and employees actually doing the work of the non-profit and who’s active in youtube, only about twenty percent then it’s split between forty percent that don’t have a youtube channel it all and the remaining forty percent who have won but are not keeping it current so well, disappointing in terms of the especially the last one. The distribution on and also let’s get mohr podcasting into the hands of people who are doing the work as there as they’re meeting your constituents doing your good work let’s have them documenting it and sharing it. Absolutely. How about mazarene question? Would you recommend a flip camera over talks? You so that’s that’s essentially what i recommend talk she was ah, is a live broadcast thing with the telephone. A flip cam? Absolutely. The audio. The audio quality and video quality on those devices are excellent and there’s there’s absolutely nothing wrong with him. I happen to be a fan of the kodak zia models or any of the any of the c i x models. Whatever they are there’s a new one that just came out. And they’re great, and they allow, even for a microphone, have a microphone, jack so you can record video and still get very good audio using an external microphone. I can vouch for those because we use those on our remote. And john federico is the producer of this show, he’s, also more importantly, principal of the new rules, which you will find at new rules. Dot com. We have to leave it there. John federico, thanks very much for coming to studio. Thanks for having me telling great pleasure. We’ll take a break when we come back. A very abbreviated tony’s take to stay with me. You’re listening to the talking alternative network. 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Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Yeah. Welcome back to big eyed big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio. Scott koegler are you out there? I’m here tell me, it’s, good to talk to you, scott koegler is our regular tech contributor, he’s, the editor of non-profit technology news, and we’re talking today about twitter organization pages. Yes, we are okay, what’s, what’s new over in twitter well, organizational pages, now that you ask, yes, there’s something that people have have been kind of asking for ever since facebook allowed youto put up a business page or some kind of page about your organization, and and especially since google now has a similar kind of pages where you can actually not just be a person who could be a business or organization non-profit and talk about the entity rather than the person. So the the idea, wass and guess has come to fruition that twitter instead of having a personal information page, which, of course we want seen now has the ability to make an organizational page and so that’s come, you know, come to life that’s there are these essentially the same as the personal page it’s just allowed. Now for organizations or is it a different format? It’s slightly different, i’ve looked at a few of them and for the life of me, um, it’s tough to tell the difference in the format overall because if you have, if somebody has put together a highly customized personal page, if we’d taken the time to do that, it’s pretty obvious that they could have also done a customized business page. So personally, i’m not really enthused about it, but okay, you’re not so enthused, i’m not okay tell tell us why. Well, for a couple of weeks but let’s talk about what it does for ok, give me that kind of thing, why it’s there and what it’s for? And then i’ll tell you why i don’t think everybody’s taking over the show today, you may as well is also good that’s a total hijack. Damn blakemore, i want this documented on twitter. So twitter is you know that twitter pages, they’re easy to set up you khun, you go in there and you can identify non-profit you could put your message up there. I think the most important part of it aside from just co-branding put in here. Their logo on some links along the left hand side that allow people that visit that page to go where you want them to go is that you can also take tweets or postings and make them sticking you khun have them stay there at the top of the page, visible first for essentially as long as you like. Of course, if you follow a twitter stream on your own on your own page, you know that twitter messages come and go pretty quickly, depending on you’re following, right? So you can pick one one tweet tb stickies that how does i believe that there are some number of tweets? I don’t know exactly what the number is, but it’s more than one and probably less than a hundred, but you can say these messages, but i want people to see when they come to the page. Okay, so if you feel you’ve been particularly insightful or descriptive of your organizations, work in one or maybe a couple of hundred forty character posts, then those are the ones you can choose to be sticky is is that it? Yes, and i believe that it’s available for any tweet, not just your own ok, you have a somebody who tweeted cubine service is great and i love you guys. You really do wonderful things in the world. You khun you know, make that sticky and let the rest of the world see it without having that have passed by, you know, out of recognition in about five minutes. Okay? Do you know if the’s organization pages allow multiple administrators? They do? Actually, how does that work? Um, well, pretty well, um, you know, there’s there’s, lots of tools around that external twitter that allow you to do that. So i don’t really count that as a new future, maybe move built into twitter but, uh, things like, i think, sees mick and tweet deck and there’s, another one called market new suite, and those allowed groups of people to manage put it postings, streams, that kind of thing, okay, from very high end applications that are for large corporations that, you know more than just allow you to post, uh, multiple people post they actually do cem statistical analysis and they say what tweets has been recognized, what’s been retweeted all those kind of things, and so so yes, um, multiple people posting to a twitter stream is something that really has been done for a while, okay? Let’s talk just ah, briefly, i think about the analytics of this. I mean, there are ways of a cz you just mentioned finding out what’s gotten the most play or what the most retweets in the and to use their to use their language and seeing what’s basically what’s most popular, right, right, right and echoes a couple of measurements of that one is how many retweets did a particular comment get? Of course that you know, that’s when something goes viral, real popular and, you know, the first person tweeted it and there was five people tweeted it to their friends and then on from there, and it takes off so there are tools, and i wish i could tell you which which ones they were, but i’m just not that well versed on on which tools are around to do that. But i can tell you that, uh, there are many of them, certainly more than a dozen some of them do very, very deep analytics in a group setting. I don’t how much you want to talk about this? Portion of the group setting where you have multiple people managing a twitter stream, it becomes important which of those people are active in which are not which of those people are contributing tweets that get tweeted and recognized, commented on and which are not oh, excellent. All right, so you can cross analyzed across you can analyze across different contributors within your organization exactly, and that becomes really important. I mean, if you want to incentivize the people that are managing that forty becomes real important if you just want to weed out the staff, you know, same thing you want to know who’s the champ, right? Excellent. Scott, since we’re in the middle of this deeply, why don’t you tell us what your twitter ideas uh, my my twitter ideas real simple with scott koegler c o t t k o g l e r and be happy to have any more followers, although i have to say is i kind of alluded to i don’t really follow twitter all that much, you know? Well, okay, well, now, that’s not to say it’s irrelevant to everyone, but it it has become less relevant to me. Ok? And so why is that? Oh, so wait well before instead of asking that, what is it that twitter generally is not, uh, something that you spend a lot of time with? Or you meant earlier that the twitter organization pages are not really thrilling you? Well, let’s talk about twitter organization pages topic, you know my personal likes and dislikes you probably relevant, but, um it’s faras the twitter organization page here’s the first thing how many times do you go to to some organizations? Twitter paige? Yeah, probably rare, right? I mean, maybe one looking at their own stream on dure, often not doing it on twitter dot com, right? So the first time you did, maybe when you got, you know, when you saw them join your your twitter fan club and he went over there and wondered who this organization wass took a look at it, but but frankly, that’s, probably the last time, and so my recommendation is you spend whatever, whatever reasonable, half an hour or an hour, ok, get up your twitter organization page and i just forget about it because, you know, i don’t think there’s going to be much traffic and that’s very different from certainly from facebook where, uh, that paige is, will you get interaction that’s where people find out about you that’s where, on your content lives and uh and, you know, i think that, uh, we’re gonna find pretty much the same thing and google plus, now that they have a couple of pages organization pages, although i think google plus probably has more attraction to a to its organization pages, then put a will, you know the difference with twitter being that people are largely managing on following it off on different applications like hoot suite or tweetdeck, right? Right, exactly so so it’s just it’s a different breed of social media property where people just are not going back and not so apt to see the teo look for that page eso you don’t, you don’t find so many features that it makes it attractive to go to someone’s to an organisation twitter page. Exactly. I don’t even see how you really are going to invite people to your page. All right? Eso while at wild woman fund, is asking on twitter, how do you find a non-profits twitter page is through a hashtag or what? How? Was that done? I, uh you can always check the non-profits page twitter page, so if you click on the name of the non-profit it will take you to that page and what’s happened is that my fault user page that was there before has been replaced by the organization page, okay, but unless that’s advertised on the organization’s website, which actually is probably a much more populous place and much more active place in a better place to put them that you want people to find out about, uh dahna twitter page, there really is going to be still left let’s reason to even go look, yeah, ok, well, i think it’s valuable that you say, you know, it’s something to spend a little bit of time on, but don’t don’t go crazy like you would, you know, maybe designing ah facebook landing page is not like that exactly, i would say don’t ignore it, you know, put a little bit of time into it and and use it for whatever it’s worth. But i do have a couple of things that came up in a study that i read about dahna about they were talking particularly aboutthe twitter. Pages. But i think this is really good in general, ok, and scott, we just we just have a minute before a break, so just summarize a little bit and then we’ll come back. We’ll have more time, ok study that was done by a simple usability, and they essentially studied twenty or so brand pages on twitter, and they also have expertise in landing page designs. So we’ll go through some of these when we get back. And, frankly, the things you probably ought to already know what they were thinking about, particularly if you can’t spend minimal time designing your page. Okay, we’ll come back with those. This is tony martignetti non-profit radio with scott koegler talking about twitter organization pages. Stay with us, talking alternative radio, twenty four hours a day. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit, you’ll hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community dahna. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment. Be more effective, be happier. And make more money. Improving communications. That’s. The answer. Talking. I’m christine cronin, president of n y charities dot orc. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent zoho in-kind welcome back to the show we have ah contribution from at wild woman fund talking about measuring twitter results and she’s recommending the girl short inner sight. Nine that’s the number nine dot tc and there’s a way that you then you shortened earl and add a plus sign at the end of your short linc, and it’ll it’ll give you stats. So that site again is nine dot tc, and that, of course, comes from our own live tweeting, which dan blakemore is doing for us today and you, khun, during the conversation using the hashtag non-profit radio, scotty kegs you, uh you had a little more for us, right? I’d like to go into some of the findings that the simple usability analysis company and again, these things are pretty straightforward things that you probably know already, but, uh, just go through him. So what they’re saying is that that what they looked at, where people’s reactions to these landing pages in particular, they were looking at twitter pages, but i would say it really is valid for google plus pages and also for facebook pages first one is, uh, they’ll make it to corporate, you know, if it has that kind of a corporate feel um, you know, people are going goingto look elsewhere, they’re going to think those too much about sales going be branding and, uh, so you want it to be kind of late, maybe lively, more personal, no, and they recommended you do use contests and promotions, you know, we use that in an email marketing a lot to put a contest or a promotion, and and it gets people more involved, it makes them want to come back if nothing else, it there’s a new contest to see if they won on the biggest losers that they that they call on sights and brand pages that look like they’re really just telling you what to do. In other words, they’re selling something to and we want to keep away from that so there’s a delicate balance between not looking to corporate but offering prizes in promotions but at the same time not being sales for non-profits that comes across those don’t don’t ask for contributions every single time. I’m sure most of you already know that mantra pretty well, no, but always worth repeating where khun listeners get this surveys is available. For free let’s. See, i found it on reed. Right. Web. Um, read rite web dot com it’s? Uh, yep. Lead right. Web dot com. And if you search for, uh, twitter, just do a search on site twitter brand pages you come up with, uh, that was probably a couple of hours, but i know that for sure. Okay? And what was the organization that did that one again? It’s called simple usability. Simple usability. Excellent. Okay, we have just a minute or so left. Scott, anything you want to leave us with about twitter organization pages? You know, just once again, go ahead and take advantage of it. It’s free it’s not going to hurt you. I’m not sure it’s going to be much good, but, you know, go ahead and don’t ignore it. Make sure that you have some kind of presence out there. Certainly, when you, when you have the opportunity to include a link to that page, just as you would madeline to twitter stream adeline to that page it’s one more set of exposures that may be good. Kayman so, you know beyond that it’s standard things you know make it make it useful. Make it easy for you to digest. Easy to understand, not too busy, all those kind of design issues always want to think about scott koegler is our regular tech contributor and the editor of non-profit technology news, which you’ll find at n p tech news. Dot com scott, thank you very much. Good to have you again. Thanks, tony. My pleasure, it’s time now for tony’s take to which i, which i neglected tio do you earlier because i got so excited about twitter organization pages that i was more excited about them than scott was my block this week is my nextgencharity interviews part three, and i just want o explain what those with the three interviews in that part three were, and by the way, they were all recorded with the help of john federico, my guest earlier, because he was on that remote with me producing that rachel chung is the founder of catch a fire dot or ge, and she has ideas about making volunteering meaningful, trying to get highly skilled, busy people who want to help non-profits connected with those non-profits and she’s got some idea about some ideas about making that experience important. There are branding and other business lessons applicable charities and some of those come from the founder of the very consistent brand echo enterprises i interviewed the founder and ceo mark echo, neil strauss has non-profit tips from the art of seduction and attraction learned when he was on assignment for rolling stone to go undercover in a secret society of pickup artists. This is all true. I’m not making this up. I wish i wish i had this kind of imagination, it’s all true. One of his lessons is don’t open with your clothes. So, guys, if you want to pick up more women women, if you want to pick up more men charities, if you want to raise more money, listen to that interview again. That’s neil strauss interview and his book is called the game, and those three videos air on my blogged at m p g a d v dot com this week’s post, which is called my next-gen charity interviews part three, and that is tony’s take two for friday, january thirteenth, the second show of this year. I want to thank my guests, john federico, you’ll find him on twitter at gadget boy and scott koegler of course, my very deep thanks to dan blakemore on twitter, he’s at dan underscore blakemore, thanks stand for doing the live tweeting today is a real pleasure having you knowing you were out there. Thanks for your help today and thanks also to at wild woman fund for all the questions you had today next week, revel in real estate. Chase magnuson of george washington university and alan thomas from the american college have small and midsize non-profits in mind as they describe how to identify prospects for real estate gif ts how to cultivate, solicit and negotiate those gif ts what is the due diligence that is required to keep your charity safe from a bad real estate gift? Also board oversight basics our regular legal contributor, jean takagi, from the non-profit and exempt organizations law firm in san francisco, is going to define oversight and explain how it should be executed. To keep again, protect your charity and also your board members and that’ll be the first part of ah tu parte conversation, which will continue in february. Keep up with what’s coming up on this damn show! Sign up for our insider email alerts on the facebook page if you like the show like the page for pete’s sake what’s keeping you away, you can listen to the show live or archive it’s been live toe listen archive goto itunes, where you can subscribe and listen any time on the device of your choice and our itunes pages that non-profit radio dot net on twitter, you can follow me just using my name and the show’s hashtag is non-profit radio used that often use it wildly. The show is sponsored by g grace and company. If you’re worried about the rising costs of rents for your organization or need to capitalize on real estate, you’re non-profit owns g grayson company provides you, and you’re bored with analysis, so real estate decisions are made with transparency and thoroughness. George grace has been advising non-profits on their real estate decisions for over twenty five years. You will find them at g grace dot com or eight eight eight seven four seven two two three, seven. Our creative producer is claire meyerhoff, our line producer today is janice taylor, the owner of talking alternative broadcasting is sam liebowitz. The show’s social media is by regina walton of organic social media and our remote producer for the show is john federico of the new rules. Very glad that he could be on with me today. This is tony martignetti non-profit radio, always big non-profit ideas for the other ninety five percent. I hope you’ll be with me. Next friday, one to two p, m eastern here at talking alternative dot com. Durney i didn’t think that shooting getting ding, ding, ding ding. You’re listening to the talking alternate network to get you thinking. Take it. Cubine looking to meet mr or mrs right, but still haven’t found the one. Want to make your current relationship as filling as possible? Then please tune in on mondays at ten am for love in the morning with marnie gal ilsen as a professional matchmaker, i’ve seen it all. Tune in as we discuss dating, relationships and more. Start your week off, right with love in the morning with marnie gal ilsen on talking alternative dot com. Hi, i’m julie, hi, i’m julia, what are you wearing? Welcome to jay and jay. Secrets of style and beauty. We know there’s, beauty and style, and all you do, whether it’s a job interview, first date or wedding, we also know that not everyone understands what works best for him or her. We’re here to help. Think of us as your personal beauty style and grooming guru’s, as industry experts will give you the best information for men and women on howto look phenomenal. Tune in tuesdays at eight pm tto. Learn how to look your best. Are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology, no reality, in fact, its ideology over in tow, no more it’s time for action. Join me, larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s, provocative talk for the realist and the skeptic who want to know what’s, really going on. What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry. Sure you’re neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s, ivory tower radio, dot com every tower is a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven it will make you smarter. Are you suffering from aches and pains? Has traditional medicine let you down? 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My NextGen:Charity 2011 Interviews, Part III

Here are three more HD video interviews from the NextGen:Charity conference last November. Tony Martignetti Nonprofit Radio was a media sponsor and I got really thoughtful and insightful commentary from the 12 speakers I interviewed. Part I is here and Part II is here.

This is what I have for you this week:

  1. Make volunteering meaningful and accessible. There are highly skilled, busy people who want to help nonprofits. At Catchafire.org, which she founded and leads, they recognize that and make the connections. My interview with Rachael Chong.
  2. Branding–and other business lessons applicable to charities–from the founder of the very consistent brand, Ecko Enterprises. My interview with Marc Ecko.
  3. Nonprofit tips from the art of seduction and attraction, learned when he was on assignment for Rolling Stone to go undercover in a secret society of pickup artists. “Don’t open with your close.” His book is “The Game.” My interview with Neil Strauss.

Click here to get to last year’s NextGen:Charity interviews.