Tag Archives: Tony Martignetti Nonprofit Radio

My NextGen:Charity 2011 Interviews, Part I

Last month Tony Martignetti Nonprofit Radio had the privilege to media sponsor the NextGen:Charity conference. I interviewed a dozen prominent people, eleven of whom were speakers.

You won’t recognize all the names. In many respects, the stories are bigger than the storytellers. Each is inspiring, entertaining and a teaching moment. Overcoming foundation funding rejections to create the socially responsible company, Ethos Water. Driving cross country in a VW Bus to meet the likes of Jimmy Carter, Don Rickles and 200 other notables over coffee. Going undercover in a secret society of pickup artists and learning lessons that can help nonprofit fundraising. I’m just getting warmed up.

It is marvelous and quite incredible what you can learn watching these interviews.

My thanks to each person who sat with me. It was a busy day and many were on a tight schedule.

Here are three of my interviews, all in high def video. Over the next weeks I’ll post the others.

  1. Consistent, simple messaging for your nonprofit. The founder of Craigslist and CraigConnects also wants you to know when to stop talking about your nonprofit. My interview with Craig Newmark.
  2. Radical new ideas, and perseverance in the face of their rejection by needed funders. He launched Ethos Water as a company after foundations rejected his nonprofit model. He’s responsible for turning assault weapons into jewelry, sales of which fund the destruction of more weapons. My interview with Peter Thum.
  3. Have fun! Uncover teen passion points to draw young people to your cause. That’s what DoSomething.org does. She’s their COO. My interview with Aria Finger.

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

Nonprofit Radio, December 2, 2011: SoMe 4 PG & Your Nonprofit In Politics

Big Nonprofit Ideas for the Other 95%

Sponsored by GE Grace corporate real estate services.

Listen live or archive:

My Guests:

Kristen Schultz

Kristen Schultz: SoMe 4 PG

Kristen Schultz, senior vice president for Crescendo Interactive, shares her research on the best uses of Social Media to support your Planned Giving program: videos; testimonials; blogging; technical info and more.

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

Emily Chan

Emily Chan: Your Nonprofit In Politics

Emily Chan, one of our regular legal contributors from the Nonprofit & Exempt Organizations law firm, identifies the limits around political campaign activity and electioneering. We’re approaching a presidential election year. What can your nonprofit do and how does the IRS decide if you’ve crossed the line? Under the First Amendment, what can your employees say?
 

 


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Dahna welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. I hope you were with me two weeks ago when we had your plan. That was jason hutchins as my guest, he’s, the president of non-profit solutions. And he told you why you need a night plan and what belongs in it. We talked about budget equipment outsourcing the cloud and mme, or to help you avoid an crisis and the goods on google plus pages are tech contributor scott koegler, the editor of non-profit technology news. He’s on with me once a month, you kicked the tires on the recently released google plus pages for organizations. Should you take one for a test drive? How are they different than facebook pages? And last week i hope you enjoyed your thanksgiving. I hope you did not go shopping on thanksgiving day this week. So me for pg kristen schultz, senior vice president for crescendo, is going to share her research and interview results on the best uses of social media to support your plan to giving program video’s testimonials blogging tech in from technical information and she’s joining us from camarillo, california our next guest on the show is also from california. It’s going to be your non-profit in politics emily chan, one of our regular legal contributors from the non-profit and exempt organizations law firm in san francisco, identifies the limits around political campaign activity and election earing we’re approaching a presidential election year. What can your non-profit do? And how does the irs decide whether you’ve crossed the line under the first amendment? What can your employees say on tony’s? Take two at roughly thirty two minutes after the hour my block this week is thank you. There are many things i’m thankful for, and i’ll talk a little about those on tony’s take two. We’re live tweeting this week we have a guest live tweeter manette singleton from atlanta, georgia. Thank you very much, lynette, thanks for joining us. You can follow lynette she’s at s c g for non-profits and that’s a number four and to join the conversation on twitter with lynette’s live tweeting use hashtag non-profit radio this show is sponsored by g grace corporate real estate solutions. We’re going to take a break. And when we returned, kristen schultz from crescendo. So me for pg, 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. 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 two, 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 oh! Welcome back to big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio, i guess now is kristen schultz. Kristen is an attorney at crescendo interactive. She specializes in online marketing and social media for planned gif ts she speaks widely and is a principal faculty member of gift college christians on the board of the american council on gift annuities and isa boardmember for the partnership for philanthropic planning of greater los angeles, you’ll find her on twitter at crescendo tweet and her planned giving blogger is kristen schultz dot black spot dot com i’m very glad that kristin’s work brings her to the show. Christian schulz welcome tony, pleasure to have you on you did some research and some interviews to try to discover best practices for planned e-giving why don’t you tell us what your methodology was? Yeah, i was receiving questions on social media in my work with plan giving, charity and charities were asking me why my organization use social media were planned gift. Is anyone using these tools successfully? And how much time will this take? And really what they want to know is what is the return on their investment are they going to achieve any result from these efforts? And so i began looking for information in this area and found a lot really on the current giving side, but nothing specifically directed towards certain gifts. So i started to compile my own information i it took a survey and advertise it broadly and receive the numerous examples from charities across our community and began to share those as best practices that they spoke this last year and next year. Well, ok, and how many websites did you look at? How many charities did you hear from? I would say over a hundred different sites, and then i personally interviewed sixteen charities that i thought were the best example i found, and those are the ones i featured in my study, ok? And did those i guess the sixteen since you thought those were the best? Did they cluster around any particular mission? Charitable work? No, they were all different, i would say the majority of securities that are doing social media, our educational institutions in that makes sense because they’ve bought vast alumni networks and they’re already doing that for their students on. So i found a large group in the college and university field, but i have examples that are hospitals and medical centers and community foundations, all different types of organizations, okay, when i think that’s reassuring to charities to know that whatever their mission, they can do well with social media for planned e-giving maybe we should just give a little encouragement a little inducement, perhaps teo be using social media and promoting online giving? Well, obviously that’s an increasing trend right online, giving it is it’s an increasing trend and there’s been tremendous growth in that area there surveys produced by blackbaud, and they do the online giving report on video online e-giving group in two days ten by thirty five percent and at the same time, we’ve seen this rise of social media so there’s this explosion and growth on the web charities air trying to find easier ways to communicate more efficiently and cost effectively, and social media certainly is a place to be. Even if you think it’s a bad your donors or not, there they are, they’re there i looking at pictures of the grandchildren, and they’re on these mediums every day, and so it’s a perfect place to capture their attention? Do you find people who think that facebook, twitter linked in four, square are fads? Uh, you know, there certainly are some people that think that, but i think the majority of recognizing, like, the internet, a lot of people don’t want to set a plan giving websites, and now they realize that the direction the technology is going and we to be there and the charities that are there are going to capture that audience, and i didn’t mention google plus and i guess right, i guess you could say, you know, the i’ve seen written that tweeting it will be will be around for a very, very long time and there’s, the question is whether twitter would be around for a long time and that sort of captures, you know, the concept of meeting people online will, i think, is unending, but just whether it’ll be facebook ten years from now or google plus or something else that we don’t we’ve never even heard of, so i think the concepts will endure is just what platforms? Yeah, certainly we’ve seen changes in technology, you know, starting my face-to-face book, and now there might be a migration to google plus, we’ll have to see, but i think the idea is that individuals are out there, they’re using social media on a daily basis and whether you like the concept or not, that is where your supporters are at and if the captive audience and so i think there are a lot of charities that are really leveraging that they’re posting on facebook i daily basis, they’re not necessarily using it for fund-raising purposes and i don’t think that’s the goal, but they’re using it to build a relationship, and that really is the key. When we talk about plan, get what you want, a relationship and how should ah non-profit start in social media for planned e-giving yeah, i think the most important thing is to find out where your community is and the way you do that is through testing and listening there’s a lot of literature in this area that cantor kind of social media guru for non-profit she’s written about this non-profit technology network and ten has a lot of resources, but the idea is that you need to find out where your community is, and the best way to do that is to set up a facebook page, set up a twitter account, start posting and tweeting, advertise with your email on your website, and see where you are followers or your fans are at. And then, you know, this is the medium that’s working for me, and then you need to try some different types of posts or tweet to see what your community response. Teo so it’s a matter of really testing, listening and it’s going to be different for each organization. Christian schulz is senior vice president at crescendo. We’re talking about social media for your plan giving programme. We’re going to take a break. Please stay with us tooting, getting dink, dink dink, you’re listening to the talking alternate network duitz get in. 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 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, back-up two, one, two, seven, two, one, eight, one, eight, three. The conscious consultant helping conscious people be better business people. 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 buy-in, 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. I’m leslie goldman with the us fund for unicef, and i’m casey rotter with us fund for unison. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Durney welcome back to big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio kristen schultz from crescendo interactive and i are talking about social media for your plan to giving program kristen i since you mentioned that this is not necessarily for getting gifts directly, but really just in large part building dona relationships. One of the poll questions that i asked listeners for before the show is whether you’re non-profit is using facebook to build donorsearch ships on day, three quarters of the respondents said either yes, quite a bit or yes, slightly and twenty five percent. We’re not using it at all, so overwhelming majority using facebook to build dahna relationships, what do you like to see in in terms of goal setting for social media around planned e-giving i think in terms of gold, you have to set some basic objective and then begin to track your results. I like the smart objective that non-profit technology, uh, network uses smart. I mean your specific about your goals, they’re measurable there, attainable the relevant and their time bound. For example, in the plan giving context, it might be that i post a link to sign up for my organization can give you use letter on facebook and i might that’s the goal of achieving thirty new sign up in the next thirty days so that’s, quantitative and it’s time down. But once you’ve set a basic objective like that, you can use some of the measurement tools to actually measure how you’ve achieved your results and absolute organizations want to see they want to see that they’re achieving results from their social media efforts. Where will we find the and ten groups? Do you know? Do you know there you are, l ten ntn dot or ge and that’s the non-profit technology network? Is that right? Okay, i have a lot of resource latto resource is out there for people who are dafs or social media experts who are actually doing the actual posting. Most of the organization’s i’ve talked to in the plane giving arena are not posting to the page. They have a general charity facebook page and there ford and post to that person. Okay, so let’s talk about some of the methods that non-profits can use are around social media for plan giving. What did you see around the use? Of video. Yeah, i’ve seen a lot of the area video, and i think this is a growing area. Facebook allows you to drop videos on youtube and establish a link, or you can record a video via webcam. Texas am university is an example of security that has dropped number of donors testimonials. I had a great one a couple of months ago. A couple of made a request through their will, and they are a couple that has spent generations of their family, their children and grandchildren through texas a and m. And so they shared their story and talked about why you should contribute teo and m in their requests, gifts and the benefit of social media with dr stories and testimony, menu testimonials and videos that individuals can respond right on the paint and so you can share in that enthusiasm. Both seems staff testimonials where staff members, charities will talk about why they’ve made a commitment to their will on and then mission videos are very popular. The citadel foundation has a great video talking about the work of their organization. Save the chimps are really wonderful, custom branded video that shares images of their work so there’s a lot you can do with video about facebook and all summer long, andi want toby reassuring to our writings, which is small and mid sized non-profits that that these videos don’t have to be high end there’s been there’s really compelling stuff out there? That’s really just like a flip cam, right? Really, you could drop anything on facebook that meet their specifications, but you’re just simply dropping the video out there and establishing a link, you know, youtube or where, and it just doesn’t need to be, you know, high production value as long as that you mentioned some donorsearch s timoney als and another question that i asked around facebook and since you mentioned it for listeners before the show is, are you using facebook to support your plan to giving program? Nobody said yes quite a bit about a third a little more than third said yes slightly and then all the rest, about two thirds said no, they’re not using facebook at all to support planned giving so summer some are using it for donor relationships generally based on the first question, but on this on this question, not really using it. So much for plan e-giving and that is true, and i did my survey there’s only a small group that it’s starting to use facebook and twitter and lengthen and some of these platforms for planned gift. But i think it’s a growing group, certainly we’ve seen a lot of growth the current giving side no securities air out there talking about their efforts, and they also have cast donation button paypal account’s attached to their facebook pages. But yeah, there hasn’t been a lot said about this in the plane, getting community and that’s why this research was so interesting to me, and i wonder if if some of that reluctance to use facebook for planned e-giving is because the older, older community sixty, people sixty seventies and eighties are reluctant to use facebook beyond, you know, just tracking keeping in touch with family. I think that some individuals you that correct, but it’s actually not if you look at these fucking site survey’s biggest growth has been in recent years women age fifty five plus they are online and again, they’re looking at grandchildren’s pictures and they’re on their facebook pages every day. And so there’s actually a growing group of seniors who are out there one of the individuals i talked with david moore from chapman university he’s got a facebook page that’s just dedicated to his plane getting group, and he established it because he found so many of the seniors who were supporters of the university were out there on facebook. So it’s surprising, but there is a growing group there and it’s, a group that you can capture their attention if you are out there with a present for your carrying on with kristen schultz, senior vice president for crescendo interactive. We’re talking about planned your social media for planned e-giving remind you that we are live tweeting when that singleton is guest live tweeting for us. Use the hashtag non-profit radio to join the conversation on twitter and if you have a question you want to call in, we can’t take your call at eight seven seven four aito for one two oh eight, seven, seven, four aito for one two oh, you mentioned the quests kristen, is that really the place to start? If if you’re a small and midsize shop, is that the? Is that the place to start your social? Media effort? Yeah, it really is. The majority of plan gifts are still bequest. Request our blanket virtually any charity can offer and it’s interesting. Because if you look at the statistics, lawyers got confidence survey, sixty five percent of adults have no plan. And so a lot of individuals have not even begun to plan for their future. But planning when it does start its beginning earlier than we previously thought. It’s actually not a sixty five at forty forty five, the average age for the first will of actually forty four. And this is based on a study that was reproducing if key eventjournal average age for first requested forty nine and you can see actually metoo start capturing the attention of individuals in their forties when we talk about plan gift. Okay. And of course, i want to keep myself out of george in jail on the show we have judge in jail. And, you know, i said bequests. I just wanna make sure that everybody understands that that is a gift in someone’s will i think most people understand that, but i want to stay clear of dark in jail because if i’m in george in jail than be nobody to talk to you way we just have to hang up now would be the end so that we don’t want that. How about getting testimony? Sorry, getting technical information to either donors or advisors? How much of that did you see? I would say the most common plan getting post on facebook or tweet on twitter are short they’re typically wanted two lines with a short length back-up teo plan getting website and it’s really important to use a short link when you’re linking teo anything on your site, go to billy dot com or tinyurl dot com the best toasts are always the ones that linked to interactive tools or ask the reader to take action or respond. One organization i’ve seen it done quite well in marquette community foundation in northern michigan. They are on facebook and they have established a series of link on facebook. Teo will kit, and they invite people to download this freak it it’s a guide to planning your will and trust and that’s led to request discussions on the page. Uh, it’s resulted in vivid when someone asked questions on the page, and it seems that they’re interested to get planner will then take the discussion off the page and going have a normal visit, just like you would do with any plan gift, and that resulted in commitments for the organization. Both cast cash gift, but also bequest. Okay on dh that’s ah, technical information for donors. Did you see much use of technical information for advisors on being promoted around social media? I mean, i know technical sites exist for planners and advisors, but did you see non-profits encouraging advisers to go there through their own social media? I have not seen as much of that, but what i have seen is that there are a couple of non-profit that have advertise seminars for sessions for advisors, you, twitter and facebook, and i’m thinking of a jewish organization, the washington dc area, that sundown fairly effectively, but yeah, i don’t see a lot of post directed towards advisors from charity. Ok, let’s, talk a little about blogging. I know you. You have some have some tips about blogging. What? Just let’s again. Tryto encourage people. Why should there be a plan giving block? Yeah, i think that blogger is your own expression the way teo. Talk frankly about your work, your mission. And there are some organizations that have done that very effectively. Valencia college foundation in florida. Sorry, where was that? Was valencia? Yeah, valencia kottler foundation that gives planner there. Dahna marino has a great blogged herb log is on the word press platform and she’s featured a number of different types of plant gifts. She’s talked about the quest, uh, stock gift. She in a bequest post, will post her bequest language so individual knows how to include the charity in their plan, she always post to a gift acknowledgement, forms a form where the individual can fill that out, acknowledge a guest and join their legacy society on and all of her posts link back to her plan, getting website and her email and so she’s using the bloggers away to drive people to the plan, giving sight for more information and what’s your advice around driving people to the bog. I think that’s a great idea as well, it’s just that unless you build a really comprehensive block, you won’t have all of the information that you might have on your plan giving sight so you would have to make sure that you have big coverage of the different gift model and also, you know, some really motivating stories, but certainly she’s making a good example, someone who has built up a plan getting file, she actually files and takes her block and all of her blog’s are filed under plan giving. So if i wanted to find all of the information on plan giving on her block, i would just click on plan giving and she’s built up a fairly comprehensive list of posts on plan getting topic. So i think you can grow that over time, but it might not include all the information you might have on your plan getting website, you know, write clearly, and i was just i’m asking about howto promote the blog’s that people go there, people go there to see it, and then they find the information elsewhere. How does she promote or what? What’s your advice around promoting the block well, when i drop a block, i always tweet to it right away and so my twitter followers no, i’ve just posted something and then my block also migrates over to facebook so a charity can connect their blawg to their facebook page and by tweets also migrate over to facebook, and then i have my facebook page and my twitter account linked, smiling, then account, and so anyone whose only sin will be able to view both of those. And so when you connect your accounts like that, i think it really saved you a lot of time you only have to post or tweet in one place and the information then migrates over to the different platforms. So you’re reaching different audiences, and i know that he does that also effectively, they post to the block with your face. So all these are inextricably intertwined. They’re all pointing to each other. Okay? And then the block is the source of information deeper information you said their links and archives pointed to from there right? I also spoke to someone from unicef foundation and they have a great block. They feature donorsearch stories and they will post their facebook page a link to the block every time they have a new story. Alright, kristen, we have to leave it there. That’s video testimonials, technical information for donors and advisors and blogging. Christian schulz is senior vice president for crescendo interactive. She mentioned that she actively tweets. You can follow her on twitter at at crescendo tweet. Kristen schultz, thank you very much for being a guest. Thank you, it’s. Been a real pleasure having you. We’re going to take a break, and when we return, it’ll be tony’s take to my block this week. Thank you, and then after that, we’ll have emily chan talking about your non-profit in politics, so 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 buy-in, 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. 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 race? Interested simply email at info at talking alternative dot com. Welcome back, it’s. Time for tony’s. Take two. My block this week is thank you. Thank you very much for listening to the show whether you listen live or to the podcast. There are a thousand of you that download our podcast from itunes and i’m very grateful for that. I also thank my clients for trusting me with their plan to giving work or their charity registration work. Thank you. Also to the eleven hundred people who get my weekly radio email alerts. I am grateful that you let me into your inbox thinly veiled as a radio show. Thank you. Thanks to those who follow my blogged and comment on the block, i have a lot to be thankful for. And there’s mohr gratitude expressed on my block this week. The name of the post is thank you and you’ll find my block at mpg a d v dot com. Thank you. That’s tony’s, take two for friday, december second. Joining me now is emily chan. Emily, how you doing? I’m doing really well. How are you? Excellent. Very good to have you back on the show. Emily is an attorney at neo-sage non-profit and exempt organizations law. Firm in san francisco, and she is principal contributor at the non-profit law blawg dot com. You can follow emily on twitter under her name at emily chan. Emily we’re talking this week about political activity we’re coming up on a presidential election year just generally what is the rule around political activity by non-profits so today we’re going to focus on five, oh one, three organizations, but it would be like public charities, and the general rule is that they’re absolutely prohibited from engaging in political campaign activity on so generally this means things like no contributions, no endorsement by the organization and no use of the organization’s resources by one candidate without giving equal opportunity to the other candidates. And i want to thank you for catching me. You’re very thoughtful when i say non-profits that’s really not right? We’re talking about five o one c three, the charitable part because there are lots of non-profits that are not five or one c three, not charitable, so thank you for that and you didn’t even even called me out and possible jargon jail violation was because i missed used the term we’re not talking about non-profits like labor. Unions or or membership associations were talking about exactly as you said, the charitable sector of the five o one see threes, but thank you you mentioned not using the charity’s resource is what what kinds of resource is do. Charities need to be careful about their employees possibly using or or the or board members possibly using so there’s actually quite an array of resources that could lead into political campaign activity if used improperly to touch upon the first one you mentioned about staff on board members there’s, a major confusion area for many five on three organizations about what their staff on board members could do in their individual capacity. Because people have first amendment rights so many times individuals want to engage in political campaign activity on their own behalf, sometimes it causes problems. So for example, when that individual uses their organizational email address, they make statements at an organization sponsored event basically things out with lead one to believe that it’s the organization speaking or asking that person to speak or supporting what that individual says. The organizations want to be very clear in making that separation between what an individual khun d’oh in. Their individual capacity on what the organization is prohibited from doing so that’s interesting just use of the company or the sorry the charity’s email. I mean, i think people probably use their office e mail all the time because it’s just so much easier than switching back and forth between that gmail account or something, but so if your if you’re using your charities email, then that’s gonna that’s gonna look like you’re speaking on behalf of the charity? Yes, it certainly could, and so organizations will wantto have policies to make sure that the individuals are aware of this. But i think in most cases, it’s not intentional. I don’t think the individual wants to get the organization in trouble, but as you said, it may just be a matter of convenience or just not being knowledgeable about the kind of restrictions on the organization. So the organization should really put this into a policy and educate their staff on board members about what they can’t dio another issue with the board members or officers in the organizational when they used their titles and they speak and then are identified as being what say, the president of such organization in most cases, you want teo avoid that one possible. But if identification is going to be used in that way, really have a disclaimer that it’s just for identification purposes, because, again, there needs to be a difference between, you know, joe speaking on behalf of joe it’s, president, when joe, as the president, speak on behalf of the organization. So if someone is introduced, then at an affair on and they are going to be talking about a political statement, so so let’s say, somebody introduces joe, and they say that he’s a board member of a charity and then joe goes and and gives his political opinion about whether it’s a candidate or an issue, you’re saying that the use of that charity’s name in the introduction could cause a problem it could. But again, there are ways to add more protection around that. So asking the host of the defense to put that disclaimer out there that it’s just for identification purposes, having now disclaimer language in let’s, say the event brochure just to be sure that the attendees who were coming in other outsiders who are seeing this know that it’s just being used. Teo identify this joe from another job, but it’s not actually on behalf of the organization that he people excellent advice? Is there a difference between talking about political candidates on dh political issues or they or it doesn’t matter if they’re certainly is so with this absolute prohibition? It’s a facts and circumstances, of course, many things god organizations care about are going to be related teo elections, i mean, the people who are in the office can really influence the kind of policy and, you know, laws that our leader decided, so there are some cream izabal election related activities. The best way i’ve had it described to me is that these air yellow light activities you always want to proceed with caution because of the fact that given any kind of facts and circumstances, it could cross over into this prohibited activity. So the kind of things that organizations can do with the would be activities like voter education, such a voter guide doing voter registration like we’ve seen get out the vote candidate education, so sending all the candidates to educate them, dr policy issues and also issue advocacy and if you have this in particular, is one area that organization should be cautious about as faras crossing into political campaign activities, especially if they have advocacy on certain wedge issues. So the kind of issues that really distinguish one candidate from another, such as, you know, pro life, pro choice, looking at all the facts and circumstances if an organization is only doing this in election years really close to the election that’s not going to look right to the iris, others, but if, for example, they do it all the years, including non election years made do with the same kind of mean and scope, and they’re really doing it then to highlight their charities agenda, then that’s going to be something that issue ads that is permissible okay. And again, the name of that test that the irs applies is facts and circumstances. Is that right? Yes, like most of their test way. Then you come back. Okay, well, i guess i’m context is important, but but it also that’s such a sort of a nebulous test that it doesn’t really give a lot of guidance to non-profits to charities, right? And so that’s again why these are yellow light activities. Proceed with caution certainly seek experts to help you, especially if you’re doing something that could be seen as possibly being in support or in opposition to a candidate for public office. It’s really important to note that because the rule as a friend and it comes right out of five one two three in the internal revenue code is absolute, the revocation is the penalty, so that is pretty severe. River give me revocation of charitable status. Yes, on so that’s a severe penalty that you know the death sentence, any charity? Generally speaking, you see more of intermediate penalties. And so there’s also a penalty tax that the irs can impose on the organization and managers who approved knowingly approve a political like senator. But because that way let me stop you. How does that penalty tax work tax on attacks on what so it attacks of the political expenditure. But it can be imposed on the organization, so that would be ten percent. And then it also could be imposed on a manager who knowingly approved the political senator. And that would be two point five percent of the political on does that mean the manager would be personally? Liable to pay that tax? Do you know or work in the charity? Pay it on the person’s behalf. The person would be personally liable. And there’s also a second layer of attacks that can come in if the organization does not collect it or the manager, another manager, or that the manager refuses to approve the correction. So again, there’s some serious final piece because the public charities really are not supposed to be election hearing organization there there for public purposes for the public. Good. Look, let me ask you, emily, how come things like voter education and voter registration? You mentioned how come those things are allowed? These are seen of activity that helped facilitate democracy, but the same concept, the pie again as far the organization needing to be mutual and nonpartisan. So, for example, with voter education guide, he should not be guide that rank candidate. They really should be informative so that it allows the individual to make the decision of who they will vote for voter registration again, that can’t be just targeted to certain political affiliation or, you know, some kind of group them that would be aligned more with party affiliations. Of the post suggest getting people to register so these guys really need to be fair and balanced on dh oh, my god, fair and balanced. That’s fox is to say that and then they told they can’t know that’s a bad phrase. Lynette singleton, don’t don’t tweet that out fair and balanced thes things need to be nonpartisan. They need to be neutral, right? Right? Is that it? Okay, um, something about the organization should keep in mind with all of its activities because again, they can help the facility with democracy help educate the public, but they really shouldn’t be making that decision for the public for who they vote for. Okay, what if a charity invites candidates to speak or invites a candidate to speak? How does that work if they want to have, like, a political night where the candidates themselves speak that impermissible election related activity? But again, there are certain back-up that the organization wants be sure they take care of so all candidates should be invited to speak. If you’re having something like a debate, you know each candidate should be able to have equal time to speak there should be unusual moderator creating as much of a mutual, unbiased environment as possible will be important. You know, no campaigning, far fund-raising should be taking place, and no one from the organisation should be making statements to support or oppose someone who was there. Okay, again, neutral, you even mentioned neutral moderator very good. Okay, we’re going to take a break. Emily chan is going to stay with us, of course, for our last segment, talking about your non-profit and politics and election earing. So stay with us. Talking alternative radio, twenty four hours a day. Hi, i’m carol ward from the body mind wellness program. Listen to me, my chauffeur, 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. This is tony martignetti athlete named host of tony martignetti non-profit radio. They get 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 or career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office needs better leadership? Customer service sales or maybe better writing are speaking skills. Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment, be more effective be happier and make more money. Improving communications. That’s. The answer. Talking. 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. Welcome back. Emily chan is with me she’s one half of our regular legal contributing team of jean takagi and emily chan. And they’re both with the non-profit and exempt organizations law firm in san francisco. Where is jean takagi this week? Emily? How come, she’s? Not with us? Xero jean is here. He’s taking care of some other matters that the office is busy. You know, that’s how the holidays go. Nice he’s in the office and you can’t come to the phone right away. He’s. Not in the office. Cubine is not the office. All right, you’re covering will be on the next. Okay, i keep document these things. There are records you mentioned training a couple of times, what’s what’s the best way to train employees about what the policies are so that they know that the constraints, the first step to training, i think, is having a policy, i think that’s something that many organizations don’t have when it comes, teo advocacy related work, having the organization first become aware and informed of what they need to know is so crucial to then passing on that training, too. Volunteers dafs so once they have the policy, it really just be something of going through the policy together of revisiting that every year and making sure it’s up to date with the law and making sure that that handbook essentially is acceptable to anyone who would be having access to things like the organizations, email or social media accounts or would be staffing and events. Something we haven’t talked about yet is on individuals, election choices. Can i use the charity’s email or platform and and say what i’ve, how, how i voted or how i feel about a candidate? I don’t know, not about a candidate, sorry, but can i say how i have voted or how i intend to vote that is most likely going to be viewed closer along the lines of prohibited political campaign activity, again, using the organization as a platform than to an outsider, it certainly can have the appearance of the organization itself now engaging in this prohibited political campaign activity, even if it was an intentional, really, you know, organizations should not be able to indirectly circumvent the rules, so in that case, organization should not be publicising how individual votes and individuals in the organization should not be. Using organizational resources are platform teo voice that since this fact in circumstances test is so nebulous, i’m going to guess that social media is going to be kind of a gray area, depending on what the activity is like. Like if the organization lynx let’s se teoh somebody’s into account its website. Yes, that’s correct. A social media is such a dissolving field right now, there’s a lot of uncertainties and question marks far how the wall will fall down on this, but it certainly creates more opportunity for organizations to unknowingly or even knowingly violate the rules. So the irs has suggested, basically, from most of it, revenue rulings, another information that’s coming out that it is going to hold charities responsible, for example, the links that they have established on their web site. Two other pages, so what’s item bob chat room bulletin for its face. But this is all being treated the same way printed material has been treated traditionally by the irs. Not something organization needs to be careful about, because, you know if you link to a page one day that page, maintain tomorrow and you may not know that so any kind of connection you have to outside link should be revisited and ensure that they’re not putting the organization in a bad position. How does the irs find out about these things? Do do we know? Do they randomly check oars that when somebody blows the whistle, how does how did they find out? There are many channels for which the irs will start investigating an organization. It may come from news reports from reports from the public from things that they know internally, but win organisations so out of form ten twenty three they also put their website. And so that is something that the ira certainly will look at at the initial stage, and it’s something that on record too. So there are many ways to find out what an organization is doing, especially today on and if you are let’s, say, a controversial organization, it would not be surprising them that the media would also be paying a lot of attention. He was, well, way talked about linking to candidates website. What if the organization links to all the candidates websites with that, then be election education or you think that would be over the line? It depends of course, so that the best you can always say no family depends what gene gene over here getting no, i’m joking it again. We want to look at the purpose for why they’re linking to begin with. So it’s it’s something more similar to a voter education guide where it’s saying, you know, descriptions about each candidate’s and then providing it as like a more information line that’s that’s more like, you know, neutral information being passed on to the individual. If it’s something though we’re now it seems like one candidate is getting, you know, kind of more favoritism, mama sight or, you know, kind of less exposure like you have three candidates on your main page and to that air four clicks in, so there are a lot harder to find then. Now the facts and circumstances changing there’s no real purpose for linking it. That also raises the question of why the winks or even they’re really it would depend on all the facts and circumstances for why those wings are on the page to begin with. And your answer that it depends, i think, is perfect because it is because charity’s it is a nebulous test. Facts and circumstances and charities need to be very, very cautious and risk averse. Yes, on a great point that comes out of the question to questions about the different ways that organizations can connect tio candidates. So i believe you mentioned things like friending or re tweeting or liking their pace. I mean, these are all questions that the irs is going to have to deal with. So from a more conservative standpoint, you know, organization stands, they want to be very cautious about kind of avoiding any situation that could potentially lead to being seen as a favour to them. No, again, if there’s no real purpose in doing it, it’s probably best to not put the organization at risk by testing the waters in those areas where the irs is not clear yet on how it’s going to take a position on the kind of action. Emily chan is an attorney at the non-profit and exempt organizations law firm in san francisco. She’s, a principal contributor to the non-profit law block, which you’ll find at non-profit low block dot com. You can follow her on twitter at emily chan emily, thanks very much for being on again. Thank you for having me, it’s. Always a pleasure. Thank you. Give our regards to jean. I want to thank my guest this week, kristen schultz and, of course, emily chan and the net singleton thankyou for live tweeting lynette, you’ll find lynette at singleton consulting group that’s her company, and you can follow her on twitter at s c g the number four non-profits next week fund-raising throughout your life cycle, what does fund-raising look like in these stages of a non-profits life brainchild, startup adolescents, maturity, stagnation decline? And how do you avoid the last two of those stagnation in decline? We’re going to talk about fund-raising throughout your life cycle with jeff sobel principle of jeffrey sobel consulting and marrying major and planned gif ts are these two compatible? What do their courtship and marriage look like? 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Are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology, no reality, in fact, its ideology over in tow, no more it’s time. Join me, larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business, fam, 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 very sharp, your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s, ivory tower radio, dot com e every time i was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Are you suffering from aches and pains? Has traditional medicine let you down? 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Nonprofit Radio, November 18, 2011: Your IT Plan & The Goods on Google+ Pages

Big Nonprofit Ideas for the Other 95%

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My Guests:

Jason Hutchins

Jason Hutchins: Your IT Plan

Jason Hutchins, president of Nonprofit Solutions, tells you why you need an IT plan and what belongs in it. He’ll get you thinking about budget, equipment, outsourcing, the cloud and a lot more, so you avoid an IT crisis.

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

Scott Koegler
Scott Koegler: Your Mobile Website

Our tech contributor, Scott Koegler, the editor of Nonprofit Technology News, kicks the tires on the recently released Google+ Pages for organizations. Should you take one for a test drive? How are they different than Facebook pages? How do you interact with supporters? What’s the mileage on these babies?
 

 


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

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Welcome to tony martignetti non-profit radio we’re always talking about big non-profit ideas for the other ninety five percent. I’m your aptly named host november eighteenth, two thousand eleventh i hope you were with me on november eleventh, two thousand eleven. It was the work life balance, rachel and the silverman reporter for the wall street journal and contributed to their blogged the juggle shared what she’s learned about managing your personal and professional lives when both of those scream out for your limited time and it was volunteered his ability, our prospect, research contributor regular contributor maria simple, the prospect finder, talked about the new volunteers section on linkedin profiles to help your research and increase your visibility, and also with me with joe ferraro from the westchester association of fund-raising professionals talk about their national philanthropy day conference this week. Your plan? Jason hutchins, president of non-profit solutions, tells you why you need a night plan and what belongs in it. We’ll get you thinking about budget equipment, outsourcing the cloud and more to help you avoid a night crisis, and then scott koegler our regular tech contributor, the goods on google plus pages, of course we know. That scott is the editor of non-profit technology news. He kicks the tires on google plus pages recently released, should you take one for a test drive, how are they different than facebook pages? How do you interact with supporters? What’s the mileage on these babies google plus pages on tony’s, take two in between the guests. The only true job security is working for yourself. That’s, my block post this week. Plus, we were at two conferences this week doing interviews for the show, and i’ll tell you about those. We’re live tweeting the show as we do every week. Use hashtag non-profit radio to join the conversation on twitter. Right now, i have some messages for you, and then, after those, i’ll be joined by jason hutchins. We’ll talk about your plan to stay with me. 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 crawl. Offset. Two, 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. 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 durney welcome back to the show where we’re always talking about big non-profit ideas for the other ninety five percent. I’m with jason hutchins now and he’s with me in the studio. He’s, the president of non-profit solutions, which was founded in nineteen ninety eight to help non-profits boost their productivity, lower costs and improve operation through the use of technology. His work has included the non-profits, the brooklyn bridge park conservancy and the very institute of justice jason hutchins. Welcome to the studio. I thank you for having me today. Pleasure to have you let’s talk about the plan. Why is an i t plan important? So non-profits organizations they’re really familiar with doing strategic planning, strategic thinking, that’s a real part of most, you know, non-profit cultures, they there’s a kind of an army of consultants in there. You know, they do a lot of work within organizations coming up with some really, you know, close looks of what management is doing and all the other aspect of what the organization is doing. But a lot of times it is not not really part of that or not made part of that. So non-profit might might say that we what we don’t have the resources to do it work or we don’t have the resources to do what we want to do next in it. But if you if you really had the time to look at it, you’ll see that they are spending the resource is they’re putting resources into into systems, they’re just not doing it in a maybe a strategic way or thought away because things are going things going to break, right, whether you have a plan or not, you’re going to have to replace things over time. You’d rather do it in a coordinated way. So so what happens is a lot of purchasing has done on that emerged agency basis they, you know, one morning something’s not working hard drive can’t boot up the hard drive is dead, things locked up, the network isn’t working the server’s down, right? Sure, even even larger decisions like, you know, putting in a new database, you know, maybe they’ll they’ll go through a period where there’s an advocate for a particular system and and so that that system has put in, but that might not really connect or work well with the other systems the organization has or if that advocate that moves on to another organization in there, they’re not sure really what to do with that asset come the other thing that happens to a lot of times, the way the funding streams work in the nonprofit world, you know, either you might have a particular grant or particular funder, so there’s an opportunity to get a certain amount of money to do something, and then that just kind of stays there, you know, there’s, no there’s, nothing set aside for maintenance so there’s nothing set aside to, you know, to say, how does this fit in to all the other things we’re doing here? And so so eventually you might have an environment where you have a multitude of systems, and not really any resource is to to maintain it, or or or make sure it’s interconnected and what you wanted to do, that they’re not buy-in are coordinated systems that i mean, in the worst case against it wouldn’t talk to each other like your finance system isn’t talking properly to another administrative system that it ought to be, and they haven’t been a coordinated plan. All right, so let’s talk about taking a little bit of time to kind of look at all of these different aspects, and we can almost throw them into into different buckets and there’s some that are, you know, maybe unique buckets that an organization might look at, but there’s many of these have, you know, they’re similar things that an organization could do, you know, on their own or with it with a consultant to help them. Okay, so let’s czar way into the plan. So as we’re developing this plan, who were the people that should be contributing to our information technology plan? So you want you want to talk to as many people as possible because you see, the users of an organization are really, really important to get you. The advocates tohave a plan implement, so if i were to come out with some some new tool or new recommendation or a new way of working or let’s, say, nuit policies, but you haven’t involved the leaders of the departments or kind of some key staff, then you’re not really not really going tohave the adoption and and the usage that you really want. So if you’re able to to include those people right from the get go and spent time interviewing them, your program officers, your project coordinators in addition to senior management, you know that you’re head of finance, the organization’s executive director, other other high powered people within the organization you’re then able to get, you know what you would consider advocates to go back to their teams and say, hey, we’re about to roll this new system out, and so they’re they’re advocating for that tool to be used out in the field. Okay, so you really do want the users because all the people you named are sitting in front of computers day after day. You really want users at all different levels. This is not just a senior management project that there was a project that senior management is solely contributing to clearly not writing a lot of times. This has come a kind of a top down a top down approach where either consultants come in or new edicts come in or a new state rule, right? So new system comes down, so by talking to the users, you really find out what their day to day is like, and you’re also able to understand the culture of an organisation, because every organization is different, some solutions that might work at one organization, maybe might not be the best fit at another organization. We have maybe different type of staff staff, that or maybe mohr, you know, just using different tools, just familiar with different things. So and then you’ll really get a sense of what those, what those struggles are, and you’ll find that those those staff, those team members, they’re actually really excited that senior management is interested in collecting that from them. Okay, excellent. We’re going to take a break. I’m with jason hutchins is the president of non-profit solutions network, which you’ll find it non-profit solutions dot net. And after this break, we’ll get into the details of your plan to stay with us. 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. 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 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. 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 elearning all right, welcome back with jason hutchins talking about your information technology plan, jason let’s start to get into some of the details of what should be included in a in a proper plan what’s the first section that you’d like to see. Well, we’d like to look at the overall the overall, maybe footprint of the organization, like, is the organization operating from multiple locations because there’s some unique challenges that come in a place with that? So they there there’s like network infrastructure and just how does that play into what they’re doing and there’s lots of questions the organization has about the cloud because they’ve been hearing so much about it, or they have received so many sales calls related to the cloudgood wondering, let’s define that first before we go any further, because there might be some people who may even be using the cloud and don’t even know it. So what? What do you mean when you say the cloud? Sure, we’re talking about, you know, servers that are outside of their network, that aaron the public space. So, you know, google using google mail that’s, that’s cloud using a online hosted application like a sales force or something like this that’s in the cloud or sugar serum that’s in the cloud. So what was that last one? Sugar cr m sugar sierra. Okay, so, you know, a lot of these kind of individual applications cos they’re using a lot of amazon, amazon hosted servers and things of this nature. Where were your requisitioning space in the cloud? They’re all probably really using the cloud in some some fashion. For instance, their website is in the cloud where they’re they’re paying a hosting provider a monthly fee for space on a server. Okay, excellent. Just liketo jargon jail we have on the show. We have judge and jailer. Night it’s. Good. I don’t want you to tread too closely to your little taser. If i get to town. Also up to this point, i only have to use handcuffs. But taser, if you know if you prefer that we can, we can do taser. All right. So talking about the the database is going? No. You talked about the locations multiple, possibly of multiple locations, and how that impacts your plan. Right? So? So normally the trend really is, you know, are there aspects of your infrastructure that could be in the cloud and reduce your costs and and work effectively. And then are there certain assets and usually there are where you need on an internal network. So, you know, there’s there’s different strategies because everyone is unique and how they’re functioning and and what needs to be internal on what can be what can be external? Ok, let’s, talk a little about that. Since the cloud is so common and growing in popularity um, what are the you mentioned cost? First, before we get into what could or maybe shouldn’t be in the cloud? Why is the why is cloud computing cost effective? Well, not only not only is it is it a very low cost, often often a very low cost solution? Sometimes sometimes we can get into scenarios where it’s, not if we’re paying a licensing fee per user, but but there’s certain products where non-profits get just tremendous discounts on so okay, you know, you take you take google apse. Where where non-profit not only could have their email in the cloud, but but could be storing, storing enormous amounts of documents. And this is essentially free to non-profits so that that’s google doc you’re referring, teo? Yeah, because that’s, you know, that’s a attached rate rate to the google email system, you know, so it’s just a tremendous, tremendous product where, you know, non-profits are able to get it through a grant from google for if they have up to three thousand users and they’re certain restrictions, you know, maybe religious organizations or things of that nature, but but, you know, it’s just a fantastic, amazing, amazing product for them, and again, their all their emails than in the cloud is being backed up. They can integrate it, they can connect it with their local microsoft outlook. They want to how would you as a non-profit take advantage of this dahna offering you saying if you have three thousand or fewer users, which is probably all of our listeners, how do they connect? How did they get access to this there’s there’s a there’s, an online tool where you’re able to essentially apply for this for this grant at at google? Google is not great. It may be let’s say, answering the phone to service request because of their size and because the nature of the program so so you know, there’s an online step where they can go through and do this themselves or they could, you know, ask whatever it provider there working with to help them to complete this task, ok, do you know, do you know the name of the program? Call google non-profit something know they’d be looking to apply it’s essentially, like it’s, google, it’s, the google academic or google education? They’re trying to apply for a grant, essentially. So what? They’re going to going to a page that google has, they don’t have the link right in front of me, and they’re they’re filling out this application there, miguel, you’re you’re you’re handy crew has brought this up so so google for non-profits so right here in the studio, just talking about it, doing a quick search on google was able to bring it up on and there’s a process to fill it out, there’s online trainings and how to use it. Okay, so considerable savings because this is a grants all free. Is there anything else? Just give us another example of something that could be in the cloud, like email and documents. What else might be? Well, many of the many of the databases that non-profits we’re looking at now are are in the cloud or they’re done on what could be termed, like an internal cloud. So for instance, let’s say you had a non-profit and you have twelve locations. If you had a network that connected those sites together, you could have a database running at one of your locations and servicing out like an internal cloud to your twelve locations within your network. So it’s sort of like this hybrid model it’s, really? And you don’t hear much a discussion about it. Usually people just talk about the cloud or should we take everything to the cloud are nothing to the cloud, but really there’s some certain certain things that are like low hanging fruit. But you can take advantage of whether it’s the google, whether it’s microsoft’s alternative is thie office three, sixty five product which is a very low cost for non-profits and not not free but low cost. Yeah, hello coca yeah, and and then there’s internal internal internal opportunities where you know there’s there’s sugar serum, for instance, that guy and cr m is what it’s like a it’s like a it’s a database tool, it will be similar to sales force. But there’s a version where you’re allowed to, i think cr emma’s customer relationship management in this case. Yes. Okay. Okay. Sometimes. Yeah. So so so? So an organization could could download this, install it on a server, customize it to their needs and shared out within within their network. Okay, so as part of our plan, we’re going tow. Decide what of our applications belong in the cloud and what need to be stored locally. Right? That’s part of the important decision making, right? Okay, okay, other things that don’t belong offsite on dh really should be. Not if they’re not in the cloud. I know they’re on the ground, but there should be internally maintained and not off site. Are there things like that? A lot of this comes down to an organization’s policies. So if you were to talkto large organizations let’s say, a hospital or someone dealing with patient records, there’s certain requirements they really want to follow for for their own, their own compliance, their own hipaa compliance, their own, their own internal kind of process. So, you know, does it doesn’t meet those requirements, and so so even in a process like this, if you were to come up with potential solutions, most organizations of that size or in that in that field have an internal compliance officer, they have a compliance committee, you’re able to just kind of say, okay, because here’s, the solution does this meet the requirement and go through and again, you’re including everyone within within the organization, okay, what’s, another section that should be part of our plan, so so so databases just to finish that off for a second, a lot of times organisations they’re not really looking at what is the database built on. So it’s it’s sort of like down to that maintenance level, how are they connecting? So unorganised ation overtime might end up with five or six on unconnected databases, so here they have client records all over the place, and then they’re trying to come up with a solution. How they how did they merge them all together to do data analysis? So just kind of looking at that and saying, like, each one of those solutions might have been perfectly fine, but they really might not work all together again. So that’s just part of, you know, a road map on telecom non-profits just because they’re there, you know, there’s, an aggressive kind of sales push in the telecom space, you know, where we’re folks are calling them and their reselling these thes services, so a lot of times they end up on plans that me may not be really benefiting them, you know? And so that’s really no way to make decisions is by a on aggressive sales person calling and prompting you into a different telecom plan or voy data plan or certain hardware that’s not the way to make a decision, and usually the approach is that it xavi things you’re going to save a lot of money and and net and truth be told, the savings aren’t aren’t necessarily there and the performances and isn’t really there for what they want. So it’s it’s sometimes ah struggle, so they want to look at that you might be looking at, you know, a multitude of locations with different phone systems that don’t connect to each other and all of these kind of challenges. So again, we’re back to this fact that the spend is there like the non-profit is thinking they don’t have the reason we’re gonna have to spend the money anyway. They’re they’re pouring if if they were to really look at the numbers, they’re pouring money into maintenance of these systems. I’m with jason hutchins he’s, president of non-profit solutions network, which you’ll find it non-profit solutions dot net, we’re talking about your plan. We are live tweeting the show reminder use hashtag non-profit radio teo join the conversation on twitter khun small non-profits negotiate telecommunications plans and rates do they have any leverage? Well, um, it’s a good question and you can always you can always ask, you can always ask and non-profit really isn’t shy asking for a better deal, you know, because because the non-profit manager, you know, seizes that that’s that’s part of their part of their roles, they’re always there always kind asked that now now the sometimes they’re not sure of what to ask for, and i think that might be, you know, sometimes that’s the hurdle. So, you know, a very expensive product you know with with features that they may never utilize is put down and they’ll ask and they’ll get a discount on that, but there might be. Another product that that really could could do better for them that’s already at that lower price point that’s right there that they just don’t hear about. So you know, whether it’s whether it’s, you know, right now, for instance, you know, verizon will give you a seven meg dear cell for fifty eight dollars time warner would put in a fifteen by two meg internet line. Okay, whoa jargon jail hold on. E-giving taser taser thinking bull i’m thinking live bullets. Okay, fifteen by two what was what was all that? This is the data rate speeds or something. So, you know, you can get you can get just enormous amounts of band with at a very low cost and so normally non-profits now, because they’re already moving so many of their their items into the cloud and they’re getting familiar with doing it. They’re they’re attending webinars. They want that internets alright, alright, but so what’s fifteen by two what did that mean? It’s a it’s. A pretty fast internet line. That’s a fifteen meg download speed and to make upload speed. Okay, that’s first. All right, so the speed at which you get stuff to you is your download speed and writes the speed at which you send stuff up is your upload speed that’s, right? Is upload always going to be that much slower than download is a film? Lee is yeah, they’re not encouraging you to act in that capacity. So so usually that’s where the costs incurred. Okay, so that’s, the data calm and telecom part of the plan. Yeah. And so usually that that that again, if you when you when you look at that there’s there’s tremendous kind of confusion around around those those aspects, ok, okay? And i guess just around that section out, i mean, it wouldn’t only be the plans. And but also the hardware, right? You have to have telecom hard, we have phones. So is that is that? Is that hardware a piece of our plan also? Yeah, because we’ve seen we’ve really seen everything. We did some work with the three one one program and we saw organizations, you know, paying for lisa’s on equipment that they already owned. Because the least bill will just keep coming. You know, organisations are told to just buy a new phone system every time the lease is up. When in reality, the system is probably working fine. And so this, you know, all comes into this, you know, you know, like, what do we really need to do and where we going as an agency? How about staffing? That should be a part of our plan, whether we’re goingto be with a consultant or whether we handle this in house staffing and staff training that part of our plan? Yeah, i think so. So, so so, again, normally the hybrid solution, i think, i think, works well for organizations. They they you take it organization. Once they get past a certain number of a certain number of employees, they really do want it in house capacity, as faras on, you know, on sight presents so so so again, they they often want that person to be working for the organization that they can. They can interact with a consultant to help them bring in the kind of viewpoint of what’s going on in the field what’s happening out in the marketplace, how can we benefit? And then? And then if if you’re able to get an environment where that internal staff is able to collaborate with the consultant and you’re able to get a lot done, okay, so there’s, your hybrid and the and what about training, training, non staff? I mean, most of this, most of the users, if the reason it could be a small shop where there isn’t even a night staff, but most of the users or not tech people, what should be rethinking about around training. So a lot of times, it’s not done, and you’ll alaskan organization, have you ever done any training? And they’ll say, really, really know, you know, it’s, a line item that’s just removed, so, you know, if you don’t have the resource is there, you can go to kind of a trainer train the trainer modality, you know, if you have a lot of a lot of staff, a high account, you could go back to that kind of advocate model where those advocates are really, you know, getting to know the system, so so they’re involved in the process, their understanding, how it works, and they’re able to then spend time with their group, their team, their coworkers. You could also really use some simple tools to control your cost there if you were to do a one on one training, you know, just tape it, do a webinar, archive it, have it for new staff that air coming in how to use the organization’s database. So a lot of times you hear issues like a complicated system might be in place, but there’s a high staff turnover. So how do they keep training new staff route of they? How did they do that? And we’re talking about training just quickly. What? What are a couple of things that we should be training about? What are we training people on? Just how to again, like once once you’ve defined what those company policies are and how they’re using it. So if you were to roll out google aps, how you want to use her to be using the google aps within the organization, the way documents or shared or put in folders in this type of thing on dh while we’re talking about the users of the system, what about their own personal devices? Just and we only have about two minutes left, and i want to get to one other area in the plan so labbate well, everything about whether people can connect with their personal devices to the to the to the network, right? It goes back to the policies. So some organizations we work with there’s a strict policy where they can’t use personal devices, other organizations, you know, again, it’s a it’s it’s really made its way in the marketplace, people, especially with iphones and ipads, that it does reduce the cost of the organization. And depending again on that company culture, the type of data they’re dealing with, you know, it’s acceptable in other place is sort of like, just what are our rules as an organization? Why are we making these rules? And if we’re changing the rules, what are the repercussions there? And and then what happened? So if if someone has email on their personal device and they leave us to work in another organization, it’s just really a simple process to say that emails part of the organization and i’m not a ceo and not your sneering what’s one final area we just have about a minute left what’s, another final area that should be in our plan. We have not talked about finance and again, you might want to take a quick look at just, you know where’s, the organization headed, you know, does the finance system work now? And if we’re looking at a new financial system, what type of work are we doing? What new contracts are we going to get over the next few years to go into place and that? How should are? How should our staff be trained on using that system? Okay, that’s so finance would include accounting and all the receivables and things like that, the finance bank that goes back office and then just in thirty seconds, what about our social media policy? Our social media presence? Does that belong in the plan? Well, i mean, again, it’s, you have what you know, it would fall under kind of, i guess, you know, social communications, the communications department in social media, so so again, we’re then looking at how how is that information cause? A lot of times we’re looking at online databases we were really talking about is online databases or a website that then connex over to facebook and how is that information collected? So if you have an external consultant doing all of your online work and one platform well, your internal consultant doing all of your database work and another platform well, then you’re going to have to do extra work to connect that information because you’re dealing with the same users, we have to leave it there. Jason hutchins, thank you very much for being a good keeper. Having me, jason is the president of non-profit solutions network. You’ll find out non-profit solutions dot net. We have some messages. Then, after those tony’s take two and then scott koegler joins us to talk about the goods on google plus pages, so stay with me e-giving living, tooting, getting, thinking things, you’re listening to the talking, alternate network, things get anything. 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 hunters. People be better business people. 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 readings. Learn 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. The express buy-in 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. I’m leslie goldman with the us fund for unicef, and i’m casey rotter with us one for unison. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Durney welcome back, it’s, time for tony’s. Take two at roughly thirty two minutes after the hour, and the two is spelled out in tony’s. Take, too. We had a question in the studio. It’s, of course, it’s spelled out. My block post this week is the only true job security is working for yourself that’s pretty self explanatory, but i’m interested in your opinion of my conclusion that the only true job security’s working for yourself and you’ll find that on my blogged at m p g a d v dot com. I was at two conferences this week, the westchester county chapter of the association of fund-raising professionals hosted national philanthropy day that was up in briarcliff manor in new york and interviewed they’re about eight people interviews for upcoming shows on things like building a culture of philanthropy within and around your non-profit themed events monthly e-giving strategies. Those were a couple of those are three of the eight interviews that i did in westchester, and i was also at the next-gen charity conference duitz that was just yesterday, and we were in lower manhattan. Regina walton, a social media manager, was there, and we also took shot some video and some of my interviews. They’re included craig newmark, the founder of craigslist. You know, i talked about consistent messaging for your non-profit mark echo of eco enterprises talk about collaboration, and i also talk teo peter. Thumb, the founder of ethos water, he and i talked about perseverance in the face of rejection, and there were many more interviews from both of those conferences this week, and i’ll be playing those oncoming shows, and that is tony’s take two for friday, november eighteenth with me now is our regular tech contributor, scott koegler how you doing out there? Scott? I’m doing great, tony, how you i’m well, where you’re calling from today, you’ve been all over the country recently. I was in phoenix this week, i got home yesterday afternoon and now i am back in north carolina, okay, back home, we’re talking about the goods on google plus pages. Scott koegler is the editor of non-profit technology news, which you’ll find at n p tech news. Dot com scott, we have facebook pages. What what what’s the difference? What? Why? Why do we need google pages? Yeah, you know that’s a good question. Facebook pages certainly are a big deal. Um facebook with eight hundred million users, and i think that that’s pretty much they’ve got the market stumped, but as google plus came along, one of the things that was obviously missing was any kind of ability to put a day a page foreign entity for a corporation for a group, for non-profits none of those things were available. You actually had to actually be a person and prove that you are a person that was a little unusual, and it caused google some issues and some criticism what beginning, but not too long ago, i think a week or so ago they introduced their google plus pages, and that is, as you kind of indicated there roughly equivalent to the facebook pages or canvases or whatever component they want to call them at this point. Okay? And, uh, s so is this something that non-profits should be paying attention to? Should they be jumping in at this point? I would say it’s probably better to jump in then not because the cost of entry is pretty much xero all right, and there is an audience in google, plus one of the things that’s not there yet that i really believed will be coming along shortly is any kind of advertising and promotions. Google plus just doesn’t have advertisement in there right now. It’s very clean. It is it is set up specifically for users to connect with users and not really a commercial venture yet. All right, so well, i just wantto interrupt you. Sorry, that’s, an important distinction between facebook and facebook pages and google page is because way all know we all see on facebook pages that over on the right side there’s lots of ads and they’re targeted to you based on where you live, where you went to school, things like that. But you’re saying google plus is void of all that at the moment. Yes, google pages is probably make no doubt that google is all about advertising and money, but at the moment it’s pretty clean, okay what’s the what’s the plus one that i see on ah, google plus and how does that relate to the facebook google page is the plus one. The plus one is roughly equivalent to facebook’s like function, so when you see the plus one, you click that, and it indicates that you are a supporter of that particular comment of that person. Foreign pages of that particular page, and there’s there’s something the difference is now with plus ing, or liking or following just to bring twitter into it, okay. That what happens, what happens in group a process is what i would call a synchronous liking. In other words, if i like the tony martignetti show and i click the plus one on your google plus page, then you get the benefit of my life, you know, plus ing your page, which it was you certainly would do when we create the twenty martignetti print non-profit that’s not an if it’s okay, otherwise you’re off were out, you’re out, you don’t plus one me, i’ll be nonplussed if you don’t want it all yeah, there you go. Um, that also allows you to put me into a circle and at the same time, i could put you into the circle. So it’s, you know, it’s a mutual admiration, admiration if you’re okay now, we’ve talked aboutthe circles when when you and i first talked about google plus, but why don’t we just remind people what those circles are in google? Plus circles are categorizations in other words, i have you in my in my work circle, not in my family circle, and so you can set these things up on facebook had has just recently introduced the same kind of thing. So when you add a friend in facebook, it’ll what what group do you want to put that in? It seems like they’re they’re certainly doing that in response to the google plus circles, right? Absolutely playing catch up there. But the difference here is that with google plus, when when we like each other, it’s a it’s, a conditional like in other words, it only lasts for a long as i like you for you like me. One of the tactics with twitter was to gain twitter followers, of course, right, right, so if you if you connect with someone on twitter, the idea is that that person will then connect back to you and that what has worked pretty well. What happened next, though, if you’re using one of the strategies, is that i would say, i like you, you know, i’d add you to my twitter, i follow you, right? Follow me back and then i would just follow you leaving me, you know, leaving you still following me. So i got the benefit of basically pulling you into following. So you look better because you’ve you’ve still got me following you, but you’re not. Following me so you look like you have more followers and and that’s ah, devious strategy right there people have been using on twitter exactly, and how come you can’t do that with google pages? Google pages doesn’t just doesn’t support that if you like my google page and, uh and i then like, you know, plus one you back or add you to a circle, all right? And then you take me out of the circle, then you will disappear from my circle, okay, so it doesn’t automatically automatically, okay, i think it’s a good way of doing it, none of that shit that we see on twitter, yeah, what they’re saying is there their strategy is to make this a more balanced way for brands and non-profits brands be able to interact with people that are actually general, that are actually supportive of them? I’m not just because they’re following because they’re being followed right by the way i have in google. Plus, i have ewing, dear close friends circle, and i’m a little disappointed that i’m only i’m liking your work circle is that? What do you say? People? I hardly know work, circle or something, you’re in my dear close friend circle, i will change. I will change you immediately, and i don’t care just create that and just make me the only one in there it doesn’t matter to me i’ll stand by it. I’ll stand alone in your circle. Okay now the good part about google circles is that one never knows what circles exactly where we go have said reading one night that i was in your dear close friend circle you could be lying. Oh, hello. Oh, the connection broke down. No. Uh, no, i hear you. Fine. Good let’s. See? Okay, what we can do? Ah, we could do hangouts on google pages. Can’t wait. Yeah. Why don’t we remind let’s? Remind people with the hangout is and then and then tell us that we hang out is a can be a video conference with multiple people participating. Not everybody has to have the camera on, but in general that’s, the way that it’s promoted is that we will have our cameras on you get a little box with with the with the participants in there and it’s text as well as audio as well. A video and up until just recently, it was limited. Two ten participants. Just just a week or so ago. They raised that. I think they did it at the same time they brought out the pages. You can now have twenty people in a hangout. So that’s that’s. Pretty interesting in it. Uh, i can see where this is moving toward unlimited. Hang out, sweetie. The technology is there. The web cams are easily available. As soon as you have in-kind around tables going on live hangouts you could have seen the technology is they’re so so for a non-profit they could just have a spontaneous. They could just have a hangout. It’s redundant to say spontaneous. Hang out. They could just have a hangout, right? Just declare one and get a bunch of people who who are there. They’re friends. Teo. Teo, participate. Can you can you limit the people who comes like, could you have? Ah, impromptu boardmember board meeting, which you wouldn’t want just anybody. And can you just have certain people in your hangout or you can’t do that? You could do that. Mostly. You do that. By who? You announced the hang out, too. Okay, right. Just don’t, uh, google plus does not automatically announced the fact that you’re hanging out. You could do that, and then you can have a circle of board members, and you can announce a hangout to your circle board members, and it doesn’t have to be spontaneous. You know, you could schedule it, announce it, tell people that you’re going to have it, and then on then, when you bring it online, announce it again, just to remind them, okay, so so not necessarily spontaneous, right? You could do it in advance. Okay, so if you had a hang out with all the people in your dear close friends circle, that would, i would just be hanging out with myself. I was just like me looking in the mirror. It would be me and you, tony that’s it. Okay, dahna. Let’s, see, and we have just about a minute before a break. How do you what’s the best way to promote your your new google plus? Sorry, i keep saying that your new google page at the moment, probably at the same way that you would promote any other page or function that you have you posted in your newsletters, you send it out on facebook or on twitter and announce it the same way that you would announce anything else. It’s, just another venue at this point. Okay, all right, i’m with scott koegler he’s, the editor of non-profit technology news. We’re talking about the goods on google. Plus pages were going to take a break for some messages, and then we return. We’ll start talking with scott about some of maybe you can measure and use some of the google analytics around your new google page, so 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. Oppcoll 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 dahna 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. Welcome back, scott koegler and i are talking about the goods on google, plus pages got their google analytics is so rich in measurement. So is that connected at all to the google pages? Come, we evaluate your page? Yeah, it’s built in on dh it’s it’s a nice thing because pretty much any website now has has google analytics kind of baked into it, so people are already accustomed to looking at analytics and understanding how how google accumulates and reports that information. So the fact that the pages are also included in your analytics accounts, it is just it’s great and it’s a it’s, a natural kind of flow in the in addition to what google plans on doing, and i think it’s going to go farther, i think any of the components that google already produces in any of its properties is bound to find its way onto google plus, so if someone plus ones your page, then you can learn about who those people are that are doing it in the aggregate, like what their interests are is that is that kind of is that the kind of data that a non-profit could enjoy using and a good question. I’m not sure how deeply into the specifics the analytics gets, and there are privacy issues, of course. Facebook, it’s, it’s well known that you khun subscribed the facebook and the people that you like can either send messages to you automatically by way of the attributes that the things that you like, but i’m not sure whether google is going to get to the point where they’ll say, hey, tony liked you in that that you could get out of your circles, but in terms of analytics, i think it’s kind of more broad in terms of numbers and times and events and why and when rather than who? Okay, okay, would we be expecting less spam on on because of google pages or because of the because of the this automatic, unlike ing, i guess, or i’m not sure how to say it, but un connecting when when i disconnect. So is that going to you think lied to their being less spam, fewer messages that that i don’t want? I would think so. I think that google has a plan tto make this a more riel and more direct connection between brands and their supporters that’s kind of the overall mantra that i’ve repeated many times they want to make this a real connection between the people that like or support a particular brand and the brand itself, so that can be more engaged and they use the word engaged quite a bit. I’m not exactly sure what that means, but i’m sure they will tell us how they’re going to enable that, so we’re likely to see then fewer plus ones on a google page. Then we see there are then we have likes on a facebook page, but the connection is closer. Aye, that’s the plan yes, with connection should be closer again. I’m not sure how that how that will work out what the plan is to do that, that that that is where they’re going with. Okay, where would a non-profit goto to create a google page? Where’d you even get started with that? The best? The first thing to do is to create a google plus account, which means creating google plus or google profile, so you have to start with a with a personal page, and at that point you can then create a a little plus page. And that, i believe, is right on the right on your google plus account. In fact, i think it said, just close mine over on the right hand side. Yep, there it is, toward the bottom of page create a google plus page. Okay, so simply click that and off you go. Okay, so you started on your own personal google plus pages that right? And then down in the lower right you’re saying is where it says create an organization page or something like that, right? I looked at my stream, so the stream of it is my personal google plus account. And the beginning point of all this is the google needs to know that you are actually a real person and that’s why they want their profile once you validated yourself, then you’ve got the ability to create a google post page, which you could do for an entity for a company for a non-profit for a group of what okay, you represent and to create that google plus account to prove that your identity you have to have a valid email address, right? Yes, correct. Is that that’s how they know that you’re a real person? Cause they’re going to confirm exactly. Okay, got anything else you want to leave us with? About google pages? I would say jump in early and get something going. And there’s no, no downside to it. And it really. I set one up. It took me about ten minutes. Very simple to do, of course, it’s possible to get very, very complex. Look at some of the examples that are up there bmw and mercedes, coca cola. And there are literally thousands of this point, but they could be essentially full websites in and of themselves, but i would say, start out, get going and get prepared. Excellent. Thank you very much. Scott koegler my dear close friend in my dear close friend, circle on google, google plus is also just incidentally, i mean that’s the most important thing. But incidentally, he’s, the editor of non-profit technology news which you’ll find it n p tech news. Dot com and scott will have you back. Of course, next month. I think it’s only have a good one. Thank you very much. Happy thanksgiving to you too. Thank you. Next week, because of thanksgiving, there won’t be a show, but i hope you’ll be celebrating the things that you have to be thankful for, and we all have many of those and take time to do that, and i really hope you don’t go shopping on thanksgiving day. I just think that’s atrocious, that shopping will be available on december second. Oh, so we won’t have a show next week, but on december second, friday will be kristin schultz from crescendo interactive and she’s going to share. Schultz is sharing social networking best practices for planned gif ts that’s, kristen schultz from crescendo sharing social networking best practices for planned gif ts and that is based on her research and their interviews with non-profits and are contributing legal team will have something legal to talk about. That is, of course, jean takagi and emily chan from the non-profit and exempt organizations law firm in san francisco, are regular legal contributors. Keep up with what’s coming up on this show for pizza! Sign up for our insider email alerts on the facebook page you can fill out a very simple form and get the weekly alerts. If you like the show like us on facebook, you can listen to the show live or archive. You’ve been listening, live i archive is on itunes, and you’ll find itunes our page at non-profit radio dot net. Subscribe and listen on the device of your choice at the time of your preference on twitter. You can follow me, you can use the show’s hashtag, use it with impunity that hashtag is non-profit radio, the creative producer of tony martignetti non-profit radio is claire meyerhoff, our line producer. Today is janice, the owner of non-profit, the owner of talking alternative broadcasting is sam liebowitz. Our social media is by the excellent and today in the studio, regina walton of organic social media. I hope you’ll be with me on friday, december second, when i’ll be back in the studio at one p, m eastern for tony martignetti non-profit radio, always heard at talking alternative dot com. No, i don’t think you’re getting it. You’re listening to the talking alternate network. Thank you, e-giving thinking. Duitz good. Looking to meet mr or mrs right, but still haven’t found the one. Want to make your current relationship as filling as possible? 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Join me, larry. Shock a neo-sage. Tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you. Society, politics, business 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. Very sharp. Your neo-sage. Tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com for the average, our is a great place to visit for both entertainment and education listening. Tuesday nights nine to eleven. It will make you smarter. No. 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. 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Nonprofit Radio, November 11, 2011: Work/Life Balance, Volunteer Visibility, & Westchester AFP

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

My Guests:

Rachel Emma Silverman and one of her sons when he was a baby.

Rachel Emma Silverman: Work/Life Balance

Rachel Emma Silverman, reporter for The Wall Street Journal and contributor to their blog “The Juggle,” shares what she’s learned about managing your personal and professional lives when both scream out for your limited time.”

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

Maria Semple
Maria Semple: Volunteer Visibility

Our regular prospect research contributor, Maria Semple, The Prospect Finder, talks about the new Volunteer section on LinkedIn profiles, which can help your research and increase your visibility.

Joe Ferraro: Westchester AFP

Joe Ferraro, from the Westchester county Association of Fundraising Professionals, explains their National Philanthropy Day conference on November 16. What’s the objective? And who are the speakers? Tony Martignetti Nonprofit Radio is a media sponsor.


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Here is a link to the survey: http://www.surveymonkey.com/s/XM78P2L


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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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Oh! Bonem welcome to tony martignetti non-profit radio, where we’re always talking about big non-profit ideas for the other ninety five percent of your aptly named host today is eleven eleven eleven just a few things about that their arm or las vegas marriages by a factor of ten today than there are on the average friday in november. Lots of people want to marry on eleven eleven eleven. This is a big deal in the mayan calendar, which was too much for me to get into personally and research, but it is a big deal south korean c sections because the resident registration number for people born today in south korea will begin with eleven eleven eleven and parents want that for their kids. Um, i just like palindromes, so it catches my attention for that reason is symmetry is about as far as my creativity stretches, so i like it for that reason. And today is also veterans day. So a shout to those who are serving and to my fellow veterans happy veteran’s day. I hope you’re with me on eleven o for eleven last friday, when i had andrea kill stayed with me and we talked about assessing your asking style, andrea revealed what it means for me to be a kindred spirit and a mission controller, which are two of the four asking styles profile that asking matters dot com, which she co founded. How do you prepare for a solicitation based on your asking style? And how should different styles be paired together for an ask? We also talked about her book, how to raise one million dollars or more in ten bite-sized steps this week work family balance, rachel emma silverman, reporter for the wall street journal and a contributor to their blogged the juggle will share what she’s learned about managing your personal and professional life lives when both scream out for your limited time, then volunteers is ability. Our prospect research contributor maria semple, the prospect finder, will talk about the new volunteers section on linkedin profiles, which can help your prospect research and increase your non-profits visibility and finally, national philanthropy day at the westchester association of fund-raising professionals, joe ferraro from westchester ft, will talk about their conference on november sixteenth. Who the speakers are what their objective is. My show is a media sponsor that conference and i’ll be doing interviews there. All of that, along with tony’s take, to which my block post this week, is the basics of charity registration. That all comes after these messages, and immediately after those, i’ll be joined by rachel. Emma silverman. Work family balance. So stay with me. 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. 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 are said to want to 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. 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 big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio with me now is richa rachel, emma silverman she’s, a reporter for the wall street journal and a contributor to their blogged the juggle she’s, also the author of the wall street journal complete estate planning guide book, which is available on amazon. We’re talking about work, family balance rachel, welcome. Thank you for having me. It’s a pleasure to have you. Why does the journal feel that a blogger on balance between work and family is necessary? Well, the blogging you’ve named the black has been around for a number of years, and so i actually didn’t start the block. I said it started by some other colleagues before i became a contributor, and the genesis of the bog was that a number of users, both women and men, we’re struggling with these issues in their own lives, and they figured that, you know, they weren’t alone and that many of our readers were dealing with same issues. You many of the most of our readership, though not by all means not all, um, our working parents, although we do have plenty. Readers without children onda also some readers who don’t work outside of the home and our state home parents, but but definitely the bulk of our viewership for working parents who are dealing with, you know, the struggle of how teo work meaning or have meaningful professionals careers, but also raised their families. And are we seeing much difference in thiss in the midst of our recession, in terms of thes thiss balance in the jungle, there is a difference, certainly. Well, first of all, families are just more worried that they’re more worried about their jobs or labbate heads their paychecks if they’re even looking enough to be employed. So you that underlies the struggle, and it adds to the stress that many working parents already feeling. But secondly, um, those who do have jobs are many cases working harder than they’ve ever worked before and that’s because many companies and non-profits are operating a lot more lean lean these days, and you know, they’ve had layoffs or haven’t sold positions, and that means many workers are actually doing the job. So you two or three people and that can increase the workload increased the time spent at work. Or, you know, pulling in time during home time. And so it really does that stress on dh there’s tension there. You feel grateful to have the job, but probably resent may at least frustration and maybe resentment about having to do a couple of jobs. Exactly. Exactly there, you know, certainly that case. People feel less blowing rock the boat and asked for more flexible arrangements are to scale back the work hours. Nobody wants their job and we’re going to talk about howto set some of those boundaries. One of the poll questions that i had for the audience before the show was, is your job comprised of what was two or more jobs before the recession and perfectly split between yes and no fifty percent each way. So yeah, i mean that that because it certainly doesn’t affect everybody here, but i’m not surprised that at least, you know, you feel like they’re doing a lot more and i think in the for-profit sector as well in the audiences. Non-profits but i think we’re seeing that across the across those the two sectors, i just want to remind listeners that we are live tweeting the show. Join the conversation on twitter using the hashtag non-profit radio if you have a question for rachel and we’re also taking calls at eight seven seven for eight xero for one, two, zero, eight, seven, seven for a tow for one two oh ifyou’d like teo, talk to rachel who’s i think your cellphone just rachel, you have to get that call. I hope. No, i’m getting okay. Oh, that was okay. The sort of the conventional wisdom about working for non-profits is that it will be a more regular balance will be more normal work hours. Ah, pay maybe lower, but there will be a better mix between personal and professional. Do you see that by commenters on the blogger and people you’ve interviewed so that’s a really good question? I know i actually know from both professionally from reporting and from the blood, but also even personally, i know a lot of people who have left corporate job, askew said, because they i thought that non-profit world would offer a more friendly, more family friendly environment a few hours for with trade off being being less pay. But the reality in some cases, though not all, can be difficult to be surprising and different. You know, all of all of you working non-profits you guys work hard and and the hours can be long or get their community, we’ll get night for events or for charitable mission work and so it’s, not always the ninety five that some people are expecting when they go when they go into the non-profit world and i think that has been exacerbated talked up. For by the poor economy, just because the the social services for those york until services, he needs air greater. But also, you know, just being short staffed. It means that all of us are working harder, or many of us are working harder. We have to take a break. When we return. Rachel will stay with me. We’re going to talk about howto, establish some of the boundaries, and set that balance for yourself, and also talk a little about rachel’s situation because she is a work at home. Mom, this is i know tony martignetti non-profit radio stay with us. Thank you. You’re listening to the talking alternate network. You get me thinking. Xero 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 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 hunters. People be better business people. Dahna 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 second reading. Learn 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. If you have big ideas and an average budget, tune into the way above average. Tony martin. Any non-profit radio ideo. I’m jonah helper from next-gen charity. Welcome back, i’m with rachel and the silverman reporter for the wall street journal and contributed to their blogged the juggle we’re talking about work, family balance, one of the other questions that i asked listeners before the show was do you feel you have appropriate boundaries between your work and personal lives? Kind of disappointing on the only forty two percent said yes and all the remainder were no or not sure so i don’t even not sure is not so good. Rachel euro, your work at home. Mom, how did that come about for you? Sure. So i work for many years out of our new york bureau a za reporter. And then my husband actually got a job in austin, texas. And i asked my boss if i have to go after it plainly, you know, saying i love my job and i would it be okay if i moved a dawson with my husband for his job. Would i be ableto work from home? And my boss didn’t even bat an eye. He said yes, and i was so grateful. And this is seven, no, six, six years ago. And i’ve been here ever since and i have two young children who are almost two enormous for and so i work out of the home office with one of my sons is in preschool on the other eyes, still at home with the baby sitter while i work from home so that my situation, what were you thinking the days leading up to asking that big question? What were your feelings about what you might hear? You know, i felt pretty confident that i didn’t really second guess it. My husband had to make a decision quickly for this job offer, and we’re pretty sure that we wanted to move anyhow, and i just sort of told me that the worst thing that he could say would be no and if that happens, you know, i really enjoyed i really love my job, and i would be very upset. Um but you know, that that’s the worst thing that could happen, and then we have to make a decision. But, you know, i also felt that if he said no there’s always room for negotiation and there are ways to do things like a trial period, but it didn’t even come to that, you know, i think one of the big issues and what we can talk about this further is that people kind of get so scared about even asked e-giving they don’t want to appear to be, you know, lazy or they don’t want their bosses and they will be working as hard if they were so they don’t even ask, and i really that’s, you know, you keep only with only one hundred percent sure way tio not get what you want is to not ask for it. And so, you know, i think that it’s it’s really important your bosses that is most in most cases not going just offer work from home. Usually people have tto have to ask for it, so but also just knew that the worst thing would happen would be that, you know, and and i i was prepared for that consequence. So the advice is if you’re if there’s something on your mind about an alternative arrangement or hours or a couple of days a week at home, or maybe just one day we get home, get the courage, find the way and just asked, because i think, don’t you think that if if your work is getting done, and if it continues to get done, most supervisors are going to be amenable, yes, not all almost right, exactly most yes, i think especially now because our technologies just so much better and there’s so many more ways to be connected to be productive without being in an office, you know, that didn’t used to be the case, but when i asked, i mean, this is six, seven years of this before the iphone, you know, blackberries, we’re still kind of not as good as they’re now, and so the technology was kayman is good then, but but now, you know, it’s really, really easy to stay connected to the to the workplace on and in fact, a lot of companies are finding you know, that they’re alive and more distributed workplace. You’re a many employees happier, but also their big cost savings in terms of real estate in technology and energy. No, there. There are a lot of benefits working from home now, so you have two children at home seeing you work every day. Do you think about what the impact will be on them as they grow older? Yes, i actually think about that a lot i grew up with two working parents and my mother for much my child hood worked from home, and i actually you’ll have so many memories of falling falling asleep with sound of her typewriter hail kind of in the background kind of click clacking away, and she was a consultant, often how to write reports, you know, this is kind of the era, even before we’re processors, and you know that that that really impacted me, i sort of just assumed that i would work and, you know, it was just very much a part of my of my life growing up. No, i think that for my children, you know, i hope that i’m a real role model as a working mom, and until very recently, i was actually a part time from the time that my first time was born just a couple months ago, i was a part time, so i was with them, you know, as mom for part of the work day, you probably talked to a lot of people or get comments from out of people for whom they’re not, in the most part, and their bosses aren’t amenable. What? Advice do you have there? Yeah, i mean, that’s a really big issue. And i think that it’s something that will change eventually effective economy improves and people are more willing to vote with their feet and look for other opportunities and more family friendly places. You right now, employers, you know, sadly and a lot of companies do you have the upper hand? Because they know that that workers are just happy toa have a job and many inmates situations, but but i do think that the more people ask and the more people prove in place proved that they can do good work, that this will change. I also think when one judges to ask if you if you can, try it on a trial basis, you know, a week, a month on dh just sort of see how the arrangement were, uh, and then know that if it doesn’t work, think about what the alternative is your job worth keeping if you can’t get that flexibility. And if you decide that it’s, not there, maybe steps you can take short of leaving in the midst of a recession, but they’re always steps you can take to help. Get your way to the exit door and start to see the light at the end of the tunnel. Absolutely. And you can also see if you could work on a contract basis to do just that. Certain projects in order to get that, get that flexibility or see if they’re things you can do well within four point. Like what? Your hours around a little bit, coming a little bit earlier, if you could leave a little bit earlier seeking handle school, pick up, you know, things like that that your boss might be more amenable. Short of working from home. Rachel, i’m a silverman is a reporter for the wall street journal and contributed to their blogged the juggle and we’re talking about the work family balance, i imagine there’s certainly gender issues this’s probably tougher for women than for men to raise at work. What do you here? Well, i think in many cases it’s tougher from men just because, you know, women are scientists, certainly changing, but women their cider you’ve seen more often as you know, the family, the family who razor and this is changing very quickly, but i know men who have tried toe work part time and have found it more, more difficult task for just because there seems to be some stigma. The men seeking alternative arrangements and a lot of companies are becoming, you know, are you are really hurting, you know their workforce toe be gender neutral and, you know, have family leave, be open to both men and women. But i think for many cases, harder for men asked for these rain for and for women. Okay, interesting, more more accepted. I was thinking about the fear among women that they might be mommy tracked and their career hindered. Yes. No, definitely. I think that that’s that’s a fear that holds back many women, but i think that employers are less surprise with a woman. You think that i do think that women certainly are are seen in some time? I think this with men is that fewer men asked for these arrangements. And so there’s less there’s less daddy tracking just because they’re fewer dads historically have asked for part time or for working from home arrangements. So when that when dad do ask, they often feel a little bit, you know, like still a little nervous. Because there aren’t that many other models for that in the work for and do you see more men asking around around a birth now for extra time off? Yes, absolutely actually meeting with friends later today, who is on paternity leave right now. Sixty paternity leave, and so definitely, i think, that, you know, it’s it’s becoming a lot more common. And companies are, you know, are really granting it a lot more often and writing into their hr policies. What about family mean, we don’t have family members so close, so much anymore. So family, the fact that kid’s air more mobile, and that that also impacts what? What were able to arrange for our personal lives? Absolutely, and that’s that’s, a big, big, big assed. You, you know, in the past. It was just much easier or not much exertion of that, but having a family being able to watch your children and you know, if your parents didn’t work here and uncle didn’t work just made finding child care a lot easier if you didn’t have teo really struggled with finding daycare, nannies, etcetera, but, you know, that’s, just not the case. So many family for so many families anymore. I mean, i just personally i live very far away from from my parents and my in laws, and, you know, they’re in opposite ends of the country, and so we just don’t have that family available to us for child care. So, you know, every it’s, always a struggle, but to find stable childcare, he were actually the myth of searching for child care right now for our children. You have your own transition coming up, right? Exactly. Tell us, won’t you share that on, by the way? Thank you. Thank you very much for being willing to share your own personal story. Oh, sure. No, i’m always i’m always happy to talk about it. My my life, you know? But yeah, so my younger son has been home. With the baby sitter and starting a day care in january. But our baby here actually has a new job, and so the next month and a half were without falik hair, who was running in a week and a half and so nowhere were scrambling toe find child care for for a few months, and we’re going to part time childcare after starting in january. And so, you know, it’s something when you don’t have a table, how car can make, uh, both your work and your life very stressful because, you know, it’s, always in the back of your mind, so less listeners think that oh, she’s, a contributor to the jungle she’s got it all figured out. Oh no, no, no that’s one of the things i did contribute to juggle because i’m trying to figure it out. Yeah, i’m always trying to figure it out and after our readers are so helpful in terms of offering their own suggestions and bits and pieces of their own lives. It’s, you know, it’s really, really strong and and warm communion of we were just talking about children moving away from their family, but i see the most recent post by you on the juggle is about the reoccupation of the empty nest kids moving back. So even so, this is not only for young families, but this could easily have implications for people in their fifties and sixties. Absolutely and that that’s interesting because you many, many people start reading the juggle because they’re they’re they’re new to the duggal bait they recently had shot, but we also have a lot of readers with older kids, college age kids, teens and, you know, they’re dealing with they’re dealing with troubles of their own, and especially with the part economy, you know, grown growing children are definitely returning back to the nest on and there’s more financial assistance going. Teo, in your post, you talk about that, so we’re not only juggling work and family, but we might be juggling money as well. Oh, yeah, i mean, money. Yeah, i underlies both the work in the family’s kruckel because you need both to make make it go smoothly. Since i’m sorry, rachel. So i just called you i’m sorry, rachel, since we are talking in good measure about young families. There’s an issue around guardianship that pertains to the book that you wrote the wall street journal complete state planning guide book when we just touched down just in the last minute and a half that we have this guardianship issue for for young families, so are you are. So one of the reasons i wrote the book is that i’m absolutely passionate about planning it, and i know it sounds funny to say passengers out of the inning, not a subject that brings i had a lot of passion, but i really do believe that every single person, especially young families, should have a will. Not only teo doesn’t property, but most importantly, to name a guardian for your young children. And choosing and guardian is so such a tough decision because nobody likes to think about their death, and it can involve awkward conversations with family members about you who you want to choose, a guardian who who you want, who you trust to take care of your children if you’re not able teo but it’s something that i encourage all of you listener’s with children, teo to think about and most appalling, tio dio you make sure that you have a will that that includes the guardianship designations and rachel’s book again is the wall street journal complete estate planning guide book, and you find that on amazon. The last survey question i asked listeners was, would you describe your office as family friendly? And two thirds said either yes or yes, very and only one third said no, andi ah, few people even big, no, unfortunately, that’s not good, but the fact that two thirds is really good and i have to say i’ve been so lucky, my employer, his has really, really been family, family, and i’m so grateful to my employer, but i’ve actually, you know, i’ve actually considered working for a company not recently, but a number of years ago that really, really wasn’t family friendly there flexibility was not at all a part of its charm policies, they didn’t allow people to work from home. They’re a maternity leave was very short and very inflexible. And, you know, i realized that wasn’t a workplace for you, rachel, we have to end there. Thank you very much. Thank you, rachel. I’m a silverman is a reporter for the wall street journal and a contributor to their blawg the juggle after this break. And 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 buy-in durney welcome back to the show we ran out of time, but there was a question on twitter for rachel about whether telecommuting woodwork on ly in large companies and i promise you i will email that question to rachel and i know she’ll be happy to answer, and i will get the her answer to the person who asked the question on twitter. So thank you very much for asking the question. We’ll get it answered for you, tony’s take to my block this week is the basics of charity registration. What is charity registration? These air the requirements in every state and the district of columbia that you register with state authorities before you solicit donations in that state, you either register or you qualify for an exemption or you don’t solicit there or you can roll the dice and take your chances on being caught. There’s a lot more in on my block at that post this week’s post the basics of charity registration on my block is that m p g a d v dot com, and that is a short tony’s take two for friday, november eleventh, the eleventh day of the eleventh month of the eleventh year i’m with now maria simple, actually maria’s with me. Maria is the prospect finder and she’s an experienced trainer and speaker on prospect research. Her book is panning for gold. Find your best donorsearch prospects now we’re talking about volunteers. Volunteers, visibility maria, welcome back. Hi, tony. Thanks for having me a pleasure to have you back. There is something new on unlinked in. Is that right? For volunteers? Yes. That’s correct. It’s actually been out in september, but i don’t think very many people know about it. And there was a recent new york times article which i think kind of has brought it to the forefront of people’s attention. And that is the topic of adding a section on your profile on lengthen that includes your volunteer experience and causes, and it can be extremely useful for aa number of purposes first and foremost for yourself as an individual and your own personal profile. We’re not talking about the profile of your organisation, but your own personal profile really can make you a very well rounded individual if you can show where you have volunteered. So presumably most of the people on this call today, actually work for a nonprofit organization, but you probably are also volunteering in other capacities as well. So why not list that? Why not list what your volunteer capacity is? Whether it’s a boardmember helping to run a gala, whatever the capacity is, you do have an opportunity now to add that to your linkedin profile, and there is enormous value in volunteering. I know some people use use volunteering to lead to a new job that’s correct and that’s actually one aspect that this article really brought to light in the new york times they were talking about people who are perhaps unemployed in in transition and are looking for a way tio augment their skills toe add back to community and it’s a way teo really boost your resume, if you will, even though you’re not getting paid for it still able tto have a tremendous amount of impact and flexibility with the project that you’re able to do, and you’re demonstrating an interest in the career you’re trying to move to bye bye. Doing it. Doing that work for for free room on a volunteer basis. Yeah, and what was interesting, too, is that they quote in this particular article that in a survey, they found that forty one percent of employers said that they considered volunteer work as important as paid work, and that twenty percent said they made a hiring decision based on volunteer work. So it’s, extremely important that you not only have it on your regular resumes, but also make sure it’s listed there on lengthen because i can guarantee you every single day. Headhunter recruiter hiring manager, hr person is taking a look at your linkedin profile that you want to make sure that you do with those opportunities very well. The article we’re talking about was in the new york times on november first called volunteering rises on the resume november first, new york times that’s eleven one actually another palindrome eleven one eleven. There you go. There you go. What was interesting to is that i was doing a late a little bit of digging around on lengthen itself. And i got back to the press release that lincoln launched on september seventh regarding this new volunteer called experience and causes feels for their profiles, and they say that they surveyed nearly two thousand professionals in the u s and they found that on lee, eighty nine, eighty nine percent of these professionals have personally had experienced volunteering, but on ly forty five percent included that experience on their resume. So there’s definitely a dichotomy there people are not necessarily all including it, yet employers are looking for it. You should be proud. You should be proud of it. Absolutely. And i think from from the non-profit standpoint, it elevates it’s, another avenue for the non-profit to get the word out about they’re just to get their name out there, right? So i would encourage every non-profit listening on this call to encourage your board members, especially your board members, to add this section to their own lincoln profiles and indicate that they are serving as a boardmember for your organization, because it’s going to again give greater visibility to your organisation and its great maria. Is this something that people who have an individual profile have to select for that volunteer section to appear? Or does it appear automatically in you’re in the template and then you just fill it in? So what? What they need to do is when you’re looking at your linkedin profile, you know how you have that first shaded box before you start getting to the summary section and all of that just underneath that shaded box that you have at the top, there is a link that you click on called ad sections, so you click on the ads, sections hyperlink then you select volunteer experience and causes, and then you click add two profile button, and then you fill out the applicability fields. Excellent. Thank you for that, that kind of detail and for the non-profits that you’re saying greater visibility, that’s because people will find the people who have your non-profit listed when they’re searching the non-profit name, right? So what’s gonna happen is right that you’re non-profit then is going to be linked to that person as well, so they’re able to then learn a little bit more about your organization simply from clicking through on that profile. And how about from a prospect research perspective now for people at the chair at a charity wanting to do research on the people who they know or would like to know? So from from a prospect researchers perspective it’s fantastic, so fine researching an individual certainly length in is one place that i go to to do my research it’s one of the tools in my toolbox, so if i can see not only their education, their work experience and so forth, if they have left, they’re where they are interested in volunteering, where they’re currently volunteering, and by the way, it’s just like a resume, i mean, you have, you know, from what year to the present date face from two thousand to present to your volunteering at x y z organization and there’s also an opportunity to list causes that you care about. So if you’re if you’re an animal welfare non-profit and you see on somebody’s linked in profile that the on ly causes they care about are perhaps education and children, then you know, you might have been a little bit more digging to do to see if there’s really going to be a connection for your organization. Another reason that individuals may want to add this, and this is goes into the non-profits encouraging individuals, teo, add this section, as you suggested boardmember sze is that if it can be used in broadening skills in showing that you’re a, you’re a person beyond just your work, but you have skills outside you work and you’re exercising those in volunteering exactly. Exactly. So, you know, i think a lot of people find that linked in is almost because it’s a business networking tool, it doesn’t really allow too much of your personal side to come through, and i think this is really an opportunity for people to allow that to come through yet in a very professional format. Yes, bring your personal side toe life in lincoln, and i know that that times article also pointed to people using volunteerism when they are when they’re not currently working, which a lot of people aren’t in the recession, but it shows that you are keeping busy and you’re keeping informed about your your marketplace, right? I think the article even goes on to say something along the lines of you’re not just sitting on the couch, right? Also all these reasons that individuals should be promoting their own volunteerism and that charities should be encouraging people who are close to the organization to do that, would you, would you include? Yeah, i mean, it doesn’t have to be a boardmember right that you’re inducing or encouraging. Teo list your organization no, not at all. I mean, i can see organizations like literacy volunteers, for example, think of the the bank of volunteers that it takes to run an organization like that. Why not make sure that those people all have your organization listed as a place where they volunteer their time? So, yes, it is extremely important to have that on there there are sites on the web to that will connect volunteers and non for not-for-profits i no one is go volunteer, which is spelled without the two e’s in the word. Volunteers just spell the word volunteer without those dot com catch a fire is another one. So there are sites that will connect non-profits with volunteers if individuals don’t currently have ah non-profit to volunteer for that’s. Correct. So there may be something right in your own backyard right in your own city where your expertise is really needed. And this gives you an opportunity to extend your expertise to the volunteers that desperately needed. And so there are definitely sites online that will match. And the non-profit request specific request for types of jobs. Shall we say that they’re looking to have by a volunteer? So, as i mentioned, catch a fire dot com is one go volunteer dot com spelled without the easing volunteer volunteermatch is another one. There’s also a rising micro volunteering and the and the times article brings this out idealware research too. You can’t just volunteer for a few minutes, apparently so i have not done something like that. But i did see that in the article as well, which i think is really very interesting is that there are some very sure, very short term beyond for terms with yeah, ten minutes is what one of them sparked is one site for micro volunteering. Maria, we have to leave it there. I want to thank you very much. You’re very welcome, tony. Thanks for having me always. My pleasure, maria simple is the prospect finder. Her book is panning for gold. Find your best donorsearch prospects. Now we have a couple of messages, and after those, i’ll be joined by joe ferraro from the westchester association of fund-raising professionals will be talking about there. Upcoming conference national philantech three days to stay with me. 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. 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. 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. Lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio. And i’m ken berger from charity navigator. Dahna welcome back. Joining me now is joe ferraro. He isa boardmember and educational programming chair of the westchester county chapter of the association of fund-raising professionals. We’re here, he’s joining me to talk about the chapter’s upcoming conference next week. National philanthropy day on wednesday, november sixteenth. Joe welcome. Thanks for being on the show. National philanthropy day. That’s, that’s. Pretty ambitious. You didn’t just pick westchester or new york state or even mid atlantic philanthropy day? No. Well, a national finds every day is, uh, national day. November fifteen is the actual day of the rial holiday, so to speak, that was established by the then national society of fund-raising executives. But now thie association of fund-raising professionals and it’d surely a national event chapters across the country to celebrate the day with various conferences and meetings, awards, ceremonies. And even in our region, we have new york city is running up is running a, uh an event. But our event in westchester is very much on educational and networking opportunity. And this is your first annual is that right? This is our first full day conference. The chapter is relatively new. We were established in april of two. Thousand ten and we’ve been running breakfast meetings, networking an educational programming since then, till now. But this is our first national or first full day conference and is a real robust program that is a fantastic educational value in the region. All right, so what, tio, what kinds of people are you expecting to come? It ranges anywhere from the boardmember or volunteer uh, on to the administrative assistant and development area, or somebody who is looking to transition into the non-profit area that is a big need that we are seeing that we’re fulfilling as a chapter, especially at our breakfast meetings. We have a lot of phone calls of people i’m looking to get into the non-profit field, i don’t know where they get started. Um, can you tell me about that? And they’re mentoring i actually had to phone calls yesterday, uh, that war of eh spinoff from a conversation with the conference, two more of a mentoring and i’m in a life transition and i’m looking to get into the non-profit field and change. I’ve been a success, i’ve downsized and now i wanna give back and figure out how i can work the non-profit arena and all those things fit into the type of people that come to our organization. We have a lot of people from charities what’s very unique about what we’ve done with our chatter is so many non-profit organizations or associations rely heavily on the for-profit sector cars, vendors and partners latto bulk up there, their membership with we’re very focused on the charity specific. I would imagine that of our attendees to this conference, about ninety five percent of them actually work for charities and not for, uh, paper or print sales organisation that we do have, we will have a robust sponsorship in exhibitor area, but, uh, the number of people are coming are definitely got their hands on fund-raising every single day, joe, when you get those calls about from people who want to make the transition into non-profits then you should refer them to today’s show because the last segment i know you heard part of it, you were on the phone waiting was about volunteering and using volunteering to move from a for-profit tio not for-profit job? Absolutely especially in that transition time. Then when i heard you were talking teo simple, who happens to be a speaker at our conference next week. Um, about not being on the couch on showing that you’re actually working when you’re not working. Nobody ever said that you had to work. That working for money is the only way that you could be working. So who are the keynote speakers that we can look forward to next wednesday? We have, ah, great program. Our keynote speakers. Uh, we have a morning keynote of john hicks from j geever talking about why ethics matters to me a lot of case stories, as you probably know, a f p is very much focused on the piece of the pie. When it come to you and joe who’s, the other keynote speaker was just have a couple of minutes left to our christian murano from con vo is talking about the next generation of american giving. It talks about how each different population, uh, based on birth date, kind of deals with media and how fund-raising approaches them on our there a couple of speakers and breakout sessions just one or two that you’d like to highlight. Sure, we have an interesting session. I’d rather stick pins in my eyes and raise money talking about how to overcome your boards here fund-raising by dennis miller. Excellent board fund-raising always topical have and anything from a lot of we have a lot of soldiers, a couple of social media items as well as integrated marketing and building a cultural plans to be about board events direct one on one conversations, there’s something for everyone. There are fifteen different breakout sessions in addition to the keynotes and there’s. Something for everyone. This’s on wednesday, november sixteenth that the edith macy conference centre in briar cliff manner in westchester county. Yeah, so how do people register? They can go to www dot a west chester dot or ge and go to our event programming tab and you can go right there. And if they need more information, they could feel free to call me as well. Can i give you that number? Yes. Go ahead. Jump at nine. For for one, nine, five, nine, four, five. We’re looking for a great day. Joe ferraro is a boardmember and educational programming chair of the westchester county chapter of the association of fund-raising professionals. My show is a media sponsor of the conference, so i will. Be there on the exhibit floor, doing interviews with speakers. Jo, thank you very much for joining you very much, it’s been a pleasure that wraps it up. I’d rather stick needles in my eye than end, but we have to or pins, but i’d rather work with needles. I prefer crush a work next week. It’s tech day first your plan jason hutchins of non-profit solutions network makes the technical simple for you to explain why small non-profits need a new plan on how to develop yours so you’re computing costs, stay within budget and then our technology contributor and the editor of non-profit technology news, scott koegler he joins me every month is going to be with me to talk about google plus pages. Google plus pages are here should you have one? And how to keep up with what’s coming up week after week, sign up for our insider email alerts on the facebook page. Did you like today’s show? If you did, please click that like button and become a fan? I know they’re not technically called fans anymore, but they are to me you’re all my fans listen, live our archive! You’ve done the live if you want, listen, archive goto itunes at non-profit radio dot net non-profit radio dot net brings you to our itunes page, where you can subscribe and listen any time on the device of your choice on twitter, you can follow me. You can also use the show’s. Hashtag non-profit radio were always live tweeting used that hashtag non-profit radio talk about the show. Our creative producer is claire meyerhoff, the line producer of tony martignetti non-profit radio and the owner of talking alternative broadcasting, his sam liebowitz. Our social media is by regina walton of organic social media. I am tony martignetti. The show is tony martignetti non-profit radio, and i hope you will be with me next friday, one to two p m eastern here at talking alternative dot com. Think think, think, think, think, think, think, think you’re listening to the talking alternate network duitz waiting to get into thinking. Good. Looking to meet mr or mrs right, but still haven’t found the one i want to make. Your current relationship at the filling is possible. Then. Please tune in on mondays at ten am for love in the morning with marnie allison 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. 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? 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That’s ivory tower radio dot com e every time i was a great place to visit for both entertainment and education listening tuesday nights nine to eleven it will make you smarter. Do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing or mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, mac, defy your brand exposure and enhance your current marketing. Their services include video production and editing, web design, graphic design, photography, social media management and now introducing mobile market. Their motto is. We do whatever it takes to make our clients happy. Contact them today. Admission. Wanna one media dot com? Talking. Hyre

Nonprofit Radio for November 4, 2011: Assess Your Asking Style

Big Nonprofit Ideas for the Other 95%

You can subscribe on iTunes and listen anytime, anyplace on the device of your choice.

My Guest:

Andrea Kihlstedt

Andrea Kihlstedt: Assess Your Asking Style

Andrea reveals what it means to be a Kindred Spirit or a Mission Controller, two of the four asking styles profiled at AskingMatters.com, which she co-founded.

  • How do you prepare for a solicitation based on your asking style?
  • How should different styles be paired together for an ask?
  • And what support do your volunteers need, based on their styles?

We’ll also talk about her book, “How to Raise $1 Million (or More!) in 10 Bite-Sized Steps.

Please take a moment to take the survey for this week’s show! Thanks!

Create your free online surveys with SurveyMonkey, the world’s leading questionnaire tool.

Top Trends. Sound Advice. Lively Conversation.

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

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

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

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

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Here is the link to the podcast: 066: A Conversation With Andrea Kihlstedt
View Full Transcript

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Dahna welcome to tony martignetti non-profit radio i’m your aptly named host. We’re always talking here about big non-profit ideas for the other ninety five percent. I sincerely hope you were with me last week for nine weeks and a wake up for essentials for your year end fund-raising that was mary allison principle of oneaccord, and she helped you out in the final stretch toward year end. We talked about segmenting and messaging, social media and other online strategies, direct mail and getting volunteers to pitch in everything that she suggested from last week could be executed quickly to get you the help you need before december thirty first and also was your mobile website, our tech contributor scott koegler, the editor of non-profit technology news. Of course, you know that broke down. Whether you need a mobile site, how to develop one and what to include to make yours spiffy and up to date this week. It’s assess your asking style. My guest is andrea kill, stead and she’s going to reveal what it means to be a rain maker or a go getter, which are two of the four asking styles profiled at asking matters dot com, which she co founded how do you prepare for a solicitation based on your asking style? How should different styles be paired together for an ask? What do you how do you support your volunteers and what do they need based on their asking styles? And we’ll also talk about one of her books how to raise one million dollars or more in ten bite-sized steps at roughly thirty two minutes after the hour on tony’s take two. I’m going to talk about the next-gen charity two thousand eleven conference my block post this week says that it will provoke your greatness. Talk about that that’s conferences on november seventeenth and eighteenth and also the results of my challenge from last week. Let’s help kelly for pete’s sake, that was a blogger post challenge. We’re live tweeting this week and we have a guest live tweeter in a dare oklahoma! Thank you very much for stepping in to lead the way on twitter, ian welcome use hashtag non-profit radio to join that conversation on twitter right now we have a couple of messages and after those, i’ll be joined by andrea kill stead we’re going to talk about assessing your asking. Style. And i hope you will stay with me. You’re listening to the talking alternative network. Dahna 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? 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Interested simply email at info at talking alternative dot com all right, welcome back to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent with me now is andrea kill stead she’s, a consultant, writer and trainer in fund-raising she’s, the co founder of asking matters dot com and has written two books on fund-raising capital campaigns strategies that work was published by jones and bartlett and is now in its third edition. Her more recent book is how to raise one million dollars or more in ten bite-sized steps published by emerson and church. I’m very pleased that andres work brings it to the show and dry welcome. Thank you, tony it’s a pleasure to be here on go have you we’re talking about asking for gift? Why does someone’s asking style even matter? There is many styles as there are individuals, and when we get into the mode of saying there’s, one way to ask for a gift, we ing for sure increased people’s anxiety and we know that anxiety doesn’t help us help us function in the best way we might. So we came up with a system at asking matters, dividing people into four simple quadrants and encouraging them to ask in the in the style that fits the best, the best asks they’re the ones that authentic that are authentic. And if you ask in an authentic way, you’re likely to connection most effectively to your donor asking style system is set up to help people do that. Is there a psychological basis to the four different types of stuff that the four different styles? Well, i’m certainly not the first person to be talking about stiles myers briggs is the one most people know there’s the disc system of styles. There are a variety of other style systems. I think i’m the first person to take a the notion of styles and apply it to asking there are different between the four quadrants there to two different sets of measures wanted to explain those intuitive etcetera yes, the asking style system is set up on two simple access. If you draw a actually see there’s the technical term actually that’s right, draw a vertical axis on a piece of paper and i invite all of you to do this and at the top. You put down extra virgin at the bottom. You put down introvert. Most of us have some. Notion of which of those we are, so mark yourself as an extroverted and introvert. Then in the middle of that line, draw a horizontal axis line of aboutthe same length and on the right hand side, put down intuitive on on the left hand side, put down analytical that most of us have some sense of which of those we are. If you’re intuitive, you tend to come up with an idea and then see if the world backs you up. You tend to have a gut level about your ideas and big thoughts. If your analytical, you tend to look at the world that the details, and you see what ideas those details amount to collectively. So if you mark yourself on the on the vertical axis and on the horizontal axis, and then you dry drop box around the whole thing, it’ll give you four boxes and lo and behold, for stiles. Okay? And what are the four styles? So in the upper left hand quadrant, where you’re an extrovert and analytic your rainmaker to the right of that where your extra vert and intuitive you’re a go getter underneath go getters? You’re a kindred spirit and to the left of kindred spirit, those are people who are analytical and introvert, those air mission controllers. All right, now i took the asking matters survey, which takes its like, takes like two or three minutes, all right, thirty questions, true false questions, verse and very short on dh. I admit that i spent too long, i think, on some of them. I tried to follow the advice on the site, which says, give your first answer, where there were a couple that i that hung me up. So i’m i found out that i am equally kindred spirit and mission controller, but i was, i was aspiring to go get her. I wanted to be a go getter, so is there. Can you can you have two and aspire to a third? You are, i think everyone should aspire to go get her, okay. So what is the what is the meaning of? I guess i’ll be a little selfish and start with myself. What’s the meaning of ah, a kindred spirit. A solicitor. What does that mean for me? Yes. You know, the kindred spirits among us are the people who think of themselves least as solicitors, but tend to be very good at it because they hang back just a minute before they respond. Which gives the donor and opportunity to talk. And most of us know in the solicitation business, our primary errors that we talked too much. So the people who are who are introverts ten believe a little more air time, very effective and very successful. Way to solicit gift. So my mother was wrong. I don’t talk too much. You know, your mother may have talked too much to her, but i do. Woodstock. Listen, i hope she’s listening. I bet you’re not even listening. You’re not even listening to me saying that i listen, you believe the irony in that? Um okay. Well, that’s cool on dh there’s. Something good there’s. Good news for everybody, right? All four quadrants? Yes. Have have things that are our styles. That people can bring and are valuable to soliciting right that’s, right? I bring up the kindred spirit in particular. Because when we see people who hold back a little more a little more reticent, we tend to think that there they may not be the the sales people among us. But i think both kindred spirits and mission controllers can be fantastic solicitors at least as good as rainmakers and go getters. Okay, she’s bucking for the road. She’s bucking for more air time. But you have the whole hour you’re on. You’re not going anywhere. Okay, so then just a little, but we have a minute or so before break what’s. Ah, mission controller, which is my other one? Yes, a mission controller. I happen to be married to a mission controller, so i know that style particularly well, but it’s, not me. A full disclosure. And jay and i are not married. I know. That’s. True that’s. True. Eso mission controllers are the people who are so responsible. They do all of their homework. They like details. They were read the budget. They’ll want to know all of the numerical information about outcomes. The one on how much it costs, they will gather every piece of information before they go in, solicit a gift, they’ll make a careful plan, they might even write some out, and they will execute it the same way every time so you can count on them. If they say they’re going to do something, they’re likely to do it when they say they’re going to do it the way they say they say they’re going to do it. Fantastic people they have on your team. This is such an ego rush. I’m dying here, okay? We’re live tweeting in a dare in oklahoma city, you better not have tweeted that andre and i are not married. That is not a critical part of the show. You should not be tweeting stuff like that. So you’re doing it wrong if you treated that, i don’t know if you did. We are monitoring here, but i just haven’t taken a look yet on before we take a break. I want to share just some survey results from the from the pre show survey that was on my block. Question one do you consider personality type when assigning relationship managers to a prospect? So not? The ask yet. But just in assigning for relationship management, two thirds said yes, they do, and one third do not. We have some messages. When we come back, andrea kill states. They was with me, and i hope you all do, too, because you didn’t think that shooting getting, thinking, you’re listening to the talking alternate network, duitz get me thinking. It’s. 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, a 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 hunters. People be better business people. 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 readings. Learn 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. Lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio. And i’m samantha cohen from the american civil liberties union. Metoo welcome back, we’re live tweeting the show, and if you want to join the conversation on twitter, use hashtag non-profit radio if you have a question that you want to submit for andrea, please please ask on twitter. You can also call where eight seven seven four aito for one two oh again eight, seven, seven, four aito for one two oh, either way, if you have a question for andrea, kill stead, we’re talking about assess your assessing your asking style and andrey, we’ve been through the two that i am the equal kindred spirit in mission controller what’s a rainmaker? Yes, a rainmaker. The people that we think of really is the quintessential sales sales people, these people tend to be competitive goal oriented. They’re the ones who are likely to take the highest, highest value prospects because they want to be sure to get to the goal they will respond to and be happy to hit, to work with and have challenged grants so that they can motivate a donor for the goal. So the people who perhaps are not the ones who were most keen on stories? No, but because they’re both extroverts and analytic, they’ll be very sensitive to the donor, the style of the person they’re talking to, while at the same time having their arms around all of the facts and the details of the case. The sound is valuable to a solicitation as the equal kindred spirit in mission control that i have any other bets. I’m sure that i’m sure the rainmakers are fine, but i don’t think they’re as good as thie combination, kindred spirit and mission controller on how about the one? I said? I aspired to the go getter? I wanted to be a go getter and i failed testing that respect? Yes, it’s not even a test of service. Really it’s an assessment assessment we came we spent a lot of time coming up with that word it’s an assessment it’s nothing more than that. It’s actually fun. It is fun and interesting and easy to take and nothing particularly deeper. Heavy but but worth worth doing, i think or so and so we hear from mother and i’ll just remind people that you’ll find that assessment at asking matters dot com that’s, right? So what does this guy know? What is the go getter? Well, i’m a go getter, we go getters are very good at big ideas. We have a lot of energy, we tend to pull people towards us with our energy and we can take big ideas and make them fairly simple. We like big ideas. We have much less tolerance for detail, and we’re not as good at closing a gift. For example, as a rainmaker would be aura’s a mission controller would be we like the possibilities, right? We like to say one of the possibilities rather than you know, how can we draw this to a close? And how can we get to the goal? So for us, helpful sometimes to pair us up with someone who’s a good closer? Excellent. We’re going talk about pairings to that, like a fine wine and a fine meal. We compare our asking styles. All right, so between the two of us, you and i have three, three covered. So if there’s anyone who knows that there are rainmaker or thinks that there are rainmaker based on what andrea the guy, the guidelines that andrew gave us earlier, why don’t you tweet and tell us that you think you’re a rainmaker and what? That what that brings the table when you are asking so let’s, talk about asking, then we have no one now if we know our style, preparing for the ask so how would different different styles prepare in different ways? Yes, so go getters, they’re going to want to prepare with simple bullet points, they’re not going to read over every annual report for the last five years. They’re not going to look at every detail of the budget they’re going to have simple goose bump inducing asking, ah points about the case and about what it is this organisation does and accomplishes probably from a big picture perspective now would they want to prepare those bullet points on their own? Or is that something that and we’re going to talk more detail later about the charity supporting its solicitors? But in terms of this, this type of person, would they want to prepare those those bullet points on their own or haven’t done for them? They’re always helped if someone can can sit with them and say, here are the bullet points i think about, but a go getter is going to be happy to talk about them, so if you’re if someone is a go getter and you can actually have a five minute conversation saying, what do you find exciting and moving about this organization? Get them to articulate it out loud that will work very well for a go getter. How about the other styles in terms of preparing for that for that important solicitation? Yes, if you’re working with a mission controller, i encourage you to send them a full package of information. Well, in advance of the time you want them to go out and ask for gifts, they will take the time to read it and take the time to master the material. They’re not going to want to go out from one minute to the next you want don’t want to ask him to mark today to go out tomorrow, you’re going to want to give them enough time to really prepare thoroughly it’s in their nature, to want to do that kindred spirits i would spend asked him to spend some time with you on sight, seeing the people you serve. These were people whose hearts are touched by watching the work in the field on they’ll learn from from watching. That’s, right? And they all convey that is exactly right. They too, are not particularly interested in huge amounts of information or detail. They’re interested in the stories that make their hearts warm and the last one we don’t talk about rainmaker. The rainmaker is the rainmakers combine these things they’re good at being charismatic in the same way go getters are, but they’re going to want to master the materials in the same way mission controllers do so give them time, give them information, make sure it’s all organized and systematized so they don’t get frustrated. One of the other survey questions i asked before the show was do you consider personality type when deciding who should ask for a gift? And almost ninety two percent said yes, they definitely do, and then the remainder no, so yes, and let me just say something that i think i think we underestimate the capacity of people who are not the obvious askar sze that’s, one of the neat things about this asking style assessment and and being able to look at each style from what they can do and what we work for them rather than saying some people can do this and some people can’t think that’s a mistake, we we underuse people that way, and we might also base that conclusion on what people say themselves. Oh, i can’t i can’t ask now, that’s different than i don’t want to ask. Yes, absolutely, absolutely. And i mean my own belief is that pretty much anybody can ask and ten can do a good job if you work with them in a way that will support them. So the value of the site is send them and buy them. I guess we’re talking about professional solicitors, right? Professional fund-raising as well as, of course, here’s boardmember staff members, development committee members, anyone who’s thinking about getting involved or being part of your development shop can and should take the assessment. In fact, you can a very interesting conversations with people comparing and contrasting asking styles, and that then gets them talking about asking, you know, it’s, an effective conversation have and fun and fun becomes going around a board room, board table or it doesn’t have to be only the board that’s that’s helping other majors, major donors may be soliciting as well. You know, i found that that there are a number of boardmember boards that have had all the board members take the aston style assessment, and then they have analyzed the board according to asking style, how many do we have? Mission controllers? How many do we have kindred spirits and then had a lively conversation to say, well, what does this do to shape our board and how it functions? Turns out to be pretty rich material and the other party to the solicitation that we haven’t talked about yet is the donor the donor prospect themselves? How would we ah, how would we assess should we figure it out on their on our own? Should we send them to the to the assessment? What do you what’s your life there? Yes, well, it’s always handy if you do know a donor style, of course, and the field we’ve talked some about trying to adapt our style to fit a donor style. I believe that mostly when we’re anxious which most of us are one we solicit, gifts were not very good at being adaptable and mostly we don’t know the donorsearch style, so i think we’re better off starting from a style in which were most comfortable and understanding very simple. This very simple style quadrant system helps us become a little more attuned to how the donor’s responding. So for example, if i’m a go getter and i’m giving big ideas and i see the donorsearch art to ask questions about details, it might dawn on me that he’s a different style than i am, and i might want to provide him with a different kind of information. Do you like to see people take time to try to figure out which style the donor is in advance, or is that really hard to figure out about about someone else? And, you know, there certainly are some donors that we know quite well, and then we could do some kind of an assessment to relating to that if we don’t know a donor well, it’s a pig in a poke, so we might as well go in with our style and have some try to have tried to have some awareness that there are people are donors who who respond differently. Andrea kill state is with me and she’s, the co founder of asking matters dot com we’re talking about assessing your asking style, how about supporting volunteers of the different types? So if someone is the the one that’s not represented between the two of us eyes a rainmaker, how would you? How would the charity support the rain making the rainmaker volunteer before solicitation? Yes, it’s a wonderful question i charity would support a rainmaker by me being sure they had all of the information to review beforehand and well in advance before hand that they know very clearly what the goal is and not only the goal, but even a stretch goal, the rainmakers, they’re going to want to be competitive and they’re going to want to go get to the goal exceeded and even blast through it. So you want to give them something that helps them understand what happens if we go over the goal? Where will that money go? How will we use it? You might want to encourage them to consider making their own gift into a challenge for the people that they’re talking to. Oh, interesting, okay, they’re going to respond to that and rainmakers also like to work in a team. Sometimes an organization in their annual fund, for example, can create teams and have a rainmaker lead a team of two or three solicitors have a little mini competition going between teams. Rainmakers are going to rise to that. Excellent. They love that challenge, you know. Okay, how about your style? The go getter? How would a charity help prepare that person? Yes, i talked to a go getter in advance. Find out what lights that go, get her up and help them talk about it and articulated to other people. If they start practicing their own words, they’ll be set to go. I would not give those people six or eight or even five prospects at a time because they’re not as good organizing, organizing their information as others are, give them one or two, they’ll do it when the mood strikes them and then give them a couple more. So pierre so dull prospects out a little more careful, like the year go getters. One of the survey questions i ask before the show is who is responsible for supporting your volunteer solicitors, which is what we’re talking about now supporting the different asking styles and sort of a mixed bag of about fifty percent said no one person has the responsibility? Actually, that was, um so there’s about sixty percent. Um, and then about twenty five percent said that the only fundraiser in the shop is responsible for that. And another group about the same because people could pick more than one select one choice said i’d better listen to the show because we don’t use volunteers solicitors that was about twenty five percent. You could have a whole show on that. We have, we have witnesses that they should be listened t should listen to the last show. So when we months ago, we talked about firing up your board fund-raising with gail perry who you? Yes, and that goes back some time. But wait, we have covered that so so that the volunteers let me just say that, that that of course, they asked the styles applies equally to two staff, as it does to volunteers on, and i think it’s, i’ve i’ve seen development offices that have had very good and lively, effective conversations, having staff members take the asthma style assessment and talking about how they would then support one another or what kinds of information they needed to be effective solicitors. So this while i think it’s a great thing to use with volunteers. I encourage hill development chops to use it is yeah, yeah, the professionals, of course, yes. Do you have a story that in your own experience as where you really felt that knowing that you’re a go getter helped you in doesn’t have to necessarily be a solicitation, but helped you in some situation? Yes, in a number of ways, as a go getter, i always like to get someone who will support me and the things that i don’t do so well, so i know that i love thinking outside the box. I know that i that i don’t like to be like to tie things down, so if i can have someone come with me and actually tie down and ask, sort of kick me under the table and i’m still blue skying about all the exciting things weaken d’oh, it’s very helpful then, then i just can’t take that. Q. I think i can quiet down a little and have someone else take and bring the gift home very, very effective for me. I ran for many years a concert siri’s and raised all of the money for it actually tickets were free and because it was easier for me to raise money than it was to sell tickets, and when i found was that i couldn’t, i could get people excited about this concert siri’s very easily was harder for me to actually tied down a dollar amount, so i did get some other people to help me with that who were of cover and restart time and complimentary stoploss exactly we’re gonna have some time to talk about those pairings. Those fine pairing let’s see, before we take a break, i’d like to see what the kindred spirit and the mission controller would would. How charity would support those those two styles for for a solicitation, yes, so kindred spirit, you know, one of the ways to support a volunteer or a staff member is to pair them with is to give them prospects that are going to work best for them. Kindred spirits tend to be a little on the shy side. You’re talking about me now because i’m talking about you. They’re fantastically heartfelt people, but it’s a little harder for them to have people say no to them. Oh, that’s definitely rejections the rejections a little tougher than it is for me for example, someone says no to me, i’m just off on the next big idea can’t stand for any spirits. Having someone say no is hard, so my advice about kindred spirits is give them prospects who were going to say yes, actually quite simple to do that right? Don’t send them to the people who are going to say no, why put them in that position? You don’t have to send people out everyone out on our art gall send to go getter, send a rainmaker out on a heart out on a hard call don’t send the kindred spirit, and if they know they’re going to be going to talk to someone who is likely to say yes, it’s going to make them much happier to do it. So you get a whole group of people who were going to be willing this illicit gifts for you because who doesn’t like success? I just even had the most recent experience of that. Five minutes before the show, i went to the bakery that’s a few doors away, and i asked for whether there was still banana bread and she said no, you felt that i took it personal, they were out of them. They were out of the banana bread. I mean, that’s that’s in a president affront to me. Right? So find out what they have before. You can look in the case first, and then i’ll ask that just to get a yes so shallow just to get the yes, i’ll ask now, theo oh, shallow no, i’ve never been secret about that. I’m definitely shallow, shallow. I just made the little shine. Okay, i met shallow have always been shelling do not tweet that tony is shallow. You dare i’ll shut! I’ll shut you off in oklahoma city if you tweet that, put that ok before, but i was just in a minute before break and we didn’t talk about preparing the mission controller. The mission for soliciting. Yes, information, information information well in advance. Let me know exactly what you’re going to want from them and tell them exactly what they need to master. If they’re going to do a good job, then you can send them to almost anybody. But you might want to think to pair them with someone who’s a little more. Sparky. Right, much as i love mission controllers, and as i said, i’m married to one. They can be a little boring, so you have to be careful, right that you provide a little bit of spark, either by helping them find the language that will add a little sparkle, or by pairing them with someone else who will. I may be the aptly named host of this show, but i’m also shy and boring and on by self admission, shallow. So you’re listening to a shallow charlie boring. No don’t know thiss around. No, no, no it’s, not terrible at all. It’s fun, but what the pairing is important. It sze, great introspection. We’re going to take a break, a few messages, and when we return, it’s, time for tony’s, take too shallow onboarding on dh. Then, of course, andreas stays with me for the rest of the hour, and i hope you do, too. You’re listening to the talking alternative network. Kayman 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 buy-in, 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 now for tony’s, take two at roughly thirty two minutes after the hour. My block post this week is next-gen charity will provoke your greatness. I would love to see you come to the next-gen charity conference, which is on november seventeenth and eighteenth here in new york city two weeks ago, i had the conference co founder jonah helper on this show that was the october twenty first show they are bringing in speakers the likes of craig newmark, the founder of craigslist, sharing his insights for for non-profits my show is a media sponsor, that means i’ll be backstage interviewing speakers as they as they come off stage for later replay on the show. But if you want to go to the conference and see all the speakers because i won’t be able to interview them all, you can save three hundred dollars off the six hundred fifty dollars registration fee using discount code tony radio you can see out on my block at m p g a d v dot com or you can go to next-gen charity dot com and use that discount code tony radio to save three hundred dollars, and i want to send a shout and the thanks. Last week’s block post was let’s help kelly for pete’s sake. A solo fundraiser named kelly asked a question in a linked in group and it was a very good question. Very simple question, but none of the forty five thousand members of that group had an answer. And it would be indiscreet of me to say the name of the group maja link. So it was a very common question. She asked the small. She came from a small shop and she asked, basically, how should i spend my time? And none of the forty five thousand people in motion link had an answer for her, so i blogged about it and about a dozen people little more than a dozen people stepped up and i want to thank you very much for doing that. The post is called let’s help kelly for pete’s sake. You can see the dozen people who commented and there’s also a very heartfelt and thoughtful thanks from kelly thanking everybody for their suggestions. And i thank you also for stepping up and helping kelly and the tens of thousands of small shop fundraisers just like her, that is tony’s. Take two for friday, november fourth. And we’re continuing, of course, to talk about assessing your asking style with andrea kill stead, the cofounder of asking matters. Dot com andrea. Okay, so now i was joking a little about, you know, being boring and shy. And then i added shallow, but but these are not just in case anybody doesn’t get my sense of humor. These air not negative lessons that were supposed to be taking from from what are asking style is is that right, andrea? I’m giving you a chance. Andrea. Thank you. Recover. Yes, i recover. I was i was saying to tony during during the break that i that i really think that the power of the asking stiles is that it puts in a very positive way how each of these four styles can be effective and are effective. So so i think, it’s important that we understand that that mission controllers are fantastic because there’s so responsible they really gather the information. They have it for people. They share it with donors there. They fantastic, for example, for foundation or corporate donors that want all of the detailed information. And material right? You can’t get better solicitors than that kindred spirits because they’re so heartfelt because they really care about what they’re asking for, and if they do it authentically take you know you don’t get better solicitors than that either each of these styles has something powerful to offer, and i just want to make sure that that your humor doesn’t let doesn’t make people think that any of the styles has something wrong with him. The whole purpose of this is to say, we have a much broader group of people who can effectively solicit gif ts and if we engage them in doing that, if we get out the door more, if we get out and ask more, we will yes raise more money. That’s where the rubber meets the road is our our ability or inability to get out and asked people fit for gift face-to-face and the asking style system is just a system to help us do more of that. You know, i feel very strongly my co founder and asking matters, brian saber and i both feel very strongly that that’s the limiter for most of us and most organizations and s in raising money that we don’t get ourselves out the door and asking if you’ve done any capital campaign work ever, you know that that’s why capital campaigns raise much more money because they get people out the door to ask, so look at the askanase thou assessment from that perspective, it’s a motivator to help people understand the way the toe ask that will suit them best, and to help staff members look at people in that light and get them to get out their support them properly. And it’s fun and it’s fun. It’s just a couple minutes i said, i did it myself. Of course it is fun. How about in pairings? We’ve mentioned that we’ve we’ve touched on this, but we haven’t actually talked about pairing solicitors based on their asking. Stiles what? What are the combinations that work well or don’t work well, yes, yes. So if you look at the little box that you might have drawn at your desk earlier, as i was describing the two axes, the pairing works best diagonally. So if you combine a go getter and mission controller, for example, then you have all four quadrants covered all four. All for access points covered. If you pair a rainmaker and a kindred spirit, you have all four access points covered. Now i should say that that that it is my belief that the people people work together most easily in in quadrants that air next to one another. They tend to get married for took in quadrants that air diagonally across from one another. And and i think actually it tends to sometimes you can even pair a pair a donor and someone who is who is diagonally opposed to them, because one will sparked the other. So, for example, a go getter will light may light up a mission controller as long as you have someone to bring the additional material. And the other padron works that way as well. You have a whole revenue stream here. Matchmaking, matchmaking t this should be turned into a metric. We have a show on kruckel turn of about matchmaking we should be so you said you married people tend to marry diagonally. Agonal? Yes, yes, but but but they tend to work most easily when they’re when they’re in the jason and adjacent quadrants. My belief is that the more you talk about the different styles and the more you come to appreciate and understand the styles of your co workers or yours spouse or your partner, the easier it is for us to get together and appreciate the qualities of the contrary. Styles raise more money. Find your life partner that’s what i’m asking that’s, right? Yes, i have a whole another career ahead of me. And you said that people work work well together when they’re paired next to sit next to you. Is that risk? That’s? Right? That’s, right. Working meeting in the office? Yes. People who are intuitive, for example, tend to find it easier to deal with one another. Then they do with someone who’s always act, asking them for the facts, the facts, the facts just the fax, ma’am, right? Those of us who are intuitive tend to get frustrated with that. Those people who are fact space tend to get frustrated with those of us who are good at generating ideas. So if we can again raise that up, raise that conflict up, sort of begin to understand that both are important and that we both bring something valuable to the table. We’ll be able to get along a little more better a little more better. We’ll be able get along a little better. So does this then have implications for the prospect assignment process in deciding not not was goingto prepare first of station but who’s going to be the primary relationship manager for a proper yes, yes, i think it actually does. I think once you get to know a prospect fairly well, it makes some sense to assign someone of us of a similar style to make sure that that prospect gets the information they need in the way in which they take it in most easily. So i think i think yes, as we get to know our prospects, we should have something that indicates in their file what we think they’re style is in fact, i’ve often thought that some of the donor software, if i get if i get sophisticated enough about this business would be nice is some of the donor software programs provided an opportunity to put asking styles and donor styles in that in that material? We don’t have it yet, but it would be a good thing to do. Is it possible, teo? Figure out for someone like me who has to style that came out equally whether one is dominant over the other or no. Yes, i’m glad you raised that when someone takes the asking style assessment online, some people get back a primary and a secondary style some people get back. Equivalence is what happens behind the scenes for that assessment is that we get four numerical scores and the results are based on the numerical scores, so sometimes people come out equal in two scores, as you have mostly we come out with a primary score in a secondary score, and in fact, all of us have a little of each of those styles in us, right? Very few of us or one or the other, though occasionally some of us are are stronger, you know, and have more flip, more fluid ity than than others do. I think on thee asking matters website, you can actually see there were see the write ups of all four styles and somebody could even come to the website and just play with putting different answers in and see what? See what comes up. You could try to be a rain maker. If you want to be a go getter, tony, you can actually plug in all the answers that you think would lead you there and you’ll probably get a go getter. Go get her profile back. Okay? And i answered honestly, the first that’s, right? And i encourage people to do that. But people could also play with it a little something with that, um, and let’s talk about making the case for giving or, you know, yes. Whether i mean, charities typically have a case statement or something, but but in terms of how different style person is goingto make the case to that prospect, how does that very yes. You see, i found that very interesting, really. In organizations, we tend to want to make a case or have an elevator pitch. My belief is that when out of different styles, we think about it differently, we do it differently. We communicate differently. So i think it works wonderfully, actually, to have everybody in a group take, they ask, is that assessment? And then do is cem exercise is getting people to say, well, how would you make how what would your elevator speech sound like? Right in? A room have the mission controllers come up with their elevator speech? Have the rainmakers come up with their elevator speech? They’re going to do it quite differently, right? Mission controller is going to start with details and with outcomes the go getters going to start with, you know, if we do, if we work on this problem, we will change the world in that way, right? Where mission control is not going to think that way. They’re going to think from a detail up to a big picture the people who are into it, if we’re going to think from a big picture down to the detail. So i think these air one it’s wonderful opportunities for exercises to help people come up with thie elevator speech, the case for your organization that comes out of someone most naturally, most comfortably, that sets them up for going and talking to a donor in a way that’s going to feel right to them that leads me to think about then, finally, on this subject, the pairing of solicitors should they repaired in good work teams so that they’re in the quadrants that are next to each other? Is that yes. I would probably pair solicitors diagonally, and in doing that, my one, my one worry always about having two or more people. So is it a gift is that we tend to work on what we’re going to say, so we tend to take all of the air time. If you have two people soliciting a gift, i encourage you to send two people by all means pear diagonally if you can, across the asking styles. But be sure that you leave enough opportunity for questions to get the donor talking, rather than just having the solicitor phil all the time. We have some messages to share with you, and then after that break, andre will stay with me, and we’re gonna have a chance to talk about her most recent book, which is how to raise one million dollars or more in ten bite-sized steps. And i hope you’ll stay with us talking alternative radio twenty four hours a day. Hi, i’m carol ward from the body mind wellness program. 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Durney welcome back, andrea, kill stead and i are talking about assessing your asking style, and i want to make it clear that in order to do that, to assess your asking style, you go to asking matters dot com and it’s it’s all free and available to everyone as a resource to figure out what style you are. We’ll have a chance now to talk about andrea’s second book um, how to raise one million dollars or more in ten bite-sized steps now, this is a smaller version, a condensed version of your first book, right? Yes, or at least it’s, a story’s based version, if you if you will. I was a capital campaign consultant for a great many years and wrote a fairly good sized book on capital campaign fund-raising this is a a ten chapter little chapter book that tells stories about campaigns that that makes clear some of the primary lessons that we need to know if we’re going to raise major gift money. And is your message in using stories that charity that charities should be telling stories themselves in their fund-raising, you know, charity certainly should be telling stories themselves, but if they wanted to have a book like this to give to their board, for example, they’re doing some major fund-raising and want every boardmember teo teo, learn a little more about how to raise money through major gif ts this would be the kind of kind of book you could. You could do that with it’s, a quick read it’s, about forty five fifty minute reed it’s engaging because it tells tales, interesting stories about real people who raised really money and, you know, had various interesting things happen to them through campaigns, but do you like to see charities using their own story? I did, and they’re fund-raising absolutely, yes. I like to see people using stories all over the place we all know there much more interesting than mohr, dry factual information, graphs and charts. A good story has delicate mission controllers like grass and charts, i have to say, but but they like stories, too. Early on in the book you you recommend you actually say it’s pretty important to approach different people in different ways regarding the exact same funding opportunities. How do we do that? Yes, i think that’s a chapter on goose bumps if i the idea really is that we wanted twice in one show, you said the word goose princessa combination ation. I’ve never i’ve been doing this for a year and a half. I don’t think we’ve ever used with everest twice in one show it now it’s overdone. Now, it’s, i won’t mention it again, but but i have to say, if you do have a visceral response, something moves you, then you’re more much more likely to respond to it generously. Now how we’re going to figure out how somebody is going to respond. How sorry, how different people are going to respond to the exact same funding. Yes, there’s a very simple answer to that, and that has asked them. You know what? We’ll find nothing like asking people what in their life overlaps with what you’re doing. Why might they be interested in in the cause of your organization? Does something in their history to something in their current interest, this does something connect with him and you’ll find many, many people have different ways of thinking about her looking at things. So, for example, the story that i use in the in the book is a story of a science center. Yeah, the lancaster, pennsylvania, and the person who founded the center had had some personal experience with dyslexia, and he’d like to hands on on learning because that’s, the way he learned best when he talked to the person who was in the foundation who was controlled sameh germany in the foundation, that person couldn’t care less about dyslexia. That person was interested in bringing tourists to lancaster, pennsylvania. He had a serious interest in doing that. So when when when the founder, jim, started talking about tourism and about how many people would come in the door and what would happen to the downtown if they had an organization like that and down down all of a sudden he found a different kind of response. So of course we need to understand the breadth of responses that we can get for our projects, not just the ones that happened to appeal to. Us. Sometimes we forget how broadly something can can have. Tentacles can have reach your your advice is different than ah, a variation of yeah, of other advice that guests have given, which is you’re saying toe ask the person what? What in your life overlaps with our work. And what i’ve heard in the past is asking, what about our work moves you those are different. Yes, they are different, i think exploring the overlap between the person’s life outside the charity that sir and the charities that’s, right? See, i think my belief is that we spend much too much time talking about our charity and much too little time exploring what turns on a donor, whether it’s, a foundation donor and individual. So i think we need to shift the balance of that right. Instead of spending seventy percent of the time talking telling about us, i think we need to spend at least sixty percent of the time asking about them and there’s that listening and there’s. That listening listener, yes. And listening is tremendously powerful. I recently was talking to someone who solicits gif ts for hot for a hospital. She said, you know, i have a problem with doctors? I have thirty minutes to go in solicited doctor and i spend thirty minutes talking to the doctor and i don’t have really have time to get to get to my pitch. My advice to her was don’t make your pitch spend spend the first fifteen minutes asking the doctor what he’s interested in, and you know what? He’ll end up giving you sixty minutes instead of thirty minutes because you’re interested in him. So let’s begin with a serious interest, a curiosity about our donors, then we can turn translate that into where, where the intersections are in interests between them and our organization, and that is actually very consistent with advice that other guests have given listening, giving, giving time for the donor to speak and for us to be actively listening to right what they’re saying, i think curiosity really is what is what makes us all good at this business? Okay, excellent, which actually leads to something that i saw lana twitter fundchat last month you and i were both on ah a twitter twitter chat called fundchat and you can follow it using hashtag fundchat and someone posted that in preparing for on and ask if they want to put on their game face and you suggested no. Rather why don’t you wear that? You prefer that you prefer to be vulnerable and be curious about the prospect? Yes, well, i find i find that that if someone is genuinely curious about me, i am much more available to them. And i imagine you would find the same thing that if someone really wants to know who you are, what interests you, how we might connect, they’re likely then they start moving towards you as opposed to giving them a wall. What i think of is a wall of words if i tell them about me and make them find the intersection, they’re much less likely to really to really listen and be willing to be vulnerable. That’s, right? And for anyone who’s interested invulnerability? Check out brain a browns ted talk b r e n e brown. She has a fantastic she’s, a researcher on vulnerability. Fantastic ted talk, andrea kill state is a consultant, writer and trainer and fund-raising the cofounder of asking matters dot com, where you can take the assessment and figure out what you’re asking. Style is, and she has written two books on fund-raising andrea, thank you very much for being a guest. Thank you, tony it’s a pleasure to be with you today. Thank you, it’s my pleasure as well. Next week, rachel emma silverman, reporter for the wall street journal and she writes for the journal’s, blogged the juggle, how can you balance work and life in today’s environment? I’m going to talk about that with rachel emma silverman next week with the two of those things work and personal life competing for your time. Also, maria semple are regular prospect research contributor she going to talk about a new linked in feature next week? The volunteer section it has research potential and gives you greater exposure on the on that popular site, and they also have joe ferraro. Next week, the association of fund-raising professionals, westchester county chapter in new york he’s going to talk about their national philanthropy day coming up, keep up with what’s coming up! 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