Tag Archives: Tony Martignetti Nonprofit Radio

NextGen:Charity 2011 Will Provoke Your Greatness

It’s the coolest, smartest, most efficient conference in nonprofit fundraising and management.

You’ll get inspired by the likes of Craig Newmark (you’ve heard of Craigslist and, his newest, CraigConnects?); Peter Diamandis (X Prize Foundation); Dave Levin (KIPP Foundation); and Abby Falik (Global Citizen Year) as they and a dozen other innovators move you and challenge you.

You don’t have to choose who to be inspired by. You sit in the theater at TriBeCa Performing Arts Center in New York City as the speakers come across the stage to share their twelve to eighteen minute stories and provoke your greatness.

The conference is November 17 and 18. The first day is what I described. Day two is the UnConference. I interviewed NextGen co-founder Jonah Halper on my show. At the bottom of this blog post is a link to that interview.

Because you read my blog, you can get $300 off the $650 registration fee. Here is a link to use the discount code for my show: “TonyRadio.”

My radio show is a media sponsor of the conference. I’ll be backstage interviewing the speakers, so you probably won’t see me.

But you’ll want to be there.

Nonprofit Radio for October 28, 2011: Nine Weeks & A Wake Up: 4 Essentials For Year-End Fundraising & Your Mobile Website

Big Nonprofit Ideas for the Other 95%

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

My Guests:

Mary Allison
Mary Allison: Nine Weeks & A Wake Up: 4 Essentials For Year-End Fundraising

Mary Allison, principal with One Accord, helps you out in the final stretch toward year end. We’ll talk about segmenting and messaging; social media and other online strategies; direct mail; and getting volunteers to pitch in. Her ideas can be executed quickly to get you the help you need before December 31.

 

Scott Koegler
Scott Koegler: Your Mobile Website

Our tech contributor, Scott Koegler, the editor of Nonprofit Technology News, breaks down whether you need a mobile site; how to develop one; and what to include to make yours spiffy and sophisticated.

 

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 a link to the podcast: 065: Nine Weeks & A Wake Up: 4 Essentials For Year-End Fundraising & Your Mobile Website
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Welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host last week, and i hope you were with me. It was so you want to be a consultant. Hank goldstein, author of so you want to be a consultant and a partner at the orem group, offered insight into the ups and downs the ins and outs of consulting to non-profits when should you start thinking about consulting? What personality type does it take? And how much should you charge? Also, last week next-gen charity two thousand eleven conference co founder jonah helper was with me to talk about this year’s conference on november seventeenth and eighteenth in new york city on a reminder that my show is a media sponsor of next-gen charity will be there doing interviews of speakers in mid november this week. Nine weeks and a wake up four essentials for year end fund-raising mary allison, principal with oneaccord helps you out in the final stretch toward year end, she and i will talk about segmenting and messaging, social media and other online strategies, direct mail and getting volunteers to pitch in all her ideas could be executed quickly to get you the help you need before december thirty first and our regular tech contributor, scott koegler, will be with me. The editor of non-profit technology news. He and i are going to talk about your mobile website. Do you need one? Should you have one? How do you develop one? And what should you include to make yours spiffy and sophisticated between the guests? Tony’s take to my block post this week. Let’s help kelly for pete’s sake. I’m using my blogged this week to answer a common question. Asked by small shop fundraisers, we’re live tweeting the show this week. Use hashtag non-profit radio to join the conversation with us on twitter. Right now, we take a break, and after the break, i’ll be joined by mary allison nine weeks and wake up four essentials for year end fund-raising 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 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 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, are you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Welcome back to the show. I’m joined now by mary allison. Mary is a partner with oneaccord she has over twenty five years of senior executive leadership and organizational development experience in the non profit and corporate sectors she’s with us from washington state, and i’m very pleased that her expertise on year end fund-raising brings her to the show. Mary allison, welcome pleasure to have you thank you for joining us from washington state. You bad? Glad to be here. So mary want to think about things that people can do in the next nine weeks and a day before december thirty first, but even though there is a short time left, they still shouldn’t be putting out the same message to everybody. Is that right? Natural that’s, right? Absolutely. You need to tailor a plan of engagement for each of your segments that you’re that you’re talking with and what what are those different segments? How should you look at your constituents? Well, it’s important to know that one size does not fit all. So when you’re talking about your segments, you’re looking really to engage the prospects for the first time givers, those given events, those that are major donors and so on. Each each non-profit has its own database, and they need to be really looking intentionally with who’s in there and how to reach those people at this year in time, because we know that the dear friend letters just don’t do well, that’s, exactly right there, really? Five key to success in the urine strategy. Each of your segment seemed to taylor. You’re looking your materials. Taylor. Your message, taylor. The invitation to give and absolutely taylor the follow-up. You know you need to be thinking about how your donor as well as need be thinking about tailoring the timing, be conscious of the calendar and be intentional with your activity as it relates to that calendar. All right, let’s, look at the different segments in this first we’re going to looking at four essentials, you’re just naming five things that go along with the segmenting and the messaging to those segments, but so just not to confuse people were going to be talking about four essentials. Excuse me overall for your end fund-raising the prospects you mentioned first prospects what? Uh, let’s see? Well, let’s, identify that for people. What do you mean by prospects? First? Those air people that have some interests or alignment with your mission is often that you’ve perhaps purchase a list from a list provider and that you know that they have some affinity to the work that you want to do, and you want to invite them to get to know you better and those for those folks. You want to have a really well prepared case of why baizman teo engage with your organization? Why it makes sense in their life. So it’s really a get to know you and in a welcoming inn and would you approach them with this message? Bye u s mail or e mail? Or or how? Yeah, that’s a great question, tony, in this day and age there’s so many ways to connect every constituency are as using all of the ways of social media and snail mail in different ways, and you’ve really got to be aware of how people want to engage. And right now, many of your long time of donors are givers have been really been using male in the lodge launch fashion, but the female is also really becoming very, very important for our younger givers, and we need to be able teo, meet them where they are and invite them in. But so what are we going to do with this? This pool of prospects as we go down the spectrum from prospects and first time givers and event givers, etcetera, but for the prospects, how do we know how they want to be engaged? They’re just prospects. Well, that’s, your list providers could help you with that knowing where these folks are wanting to be met and there’s also, you know, multiple studies out there right now, you’ve really got to be hitting your creating your public awareness on the motor on many, many levels right now, you’ve really got to the had the capacity to show up where where your donors are are also been engaging, and that means being on the email means being in social media, having a facebook page utilizing your length in it is a lot of work, but it really has to happen because that’s, where we’re all using multiple channels to do our research tto learn about organizations in to determine if we want to engage, all right, and we know that your print and your online should be consistent. We’re going to talk about that shortly when we after we talked about the different segments of constituents, but you mentioned that for approaching prospects need to have your case. Does that mean you have to have ah, four color printed piece that lines that outlines? Why someone who’s a prospect should become a donor? Well, you absolutely have to have meaning. You need to be able to relate to tell. Tell your story in a way, and depending on the organization again, you need to tailor that message as it makes. Sense to who your organization is now, their organizations out there that are very large not-for-profits that absolutely conduce very big and showy pieces, but there are so many other small not-for-profits doing great work where a big showpiece does not make sense to their mission or to their budget still need to do an intentional piece that speaks from the heart, and that really showcases the investment. The return on the investment that donor will make to the mission of that organization and that could be a single letter was just a wonderful picture of either the population that you’re serving or whatever your mission is, but it needs to be warm and inviting and appropriate, and we always want to keep in mind that the audience for for this show is small and midsize non-profit so i appreciate the advice for what small shops khun do and how just a heartfelt message can be very, very meaningful does this doesn’t have to be a four color, you know, blow out brochure, absolutely, and infirmity not-for-profits their donors would be questioning why, where they would have such a showy piece if they are really working from a mission based. Very small financial base. They’re going. They’re going to want to see that. That there, that the enough for-profit are using those dollars appropriately, making sense in trimming costs, wherever they can marry. We’re going to take a break, and when, when we returned, you and i will keep talking about these different prospect pools, our constituent pools, i should say, different constituent pools and the messages to each one, and then we’ll carry on, talk about other ideas for nine weeks and wake up four essentials for year end. Fund-raising i know mary will stay with me, and i hope you will, too e-giving intending to do getting ding, ding, ding, ding, you’re listening to the talking alternate network, you e-giving xero you could are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress 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. 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. Dahna welcome back, it’s nine weeks and wake up until december thirty first. So my guest, mary allison and i are talking about four essentials for your year end fund-raising mary let’s, talk a little more about some of these different constituent cools. You mentioned the first time donors, people who have given just once what what should your year end message be to that group? Well, you know, tony, to any of these groups, there needs to be a strong message of appreciation, so you need to make sure that through any correspondence that you have that you recognize that these donors have some interest in your organization, you appreciate that interest for all those that have already given your first time givers, your event givers, your major donors make sure you have an important message embedded in the in the appeal that lets them know how much you appreciate what they’ve done for you in the past and what’s your goal for those first time donors that the one time donors, well, you’re really looking for them to either step up the amount that they’ve given in the past or to really consider becoming a more annual giver, perhaps. You could set up a re occurring opportunity where they make a commitment to provide twenty five dollars a month every month of the year their opportunities like that, what you’re looking for, those donors to really have ah, an ongoing relationship with you that shows up ideally monthly and at least at least more than once a year and let’s say now for these one time donors that you do have an email address because hopefully you’ve you’ve acquired that when when they made their first gift, so should you approach them by email and also by u s mail, you know, for those that have the capacity to ask their donors how they would like to be met. That’s the best way to go ask them what how they would most like to hear from you that and if you don’t have that opportunity or they don’t engage in that way, you need to really be aware of what your mailing both snail mail, if you will and email and then track and see how the how the a donor responds to you, they’ll give you their own tips by their having a check show up in the mail by getting online and perhaps uh, uh, putting making a donation online or perhaps even calling in and and offering up a credit card number there. But you really need to look at those hands that they’re giving you and then come back in the make a conscious decision on how you want to proceed with engagement. How about the people who already our monthly donors, what should your message be to them that they’re already giving very regularly? Yes. And in this day and age, what, you really want to do it again? Offer them the case for support. Let them know how, how meaningful their donut donations have been and how that helped the mission and the work that’s being done and asked him if they can perhaps make it a little bit more this year. Are this time around? If they gave twenty five dollars a month last year, maybe they could step up to fifty dollars, this year. But you need to ask them and let them know again how meaningful those donations are to the important work of the mission. All right. And i suppose the people who are your occasional donors, i guess. You want to make them or try to get them to be regular donors. That’s. Exactly. Right. Hopefully that you could move them to that monthly donor group. And then the last one, major donors, people who are already giving. You know, however, your organization defines major for small and midsize shops that maybe five hundred dollars a year over a thousand dollars a year. If people are already giving at that level, what should your year end message be? Well, again, you need thio show your appreciation for them. Let them know that their investment when your organization has been some great great work. And again, you just you did you have to ask it’s taken to step it up a little bit more and so that you could do even more important work and what’s important there, though, tony, is that you need to have that relationship with that major donor all year. So you really need to be able teo offer them the relationship if you will recapture it for them. Let them know how you how you’ve appreciated them throughout the year and ask them if they can continue and prepped. Step it up a little. Bit more this year for the important work. So if people feel that they have not had a good relationship through the year with their major donors, then that sounds like something too set a cz a priority for two thousand twelve and get a really great point. Tony, yes, our are not for-profit organizations really have tio show the love, if you will, all through the years for all their donors, okay, very consistent message. I mean, you know, i asked you about a number of different constituents, and you were consistent throughout thanking them for what they’ve done and asking them to go really just to the next step, like, as you identified so let’s talk, then about using social media properties and an online way said earlier that your your online messaging really needs to be consistent with your your print messaging. Can you say? Well, more about that? Well, you not-for-profits wherever it shows up, it needs to show up with consistency. So you need to really bundle if you will, all of your outreach levers that you’re pulling so that wherever you are when your brand, when your logo when you’re representation, shows up, it’s consistent for anybody who is tapping into it wherever they’re tapping in, and we’ve had a number of guests on the show talk about branding and messaging on dh howto howto determine what your ideal message should be and then make that consistent, but but your advice obviously is across all media. It needs to be consistent. Absolutely. Now, the way that that’s going to the way that you engage might be a little bit different. Certainly social media allows you more opportunity to encourage a kind of back and forth given take almost dialogue, and i think that not-for-profits really need to be taking advantage of that. I have something on your site where your potential donors those that are interested in you, can learn more. Perhaps it’s a survey, perhaps it’s an opinion piece, perhaps it’s a block, but find a way, tio invite more engagement so that you’re pushing and pulling rather than just pushing information. You also want to show people, perhaps by your blogged, or are other social media properties that you’re you’re relevant to what’s what’s happening in the community or in the larger news that’s exactly right there’s so many things that are going on in our world right now and there’s a lot of ways to be really well relevant in to tap into showing your relevant see to your donor base, and you need to take advantage of that wherever you can and in the same time and taking advantage that you also cannot be disingenuous, you need to be opportunistic, showing your relevancy, but not in a way that doesn’t feel appropriate or that could even cloudgood message that you’re trying to get across that that’s probably a pretty fine line because you do want to take advantage of news that is current in the community on the community might be the nation, but a sze yu said, you know, you don’t want to appear inappropriate and trying to exploit news for your own advantage. That’s, exactly right and there’s multiple examples of that in in the world right now. And do you have a moment? I could give you a quick example. Ifyou’re going? Yeah, well, not too long ago. A young a young girl, rachel, back with a nine year old girl up here in my area in bellevue, washington. Unfortunately died in a horrific car accident on i ninety we’ll just prior to her death, she had set up a fund so that for her ninth birthday, uh she asked her friends to donate to a to a charity that she had created. That was teo, uh, create clean water opportunities in africa. We’ll soon after her death. And while her family was still in mourning, uh came to light that there had been this fundez set up, and people began to contribute in her name. And her parents then had the opportunity, if you will, to take this time of morning, and really make it an opportunity of celebration of their daughter’s life too speak to their daughter, and off off also provide an opportunity for people than to donate to this charity. And within six weeks the charity had grown toe one point two. Six million and was providing yeah, water outlets have fifty thousand people in africa. That’s, that’s an incredible and sad coincidence that she had started a charity on died in the car accident. Exactly. And yet there was a very heartwarming heart felt genuine desire from everybody who heard of her story to give. And now there’s been a positive outcome. For that, my guest is mary allison she’s, a partner with oneaccord, which you’ll find at oneaccord partners dot com and we’re talking about nine weeks and a wake up for essentials for year end fund-raising let’s talk about unifying, though you have some really good advice about unifying or tying together print and email. So for instance, we had talked earlier about you said message people where they want to be hurt when where they want to hear from you. But what if it’s a thanks you we want to do that and as many places as possible if it’s a thank you note, tony, great point abs, absolutely. And there are so many ways to do that many not-for-profits will use their year and to again make a personal thank you along those lines and there’s a great way that we can talk about in a minute about how you can use your board and volunteers also do a greatjob in thanking those those people but throughout the course of the year, you know, again is we’re talking about this is what, uh, nine weeks from the day the account down, but again, a lot of these strategies. That you and i are talking about are really things to take to heart for the entire year, so showing those thanks is not just a year end, but it’s around the year and to your point, you know, we also want to thank our folks not only in the letter but also in the email and it’s really a great idea follow-up immediately with an email to someone who’s made a donation so that you’re getting multiple ways to hit them right away with that. Thanks. And in fact, i just made a donation. Tio my college, my university is an alumni, and i was actually immediately hit with a twitter from them thanking me for my donation, and i thought that was such a unique and energetic way to do it. It really it really was a fun thank you for me to get right away. And, of course, i was also followed up with a major letter from the university as well. You can also just mentioned ah website or social media presence in your printed letters, always absolutely there that needs to become a disciplined great call tony and you mentioned online surveying or pulling what? What types of questions might we be asking in these surveys? You know, it’s all kinds of data, if you’d like, you know that you could be collecting at this time. Some of them have to do with your overall scope of bishan for it. If you are a mission that is helping with the homeless, you might wantto have a survey online for your donors to ask them what’s their opinion of the work. What you’re doing in that arena, how are they? How would they rate you? Um, how would they how would they like, tio? Um, you do more do more work, different kinds of working. You can ask them and start to compile that dad and let it influence are perhaps shape the work that you’ll dio. You can also provide links on your site to somebody else’s surveys so that you’re continuing to offer your donor’s new ways to get deeper information about the type of work that your mission is inspired by, or aligned with. Let’s move to direct mail. The printed piece mail. This also needs to be personalized, right? Oh, absolutely. Absolutely. And again, really kind of goes back to what we talked about has a lot to do with the donor segmentation, so you need to get have the the right message at the right time from the right person asking for the right thing. And i guess e-giving got kind of a call that the four right? Okay, on, when we’re using volunteers, there are ways you have strategies you have personalizing the actual letter itself. Why don’t you share some of those? Absolutely, for instance, how i often encouraged not-for-profits that i work with to, uh, let the board members get involved with riding some of those letters, and it could be very, very simple, but very, very meaningful and impactful. So on the, uh, on the return address of an envelope itself, there’s often a little space right above the address where your boardmember can actually print their name so you can segment your list out to those friends of the board members. Give each of the board members of stack and ask them to write to hand, write their name in above your organization’s return address so that when somebody received in the mail, not only do they see their not-for-profits address and name, but they also merely see their own personal relationship with that boardmember associate id there. I love that such a simple idea, and you have an idea for also just on the letter itself. Absolutely it’s so easy just to grab a little pile of sticky notes. Really nice if you’ve got the not for profit logo on them as well. And ask your board members to just write a quick note. A quick note of thanks for your contribution hope you’ll consider giving again. Um, and often times, you know you can. You can add to that a really personal audience. Let’s have coffee soon from mary allison at jubilee women’s center. And just stick that little sticky right on top of the letter self-funding as they open it, they see it. They get that quick note from you and it just makes it more meaningful. Something else that i used to see when i was in the air force was that senior officers would cross out the formal greeting where it said, dear, you know, captain or colonel whatever last name and they write the person’s first name. So they scratch it out on the letter and write the person’s first. Name right above it and that’s not to be corrected is to stay that way. So the person sees the the recipient sees the personalization very good. I love it. And this is stuff we could do at a board meeting, right when everybody’s together at the board? Absolutely it takes fifteen minutes, there’s often during that part part of the board meeting where you’re going through the usual agenda items that there’s not too much going on that you could be doing. You could be multitasking absolutely. And in just the minute and a half or so that we have left let’s talk about using the board or other volunteers what’s your advice there, how can these people really be effective in the last nine weeks? In a day? You know, it’s important that the boardmember is your key. Stakeholders and volunteers know what you’re up to make sure that they’re getting information from your organization about the initiatives that you’re working on, invite them to help you also provide them with some uplifting stories of success, of the of return on invest so they can share them, and they’re going out to their holiday parties they’re meeting with so many different people, they have little nuggets that they can drop into conversations about the good work that your organization is doing. It’s also a great idea to create on your internet site or in your appeal letter, a little paragraph about why i volunteer and let one of your stakeholders your boardmember give you a paragraph about why they dio and it’s just so inspirational. And then at the end of the year end, they could be used very effectively to say thank you. Oh, absolutely that khun metoo be done again by a hand written note or even a phone call it’s such a great practice for the board members to kind of do it. What we would call a phone, tree and let’s provide our board members with ten to twelve names of donors that we had a significant impact and let them give them a call and just say thanks identified himself is a boardmember they’re genuine thankfulness and it’s just like a thirty second call, but has such meaning. Mary allison is a partner with oneaccord, which you’ll find at oneaccord partners dot com we’ve been talking about nine weeks and wake up four. Essentials for your year end fund-raising mary allison, thank you very much for being a guest, tony. Thank you, it’s. Been a real pleasure. We take a break after the break. Tony’s, take two, and then scott koegler, our tech contributor, is going to share ideas about your mobile website, so stay with us. 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 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 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. 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 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 dafs metoo dahna welcome back, it’s. Time for tony’s take to my block this week is let’s help kelly for pete’s sake a solo fundraiser named kelly ass. The question in a linked in group that has over forty five thousand members and nobody had an answer shouldn’t get a single comment. But her question is so common and so basic for small shop fundraisers that i wanted to step in. Her question for the solo fundraisers is how should i spend my time? The woman has to deal with grantwriting and prospect research and acquiring new donors, cultivation of existing prospects and donors stewardship you know the saying thank you to donors. Corporate sponsorship work. How should she spend her time? Andi, i was disappointed that none none of the people in that mogul link group had an answer or suggestions for her. So i blogged about it this week, and i hope you will go to my blogged and give your advice to kelly and the probably tens of thousands of similarly situated solo fundraisers in small and midsize non-profits how do you recommend that they spend their money? My blog’s that m p g a d v dot com i hope you’ll go there and and share your advice that is tony’s take two for friday, october twenty eighth with me now is scott koegler we all know he’s, our regular tech contributor we all know. He’s, the editor of non-profit technology news today he’s going to break down whether you need a mobile site, how to develop one, what to include in yours if you if you do, go ahead. Scott koegler welcome back, tony. Good luck. Are you in greenville, south carolina this month? I am actually so you’re are you with us by mobile in your in your rv? Yes, i’m using skype on the computer, but i have pretty much a full set up here. Ok? That’s cool. I love how you i want youto i want you to bring that rv into new york city sometime. That would be an adventure in itself. Mobile websites. Why do why do we first of all, why do we need a special website? Why can’t people just look att our regular website on their mobile device? The short answer is that the screen size is different back-up the longer answer is that typically there’s no keyboard? So you need to accommodate the differences in the way people interact with websites. That is different from what they do when they’re at their laptop or desktop. So just a small version of our website is not going to look so good. There are some utilities and most of the website development systems that will automatically reform at your website to fit in the smaller screens they detect the browser and the type of device, and they’ll somehow we format, but most of the time they end up just squeezing it, which really doesn’t help much now. Okay, if you don’t have that sort of utility, teo, create it and process it automatically for small size. How how do you develop a mobile website? Hyre the developers are let sites have their own special tools that allow them to make more intelligent decisions about how they reform that change the size. A lot of websites, of course, include banner ads, large graphics header and those kind of things are really those were pretty useless on a smaller device, so they get rid of those they concentrate more on content, some, some concentrate more on interactivity, social media interconnection and those kind of things. Okay, we’re going. We’re going to talk about some of those things that that should be on your mobile website, so it sounds like the place to start would be with the person who developed your you’re latto ordinary. Or day to day website. But it sounds like there’s, also a special expertise that might be needed. Teo downsize it for mobile purposes, i would say definitely. On the other hand, that kind of expertise is is becoming a necessity for anybody who’s developing website. So that’s, they probably not going to have a real hard time finding someone to do that. And you mentioned the first people that developed your original website. At this point, they already have the expertise to be able to reconfigure or develop secondary website. Okay, and my guess is it’s not going to be as expensive as like, say something else, that you and i talked about a few shows ago, which was developing an app, a mobile app. You’re not going to be spending that kind of money on your mobile website. It depends really okay, because mobile app so we were talking about, you know, tens of thousands of dollars? I don’t think so. The case for something you look at a lot of the what people call act. Some of them really are just, uh, depends on the purpose and the depth to which you want to develop this, but applications or apse can be either just dedicated websites are provided by a link on your phone or your tablet. Uh, or they can actually be downloaded applications that link to the back and took it all right. So a nap could be less expensive than i just described. And ah, mobile website could be more expensive depending on how sophisticated you want to get. Okay, so let’s, talk about some of the things that you’re really essential for your mobile website. You want to have a platform for giving our imagine write what you want to do is to start at look at what are the most critical thing? Is that you, if i get people to use on your website and, uh, you know, articles are great, but on a mobile website they may be less important. You will make him available by link and typically texts. And those kind of things will automatically reformat much less italy of a difficulty poor, heavy, too kind of redesign them. But, yes, you said be ableto give donations. I mean, that should be pretty much, you know, an easy thing to do. It should be prominent in the application. It should be, you know, donate here kind of button pretty much the same kind of button you would use on your standard website but linking to eh a formatted page that that was pretty much nothing but allowed a person too donate in the amount that they want and so you want to make that is easy to find as possible. It sounds like just like just like on the primary website. Exactly what have those prominent get too pretty much oneclick kind of a thing. One of the tricks is, too, if you already know who these who your donors are, and if they’re members of your website community, i have an automatic sinan so that they don’t have to go back to and identify themselves again. That makes it way more difficult. You want to be ableto automatically. Recognize who they are, provide them the options for making a donation and the options for a payment again, if you know who they are and heather contribution information the way that they like to give you khun going to that make use of what you really got. Uh, it’s not makes things like paypal, easy to get to or or even credit card donation forms, right? All simple as possible so we don’t lose people who want to give right. And they said they don’t have the keyboard of the bill specifically do have keyboards, obviously on phone and tablets with there, you know the rules really not quite as easy to use, so you want to minimize any of the typing? Ok? Eso minimize typing in favor of buttons to select instead to think buttons to select and automatically updated information again, you have there if you know who they are by virtue of the fact that they are members of your community, for maybe the facebook sign and kind of a function where you don’t you don’t have to type anything. You just have to identify themselves one way or another. Okay, good advice for for minimizing. The typing on a on a small keyboard what else do you like to see in a mobile website? Scott, in the mobile environment show, social interaction is really a big thing most people are using, you know, facebook or twitter, linkedin, uh, google plus to an increase in and out, and so they’re already using those facility. So if you have your website there, you want to be ableto allow them toe quickly and easily share the information again. A donation function should be something that they should be able to click on it and say, sure this with my facebook account and allow me to write in a quick update that says, i just don’t need to do this. So i think you should donate to this cause because of whatever again, make it simple allow them to share it on whatever social media their preferences i would say limited, for instance, don’t just limited to twitter, facebook and the other ones that are important for your constituent community, and these connections are very easy to make maybe not by the average person but by a developer. Certainly the social media platforms are all designed to be shared. Widely right, you’re developers know that without you thinking that something that they would add to certainly your main website, and easily enough to any mobile website. Okay, just in a minute or so we have left before a break. What about events non-profits hold events? What advice do you have around putting those in the mobile website? Well, just like the donation, i would say provide the information about the event in a concise manner provide the dates times, whatever any contributions or expenses that are necessary in order to attend and then allow them to sign up for and say, yes, i’m coming. Facebook has a great, um function for that the the invitation, and so it’s easy enoughto leverage off of that, or just to provide your own there’s plenty of services available for your website as well that, uh, allow you to set up on the event and invite people and then accept their participation. We’re going to take a break, and when we return, scott can go to the editor of non-profit technology news will keep telling us about advice for your mobile website, so stay with us. Talking alternative radio, twenty four hours a day. 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 in two, one, eight one eight three the conscious consultant helping huntress people be better business people. This is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting 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 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, magnify your brand exposure and enhance your current marketing effort. 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 one one media dot com. Told you. Lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio. And i’m samantha cohen from the american civil liberties union. Welcome back, scott koegler and i were talking about your mobile website, scott, just to wrap up what we were just talking about before the break events there’s that spiffy little, you know, little mapping applications that i see on lots of websites. Bilich certainly those air are good for events, you know, people don’t know where the location is and be ableto click here and guide me there, get directions. Those bills are great, helpful applications, you know, i just read that tom tom, the maker of gps systems typically for cars, is going out of the hardware business because nobody argue anymore, they got it on their phones in their tablets. Oh, interesting. So the two players in that really are tom, tom and and garment is the big one, right? Right, right and no indication that they’re going out of the hardware business. I didn’t hear any announcement from garment, but i was kind of surprised. Tom tom, they make cem really great physical equipment, and i used both. I used the tom tom and i also used my my cell phone, my smartphone and i still use the tom tom quite a bit, just because it hangs on my yeah, okay, but those those dashboard devices always have the advantage of talking that speaking the directions does your phone do that? It does? Yes, it does. I just used google maps actually on my cell phone and it talks and allows me teo to guide i i don’t talk to it. I don’t even know if it has that some of the town tommy and have the ability to say actually talked the address we’ll get either. Okay. Interesting. So back to the mobile websites i would i would think you’d want to have a way for people to reach you if they want to know if they want to have further interaction further find out, get more information, sure and again, this is something of a typical on a website where you would typically, you know, quicker button that would email or bring up a chat box. I’m on a mobile device course difficult you’re talking about a cellphone or smart phone, so it makes a lot more sense. Maybe just click and talk, so include the phone number there with a click button alittle magically dials phone number and get you directly to to the non-profit that they’re trying to talk to excellent, okay? And and finally, you had some advice about content, news, content. Well, i really believe that content really is important in almost every aspect of communicating and the next newsletter presentation and those kind of things and if you’re doing that anyhow on your website, which i would have to believe that most non-profits air doing there, providing information about who they are, what they do and what they would like to do. So being that mobile devices are things that are used pretty much intermittently, not like a desktop where you sit back and you actually sit there for a while, you want to be able to provide people easy ways to read your content, so either by way of a knee mail update to the cell phone or maybe an rs s feed or there are a whole lot of other feed mechanisms that will bring your content to the cell phone. It is critical because those air, those off moments where, you know, maybe they have time to read two, three, four hundred words with the text as they’re waiting for whatever it is a bus in a cab somewhere, whatever they happen to be doing, and i don’t have something else occupying your time, scott let’s remind people what are ss feed? What does that mean? Uh, really simple syndication, which means almost as much as our ss, right, but it’s, where most people will know it is google reader, google reader i accept those kinds of feeds and present them in a format easy to read me to track what they’re interested in, and we’ve talked in the past about having video on your site. Can you do that on your mobile site? Also, pretty much any smartphone or tablet will accept the video. One exception, of course, is the big exception the iphone, the ios environment with iphone and ipad that don’t have don’t accept flash video, which still is predominant on pretty much frustrating issue for those people, those millions and millions of people using the apple devices. So but you do want to be able to be viewed by users of that kind of device, so they’re always to do it. Your web developer can help you get around them, and when we’ve talked about video, we always make the point that it doesn’t have to be high end video. I mean, it could just be something that somebody pulled out a phone and and put them put in front of themselves when it’s when it’s riel heartfelt and genuine about the charity. Absolutely, but i would add to that the most critical part of the video is actually the audio it’s amazing that people sit through just terrible quality video feed, but they’ll immediately turn it off if they can’t hear. So be sure that you you sound is adequate, that you’ve got the the recording device close enough to the person doing the talking that the sound comes through and then it should be okay. All right. And, scott, just a minute we have left. You mentioned google plus earlier. What are you seeing now that it’s been out on dh public? How are you seeing it used? Are you seeing it used widely? I mean, really, actually people using it. Not just signing up. What are you seeing? Uh, the current number is around forty million users, which is pretty phenomenal, actually short period of time, they’ve been out. They just recently actually yesterday announced that they’re integrating the the blogged the one facility, i think it’s blonde dot com brother dot com, which is google property, so they’re going to be linking google plus with blogger, which makes a whole lot of sense because if you’re now the block near post will be shown in google, plus so little by little google’s, integrating all their properties and other facilities with google plus and it’s really getting traction. One of the comments that i saw just recently was that it’s not so much about your family, it’s more about your other relationships, your business relationships and your professional relationship. So i think google plus is carving out a niche that is not so much directly competitive with facebook, not that they don’t want a lot of that business, but i think they’re going in a little bit different direction, and they’re being successful at it. Scott koegler is the editor of non-profit technology news, which you’ll find at n p tech news. Dot com he’s, our regular tech contributor. We talked to him once a month. Scott a real pleasure. Thanks very much for joining us. Thanks, durney. Take your good to have you want. Thanks, scott. And also mary allison from washington st mary, thank you very much for joining us next week. Assess your asking style author andrea kill stead will be with me for the hour to share her insights into the four asking styles and what each different style needs to be successful. Are you a mission controller or kindred spirit? Find out next week with my guest, andrea kill stead you can keep up with that’s coming up week after week. Sign up for our insider email alerts on the facebook page. If you liked the show, click like on the facebook page become a fan, you can listen live our archive, you’ve been live toe listen archive go to our itunes page all the episodes, all the shows are archived there you’ll find that at non-profit radio dot net download subscribe and then you can listen on the device of your choice, whether that’s a smartphone or a tablet or desktop or laptop, follow me on twitter just use my name and this shows hashtag when you want to follow the show feed use hashtag non-profit radio our creative producer is claire meyerhoff, the line producer for tony martignetti non-profit radio is sam. Liebowitz. On our social media is by regina walton of organic social media. I hope you will be with me next friday one to two p. M eastern on talking alternative broadcasting, which is found at talking alternative dot com. I think the shooting. Good ending. You’re listening to the talking alternative network. 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Spin ideology no reality, in fact, its ideology over in tow. No more it’s time for action. Join me, larry. Shock a neo-sage tuesday nights nine to eleven easter for isaac 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 go what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry 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 every tower is 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 mobile marketing into your organization’s marketing campaign? 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Nonprofit Radio for October 21, 2011: So You Want To Be A Consultant & NextGen:Charity Conference 2011

Big Nonprofit Ideas for the Other 95%

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

Tony’s Guests:

Henry Goldstein
Hank Goldstein: So You Want To Be A Consultant

Hank Goldstein, author of “So You Want To Be A Consultant” for the Association of Fundraising Professionals, and a partner at The Oram Group, offers insight into the ups-and-downs, and ins-and-outs of consulting to nonprofits. When should you start thinking about consulting? What personality does it take? How much should you charge?

 

Jonah Halper
Jonah Halper: NextGen:Charity Conference 2011

Conference co-founder Jonah Halper talks about this year’s NexGen:Charity on November 17 & 18 in New York City. Who are their great speakers and what’s the conference about? My show is a media partner of NextGen and Jonah announces a $300 conference discount for listeners!

 

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.

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Here is a link to the podcast: 064: So You Want To Be A Consultant & NextGen:Charity 2011
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Durney welcome to the show, this is tony martignetti non-profit radio i’m your aptly named host. We’re always talking about big non-profit ideas for the other ninety five percent. I certainly hope you were with me last week when we first talked about giving beyond the czech non-cash e-giving interview was recorded at the national conference on philanthropic planning, where i was earlier this month in san antonio, and my guest was michael king of the national christian foundation, and he shared the process for closing gif ts of unusual assets, like collectibles, real estate and intellectual property second guest last week was proactive prospect research with our regular contributor, maria simple, the prospect finder. She followed up on her earlier conversation with me in a previous show by going into greater detail on making your small shop prospect research proactive this week. So you want to be a consultant? Hank goldstein is the author of so you want to be a consultant for the association of fund-raising professionals and he’s, a partner at the orem group he’s going to share his insight into the ups and downs the ins and outs of consulting for non-profits when should you start thinking? About consulting what personality does it take and how much should you charge? We’ll talk about all that with hank after that next-gen charity two thousand eleven i have with me the conference co founder jonah helper. We’re going to talk about this year’s conference on november seventeenth and eighteenth in new york city will find out who the great speakers are, what that conference is all about. My show is a media partner of the nextgencharity conference between the guests. As always, tony’s take two. My last week’s block post separate the juice from the pits is getting a lot of comments. A juicer at a restaurant got me thinking about fund-raising and how you should best spend your time. We’re live tweeting this week. Use the hashtag non-profit radio to join our conversation on twitter that hashtag again non-profit radio we’re going to take a break, and when we returned, i’ll be joined by hank goldstein. We’re going to talk about being a consultant for non-profits 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 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. Dahna hey, are you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Durney welcome back to the show with me now is hank goldstein. He is a principal partner of the orem group consultants to non-profits he’s, the past chair of giving us a foundation and former chairman and president of the association of fund-raising professionals, both nationally and in new york. He’s, an adjunct professor of philanthropic management at the new school. And he’s, the author of the association of fund-raising professionals monograph. So you want to be a consultant? I’m very pleased that his work and that booklet brings him to our show. Hank goldstein. Welcome. Thank you. Good to be here. Pleasure to have you. Why did you write? So you want to be a consultant? People were always coming up to me at conferences and wherever, and would sell your consultant. I’d like to be a consultant. How much should i charge? What do i have to know? And so i thought about that for a while and finally decided to put it on paper. And a f p was good enough to publish it was. How much should i charge? Always the first question. It’s right at the top of the list that you can read it in. Their eyes, we’re going to get to that had a charge, and how much to charge we’ll get to that later is do you think this is ah, natural progression to do? Most people think about this who are working in non-profits i think at some point it crosses the mind of just about everybody on it could be a variety of reasons they’ve had a bad day at the office, and they’re angry at their boss is one reason, well, maybe that’s not a reason, but it’s a rationalization. And then another reason a good reason is they think about their careers very often there ten or fifteen years in, and they’re thinking about what should i do with my life? And it arises in that fashion. They’re laid off from a job, and i seen some very senior people laid off in the last couple of years, and instead of looking around for another job, they say, well, maybe i should be a consultant and some of them do i always tell him it’s easy to start it, it’s hard to stay in it, okay? And we’re going that’s. Excellent. Well put, we’ll talk about that, too, do you have to wait ten or fifteen years. I mean, if you’re if you’re thinking of it consciously yourself, without any of these external loser, all external reasons for thinking about it lay off for ah, bad day at the office. But if you’re thinking about it on your own, do you have to wait ten or fifteen years? No, not at all, but i think you need to have a few years experience under your belt. I had a call the other day from a very bright young woman who graduated from princeton. She’s done this she’s done that she wants to work for dahna for non-profits for the rest of her life, and she wants to be a consultant. And i said, well, pile up a couple of years experience working for somebody, particularly in the area of non-profit hearing that attracts you, then we can talk about your being a consultant, but right now you haven’t got anything to sell to anybody, and we’re talking about consulting. Are we thinking, are you thinking this is independent work or working for a consulting firm? Well, it’s both used to be that one could aspire to join the staff. Of the consulting firm that’s. What i did way back when and in those days it was possible consulting firms had fatter payrolls, and i guess they were paying lower, but it was possible to get in that way today with virtual consulting the firm’s of mostly shrunken size there only a few really large ones that take people on most firms are one, two, three, maybe four partners and that’s it s so it’s much harder to get a job in a consulting firm unless you bring in a client or two on that, of course happens. And i guess having that client or two would would help you either way. I mean, if you want to be an independent, sure, it helps a lot to have somebody that, you know, is going to travel with you as as your first first or second client. Yeah, and the way that first or second client often comes about is hyre you’ve either been separated from your job or you decide to separate from your job, you decide to become a consultant and you say to the powers, i’d like you to be my first client, and very often that happens. And that’s, what gets people started? So that gets them going then as i said earlier, it’s easy to start, harder to stay in where is the second, third and fourth client coming from that’s going to pay the rent, the overhead and your salary and your health benefits and your dogs, chow and laura’s? What does it take to be a successful consultant if you’re thinking about it? Well, i think you have to look at your personality in in shorthand. I think that there is such a thing as a consulting personality. What is it? It’s it’s a person who’s willing to take risks probably has a slight case of attention deficit disorder because you like to do more than one thing at a time, you can discipline yourself so that your time is well spent. You have expertise either as a generalist or in some particular aspect of not-for-profits work and that’s and you can work without a lot of structure. The other side is this staff personality you, khun you like structure you don’t mind having somewhat someone tell you what to do, you can abide the politics of the organization with which you’re a silly ated and it’s a single thing and you don’t have to struggle with trying new hunt for clients and serve clients at the same time, which as a consultant one is obliged to do no matter how successful you are on staff. I imagine some people get a little frustrated by having lots of responsibility but not so much authority see that goes between those. Well, i think that happens quite a lot that in not-for-profits where thie asset base is thin, throwing a lot of work at people without consequence. Responsibility is one of the major sources of frustration or as i like to put it, stresses combustible and people burn out, and one of the reasons they burn out is number one. They don’t really control their environment. When you are a consultant, you control your environment, whether you do it sagely or not is another question buy-in environment you mean who you’re working with, what your hours are, how you work, how you build exactly, you want to sit in your jammies and work? You couldn’t do it, it’ll depend, but it does depend a lot on your own self discipline. Five we’re going to take a break. Sure, hank goldstein is going to stay with us. Of course, we’re going to talk a little more about attention deficit disorder as it relates to consulting and other things. So stay with me. I didn’t do anything to get independent thing. You’re listening to the talking alternative network, you waiting to get you thinking. 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, that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress 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 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 to the show. Hank goldstein and i are talking about his monograph for the association of fund-raising professionals. So you want to be a consultant, hank let’s. Talk a little more about the personality that it takes because this is this is the first thing you mentioned when i when i said, you know, what does it take to be successful? You gotta have the right sort of personality. So you mentioned risk acre, or at least i guess not. Risk averse. What? What are the risks? Well, several risks are, first of all, getting in keeping clients is one. A second risk is longevity. You’ve got to be able to stick it out on maybe go a while without an income. Wait, let’s, stop there. Go a while without an income. Well, you start up something. If you’ve married well, it may not be a problem. Otherwise coupled. Well, that was my mistake. I see. Yeah. Now i know where you were when you know where you major state where years ago. But the point is, you have to be able to sustain yourself if you leave a job and maybe you take that employer with you. Is your first client? How long will that last? So there is that these days on that sort of a big, maybe two it’s a big you might just be leaving. Ah fund-raising zor staff job, and they have no intention of your first glass so that’s, right? And when you leave the harbour, you think you know where you’re going, but it’s a big ocean and you don’t always you don’t always know. S o i think that’s important in these days providing healthcare for yourself for your family, that’s an expensive proposition on it has to be calculated providing for retirement benefits along the way. So there are a lot of benefits people get when they have staff jobs that they have to replace when they’re on their own. Now that frightens some folks and they take, you know, wake up in the morning and they realized, oh, my gosh, that’s, that’s a big order. Maybe i better just say it. Stay where i am. It may be boring. I may hate my bus, but it’s safe onda lot of people don’t, you know don’t believe isn’t that sad though it well, it depends on the personality no. It’s not sad if you don’t have the personality to be a consultant to be an entrepreneur, to be a risk taker, the worst mistake you can make is if you’re not built for that to go out and try and do it, you’re going to fail and you’re not going to be a happy camper. But then you could s o and this is outside your monograph, but you could then look for another job as an employee has a statue and that night count, boss, absolutely no it’s not outside the monograph. I counsel people that all the time that you know what, you strike me as a really great person, terrific at what you do. But my bet is you would be better off if you’re not happy here. Look for another job is an employee. Don’t try to be a consultant. I don’t think you’re going to like it. All right? What about the attention deficit disorder you mentioned for? Well, that lady d’ya know what i mean by that? Is i i’m a multi tasker. I like to do several things at the same time. And i like working for a client very intensely, but then that burns down, and i’d like to go on to something else. And work just is intensely and come back to the first one sort of the way i do puzzles. So a lot of different juggling. A lot of different things that weren’t so yes, andi, i think that i could do that. I have personality for that. So in my work, that stands me in good stead. But it’s, not for everyone. Some people like to have a single task. Like to stay with it. I have a daughter who’s, a scientist totally opposite from me. She likes to sit in her lap and concentrate on one thing for a very long time. The you also mentioned discipline. Your your time is your own right. You gotta manage it. Right? Your time is your own. You have to manage it. And these days, more people work from their home krauz. And that makes it even harder because there are a lot more distractions for many years. First one, i had a company. Then i sold it. Then i was a smaller company. I’m still a smaller company, but i switched from having an office on fortieth street. Toe working from my loft downtown and i didn’t realize how much of a shift that would be because there’s a discipline in just getting on the subway and going to the office and being in an office, i thought i’d been working at home, on and off forever. I didn’t realize what a big difference actually being near all the time would make, but because i am a really disciplined person, i had no problem taking care of all my obligations, doing everything and still stirring the soup literally because i love to cook so i could handle that, and i know that that’s, not everybody. Some people just can’t do it, they procrastinate, they never quite get to work or they’re too busy shopping online. Teo, pay attention if you feel that you have the personality than what what’s the first step. I mean, imagine you have to have some money to get started. I think you have to think about what you’re earning now and either how long you can go without an income or what, at a minimum, do you need for the first year? And if you’re really conservative as i am in some regards. Maybe over three years, how much would you have to generate in order to maintain a lifestyle that you would feel comfortable with? And don’t make the mistake of thinking that when you work for non-profits as a consultant, you’re unnecessarily going to make more than you did as a salaried person? That’s something we haven’t talked about yet? It is not written that because you’ve become a consult, buy-in you will make more than you did before? No, not necessarily. Maybe if you’re at the lower scales of not for-profit employment, you will, but i see top people who were making two, three hundred thousand dollars a year laid off their very unlikely to make that as a consultant any time soon. Okay, the balance would be, i guess, quality of life, the balance is quality of life, and i think along those lines in deciding whether you want to be a consultant, decide whether you’re going to be regional and sleep in your own bed every night, or whether, like me, you get hives if you don’t get airline tickets twice a week, so this is sort of leading to marketing, which is which goes to the point. You’ve mentioned twice, is different to get in and versus staying in. You’ve got if you’ve got your first one or two clients, you’ve got, you’ve got to keep it up. There are really three pieces that have to be balanced out once you decide that you’re in this and you’re working at attracting clients, some marketing and branding is obvious of obvious importance website and so forth, so so within that you have to be willing to self promote right, you can’t be can’t be a shrinking violet really modest about your ability and what you can learn the value you can add through. No, i think, you know, and i think you need to have a track record that’s why i send people back to the office who haven’t really got the experience or a specialty or whatever. I regard myself as a generalist dahna with a an inch inch deep in a mile wide, and you can consult that way because you can hand off to specialists as need be, but certainly marketing and branding is one piece serving clients, of course, is the most important piece because the first client leads to the second and into the third and so forth, and of course, you have to manage a business and buy-in once you hyre receptionist, you’re a totally different game. Once you have employees, you really are in business, and a lot of folks will tell you that and it’s true, once you have employees, you’re working for them. They’re not working for you so it’s a totally different model than if you’re just by yourself. Bring calling yourself a consultant, which sounds like a way to get started because you don’t have that overhead. Right with hank goldstein and he’s, the author of the association of fund-raising professionals monograph. So you want to be a consultant? Let’s, talk about serving those clients because you made the point. Client referrals are critical and very inexpensive. Way to get the next client, right. Some of the most common way, ninety eight percent. How can you make sure? Oh, is that right? I think. It’s all word of mouth. Okay, i know there’s. Certainly in my practice, right? How can you make sure that you’re going to serve the clients? I mean, aside from having the experience service servicing multiple clients at the same time is a delicate balance it’s a delicate balance. And i think that for me and this may be oversimplified and we only have a limited period of time. I think the most important thing and serving a client is to make the correct diagnosis. The problem they come in with is almost never the problem arika and understanding what the problem is is ninety percent of the solution. It’s when you go to the doctor when she or he makes the diagnosis correctly, that’s most of the cure because then they give you a bunch of pills, but if they make the wrong diagnosis and they give you a bunch of pills, you’re not going to get better. I think it’s the same with serving clients, figuring out what it is they’re actually looking for, whether they understand that or not, and then delivering that that to me is the essence of the practice and that’s above the neck. It isn’t running around looking busy, it’s thinking it through and advising accordingly. Yeah, there are mechanical things to do in their important, but the first thing is to understand what the client really needs. So how come the c suite? People in a. Non-profit don’t understand what their problem is. They talk to themselves. Okay? What do you mean? Well, it’s, easy to too insular. I think very often, i think very often there’s insularity. I think that very often there trying to read their board and deliver what the board expects them to deliver hyre training to the test, so to speak and a cz organizations grow, they developed what i call hardening of the categories and it’s less possible for them to think freshly. One of the great advantages you bring as a consultant is your gut and your enthusiasm and your experience. But most of all, your honesty not to be a nice guy, necessarily. You don’t have to be a bad guy, but you have to be willing to tell the truth. And oddly enough, people don’t always like to hear the truth. If they look fat in that dress, you have to be able to tell them that, and they don’t always want to hear it on dh the they’re often more receptive to that difficult to hear message when it is an outsider who they’re paying a fee to versus somebody on the inside is a staff person, right? I can’t tell you the number of times i’ve been in a situation where someone said, but you know what? I’ve told them that, but they won’t listen to me. They’ll listen to you that’s because you’re outside, yes is very important to have that independence, but got to make the most of it and that khun b o okay, well, forget what i was going to say. What do you mean, make them? Well, you have to make the most of it by being a good consultant. You have to listen, we’re not in listening mode right now. We’re talking, but i’m listening. I know you are, and i appreciate it listening to what the client says help to make the right diagnosis, listening carefully on not just popping off. So when you do deliver a judgment it’s considered even if you i had a hypothesis before and turned out to be exactly right, you try to hear it through before you deliver a sermon about what they should be doing. What did you say your name was? No winkelstein i’m listening gets harder and harder, so the part of what i was going to suggest is that this can also be very gratifying. As a consultant, because you can bring the perspective and there’s a greater likelihood that it will be heated. It’s a great insight that we haven’t talked about that there’s a great satisfaction in helping folks, but you have to also keep in mind that a client has an inalienable right to reject your advice, and they do that about fifty percent of the time. So the best thing you can do is deliver it and hope for the best. Very often, i find myself way out in front of my client on a particular matter, and instead of being either egotistical about it or frustrated about it, you accept them the way they are. You try to bring them along, but it’s very important that you respect their perspective. So even with that limitation is very satisfying to be changing the world let’s, talk about some of the harder side the financial side of this. You said that one of the early questions you get, you can read it in people’s faces. How did they not so much what to charge yet? We’ll get to that. But how do you decide how you’re going to charge for your time? To clients, yes. What i tell people or advised people who are thinking about this question about what am i going to charge? What salary would you like to be able to maintain? Just take a number, whatever it is, one hundred thousand fifty thousand seventy five, whatever it doesn’t matter, add thirty percent for taxes and maybe some benefits, or even thirty five percent. Um, where you going to sit in your garage or in your kitchen? Or you’re going to have an office? What other expenses air? You’re going, tohave. You gonna have to upgrade your computer. You’re gonna have to have new phone lines. Figure out a budget for do-it-yourself when you have all of that done. That’s your base that’s the amount that you have to cover. That’s the nut, as we say and that’s where you that’s where you start, everything on top of that is money that comes into the business. Remember that you have to market it and branded buy-in you have to be able to find clients. And sometimes that means traveling, which is not compensated. You have to spend time writing proposals that are not acted on. You have downtime on you have to. Build into your fee the fact that you’re not able to deliver five days a week, every single month if you have an application rate of seventy or eighty percent that’s sensational. And what does that mean? An application? Right? Well, that means that even in a place like mckinsey, they can’t keep an employee an associate one hundred percent of signed, even a law firm can’t keep an associate or a partner one hundred percent of sign there’s certain amount of downtime, that’s not covered. And you have to build that into your structure. I wanted i asked you because i want to keep you out of jargon jail on this show. We have judge jails in jail. No, i hope i haven’t gone near no. You traded closely. But i kept you out most. Most people i could do that for. Thankyou. So in just a minute or so that we have left all these factors go in to deciding how you’re going toe. How you’re going to charge for your time. Yes. And then you know how much you’re going to charge, right? And then you can divide it anyway. You want you can divide it by day, hour week, however, and charge accordingly, i generally i i prefer a per diem it’s, easy for clients to understand. It’s, easy for me to understand. I was a liberal arts major. I’m not real good at math, so i know that labbate that works for me, okay? Hank goldstein is the author of. So you want to be a consultant for the association of fund-raising professional he’s, also principal partner of the orem group consultants to non-profits hank, thank you very much for being a guest, thanks very much. Been a pleasure. We’re going to take a break when we returned. Tony’s, take two, and then i’ll be joined by jonah, helper of the nextgencharity conference. Stay with me. Dafs you’re listening to the talking alternative network. Duitz 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 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 sharpe, 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, stopped 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. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com no. Welcome back to the show. Time now for tony’s. Take two at roughly thirty two minutes after the hour, my block post from last week was separate the juice from the pits. Juicer in a restaurant that i like on twenty third street organic. I saw it and i saw in action and it got me thinking about fund-raising and how you should allocate your time to things that are valuable, the juice and disassociate yourself from things that can be big. Time draws the pits and it’s getting a good number of comments. So that’s what? I want to talk about it again this week, someone sheila bonem sheila recommended. She suggests the daily five that you always make five calls to donors every day, irrespective of everything that’s going on around you. Your goal is to always do at least five calls a day and those other things that could be going on around you. Could the administrative requirements you know, meetings could be volunteers sort of committee work that can take a lot of time, but she always tries to make five calls a day. Two donors toe. And also i think that probably helps ground her. In what her riel work-life needs to be, it could be very centering. I think nancy, in the comments on the blogged, shared her bless and release approach, meaning that you have to recognize when a relationship isn’t going to be fruitful and, as i said earlier, sort of start to disassociate yourself from that person or that relationship could be a corporate relationship to not necessarily individual person. So some very, very good comments on the block this from last week’s post the post again to separate the juice from the pits. Um, your time is valuable and it’s limited and that’s basic message you’re not just going to find time, you have to make it so make it an allocated wisely. And my blogged as always, is that mpg a dv dot com with now jonah helper in the studio. Very pleased that he’s with me. He is co founder of the next-gen charity conference along with our e t men who couldn’t make it today. And jonah is a consultant to non-profits his company is altruicity jonah helper. Welcome to the show. Thrilled to be here. Thank you. Pleasure to have you now. And i want people. To know that this show my show, by the way, it’s twenty martignetti non-profit radio because you’ve forgotten the name of the show that you were listening to, um, we are a media sponsor of the next-gen charity conference, but sadly, yes, you are with you from the first last year, and we’re going with you this year too. Why did you and ari start? Nextgencharity last year short, i was a professional fundraiser for the better part of ten years right out of school, twenty years old started doing it and loved it. Absolutely that i actually my first job, i didn’t even realize it was a fund-raising job. It was called the campaign job, and i thought it was political. I get there, i find out it’s actually fund-raising but but what i what became really my calling was the education piece of this? What happens is if you’ve a donor and you want to get from zero to ten thousand dollar gift there’s an education that happens. There’s a buy-in there’s ah there’s, a riel passion that you’re trying to convey over to this individual getting bought it and that’s what excited may andi throughout my ten years doing fund-raising i began to see a knowledge gap. I saw that the big organizations where i was trained was trained in the jewish federation system. Established been around one hundred years. You know, incredibly, you know, incredibly successful, sustainable organization. But what i found was that became very insular, very kind of focused on on who they were. I’m not really looking outside some of what goldstein was saying earlier. Precisely. I definitely identified with that on dh. You know, being young, definitely the federation system. I was on the news on the young end of the spectrum, i began to realize that the big organizations were not looking outside of their usual peripheral vision on does great things to be learned from all people. In fact, everybody does some things right. And if you believe that to be the case, if your antennas are up, you begin toe look, successes that happened outside of your organization, or even your industry, or even outside of the non-profit world. And, you know, being somebody who is constantly looking toe learn, i felt that there was this need to develop something that would be built around ideas, you know, and then ultimately became a conference around ideas my men ar e he was on the committee of mine when i was working for a special needs organization. He was there very vocal kind of that loose cannon on the rolling deck spoke his mind was very opinionated, but a lot of the same things that we were a lot of the same issues that we had in the nonprofit world. We realized that we have this common interest to see this education happen and kind of over a falafel or swarm on whatever it is. It was almost like that cliche, right? The business model on a napkin, and we said, we can do this. We were inspired by other conferences, but like the ted conference or gel where they were built around ideas, they weren’t built around certain institutions. It wasn’t just for fundraisers or wasn’t just for marking people wasn’t just united ways it was basically, if you have something innovative, something is game changing. We invite you to come and share that, whether it’s on stage, you know, whether you’re one of our successful presenters and you get on station share that or even in the audience. I mean, we have great, great audiences with people from all over, from startups to meet major marquis names. And they have a lot to learn from each other as well. Now, i am disappointed that you didn’t know that between short on dh, full off. Now. I’m very one is a deep fried, and the other could be lamb or chicken. So you mentioned ted in jail that next-gen is based on those models? What makes next-gen a different type of conference. Okay, so the conference that most people are familiar with is the type where you may have a general session with some big flashy name that would be like a draw, you know? Wow, they no one, you know, keynote for the day, the plenary session precisely, and sometimes that person has some real value to add and sometimes it’s purely the name. And then most of the conference is built around workshops, workshops to teach you how to be a better fundraiser, better market or better, you know, keeping employees happy for whether it’s middle, middle management or wasn’t where, whether its executives, that idea is to train them and have them in these workshops, and that happened throughout the day. The ted model andare model is to just have short innovation, innovative or game changing ideas shared on stage, like a broadway experience where instead of having workshops it’s that kind of general session or the keynote session, we’re taught where presenters speak on ly for up to eighteen mini snusz because that’s pretty much persons attention. Span. Oh, so that’s the longest long longest will hear a speaker is eighteen minutes exactly. And in fact, that speaker has a countdown clock on there on the stage. The countdown accounts down from there a lot of time so they know exactly how long they have. And for these presenters, these are people who have successes. Some are big names and some are not. But they have something that will really change the face of philantech. This is what you said earlier. Everybody does something. Well, precisely. Maybe some of us do most things well, but everybody does something well. And so you found what? People’s niches. Andi invited them to speak. It’s definitely curated. I mean, we we we we have a lot of focus on making sure that it’s the right person on stage, they obviously have to be eloquent and be able to convey their idea. There’s a lot. People of great ideas but may not be right to convey it, but at the same time, we want to give people a certain but a little bit of focus. Even though it’s not workshops, we want to unite people. An idea that they’re going to. Get something specific out of these presentations, so the theme the arc of the day this year is educate, inspire impact so educate focuses around the education system, but also about how knowledge and powers our decision making on about how constantly having your intent is up makes a world of a difference. I mean, a lot of us take that for granted, but if you’re not if you’re kind of in your tunnel, if you have that tunnel vision and you’re not looking around you, then you’re not in a learning mode. S o, you know, educate is one one aspect, and then we have inspire, which is, you know, anyone who gets into this business in philanthropy come in and come into it with great deal of passion, you know, my father is a partner in the firm, right? I’m sure unless it’s in the rules that, you know, children can’t work for the family, but the business for the partners, that would be something i could easily get into our investment banking. I mean, if i’m a good fundraiser from good at raising capital for non-profit, i might be good at raising capital for a hedge fund. And a lot more money to be made over there, so people who get into this line of work are doing it for a bigger reason than the paycheck s o they get into that, but when you start getting down to the nitty gritty and you’re dealing with the paperwork and you’re dealing with all the, you know, the more monotonous aspects of fund-raising or development or whatever you’re doing in the organization, you need to kind of really reignite that passion and remind yourself why you’re doing what you doing so that the inspire pieces there as well, and then the last one is impact there’s a great deal emphasis nowadays on accountability for organizations to say, you know, we’re going down this route, and we have measured reasons for doing it. Labbate a lot of every organization has noble aspirations for what they’re trying to accomplish with our mission, but i believe it’s, melinda gates who said it’s bowling in the dark, you maybe bowling for those pins, but if you’re not, if you don’t know where throwing you might not be being, you know, as effective as you can be, so we definitely have a focus. This year on the impact component as well and and what that means for the organisations in attendance, there’s a lot of conversation in the non-profit community about impact of i’ve had ken berger on ceo of charity navigator talking about impact and outcome measurements had an author of the non-profit outcomes toolbox on talk about the same thing, so impact of of the three i know that impact is a lot of what i’m hearing in the absolutely absolutely absolutely so so how many speakers they’re going to be on a two conference it’s amazing, you know we have right now, i think sixteen or seventeen, we always end up getting a couple aa couple late stragglers people kind of want to see how it all looks and then say, okay, i’m interested in doing it. It’s it’s a numbers game like in fund-raising we have our wish list, we ask our wish list and plenty them say no, but the ones that say yes, we celebrate in the office and ones that say no is just one more no before yes, we’re going to keep pounding them so the audience is going to see roughly eighteen speakers eighteen to twenty three bodies in the same argast ditore, iam speakers just come on and off the stage, you expect the theater. It’s it’s actually properties to the tribeca performing arts center. So it’s it’s, where they do the tribeca film festival, it’s, a it’s, a it’s, the real deal outstanding. My guest is jonah helper, co founder of the nextgencharity conference. We’re going to take a break, and, of course, john will stay with me, so i hope you do, too. Talking alternative radio twenty four hours a day. 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. This is tony martignetti aptly named host of tony martignetti non-profit radio non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting. 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 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. Magnify your brand exposure and enhance your current marketing hyre your services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is, we do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com. Told you. Lively conversation. Top trends, sound advice, that’s. Tony martignetti, yeah, that’s. Tony martignetti non-profit radio. And i’m travis frazier from united way of new york city, and i’m michelle walls from the us fund for unicef. The nextgencharity conference two thousand eleven is november seventeenth and eighteenth at the tribeca performing arts centre. You could get information registration, but next-gen charity dot com. My guest now is jonah helper he’s, cofounder of the conference. Who are we goingto see among these eighteen speakers coming across the theatre stage? Sure. All right, so some of them are big names. Craig, you mark from craigslist, who i believe was on your show was a guest on the show. Yeah. Talking about then he was talking about craigconnects. Okay. So what’s he going to focus? Well, obviously, craigconnects is one of his more recent projects that he’s doing he’s. I believe it was insider information, but i believe he is doing a talk on customer service. He kind of views himself as a customer service expert. And he has some really, you know, creative and resourceful things to share a two conference. And then we have other individuals, like dr peter diamandis, who is the founder of the x prize foundation. That is the foundation that gives big pools of prize money towards certain campaigns of innovation. So they want to get private spacecraft into space without, you know. The use of, for example, nasa, but to rely on ingenuity and teams a big pool of money, whoever could get into space, you know, fulfill a certain number of criteria and come back down, you know, alive and safe and that’s one of the projects that they’ll fund if they’ll find that they do something built deep sea exploration, their board is incredible if you look at their board, i mean it’s it’s, larry page from google and it’s james cameron, the director, obviously has the deep sea water thing don’t for him. It’s it’s, a real he’s got incredible board and so he’ll be talking at our conference about, you know, pushing innovation. We’ve got marc ecko who’s, a famous fashion designer echo unlimited here in new york city. Ah, he is a champion of ah breaking through bureaucracy he’s incredible, incredibly talented at spreading the word and also rattling the cage. He did a couple things definitely just google his name and see what he did to air force one. I’ll leave that as a teaser for you. How is his last name? Spelled e c k echo. Hey, is he has an organization on called unlimited? Justice that is, that mission is to stop corporal punishment in class and believe it or not, in twenty or twenty two states in the us, it’s still okay to hit a child in the classroom? The same states it’s it’s illegal to hit a prisoner in the prison system, but you can smack around a kid on dh that would sound like something that would be easy to change, you know, go to the you know, whatever it takes, we’ll go to the powers to be in the city in the state and say you can’t hit kids but it’s not so easy. This tremendous bureaucracy and he’s already gotten two states to change thiss wanted to put in a ruling to effect a law into effect that you can’t hit hit a kid in the classroom. So he’s another person who’s presenting we definitely have other unconventional ones. Teo neil strauss, famous journalist for the rolling stone magazine hey also wrote a book called the game, which is for for ah kind like the bible for how to pick up women he’s b he became the number two pick up artists in the world he was under taken. Under the wing from the by the number one in which for so we could write this book, he wrote this book tremendously successful, and we’re having him talk about how to seduce your donor. Oh, excellent, yes, it is interesting because you can go to a conference here in here from a gazillion fundraisers or consultants on how to fundraise. So we thought, well, how do we approach is from a new direction, you know, it’s about relationships and fund-raising about relationships and why don’t why don’t we have somebody? Who’s, an expert on relationships in a kind of a sexy, offbeat way? Give a talk, you know, to that end so definitely you can go online, see the full roster that we have, and we’ll be adding a couple more between now and the conference in november seventeenth. So, you know, we’re very excited with our ostro’s here, all right, and it’s eighteen to twenty speakers on that first day in november seventeenth and then what’s the second day eighteen okay, so the second day is very not traditional for unconference most conferences have predetermined workshops, you select rich which workshop you want to attend, so between the nine and eleven hour in the morning you could choose between four or five different topics sometimes, you know, i don’t know which one to go. This is very different. This’s calling unconference or open space. The model isn’t isn’t created by us, but it’s something that’s still not heavily adopted in the conference world. We’re basically attendees come no pre assigned agenda no preassigned workshops, they come and basically it’s a new agenda developed by the people who comes. So i get to the room and i say, okay, you know, i’m having problems of my organisation with donor attention or another person comes along and says, i’m trying to get volunteers how do i get volunteers? They come into the room big ballroom, big giant like three m giant post it notes they can write their issue and different a lot of areas in the room, they can post their issue, and then people congregate. Either they have answers, or they might have similar questions, and they can network around those issues. So it’s kind of organized chaos where where they come in and they and they get the solutions that they need andi network on a high level you know, we’ve all been to conferences with networking the conversation khun tend to be very superficial. You know where you’re from when you go on home. What did you have for breakfast? This is networking in its finest form it’s around the issues. And so do you know how many issues will you’ll be able to accommodate what we have? I believe we have the ability to accommodate ten issues at a time we have in the big bar and there’s these ten pillars which kind of create these natural pockets for people to congregate around. And we’re gonna let people post their their issues around these areas. We wanted to be organic. We want people to be ableto get the solutions that they need. And we’re not going to try to put a square. You know peace in a round hole. We want to give them the ability to say this is your programme. This is your agenda. This is your networking event. Get the solutions that you need, not the ones that we think you need. And how many blocks of time do you have allocated, teo? Ten topics per block. So? So basically the you know, the whole of the second day the conference, which actually is at the broad street ballroom, which is about a mile away from the tribeca performing art center, which is on day one, the broad sea ballroom wait, we’re going to be in there from nine a m to one p m and so the first two hours is going to be focused on this this unconference a smile where people can write their issues the second two hours with lunch in between is going to be industry round tables. So if you are in the health, carrie, you know, area of philanthropy or if you’re in education or if you’re in sciences or the arts, whatever it is, you can network with people in your industry so instead of it being a random experience at another, not another conference, you’re able to congregate with other people who are in your areas of expertise and then have these, you know, with these around table captains or hosts from the attendees lead the discussion with that with that round table group in each of the you know areas and the conference is the next-gen charity conference it’s november seventeenth and eighteenth with the second day being an unconference it’s ah, at the tribeca performing arts center on day one and jonah what’s day to where’s the forty, forty one broad street is the broad street ballroom. You could get information about the conference and registration at next-gen charity dot com. And as i said, this show is a proud media sponsor. You have one more thing to absolutely, you know, because you were one of our earlier doctors. Well, you know, we’ve made early adopter discounts available to attendees, which are no longer available because you were an early adopter. We want your audience and your friends and your colleagues to have that early adopter price. So if use the tony radio as a discount code, check out, you’ll take three hundred dollars off the price, which isn’t available to anybody else. Can i block that? Absolutely. Tony radio. Tony radio. Any idea? Check out. Excellent. Thank you, jonah. Thank you very much for being a guest. Andi, i also want to thank hank goldstein next week. It’s going to be year end giving tips. That’s going to be the subject. But i don’t know yet who the guest is. Going to be so if your ah fan of the show on the facebook page, you will find out, but that’s going to the topic next-gen next week, you’re in giving tips, and then scott koegler, our regular tech contributor and the editor of non-profit technology news is going to share the latest in tech for your shop. Keep up with that’s coming up for pete’s sake. Sign up for the insider email lorts on our facebook page. It’s, facebook dot com, of course, and then the name of this show like us click that like button you can listen live or archive you’ve been listening live listen archive it’s on itunes every show is archived there. Find our itunes paige at non-profit radio dot net the creative producer of tony martignetti non-profit radio is claire meyerhoff line producer and the owner of talking alternative broadcasting. His sam liebowitz and our social media is by regina walton of organic social media. 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Nonprofit Radio for October 14, 2011: Giving Beyond The Check: Non-Cash Giving & Proactive Prospect Research

Big Nonprofit Ideas for the Other 95%

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

Tony’s Guests:

Michael King
Michael King: Giving Beyond The Check: Non-Cash Giving

Recorded at the National Conference on Philanthropic Planning last week in San Antonio, Michael King of the National Christian Foundation shares the processes for closing gifts of unusual assets like collectibles, real estate and intellectual property.

Maria Semple
Maria Semple: Proactive Prospect Research

Regular contributor, Maria Semple, The Prospect Finder, follows-up on her last spot by going into greater detail on making your small shop prospect research proactive.

 

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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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Here is a link to the podcast: 063: Non-Cash Giving
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Dahna welcome to tony martignetti non-profit radio for october fourteenth, two thousand eleven your aptly named host. This show is all about and always will be about big non-profit ideas for the other ninety five percent. I hope you were with me last week when it was excel in email execution. My first guest was dave pulis, ceo and chief consultant at granite partners, and he shared five elements of effective email marketing and had tips for list hygiene. I hope your list is practicing safely and then claire meyerhoff, editorial director at the plan giving company and principal of the plant e-giving agency, revealed how to write for email fund-raising so that your message gets opened, read and respond to do this week e-giving beyond the czech non-cash e-giving recorded at the national conference on philanthropic planning last week in san antonio, michael king of the national christian foundation shares the process for closing gift of unusual assets like collectibles, real estate and intellectual property. Then i’ll be joined by maria semple are regular prospect research contributor she’s, the prospect finder and she’s going to follow up on her last time on the show last month by going into greater detail on making your small shop prospect research proactive, and that segment is proactive. Prospect research between the segments. Tony’s take two at roughly thirty two minutes after the hour. The national conference on philanthropic planning, where i was in san antonio last week, i’ll say a little about that, and this week’s block post separate the juice from the pits. A juicer at a restaurant got me thinking about fund-raising i’ll talk about that. We’re live tweeting this show as we always do. The hashtag is non-profit radio all one word to join the conversation with us on twitter. Right now, we take a break, and when we return, it’ll be e-giving beyond the czech non-cash e-giving 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? 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 pompel welcome back, it’s, time now for my pre recorded interview with michael king, taken from the national conference on philanthropic planning, where i was just last week, talking about giving beyond the czech non-cash e-giving and here’s. That interview. Welcome to tony martignetti non-profit radio coverage of the national conference on philanthropic planning in san antonio, texas, were on the river walk in san antonio. And my guest right now is michael king, with the national christian foundation in alphabet of georgia. His seminar topic is giving beyond the check launching generosity with non-cash e-giving michael. Welcome to the show. Thank you, tony. Good to be here. A pleasure to have you. You you point out something interesting in your seminar description that most gif ts are cash but that’s not most of the assets that people hold. Why don’t you describe those numbers? Stores? Yeah. It’s. Very interesting. If you look at all of the charitable giving that is done in our country each year about three hundred billion over eighty percent of that giving is simply done in the form of cash. And of the remaining twenty percent. A lot of that is given in the form of maybe marketable securities war, household goods that are dropped off at the salvation army, your goodwill. And yet if you look at the composition of wealth in the nation, cash represents less than ten percent of what people own go. And so there’s this small pond that everyone is kind of fishing out of when there’s this ocean of additional opportunity that oftentimes just doesn’t come on to the radar screen of most charity he’s or donors or advisors. Now can non-cash gif ts be appropriate for small and midsize charities? It can be absolute, even in some of the, you know, the smallest charities that exist in local communities. It’s not unusual for them, tow have at least some, you know, wealthy, influential folks that might serve on their board or support their organization. A lot of ah gifting in this area that is that that could be a great opportunity is closely held business interests. And so even for some organizations that hold annual events, you know, oftentimes they’ll have businesses that will sponsor those events. And so right, there is a source of potential opportunity or folks that maybe interested for receptive e-giving interest in their business and probably have never even contemplated. And what about those again for the small midsize shop, the complexity? How would we’ll deal with some of the exact, you know, different types of assets, but sure, just generally these do require some expertise. How it’s too small a midsize shop to do about that? Yeah, that’s a good point, and i would even say there’s, no question there’s significant complexity to gifts of these these assets there can be no technical complexities, rial challenges in terms of liability that an organization might be subject to, so not only with small and midsize organizations, but even a lot of large organizations simply lack the manpower, expertise, knowledge to really facilitate these gifts in a meaningful way from my experience, there’s really only a handful of organizations that have a deep expertise in this realm, but a number of them are organized in such a way, often times they use a donor advised funds platform because some of the greatest benefits are able to be secured by that type of a structure. And so they do a lot of work with small, medium sized large organizations basically serving as a middleman so that those organizations don’t have to secure the full breath of that knowledge and expertise. Ok, but if they see opportunities, they can partner with some of these other organisations that will do much of that work while still directing those ultimate proceeds to that particular charity, how does the donor advised funds? Work? Well, the donor advised fundez in the context of charitable entities generally is probably the newest concept. Even though it’s been around since the nineteen twenties, it really wasn’t until the nineties, when the donor advised fund really kind of took off. People became very familiar with it. Much of that was facilitated by fidelity mutual fund company and so as more and more people have experienced this it’s really become one on opportunity for individuals with more modest means tohave, a charitable entity somewhat similar, very similar to a private foundation, without all the headaches and and hassles of dealing with a lot of the rules that apply there. But then, even for wealthy families, we have more and more families that are using the donor advised funds has an enhanced alternatives to a private foundation, michael white. Why is the donor advised funds more suitable for these types of non-cash gifts that we’re talking about yet, particularly when we’re dealing with non-cash assets? The nature of the charitable entity is of critical importance, and the reason for that is the deduction limitations that apply to a private foundation versus a public charity status like a donor advised funds sponsor. And so if you were to give appreciated assets other than marketable securities to a private foundation, the givers deduction would be limited to the lesser of the fair market value or basis. And so, therefore, if you have a business interest or a realist, a piece of real estate that was highly appreciated or depreciated for time. Jack purposes, you would only get a deduction for whatever basis you had on that basis is generally the caught your tax cost. It could be different if you earned it. If you got the asset through. Ah, requesting a will, but it’s, generally your tax cost in the in the asset, right, that’s correct. So you could end up. Your point is you can end up with a deduction that would be much lower then the fair market value. I mean, you’re much, much lower. Exactly. So take the take the situation, tony of a privately owned business. No, probably the common scenario is if a business is successful, it probably started in somebody’s garage or with moderate means and has little to no basis at all. So in those context, a private foundation is wholly ineffective in making gifts of that nature. But a donor advised funds or other public charity status entity will receive a full, fair market value deduction. And i think this distinction between this these these two entities is why so many opportunities in this realm are missed is because typically when somebody’s working charity or in advisors working with a wealthy family on they have a generous heart almost by default. We all think, oh, they need a private foundation. And if we’re working in the context of a private foundation, generally, these types of assets just aren’t appropriate. They won’t really leverage the tax benefits that they can if we’re using a donor advised funds or another five public charity status organization. So then a savvy gift planner at at a charity would recommend the donor advised funds over the private foundation for the reasons you describe it e-giving ending, ending the ending, the ending, you’re listening to the talking, alternate network, things getting thinking. 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, that’s to one to seven to 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. 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. 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 christine cronin, president of n y charities. Dahna you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Durney are there other vehicles methods of of giving that are not directly to the charity that are that are more suitable for these types of assets? I would say. Generally, the structure of the donor advised funds provides the greatest flexibility. But even in the context of business interest in real estate, they can certainly be combined with split interest arrangements like charitable remainder trust, charitable gift annuities, charitable lead trusts, the complexity in that context mounts. But there could be some real advantages to incorporating those split interest arrangements in conjunction with non-cash assets as well. Okay, is a is a small or mid size shop likely tto find maybe expertise that could help with this on their board? Oh, and or let me put it differently, cause that’s obviously gonna vary by board aboard that’s, not that’s. Not well put what types of expertise might be required if if that that the charity would need if if the donor wasn’t interested in a donor, advised funds or for whatever reason, it wasn’t going to pursue that route. What types of expertise are needed? Yeah, the, you know, certainly a competent charitable in a state planning attorney and a very competent now. Is that for the representing the charity or you mean represented donor or one on each side? Yeah, i mean, theoretically, you could have one on each side, but to have somebody with just that the general knowledge to teo be ableto lay out a road map of hay here, the different issues we need to think through here the different structure and planning opportunities. It’s generally going tto be helpful toe have somebody with some fairly deep knowledge. From a technical standpoint, you did mention the board, and certainly the board can be ineffective. Resource, probably more so from the standpoint of identifying opportunities. Ok, ok, other expertise besides the person well steeped in the internal revenue code, who understands the implications of charitable giving? Yeah, not really. I mean on, especially if you if if you’re partnering with one of these organizations that does work in this area donorsearch vise fun platter, they typically have a pretty pretty significant breath of expertise. They’ll have accountants. Attorneys, though, of course, have the administrative folks that manage and maintain the donor advised funds platform. Yeah, i was thinking more of the charity that has a donor that doesn’t want to go, the donor advised funds away can’t go because you can’t afford or is not just doesn’t want to do the private foundation. What sort of what infrastructure does the charity need to have in place in terms of expertise before they can start talking to donors about these non-cash gift? Well, yeah, that’s a good question. Yeah, they certainly would benefit from having on the charity side on attorney your accountant well versed in these issues because the reality is those organizations, if they’re a standard five oh one c three public charity can take these assets in his well, so they don’t have the negative tax implications that the private foundation does, so they could certainly take these assets in themselves. They have the benefits that they be ableto provide to the families that they work with, and then it really would just be a matter of them being educated enough to be able to articulate the opportunities to the families that they’re working with. And then clearly those families are going to need to be represented also correct, these are very complex a cz you’ve mentioned transactions that khun involve the internal revenue code. Very d deeply, the person’s a state plan, et cetera. All right, yeah. So particularly in these in this type of planning, we always highly, highly encourage families to really involve their advisor team because of the complexity of those issues. And, you know, even if you have, ah charity that knows the family very well because of the technical issues that arise here, you know, there may be aspects of their business minute details that you know, they’re just not going to know that their attorney accountant might know, but it could be very important to the overall planning. What’s your advice about bringing in family members, let’s assume it’s, a husband and wife couple, they’re in their seventies. What about bringing in the children in that example, but could be other family members in a different example? Yeah, i think. It’s it’s, it’s i think it’s always great to involve children, grandchildren in charitable planning and endeavours to the greatest extent possible now, interestingly, when particularly when we’re dealing with family owned businesses. There’s a lot of planning that takes place in this charitable context that also involves succession planning within the family, so we will create structures. Where somebody might give interest in their business. Oh, and then ultimately, at some point, those interests are purchased from the children or a trust for their benefit and really serve as a mechanism or a component of the families ofthe overall succession plan, and by doing that, we can leverage not only family wealth transfer but charitable benefits as well. Aren’t we also minimizing the likelihood of any kind of a challenge to the gift if we if we inform and bring in other family members, so this is not a surprise to them, it can be depending on, you know, the the owner’s involved with a particular asset or business, even if they’re not family members. You know, if a charity all of a sudden becomes a shareholder in a business that can have impact and and raise issues for other shareholders, typically they’re not significant issues. I mean, generally speaking, the charity just simply becomes an additional shareholder to the organization. A lot of times, the family business is that we’re working with maybe owned holy in the family, just mom or dad or maybe some of the kids, but particularly when you get outside of that. And you might have nonreligious shareholders. They need to be aware of those implications and don’t always have the same objectives. So sometimes planning that might work well in a family contacts might not be applicable for somebody that has a business and they own it with non family. Were non related members let’s shift focus a little bit to the my voice is cracked sixteen years old to the er with a lot of gray hair to the different types of assets. What? Aside from cash and then appreciated securities or stock? What? What do we see as the the next or the most popular type of gift outside those arenas? Yeah, well, i think if you look at the three largest asset types in terms of the wealth composition in our country, they would be marketable securities, privately owned businesses in real estate, so that’s going to comprise the vast majority of wealth in the country. But there’s also lots of other types of assets. Intellectual property, collectibles, life insurance, oil and gas interests. Individual retirement accounts, there’s a lot of different assets that can provide leverage tax benefits as opposed to giving simply in the form of cash. In fact, a lot of times tony will say that there’s a lot of families that if they give chaired, give charitably in their generous, we suggest to them that it’s possible they should never make another cash gift in their life because these other asset type gifts non-cash asset yes, generally provide leverage, benefits. And so, as opposed to just simply capturing a charitable deduction, we might be able to get not only a charitable deduction, but we might be able to avoid capital gains tax. We might be able to secure income from that asset that will be exempt from tax so there’s typically kind of double or even triple benefits that can be captured with these other non-cash assets. So the families have a lot of those assets we say hey, yousa donor advised funds and use that as a storehouse so that you’re able to use these other assets when they’re converted to cash. Then give the cash out of the donor advised funds because you’re always able to leverage typically the tax benefits in that context. Let’s, look at the intellectual property gift. What are what are concerns there, let’s? Just say hypothetically, a donor comes in. She has authored some textbooks. Let’s say she has some physical books. Maybe she has let’s say a thousand books. She wants to give the books about that. Make it a school. So there’s some use for that and then. But then also she wants to give the intellectual property rights or copyright and whatever flows from that. What? What? What? What is the charity? Start asking? Where does it begin with that? To get that conversation started? Yeah, it’s. Interesting. Because there are numerous types of intellectual property patents, copyrights, trademarks, even things that we might not typically think of as an asset, like a process or a nohow that would fall into this category. So you specifically mentioned copyrights? Copyrights are kind of an interesting thing because there’s a unique rule that says, if you actually created the copyright, you are the author. You’re not going to be able to secure a charitable deduction for that just part of the rules. Now, if i had a copyright that i purchased from somebody else and all of a sudden it’s worth a lot of money, i purr argast you know the song writes of the beatles and then it appreciated in value, and i gave that away. I could secure a full, fair market value deduction so typically in a copyright situation, whether with an author or perhaps a musician, the primary objective or benefit there is once that asset is gifted, the royalty income that is produced from that asset escapes taxation with respect to the charity completely. So think about, you know, a major author, somebody that sold a book and is literally made multiple millions of dollars from that book if they’re in a position where they say, gee, i really don’t need all this income, they could give all or a portion of the copyright to that book, and then the royalty income that is then collected would go pro radha to the charity, and all of that income would escape taxation completely. Okay. And there’s still no deduction for the author who is the creator of the work? Correct for the continuing royalties? Yes. That’s correct. There’s there’s. No additional deduction now, let’s, let’s. Shift to a patent situation. Let’s say there’s something that somebody was able to patton the rules that apply there are that upon initial gift of that. Asset, the deduction that the giver will receive will be the lesser of fair market value or basis. Okay, we hear that again said that before you now there’s a special rule, though, that says for the next ten years you may be able to secure additional charitable deductions based on the royalty income that the charity actually receives. Oh, so different fromthe copyright example, we just had exactly. Yeah, and the reason they did this, tony, was they had i guess there were some people that were giving intellectual property rights that at least theoretically had some value, so they were getting a charitable deduction, but they weren’t really generating any income or usable cash that the charity could use. So they changed the rules and said, we’re not going to give you a big deduction up front. But if it is an asset that does, in fact, produce cash and benefits, charity will allow you charitable deductions for future years based on that, that income stream that the charity receives and the structure is kind of a sliding scale. So for the first two years, whatever the royalty income was that was collected, the giver would get one. Hundred percent deduction for that. Okay, and then it go ninety percent nineteen, seventy until it fades away. Okay. Okay. And the charity? Of course, khun still continue to get the royalty income for decades. It’s just that there won’t be a deduction for the donor. Exactly. Exactly. Yeah, and i think in some context, you know, you think about some of the top authors out there. I’m not sure a lot of people completely understand or know how much revenue is generated from some of these books, but like the second best selling book of all time after the bible is rick warren’s a purpose driven life or the purpose driven life that book generated over fifty million dollars in royalty income and, you know, some of the political books barack obama, sarah palin oftentimes those books generated as much as ten million dollars or more in revenue, so you could see that if somebody has somebody someone that says g i don’t i don’t need all of that. I don’t need all that tend this kind of a windfall. I never dreamed that i’d write a book in it have this windfall there’s some phenomenal opportunities to really benefit charitable organizations in an incredible way. I think you said earlier that donor could give a portion of the royalties. Correct. Is that right? Okay. Yeah. There’s an issue there that you have to be very careful about. Because there’s a roller concept referred to as the partial interest rules, which basically says, if you give just a part of an asset that you own, you’re not going to get a charitable deduction, you have to give the entire interest and that can come into play here if somebody were to say, hey, i have this patent i want to retain the patent, but i want to give to charity a royalty stream. You can’t do that and secure charitable deduction. You would have to give a portion of both the patent itself, along with the royalty income that attach is to that. But even that portion is sufficient. Yes. Yeah. Sounds to me like the portion would be partial. Yeah. It’s, it’s, it’s. A bit confusing. Really? Get into some technicalities here, but you’re able to give an undivided interest of the hole. So if you give a twenty percent interest in both the patent and the associate id royalty string that doesn’t run afoul of these partial interest rules, although typically we would think justin regular definitions that, well, that’s a partial interests. But for purposes of the tax code, partial interest is not defined in a way that would include that type of construction. We’re seeing a very good example of what we talked about earlier in terms of the charity being properly advised with someone who has this knowledge and expertise because to the layperson, twenty percent is partial, right? It’s. Exactly. Right. Okay, but it’s not in the internal revenue code. And so when you have that need for expertise, we have just about a minute left. Or so we got into a lot of detail about intellectual property. Uh, if someone is approached about closely held business interest, really, as i said, just about a minute. What? What do they need to do? Tow? Just continue that conversation. What are they thinking about? The threshold? Yeah. There’s. Really? Two context. Big picture context. Where opportunities air created with a closely held business interest one is, if they’re expecting a sail on the near term horizon, they would simply give a portion of that. Business before the sale occurs, and therefore, in addition to getting the charitable deduction, they would also be able to avoid or at least reduced dramatically, the capital gains tax that would otherwise apply upon sale. So that’s one context the other contacts is when there isn’t a sail on the horizon, they want to give a business interest, and it may be held for years. There are opportunities there to give relatively small interests in the business on an annual basis to maximize the annual charitable deductions. So in other words, they capture significant tax benefits but are only e-giving small interest in their business. A lot of families will do this every year. The deduction thresholds under our tax code, our extraordinarily generous all of us could give up the fifty percent of our income in the form of cash and get a deduction. And if we’re dealing with a non-cash asset, we could deduct up to thirty percent of our income, but most people come not even close to capturing those full benefits, so lots of opportunities in that context, we have to leave it there. Michael king is with the national christian foundation in alphabet a georgia michael’s. A pleasure having you as a guest. Thanks, tony. Good to be here, my privilege. We’ve been talking about giving beyond the czech launching generosity with non-cash e-giving, and you’re listening to tony martignetti non-profit radio coverage of the national conference on philanthropic planning in san antonio two thousand eleven. That was my pre recorded interview with michael king, my thanks to him and the folks at the national conference on philanthropic planning. Right now, we’re going to take a break, then tony’s, take two and after that proactive prospect research with maria simple, so stay with us. 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 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 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, stopped 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 answer. 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! Dahna hi there. Welcome back. Time for tony’s. Take two. Always at roughly thirty two minutes after the hour. So, as you heard in the first segment, i was in san antonio last week for the national conference on philanthropic planning. Recorded eighteen interviews in the two days that we were on the exhibit hall floor. There was a lot of buzz got a lot of buzz around the show and people would stop and watch the interviews. I was doing them, but i got a lot of great content for the show, and i’ll be playing those over the next coming months. Those eighteen interviews. My thanks to the conference organizers that worked out very well for for us and for the show. I think for them, i mean, and for the show and my block post this week is separate the juice from the pits. I was looking at a juicer in a restaurant here in the city a while ago, and it just got me thinking about, um, separating valuable work and necessary things that we have to do from the distractions that we can either take on ourselves or have foisted on us. And it got me. Thinking about fundraisers doing that so fundraisers, if you are engaged in things that you think are a distraction from your principal job and the things you hopefully enjoyed doing the most, which is meeting people, then take a look at those things that distracting you critically and try to get out from underneath a mme i’m thinking it might be administrative responsibilities that a boy a boss gives you that aren’t directly related to fund-raising could also be professional association, that committee work that you take on. Um, look at these things critically and see if there really supporting you in your primary job and if they’re not. If you feel like they’re keeping you away from that or distraction, try teo extricate yourself from them so that you can spend more time doing the things that you really love and that are your primary responsibility. And that is my block post this week again, the post is separate the juice from the pits, my blog’s that m p g a d v dot com and that is tony’s take two for friday, october fourteenth. Very pleased now tohave back-up maria semple maria is the prospect finder you’ll find her at the prospect finder dot com and she’s, the author of panning for gold hae networth prospects. Now, maria, welcome. Good to have you back. Thanks, county. Thanks for having me, it’s. A pleasure as always. S so we’re talking about proactive prospect research following up on what we talked about last month for small shops. Why is it just remind people why is it better to be proactive than just reactive? Well, if you could set aside some time in your development cycle, maybe some laws or even if you could get a disciplined is putting some time on the calendar at least once a month to do some proactive prospecting. It will continually generate a new pool of people. I guess in a sales world they would call it, you know, filling your funnel with prospects. And so if you could kind of have that mindset is always being in a mode of trying to connect with new people. It was going to help your your non-profit organization tremendously. As with any initiative, that’s knew we look to the board initial t get started. Is that right? I think that would be a good idea if you can harness your boardmember to bring to the table perhaps three new names to start on. We’re talking about people who could be potentially major gift prospects for the organisation, right and that’s, however, they define major e-giving right, exactly, and that does very greatly non-profits provoc some places that maybe a thousand dollars in other places that maybe twenty five thousand, right, exactly. Okay, so we’re asking each boardmember for two to three people is that if they can bring those names to the table and then you can research them a little bit further and then devised some sort of perhaps the cultivation event to start engaging some of these additional people for your non-profit so this is a way to involve board members in the development cycle, even if they’re not directly involved in the ask if they can at least get involved in the identification phase of the development cycle, that would be really helpful for you. Okay, wait delegating this to a specific committee on the board, or we’re asking the board at large well, again here, it depends on the size of the non-profit if you have a separate development committee, that would be great to delegate that taft to them, but if you don’t have the committee, i would involve the entire board having them understand that. You know, the goal here is to increase the major gift pool of prospect, okay? And you suggested that then there then be some kind of a follow-up event to invite new people, i presume we could ask a boardmember tau host that event or we could do something different? Yes, you could definitely have it at a boardmember home, or you could have it at your non-profit organization again here, depending on the type of non-profit you have, if you have something going on at your organization that you really want to showcase, maybe you have a stellar charter school or daycare center, so we might make sense to have more of a breakfast type event prior to the opening of the location. And then once the location is spilling over into the time slot, perhaps when the location is open so that you can then give people some guided tours through the facility and they can get a real sense of what this places like when it’s buzzing with kids, you know, so it really depends on the non-profit but it works really well to have a small, intimate gathering in a boardmember homos well and remember it’s a cultivation event, it’s not an ask event. So the ask does not happen at the event you’re there to inform latto really, you know, come across with the passion for the organization on keep it to the time slot that you have indicated to people that the event will take place when you talk to boards about this, what do you asking them to look for him? And i understand it’s ah, major give prospect. But how did they how did the board members individually try toe identify the right people. Teo, get there there two or three each? Okay, well, if they don’t personally know some people who fall into that category, they maybe only several degrees separated away from some of those people. One way would be for them to kind of be your ambassadors in helping you to continually can the newspapers, for example, of the who’s who in your community who’s getting involved in other large non-profits who is committed to perhaps some similar types of non-profits and whether they’re subscribing to the hard copy of the newspapers, or they’re assisting you by doing some targeted searches, your local libraries will have access to your local papers and a search functionality of art to search the archives and and toe look at daily copies of the newspapers online, so if they’re willing to at least get involved in that, or perhaps be willing to help you by setting up some google alert regarding where your community might be coming up named on specific pages of google websites and so forth, that might be really helpful to you in terms of trying to bring new names a light yes, so you can delegate some of what you might think you have to do you as the executive director or the development director might feel that you have to take on some of this could be delegated teo to some board members? Absolutely, especially if you have a boardmember who is really internet savvy? This would be a great task to delegate to them. This is going to be something that they’re going to be seeing feeling very comfortable about doing it’s going to be something very simple, they’ll understand what it is. You’re looking for and they will, people altum just really simply set up these types of searches for themselves and it’s going to help you in killing your prospect pipeline let’s talk a little about actually approaching the people, so now let’s, take a step back, let’s go to the board members, the people that they know personally, so not yet looking at newspapers or other publications, but the people they know personally, what do you train board members to say to the people that they want to invite to the types of events for talking about? First of all, i think that the passion and commitment for their organization must really come through, so they are ambassadors for the non-profit so their enthusiasm, their reasons for joining your organization and being committed to it and hopefully by the way committed is not only in time that money as well, so they shouldn’t be asking somebody to come to the table and learn more about the organization if they haven’t financially commited at whatever level they’re able to do for that organization so they may approach them by saying, you know what? I have this organization i’m involved with you. May have heard me talk about it. X, y. Z non-profit i’m really committed to this organization. You and i have talked in the past about how important it is to solve this specific problem in our communities. I’d love for you to come out and learn a little bit more about what we’re doing to solve this problem and see if it resonates with you, there won’t be an ass. We will not ask you for money that evening, but we’d like for you to just take some time out of your scheduled to come out and learn more, and you have to recognize to that this is often an exchange, some people we’ll invite their friends to the organizations that there supporting and then the expectation is that those friends air probably going to do the same. So as an executive director of darryl development director, you understand, understand that you’re not asking somebody to do something that isn’t that isn’t all that common, right? It’s probably already being asked of the boardmember, you know, on the other side as you just presented, so yeah, absolutely there these people are probably very accustomed to attending events that their friends have invited them to, um what about so now? Going beyond what you were starting refer to local newspapers, you might look at who other charities are cultivating and working with in those in those newspapers. Yeah, so you might if you are a a local organization. Let’s say, your your mission is health care related, but you see, or perhaps a small local community health center, it might be interesting to take a look at who some of the major donors are supporting the larger regional hospitals in the area and other health, larger health initiatives. If you have any major presence of cancer societies or association heart association, american heart association, so something like that might be useful for you as well. You can do that by prospecting the websites of those organizations or calling them for their annual report. Um, there are some sea bass resource is that do compile thiss type of information. All name two of them off the top of my head nose and see a we’ve talked about that one before knows, and then also i wave dot com has a list of donors that air captain. All this information, though, is really pulled from annual report, so if you are very localized in your mission and your geographic scope, that might be overkill, but if you’re you know, you could just contact the local non-profits directly to try and compiled some of those nameless and in just a minute or so that we have left before a break, how would the organization contact these types of people who we don’t have a relationship with what we found the ways you’re describing, best thing would be to bring those names to the light of the board members again here the ambassador is your organization. So before any direct outreach is made, see if there’s any way to get a warm introduction to any of these individuals, um and lengthen might even be a tool to help you in that regard. To find out how many degrees you may be separated from someone or see, the board is willing to run some of these names through their own lincoln accounts to see how many degrees they may be separated. So that’s a terrific tool for you to use and it’s a free tool. Your suggestion about asking boardmember xyz that’s sounds like literally you give them a list of names of potential prospects that that the organization has found and asking, what do you know them? Do you know anybody who knows them, that kind of thing, right? You’re proactively bringing names to the table that they should be littering as away. You know, how can we gain entree to these individuals? These are people who care about this particular cause in our community. Is there any way we can? What is the path to this individual? Is there any way you can help lead us there? We have to take a break. I’m talking to maria simple, the prospect finder, and after this break, we’ll continue. So stay with us. Talking alternative radio, twenty four hours a day. 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 huntress people be better business people. This is tony martignetti aptly 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 friday’s one to two eastern on talking alternative broadcast 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 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, magnify your brand exposure and enhance your current marketing effort. 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 one one media dot com talking. If you have big ideas but an average budget, tune into tony martignetti non-profit radio for ideas you can use. I do. I’m dr robert panna, author of the non-profit outcomes toolbox. Welcome back and we’re talking to the prospect finder maria simple, our regular prospect research contributor samaria we’ve identified these people what’s the what’s the best way to start tio reach out to them should it be the people who we don’t have close relationships with by letter or by phone call or yeah, you might want to make sure that you at least add them into your database, so they start getting invitations to upcoming events that you might be hosting. Um, if you have, uh, if you have some way reaching out to them individually again here, you know, if you’re short staffed that’s going to be very difficult to be able to do, but at the very minimum, if you can at least get maybe even an intern to help start, get gathering information and even looking up their addresses on something like a four one one dot com or switchboard dot com free directory. Also, there are directories that you can look up information related to property assessments. So of course, there you’ll be able to get the name and address of individuals who live in your specific towns. So there are some free sites to go to to get that information as well. If you’re having trouble getting address, what are what are a couple of those free from one of the areas and this is probably available in most states here in new jersey, where i’m based use website called my central jersey dot com, which is actually a compilation of several newspapers in the state, and they have a link on their website called data universe and within data universities brought together a bunch of different public records. Database is one of them have to do with property records, so that is a really neat way to get into the property. Record databases it’s really easy to search you. You start with the county and then focus it down by town. And then you can either input the name of the street or in put the name of an individual auntie where their addresses in that specific town so that’s a free resource for you to be able to use it sounds like this prospect review work is something that’s ongoing. We don’t just do it once a year or something, right? I would recommend that they that they do it on going. As well on dh, you know, want one area that i did want to focus on today as well. Tony is not to overlook the successful business owners in the community, and here there are some very easy ways to be able to track what’s going on with successful businesses. And unfortunately, the press these days seems to really focus so much on the negative. How much is not going well in in thie economy to business markets, etcetera. But there are some companies that are doing okay, so if you are able to track and get subscriptions to or at least access daily online, the business publication that covers your state here in new jersey, it’s uh, nj biz new york city has crane’s new york. So whatever that business publication is that covers your state subscribed to it, and i even get daily alert from nj dot com that pushes information out to me on a daily basis of what’s going on. You need to get into a mindset of keeping up with what’s going on in the community. I don’t know how many of your listeners have read the millionaire next store, but a lot of the people that are profiled in that book are successful, self made business owners. So for those of you who have non-profit boards that really want to focus on let’s, just reach out to the big local corporations in the area. I’m not saying don’t do that, but it might be just as easy or easier to focus on where are the overlooked, successful business owners that are in businesses that are not getting a lot of press but yet are very successful. So the millionaire next store is really great for helping you identify what some of those businesses might look like. Um, also, publications such as nj biz will compile annually what they call their book of list and again all the business major business publications do this. This book of lists will profile for you, say, the top fifty accounting firms engineering firms. You know all these different sectors and gives you contact information. Full contact info who’s. Running the company, etcetera. There is very little distinction between who’s running the company. You know, the business owner on these private businesses and the business themselves. So your approach might either be to the business or to the individual. But either way, you’re really getting to the same person you mentioned the alerts that nj biz offers and you’ve mentioned earlier today and another times to the google alerts. I mean, these are all great free resource is that used to be what we would call clipping services, right? Absolutely, absolutely, i have free alert set up through google, so that information is pushed to me on a daily basis. So for example, i’m really interested in keeping up with what is going on in the prospect, a research arena. I’m also very interested in knowing what’s going on in the high network arena, so i actually have google alerts set up on the phrase prospect research on the phrase hi network, google goes out daily minds the internet for where those phrases are mentioned on websites or blog’s or news articles, etcetera magazines pushes the links to me, and then i can peruse them very quickly and determine which ones of those are very interesting for me to take a look at more and more in depth, so again, it it enables you to put something on autopilot whenever you have that chance to do that, please do. It just in the minute or so that we have left before we have to wrap up. There are ways of looking for family foundations that may be local to the community also, right? Right? Absolutely. So there are free resources and fi based resources to be able to do this. You can do it through your local foundation center. Cooperating collection. You’ll have the database available there. Ah, foundation search dot com is a sea bass to resource for you to be able to do this as well. And guide star guidestar dot org’s. So if you have your own non-profit listed with guide star, you could have access to their premium level of searching for free. Actually, if you help to maintain your own non-profits dahna status and presence on guide star so it has a double benefit there. So there are definitely some ways for you to start prospecting for family foundations, the’s air people taking philanthropy to another level on i highly recommend that you consider looking at this pool of individuals. Well, maria semple is our regular prospect research contributor. You will find her at the prospect finder dot com she’s also the author of panning for gold find high net worth prospects now she’ll be with us again next month. Maria, thank you very much. Thank you again for having me, tony. Always upleaf. Thank you. You always a pleasure. Bye. Now. I want to thank maria semple. And also thank michael king and the folks at national conference on philanthropic planning for all their accommodations when we were on the exhibit floor at their conference in san antonio last week. Next week. So you want to be a consultant guest, hank goldstein and i talked about the ins and outs the ups and downs of making a career move to non-profit consultant. And we’ll have jonah helper and ari team in in the studio with me to talk about next year’s or this year’s. Sorry. This year’s next-gen charity conference it’s next month in november. There the conference co founders and this show is a media sponsor for the conference. Keep up with what’s coming up for pete’s sake. Please sign a province. Cider email alerts go to the facebook page. You know where to find facebook, then just searched the name of this show. 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Nonprofit Radio for October 7, 2011: Excel in Email Execution

Big Nonprofit Ideas for the Other 95%

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

This is a rebroadcast of Nonprofit Radio from April 8, 2011.

Tony’s Guests:

Dave Poulos, Principal of Granite Partners, will share 5 Elements of Effective Email Marketing and have tips for list hygiene.

  • Are you getting the most out of email?
  • Is your list hygienic and only engaging in safe practices?


 
Claire Meyerhoff is Editorial Director at The Planned Giving Company. She will reveal how to write for email fundraising, so your messages get opened, read and responded to.

 

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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Durney welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host last week on the april fool’s edition, it was ask awareness for small shops that was with amy eisenstein. She’s, the author of fifty, asks in fifty weeks, and she shared lots of valuable insights for opening up relationships, identifying prospects, cultivating and soliciting all for small development shops. In fact, one of our listeners posted to the facebook page that it was the best hour she spent all week last week. I appreciate that this week we excel in email execution, it’s going to be dave pulis davis principle of granite partners and he’s going to share five elements of effective email marketing and also have other tips about list hygiene. Are you getting the most out of your e mail? How do you develop an email list if you don’t have one? Is your list hygienic and only engaging in safe practises? Also claire meyerhoff claire is editorial director at the plant e-giving company, and she is this show’s creative producer claire’s going to reveal how to write for email fund-raising so that your messages get opened rid. And responded to so we’re all about email in this hour between my guests, it’s tony’s, take two at roughly thirty two minutes into the hour, and this week on tony’s, take two five ways to be a planned e-giving evangelist or an evangelist for whatever it is that you love doing that’s on tony’s, take two. So we’re all about email this week. After this break, i’ll be joined by dave pulis and where we’ll get started with our excel in email execution show. Stay with me. Did the shooting getting ding, ding, ding, ding? You’re listening to the talking, alternate network waiting to get in. Good. Cubine 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. 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. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to tony martignetti non-profit radio were all about email today, and i’m joined now by dave pulis. Dave, how you doing? Good morning. Thanks for having me, it’s my pleasure to have you welcome. Dave is the ceo and chief consultant of granite partners, which you’ll find out granite hyphen, part p a r t dot com he has been creating successful marketing programs for clients, mostly in the washington d c metro area for over twenty five years, and i’m very glad that his work and his expertise in email marketing specifically bring him to the show. Welcome again, dave, thank you, david. What does somebody do if they don’t have an email list to get started with him as well? Talk about building the list before we talk about what to do with it. Uh, there are a number of approaches that depends on what situation you’re in. If you’re looking for consumers, there are off a lot of ways to build a consumer list. Um, one of the more prominent and more recently evolved is the social media. You can use social media to evolve yourself into an e mail list based on friendster, facebook twitter followers linked in connections those kind of things can all be gathered and uses a colonel for a personal sort of networking list that you can use to promote whatever business you’re in. Okay, we’re non-profits fundraisers, it’s a little more complicated. Okay, well, that’s let’s deal with complicated cause. Our audience is small and midsize non-profit so that’s that’s where we want to be how should they go about it if they have a list of people who have been supporting them? Maybe just for a couple of years, maybe for many years, but they don’t have email lists. Uh, probably the first thing to do is make sure you have permission to communicate with their members are builders. They say something. Do you have a least an address for them? Send him a postcard asked him to send you back their email address. In response, you’ll give them some sort of data special report or a copy of research or something the value to them in response in return for them giving up their email. Okay, so use their their physical address to get their email address or okay on your website if the organization has a website. And you simply ask visitor’s log in before they can access certain pieces of it or certain information that they need include a lot to give them your e mail address. In that way, you can collect it and use it for later. Okay, so maybe not to get to your home page, but to get to some deeper content on your site. You mean then then there’s ah, little there’s an access that requires email address that’s one good way to do it. Because you’re making sure that it’s not just a casual visitor, you’re having themselves collect by their level of interest. Okay, okay. What’s, what you would end up doing if you if you put it on the front of the home page, you’re going to get every tom, dick and harry that entered that in the search. They wanted to see the front page and make sure they got to the right spot. See if there’s anything of interest there at all, you make them register, you get their email address, you send out e mails. You wasted all that time, money and effort to maintain the list. And they have no interest in on what you’re offering right? Ok? Or you might even just turn people off who might have an interest, but they said just to see the home page, i have to sign in, right? Right, you’re going to get some abandonment issues, they’re for your for your web page as well, and there are people that have a legitimate reason to see your front page and can use the information, but that you don’t want to write. I love how you call it abandonment. I’m not going to put you in jargon jail for that way have jog in jail here on tony martignetti non-profit but i already know you. I said it and then you called it abandonment. I just love the you know everybody every every business has its has its language. So abandonment issues. Yes, of your plus, if you know if you having spouse problems, that could be an abandonment issue. But we’re not going that deep again. That’s a different show that’s ahold of yes that’s a whole different person. Um, abandon ministers? Yes. Alright. What about what about events? And if you’re hosting an event, maybe just put post cards on the table at the events or something like that. Anytime you’re gathering an environment where you have potential donors or potential participants, you want to make sure you’re gathering, collecting email addresses, okay, people importing them on their business cards. It’s a good way to start raffles contest, even offering as i do on my website content in exchange for the information we talked about it buying, offering by mail some sort of special report i offer electronically a report on my website and i forced people to give me their email address, so i consented to them. Okay, electronically and it’s, a much fairer trade and people who are looking for something to read like to receive free reading material and return. It makes a lot of that now. Will people see that example on the site that i gave the girl to granite hyphen p a r t dot com they will there’s a new report there on how engaged customers on the left hand column. If you click there, you’ll be able to download on a free pdf of a report guard through some research. We did a little while ago about how to engage customers. Also have tto log in. To give me your email address, i can send it to you, you’ll get a response back that tells you yes, we received your order, and if you like anything else, please let us know, and you’ll also get a confirmation of the fact that you received the order and a questionnaire about whether you like it or not. Okay, so i assume those are all the best practices because you’re doing them for your business, it’s all automatic. I don’t have to do a dog gone thing, and it makes people connected to me much better and gives them a lot more opportunity to give me feedback on the information. And unless they collect their name without creating too much of a problem with their identity and something you alluded to in that description of the way you’re recommending things go about o r non-profits go about building this list is having permission. What? What is what is permission? Marketing and how do we get permission? Permission marketing is a critical step in producing effective push down marketing. What you’re essentially doing is letting people to give you their permission to market to them. And that does two things. One engages their level of interest and let them self select what they want to receive. Two it also tell you how they want to receive it by medium, he opted in is a way of gathering permission marketing. If you send out an e mail to all your members, say ifyou’re non-profit membership organization and say, we’re updating our record, we’d like to give you would like you to give us your email address so we can communicate with you that way. Check the following boxes about what’s appropriate what the best address to use is if we have this information correct listed below. Check that and we’ll keep that. And also, if you do not like to receive anything from us, check the box below to opt out, so opt in permission has sort of past it if you give them an opt out option it’s a little less over on a lot of people to sort of ignore it, which gives you sort of tacit permission to market to them. But the trick is they’ve given you the information and are allowing you to market to them directly without being directly at fort alright, and then you as the e mailer as the non-profit have a responsibility to honor all those selections that the person has made. Absolutely. And if you don’t honor them, your reputation with that person and in general, gets tarnished to the point where it’s almost unusable, and we’ll go into that a little further with, with the a little later on. Ok, we’re going to take a break right now. My guest is dave polish. We’re talking about excellence in email, execution, stay with us, talking alternative radio, twenty four hours a day. 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If only i had someone to help me with my lifestyle. I feel like giving up. Is this you mind over matter, health and fitness can help. If you’re expecting an epiphany, chances are it’s not happening. Mind over matter, health and fitness could help you get back on track or start a new life and fitness. Join Joshua margolis, fitness expert at 2 one two, eight sixty five nine to nine xero. Or visit w w w died mind over matter. N y c dot com oppcoll dafs you’re listening to the talking alternative network. Dahna hello and welcome back to tony martignetti non-profit radio we’re live today with dave polish. We’re talking about excel in email execution and since we’re alive, that means we’re taking calls so you can call with a question for dave about female best practices. Frustrations you might be having the number is eight seven seven for a tow for one two oh eight, seven, seven for eight o for one two. Oh, dave, now we’ve developed this list. How do we keep it clean? What’s a clean list? Well, cleanly is one that functions and deliver your message precisely where you wanted to go every time. And there are a couple of things that you need to start with. You’ve built a list that you think is right. The first thing is to make sure that what you start with is good, that we all know about computers, garbage in, garbage out. You have to make sure that you all the addresses fit and conformed to the format for proper email address. Okay. Typos, bat fingering the addresses, getting things backwards, transposing characters. Email addresses are far, far higher accuracy level than postal address. Write the e mail. I just has to be exact, right has to be perfect, another perfect every time or it will not go. I know what you have to do is check it bilich manually and electronically to make sure that all conforms and you, khun, send every piece of mail on their towards both to go ok is the simplest way to do that. To send a test email to someone to verify that on dh, then get their permission in the way you described is that is that a decent way to do it? Uh, you’re better off eyeballing a list firsthand mechanical and then going through optically and and making sure you haven’t missed anything. Because if you get things wrong, you may get stuck or trapped in filters and create problems. And what that’s going to do is block you when you get the right of duitz okay, you want to clean it up visually? First, as best you can make sure that all the symbols are right before the domain name it’s not a exclamation point instead because i’m gonna get the wrong key. Happens a lot. You can do search and replace doing this. It takes very little time. To do it electronically and then go through and i bought a list they just have to three people looking over, make sure there’s no glaring errors. You want to make sure that all the domain names that have the letters spam in them are taken out those traps put in there by the sometimes when you rent list more often than not, but occasionally somebody’ll flip one in there. When they’re registering, they’ll give you a bogus address that doesn’t really exist. You want to pull out the ones that have a domain name that’s sort of suspicious looking, you’ll learn about it after a while to make sure you’re getting exactly what you think you’re getting, okay, so to get behind to get into the content, let’s say so this wouldn’t thiss wouldn’t be people filling out cards at an event, probably or mailing back in response, it’s when registering so people might give bogus address you know i don’t have such a good hearted person, i don’t even think of e don’t even think of people cheating on something so simple is that really learned over time that it’s ok, you fill out a form somebody’s going to send you back something, and often those lists are sold over and over and over again, and by the time the third generation sale is over, you have no relevance to the list of all right, and you’re getting stuff that you really don’t want it clogging up your e mail box, and you don’t want that, so they either make up a fake address to give you so that bill passed through the filters as a legitimate address initially, or they’ll give you one that they never open, which isn’t gonna do you any good. Anyway, a lot of those gmail accounts or a well accounts that are free people will just have one of those strictly as they used to fill out all that junk drops into there. I see you don’t want to be in that list. You want to see a legitimate lift with a legitimate carrier, verizon or comcast, or or one of those for home and the businesses typically you want them to reflect the domain of the business there. Part of that tells you a legitimate what gmail but gmail dahna all those could be legitimate accounts, you couldn’t you couldn’t screen all those out? No, you can’t, but you can see one that looks, uh two, far from their real given name. If you have that to compare it to, uh, nobody’s registering, you know, as nerd sixty five jool and they’re not giving you a scientific address or their name is fred spelled backwards or something. You start to look at the bogus ones and figure it out. Okay? And since you did mention something that we hadn’t talked about in developing the list, let’s, talk a little about purchasing a list. What is that valuable for the small or midsize non-profit purchasing a list rental and compiled lists can be of value. You have to be very careful about the source if you go through a legitimate list broker and you’re looking for a very legitimate piece of a database that concerns especially business addresses. Yes, you can gain a lot out of that because those things have been double opt in check they’ve been verified on a monthly basis that they do exist and they are really and that they do fit the profile that you’ve selected when you rented the list. Now you have to keep in mind that those are usually for one time use only, and you cannot reuse them unless you have a special agreement from the renter compile lists are another story, those of those public things that you could buy that say have been scraped off of websites or have been captured out of the air from from email conversations and that kind of thing. Hackers will market these things to bring an extra bucks. They’re not very useful, they’re not very male herbal, and you’re getting into some serious spamming trouble by even attempting to use most of them because they’re loaded with with the monitors and traps and keys in their little tell people that you’re ok, then you want to be working with a legitimate company that you can verify you mentioned scraping off female what’s your trading closely to jorgen jail has, and it sort of has a a suggestion of what it is, but but i don’t want you to even be anywhere near drug in jail. So what? What is scraping somebody’s? It sounds like unsavory practice. It isn’t unsavory practice in its connotation, and it is information what you want to avoid. There are people out there, who will go to a business website and literally capture copy paste electronically scrape off every email address that’s buried in there. Your entire staff listing all your if you’re going to a law firm, they’ve got every lawyer listed on there with a love with a separate email address for them, they’re going to scrape all those off of there and compile them all into a big list. Listen, this may be legitimate, but they don’t know who they belong to or what they go to what level of persons is they have no information that goes with it, it’s just a list of addresses, as if people would really want to communicate with a bunch of lawyers or anything. There could be no manufacturing firm or, you know, the post office website or anything. They just gathered a bunch of e mail addresses from a bunch of list. Sometimes they’ll use. They’ll sort of piggyback on someone else’s, the internet activity as well, and their going from site to site start scraping through that. Okay, it gets very, very tedious and very touchy when you start doing stuff like that because you have privacy issues, you have legal issues? Uh, spam laws have teeth in them. Ladies and gentlemen, they can sue you for spamming. So you want to be careful what addresses you’re using and who you’re sending? Okay? And i didn’t want to suggest that. Buying a list from from verifiable source would be a good way of trying to get donors. I mean, as a fund-raising consultant, i didn’t mean to suggest that this is a way to acquire new donors, but maybe to acquaint someone with your with your non-profit but you’d have to be very precise in the type of list you bought in terms of the interests of the people. Is that is that possible, dave, to drill into get a list of people who are interested in, i don’t know environmental activism, and but maybe in the pacific northwest, i mean, do the lists from vera from from stable and appropriate cos come with that level of detail, some do, and some do not, uh, they’re further a head for business than they are for kapin consumer availability, drilling that deeply. Okay, if you drill down into segments that deeply on consumer list, chances are good you’re gonna have to pay a pretty penny for it. A good place to start with that if you have a specific interest, they look bilich environmental, you would want to try going to print publication that deal with that concept sierra club or audubon society or any of those that deal in environmental issues routinely subscriber list from them could be segmented by geography. And you could also rent additionally, email addresses that go with those mailing address him that way. Excellent idea. Okay, because that, yes, you know, the publications targeted. Okay, great. All right, so we need to get around that trying to pull that out of a compiled list is virtually impossible. Okay. Okay, good. Thank you. So we’ve developed our list. We understand how to get it clean and make sure it stays clean. Has to be maintained another thing, because now thing out, once you’re going to get some activity coming back from it, not only response is that you want, but response is you don’t want your going to get people that ask you to take them off. You’re going to get because you missed the target. It wasn’t who you thought it was not interested. And they don’t want you to lock up their box for the next six months with stuff they don’t need. That’s a good thing. You like getting those out of there? Because that saves you time and money. Yes, too. You’re gonna have people that were out of the office that day and i just bounced back and told you they may get hurt or they may not. Three you’re going to have bounced back for another reason, theis, and that part of the country was a little slow that day and missed something. There was a glitch in in a certain segment of the internet that went down for a moment your mail got trapped in it could be any number of other things. There’s a whole series of bounce back code that the internet service provider will give you that helps you interpret those bounce back unless you separate them out and decide whether to keep that address that is a temporary thing or whether it’s permanent it’ll tell you if you got the address wrong, if that person’s not at that address anymore. If that business is not there, that remains not active. Whatever they’ll tell you. What the problem woobox with it, when you learn how to read the code, we got to get those out of there. Once you’ve sent the first one, you’re gonna have to be prepared with how to deal with all those. Things that bounce back and those happen fairly quickly, usually within the first hour or so after you send it. Okay, so that’s that’s really list maintenance and that that’s going to be happening every time you send to your list sounds like there will be a certain level of activity depending on how little that down to practically nothing. Yeah, alright, depending on how many people you’re mailing to if it’s just a few hundred, you’ll have fewer of those which is get you in fewer because you’re making good decisions based upon those code taking the bad ones that are going to be permanently bad out. All right, you’re not re mailing, right? Okay. So, uh, well, let me just remind people that my guest is dave polish he’s, the principal of granite partners. And we’re talking about ex selling in your email execution. So then, dave, we have developed our list and it’s clean, and we’ve gotten the appropriate permissions and we know how to maintain the list over time. You have some elements of effective messaging, actually. What to say? What? What? What’s. Your first bit of advice on what the content of the message should. Be, uh, some of it is what to say, and so that is how to say it. Okay, um, the first thing you’re going to notice is that with the new influx of mobile customers that are out there that have their email come to a mobile device, you have far less real estate with which to impress the recipients you have basically a from a dress and a single subject line that’s all they’re going to see on a mobile device there’s no preview function. So what you have to do is make sure that a the address you’re sending from is from a brand they will recognize or at least understand. So whatever service you are using to send these out, if its outlook, you have to set up a box that sort of carrie’s co-branded makes sense for the outgoing mail or if it’s a service, you want to make sure that they’ve gotten you on outgoing address that reflects your brand so that they know who this thing is from and they recognize. But wouldn’t wouldn’t the service just be using your own? You’re you’re non-profit domain name, sometimes they do, and sometimes they don’t they have what’s called rotating? Yeah, what’s. A rotating what’s, a rotating. Why would they understand? Why would they rotate for the same non-profit why would they use different domain names to send from? They’ll mask them behind an existing name, so the recipient will only see your name, but they’re using ten or twelve different outgoing addresses because they could shove more down the data pipe. That way they can spread your list out, get it out the door faster, but if you’re a non-profit you want it to come from your domain, absolutely time your domain is that the physical space that your domain inhabits doesn’t allow enough passed through dahna you can’t shove enough email through it fast enough because you just don’t have enough bandwidth, you didn’t run enough stone, so what happens is they’ll spread it out and they’ll mask it. They’ll refer to your domain name. The recipient only sees your domain, which is good, but they’re using ten twelve different ones with sam filters will pick up on the sub and block things out on who’s, the who’s the day that we’re talking about is this a company like constant contact? Is that o r who’s today you’re referring to there are service providers after that do nothing but deliver both female. They are, they’re registered there, certified they’re they’re very, very compliant with the service providers that give you internet access and then actually deliver and carry the mail. This is a middleman that you would go to as a non-profit if you have a list of of ten or twenty thousand potential donors that you’re going to be sending to routinely, you’re not gonna be able to shelve twenty thousand addresses through your outlook account and with any kind of accuracy or time limit. Okay, so what you’re gonna do is anything over about two hundred names you’re gonna want to goto what provider that sends out both female for a living that’s all they do and is constant contact an example of what you’re talking about male chimp? Is that an example? Or there are eyes that i am i in the wrong line, the wrong space, you’re in a similar space in a different scale gostin contact and male chimp and those kind of things arm or of the do-it-yourself version of that, their sort of big versions of outlook, they’re attached to larger relation all databases that lets you get mail out in larger volumes by yourself from your workstation, ok, here, but if you’re sending ten and twenty thousand, even though we’re gonna have a problem, they’re going to start to bog down and go very slowly, and they’re going to use up a lot of bandwidth, okay, but for our audience of small and midsize non-profits the ones i mentioned, what might be suitable absolutely after they’re a great way to get started. If you’re looking at that between two and five thousand names of any kind. Yeah, constant contact, be a very good bargain, ok, dave, we have just a little less than a minute left. Why don’t you tell us what you think is coming next? What’s the what’s, the next generation of email going to look like email’s going to get a lot more robust in the next six months to a year, you can bet on the fact that you’ll be able to embed photographs and video in your outgoing e mail and have it be interactive and reacted currently, if you put an image in an email, you run the risk of having it be screened out by spam filters or by network. Firewall because they don’t allow images, they scan for them and they remove the as being too large, and they cut down on the volume of data traffic so they get rid of them. So if you’re putting an image in there, one of the things we tell people who don’t let the image tell the entire story, have some text that tells the story because the image probably going to make it and you see video coming in email, absolutely video will be able to be embedded in outgoing email beyond the capability we have today where it’s, just a lincoln it’s, actually resident somewhere else. We’re going to be able to actually carry video imagery on before too long. All right, we have to leave it there. Dave pulis principle of granite partners, which you’ll find at granite hyphen part piela dot com dave, thank you very much for being a guest. Thank you for your excellent ideas. Pleasure. Enjoy it. Thank you very much. After this break, it’s tony’s, take two. You’re listening to the talking alternative network. Geever oh, this is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting 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 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, magnify your brand exposure and enhance your current marketing effort. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is we do whatever it takes to make our clients happy contact them today. Admission one one media dot com 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 is roughly thirty two minutes after the hour, which means it’s time for tony’s take two, and after that, i’ll be joined by claire meyerhoff and we’ll continue talking about ex selling in email execution five four tonys take two five ways to be a plant e-giving evangelist something i blogged about this week, it actually could apply to anything that you that you do that you love doing, and i hope you really love the work that you do so much so that you want to evangelize about it. I chose planned giving as the subject of my evangelism on this week’s blawg, and i’ll just share a couple of the things that i think go into being an evangelist for what you do. Yeah, i love it, you know, in my example, you gotta love plant e-giving you gotta recognize that it has value for non-profits and for donors and for their families, and recognize the good that it khun do for society as you’re helping charitable missions. So whatever it is that you want to evangelize about, you really have to love it and be unashamed about your love of it don’t talk you know sort of humbly or shyly about whatever it is you want to evangelize about, you got you need to be out in the open, you need to be enthusiastic, which should be easy because you love what it is you’re talking about, so carry that enthusiasm don’t don’t don’t talk, you know, sort of humbly about your your love of the subject you want to evangelize about lear, love of your work and and and as you’re being unashamed, spread that word, spread it to people that you work with, people who are in your network that you don’t work with, um, when the topic comes up, you know, what do you do? What do you love doing? You want to be unashamed about sharing it, and you want to use the opportunities that you have to spread the word. And so those are three of the ways that i think you could be a plant e-giving evangelist or an evangelist about whatever it is you love to do, and you can see my blogging m p g a d v dot com for more on those ways and a couple of additional ways as well, and also always the reminder that we are on itunes you can subscribe at itunes, listen and get automatic downloads of the show and listen at your leisure on the device of your choice, whether that’s, tablet or phone or desktop or laptop and that is always at non-profit radio dot net that is tony’s take two for friday, april eighth. I’m joined now my guest is claire meyerhoff. Claire, how are you doing, tony, right, how are you? Pleasure to have you back. I’m well, thank you very much. Claire meyerhoff is editorial director at the plant e-giving company, and she is the creative producer of this show. We’re going to talk about howto write for email fund-raising so that your messages get opened, read and respond to do so. Continuing the topic of excel ing in email execution claire so dave paulus sort of left us with write a perfect point, i think, talking about the header of the email he talked about where it’s from what’s your advice about the subject line of the email? Well, the subject line is really important because if you think about your own email use, what do you do? You’re on your iphone slip. Through it. So the subject find is very important and what you want to do, it make really some buddy. So so whatever you are promising them, you need to deliver it on the inside. All right, clara, i’ll tell you what were you sure need to repeat? Actually, what you said about the subject line because you were you’re breaking up. You’re on a landline, right? I am on a landline, and i’m hearing some feedback. Okay? I know the feedback is a little challenging. Try toe, i guess. Talk through the feedback and or maybe not listen so much, but just just talk on dh when you’re done talking, then put the earpiece back to your ear. But could you tell us again what your advice is for the subject line? I’ll do that. Ok, ok, my advice for the subject line is the subject line is going to be the thing that the person will either open it for. They will delete it so your subject line needs to be something that is really, truly news. What? What is it that you are going to be telling people or you want them to do or you want them to hear about most? So put that in there and basically only about thirty characters or so because they don’t even see the rest of us. Put your good stuff up front. Yeah, you sort of have to write that like headline, right, it’s, it’s, a lot like a headline and think about the news business and think about why you pick up a newspaper and read it it’s because of the headlines and any new yorker knows that york post the daily news, they’ve had a long history of really pretty interesting headlines that really grabs your attention. So think about the same thing with your non-profit what is your non-profits headline? And what is the headline for this newsletter that for sending people something generic, like may newsletter june newsletter? Okay, yeah, i have to. Yeah, the new york times are the sari, the daily news and the new york post. My favorite. Well, one of my favorites there’s a whole book about new york post headlines, which is it’s called topless body in head headless body in topless bar. Aunt, i have a copy of that, but it’s a headless body in topless bar from a murder. But one of my favorites was when jack cousteau’s ship crashed and the headline was calypso collapse. So isn’t that genius? I just have to show you right now, it’s go on and you’re like a save the whales organization. You’re not gonna have that to live so collapse. So are anything like that? So i think that’s pretty cool, it’s. Hard to be that clever. But those clever and you know what? If you were that clever, someone would probably open up your email. Certainly. What do you have any other advice for? The for that header information. Uh, maybe the from la who should be from or or any other advice there. Well, unless everybody knows that lisa is the head of your organization, it shouldn’t be from one person instead, make it from your organization and have it the name something that is sort of more of an action. Kind of a word. Like not information, but news. Maybe, you know, news at habitat for humanity, dot com or something like that. So give it give it a name that is a little newsy sounding might get someone’s attention better than, say, info at or or you know, something really generic and, you know, keep again, keep it really, really short. And you put the key words right up front and whatever some buzz words are that air right now in your field. So if sustainability or something is a good buzz word, that and so definitely just put the key words right up front that the main thing, okay? And you mean in the from line, so maybe sustainability at the domain is that is that what you’re suggesting? I’m talking about the subject line, so okay, you have your nature organization, and you’re always talking about sustainability, and the name of your newsletter is something with sustainability. Perhaps that could be your email address. I hadn’t thought of that, but it could be whatever, whatever you want. So that it’s recognizable and again it’s all about the brand and it’s recognizable and always be thinking about who your audience is. And i like to think of your email recipients, the people that will open the email and those are the ones we care about, the most people that actually open it, and then the few that follow through, right? Who were those people? Those are your most boyle people just like implant e-giving who were the best plan giving donors your boil donors, people, that e-giving for a long time with the people that are actually opening and reading. Your email, those who you’re really boils followers those year loyal supporters? Yes. Oh, so you’re you want you’re saying you want to have them in mind as you’re crafting your message? Exactly. Keep them in mind. What? What do they care about? So think about a few people that you know, supporters of your organizations have names and faces and think about what are they interested in? What is kathy interested in? What is robert interested in and crafted that way? Ok, on, daz were crafting our message. What’s your advice about how long it should be the subject line. Oh, no, the length of the body of the message. The body of the entire email newsletter should be chunked. So if you have, you know, one big article, you know, trumped that up into different articles. But faras length, you know, there’s. No specific lengths to into an e newsletter. It could be his long or short. As as you like. Think about the ones that you read and pattern yourself after that. If you’re bored after a certain amount of time, then your readers our board, pretty sure. Okay. What other advice have you got to share? I’ve been sort of, you know, suggesting topics, but you tell us tell me what? Your your advices. Well, here is some duitz do plan ahead. A newsletter done that’s on the fly usually looks like it’s been done on the fly. So plan your news letter ahead of time and that means preparing an editorial calendar. Maybe for the whole year. How often are you going to send these out? If you feel like you can send out one a month that’s great. And then think about what you might be doing in those months. Like, if you know, your annual report is coming out and you’re gonna have a lot of new information, then you know that khun, your main news letter might be packed with a lot of great, um, like statistical information, all kinds of cool stuff that you know about in may, but of course in december of the holidays, so you know that you can do holiday related things, so come up with an editorial calendar, so if you’re going to do it once a month, pick a day that you think is a good day to send it out when your readers are most likely to read it and then plan ahead, say well in in february and do this in march. We’re going to do that and have a couple of things knowing full well, what what’s going on if it’s september back to school and that’s important for your organization. Well, then that’s your back to school newsletter and you know you’re going tohave information about that and also decide on a goal before you do your newsletter what’s. The goal of the newsletter is the goal just oh, well, we want to tell people a bunch of stuff that’s going on. Well, that’s not a goal. What’s your real specific goal. Are you entering into a campaign? Are you announcing something? And you want everybody to know about it? Are you trying to raise money? Are you trying to get people to come to an event to sign up for a walkathon? What is the goal of the newsletter and then work backwards from what your goal is. Okay, claire, we just have about thirty seconds before the break. You mentioned planning ahead. And maybe as much as a year as you’re developing your email marketing plan. You want that? To be dovetailed with your other marketing activities, right, you might be sending print pieces as well around your events, things like that, right, absolutely. And marketing is a huge challenge for most small non-profits. The person doing marketing is also doing fifty other things, so the more planned you khun b, the easier it makes your job, so have a little marketing plan for the year, even if it’s one page and it’s a calendar, we’re going to do this in january, february, march, april, may, june, july, august and it’s all about when you send postcards. When you send email, when you send a regular newsletter and other mailing, okay, we’re going to take a break. My guest is clear meyerhoff editorial director at the plant e-giving company were ex selling an email execution stay with us talking alternative radio, twenty four hours a day. 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. Durney i really need to take better care of myself. If only i had someone to help me with my lifestyle. I feel like giving up. Is this you mind over matter, health and fitness can help. If you’re expecting an epiphany, chances are it’s not happening. Mind over matter, health and fitness can help you get back on track or start a new life and fitness. Join joshua margolis, fitness expert two one two eight sixty five nine to nine xero. Or visit w w w died mind over matter. N y c dot com upleaf 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 for 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, magnify your brand exposure and enhance your current marketing effort. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is, we do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com. Talking dot com. Dahna hello and welcome back. I’m talking to claire meyerhoff and were ex selling in your email execution. Claire, you had a list of do’s that you wanted, teo continue sharing with us. Well, some other dues are due. Motivate your reader. You are sending this email to them, and you want them to do something and you need to motivate them to do it. And the easiest way to keep them unmotivated is too forthem, boring and dull. And the best way to do to motivate them is to tell them about something great that’s going on. That really would matter to them. So, do you have a really great event coming up? Do you have something really cool that you and your organization to tell people about it’s is? And news means it’s, usually something you what’s going on in your organization. That’s important to your reader? Not just what’s important to you? Yeah. You just finished your quarterly report, or or you have a new, you know, drink machine in the break room that might be important to you. But it’s not important to your readers. So think about the things that you are. Reader will think. Okay? And that’s consistent with your advice earlier just have a few people in mind and think about what’s interesting to them and write to that audience and think about what’s interesting to them also do the cocktail party saying or the or the coffee shop thing where if you ran into someone at starbucks and they said, hey, what’s new in your organization will help. Yeah, excellent, right? If you just had a couple of minutes, right? Excellent. Another any other dues? Uh, you might want to tell people why this is important now, which is usually through for fund-raising so what is going on right now? Why this is important. So if you’re an environmental organization and there’s some sort of threat that’s what you want to tell people about right now, we need to do this now you need to sign the petition. Now you need to send the money now we’re trying to fight it now your call to action it’s the call to action and make sure your call to action really is a call to action and that you’re writing matches the urgency of it. What i see a lot of times in email that i get from a lot of different non-profits is, you know, it’s sort of the henny penny email the sky is falling, they’re taking our rights away and they’re going to ruin the environment and they’re really bad, and i don’t really want to see that i want to see the action i want to see, like what you were doing, like, you know, we’ve got a bus on its way to this place full of volunteers, and they’re all going, and we need some gas money, like, i want to know what the thing is right now, the action that you’re doing that you need my help, why are you writing to may? Why is that news? So tell me that okay, before we get to your don’ts, which i’m sure you have, how do you make sure that you’re emails are consistent with your general identity for the organization? So they look like the rest of what you send out, whether it’s emails or website or or print well, that goes back to your marketing plan if you have one in some places, don’t you don’t have one it’s pretty common. So think about a couple of simple things that you always do and include that in your newsletter. So if you always have a pet of the month because you’re the animal adoption agency and you always have a pet of the month and you have a cute little name for it used that, make sure you use that in your in your identity, so use those identifiable things that you’ve already created, and if you don’t have some it’s time to create them, okay, so that’s excellent that’s the substance? What about just the appearance of the messages? How do you mean by the appear? What? What artwork? You might include the photos or our identity elements that you have for your non-profit well, i was listening todavia earlier about sending photos and e mails and how a lot of those get filtered out. So i’m definitely thinking about the photo thing because if people aren’t getting them that maybe not a great fool. I love photos if you can use photos, photos are the best and frankly, a lot of times your most loyal donors are also on facebook, and they’re a friend of your organization on facebook and as long as you’re not putting up things like ten times a day, they’re interested in being what you have there not gonna block you. Okay, so think about your facebook think about your email newsletter in conjunction with each other and how they can play off each other. So if you have a great, great photographic like the best photograph that tells the story of your mission like no other photograph, use that photograph a lot of times, repurpose it so you might want to send it in your e news letter and have it on your facebook and in your e newsletter say there are more photos like this on the facebook or on our web sights and people through the website where there are more of these great photographs and then take that really great that one great photographs and put it in your print newsletter used it on a postcard for fund-raising let’s say, you’re doing a little plan giving postcard campaign. Put that one great photo on that postcard so we use the good stuff that you have. Good, we have just about two minutes left. What are some of the don’ts that you want to share? Well, it’s funny that you say that because i try to be positive these days. So i wrote a big list. Do you have all dues and no don’t so i thought for sure. Ok, right around. Okay, well, so okay. Don’t don’t be not creative. Be creative, be creative use of environmental organization. And you just did a survey about ice source in your community. What are the top three? See, that would really get attention. So be creative with stuff. The good stuff that you have that’s interesting that your organization really had a handle on. So let’s say you are an environmental organization. You just did a big survey, and out of that survey results came the, you know, little thing that wasn’t the main focus, but in it was, you know, people complain the most about the certain areas in your county that we’re the biggest eyesores. Well, that’s a new story for you where you can say, what are the top three ugliest eyesores, the whole county. And you can do a lot with that that’s really interesting people will open up that email is your town, you know? Is this eyesore in your neighborhood? Why don’t you leave? Us with one more of your dues or however you want to phrase it dues or don’ts duse or don’t? Well, i like to talk about, you know, writing and words and storytelling, so just do tell really good stories that are about someone that affect other people don’t talk about yourself and how how great you are, talk about the people that you’re serving and how you’re solving prop emblems for people. I’ll give you this one. This is my one last tip i give everybody these days, you can’t think of a story, look at the money, find out a recent gift that you’ve got and how did you use that money? And then find the person that’s benefiting from the money that you’re using. So, for instance, if you just got a gift and you build a handicap ramp, who is benefiting from that handicapped wrapped rampant your facility to find that person and do a story about them and that’s where you find your story stories, they’re everywhere to follow the money, certainly because charities are doing good work so people who are people are benefiting those stories should be very common, right? Where’s the money. Going find, find someone benefiting from it and focus on them. And where would their life be without this organization? And where would their life be without specifically this money that just came in and how it was used? You had a big campaign. Everybody gave money, you raised thousands and thousands of dollars. Where did it go? Thank you very much. Thank you very much, claire. My guest has been clear meyerhoff editorial director at the plan giving company and creative producer for tony martignetti non-profit radio next week we’re going to be all about auctions if if we bring that a little further, may weaken do advertising and awareness advancements in auctions in america. But well, for right now will just stop with all about auctions silent, loud or online. What’s it all about auction’s. My guest is going to be roger divine of divine assistance and he’s going to explain what auctions are all about. I hope you’ll be part of that conversation on we’ll have a group sing at the end. Maybe also scott koegler, our tech guru, and he’s, our regular contributor. Of course, you know that he’s, the editor of non-profit technology news and he’s going to share what’s newest in technology for your non-profit keep up with what’s coming up on tony martignetti non-profit radio. Sign up for our email alerts on the facebook page at facebook dot com and then the name of this show. And while you’re there, like us, become a fan on itunes, as i talked about earlier, that is always found at non-profit radio dot net subscribed. Listen, any time on the device of your choice, as i said, a few times are creative producer is claire meyerhoff, our line producer and the owner of talking alternative broadcasting is sam liebowitz, and our social media is by regina walton of organic social media. Booker t and the mgs composed our theme music. Thank you very much, guys. I hope you’ll join me next friday, one p m eastern for tony martignetti non-profit radio, as always on talking alternative broadcasting found at talking alternative dot com. You’re listening to the talking alternative network, waiting to get you thinking. Dahna cubine are you suffering from aches and pains? Has traditional medicine let you down? 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