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Nonprofit Radio for April 6, 2018: A Conversation With Adam Braun

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My Guest:

Adam Braun: A Conversation With Adam Braun

ADAM BRAUN PENCILS OF PROMISE ©ELISABETH CAREN

He founded Pencils of Promise with $25 and in 2014 they had 200 schools globally. Today they have over 450. His book is “The Promise of a Pencil.” Adam was a Forbes “30 Under 30” and one of Wired Magazine’s “50 People Who Are Changing the World.” Today he’s CEO of MissionU. We talked about his journey founding and growing Pencils of Promise, and the mantras that guided him. (Originally aired March 21, 2014.)

 

 

 

 

 


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Oppcoll hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host oh, i’m glad you’re with me. I’d suffer the embarrassment of telesis if i saw that you missed today’s show a conversation with adam braun he founded pencils of promise with twenty five dollars, and in twenty fourteen, they had two hundred schools globally. Today they have over four hundred fifty. His book is the promise of a pencil. Adam was a forbes thirty under thirty and one of wired magazine’s fifty people who are changing the world today. He’s, ceo of mission you back then we talked about his journey, founding and growing pencils of promise and the montrose that guided him that originally aired march twenty first twenty fourteen i’m tony stick to non-profit radio at ntc, responsive by pursuing full service fund-raising data driven and technology enabled tony dahna slash pursuant to radio by wagner. See piela is guiding you beyond the numbers. Wagner, cps dot com tell us turning credit card processing into your passive revenue stream. Tony dot, m a slash tony tell us here is my conversation with adam braun rather than read his bio, which i would ordinarily do. I’m going to read his auto bio, i have a book coming out in march, the promise of a pencil that i think would really interest you and your readers. I know what he meant. That’s okay, i found it pencils of promise five years ago with twenty five dollars, and we’re rapidly approaching our two hundredth school globally, so i decided to write something for non-profit professionals and millennials with the most important lessons i’ve learned in creating a global movement. Anyway, i’d love to be a guest on your podcast to share lessons and insights around the book that is around the time the book is being released march eighteenth. If you’re interested in chatting further, please shoot me an email. Adam run let’s channel further that’s absolutely glad you sent that email. Welcome. Thank you so much for having me. Pleasure. Pleasure. Um, congratulations on the book. A couple of days old. Yeah. Yeah. I’m really excited about it. Outstanding. You call yourself? I think so. It’s somewhere. Or maybe was in one of your e mails? I’m not sure an impossible list. What’s what’s going on with that? Yeah, actually, i shared that on a couple of speeches, but okay, maybe i saw it on a video then. Yeah, i find that, you know, different people view themselves of different associations. You know, i’m a pragmatist. I’m a realist. And i just realized that the things that excite me, the things that i believe in and pursue, they tend to be that which others demon possible and so just kind of came off the cuff. It’ll talk, and it seems like it’s resident with a lot of people. And so i aptly i will say that i’m a nim possible ist right that’s, quite admirable school on dh. You also say, well, in the book that where you start in life doesn’t dictate where you finish. You’ve had you’ve had quite a journey, and we have an hour to talk about it and pencils of promise, but i like that a lot where you start doesn’t dictate where you finish. Yeah, that’s when the foundational beliefs, i would say that i was raised with on one of the things that dictates a lot of the work that i pursue now, it’s, just this core idea that where you start in life should not dictate where you finish and that where you’re born, i shouldn’t have a bearing on the opportunities and the guess path that you take going forward, and the book is divided into thirty mantra is correct, which are also very cool. I like those let’s, so we’re going to talk about a couple, you know? And then we’ll work our way. Tio, through your journey and talk some good amount. Ah, maybe second half about pencils of promise. Perfect. Um, leave your leave. Your comfort zone is a mantra and you have a little you have a story for each each mantra and it’s a good thing you came up with a nice even number thirteen way had twenty seven. What would the editor of with the publisher have taken you with? Only twenty seven or truthfully, i was trying to stick the twenty five, starting with twenty five bucks. I figured the twenty five most important lessons that i had learned. Good, but truthfully, they they just kept on kind of pouring out, the more that i would write. And so i ended up china, find an even number and went with thirty. Okay. Yeah. Did you have to do? It was with a marginal five difficulty from twenty five to thirty. I was stuck on kind of twenty eight. Twenty nine e take you twenty nine way can’t work with twenty nine exactly one hundred one if you get to one hundred one that’s a very popular number, but exactly all right. So one of them is leave your comfort zone. There’s there’s. A good story around that. Yeah. So, you know, when i was growing up, i guess to even rewind and start things from the very beginning. I was born in new york city, but i grew up in the suburbs. I grew up in connecticut and essentially the town that i was raised in, which was granted connecticut. My parents picked because it had the best public education system. They just kind of mapped out their most important criteria when they wanted to raise children. Both of them came from total poverty. My dad was an immigrant like that in this country when he was three on a boat. His family post holocaust survivors escaping the hungarian revolution. My grandmother worked in a sweatshop for her first ten years. New york after surviving just siri’s of it’s, a horrific atrash cities through her childhood, including being in the concentration camps for about a year and a half, and losing our whole family. And so what they really valued. I think his parents was opportunity attained through education, and so they picked greenwich that’s, where we moved when i was probably about four, and i was just one of those kids who, because of the two things that were valued in my household, being family and education, i poured myself into the books, and i also played a ton of sports basketball being the main one, and so i ended up moving through high school and just becoming really, really interested in working in finance, actually, because so many people in greenwich, our finance professionals and, you know, you look around and you see who’s, the person with the nice car in the big house and we’re going, we’re gonna have a chance talked about bain capital where you were and, you know, you’ve got some good stories from there. Yeah, yeah, eso so i’d actually open up any trade account when i was thirteen, because you could think that and then started working at my first hedge fund that i started working out. And, you know, i wasn’t doing probably very high quality work, but i still on opportunity that they gave me to be inside of a head shine when i was about sixteen. And so then by the time i was nineteen, i was in the summers working at a fund of funds. But the important thing for this mantra, this get out of your comfort zone idea is that i went from, you know, fairfield county. I went to brown university for college, so state in new england and pictured myself going into this financial profession, moving to new york city. And when i was twenty, as a sophomore in college, i ended up seeing a film called baraka that was shot in twenty four different countries, just beautiful, beautiful cinematography. But most importantly, it showed these indigenous cultures and these beautiful geographic wonders all around the world. And i just thought, if these things are existing somewhere, i need to see them with my own eyes. I need to absorb them myself. And i just got this this mantra, this kind of phrase in my head get out of your comfort zone and this kind of restless voice picked up in may and said, you know, until you leave the comforts of what you know, you’re really not going to discover who you are, and so it led me tio go on semester at sea, which was the first i would say, a significant experience outside of the bounds of what i was familiar with, and that just changed my whole life, all right? And we’re going to we’re going to continue further, but semesters si has a great story. Uh, where you have quite a quite a harrowing experience on the ss you assassin explorer as explorer. So, you know, one thing i will just say as i am, could not be a bigger advocate of semester at sea. It was the best and most important thing i’ve ever done in my life. Outside of getting engaged, i would say, okay, fiance, right, right. Good. And so i went on a semester at sea in spring two thousand five. We left from vancouver headed towards korea, and the expectation was that i would get to see ten different countries and you have forty six days. To travel through each country completely independently as backpacker, do whatever you want and just make it back to the ship by whatever. Tuesday at five p, m and you’re studying about each of these cultures before you get there. So it’s just an incredibly enriching experience and my ship eyes. One of the kind of more famous voyage is over the last fifty years of semester at sea. Usually if you’re famous on sametz see it’s because something went wrong, but my my voyage was struck by a sixty foot rogue wave about eight hundred miles from land while crossing the north pacific in winter, and the way that hit us as we’re going from vancouver to south korea shattered the glass in the area that house the navigational equipment. So we lost all power to our engines, and we were in this kind of mega storm being tossed around by forty five foot swells on each side. And so we had basically this, this kind of panicked announcement that was made that said, get to the fifth for hyre helped women, children up the stairs and get to your muster stations, you know, keep on your life jackets. And your muster stations there were you evacuate a ship from so that type of call is, is that those of us who’ve been on a cruise? You visit your muster station once exact beginning of the cruise, right? And then you never go back and that’s the assumption for for all cruises and all all sea voyages. Exactly. So we had, you know, we’re college kids, and so we’re messing around, playing with the little lights on life jackets and, you know, you’re looking around thinking, is there someone that i can probably maybe china floor with, like, you know, you’re nervous kid? And so so we don’t pay much attention to the whole muster station exercise, and then suddenly you get this announcement. That’s what you mean muster station that’s where we evacuate from and look outside, we can’t evacuate, and so, um, i had what i would call a certain death experience. I really genuinely believed that i was goingto perish in the next few hours. And when you go through something like that, a taste in my case too, things happen. The first was you asked the question of why am i here in the first? Place if i’m about to perish like, what is the reason for my existence? And then the second is when i’m gone, what will i have left behind? And because of that, i just became i would say pretty obsessed with this. These two questions one what is my sense of purpose? And then too, what are the footprints that i can leave behind amassing significant personal wealth, getting a big house suddenly that became pretty deep prioritise this is all going through your mind as you’re at the muster station way never even actually made it up there. This happened in my room. Oh, this is all in your room. Things are being tossed around, right and furniture’s falling. This was but yeah, it was it was it was pretty wild. Alright, we went upstairs and then waited upstairs for several hours. All right, we’re going. We’re going to go out to a break right on middle of this great story deliberately because there’s a good story about a tattoo coming up and obviously he survived and we’ll continue the journey from there. Hang in there, it’s. Time for a break pursuant. The current paper is demystifying the donor. Journey two weeks ago, i talked about this with taylor shanklin, i know you remember that from pursuant, so you don’t need the paper. But how about a friend? Someone who can use help with donor stewardship help keeping their donors so they don’t have to replace them year after year, which, you know is expensive and a waste of time, you know, because you listen, get somebody who doesn’t you got somebody in mind if you don’t you’re not thinking hard enough. Think again. Get it, get it. Okay, you got somebody? Send them to the paper at tony dahna slash pursuant radio and if they want more, send him to the march twenty third show. Demystifying the donor journey. Tony dahna slash pursuing radio now back to adam braun. Lost at sea welcome back to big non-profit ideas for the other ninety five percent. All right, adam braun, you’re you’re in your room. Things are being tossed around. You’re you’re having your having cereal, you’re questioning your existence in pretty serious ways, right? S o i thought, what a cliffhanger believe latto yeah, eyes is high adventure. Yeah. Non-profit radio. Yeah. No, it is. I mean, the just to give away is that i did survive. I’m still here, so yeah, i mean, the part about the tattoo is i got a tattoo when i was yes, eighteen, which is pretty crazy to think about, but i got a tattoo it’s the mirror image of two words and those two words, i believe. And so there were image of, i believe, yeah, yeah, so it’s a name? I mean, two words in hebrew and ah, they ii see it correctly in the mirror was meant as a very kind of personal thing. Onda kind of, i guess, just reminder that whatever’s in front of you, whatever you think you can’t kind of conquer if you have that self belief that it can be made real. And so, you know, i’m sitting the rumors going around about my tattoo, you know, right now live well, i’m glad you took your outer sweater off. Put your shirt up picture that i can it sze literally that crystal and i wouldn’t really can’t picture. All right, i’ll get pictures of you, but not i i will point to where it is on my body. Okay, on dh so it’s it’s a little it’s over my heart, and so i basically, you know, kind of said my prayers ask the big questions and this this kind of knowledge, this calmness, this stillness came over me and suddenly just kind of, i guess knew that it wasn’t my time, ondas soon as i knew that it wasn’t my time that it wasn’t my kind of data. Parrish i recognized right that’s for a reason. There’s there must be a reason that i’m here in the first place, and now i kind of value the sense that whatever comes next is probably gonna have a much more depth to it and that’s after we survived, when the next thing that happened is we fortunately, we’re able to travel through the developing world for the very first time in my life. I’ve never been exposed, teo poverty at that level to just indigenous cultures all around the world. It’s just not part of what we did when when we were kids growing up on dh so fortunately ship doesn’t go down there’s mass hysteria for about four or five hours, but semester it’s, he just did a miraculous job of weathering some obviously tough conditions. And then from the administration actually making sure that our semester could continue because most other probably woulda latto just get cancelled or something. And so we start traveling through these different countries, and i had a habit of asking one child per country, what do you want most in the world? And i figured i would get this this kind of material answer of what they want, and i haven’t write it down on a piece of paper, and then i could make a collage in my dorm room back-up college of, like, the different kind of cool things that kids were interested in buying around the world and that’s when i got to india, which is where i wanted to see most before i left on the trip and when i was there, it’s just it’s very devastating to see the levels of poverty that you witnessed there because oftentimes there’s a suffering associated with it, like there’s, just pain on people’s faces and you feel pretty helpless you feel like you can’t really do anything, especially as a twenty one year old at the time. And so i asked this one boy who was begging on the streets in northern india. He was like my one kid that i decided i was just so interested. Like, what would he want? You know, would it be a house would be a car? Would it be a boat? And i said, if you have anything the world, what would you want? And his answer was a pencil, and it just blew me away. And so i kind of started to ask some more questions, and i realised he had never been to school before and that anything that he was given was taken away from him money kind of candy, etcetera. But i guess in his mind, you know, he saw there boys coming back from school with pens and pencils, writing on piece of paper and that the one thing that he wanted to pursue was unlocking his own creativity, opportunity, curiosity, imagination and that access to education would do that. And so i gave my pencil. He lit up, and i just started passing out pens and pencils everywhere that our travel after that because it opened up conversations often times with with young people about their hopes and dreams, and if not, i would give it. To a mother in a market so i could ask her about what she wanted for a child, and it just always came back to quality education. And so from that point forward, i just became obsessed with creating, you know, world there are at least helping to create a world in which every single child has access to quality education and r and you site in the book the our global education crisis. Yeah, yeah, right now, there’s fifty seven million children without any access. Teo basic education what’s justus bad, because that really focuses on the access issue, but i’m really happy to see that a lot of the global leaders on education are focusing on second element, which is quality learning on dh. So you have two hundred fifty million children who are in classrooms but cannot read or write their own name by the end of fourth or fifth grade. And so it’s more than just getting kids in rooms it’s, it’s actually making sure they have quality teachers and that learning outcomes are being valued as well. Part of one of the monsters that you you touched on in the story of the ss explorer is andi travels that came after? It is that tourists see and travelers seek yeah, you’re clearly a seeker. Yeah, that that was one of my firm for probably two or three years. That was my main mantra that i just wrote on any piece of paper that i could as a reminder to myself. Because when you, when you really start traveling, you take a lot of pride in being a traveller. And you almost disassociate with tourism. Yeah, it’s, sort of. Well, the tourists will just sort of rattle off the country’s, right? Oh, i’ve been there. I’ve been there. I’ve been there, right? Right. I mean, tourists and my mind are are interested in seeing and and it’s not to discount tourism, because now i have vacations where i just want to be a tourist sometimes. But that’s when you’re kind of interested in seeing what i would say the quote country has to offer, like the museums, the moss, the churches, the center guys the most, you know, kind of beautiful sights when i think about being a travel that’s much more about what the people have to offer and so that’s about, you know, getting into individuals, homes, you know, eating the local food with local people, seeing what actual you know, the regional customs are and how people lived, not how they present their historic artifacts to those that are interested in the tourist elements of that culture. And so, you know, it’s, not the discount either one of them, but i find and certainly when i was in my early twenties and i was traveling country after country after country for extended periods of time, i was interested in seeking and almost finding answer is not just, you know, seeing beautiful sights, you were pretty comfortable at another place where you ended up not doing internship, but working, obeying you had had an internship there first, right? You know, so so i don’t i held different internships in a financial industry so again, since i was kind of sixteen on words most summers, i would work either hedge fund’s fund of funds or institutional banks and then came back after some of my travels and went through interviews with investment banks and consulting firms in private equity, and i landed up ended up at bain and company, the consulting firm, which eighty percent of people had been capital to private equity firm are form being consultants. So in my mind, i was going to bane and company to then work at bain capital, and you were you were comfortable there hyre from outward appearances, but but there was, ah, discomfort internally. Yeah, very much so. And i know that i speak about this in the book and again, i’ll say i mean, i’m a z big of a proponent of banning companies possible. I had such an incredible experience there. And truthfully, there’s no way that pencil a promise would have become what it became without my my training and experience and the goodwill of the people at bane that i worked with. But, you know, coming out of school, i was so passionate about this one issue, but time and time again, when i would share with people i want to go build a school, and i wanna go help kids in this one country, whatever that country might be that i was passionate about at the time they’d say to me if they knew me. Well, well, this sounds great, but you’ve always had a business background. You speak the language. Of business, why don’t you try and get some more formal business training? And then maybe even a mass some personal wealth and with that wealth start something and with your network and resource is etcetera build something based off of your kind of business career and kind of reluctantly took their advice and saw it for what it was and it was pretty sound. And so i went to work in vain, but with the whole time i was there, i viewed it is a form of paid business school, and i think that’s really important for any young person in any job is to not go into the job thinking all right, what’s my salary and, you know, prioritized the prestige of my business car, but it’s really, about how much can you learn? Because because that’s what’s, valuable in your first two or three jobs is kind of creating the foundation for your like operating system in the business world going forward. And so i went to maine and, you know, it was working on these great fortune five hundred or forty one thousand companies learning a ton, but i just what couldn’t get passionate about the clients that we worked on and it’s just the industries i wasn’t intrigued by. And so i was at the time, living in this really beautiful apartment. And in new york city. Yeah. I mean, i had this great apartment on union square. Onda had, you know, access to really fun parties and a bunch of my friends from high school and college and different travels were used to go to republic. The noodle shop? Yeah. It’s. Really good. I like it noisy, but yeah, they have very, very good, pat. Yeah. And so from outward appearances, i was working at a very prestigious firm, eyes twenty three going on twenty four on dh. So i was making good money. I had business opportunities that were absurd for somebody of my age. I mean, back then, this is kind of two thousand seven, so it was just before a lot of the crash happened. So we were getting calls from major private equity and hedge funds that were offering us two hundred fifty thousand dollars until yvaine. And i’m you know, like twenty forgetting offered two hundred fifty grand toe leave my job. That’s already a good job on dso. From all outward appearances, somebody who said like, wow, this is a guy that’s really got it made, but internally i was living a life that was one of you would say, exclusively self interest on dh that’s just because i was, i don’t know just a young kind of single guy in new york with a good job and obsessed with getting into a party or how much money i could make our, you know, just something about myself, and i kind of realized one day that i wasn’t living the type of life that i had aspired to live, and when i thought back to that day on semester it see where i recognized both purpose and the value of legacy i wasn’t pursuing either, and i needed to find a way to get back to that. And the single most powerful way that i could do that was by focusing on honoring or service to another person. What do you think brought you to this evolving introspection had what? Is there a trigger or just it’s? Looks like it’s snowing inside or what is it that brings you to think, i think it’s two things and again i would advocate for anyone else that they pay attention to both of of any age, by the way o for sure doesn’t only latto millennials, for sure. I mean, i’m now thirty, and i paint china pay attention of both as often as i can. The first is the restless voice that keeps you up at night on dh that’s, one of my montrose that i’ve used for years is just embrace the late sleepless nights like the things that keep you up at night actually don’t try and turn those off every so often just try and dive into them and see what it is that’s gnawing at you and pulling you, and it says that tattooed on, you know what? Maybe one? Okay, everyone day still very meaningful to you not to minimize it, right? Right? And then the second thing is writing so written in usually like, i’ll buy a really nice kind of leather bound journal, because i find that if you have a journal that you really love, it’ll lead you to write in it mohr and write better content rather than just kind of buying like a John cheap $:10 barrel bound that’s. Been my you know, my dreams, aaron spiral bound, you know, because i could rip them out when they don’t come true. It’s it’s and then i just buy a new binder after i’ve exhaust one hundred fifty sheets one hundred fifty dreams gone now just got two pieces of cardboard and a wire holding them together, right? I just throw the whole thing away and start again so so yours or i’m gonna get you one of the but, like, fifty dollars leather valente’s gonna drive, but i’m telling you, once you have a nice day journal, you almost feel like i this thing is going to be around for a while and made my crane kids will read this one day, so i have to write realists kind of essential truths that will carry forward. And so so every so often i try and write, and when i write, i just look at the words on the page and it’s like, why am i not following this? And so that those are the two things that helped me pull pull things out that, i guess lead to the introspection that you’re describing? Um so despite thea, i don’t know either encouragement to wait or discouragement. Tio start immediately from mentors and family, too. You know this advice? That seems sound, but it was still troubling to you. You started with you started pencils of promise with twenty five dollars. Yeah, s so what ended up happening was that bane has something that they called their ex turned ship opportunity and it’s usually in your third year where you can go work for anyone else for six months and come back and it’s really nice way for to get industry experience for them. Teo also keep you within the company while giving you the opportunity to, you know, test your your foot in the waters of one of the industry’s you might be interested in. And so most people leave their work at one of the main portfolio companies or they’ll work at in the financial sector, hedge funds or private equity. Some of these places that are calling you you’re like, hey, i can try it out for six months being doesn’t pay you the company does and so it’s a really incredible thing that they do. And so i just started thinking about all right, what can i do. What can i do? I have six months. And then i got this idea in my head. I was like, why don’t i just tap back into my passion around education in the developing world and work for someone that i’ve been, you know, volunteering for for years i’ll go out to cambodia for this one organization that cambodian children’s fund and volunteer with their founder, who was a real hero of mine. And then i just want what’s that person’s name. Ccf. Yeah. So the ccf, his name is scott neeson. Ok, shot. I mean, you mentioned your your fiance? Not by name. What’s your fiance’s name? Tequila. Okay. Won’t shut her out too. Yeah. Okay. All right. So scott was very meaningful. Well, he was another one of those people. That just that was a really changed my life. And so i suddenly got the itch to do something entrepreneurial. Andi had done little entrepreneurial things throughout my life, but i realised maybe i can start a new organization. And rather than volunteering with scott for six months, i could actually find a way to build one school. Do it on that. You know this six? Month extension. And then, over the next twenty years of my career, i could have this organization that built the school a year, you know, that was kind of the ambition. And so i went to the bank, had this kind of big epiphany night, and i realized the name pencils of promise could really kind of capture the spirit of things. And so i went to the bank and in my hometown, and i said, what does it take to open up a bank account? I want to start an organization called pencil promise. I wanna build one school and ideally dedicated to my grandmother and the woman on it was debbie said, well, i like the name i said, metoo thank you. And she said, well, you need at least twenty five dollars, to open up a bank account, a bank of america i said, okay, that’s, a good sign. I’m turning twenty five this month, so i’ll give you twenty five bucks on a chance for, you know, put in twenty five bucks and tow this new account and literally bootstrapped it from there to now the, you know, millions of dollars that we raise annually on. Dedicated to your grandmother worked in a sweatshop, you’d said, yeah, yeah, i mean, i really thought about how could i, you know, fulfilled this sense of purpose, not only for myself but for somebody else and, you know, eventually, you know, now we have schools dedicated to each of my grandmother’s, my grandfather’s, my parents, there’s one as well, my brother’s, etcetera. And, you know, we broke ground on over two hundred schools in each of those schools are now dedicated to an individual that the person who helped bring that school to freshen eyes close to and so that’s a really beautiful part, i find of the work that we d’oh but but, yeah, she she’s obviously sacrificed a ton so that i could be in the, you know, the life position that i’m in now. And so that was a big part of it, you know? And so over two hundred so my my intro was a little out of date you’re over two hundred? Yeah, wait, we’ve broken ground. I’m just over two hundred schools, ok? We’re going toe i’m going to transition. Teo tony’s take two very briefly and that’s a perfect point for adam. And i to kick off and we’ll get into some of his advice about scaling from twenty five dollars, to a million and possibly beyond and how that gets done because i know that you’re all in small and midsize non-profits and you’d like to know how pencils of promise did it. We need to take a break, wagner, cps they’ve got an archival webinar webinar that i employ you to check out, prepare your nine ninety for success if you are one of the fortunate organizations that is enthralled to complete the full nine ninety not that pure all easy form or the end, even the postcard then listen to wagner’s webinar and i’m doubling these wigan ours it’s a wagon r it includes common mistakes and most damaging mistakes you want to avoid those also how to use your nine ninety is a marketing tool click goto weinger cps dot com click resource is then wagon ours now time for tony’s take two non-profit radio will be back at the non-profit technology conference this month. It’s eighteen ninety see, the hashtag is eighty ninety see, we’re going to be in new orleans. It’s april eleven to thirteen non-profit radio will be at booth three. Oh, five will be recording tons of interviews. I wouldn’t be surprised if we get thirty or more. That was what it was two years ago when i was there. Interviews all smart people. You know what this is about? This is using technology smarter and quicker, more efficiently so that you can focus on goals and mission. And you know, that is not just for technologists. Are we living through this year after year? It gets so boring to hear it over and over. But we have new listeners. You got to know it is not just for technologists. So anybody who’s using technology that includes word wordpress? Are you using these things? Unless you’re still on index cards, you should be at ntc the non-profit technology conference because this is what antenna non-profit technology network is all about. Smarter use of technology for non-profits non-profit technology. It’s all linked together. All right, so if you go into the conference, check us out at booth three. Oh, five will have the bright lights because we’re shooting video and there will be lots of smart interviews to come along in the future. Months on. Non-profit radio, i don’t have any books yet, but lots of invitations air out, so i know there’s going to be we’re going to be covering like blockchain, which coincides with bitcoin, i hope you know that if you don’t, you’ll learn it. If you do, you’ll learn even more, but that’s just getting started. I mean, we got social media interviews that i’m sure we’re going to book. Um, um, planning oh, yes, strategic planning around technology, we’ve got a couple interviews that into invitations out. I’m sure we’ll get interviews for that, too. All right, so that’s coming up non-profit radio at the non-profit technology conference now we got to do a live listen love and what comes right after that. And then after that so the live love goes out? Yes, where i am a p recorded today. Um, so i can’t shout you out by city and state or country, but, you know, we got the we got the regulars, the regulars are always dropping by there’s always somebody in california there’s always multiple new york, new york there’s often staten island and brooklyn. We don’t get queens and bronx too often, so we’re going to assume that those people are there, and then there’s, new brunswick, new jersey, and new bern, north carolina. You know the regulars. Um, but if you’re not among the regular live listener, love goes out to you. Nonetheless, the podcast pleasantries thank you for listening on whatever device, whatever time, thank you for building us into your schedule and the affiliate affections to our many am and fm listeners throughout the country. Affections to you. Now we return to my conversation with adam braun and the pencils of promise story. Okay, adam, you’re still here. You hung around. Yeah, thankyou ways. We’ll keep talking since you, since you stayed around. Yeah, sure. Um from twenty five dollars, to now you’re over, you got over two hundred schools. Eso globally. Eso. We’ve broken ground. I’m more than two hundred, you know, once you break ground, it takes a couple months toe open him. So we’re right on the cusp of the two hundred being open, but we’ve broken ground on more than two hundred, okay, all right. What was what was day two? Like after the after twenty five dollars, now you’re still employed? So you you sort of bootstrap this, right? Right. So so bane gave me, you know, they said once i persuaded them to let me go do this because people hadn’t done entrepreneurial things through this external ship, okay? They said on dh, they’re not paying you during this now, so they let me keep my health insurance, which was nice of them, all right? And that i think they gave me, like, you know, very, very, very small stipend, monthly little income, but it wasn’t as much. So, you know, right after that they said to me, okay, we’ll let you go do this, but it has to be off the ground when you leave to pursue it so you can’t leave to create an organization, you have to work for something that’s in existence, so we need to at least see the filing, the registration, all of that kind of good stuff. So it took me about five months to get that done, and i knew in my head that i wanted teo start in march, that was just kind of the time frame so i had from october to march to get it off the ground, and the first thing obviously was i’m going to raise the money and my birthday is on halloween, and so i’d always thrown really fun halloween, you know, parties and often school. Since i was twenty one on words, i had always said, you don’t get five or ten or whatever dollars at the door and that’s going to go towards the charity of choice, oftentimes the cambodian children’s fund. And so i ended up basically during this big party in new york, saying, give twenty dollars at the door or whatever you want twenty five if you want, from a twenty fifth birthday and wait, about four hundred people came out come out, and we raised a thousand dollars and then friends, mind on people that attended the event said, wow, this is really great. I want to support pencils of promise more let’s do another one. So we threw another big event, which was a masquerade party, and then i had people in my apartment for new year’s, and i said, give whatever you want instead of paying, you know, some overpriced. Party in new york give whatever you can afford and, you know, we’ll put it towards helping build this first school, and so we end up raising the funds to build the first school just over those first three events, and at the same time, i was, you know, meeting after hours with, you know, probono lawyer to help get the registration done and when i started to do is kind of coal ah lot of different young professionals across new york who are interested in our work on dh say to them, ok, this is volunteer for all of us, but come meet at the main office are the goldman sachs office or what? Bbh was on advertising agency that one of the key people worked that we’d meet there, like nine, ten at night, we’d white port, a ton of stuff, and, you know, it was like a fun project at the time. I couldn’t even believe the first time that we had a white port session, i took a photo and was like, i can’t believe that pencil promises so real that we’re right here front dahna white-collar you know, it was such a big hurdle for us. And then i started teo late night. Just email anybody that i could that was associated with education in laos. Because that’s really what i wanted to start. I travelled the thanh and really found love of southeast asia. And i wanted to work in one of the areas that had very low ngo density. Not like one of the ones it’s kind of over served and saturated with ngo’s. I wanted to work in kind of the most underserved. Is that why you chose laos over cambodia? That was one of the big ones. Yeah, yeah. Now, that was one of the biggest reasons of the second one was that louse just from an economic indicator standpoint, has greater poverty, as does myanmar. But myanmar was politically cut off in two thousand eight. You’re gonna get in the country. So when i thought about the region i loved most plants just really fit all the kind of buttons that i was looking at the potion. So fortunately, after a lot of people either ignoring my emails are telling me to go away. One organizations important lesson there never, never discouraged or maybe discovered, but never stopped by people. Turning you down flat? Yeah, it wasn’t like i just said, i want to build a school class and i emailed somebody and they said yes, then there was silence for a long time. There’s ah, similar lesson i’m thinking of the academy awards were just a couple nights ago on dh matthew mcconaughey won best actor for dallas buyers club, and i saw a clip of him saying that the production of the movie was turned down one hundred and one hundred thirty seven times one hundred fifty seven times he was counting, but over four years, obviously the film got made, and then he just won best actor and the supporting actor one the coast doctor was won best supporting actor. Yeah, so not to be, you know, don’t it? I mean, matthew mcconaughey gets turned down, adam broadened, gets turned down a lot. You don’t, you don’t stop. Yeah, i mean, i can’t remember for the how the line was phrase in the book, but there was something about it got iterated a bunch of times over different drafts, you know, it wasn’t a changing stuff, but one of the things that i tried to really share. With people was that, you know, the kind of best friend of any entrepreneur is resilience that you’re going to get turned down over and over and over again, and people are going to come in and out of your organization and some of them you’re going to think are kind of the savior and going to make everything perfect on and some people you’re going to say like they’re not doing anything on dh, they might end up being really fantastic, but at the end of the day, if you don’t have significant resilience and just this kind of done, like no matter what happens undaunted sense, you know that to the idea of being an impossible list it’s, like you get excited when people say it’s impossible, and so people keep on saying to me like, oh no, this can’t happen or you don’t want to work here one reason or another white shouldn’t be, and i just knew it had to be there, and so i just wouldn’t stop until i found the right person that could help me get a foot in the door. And unfortunately, this married couple that was living in new jersey, they had an office further small business in new york city, i said, yeah, we built almost twenty schools of the last decade in laos. We’d love to chat with you, and so i took the n train down after work from times square, toe prints street and weigh enough spending four hours together and they were like, yeah, we’re working in the exact region where you’re interested, and if you’ve raised the funds already, we can help you get in the foot foot in the door, and we have ah, local coordinator named tong chan, who lives in long for bunkhouse so he can help you on the ground. And so it’s a crate, i’ll fly out there, i’ll figure it out, you know, get my backpack on last second of buddy of mine came with me, and then this is when the bangkok airport riots happened in two thousand eight, and so he had to turn around because he’s, south african at these issues. So now i’m like, alone on a bumpy ten hour bus headed upto laos land in a backpacker guest house for ten dollars a night and that’s where i stayed and this guy took me around and introduced me. The education ministry helped set up the creation of our very first school. And then eventually, when i needed my own staff, the first woman that i went to was the young lady who did the dishes and clean the sheets at the guest house where i’m staying. And i asked her to become our first coordinator as a volunteer. She said i would love to, but you need to ask my mom for permission sight that put on like my one deed up button down that was in the bottom of a backpack that i was carrying with me. Ask her mom and her mom kind of said, yeah, but only under these conditions and long story short, that woman is now our country head on. Allows she manages a forty person staff. And when the southeast asia games happened a few years ago, she was the mohammed ali. She let the torch in the middle of understand. What did you see in her? As the woman who was doing the house, keeping at the the guesthouse? It’s tough to explain, but she’s just one of those people who has a light about them when you spend time with her, she just makes you happy. She just has immense. I would say dignity, you know, she she just and that’s one of the things that people always ask me as well, how do you know to trust people and make sure that money doesn’t get lost when you work in the developing world? And that was one thing that was really essential to me is that we would build a model where every single dollar was used as efficiently as possible. And that meant not paying out outside contractors and funding, you know, outside entities, but actually keeping money in our organization, hiring our own staff to execute on our programs. And this woman illinois she’s, just one of those exceptional people. You can’t meet her and not believe in her on dh. So you know, she she made it easy on me, and she spoke great english. That was another thing. It was really tough to find anyone who spoke quality english and her english was actually fantastic. Something in your gut, though, to hell for not having called god with her. And it was it’s proven. I mean, she’s like the star of the organization the’s a great lessons for scaling. All right, so the first school gets built, i’m goingto go through seller accelerated version. We have an hour, but we only have an hour. How do you continue to scale the organization to getting to know a quarter million dollars a year budget? Half million dollar year? Yeah, eso won. We realized, ah, that our events could make you know, let’s say between five and thirty thousand dollars and that that at the time, for me, it was really exciting. Like, wow, we made twenty five thousand. I mean, we didn’t have a single thousand dollar donor at the time. Ninety eight percent of pencils of promise is donations in await no nine were in amounts of one hundred dollars or less. So, you know, getting like a five hundred dollar donation was huge if somebody bought a fifty dollar ticket to one of our events and then paypal later on, so i don’t know there was an error and gave them their money back. I was like hounding them for the fifty dollars. So so that’s, how small we were. And fortunately, one of the girls that was on our leadership team who was volunteering on the side had worked on building a non-profit previously, that was also a kind of small organization built by young professionals on the sides of their job, and she just said out, right, i will not participate in this if our fund-raising model is event based, its just not scaleable we can’t keep doing events that that’s an important lesson, a lot of small shops, you need to know that it’s it’s just not not scaleable, not sustainable, exactly events just so time consuming, and you don’t draw the right kind of people all the time consistent, you know, long term don’t type people for sure. And i remember when she said that i was frustrated. It sounds like we’re doing really well, why not going my model, right? Yeah, i mean, when you’re starting and you know, something like five or ten or twenty thousand dollars feels like a huge amount. It’s it’s really hard to say no, no, we’re not gonna keep doing this, but that’s the only way that you’re going to get to a bigger level so you were willing to let her shake you up to oh, definitely, i think that’s one of the essential parts of leadership is to surround yourself with people who are better than you at most of the leadership characteristics that you need within an organization, and to find the kind of one nugget where you are fantastic, or you could almost have an unfair competitive advantage over anybody else in the world and in my case, that’s telling the story of pencils of promise and believing in it with relentless conviction to the point where people can’t turn away from it. That’s what i’m uniquely qualified in exceptional to dio now executing an event, there’s a lot of people that are better than me at that fund-raising design digital there’s all people out there that can do those things better than me, and my job is to give them an opportunity to manifest and to become the best version of themselves through this organization by doing what they love most and what their most capable and so so, yeah, i was very open toe her belief that that was the, you know, the path that we needed to take was not to become over dependent on our events, and so we had to. Kind of take a risk in another direction. I think that’s also a really important part of anybody that’s trying to chief scale is you have to try and predict where the world is going, then position yourselves ahead of the curve and then, you know, grow into that next phase and it’s it’s, scary and it’s risky, because if you’re wrong, you’re organization potentially shuts down, but what i did is i took two bets. I would say the first one was on the rise of digital on social media. I keep mine. This is two thousand eight early two thousand nine you know, twitter was essentially, you know, not really on the scene at all. Instagram hadn’t even started the dominant social platform at the time was rapidly becoming facebook, but it certainly wasn’t used by non-profit professionals as significant area of dahna engagement people were thinking about direct mailing, they were thinking about, you know, face-to-face communications and they were really focused on major gifts, and so i was mark zuckerberg xero in college s o he started facebook at harvard as a sophomore in two thousand for i was a sophomore at brown at the time. And my best friend had a identical twin who went to harvard, and so we were like the beta testers from facebook, and so all of my friends were on the platform, and i could see that all these other people were going to be coming on soon. So if we became one of the most, i would say present organizations and kind of lead the way on how to engage people through digital on social media, it could really elevate our brand status and game kind of significance for us. So that was the first kind of bet was focusing on building a digital community rather than going after major donors and just saying, all right, let’s focus on the quality of our work and the scalability of a model on the ground. Our core programs let’s focus on building community specifically through digital, and then the third one was betting that cause marketing would become really relevant for major brands and that if they were interested in investing their dollars into creating social good, that we as an organization that built schools all around the world would be a really good fit for some of those corporate contributions. And so that’s, what i focused on in two thousand, i would say nine in early two thousand ten when i eventually would like to schools, and i left man to do this full time. I didn’t focus on high net worth individuals and in focus on major fund-raising focused on programs community on dh, eventually getting a story that would draw in corporate engagement, and by late two thousand ten, suddenly we had all three in place, and this is another mantra in the book is you only get one chance at a first impression, and so i didn’t do a single interview. I didn’t tell our story in any platform for two years, until we have more than ten schools, at which point i felt like we had a great story that could travel and at that point in time shared it with ah writer at the huffington post, and much to my surprise landing on the the cover of huffpost impact on the story was like how one backpacker built fifteen schools with just one pencil on so it’s kind of this story that could travel and next thing i knew, i had tons of corporate saying hey, we want to work with you, you know, startup brands, and we suddenly had our choice to say yes, we will take your dollars in this fashion if you build this campaign with us and we jumped up from you know, about less than fifty thousand dollars the first year less than one hundred thousand dollars the next year and by two thousand ten, we’re raising over a million dollars. We gotta go out for a couple minutes. We’ll be right back. I’d love the cliffhanging moments. Outstanding. Hang in there. Got to take a break. Tell us the credit card payment processing company you want to get affiliated with them, you want to check them out? People have been going to the web site let’s get them actual leads. Because this is a long tale of passive revenue for your organization. Check out the video at twenty dahna slash tony tello’s. That explains everything. The basics of it is are the basics. Are that’s a plural? The basics of it are that you get businesses. Local businesses that take credit cards, name one that doesn’t. And you encourage them to support your organization by switching to tell us. For their credit card processing. Okay, they they have a processor now it is a good chance is a bank. The fees are high, you’ve got lower fees. And as they switch and do transactions, you get fifty percent of all those transactions ad infinitum, that’s the long revenue tail. Tony dahna i’m a slash tony tell us now, back to adam braun. Welcome back, big non-profit ideas for the other ninety five percent. Andi, we’re talking about a non-profit that went from small to deeply midsize, but lots of lessons for everybody who wants to scale an organization, which is a lot of people. I get a i get a lot of enquiries from organizations that are one or two people, you know? How do we get to the next level? And adam, you’ve laid out, you know, three your story, probably half a dozen valuable lessons. What else? What else would you say to people situated like that? So for us to continue scaling after kind of taking those almost calculated bats on the places that we thought that the industry would go, i kind of started to really hit the road and speak as much as i could in front of audiences. And this is another, i think, really important lesson for anyone. That’s, that’s, tryingto grow, and it goes beyond just the direct lesson, but it’s something that i found more than just in public speaking engagements, but anywhere that i end up, which is this mantra, focus on one person in every room. And so i thought initially, if i give a speech and there’s twenty five, people there that’s, twenty five potential donors and every single one of them needs to leave the room, becoming a supporter of pencils of promise and so it’s kind of this funny story in the book, but the first speech that i gave was that oklahoma state university, one of largest colleges in the country i’m picturing like dahna stadium with like, throngs of cheering college students, you know, thousands of kids like yeah, we want. And i went to my speech that visualization tohave, though, was wonderful did not come to fruition on, so i walk in the room and there’s one person at my first speech. Ah, and so i had, like, a forty five minute speech prepared that i had to give tow my four. Friends that were already there traveling with me and then this this one girl, chelsea. And much to my surprise, she became this incredible advocate of the organization, started our first college chapter, launched a kind of campus network, brought it down to the high school level, spoke at her alma mater, got this one kid on in that room, completely engaged around the organization. His name’s andrew gray. He became obsessed with our work here. It ended up taking over the chapter when he went to oklahoma state. He became so interested in what we do know that he then went on semester at sea. He just spoke at the u n in geneva like months ago on dh there’s all these incredible stories of individuals taking our work and making it their own and kind of becoming the next torchbearer and helping scale what we do. But it it’s not a deluded set of convictions across a mass scale of people it’s actually having fewer but more deeply engaged people. That adds trends value to your work as an organization. So now when i go into room, i’m looking for one person in every single room that could be the anchor and then it’s up to them to build the community. It’s not up to me on dso and i share that very openly, and you’d be amazed with the traction that it gets if you’re giving a speech and you say, i’m looking for one person here and almost creates this area exclusivity and people want things, yeah, i want to be the person. No, no, i want to off you the minute. I mean, after after speeches now consistently have somebody come up here and say that, you know, you spoke for thirty minutes. He spoke for ten minutes. You spoke for an hour, i just want, you know, when you said that i’m looking for one person, i’m that person. This is what i’ve been seeking out. You just gave me the opportunity. I’m going to be your one, and then they feel accountable, teo helping make sure that we succeed as an organization. And so what do you do if the next person walks up and says the exact same thing? I say you two should talk and see who will be the one you duke it out, all right? At least you’re honest. You don’t say, oh, well, great, great! You’re the first one who came alright, i duplicitous, um, there’s half a dozen more behind you. Yeah, exactly. Sorry. S oh, yeah, that was a really, really big important lesson for and then another one eyes this this mantra fess up to your failures. I think that a lot of times we in individuals that work in this space, we feel like we could never be wrong because one the nature of the work doesn’t, you know, promote failure. If you’re trying to help somebody else, no one wants to see you fail, and you certainly don’t want to speak about your failures. And then secondly, it’s such a uphill battle to begin with that it seems counterintuitive to say, oh, no, i feel that i failed miserably and let me tell you about that failure. But one of the things that i’ve seen is that the times that i fall down the times that i fail, if i really accepted my own and i speak about it openly it’s amazing to see one the opportunities for growth that come out of failure, it’s usually not when you’re succeeding that suddenly you’re able to grow tremendously as an individual are as an organization, but it’s, when things go really wrong. In our case, we had two staff members basically jumped and held up at knifepoint in guatemala and up until that point, you know what? We were all kind of twentysomethings excited about the work like, hey, we’re helping out these kids in these communities, and suddenly we realize the weight of responsibility that we had, we don’t have any like, you know, kinda would say policies or procedures set upfor ramifications of what happens if there’s a disaster in country, and we suddenly said, like, wow, this is a lot more serious this work that we’re doing them, we’re realizing and it’s time for us to step up as an organization, that means tightening up two screws, not just in our inn country policies, but what happens in our home office in new york. What happens if one of our external event something goes wrong and it really forced tremendous growth for us as an organization than as individuals that forced us to become really close together as it’s? Kind of, you know, not know so they friends but colleagues and you know, having friendship type relationships within our work together and so that’s, another big one for me is just when things go wrong, she’d see that as an opportunity for growth and, you know, fessed up to your failure admit what went wrong because you’ll find that people who want to see you grow and succeed will start to invest more heavily in your long term success. What is next for pencils of promise that’s on the horizon? So we have some now really big, ambitious goals beyond our school building we’ve launched in the last few years, programs on teacher training and student scholarships, so putting up the four walls, making sure the community’s air heavily invested andi do that through a lot of things. Probably the most well known ofwhich is ten to twenty percent of the funding from every one of our school’s comes from the community itself, and since they don’t have any, you know, oftentimes there, unless in two dollars a day, they don’t have the dollars to pay for it. What they’ll end up doing is they’ll provide that contribution through materials and labor will physically build their own school, which is really you know, leads to significant ownership in investment. And so we realized we need to go beyond just the four walls. We need to make sure we have great teachers. So teacher training scholarships. But the biggest thing for us is one sharing with people that, you know, for twenty five thousand dollars, they could build a school for two hundred fifty dollars. They can provide a scholarship for five hundred dollars, they can train a teacher, and then ultimately, we recognize that education is changing. And so we’re launching a series of innovation pilots to incorporate new technologies and new teaching methods in the classrooms, including your three d printing. Yeah, it’s not yeah, yeah, so we’re incorporating three d printers in laos. Teo, create literacy in a box. Tool kits were putting e readers in our classrooms in ghana piloting, seeing how those go we’re looking into building a long distance radio program. Teo get increased storytelling into rural communities. And m i t a think tank out of them. It is helping us build that. And so it’s really exciting what’s ahead and we have to go out with this. What is it that you love about? The work you’re doing, i love that that it makes people come alive on that. It brings them a sense of purpose and fulfillment and meaning. Thank you very much out of brian. Thank you. The book is the promise of a pencil. The organization is pencils of promise dot or ge and you’ll find adam and adam braun dot com again, thanks very much out of my pleasure. Thank you for having me my pleasure. Next week we’re going to remember the ice bucket challenge twenty fourteen. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com were supported by pursuing online tools for small and midsize non-profits data driven and technology enabled tony dahna slash pursuant radio, whether see piela is guiding you beyond the numbers regular cps dot com and tell us credit card payment processing your passive revenue stream tourney dahna slash tony tell us are pretty creative producer is claire meyerhoff sent liebowitz is the line producer shows social media is by susan chavez, and this wonderful music is by scott stein of brooklyn. Be with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great. Hey! You’re listening to the talking, alternate network, waiting to get you thinking. E-giving cubine are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi. I’m nor ing. Sometimes the potentially ater tune in every tuesday line to ten eastern time and listen for new ideas on my show. Beyond potential live life your way on talk radio dot n y c. Are you feeling unhappy with your body, shape or size? Ever feel out of control with food? I’m elizabeth from nourish the soul, and on the show, you’ll uncover the route to these imbalances and discover a permanent solution. Latto having a healthy relationship to food and your body. Join us every thursday morning at eleven a, m eastern time on talk radio dot. 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 are you into comics, movies and pop culture at large? 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Nonprofit Radio for March 16, 2018: Date Your Donors

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Jonah Halper: Date Your Donors

Jonah Halper is author of the book “Date Your Donors.” He wants you to enjoy the full breadth of fundraising relationships. He’s founder and partner of Altruicity consulting. (Originally aired 3/4/16)

 

 

 

 


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Oh, hi there. Hello and welcome to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent on your aptly named host. Oh, i’m glad you’re with me. I’d suffer with logar mania if you talked to me about the idea that you missed today’s show date your donors. Jonah helper is author of the book. Get your donors. He wants you to enjoy the full breath of fund-raising relationships he’s, founder and partner of altruicity consulting and he’s with me for the hour. This originally aired on march fourth twenty sixteen on tony’s take two new relationship videos responsive by pursuant full service fund-raising data driven and technology enabled tony dahna slash pursuant radio and by weinger sepa is guiding you beyond the numbers. Wagner, cps dot com tell us attorney credit card processing into your passive revenue stream durney dahna may slash tony tell us let’s get started with jonah helper and get your donors. Jonah helper is author of the new book date your donors. He wants you to enjoy the full breath of fund-raising relationships he’s, founder and partner of altruicity consulting and he’s with me for the hour. So glad to welcome jonah helper halper halper back to the studio has been a guest before. His new book is date your donor’s he’s, a non-profit marketer and fundraiser with over ten years of experience specializing in new donorsearch acquisition and engaging gen x and wires. He’s, founder and partner of altruicity consulting. They’re at altruicity dot com. The book is at gate, your donor’s dot com and he’s at jonah helper already chuckling. Yeah, welcome back to the studio. Welcome back to the show. I haven’t thrilled in here. Thank you so much. Good to see you. Good to have you here. Congratulations on the book. Thank you. How did you get to the concept of dating and donors? So i started doing ah, training fund-raising training a couple of years ago. And i just found i started using a lot of dating analogies that was very natural on daz. I started tio go down that rabbit hole of discussing, you know, how fund-raising is is akin to relationships in courtship and attraction and things along those lines. I started to think about about my career as a fundraiser, and i noticed that there were even even the people who, you know. Classically trained in fund-raising and, you know, had the experience, some fundraisers were unbelievable at the craft, you know, there’s some fundraisers who, you know, we’re okay, they’re mediocre or they were just, you know, kind of putting in the time and they’re doing the kind of, ah, the best breast practices of the business, but there was a clear line between those who were the born fundraisers or seemingly born fund-raising and those who weren’t and i started to wonder why that wass and it wasn’t something you would able to see in a resume, it wasn’t something that was just, you know, you can look and see their track record and see why that was the case. It was experiential, like i would interact with these people, and that was it was kind of like an use of cool, like, it was just like you would be around them and you would be, you know, wanting to be around that would be attracted to and as that started to take shape, i started teo kind of more put, ah, structure around it to say, what is it that those type of people have that makes people want to? Be around them as a fundraiser or as just a human being. And, you know, one of the interesting kind of correlations i found was it was very someone of my high school experience, which is you, weren’t you were you were not so cool in hyre i wish i was on the other side. But you know what it wass is i went to a boarding school, all boys, a tremendous amount of testosterone. And basically, you know, the need and the desire to be on the in crowd was the most important thing to make. Yeah, i i spent so many waking hours just trying to figure out the chess moves that would take me to be in the inner circle. And what it did is it drove me further and further away. I became like the hanger on ah, and i thought i was i thought was a cool guy. I thought i had, you know, certain skills. I thought i you know, i was in a terrible ballplayer. Like the things that were important to high school boys. I was a terrible ballplayer. I i got my my varsity letter in announcing oh, i as one step below cheerleaders, annan varsity letter ship. So, i mean, i dealt with these things with a sense of humor and a nem barris ingley a large number of times. It would more be people laughing at me then with me. Right, which only, which only further perpetuates that downward spiral. Yeah, three guys, a joker reason he’s the jester. But he’s not, you know, it’s. Not even always laughing with them. Like i said so. All right, so i dealt with it. That was my athletic outlet was announcing right there and managing rights to carry soccer balls on and off the field. Make sure nobody was on the bus on time. So you’re announcing a managing in-kind of understandably why, you kind of self selected into certain kind of career. Yeah. Now, now announcing right for myself. Exactly. I’m not shepherding a bunch of high school kids on a bus on then announcing touchdown. Thie irony. The irony is i knew any i still know nothing about sports, right? I mean, i have trouble distinguishing football from baseball. Well, so have a great fundraiser is that you can talk intelligently on any subject for about two and a half minutes, lord, help you. If they want to have a deeper dive in texas well, two and half minutes they’ll be laughing that will be actually laughing at me. But i football is the one with the field goals, i think. Yes, yes. Your baseball has the three pointers. No, basketball is through your basketball to report. Okay, so so the irony was, you know that there’s somebody whispering what? What to announce almost exact my ear. Oh, that’s got a touchdown. Touchdown number fourteen that’s? Uh oh, yeah, here he is, steve berman, who was a friend of mine. I couldn’t remembers number, but that’s how i dealt with my awkwardness and oppcoll snusz so? So where i’m going with this is is that i found there were certain kind of character traits of that of that high school kid who seem to be the center of attention. And then i found that things don’t really change from high school things like yeah, i know i don’t i hope i’m in outlier and that in your theory, i’m an aberration. We’ll know what it does is it way kind of grow into a lot of the things that we are lacking in high school, high school, you’re just naturally you’re trying to figure yourself out there’s not necessarily the confidence there, you know, there’s a discovery that’s going on there so it’s not a natural thing for you kind of say, this is who i am, these with skills i bring that confidence that’s kind of grown over the years, but that what i’m alluding to when i’m kind of referencing now is the fact that confidence and clarity whether whether it’s real or not on the high school level, right, that perceived confidence is something that people are attracted to, the fact that you say i know who i am, i know what i stand for. This is what, whether for good or for bad, this is who i am, people want to be around people who have that who have the kind of that confidence say this is what we stand for. This is what i’m excited about. This is where i’m headed, and i want you to join me and confidence and clarity or a couple of things that were going to talk about yes, because as you’re suggesting, those are traits of good fundraisers. Those those outlier fundraisers that are at the at the high end? Yeah, absolutely. Okay, cool. Uh, what’s. So why don’t we go out a little early for a break right now? It seems like natural place and we come back, we will dive into the details of date. Your donors stay with us. It’s. Time for a break pursuant. Their newest paper is demystifying the donor journey. They want you to be intentional. Deliberate about stewarding your donors so you don’t lose them. This is very much what jonah and i are talking about today. Same subject different take pursue. It will help you create and fine tune your donorsearch stewardship plan paper is that tony dahna slash pursuant radio now, back to date your donors, jonah helper. My guest. We’re talking about his new book date your donors. Um, you want to start with authenticity, and so ah, this is where i was not so authentic in high school, but i believe i’m much more authentic now, but sure, authenticity a great trait for fundraisers. Yeah, you know, it’s it’s interesting. Because when you are in the business of raising money, you’re interacting with a lot of people. Who are high net worth who travel in certain circles? Have a certain lifestyle, it’s easy to kind of pander to them and try to say, you know, i want to be on the inside so i can get money from them. That’s the kind of at the perspective especially young fundraiser has is how can i get into this this network? And what i was when i mention before and when i think applies when it comes to authenticity, is andi also packaged in the non-profit, you know, jargon of mission and vision, the idea is that you should know what your folks what you’re standing for there is a few of my jonah helper and working with a special needs charity, and this is my my job and my mandate and what i’m raising money for. I’m not jonah helper, mr country club. I’m not jonah helper, mr poker player, you know, hanging, hanging out with with these individuals, they may become friends and that’s fine, and they may become my network, but i’m coming to them not underneath the guise of being a buddy of being one of their friends just being part of their network, but rather, i’m coming through the through the lens off my mission, what i’m in the business of doing, where i’m headed with this, what i hope to accomplish with my mission and how these individuals can be a part of that experience in a way authenticity is not me trying to fit into their world, mohr them trying to fit into my world, and and that requires me not to be focused on myself, right? And i know what i am, what i stand for, but rather interact with them, and then hopefully they see what who i am or what i stand for, that authenticity, what i’m really in the business of doing, and they’ll gravitate today, and they’re hopefully attracted to it, right? Not metoo them but them to me. So let’s, break this down because you’re talking about authenticity of the person and also authenticity of the organization cracked. All right, so let’s, start with the person. This is where we get to confidence, you know, you you want yeah, yeah, you just don’t want people to be molding themselves to what they think, the donor that they’re meeting that day or that our wants them to be right. But be true to yourself. Well, they’ll see right through that in there is if you’re the type of person who’s going to be mike mission creep like, you know, you know, i may be the business of doing this well, but you’re excited about that. Well, let me chase you down there about you know, about that that i know what i’m in the business of doing this is who i am, what i stand for that person’s a hedge fund, you know? Ah, man or woman, i am a fund-raising professional for this organization. That’s what i do know this is who i am and what i do if the if the stars align and they’re interested in what i’m doing, they’ll support it. If this is not of interest to them, it is not a priority for them if it’s, you know, not meant to be it’s not meant to be, but the moment i start chasing people down this, then i’m effectively being that kind of aggressive door knocker to say, you know, give, give, give me, me, me, i i and that’s why i don’t want to be playing now, but what about when you get into situations like you’re meeting with a donor and we get into a political conversation or something religious, you know where you’re your stars are not aligned with theirs, you know, maybe you’re different political spectrum, different into the political direction, then they are how do we how do we stay authentic? So it’s? Interesting, because i’ll give a kind of ah kind of case in point, you know, there’s some people who use social media, where there’s like a clear demarcation line between the personalizing, the professionalizing we’ll have, this is my missing my business account like this is my business facebook this is my organizational facebook presence on this is my personal place facebook president and never shall the twain you know me that that is not my approach. My attitude is my my priorities, my belief system, you know, what’s important to me what i don’t think it’s important to me is as much ah factor in my relationship with these individuals than than anything else. The fact they may not agree with me politically, or the fact that may not agree with me what it is, then that’s that’s their prerogative, but at the same time, it’s nothing to do with the mission vision might cause i think mature people can make that clear separation between what is relevant, teo, the supporting whatever the good work that i’m doing other educational, humanitarian or are you know, whatever it is as and what jonah helper you know, does on his on his free time now, there’s importance of someone being trustworthy and having credibility and respect and you can ruin that by what’s going on in your personal life. So there is absolutely a certain amount of of measure that goes into what you’re doing. Discretion, yes, absolutely absolute discretion. But because people look and people see and if you want them, if you want them to give you their money and to trust you with their money to accomplish a certain good, if they think that you are not a trustworthy person because of the way you live or your reckless in some way or form, then that obviously is going to hurt you on the business side. But i think that things that are whether it’s politics or religion, you can agree, be respectful and you can agree to disagree and i don’t think that will ah, bill deepti, be a deal breaker. In fact, what i find is that when people know jonah helper father for jonah helper, you know, his religious level or his political involvement that just shapes me as a person, and i find that the people who have become fast friends within become my donors are people who become friends and in a bigger way than just, you know, thank you for your check, and i’ll keep your loophole. You’re good how the good work is, you know, playing out it’s become more friends, i think a good example that is, when i had, you know, a couple of my last children, i would get presents from some of my donors because it was clear that i wasn’t just fundraiser was jonah halper, of course, you know, help her father. Father? Yeah, yeah, so that s so there’s, of course, abounds there, okay? And i see that playing more now in our presidential election year i politics come up more in conversation that with donors, potential donors when i’m with clients, then you know, then even just six, six or eight months ago, if you’re too highly spackled like if you’re like, you know what i mean? Spite i i was like, like, mr clean jeans, there’s no power there’s no depth to you outside of your job, people are not going to find a way not going can connect with you, there’s not gonna be that human connection because your justice, you know, tom aton doing the work of your organization and you’re not a human being. So i think i think those other things that add flavor, not color and deep in the relationship, obviously again with certain amount of discretion depends on how you live your life. But but, yeah, i think that’s so important people realize who you are as a person and even not just as you’re, you know, you mentioned social media, but just in conversation, you know, you don’t have to be the raging donald trump or bernie sanders fan. You could be respectful of the other person and say, you know, you know, o r, you know, maybe you don’t even need to in a conversation say what your aspirations are and who you hope will win just oh, you know, okay, yeah. He’s cool or hillary’s lullabies finite. You know, matt, i see points in her, and most people are not going to say who do you stand? Who do you want? You know, they’re not going to challenge that way and that’s another thing also is that when there is a conversation where you want this is that you have a position or you feel strongly about something, i think that if you’re open minded person or healthy person, those those conversations can be interesting without devolving into, you know, for violence. So i think i think that you could you could have those conversations, and just by virtue of the business, you have those conversations because you could be at a country club, you could be on the golf course, and you’re not talking business for ninety percent of the time you’re talking family talking politics, you talking religion and time all the things that everyone talks about. S o yet you have to be kind of present and in that experience and be really yeah, and you want to get beyond the small talk? Yeah, you make the point that your donors, you know, we’re looking for common ground, so we start conversations often with weather right? Because everybody shares that. But, you know, if that goes on for more than like a minute and a half, i start to get antsy way got to get further than the weather, and they know why you’re there like there’s, no qualms that the reason why you’re in their offices because they talk about the mission in vision of your organisation, what you hope to do and why you need their money. So it’s it’s not like you pulled the wool over the eyes. We’re talking, you know, baseball and the next thing you know, we’re talking money. They know why you’re there so it’s just a matter of of guests making the connection, finding the connection, whether it’s through friends, your common connections, whether it’s, tio shared interests, whatever case, maybe, but they’re expecting the having a deeper conversation about what you’re doing, and they respect you for what you’re doing. You know, this is that was this is the business that you chose to be in your raising money for a worthy cause and making wonderful impact. So there’s nothing to shy away from its not fund-raising is not a dirty word here a lot. Of these traits, but all of these traits, or that you’re seeking in fundraisers, can’t be hyre ascertained from a from a resume, and you mention this in the book, too, that that, you know, it’s a personal business, you want to meet people before? I mean, obviously there’s gonna be a personal interview, but you don’t find resumes, a very valuable tool for recruitment, basically what i’m saying, right? I think i think in general you’ll find word of mouth is always the strongest, you know is whether you’re looking for new business or whether you’re looking tto find their best people. Companies around the world have wonderful policies where there’s incentives if you refer people to the company and they get a job there for existing employees. There’s a reason for that? Because if you’re willing to put your reputation on the line to bring someone in who you think would be a good fit for the company, then that then that person has a better chance of being a good person as opposed to just another resume and an inbox so there’s absolutely value ah, stronger value and sitting in front of somebody and interacting with them. In a in a real way to be able to determine if they’ve kind of got the personality and the kind of the gumption to do the work and do the fund-raising i needs to get done that you will never be able to get by just looking at a piece paper. Yeah, how poised are they right? Right? I mean, you might think, well, you know, the interview is an artificial, um, environment and there’s high stress, you know, for the interviewee, but so is fund-raising i mean, if you’re meeting a donor for the first time, that’s a bit of high stress, a potential donor for the first time, actually, if i could show a quick story that i think way don’t really care way stay in the abstract, i don’t know i love no, we love stories. All right, so it’s interesting. You say that you know, it’s high stress experience interview process. When i got my first job, i met with i want to like a job fair, for it was for the jewish federation system, which is like the united way for the jewish community and it was a national it was the national umbrella. Organization that hosted this job fair and there must have been twenty different cities represented the had their own local jewish federation, and i went to this Job fair is super green 20 year old kid, i did not even know what i was applying for. I was like, i want to help the jewish community that’s all i knew, i didn’t know fund-raising know anything on i start interviewing for all these jobs called campaign associate? I thought political campaign no, no campaign means fund-raising so i didn’t know that when i was interviewing, but i’m all the interviews that i had, there were what you’ve described grilling me, you know? What would you do in this scenario? And then you’re at an event and this happens, you know, a lot of that kind of stuff. And as someone who is new, that was jarring. I didn’t know even what to proud of process that what the right answer was this is the wrong answer. There was one organization there representing one federation there from baltimore, maryland, with me who ended up becoming my first boss kind of ruin the punch line there, but he didn’t ask me any. Questions about fund-raising or non-profit what would you do in a difficult situation? Not none of it. It was. What books do you like to read? You like wwf wrestling? Or is it calling out? It was all of this random stuff, and i sat with him for forty five minutes, and we just, like, talked and at the end of the forty five minutes there’s, like, all right, we’re done, and i was totally confused because especially in context of all the other interviews that i just had, this one was like, like, he was, like, wasting my time. Yeah, i got to call backs. He was one of them and i ultimately went to baltimore ended up starting my career in baltimore for three years there, and i finally mustered the courage to ask him. Obviously, once i have the job because i want to, you know, scare amount of hiring me, i said, you know what? Why did you hire me? He said, you have a nice smile, you carry a good conversation, the rest you’re going to learn on the job, and that was very powerful because that was him sitting across from a and saying is he a nice guy? Does even nice smile? Is he? Is he great interact with? Because that part is harder to teach the art and that’s the part that you master that from high school is a part that i like god it’s trial by fire? Exactly. I got that out of high school, but that was something that was a lesson that i’ve taken with me since then to know that you were a you hire the right person not to fill a position where a lot of the other ones were, they were looking to federals phil position, and they’re trying to determine my skills if i was good for that position, but rather he said, here’s a guy who i think has potential, i’m going to hire him and i’ll obviously augment the position to be right for him and b he was looking at me for my potential here’s, somebody on dh what i was able to present on the emotional and the human side, the science of how to go out there and raise money. I had no doubts the twenty year old kid you could learn what do you like it? Outstanding so so you had clarity, you were you were clear about who you were. You exuded confidence, no doubt and and and led to the hyre yeah, okay, all right, what are the traits? What else do you like to see in individual fundraisers before we get to that? This clarity of organization around mission and things like that? What else do you like to see in a fundraiser? So, obviously, you know, one of the one of the most important ones is, you know, and they often they they even say it on resumes on a job, but descriptions is, you know, self starter, but i want to dive labbate deeper in that idea of being that kind of entrepreneurial person to get out there and create new relationships, because when you are an entrepreneur, whether you work for a big company organization or you are on your own, a fundraiser is somebody who has to build their own network. If you’ll come into a new city or a new organization, you’re not necessarily hopefully, you’re not just picking up the dozen are one hundred donors that already giving you’re going out there and raising new money, and that requires you to be a self starter to say okay. Where are these people? Who would be interested in supporting this cause? How do i get introduced to these individuals? How doe i interacted them? How do i stay in touch with them? And all those kind of skills require you not sitting on your couch eating bon bon. Sorry. If that’s your approach, then it’s not gonna work if you want to be sitting behind a desk. It’s not going to work, you have to be somebody who enjoys the thrill of going out there and and making those contacts so that’s that’s one of them, you know, main things that i that i look for, somebody who has that kind of drive to kind of get out there and make it happen as if you’re building your business. Because you aren’t your house. You’re building your network, your own proverbial roll independent for your business, it’s, for the good of the mission. Exactly. All right. So let’s, go to the organization side being being clear and confident on the organization side because we want to be successful in our dating relationship with our donors. Come, you want a clear clear statement of mission. Somebody like you like eight word mission even right? So that’s a lot. A lot of you know, the consultants who will help the organisation shape their mission has to be concise. It has to be super concise. You know what you could share with somebody on one floor trip up in the elevator, right? It’s? Really? What? Who are you? What? What? What’s the organization. And if your job is tio and malaria deaths done, we’re in the business of ending larry desk. You’re not waxing poetic about how you’re going to do it and buy what deadline you just want to be able to say mission is what you’re in the business of doing. So you should be able to clearly say, like you said, you know, eight words or, you know, one sentence, this is what we’re in the business of doing. The only thing you might claire qualify it with maybe his location like right ending malaria deaths, west africa, right, right. That’s tied to your containers? Yes, exactly. If you if you are central africa and that’s your job and that obviously is in their mission statement. Absolutely. But again, it’s. Not going on about, you know, your values and the vision for this it’s just clearly what you’re in the business of doing much kruckel sip of water because it looks like your first thing. Andi, i will suggest that we talked about so the mission you have some examples of missions in in the book, remember? I mean, charity water is very brief form, so i’m obviously a big fan of charity water. They bring clean water to basically to the people in africa and, well, it’s interesting they limited to africa and it’s a whole nother conversation about the scope of their vision, but they do of many, many different villages in central africa, on some other areas as well, but basically they are fund-raising organization and the fund water projects on the ground, so they don’t actually drill themselves. They have organizations on the ground doing the drilling, but they are a fund-raising organization that funds those those well projects, and they’re one of the organization has a very concise mission statement. Yeah, a lot of them dio i’m trying to think it was your forjust certainly particularly well, no, just that was one example you cite. Some of the books so people have to buy the book way can give the whole book about paige, expect this only non-profit radio this’s not provoc radio should expect you should have high expected. Yes, but we can’t bring you all two hundred rich pages. Yes, of data. And i would have come with a list of the mission statements prepared. Dahna okay, after mission, we’re moving to our vision. Yes. Now we’re getting a little more detail. Yes. So so and when you talk about vision, obviously i’m doing it through the context of dating and relationships. You know, vision is where you’re headed. So when i talk about dating when you’re dating for a purpose, right, you’re looking to find somebody who can spend you know, whether it’s rest your life with our meaningful part of your life. The idea is to find somebody who wants similar things, as you, you know, using the dating analogy. Do they want to have children? Do they want to live in the city or the suburbs? Do they want to be? Yeah. Primary breadwinner. Both, you know, both working whatever the case may be. But these air important conversations you have when you’re dating someone seriously, where we headed together is unit because if you’re not on the same page of one wants children and it’s important to him, and the other one doesn’t want children that’s probably a deal breaker, so so, you know, the correlation to fund-raising is that i am and discovered that in my first marriage kayman oh, there you are, bring i could bring some case study in on the way outside our competition advice to se eso eso eso when i was so when you’re when you’re doing the fund-raising business cerini fund-raising business and you’re and you’re looking to get someone to support your cause, you’re not supporting your cause for what they are. It is now right? You’re not we’re break, we bring clean drinking water to central africa that’s not the case that’s gonna get someone open their wallet, what’s going to get them to open the wall is this is where we are now, but this is where we’re headed, and if they buy into the idea of where you’re headed, then they’re going to support you. So if they like, if they see that vision of your organization is the white picket fence with the dog and the tire swing, then they will support you. They’re not here to fill holes or to cover your gaps in your budget. They want to know that you are a viable organization and you have some great things in mind and you’re headed in their group great direction. So that’s, what i talk about vision and through the dating perspective is the idea that you’re selling somebody on where you’re headed. We need a break. Wagner cps, here’s an excerpt from their latest testimonial quote, they’re accessible, they care about their clients end quote, can you say that about your accounting and ordered firm? Go to the site weinger cps dot com, check out their credentials, check out their clients, then you know how i like to do it. Pick up the phone and talk to you. Eat huge tomb regular cps dot com now time for tony, take two. I’ve got three new videos, all on the same subject. Build your grantmaker relationships that may sound familiar to you. It was on the show a month ago that was february sixteenth. Now it’s in video repurposed you see different format and perhaps you learn better by video that’s possibility. Although then you’re probably making a mistake listening to non-profit radio audio podcast. If you learn better by video, then you’re wasting your time right now. Right now, this minute, the second that you’re spending this thing to me right now. Right now. Now, this one right now, it’s wasted it’s wasted, squandered, um, or maybe just a little interested in video, but you also like audio so let’s go on that hypothetical because otherwise you would’ve turned me off already. And then you’re not even gonna know what the videos were about because you already shut me off ten seconds ago. This is what the videos are. They are three versions of the panel that i moderated at the foundation center. We have the full version. That is roughly ninety minutes. There’s the broadcast version roughly fifty minutes. That’s. What you heard on the show back in february and there’s the executive summary, which i pared down the whole ninety minutes to about ten minutes. Chopped it. But you know, executives, you know, they never get we all know this, right? The executives never know the full story they don’t get into the weeds. So if you want the executive summary, you can have it for about in about ten minutes, but do it do so at your own peril? I would say there’s lots of good advice from this panel for the foundation center. You remember it, you know it was a couple weeks ago, but in case you want a fuller version, you know, then you got the link to the ninety minutes. If you want to hear the broadcast version again by video for some reason, maybe you learn better by video, but let’s not get into that morass. Anyway, i got videos for you, and if you wantto, if you want to refresh your recollection that’s a that’s, a term of art in the law, by the way, refresh, you’re talking to a witness and you give them a writing, a paper and that’s used to refresh their recollection. It would be admissible just for that purpose. So if you want to refresh your recollection, then maybe you want thea the broadcast version or the executive summary. Let’s see this? Those of the panel is on grantmaker relationships and we are going to continue with that. We continued with that the following week, some losing myself. So if you if you ah phew, like if you come in and out of the podcast and is only some you listen to some you don’t you want to know that grantmaker sze we talked about twice there was this there was this panel from the foundation center that i moderated, and then the week after was, um, john hicks from d l b remember dylan’s like bull picks, so if you are interested in grantmaker relationships, you feel like you’re not doing well in grantmaker relationships, you’ll want to check out the videos and also that show that was that followed with john hicks. All right, we’ve got my video with links to these three versions of the video that is at tony martignetti dot com. Now let us return to jonah helper, the wise and the wise and experienced jonah helper and date your donors. Okay, jonah helper. Thank you for your indulgence, sir. Hey, you do you freely with ntcdinosaur provoc? I think i actually attended. Not last year, the year before that, and it was amazing there was yes, it was. I had a first all they had, like, big band on stage. You’re talking about twenty fourteen. It might have been twenty. Forty, right? Yeah. I had a fantastic time. It was and it was in california. It was in san francisco that year. I loved it. I mean, they were great. The organizer’s there were we’re fantastic. Yeah. Okay. I think that was twenty. Thirteen. Twenty fourteen. Was my first one there in washington, d c okay, so they alternate east, mid and west sametz been so twenty three years ago. Yeah. It’s a it’s a lot of smart people, they had a big band on stage. It was i mean, it was heaven enchantment, and it was like, well, i wasn’t expecting that andi conference in general gave me that kind of flavor. It was with the sessions or great, the people in the hallways, you know, i always love the hallways, the hallways of the best because that when you meet, you always meet the best people in the hallways. Sessions are good because you can hear the training and they’re in their and the great sessions, but there’s nothing better than being able to just bump into somebody and find out they’re doing amazing work, and it could be a small church in virginia, and they’re doing phenomenal things that you could apply to your organisation in some, you know, specific instance, i love that, yeah, that kind of randomness on dh and the ntc, the non-profit technology conference did that for me. We were talking about your organization and and its mission and vision statements, and you also want, you know, you want organization to be clear about who their primary customers are and not two morph into something that you really don’t belong doing or being with or, you know, again being true to yourself, being say more about that. Yeah, so so, you know, make a good story that i heard from my friend nancy lublin, who is the founder of dress for success, and was then chief old person of do something dot orgryte, which is thine engagement. So the fact that she was, you know, not a team made her the old productions on crisis text long theo, of course treyz his text leinheiser heard one. She started well shouldn’t start do something, yeah, but she might as well have started because where i’m going with that story on dh, everything she touches turns to gold and that’s, not luck, i mean it’s, she is a a tour de force. I mean, she is unbelievable, but the story that she she shared with me was that when she came to do something that or go it was a centres was a brick and mortar centers around the u s where teens we could get involved, and it was founded by melrose place actor shoe, and it was andrew shoe his name was on and it was it was a floundering organization. They were having a major major problems, and they were presented when she came aboard with an opportunity for i don’t know where the dollar amount was my been two hundred fifty, three hundred thousand dollars from the company that that said build a teen center near our call center like near, you know, our operations and, you know we’d love to have a teen center over there. And nancy, as the new ceo of the organization of deuce of do something that orc sa declined the money and an organization that is starving for cash. Yeah, so it it seems to be like, you know, like, what are you doing? You know, your new new new kid on the block here on dh you’re turning down this money and when she brought her into the offices or, you know, in in our offices, she sat down with the leadership in legends like, how how badly do you want this job? You know, your seemed to be kind of walking your way out of it and she said, you know, you need to trust may because this is not the future of do something that i do something right, forget the dot org’s it’s not future of do something to have all these brick and mortar, you know, places for students to kids to come together, it needs to be online and she after that point shut down all the physical locations, took the whole thing online, rebranded to do something as do something dot or ge and and is now getting forget the corporate dollars that she turned away the two hundred thousand tens and tens of millions of dollars they get and primarily comes from from companies so arab hostile will partner with them for teens, for genes. They found that homeless teenagers the number one thing that they wanted were a pair of jeans. Why? Because i don’t have to be washed every day and its owner’s homeless, he doesn’t have access to clean clothes, a pair of jeans are cool enough, you know, generic and cool enough that you could wear and where without having to clean them every day. And that was something that homeless teenagers wanted, and they partnered with aeropostale for kids who had no better privilege to donate their genes threw in the store. It created a tremendous amount of foot traffic into air apostle, and that was vow valuable to them, the co-branding was strong, and it turned out to be a wonderful partnership, and they’ve just replicated that that kind of model of companies adopting programs, supporting their their their operations, it they have done tremendous amount, because so your point they were focused on the mission of, of serving young adults who want to volunteer, and it was not going to be a brick and mortar place. It was going to be online and because she was paying attention to that and not the dollar, she was able to take this organization which was floundering, and make it the powerhouse that it is today. And that she’s now entrusted in the hands of the other time the chief operating officer, aria finger she’s, now the ceo of do something that oregon are on ours, but on non-profit radio toy. So there you go as ceo and as ceo. And then and then they spun that off because, yes, okay, i said yes, because our online they’re able to serve millions and millions of teens like five million’s i mean, they have, and they have this big treasure trove of data. Yes, about teen engagement and know how to engage them in issues. I think they’re think their sweet spot is, like sixteen to twenty five or so. And then beyond twenty five, they used your primary money is coming from companies. Big data or data is so important. So because that’s the case then, like, you know, think that something that you mentioned earlier about how nancy level went into crisis text line that was born out of the fact that they were getting texts, emergency tests, tech of young adults who are suicidal, we’re getting abused or things along those lines and as an organization as there to help people, what do you do with that? They weren’t equipped, they were equipped. And then they found the typical the standard nine nine eleven was not going to be able to handle us, especially for the digital age where people are going on their cell phone and there more comfortable hiding in the bathroom on their cell phone and texting somebody on emergency, they needed to do something. So that kind of stuff has outgrown has grown out of do something dot or ge and that’s? Why, you know, have crisis tax line? So it is there’s so many wonderful examples that you can see where, especially in their story, where they straight stay true to their mission. And if it wasn’t if if if emergency texting was not right for do something dot or ge, they didn’t just, like, expand the mission to fit under, do something out or they made it crisis that’s now a new organization, nancy’s now the head of that, and that was a new thing. It wasn’t like mission creep and now we’re doing, you know, we’re solving another problem. They started a new organization with all focus on your primary custom. Absolutely cool. All right, after we’ve started this relationship, we need to keep it going. And you call this i don’t have a name. That chapter was somewhere you say from lust toe love s o the analogy, the relationships going off you’re so so we all know this and in our in our our own relationships, you know, your boyfriend, girlfriend, whatever it is at the early, early part of the relationship, this tremendous amount of lust, right there is the attraction it’s, new it’s, fresh it’s, exciting and that’s so important because that is going to be, you know, the chemistry needs to be there that’s vital to the success of meeting new people and starting to develop a relationship with them. But it needs to mature right in there is if the relationship is only on that’s. The part i missed in high school. Yeah, the maturity and the whole thing. And during the last night, i had a lot of lost. But you know what to do with it all i’m in the same boat, my friend. S o so yes, so so that that has to mature. So if you get somebody to become a donor of your organization shin right, they may be enamored and they might be a beautiful organization. You could be a charity water you could be, you know, do something that or go any of these clauses that are gorgeous. I mean, they they look gorgeous, their offices a gorgeous they just have got that locked down, but it needs to mature. And it was the relationship with them needs to be more than just face value and it’s not just i’m excited to be part of this, you know, sexy organization. It needs to mature to say, look, i’m a partner. I’m somebody who’s not just early part of the job. I’m a partner. I’m in this for the long haul. I want to help them grow, whether it’s capital improvements, whether it’s, you know the infrastructure, whether it’s special projects, whatever the case may be, i want to see this organization grow from where it is now and where it’s headed. And that means that the relationship needs to mature where they have a greater stake in the game. And that means lino much like in our own personal relationships, where we might do certain milestone things, like move in together, there needs to be that kind of advancement, that kind of moves management and to use, you know, fund-raising jargon to take that relationship from one that’s courtship and maybe a first gift to now increase that support over time. Part of this is a plan. So when you have, we need to be more structured maybe then are in on our dating side and our our relationship side. But we need stewardship plan, basically, what belongs in our stewardship. So i like to talk a lot about new donorsearch accusation because, you know, you mentioned if you have something as a donor and you want to keep one of the chapters is called, keep the fire alive, right? So that you want to put some good practices in place. You know, i talk about there in the in charge of keeping the fire alive and latto kind of moves that move that relationship along, that you should treat someone like an investor or treat them like family right now, or and and and and while it may sound like that’s ah, dichotomy that’s outside the investor way investors or relationships, right? Are you treating me like, like, a business transaction or so the nice thing is that it’s not mutually exclusive because what happens is in your relationships, there are absolutely expectations. If you if we decide tony, you and i decided we’re going to move in together, right? What? We have a wonderful relationship. We love each other. We have a wonderful relationship. We want. We’re going to move in now, and we’re gonna have it going to take it to that one. Quote. Next-gen metoo do this by the way, if your way, my wife, my my feelings in indianapolis. So nobody listens to this show so you don’t worry about it. Word getting out exactly right. Good. We could talk after, okay. So, so if if we want to take that to the next level, is there anything truly different about our relation with each other? Do we love each other anymore? The moment that we are now in the same apartment. No. Right. There’s? No inherent change. That happens between the way you feel about me and i. Feel about, you know, the decision that we’ve decided with it. What we have done is we’ve increased expectations on each other that there’s a certain kind of shared life now that we have that’s more than we had before because we’ve said that this is a priority cubine dark commitment deepen our commitment. So now, now that we’ve deep in our commitment, i am now have a certain level of responsibility to you, right? You have there’s a certain level of investment that i’ve now made, right? Then i know how to manage that’s, like just know if i move in with you and i lived like a single person, right? I don’t care about your feelings. I know it was anything of the week before when we weren’t living together. It was any behaving the same way. But now that we live together, i have a new set of standards that i have to abide by, and it’s me and it’s mutual, right? You have expectations toe on me. I have expectations on you and that’s. Not a bad thing. It’s a it’s a healthy thing, but what happens is i need to meet those expectations. So if i wanted if i if you’ve given me something, if you give me money a cz a fun as ah someone who’s going to give money a donor and i take that money. The relationship starts that right? It’s not thank you for your gift. I’ll speak to you next year. It’s. Now that i’ve taken your ten thousand dollars, i have a responsibility to you to make sure that you know how your money is being spent. Oh, so this gets to our city. Our stewardship plan? Yes. Oh, starts appointed stewardship plan is that when i get to give, when i when i get money from a donor it’s, not just another box to check off and say okay, i got this gift. I got to go get another fifteen or twenty other gifts. Tto meet meet mike. Now, how are we going to right this should how so, how do you really take this? And deep deep in that relationship so there’s everything from leadership roles. There’s these opportunities when it comes to getting them to open up their own home and their own network a lot times people think that if you ask somebody to do favors for you favors going, quote, like open their home for a party meeting or to give your cause that’s burning equity that deepens relation because e-giving to you. So finding ways to cement leadership positions for them to spend more time in your offices. And when i mentioned treating like investors and treat them like family, why should they only have a relationship with you? Right? You are representing an organization, there’s. Some other wonderful people in the office is it’s. Some of the best donors and leaders i know come into the organization and they say hello to everybody from the person at the front desk to the person in the mail room. They know everybody because this is their family now. So those types of opportunities that ways to kind of systemized that are important you could see in the book the whole bunch of suggestions for that. All right, we’re gonna go further. We gotta take a break. But don’t go a little more into this idea that asking people asking donors and volunteers to doom or is not burning them out. It’s deepening the relationship and not doing that could burn them out. So stay with us, you got to take a break. Tell us the credit card and payment processing company. You check out the video at tony dahna slash tony tell us and that is going to explain that long, long tail of passive revenue that you can enjoy when the companies that you refer joint tell us. And you, the non-profit earned fifty percent of everything tellers gets the video. Is that tony dot m a slash tony? Tell us now, back to jonah helper asking people to do more. Yes, whether they are donors or board members, this is not typically does not lead to burn out. What leads to burnout is give me your your annual gift. And now give me your annual gift a year later and a year later and there’s no substance beyond you’re giving, right, right. So the so let’s talk about i want to take a cold pill that back little bit. Because i think a lot of the fear of asking people to do more comes some of the fear of asking in general, especially asking for money. You know, fund-raising is not a dirty word. And i know so many professionals and leaders. In the business of consultants, talk about how it’s not a dirty word, but i kind of tied into the relationship side of things in the sense that when you’re asking for money from somebody, if it’s devoid, if it’s void of a relationship, right, if we’re just asking and you’re dialing for dollars it’s, it’s, it’s taking the relationship out of it and it’s just making us and no one enjoys all transactions for that and no one loves that no one likes to do that that’s terrible when there’s a real relationship in that leads to money it’s beautiful and obviously you can hear the correlation between like sex and relationships. If it’s just mechanical and there’s no relationship behind it, it may be fun. You may get the gift let’s not underestimate great, but but my point is this is probably not going to be a sustainable long term strategy. You’re not going to get somebody that may give you one time, but it’s not going to be a capacity gift. They could probably give you a lot more than what they’re giving you and you’re and it’s not like there’s any relationship behind it, so if you’re if you’re going to go after those easy shots like that, then you might get lucky, right? Teo? But but in the end of the day, if you if you develop a real relationship than the asking for money, is the exact opposite of a negative experience is the most powerful, empowering, beautiful next up in that relationship that makes people go? Yes, i’m i’m in this i’m in this relationship, i’m in it for the long haul. So it’s it’s kind of it’s kind of that double edge sword where fund-raising could either be a terrible, terrible experience, transaction transaction, a wallet with legs, right? Yeah, you know, it’s the sex appeal of just the fact that they have money versus somebody who’s, a partner partner in the cause and he’s excited about the vision and wants to see that succeed and right on dh wants to do more than just give exactly you’re not going to know that until you start asking, even if it’s just give it’s done in the context of i am partnering with you and the way i’m doing, doing my share is by giving you money because if you’re going to be on the ground drilling wells or curing our ending malaria deaths or, you know, providing needs for special needs children, i’m not as a donor, i may not be the expert on how to do that, but i know if i give you money and i trust the experts, it will get done and that’s fine, they built, they’ll become a partner in dollar and that’s fine, but it’s not a transaction, it’s more than that because they they are bought into the vision of the organization, all right, on a part of getting people to buy in and having them feel insiders is sharing the occasional downside failure. Yes, i’ve seen i’ve seen the good, bad and the ugly on this. I’ve seen organizations that are afraid to share information with their donors on day worrying about it. It’ll burn relationship, and those tend to be the relationships that were never strong to begin with. But the there are wonderful examples of how failure or you know where something did not work and it may not be, you know, gross of, you know, abuse or are you no mistrust think some things just don’t work and you know you put your your organization on the line, you try big things and it doesn’t pan out it’s a wonderful opportunity to deepen the relationships. Okay, i’ll give you ah, quick story example, i was in scott harrison who’s, a ceo and founder of charity water in his office, and he was telling me about early on and charity water before it was like, the very sexy, very sexy that, like what it is today hey told me early early on, he had a couple people on staff on payroll, they were doing their first projects, and they were going to go by that it belly up, they did not have the funds for payroll, they they were really desperate, and scott told me that he sent out a number of, like, blow, you know, emails to people who are in his periphery, you know, just to these donors and basically say, like, i need help, i need help, we’re in trouble, we’re doing great work, it wasn’t just like, you know, bail us out was like, we’re doing amazing work, but we’re in trouble. And one individual guy named michael birch, who was the who’s, a tech entrepreneur hey was the founder of bebo, which is a british base like social network from the nineties, like i bought by, i think, a well for eight hundred million dollars and he’s done not numerous projects that also brought in a lot of money, but here was a guy, michael birch on dh. He responded to scott and said, i’m happy to meet next time i’m in the new york area, i think he was in san francisco and he meets with with scott and scott in-kind of bears, a soul tells, tells him everything going on and, you know, they’re doing great work, but it’s just not catching on. They’re breaking their teeth and it’s just not happening, and michael birch gives him some recommendations gives him some advice, and then he says, i’ll see what i can do, you know, as faras giving you a little help, so he goes home. I don’t know how many days it was, you know, whatever was in the story that scott told me, but scott told me that he was sleeping in bed and his phone went off. I know texts or phone call, but was from michael birch and say, he said i sent you some money. I’m wiring it to your account. I hope it helps, and skye trembling opens up his bank account and there’s, a one million dollar gift that was sent from michael birch to charity water. And that was that trust that michael had, and he was really kind of like the one of the first major donors that they had that kind of went all in on them. He was somebody after hearing the troubles and tribulations, but was bought into scott harrison, who is, you know, the personality, come on, the mission that he stands behind and said, this is something i want to support, and they turn that negative in a tremendous partnership into this day michael and his wife are huge supporters of charity water. Everybody is not perfect in ceo land. You talk a little about flawed characters. Yeah, because because with this natural, you know, things don’t always go perfectly. We might even make mistakes. I mean, that that was not a mistake, that scott sure that’s got made, but but things don’t always go perfectly, and we know that from our personal relationship characters in history succeed. Yeah, i mean, so we all know this from our own personalized ships, you know, sometimes you date somebody, it doesn’t work out, and it goes down in flames, sometimes amicable, sometimes it’s definitely not their, you know, whatever it is, whether it’s dating marriage were human rights. It’s the human condition um so in the nonprofit world it’s true as well, we don’t have, you know, perfect relationships, and there are times where you butt heads with a person that you’re involved with a lay leader of volunteering your organization, and you might no longer be the right person to have that relation with them might be somebody else. It might be something that you can work with them and see through tio, but the communication and like any relationship and i talk about in the book about commune importance of communication, you can either work through it or if it’s, you’re not the right person to either find somebody else. If they are bought into the cause, if if it’s the cause they care about, they might be ableto be kind of handed off to somebody else. And if it’s destructive, which sometimes, you know, a fraction of the small fraction of the relations are and it’s not in the best interest of the organization for them to be aligned with his lay leader donor evan, if they give a lot of money and it could hurt the organization, you gotta cut your losses and pull out so there’s. Absolutely. Ah, whole spectrum on relationships and how you handle them. Depending on what’s the best interest of the organization. We’re gonna leave it there. The book is date. Your donors did your donor dot com and you’ll find jonah he’s at jonah helper. Thank you so much. Thank you so much. Congratulations again on the book. Oh, thank you for having me next week. Continuing this theme with your intentional stewardship plan. If you missed any part of too today’s show i’d be seat. You find it on tony martignetti dot com were supported by pursuing online tools for small and midsize non-profits data driven and technology enabled. Tony dahna slash pursuant radio red jersey piela is guiding you beyond the numbers. Regular cps dot com and tell us credit card payment processing, your passive revenue stream. Durney dahna may slash tony tell us our creative producer is claire miree family boats in the line producer producer. The show’s social media is by susan chavez, and this music is by scott stein. You with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. You’re listening to the talking alternative network. Get in. Nothing. Cubine are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi, i’m nor ing. Sometimes the potentiality tune in every tuesday nine to ten eastern time, and listen for new ideas on my show. Beyond potential live life your way on talk radio dot n y c. Metoo are you feeling unhappy with your body, shape or size? Ever feel out of control with food? I’m eliza that from nourish the soul and on the show, you’ll uncover the route to these imbalances and discover a permanent solution. Latto having a healthy relationship to food and your body. Join us every thursday morning at eleven a, m eastern time on talk radio dot. 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 are you into comics, movies and pop culture at large? What about music and tv? 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Nonprofit Radio for March 9, 2018: Risk Management & Your Disaster Recovery Plan

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Ted Bilich: Risk Management

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Dar Veverka: Your Disaster Recovery Plan

An IT disaster is one of the bad risks. What belongs in your DR plan? Dar Veverka is from LIFT and she’ll help you sort it out. (Originally aired 5/1/15)

 

 


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Buy-in hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d break out with cering go sista noma, if you made me sweat with the idea that you missed today’s show risk management, not all risk is bad, says ted village. We’ll walk you through why you should care about the good and bad and how to get going with your risk inventory he’s ceo of risk-alternatives and your disaster recovery plan one bad risk is you’re going to put ignore it at your own peril. What belongs in your d our plan darva arika is from lift that originally aired on may fifth twenty fifteen i’ll take two charity registration and plan giving podcasts responsive by pursuant full service fund-raising data driven and technology enabled tony dahna slash pursuant radio and by weinger cps guiding you beyond the numbers regular cps dot com tell us turning credit card processing into your passive revenue stream. Tony dot, m a slash tony tell us it’s my pleasure to welcome ted village. He is ceo of risk-alternatives llc, providing risk management and process improvement. Solutions for non-profits and start ups he used to practice law and has served on the boards of numerous organizations. Ted has written about risk management and process improvement in stanford social innovation review, where you can also hear this show. Corporate responsibility magazine. This show is not on corporate sponsors. What magazine and risk management magazine were also not there. He’s at t bilich and the company is at risk. Hyphen alternatives dot com welcome to non-profit radio. Ted. Tony it’s. Great to be here. I hope you’re doing well. Thank you. I am. And how are you? I have to ask. I’m doing great. Thanks. I’m glad. Everybody’s. Good today. All right. Um all right. You’ve been in some magazines that non-profits are most likely not reading responsability magazine. Corpse. Sorry. Corporate responsibility magazine risk management magazine. I’m sure you’re not unfamiliar with this risk management sounds boring. Why either boring or scary? Alright. And if this was not on some affiliate stations, i might use stronger language. I might put it. Put an adjective on before the word for before the word boring. Oh, my god. Why should we be paying attention to this? You know you. Hit on one of the most important issues that i face, which is when people think about risk management, they think about either the fact that it’s one more obligation for them or that they don’t wanna lift up rocks because they’re afraid of what what’s under them and and, you know, what i say to people time and time again is that risk management is a critical part of your business because especially if you’re a non-profit you are dealing with more risks than almost any other organization you could possibly think of, you know, think of the non-profit business model, toni it’s, your taking money from strangers in order to deal with intractable problems. And if you do your job really well, your business should go out of business that’s a risky model, so it really pays to pay attention to risk management, and we could get into sort of what that means if you’d like, yeah, we’re going to, um you do say that not all risk is bad. That’s exactly right? Flush it out. Yeah. Yeah, sure. You know, one of the one of the issues in risk management is what do you mean by rich? And risk matt necessarily mean bad things risk. So i always tell people, when you’re talking about risk talking about uncertainty management, you could have bad risk that could go go, go wrong, and we call those threats. He could also have good rick, you know, opportunities either opportunities for improvement of your current processes or opportunities in the sense of new initiatives, and all of that is within the framework of a good risk management process. Okay, so i like the idea of we don’t know what’s going to happen next. It’s. Just it’s something we don’t know, right? So it does not. Of course, it does not have to be bad. It could be fantastic, right? Okay, absolutely. You know, it could be that that that there is a new donor who is waiting to not give you money if you expand your programs in a new direction, but simply wants to give you money to do mohr of what you’re doing now. And you believe that this is important for non-profit sustainability? Oh, gosh, yes, if you don’t, if you don’t have a risk management process, tony, then let’s say, you’re thinking about having a strategic plan or you have a strategic plan, how can you possibly have confidence that that strategic plan is going to accomplish its its objective if you don’t have a really strong awareness of what your current capabilities are, including what the threats and opportunities are that face your organization? So there’s this thing out there called a swot tte or swat analysis? Um s w o t the o’s opportunities in the tear threats i forget with the what do you what’s the s and the w its strength and weak she’s. So weak threat. Thank you. All right. Yeah. And and people use that sometime during strategic planning process. Okay, so this is s so we’re calling altum positive risks or good risks. That that’s the opportunity. That’s, right? Those are opportunities there. Potential opportunities? Ok. Yes, exactly. And one of the things that i talk to people about when when they talk about a swat analysis, is that swat analysis tends to be a static once every couple of years, activity done during strategic planning. One way to think about risk took that slot and alan and you operationalized it so that you were as a matter of routine, looking at your strengths and weaknesses and opportunities and threats. That’s one way to think about a risk management structure is it’s taking the swat process and making it something that is ongoing over time. I think it should be swope i think it’s a long hour, i know not to quibble, but i think it’s, of course, equivalent, but i think it’s a long oh, i think so long, so might be, but i don’t think that negates anything that you just said, i don’t know listeners thinking that all right, so so an ongoing process. Now you you have this cool article. Stanford social innovation review called a call for non-profit risk management, you make very clear in that, and we have about a minute before first break make very clear that that this is not really appropriate for start ups. If you start up basically, your your argument is you can cover this most of your problems or potential risks with insurance. But so when when should we start doing formalized risk analysis? You know, a good signal for that, tony and briefly before break good signal is when you start doing, when you start having regular audit, um, that usually happens when a non-profit is going into growth phase, and at that point, it’s useful to start having a risk management process because after all, you’re becoming a grown up organization. Okay, so when you start when you start having going through an audit process with your right when you and then that usually in love that you know, depending on the state seven hundred fifty thousand dollars to a million dollars of annual revenue, okay, let’s, take our first break pursuant, their newest paper demystifying the donor journey. You need to be intentional, deliberate about stuart in your donors, we’re talking about being delivered today, assessing risk. You also need to be deliberate about stewarding your donors so you don’t lose them. Pursue it will help you create and fine tune your donorsearch stewardship plan. Keep your donors with you so you don’t have to replace them each year. Demystifying the donor journey it’s at tony dot m a slash pursuant, radio let’s, go back to ted village and let’s continue our talk about risk management thiss ongoing assessment process so all right, so we know when we should begin. Um, what shall we begin with? Is it? Is it the risk inventory? That’s exactly right, tony the first step still, this good risk management process is too take stock of where you are now because you can’t start prioritizing if you don’t have awareness of what your current threats and opportunities are so there’s a process risk-alternatives hq inventory it’s simply a structured exercise that you take your staff through to help them identify threats and opportunities not just within operations, but operations and finance that i t and a talent management and development and all those different functions within the non-profit and it usually takes about, you know, two or three hours of work total for your staff to do something like this spread out over a couple of weeks, and at the end of it, you have a really good idea of the threats and opportunities you currently face, really only two to three hours for each put threespot actually not that hard of a process in fact, your listeners could go to our website, risk-alternatives risk-alternatives dot com and download a little report that shows you how to do it on your own when we do it as a facilitated manner. It takes about an hour to train people about risk management, and then they go off on their own and each person takes about forty minutes to use an online tool toe identify these threats and opportunity. So it’s really not a long involved process. I love the online resource. Thank you for that. So again, risk hyphen alternatives dot com let’s say i want to flush this risk inventory a little bit. So who should be involved in this process? First of all? Well, when when we advise customers to do it, we always say you should have your c sweet team. I’m assuming that that you have a small, that this is a fairly small organization were small. There were small to midsize non-profits here, however you think one point five, two million dollars to five million dollars in revenues, you probably have a ceo cfo, a head of development in in some form or another, and probably someone in charge of programs. You would want to have those people, but we also also always advised get one person who’s simply a staff member right on the front line and have them do it along with the senior team because they’re no thing that that the senior staff don’t have any id dea is going on. Yeah, i know that there. That could be very eye opening on ly one person, though, from from down in the trenches. Well, on in your initial risk inventory, tony wanna balance thoroughness with efficiency. And so with this initial inventory, i think it’s good to have one person from the trenches. But this is mostly going to be a bottom down identification process. His first run through the idea behind it, though, is that risk management is not a one and done thing. You do an inventory, you prioritize, you respond to those you assess and improve, and then you do another inventory and so on and so forth. And as as you grow this within your organization, you would want to make sure that mohr and more people are involved in that risk identification process. All right, so i see we’ve got an interpretive process. Let’s, go back to our initial one now. All right, so we’ve got this were basically creating a committee, that’s going to meet a couple of times, you said over, like two or three weeks. We’re creating a committee. A risk risk assessment committee is not going to scare people like we think committee, right? Okay, that sounds like when, when, when people below the c suite start hearing there’s, a risk assessment committee being formed. That sounds like they’re going to firings, coming, eyes firing or they know about. They know about the seven deadly plagues that are ten deadly plagues, depending on which version bible you read. There’s, locusts and blood and darkness coming on dh, what else we got flies really was that part of the buy-in frogs, frogs that was the effort, the other fellow. So this sounds a little scary to me if i’m not on the committee, no that’s exactly right, which is why one of the things that we advise the senior staff to do when they decide to go through this sort of exercise is to send in all staff e mail out saying, you know, we’re doing this process so that we can dip our toe in the in the waters of risk management. It’s not a matter of something to worry about. In fact, the idea over time is to get everyone in the organization involved in this process, okay? So yeah, and we’re actually trying to do is reduce worry by identifying what’s out there that we don’t know. So we’re identifying are known unknowns. What about our unknown unknowns? Can we get to them? They’re always going to be things that are unknowable, you know, there’s, a wonderful book by, uh, well, it’s called the black swan. Have you read it, tony? You know, i think i saw a movie called black swan, but i don’t i don’t think it’s very different now a very different from what i’m talking about, okay, this book is about how, no matter how well you might try to predict the future, there are always going to be significant jolt of one sort or another that you can’t possibly predict beforehand. And so you know, i again, i always tell people, risk management is not a crystal ball. The better analogy is risk management is a flashlight in the dark, it allows you to see things you might not otherwise see. It makes the path a little safer because you can see some of the things that that might be bad along the way and some of the things that might be good, that can help you, but it also gives you a healthy sense of maybe we shouldn’t be running too fast, because if we run too fast, we’re not going to see the things that could trip let’s. Let’s, go back to our to our initial committee now. So so how do we ah wei, is that there’s a risk assessment committee? Yeah. Can we call that? Okay, managing committee, risk inventory shoretz are risking our r i c were first our first rick. So way get the group together. What do we do? How do we get the process started? If we don’t, we don’t have the luxury of the of a professional facilitator, right? Well, if i were doing it and i didn’t want to bring my company or some other company and it’s, what i would do is i would cheat in the following way, i would go get that that report that that we have on our website and i would download that and it says, ah, this is how you do it. These air, the various different functions that you want to look at, and it lists eleven different functions of the organization, and it says what you ought to do is you hot auto, have each team member within each function, identify three things that could go wrong, and one thing that could go right in the near future either because it’s a new process that we could adopt, or a new initiative or a process that we could tweak in some way. So each one of the people goes off and does and and they identify three threats and one opportunity in each function of the organization. Okay, then they do it, but they do it, tony, even if it’s not their function oh, you’re going all right. Well, let’s, take one step at a time. First of all, just just name a couple of the functions. You know, talent management. Okay. Hiring, developing and if necessary, firing people that’s one funky reputation management, you know, how do you influence what? What people think about your organization. Um, fernand is another function. How do you account for the money that flows through the the organization? Just give us one. Give us one more. We don’t want to eleven. Because because there are available on the title is the big ones. You know, how do you use elektronik technology in order to enhance the services you provide? Why’re we waited three, three potential bad and one potential. Good. Why can’t we be? Do equalize it out two and two. You could do it that way. I’ve found just over time that people are going to be very, very, um, free with identifying things that could go wrong. People have lots of worries, especially during an initial risk inventory. They like to dump a lot of stuff out on on the table it the reason why we emphasize identifying at least one opportunity is that we want them to be balanced in their presentation to some extent. Nevertheless, it always is that people are going to identify more threats than opportunities, and so we’ve set it up as a rubric of three to one to at least get the one in each because really not balance it’s tze, twenty five percent good and seventy five percent bad, but but you see, people are thinking mohr negatively, people thinking more about the bad risks that’s, right? And and also when when you know, when we reconvene after after having people look at those things out on their own. One thing that that happens is that the team the committee that you’ve developed is going to find that they identified it ah lot of the same risk, so you might get a list of one hundred risks, but really it’s going to end up with about sixty sixty to seventy risks and and a lot of those things that they identify as bad things aren’t going to stand up to the light of day one person might be worried, but another person has a full explanation, and so it will simply go away. You’ll end up with about forty or fifty for challenge either positive challenges or negative challenges, and and at the end of that process, i can almost guarantee that someone who does this will be aware of two or three things that are low hanging fruit, that they can pick very rapidly in order to help their organization thrives. Now, are we allowed to come back to the committee then with mohr than the four that you challenged us with? And then the committee and the committee flushes them out to get down to this forty or fifty? Is that the way it works? Yes, if someone wants to identify more than three threats and one opportunity, i would never say, no, you can’t, but but on the other hand, you don’t want someone, for instance, to focus so much on this that they become, you know, all engrossed in in their potential worries rather than doing their job. So you wanted to be somewhat manageable, all right? We’re in the details of this, which is where i want to be. So so our first meeting is introductory. And then we give some homework second meeting you’re coming back in a week or maybe give him ten days. All right, maybe it’s a it was a long weekend in there, so e-giving e-giving ten days you’re coming back with your your analysis of threats and opportunities with the understanding that we’re going to narrow, we as a committee are going to narrow it down to three, three and one for each functional area, okay? No, no, no, that that i think i misled you on that one. Well, you’re going to narrow it down to a certain number of risks. It may be that there are that that the committee ends up saying, yeah, there really are seventeen risks in the development function. And they all are really rich. Each person would have identified only three. But, you know, maybe maybe it ended up that that you had ah, fifteen at least, um, legitimate risks threats that were identified, that is, you don’t limit it artificially as far as the total number of risk that could be identified within a function. Okay, i think you did mislead me, but that’s all right? You know, character. So listeners going go back, listen to what ted originally set the record will now pass that’s, right? I think it’ll show that i’m correct, but, um, so all right, so and you had also said that people can identify threats and opportunities outside their their own functional area, so a cfo can comment on it, and i can’t comment on hr and talent development, et cetera. Okay, um, that’s our second meeting, what happens after that? Now, we’ve now we’ve got our core of forty to fifty yeah, you’ve got your core of forty to fifty. The next step in that in the process would be to prioritize along those risks, because if you have forty two, fifty two, sixty risks and you think they’re all equally important, well, you’re just going to be frozen in inaction. So the next step is to use whatever tool you wish to use to prioritize those risks down to the most important ones that your organization face. And when i’m advising r our clients, i say the simpler the better, as far as prioritization, use a simple, you know, ah, point system, where each person on the team gets a certain number of points and they can allocate those points, however they wish among the fifty or sixty rhys so that if you want to push him all of your chips on toe one risk because you think that’s really important and should be really high priority for the organization, you could do that. Um, and and by doing that, you end up with your top ten or fifteen risk that got the most points and those become your first prioritized punch list of high value items that your organization should focus on during the coming period of time. You could do this like a poker game. You could all be you could buy everybody a stack of chips and okay, number one, we’re going to go through all forty or fifty. Number one who wants to throw is number one throwing your chips. But when you have a chip on that one that you exactly right, good bet judiciously, because when you’re out of chips, then you’re silent. There’s no taking chips back. Alright, right? Yeah. And? And what is happening is that people will take different different approaches to deciding what you know what their priority risks are and and the reason why. I say it needs to be a simple process is that deciding priority really is a judgment call? It has something to do with how dangerous or how good is this opportunity of its opportunity? How, how, how big is the risk if it comes about, how likely is it to come about? And if it comes about, how much lead time are we going to get before it manifest? Seldman now, you know, if you’re a multi billion dollar corporation, you khun create huge financial models to make those sorts of decision, but for the average non-profit you have to rely on people’s considered judgment, and so having a simple prioritization process where people are told, you know, consider those three factors and then put your chips the way they should. It ends up being a pretty powerful system for identifying the core risk organization and say those three three factors again, yes, it is it’s, the magnitude of the risk if it comes about the likelihood of the risk coming about and how much lead time you’re going tohave once the risk manifests itself before the full impact hit, okay, that third one could be it could be a day or so? I mean, that could be short term and they could on the end. And that might mean that you would get several rank that risk hyre because you don’t get that much lead. On the other hand, if you’re talking about a legislative change, you might have not in front. Okay? Yes, exactly. Yeah. So you’re aware, of course, weighing the factors, it might be low, like a low, low, low probability, but xero lead time and great magnitude you’re going to rank that thing. Hyre okay. All right, all right. So now we’ve got our ten. We’ve got our top ten. Yeah. Now, do we continue in just the committee and dealing with these? Or do we start to open it up in, like, meeting three or four guard to open it up? Ok, start opening up when you, when you boil that tend the risks down to your poor wrist, then you start opening it up to the rest of your staff by bringing those the list of those risks to your staff meetings and talking about those with your staff asking, ah, you know, for for their reactions tow those risks. Signing those. Risks, too. Particular people tto be dealt with a signing check in dates for when when you’re going to check back, you know that that list of core risks, which is second big tool that risk managers use, they call it a risk register. But that prioritized list becomes the operational judge document that you share with your staff in all staff meetings and and other staff meetings. You also share that up to your board of directors because those are the core risk that the organisation face and the board may want to weigh in on some of those risks. Excellent. Ted. We’re gonna leave it there. That’s a perfect place to ah overviewing on dh, of course, there’s get you could get thie get the format at risk. Hyphen alternatives dot com. You could follow ted at t bilich b i l i c h ted village. Thank you so much for sharing. Uh, tony was great to be here. Thank you so much for having me on my pleasure. We need to take a break. Wittner, cps, anek cerp from the latest testimonial quote, they’re accessible. They care about their clients. End quote, can you say that about your accounting and audit firm? This is another way that wagner goes beyond the numbers remember all the guides and the templates you heard me rattle on about, but they’re valuable. So it’s rattling and it’s valuable rattle. Yes, it was very it was a high tone rattle, good tone, so there’s that but then there’s also they’re accessible. They care let’s make it personal. Talk to eat. Which tomb he’s. The guy you want to talk to? Check out wagner, cpas, dot com he’s a very good guy. Now time for tony’s take two two people have me on their podcasts, it’s their lives joe correct, and i talked about charity registration. Now, first of all, i have to apologize to joe correct, who i’ve always called joe garrick, including what he was on the show. Why he didn’t correct me, i guess. It’s too polite. I don’t know. I think i take notes. Well, as long as they’re not from my wife, i think i’m open so i would. Appreciate it, but joe correct did not. So i have to correct, correct and eso yes, joe, correct, and i did charity registration and i did, launching a planned e-giving program with heather yan tao. Those are my two tricks to trick pony that’s what i know, plan giving and charity registration heimans lots of people say they feel passionate, passionate about their their work you need i love you. The twitter bios air are actually pretty interesting there’s a lot of passion out there, they’re passionate about whatever they do. I don’t know, i like it. I like playing giving i like charity registration let’s just leave it at that let’s not get carried away about passion. Um, so those are the two things i talked about. So the plan the plan giving with heather watching apollo program? Not surprisingly, i talked about charitable bequests that is the place to begin your plan giving program, as you know, and it could be the place to stop. If you’re a smaller, maybe even midsize shop, you don’t want to invest in more and more like infrastructure and further expertise or something it’s not necessary, you can have a very respectable program with charitable bequests start and stop there so you’ll hear that message. And then, of course, we’re going to more detail about starting a plan giving program against marketing tips that i shared with heather et cetera and for charity registration that was the one with job. Correct? Um, you know, the biggest hook with that is your donate. Now button, if you have a donate now button on your website, you’re accepting gifts on your site. That thing is a solicitation in lots of states the day that it goes live, and it doesn’t matter whether anybody in montana ever clicks on it. I don’t know if montana is one states you gotta register is like ten or twelve states where you don’t but let’s just don’t don’t fight the hypothetical, um, it’s it’s a solicitation in a lot of states, the moment it goes live because people in those states can see it so that’s a big hook you donate now button and just generally, of course, charity registration. You need to be registered in each state where you solicit donations, and joe and i went into some of the generalities about registration because it’s a morass. But there are some generalizations you could draw about what the states require in terms of timing and forms and fees, things like that when you get into the weeds of charity registration, then that’s where it’s it’s a morass because every state has its own let’s be polite and say video sync christie’s that they’re their own personalities that must emerge through the charity registration channel so you can’t make a lot of you can’t go into a lot of detail and, you know, like a forty minute podcast, but there are generalizations you can draw, and so we talk about exemptions also exemptions or key, you know, once you find a state that you need to register in because, you know you’re soliciting in that state, the first thing you want to do is look at the exemptions in that state. What do those look like? Because you might very well be exempt. Then, of course, drill down to the details of exemptions and that’s where the morass comes in is in a state where you apply for the exemption or the state, and you have to be approved for the exemption. Or is it a state where? You could just walk away, throw up your hands and go to the next state because you just deem yourself exempt, right? So joe, correct, and i talked about the exemption, of course, too, because, you know, you could save a lot of time if you find that you are exempt. All right. So carrie restoration job, correct planned e-giving beginning of launching a plant e-giving program that’s with heather, you, lando and i’ve got links to those two podcasts, of course, there’s. My video. I have to have my own personality and nuances. So my video, with the links to the those two podcasts where i was a guest, is that tony martignetti dot com live. 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Thanks to your station for carrying us affiliate affections that’s the liveliest or love the podcast pleasantries and the affiliate affections. Now let’s, go to darby, barca and your disaster recovery plan. Welcome to tony martignetti non-profit radio coverage of ntc twenty fifteen the non-profit technology conference were in day two. We’re in austin, texas, at the convention center and my guest is dar vivir ca she’s vice president of technology for lift a lefty and her workshop topic is avoiding disaster a practical guide for backup systems and disaster recovery planning. Dar welcome, thank you very much. Good to be here. It’s a pleasure to have you this day two we’re highlighting one swag item at ntc per for interview and, uh, i have a double chip biscotti from ah sputnik moment the hashtag is hashtag is sputnik smiles and i’m told that the glasses go with the biscotti, so this is essential. This is this interview’s swag moment. Thank you very much. Sputnik smiles and it goes into the goes into the swag collection. There it is. Okay, door. Um, we need to know some ah, little basic turn. Well, you know what? Before we even get into why is disaster recovery and the related and included back-up so i don’t know if it’s just for gotten ignored, not done well, what inspired the session is a organization i used to work for. We were required by auditors to do a disaster recovery plans. So when it came time for the annual audit, i got out the current disaster recovery plan and went all right, i’m going to go ahead and update this and when i discovered when i read the plan was there were servers, there were eight years old gone for the last eight years server and reading the planet was very clear that what the previous person had done was simply change the date and update the plan for auditors. And as i thought about it and talk to other people, i found that that actually happens a lot people it’s d r is sort of that thing they don’t have time for because no one ever thinks it’ll happen to them, so you push it off and you push it off, and you either just download the template, you know, a template off the internet, and you slap a date on it and basically fill it out just for the auditors. But a lot of organizations never actually think through their disaster recovery, they don’t get into the details, they don’t worry about it, and then when a disaster actually happens to them, they’re sort of stuck. You don’t have a plan that i don’t have a functioning crush on, they’ve never tried it out, so that was what inspired the session and as we dug into it. We we tried to give the thirty thousand foot view because disaster it cover, you know, there’s an entire industry, the deals with technology, disaster recovery. You can spend days on this topic, and obviously we didn’t have days. We had a ninety minute session, so we tried to give the thirty thousand foot view of the practical items you need to pay attention to if you’re not confident in your organisation’s d our plan, if you don’t have a d our plan or if you do and you really don’t, you know, you think it really needs an overhaul that sort of the top ten of items of what you should really be looking at when you’re dealing with disaster recovering backups. And we tried to give some several practical examples myself and the other speaker and andrew, who could not make it this morning of disasters we’ve had to deal with as well as other well known ones. Yeah, okay, do we need some basic language? Miree before we get into the d r disaster recovery topic short jr is one of them. Disaster recovers, often referred to his d r it’s often spoken about in terms of business continuity or bc, which is sort of the larger plan for the entire organisation should’ve disaster strike there’s the others very d are specific things such as our poet recovery point objective that we could talk about your rto, which is recovery time objective there’s very specific language like that for disasters. It’s usually just revert to de ours. So whenever we say d arts disaster recovery okay, we’ll see if we get into those eyes and i could explain to ms wick. Okay, um, all right? So clearly we should have a disaster recovery written, just recovery plan. Even if we’re an organization that small enough that doesn’t have an annual audit, we still should have something in place. Yes. Okay. What belongs in our day? Our plan top ten things. You need a contact list for your team. So if you have a top ten of the d r i do of what should your plan d our plan? You know, it could be anything from a five page outline that just covers the basics. And in in our sessions slides, which i’ve posted in the ntc library gives it some good resource is for doing andy. Our plan, or it could be a, you know, a huge hundred page document, it covers absolutely every aspect of business continuity or something in between it’s going very by organization, and the reality is, if you’re a small organisation with a small team, you might only be able to do the five page outline but that’s better than nothing that’s better than no d our plan or a d r plan that realistically hasn’t been updated in the last ten years, but i would say, you know, the top ten you really should have in your day. Our plan is number one, a contact list for your team members. What is the contact for your team, folks, your business continuity folks, if you normally would get that out of your email and you’re in a disastrous situation, you know you can’t get to your email or, you know, like we’re ever going through, and i want listeners to know that she’s doing this without notes, i it seems very confident that she’s got the hopefully i’ve ever altum in-kind get seven out of seven or eight ten will be ecstatic, but so continue. Oh, but i want to say yeah, as we’re going through, consider two organizations that may not have someone devoted to it. Correct, that is, our listeners are small and midsize non-profits right? They very, very well just all be outsourced or it falls on the executive director’s desk. Excellent point. Would you cover that in the session? So t finish at the top ten contactless three team members contact list for your vendors, a call tree and some sort of communications. How do you tell your organization in your members that you’ve had a disaster? Either your servers have gone down your parts of burst and your communications air underwater? How do you do that? What is your network look like? So? Network diagram process outline how you’re actually going to do your disaster recovery a timeline? How long do you expect these activities to take before you? Khun b live again, a list of systems and applications that you’re going to recover if you’re a large enough or gore, you can afford a hot site what’s called a hot or warm site where you can immediately switch over two other equipment. You know information about that, you’d need that to start your recovery and then also information about your backups. You know, who’s got your back ups? What system are you using? How do you, you know? Get those back. So those air sort of like the top ten things or d our plan should have. Alright, let’s dive intothe process. Ok a bit, because that intrigues me. And hopefully listeners. I think so. I think i have a fare beat on what’s. Interesting. I hope i do. Um, yeah. What? How do we start to think about what our dear process should be? First, you have to think about what all could be a disaster for your organization. A lot of people think about things, you know, earthquakes, hurricane, sandy, hurricane katrina. But it could also be water pipes bursting in your building. That is one of the most common thing. If your server is not properly protected, which a lot aren’t a lot of stuck in closets. Ah, dripping pipe water. We call those water events and that seems to be the most common thing departments encounter is leaking pipes in the building or some sort of a flooding situation. But it could also be an elektronik. Disasters such i’ve worked at an organization that underwent what’s called a ddos attack, which is a distributed denial of service. It took out our entire web presence because malicious hacker hacker went after that’s where there’s millions of right the network and they just flood your network seconds you’re overloaded and yeah, and that’s a disaster situations. So one, why would they attack like that? Why wasn’t non-profit attack malicious? The cp dot organ are attacked out with avon marchenese travon martin decision. Folks attacked our our petition site way. We were able to get it back online, but for a couple of hours. Yeah, we were off line. And that could be considered a disaster situation. For sure. Yeah. How do you help us think through what potential disasters are not even identify them all i think about what could affect your or what you wear. You vulnerable? Some of the things we talked about in the session and we’ll think about it. How would you get back online if the’s various things happen to you are your are your services sort of in the cloud? Do you have servers on site and start there when thinking about your process is what would you have to recover if these various scenarios affected you or with these various scenarios. Scenarios affect you if your website is completely outsourced to a vendor that has de dos protection. Okay, that’s, not a scenario you have to worry about so kind of analyze it and every organs going to be different. You know, if you live on the west coast, you’re probably concerned more about earthquakes than other regions. So it’s it’s going to vary for each organization, what sort of disaster you’re going to be worried about? And then you start getting down into the practical nuts and bolts in terms of who are your disaster recovery people, who’s your team, if you’re really small lorry, that might just be you or as you mentioned before, if you’re using outsourced, manage service provider and your vendors responsible for that, make sure your vendor has a d our plan for you. Ah lot of folks just assume your vendors taking care of that, but when it comes right down to it, do they actually have d our experience? Can they recover your items? Actually sit down and have that conversation? Because so many of the small org’s as you pointed out, do youse outsourced thes days and there’s there’s a lot of manage service providers that specialize in non-profit, but you need to have that conversation. Don’t wait till you’re under a disaster scenario to discover that groups they don’t actually have that experience have that conversation ahead of time. What else belongs in our process? Outline in your process latto outline if you’ve got a another site either a cold, a warmer, hot site or if your stuff is based in the cloud, where would you recover to the hot side is some place you go to drink cold water or hot? Sure, a cold site would be where you’ve got another location let’s say you have a dozen servers at your location, and in the case of, you know, your building being inaccessible or underwater. A cold site would be where you’ve got another location you could go to, but you don’t really have any equipment stage there, but it is another location you can begin operations out if that’s a cold sight there’s nothing ready to go, but you’ve got a sight a warm site would be where you sort of have a skeletal equipment there it’s far less capacity than you’re currently at, but you’ve got something there it’s not live, but you got stuff ready to go that you can restore to and get going. And a hot site is where you can flip over immediately. Your live replicating to somewhere else, it’s ready to go? It might not be full capacity, so it might not have, you know, full blown data line size that you’re used to might not have your full range of service, but it is live and you could switch over near instantaneously. That’s a hot site, ok, eso you’d want that in your process, and you’re going to want to think about what are you restoring and that’s where we get into the backups? What comes first and that’s, where you start getting into terms such as recovery point, objective and recovery time objective those air to very common d our terms recovery time is how far back are you recovering, too? And what does that mean for each system? So if it’s your donorsearch system that’s probably fairly critical, you want a recent restore of that? If it’s a system that doesn’t change very much, maybe a week ago restores okay for that and sorry that’s recovery point objective recovery time objective is how long does it take you to get back online after a disaster? You know, ifyou’ve got to download your data from an external source. Has anyone thought about how long that’s going to take you to get the data back? Is it going to take you fifteen hours or three days? So it’s in a lot of folks don’t think about that ahead of time, they just go oh, you know, we’ll we’ll pull it back down if we have a disaster, but they don’t think about instead of their nice normal data communications, they’re going to be on a tiny d s l line trying to pull down one hundred fifty gigs of information and it’s going to take a week to get it back down. I have to say you’re very good about explaining terms and thank you, proper radio. We have jargon jail? Yes, we try not teo transcend. You haven’t transgressed cause your immediate about explaining exactly what recovery point river and recovery time objectives are. It could be very confusing, you know, if you don’t understand the terms in tech, you can be confusing what folks are talking about, and that was one of the the focus is of our station session is making it less confusing and being very practical, practical about what you can or cannot do. And if folks go and look at our slides, they’ll see on several of the items we did a good, better best, and we tried to talk about that all throughout the session because we realized again for a small ork or, you know, even a large order that just doesn’t have the resources to devote to it. You might not be able to do best practice, but you could at least try a good practice that would be better than nothing. And then so we do a good, better best for each each type of thing like what does a good d our plan look like? Versace best day our plan and at least try and get to that good, because at least you’ll have something and it could be a continuum where you try and improve it along the way. But you’ve got to start somewhere it’s better than just ignoring it, which is what happens. At a lot of places. Got to take a break. Tell us credit card and payment processing. You know these people check out the video at tony dot m a slash tony tello’s that will start to explain to you the long tail of revenue that you can earn from. Tell us when you get companies to look att tello’s. Let tell us look at their processing fees. Then they switch to tell us you get fifty percent of the revenue forever. Tony dahna slash tony. Tell us now back to your disaster recovery plan with dar do we need to prioritize what what’s mission critical. And, yes, we can work with out for a time. Yes. How do we determine that? Definitely. We talk about that in terms of its not just a knight each decision either because we may think that the emails the most critical thing out there, but development may see the donor system as the most critical out there program might think that the case management system is the most critical out there. So you finance wants their account. They want their accounting system up. Obviously you’ve got to have an order in which you bring these things up. You’re probably not gonna have enough staff for bandwith or, you know, equipment to bring everything back online, so there needs to be and hopefully your executive team would be involved in deciding for the organization what is most critical in what order are you going to bring those things up? And that needs to be part of your d r plan? Because otherwise, if you’re in a disaster scenario, you’re not going to know where to start and there’s going to be a lot of disagreement of who starts where so you guys need to decide on the order, okay, we still have a few minutes left, but what more can we say about d r and related back-up that’s not going to wait till i’m back up because i think we could do a little bit in terms of d r i would say the key points on backups are check them because a lot of time, yes, monthly or quarterly, at least is anyone looking at your back-up back-up work-life one of the scenarios that we talked about that actually happened to my co speaker, andrew, was that their server room flooded and it hit their razor’s edge server, which is their entire c, m, s, c r, e, m and donorsearch system, and they thought it was backing up, but no one had actually check the backups in the last two months, and it was on, and it was not s o in terms of back-up just typical, you know, pay attention to the maintenance. What do you backing up? Has anyone checked it? And again, if you’re using a manage service provider, make sure if they’re responsible for for looking at your backups of managing them, make sure they’re doing that, you know, double check and make sure that they understand that your backups are critical and they can’t just ignore the alerts about your backups. You know, you don’t want to be in the unpleasant situation of three of our servers just got flooded. We need the data and discover nobody was backing it up. It ain’t exactly okay. All right. Anything else? You wanna leave people about back-up before we go to the broader diar? No, i think that’s. Good for those were the highlights for it. All right. So back to the disaster recovery. What more can we say about that. There are going to be a lot of watches if you’re in a large d our situation and so one of things we stress is one getting down into the details of your d our plan before disaster hits, you see, if you’ve never thought about how you’re actually going to do the restores air, actually, how you’re going to be rebuild those servers, you need two ahead of time. A lot of folks never practice have a fire drill. I hate fire drill, but and you don’t have a live fire drills in this case, it might be a live fire drill. You don’t want to have that, so you should make some effort to practice, even if it’s just something small, you know, trying to restore one server. I mentioned in this session that i was put in a situation years ago at johns hopkins university, where we were required to have verification of live tr practice. So i was put in a room that had a table, a telephone, a server, and we were carrying two laptops, and we couldn’t come out of the room, and so we had completely restored our domain. We had a set. Of backups on the thumb drive and added the second laptop to that domain improve that we had restored the domain, and an independent person that was not connected to our department was monitoring to make sure we had done it and we had to prove it, and that was an eye opening experience is as experienced as i was doing that i’d never done it live, and it took me three tries to do it so that’s, right? Encourage folks to really try and practice this stuff ahead of time and get down into the you know, the weeds on there on their d our planet on also to think about it. You weren’t fired because way, john no, no, no. I actually like too much john soft. No, we did complete it within the time frame, but we were a little startled when we discovered that we thought we knew how to do it first time out. And we kept making little mistakes. There were two of us and they’re doing it. And we were surprised ourselves that we thought, oh, of course we know this. This is not a problem, but no, we were making little mistakes. Because we didn’t have the documentation down, a specific is it needed to be, and so that was a very eye opening experience. There’s a couple of their d r gotchas we talked about, which is crossed, people don’t think about the cost ahead of time. How much is going to cost to get you that data? Back in the instance of my co presenter who had the damaged drives, they weren’t expecting a near ten thousand dollars cost to recover those drives, but that’s what happened when they didn’t have the backups? They had to take those hard drives to a data recovery place, and the price tag was nearly ten thousand dollars. Dealing with insurance is another big one that people don’t think about having to account for all of the equipment that was lost, and dealing with that insurance morass often gets dumped on the auntie department in a small organization. There’s not, you know, a legal department that’s going to deal with that it’s going to be you so to, you know, kind of talk to your insurance provider ahead of time and see what all you have to deal with in a disaster situation, so you don’t get an unpleasant surprise if you’re ever, in one a cz well, on the insurance topic, just are you covered? Exactly what what, exactly, is your equipment covered, and what do you have to do with that? In terms of accounting for it, if you suffer a disaster and you know the gooch is, we get so a couple of minutes, if if oh, about conscious. Trying to think about somebody we don’t hold back on provoc video, i think some of the other ones that we covered in their thick wit mint again to the cost, how much is it going to cost you? Two gets new equipment and did you account for that when you were doing your d our plan and a time to recover? A lot of folks don’t understand how long it may take them to do a recovery and also deciding what is important and what is not important, not just in terms of what should be restored in what order, but in terms of practical things, do you really need to restore your domain? Er, or could you just start over from scratch if your domain only contains maybe fifty accounts and doesn’t have any associated servers faster for you to just start over and just recreate the domain immediately? Especially if a lot of your emails in office three, sixty five or google maps, you could reconnect it very quickly. So, you know, thinking about more practical gotsch is like that that you should think about have time, you know, obviously it’s that’s the best practice to think? Of all these details, and he realized folks may not be able to, so we provided someone sheets and some samples of them of just quick, yes or no questions and thinking this through and things to think about and where will we that is not notice provoc radio has a professional sound i don’t know about ntcdinosaur ten, but that was a way over there. They’re on their own. They can come to us for expertise if they if they need to. But, uh uh, now i messed myself up because i ask you about something. What were you just talking about? How much? How long will actually take you to recover things? And whether or not you should practically skipped recovering something because it might be faster to rebuild it. Okay, i have a follow up to that my smart ass humor, maybe lose it. All right, so why did you leave us with one take away? Dror back-up the session was a little bit misnamed because technically, you’re not going to avoid a disaster you really can’t in many cases, you’re not gonna avoid the flood. You’re not going to avoid the earthquake if you’re in that. Region so you need to plan on how to deal with it. So it’s more like avoiding avoiding your d are becoming the disaster because you’re not going to avoid the disaster itself, so you might as well plan for it. Outstanding. Thank you very much. Door. Thank you much. Darby america vice president of technology for lift. This is tony martignetti non-profit radio coverage of ntc non-profit technology conference two thousand fifteen. Thank you so much for being with us. Thank you. Next week date your donor’s returns with jonah helper. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com were supported by pursuing online tools for small and midsize non-profits data driven and technology enabled. Tony dahna slash pursuant radio wagner c p a’s guiding you beyond the numbers regular cps dot com and tell us credit card and payment processing your passive revenue stream tony dot m a slash tony tell us our creative producers claire meyerhoff family boots is the line producer show social media is by sirs and chavez and this great music is by scott stein with me next week for non-profit radio big non-profit ideas for the odd. They’re ninety five percent go out and be great. Kayman you’re listening to the talking, alternate network, waiting to get you thinking. Nothing. Cubine are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi, i’m nor ing. Sometimes the potentiality tune in every tuesday line to ten eastern time and listen for new ideas on my show. Beyond potential live life your way on talk radio dot n y c. Me, are you feeling unhappy with your body, shape or size? Ever feel out of control with food? 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Nonprofit Radio for March 2, 2018: Your Messaging Campaigns & Are You Cheating At Social?

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Michael Sabat: Your Messaging Campaigns

We’re on our phones all day. Messaging is there, too, in multiple forms. How do you exploit messaging as a marketing channel? Michael Sabat with @mssg shows you the way.

 

 

 

Amy Sample Ward: Are You Cheating At Social?

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Buying likes. Buying followers. Buying emails. Buying ads. Buying content. Are those cheating in the social networks? Do the cheaters win? Our social media contributor and the CEO of NTEN shepherds you. She’s Amy Sample Ward.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host oh, i’m glad you’re with me. I’d grow a blepharoplasty aroma if i opened my eyes to see that you missed today’s show your messaging campaigns. We’re on our phones all day messaging is there, too, in multiple forms how do you exploit messaging as a marketing channel? Michael sabat with that message shows you the way are you cheating at social buy-in likes buying followers buy-in emails, buying ads buy-in content are those cheating in the social networks to the cheaters? Win our social media contributor and the ceo of inten shepherds you she’s amy sample ward tony steak too. You got us out of sixty nine, responsive by pursuant full service fund-raising data driven and technology enabled tony dahna slash pursuing to radio by wagner cpas guiding you beyond the numbers with your cps dot com and tell us turning credit card processing into your passive revenue stream. Tony dahna may slash tony tell us i’m very glad to welcome michael sabat to the show. He has worked in the messaging space for a decade, he started working with sms campaigns in two thousand eight at mobile commons, he was there first account manager and helped hundreds of organizations launch thousands of sms campaigns. Recently, he started at message, a platform that helps digital directors and digital marketers use facebook messenger for marketing and communications outcomes. He hosts a podcast called the chat bubble about messaging he’s at message at msg and that at message dot com, you’ll find his podcast at the chat bubble dot com he’s michael sabat welcome to the show, michael. Hey, tony, thanks for having me. My pleasure. Um let’s. See, first i got i got, uh i didn’t think to admonish. And i got to mention having your company name start with the at sign it’s a little it’s. A little tough. When when i’m introducing you, you’re at message at ssg and at at message dot com. You comfortable people get that? Okay, totally tricky. But everybody asked me to repeat it. And so it really sinks into there wherever you store memories in your brain. Yeah. So at symbol msg is our logo and that’s the name of the company and the domain is a t m s. G so really tricky for domains really tricky for twitter, but it’s been working so far, okay? I mean, you know, you went into this consciously. I know that i i, um okay, i i didn’t let’s move on. Okay? Everybody knows that the only other thing humane is at mrs dot. Com that’s. Important? Yeah. Good. Yeah. The big push for our company is yeah, we’re sort of moving beyond web pages. Right? And so i’m sort of okay if the girls are a little tricky because we’re saying messaging is the new space no longer the page, but but we’ll get into that. Uh, well, let’s, get to that right now. Okay. Were you, uh, you’re a futurist. We’re moving beyond websites. I’m absolutely a futurist. Okay? Yeah. You know, i major push the major thesis behind at message. Is that the web page which is made up of access times? Why? Right space it’s a page like a piece of paper. What the web has been for the last twenty five years. But as we move everybody being on their phone, you lose that x times. Why? So we go from these incredible twenty seven inch max. Where they’re designing web pages and landscape views. And when people are viewing those, they’re viewing it on a four point nine or a five point five inch phone. And so you actually lose the essence of what is a page, and we are literally squeezing pages onto the phone, okay? Yeah, yeah. Okay, so i’m happy to start here, so but what about, you know, when pages that are now ubiquitous mobile optimized? Aren’t we getting the best? I guess you would say we get the best we can, but it’s not mobile native, is that it? Yeah. I mean, i was joking somebody yesterday and i said that the mobile optimized web page is the horseless carriage of our century. Meaning yes, you can, like squeeze it and you can’t force it by mobile optimized courses than any digital marketer out there will tell you that there mobile page that they’ve made responsive and mobile optimized one hundred times is still converting visitors at one third toe one half a cz well as the desktop version of that same exact page and that’s the high end. So it is just harder to convert somebody whether it’s an e mail acquisition a petition for a donation on a mobile web page. Interesting. Okay, i did introduce us a futurist. I’m glad. You know, i’m glad you self identify as a futurist because i didn’t i didn’t include that. Um okay, let’s. All right. We’re going to come back to this, then. Let’s, let’s, start with fresh out this little x y what do you mean, the x y space? Yeah, just like a graph. Right? When you look at a tv or a computer screen, you are looking at two dimensional space, right? Access times. Why access? And that gives you the size of the page, the number of pixels. And so when your pages, you’re building it for basically probably a math book, laptop, right, and those dimensions. And so you have these nice landscape pictures in all of this is in vogue, right? If you look at a modern website, you have the hero image and you know, you’re scrolling and it’s beautiful as you’re scrolling, you don’t do any of that stuff on the phone like the action’s on the phone is a different type of squirrel, right? It’s happening with your finger on and swiping. And messaging are the key actions on the phone and but specifically back to the space you have, you know, however, many pixels on the laptop and that’s where you’re designing pages for and then you have many, many less pixels on the phone, you just lose the page you literally, like, lose seventy percent of what you’ve built, and you have to squeeze it into the phone. And so of course, it’s not going to perform is well when you’re losing seventy percent of what you built, literally the coordinates, the extends life space and your belief is that supplanting that is the is mobile phone native messaging. Yeah, exactly. You know, i think that the the channels that have worked in the desktop era which we are leaving and going into the mobile era, right, the new device, the new mobile devices primary for personal, not necessarily forward, but for personal you’re using your phone for more things now and yes, of the channels that worked in the desktop era. Specifically, email and pages do not work as well in the mobile era and their staff out the right people behave differently when they open your email on their phone and it’s. Not better than when they open your email on their desktop. People behave differently when they arrive at your website on their phone and it’s worse than when they arrived in the best up. And so, as we move forward, not only would like more phones, but whatever comes next in virtual reality or wherever that new device news space is. Paige is an email i think are going to move into the background on messaging will be the channel that becomes more primary. A cz we move mohr mobile and whatever comes next. Okay, that is perfect. We have take our first break. That’s. A perfect sort of tease, tio. What will pick up messaging becoming? Ah, primary channel. I gotta take this break. Michael, pursuing their newest paper is demystifying the donor journey. Here is a romp through the table of contents. Where you taking your donor’s? Three common stewardship stumbling blocks consider the ideal donor experience. Immersive digital experiences making the donor experience a top priority. Next steps. You get this paper, you know, pursuant their data, rich and it’s going to be based on their research, helping you in your stewardship, it’s. Demystifying the donor journey it’s at tony dot m a slash pursuant radio. Now, let’s, go back to michael and your message in campaigns. Okay, sort of consistent let’s pick up where we were. Messaging is going to become the primary channel, is it? Is it already sort of that’s? Another interesting angle on this similar topic is it is already your primary channel. Yeah, personal communication, because we’re on our fund-raising gle day. Yeah, i mean, look, if when i need to tell my wife something or my parents or my friends, i don’t send them an e mail, and i usually don’t call although that’s also on the phone, but messaging is the way you do that, and so we see this, like, break where when you’re at work, you’re on your computer, you’re doing emails, you’re writing email, blast and all of that. When you’re doing something personal, you’re doing it via messaging and or on your phone, and so when you start to take this to howl, non-profit should be thinking about this four people let’s say, for an animal, you know, writes animal welfare non-profit sure, like when people become a supporter of this organization. It’s your work if you work at the non-profit to get people to be supporters and email makes sense. But do you want the people supporting the organization, or do people that support the organization do it because it’s personal to them and the answer is yes, right? Like people donate people get involved, people volunteer people share because they personally care about whatever issue the non-profits focused on and so it’s just a line’s better if you are now talking to something, talking to people on their personal channel when it’s an issue that’s personal to them, okay, i don’t think non-profits are are thinking this way using messaging assed communication channel as a campaign channel. For the most part, i mean, i know you do it, you do a lot of campaigns. I’m not saying it’s nowhere, but, um, we’re trying to shift some thinking here. Um, what how do you how do you characterize messaging the campaign? What are the elements of it that that make it our next primary channel? Yeah, so so kind of the nuts and bolts are that it is ubiquitous, so their arm or monthly active users off the top for messaging app. Then there are monthly active users of the email in the world. Okay, what are the top floor? I don’t know. Hold on. Name the name the top for messaging aps a man putting me on the spot facebook messenger, whatsapp we chat and probably line or kick. Okay, i guess maybe i message although i don’t think they’re coming i message in that stat that’s another okay, okay. I’m not, you know your stuff. I’ll tap your head. You know your way. Gotta shift. We got shit thinking. Okay, so more you call them monthly active users. This is how you’re measuring this is your measure. Well, these air just saying, like, look, the channel is here it’s not, you know, if you were starting your email list in two thousand, you would look at the numbers and you would say, like, you know, there’s many less people emailing than are answering their phone or that are receiving mail. But we’re already at a place where messaging is extremely ubiquitous, the people have arrived on this channel already? Yeah, so yes, it’s new but we don’t have to wait for everybody to show up. We just have to find the right use cases. Okay, now i made you diverge, but we’ll get back to it. So you were you were comparing the, uh the the monthly active users among the four top messaging apse with other communications channel. So please go ahead. Yeah, so? So messaging is kind of the biggest sort of like communication channel out there. It’s also the newest, with the other channels being things like email and phone calls and direct mail. But, you know, talking about the nuts and bolts of the channel messaging messages generally get to people very quickly. We can tell with facebook messenger at least, you know, if people open if people read their messages and the defining characteristic of messaging is that people will respond to it like, literally respond to it and that’s new, indifferent, because when an organization sends out an email, people might clear khun taken action on a web forum. But no one ever responds to an email blast like that. It just doesn’t even make sense, so with this defining characteristic of people opening the messages, people reading them quickly quickly and responding that opens messaging up to address used cases, his existing use cases in a different way for organization. I see this in my personal experience, which is why i wanted to bring this tio our listeners, you know, you’re right. My friends send me more text messages now than they did a year ago. Is it used to be maurey male, based across friends, arranging dinners, whatever on dh. Now there’s more text messages and you respond quickly to a text, then you due to an e mail, which makes me think, is there going to be another? I’m not i don’t want to kill your killers, but what is gonna be another more mohr? Um, hyre hyre responsive radio channel? Yeah, it’s gonna be another one after texting? Oh, absolutely right for sure. We’ve had mail now. Direct mail for a few thousand years. Maybe we have a phone call since harada two years. We’ve had email now for twenty five years and we’ve had messaging for, you know, about ten years that will absolutely because of something coming next, but i think that will kind of push maybe direct mail out, not messaging. Okay, okay. Um, yeah, this is all of this is all very eventually. All right. So if we wanted, if we’re in a small midsize non-profit now, let’s, bring it down to getting more practical. What? What purposes might we in engaged? Messaging teo accomplish for us? What goals? Yeah, so? So, first off, there are a few different messaging channels, the two available to non-profits right now, our sms and then facebook messenger. And they’re slightly different, but similar. Okay, sametz we got a defined term because i’ll put you in jog in jail if you don’t sms that’s. Just simple that’s, right, shorts? There was a safe. A short message, something short messaging service. Thank you. Okay, so, that’s, just your right. That’s your day to day text message. Okay, sms. Remember, be careful. Jog in jail. But it had to slap you in there. Okay, go ahead. Cool. I didn’t. I thought that got out of the jargon jail last year, but i got it. I got to check the calendar again. Eso text messaging. And then, you know, the other channel messaging channel available to non-profits or or anybody to build upon his facebook messenger. And so that is a messaging app that can go on any phone and instead of the technical terms are not relevant. But instead of it going through the carrier, it goes over the internet, okay? And so facebook now, anybody that has facebook messenger on their phone, you can essentially send them a text message, you know, phone to phone over the internet. Okay? And what? White folk, eh? So those those air to most popular tools available to non-profit what might we use this for? What? What? What kind of campaign might we create? Go ahead, get number one use case is acquisition new donors getting new donors, getting new or volunteers or maybe not volunteermatch not donors, but llewelyn, new constituents. Okay. And data. What kind of what kind of data could we hit? What kind of data can we collect through this? Any data the person responds to, similar to a web form, so you can ask the user to respond with their email address or their phone number. You know, if you’re not using sms or their address or any data you want to collect that person will respond to and the response rates over messaging are incredibly high generally like this is a big range, but generally from anywhere between forty percent and eighty percent of the people that start a conversation you asked them for their email will respond with that email address. Okay, um right, who would you be? Okay, so if this is an acquisition campaign, how would you acquire the i don’t know what you need for facebook messages are user i ds or text for sms durney phone numbers. How would you how would you acquire the people toe to send your messaging, too? Yes. So people are always going to message in first, just like people will go to a girl for first before you can ask them for their email in a web form. People are always going to message in first, and this is key distinction between sms and facebook messenger with sms. It works really well to incorporate into media. So aura on event so you stand up on stage and you say, take out your phone and for example, donate to the red cross text haiti to nine o nine, nine, nine and you connect from media from ah, like real world call to action anywhere you could say. Take out your phone type in this number and send us a message that’s how sms works. Okay, look, facebook messenger. We can come back, but with facebook messenger, you can link into the conversations and that’s the distinction. So from an ad from a facebook ad, you treyz goodcompany into a conversation instead of a landing page. Or you could link somebody from any link on the web into a conversation instead of landing base. Okay, so you can from facebook messenger. All right, all right. Um, so you get you have to you’re asking however you’re doing it on the sms side. You’re asking someone to text you first. Yeah, right. Whether it’s in an event or a printed piece or whatever you’re asking for them to take the action first. Is that right, it’s always the case for anything. A messenger you’re saying, click here. So go here to messaging or message us at this number. Okay. Okay. All right. So that was for acquisition. What? What other goals might we have for our our new messaging campaign? Yes. Number one acquisition. And collecting data and data. Yes, number two is direct engagement, so messaging lends itself to kaleb lee and easily be able to open up one on one chats with people. So someone messages in, and i can tell you my theory to this, although other vendors and other systems might have different theories. But someone messages in and we kind of automata scrip. So someone messages in and we say thanks for messaging us. Tell us your email and then tell us your zip code and tell us how much you want to donate. And as people are responding to our messages with their email and there’s a code, we’re saving it just like a web form. But with us, if someone goes off script, so we say, how much do you want to donate? And this happens all the time. How much do you want to donate? And someone responds, i don’t want to donate online where can i mail a check? Or i want to call and talk to somebody. What number did i call when someone responds off script? So we’re looking for that dollar amount and they reply with a question yes, we gonna pull that into another part of the system. And and someone can respond one on one and open a one on one chat with that person. And so the second case here is being able to engage directly in a two way conversation. A cz part of this sort of marketing funnel part of the data collection process. So, so implicit and all this is there’s a there’s a back end that is ah, script back and forth that that is, that is automated. Until some i understand, until somebody goes off script and then they get funneled a different direction. But but if there’s a back end to this that’s all automated carrying on carrying on the conversation with the the new constituent yeah. That’s what any of the tools do? Yes. You sort of need that to be ableto scale it more than just a few people live conversation. Okay. Tool automated conversation. Ok, so there are tools. They’re too old to do that. There are. Okay. Um, what are some of those tools? Can we going name a couple yet? Yes. A great. So, you know, i’m my company of that message. We oughta make these conversations over. Facebook messenger there go. My former company is mobile commons and they automate conversations over sms and they’ve been acquired and they work with a bunch of brands now meeting a bunch of venders all under the kind of software brand there there, there’s some agencies that help people do this. And so one agency would be revolution messaging maurine the strictly political space, but they helped design the campaign, and then one of the newer vendors on the scene works a little differently, but they’re called hustle or relay or ground game. All of these platforms open up peer-to-peer messaging overact, sametz and that’s less automated that’s, a hybrid between automated conversations and one on one conversations and the quick version. There are whole podcast all by themselves, but the quick version is that you need an operator with a peer-to-peer so you need someone to actually send those messages, but they’re software leading that operator through the conversation, depending on how the organisation set it up. Now why your company have you chosen to do facebook messaging and not sms? Yeah, so you know the first one first, one twenty minutes in first work first decent question, alright. I’m learning i’m learning. I’m trained above. Definitely every question i know toe like every good question. There you go. So you just like scripted. I see you like a nice ex scripted. No matter what my question was going to be, you’re going to see a good question. All right? You think this is a live person does? All right. All right. I’ll catch you up. I’ll trip you up. All right, now i’m now i’m on a mission now. I don’t do that to guest. I do it to my wife, but not my guest. Go ahead. Why has a wife facebook messenger and not sms for at message your company. So the way i see it is we are lift no, michael sabat my goal. Sam hello, there we are. Ok, you’re back. We’re ok. Yeah, you cut out so start you start your own channel. So sms had been the on ly messaging channel for the last decade. Yes, but within the last two years, it’s clear that there are going to be a whole bunch of new messaging aps opening up facebook messenger, whatsapp message. All of these are opening up so that organizations can use them, and i think we’ll look back in five years and we’ll say, like, oh, sms was the first messaging channel the same way that hotmail was the first email service, but now it’s become its own category and messaging channels will differ, but they’ll all have their basic best practices the same way that email differs. Whether you’re sending to a well or gmail, maybe, but but they all have their own, like email best practices, and so i wanted to build on and kind of the new stuff coming because it is the most exciting. All right? Um, now what about age? I have not? I’m an outlier, i presume. Based on our conversation, i have not downloaded the facebook messenger app, do we my representative of people fifty five and over? Or am i an outlier even in my age? And you don’t have to worry about age if you want to do ah messaging campaign? Yes, a messaging is actually weird. It what with text messaging? We’re kind of the point where everybody has it, right? If you have a phone? Yes, sure, really, really ubiquitous, both young and old facebook messenger does not do that well with young kids. So you know, up to the age of twenty but what’s surprising is while you’re at work, you’re emailing, right. So while you’re working age, you really are in the email. But as you retire, you stop emailing and you do mohr messaging, whether it’s with the grandkids or whoever, you’re just not going to your desktop computer on your desk every day or your laptop and so messaging it’s pretty ubiquitous, no matter what age group. But we definitely see a bump again. Maur messaging, happy eating with people in their sixties, interesting and my voice is broke like i’m fourteen, but but peter, right, yeah, what did you say? Peter brady, peter brady and i was like, greg, i kind of liked greg, but i guess he was. I was too old for his voice to crack. Well, i am two, fifty. What am i now? Fifty, fifty five, fifty six, fifty six. Okay. That’s. Very interesting about retirement. Yeah, mohr messaging less, uh, less email, right? But you’re spending less time on your desktop, but the phone is always on your belt or in your pocket. All right? We just have, like, a minute and a half left. Michael, maybe should make this a full hour, but i’m certainly not gonna squeeze out amy sample ward. Maybe we have you back and continue this, but men and a half left. What do you what do you want to leave people with? Please? Yes. So i say the last use cases, the big cases acquisition. Right. So collecting data from people over these message and channels direct engagement and then the last one of the activation. So as people are messaging in, they are subscribing similar to when someone gives you their email there subscribing and seeking then follow up on this channel where the person has already engaged and tell them news alerts. Tell them about events. Get them to take action. Stuff like that that’s the big connect sustaining pay off as and in terms of, like, building this list. Okay, um that’s it. I’m super excited to be opening for amy sample ward. I mean, this is going to be a huge episode, she’s, she’s, you know, she’s amazing gas. So congrats on that. I’m excited to be part of it. Oh, she’s, awesome! Yeah, she’s, she’s on every month. Yes. Are you going to the non-profit technology conference? Now i put you on this. Will. You are. I’ll see you there. We’re gonna have a booth. Look for us in booth three. Now, provoc radio’s going to their booth. Number three. Oh five. Great. Okay, michael sabat, orleans, right. Uh, i hope so. I’m going to new orleans. I hope you are too that’s, where the conference is, okay, don’t go to washington. Michael sabat. You’ll find him at s s g, and the company is a tms sg dot com. Michael, thank you so much. Thank you. Needs a break. That is for wagner. Cps. They go beyond the numbers, and i suggest you go beyond the numbers with them by talking to you. Eat each tomb. Who’s. Been on the show twice. Very smart guy. Very nice guy. Low pressure. But check out the website first. You know, check out the bona fide. These make sure that you’re satisfied. You know, you look the clients, etcetera. They do the work you need. I mean there’s. Cps forgot. Take everybody knows what you do. But, you know, you gotta satisfy yourself. Then pick up the phone and talk to you. Eat weinger cpas. Dot com. They go beyond the numbers. Now, time for tony’s. Take two and i need to thank you for pulling us out of sixty nine, sixty nine itunes ratings. Now, i don’t check these things very often. Any sample ward taught me? I really did learns from her that you know, that’s. A vanity metric. How many readings you have fans, etcetera. But i do look from time to time not not gonna lie your butt like every couple months. And for a long time, i may have it was every six months. Or maybe even a year. It was a long time you were at sixty nine readings, and i didn’t say anything about it. I never said please, somebody get us out of sixty nine. I did not plead. I did not make an issue of it. But then i went back a few weeks ago and i see that we got seventy five ratings. So my thanks to the people who pulled us. The six people, six listeners who pulled us out of sixty nine. I guess the one pulled us out of sixty nine, and then the others piled on. But i’m grateful to all six because that’s what i saw, i saw it go from sixty nine, seventy five. So thank you to those listeners who yanked us out of sixty nine. And, of course, there’s a video on this entire subject on you will find that at tony martignetti dot com i shouted from my gym, so i’m i’m pumped up as as a pumped up is that could be it’s, actually, probably more like a a limp linguine. Oh, you know what language? No, his right lung guerrino is a single strand of linguini. So if you’re not too hungry, you know? Just order a linguine o and you’ll get one piece of linguini or a spaghetti o or rigatoni. No, you’ll just get one, you know, little sample sample size. Um, but if you’re hungry, you know, then get the whole plate order linguini or spaghetti, etcetera. So the video was that tony martignetti dot com and that is tony’s take two now we got to live. Listen, love and there’s a time we got let’s start abroad. Uh, osaka, japan live listen love to you, connie chua, mexico city, mexico witnessed artois, russia we can’t see the city, but we know that you’re there russia live with their love to you ottawa, canada bolivia abila iraq live listen loved all those foreign listeners on duff there’s more foreign listeners in germany gooden tug, france born i won’t know that’s bonem sabat now that wouldn’t be any good france live listen love to you tokyo is also with us in japan as well as osaka and rio de janeiro, brazil, brazil, one of wonderful that would be oh my god! Oh, opening gadot’s for brazil and bringing it domestic tampa, florida let’s see where else? Portland, oregon about that’s amy simple word, brooklyn, new york welcome, brooklyn multiple new york, new york voice cracked again new bern, north carolina welcome back, haven’t seen you for some time. New bern where’s, new brunswick where’s that was that new brunswick, north, north brunswick, new jersey was annoying me. They would never identify themselves, but they were ubiquitous. New bern, north carolina welcome back live listener love to you kayman sample ward. You know who she is, but i have to give it a proper introduction anyway. She’s, our social media contributor and ceo of intend the non-profit technology network, her most recent court that book, so to change any time everywhere about online multi-channel engagement, you’ll find her at amy, sample, ward, dot or ge and she’s at amy rs ward and antennas on ten is and tn dot or ge so many places you could find. Amy simple word welcome back. Thank you. You’re ubiquitous talk about messaging being ubiquitous, you’re ubiquitous. You are ok. Good to talk to you. Good to chat with you. How are you? Yeah, i’m doing pretty good where i think they’re really busy over here, you know, wednesday was the regular registration deadline before prices went up. So for the non-profit technology for the non-profits don’t come, you know so many books hundreds of folks registered just on wednesday, for example, the last man that busy time in the conferences oh, my gosh, it’s going to be here so soon? We’ve got shiping deadlines and print deadlines and everything else over here. I understand now that the hashtag of course is eighteen ntc no, how many people do expect toe? Eighteen, ninety? Si what do you think, it’s? Gonna look so pretty consistent with the last handful of years? Two thousand people all in one big room two thousand awesome. Yeah, i’ve decided non-profit radio was going to be there. We’re going to do right? I’m glad that you have decided that. Yes, usually we keep our business separate, but, you know, i’m melding today because i’m excited that it’s gonna work out. Okay. I am so let andrea and ellie no. Booth three. Oh, five. Um, i wanted i want two, three or five and not your name on it. Thank you. So non-profit metoo is gonna have your name on it when we get there. And the decorators it’s not there now, right? Well, i don’t expect, you know, six weeks in advance. I’m only you know, i can’t afford the furnishings for a couple days, so don’t don’t get you know, the furnishings, irv. Ok, anyway, yes, non-profit there’s going to be there? We’re going to do tons of interviews of of conference speakers and it’s going to be a wonderful day here, and you’re gonna have a hard, ah hard choice because, you know, you may have seen that we have the most breakout sessions this year than than we’ve ever had there’s over one hundred thirty sessions this year. Andi also means we have the most speakers because, as you know, one of our kind of guidelines and values is that people don’t have solo sessions because there’s way too much experience far too many organizations trying to do all of this work that only one person to have an opinion on something isn’t very representative of the community so way. Have over three hundred. Oh, i thought it was too. I thought i saw one hundred thirty sessions in two hundred speakers. No, three hundred, no, three hundred speakers. All right, well, i’ll have. To choose yes, we were selective hearing not provoc radio, but we’ll we’ll choose from one hundred thirty topics and, uh, you know, we’ll bring enough mikes we could share, too. I did one ntcdinosaur with five that we do find no four because i bribed three guest mikes and one person was standing. So two people shared a mike. It works, it works. We could do five or six. Yeah. Yeah, well, you probably don’t. You don’t have six person panels. I don’t thinkyou goes six, but no five. You could do force and five so we could do that. So yes, non-profit latto is going to be at ntc in new orleans. I hope michael sabat shows up in the right city. He wasn’t she didn’t seem too sure about where you’re going to be a friend, an extra postcards kruckel fremery knows where you’re going. Do you know michael before listening to him today? Do you know him well? I was trying to think about if we’ve been in the same place at the same time, because normally i say that i only know someone in five, like met them in person and all of that because otherwise, we know everybody because every, you know, where we’re all online, but i couldn’t remember if we actually have been in the same place at the same time, together or not. Okay, okay, well, you’ll meet with ntcdinosaur he’ll be there exactly let’s carry on to our topic cheating, cheating are cheating. So phrase gaming, i’m still against it and we can talk about that. But i’m cheating. It just sounds so bad. Well, i don’t know. We’re keeping in the social media context. I didn’t think i didn’t think gaming. I know you suggested gaming. Yeah, i went with cheating. Um in-kind left on it. Let’s admit to cheating. Alright, thank you very much. Oh, down that path. All right. So, um, let’s share your experience, your your wisdom and your opinion. Really on on buying stuff, buying everything from blogged content of youtube views. What does anymore think, amy simple would think about that? I’ve lost a toss about it on dh there. Probably not too sure you have ever mean you as you, tony, but you as everyone else is listening, ever listened into a conversation tony and i had. They’re probably not going to surprise. You what my feelings are, you know, i think we have to go back and i can already see the face that you’re making tony when i say this thing, that i probably say every single conversation that we have, which is we have to go back to our goals if your goal is to get people to go back to, you know what you were talking about the first half hour, if your goal is to get people teo, opt in, jump into a conversation and actually sign up for something or donate or add their names to your advocacy call, you know, whatever that is, buying random people probably bought is not going to get you closer, right? So if you’re just buying it for the number, hey, i would argue you have a really horrible goal weight. You should not be that list of life, their followers or whatever shouldn’t be your goal anyway on if you are just trying to fill, let me think about i often do this as a way of really kind of checking myself if i’m if i’m okay on the right things or i’m not focused on the right things and that is to turn your situation that you’re thinking about strategizing, whether this is buying facebook fans or twitter followers or instagram, polish, whatever, turn that into a in person scenario and check your same logic. So if we were in a room together, we were at the ntc right on, and our goal is to put on this awesome conference and have lots of content and have people engaging in making connections. But instead of focusing on that, we said, we want tohave three thousand people at the conference this year, right instead of always two thousand. So where does goingto go to the city of new orleans and say, we’re going to pay, you know, fifteen dollars an hour? Wait because this is our going. We’re gonna fill this commission’s, right? Because that’s our goal right way, a thousand people that are really there that are part of our community would say, who are all these people that i keep talking to you in the hallway that have no interest in what i’m doing that have nothing to do with non-profit work-life we then also create i’m going to save damage because well defined that and whatever different. Context is for the people who earnestly wanted to be part of our work, right? So focusing on that on that filling the filling, that big convention center focusing on that actually has maybe created more damage than had. We just had a smaller event on dso when i put it into a real world scenario, i think it’s so helpful because when we think about riel, world scenarios were much more likely to think about those people is people versus those people as followers or profile pictures or phone numbers, right when we’re when we’re focused on lee on the technology as this interchange in this transaction place, if we let ourselves kind of let go of the fact that these are committee members and they’re our friends and there are supporters, and i think using that real world scenario helps you remember, okay, if this is a room full of our people at our annual event, we would never do this. So why would we do it online now? The facebook the facebook facebook has changed. Facebook has changed its algorithm for for because it’s a new day yeah, right. Yes, bond, i’m hearing it. All right, companies. And non-profits or having trouble getting their content before there constituents there, their fans, the people was like their page in favor of in favor of family, family and friends stuff. Um, now i think it is i don’t think i’m being cynical saying that so that now companies and non-profits and organizations generally have toe pay for right for more outreach, brother reach no, you’re not being okay that’s that tried and true practice, right? Give people things for free so that they come to rely on them and feel they need them and then say, actually, you can’t have it for free anymore, but will you pay this amount? And people feel like they don’t have a choice, they have to pay it way don’t non-profits largely, any organization business on facebook has had lots of thing for free, you know? They got to have content that people could see in their new speed, and they could connect with folks and send messages and, you know, previously have much more, um, kind of dynamic options around events and messages and groups and all the rest and slowly all of that has been taken away, and i think at this point organisations really feel like, well, we have been used to getting to message. You’re having are. Our message is rather show up in the news feet of of our fans. So i guess now we do have to promote our posts, or even further than that, have facebook ads. And i think less about using facebook, then as a place where you are like you would with a promoted post, just trying to get your content scene and engaged with. And now that you’re using it, like big companies, to drive traffic to your website or into a facebook messenger, you know, a conversation or whatever it might be. Big, heavy sigh uh, listen, i mean, it’s kind of sad and frustrating his leg’s definitely, i think it’s a real challenge for organizations, teo feel like they are confident enough with there could management of the tool before you even think about how much time it takes. I mean, if you were to go to affirm that all that they do as they’re agency is, like a manage facebook ads and social media management for for clients, a you pay them a ton of money and they have a lot of expertise they’ve been doing this is all that they live and breathe, and it still takes them hours and hours, right? Like the idea that a small non-profit who already struggled to have the time to even log in to facebook one today, you know, and like, engage or like or reply to comments that now they’re they’re having to log in and then say, okay, well, hattaway, create an ad. How is that different than promoting this post? Because both of them are taking my credit card number? Like i said it’s, just so so disappointing that feels like it, it has established itself as this keep mathos massively, a hugely popular platform for people as individuals communicating with each other, and that should be a place where non-profits go to talk to people, right? I’m yet there are just so many, so many burdens or barriers to doing that. I know we got to take a break, stay with us, tell us credit card and payment processing. You know them. This is where you get the long tail of passive revenue because they are credit card processors. So you go to tony dot mm slash tony. Tell us you watch the video. It will explain the process of business is moving their credit card processing to tell us, and you will get fifty percent of everything tell us earns on all those transactions long revenue stream. Tony dahna i’m a slash tony. Tell us. Okay, any sample word, let’s? Keep talking about. Well, we brought in a little beyond cheating, but i, uh okay. So yes, facebook drew us in and drew non-profits in wave with e-giving they had e-giving for god’s sake on now, there. Now, now you gotta pay to get all this. All right, but but buying facebook likes is not the answer. No, it’s not going to be the answer, because buying the likes whether you’re buying likes on your content or buy-in likes just unto your page, write a cz followers it’s still going to set you up for a really bad roo i calculation from then on, right? Like if you’re now carrying one hundred extra fans that have no real intention in engaging with you are becoming part of your mission or donating to you every time you put a post out there, you’re getting even a smaller percentage, right? Because now you just artificially inflated all those numbers. Yeah, yeah, okay, good, but we’ve taken that off the table that that is not the way you go that way. Um, we’ll spend your few dollars on buy-in followers and fans used that money, even though, and this is what this i’ll i’ll make my case for it now, tony, the reason that i had said this was a conversation about gaming, social media, not cheating, is that just what we’re saying about facebook that you do have to play that game a bit on dh like i’m saying, don’t use your money on buying more, more followers instead. Used that money to say, you know, once a week we’re going to spend two dollars or five dollars, and we’re goingto busta post and get it more visibility, and that way it is content that you already have it’s maybe a post you already put up like if it was intend this week, maybe it’s a post specific toe reminder wednesday’s the registration deadline before the rate increases so it’s something that’s important is already something that you’re going to post on the page and then just put a couple of those dollars behind, boosting that more instead of putting your money somewhere else. What about the thinking that if we have a lot of let’s, shift over to twitter? If we have a lot of twitter followers, then people will think we’re popular and more people will join us organically. So if we buy ten thousand or twenty thousand twitter followers, which you’re right from a little i know about this, they’re probably fake. They’re either stolen and fake identity accounts or their bots, but if we have a big number than people will say, whoa, they have a big number about and then organically it’ll it’ll grow. Is that that flawed logic? And if so, why? I really think that it is flawed logic. So two, two versions, one in person, you know, if it was me and i had a million followers on twitter, for example, you’re going toe, you’re going to question that number, and if you first you’re going to say, okay, is that? Do i follow five people? You know, like it’s? Because it is obvious that this person is just, you know, buying all these followers because they don’t follow anyone? They’re not actually engaging with people. You’d also investigated by looking at the content just because i have a lot of followers, if i post, you know, once a month with, like a retweet of something what’s the point of following me anyway, right? There is no there’s, no content there there’s no value there. So even if i didn’t have a million followers and i was regularly engaging with people and i followed a ton of people and, you know, very similar number followed back that’s showing actually ah lot stronger truck between whoever that individual is and the people that they engage with them just see a billboard type. Profile right? Like you’re just an ad, right? Like lots of people are just there, but if it’s an organization similar, if you if you are truly an organization that should have a million followers, then you are an organization who should be putting out great content every day that you have profile that has, you know, your logo and information about whatever campaign you’re running or what your mission is has clear links over to your website that has similar branding and and tone and feel, you know, that there’s clearly a strong presence there if instead you’re an organization that shows that you have a million followers you again, you yourself follow five and your profile is very basic. You do not have strong called action and your messages you’re not regularly, you know, posting there, it doesn’t matter how many followers you have no one’s going to, really you don’t want to buy into that. That organization. In my intro, i linked, i grouped together buying views fans likes and also buying content. What about? You know, if we’re if we’re a small organization, we don’t have the wherewithal toe keep our keep facebook fresh or ur own even our own sight. Our own blogged fresh. What do you think about buying content? I guess occasionally. Or no, if you don’t like it, so i know i don’t like it, okay, but i want it cut the mic, right cover my kapin mike doesn’t like it, you know, if i can. Okay, so i think that there is, uh, certainly ah, path a reality in which money is exchanged for content on your website or your probably more. So, you know, on your block, like you’re saying versus on social, but in that situation is not that you are just buying content, but that instead you have say, uh, your education organization you focused on, kate told education, and you recruit twelve or twenty four say teachers in your service area to write something for you and that way you have to post a month. I’m just making this up, obviously, and you want to give them, you know, one hundred fifty dollars, check as a thank you for all of the time and sharing their expertise, and now they have one hundred fifty dollars to use in their classroom or whatever they want to do. So i think that kind of scenario where you are essentially providing honorariums for your community members, contributing to your content definitely makes them, but i wouldn’t ever consider that buying condoms. Mom, is that clear? What i’m saying there? Yeah, yeah, you’re you’re not you’re not out first of all, it’s it’s relevant because it’s coming from a community member and yeah, zim one you know, and they’re contributing content. So, you know, it’s it’s an honorarium? Yeah, exactly, and i think the other opportunity and again, i don’t think that money would necessarily be exchanged in this scenario, but four organizations, i don’t think that you should feel bad if you feel like, oh my gosh, we we don’t have time or we don’t we don’t feel like we have a lot to say to create all that content that is a huge place where i think partnerships are really important. I don’t know how much i’ve talked about it on the show over the years, but if anyone listening has been in any of my workshops around content planning, i always advocate that in your content plan, you include notes about if any of your funders have ah, blawg or social media profiles, if any of your coalition partners or project partners, if any of those people have outlets, and if they do, you should follow those because oftentimes they mean, you only had five minutes today while you were eating lunch while you were also, you know, listening to this radio show toe log in tow twitter and so long as you had all those folks there, maybe what you do today is just read retweet, you know, amplifies some of that content you don’t need to come up with it on your own, but, you know, it’s mission aligned, you know, that it’s relevant because they’re part of your kind of network of work. Andi, i think that’s a really important thing to keep in mind so that you don’t feel the pressure that you always have to write new articles every day. It may mean, hey, the five other organizations we work with are posting this. We’re going to repost it just like two other organizations are right in leverage, kind of how best would think about it. Is that network effect right? You have? Yes, you that’s beth cancer she’s dropping names. That’s, she’s referring to beth cantor? Yes, you have said that on the show and yeah, you’re you’re curating, you’re curating. Others content and and then? And then i probably learned this from you. Do you know they appreciate that, and they’re likely to share your content makes it more likely that their shells there show they’ll share your content and, you know, it’s a which also metoo we just have a minute left really manically last words or fans or whoever will come to you because maybe they already follow that partner or that thunder, and because you created a good relationship and sharing content between the two of you, you’re helping expose your content to all of their fans. Indeed, indeed. I know that from the non-profit media experience followers come when we share. We share good content from other people. Um, we gotta leave it there. Thank you very much. Yeah. Thank you. In anywhere, stu. In april, we’re gonna get you for an interview. She’s amos sample ward and you’ll find her at amy rs ward and amy sample ward dot or ge next week risk-alternatives and your disaster recovery plan. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com were supported by pursuing online tools for small and midsize non-profits data driven and technology enabled tony dahna slash pursuant radio by regular cpas, guiding you beyond the numbers. Wagner, cps, dot com and by telus, credit card and payment processing, your passive revenue stream. Tony dahna slash tony tell us our creative producers, claire meyerhoff. Family voices the line producer shows social media is by susan chavez on this music is by scots dahna with me next week for non-profit radio, big non-profit ideas for the other ninety five percent go out and green. Yeah. Snusz you’re listening to the talking alternative network e-giving e-giving cubine are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi, i’m nor ing. Sometimes the potentially ater tune in every tuesday nine to ten eastern time, and listen for new ideas on my show. 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