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Nonprofit Radio for February 4, 2011: Branded! Best Bets For Branding & Promoting Your Nonprofit


Big Nonprofit Ideas for the Other 95%

Episode 25 of Tony Martignetti Nonprofit Radio for February 4, 2011:

Branded! Best Bets For Branding & Promoting Your Nonprofit

Howard Levy, Principal of the Red Rooster Group, reveals how to identify, propagate, protect and exploit your organization’s brand.

Here are articles we’ll talk about:

Top Trends.  Sound Advice.  Lively Conversation.

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

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

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Here is the link to the podcast: 027: Branding, Marketing and Promotion
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Durney talk to him. Durney welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host, tony martignetti we’re going to live today and i’m going to give you that number right now, the number to call his eight seven seven for eight xero for one to xero we’re going to live very shortly with taking calls for howard levy and that’s coming up very shortly, talking about branding and promoting your non-profit you remember last week the segments were i’m looking to savvy strategies for your search. We checked in with our non-profit job seeker leonora, as she got advice from paula marks recruiter also on the show last week, winter active websites that was scott koegler, our regular tech contributor, he’s, the editor of non-profit technology news, and he explained what true interactivity is and how to achieve it so that your website winds this week. It’s branded best bets for branding and promoting your non-profit howard levy is the principle of the red rooster group, which you’ll find at red rooster group dot com and he’s going to reveal howto identify, propagate, protect and exploit exploitation is good when we’re talking about your organization’s brand. We’ll start with the basics. What it is, where you find it and work our way through to your board’s responsibility. You’re bored and your brand, really, absolutely. Your board has responsibilities. We’ll talk about all that with howard in this hour on tony’s, take two at thirty two minutes after the hour. Beware of the self serving objective report that’s on my blogged, and itunes is up. You can go and get this show and said, drive to it on itunes, that’s on tony’s, take two. Right now, we take a break and then it’s howard levy co-branded best bets for branding and promoting your non-profit stay with me, talking alternative radio, twenty four hours a day. 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If only i had someone to help me with my lifestyle. I feel like giving up. Is this you mind over matter, health and fitness can help. If you’re expecting an epiphany, chances are it’s not happening. Mind over matter, health and fitness can help you get back on track or start a new life and fitness. Join Joshua margolis, fitness expert at 2 one two eight six five nine to nine xero. Or visit w w w died. Mind over matter. Y si dot com. You’re listening to the talking alternative network. Welcome back to tony martignetti non-profit radio we’re talking about your brand today, your organization’s brand. Joining me in the studio with me is howard levy principle of the red rooster group howard’s, an interest industry recognized brand strategist specializing in non-profits he has over a twenty year career devoted to helping non-profits improve their marketing, he’s helped many organizations launch new branding programs, gained visibility, increased membership and increased, giving he’s, the founder of the non-profit brand institute, to help non-profits learn how to create a more effective brand. I’m very pleased to have him in the studio today, howard welcome, thank you very much. Pleasure to have you. We’re taking calls for howard at eight seven, seven for eight xero for one to xero howard, i hate to start with a stint in jargon jail, so i’m not gonna let that happen. Wei have jargon jail here on the show. I can keep you out of jargon jail, if you will tell us what is a brand that’s? A good question, tony and it’s. Not an uncommon one. There is a lot of jargon in the marketing and branding sector, so i’ll try to make this real simple. Simply put, brand is your reputation. So how do we get to a reputation by making a promise? Typically for a non profit organization, that means their mission, they’re trying to help people. They’re trying teo cure a disease, they’re trying to protect the environment, so the brand essentially, is how well they’re performing on their promise. Okay, they’re brand is their promise. How do they express that promise through a brand so that’s a great question, the way they like to simplify this is, in a word equation certificate picture three words the promise plus communication plus your experiences equals your reputation, and i’ll explain what i mean by that. So the promise like we just said, is really the main premise that the organization is in business, what’s the problem that they’re solving and how they go about addressing it. Some organizations have a really clear and compelling brand, so the red cross, we all know, is going to be there in times of disaster relief. One lap one laptop per child, for example, expresses their brand promise in their name. They want to be able to provide technology for children who don’t have it that’s an actual non-profit one laptop per child so the communication part what you were asking about, which is the next word in this sentence is how they go about expressing it because you could have the greatest idea in the world. This is the same for business, but unless you tell people about it, then they’re not going to know so non-profits can use their websites, their email, communication, their events and many other forms of communication to help tell people about what they’re all about and what their promises. So much of this is wrapped up in perception, right? Exactly. So the last part is the experience that they deliver now, how well are they actually performing on doing what they say they’re doing? If one laptop per child is not actually delivering laptops at a reasonable rate and giving them tio children in the appropriate venues, then they’re not fulfilling on their promise. If red cross is not there in times of disaster relief, then there’s a gap in the perception of how they’re coming across self. For example, after nine eleven, you may remember they actually had a little glitch whereby they had an outpouring of support from the public people gave them a lot of donations, and they in fact, had way more than they needed to fulfill the immediate need for that disaster. So what happened was they took that money, and they put it aside for the next disaster. People, though, complained about that, they said we’re giving specifically for with the expectation that is going toward the nine eleven relief, so there’s a gap between their promise of of using that money for one purpose, and i’m not using not delivering on that. All right? So they’re brand suffered now, given the communication to go back to that they were able teo recover by by actually performing differently by taking the money and putting it toward the nine eleven telling people what they were doing and the reputation they had developed over there hundred year history enable people to overlook this one time bonem infraction of promise, although red cross is kind of interesting example, i mean, they have troubles sort of perpetually because their congressional e, uh, chartered and so there’s greater oversight, but i understand you’re certainly understand your point about the nine eleven and the sort of perception gap there on and in that case, that was a lot of public relations effort to try toe um, recovered help the brand to recover from it’s perception problem, right? I mean, in a way, a brand is an insurance against crisis. If you have invested heavily in helping people to understand what you do, you communicating with them? Clearly, transparency is a key factor in authenticity and conveying really what you’re about it’s not about creating an image. That’s not true it’s about it. It’s i like the word identity versus image. Identity is what the organization really is. What are the organization’s values? What are you actually doing? And if you could communicate that clearly, people who identify with those values are going to support you. Okay? And that’s really the key. And if you have invested in the brand, then it’s got some resilience so it can overcome a perception problem that hopefully becomes temporary. We’re going tow when we come back from pardon me exactly when we come back from this break. Thank you for that validation. When we come back from this break, we’re going to talk about how to figure out what your brand ought to be or if, if it is your mission, how to express it best, that’s. Probably the best way to say how to express that brand best. This is tony martignetti non-profit radio, and i’m with howard levy. We have a three minute break. Hang in there, stay with us. You’re listening to the talking alternate network, waiting to get you thinking. Nothing. Cubine is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. Geever are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com dahna welcome back to the show him with howard levy, and we’re talking about your non-profits brand we’re taking calls at eight seven seven for eight xero for one to zero if you have questions about your brand and how to promote it, etcetera for howard levy howard, how does how does a non-profit figure out what methods or ah, how it should be expressing its promise in its brand? It’s a good question we like tio start with research. Yeah, because you really want to start with something that’s authentic and not just, you know, be making something up with an assumption that may be incorrect. So you wantto do you really want to find out? Because you’re gonna be spending a lot of time and money in creating this brand and promoting it? You’re bored and we’re gonna talk about all that, so you don’t want to just do it based on what a few people think it ought to be, right? So you want to get a three sixty perspective, you know, from different different points of view, in other words, so the staff in the board usually have one one perspective, or maybe even to the staff. May have one since or even the executive leadership in the program, people may have different perspectives about it, so asking them is a good point of departure. So we like to do research and do interviews with the staff, the board and also others. The donors people are funding the organization and also the constituents. People who are using the services of the organization are benefiting from the organization and maybe there’s other people to, like media or legislators or other community groups or partner organizations. These are all people who are goingto having some relation or interface with the organization and may know it in some intimate way or may not know in an intimate way, and we want to know about their awareness in the level of awareness and their perceptions of it and so forth. And how do you let’s dive in a little deeper? How do you actually ask these questions, focusedbuyer oops. Is it printed questions? How does that work? We typically do one on one phone calls are in person sessions. So we have questions scripted for these different types of organ, different types of audiences, people that are in the organization, people. That are outside it and we’ll have some different questions other you can do focusedbuyer oops! We typically do the one on ones we also dio surveys. We recently did a survey for unorganised ation where we had questions online. We surveymonkey it’s a free tool and you can promote that through the organization’s newsletter or other venues hopefully reach people who know about the organization and some people who don’t know about the organization. If that’s your intent, some other things we do to gather information are a brand review essentially that’s taking a look at all the organisations marketing materials look at their current logo in their tagline will look at their website and see how well does it perform? Certain shins cannot collect donations online. How well does it expressed their mission? How much interaction is there? Can people post or do they post photos of events? How do they engage people online? Well, look at their other forms of communication, like their email newsletters, their print newsletters, brochures, and we’ll get a sense of our the communicating cousin consistently, you know, sometimes they are, and sometimes we’ll find some gaps that need to be addressed, but not only are they communicating consistently, but are they communicating the right message exactly the right manner consistent, but not what the audience is need to here. Exactly. So how do you then deconflict all these different opinions that you’re going to get from what what they’re currently doing and all these different constituents so it’s best to do? We find that with non-profit organizations is best to do this in a manage process, so we’ll put together a marketing team made up of people from the organization and typically that might be staff, and it might be some representatives from the board or other committees, and we’ll have them take a look at the findings that we assess from all this type of research, and we’ll walk him through it, and we’ll get their sense of how this is reflected in what they want to say, and so it’s a way of managing it so that it’s not just us, is outside consultants coming in or it’s, not them from an internal perspective, thinking that they know what’s best to say, we’re really providing the value, synthesizing all the information gathered from different points of view, but then filtering. It through the organization itself. Okay? And this is really sounds like creating sort of expectations about what, what people can i expect to receive from the organization may or expect to get back if there a donor or if their service recipient is it sort of building the brand around expectations? Yeah, in a way, it is, i think a lot of organizations, they’re very inward looking, here’s the services that we provide, you know we do x, y z what donors are looking for is what impact you have. What are the results that you’re actually having in society on, you know, are you fulfilling your mission? Many non-profit they’re set up to actually address a problem, but they’re really not actually addressing the solving the problem. They’re providing services toward meeting a certain populations need so we look at that and we say, you know, is more effective to actually just keep providing this service versus trying, tio we have a larger impact in society if i could simplify your example there’s that saying of ah, give a man a fish and he eats for a day teach a man to fish and he eats for life. So in the same way is the non-profit teaching people to fish or is it just providing the fish for them? So i think that’s something from the donor’s perspective they want to see are you actually teaching people to fish? What are the ultimate impact that you’re going tohave in society? So in identifying what your brand should be, then you really are also looking at what you’re delivering. This is a much bigger conversation. Then what is? Our logo and letter had looked like, what is it is? The promise is really the mission of the organization. So, you know, we do look at the mission of the organization. So if the mission is sound and their promises sound, then it goes into the next phase of that word. Um, um, phrase we had which is the communication part and that’s typically where we focus most of the efforts on so in cases where they need help in refining their promise, or their mission will address that, and in many cases that’s pretty clear. And then it goes to how do we express it effectively? Okay, so this really is a huge conversation for the organization and all. Its constituents tohave, and it needs to be a managed process. And that’s that’s, your work is with the red rooster group. Um, it does. And that’s why it’s important? I think tio have the process a clear process and toe to involve people and to really create the expectation of what the process is so that they don’t you think, oh, it is slapping on a new creating a new logo, putting that on the website and we’ve done branding we really are up to speed with what we need to do is really a lining your promise with how you communicate that across all the forms of communication. And so let’s talk about what some of those different constituencies sort of ar are expecting, i mean, in terms of board members, i will talk later about the board’s responsibility in the brand, but this could have implications for board recruitment, right? I mean, what do they expect when you’re inviting them to be on the board? Definitely, in fact, that’s a key point that people call us in order to redefine their brand or to define their brand is our board can’t express what we dio you know we do so many different things, people come on, they serve for a period of time or we have a new boardmember and really, we want them to be our brand ambassador. We want them to be our spokesperson in the community and really they should be boards boardmember is have their own spheres of influence in whatever worlds there i’m traveling in, and they can be great advocates for the organisation, but they need toe have the tools in order to do that, so they need to have a firm understanding of the mission. And then the mission needs to be clear enough that it could be expressed as an elevator pitch we could in business. We called an elevator pitch, you know, you’re going up the floors and you have, like ten seconds to tell someone in the elevator about your organization, you know, can you do that or not? Are their communications is there a presentation? Is there a brochure or there’s something that the boardmember is proud toe point to tell a business colleague who’s used to a certain level of sophistication? If they’re going, teo asked them for a large amount of money or a sponsorship for an event. So those are the kinds of issues that way address from the question that you said, how do you help inboard recruitment and facilitating board members as brand ambassadors? You know, you want to empower them on this obviously has implications that you’re alluding, teo, for your fund-raising you’re mentioning, you know, approaches to funders, that thinking of institutional funders, but also individual individual donors as well, exactly, and that’s, really the bulk of what precipitates examining brandy issues is how we articulated a message to that donors understand it, and that gets out through their events through their website through their e mail communication. So we like to do is look at having core messages that then permeate the entire communication spectrum. So so yeah, well, i just i just started picking back. So what organization should have a few core ideas that sort of everything else revolves around? Yeah, so for example, if they’re looking to establish themselves as the voice of authority in a certain sector and not all are but for example, if you’re performing funding medical research, then maybe you do wanna have a voice at the table when it comes. Tio congressional funding for your disease. So unless you can build up a certain level of cloud and credibility than legislature, legislators are not going to take you seriously. So if that is a key area that we identify, that should be part of the brand is speaking from authority about your issue, then we’ll look to communicate that in whatever we d’oh so in your newsletter instead of just having a story about someone that you’ve helped well, look att the resource is that the organization brought to bear in order to help that person, so it gives a little deeper to show that the organization has the wherewithal tio have an impact we beyond that one individual, but doing deep research can i give you another hypothetical? What about, say, a small college take a small liberal arts college, then they tend to all sort of be grouped together like i just did, you know, small northeast liberal arts college, how how how would they dive in and sort of identify themselves as different from the rest of the cluster? So brand distinction is the point that you’re really alluding. Teo s o we looked like to look at three, brand attributes we, as we call them a lot of jargon, you’re right. Okay, well, the word attributes people know on you’ll define that really distinguish the organization from others. It’s really key to understand that there’s a range of services that an organization may provide. So in a community college, they may have classes in various areas, right in various departments similar to other other schools. But there is typically something that is unique about that college. So we look to find out what that uniqueness is, okay, and that will come out in those conversations that you have rights, right? All right. Conversing with alumni boardmember sze faculty administrators. And i’m sure you start to see common themes that, you know, a lot of our students may be our first generation in college or got a grant for doing some certain type of research. Or, you know, we write called kids, go off to do one’s particular area or get hired by certain company. That’s found some part of the training very valuable it might be to do with the geographic location association with certain professors on their relationships. It could be anything. I mean, the idea really, is that think in broad terms, and then the key is understanding how that can be a value to your donors or in this case, probably student recruitment is usually a huge issue for colleges, which is why they wantto distinguish themselves. And so there i guess there isn’t any charity that can’t define itself and break away from the general cluster. I mean, animal shelters, you know, i don’t know churches there isn’t there you haven’t made a case that you couldn’t identify, i guess identify in a particular unique way. Some of them are tougher than others, okay, what are some tough one with that name? Names? Some of the tougher, not have none, and i don’t mean a specific organisation. They worked. But what what type of mission were they working in? That was hard to distinguish? Well, one’s social service agencies, which we deal with a lot, often provide a whole range of services, so they’ll, for example, provide services to senior’s senior care services. They might provide foster care services for for children. They might provide counseling services for adults going through troubled times. So right there, there’s, three different populations and three distinct services, but we’ve encountered a lot of organizations that have become full service in a way like conglomerates, whether they’ve gobbled up different divisions or started different ah, division’s, teo, meet the needs of a certain population, especially seeing that now and what i think is the tail into the recession. But for the past eighteen, twenty months or so, a lot of consolidation, right? Right? So just saying where you know, we’re a behavioral health care organization or something with a large catchall phrase is the way that many organizations go, which may sound good to them, but it doesn’t really help the donors to understand the specific things that they provide. So that’s an interesting challenge because you do want to provide them with the sense that there are larger and they are taking advantage of all these things so they can get funding at the same time they need to have a little bit of uniqueness. I’m with howard levy, and we’re talking about branding your organization and how important that is, how to go about it and then what to do after you have branded we have just a couple minutes before a break, howard what about the use of technology in? I don’t know, maybe determining what the brand should be or butt or but propagating the brand once you’ve once you’ve identified it, yeah, it’s a big concerns a non-profits and we find that a lot of the larger organizations are well refined in their sensibility about how we go about using technology, so we look at the, you know, the upper echelon organisations, they have departments, the whole interactive departments, they’re using social media, they have web development departments keeping the website up today, blogging, tweeting, it’s the smaller organizations and don’t have the staff to do it so that the tools are out there, and it is a huge opportunity for them to get feedback on their brand by by getting to a communication through surveys and tweets and blog’s and so forth a cz well, a cz disseminating their message and, um like this, we’ll talk about this a little later through facebook and other media where they can actually build up a base of supporters. Okay, we’re going to take a break, and when we come back, we’ll talk about that what the small and midsize non-profits khun do. Using technology, teo help propagate and promote and further their brand. This is tony martignetti non-profit radio stay with us. You’re listening to the talking alternative network. No. This is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing effort. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is. We do whatever it takes to make our clients happy contact them today. Admission. Wanna one media dot com hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com dahna welcome back to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent it’s roughly thirty two minutes after the hour, and that means it’s tony’s take two for today itunes itunes is here, you can go to non-profit radio dot net and subscribe to the show. That means you’ll get automatic downloads of every new show, starting with this one’s, the first week’s show that will be sent teo delivered to you automatically, and you listen any time you like on any device you like, so that could be your ipad or your iphone or any any mobile phone, listen on your computer, get it and listen any time you like non-profit radio dot net will take you to the itunes page for the show. Also, i have a block post that i did this week, which is called beware of self serving objective report, an object of his in quotes, it’s getting ah good a number of comments from people who are aware of the fund-raising challenges that arts and culture organizations face on, and also some prospect researchers have commented, essentially, the post is about something that i got in an email, which suggests that arts and culture organizations should be spending approximate actually, they don’t say approximately spending at least twenty five percent of their time on prospect research. These air arts and culture organizations twenty five percent of their staff time on prospect research is ludicrous, i think it’s just dangling in front of them ah, carrot that they can never consume, never get to it’s just it’s, just impractical even for the larger organizations or largest arts and culture organizations, big dance companies, big theatre companies that we think of opera companies and there the outliers anyway. But even for them, i think twenty five per cent is is ah big stretch, but for a small arts and culture organization struggling to keep the keep the theatre rent paid and get the next show up and it’s just completely impractical. But i talk more about that in the block post, and as i said, it’s getting a fair number of comments, my blog’s is that m p g a d v dot com and again, that post is called beware the self serving objective report, and that is tony’s take two for friday, february fourth i’m with howard levy, we’re talking. About branded, you’re the importance of your brand. He is the principal of the red rooster group, which you’ll find at red rooster group dot com. And as i said before the break, howard let’s talk a little more about technology, but on the, you know, for the small and midsize organization, what tools are there that they can use? Well, i think for small organizations, you just taught it’s interesting you’re just talking about time that they have available and that’s probably the most precious commodity, i guess, other than their limited resource is itself, which both translate. The same is how did they use your their time? Tio maximize the effectiveness of social media because really, it takes a lot of time to develop an effective social media campaign. The bottom line is you have to be dedicating some portion of your time to creating the online presence to blogging on a regular basis to be twittering and so forth, you know, creating and maintaining right? It does no good to have a blogged that only gets one post every month or yeah, it’s twitter identity that doesn’t get posted regularly. Frequently. Yeah, it’s, not magic, is working. That’s really what it comes down to so that i think the key this two keys one is understanding what you looking to accomplish? So if you ask most organizations, they’ll say, well, we want to raise money so that’s good, but what’s realistic amount to raise online and how do you go about doing that? And also there are other things that you can accomplish online, i mean, creating awareness about your organization, creating credibility. We talked about that and how that could translate maybe to cloud full on advocacy issues, whether we talked about for legislators, teo, you know, on capitol hill or your state capital, but what about getting people to take some action on behalf of the organization, like sign a petition or send the letter or do something attended demonstration or so forth? That’s also very valuable and people are can be inspired to do that through social media tools. How should an organization decide whether it should let’s say let’s, let’s, take twitter? I mean, i think it’s, i think facebook is so common and we we have had guests in the past, including someone from facebook, andrew noise, one point talking about the value of facebook so i think that’s sort of understood having a facebook page for the organisation, but let’s take one, twitter, which does have to be updated pretty regularly. I mean, you should be tweeting at least a couple of times a day, i think. How does an organization decide whether it’s worth it to devote the time to create the twitter identity and then post regularly? Well, one thing you can try to do is take some steps in that direction. I think just starting often tweeting two times a day is really going to be on realistic for people who are not accustomed to that form of communication and not doing allocating the time. So, i mean, start off with block posts this way, it gives you a way to think about your organization think about resource is like this article you’re commenting on, right? So there’s ways of having content that you’re not creating. You can comment on another article you could post another article or resource from another organization so that’s an easy way to get started. Another way is to think about how you can automate some of these processes. So for example, i’m going to tell you about something we dio i don’t is not a best practice, but it can work out a better practice. Those it’s not a bad practice that’s a bad practice don’t share if you don’t have to be best long that’s good, it works for us, good or better, but maybe not best. Okay, so what we do is we have our blogged feeds block post, go out as twitter as tweets basically, so any time we post a blogger post, it goes out on our twitter feed, so we’re not actually tweeting the way that you intended to tweet on use that tool, which is for a short missives that are very timely on targeted, but it does convey all the target in timely information that we do have on our on our post, and we have found that it is a way to generate a base of followers and things are being noticed and retweeted and that’s probably an automated feature. Yes, okay, so you’re so you’re doing a block post and it automatically is promoted threw it through your twitter feed. It goes afternoon on twitter and it also we so the idea is really, how can you automate your technology? Because that’s going to reduce the amount of time that you have to spend and re posting and redoing things so there’s, a lot of ways to do this. Another way, for example, is on arlington page. You can import your block posts directly there. So when we post a block now, effectively it’s going out on twitter and it’s going out, it’s appearing on are linked in paige. So is many ways as you, khun, get to automate these things, and they’re integrations with facebook and other social media applications. So in terms of addressing, ah, small, non-profit and what they can do is have a goal. Think about realistically what they could accomplish, and then try to automate as much as possible. And we’re well, i’m with howard levy principle of the red rooster group we’re talking about branding your organization, how important that is and how to convey it and we on the block post for this show. So you go to my blogging mpg a dv dot com on the block post for today’s show i have links to three of howard’s articles he’s written many, but there are links to three on this block post. How would one of them talks about using linked in for for your board? I’m pretty sure that i got that from any of our articles what’s the what’s the value there of using linked in for help, you’re bored. Well, i mean the board is going to be a key asset in your organisation, at least it should. And actually a lot of smaller groups don’t really fully take advantage of it. It’s more the mature organizations that air have a well developed board, but it’s something teo aspire to? How could you involve your board in your organization in a deeper way so they could help communicate your value and bring into don’t the donors and the funders like we talked about? So unease e way is through lincoln, at least form a lincoln group for your organization and have your board members link there so that when someone from their network there, business associates, are checking out their profile, at least they’ll see the organization i mean, that’s it should be a no brainer for for organizations to do that. And for small and midsize groups. I mean, that’s really easy to do you’re saying i don’t you’re saying you’re suggesting the larger ones, but i think for smaller organisms, which are smaller, you could okay, they could certainly create a linked in group just for their board, and then that doesn’t become an easy freeway. Teo seventeen information to your board. Yeah, and hopefully will help the board if you have an active board. Hopefully the president is taking a bit of a leadership role can actually use the linked in forum to communicate with the other board members. So it’s inspiring a little bit of online interaction that could then spawn out to other people. Eventually, you might wantto use that group to bring in other people, for example. Okay, i was thinking of it just for the board. But what if you had one that is on ly for the board? I’m thinking of these burdensome board packages that that’s pretty good alliteration, you know, my love of a liberated, burdensome board? Ah, i don’t know, all right packages off to suffer with that that people that organizations do sometimes once a month, and they’ve aboard me once a month. But even if it’s only once a quarter they’re they’re they’re bulky. There typically in a notebook, they take along a lot of staff time to prepare and then and then time to print. And then they always fedex them, which is expensive. And you have a board of a dozen people or mohr and you’re doing this every month or every quarter. That’s really burdensome, but you could just use your linking group to upload a file, right? You do have to be careful about what’s public inwards. Private group is private. No, it wouldn’t work. Yeah, if it’s, i’m not quite sure how that works. Actually, i’m posting files. But you do bring up a very good point. Which another piece of jargon i’ll call brand infrastructure and that’s ah, like you saying communicating internally is also is important as reaching donors and other outside audiences. So in terms of the whole brand process, we look att what systems are in place in order to facilitate communication among the board and among the staff and among other parties that would not be shared with outside sources, so we’ll try to put together and internet, or at least an online archive for somewhere to post these things. You’re referring to board notes but also brand assets. So where the copies of the logo files stored so that they’re not on one person’s computer, that everyone can access them that needs to sew when they’re creating a new document, they khun see what the typefaces are the colors, the logo’s, the templates and things like that. Having this kind of brand infrastructure in place is really crucial to maintaining the brand over a long period of time. Yeah, we’re investing a lot of money in creating it wast want to keep it active on, and i think what you call propagating the brand right let’s, talk a little about the board’s role in the brand i’d like to bring them in. You ah, well, one of the articles that you’ll find on my block for this show is howard’s article the board’s role in managing your non-profits brand. So we’re going to talk about the what he has there, the four p’s that you’re bored has to take on in terms of its brand. And of course, i love alliteration. So, you know, i’m drawn to the four piece, so want to tell us what the four p’s are, first of all, howard, so there are different ways. Well, i just want to say also that the board, um it’s every organization is different in terms of their board involvement in their brand process, so some of them are going to have ah, much stronger role that the board will play and some of them are fairly hands off, and they kind of rubber stamp something that the organization does. So this is all taking in the in the sensibility of the organization, okay, but the the better practice and we’ve had people on to talk about toward practice, right? Better practice for your board and for your organization. Is that the board be involved in important initiatives of the organization? And co-branding is one of them, right? Okay, i understand your viewpoint is different cultures, different accusations, but i want to make the point that the board ought to be involved in this. Yeah, so some of the areas there are producing the brand. So in terms of this process we discussed in terms of this the discovery of doing the research we should be involved and be interviewed and so forth beyond some representation on the marketing committee, probably one or two people from the board on the committee that’s responsible for i’m going through this process, so you have the producing part. You have the projecting part which has had a weak now communicated through the website through email and so forth. So in helping to identify those different areas, you have the protecting part which is really interesting. The ideas of brand is your reputation and that’s something that’s to be protected because that’s the goodwill that you can parlay into corporate sponsorships or other valuable things. So we’re headed into a break shortly, so we’re going to talk more about the protection part leader lead us into the fourth, the fourth key, which is parlaying, parlaying your brand, right? So that goes into this sense of now you have some equity, your value built into the brand. How do you parlay that into cause marketing or other opportunities? Okay, so this is really all around just in the minute we have left before the break. It’s really all creating a sort of marketing mindset is that? Do you think that’s right that term? Yeah. Okay, well, that’s a help myself martignetti ease martignetti is marketing mindset. I wish my first names start with a name. I’ll just rename myself mark martignetti is martin marketing mindset? Is that what we’re doing here? Marketing mindset. It’s. Exactly. Helping the organization to transfer the way that they think about their organization, from sitting back and being passive and thinking that people are going to give them money because they’re doing good work to being proactive and thinking and themselves is ah, marketing machine. Yeah, essential because there are too many organizations that are sitting back, and the proactive ones are the ones who are going to attract volunteers, board members and of course, gif ts, this is tony martignetti non-profit radio with howard levy. Stay with us. Talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Altum i really need to take better care of myself. If only i had someone to help me with my lifestyle. I feel like giving up. Is this you mind over matter, health and fitness can help. If you’re expecting an epiphany, chances are it’s not happening. Mind over matter, health and fitness can help you get back on track or start a new life and fitness. Join Joshua margolis, fitness expert at 2 one two, eight sixty five nine to nine xero. Or visit w w w died mind over matter. N y c dot com duitz oppcoll do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing efforts. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is, we do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com. Talking. I’m back with howard levy, and we’re talking about your brand. We, uh, ended right before the last break with howard’s article the board’s role in managing your non-profits brand again, you’ll find a link to that article on my blogged the block post for this show, and i think how would we should spend a few minutes on the last two of the four piece, which are protect anne and parlour? Because i feel like we’ve talked a good amount about producing and projecting your brand? What what did you do? Your thoughts, they’re about protecting the brand well, the brand is really a valuable piece of intellectual property for the non-profit i mean, if you think about all the good work that the non-profit does, you’re building up a fair amount of goodwill, right? We talked about the brand being a reputation, so if your reputation is positive, that’s something that’s worth some money, so you really want to be able to protect how your brand is portrayed. So one of the things that board khun do it just is a general responsibility in terms of the oversight of the organization is just to make sure that the brand is being used in a consistent and professional way, right? I mean, if it’s used it in inconsistently logo appears one way on the website in another way on the newsletter, then you’re not really building up the kind of recognition for the organization that you want in a way you’re undermining the professionalism of the organization, right? You’re creating a fractured viewpoint that donorsearch e this organization doesn’t really know what the heck they’re doing, you know, they’re the each male piece i get looks a little bit different, yeah, something like that. S so i mean, this is all in business terms. They think they talk about valuing a brand and having equity and actually sell brands for a ton of money, literally millions of dollars like when pan am the airline went out, they actually sold the name and the logo for millions of dollars. Bear stearns, i think it was in redoing their i’m sorry, i think it was merrill lynch with the bull and they were going to redesign it think they had valued it at some x amount of millions of dollars. So it’s a non-profit you have a lot of good will. In what you’re doing, and if you can develop the communication part of the branded logo and the way that you’re using it, then you’re going to be able to dahna leverage that somehow and that goes to the next part of the parlay in-kind going right? So you may have heard of cause marketing there’s a lot of different ways of going about leveraging the goodwill that you have so causevox eating relationship is where corporation will somehow leverage the goodwill you have in exchange for something. Now i want to distinguish between a sponsorship where a company just gives you money. They’re not expecting anything in return other than maybe listing on the website, you know, your look, their logo appears somewhere, right? So that that’s a sponsorship cause marketing is where there’s more of a reciprocal relationship where the corporation is actually gaining some of the goodwill and you’re gaining some of the knowledge, expertise or distribution to access to their the corporation’s audience? Okay? And that let’s let’s apply that to the small and midsize non-profit that isn’t going to be able to attract, you know, big corporate attention, really, but that could be done with ah, local company, right? A smaller local company? Yeah, yeah, even retail stores anywhere that has a high volume of traffic and specifically ones that are attracting the type of people that you’re looking for. So, i mean, you mentioned an animal shelter, for example, so the animal lover where would an animal lover go? You know, maybe a local big local petco. Yeah, exactly. So if there’s some some relationship that you can have with that other business that will benefit both parties that’s really where you can take advantage of having the brand equity, okay? And in just a minute and a half we have left are so you have maybe some advice for funding for the for this sort of research that goes into creating the brand once you give some suggestions that way. Yeah, well, the typically funders wantto don’t individual donors want to donate teo own organization and have their money go directly to programs. But there is a growing realization that capacity building this new phrase that having this organization’s infrastructure be sustainable over the long term is in everyone’s interest, because if they’re out of business next year, that no that’s not going. To benefit anyone. So so we’re slowly funding that funders air supporting capacity building and brand development is part of capacity building. Okay on dure finding that on the individual level, individual donors to some degree interested in that mostly it’s like they’re getting grants from a parent organization, umbrella organization or a funder. You know, a major funder, mate, could be a large individual funder or, you know, a foundation of some sort that’s interested in the long term viability of the organization. Okay, some help out there. My guest has been howard levy. Howard is the principle of the red rooster group, which you’ll find at red rooster group dot com. Howard, thank you very much for joining me today. Thanks, tony it’s been great. Excellent. Thank you. Um, next week we have resplendent resource is the founders of idealist dot or ge national resource directory and philanthropy alive. We’re going to share how their work can help your work from job listings to finding the right consultant to collaboration and cooperative buying. So have three different organizations to profile next week on resplendent resource is you can keep up with what’s coming up. Sign up for our insider alerts by email. You could do that on the facebook page. You go to facebook and then the name of this show, and while you’re there you please click like you become a fan of the show, of course. Itunes at non-profit radio dot net subscribed there. Listen to the show at any time. The creative producer of tony martignetti non-profit radio is claire meyerhoff, our line producer and the owner of talking alternative broadcasting is sam liebowitz, and our social media is by regina walton of organic social media, who expertly does some of the things that howard was talking about in terms of cross posting my blogged and facebook and twitter all done for the show. Bye regina walton of organic social media. This is tony martignetti non-profit radio, where we always have in mind big non-profit ideas for the other ninety five percent stay with us for next friday’s show, which will be one p m to two p m eastern here at talking alternative dot com or, of course, on itunes. Listen, one way or the other next week. Dahna you’re listening to the talking alternative network, waiting to get you thinking. E-giving good. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medication? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com you’re listening to talking on their network at www dot talking alternative dot com now broadcasting twenty four hours a day. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call us ed to one, two, nine, six, four three five zero two for a free consultation. That’s lawrence h bloom two, one, two, nine, six, four, three five zero two. We make people happy. Oppcoll i really need to take better care of myself. If only i had someone to help me with my lifestyle. I feel like giving up. Is this you mind over matter, health and fitness can help. If you’re expecting an epiphany, chances are it’s not happening. Mind over matter, health and fitness could help you get back on track or start a new life in fitness. Join Joshua margolis, fitness expert at 2 one two eight sixty five nine to nine xero. Or visit w w w died mind over matter. N y c dot com upleaf told you.

Nonprofit Radio for January 28, 2011: “I’m Looking”: Savvy Strategies for Nonprofit Job Seekers and Nonprofit Tech


Big Nonprofit Ideas for the Other 95%

Episode 24 of Tony Martignetti Nonprofit Radio for January 28, 2011:

I’m Looking: Savvy Strategies for Your Search

Paula Marks, President, Hire Resources; and Leonora Scala, nonprofit job-seeker.

Leonora, our nonprofit job-seeker, gets continuing advice from recruiter Paula Marks. We last checked in with the pair in late December.  Paula’s tips will help you in your own search, whether it’s today or in the future.

  • Leonora’s resume is now revised. (You can view the old version here.)

Nonprofit Tech Talk with Scott Koegler, editor, Nonprofit Technology News.

Scott is our regular tech contributor.  This week he’ll share techniques for maximizing  interactivity on your website.  What is that?  Why is it important?  And how do you do it?

TMNR

TMNR

Here is the link to the podcast: 026: I’m Looking and Interactive Websites

Top Trends.  Sound Advice.  Lively Conversation.

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

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

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

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

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

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Welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent, your aptly named host tony martignetti maybe call that last week we had saving your office from a sexism seen policies you need in place to protect your non-profit my guest was hr consultant karen bradunas, and we talked about protecting your employees and your non-profit from harassment and discrimination claims also last week, punch up your plan giving newsletter from savvy story style to picking perfect pictures. Claire meyerhoff who’s, the editorial director of the plant e-giving company, shared her secrets to get your plant e-giving newsletters red this week we have our recurring features. I’m looking savvy strategies for your search our non-profit job seeker leonora is going to get continuing advice from our search consultant, paula marks. We last checked in with them in late december. Listen to help your own job search and your own career where that’s for today or for the future and second segment is with scott koegler returning our tech contributor scott is the editor of non-profit technology news and he’s going to be talking about winter active websites what you need to know for true interactivity on your website and how to achieve that so that your website winds and on tony’s take two at thirty two minutes after the hour. Today, i’ll be talking a little about itunes, coming very, very soon, and also beware of those self serving objective reports that we see on the web. Talk a little about the most recent one of those that i’ve seen that’s all this week. Joining me after this break is pola marks and leonora are non-profit job seeker. This is tony martignetti non-profit radio, a two minute break. You can hang out for that. Stay with me. You’re listening to the talking alternate network, waiting to get me to thinking. Duitz is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set two one two nine six, four, three five zero two for a free consultation. That’s lawrence h bloom, too. One, two, nine, six, four, three, five zero two. We make people happy. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com no. Welcome back on tony martignetti and i’m joined now by paula marks and our non-profit job seeker leonora scala. Paula is president of hyre resource is something that i like from a previous website of hers a quote the search process is like a spider spinning its web it’s important to think vertically and horizontally at the same time, and to make all the unlikely connections, paula has a career in executive search that spans almost three decades. She’s, the search consultant and contributor, i guess i’d say for this show, and i’m happy to welcome her back. Glad that her expertise brings her back for the i’m looking savvy strategies for your search feature. Paula welcome back! Hi, tony. Thank my pleasure. Have you also on the line? We have leonora scala, who is making a transition from the world of finance to the world of non-profits. Leonora, how are you doing? Well, thank you for joining us, leonora. And as i hope i do every show. Thank you for sharing your search with the audience. Get that degree, what’s. What are you seeing? Well, last time we talked to the two of you was about a month ago. Last december of well, it was actually last year like this late december last year. Paula, what are you seeing in in search? Anything you want to share with us? Ideo i see a lot of activity. I hear one thing from clients repetitive lee, which is kind of what i believe and that is that the big sites are not really the way to get a job there’s so much activity, but nothing really happened. People tell me that they feel that they’re sending a resume into a black hole, which i totally agree with. I think you missed the essence of human being when you process them through a machine, and i don’t think that any human being can write a resume to make everyone happy. And i think as long as it’s being screened by a machine, you’re just not going to see the range of people that are out there. Um, one of the things that i see on the flip side of the equation is the behavior of job seekers that really causes them to not be able to move forward. And again, this is an area that leonora has been totally open to. I find that a lot of people really want to get engaged in the debate. Why? They wrote their resume the way they did because their mother’s cousin’s friend’s six brother, two times removed gave them this advice. Well, who are they? Well, i don’t know. So i think we are in a a bit stagnant as a society, i think there’s a lot of fear, i think there’s a lot of doubt. Um, i think it’s very stressful. I think it can border on depressing for some people. And yet when you give people suggestions it is, though you said something that resembles rocket science and a lot of it is really simple. And quite frankly, i was just listening to your predecessor’s, larry blue, larry bloom, the divorce, our things that he says about divorce and dating are not all that dissimilar from the kinds of things that people should be doing in the job search. For instance, i happen to have been on amtrak two or three times in the last month for business, and i was just kind of observing and taking in the way people who work on the train work and it’s very much interface. Customer service, a little bit of operations, they have to really know how to handle themselves in the public. It reminded me a lot of my days in retailing. It certainly has the field to a certain extent of banking, perhaps a little bit hospitality. You have to be knowledgeable, you can’t just stand on the train and clip tickets. And so i got into conversation with one of the conductors, and i said, this seems like a fun job and he said, it’s, a great job is, you know, a really good benefits. And i said, well, do you think they hired people over sixty? And he said, oh, i know they do. They just hired my friend’s father and i said, well, what’s the range of pay and he said, well, i get eighteen dollars an hour and i thought, wow, last winter i would’ve liked to make eighteen dollars an hour. Um, he said, you travel all over the place so i mentioned this to a couple of my individual clients and i said, you know, call me crazy, but at least you get to show up someplace. It may not be the job of your dreams. That may not be the income you desire, but at least you’re out and about. And by the way, you could apply an amtrak and maybe some great recruiter says, you know, we have a more senior level job that i think you are more appropriate for, but nobody counts for that, you know? Their response is no, i can’t i won’t i don’t that’s, not from a on not that desperate, so that’s one piece of it, the second piece of it is suppose you go to amtrak and you’re working on the rails and you made a passenger and you get to talking, which is what i d’oh i always say i could work a train, a plane or a bus the way we’ve talked about that, you’re out there to engage and you cannot imagine the people that i mean in the business that i get is a result of me saying hi, where you going today? What? What brings you here, paul? We have just way have just a minute before i can i can i hold your coffee while they put your coat off? I think everybody is so tired of having relationships with machinery. And it’s showing everywhere. Ok, we’re going. We’re going to talk a little more about that. After this break, we have to take a break. I do want to pursue your you’re sort of monster mash, your, your anti monster monster dot com mash. And then, of course, we want to bring lee ann are in very quickly. This is tony martignetti non-profit radio stay with us, talking alternative radio, twenty four hours a day. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics politically expressed. I am montgomery taylor, and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career hyre trying to take your business to the next level, and it keeps hitting a wall. This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Sametz i really need to take better care of myself. If only i had someone to help me with my lifestyle. I feel like giving up. Is this you mind over matter, health and fitness can help. If you’re expecting an epiphany, chances are it’s not happening. Mind over matter, health and fitness can help you get back on track or start a new life in fitness. Join Joshua margolis, fitness expert at 2 one two eight sixty five nine to nine xero. Or visit w w w died mind over matter. N y c dot com you’re listening to the talking alternative network. Zoho welcome back to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent we’re talking about savvy strategies for your search, and paula marks recommends are that the monster dot com and similar machine oriented boards are not so valuable. Paula, why don’t you say a little bit more about that? And then we’ll bring lawyer leonora into the conversation. First of all, my disclaimers on one woman’s opinion but what i hear from clients and candidates alike is that it’s just overwhelming volume. You really don’t see quality on either side. Candidates don’t see quality from companies and companies don’t equality and candidates and it’s why believe it or not, i believe in the search process and it’s why i don’t do contingency work. Um, we’re human and we need to take the human element into consideration when we are making a hyre because somebody’s qualified, but they can’t get along with anybody that’s not going to be good high. And what are these boards doing? Order that’s automated that you’re finding another help buy-in screening out tool? I think they don’t operate by inclusivity, but they operate by exclusivity and how do they do that? Are they screening for key words or our company’s in your background or what i think they do key words. I think that it’s a great way, whether anybody admits it or not, to discriminate based on age. Um, i think you put in a couple of filters like let’s save insurance companies. Hyre and you have to have insurance or a retail companies saying you must have retail with so many of the jobs that all of us have and or have had really conf function in any environment and it’s much more about the person and their ability to function in a broad range of businesses with a broad range of people. I have no doubt that i could work in any environment. I can tell you that i would not be good in a highly woobox environment of a gigantic bang. Let’s, bring let’s, bring leon or in leonardo, have you used these? The monster or anything comparable? You have been using them all. And what of the other would you get the daily updates every day from the different job sites and they can be overwhelming there’s. A lot of them out there. A lot of them are duplications. Even when you do send in an application, you know you’re hanging. You don’t know what’s going on and it’s hard to follow-up. I’m very good about following up and trying teo circle back with somebody. Did you lease get my information? Did you? You know, would you like me to continue? You know, we could get together. We could talk about it and it’s hard to get that person. That one on one contact you just talking to a computer you’re talking to, you know? Do you know who has reviewed your resume to the sites? Tell you that some of the sights that i do you for them there’s, a contact person. And most of the time there is no buddy it’s. Just you know, this generic number that you just apply to or brings you right into the the company’s website. So i will try to call hr. But then they give you the runaround sometimes. So it’s very hard to do that follow-up phone calls to make sure they get it. They need more information, jack. Now, i think the irony of these systems, whether it be in recruiting or customer service, the very thing that put people out of work is the very thing that is preventing people from working. If you put a robot in place to screen phone calls to give you insurance information, if you put people on hold for ten minutes because their call is really important to them and your quality assurance is really important and there’s no human doing the job, and so you eliminate human beings from the equation. And then you wonder why there’s so much unemployment, it’s just a really a circle of just a negative downward spiral and nobody’s paying attention in my way of thinking and nobody’s aware of the tremendous impact i frankly, when i get on the phone calling an insurance company or bank, which i have to do all the time because, frankly, despite the seas that i pay, i have to do the work. If i meet the robot, i hang up and i get a robotic ally hang up. You don’t give me people. I don’t know these sites had there had their place, i guess when they when they started, they were they were quite valuable, and maybe just because they were knew. But now i do you think they’re just a victim of their size and they’ve been on and they’ve had to become automated because i think there’s a couple of things number one, i think they’ll always have their place. I think they’ll always be a percentage of employees, perhaps more entry level or perhaps that have less skill or have a very specific skill. And i think that employers think it’s cheaper the fact that it could take six months to find somebody, they they don’t see it as an expense because there’s no outlay of cash, i think it’s the new modern media so people think, oh, yeah, all the kids tweeting and this and that the other, but they’re still not getting success, and i you may know, i walked to and from work, and i listen to the conversations of people of all ages, and i hear this same thing i do a walking woman survey, let me let me bring leonora back and lean or what? What other sites have you used besides monster? I’m just wondering, what are the other ones that you’re you’re familiar with? Idealist is one is something, so i can’t think i have something with an aged is there i’ve been using linked in mohr. I’ve been doing a lot of webinars, and they’re saying that recruiters and even cos they’re using that a lot more. And i’ve been definitely more active in trying to connect different people and going to events and just overall, using that as a maybe, you know, the key. Okay, i have to admit that over the past a few weeks, people have been reaching out to may and saying, oh, by the way, we have this position open. If it doesn’t fit for you, do you know somebody else, which i found very interesting? And i have not been getting that from the other sites that have been using. So you’re finding that very interactive is that from lengthen your getting those those queers and i discovered on the facebook yet i’m starting to get my feel around their off from a business perspective, but definitely linked in has been a little bit more a two way street. I’ll call that. Okay, so it’s a compensate for the job sites, the bigger job sites you’re you’re spending more time on lincoln, but i noticed, but you’re still are using the big job sites, even though they’re not so valuable to you because you never know when the next opportunity comes by. You just never know, right? Paul, you should be a quality. You should be everywhere, right? That’s exactly what fuller and i have had discussions about is i want to be able to get myself out there and floral the opportunities that they’re there, as she said earlier, it may not be the thing that i want right now, but it may be that stepping stone to get me to where i want to get and leonora unlinked in how do you find that? The people who are who are contacting you, they’re making the first contact. So they just they saw your profile on lincoln? Yeah, what i’ve been doing has been going through the did you? Join the different groups and based on the different groups, people thinking, reaching out to me and said, oh, by the way, we saw your profile. Would you be interested in something like this? If you know somebody and i was like, i’ve got like, two or three of them, and i’m like, wow, schnoll that’s it kind of interesting. Okay, excellent. Leonora, you created that. You were open to it. You can imagine the people sitting home behind me. I don’t think yeah, those self defeating attitudes, right? Yeah, well, that’s that’s the whole point of people out there didn’t even go on lincoln, and you see what they’re not doing it. It’s. Interesting. Once you start learning and understanding the dynamics of what linked is linked and is you get to see well, people are not really maximizing it to what they should, and i’m willing to. And i’m really open to different ideas in different ways of finding that next step. Unfortunately, those some of those some of those bad attitudes come from the more the more deep troubles that you mentioned before paula. Like fear and and even depression. But you have to somehow do something. To break the side, you know, and i’m not i’m not pushing here, but this is where a coach can come in, and i could tell you that the people that i work with are they’re just clueless in some cases as to how they need to peel some things back some layers back to expose some issues so they can get through them and get on the other side of it. And it doesn’t mean working with somebody for one hundred hours. It’s sometimes one or two conversations make all the difference, and i think leonora that’s, why you’ve been successful because you truly were open toe listening. I find that so many people are so frustrated that they’re much more into the argument and the debate. Well, if you want to stay right and it’s working terrific. If it’s not working, then you need to listen. You know, it’s like me going to the doctor and him saying, take two aspirin and call me in the morning and me going home and going now i’m not gonna do anything about it. Well, then i have to be prepared to stay stuck. Leonora, how about let’s move off line? And goto riel face-to-face networking, how much of that are you doing and has much changed in the past month or so? What’s interesting is because of plankton, and they have these different social events. I’ve been going to a few of them. I mean, i’m going to be doing a lot more going forward, but i’ve just started getting involved, like like three or four of them, so they have live meetups, yeah, and based on the different from different functions, some of them are a couple hours and some of them are events where people do talk and have speeches and you get to socialize cocktail hours. Uh, and i find that to be helpful because at least then i’m just sitting and i’m talking to different people from different avenues that are coming by. And just last week, i met up with somebody that i met there, and we had a deeper conversation in regards to what i was interested in and and what she was interested in his well, it’s, more of a two way street. So you know anyone who could help each other out? That’s great, and you never know what that’s going to. Leave, of course, s o those meet ups come from the linked in groups. Is that right? Yeah, right. And they have different event. Could you just tell us some more networking? Well, what are some of the groups that you’ve joined? Are they are they non-profit groups or their job seekers groups? There are a lot of them i’ve done in the Job seekers 1 recruiting 1 because the police doing to fold hitting the recruiters that are getting the jobs from companies as well as other people who want to meet up with the recruiters. So it’s, a little bit of both. I’ve been doing a little bit of both. Okay on doll emanating from linked in this is over. Okay, so linked in is like to live meet ups and and those sound like they’re they’re getting promising because you plan to do more of them. Yes, i am. Okay, paula, anything you want to you want to add about thea the value of the face-to-face? Yes. I have a personal story to share. If i may, people know me and know that i believe in networking. I believe it been around it’s older than man and i think it’s effective, and i met with my primary care physician a couple of weeks before the holidays. I had to have a pre i had minor surgery and had to have a pre op physical, and i’m sitting across from him and he’s adding the data to the form and says, pull, i think we need a business meeting, and i think i must be dreaming and i said, okay, what would you like to meet about he’s? Just, you know, you’re always talking networking, i say yes, yes, that’s on that client and he said, you know, i need some marketing expertise, and he kind of laid out what he needed it for. And he said, you were my smartest patients, which i laughed that i know you must have a very small practice, and i said, you know, i can absolutely help you with that and he said, i’ve had a couple of marketing people and they get paid a lot of money for a whole year’s worth of work, and i really don’t see results, you know? I see how you are. What is this project you would do for me? And i said, absolutely i am very fortunate because of my career path, and certainly when i came into the business world in the late sixties, i went through a training program in retailing that was like getting your mba and i’m a generalist, and i’m a specialist, and i’m lucky to have that combination and i think that’s true for leonora, i think she’s been a generalist and a specialist and that’s why she can go into a for-profit or not for-profit environment and she could go into finance and or marketing for cosmetics or a service provider because she does have such breadth of experience. In any event, i wrote this doctor a proposal, and i realized, you know, i have so much more experience than i even think about it write a proposal about doing a marketing strategy using the proprietary database that i already own that forty years old and has millions of contacts and all kinds of sorts of information. Wait, we have just we have just a couple minutes, so i’m going i’m going toe ask you, teo, just stop the story, but i think the point of it is the right the value of just talking to people including your primary care physician and the people on amtrak and leonora meeting people in live meet ups, i mean, just getting out there as much as possible in exposing yourself, right, thanks. I’m not overlooking any possibility, right, including the online, which leonora is not finding all that valuable. But as you both have said, you just never know, and that seems to be sort of a recurring theme i guess that we’re hearing that i’m hearing in the different segments a cz we go month to month, you just don’t know. So you have to sort of you really do need to be everywhere. And this is a full time job for you, isn’t it? Leonora? Oh, it’s more than a full time job and i kind of feel like i’ve been like, you know, ten hours a day on just out there trying to connect in trying to find the right fit, okay? And are you are you focusing it all on a particular type of non-profit that you would like to be in that’s where i’m just trying to narrow it down, there’s a couple of different ones that i am interested in, i just haven’t found the right one because i do know what i need to dio is do that volunteering, and i don’t want to scatter myself all over the place. I want to find the right one that fits for me, so i’m still finding my way now. And where are you in the volunteering? You haven’t started that yet? I started a little bit at a dog shelter that i was interested in, but i’m not sure if i’m really liking this particular shelter, so also trying to branch out into i do love music, and there was something happening at the juilliard that i’m trying to get myself into. But, you know, we’ll see where it’s okay? And i would say the volunteering is is probably an excellent strategy for showing your interest in making that transition from financial services and two non-profit because you’re you’re devoting time. Um, paula, we have just thirty seconds, really just thirty seconds. Anything you wantto close with, keep on keeping on and keep the faith. Don’t get depressed. You can ladies thing. I’ll talk you out of it. Excellent, ladies, thank you very much. This is savvy strategies for your search we’ve been joined by leonora scala are non-profit job seeker and paula marks, search consultant and president of hyre resource is, and they’ll be back with us again in about four weeks. Roughly, ladies, thank you very much. You’re listening to the talking alternative network. Dahna this is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing or mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing efforts. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile market. Their motto is way. Do whatever it takes to make our clients happy contact them today. Admission one one media dot com. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to tony martignetti non-profit radio very shortly. I’ll be joined by scott koegler and we’ll be talking about winter active websites. What you need to know. Excuse me about interactive websites for your non-profit right now. Thirty two minutes after the hour. It’s time for tony’s take two. And this week i wantto tell you that itunes for the show is coming very, very shortly. Should be just a couple of a week or so. Maybe two weeks at the most. Been working on this for a few months, but it takes time to work through the itunes process and also work on our own internal process. Me and the people who helped me with the show to get the audio processed correctly and then uploaded toe itunes with the artwork and the the search engine tags and the description of the show and all that’s that’s required before you can have ah, credible presence on itunes. You could take a little peek if you like. At non-profit radio dot net that’s ah, my earl non-profit radio dot net. You’ll see a couple of episode’s up there now about six. They’re older ones, but, um it’s it’s ah. It’s a presence, and of course, once we get the process going that i just talked about, every new show will be added, then you’ll be able, tio, listen from there, but more importantly, you can subscribe, which means you get automated downloads and then you listen at your leisure anywhere on an ipad or on your computer on the net book or on your phone, anything that can listen to on mp three and it’s all automated for you, and also take a look at my blog’s, which is at m p g a d v dot com i have a post went up today called self beware of self serving objective reports. I got something recently from a company called wealth engine and you know, and you’ll see the details in the block, but essentially they, you know, they described their report as something that’s objective, but really, what they’re trying to do is get you to beam or engaged in prospect research, which will then lead you to be more likely to engage wealth engine for their prospect screening services. So i just think, you know, you always want to be careful of just looked with scrutiny. I guess at this so called objective reports and again there’s ah, maura, about that and today’s post on my blogged mpg a d v dot com scott kottler is with us. Scott, how you doing? I’m doing great. Hell, you. I’m doing terrific. Thank you. Glad to have you back. Scott is the editor of non-profit technology news he’s, the show’s tech contributor. And we’re going to talk about what i call winter active websites. What you need to know about about and to attain true interactivity for your website. So that your non-profit website winds scott what do we mean? What won’t you tell me what i mean when i say interactive active interactivity. It’s a good point, tony. A lot of traditional websites have always been pretty much like a newspaper. You look at it, you can read it to get information from it, but they didn’t traditionally always have ways for you to feed back now, over the last few years, with what’s been called web two point. Oh, that’s. Pretty much old hat by now, because almost everything is interactive. I mean, even, you know, talk about newspapers. Most newspapers now have an online presence. And you can then talk back to the newspapers. So, let’s, uh, before you go further let’s, let’s be able to message back to the website it’s, able to forward on information to your friends and other things like that that’s kind of the basics. Now, is that the essence of web two point? Oh, we have to be careful about george in jail. I don’t want to. I don’t want to slam you into jargon. Jail. What? What? What? What? Generally does web two point oh mean, well, that that’s a good point, web two point. Oh, generally means interactive website. Okay. And that was kind of a jumping off point and there’s, you know, there’s a course. Now we have three point. Oh, but we’ll leave that for another discussion. Okay, three point. Oh, maybe. All right, well, now you teased us what’s the basis what’s the basics of three point. Oh, three point oh, is intelligence behind the scenes it’s where information is pulled together and given meaning by something called semantics. You know, the language of language um, again and it’s a big topic. But it is out there and something that there’s. Okay, well, we’ll hit web three pointers sometime later this year on the show. We’re in two point. Oh, now we’re talking about interactivity for small and midsize non-profit websites, so drilling dahna labbate what? What does that start to mean? What does it look like for the small and midsize non-profit? Well, let’s, start with the fact that if there is a non-profit out there that does not currently have a website, you know they need to be first moving in that direction and getting website for those that do have websites they made very well be of the older style words it’s essentially a brochure, information about what they’re doing, and it may not be updated frequently. So the first step is to get to a point where the information’s current that it’s updated that it’s easily available, and then you add the interactivity to it and that’s kind of what i was talking about in terms of the reader, the visitor to the website, being able to take action, one of the most popular actions is the ability to have a button on there that says, hey, i like this particular article or like this idea and i want to share with my friends and that’s the the ones that you see most often are the facebook like buttons. The facebook share this button and the twitter tweet this but yeah, but even i see on websites, i think it’s usually green, but it’s a little symbol on it, says share, and it may have those links that that you’re describing in it, but you open up that window and there are dozens of different methods of sharing that particular page, right? There are all kinds of those things you called widgets and those there lots of those available and the ones that have the twenty different or thirty different conectiv ity functions in a box our kind of a way to cover all bases. The truth is that the most the majority of us participants are going to be there twittering or facebooking. Okay, okay, and so we’re moving away from, and maybe we should already have abandoned the static webb website that has, ah, home page that hardly ever changes or maybe never changes. We’re away from that exactly. The current wave, if you will, is to have something that combines but the essence of the block, which is a constantly changing a set of information, along with more information, all kinds of topics, so typically on the center section that has a set of articles in it and along the top of the sides of the bottom, you’ll have more static information or menus that will get you too, about us or contact sore our events or donate now, which is something we probably talk about. Yeah, we will get to the donate now button. Um but so if the if the website is really moving to the block, then ah, blog’s should be updated at least once a week, if not a little more frequently, right? Absolutely. The old adage is content is king and that always true nobody’s going to revisit the website if they believe that they already know everything that’s there. So you need to constantly refreshing provide new information for people onda reason for people to come back and and what about getting subscriptions to the block? I see that a lot and i know it’s on mine also, you know, subscribed to this block yes subscriptions khun b in coming a different bunch of different ways, one of them is the rs has, which is the really simple syndication, thank you, and that that shows up in in a somebody’s are ss display or ghoul reader or somewhere yahoo leader or something like that, and the other subscription, if it is typically than the email. So both of those are valid and that’s one way to keep updated and in a way of getting people to sort of follow your your block, i mean that’s, that’s equivalent to the like button on a facebook page. Sort of yeah, sort of it is it’s uh, it’s the in bound to the reader. So as a publisher of the website year than publishing an article that automatically gets sent to that leader it’s it’s, not similar to a like button in that it doesn’t go to the readers friends, which is really the essence like but, yes, someone just sent me today video that i didn’t have a chance to watch yet, but it’s a cnn report that was critical. I watched it, i read the read the caption i read enough to know that it’s ah was a cnn report that was critical of facebook in in what it shares when you click the like button on a on a on a page now that, again is ah whole other discussion that yeah, facebook is has been chided quite a bit for the fact that you know their business, they’re not just doing this because they like you. No, they are every time you taken action on facebook with click alike, or you make a post or you connect with the friend, will you look at an advertisement? They collected information? They use it in order to sell advertising on their site? Face it, they have to make money somewhere, and they’re making it by selling your profiles to advertisers so that those advertisers target you for the things that you’ve already said that you like at the next-gen charity conference a couple of months ago, i interviewed andrew noise and o y e s, and he is the communications director for facebook he’s in a facebook employee based in washington, d c so essentially he does the company’s lobbying on dh i think the company’s response to what we’re talking about would be in-kind there are very detailed privacy settings in facebook, and they find that a lot of users don’t. Avail themselves of all the all the detailed privacy protections that are that every member has and you just hit the nail on the head don’t either their detailed there are about twenty pages worth of settings that you need to go through in order to enable those and my complaint with that is that nobody does it. Yeah, it’s just too it’s, too complex. Nobody first of all even knows that they’re there. And secondly, if they go to that page and they see that they need teo make some decisions, they probably don’t quite understand all the decisions it’s so daunting don’t have that it’s useless. Okay? You think it’s that bad? All right? And you mentioned it being a business it’s even more of a business now, just within the past, what, ten days or so goldman sachs invested? What a billion dollars or half a billion dollars in facebook, eso that much more of this definitely business friends, that doesn’t mean that you can’t use it properly, but it’s it is. You have to realize that that it’s taking the information that you put there and it’s using it to its own advantage. Let’s talk a little more about the interactivity. And we do have a couple minutes before a break to talk about that donate. Now, button, what was your advice around that? Well, i think that don’t donate now button is great. I mean, it allows people to very quickly and easily just make a decision to donate money to a cause. Be quick about new enter either your paypal account or your your credit card account. It’s secure, easy, it’s quick, a good way to make decisions on to collect abila nations and non-profits consent that up without having tohave. Ah ah hold back end processing by using paypal that you just mentioned, right? Exactly falik probably the easiest, most widely known of that. And if it is really it’s dead simple. I mean, if you know how to set up a web page, which, well, it doesn’t take a whole lot of experience. Then you can probably put together donate now, but and there is an implication to the donate now button that i know a fair amount about for non-profits and that is that in a lot of states, roughly twenty two, that donate now button is considered a charitable solicitation. In the state so in those twenty two states, so you just want to be aware of that? Because that has implications for your having teo register with state authorities everywhere that the that the donate now button is considered a solicitation. So for instance, if you’re a pennsylvania charity and you have that donate now button on your website, you are deemed to be soliciting in a bunch of other states once that don’t hate now button goes live a zay said that has implications for for some legal compliance issues for non-profits filing information you need exactly yeah, usually with the state attorney general or the secretary of state, andi, i wrote a book on the subject for charities that wanted do the registrations themselves, and i will get myself a plug there’s information about that on my blogging mpg geever dot com what about you started to talk about the free and easy resource is in terms of papal? How about other, um, why don’t you just tease us with a couple of naming a couple of free resource is we just have a minute before the break and then we’ll flush them out after the break. Sure, i talked about newsletters, and i think one of our previous conversation and i set up websites to handle newsletters, and i said, i use a open source free resource to set up the website it’s called june latto j o m l a and it’s. A great way to set up a website is highly capable, doesn’t mean that it’s, that it’s absolutely dead simple, but it doesn’t require a person to be a programmer, which i’m not okay. That’s. Good. All right, well, we’ll talk a little more detail about juma and what it offers, and maybe some other free resource is after this break. This is tony martignetti non-profit radio, and i’m with scott koegler stay with us talking alternative radio, twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. I really need to take better care of myself. If only i had someone to help me with my lifestyle. I feel like giving up. Is this you mind over matter, health and fitness can help. If you’re expecting an epiphany, chances are it’s not happening. Mind over matter, health and fitness could help you get back on track or start a new life and fitness. Join joshua margolis, fitness expert two one two eight sixty five nine to nine xero. Or visit w w w died mind over matter. N y c dot com do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing effort. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is. We do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com. Talking. Dahna hey, welcome back to tony martignetti non-profit radio with scott koegler shows tech contributor and we’re talking about winter active websites, and scott left us with an idea ah, platform that is free resource for building a website. Jundullah joo m l a scott. You want to share a little more about julia? You’re definitely juma is one of the class of content management systems otherwise called cms that is open source, that means, you know, they’re the program’s air created by enthusiastic people on there, they’re provided for free. So jim was by far not the only one there’s probably thirty of these things around, but it’s the one that seems to fit the way that i unable to build websites that provide easy interactivity, quick ability to update just a plethora of features. They have twenty in things like with things we’re talking about the hey pal plugin button donate now the share this button and little panel of thirty different icons and all kinds of other things even going as far as newsletter creators and templates, they’re all free, so it’s a great place to start. I always recommend that for customers that i’m that i’m setting. Up a website is that at jundullah dot com dot com okay, and you said there are a number of other ones that then this open source, how does that? I’ve always wondered, how does that work? How does it how is it successful that just people all over the world are contributing to something it’s an amazing thing? People typically have full time jobs that may be related to programming or or some kind of function, and they are enthusiastic about helping to develop a new program a platform and they do. And so juma has a worldwide it’s got enthusiasts literally every probably in every country, certainly in a lot of europe and the far east and the the application just came out with a new update. One point six, even though it’s one point six has been out for about five years, but it’s it’s just tremendously powerful and something that could easily ten years ago, you would have paid one hundred thousand dollars for oh really, you think? Is that robust it’s? Unbelievable! Absolutely. Are there other resource is that you can think of that are similar or that atleast in the free category that there would be valuable. Yeah, there are. I don’t have my off top my head because i think we spent so much of my time with humans, but they’re certainly our if you go, if you do a search for open source cms content management systems, you’ll come up with a list that is stunning, confusing. Okay, open source cms how about wordpress? That’s? A very popular one for blogging, isn’t it? Absolutely, and that you’re right started out as a blogging platform almost exclusively, it has grown by people providing also plug ins and modifications allot of which you’re free and is, uh, turns it into more of a website development system. It certainly is a cz, you know, probably i don’t know i can’t really speak to you directly, but i know a lot of my a lot of my friends use use that as the website platform as well. Yeah, i know it’s a very popular one, and i think there are hundreds of different formats they’re called themes that that you can use. I know mine is a wordpress blogged based on the thesis for matt, i think this’s theme, i think yeah, yeah, there are on similarly, for juma, there are thousands of things, some of which are free and some of which are paid and that’s how these people make their money, they will provide some number of free resource is and then if you want something a little bit extra or more complex, then they’ll charge for those, but we’re not talking about a lot of money. One of the most expensive themes that i use is forty dollars and forty dollars for how long? Forever essentially you sign up, you say i want to steam, you pay powerthru forty dollars and you get the code and lives on your sight forever. Excellent. Okay, scott and i just learned from our producer sam that the talking alternative website is a is a wordpress based site, so there’s i mean, and that has a player and so there’s enormous flexibility and all free unless maybe you buy some of this special add ons, but those air chief you’re saying they generally achieved. There are some that are more expensive if if anyone wants to see the juma example it’s, my website, my your company newsletter dot com is built on junior, and you’ll see it’s. Got, uh, sound players? It’s got video players. It’s got all kinds of different things. Kind of very capable, but they all are very capable. It’s a matter of which one you get used to. Okay, excellent free resource ideas, scott. Thank you very much. Thank you. That’s. All interactive web sites, good ideas. Go to the sites. Do that search that scott recommended. Thanks, scott, for being on the show, my pleasure will have again in three, four weeks or so. Next week we’re going to talk about branded best bets for branding and promoting your non-profit principal of the red rooster group, howard levy will be with me and he’s going to reveal how to identify, propagate and exploit. Yes, exploit is not a negative your organization’s brand how to figure out what that brand is and use it to maximum advantage that’s that’ll be my guest, howard levy. Next week you can keep up with what’s coming up always on tony martignetti non-profit radio. By signing up for our insider email alerts on our facebook page. Make sure your privacy settings air right before you click like, but go ahead and click like don’t let that dissuade. You thank you for those who have, i think, it’s, about one hundred fifteen, roughly people. Thank you, add your like vote if you are not among them, and become a fan of tony martignetti non-profit radio it’s, facebook, dot com and then the show name also want to thank my guests. Leonora scala are non-profit job seeker, and paula marks, our search consultant in the first segment of the show. Creative producer of tony martignetti non-profit radio is claire meyerhoff line producer and the owner of talking alternative broadcasting is san liebowitz, and our social media is expertly done by regina walton of organic social media. This is tony martignetti non-profit radio, always big non-profit ideas for the other ninety five percent. Join us next friday, one p, m eastern here on talking alternative broadcasting at talking alternative dot com. I didn’t think that shooting. Good ending. You’re listening to the talking, alternate network, waiting to get you thinking. Nothing. Cubine are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you. Are you feeling overwhelmed and the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com you’re listening to talking on their network at www dot talking alternative dot com now broadcasting twenty four hours a day. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. I really need to take better care of myself if only i had someone to help me with my lifestyle. I feel like giving up oppcoll is this you mind over matter, health and fitness can help. If you’re expecting an epiphany, chances are it’s not happening. Mind over matter, health and fitness could help you get back on track or start a new life and fitness. Join Joshua margolis, fitness expert at 2 one two, eight sixty five nine to nine xero, or visit w w w died. Mind over matter. Y si dot com. Duitz buy-in talking.

Nonprofit Radio for January 21, 2011: Sexism and Planned Giving Punch-Up

Big Nonprofit Ideas for the Other 95%

Compliance. Board relations. Fundraising. Technology. Volunteer management. Accounting. Finance. Marketing. Social media. Investments.

Every nonprofit faces these issues and big nonprofits have experts in each. Small and mid-size nonprofits have Tony Martignetti Nonprofit Radio. Trusted experts throughout the country join Tony to take on the tough issues facing your organization.

Episode 23 of Tony Martignetti Nonprofit Radio for January 21, 2011

Tony’s Guests:

Karen Bradunas, SPHR, is a human resources consultant working with start-up organizations to protect and grow their businesses. With over 20 years experience in human resources, Karen has best practice knowledge of how to attract, retain and motivate staff.

Topic: Save Your Office From a Sexism Scene: Policies you need in place to protect your nonprofit in case of a sexism or sexual harassment situation

Claire Meyerhoff is Editorial Director at The Planned Giving Company. She is in charge of all content for PGC’s newest product, the PG NewZine, an innovative magazine-style marketing piece targeted at loyal donors.

Topic: Punch-Up Your Planned Giving Newsletter: from savvy story style to picking perfect pictures, tips to get your newsletter read by donors and prospects

Here is the link to the podcast: 025: Sexism Protection and PG Newsletters

When and where: Talking Alternative Radio, Friday, 1-2pm Eastern.

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

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Hyre welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent, i’m your aptly named host. Tony martignetti what a coincidence that i found this show, i hope you recall last week it was ethics our with professor doug white dogs, the author of the non-profit challenge, and we talked about ethics and the role of non-profits in our culture this week, save your office from a sexism seen policies you need in place to protect your non-profit hr consultant karen bradunas comes back to the show and explains what you need now to protect later your organization, you’re bored and you employees in case of a sexism or sexual harassment situation and punch up your planned giving newsletter from savvy story style to picking perfect pictures. Claire meyerhoff comes back to the show she’s, the editorial director of the plant e-giving company, and she shares her secrets to getyour planned giving newsletters read by donors and prospects this week on tony’s take two at thirty two minutes after the hour. I’ll talk about my tv and other radio appearances in florida this week and give you a little glimpse of what is coming up. That’s all this week, this show, tony martignetti non-profit radio we now take a two minute break. You, khun, stand by for that. Stay with me. They didn’t think the tooting getting ding, ding, ding, ding, you’re listening to the talking alternate network duitz get in. Nothing. You could. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to tony martignetti non-profit radio i’m joined now by karen bradunas, and we’re going to be talking about saving your office from a sexism scene. The policies you need in place to protect your non-profit and your employees. Karen is a human resources consultant working with startup organizations to protect and grow their business. Her consulting business is karen m bradunas human resource is consulting. She has over twenty years experience in human resource is before consulting, she held officer position’s at gulf insurance and bankers trust with which is now deutsche bank. And she holds the designation nufer senior professional in human resource is s p h r or sierra papa hotel romeo. If you’re in the military sierra papa hotel romeo, that is a senior professional human resources, and i’m very glad that her expertise brings her back to the show. Welcome back, karen. Good to be here. Thanks very much. Glad to have you. I have a big interest in sexism lately and sex harassment issues because of a block post that i did originally in november and then just a few weeks ago, sort of confirming what i asked in november does workplace sexism exist and i got resounding yes comments, mostly from women. So i was a little embarrassed that i even bothered to ask the question initially, what are the risks? Too small and midsize non-profits around sexism and sexual harassment, the risk is huge, there’s different kinds of harassment. There is targeted harassment, which is where it is. An individual or a group of individuals has a specific person that they’re not treating equally. Tough guy targeted. If someone sues your organization for targeted harassment, it can shut down your business. And how is that? Well, there’s damage is that that you will end up paying if they can prove it and they’re good, they go through lawsuit. I don’t know the limits, but it’s significant, this is under federal law is where the lawsuit would come from or state law. Well, both both. But harassment has looked at pretty stringently. It’s a part of title seven, which is, you know, ingrained in our culture in title seven. Just tell listeners what that is. We have jargon, jail, remember so okay. Title seven. It was started for race discrimination, but all kinds of discrimination is included in title seven and most recently, gina, which is genetic information. So all of this harassment really stems from title seven, which has been around a while, okay. And gina, what is jenna? Stand for genetic information. Think it’s notification act which president bush signed, signed in enacted and now something’s air taking place where you can’t discriminate, especially for insurance companies based on genetic information. Okay, so if you have a predisposition for certain illness, you can’t be discriminated against, etcetera. So this is title seven of what? The employment law. Internal revenue code. The internal revenue code. Okay. All right. So the sewol but let’s, take it a step further is just makes good business sense. If if you have a mission that’s important. Can you really say that on ly? A certain sector of the population can help you with your mission. It doesn’t make sense to exclude any kind of person based on race, genetic information, sexual orientation, any of that or including sex or gender. Exactly. And so if there are risks, who where does the risk lies it with board members? Is it with the corporation? The non-profit? Where is the risk it’s been broadened? Buy-in especially the serbians. Actually, it rests with even the management level if i’m a manager at an organization and ice and employee comes to me and says so, and so when it could be a vendor, could be this just isn’t employees harassment can involve vendors consultant’s also, and they come to a manager and reported that manager is obligated to either go to someone who can investigate it or investigated themselves if they’re trained to do so. All right, now you mentioned sarbanes actually does. Does that apply to non-profits, though? Or we strictly talking about title seven for non-profit i think there are some aspects of sarbanes oxley that applied all businesses. Okay, including, you think the discrimination? Yeah, i don’t know if it goes as deepest discrimination testing, but there is the idea of accountability and and the underlying responsibility and needing toe audit. And the idea of harassment in the workplace is considered a significant piece of auditing. Okay, and at the very least, title seven still applies. So so your point is the manager has a potential liability. Absolutely. Who else within the organization, including maybe the organization itself, the organization it’s, our board members boardmember sze management. Hr clearly, and you typically can’t even get employment practices liability insurance, which organizations should have unless you have a policy manual with how to report it listed in detail. Okay, we’re going to get into what those things are that we should have in place. And you just mentioned to insurance and employment practices manual ah, so in terms of these these liabilities, can they be individual? So in other words, what i mean is, can an administrator or a boardmember be liable as an individual? I have, and i don’t know the court precedent on this that have to do for an attorney, but i my understanding, is as hr. I can have personal liability. I’ve had two in the past. Fire a client because of some issues around this has put my business in jeopardy. Okay, well, i would think that if if the hr administrator manager has individual liability than most likely other other managers in the company and again, you know, i keep hitting the board members, but we often forget about boardmember. But they are absolutely fiduciaries to the to the organization, and they have a legal duty to make sure that office is in the organization generally is operating legally within title seven and possibly star beings. Actually, okay, we’re going to take a break. And then after that break, we will continue with karen. And we’ll start to talk about some of the details of what your organization needs. Tto have in place, and we’ll also talk about what the role of human resource is. Office is. After this break, stay with me. Talking alternative radio twenty four hours a day. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics politically expressed. I am montgomery taylor, and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. I really need to take better care of myself if only i had someone to help me with my lifestyle. I feel like giving up hyre is this you mind over matter, health and fitness can help. If you’re expecting an epiphany, chances are it’s not happening. Mind over matter, health and fitness could help you get back on track or start a new life and fitness. Join Joshua margolis, fitness expert at 2 one two eight six five nine two nine. Zero or visit w w w died. Mind over matter. Y si dot com. Yeah, you’re listening to the talking alternative network. Duitz durney welcome back. My guest is karen bradunas, and we’re talking about saving your office from sexism scene. Karen. What is the role of human resource is if there is ah ah, complaint. Human resource is is responsible to investigate the complaint. Human resource is may not be the only avenue in depending on the size of the organization. You may not have a formal hr department many dahna right? It doesn’t make sense to have one into your certain size, but that function needs an individual doing that really needs to understand that there is really a huge risk, especially when a complaint comes in if you choose to ignore it not only from the sense of a lawsuit, but just in the sense of productivity, because that really sends a strong message to staff that complaints go unheard. Yeah, that they’re not working in a safe workplace is not a safe environment it’s harmful on when i write policy manuals for organizations, i really stress that you need to have in the policy manual detailed information off what the process is like and to whom the individual should go, too, and i suggest that you have two avenues either their manager or h r if there is no hr that they can go directly to the board or the executive director, but there needs to be two avenues. If i’m uncomfortable going to my manager to discuss this, i need another place to go. Okay, so let’s, get that, then this is the first obligation that a non-profit has tohave unemploy eee practices manual in place. And what else should it should that manual talk about in terms of sexual harassment? Sexism in the workplace? Depending on the organization, you can go into detail of what sexual harassment means actually define in the mind and touching. And you, khun yeah, you can go into e-giving examples others just state what the law is and then say, if you feel you’ve been a victim of harassment, thes air the steps to take. I also encourage organizations to including there that if you don’t notify us of the harassment, there’s, nothing we can do. And i understand that because there are times that something may be going on, that people don’t know the detail of what it is. Yeah, what if what if it’s just rumors? You know, there are a lot of people talking at the water coolers about ah, woman who’s suffering something at the hands of maybe another woman or or a man or a vendor, but or event right you mentioned didn’t mention it before, too. And but suppose there isn’t a formal complaint that just there’s just rumors around. Everybody hears it, but nobody the woman who’s suffering this has not come forward formally. What happens then? I encourage who’s ever doing the hr function. Whoever has a relationship with that that individual it’s a it’s a woman that they approached her one because you want to make sure that you’re sending a message. Hey, we care if something’s going on we want you to be aware that this is being said. You don’t really want it work environment where rumors the running around about people it’s not a safe environment, it’s not safe and it’s not productive. Exactly. And so, just with a little detail, how would someone do that? Suppose it is an executive director that there is no hr there’s no hr manager, right? How would an executive director approach that person about whom the rumors are swirling and she may very well know that the rumors just being talked about but irrespective of that, how does how do you make that approach? And had that meeting i would apart someone by saying, you know, i’d like to meet with you. Go off somewhere. Not in front of everyone behind closed doors and say, look, i’m hearing scuttlebutt about a situation and this is what i’m hearing i want to make you aware of it one to find out if it’s true toe let you know if it is true, this is serious stuff. This is not behavior we approve of here, and i want to get your take on this. Is this really going on? If the individual doesn’t want to share it, i ous an h r professional would wantto sort of see what’s going on in the office, and i might if the scuttlebutt is affecting. A lot of staff members call people and say, why are you saying that? So you’re actually doing the investigation, even if the person says i don’t want to talk about if it’s affecting productivity? Yeah, if it’s going to, you know, give people a bad name, you know, if it’s going to be, you know, a slander, i want to address it and i’m you know, depending on how much the scuttlebutt is if it’s one individual and you talk to the woman in this case who is being named as thie victim sometimes if she’s sharing with one individual that will stop it if he doesn’t want any to go further. But if it’s already spread throughout the office, it’s not a safe environment if it’s if it’s a false claim, then you have an issue with an employee being bad. Muffed you don’t want that either, right? All right. Yeah. That’s. That’s. Very possible to it, you know. Well, we’re talking about rumors on in our hypothetical the woman who’s. Supposedly the victim doesn’t want teo make a formal claim. Maybe there isn’t anything going on. Maybe that’s. Why she doesn’t want to. But your point, then somebody’s being talked about badly a za potential, the perpetrator. Now, what you just mentioned is what if it’s not happening? If it’s not happening in someone is starting this rumor or making a false claim, i recommend to two employers to start to terminate the employee that’s making these false claims. Because, again, it’s a nun safe environment where someone can falsely accuse someone else of doing something. Okay? And you think termination is appropriate? Yeah, yeah. I mean, if you’ve got an office where someone’s being spoken against and you, you start an investigation that individuals going to know it, no matter how, especially a smaller office, no matter how discreet you are. It’s uncomfortable? Do you really want? Do you really want someone who lies to be in your office? You know, i mean that’s the bottom line right now, it’s someone you don’t drop, and if you go through this and you let them stay or don’t discipline them, at least in some fashion, you’re essentially saying it’s, okay and it’s not right, you are, and this is all this all goes back to protecting the organization, so even even if the again and our hypothetical the woman is a victim, even if she doesn’t want to make a claim, you still the executive director. However, has this hr function roll still has an obligation to protect the organization and whether or not they make the claim. If something happens, the organization is going to suffer even if it’s just bad publicity employees who leave because they don’t like the work environment, talk about the organization to other people, so word on the street is going to get out. Anyways, i’m with karen bradunas hr consultant, and we’re talking about protecting your office from a sexism seen potential sexual harassment claims or or or sexism in the office. So karen, besides thea employee manual and if we have time, maybe we’ll come back to some of the details that should be in emmanuelle, but we’ve touched on them somewhat. What else doesn’t organization need to have in place? There’s some insurance that they should have? What kind of insurance is for some organizations, directors in officers at which may or may not apply here, but employment practices, liability insurance they should have, and that is protects an organization from things such as this, and you can talk to a broker about it. They’re specialized brokers in this area that’s that specialized in it and there’s certain, you know, claims it’s very specialized insurance. You cannot typically get it without having an employee manual in place. Yeah, just cassette. You mentioned that earlier because they won’t underwrite it is because without emmanuel, they don’t know what you’re doing. So how do you want to underwrite something where we don’t know what your employment practices are? You can’t even assess the risks that can assess a premium, and so they can do right now would insurance company of that type that has that employment practices, liability insurance typically help the organization constructed non-profit i mean construct the employee manual, or would they have a template, or would you not expect that? I have not seen them have it. There may be some out there that do. You can get boilerplate manuals from some accountants, have them. I don’t know if they’re they’re the most current, and certainly attorneys have them. I work with organizations who want to customize it and the ones you get from attorneys are oftentimes legalese, and often organizations say that doesn’t really feel like our organization, so we’ll customize it because it is part of the orientation process. Emmanuel sort of gets an employee to get a sense of what the organization is like, and in some cases i will write managers manuals based on the employee manual. Well, that’s interesting. So that’s that’s something else that should be in place? Well, it doesn’t have to be in place. And but if you haven’t organization where you want to ensure that there’s consistency for all managers, you’d like a document for them to refer to so that they know they have the policy manual. They know what the policy is, but how do they enforce it? You know, do they have forms they have to use for corrective disciplinary action? Is there a template? We are these forms. How do you do this? You know where things do? Sort of a guidebook for managers i create that it cuts down on training time, and it also ensures some consistency across the organization. Okay, so sort of. Does it also, that manager’s manual includes sort of interpretation. Of the policy and as well as you’re describing the process for carrying out the policies in the employee manual, so it’ll typically say, here’s, the policy, you know, way, expect you to be on time, i’ll give, you know, we expect you to be on time, so it will say in the manager’s manual employees, you know, if an employee’s consistently late, fifteen minutes or more for x number of days, they really should have a verbal warning or a written warning, and it goes through that steps just to make sure that, you know, you don’t have one man, and you’re putting someone on written warning for one, you know, one minute after the hour and another, you know, never yeah, okay, consistency, fairness and of course, that would relate to claims of sexual harassment is, well, exactly and the more consistent in the more you follow your policy manual and and understand when someone is claiming harassment suit, they’re going into court with that manual it’s a legal document. Oh, talk a little about that thie employee manual is the manual that goes to court that talks about how you do what you do with your organization. So if an employee is suing you because you’re not, you’re not treating them the same as everyone else that’s what they’re going to court with, not what you said, although that that is part of it, but what the legal document is. You know when when an employee says, i got fired for poor performance and they say, but here all my performance reviews the all salmon excellent employee there’s, a disconnect so saying between the practice and the manual, the mexican so i mean, i sent an email that i was being harassed by this person, i here’s the manual that says that they will investigate it, and i’ll get back to me. Nobody got back to me, it was never investigated. I also have a friend who complained about the same individual. I mean, it could become then a class action. Okay, so should these manuals. So we’re talking about the employment practices manual and maybe the manager’s manual. Those should be approved by the board, then a lot of boards do look at them, yeah. When i’m working with organizations, i typically work with executive director level and maybe the top manager level and then it’s given to the board for approval. Okay? Because as you said, it could end up as evidence in court. All right, um, all right. So the manuals, the employment practices, liability insurance, um, what about training around these? Is that is that an element of, yeah, you have to get included. You have to do sexual harassment, avoidance, training, not sexual harassment training, like most people say. And that should be done at least annually, and that is for all employees, all employees, and you need them to sign a document that they went. And what are the elements of that training is to talk about what sexual harassment is is to talk about if you are, if you feel you’re a victim of sexual harassment, what to do in the process so that everyone knows and everyone has a heightened awareness of it. Now, some people call it diversity training as well, you know, and they’ll encompass in in diversity training, depending on the organization, how they feel about using the term sexual harassment avoidance, but it does need to happen. I’ve heard some anecdotal stories of organisations that have had their hr person give the training, and typically the person who was making fun during the meaning is the perpetrator. What that shouldn’t even be tolerated. I mean, if we’re in a meeting to talk about sexual arrested avoidance and people are making off color jokes. It’s difficult when it’s executive director, though ditigal director making the jokes? I mean, yeah, you’ve seen that i’ve heard it secondhand, i wasn’t there because if i was there wouldn’t have been what would you do in that? Okay, so if you were the hr consultant, i’m gonna put you on spot. You’re the hr consultant in an organization. You’re doing sexual harassment, training your annual training. And the executive director of the organization is making some kind of off color jokes about women. What would you do in that case? I would first state. Look, this is really serious. And do you understand the implications to this organization? You’re doing this? I’m sorry. In the meeting, right in the meandering in a public. Okay, you’re stopping the meeting. Okay, go ahead. And because if if it’s important teo to really set the tone that hey hr takes this seriously, people need to know they can come to work and be safe, and so i will address it that way. And if that doesn’t, that doesn’t stop all has the person to come out. And if that person i know of is suspected of doing things, i may directly talk to them about it and say you’re you may be an offender of this. This is a big deal, you know? Yeah, that includes we’re talking about the executive director. Anybody, anybody, because the because the risk runs to the organization right now, your job is to protect the organization, the person who has the hr role, their job is to protect the organization, right, not the executive director, right? And that means if you’re not going to talk to me about it, i’m going to have to fire you as a client and notify the chairman of the board. I understand, okay, we have just we have just a minute left, first serious stuff. Dahna what about what about orientation for new employees? Can you say something about that in just a minute or so? The policy manual is in a really important part of orientation, because you’re telling everyone these are the rules we play by as an organization and that’s. Why you want your manual to really reflect who you are and what you’re doing, and to be written in a way that reflects your culture. They need to feel that it’s a it’s, a tool that they can use to go to. I suggest that people, when they give orientations, that they also have time to meet with various departments, we have to leave it there. Karen. Very good advice. Karen m bradunas human resource is consulting is her company. Her name is karen bradunas, and she is in hr consultant, and the subject has been sexism and sexual harassment in the workplace. Karen, thank you very much for coming back to studio. Thank you, it’s ah, thirty minutes after, and we’re going to take about a two minute break, and when we return, it’s tony’s, take two, and then my guest, claire meyerhoff, talking about punching up your plan giving newsletter after this break. You’re listening to the talking alternative network. This is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and in cancer current marketing efforts. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is we do whatever it takes to make our clients happy contact them today. Admission one one media dot com hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com no. Durney durney welcome back to tony martignetti non-profit radio it’s thirty two minutes after the hour, which means it’s time for tony’s take two. I do a lot of speaking in training, and i can speak at your conference or train your office fundraisers on either planned giving or charity registration compliance. This week alone, i was at the association of fund-raising professionals in western massachusetts talking about demystifying planned, demystifying charity registration for them. Then i talked about planned giving on the michael chapman e-giving show, which is a radio show down in south beach, miami, florida, and then i did more planned e-giving talking on ah tv show in naples, florida wall street wrap up this coming week are the in the coming weeks, i’m going to be a women in development at mercer in mercer county, new jersey, that’s on january twenty six he mystifying planned giving for them. And then on february third, i’m keynote dinner speaker at a meeting on staten island in new york, so i’ve been busy and keeping busy, and if you’d like me to talk about joining your meeting or conference, then you can email me from my blogged, which is mpg. A dv dot com and that is tony’s take do for friday, january twenty first. Sam, do we have claire meyerhoff on the phone? We do. Ok, i’m joined now. Bye, claire meyerhoff. We’re going to be talking about punching up your plans. E-giving newsletter from savvy story style to picking perfect pictures. Claire is the editorial director of the plant e-giving company and she’s here to share secrets to get your plan giving newsletters red as i said she’s, editorial director for the plan giving company that company produces magazine style newsletters for major nonprofit organizations. So there’s there’s our ah there’s, our mission big non-profit ideas for the other ninety five percent. She’s also the creative producer for this show. And i’m very glad that her expertise brings her back to the show. Welcome back, claire. Hey, tony. Thanks for having me. It’s. A pleasure. What’s the what’s. The problem with planned giving newsletters. How come a lot of them go on red? Well, there are some problems with plan giving news letters, but there’s some good news that i just heard about planned giving newsletters. And this was an anecdotal bit of information i was recently talking. To a colleague. And he said that he had gone to visit a perspective. Donorsearch had known for a long time, and, uh, donor. Information in there his his own financial information. But he also had the last ten or so letters from his institution. That’s great that he had saved. And he had them all neatly in that folder. And i just heard that about a month ago and that it’s really kind of changed the way that i think about plan giving news letters in a way. And what it makes me think is that we need to give people something that they’re willing to save. Yeah, i think that’s a big win that that story is a home run. If people will save those for when they go to their estate planning attorney to revise their will or prepare their will. And they have a stack of these that’s that’s a home run, i think for the organization because that person has there has the organization in mind when they go to revise or prepare prepare their first will that’s true and so often we like to just, you know, do stories or write little nice things and that’s what we’re so focused on, but at the end of the day, it really is the planned e-giving content that the person that’s the reason that they saved the newsletter so i think that the key is really combining really cool, neat stuff donor xero nasty things, but also keep in mind that you need to provide some of that really content like a little, you know, give annuity rate chart and definitely your request language and those kind of things, okay? And we’re going to get into your tips just though who’s, the who’s, the audience for planned giving newsletters who are we writing for? Well, you have to think about your audience so that’s different whichever organization your four and you have to know your donors it’s just like anything else. So if you’re the plan getting person or the development person or even the executive director or communications director of your organization, you have to be thinking about who was getting this newsletter at my organization. So you know who that person is, who you’re sending it to? You might want to do a targeted plan giving news letter maybe your donors that are a little bit older, you’re adjust your boiled donors, people that e-giving consistently for ten or fifteen years at the plant giving company sam caldwell. Who’s been, you know, with the company, he started the company a long time ago, and he says that it’s, your loyal donors that are your best plan e-giving prospects, not necessarily your high end donors, it’s your people that have been given consistently, even fifty dollars, a year for more than twelve or fifteen years, that it’s those people that are most likely to do plan about those people in that audience that writing i’m always stressing that in seminars that the best plan giving prospects of those who are consistent long term donors and exactly as you said, ignoring the size of those gif ts but if somebody’s been giving for, say, eighteen of the past twenty years on and some of the non-profits that i work with have been around for much longer than that, so maybe twenty seven or twenty, twenty five or twenty seven of the past thirty years, even if it’s just ten or fifteen dollars a year, they’re always planning for you, and that makes him a terrific plan. Give prospect, right? It shows a couple of things. It shows one that they love your organization and they continue to care about your mission. But to that there is a certain kind of a person that they’re organized. They do, they do the same things every single year there were probably more organized people, which means they’re more likely tohave a will or teo be really interested in there, you know, financial planning. And they’re so organized that every time a plane giving newsletter comes, they put it in their file, right? So let’s, let’s think that that’s our typical persons were writing for all right? So let’s talk about some of your tips for punching up plan giving newsletters whatyou want start with. Well, i’d like to start with the stories. So it’s something i call the savvy story style instead of doing your typical donor profile where you you know, you know what we call gushing gushing flattery where you just say, oh, they’re on the board of this and there’s ahead of this, and they love this, and they’re so wonderful in the community. Forget all that we assumed that that’s who this person is find that riel nugget of information, the real reason that they give to the organization and that might just be a little, you know, funny. Little story. And then what? Something that you could do is instead of doing the paragraph format, try something else. Think about the magazines that you read and how you see interviews with people. The ones you read and say a celebrity magazine where it’s, like, you know, five questions for nicole kidman? Yes, a lot of the mark q and a format, right? Yeah, q and a format and that’s more fun to do. It’s easy to do and think about this it’s. Easier for the donor you don’t have to, like, take up all of the donors time like getting all this information you just get, you know, a few questions and get the answer to that. And it could be more fun and it’s so much more readable for your audience. Okay, okay. What else do you have for us? Well, the key to the the question style is in that last questions. Say your first questions were like, how did you get involved in the organization and what’s your favorite thing about the organization and what’s? The best thing that we do or something like that? Your last question should always b what would you hope? To see the future for our organization. How do you hope? What do you hope to see habitat for humanity doing in the future? And that gives the person the chance to say what they dream about the future for your organization. And then you tie it into the plan. All right? You can say that leads naturally to the the planned gift, which is almost always cash to the organization in the future. Right? So the answer might be. I’d love to see us double the number of houses we build and that’s. One reason i decided to put habitat for humanity in my will. And then after that that’s, where you you anchor your interview, the interviews, you know, on the top and it looks nice it’s all laid out well. And then you skip a couple of spaces and you anchor it with that. You know that hard information that you want people tohave the call to action. If you would like to put us in your will, here’s, how you do it, it’s really easy, here’s our request language. And then you also want to encourage the person to get in touch with you. The development. Director of the plan e-giving director. Because what’s. So important. So you give them a reason to call. So you give them the outright bequest language in the article, and then you encourage them to call or email for alternative language, like a fraction of the estates, residual or any other reason you can think of to actually call or email you now, let’s, define a few of these. Now, you know we have jargon jail on tony martignetti non-profit radio. So let’s, just go in a little detail now. The outright request. What do you mean by that? Well and outright. Seaquest is i be quick to the university. A gift of ten thousand dollars. Okay. And you mentioned you contrast that with the residual bequest. A residual request is you could. You could, after you have made provision for everyone in your family and your friends and your, you know, dogs there. Then you can leave the residual a percentage of the residuals. So you could say i leave ten percent of the residual of my estate. Or you could leave the entire residual of yours, right? And the residual is what’s left after the after taxes and the death expenses and all the outright requests have been paid. Okay? Expert tony. Well, you’re on probation from jargon jail. Careful, careful. And walking a fine line. Um ok. What about what about pictures? You have some advice about making those pictures? Mohr interesting, yet the photos they’re definitely the sticking point. When you’re putting together a plan giving news letter often it’s an afterthought, you have this great story. You have it in there and at the end you only knew the future of the donor. And then you might call the donor and they send you some really lame snapshot that’s not high resolution. And when you do things in print, you should really have his high resolution photographs possible. So to stay out of jargon jail high resolution is the number of pixels and that’s pretty much the image that comes straight out of your digital camera onto your computer before you compress it stayed to put on the webber sent to your friend in an email. So it’s more of that original big photograph for your work with that’s. Important is to get a nice, clear photo. So if you don’t have that great photo your best case scenario would be that when someone went on a habitat for build a habitat for humanity, build their nephew who’s, an art student came along and took pictures for his portfolio and he has some. Then you can use that in your newsletter. Give him a credit that that’s your slam dunk that’s. The best thing possible is casual and the daughter has no great photograph. This is a good opportunity to actually spend some face time with that wonderful person that left you. It left your organisation in their will, so use this opportunity. Hey, you know i need to take a picture of feature. You would love to have a great photograph. Can i come over? Can i come over with our young staff member who’s a great photographer and spend a little time with them? So that’s that’s something to really think about that that’s an opportunity as opposed to something that’s. A problem that’s like, oh, we don’t have a photograph. What a pain in the neck and what i find a lot with people and organizations is things like photography writing for the web. People treat these things like a chore because it’s not what they do and they think it’s complicated, so i would advise people to really get those skills. If you’re not a great photographer, take a little class. Ask a friend who’s, the photographer, you know by a little bit better camera if your organization doesn’t have one and make that effort because you could do so much with photograph, you can with photographs, you can take a picture and and and send it as a thank you note to someone. Take that photo printed out. Put it in a card, write a thank you note so you could do a lot with photograph, but for your organization for this newsletter, you really want that good photographs have a couple of tips about taking photographs if you get to the donor’s house and one of them is, you know, get us close as you can to the subject don’t stand way, way back it get closer up, have them actually do something. So if your habitat for humanity have the person stand there with a hammer there just holding the hammer. That’s a cool photo it’s not fake because you know they’re they’re standing in their front yard. With a hammer haven’t have some have some sort of a proper doing something. And then, like i said, get close up and make sure the light is right on them. The light should be right on their face and their eyes that’s the main thing, if you get that right, you’re in good shape, and then my last tip is shoot from above. So if if you’re shorter than your subject, hold your camera up hyre and tilt down a little bit and you can see it in the viewfinder and that is a much more flattering way to take a photo. Just trust me on this it’s really most flattering way to take a photograph of someone okay? Or that the little short version of the you know how to take a picture, okay? And even if if you’re shorter, you stand up on a little stepladder or chair or something. Exactly stand about a little a little stepladder or something like that. Ok, we have just a minute before a break. Claire, can you get another tip in the next minute? I can nappy nasty headlines. Very important. That’s, that’s a really waste of newsletter. Really? State are dull headlines like donor-centric we have to be careful about our criminal code here can’t expand the criminal code the way the way some some people might like. Teo, i’m not sure that that qualifies, but tell us tell us what the trouble is with dahna profile. All right, all right, parole probably don’t profile it’s generic it’s like sitting down to watch the television show thirty rock and an announcer comes on and says, comedy television show that’s inside jargon that we use, we’ll say, hey, tony, what we’re going to her donor profile this month, that shorthand it’s, not it’s, not a headline. Find something about the interview and put that in the headline. Okay, we’re going to take a three minute break. My guest is clear, meyerhoff and we’re talking about punching up your plan giving newsletter three minute break. You can sit through a three minute break, come on at the end of that it’s clear meyerhoff. Of course, you can sit through it, stay with us, talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna i really need to take better care of myself. If only i had someone to help me with my lifestyle. I feel like giving up. Is this you mind over matter, health and fitness can help. If you’re expecting an epiphany, chances are it’s not happening. Mind over matter, health and fitness could help you get back on track or start a new life and fitness. Join Joshua margolis, fitness expert at 2 one two eight six five nine to nine xero. Or visit w w w died. Mind over matter. Y si dot com. Do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing effort. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is. We do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com. Talking calm. Welcome back. I’m with claire meyerhoff as i promised. I told you she’d come back clear. You’re still there. Right? Okay, what else do you have for us? Punching up our plan giving newsletters? We want donors to actually read these things. How do we do it? Well, we make it more like the things that they’re used to reading instead of things that look like a church newsletter fifties so that a key point is that what our people reading these days, what air they used to looking at more and more people are online, even your older donors, they’re online, they’re reading, you know, punching nifty things online so they’re used to reading huffington post or use a today online? Uh, there used to more punchy writing, punchy layout. Just let just a different look than this old fashioned sort of newsletter looks really think about your style of your newsletter. Try to get more white space in their remaining believe more space around things you don’t have to crowded with content and that’s usually a challenge because we do have a lot of great things to tell people, right? We want to get it all in there. So try as best you can to leave more white today so much more attention to your layout when you’re flipping through a magazine. Your favorite, you know, magazine that you’d like to read on your off time, and you see a layout that looks good, rip it out and think, well, why do i like that? And then try to duplicate that in your plan e-giving newsletter is not hard to think about that a little bit more wood. One element of that bee keeping this short stories the articles to a certain length yeah, i think there’s no specific the word count. Okay, article more about how it looks and what you’re trying trying to get across but definitely keep your articles to, you know, a couple of hundred words or less. You can say a lot in fifty words, believe it or not photos tell a great story. What for? The idea that you’re trying to get across plant giving is very, very simple, really. It’s it’s just about leaving a legacy, leaving this this gift for the organization it’s something that comes from the heart. It’s not complicated, it’s not about, you know, doing anything it’s really complicated it, it’s a simple, simple thing when you think about it, anybody, anybody can do that. And so you just want to get to the heart of the matter why people want to be a gift. So use those little donorsearch stories and use a little examples of things. So if you are one organization that recent recently had a a real estate gift, someone left you a farm. Explain that to your donor’s that’s really interesting that’s inside information to them and and cool. So write about that about how that works that you’ve got this farm and and it was valuable to you for this reason, and you sold it and used the money to put up a new community center or whatever, tell people the nitty gritty details of that cool gift. So if you’ve had interesting plant gift and you would like more of them, talk about that, we have just about two minutes left. Claire, you mentioned something. You said this is all, you know, at its roots, it’s. All very simple. But plan giving does have a technical side. I mean, so should we spend newsletter landscape explaining the details of the charitable remainder unit trust with makeup provisions. Well, i think that you should spend a little time with the technical part for the things that you would like your donors to dio. So if you do have a say, a gift annuity that you have to offer and you would like people to do that, then talk about it a little bit and you could do that in a simple way. Just talk about the benefits of the gift, so you could say, check out our charitable gift annuity and check a few things off your to do list and then under, you know, to do like it’s a list increase my retirement income, decreased my taxes now and give back to habitat for humanity. And that sort of tells people in a nutshell what it does and then just, you know, put a little rate chart down there that you get from the person that provides you the rate chart. So a sample rape charge for a ten thousand dollar gift annuity for someone this age sixty, and then you want a little disclaimer language under there. So you briefly explain how it works, but you don’t have to. Get into a lot of details because they’re not going to not fill out something below that and send it in and do it it’s not that kind of a gift, so you don’t have to tell them every single thing. Just tell them the benefits tell them who’s eligible and how they would go about doing it. And given that information, claire, in just a thirty seconds, we have left it sounds like, you know, going back to your original advice, you’re not writing a newsletter for cps and estate planning attorneys does not need to be a technical explanation. No, you’re writing for your loyal donors and keep in mind that you want them to hang on to this. You want them tow to read it and think about it and go well that’s interesting and maybe tuck it away somewhere instead of throwing it out. Because that’s, how plan, gift get made over the years. People think about it, it’s in the back of their mind that something happens in their life, a change where they think, oh, i need to really get on this. I need to really work on my they plant and do these kinds of things and then they’ll have you in mind you’ve already offered them solutions, and hopefully they’ll give you a call and act on it clear, thank you very much. My my guest has been clear, meyerhoff she’s, editorial director of the plant e-giving company, and we’re grateful for her advice about punching up your plan giving newsletter also want to thank my first guest was karen bradunas hr consultant talking about sexism and protecting your non-profit from those kinds of claims next week, our i’m looking siri’s continues, we’re going to check in with our job seeker leonora and recruiter paula marks we’ve been checking in with them once a month. We’re going to see how leonora his job search is going on. I’m looking and also will be joined by scott keg lor, the show’s tech contributor, and he’ll have the latest software reviews that’s next week, you can keep up with what’s coming up. Sign up for our insider email alerts on the facebook page and while you’re there, click the like button, become a fan of the show, of course that’s on facebook dot com tony martignetti non-profit radio, the creative producer of our show is claire meyerhoff. Line producer is sam liebowitz. He’s, also the owner of talking alternative broadcasting and our social media, is by regina walton of organic social media. This is tony martignetti non-profit radio, always having in mind. Big non-profit ideas for the other ninety five percent. Join me next friday, right here on talking alternative broadcasting at talking alternative dot com, one p m next friday. Dahna e-giving you’re listening to the talking alternative network, waiting to get into thinking. E-giving you could are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com you’re listening to talking on their network at www dot talking alternative dot com now broadcasting twenty four hours a day. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s lawrence h bloom, too. One, two, nine, six, four, three, five zero two. We make people happy. I really need to take better care of myself. If only i had someone to help me with my lifestyle. I feel like giving up. Is this you mind over matter, health and fitness can help. If you’re expecting an epiphany, chances are it’s not happening. Mind over matter, health and fitness could help you get back on track or start a new life and fitness. Join Joshua margolis, fitness expert at 2 one two eight six five nine two nine. Zero or visit w w w died. Mind over matter. Y si dot com. Durney buy-in talking. Yeah.

Nonprofit Radio for January 14, 2011: The Doug White Ethics Hour

Big Nonprofit Ideas for the Other 95%

Compliance. Board relations. Fundraising. Technology. Volunteer management. Accounting. Finance. Marketing. Social media. Investments.

Every nonprofit faces these issues and big nonprofits have experts in each. Small and mid-size nonprofits have Tony Martignetti Nonprofit Radio. Trusted experts throughout the country join Tony to take on the tough issues facing your organization.

Episode 22 of Tony Martignetti Nonprofit Radio for January 14, 2011

Tony’s Guest:

Doug White is an award-winning author and is the Academic Director and Clinical Assistant Professor at NYU’s George H. Heyman, Jr. Center for Philanthropy and Fundraising.

Topic: The Doug White Ethics Hour – Professor White is the author of “The Nonprofit Challenge: Integrating Ethics Into the Purpose and Promise of Our Nation’s Charities.”  He joins Tony live to talk about ethics and the role of nonprofits in our culture.

Here is the link to the podcast: 024: Ethics with Doug White

When and where: Talking Alternative Radio, Friday, 1-2pm Eastern.

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Dahna welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent? Do you feel that your non-profit is left out of the media out of conversations with consultants? You have a home here at tony martignetti non-profit radio, maybe call. Last week, we had the bank of america merrill lynch high net worth study, and my guest was the bank’s study expert claire costello, also last week, enviable e newsletters with the newsletter editor and our show’s technology contributor, scott kegel er, that was last week this week, it’s ethics our i’m really excited, very pleased. My guest is doug white, and doug is the author of the non-profit challenge integrating ethics into the purpose and promise of our nations. Charities that’s available at amazon dot com doug is with me live in the studio to talk about ethics and the role and the potential of non-profits in our culture on tony’s take two at thirty two minutes after the hour, i’m going to talk about sexism in the workplace based on my most recent blawg post and also give you ah, on ira e-giving reminder, there is an opportunity for two thousand ten remaining. For the rest of this month, we’ll talk about that on tony’s. Take two. After this break, i’ll be joined by professor doug white, and we’re going to be talking about ethics. Stay with us, co-branding think dick tooting getting ding, ding, ding, ding. Duitz you’re listening to the talking, alternate network, get in. Nothing. You could. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to tony martignetti non-profit radio my guest this hour is doug white. Doug is the academic director of new york university’s heimans center for philanthropy and fund-raising, where he also teaches ethics based fund-raising and board governance he’s, also a senior governance consultant for board source. His other books are charity on trial, published by barricade books and the art of planned giving published by wiley. And i’m very pleased that his most recent book, the non-profit challenge, brings him to the studio today. Doug welcome. Thank you, it’s good to be here. The purpose and promise of non-profits our nations, charities. What was the purpose of your book? Maybe it’s a stunning preface, but i’d like to say that i think the charities have the most promise in terms of acting well in our society. They also have the most promise in terms of leading society. At the same time, i think there are a lot of ethical issues and organizational issues, board issues and so forth that impair charitable organizations when they are trying to do the right thing, but oftentimes don’t so they have a large mandate, i think, and this is just my own. Personal feelings that charities are the ethical sector of society, charities were designed primarily and pretty much solely to do good mor so then government or business, the other two sectors now, that doesn’t mean they’re not ethical. That doesn’t mean they’re not good, but we wouldn’t be around if it weren’t for that goodness component, and we really need to take that more seriously than we do let’s start with a common understanding of ethics. What? What is your definition of ethics? Well, it’s, funny, you ask that question because i’m asked that all the time in my classes, and i have to take pains because a lot of the times when i talk about ethics, people will want to sit in the back of the room and they think they’re going to get yelled at because they’re not ethical or they’re not making the right decisions or they’re just not good people and that’s really not how i look at ethics, ethics is really a process, not a result. If tony, you and i can actually say to each other that two men or two people can disagree to good, people can disagree, and we can’t really mean that because we get angry with each other, if we disagree, then we’re really not giving that any credence. What we really need to do is understand each other’s values the process by which we come to an understanding, and if the purpose of ethics were to find agreement, we would have no success whatsoever. The purpose behind ethics is the decision making process it for me anyway, the decision making process that goes into an exploration of our values and waiting those values and so forth, and then coming up with a reason. And i would call it an ethical decision that may be different from yours. After having gone through that same process, i would have to respect that, and you’d have to respect my process and that’s part of that’s an an essential part of the ethical making ethical decision making process respect. And you say in the book that ethics permeates everything. I i stand by that, yes, it permeates everything now doesn’t permeate what you’re gonna have for dinner tonight. That kind of ah decision no s ow when i say everything, i mean everything important, but anything of significance oftentimes involves values, anything that involves values might be bringing up issues that were going to make us defer, and in the process of that, we’re gonna have a problem if we dont have respect, if we don’t look at it as an ethical decision making process and but even in what i do choose to have for dinner or how i feed myself generally, there can very well be value based ethical based decision making in that as part of my my thought process, right? Thank you. You’re so right about that. I was thinking of it, more of let’s say a spouse and husband and wife are going to decide what to have for dinner. That doesn’t matter to anybody else, but what you’re actually pointing out here is that it doesn’t matter if you’re thinking of being if you don’t like meat or something like that on ah larger ethical basis, absolutely it could very well have an impact on that decision again. The subtitle to your book you know the purpose and promise of our nations charities do you think that we have just a minute, a half or so before break? Do you think our nation’s non-profits have lost the public trust. Um, i don’t think they’ve lost it. I think that the public trust is ah, very strong commodity in our country, and we’re very fortunate to have that trust. I think there are people in the united states who are becoming more, they’re becoming more interested in the way charity’s operate. And because charity’s air having showing so much more force in society, the questions are more important than their more more, they’re louder. And so, my my concern is that charities they haven’t so much lost, the trust of the public is they need to. I think i have a better understanding of what that trust means and to respond to it, and the questions being asked are deeper and more insightful. Absolutely, yes, we’re going to take a break. My guest is professor doug white, author of the non-profit challenge. This is tony martignetti non-profit radio stay with me, talking alternative radio twenty four hours a day. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? 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My guest, professor doug white, author of the non-profit challenge. Integrating ethics into the purpose and promise of our nations. Charities don’t ask about the tv show the philanthropist. You talk about a little in the book. Why do you think that failed so stunningly? Well, it certainly had nothing to do with philanthropy that’s, for sure, i think it failed because it was so shallow, and this is one of the problems when we talk about philanthropy and certainly with ethics, is that there’s a way of telling a story and then there’s a way of being in the moment of the actual job, and sometimes when you tell the story and then it goes through several rewrites and several editors network, a major network like nbc, you’re going to lose a lot of the you’re going to lose a lot of the effort. So my feeling is that if you ask, it just became a shallow piece of nothingness. Yeah, i didn’t see much philanthropy in the in the siri’s no, there wasn’t, and this is one of the problems with the mass media. There is such a delusion of the important aspects of things in every area, and this is certainly true in philanthropy to and certainly an ethics that when you get so diluted there’s, no story left except for the one bank stuff that the producers think will be interesting what’s your sense of of why people give to our non-profit sector either time or money or or their talent, i really do think there’s a sense of giving to help other people. I really do believe that some people call that altruism. If you look at the definition of altruism in the dictionary, it couldn’t be because altruism says you cannot have any personal benefit back. And i think a good feeling from having done what you have done is a benefits. So i think in a way, there’s, no way we can be truly altruistic. But i do believe we as humans haven’t have ah, a way to think about other people and their tragedies. Three weeks ago, i would have mentioned haiti as one of the examples. Today i can talk about tucson and the outpouring of of of this indescribable feeling of wanting to reach out and make the world a better place for the people who are suffering. I think that’s a big part of it. I think that’s the major part of some people, will say that taxes play a large rule. I’ve talked to enough accountants and attorneys. You might get that impression, but you mentioned a high net worth study, they think. Exactly the tax tax motivations always low, always low, even among the people. For whom it’s most important it’s still not that important. So there i think that it is that and i don’t think it’s an american characteristic, a lot of people say, isn’t the united states the most generous country in the world and that’s true, because we give a lot of money and so forth. But i don’t think that it’s ah it’s bounded by national borders. I feel like there are people around the world that we don’t have a monopoly on that feeling of what i would call altruism for the moment here s so i think that’s the primary reason people are our philanthropic there are others but i think that’s the primary well, you mentioned the two sound shooting and there was a chronicle of philanthropy opinion piece this past week by diana aviv. Yes, on dh she heard a thesis is that the nonprofit sector has a role to play in sort of healing and, well, maybe not so much in healing. That’s not right in civil discourse in creating a civil discourse, i think that’s really what she was getting at. Do you think there’s ah role there for charities? I think there is no other place for that role then in charities, i think diana of eve was on target. I get to that issue myself at the end of the book, the non-profit challenge by talking about the sectors. And where do we look for this kind of discourse? Because this kind of discourse is the backbone of ethical decision making. It’s the backbone of acting good and dinah aviv is correct. If she had a book length article, i think she would have gotten into some of the details. One of the problems is, is we talk about those in highfalutin terms that we have this ability to do this. We we want to be change makers. There’s ah, a lot of evil in the world and so forth. My concern with that is not so much that we don’t recognize that as a general idea. But how do we get it specific? How do we make that happen? And that article didn’t go there. I’m not saying it should have, but we need to go there’s charities and ask those tough questions because she’s right, the non-profit sector has a tremendous role, a tremendous responsibility. Do you think we’re going to get it from business? I don’t think so, and that isn’t to put down business, but that’s not where we’re going to get that answer is not their role and the government. I mean, i’m not really a big fan of government regulation because it’s always this great big hammer and we’re trying to get a fly dun and the regulations usually don’t do the job. So how is that gonna happen? It’s gonna happen in the ethical decision making process? This is gonna happen in what i call the ethical sector, the non-profit sector on that part on that point, i would say diane is right on target, and we’re going to get teo your four pillars of ethical, the ethical process? Yes, we’re going to get to that. What about the, you know, also very timely in the news, the buffet gates challenge to their to their fellow very ultra high net worth people americans mostly not exclusively, mostly the sort of a backlash that that that creates aa concentration of national priorities in the hands off roughly forty families and mostly in the u s do you do? Do you feel that kind of concentration? Do you? Do you think much of that? That backlash argument? Well, it’s interesting, you ask that question? Because right after Mark zuckerberg became the 57 that was interviewed on that point and that question was asked, and i wish i had with me the quote, because i put this up from time to time when i’m doing my talking, lee, then ask who says this, but basically, is that what you’ve just said? We have to be ah aware of those organizations or people who would usurp government activity, and this is george washington in his farewell address spoke to that very issue because what’s going on right now on guy think that bill gates and warren buffet and other philanthropists are wonderful people and they’re doing wonderful things, but a lot of the question comes from who are they to make the decision? Who are they to say, for example, that charter schools are the best way to go? They may be, i’m not making that argument one way or the other, but your question is were really relying on these people of wealth to make. National decisions and as a result of that, this past year, this growing issue i’ve developed a course at n y u for the masters that i’m teaching next year on public policy and philanthropy and how they intersect because that question is philosophical to the core, and it concerns me a great deal that there’s a lot of wealth concentrated in just a few people, and those people will have an inordinate amount of sway when it comes to public policy. But they have altruism at their roots, don’t they? They do. Did i say this was a black and white question? You’re absolutely correct, tony. They have altruism at their roots and they want to do good for society. They want to do well, they want to do good weaken talk about that distinction in philanthropy, but but this is the issue when it comes to philanthropy in general it’s not all black and white. I’m with doug white, and doug is a professor at the gnu heimans center, also the author of the non-profit challenge integrating ethics into the purpose and promise of our nations charities don’t you talk some about some stunning disasters that charities have? Suffered the madoff scheme, the smithsonian institution, stevens institute of technology, emory university, the national heritage foundation. What what can we take away from these crises? Well, the first thing i want to just mention is that it’s important to be specific it’s important to be riel a lot of times when we’re going to conferences, as we were talking before the show began, we talk about charity, eh? Or donorsearch being or this guy or that guy, we don’t get specific and a lot of the times what we what we don’t get as a result of that are the real issues that make the problem. And so in my books, i’ve been very clear about wanting to say, ok, the red cross you did bad smithsonian, you did bad you shiva, which is the made off example that i used you should have done this not because these people are bad or these places are bad, but we need the reality is of things because every other organization is itself a real place and things can go wrong. What we need to take out of this process is that a first of all it’s not going to be under the rug any longer. The public is too interested in this. The media are too interested in this, and they’re going to follow this kind. Of a thing up, and if they don’t, i will, you will in the world is just a different place from what it was five, ten years ago. Now, on top of that, what charity’s need to take away from this is that they need to step up to the plate and be riel they can’t hide the fact that their investment share is also the person where the who’s getting the money to invest and taking a fee from that they can’t hide, that they’re going to dip into their endowment as opposed a cz against what their donors wanted to have happen. That is no longer something that’s going to happen behind closed doors and that’s i think what charities they need to see that sunlight and you don’t you don’t think they have these issues top of mind and their processes, they’re not accommodating that sunlight. I do not think they do right now, a lot of them, not all of them, a lot of them. Yeah, we’re generalizing. I don’t mean to put you on spot say, although the entire charitable sector that doesn’t, nothing applies to everything within a within a community you do see? Ah, good number of a good percentage of the charitable sector. Not answering the call to this sunlight. That’s? Correct? Yeah, i think. And that’s that’s the issue for me. Because of all of the organizations in the united states in the all three sectors, charities ought to be the most comedy tow that you hold your charities to quite a high standard effect, the highest of the three absolute sectors of our economy. Yes, i do. And it represents sort of what? Roughly what percentage of our gross gross national product of gross domestic product? I’m not sure which i think they changed it. The gross domestic product is a while back, so i’ll go with that. And i again think it’s somewhere between it’s fairly large ten to twelve percent. Well, no one really knows. I think maybe you do, but i think it’s somewhere on ten to twelve or maybe fifteen percent of our gross domestic product, which is not a small amount of change now, considerably. No, i think that product is roughly fifteen trillion dollars. Okay, roughly a trillion and a half dollars. Yeah. You you talk about the four pillars of ethics and i want to start toe, get into sort of the substance of the ethics process that you’re you’re advocating? Really? Why don’t you want to tell the audience? What are those four pillars? Well, wait, talk about these words have been known to go we’re talking about how we say phrases and they’re kind of airy and we don’t get down to the details of them. The phrase you had it a minute ago that you’re going to show me the out of the book the phrase for example, transparency, you know, just take a look at that the phrase transfer their word transparency, the word are the phrased disclosure, disclosure, conflict of interest, those air all words that we use nowadays they’re buzzwords we talk about them say, well, we we are we want to be more we want tohave disclosure, we want to be sure we don’t have a conflict of interest, we want to be transparent, and then everybody dances around that. But what does that mean? And so not only are they what i think are the four pillars of of ethics because they asked the charity’s themselves to do the work to get the word out. To get the honesty out to get the ability for anybody else to find out that honesty, i talked to a charity in washington, d c an awful charity who felt that it was doing everything it should because it files nine nineties, as if they should be rewarded for following the law and that’s just the wrong standard to use, especially for a chortle that’s just getting by. That’s just getting by, you know, that’s not anything to brag about, but what we’re so that being understood, what is that level? Where do we go, how do we become transparent? What does that mean? What do we tell people? How do we let them know what that is? Well, today, it’s, easier than ever. We have websites. Why don’t people have their own nine nineties on their websites? Why do they not only not have them, but if they did, why would they only go back three years? Oh, well, that’s, because we’re required to only go back three years. That’s, not the answer. We’re going tow. We’re going to take a break, and when i return, of course, doug white will stay with us, actually, right after the break, it’s ah, tony’s take to doug white is going to stay with us. We’re going to talk in detail about the four pillars of ethics on the fourth one that didn’t, but doug doug did not mention yet is oversight. We’ll talk in detail about those and get into that process of ethical decision making. This is tony martignetti non-profit radio. You’re listening to the talking alternative network. This is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing efforts. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is. We do whatever it takes to make our clients happy contact them today. Admission one one media dot com hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent time for tony’s take two on today’s show. First thing i’d like to spend a moment with is workplace sexism. I blogged about this in november, and then again just about two weeks ago or so, confirming what i had asked in november, which was, does sexism still exist in the workplace? And i was embarrassed to say in the in the second post, just two weeks ago that i didn’t realize yes, it does. I shouldn’t have even bothered in november asking the question i should have just gone right to the declarative and said sexism does exist in the workplace and the comments that i’m getting on that the most recent post just ten days or two weeks ago some very poignant stories, so suggesting it’s something you might want to take a look at management and boards just ignoring federal law that prevents is supposed to be preventing ah, create sanctions for sex discrimination organization policies being ignored and even to the point of one woman telling story about her daughter, who is a professional fundraiser who ended up quitting her. Job because she was being set up on dates with donors, sons, those comments and all the other stories that are attached to that post you’ll find on my block at m p g a d v dot com in the name of the post is sexism confirmed also want to share with you last minute e-giving opportunity for i r a gift. So under the tax relief act, which president obama signed just a couple of weeks ago, there is a provisioned for donors to make two thousand ten ira gif ts this month on ly the month of january and what you might do is look to donors who have multiyear pledges who may want to accelerate those pledges, and they could do that in the month of january by making a gift that counts toward there mandatory required distribution of their ira counts toward two thousand ten, and then again this year, they could make another gift, which counts there toward their two thousand eleven mandatory required distribution. So if you have those donors who maybe are willing to help you with a two thousand ten shortfall in your fund-raising or as i said, maybe they have multiyear pledges and they’d like to accelerate those pledge payments. Those would be good prospects to talk to you for this opportunity it expires at the end of this month the counting the gift for the two thousand ten is on ly good for the month of january, then for all the rest of two thousand eleven, the ira possibility remains, but it would only be for two thousand eleven minimum required distributions, and you’ll see that block post that’s called gift possibility remains for two thousand ten ira rollovers and that’s also on my block at mpg a d v dot com i’m with doug white, doug white is with us, and we’re talking about his book the non-profit challenge integrating ethics into the purpose and promise of our nations charities, you’ll find his book as well as his other two at amazon dot com and right before the break, doug, we were just talking about your four pillars of ethics just wanted just quickly name them, and we’re going, we’re going toe talk about them in a little detail, but if you just name the four pillars, okay, we have, i think, disclosure and transparency, which are quite close to another and we have a conflict of interest, and the fourth one is oversight on dh those for all our very subjective terms. They don’t have black and white ideas, but i love that you call them pillars. Killers are not mushy, subjective relative things there’s are typically granted or concrete and their towering that’s kind of what you call them pillars. I think you’re absolutely correct and looking at that because i feel that they are the pillars, without which charity will crumble. Would you mind reading this paragraph from doug’s goingto read one paragraph from page one fifty three of his books book, talking about these pillars. Four concepts form the backbone of ethics that non-profit organizations the one we just discussed, actually, charities would do well to structure all of their activities around these practices. Every decision should begin by searching for a fidelity to those words. The people making decisions should ask themselves whether they would do the same thing if they knew their actions would be disclosed to the public to ignore the growing level of interest the public and the regulators have in charities or worse to fight them is a loser. Idea. Akin to automobile manufacture. Emperors fighting the requirement to install air bags in all cars. Doug, how do we ensure fidelity to those four pillars? We don’t we can only hope we can only strive, and in order for that to happen, we have to have a humility about who we are and what we’re trying to accomplish. I can look at examples very small, for example is the smithsonian institution who did not bring that kind of humility to his job at the smithsonian. Now you’re not going to hear a lot of people say that because i love the smithsonian and we don’t liketo talk that way about our own, but until we do, i think we need to be honest and until we are that we’re goingto allow people to not be human humble, to not be honest with themselves, and then we won’t be able to accomplish this objective. I’m not sure we’ll ever accomplish it because it is it’s a high standard, but i think we need to have people who know that the non-profit sectors different from business and government is not business light it’s not like another way of doing business non-profits have a special place in society. They have a special place in our hearts, they have a special place in history, you know what i mean? By history’s going back thousands of years durney the idea that we don’t have an extra moral purpose as humans when we run these organizations which are designed solely to help society in a way that neither business nor government can do. The idea is so profound that we need to call upon the best of who we are as human beings. And part of that is an examination would be those four pillars. And in order for those toe really stand as pillars, we have to take them seriously. We have to examine them. We have to examine them in terms of the in the context of the organizations that were running as as well as who we are, ours leaders off those organizations and nothing can be taken for granted. One of the issues with with ethics in the decision making process is not to put yourself into a different place from everyone else. This is what bill aramony did at the united way and that’s why everything went downhill during the late eighties and early nineties. Now the united way of america. Back then, it was the united way of america is a wonderful organization, but he decided he was better than anyone else in the organization. He decided that it would be that the organization would do certain things, and he decided how some money would be run and that’s not the way to do it. So we need fewer bill aramony’s, despite how wonderful a job he did until that time to bring the organization to a very high place. We can’t have the larry smalls of the world running charities. Larry smalls, please tell us at the smithsonian, i’m sorry, the smithsonian, we can’t have that not because he’s a bad guy, he’s a good guy, but he didn’t get the non-profit ethos lost his humility. He lost his humility here. He didn’t have it one of the other. The point is we can’t say it’s, okay for me if it’s not okay for you that’s part of the ethical decision making process and charities have to embrace that they have to embrace that wholeheartedly. That’s another part of what i love about the quote that i asked you to read, which is, would you do the same thing if you knew that everybody was looking at you? Absolutely. And now some people ask that question and ethics and say, well, you have to be aware of what the new york times might say on its front page tomorrow. Well, you do, but that doesn’t necessarily mean you wouldn’t do it. Question is, can you defend it? Can you honestly say that this was the right thing? You know, the newspaper might get it wrong. The general feeling of the public might be wrong. You would have to stand by your values, but you can’t do it by just saying i’m right and you’re wrong. See a lot of people i know in this town anyway, okay? And then why you think that bush should not have gone to war with iraq? Ok? They think they should not have gone to war with iraq. I say, look, let’s agree with that. But if bush president bush had done one thing, he would have been a lot better off if he had been honest about why we had gone to iraq. He could have said, i know there aren’t any weapons of mass destruction, but i feel that saddam hussein’s a really bad guy and we got to get rid of a lot of people. Would have disagreed with him. That’s okay, but at least he would have been honest. And he would have said, these are my values. These are the values i think the united states ought to bring into this process. That’s what we need tohave we can’t always go around saying, oh, i hope i do something that everybody will agree with, and if i don’t, i’m just not going to tell anybody and hope that nobody understands. We’ve got to be clear about being honest about what we do. An example you you spend some pages on in the book is the metropolitan museum of art, whether they should i have put our scent art to las vegas on loan to the bellagio. So now he’s world class art museum talking about world class art in one of the richest places in the world. Las vegas why don’t you take the story from there? Actually, that was the boston museum. It was boston museum in new york. Centric course. Everything happens in new york. I’m surprised supplies las vegas is not new york. Ok, sorry. But i used that example not to say anything bad about the organization, but to show the challenges that come up in governance, and this is part of oversight and part of what governance ought to be at boards source. They teach clients about governance as leadership and all of the questions that come up. But let’s say you run an organization like the metropolitan well, you can use that they have wonderful pieces of our it could’ve taken out to las vegas, this den of iniquity, this is this is culture. We can’t have that we can’t be lending our name into this this place and a lot of places would let it go at that. But then this museum up in boston said, well, what are the pros and cons? What are our values and what that might be g would it be better for more people to see this art? Would that be a good thing? And the answer to that question is yes would be associated with las vegas. We a bad thing? I mean, this is boston after becoming like, my goodness, that would be a terrible thing. See away the right versus the right. Rushworth kidder, one of my heroes when it comes to ethical decision making, who runs? In a non-profit in maine talks about right versus right all the time because if we’re talking ethical decision making, we’re talking about ethical dilemmas. We’re not talking about the obvious right versus the obvious wrong. We’re talking about a dilemma right versus right? And in that particular example, there were two rights. One is we’re going to have a problem with our image, the second oneness, and confronts it in conflicts with it. And that is the idea that more people will be able to see our our work, and they ended up doing the deal they did, and they took some criticism for it. They did, but you looked at their process and and it’s outcome the process was key and to try to avoid criticism, it’s a loser’s game and it’s not even it’s, not even a worthwhile goal. Who would want to live in a world where everybody agrees all the time it would take away ah chunk of our humanity that i don’t think we’d be a world a tte leased the one that i would recognize without it. So forget the idea that we’re always going to agree, in fact, when i go into a room and i learned this when i worked in politics in the early seventies, the fellow said. Well, i could go into the room full of people who agree with me, and i could go into a room full of people who disagree with me, which where should i go? I said, we’ll go with it where they love you, he said, no, i go into the room that they disagree with me because that can change their minds. I can talk to them. I can hear what they have to say, and i’ve never forgotten that that’s part of the idea here, i want to get into your the process that you recommend that you advocate but let’s talk so a little in leading up to that more the detail of the four pillars you said disclosure and transparency very close, but you do make a distinction in the book. Why don’t you make that first? Well, i think that disclosure is the ability for people for a charity to teo wth the idea of a charity allowing people to see the what’s going on. We have to disclose things, aunt, i’ll come back to that in a second, with an example, transparency from my perspective is the ease that we allow the public to see are what we disclose so there’s a distinction there, but the reason i make the distinction is we’re saying those two words all the time as if they were different and they are different, but we never really make that distinction. We’re always talking about it is that it goes away. Let me give you an example of disclosure. I sat on in nineteen ninety five for the dahna philantech protection act, the texas case and we we got this bill passed and a required disclosure with gifts that were planned gifts that we’re co mingled and we’re really happy the sec wanted this for twenty years now is a federal law. A lot of charities didn’t like it, but i was happy, so they said there needs to be disclosure. Great. So the next day, after i had testified to this and after it had gotten past, i called the head of the sec, barry barbash and i said, oh, gosh, we’ve got to ask this question what does disclosure mean? What’s the definition he said that’s up to you, that’s up to you, you have to do that for yourself, and actually the law says reasonable disclosure reasonable, which is even, you know, so, you know, the issue is we are responsible for deciding that and so and it can’t be run by a bunch of lawyers because after that gift annuity disclosure statements were fifty pages long, they were all pretty much filled with legalese. Do you know what barry barbash said when i said, i’m having difficulty with your answer, he said to me, if a seventy five year old person he said, lady, so i’ll just say that who doesn’t understand finances doesn’t understand what you’re telling her in this disclosure. It’s not disclosing anything now i think of that that’s profound it’s not disclosing anything, you could throw a bunch of stuff out, and if it doesn’t tell the person anything it’s not disclosing anything, is it fair to say that you envision you see it transparency as sort of the mindset of openness and then disclosure as the process the practice of disclosing yes, yes, ok, and that mindset, the transparency being reaching out to the public, the donor of the public and saying this is the way we’re going to make it easier for you to understand what we’re doing just in the thirty seconds or so. What we have before a break, let’s, talk about avoidance of conflict of interest. Oh, yes, a third pillar, thirty seconds on that. Well, i i think conflict of interest needs to be disclosed. Okay, bringing those two ideas together. It’s not always going to be avoided, but it should be disclosed, and the issue isn’t so much that it always that it exists. Sometimes we can talk about this later, but that is not disclosed. My guest is doug white he’s, the author of the non-profit challenge. This is tony martignetti non-profit radio stay with us. Talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future. You dream of. Two one to seven to one eight, one, eight, three that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna i really need to take better care of myself. If only i had someone to help me with my lifestyle. I feel like giving up. Is this you mind over matter, health and fitness can help. If you’re expecting an epiphany, chances are it’s not happening. Mind over matter, health and fitness could help you get back on track or start a new life and fitness. Join Joshua margolis, fitness expert at 2 one two eight six five nine to nine xero. Or visit w w w died. Mind over matter. Y si dot com. Do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing efforts. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is. We do whatever it takes to make our clients happy. Contact them today. Admission. Wanna one media dot com? Talking. Metoo welcome back to the show conversation with doug white. We’re talking about ethics and his book the non-profit challenge and doug were at the fourth pillar of of ethics, which is oversight. Don’t you say a little about oversight? Oversight is pretty much the domain off of boards, and i think the board’s oftentimes don’t understand the seriousness of their job. They are the legal backstop oven organization, they are in charge not only of keeping it safe financially and otherwise legally, but also they’re in charge of its leadership. They’re in charge of looking toward its future, they’re in charge of that charity, and so if they don’t have oversight on dhe mentioned earlier with the united way with stevens and with all of these organizations where there have been problems ah lot of that could be traced back to the lack of oversight on the part of the board or the lack of oversight on the part of the senior staff. So the board has tohave a sense of seeing the organization of overseeing its activities. It has to take a seriousness in that approach because they are who they are, they’re they’re the people who are responsible. For this organization they cannot allow, no matter how good, no matter how smart a ceo or us on executive director might be to just work alone without any sense of, uh, answering to the board. So the board has to take that very, very seriously, and that will mean doesn’t matter that they pay, you know, one hundred dollars a supposed one hundred fifty dollars, for ah lunch or something for the staff or whatever. I’m talking about the big picture and people will say, of course, you know, boards are very interesting the big picture there go cardio overseeing what’s going on, but that’s not true look at yeshiva, who lost all of that money and made off the payoff scandal. That is a pretty big picture, but people say, well, i trust this other person who’s on the board or i trust the person who’s investing the money. Nobody looked a trading slips because there weren’t any trading slips that was too much of a detail, so who’s going to look at it? Well, the board should ask about that. Even if you’re not, you don’t have a lot of financial acumen or investing acumen. You should ask that one of the people asked on the harvard boards said, but if we got into all of these alternative strategies, which reduced liquidity, but increase the value of the portfolio and we then got into a situation where we didn’t have that liquidity, where would we get it? Because you know what the students need, that this is what keeps the place going that was asked by someone who wasn’t even part of the investment process, so it takes i think, for the oversight of people who aren’t the expert but who care and that we’re smart and that responsibility is won’t make this explicit, of course, is a legal responsibility that board members have, yes, the under the laws of fiduciary duty, right? I heard that there of the nine million board chair board occupancies in the united states, four and a half million were vacant a couple of years ago because there was so much difficulty getting board members on the charities. My question is, i’m worried about the four and a half that are not vacant, you know, the ones that are filled by people who don’t know what they’re doing don’t just in the few minutes we have left. Let’s, bring these four pillars together into ah, what you advocate is the process of ethical decision making. Yes, there’s. No real blueprint for this because every organization is going to be different and it’s a subjective process. But the question here is, do we know what the big questions that we have to face are, for example, let’s, let’s. Look at investing, for example, the are investment portfolio is x do we want to have? What kind of a mix are we going to become more risky? Do we want to become more conservative? There’s? No right answer within that. But when we get there, when we answer that question based on other values, then we want to make sure that the investment makes is correct. And if we get out of that, we want to know. And so there has to be a process to know. And there has to be a process to ask the question to begin with. So you you know, you walk in there, you say here’s a slate, a blank slate, one of the large questions, and i wouldn’t recommend a charity start. Simple. Take the five largest. Questions they can imagine asking on saying, how are they going to answer it and then go deep and deep, deep down to the details of that process using the ethical decision making process? I’m not going to accept myself because i’m special. I’m going to get a cz much information as i possibly can in the process of making a decision not just the information i want but everything, and then i’m going to make a decision, but i’m going to keep my mind open after that that’s all part of the guideline of making an ethical decision maker of the ethical decision making process. But i would say that charities don’t do this, they do not do this. My guest has been dug white, and he is assistant professor at the and then you new york university heimans center. His book is the non-profit challenge integrating ethics into the purpose and promise of our nations. Charities. You should read this book there’s considerably more detail, of course, that we were able to conserve a kidder. Consider in just an hour, doug. Thank you very much for joining me in the studio. It’s. My pleasure, tony it’s. Been a pleasure having you next week. Savvy strategies to save you from a sexism scene policies you need in place to protect your employees and your non-profit i’m so concerned about sexism in the workplace that we’re going to start devoting cem showtime to it, this will be just one segment. There will be another show in the future devoted to it next week, talking about these strategies to save yourself and your organisation from an embarrassing situation around sexism. My guest will be hr consultant karen bradunas and also next week planned giving newsletters tips to make them punchy and interesting so that your donors actually read them. My guest will be clear meyerhoff she’s, a marketing consultant and also the creative producer to this show, you could get our insider alerts, and i hope you will like us on the facebook page. It’s, of course. Facebook dot com tony martignetti non-profit radio click on the like button. The creative producer of tony martignetti non-profit radio is claire meyerhoff, our line producer on the owner of talking alternative broadcasting. Sam liebowitz and our social media is by regina walton of organic social media. This is tony martignetti non-profit radio always. With mid size and small non-profits in mind, of course, the tagline. Big non-profit ideas for the other ninety five percent. I hope you join me next friday for those guests. I just mentioned one p m eastern here on talking alternative, which you always find at talking alternative dot com. E-giving ding, ding, ding, ding. You’re listening to the talking alternate network, waiting to get you thinking. Duitz are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way look forward to serving you. Are you feeling overwhelmed? The current chaos of our changing times, a deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l, j media. Dot com you’re listening to talking alternative network at www dot talking offgrid dot com now broadcasting twenty four hours a day. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. I really need to take better care of myself if only i had someone to help me with my lifestyle. I feel like giving up dahna is this you mind over matter, health and fitness can help. If you’re expecting an epiphany, chances are it’s not happening. Mind over matter, health and fitness can help you get back on track or start a new life and fitness. Join Joshua margolis, fitness expert at 2 one two eight six five nine to nine xero, or visit w w w died. Mind over matter. Y si dot com. Talking.

Nonprofit Radio for January 7, 2011: Enviable eNewsletters & Bank of America High Net Worth Study

Note:

There were technical problems on Friday, Dec. 17th and Dec. 31st, which kept the show from streaming. We recorded it on the 17th, but it hasn’t aired yet, despite attempts.

It’s a good show for Pete’s sake, so tune in this Friday.

By the way, iTunes is coming REALLY soon.  This month.

Big Nonprofit Ideas for the Other 95%

Compliance. Board relations. Fundraising. Technology. Volunteer management. Accounting. Finance. Marketing. Social media. Investments.

Every nonprofit faces these issues and big nonprofits have experts in each. Small and medium size nonprofits have Tony Martignetti Nonprofit Radio. Trusted experts throughout the country join Tony to take on the tough issues facing your organization.

Episode 20 of Tony Martignetti Nonprofit Radio for December 17, 2010

Tony’s Guests:
Scott Koegler, editor, Nonprofit Technology News.

Scott is our regular tech contributor.

Topic:
Enviable eNewsletters: How to create the strongest eNewsletters that move your donors & volunteers to action.  Scott shares his “7 Tips for Success.”

Claire Costello, the National Foundation Executive for Philanthropic Management at Bank of America Merrill Lynch.

Topic:
Bank of America High Net Worth Study: What’s in the numbers and what do they mean for you?

You can download the study here: 2010 Bank of America Merrill Lynch Study of High Net Worth Philanthropy and on the show’s media page.

Here is the link to the podcast: 022: High Net Worth Study & 7 Principles for a Successful Newsletter

When and where: Talking Alternative Radio, Friday, 1-2pm Eastern.

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

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