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Nonprofit Radio for April 8, 2016: Pay Attention To NTEN & NTC & Volunteer Training Long Distance

Big Nonprofit Ideas for the Other 95%

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Amy Sample Ward: Pay Attention To NTEN & NTC

With Amy Sample Ward at 16NTC

The Nonprofit Technology Network & their annual Nonprofit Technology Conference are outstanding resources for everyone who uses technology for social change. Who doesn’t use technology? You need to check out their excellent online and real time programs; affordable membership; smart conferences; and great value—including for non-members. Amy Sample Ward is our social media contributor and NTEN’s CEO. (Recorded at NTC 2 weeks ago).

 

Chad Leaman & Ashleigh Turner: Volunteer Training Long Distance

Chad Leaman and Ashleigh Turner at 16NTC

Do you have volunteers who can’t always make it to your office? Bring your training to them! We’ll talk about learning styles; pros & cons of tools like Moodle, Collaborate and TeamViewer; and the value of open source resources. Chad Leaman is director of development at Neil Squire Society and Ashleigh Turner is communications manager at Options for Sexual Health. (Also from NTC).

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d come down with mette hemoglobin e mia if our conversation bled into why you missed today’s show, pay attention to n ten and auntie si the non-profit technology network and their annual non-profit technology conference are outstanding resource is for everyone who uses technology for social change and who doesn’t? You need to check out their excellent online and real time programs, affordable membership, smart conferences and great value, including for non members. Amy sample ward is our social media contributor and intends ceo of course i was just at and t c two weeks ago and that’s where amy and i talked also volunteer training long distance do you have volunteers who can’t always make it to your office? Bring your training to them. We’ll talk about learning styles on dh pros and cons of tools like mu tal, collaborate and teamviewer and the value of open source resource is that is also from ntcdinosaur on tony’s, take two blue pedicure challenge reduction we’re sponsored by pursuant full service fund-raising data driven and technology enabled you’ll raise more money pursuant dot com and by crowdster online and mobile fund-raising software for non-profits now with apple pay crowdster dot com here are amy sample ward and i from and t c just two weeks ago. Welcome to tony martignetti non-profit radio coverage of sixteen and t c that’s the twenty six steen non-profit technology conference hosted by n ten, the non-profit technology network at the convention center in san jose, california, and with me now is amy sample ward, ceo of non-profit technology network. Welcome amy. Thank you for having me. Thanks for coming all the way to the show. Absolutely from from new york and north carolina. It’s ah, it’s. Always a pleasure to meet you in person. Yeah, do so we don’t get. Yeah, we don’t get to see each other in person very often. No, your voice is the same. Thank you. You sound like yourself. You think we’re highlighting one and ten swag item? Oh, and one ntcdinosaur ag item each interview, and right now, of course i’ve got my ten headband. You probably didn’t notice that i was wearing a amy suggested exercise video, so i could be doing i could be doing yoga or squat thrust, but we have a small lead us in some jazzercise. So i’m going to take this off now and added to the swag pile. We’re all the all the swag for the show goes okay, sixteen ntcdinosaur yeah, here we are. How we doing? Way we got it. We got two thousand people. Yeah, way exactly. It’s. I am surprising how many people two thousand is when it’s in one room. You know, i think in my mind, two thousand seems like kind of, you know, it’s a big conference, but it’s not a huge conference, you know, you hear about conference like dreamforce with, you know, sell by self. What, like an entire town is coming to this conference? So our seems so small and then, you know, and like in the morning planter everybody’s in there and you look at you like there’s, a lot of people here this is actually a pretty big conference. Yeah, yeah, yeah, yeah. Turns out there are a whole lot of people that want to talk about technology for use in their non-profit at a growing number every year. Exactly. Yeah. Yeah, let’s. See? So, what are some highlights for people who are here? But of course they’re listening and tc conversation tonight there will be available starting tonight, and we want to even tease twenty seventeen. Yeah, we got twenty, five hundred people e like my overreaching twenty twenty. I don’t, i don’t think twenty five hundred. I mean, sure, you’re welcome to come, but i just think we’ll get there. No, i mean, our goal isn’t necessarily to try and grow in every year. We want to make sure we’re still serving everybody. So you’ll be ambitious and we’ll be conservative. Okay? Okay, yeah, i liked so, soldier were so highlights of this year. Well of you are on site. A couple highlights. You definitely need to make sure you go to selfie town selfie town and take some photos with the big t rex. Yeah, well, good. We can do a selfie and sell freetown unite, okay? And we’ve got i mean, all the session, all the folks that you’re interviewing there are over a hundred twenty sessions in three days. So whether you’re here or not, you don’t have to go for like, ten minutes into every single session every break out, teo, get all that content there’s what we call collaborative notes so they’re google docks for every single session where attendees in real time in the session take notes about what’s being presented so that everybody else can benefit from that knowledge even if you’re not in that room that we call them collaborative notes. But the links are just in the agenda online. So you khun browse through, see what people are writing down? Does that do this year? No, it’s not we’ve done it. We’ve done it every year for a number of years now because people like it so much, you know? They know, even if i don’t go to that session, i could just look up the collaborative notes and see what people wrote down. Yeah, exactly. And then it helps for folks who aren’t here to, they can see that, but i think even though you know, there are lots of different tools every year that people use people consistently use twitter the most of the conference, even if they’re not a big twitter user the rest of the year. So following the sixteen inches hashtag or every session has its own hashtag like sixteen auntie sees something, so if you see on the online agenda, even if you’re not here that you really want to follow that session, you know, just put that into a twitter search even if you’re not a twitter user and follow along. What what folks are saying? Because people post so you can’t read all of them all of the treats you have tio, you know, filter it out, but because i think that’s what’s different about the ntc people want to be sharing what they’re learning, you know or share what they know it’s not like, oh, i’m here to learn everything and write it down in my secret notebook, you know? Yeah, but intent is not like that either. Exactly. Well, look, by the way, let’s put a little shout out for another hashtag non-profit radio yes, i can’t say that we suffer from too much you can’t follow-up it’s not however i mean it does well it’s respectable hashtag yeah tech non-profit radio no intend intent is definitely a very collaborative sharing. I mean, even for non members. Yeah, you have a ton of content available, you know about the year. Exactly. Yeah. This morning at the plenary, i was highlighting one aspect of intense content. And today was the research that we do so five to eight reports every year some of those we do by ourselves because we just need them to happen on others we do with partners or sponsors. So them, the most recent report is the state of the cloud, which we’ve only done one previous time, and that was four years ago. And the difference between that report and this report is that now one hundred percent of people responding said they use at least one cloud tool, whereas that was not true four years ago. So looking now, okay, if we do that report again in a couple of years, what’s the difference, then everyone says they use at least to everyone, you know, clearly that’s the trend. So but all of that, i mean, that report and all of the rest of our research you can download even if you’re not remember. So go use that knowledge, especially if you’re trying to make the case to your board or to your staff that you want to change something the research is there to support better decision making and ten dot org’s because you don’t know now intent. This’s. Eventually i’ve been to your nine nine because i’m a member yet that i’m a donor. Yeah, in a nosey where’s, the you’re underpaid should be lobbying for double double n t e end. But it’s non-profit technology enterprise network that is the original name when we were incorporated by what happened to them. Well, i’m pretty sure that, like on day two, after having that name, enterprise didn’t make any sense. I don’t even know really what enterprise was meant. Teo really symbolize a lot of people, actually think, you know, just cause they haven’t looked up. R r incorporated name. Ah lot of people think the e stands for education, so we’ll get we’ll get people writing to us. Say, non-profit technology education network, which sounds great. It’s, not us. Maybe that is an organization out there, but yeah, do not donate to the non-profit technology. Education work, right? Yes. You want to give to end exactly the legitimate riel and ten? Yes. Okay. Just a little novelist thing about. Yeah, in the ensign history. Yeah. If antennas ever a category on jeopardy. That what does the e stand for? Could be one of the topics. Yeah, and you will get it right. Enterprise. A village, it times. You’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive durney martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website philanthropy dot com fund-raising fundamentals the better way. Dahna okay, but no it’s very collaborative. Now, even, you know, if you’re not a member, you’re welcome tow to the to the club’s. Yep. Throughout all the way. Yeah, yeah, we have tech clubs that air in the u s in canada, in poland. Yeah, and if you want to start one wherever you are, happy to help you start one, even if you don’t intend member, even if you’re not in in ten member that’s. Wonderful. Yeah. Ok, so that so you’re fostering that kind of exactly hearing and this is no surprise. I mean, there’s, you see, you know, we’re not an association. We are a c three and we have a membership because for us, membership helps us know that we’re either on track or we’re not. If nobody wants to join anymore, then we’re clearly not delivering value. And if people want to join and they want to renew, okay, then we’re on the right path. You know, it’s an indicator for us, it’s, not our business. We’re not an association, and we’re never going to achieve our mission by saying everyone has to be a member, right? If if our mission is really that all non-profits are able to use technology to really do their work to really meet their mission. Well, we can’t say they all have to be members because then it’s gonna be even harder to reach an already impossible mission, right? We’re creating way too many barriers for ourselves. Yeah, actually, that’s what i admire about the organization i do embody that also where you share on non-profit radio month after month after month for three years. Now you kayman after that. You came after the hundredth show? Yeah. Hundred schnoll was your first. Yes, it was my very first. We’re coming up on three hundred this july. Yes. So that b two hundred sho? Yeah. Four yearsworth. Exactly. Yeah, and thank you. Thank you for giving me access to your stage. Yeah, very welcome. Anytime. Yeah. You’re going to stick it out through july, right? I think so. Yeah. Three hundred? Yeah. Six years. Okay. Back-up let’s say, you know, this is our opportunity, our annual opportunity. Tio recap. Inten yeah. Uh, right now we know the mission. Of what way do you want to become a member? He’s? Very like me to say affordable, yes. Very reasonably accessible, accessible. Yeah, like, yeah, it’s. Not cheap. Okay, yeah, we’re accessible. Yeah. Run that down. So if you are for the most common situation, is that a non-profit has less than five hundred thousand a year? Is your annual operating budget that the majority of non-profits non-profit radio listeners? Yeah, exactly. Yet. So it’s seventy dollars for a year for all of your staff to be that members all your staff, the whole organisation, as many people as you want to have joined. Exactly that. If you’re at that budget level that annual revenue with an annual budget of a half million dollars yellow as many people, you can stuff into a membership welcome for seventy bucks. Exactly. And you save three hundred dollars on all of those people coming to the ndc. Um plus, of course, there’s all the benefits he around, you know that aren’t just here at the ntc, you have access to webinars either at a reduced rate or for free. So for example, you were just on one of our ask the expert webinars and noser those air free. But they’re only open to members. So you get to talk to smart people like tony every month and ask question about all different topics on dh those have really spanned, you know, sometimes like yours was on podcasting, so much more niche, but then there’s others where they’ve been about, you know, finance or hr, what are the tools for that? What are the things i haven’t even been thinking i’m supposed to be doing? You know, all kinds of topics on dh, then outside of education discounts and auntie si discounts, members are promoted through all of our content channel, so you should be submitting a guest article for one of our topics each month. There’s a different topic on the website participating and research participating in tech clubs. You know, we want to make sure that if you are remember, we’re promoting you up and you’re getting access to leadership, you’re getting to be a volunteer and have you no access to new skillsets through that mean, really, we want to make sure if there’s something that we d’oh or something that we can do that helps you in your career were providing that avenue throughout town about thie over half a million dollars a year budget what’s the what’s the cost there for membership. Then the costs go up by your operating budget kind of level. So under five hundred above above that up to a million and there’s tears from there. But even the highest here, i believe, is three. Thirty five. Oh, my god. So even if you have millions and millions of position, right, three hundred thirty five dollars, right? So we’re talking. Yes. Accessible? Yes, exactly. All right. Well, should we? You know, we should, uh, a little more a little more about the ntc because we wait. We kind of glossed over where we’re sitting right now. Yeah, what’s coming up days two and three. So, yeah, so tomorrow we have at the plenary at least three different folks who are going to talk, you know, this morning we had ignites. So those air five minute kind of short conversations tomorrow are three key notes are going to have a really luxurious fifteen minutes to talk, and then we’re going to have a conversation together. And they’re all talking about different perspectives around digital equity. So looking at myths that we all may be ah participating in or believing when it comes to who is online, who has access to our beautiful emails were crafting every day, you know? And what does that mean as faras our own digital strategy for not thinking about who’s really trying to access our content? But we’re jumping all over, okay? And ten last year, this was an issue you and i talked about on the show was was encouraging. Uh, non-profits to do speak to the fcc to make comments about the deal was a digital inclusion actors so that’s that’s that actor’s past. We’ve passed that yet? Yeah, and we also last year had a report similar on a similar topic around digital adoption and whether organizations even saw themselves as part of that work, you know? So i think tomorrow will be a good kind of next next section of that conversation. Yeah, sensibility, but equity, exactly. Yeah. Accessibility, let’s make it right. Just because a library exists doesn’t mean we all have access to that library either, right or the times it’s open or the limited number of computers there, maybe. Or the bus fare to even go on our on the bus to get to. But, you know, all of these pieces contribute to us thinking, oh, everybody, you know, because this is san jose or because i live in portland and it’s a city everyone’s online, they’re not still write. So are different presenters were going to talk about some of those misperceptions both urban settings, suburban, rural settings, a cz well as larger systemic, you know? So who is making the tools we’re using that’s? Not necessarily all of us a right. So does that mean that they’re going to somehow make a tool? That’s really great for me if if someone like me isn’t part of that process, so just kind of raising a lot of questions, i think i don’t know that there’ll be a lot of answers tomorrow, but there’ll be a lot of questions on and then we’ll have a bit of a conversation. So i think that’ll be a good day, too. You know, the first day we got to feel things out, meet some new people. Tomorrow we can go a little heavy, and then on the final day on friday, we’ll have more of those ignite presentations. And the theme for friday’s ignite is it is oh, makers n p tech makers today was my blank career. Yeah. Yeah, makers. Friday, what’s makers, makers. So these are people who have made a tool there, people who have made a community there, people who have made something inspirational in their life. They ve made a physical space, you know, they’ve they i think folks are taking a pretty diverse definition. Turn on friday. Yeah, yeah, but i’ve had the opportunity to hear all of their talks ahead of time as they submitted their slides and came to rehearsal. And they’re kind of all over the place. It’s going to be great. Okay. Yeah. It’s ignite sessions, your slides move automatically. Your whether you’re ready for them to move or not. Right. Exactly. Every every how many seconds? Every fifteen seconds. Yes. All right. Yeah. You got to keep pace with your slides. Exactly. Your husband max, is stage managing. Yes. Oh, he’s there with a stopwatch, i presume. You know, wave automated that power but it’s every fifteen seconds. Yeah, exactly. And you know it’s surprising how much you can say in fifteen seconds if you planned for it. If you are someone who you know is going toe into it your way through your presentation you’re waiting for to slide, to pop up and then you kind of react to it. You will never stay out of it, you know? You have to have thought ok, i could only make one point per slide, right cause fifteen seconds. Just going to fly by. Yeah, ignite. Yes, yes, i think they’re a spectator sport. You know, that’s why? They’re great. That’s. Why? They’re great for the ndc. So what was the reaction today at the my blank career ignites? They were really great. They similarly, we’re kind of taking a few different paths. There were a couple folks whose ignite story personal story was more about, you know, reflecting back and thinking, oh, i actually have had a career, you know, first is all these different jobs that at the time felt like a totally different path every time i took the, you know, took a new job. Now, looking back, i can see there is a through line, right? And there was some sort of purpose to all of this on dh then and then a few folks talked about kind of challenges that they’ve had. So, you know, in my career have i made the right decision. Or was i really kind of living the values i said? I wass or was i kind of leaving people in the dust as i went through there? So i think there were some good contemplated sessions and some some funny ones, as people realised, you know, for example, molly. Her title was my cheese castle career, because in wisconsin, she worked at the mars she’s castle, and, you know, she learned some valuable career lessons while working in a cheese factory. So, yeah, we’re learning every day, exactly, exactly, technology. Wait, we should teo little more shout out about about intend, okay, the features of of what you’ve got going on, whether or not a member, you know what else is happening there. So i think some of the biggest stuff that’s goingto go on this year twenty sixteen wise for antennas where, where? Changing a bit of what we consider our educational programs and, you know, it’s twenty sixteen it’s pretty easy to come across a webinar on the internet, you know, and we’ve always held very high standards for content that was in a, you know, an online program like a webinar for ourselves, but that doesn’t mean anyone else knows that our standards air different than anyone else’s on dh. So what we’re going to do this year is change that focus and have it be really explicitly on training. So if you want to participate in a program with us, even if it’s a one time program there will be learning objectives, there’s, homework, there’s, riel, riel training that outcomes that, you know you’re getting on dh, that you can actually do a number of those and have them add up to a non-profit technology perfect. Professional certificate so if you complete enough programs in, you know, a year will be able to give you a certificate creating a sort of exactly and ten certification yet exactly. Oh, yeah, and that way, folks, you know, that we’ve heard from for years have who come to intend for training because a there’s nowhere else maybe that they thought they could go or was directly on the content that we had, you know, four non-profits on technology versus just maybe technology for anyone or more business focused, but also that there’s some sort of validation, they know these things, right? I mean, i think a very common story you’ll hear even at the anti sees that people say, you know, i was hired to do x i was hired to be the communications manager, but actually, i’m now in charge of our website, you know, i’m working with our advocacy team on all of our data management, and i want to prove that i have technical skills, even though maybe that hadn’t been written into the job description when i was hired esso i could i’ve either get a raise or maybe go to a different team or go to another organization, but i can’t i can’t prove i have those skills, you know, cause i don’t have my college degree in this topic, you know, tc conferences, right? Exactly. I yes, i have my own learning, but i don’t have a way of proving exactly what this is all led to exactly. Yeah, yeah. So that, you know, we’re not trying to say this is like your master’s program or anything exactly it’s professional certificate to help you have that proof that someone else can stand behind you and say yes, you know, tony really does know these things. Okay, you know, what is this certification called the non-profit technology professional certificate. Okay. Very aptly, yes. You know, i believe in naming things for what they are. No, you’re non-profit radio, you know, that’s what it is. Okay, so you haven’t rolled this out officially technically yet? No, we’ll be announcing it at tomorrow’s plenary. But, you know, the kind of shift in training away from more one time webinars that feel, you know, like you showed up. And then you left into webinars that have those riel learning outcomes. That’s that’s already kind of a shift. That we’re making in our scheduling and planning for all of our program’s going forward. So we’re going to see, like, two credits, this this will be we probably won’t call them credits no, because it’ll just be a class a program, okay, how do you how do you lead to you? How do you know what you need to do to get the certification? Ah, well, first it’s all on the website, but there’s a corps. So, you know, no matter what, you’ll take this kind of ten week, make sure you have skills across an organization, and then you just have to take five more more courses during the rest of the year. So you just pick oh, this one really interest me or i want to only do one on fund-raising because that’s, where i’m trying to prove i have these skills or, you know, so you kind of choose or they’re kind of like electives, you know, the rest of the time, okay? Yeah. Yeah, just one certification, not different tracks. So i know now is this ash, shepherds, department abilities and he’s education? Yeah. He’s, the education director. S o he’s. Certainly deeply involved, but like anything it in ten. This is every all hands on deck. You know, everybody controlled contributes yet exactly because at the end of the day, it’s going to take communities and take membership. It’s going take marketing. You know, everybody is gonna have to be a part of it being successful. Okay? Yeah, we have another couple of minutes to get. Okay, what else you want to shout out about and ten for twenty sixteen or maybe even ntcdinosaur nt s o the twenty seventeen ntc will be the same dates is this year, so you can go ahead and reserve on your calendar now, march twenty to twenty five. Just the you know, the full four days for however, everything that plan’s out so same dates and we’ll be in washington d c back at the gay lord where we were that we were we’ve never been at the gaylord. Where at the wardman park marriott wardman park. Oh, that’s. What? We were looking for something else. I’m sorry. No it’s. Okay. It wasn’t a competitor to intend. No worries on wardman park that’s where we were two years ago. Right it three years ago, however many years ago, it was yeah, for the fort fourteen. Auntie si for the fourteen. Because there’s. Sixteen and then we’ve got every three years. Yeah, back. Yes, yes, it was marriott wardman park. Cause i was shout out the beginning of the buy-in beginning of every interview. Sure, mary-jo? Yes, just okay. Okay. So that’s twenty seventeen, same dates. More? Yep. So, anybody just i mean, same processes every other year so anybody can submit a anti seizure shin idea. It could be a session that you want to present. It could be a session that you want to attend and you know, you’re basically saying, please, someone delivered this session for me because it’s what i want to learn on and that will open at the end of may, and that will be open for six weeks. So all the way through june and then in july and maybe a little bit and august, i think mostly in july is when everybody convert on sessions help filter down that list we normally have between four and six hundred submissions and there’s only going to be one hundred twenty, two hundred thirty on the agenda. So the voting really helps us. Yeah, and that that way by the fall we can say here’s the lineup and registration opens november first. Okay? Yeah. Twenty seventeen will there be? You think they’ll be anti seek conversation again next year was too hard to tell whether we’ll be. Yeah, i dont evening or converse is yeah, we don’t have a lot of knowledge as faras those services will be something they’ll be. Something goes you can’t go. Yes, exactly. There’s always something. Even if it’s collaborative notes there’s always something for folks who can’t come. Okay, yeah, i’m proud to be the host of ntc conversation. Yeah, everyone of the sessions at the end of the day is going to be uploaded yet on dh available on soundcloud on the ten sandorkraut account. Yep, exactly yet. And we’ll post them all on the ntc website on the ntc conversations page so you can just click right through the agenda. Okay, yeah, in the coming months, we’re all going to be out non-profit radio exactly as well. Every sample work it’s true. Yeah. I’m awesome. Thanks for having me. My pleasure always. Hey, twenty martignetti non-profit radio coverage of twenty sixteen non-profit technology conference the hashtag sixteen ntc thank you so much for being with us. Volunteered training long distance is coming up first. Pursuant their tools are made for small and midsize non-profits that’s why their sponsors? It fits perfectly. You choose what he works for you and leave the rest behind it’s like ala carte fund-raising management. Very simple. Check out the tools pursuant. Dot com crowdster continues their deal for non-profit radio listeners get thirty days free or fifty percent off. You could try a crowdster peer-to-peer fund-raising sight completely free for a month. Or take the half ofthe deal that means pay for a month and get a month free. Sign up for two months. Get two months free it’s for for two or six for three or ate for four. You see the pattern developing its its doubles. Or you could take the three months. Claim your deal at crowdster dot com in the chat window. Tell them you’re from non-profit radio and choose which deal you want now. It’s. Time for tony’s take two it’s blue pedicure challenge reduction. Just like where in the world else would you go? The blue pedicure challenge returns. This is part two of me in the salon after my friends from high school challenged me to get a blue pedicure if they got metoo three hundred facebook likes back in twenty thirteen i do the powerful treatment, of course you gotta have the callous removal, the color application and of course the drying follows immediately. I know, i know, i know a lot of you know that men may not, but you gotta have the drying. If you’re gonna have the color, you gotta have the drawing. You can’t have that you can’t have the color without the drawing gotta have the drawing and it’s there the redux video is up you know where to go tony martignetti dot com and that is tony’s take two live listener love! I can’t shout you out by sitting state because we’re pre recorded today. However, you know that the love goes out the love always goes the love is going it’s just not pinpointed love but the live lesser love it’s coming it’s coming right to you it’s going and it’s coming going from here it’s coming to you goes and it comes you have it, it’s it’s in your lap! Live listener! Lap live! Listen, love podcast pleasantries, whatever device whatever activity wherever, whenever pleasantries to the over ten thousand podcast listeners and our am an affiliate am and fm affiliate stations affections to each of our affiliate listeners, i know you’re out there, and i’m grateful affiliate affections to the affiliate listeners here are chadband hman and ashley turner with volunteer training. Long distance also from ntcdinosaur welcome to tony martignetti non-profit radio coverage of sixteen ntc non-profit technology conference in san jose, california, at the convention center with me now our chad limon and ashley turner. Chad is director of development for the kneel squire society and ashley turner is communications manager at options for sexual health. Chad actually welcome. Thanks. Tulani. Pleasure. Pleasure to have you with unison. We’re in sync. So coordinated. Yes. Your session topic is here, there and everywhere. Distance volunteer training. Ashley, do we need to get our mind set first? Just being willing tto recognize that there’s value in doing training for volunteers? That is not face-to-face we just have to get our minds right first. Is that it? Yeah, i think we do have teo to adjust to it a little bit. It’s? Definitely not. Picking up emmanuel and reading it anymore. It’s definitely much more involved, but it also gives us the ability to do a lot of different things and made a lot of different learning styles. Yes, learning styles. Chad let’s. Say something about how do we know what different styles are out there among our volunteers? Yeah, so there’s in general, four types of learning styles, visual learners, auditory learners reading and writing and kinesthetic. The truth is, we all learn a variety of ways, but some people have preferences in town. They prefer to learn are they learned bath so providing things through mobile multiple modalities can help people learn retain better and so doing that to be a distance. Actually, some benefits because you had to newsome technology to, like, show video or play audio or have pictures a supposed to sometimes like face-to-face someone standing in front of you in the room. Okay, how dispersed are your volunteers at the kneel squire society? Their throat canada throw canada latto ours in our burnaby area, but our model provide has volunteers and clients. I can’t make it to her office, able to connect through ah live on one on one computer training, so it allows us to reach people that otherwise we won’t be able to reach in actually grows our impact with instead of having just people that come in her all this month. Monday to friday nine to five volunteers khun do their tutoring or training afternoons, evenings, weekends, whatever works best actually allows us they reach people that otherwise you wouldn’t okay actually options for sexual health. Are you canadian? Also? We are yes. Okay, are you equally dispersed or we’re not all across canada, we’re just in british columbia. We have sixty clinics that operate through a british columbia, and we have volunteers at about forty nine of those clinics. So we definitely do have a lot of geographic reach. Okay? And in terms of our volunteer training is this we’re doing this virtually ongoing is not just initial training, but is there a need for continue training as the person goes through the life cycle of a being a volunteer? Yeah, actually, yeah, absolutely. So right now what we’ve done is we have the online training that kind of sets are level one, volunteers up to b level two volunteers and after they’ve done the level to volunteer training than what they can do to continue their own education is participate in our webinars and our clinical webinars, as well as repeat the training in the future if they want to continue their education. Okay, what? What distinguishes that duvette levels? Yeah. What kind of question? So for us in our clinical setting level one volunteers to a lot of good men work. So they’re the backbone of the clinic there’s supporting the clinic. They’re providing any attention and support that our staff need our level. Two volunteers are providing contraceptive education training, so they are herbs. So i volunteered around the contraception with the clients that come in. So they’re providing the education for our clients. And with that, the training that we give them allows them to sit with the clients, provide the information, educate them. Okay. How about kneel, squire? What volunteers doing there? Yeah. It’s a very different from ashley’s works where they have people working in clinics. Love. Our volunteers are basic computer trainers, computer tutors. So the mount training we have is definitely not as long. Or his deepest ashley’s eyes more just helping people like use of the technology that used to set up and give them some teaching best practices, toe health um, being, in fact, impactful tutor. Okay, all around it. A technical learning. Yeah, yeah. So it’s and it’s really driven by what the person the disability wishes to learn. So perhaps i want to learn to how to use, like office or word or excel and that’s. Great. Maybe they want to learn how to use facebook to see what the kids are up to, our snapchat or whatever, right, so it’s really driven by like what their needs and their goals are, and then the tutor because it is one on one they work with, um ah, i’ve thrown pacing and see the screen from their screen. Um, connected them, and we’ll help, um, meet and work on their goals. Okay, all right. So let’s, talk about some of the strategies xero we all can benefit from and for virtual volunteer training. Who wants to start with some strategy ideas? Yeah, we talked a little bit about this in our session. Where there’s different tools, i can allow you to kind of help do others online. This is training. A lot of ours has done synchronously like through a webinar. So the volunteers that we’ve recruited come in. And we do an online training session with, um and it’s the same platform that they will then use when they connect two their participants there tutoring along the way. So there’s synchronised sort of learning that kind allows us to connect in real time to do some skilled developments of technical testing with the person. Make sure the computer is writing, enable and helping them the skills they need. Ashley has ah, different model that they do their volunteer to anyone. Go ahead. Yeah, so we use model, which is an asynchronous model. And basically, what we do with our volunteers is there’s eight weeks of training where they participate around two to four hours per week. And they are longing into this middle course so that they can read and view different videos and discussion forums and quizzes and journal post so they are very much involved in as charges, saying earlier we use different methods to kind of get the learning happening. Now i let chad slide on durney martignetti non-profit radio have jargon jail, let it slide on the secretive so you can you can get him out. Everyone may not know what on a secret his toys, i have to pass it back to chat. Sure you’re on top. Well, chad, get himself out. There we go. There we go. I document grieving climb out of it. Yeah. So synchronous would be, like, live real time learning. So like, for example, in education, that would be like you’re in a classroom together. So today we’re all doing this. So synchronous is like a live, real time sort of thing. So technology tools enable that might be like, ah, twitter chat might be ah, weapon are those would be like synchronous examples where asynchronous is sort of at your own pace or your own time. So if the synchronised is your classroom, asynchronous would be like your textbook but someone could work for. So the model platform that we both use but actually uses for volunteer training. It’s like a website. But bill specifically with learning places, pieces in place, right? So you can have a form or quiz, and that all comes as part of it. You just kind of literally click a button to add a new quays, and they start taking your questions for people along the way. So the best method really is a bit bland. Tohave, you know, some live face-to-face time to build some report, but also have some asynchronous things to support people to ganga with their own pace. The latto research shows that a blend of the both is really the magic sauce. Okay? And your session is going to be spent. Or you did send your special did it already. Pros and cons of different tools. Right. So, yeah, we talked that’s, let’s dive into boodle. Yeah, yeah. We talked a little bit about, like, volunteers and engaging volunteers that’s on the benefits of having a distance model and how it could grow your impact. And then we did talk about some of the different tools that we both use along the way. Model is an open source tool. I was free to download free to use our i pay for some of the host because i don’t want to worry about administrating a server along the way, but and it’s ah totally open. So we’ve done like a lot of customization at our work to try to make it more accessible to people, the variety, different abilities or disabilities we’ve built, like a scream leader for our site, we built a custom youtube player to allow it to be easy for someone as low vision doctor control the playback of the video, so we’ve done a lot of work try to customize it, to make it a simple and easy as possible for people to use and that’s the beautiful thing with open source is you kind of have you can tinker and play and adapt to meet your own personal needs. Ok, actually, what would you like to add about boodle? Yeah, one of the cons that we’ve been experiencing lately is we’re using an old version of mood or one of the cons. You’re one of the concerts that we’re using the old version, so we’re having some things that are starting to not work the way we want them to. So i mean that the pros of open source is that they’re amazing and you can customize them and you can make him do the things you want them to dio. But unless you have someone who is an expert on site upgrading them to the new version when the new version comes out could be a real challenge now, is that a cost? Reason is that why? Why you? Using an older version cost and time i would say the to kind of go hand in hand non-profit a lot of the time but absolutely it’s it’s a cost issue. It would cost time and money to get up to where we wanted to be so okay, yeah, okay. Anything more about boodle that we should share with listeners i want to get yeah, just like it. No one’s looking at building a learning platform i would say give it a shot. It’s used by over, like eight hundred thousand universities worldwide. The open university in the uk uses it and it supports over a million people connected to it on a daily basis. So it’s super robot! Some people have this misconception that always open source software is going to be flaky. This is this. Like rock star, six, super well supported by the community, their head office there in australia. But there’s. A number of, um, oodle connection, sort of communities around there that you support the australia. I don’t know about birth and the world. I love australia. One other thing i love. Australia doesn’t, but i do look now. Okay, so we have exhausted boodle anything more you want to share? My little quick thing to add is that our volunteers, regardless of kind of how tech savvy they are, they do, for the most part find model quite easy to navigate and quite easy to understand. We do have to give them a little bit of set up and support and getting used to it, but once they’re logged on the majority of them, do you find it quite easy? Deals for the interface is is good even for low, low tech sophistication. Absolutely. All right, another one you were goingto we’re going talk. Teo gotomeeting both using goto or no, i’m using another tool called blackboard collaborate on it’s a webinar tool very similar. I mean, i want to talk about gotomeeting oh, you’re taking over the show. I’m sorry i had to yours. Us what again? Blacks missed it so quickly. Yeah, very carefully. And latto the tool that i’m using is called blackboard collaborate. One of the reasons why we went with that tool is because its primary markets education, the united states education i states is like super well regulated around accessibility. So law of accessibility features that some of our users would need are there in that platform comparatives on the others that are on the market at the time when we chose that other tool, i’m sure things have evolved in the last few years. Um, and the other thing that with the r black or collaborate licenses, i can kind of set up infinite webinar rooms they haven’t synchronously. So i have, you know, an online career program that people in bc might be doing, and then that could have four five different webinar rooms where people are doing one on one volunteer training and then a wellness program we’re going on in the eastern side of the country allows me to kind of have one interface where can manage all these different rooms and tools, and and it works, you know, when it works, it works really well on this job of bass. So it works across platform. Is that is that open source also know is not open source? No, no, no, the open source of equivalent that is, uh, we’re going take a serious look at coming up is called big blue button. So is again a weapon. Our tool, but it is open source on dh. We’re starting to investigate that and attempt to kind of drive down costs. Actually, you are not using the blackboard collaborative. No, we’re not. We’re actually not using anything for our volunteers. Currently we are using go to webinar as something that our clinical department is utilizing for education purposes are volunteers do get to access those weapons, as i mentioned. But we’re not using it as a part of our training, training, training or? No, not yet. Okay. What other weather tools were you? Did you did you evaluate? Ah, when we looked at blackmore cola and going black were collaborate. We looked at about five or six other ones along the way. A lot of the weapon our tools are or were flash based use flash which for people with disabilities, especially the vision and disabilities. A screenwriter flash could be a real problem. Some flash is accessible, but a lot of them they just get like this. You know, there is an apple it here and have nobility that control. Click the buttons. No was going on at all. So for us, that really narrowed the scope quite. Quickly, um, when that is something, the tools are really not accessible toe portion of our users. Okay, why don’t you just name name you name a couple of them that you’ve got because others, you know, others may not have the disability population that you have. Yeah, yeah, one the ones we looked at was ah, adobe connect, um course, adobe flash based like, not not a big surprise there. Um, we did look at the goto webinar meeting, but i didn’t kind of have that like that back in ability to manage a bunch of different rooms and set it up. Um, i think what else we did look a big blue button when we chose black work elaborate, but it was very it was very new at the time, like it wasn’t polished, they know there’s a missing certain features at that time that have come along since then. Um, i’m not i i did try to use likes on google, plus hangouts that can i duck tape some skype sessions together sort of thing, but that i didn’t have this sort of a mean in the back and that, though one of the kind of quality control things that we have with the black work collaborate is all the weapon our sessions. We have set for one, one tutoring to record. So if ever there is a complaint like, hey, you know, he was offensive to me, or he wrecks something, our blob of law, we can actually look at the recording and for the investment to is great cause they could go back. They could wash it archives. So they showed him, like, oh, how’d they get my pictures off my phone? And what did i do when i’m missing? They can actually watch that recording of class of that learning material stays with them before. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they are levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end, he hosts a podcast for the chronicle philantech thirty fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. Dahna actually, you’re nodding a lot. That recording is important. We don’t actually do that. I’m just nodding because i think chad system is awesome. I think it’s, a really great opportunity for learning, so i’m jealous, just sitting over here, being jealous of that system, okay. Ah, what else you had, like, a ninety minute session? What else have i not ask you about? Actually any more tools that we haven’t talked about? No. Okay, if you were going to do like aa one toe one sort of tutoring again, the reason i chose weber thinks i fifth of multiple different learning programs. We haven’t organization. If you’re just going to a one to one tutoring, i think you could go with this guy sort of thing that another great tool is teamviewer it’s. Super low cost. It works like on your phone to connect or whatever. So, you khun connect on sloane’s computer pretty easily through that. So that that’s another to live sometimes uses back back and support in-kind of game thing. Set up a second cents on a length or they can kill, like click instantly. I can see their desktop of screen allows me to, like, fix their audio settings or, you know, once the spyware tools or whatever, like, try to get the computer. So it’s healthy enoughto tulani teamviewer teamviewer teamviewer. Yeah. Yeah. Okay. Wait a couple more minutes together. What else? What else have i not ask you about that? You want to share around this whole idea of volunteer training? A virtual volunteer training? What else? We got it covered. I think i might have. Mentioned this a little bit, but just to expand on it. One of the riel awareness is i had when i was preparing our presentation was i was thinking about are we did a program evaluation in two thousand fifteen, and one of the things that came out of that is that a lot of our volunteers have said it would be really great to have a level one training similar to the level to training and there’s no specific training for level ones, and i went well, no, they’re actually is it’s just a emmanuelle that you’re not using, and it really spoke to the fact that when we have such a distance between us and when we have different sites in different locations and different staff members that are working with the volunteers in order to have consistency, having the online training is a really key piece of the puzzle for us, like having the ability to have everything connected, everybody connected to the same piece of the same time really gives the opportunity for the volunteers to be on the same page no matter where they’re located. Yeah, chad, this idea of connectedness totally, yeah, i couldn’t. Agree more, and it really allows, like to grow the impact of, like you’re working your organization, right? Not everyone that you want to serve or that could help you, and further your mission lives in a five minute drive or short bus ride away, right? So really allowed us to go from ah very successful award winning program was delivered at our office to something where doesn’t matter something disability isn’t able to get out of bed or that they live in a rural town and have difficulties. Transportation like we can really meet the person where they are through using these tools, right? And so it really grows are impacting allows us to in-kind scale at a really small cock, i felt like i was going to open a new classroom somewhere, you know, rent light internet like you knows tons of the cost of that right or for me to, like, deliver connected sametz computer home is, you know, just the price, my weapon or to one, it doesn’t cost me more to add another weapon, our room, right? So it really allows us to scale or impact at minimal to no additional cost kottler let’s talk. A little more about something you mentioned earlier. If you’re around open source that it’s not gonna be reliable, whatever it is sabotaged, you know, wherever deep fears run, where can we lay some of these concerns? Yeah, i’ma hoping that that that’s been put to rest those promotion, every web server runs on a limb it’s background, a tip ashy, both open source tools. You know, it’s an allows things to grow beyond the control of one sort of corporation. Anything along the way, right? The world is big and beautiful, there’s lots of smart people that contribute add things along the way. So i personally feel that when you close your walls, you’re closing yourself to innovation and and to the community. Right? So it doesn’t dahna it’s a model that i prefer to support, the open sources, can i connect people to grow and there’s created huge culture like around model. There are tons of different plug ins that people have built along the way is with learning management piece is like solid and totally works. You could build things for it. We built and releases shared les screenwriter so, like, if you get anyone can add it to the site and it just allows you got texas page there’s a play but beside it so you can listen to it. So that means different learning styles, different disability needs and sometimes, like, you don’t really want to read like the twenty pages again, like, just play any kind of listened through it, right? So that’s, just like one examples on that we’ve built it was a huge community that built like different sort of layers for the pages are different toolbars, so it really allows things kind of grow abandoned and meet more people’s needs as well. So actually open source, you’re you’re a fan so far. Yes, i have to admit i’m very new to kind of a lot of the tech things and i’m not very tight check knowledgeable, but what our experience with open source has been has been fantastic and as somebody who is relatively new to the to the tech side of things, i look at it as something that is easy to customize and therefore easy for us to learn and adapt and get what we need out of the open source dahna it’s actually valuable, you know that you’re not you don’t have a tech the tech background yet. It’s. Not anxiety producing for you, you know you’re not. You’re not afraid of it. No. Like a minute left. What do you want to leave people with around this idea of virtual volunteer training? Actually, what do you want to wrap up? Our volunteers in our organization are the most valuable asset that we have their amazing, and they deserve to have the best opportunity to get the training in the knowledge and the education, and we feel that providing it through technology has really benefited our volunteers. Yeah, i would say in doing some things online, you can actually do things that you totally couldn’t do, like in a classroom like having ah, pulling on there are having that sort of recording and playback having options to kind of share screens are too around websites the chat box, right? Like, you know, when you’re in your typical class was like i don’t pass notes that’s totally flipped in a webinar like there’s a chatterbox, and i encourage people like to share our comment and how they feel comfortable, right? Maybe someone doesn’t feel comfortable like having their voice heard, but the type of messages feels safer for them, for whatever reason, our love like a lower buried entry, so a lot of people think. That all you know, when you start introducing technology on going at a greater distance that you, you’re losing something, but i think you’re also gaining a lot along the way and opens a lot of possibilities. Just tell me, what do you love about the work that you’re doing? Um, i will well, i’ll give you the short version, but when i was going to university for computer science, it came apparently pretty quick that was never going to be the smartest nerd in the room at all, so i had the opportunity to do like a summer internship at the kneel squire society, and and that really resonates me. We’ll have the opportunity used technology to kind of help people along the way, and i’ve had loss of amazing opportunity to kind of do that in other settings. I’m on a couple different boards now that how technology helping education helped run a local group of vancouver that helps non-profits use technology so falik technology can help people and change lives is like a really sweet spot for me to kind of use that nerdy part of my brain. I don’t want to be a coder and a cubicle for the rest of my life but helping people and helping the allies to technologies, presidents latto actually, what do you love about your work? I started as a volunteer with the organization. I fell in love with the organization and with our mission in her vision and just want to keep working towards making a sexual health accessible to everybody. Nbc and our volunteers. They’re such a crucial part of that that i’m glad to support them in any way that i can. All right, you’re both making a big difference. I think you’re part of it, right? You’re in it every day. Thanks. Thanks for your time, tony. Thank you. Chad. Chad lehman, director of development of kneel squire society and ashley turner, communications manager at options for sexual health. Thank you so very much. Thank you. Tony martignetti non-profit radio coverage of twenty sixteen non-profit technology conference. Thank you so much for being with us next week. Eight areas of non-profit excellence from the non-profit coordinating committee. If you missed any part of today’s show, i rebuke you. Find it on tony martignetti dot com. I think once per show is quite sufficient for ah, for the singing, i’m still very conflicted. We’re sponsored by pursuant online tools for small and midsize non-profits data driven and technology enabled pursuant dot com, and by crowdster online and mobile fund-raising software for non-profits. Now with apple pay crowdster dot com, our creative producer is clear. Myer half sam lever, which is the line producer gavin dollars, are am and fm outreach director shows social media is by susan chavez. Our music is by scott stein. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful posts here’s aria finger, ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gift. 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Nonprofit Radio for April 24, 2015: On Your Tech Horizon & Volunteer Issues

Big Nonprofit Ideas for the Other 95%

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Amy Sample WardOn Your Tech Horizon

Picture of Amy Sample WardThere are two trends you need to be ahead of: The web is becoming mobile-first and donations are coming in digital currency. Amy Sample Ward is our social media contributor and the CEO of Nonprofit Technology Network (NTEN).

 

 

 

Gene TakagiVolunteer Issues

Gene TakagiYou love your volunteers. But they have issues. Gene Takagi shares his concerns around liability; qualifying and training; using employees; and driving. Plus, we’ll talk about the issues around Sweet Briar College’s closing. Gene is our legal contributor and principal of NEO, the Nonprofit & Exempt Organizations law group.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I developed biliary calculus if i got stoned by the idea that you missed today’s show on your tech horizon, there are two trends you need to be away aware of and ahead of the web is becoming mobile first and donations air coming in digital currency. Amy sample ward is our social media contributor and the ceo of and ten non-profit technology network and volunteer issues. You love your volunteers, but they have issues. Jean takagi shares his concerns around liability, qualifying and training using employees as volunteers and driving. Plus, we’ll talk about the issues around sweet briar college is closing, genes are legal contributor and principle of neo the non-profit and exempt organizations law group you got antenna and neo and both on the west coast on tony’s take two thank you. Responsive by opportunity collaboration, the working meeting on poverty reduction that ruins you for every other conference i love having amy several word back on the show and here she is she’s the ceo hello, how are you good? I’m not used to getting to be on the first half. I know. I know that. Let me give you a proper introduction because we want people to know that your most recent co authored book is social change anytime everywhere about online multi-channel engagement and that your block is that amy sample war dot org’s and that on twitter you’re at amy r s ward for ah, ours for rene. Hey. Hello there. Hi. Yes. Congratulations on a very successful non-profit technology conference. Yeah, thank you. Thank you for being part of it again this year. I was thrilled. I loved it. And we haven’t played your interview yet from there, but but we will. It’s coming up. I had twenty five great great interviews from ntcdinosaur just last month. Right? Early march? Yeah, early martignetti i know. Oh, you cut out a little bit there. Are you on a regular ah, landline. I am on a regular phone. Can you hear me? Okay. Yeah. Okay. You just cut out a couple of syllables, okay? No problem. Um, let’s. See? So we’re concerned about google paying muchmore attention now, too. Mobile friendly sites. What? What is this? About well, i think we’ve all you know, we’ve talked on the show before you and i about way’s tio recognize in all of your different channels where folks are coming from and google as one of the probably main observers of where people are coming from was using the web has also noticed, of course, that you know a lot a lot of web traffic weather, that two things we would consider social media, like twitter and facebook for just general web surfing looking things up on websites is coming from mobile devices. That doesn’t just mean somebody smart phone, it could be a tablet, you know they’re not sitting at the at their desk on a full computer, and the experience of using the web on a smaller device, especially when you don’t have a full keyboard can be unpleasant, to say the least. You imagine trying tio apply for a job or fill in a donation form or, you know, even write more than couple sentences on a lot of websites. It’s really tough to dio? Yes way! We’ve all had that frustration. Yeah, and google has already made adjustments in their algorithm and in other pieces. Of how you experience the web to try and support the best experience you can have. And this week they also added into their algorithm, teo help support search result rankings whether or not the content was mobile simply so if you were doing a search on your smartphone for something you probably want tohave prioritized for you, content that you will be able to read once you click through on that search result, right? So it isn’t necessarily saying that if you if you don’t have the most beautiful, mobile friendly website, that you will no longer show up in search results there or anything like that, it’s, just helping people on other devices hopefully find content. They can read easily on the device they’re using. And google says on their, uh, their blah ge. And i’ll include the linked to their announcement of this in the takeaways on the facebook page that this is going to be a quote, a significant impact in our in our search results. Yes, so this’s something that yes, you and i have talked about it. But now, because google search is changing its algorithm, it’s become quite a bit more urgent. Yeah, i think it’s become more urgent, and i think it also, um, you know, it will certainly impact what people think about when they’re thinking about search engine optimization. Ceo a phrase that anybody who’s ever tried toe look up, you know, how do i make my sight? Hyre in search results, how do i make my sight easier to find? Seo search engine optimization is the term that they would have come across and traditionally best practices around ceo were things like, you know, making sure that your titles had a title tag so that search engines could find what the title of that page was easily and, you know, you spell out people’s names that aaron photos so that they’re, you know, linked and associated with that page, things that were about the text and about what would be called the metadata behind the page, the things that maybe don’t show up but that a search engine can still read and tell what’s on that page and you know, at least this is being transparent and everyone’s being told exactly what they can d’oh, which is great, but it just means that when you’re thinking about search engine optimization, it isn’t just content and metadata is also how accessible that content is for people that might want to read it. And this this only applies in terms of the google search results. They will only be hyre analyzing for hours or or indexing for mobile friendly sites if you’re doing your search from some summer night mobile device, right? Like you said, phone or tablet cetera. Okay, okay, now it may not be for everybody. I mean, maybe maybe there are sites that don’t have very many visitors coming to their site from a mobile device. That’s true, i think everyone should be checking their analytics on your web site c see what portion of web traffic you already have from from mobile devices. I know at and ten we have a lot. We have around a third of our visitors, especially when you drill down into people who visited the site by clicking through from one of our emails when we send out an e mail for example, our monthly connect newsletter, which is a compilation of guest articles from the months a lot of people reading that and clicking through our reading on a mobile device. So for us, we knew that was really important to make sure the site was accessible in that way. But i know there are plenty of organizations who haven’t made made updating their website to be more mobile friendly a big priority, because when they look at their analytics, they see so few people coming that’s kind of ah, catch twenty two argument, of course, if your site is just impossible to read, well, people aren’t had come or there at least not going to stay on the site, so then you won’t have those hyre numbers, but if you do know your audience and or you know you’re content, maybe the content you you have is something that inherently is for people who are on a computer looking it up. You know, i recognize there’s, some nuance, that argument, but i think for most organizations, it is something that we need to work on doesn’t mean you have to drop everything you’re doing and make sure you have a mobile friendly website by monday morning, but i think recognizing that it is important and will only become more important going forward anyway, we can start making certain changes priorities now and build out for more complete mobile friendly websites. Overtime. Okay, thank you and thank you for keeping this all in perspective. And that was why i pointed out that it’s just search results that air from mobile devices. So while you may be impinged, you’re not going to be lost in certain google search results, okay? Let’s keep things in perspective, especially single, especially since my sight was flagged by beth cantor as being non mobile friendly when she was if you block this issue and she was talking about you being on the show, and she pointed out that tony martignetti dot com is not mobile friendly. Thank youfor, yeah, she called it right out, but what i would say and this isn’t a biased opinion because i’m on your show. I think that there are a few different kinds of web sites when it comes to qualifying for being not mobile friendly, so their websites that you click through and of course it looks just like it does on the web on your phone, which is how the tony martignetti site look, but when i’m looking at your site on the web, it’s also pretty straight forward, right? There’s a big main section of posts of content and then a sidebar. So if you are on a mobile device, it’s easier to just tap that main column and view that content, then say, if you were on, i mean, we can even use the antenna website. Our home page looks just like yours that you know you’re going to see the full thing just zoomed down into a tiny device, but because our home pages and designed like yours where they’re just kind of one column of content and then a sidebar it’s difficult to know how to drill down how to tap and scroll in because it’s just so big. So i would say for you at least, even though it isn’t necessarily passing all of the tests and getting all the green check boxes by google’s mobile test, it is still something that i could functionally access. Where, as you know, we definitely don’t think that the inten website if you hit the home page, at least, is easy to navigate by trying to come in. Okay. And we’re gonna, we’re gonna go out for a break. And then we’ll talk about where there’s mobile friendly test site is. So that people contest their own sites and will keep, continue keeping this in perspective. And we’re gonna talk about bitcoin and digital currency. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked. And levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have for her. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. Welcome back to big non-profit ideas for the other ninety five percent let’s do some live listener lovelace start abroad this time today in korea, we’ve got young sun, young, jean and soul all checking in korea on your haserot japan, only only tokyo today maybe others will check in, but a couple in tokyo can eat you are and also brooklyn now i’m sorry, that’s not very nice. Brooklyn, new york thank you for listening. Brooklyn that’s unkind sorry, you’re united arab emirates, you a even with us three, four times or so welcome from the united arab emirates we cannot see your city, but we know that you’re with us live, listener love always podcast pleasantries to people on the time shift, wherever you are, whatever device you’re listening on. I know it’s, i know we’re mobile abila optimized for podcast purposes, so you could be listening on the tablet or mobile or other or phone whatever you’ve got netbook we are ah, we’re optimized for that on the audio side, so podcast pleasantries and, of course, affiliate affections and i’m going to give a special shout out to our affiliate km jozy in the mid willamette valley. Because we’ve got amy amy on right now we’ve got the mid willamette valley around the portland and kaiser area non-profit radio for the capital and kaiser affiliate affections toe everybody throughout the country listening and one of the affiliate stations. Okay, i’m jozy have you ever been down there to visit them in? Ah, in portland and kaiser? Amy, i’ve never visited the station, but i’ve certainly been tio most everywhere in their service area. Have you ok, you’ve been down to the mid willamette valley? Oh, yes, ok, i’m hoping to get there and on the west coast trip after you have to let them know this mobile friendly test site that my sight failed. This’s what you were referring, teo green check boxes, green checks and little or you get red x is it’s i think if you just search mobile friendly test site and google, you’ll you’ll get it instantly. I also tweeted it already while we were talking on the non-profit radio hashtag that’s from the general you are if you’re listening and you’re really quick and you’ve got your browser open, you could just type in. Google dot com slash web masters flash tools flash mobile dash friendly. And it all take you to the test. Okay. All right. That’s. Very multi-channel of you. Thank you. I got red x is for, um, uh, text is too small. Lynx too close together and ah, there’s something else and was content wider than the screen. Um, yes. Yeah, that may. That may have been the third one that there were three things and i only wrote down two for somebody. Yeah, may be content to what? Yeah, something like that. That’s, right? That’s, right? All right, but we’re gonna work on it. We’re going to first look at the percentage of people who come from a mobile device. I would say, though, that my podcast in defense but the podcast site where people go to actually listen. If you’re not subscribed, we gotto listen. That is mobile friendly. So i passed one out of two sites is good. Exactly. And i think that’s a great segue way, whether you mentioned is that or not too how to think about what you should do with your life. Folks that are listening are also getting those red xs and failing failing the test you don’t necessarily overnight. And like i said before monday morning, you don’t need to come into the office with a whole new site that’s totally mobile friendly, but if you know that there are specific pieces of content, parts of your website, certain actions that you’re regularly promoting make those the top priority for being mobile friendly for you. Tony, you know that you’re not necessarily telling people every day on twitter say hey, go read every part of my website you’re telling people to go listen to the show live or or go download the podcast and listen, you know, on their commute home and that pathway that clicking through from twitter over to the listen side and browsing whichever episode they want to listen to. That experience is mobile friendly on dh that’s i think what really matters right now for your content, you can work overtime to optimize the rest of your site, but the pieces you’re regularly promoting and the pieces of content people would probably want to access from all different kinds of devices you have made accessible school. All right, i feel all right about that. Yeah, things keep things in perspective. Exactly. Exactly. I mean on the other side, you know, i’ve i’ve said the inten website also failed those tests, you know don’t feel bad about that, but we knew that, you know, over a year ago when we started and is part of why we started our website redesign and have definitely made accessibility a central part of the redesign. So, you know, we didn’t know that april twenty first, when google was changing that over was coming, but our site a launch next month, the new site. But in the meantime, you know those pieces where we know people are trying to visit from all different kinds of devices we have made mobile friendly, you know, from the very beginning and that’s been the case since we launched those different tools. So the conference website, you know, when your live at the mtc and you want to look up the schedule, that experience has been mobile friendly from the beginning, our community platform where people are, you know, participating in online discussions, things like that, that pathway, you know, getting an email notification that somebody replied to you and log him in and, you know, participating there that those processes are mobile friendly. Even though hitting the home page of intend that organ, at least for one more months is not all right. Well, very sensible on dh planned out. Okay, i see sam. Sam just went to the site and he’s checking the double diamond and talking alternative sites that we both passed. Sam, no talking alternative did not did not. All right, well, he’s, keeping it in perspective again. All right, set a four times already. Anything else you wanna say about this mobile friendly issue before we moved to digital currency and bitcoin? I guess the last thing that i would say is if you’re going on tio, you’re going online where and running the test. Checking out your sight know that on the google site where you’re doing these tests, they have also included some really helpful overviews of what to do, depending on what kind of site you have. So you can get tips specific to the type of website you have if you’re using droop a laure, wordpress or tumbler or you know, whatever, however your side is built, they’ve anticipated that and those questions and there are some some really easy to follow steps on you. Know potential ways to make your sight mobile friendly without having to do an entire website redesign. Excellent. Thank you, bitcoin. Now i first got introduced on while the show to bitcoin from non-profit technology conference last year twenty fourteen there were a couple of guests from canada holly, holly, wag was one and jason shimatsu, holly wagon, jason, jim and jason especially was talking a good deal about bitcoin, but it’s becoming now, and i’m probably just in the past year, it’s becoming a lot more popular. Wall street journal had an article, so you thought it made sense to talk about yeah, attention has definitely been bitcoin proponent in the end ten community and i think this year at the mtc, he and david neff and a few others had facilitated a conversation during one of the connect sessions as well. So if folks are interested in talking more theirs definitely a contingent in the end ten community that is happy to answer questions that already taking that coin as donations that they’re non-profits i’m happy to get folks connected. Is that conversations they want tohave after today? Outstanding thank you. And of course, you don’t have to. Be an intend member toe get a lot of the benefits on dh participation at intent, but you should be a member because it’s really a great value, but you don’t have to be so let’s acquaint people with bitcoin this this digital currency? Can you do that? Yes. So i think you know there’s, at least in my conversations with organizations there’s two pieces to try to conceptualize one is the actual currency bit he like what? What does that mean? Like a kind of money that i can’t put in my wallet? So that’s just how it’s going to be you know you can’t request that it turns into a money you can put in your wallet, but it is a digital currency totally operated and administered online. The the record of you know how many bitcoins honey you have versus how many i have is is part of the public record and administration of the currency online, so at any time you can go online and see what the what what it’s valued at what a single bitcoin is value that and how much bitcoin is in circulation and where the other part that i definitely hear. From organizations when we’re talking about bitcoin is how how does that translate? Like, how would we touch that as a non profit organization? And i think one way to think about it is, you know, when we when organization started accepting donations on line one one kind of action that a lot of organizations are very familiar with now was setting up a paypal account, right? So we set up that account, we connected it probably to our organization’s bank account for direct deposit and everything. And then we just put on our website that button, right that’s the button that donate by paypal that’s basically the same experience you khun offer now to people you can sign up with a bitcoin processor bit pay is probably the most prominent and it’s the same thing you’d get you set up your account so it’s connected to your bank account, because in the end you really will be getting bitcoins converted by bit pay into direct cash donations, so your end of the equation will still be that same experience where it’s cash that’s being donated and you’re sending off that email that thanks for your donation of you know x amount of dollars and here’s, our charitable information, you know, for your tax violence? Yes, it helps quite a your enough. They’re so bit pays managing. Okay, somebody on, you know and tens website click the button i you know, bit pays taking the donations of those bitcoins, converting them in there current, you know, real value into cash and putting that into our accounts. Yes. So it it’s worth having a processor so that you are dealing with u s dollars or canadian dollars or whatever your currency you might be british. Don’t imagine there’s many non-profit who want to unnecessarily be accepting bitcoin donations as bitcoin. Managing them is bitcoin and then looking for opportunities tio use that bitcoin is a currency where their pay, you know, be accepted these donations we’re keeping it as bitcoin. And then we’re changing this out and that’s for two reasons. One now you’re an organization who’s got, you know your bank account and most of your money on your financials all managed. And then over here you have this one. Probably very tiny pool of a totally different currency, which is just a difficult administration process, right? But the other part of that is that last year, the us government said bitcoin is actually considered for taxable purposes as property and not his currency, so that means you would need to be men, you know, managing and eligible to be paying a gains and all of that, you probably don’t want todo, right? Yeah, the easiest way to think about that the implication of that part of it is if you were trading in securities, it’s it’s treated luxuries like property, which is security is stocks and bonds we’re talking about, not like, like currency or cash, and you don’t want to be dealing in that and in that and having to worry about fluctuations and exactly like you just said capital gains and losses, and so, um, especially because bitcoin for organizations who are now accepting donations is bitcoin, you know what they’re actually getting in, that donation is similar to, you know, maybe other kind of alternative online donation campaigns where what you’re getting is a donation of three dollars or ten dollars, you know at a time so the idea that you would be getting all of these kind of small little chunks of bitcoin that you’re having tio account for and track and voter henschel li pai against capital gains and losses like, oh my gosh, that just sounds like work you don’t want to dio so using processor that will just convert that at that moment of donation into the cash on your end and give you that donation, you know, you send your your e mail receipt to that donor and you’re done standard process i think it’s so much more realistic we have ah, we have run out of time, so i’m just going to say this that another advantage to bitcoin is that the the processing fees are lower than credit card fees on dh, of course. Well, in many cases, there isn’t a b okay. Ah, and we’ll have ah links on the facebook page takeaways amy sample ward on twitter at amy rs ward. Thank you very much, amy, thanks so much for having me. My pleasure as always. Thank you, tony’s. Take two and volunteer issues coming up. First opportunity collaboration. This is the annual unconference in x stop a mexico. It was last october was my first time going again this october. The subject is poverty alleviation in all its different forms, and there were people working around social justice or working directly with the poor. There were people doing health and sanitation. I met people doing water projects, for instance, whatever it is that you’re doing in a poverty region to alleviate, and ideally reduce well should, say, eliminate, ideally, eliminate the poverty. Um, if it’s, if that’s the type of work that you’re doing, then opportunity, collaboration is something that i suggest you check out. Amy sample ward is going to be there actually, this year, they are at opportunity, collaboration, dot net. If you’re at work, is it all related to poverty reduction? I was honored by hermandad last night. The organization that does water projects brings fresh water, too poor parts of the dominican republic. And you were with me. You really did make it a double honor because non-profit radio listeners stepped up and i thank you very much. I’ll have details next week, after all the gifts have come in. Ah, and i’ll do the video, etcetera, but i’ll have a little more for us next week. But at this point, thank you very much. That’s tony’s, take two for friday, twenty fourth of april sixteenth show of the year. And i’m very pleased that our other west coast contributors here that’s jean takagi he’s, managing editor, managing attorney of neo non-profit and exempt organizations law group in san francisco. He edits the popular non-profit law blogged dot com and on twitter he’s at g tak e ta ke welcome back, jean. Hi, tony. Great to be back. Oh, thank you. Great to have you back. Um, we’re talking today about volunteers. There’s there could be issues that non-profits maybe overlooking and they may think just because it’s a good hearted volunteer and they’re non-profit doing good charitable work that there won’t be any legal problems. Yeah. It’s an interesting thing. I want to say that volunteers are really the life blood of many, many the vast majority of non-profit. So we really love volunteers. But we want to think about protecting our organizations and protecting our volunteers as well. So i think we at least have to consider some of the possible liabilities that might be created by the acts of volunteers. And in some circumstances, they could be considered employees. Yeah, volunteers could be considered employees if you decide you want to pay for their services. So sometimes that that seems pretty obvious. If you pay somebody there, they’re probably either an employee or an independent contractor. But a lot of people think, well, if i pay somebody who used to be a volunteer, maybe i can keep them on volunteer status. As long as i call that payment a stipend. That may not be true. It all okay. That’s. That’s? Yeah. That’s just doesn’t smell good either. No. Okay, so what are what are some of our, uh, issues as we as we drill down some of the potential liability? Well, i just think about if you if you hired a volunteer and you decided that you were going to go, you know, you had a summer camping program supervising children, and you brought in a volunteer. And that volunteer ended up doing something terrible that got one of the children hurt. Now, what type of responsibility should the non-profit have, you know, would respect protecting that child, who, whose parents decided to send them to that summer cap and trusted the vault, the non-profit teo, to protect that child. So that’s sort of just opens up the the sort of kan, if you will, or pandora’s box of all of the potential issues that might be involved with bringing in a volunteer. Okay, that’s, ah, that’s, a cool example. The the recruitment right or the or the hiring of volunteers, for instance, right? So, i mean, if you if you hired in that example, if you hired somebody that had a criminal record of sexual abuse and predatory behavior again, children, my gosh, you know, you should be held responsible for not not doing some level of screening when when allowing that an employee or volunteer teo interact and possibly supervised kids in those situations for employees, oftentimes you must screen them. You must do a background check by law. In many cases, when they’re working with children with volunteers, they might not fit under the same category in terms of the, uh, legal protections for the children. But it really is up to the non-profit to create some polish he’s to make sure that when they’re recruiting, when they’re hiring, that they’re doing so without negligence and doing so with reasonable care under the circumstances. Yeah, you’re also concerned about how much authority of volunteer has yeah, you know, so, you know, we can imagine again if we put that volunteer, and maybe we did screen that person, so there is no criminal problem in no predatory behavior. But the person has never actually worked with children before, and now all of a sudden there’s a fight between the kids or, you know, kid has an allergic reaction to food, and he doesn’t know or she doesn’t know what to do and so clearly delegating authority, providing some sort of supervision, some sort of training for that person, probably limiting their authority, especially in the beginning so that you’ve got somebody who knows what to do it in, you know, totally foreseeable circumstances when you’re working with children or when you’re working in whatever environment the volunteer is going to be working, it is really important you just don’t want to throw the volunteer out there and say, do this, and you’re on, you’re on your own, you know, in this conversation, a lot of what we’re talking about just sounds like it’s perfectly parallel with the the way you bring on ah, new employees, i think so. So the more responsibility of volunteer has and it’s close to ninety percent of all organizations that are completely run by volunteers. So that’s really a lot of non-profits that that really dependent on their volunteers and of the other? You know, ten to fifteen percent, a lot of the programmatic work is aided by the assistance of volunteers, so we’ve got to be very careful if they’re really taking on the rolls, even though they’re doing it out of the, you know, goodness of their heart if they’re taking on the rules of responsibilities, of running a program, supervising other individuals, supervising children, you know, and doing whatever work that needs to be done that you’re going to rely on is the non-profit that it’s going to be okay? You’ve got to make sure that you pick the right people and that you adequately equipped and trained them so that they could do the job they were set out to do so then also following this parallel than discipline do write an evaluation, yes, just the same way you might hyre volunteer, especially if they’re going to be working a lot of hours, or they have a lot of supervisory authority or just a lot of the individual autonomy and doing what they’re doing without a lot of direct oversight, you’re going to also hold them to your, you know, code of conduct, which is something i would recommend. That organization tack for their volunteers? Certainly a job description that’s very clear in terms of what is expected, who that person supervisor is and, you know, the statement that they must take the direction of that supervisor who’s in charge, and if they’re not following that code of honor, or if they’re in subordinate t the supervision, i think you’ve got to be ableto have some disciplinary procedures similar to an employee, but of course they’re not they don’t get the employees protection that employee’s house. So, you know, if if you feel like there’s just an unsafe or very bad environment caused by a volunteer, you have to be prepared to terminate that volunteer should there be a contract with volunteers or something that they signed that’s not legally binding as a contract? Yeah. And, um, really good showing your legal back-up sarrantonio agreement might might not be binding on a volunteer that’s entering into a contract for providing free services to the non-profit it may or may not be binding, depending upon how you phrase it, i think most non-profits don’t necessarily want it have legal, you know, lawsuits resulting from a breach of contract by a volunteer who failed to do their duties. But some sort of informal, maybe non binding agreement or memorandum of understanding for the volunteer, i think is great. So even if we call it a volunteer agreement just specifying what their duties are what’s expected of them and what type of disciplinary actions might follow if they’re unable to perform their jobs or unwilling to perform theirjob, i think all of that is a good idea. Okay, um, we’ve been talking about protecting the non-profit. How about protections for the volunteers? I mean, there is something called a volunteer protection act. Yeah, and i think for a lot of volunteers, many of them serve on the board of organizations. I know i served on a few boards, and i would like to know that i’m protected in case something i do in the scope of my duties for that organization result in a lawsuit coming and perhaps the lawsuit that that hyre where the lawsuit alleges that both the organization and the volunteer director are defendants, the volunteer director will be looking for some sort of protection in that case if here she was totally acting reasonably in the scope of their duties. But if their suit, personally, some money might have to come out from their personal countess organization doesn’t have the money to indemnify the director, even though the organization may be required to understate laws. So we’ve got this federal volunteer protection act that’s out there that says that volunteers generally aren’t liable for simple negligence if the actor within the scope of the volunteers responsibility, but that’s another good reason for having some sort of written agreement that actually spells out the volunteers responsibilities so that’s actually very clear and that would be protected for the volunteer is well, in that case, i should let you know that that limited protection is contingent on many things, and if somebody that got hurt said that the director or other volunteer was grossly negligent and simply negligent, then the volunteer at protection act may not protect that. Volunteer it all, so insurance becomes a very important thing to protect volunteers. And for the organization itself, toe have adequate insurance of for liability for directors and officers, which often cover other employees and agents and volunteers. That would be important. Finally, i think the protection that volunteers have to worry about is what if the volunteer themselves gets hurt in the scope of the duty so they’re volunteer at the summer camp, who in this case is perfectly doing a great job in his excellent is wonderful for the children, but he trips over a log on a hiking path and breaks his arm. Who pays for that? And if the non-profit is goingto, you know, have to pay for that. Dino coverage will not will not cover that, probably volunteer accident insurance at the non-profit might consider getting to protect their volunteers. In case that happens, guys, the volunteers may be personally responsible for paying their own medical costs, even though they were acting completely in the scope of the responsibilities for the non-profit the d a know that you mentioned the directors and officers insurance, you and i have talked a good bit about that when we’ve talked about board generally bored issues and protections, and we have talked about to the you just mentioned the potential for personal liability of board members as as fiduciaries to the organization, but now you were talking broader, and that could be personal liability for non board members. If volunteers are going outside the scope of their responsibilities, it sounds like yeah, so if they’re going outside of the scope of the responsibility, volunteers could certainly be held liable and non-profits or small and don’t have a lot of money and the non-profit doesn’t have any insurance. Well, then the person that got hurt might say, you know, i don’t really want to do it, but i’ve got to sue you because you’ve got the deeper pockets than this non-profit that has no money, no, you’re going to have to pay for my medical costs because you had me on this hiking trail and i tripped and it was dangerous, and i didn’t sign a waiver of liability, which may be something else we could talk about, so, you know, i’m gonna have to sue you, and you’re gonna have to pay for it and there’s no insurance to cover that, then, you know, wait, we just have a couple of minutes. Before a break, and then we’re gonna move on to ah sametz use around the sweet briar college closing, but the the volunteer does always have the possibility of just saying that they don’t want to do something, just say no, yeah, that’s sometimes got to be the best volunteer tre tek shin and the non-profits have to make sure that the volunteers feel comfortable of saying, i don’t have the skills or the background or the experience to do what you’re asking of me, so you can either train me and i could get up to speed on that or you’ve got to find somebody else. Those volunteers field pressured into doing something that they can’t handle that’s going to look really bad on the non-profit well, maybe i’m not qualified. Teo, be the range official on the shooting at the shooting range or the archery range. Yeah example, and there was a lawsuit filed where somebody was instructing on scuba diving ono instructed, and it wasn’t a certified scuba divers. Oh, no, don’t well, i was i was a lifeguard at the town pool when i was sixteen. All right, all right, i think what? Let’s, go out. A little early for our break. When we come back, jean and i, i’ll have a little more live. Listen, love domestic this time, and jean and i are going to move to the sweet briar college closing. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked neo-sage levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to retweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guest directly. To sign up, visit the facebook page for tony martignetti dot com. If you have big dreams in a small budget tune into tony martignetti non-profit radio, i d’oh. I’m adam braun, founder of pencils of promise. Let’s do domestic live listener love and i want to give a shout out to brooklyn, new york. I feel bad that i was mean to them. Brooklyn, new york love you love you. Thank you for being with us. Woodbridge, new jersey, seattle, washington, oregon. We can’t see that i don’t know what town, but oregon is with us st louis, missouri, san francisco, california and multiple san francisco’s not only gene altum pandu jersey welcome live listener love going out to all our domestic live listeners. And then we joined a couple of a couple joined us from abroad. Denmark i am not going to offend you by attempting to pronounce the name of your city in denmark. But we see you denmark and we see loads in poland live listener love jean sweet briar college is having some trouble getting a lot of popular press because they’re closing. Andi just have, you know, like five minutes or so teo sort of summarized there’s a possibility that the court in in california may substitute its judgment for the board and determining whether sweet prior should close. Yeah, i think it’s in virginia, virginia, i’m sorry. That’s right. Sweet. Bar virginia, you’re absolutely right. Thank you. Yes, it’s, you know, woman’s college in virginia and the board decided that it’s going to close down shut down the non-profit after the summer session and they said basically, they’ve got insurmountable financial challenges. Um and, you know, boards generally have the authority where there isn’t a voting membership structures, so not a voting member ship structure like a union or a homeowner’s association, but most non-profits just are run by their boards, and when there isn’t this voting member substructure board generally have the authority to close down the organization if they think that the best way to advance the mission uh, it is to close down because other organizations just khun khun operate mohr effectively and more efficiently, and they no longer had the capacity to do so. But in this case, the a lot of, you know, teachers, faculty, duitz i’m nam and i write, you know, we’re saying this is ridiculous, you know, this is maybe just a failure of this board and this president to be able to turn this college around, um and they even convinced the county’s er attorney to file a suit on behalf. Of virginia seeking to block that closing and force the removal of the board and the president. But the judge said that, you know, the county didn’t, you know, not quite have the right to sue on charitable trust grounds, but did have the right to say that, you know, to sue at least there was no decision made on this, but did have the right to sue on violating the charitable solicitation laws, which basically say, if you’ve given money to support the advancement of the mission of the school that may be closing, the school is not in the advancement of the mission, so you can start to use money you raised recently that where were you already knew you were going to close the school and use that money to close the school so that’s basically the limited judgment that that the judge has made and now a whole bunch of other lawsuits, all looking at all these different legal theories are sort of popping up. And so this goes to the er intended purpose of the gifts no one gave to sweet briar with the intention of the money being used to close the college right? I right now that i think they’re proceeding with the closing, the board and the president, but they’re using unrestricted funds now there’s a question about even if we didn’t specify that this fund was specifically or, you know, a professor or one part of it wasn’t designated, but yeah, even argast resonated, but we don’t think you could use it to close down the non-profit now, personally, i don’t think that argument is goingto work because, again sometimes advancing the non-profits mission is not necessarily keeping it afloat if it’s just bleeding money and not doing a very good job purse during the mission, there has to be some discretion if if the board is in charge of the organization to be able to close down and i don’t know sweet briars like sort of specific governance issue’s on whether the board has really tried that, and it is somewhat problematic that they didn’t actually go out and seek some help from the alumni and students and faculties and donors and supporters about what they were doing and that they continued to generally fund-raising when they already you made the decision to close down, i think those are all problematic statement, but i do find it difficult to have a court come in and say that no, you can’t shut down the non-profit all, you have to keep operating. So you feel that the undesignated unrestricted gif ts to a non-profit really are to be used at the discretion of the board and the trustees. Yeah, but they’re held up toe a fiduciary duty, you know, to work in the best interest of the organization. And in that case, you know, really in the best interest of the organization’s mission of how well it can advance the mission and it’s interesting you you opened with the best way to advance the mission may be to close the institution. Yeah, in some cases it is and, you know, no institution lives forever, you know, every institution that we know of has some life. Okay? Okay, um, the we still have a couple of minutes left. There’s the issue of i wasn’t sure we’d have time for this, but the standing, whether whether alumni have the right to sue a college, help us understand that he has i mean, i think that would be the case of any non-profit organization do. Other people apart from the board members have the right to sue the non-profit because they feel like the non-profit isn’t doing a good job. Well, if that was the case, they would probably see the non-profit and the board members. And if that was the case, i don’t think you’ll find very many people deciding to volunteers, board members. Mmm. So some people that do have standing in this case are voting members again, you know, typically you see those in, like, labor unions, homeowner’s association’s, professional associations where members actually elect the board members and you might get the proxy notice just like a shareholder has for-profit corporation to vote for who you want on the way ported nineteen members are like shareholders and have the right to suit the organization and the board, but if they don’t have voting members, we probably don’t want people in the general public to be able to sue a non-profit because they don’t think the non-profit is doing a good job, and they may not see any of the, you know, the things that the board members see in terms of understanding what non-profit is actually going through it’s, not you. Know, they may not know anything else about the non-profit that back-up, you know that it provided the service that they want benefited from, and they don’t want it to stop. Even though we asked donors to invest in our organization, the law is not seeing them as investors, shareholders. The way, ah, shareholder, that that allex board members is seen in the law. We have to write, so they fired all the contribution that i make to a charity doesn’t give me the right to sue the charity, because i don’t like what they do. We gotta leave it there. Gene takagi, thank you so much. Managing attorney of neo and it’s, the non-profit law, blawg dot com and is at gi tak on twitter. Thank you very much, gene. Next week, we have two ntcdinosaur views, multi-channel storytelling and your disaster recovery plan, one’s, uplifting and the others potential crisis. If you’re not managing things right, if you missed any part of today’s show, find it on tony martignetti dot com, where in the world else would you go? I don’t really sing that very well. Where in the world else would you go? We’ll drop this shortly. Don’t worry, opportunity, collaboration, the world convenes for poverty reduction, it’s, an outstanding unconference it will ruin you for every other conference, really that’s, true opportunity, collaboration, dot net. Our creative producer is claire meyerhoff. Sam liebowitz is the line producer, shows social media is by susan chavez, susan chavez, dot com and our music is by scott stein. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe. Add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It sze you know, tell you make people feel this public radio host majora carter innovation is in the power of understanding that you don’t just put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for August 24, 2012: Campaign Volunteers & Fiscal Sponsorships

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Rich Foss
Rich Foss: Campaign Volunteers

Rich Foss, author of Greenlight Fundraising, on the importance of volunteer leadership in your campaign. How to recruit your chair and lead donor; the other volunteers you need in place; and what their jobs are. He has job descriptions and other resources that will go up on LinkedIn and Facebook.

 

Gene Takagi & Emily Chan
Gene Takagi & Emily Chan: Fiscal Sponsorships

Our regular legal contributors, Gene Takagi and Emily Chan of the Nonprofit & Exempt Organizations Law Group (NEO), make sense of this complicated relationship. What it is; why your office might become a sponsor and what that looks like; how to get started.

 


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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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Hello and welcome to the show, it’s tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, how i hope you were that you were with me last week. That’s all i just hope you were here. We had grow grassroots michael o’brien, founder and principal of mob advocacy. He knows how to bring people to your cause with grassroots advocacy. How do you activate people? What are grass tops? We talked about that and how do you engage those people? Where do you go to meet potential coalition partners and what’s the added value for your work around grassroots advocacy and divine devices, desktops, laptops, tablets and handhelds? Scott koegler had tips for picking the right device to fit your budget, your work style and personality. You know him? He’s, the editor of non-profit technology news and our monthly tech contributor. Of course, this week, campaign volunteers rich foss he’s, the author of green light fund-raising we, he and i are going to talk about the importance of volunteer leadership in your campaign, how to recruit your chair and lead donor and the other volunteers you need in place and what their jobs are and has lots of descriptions and other resources that will go up on linkedin and facebook after the show today and fiscal sponsorships. Our legal team jean takagi and emily chan from the non-profit and exempt organizations law group make sense of this complicated relationship. What it is, why your office might become a sponsor or sponsoring and what that looks like and how to get started between the guests on tony’s take two big non-profit ideas for the other ninety five percent you’ve heard that already. Today my block this week is to encourage you to listen to the show and since that’s a paradox, i’ll have some other things to talk about other ways to connect on tony’s take two here’s the first one, of course hashtag non-profit radio to join the conversation with us on twitter right now, we take a break, and when we return it’s campaign volunteers on rich fost will join me. I hope you stay here co-branding think dick tooting getting dink dink, dink dink, you’re listening to the talking alternative network waiting to get in. Thank you. You could join the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city in pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve, save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot or or a nj dot net. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family, court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever. Join us every monday, starting september tenth at ten a m on talking alternative dot com. You’re listening to the talking alternative network. Dahna welcome back, live listener love going out new bern, north carolina? Oh, how i miss north carolina haven’t been there for a few months, but i will be there soon september welcome new bern and we’ve got more live listener love as the show goes on right now, my guest is rich fuss he’s, the author of green light fund-raising your sustainable fund-raising guide to raising fifty thousand to five hundred thousand dollars a year to light up the eyes of people you serve and your donor’s hope the book is shorter than its title. Rich he’s been in fund-raising over twenty nine years as both staff and a consultant he’s with me from rural illinois, where he’s, the leader of a mennonite community rich fast welcome to the show. Thank you, tony. I’m really glad to be here today. It’s my pleasure to have you, uh, we’re talking about campaign volunteers. What what’s the role of volunteers in a campaign about in my career, i worked with community non-profits and usually there’s only one or two development staff, and so i really wanted to develop a system that could be a multiplier for for staff and also that could really use the gold standard of fund-raising, which is, is. You raise a lot more money when you sit down face to face with somebody and describe the organization and ask them for a gift. Face-to-face and so, basically, i developed this system where you recruit volunteers and have them sit down with face-to-face with people and ask forgiveness for your non-profit and, uh, uh, not promise that have developed our have a doubt that it it’s been very special for them. Now we have a drug in jail on tony martignetti non-profit radio, and i hate to do it to you in this very first segment. But you said volunteers are our multipliers for for the charity? What? Why do you what does that mean? Basically, what it means is that that a development director, even if they go out and ask forgiveness, face-to-face, uh, can only meet with so many people each week or each year, and if you have aa group of passionate volunteers, uh, bacon meet with her a lot more people in a much shorter period of time and, uh, that’s why i call it a multiplier, okay, so early parole from jog in jail, but what your step you don’t you don’t want a second offense while you’re on parole. The let’s see, i’ve heard that it’s really? I mean, volunteers and i’ve had guests say this volunteers are the leaders of the campaign. Is that do you? Do you believe that over rather than the staff of the charity? Uh, definitely definitely. And that’s why? In setting up the system, the very first step is to recruit the campaign chair person who you want to have a very influential person in your community be the campaign chair person because their leadership will influence a lot of other people to, uh, to join your campaign. And so that that leadership role is extremely important. Okay? And we’re gonna have some time to talk about how to recruit that campaign chair is as well as some other volunteers, but what’s the role of the charity’s staff in all this. Then if the if the campaign is being led by volunteers, well, basically, i describe it. The role of the the, uh, campaign staff is particularly development staff. He used to run the system. Sometimes i like in these campaigns like an ipad. The ipad spring is very simple. And yet behind it, there’s a whole lot of details. Well, what you want to do in these campaigns is to create the systems and the details in such a way that it’s very easy for the the er staff are executing the volunteers to do their work, and so that requires a lot of work, a lot of organizational detail, a lot of of of work on the part of the development. Okay, now you’ve been doing this for nearly thirty years, so you can’t always have been like getting this toe ipad. What you used to look like in tow the old pong game or what? What did you used to liking it, too? Twenty nine years ago. Oh, okay, well, i didn’t have any metaphors until i was the brother typewriter. When you push the half space key. What i love just love about those type, you know? You know there’s? No, they didn’t used to be an exclamation mark on typewriters. I’m sure you remember that, right? Right. Had you had to do a period and then a back space and then a apostrophe to get an exclamation mark and that’s my theories. Why they’re overused now because there is an exclamation keith but that’s a little bit of a digression. I suppose. We have just a couple minutes before we take a break let’s from so so the so the staff is doing the systems. I mean, they’re they’re basically they’re supporting the volunteer leadership then is that is that? I have that right. Okay, okay. Now, before we could do the campaign chair, your advice is that there be a pre campaign committee. I don’t want to spend too much time on that, but just like a minute and a half before a break, tell us about the pre campaign committee, okay? Basically, you know, a lot of community non-profits their boards don’t get formed based on fund-raising. And so when i developed the system, i decided that we needed to have a group that was focused right on fund-raising and so generally what you do in the pre campaign committee, you get together, the executive director, maybe past boardmember the current board members, people who are influential, the most influential people in your community that are connected to your organization form that that, uh, campaign committee, because basically it takes influential people to recruit influential people, and so that prepaid campaign campaign committee gets together and identifies, okay, who are? The the top five people that could serve that in our community, that could serve in that role of campaign chairperson. Of course, if you put it, if you put dick cheney on your pre campaign committee, then he’s going to want to be campaign chair. Well, if you’re lucky, there might be somebody on your on your your pre campaign committee who could serve his chair. But especially in the first year, you want to go after the absolutely best person in your community, because that’s going to make your campaign sustainable because you want to do this every year, okay, which way a person. First, it works much better the next year. Okay, we’re going to take a break. We’ll come back and talk more about the campaign pre-tax paint committee leading into the campaign chair. 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 are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology, no reality, in fact, its ideology over intellect, no more it’s time for action. Join me, larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what you’re born, teo you society, politics, business and family. It’s, provocative talk for the realist and the skeptic who want to go what’s really going on. What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry sharp, your neo-sage tuesday nights nine to eleven, new york time go to ivory tower radio dot com for details. That’s, ivory tower, radio, dot com for every time i was a great place to visit for both entertainment and education listening tuesday nights nine to eleven. It will make you smarter. 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. We’ve got more live listener love going out to massachusetts, spencer, massachusetts and no handup massachusetts, welcome to the broadcast with rich foster. We’re talking about fiscal sorry we’re talking about campaign volunteers, which fast, you probably want to talk about fiscal sponsorship, do you? I don’t care. You have expertise. Yeah, i don’t even particularly. I’m not looking forward to it, but we are going to want to talk about campaign volunteers on dh were in our pre campaign committee. So the this group of community leaders is assembled to to choose the people who would be good prospects for the campaign chair. Correct. Okay. And you did say if the pre campaign committee should include the the executive director of the charity? Correct. All right. Is that really the only should that be the only staff person employee of the charity? You’re often the development director will also be a part of it. Okay? And then other people who are prominent in the campaign co-branded community in there, in the community. Okay, so what’s their what’s, their process this as they as they narrowed down the prospects that they move toward asking somebody, uh, basically what? They do is the first thing they do is identify probably five people, possible people and then rank them. And basically, i suggest this because, uh, i learned from my mistakes the very first campaign that i was involved with. We we identified the next best person asked that person and they said no, and that happened four times. Yeah, so that’s. A lot of disappointment for a committee of mostly volunteers. That’s, right, that’s, right. Very disconcerting and out. The fifth person said yes and ended up to be a very a very good campaign chair person. So what was the lesson lesson from that? Yes, i learned from that identified five people right away. Rank them and that way, if you if somebody says no, you don’t have to push the panic button. Okay, your committee of volunteers is not disillusioned. That’s, right? They got others to go to. Ok, it’s right on. You have some pretty specific advice about about this process and even the meeting with with the candidates. Yeah, yeah. The the recruiting of volunteers is really, really serious business tonight i have a son who played division one basketball in fact, colgate university and so i got to see first hand the basketball recruiting process, and one of those guys are highly organized, and the same charities have to do the same thing. I have to plan things out very carefully and basically, you have to identify, okay, who’s going to on this pre campaigning committee, who’s the best person to invite the person to a breakfast or lunch where they can be approach who’s the best person to ask them to be the campaign chairperson and in the there’s, a lot of details that you and i have planned out, and you’re doing this for each of your five candidates. Yes, well, you do it for the first one and and then, you know, if you have to go to the second one, you do it, but all planned. I mean, do you even recommend people sort of role, role playing or any kind of mock mock meetings? Teo, talk about you’re going to say this and she’s going to say that, etcetera, i don’t know if you need to do the role playing, but you need to identify who was going to say what you know, so that that, uh, like the reason you involve the executive director is you need to have someone who could describe the non-profit and also who can tell a powerful story about the work of a non-profit and, uh, so you basically need to figure out the roles before you before you set up the meeting, okay? Okay. And at what point should you share the the sort of job description of the campaign chair with the with the prospect? Well, i, uh i would do it verbally during during the meeting and then, uh, attended the meeting just give them the job description, ok? You don’t want to read it during them during the meeting, but you want them to have something to refer to when they’re when they’re considering it. Rich has a model job description for the campaign chair and lots of other helpful resource is we’re going to mention a couple of them, but you’ll find, ah, whole list of them around this topic of campaign volunteers on my on linked in group for the show and also on the show’s facebook page after after the show, those will be posted and rich, who lets see who i should be the person to actually make the ask at the meeting is that should not be the person who’s the the closest to them. Or should it be the executive director? Or how do you decide who actually says we invite you to be our campaign chair? You basically need to ask who is the most influential person in terms of who’s who provoc perspective, campaign chair, person who’s? Who are they most likely say yes to ok. And that’s also the campaign pre campaign committee simply asked that question and hash is without among them and that’s, the person you asked, okay? And around a giving a gift expectation for the campaign chair. Certainly the person’s going to need a campaign they have to give. Correct. What do you like to see in terms of asking what? Telling them what they’re what the charities expectation is around that in an ideal world, they would give the elite gift. Uh, but way lived in an ideal world. You’d be on a much better. Show them this way. So we know that that’s out. Okay, i would be much more fluid. Uh, so you more support thing is influence not with e-giving ability of course you want them to give you want. You prefer to get them to give a major gift they clearly have to give, but they may not be able to give at the league gift level. Okay, uh, but their primary role is to be the chief influence in the campaign. So if they’re involved, you want everyone to say, wow, this is this is an important bilich event or important campaign in our community because this person i see ok, and also they become the person that it’s hard for other people to say no to write that’s, right? Because right, because they’re going to be responsible for recruiting other volunteers and asking people for gift. So say little about that, okay, the, um the campaign chair person will be responsible for recruiting the division chairs and that’s going to vary from community community, uh, in a larger city, you might do it by, you know, geography or, you know, a suburb or by industry that’s sort of part of the planning process. But whatever divisions you come up with, there needs to be a chairperson for that debate division. And, uh, you want your campaign chair person to recruit, recruit them. Okay, right. And you want to make that somebody that it’s hard to say no to that, right? Okay, so let’s spend a little time. By the way, just listeners were talking to rich boss he’s, the author of green light fund-raising we’re talking about the use of volunteers in your campaign rich why don’t you tell people where they can find your book? Green light fund-raising that or okay, green light fund-raising dot org’s let’s talk now, since you’re starting to lead us there. But you’re not taking over the show, which for some some guests get a little presumptuous. Take over the show. You’re not taking over the show. Appreciate it. I’ll follow your lead. You’re in trouble going off a cliff. Thie let’s talk you started brought into a bigger staff of volunteers. What should that? What? It’s? A little more. Besides the division heads. What should this broader volunteer kadre look like? Okay? One of one of the things that the development director needs to do is to develop a gift charges and the gift chart basically says what level of gifts need to be asked for and received in order to achieve. The goal, and then there are are once you have that, you can identify the number of volunteers you do, and i won’t go into all the process. But basically for every gift you need, you need three prospects. Right? Okay. And you want your volunteers to, uh, ask five people for gift. So this is hyre mathematics now. Okay, it’s. Just a matter of each volunteer. No, it’s hyre math for me anyway, so every volunteer as to ask five people that’s, right? Ok. That’s, right. And so well, you can figure based on your gift chart, you can figure out what you need to talk to so many prospects. And are you okay? Tio, meet your goal and you divide that by five. And then, you know, you’re a number of volunteers, okay? And that’s another one of the resource is that we have is that is not in the list of raving. Okay, there’s there’s a, uh an excel spreadsheet that has, ah, gift shark in it. And it also includes the breakdown of volunteers. Okay, excellent. And again, you’ll find those on the linked in group for the show and also the facebook page and then those air links back to teo richie site um, now we like to see volunteers recruiting their own teams isn’t isn’t that right? Yes, rather than having them posed by the staff that’s, right? It’s basically, because, you know, this is all volunteers doing it. They’re going to have to the leaders of the team leaders we’re gonna have to yeah, you know, do some gentle pushing to get things done, and they’re going to be able to do that much better with people that they know their friends. And so you want them, you want to strongly encourage them to recruit people that they know it, and, like and trust that the charity is putting a lot of faith and trust and like into it’s volunteers? I mean, there really are e-giving a lot of responsibility to this to this volunteer. Kadre yeah, yeah, and so, you know, one of the one of the the important roles, but particularly the development director does is is built strong relationships with the campaign leaders so that the campaign league leaders know that they’re going to have the support of the staff, and it really gives them confidence in their work and that kind of flows through the whole campaign. Okay, just the important point that this really is a ah delegation to the volunteers it is it is, yeah, yeah, and part of what happens is that, you know, i emphasized over and over again is you have to tell the stories of your non-profit because these dramatic stories of either wives transformed or also of, uh, the needs of non-profits mitnick is meeting really energizes the volunteers and gives them really meaning and purpose and what they’re doing way have a segment on the next show. My guest is rochelle shoretz and she’s going to talk a lot about storytelling in rain in the second half of next week’s show. Great, because i would really encourage people will listen to that or has, uh, stories are just absolutely essential when working with volunteers, which what is it that you love about? Fund-raising it seems, lives transformed, you know, the i’ve had so many people, you know, talk to me over the years and say things like, man, i can’t do that, you know, that’s begging for me, it’s not begging, you know, i tell people, you know, a panhandler bag. A fundraiser transforms lives. Yes. Give us a story. Give tell a little story about some some life that you’ve seen transformed our lives. Yeah, i was actually influenced in developing this model by doing a capital campaign. And, uh, when i did this capital campaign, i was working for an organization that provides services to people of developmental disabilities. And, um, there were about seventy people that we had living in a nursing home, and we wanted to shut that nursing home down and make it possible for them to live in a small group, homes. And there was one guy, particularly, uh, and, uh, i want to give his name, but i would talk to him. And any time this topic came about pizza, you know me. I like peace and quiet. And he was living in an extremely noisy nursing home, you know? And, uh, i remember we did this campaign. You know, it was a tremendous dahna taking for the organization never dahna campaign before raising one point, two million dollars dahna, uh, community of, you know, seven thousand people. And i went and visited him in his new home. And that was so moving you. Know to see him, you know, getting the peace and quiet and he’s long he probably living this nursing home for twenty years or so, you know, and see his life. How has changed? It was just amazing just by having a quiet environment very touching. Yeah, rich, we have just a minute left. I’m going to hold you to that. But can you tell us what? What lesson? What a lesson that we might all take from the mennonite community around fund-raising of the mineral rights. Uh, not only do fund-raising but they’re also very action oriented. One of their one of our services called mennonite disaster surface and so many knights from all over the u s will go to places where tornadoes go through hurricanes and they’ll clean up. No, they were down in in er not bad. Duitz of louisiana, new orleans, new orleans yeah, you know, helping clean green. And i remember hearing the stories of, you know, incredible work that they did buy the good friend who is on their way. I have to stop their rich shirt rich boss is joining us from rural illinois where he’s, the leader of a mennonite community. He’s, the author of green light, fund-raising, which you’ll find at green light fund-raising dot org’s rich. Thank you so much for being on. Yeah, thankyou. Tony, i really appreciate being here. It’s been my pleasure. Thank you. Now we take a break, and when we return it’s tony’s, take two little more live listener love and then gene and emily on fiscal sponsorships. Talking alternative radio twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot order or a nj dot net. 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, too? He’ll 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. Dafs you’re listening to the talking alternative network. I’m ken berger of charity navigator. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back, we got live listener love going out to laurel, maryland and also malaysia. I don’t know which city in malaysia, but laurel, maryland, malaysia welcome tony’s take to my block this week encourages people to listen to the show you are obviously already past that, so i have the advanced course for you. I want you to know that i continue the conversation from the show in the linked in group last week, i had a follow up question for michael o’brien about civil disobedience, which we didn’t get a chance to talk to talk about in his conversation around grassroots organizing, and this week, as i mentioned, the templates and other resource is from rich foss will be in that linked in group. They’ll also be on the facebook page, so next time you’re on linked in, please check out our group and join also twitter no there’s me and the hashtag, and you can follow me on twitter the hashtag of courses non-profit radio if you want to know who the guests are going to be each week, i send email alerts every thursday on the facebook page. My voice just broke thursday like i’m twelve again, um and you can sign up for those email alerts. I just said that on the facebook page and then you’ll know in advance for the guests are maybe you don’t care. I understand you may just be subscribing and you don’t really care who’s going to be on because you know that the guests are all going to be smart and that the host is in question, but you can always count on good guest. Um, i also won four square. If you want to connect with me on four square, i’ll see where you are in the world and you can see where i hang out. Check me out on foursquare and that is the end of tony’s take two for friday, august twenty fourth, the thirty sixth show of the year we have jean takagi and emily chan gene is the principle of neo, the non-profit exempt organizations law group in san francisco, he edits the popular non-profit law blogged dot com and he’s g tak g ta k on twitter. Emily chan is an attorney at neo-sage she’s, principal contributor to the non-profit law blogged, and she is the american bar association’s two thousand twelve outstanding young non-profit lawyer i don’t know why she’s still on the show. I’m sure she can have certain you could do better than this. Now that you have that appellation, you can follow emily chan on twitter she’s at emily chan, jean and emily welcome back. Hi, tony. Tony. Hello, emily. You’re still on that. You’re still coming on the show. Thank you for that. Everything about you for having me even if you got the prestigious award. Um, let’s. See, we’re talking about fiscal sponsorships. If there was ever if you ever needed evidence that the contributors choose the topics, this would be it fiscal sponsorships. A little little technical, but i’m willing to go into it. What is jean a fiscal sponsorship? Well, i’m gonna try to get a dog in jail. Yeah. Good luck. Were already there. Fiscal sponsorship let’s define this before out and its most common form. It’s. Really a way to start a non-profit project without creating a whole new nonprofit organizations. So basically, what happens? You’ve got a charitable project or an idea that you want to implement. You bring it to a charity willing to serve as the fiscal sponsor on who’s willing to operate that program within the organization so it becomes a negro part of that organization. And you reserve the right by contact. Be able to move the project to another physical sponsor if things don’t work out or you could even move it into your own nonprofit organization that you form once you know that the project is viable. That’s great. Thank you. Okay, you cut out a little bit. There is great incubator, i believe, is what you said, right? That’s okay, so we have the sponsor. Is it the sponsor? And the sponsoring? Is that how we should be referring to these two? Mostly referred to them as a sponsor and the proud sponsor and project. Okay, all right. We’ll keep our terms straight. Okay? And could gene could the could the project be another charity or that that’s? Not that’s, not how it works. Well, the like a smaller charity could be a smaller another charity don’t have to apply for tax exemption. Just actually running a program that you’ve introduced to another charity. And so you’re kind of head of that program. But the program is owned by the other to charity with the caveat that you, khun, take that program and bring it to another charity if the relationship sours in some way. Okay, okay, now, emily, i’m going to guess we would we would only want as a sponsor of our project. Oh, and established charity. Yes, picking the right physical sponsor is a huge part of getting the advantages of a physical sponsorship relationship, as jeanne mentioned. You know, they have a lot of control over the project. They take on a lot of responsibility generally with, like the admin and all the back office things, and they’re also managing the funds that would help fund your project that you definitely want to pick someone or excuse me of charity that has a good reputation in the community has some experience, possibly with physical sponsorship already. So they have the process is in place and one that aligned well with the mission. Otherwise you’re going to run into a certain problems. Sure. Well, and i would imagine a charity wouldn’t wouldn’t take you as a project if there wasn’t mission alignment, hopefully not. And that is a big part for the physical sponsor to be sure that they understand why. They’re taking on certain projects. Sometimes, you know, you’re so eager to want to help a charitable project that you do start to go outside of your own mission without, you know, taking care of your organization. Emerge. That’s risky. Mission creep. Mission creep. Okay, now what? Um what should a charity be looking? Oh, no, wait. I want to want to ask you, emily, you mentioned that the sponsor manages the money, so the money doesn’t belong to the project. It belongs to the sponsor. That’s correct. So entertainment in the typically a project that doesn’t already have tax exempt status, would it really make sense in that situation? So essentially, the physical sponsor is taking in money for the charitable purposes of the project, but that sinful sponsor, in order to not essentially acted like a conduit or to collapse and basically give money teo, non exempt entity. They have to have discretion and control over the funds. So there’s a certain level of oversight that the physical sponsors should be exercising with the project to make sure that it’s no operating properly, that the money being used the right way and that at every juncture, essentially when it does. You use the money to fund a project that is making that decision as opposed to just letting it pass through. Okay. And when you refer to the non exempt entity that’s, the that’s, the project. Right. Okay. Okay, let’s, stay with you, emily. So what’s the advantage for an existing charity cause our clients. Sorry. Our listeners are our charities mostly. And when you guys were first on the very first show that you two were on, we talked about alternatives to creating a new five. Oh, one c three charity. And we just barely touched on this subject. S o we have we have talked about altum other alternatives to creating a charity, but what’s the advantage to an established charity. Emily tbe a fiscal sponsor of projects for the fiscal sponsor it’s really about furthering that sponsored mission. So again, we talked about mission alignment. If you find projects that further, you know, the charitable purpose of your organization, not a huge benefit for the physical sponsor. Additionally, they do take generally a cut of the funds to take care of that back office stuff. I mean, they’re taken care of let’s. Say, you know payroll, you know, their insurance, maybe covering the project. All of these things take some money as well. It’s not really a money maker again. It really should be about furthering the mission. The charitable mission of the existing sponsor. But they do take some money generally in order to cover their cost. Ok. So now, gene, i assume we can just look to the internal revenue code and that will lay out these fiscal sponsorship responsibilities and relationships. Actually, no tony physical sponsor ship is not defined in any laws. I don’t think any state laws and definitely not in the internal revenue code so it’s all about the contract. So we want to make sure that you’re working with an established sponsor who can establish the right contacts to comply under the regular five a onesie, three rules. Holy cow. All right. So eyes. So there must be things that are supposed to be in these contracts. And again, were you know, our listeners are are the charities. So if somebody’s going to take this on this fiscal sponsorship because they do see mission alignment and the things that emily described? What what’s your advice around creating this? Contract if there’s there’s no statutes governing this relationship well, this may sound a little funny, but you’ve got to talk to the lawyers think this arrangement for the does that lawyer have to be the outstanding young lawyer of twenty twelve from the american bar association? You can’t go wrong with that, right? That’s what you absolutely cannot just outstanding and it’s in the title, so we know, but in case you don’t happen to have access to emily, although through the internet there’s no reason anybody shouldn’t be hiring emily, but you’re right, so you definitely this is definitely a legal relationship, and you need a lawyer drafting this contract, right? And to understand your responsibilities as a sponsor, there’s a great book out there from a no attorney colleague of ours, greg colvin called physical sponsorship six ways to do it right. And there’s, a organization called the national network of fiscal sponsors that publishes guidelines for fiscal sponsors and their best practices, including what they put into a physical sponsorship, agreements and policies. Those are definitely things that wanted checked out. Okay, and how does your friend, your colleague, spell his last name? Greg coben, ceo b i n okay. The guru of fiscal okay. Six ways to do it right. But there’s probably dozens of scores of ways to do it wrong. I’m sure in fact we actually put out a block both staying six days to do it wrong. So they definitely are. Did you? Okay, let sze not a copyright infringement. Wait, you do intellectual property work over there in the non-profit exempt organizations law group, not it out you don’t that’s. Very convenient. Okay, so it could very well be a copyright infringement. No, i’m sure it’s not a lawyer now. It’s fair. You some sure or something? I don’t know who does. Okay, so, emily let’s go into a little detail about structures around this sponsor project relationship and just we have about two minutes before first break. So what? What does it look like? Yeah, the structures, there’s models? Yes, there are. There are a handful model that actually comes out of that book that great colden. I wrote that gene mentioned the most popular one is the one that we we’ve been discussing. Model a also called the comprehensive or excuse me. Comprehensive physicals, sponsorship or direct project and it’s, when the charity basically houses the project, okay, in terms of all the management and the insurance and all that, all those things that you laid out, right, so it would be just like any other program it’s operating. Except for that caveat that is a relationship to find my contract. And there is a contemplation that the project may leave at some point. Ok, i don’t model a not a very clever name. I mean, i thought great could come up with something better than model a, but we’ll work with it. He’s the he’s, the guru. So we’ll work within his his, uh, sort of lacklustre. Um, his his, uh what i want to call this this is the, uh uh, i can’t think of the word i’ll think of it later. Okay, um and so all these things that you talked about before these all have to be in the contract, right? In terms of management responsibilities and insurance and oversight and all this it should be. And again, it just helps to lay out exactly what this relationship is going to look like because of the fact that it’s defined by the contract, i mean any pickles sponsorship could look a little different from another one. That is important to contemplate as much as possible at the outset as opposed to finding those problems. When you start trying to do this, ok. And the one that interested me, that gene mentioned a couple times is the right to leave the, uh, leave the, uh the the sponsor. Yeah. So that’s, very important for both the project on the sponsor to understand what terms and conditions might apply for that. So in some cases, maybe this sponsor is going to require that the project finds another five oh, one c three entity to house it. Maybe they’re willing, teo, do some other kind of due diligence to grant those funds that they held for those charitable purposes to the project. These are all things that you really want to think about beforehand. Ok, ok. Rubric. That was the word i was looking for. Model a is a rubric. This all falls under the rubric of model a i do. It was the board would come to me rubric. Of course, we’re going to take a break. And when we return, gene and emily stay with me. And we continue talking about fiscal sponsorships. That’s, another rubric. Com. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot com let’s monte m o nt y at monty taylor dot com how’s your game want to improve your performance, focus and motivation? Then you need a spire athletic consulting stop, second guessing yourself. Move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it, aspire, athletic, insulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. 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. We’re talking. Toa jean takagi and emily chan are regular legal contributors about fiscal sponsorship. I want to send live listener love out to little wet british columbia, canada, and i apologize if from mispronouncing it, if it’s in the way or something different than i just said it, i apologize. We got last week, we had ontario in ottawa, where’s, where’s, saskatchewan. Why is saskatchewan in manitoba? Never checked in alberta? Never checked in. We need to get these provinces listening live gene let’s, turn to you and see what else we might flush out about other models around fiscal sponsorship. So since we have the very rich model, eh, there must be a model b. There are the model ate a model at the rubric. Okay, rubrics, the lackluster rubrics. I’m sorry. I’m sorry for your colleague. I’ll stop calling them lackluster. So okay, what does model be matter or or his model? See better than be? Or how does this work? Well, model is by far the most common form. Okay? I was believed to be that in, like, eighty to ninety percent of the cases. The next biggest is model b, which is called a preapproved brandt relationship models this is you cut out a little bit there. This is model season charlie model using bravo baizman bravo is not as popular as sees charlie that’s. Right? So shouldn’t see bebe. It kind of flows from the structure of the i don’t know if we can recommend this book anymore. No obstacle. Ok, tell us about model charlie model charlie is the way that an existing non-profit that still doesn’t have tax exempt status, perhaps it’s a fight to the irs but hasn’t received determination yet. Khun starts to get fun now. The sponsor can act as an intermediary if you will receiving grants intended for the project, but foundations aren’t willing to. That project until it has its own five. Oh, one team status. So it gives it to the fiscal sponsor. The fiscal sponsor re granted to the project. But it has to use its own expression and control in order to make that re grant. The foundation’s put the onus on the fiscal sponsor to do all the due diligence. Okay, emily, how does this differ from model a alfa? I’m in a lot of ways, actually. So going back to model a it’s, the project is not its own entity. It’s really? Just a program, essentially that’s being operated by the fiscal sponsors. So all the employees, all the volunteers, all the liability, it’ll sit with the physical sponsor model. See, you have more separation. So he mentioned that its own entity now the project. Maybe. You know, it’s, just the taxable corporation. It might be in its period right now. Where? It’s, waiting for its five twenty three determination. So a lot of more of the liability from that program that it’s running a charitable project with the entity. The other entity, not the physical sponsor. Okay, so this is it. Shifting the responsibility is different. That’s how? It’s different than a okay, emily, what are some examples of fiscal sponsors like could could’ve come? It is a community foundation of fiscal sponsor or could it be? It could be they’re really as there is no riel limitation on who could be or what type of entity could be a physical sponsor. Generally speaking, you see it more calmly and just five a onesie three entities, because they’re able to get those contributions that can offer a tax deduction to individuals as well as bring in some private foundation grant. So you see it a lot with five eleven three entities, but as far as the mission of those entities or what it is that they’re doing this there’s no limitation on that, okay? And just we have just a minute left. Emily, where do we usually see this conversation begin? Does it does it start with the ceo of the of the sponsor thinking about bringing in projects or just started the board level where i think it actually starts with the project approaching on today’s out there that either have already decided to do it? But i think most commonly, it might start with the project. That is looking for a physical sponsor. Gene could shed somewhere like him and he actually sits on the board of community initiative, which is a physical. Okay, jean, we have just thirty seconds. Do you want to shed some light as emily cast it upon you? Sure, there’s a website called fiscal sponsored directory dot org’s, which is a good place to find a physical sponsor in your area or in your eyes. Area service. So that’s a good face to go to community foundations often engage in sponsorships and sometimes there sponsoring a project that our collaboration amongst many existing non-profit organization okay, we have to leave. I’m sorry, we have to leave it there. But that website again was fiscal sponsored directory dot org’s jean takagi. Principle of neo non-profit exempt organizations law group emily chan and attorney at neo-sage even emily, thank you very much. It’s. Always a pleasure will talk to you next month. And also, of course, want to thank rich fast for being on the show next week. We’re pre recorded because i’ll be on vacation in beautiful block island, rhode island next week. We’ll have. I had a great interview, but i didn’t get the job suzanne felder was with me at fund-raising day this past june. She’s, a consultant in outplacement for lee hecht harrison and she has advice around job search. Then, as i mentioned earlier storytelling with rochelle shoretz, founder and executive director of shark charette, they have built a culture of compassionate storytelling to help their members through their cancer diagnoses and treatments. Rochelle will have really valuable ideas on helping your charity create stories and who’s best to tell them, and she has her own touching story as a two time breast cancer survivor. Come, i want to shut out one more live listener love right here in the studio, indianapolis, indiana in the studio actually, carmel, indiana, to be exact live listener love in the studio, you know that i host a podcast for the chronicle of philanthropy? Did you know that? Did you know i do it’s fund-raising fundamentals? That one is a ten minute monthly podcast and it’s on ly devoted to fund-raising topics i have a summer siri’s going on on grantspace eking the latest is building relationship with foundation program officers, and the first two were researching foundations and writing winning proposals. It’s called fund-raising fundamentals you’ll find on the chronicle of philanthropy website. You’ll also find it on itunes, continuing to wish you good luck. The way performers do around the world last week was chalk us, which means chicken in australia, in slang australian do you remember why they say chicken? You’re gonna have to go back and listen, i don’t have time to tell you today from spain monisha merida, a lot of ship, it comes from the success of a play. People would arrive at shows by carriage and what pulls a carriage, horses and what their horses leave behind shit. So the more of that you have, the better your show is. So i wish you much mierda for the week. Our creative producers claire meyerhoff, with this kind of content it’s hard to believe we have a creative producer, actually. But there is actually is one but she’s not responsible for these language lessons and this performing that comes from janice taylor. So i want to thank janice taylor. 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Nonprofit Radio, June 1, 2012: Insurance Is Indicated & Spinning Your Event Theme

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

My Guests:

William Henry
William Henry: Insurance Is Indicated

You need insurance when you have volunteers who are out representing your charity and using your name. You also need it as protection from employee lawsuits. William Henry is executive director of Volunteers Insurance Service. He and I talk insurance, and we’ll also look into another risk management tool: disaster planning.

 

Nancy Levin
Nancy Levin: Spinning Your Event Theme

Nancy Levin is director of development and external affairs at My Sister’s Place. Her conference topic at last year’s National Philanthropy Day in Westchester county, NY encourages you to plan your events with a theme that engages and informs your audiences and leaves them with a call to action.

 
 


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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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Hello and welcome to tony martignetti non-profit radio your aptly named host this week is always we’re talking about big non-profit ideas for the other ninety five percent. I very much hope you were with me last week. I’d be devastated if i found that you’ve missed charity transition. We talked about making a career transition into charities, but julia bonham’s strategies will also help those who work in non-profits and they’re looking to make a change. She’s, an executive coach and principle of career change for good also go offline. Maria simple is the prospect finder, and of course, you know her as our prospect research contributor, she had tips for conducting offline research, use your board committees network in your community and host cultivation events. The best prospect research comes from face to face meetings with people you want to know better this week insurance is indicated you need insurance when you have volunteers who are out representing your charity and using your name, you also needed as protection from employees lawsuits. William henry is executive director of volunteers insurance service. He and i will talk insurance and will also look into another risk management tool disaster planning. Also spinning your event theme. Nancy levin is director of development and external affairs at my sister’s place in westchester county, new york. Her conference topic at last year’s national philanthropic day in westchester, encouraged you to plan your events with a theme that engages in, informs your audience and these them with a call to action, and i’ll have that interview for you. Between the guests, of course. Tony’s take to a second look at something that’s important to me, my block post from a couple of weeks ago. What i believe, use hashtag non-profit radio to join the conversation with us on twitter. Hope you’ll be there with us, and i hope you’ll stay with us right now. We take a break, and when we return, insurance is indicated. Stay with me. You’re listening to the talking alternative network. Schnoll are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s a lawrence h bloom two, one, two, nine, six, four, three, five zero two. We make people happy. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to big non-profit ideas for the other ninety five percent. My guest now is william henry he’s, the executive director of volunteers insurance service association, based in woodbridge, virginia. V s is a risk purchasing group that makes insurance programs and risk management services available to private sector non-profit organizations that engage volunteers and i’m glad that his practice brings into the show. William henry, welcome. Good morning, tony it’s a pleasure to have you. How are you? I’m very well think volunteers are essential to a well running non-profit. What? Why are there risks, though, around having volunteers working with us? Upleaf well, volunteers can be subject teo physical risks. They could be injured. Sometimes. We, uh, cia claim in our program that involves a volunteer falling that’s. Probably the most frequent calls. Sometimes there are vehicle accidents. Volunteers can be injured using tools. They can have a back injury, lifting things those kinds of claims. But then also, volunteers do represent the organization and the things that they say about the organization can effect non-profit and might represent a risk. Okay, so there’s so there’s physical problem possibilities. Like possible liabilities, i guess. Physical like car. Accidents and you’re saying people falling and things like that correct, but then there’s also, while while the volunteers they’re using your name and they’re out talking about u does, that latter part is what i think we’re going to focus mostly on does that only apply during certain times? Like when you know that they’re talking about you? Or suppose they say something unfortunate and we’ll get into what that might be, but they’re at a cocktail party and they drop your name, and then they say something that’s inappropriate could apply there, too. Certainly. And in fact, in the world of social media, there really aren’t any time boundaries anymore. Eso volunteers as well as employees could be bringing up your name when their own facebook or they’re tweeting something and it’s something that employers really need to be aware off. Okay, so yeah, on dh since the volunteers they’re using your name, they could be doing things that are inappropriate, like political advocacy. Exactly what’s the problem there well and that’s. Certainly, tommy right now, getting into the election right. These in the irs has strict rules about what tax exempt organizations can do in the area. Of political advocacy and if a volunteer makes the mistake of speaking on behalf of the organization in a way that seems to favor a particular political candidate, that could actually jeopardize the tax exempt status of the organization there volunteering for. And we have talked about that in detail with our legal contributors, jean takagi and emily chan, if you go back a few weeks, you’ll find a show second half of the show, all about political speech, political advocacy, what the boundaries are. So we’ve talked about the details of where the boundaries are, but if so, if a volunteer exceeds the boundaries you’re saying, then the charity could be just as liable as if an employer and employee did it exactly. The volunteers regarded as an agent of the nonprofit organization in a case like that. And does that apply even if there isn’t anything in writing like just the executive director? Okay, take a small charity executive director asks a volunteer to help with fund-raising or maybe the host an event, and then the person says something inappropriate. It doesn’t have to be a written relationship, or now it doesn’t have to be a written relationship. No, it could be orel. Okay, and then you’re still so the volunteers then still acting as an agent, which is ah, a legal capacity, right? It would depend on what the irs is able to prove and how aggressively they would try. Okay, so how are we going to first constrain our volunteers? How do we set the rules? Well, you know, i think that the way to address most risks that go with volunteer engagement on employee relations, for that matter is training and creating an understanding up front in your orientation time period with volunteers, for example, it’s a good time to let them know what your expectations are and what they can and cannot do or say on behalf of the organization, um, it’s a good time for that matter to go over with, um, their performance standards as a volunteer and, uh, what they’re accountable for, um, volunteers just because they’re not paid, uh, doesn’t mean that they shouldn’t be accountable for their performance and a disciplined if necessary. You know, i think a lot of times charities just so grateful to have the help that they don’t want to imposed rules or are certainly even discipline, exactly. But, you know, for the best volunteers, in my view, are going to be more impressed by the fact that the non-profit has thought through its processes, to the extent that they do have procedures in place and standards that they expect, rather than just leaving the volunteer to their own devices. This is very much like conversations we’ve had with with other guests talking about board management on dh, setting expectations correctly around for board members who are also volunteers. They just happen to be senior volunteers. But obviously your suggestion is that applies toe all volunteers that’s, right? Yeah, okay, we’re going to take a break, and when we come back, we’ll talk more about social media and volunteers and some of the other areas that are potential risks, aside from just political advocacy, so stay with us. They didn’t think dick tooting getting ding, ding, ding ding. You’re listening to the talking, alternate network waiting to get in. Nothing. Cubine are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic reading learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen. Every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, 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 talking alternative radio twenty four hours a day. Lively conversation. Top trends, sound advice, that’s. Tony martignetti, yeah, that’s. Tony martignetti non-profit radio. And i’m travis frazier from united way of new york city, and i’m michelle walls from the us fund for unicef. And i’m your aptly named host. And with me is william henry. We’re talking about insurance and risk management. William. What? What are some other ways that volunteers can put your your charity at risk, by my things that they say, not again? Not so much the physical, like car accidents. But aside from political advocacy, what we mentioned, social media briefly earlier. This is an area where we’ve already seen with respect to paid employees, cem clashes between employer and employee. Many employers don’t understand that the national labor relations act protects what they call concerted activity that relates to working conditions. So employees complaining on facebook, for example, about working conditions where they are that might be protected. And if they’re terminated the ceo, he might be the next person that let’s let’s take a volunteer on so that stick of volunteers right now, right? We will get to employees and practices around that. Well, how else could a volunteer get you in trouble? Well, in that same scenario with volunteers on social media, okay, just when the volunteers brought onboard, i think they need to understand that the same as with employees. Thie organization will protect its reputation that employees or volunteers rather are not. Teo blogged about the organization without, uh, going through whatever channels you you established have a director of communications for the agency. Then everything should be coordinated through that person. If the volunteer is going to comment on ina blogged about your activities. Okay? And where do we draw the line? Between what? The volunteer. Is saying personally on his or her own blawg versus what what he’s saying about he or she is saying about the charity? I mean, is it just if the charity’s name is used, then they’re speaking as an agent of the charity? Is, is it like that simple? Well, one thing that you one way that you could look at it is that, uh, the communications that you would have that charity would have with its clients are privileged information that you would not that you would certainly want to restrict public access to so the volunteer should be that should be put on notice that anything that’s said about the relationship between the agency and its clients should be considered privileged information and not used in social media. No public comment, ok? And i know this is all very gets all very fact sensitive. Andi, i know you’re not an attorney also, so i’m not trying to put you on the spot to answer legal questions. Just, you know, to the extent you’re you’re aware, i just want i want people to be generally aware that, um, there’s there’s risk around volunteers, volunteers are outstanding, but need to be a little cautious, right? And it’s a good thing also for any organization to remind volunteers that it could be a dangerous world out there and online publishing that whether or not the organization is reflected in a bad light, there’s the danger of defamation and you just don’t want volunteers to get in trouble just you wouldn’t want employees to get in trouble, okay? And the stuff that we’re talking about there is insurance, i presume, that can protect the charity from these risks. Well, general liability insurance, yes covers personal injury, which can be defamation as well as bodily injury and property down ok, that you just don’t want it to get to that point. It all comes back to good communication helping the volunteer understand the mission of the organization it’s priorities and, uh, the areas in which they need to go through channels, right? And as you said, that might be a director of communications, but in a smaller agencies doesn’t have that, it might just be the executive director it could be, or the coordinator of volunteers and everybody’s so busy but shouldn’t ever be so busy that you can’t take time to make. Certain that volunteer understands his or her responsibilities and the channels to go through and speaking for the organisation much better to prevent a problem than let one emerge and then have to invoke your general liability insurance policy exactly because people look att things so differently that the supervisor of volunteers or the executive director might never even i suspect that a volunteer would in good faith say something they shouldn’t say. So that’s. Why, with any volunteer involvement, think through what the task is established standards for the volunteer and make sure that they’re communicated and the volunteers accountable for them. Excellent. Thank you. Let’s move to employees. What is generally what are some of the risks around employees? Will the whole area of employment practices liability just continues to expand? We mentioned the facebook postings that are protected by the national labor relations act. Retaliation is a large on growing area of concern in two thousand ten. I believe it wass it past race discrimination is the most frequent cause of charges brought by the sea. And what kind of what kind of complaints are we talking about? Their retaliation was well, the employees would say that. Uh, he or she was wrongly terminated or given on unwanted assignment, or even just moved to a different office for reasons that i are based in retaliation because they exercise their rights. Which is why, uh if if employees is performing poorly, then the record really needs to be documented down to the last detail so that retaliation can’t be used as a pretense. Um, the americans with disabilities act also continues to expand in terms of employer liability. The focus now clearly is on what the employer will do to accommodate the disability and not what the employees or the applicant does to prove that they do have a disability. Okay, so you’ve seen the shift in in claims there has been, in the most recent regulations implementing the d a that’s clear. Okay, interesting to you. You make the point that this doesn’t have to be ah, firing a termination. It could just be a sze yu said, moved to a different office or maybe not promoted an employee not promoted, right? I mean, what are other ways that charities are accused of retaliating? Or maybe, you know, in some case, they actually do retaliate that that we need to be careful about. Well, another scenario is where an employee will follow-up testify on behalf or come to the defense in some way of a fellow employee who is in trouble for something and that’s natural to do it. If you believe your your friend is in the right, you’re going to want to try to protect them. So that’s fine, but the employer that needs to be aware that this is a possible cause for a retaliation claim if there’s an adverse action against that employees later. Exactly so again, your point documentation is critical, right? And another thing is, with the workforce being so mobile, if employers have hourly employees nonexempt employees wait, hold on. I have to. I want to keep you out of jargon jail on tony martignetti non-profit video. We have jog in jail. What doesn’t? What is a nonexempt? Employees exempt from what? What does that mean? If they are paid by the hour, generally speaking rather than a salaried employees, so that their limited to forty hours per week, if, uh, or they have to be paid overtime. Okay. And the time boundaries are just going away so that if the supervisor is sending an email or a text to an hourly employees at ten o’clock at night effectively, they’ve put them back on the clock and they might be liable for paying overtime and sometimes, you know, months can go by before the employee says, hey, by the way, you owe me over time and it can really accumulate. So you want to be very careful about respecting with work hours that an hourly employees supposed to be working and i go beyond those and we’re going to talk shortly about mobile devices, we’ll get to that that that that may or may not be issued by the by the charity, but very interesting about the work hours. Okay, um, you mentioned facebook there’s something called facebook fired-up facebook firings, right? Yeah, we’ll talk about those that actually happened to ah non-profit organization. In september of two thousand eleven, it was a buffalo, new york non-profit one of the employees had posted a comment on facebook complaining about another employee and about working conditions, and then four other employees also commented on that posting. Now they it all occurred outside of working hours. The employees were using their own computers and the employer fired all five of them on the basis that their comments amounted. Teo harassment of the employee who was the target of the comments and that was in violation of the organization stated policy against harassment. But the judge in the case in l r b and national labor relations board administrative law judge rule that those comments were within the scope of a protected activity because they dealt with terms and conditions of employment. So and he ordered those employees reinstated. And there have been over one hundred cases brought before the national labor relations board in the last two years involving exactly these kinds of situations. Facebook firing i’m with william henry he’s with me and he’s, executive director of volunteers insurance service association. William what is the earl? Where can people find find you it’s? Ah, www dot seema world that see, i am a world dot com. Okay, thank you. What? What can we do? Insurance wise to protect against these employees? Retaliation claims well, the directors and officers liability insurance policy response to claims of wrongful termination or these kinds of employment practices against the organization. Ok, so that would be the officers, part of directors and officers policy correct. Is that right? Okay, is that is that? Is this very typical coverage or is this something that charity has toe specifically ask about? Well, the the broadly written directors and officers policy for nonprofit organizations would include employment practices liability, but you always want to make sure you know, that you get a standard policy that has it and not a policy that doesn’t, because under the directors and officers, liability claims, two thirds at least our employment practices related, actually, wrongful termination. Okay, okay. But as we talked about, that could be other forms of retaliation to correct. All right, let’s, talk a little about the mobile devices than others issues around a charity that issues ipads, our phones or any any, any tablet or phone what’s the what’s. The problems there, um, if if the charity issues that equipment, the employees for the volunteer, for that matter needs to know that it belongs to the organization. And therefore so do any message is sent using that equipment any messages at at any time of day, right at any. Whether that whether it’s during working hours or not, if their scent on equipment that charity owns, the charity needs to protect its right. Teo read those messages that anytime reid so if so, if i’m issued ah, phone and i text my children i don’t have children but this’s a hypothetical so let’s go crazy. So i text my daughter while i’m on vacation. The charity has a right to read those those texts that i send and the ones that i received back from her right now, i don’t want to create the impression that this is something charities should do, or this is an orwellian nightmare. All right, but if if there are messages that might be damaging to the organization in some way, the organization should protect its right, and this can be done just with the employee manual, the employees or the volunteer read those those conditions then, you know, messages can be intercepted. Khun b read it any time, and then they have to sign that they acknowledge that. Okay, you know, many, many people feel, are under the mistaken impression that they have a right to privacy just because the message was private and not work related, but that’s not true if they’re using equipment issued by the organization? Yes. That low expectation of privacy. Okay. So, so communication up front setting the expectations so that there aren’t any ugly surprises later. Okay? Seems with the volunteers. Exactly. Should the volunteers just jumping back for a second? Should they be signing the rules around around their their work for the charity to yes, i think it goes back to the performance standards for the volunteer the orientation period, letting them know what they’re responsible for, what they can and cannot do. Okay, whether it’s the use of organization equipment or working with clients or anything else involved with their work, have them signed those rules. So everybody knows that they have been read and understood. Okay, let’s, talk a little about the disaster planning. We have just about two minutes before we have to. We have to wrap up. Um, how do you how does a charity approach disaster planning? It sounds don’t very daunting. Well, it doesn’t have to be. Um, thie organization should get its best people together, and best people might include someone across town or someone in a linked in group who has been through the process before and start with the question, what could possibly go wrong and think about, uh, you know, scenarios such ranging from, uh, employer, employee or volunteer injuries too back-up volunteer injuring a client or perhaps even a client, injuring a volunteer and just through let let your imagination go, you know, uncle mentioned the second mile foundation in state college, pennsylvania, okay, and we have just about a minute before we have to go, so if they had the first exercise and years ago, they might have come across the possibility that ah, volunteer even the founder of the organization could be charged with injuring the children in their care. But to get to that point, i don’t really have to be willing to consider anything, so because if it can’t be discussed, it can’t be managed. And you mentioned using linkedin and people in your community maybe who were in other charities, but within your organization, i would think boardmember should be involved in this boardmember sze, veteran volunteers, they’re very good and that’s a good way to say to that veteran volunteer we value your experience in your knowledge, newer volunteers for that fresh perspective and your senior staff people and get together and come up with at least twenty five, because there are that many at least risk scenarios and then determine how severe would it be? If this happens, how often is this likely to happen and create a nexus there between the severity and the frequency? That’s, the approach that we suggest, william, we have to leave it there. William henry is executive director of volunteers insurance service association. You’ll find him at cma cma, world dot com william, thanks very much for being a guest. Thank you, tony it’s. Been a pleasure. Right now. We take a break, and when we return, tony’s take two. Dafs you’re listening to the talking alternative network. Geever 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. Dahna hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back, it’s. Time for tony’s. Take two at roughly thirty two minutes into the hour. This is important enough to me that i want to mention it again. Two weeks ago, my blogged was what i believe. I believe there are two things that are the reasons that i do this show and do all the the work and produce all the content that i do for charities. The first is that small and midsize charities need to improve. I believe they need to be better at delivering services and measuring their their outcomes from those services better at fund-raising compliance of all types could be financial, legal, exploiting technology managing donors. And, second, that small and midsize charities deserve the help that they need to improve. And i feel that they deserve it because everybody in charities is working very hard already. I know people want to be better have their organization improved, but i also know that small midsize shops can’t do it on their own. So i help these. I hope i do that’s my intention that’s. Why i produced the show. A tribe log. I have the podcast fund-raising fundamentals for the chronicle of philanthropy. I do a lot of speaking it’s all because of those those two beliefs, and those are my motivations. You’ll find that post called what i believe on my block at tony martignetti dot com, and that is tony’s take two for friday, june first twenty foot twenty twelve twenty second show of the year. Now i have a pre recorded interview with nancy levin from philanthropy day in westchester county, new york, spinning your event theme here’s that interview my guest now is nancy levin, she’s director of development and external affairs for my sister’s place, and her conference topic is when an event is not just an event before, during and after spinning your theme. Nancy eleven welcome, thank you very much and thanks for inviting me to join you today, it’s a pleasure, what are what are non-profits not doing with events that you would like them to be doing? One of the things that my sister’s place has found over the last five years is that when we’re putting together a special event, that the idea behind the event is not just to put people in a room to raise money and to get corporate tables. On dh have a silent auction obviously we’re always going to meet our financial goals, but it’s really to look at the year of programming and what issue we would like to bring to our many publix that they might not be familiar with otherwise. So, for example, in today’s workshop, what we talked about was the issue of human trafficking, human trafficking is to the community now what domestic violence was to the community forty years ago. People don’t speak about it and don’t understand it in the ways that they now understand the issues of intimate partner abuse. In two thousand seven, new york state passed a law many laws involving human trafficking, and my sister’s place was appointed to be the human trafficking service provider for the lower hudson valley region. At that point, we began in earnest to really look at how are we going to engage the issue of human trafficking, the service provision to victims of human trafficking and the resource development needed teo fund human trafficking programming into the work of our agency and toward that, and we really made our two thousand nine two thousand ten program year from a resource development. And external affairs perspective the year of human trafficking. Okay, but how does this all relate to events? You’re absolutely and we’ve run two large public events, one event in the fall, and that is a luncheon, and we run a large benefit in the spring. Between those two events we bring in about eight hundred thousand dollars, which of the total of one point, eight million dollars a year, is of significant piece of the private philanthropy of our agency. What we did was we looked at our fault luncheon and said, how is it that we would like to deliver the message message about the issue of human trafficking and educate our our attendees about it and also for them to have a call to action? We feel very strongly that people should leave an event for mice from my sister’s place, knowing and having something to do that they would not have known about or done otherwise. And so, while every non-profit organization has a very significant mission and helps to enhance the quality of life for the community, my sister’s place specifically looks at issues and says, this is not something that people necessarily know about. And we want to engage them, we want to inform them, and we want them to walk out and say that they want to be part of the solution in making permanent change in the way our society thinks about about different issues. All right, so as we’re planning our event, how do we plan to engage people so that they do become informed? Absolutely. The first component part that really is most significant in the success of any event is the leadership development, having strong co chairs and a committee as anybody that’s listening to non-profit radio nose is going to contribute immeasurably to your ability to be financially successful. A lot of people may not know that’s why you’re here toe help them explain that i don’t understand some may of surely, but a lot of people may not. They may not have done a lot of event programming when you have a special event, while you might be the best of them planner in the entire world and the most organized person and you could even be the best fundraiser around, but without having partners on your lace side, which is your volunteer side to help you. To make that event come to fruition and to bring their friends and associates not justus attendees, but as investors to the event, you might meet the financial success, but you will not meet your program goals, and you will not develop the future leadership and philanthropist to the agency. So how do we recruit the right people to be the chair and co chair, the natural first place to go to recruit your co chairs and your leadership is to your board of directors to to ask your board, can they help to identify people that will find this issue that you’re addressing compelling? Find your agency compelling people that you want to put on the committee so that they start to learn about the work so that they start to bring people in on more informal with a lower risk basis? Chairs for your events have to be able to make the commitment to significantly fund-raising and support your event. So when you’re thinking about someone they might be, you might be thinking about thie district attorney or the deputy district attorney that’s dealing with your issue. However, the reality is that that person, while they might be so knowledgeable they might not be the appropriate fund-raising vice chair or chair for your event. They probably are a very good speaker for your event. They can substantively helpyou. But in terms of leadership, what you want is somebody that wants to be knowing. But that also has capacity to bring in people from the outside and to also be personally supportive in the most meaningful way that’s appropriate for them. All right, now we’ve recruited our co chairs. Now, do you have a preference for is it better to have two people? Is co chairs or one chair is sufficient? If there is a presence that question, try todo well, we try to do is to always have somebody from our board of directors that has agreed to serve in a chair’s position. We also at my sister’s place have an honorary board of directors. So we also have a member of our honorary board to serve as a co chair. And then we have one outside set of co chairs people that are either involved corporately in the work of the agency. So, for example, we’re fortunate to have avon is a significant corporate partner and swiss re the reinsurance company is a corporate partner, so we might reach out to one of them and ask them if they would serve as a co chair. Or lexisnexis is a very significant partner of my sister’s place, and we have ah, human trafficking fellowship with lexisnexis. So we’ll ask for them to be able to be engaged. His leadership. How do we divide responsibilities across all these cochairs honorary co chairs? How did the job’s sort out? Sure. Well, we do is we hold the first meeting with all of the co chairs where we do it overviewing of the event we talk about the program, we talk about the venue, we talk about the leadership and building the committee for the event and we talk about the financial goals and in terms of the financial goals right from the very outset, we put together what we call a gift pyramid, and that is how many gifts is it going to take at each level? Two attained the financial goals that we have, and we really, really pushed the issue of the gift pyramid at the first committee meeting because committee members and leadership always air excited to get to know each other, and while we’re thrilled for people’s enthusiasm to get to know each other and and to get to know the work of the agency, we want to keep people’s eye on the ball. So it’s always a very fine balance between allowing them that opportunity to have this experience be one that’s enhancing of the totality of their life, but to be very focused and maintain our professional objectives. Should we be talking about fund-raising objectives and the and the gift pyramid at the recruitment stage, where we’re just inviting people to be the co chair so that they understand what the expectations are? Or yes, when we recruit leadership, we always give them what the expectation is of them as leadership in what the financial goals of the event, or it’s at the committee meeting that we really defined, how is it that we get there? And and what can each of us do in the many walks of life that we each walk in to help us to get to that place? Okay, now so where we’ve recruited our leadership, we’re now how how is the organization supporting them as as they are? Going out and doing their fund-raising work, my sister’s place spends a good deal of time and energy on putting together our materials for recruitment and for the implementation of the event itself. We immediately create branding and image ing for the event we work with a designer on dh. I happen to be looking at her across the room right now, because she’s here we work with the designer and we put together a zay, said the branding for it with the invitation covered and then out of the invitation cover comes to save the date and a few different a few different monograms that we can pull off of the invitation itself that will be able to use on printed materials, whether it be no cords or flyers or sponsorship forms, et cetera. We get the printed information in a form and present each committee member and each leadership member a package for them to be ableto work with both individuals, corporations and anybody else that they might be able to speak with on our behalf is my sister’s place also going out with the volunteers to help them in the fund-raising we work with volunteers in the way that they believe will be most effective for them and oftentimes a volunteer might say that they really want this support and they and they don’t even really necessarily want to be a spokesperson. They would like to just make the introduction and bring us in to do the presentation of the agency and of the event itself and of the benefits of becoming engaged in a sponsor of the event. We try to follow the lead of where people take us. We don’t ever want to presuppose a certain way to make something happen. What we want to do is have many different tools in our tool kit to be ableto effectuate them being most successful and feeling good about their experience. Nancy levin is director of development and external affairs at my sister’s place, and we’re talking about your event management and theming your events. Her conference topic is when an event is not just an event before, during and after spinning your theme. So now as you and the volunteer leadership are going out, or maybe they’re going alone but a sze yu said, however, there most comfortable information is coming in questions air coming in. From potential potential attendees, potential table purchasers. What i really want to get the details of the the support that you give to thee, the volunteers who does all this follow-up to the meetings, we work with the volunteer to provide the follow-up information that they may want to do the follow-up individually, or they may ask us to do the follow-up they might say, we’ve made the introduction that you take it from there, you run with it, we have what we have, what we call a moves management system, which is that we have a list of prospects, we have a list of people that we believe will be we’ll find this enticing, and we very strategically moved through the list and divide people up and make sure that every stone is uncovered so that we maximize our ability for resource development. What we will do is sit in a weekly development meeting, and we will. I have a small staff of people, and we will look through every name and update one another with any activity. That’s gone on. Have they called? Have they researched? Have they have they ran any names by us to make sure? That there’s no conflict. And then we will make sure that those person, those people in question, will be receiving a phone call with a request for a meeting, a package in the mail. An email with a link to our eve i tte version or ari sponsorship version. Because of all the many modes that we all work in these days, a combination of social media, website, e blast and then traditional hard materials. We have so many ways, as we all know, since we receive all these many modes from other people to be able to create a cocoon of of opportunity for people to really know that this is going to be ever present in there, you know, in their communications modes over the next couple of months. Talking alternative radio twenty four hours a day. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free second reading. Learn how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen every monday at eleven a, m on talking alternative dot com. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit, you’ll hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community. Hi, this is nancy taito from speaks. Been radio speaks. Been. Radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. 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. Talking. Um oh, yes, oh, now this is an ongoing process. Volunteers were out meeting, that is so then there soliciting and information is going out from my sister’s place to support them as questions develop what’s one more thing that we should be thinking about that you think is key before the event before the event. We really need to spend a lot of focus on program because you don’t want to just get the room filled with three hundred people, god willing, you want to be able to have three hundred people in the room that are going to be moved by the eric their experience. So in addition to all of the recruitment components, what we’re looking at is how do we create the most compelling evening? Well, you create a compelling event by looking at what’s going to bring people to the information that you want in a way that they will be able to hear it best when people sit down in a room, they’re going to have an attention span for you for about forty five minutes, forty five minutes of between getting their dinner and their their appetizer, their main course, etcetera and getting their program in so what you what we do at my sister’s place is we start off we really we to answer your first question, we try to keep speakers to a minimum. We have one person that serves as the emcee through the evening that kind of guide you because the more transitions you have, the more time it’s taking and then more people have to keep switching their focus on and off from from people speak differently. People’s inflections or different you want to keep them on the track of where they’re engaged, but not asking them to remain engaged in all different style with all different style speakers. So we try and keep this speaker number to a minimum. If we are honoring somebody, we have an honoree. We have the personages introducing an awarding the honoree and we have an m c and then we have some kind of program components are these? Are these speakers all timed, including the honoree? That was exactly how much time here because every speaker is timed and the timing is on. Ly is good as the paper. You put it on because as i experienced today when you know we did a presentation here at the conference today, and the conference was running fifteen minutes behind, so that meant that our presentation either had to be fifteen minutes shorter or it had to the conference had to keep going fifteen minutes, you know, every every speaker was going to be fifteen minutes late. So what you have to know is that when you create these timelines and what we call them is a chronology of the evening that you created in the ideal fashion and you accept or know that you’re going to have to be malleable, you’re not going to take a cane and pull your speaker off the stage because they’re not sticking with the time constraints in the chronology, but you have to have realistic expectations for what people are going to do, even given the instructions that you give them. Andi, i think, nancy, i just want to make clear to the audience that this applies in really in any kind of event, absolutely. This doesn’t have to be a gala with hundreds of people where there was a big cocktail hour in our sitting in the waldorf astoria thing, this could be just you. Know this could just be patient. This could just be twenty five or fifty people at a luncheon as well, right? Absolutely. One person throws the timing off by two to three minutes. You’ve got two to three people doing that you’re already fifteen minutes behind, so you always have to be mindful of that as the professional, but at the same time, you want to really be able to share with your people. Oftentimes i asked people to share their presentation, so i time what their presentations going to bay and if it really is so far afield and look, obviously i can’t go to senator gillibrand and say to her chief of staff, i want to read her speech, and if the speeches you knows ten minutes longer than i wanted to be, i can gently say to her chief of staff, will we really would you know, we’re really hoping to move the programme in this direction and in this timing, and we want the senator to have the opportunity to be able to and you try and make it feel like it’s, you’re doing something for the other person, not that you’re being critical of the way they’re presenting that you’re giving them an opportunity. A supposed tio you’re taking away from their presentation. So suppose we have a lot of people we want to honor. Is it a mistake to have? I guess you could have. I mean, you could have too many honorees, and then the night is going to drag beyond the forty five minutes of attention that people have. Not only is it going to drag, but it also has not might not give the due to the honorees that you want them to have what we have done when we do group different groups of honorees. So if we’re honoring community groups a junior league, um ah on employee group inc ah, nde es a church based social action committee. What we will do is from the podium we will speak about each one will put a little thirty second short about each group together thirty second short video about each group together we’ll speak about them from the podium. We’ll speak about what they’ve done on behalf of our agency and we’ll ask them to stand at their seats and we acknowledge them and we take pictures with them before. The event starts at a predetermined place that’s set up for photography and do pictures and award presentation so that we’re not moving three or four or five people up to the stage to potentially speak and tio then take up another half hour in programming and wee wee, when we first did this, we were quite concerned that the honorees would feel offended that we weren’t giving them. Ugh, this really wasn’t an honoring us really was kind of paying tribute, which essentially is true, but what was the reaction? Every honoree was perfectly fine and comfortable, and i’m talking about everybody from a ceo to a big corporation. Teo, a junior league president, we have never met resistance from it. They understand that people you know, around on tight time frames, we have to recognize the change in our world and that people have limited attention span and limited time and that while they want to be supportive, they want to be supportive in the way that they can do it. That fits in with their lifestyle that fits in with their their personal, you know, their own personal attention spans and limited abilities. So what we want to do is really keep that at the forefront when we’re figuring out how to program nancy, would you have just about two minutes left about post event? Well, what what’s your advice around extinction, that theme on din the important follow-up to the event absolutely post event again, when we think of our theme post event, what we’re looking for is what’s going to come out of this event from both the fund-raising in a programmatic perspective. So after our human trafficking programs in both the fall in the spring are human trafficking fund-raising events, we were able to do a film screening at the jacob burns film center, we were able to do a number of round tables at different peoples there’s other events weigh many events, we call the many events, and then we’re able to create other small fund-raising opportunities to do that, and then you start to also really build and have evolving leadership for your agency because they become more deeply engaged in the issue. It’s also another way of bringing people back to something closer. I’m not as large an event, but but cracked its great follow-up because now you can spend more. Time talking about the agency and its work and it’s much more compelling, interesting than an email or a letter follow-up correct, absolutely. And you’ve gotten good response to them tow those many events? Yes, absolutely are round tables have been so well attended that the notion of a round tables that you have twelve people when you have twenty two people that want to come it’s, not a round table it’s a small event. So we really have been very focused on getting captains from communities to host individual round tables. So now here you are creating leaderships from different areas for your agency so that you start to have point people in different communities that you can call upon for a variety of different things and that your board of directors does not always become the only go to place for your agency. When you’re looking for people to become ambassadors, you want your event to raise money, to build awareness of an issue and build the next group of ambassadors for your agency out there in the larger community. And i believe if you accomplish those goals, you can feel really good about spinning your theme to make a successful event and a successful fund-raising operation nance, eleven, is director of development and external affairs at my sister’s place. Her conference topic at national philanthropy day is when an event is not just an event before, during and after spending your theme. Yeah, yes, thank you very much for being here. Thank you so much, tony. I’m so appreciative of having the opportunity and please do go to our website www dot msp and why dot or third more about the agency and more about how we do our business. Have a great day, nancy and happy birthday also, thank you very much. My thanks to nancy levin and the folks at westchester county association of fund-raising professionals and also william henry for both being guests today. Next week, i’ll be at the fund-raising day conference hosted by association fund-raising professionals in new york city chapter that’s their big fund-raising day we’re a media sponsor will be on the exhibit floor, and i’ll be doing lots of interviews for the show. So next week i’m going to rebroadcast a vintage show from august got women donors. My guests were on willbe michelle walsh from the us fund. For unicef and travis fraser from united way of new york city, we talk about successful initiatives to expand your female donor base and that was recorded at last year’s fund-raising day. Also, maria simple return with loving linked in our prospect research contributor has strategies for using linked in to find people and organizations who could be your next employee board members, donors or sponsors. We’re all over the social networks. 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Nonprofit Radio, November 11, 2011: Work/Life Balance, Volunteer Visibility, & Westchester AFP

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

My Guests:

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

Rachel Emma Silverman: Work/Life Balance

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

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

Maria Semple
Maria Semple: Volunteer Visibility

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

Joe Ferraro: Westchester AFP

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


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

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

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