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Nonprofit Radio for September 8, 2017: Video Storytelling & Deep Pockets

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My Guests:

Yasmin Nguyen & Sheri Chaney Jones: Video Storytelling

(L to R) Nguyen & Chaney Jones

In a crowded video internet, how do you tell that compelling story so your message moves others to take action? Sharing their smart strategies are Yasmin Nguyen from VibranceGlobal, and Sheri Chaney Jones, with Measurement Resources. (Originally aired September 4, 2015.)

 

 

Maria Semple: Deep Pockets

Maria SempleHow do you find pockets of wealth in the communities you serve? Maria Semple reveals her secrets. She’s our prospect research contributor and The Prospect Finder. (Originally aired March 28, 2014.)

 

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host oh, i’m glad you’re with me. I’d be forced to endure the pain of pancreas ola thigh assis if you hardened me with the idea that you missed today’s show video storytelling in a crowded video internet, how do you tell that compelling story? So your message moves others to take action. Sharing their smart strategies are yasmin win from vibranceglobal and sherry cheney jones with measurement resource is that originally aired september fourth, twenty fifteen and deep pockets. How do you find pockets of wealth in the communities you serve? Maria simple reveals her secrets. She’s, our prospect research contributor and the prospect finder that originally aired march twenty eighth, twenty fourteen on tony’s take two five minute planned giving marketing. We’re sponsored by wagner, cpas guiding you beyond the numbers wagner, cps dot com you’re not a business you’re non-profit apple owes accounting software designed for non-profits non-profit wizard dot com is them. We be spelling supercool spelling bee fundraisers. We be e spelling dot com here are yasmin win and sherry cheney jones with video storytelling welcome to tony martignetti non-profit radio coverage of ntc twenty fifteen the non-profit technology conference we’re at the austin convention center austin, texas we’re kicking off our coverage with this interview. Are my guests now? Are jasmine win and sherry cheney jones welcome. Thank you. Thank you, it’s. Good to be here. They’re seminar topic is stop shooting videos. Start unlocking stories. Jasmine win is founder and ceo of vibranceglobal and sherry cheney jones is president of measurement resource is let’s start sherry, what are non-profits not doing quite a cz? Well as they could with video interviews, storytelling? What? From my perspective, because we help non-profits measure and communicate their impact in value, they often are focusing on their impact. So how are they changing lives and changing circumstances there, too focused on the activities. So, really understanding what your true impact is and telling your stories from there. And you’re trying to elicit really heartfelt story telling stories. You know, emotional. We want emotional impact. Okay, what would you have you have? You know, i think that a lot of times we focus so much on the technology, the process of doing video and also the questions. That we ask people, and so we don’t focus enough on the connection and really, when you are able to provide a space for someone too open up to feel that they can speak about their passion, be grateful. They then create that connection that we can then capture and witness through videos and so it’s that focus on that connection rather than just the information or that exchange. Now, as we are today, you’re asking people to get in front of lights and cameras or and mike’s andi, open up. Yes, men. How are we gonna start this process first? Let’s, start with how do we find the right people? And then we’ll get into coaching them and and getting their best performance and storytelling out of them. But how do we find the right one? Yeah, absolute. Tony that the key thing is selecting the right people. And that starts with being mindful of who your audience is. You know, we found that the most impactful, ah, relevant person to interview talk with are a representation of our audience. So, for example, for appealing to a donor’s, then it be great to have a financial supporter donors to be able to speak in their language in the same mindset for them to connect and relate. So think about the group’s. We want this interview to be meaningful for and select people from that constituency. Right? Volunteers, donors, board members. Yeah. Ok. And someone who’s were well respected. Who’s. Our ticket who’s also a very passionate and a champion of of our particular cause to be able to speak for us but also, at the same time, carry the torch for our audience so that they can connect with them. Sure, anything you want to add to finding the right person is sure. I always say, think about your wise. Why do you do it? You do, but not just why does your organization do what it does? But why does your funders fund you and whitey? You’re participants participate. And when you’re finding people to tell your story, you want to make sure that you are covering those three perspectives. Okay, three wives. The three wise. Yep. Three wise men know e wise? Yes, different wise. Okay, sure. Let’s, say with you now. So we found the right people. How do we start the process of making them? Comfortable evoking the really heartfelt emotion that we’re tryingto chief? Sure. Well, i will actually default to us because he’s really good at that, you know, i’m i’m the one that helps you create the content think about what you should be eliciting and he’s when it does the great interviews, maybe you’re more on the on the production side. I’m more on the defining what what questions? You should be asking what impact you should be drawing down of them stuff like, okay, we’ll come to you very shortly. Okay, okay. We got plenty of time together. Twenty five. Just great. Yeah. You know, for someone to be at ease. You really it’s it’s? Really? About how you think about the interview or how you think about it being on video? A lot of times, people focus on the act of, you know, being on camera so they feel like they’re being evaluated. They’re being judged or in an interview, maybe you think of, like, a job interview or or some others where they have to perform, and they have to be perfect. And what that does is it raises this level of anxiety where you have tio feel. Like you have to know not necessarily be your best to be your most authentic. Authentic. Yeah, you’re you’re going to be your best if you’re most if you you’re most attentive, you just you write, which is hard to get and even on even in still right videos, pictures it really is okay, yeah, how are we gonna do so down? So so part of that is in the initial invitation is instead of hey, can you do a testimonial keen? And you come on camera and do a video it’s about framing it in a way that helps them give instead of being put in a position to perform. And so what i mean by giving is, you know, i’d like to invite you to come and share your story so that we can help inspire others like you. You know, we we want to put you in a place where you can be of service to others, and when you’re in that mindset of being of service, to be able to share your experience and insight so that it can help others, it takes that pressure off because now it’s about your own story, your own experience. And there’s no right or wrong. And so that that’s the first step is the mind set piece. Okay, so let’s try to avoid characterizing it as testimonial. Do you know, do something that way? Put a label on right or even an interview? It should be more of a conversation, and i find that mom i doing so far, you’re doing great. My failing is a failing grade know you’re at least a b plus or something. You’re doing great. You’ve done this a few times. I have a lot of securities right already. Absolutely cool. Yeah, s so tell me more. So so so that’s the first step is setting up the frame for for what? That experience is like giving them information so that they feel prepared, you know, even some questions not necessarily for them to prepare a script, but for them to at least be a tease to know what to expect, that there’s not going to be this sort of curveball, or they’re gonna be blindsided because people have a lot of anxiety around, you know the uncertainty. And so that that’s another element. And then once you actually get into the session, then then it’s really about creating that space? I go through a specific routine if i find that someone’s either really nervous or they’re very tense, where we do an exercise called a ci gong, slap on what that is is where you basically take your hand and one hand and you slap thea part of your front part of your arm all the way back to up to your chest, and then you do on the other side and then down to your legs and then back up through your back and then on your head as well. You do that a couple times having how hard you’re slapping, just just so just like just like this. So you’re going back like this and and and then down to your chest and then back-up and what you’re doing is you’re activating the various different meridian parties and your body, your head too as well, too. And then once you do that a couple times, you’ll notice this sort of tingle. It just activates the energy and yourself and so that’s physically gets you ready. Another gong xi gong slap? Yeah, yeah, you can google that nok will be on youtube. The other parties is also getting you into what we call the vortex or the zone or, you know, the peak performance state and so, you know, i listen to some music, so whatever music kind of gets you going here, the whole goal is to are we asking the person i interrupt all the time, you know, that’s bad that’s, bad technique, a weapon? You don’t have a conversation, really? So we’re asking the person in advance what’s your kind of music or bring bring some of your favorite music, you can bring some of that, but even before the actual interview, i will take time to have a phone conversation, just tow learn about that, okay, build that report so it’s not. We’re not meeting for the first time on camera and, uh, and that way, we feel like we’re friends and i can ask them about different things, so the whole goal is to get them out of their head and into their hearts, because when they start speaking from the heart when they start opening up that’s when the magic happens outstanding. All right, 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 it. Tony 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 surely now let’s, come to you with questions. Um, well, jasmine alluded to a little bit, but the types of questions where you’re aware your expertise comes in. It’s sure, in terms of thinking about what? Why are you doing this video? I’m sorry i called you jasmine jasmine? Pardon me? Sorry about that. Yes, you have been eluded. So what’s the purpose of the video you’re shooting. Who is your audience? What do they care about? And what we know about is although fund-raising is up from where it was pretty great recession levels, people want to know that there their money is actually making a difference. So no longer can we just say, oh, here’s a cute kid, i’m going to tell you my story about, you know, my family people really want to know that there’s a collective impact going on that there’s, you know, in the measurement world, the outcomes that you’re achieving. So you want to think about what are those outcomes that you know that people want you two to be showing and then making sure your interview questions air addressing those so people are telling their stories around how they experience the outcomes that you are saying that you’re achieving how they’re experiencing a perfect and we’re going to get really kind of personal, right? Like how i saved your life improved your life, help your child, etcetera. Yeah. So, you know, we have a list of twelve outcomes that typically non-profits air achieving like increased knowledge increased, gilles, you know, maintenance of new behavior, reduction of undesirable behavior. So no, those going in before you start asking your questions and let your interview we know that you’re going to want to know about, you know, how did this program increase your knowledge or help you get a job or, you know, decrease your, you know, risk for heart disease or whatever it is that you’re non-profits doing, make sure the questions are aligned with those important outcomes. Should we stay away from giving exact questions? You will be asked one, two, three, four, because i find in doing my show that that then leads to scripted questions, lead to scripted answers and and that’s not from the heart, that’s from appearing, like memorized so so sherry but we want to give them topics, right, but not exact questions. Is that? Is that the best practice or what? Either, either, yeah. I found that i could give them some questions and with a disclaimer that, you know, these are some of the similar types of questions that will be asking and then also explain to them how to prepare. So just think about some bullet points or just some stories that may be relevant but not necessarily prepare a script per se as well to so that that it alleviates the anxiety, but you’re also making sure that they don’t have a prepared answer. Percent yeah, yeah, like i said, then that’s not that’s, not the impact you’re gonna want, all right, anything else, before we get to the actual either of you need anything else before we get to the actual session with mike’s and lights and cameras that we should be thinking about? We didn’t talk about yet, you know, i think that’s that’s pretty much covers it for now we’re going to go and dive a little bit deeper into our session, then during that time. Yeah. Oh, well, i mean, there’s stuff you’re going to say in this session, you you won’t say here is that well, actually, you know, know what? We’ve got someone holding back. Of course not. Your size is okay. Okay. All right. I want shortchange non-profit ready. You know, of course, that all right. All right. So now we’re in the session, so presumably we’re in some kind of studio. These got a microphone because it might just we could just be doing audio, right? Possible? Absolutely. But might be lights and camera also who’s best toe ask, what do we do when we’re in the studio? Now? I could i could do that. Okay, yeah, you know, it’s again, it’s first getting them into that state it’s a two part process getting them into that place where they’re not thinking from their minus their speaking for the heart, then the next step, then it’s it’s like a dance. Then you’re the lead. And so through your mindful questions that you’ve designed, you’ve created both to communicate impact illicit to bring it out from them, per se. You’re also thinking about what is the overarching storyline that you’re trying to create. So one of the things that well, that we’re going to discuss in our session is the frame where for an appeals type of video, you know these air the videos that ah, non-profits play at their events to appeal to, you know, fundraisers and donors. And so there’s a seven start, seven step formula that i generally recommend to my clients as a guide for creating questions to elicit out those components. So the first part is, is that emotional hook or that connection? Something, whether it be a piece of data, something that’s compelling, or a story that just gets people that initially engaged. So they want to continue to watch the next step, then is ah gratitude appreciating the people that are there the people that have already supported you recognizing them so then they personally feel connected. Engaged. The third part then is impact showing the difference that that their support up until this point has made to show that you have traction, and that your stewards of their support this far. Then the next step is really diving into the importance of the purpose of the mission. Why are we all here? Why is it important to support us then? The next step is to is to paint a picture of what the future can be. So this is where we are. But this is how much we can this is how many more people we can serve. This is the greater impact that we can do. And then then goes the call to action, which is this is how you can help. This is how you can be a part of us achieving this bigger future. And the final part is that emotional clothes wrapping it up, tying it back to either the mission or or completing the circle of this story that leaves them with this emotional connection. But now they’ve see why why we’re doing this. They also know how they can be a part of it and that’s the framework in which we start to create questions that we start to elicit out in each of the different interviews. Sherry, this is a real art because that’s a lot to pack into what’s probably gonna be, you know, like a ford of five minute video or so bad. It’s doable, of course. Yeah, yeah. And i mean, in the session, we’re going toe share case study where one organization was ableto talk about their recreational programme with kids, but at the end of the day, they were able to demonstrate how they had a fifty seven thousand seven hundred seventy percent return on investment in those chilled children in terms of really transforming their earning potential over their lives. Just buy this, you know, recreational after school program and talk about and your fund-raising appeal if you’re able teo to share those stories, talk about those kids experience and at the end of the day, say, oh, by the way, give us five hundred dollars, and we’ll turn that into two hundred eighty nine thousand dollars for these children over the course of, you know, their lifetime that’s, very powerful and, you know, checkbooks are flying nah bins what if we’re in our studio session and it’s not going so well? Our interview is not really loosening up very tense you’re not getting the kind of emotion you’re hoping for. What what can we do to you? Break that besides achy gong slap anything else we can do? Like in them in that moment? Loosen him or her up? Yeah, yeah, you know, first of all, i always try with something with physiology. So some physical movement, whether it be breathing or others just to kind of, you know, shake out some of the stiffness there. If that doesn’t work, then i should start to shift into what are they passionate about? We totally go off or off camera off mike now, mike, or even even if the camera’s still on, but i shift their focus on hey, you know what? What do you know? What are you most passionate about? Tell me about your favorite, you know, and start getting really personal, and when they start to then connect with what really means, you know something to them, then it slowly they slowly start to kind of open up in that way. So i found that to be really effective, it might actually be a good idea to keep the camera rolling or the mike rolling because you might capture something really good whether they know it’s being captured or not. They’re there more of these because you’ve broken that i see you looking the tension about okay, let’s, create anything you want, but i was just saying, you know, a lot of it is the magic and editing, so if you know that framework that yasmin laid out and you know, that’s, what you’re going for, your looking for those nuggets that you’re going to put into that framework when you go to create your video and edit it together. And that that’s a really good point. Sherry, is that you know, when you’re looking at the post production editing process, you wanna have someone on your team that understands the story framework here? Not just someone that’s really a great good, you know, an editor or your your brother in law who knows howto video. But someone who understands the purpose understands the story’s understands elements of marketing as well so that they can put those pieces together in a meaningful way. Alright, we have plenty of time together. So you took some now about postproduction. We moved into that suddenly, that was well done. Thank you, baizman. What? What more about postproduction? Aside from let’s not have an amateur doing it. What else? What else can we say? You know, post production actually starts with preproduction. Always found that it’s very, very important to know the roadmap rather than shooting a bunch of content audio or visual and then just dumping it on to someone and saying here, figure it out so it’s it’s it’s essential to be involved throughout the process s so that’s, really, the key part here and then the other part is, is to understand buy-in to have someone who really understands the dynamics of human conversation per se, you know, there’s certain ways in which people speak that are more flattering than others. And so it’s it’s a very subtle nuance of how to cut the foot the pieces and then start assembled them together and then tie in either music or other elements that enhance that experience, whether it be visuals or other things as well to it sounds like you’re strongly suggesting that this be done by a professional. Yes, absolutely on dh they be involved from the beginning? Not just that you’ve given them a raw video file, and now they have to try, too. Kraft, what you’re describing? Great. Yeah, yeah, i think specially for your your fund-raising appeal videos and maybe the things on your website you’re going to ask people to donate to your cause. But i think for and you can correct me if you disagree, but for your maybe website testimonials or other things, you know, in our session, yasmin’s going to actually do one. On his iphone so just depends on what the purpose again understanding what is the purpose of the video? Your beauty that’s an excellent point. Yeah, i mean, we were we were talking last several minutes about the least, i think the the video that shone at the gala that ideally is evoking tears and and moving a room of seven hundred people or, you know, whatever, but on the other end of the spectrum share your point is really well taken. This could be very low production value with somebody with an iphone on dh can still be very, very moving. Yeah, absolutely doesn’t the production values don’t have to be high to be compelling? Yes. Depends what your purpose is. Yeah, and and and again, it’s, just starting with understanding, understanding your purpose, understanding your audience, understanding your call to action on and then finding the right medium for that. Um, i’m still going. Yeah, absolutely. It’s it’s really about having a storytelling mindset, it’s about having a mindset of thinking about what? What are we doing right now? And is who is this meaningful for? And then let’s just capture that moment, especially with technology these days. With, you know, our smartphones or iphones or android phones, you know, the cameras and the equipment is so advanced and it’s, i mean, you could capture a great experience bar trying to do it in the dark, but, i mean, if you think about wow, if i’m constantly thinking about how can i share this moment with someone else and who would benefit and why they would benefit, then then you’re you’re ready to go and as far as, like professional editing, you know, quite honestly, people can edit themselves, but really, i find that, like ninety plus percent of the clients and people i work with it’s a tedious process and that’s something that if they can learn how to improve the quality of capturing the experience that they can handed off to someone else, even if it’s simple edits it’s accessible and affordable for just even the average person who’s just doing a video for their they’re easing or something like that by phone has been picked up his phone as he was talking for those who are not watching the video as a visual. So i mean, it’s just it could be just that simple. Sure. You look like you want to add something. No, i’m just a green. Okay, oppcoll we still have another couple of minutes left together. What if i not ask you that? What have we not talked about? It doesn’t matter what stage of it is, what more would you like to say? It’s a great topic, i think. Just a kind of reiterate it’s about thinking about this experience, the interview or the video really as an opportunity for for you to help someone else give and and the way that they give is through their insights and experience. So we appreciate the opportunity to be here with you, tony, to be able to share and so it’s a it’s, a conversation and it’s an opportunity to give, and i think that really, when you start thinking of it this way, it alleviates a lot of stress and anxiety around the experience. Yeah, i’d love to leave loved leave it there, but we still have a couple minutes left, so i’m gonna press it’ll further on something i was thinking about when you’re recording. Do we do we need tohave an interviewer? Or should we just let the person kind? Of go free form and on dh hit on the topic questions hoping that they’ll do that or we need to have an interviewer. I i think yes, i think so. And unless the person is experience and very skilled with being able to create a connection themselves with either the camera, they’ve they’ve had either training or they could do it naturally. But i would say that the majority of the people are looking to have an interview because the goal is to experience a moment of connection. And how can you experience a connection without having some other person person? Lester trained to connect? Yeah, yes, directly to account. And so to answer your question, yes. Ah, it’s important to have at least someone there to connect with. Okay, yeah, sure, because i think it’s not it can be very scripted, and we’re trying to avoid that scripted feel so an interviewer helps reduce that that scripted feel better, more connection, okay? And, ah, there is one story i’d like to share and it’s about giving as well, too, and sherry’s heard this story a number of times because we actually start third i’m speaking together here, but last year, we were at the non-profit technology conference, and both of us were there to writing. So you guys last year, samaritan picked you up last year we missed each other in d c. Yeah, so sure. And i were both staying with our good friends neil and heather. Now new one. Heather had this amazing ten year old daughter named kendall. And every morning when we sit down for breakfast, kendall would just light up the room and she’d ask questions, and she will have about a minute left. Okay. Okay, so, so so anyway, you’re trained, so i know what you know. I’m gonna tell party there’s just to the store here, and i will re kapin the session here. Don’t worry about the way we wanna hear your story. Okay. All right. So so then ah, went the last morning that were there. She just barely looked up from her bowl and i said, hey, what’s going on, you seem different and she said, yeah, i’ve got to go sell girl scout cookies today i said, well, what’s wrong with that. People love cookies she said, yeah, but every time i get out there i get rejected and so i said, yeah, gosh, you know, i totally understand, so i asked her i said, hey, candle, how much of your cookies she said they’re four dollars a box? So i said here, here’s, twenty dollars, once you give me five boxes, she said really has like, yeah, it’s like, but here’s the thing i don’t eat cookies myself and so she but i want you to do what what i want to do is i want you to give these cookies to five people that you’ve never met before. All of a sudden her eyes lit up, she ran to her mom and said, mom, guess what? We get to give cookies away then? And i said, now here, kendall here’s, the reason why i want you to give those cookies away cause i want you to know what it’s like to make someone’s day. I want you to see, hear and feel their appreciation, and then when you’re out there and you’re asking someone to ask by a box of cookies, try this instead. Ask them hey, is there someone in your life that you really care about? I’d like to help you make their bay by giving them a box of cookies. So what we’re doing is we’re creating an opportunity for someone to give and so similar to this interview experience when you create an opportunity to give you shift that dynamic, so outstanding, we’re gonna leave it there. Thank you very, very much. You your favorite cookies with thin mints, by the way about us so good on this. Emotions are number two yasmin win he’s, founder and ceo of vibranceglobal and sherry cheney jones’s, president of measurement resource is non-profit radio coverage of ntc twenty fifteen the non-profit technology conference, thanks so much for being with us deep pockets with maria semple is coming up first, wagner cpas they do go way beyond the numbers for you. They have got dozens of policy statements for you to download a wireless device policy like no talking or texting while you’re driving for business purposes. Segregation of duties for financial oversight this chart will designate for you who should sign the checks? Who should write the checks? Who posts the accounts receivable? Who approves the payroll? It tells you who to assign each of these task too, and a bunch of other tasks. There’s a whistleblower policy, a conflict of interest policy, a travel policy, dozens of policies too many for me to name them all, go to wagner cps dot com creek resource is then guides stop wasting your time using business accounting software for your books you aren’t a business you’re non-profit appaloosa counting is designed for non-profits built from the ground up to make your financial management simple and affordable. It’s fun to counting, advanced reporting, donation tracking and more it’s all in one easy to use software they’re at non-profit wizard dot com check that out now. Time for tony take two i cut down my five minute plan giving marketing tips to a video that’s about three minutes long took it all down twenty five to three did the phone segment on the august eighteenth show? If you want a quick refresher video, you can have the takeaways in a three minute video. Plus, of course, there’s a link to the full facebook live video it’s at tony martignetti dot com for those five minutes plan giving marketing tips that is tony’s take two and here is marie a simple with deep pockets. Maria semple is with us. She is the prospect finder, the trainer and speaker on prospect research. Her website is the prospect finder dot com, and her book is panning for gold. Find your best dahna prospects now she’s our doi end of dirt cheap and free ideas. You can follow her on twitter at maria simple. Welcome back from vacation, maria. Thanks, tilly. Great to be back here with you. I’m glad you are. Where were you on vacation? We took the kids who are both in college. We took them on spring break and went down to riviera. Maya in mexico. Was this a selling vacation? I know you’re an avid sailor. No, it was land based. But it was wonderful. We did get out on a little catamaran to play that they had available at the resort, you know, to take out on your own. Just, you know, a smaller one. There was fun. There were times where your college kids thrilled about going on spring break with their mom and dad and sitting on the beach instead of being with their friends and drinking beers. Actually, they were. They were just fine with it. And, yeah, we won’t address the other. Part of that, i’m sure if they’re below twenty one that i’m certainly don’t drink beers or anything, are they? They’re they’re of age. They put it that way. Okay, okay, um, well, i’m glad you’re back. Uh, we’re talking about finding pockets of of affluence in communities. This this comes up in your practice, it does. It comes up a lot in, especially when i’m doing seminars or workshops in front of live groups, you’ve inevitably always have somebody raised their hand and say, g, we we really like to know a little bit more about our communities in terms of affluence. What what are the more affluent, zip zip codes on dh then, you know, what is philanthropy looking like in general amongst high net worth individuals? So i thought it might be kind of interesting for us to take some time and talk about what some of the resources are that are available online to kind of examine. You know, both of those areas. Okay, before we go online, is there any chance of starting with your immediate internal resources, like you’re bored? You could could you start there, perhaps? Oh, yeah, absolutely. You could definitely start. With your board what what i think is usually helpful, though, is if you very often, if if you goto your board and try and have a conversation at a board meeting or a development committee meeting and just kind of say, well, who do you know, give us the names of everyone, you know, you know, sometimes it’s better to kind of have maybe sort of almost vetted list first to se gi these air, some people we’ve identified or these air some affluent zip codes we’ve identified in our region? Does anybody know any of these people, or does anybody know anybody in the in the zip code? Because then now you’re getting them to really focus in on some specific people or some specific communities, and then, you know, versus them just trying to figure out who they know in their entire world or roll adex, okay, so we’re going to go online to try to generate these resource is start t these resources to try to generate lists and give people names and communities and things like that, too, jog their memories. Yeah, i think i think that works at a little bit better for a lot of boards, because a lot of people are a little bit more perhaps reserved, or they say, well, you know, who is it that you want me to bring to the table here, give me a little bit more parameter around that. Okay? Well, you’re our diet of dirt cheap and free, so where should we get started with this? So, you know, the census pulls together a lot of great data about communities, and that really is the basis for a lot of these statistics that you can get regarding not only where income levels are and wealth, but how what the makeup is of the population, right? So this could have implications not only for the fund-raising side of your non-profit but also thinking about programs and services that you offer. And, you know, maybe you have certain services that are more geared toward females are more geared towards certain types of populations, maybe immigrants, so you would want to know how you know, what is our population, makeup and how well, with this programme are service you’ve made have a sense that this might be something that you want to offer at your non-profit but not knowing the exact make of of the community you you would probably be, you know, better off. Just kind of doing a little bit of research to see. Well, just what are the numbers of the people in that community that make up that population? Ok, how do we access the census data? So one source is directly from the census itself. It’s it’s called american fact finder. And the website is a fact finder to roman that’s, the numeral two three arabic. We know that’s the arabic numerals, right. The arabic numerals, right back finder to dot census dot gov. So that is a pretty good place to start, because what you can actually dio is you can put in your specific zip code that you would like to do a little bit of research on. And you can get information, for example, like the average adjusted gross income for that community versus the entire state. What charitable contribution deductions are in that zip code. So that could because tito that’s very interesting. Yeah, it’ll. So i had gone in in prep preparation for this particular show today. I went in and put my own zip code in and saw that the average charitable contributions were three thousand sixty two dollars, right? So if you’re trying to think about where tio really start mining specific communities, it could be an interesting way to see if that how about community compares to other nearby communities, and you can also look at income income statistics there you can look at income, you can look at average adjusted gross income. You, khun look att estimated median household income. Andi khun, look att house values as well. So i thought that was kind of interesting because a lot of people will say, well, g, you know it it seems to be that the communities where there might be hyre hyre home values could potentially then translate to higher income bracket and potentially hyre giving as well, yes, interesting so you can you can play with these different variables of income and assets and charitable deductions average terrible reductions in the right zip code, for example, in my zip code. One thing that i found to be kind of interesting when i looked at the estimated median house value in in two thousand eleven as it was broken down by race, um, the asian community came out highest at just over five hundred seventy five thousand. The next highest level was the white population at four, sixty nine and change. So it was interesting to see how, how even they can break it down by race, based on the information found and census data. Okay, and that’s all that fact finder to dot census dot gov, right and another site as well. Which is it? City dash data dot com mom, where you can look at a lot of this broken down but focusing first on the census site that i mentioned the fact finder site, you can download their data into excel spreadsheet. So i thought that was interesting, because then you can you know, if you if you needed to do any type of reporting at your in you can take those spreadsheets and share them with other people within your organization, be that, you know, staff, or or bored, you can also sort you can also sort by different variables, right? Absolutely. And then they also had poverty, statistics and statistics around veterans. So if you were looking to try and figure out where the poverty stats, where, you know, maybe you’re trying to develop programming for lower income children in your community or something like that. You can try and take a look at where those stats are also some non-profits are addressing the needs of veterans, and so you could try and determine what the numbers of veterans in our communities and trying to come up with programming for that specific population. Okay, that’s a very good one. I love that one. Ah, yeah. All right, you mentioned city hyphen data. Dot com city data city data dot com there’s a hyphen in there? Absolutely. And i can put these on your facebook page, if you like after the show. Well, yeah, i’m going to do the takeaways and i’ll have a bunch of them. But you, khun, you can then add some or two you’ll be able to add beyond what i what i put in the takeaways. Okay, okay, terrific. So there again, you can search by zip code and again, you can look at the those adjusted gross income figures, charity contributions, home values again broken down by race and so forth. And, you know, you can a lot of the data you’ll you’ll note it’s laid out a little bit differently. So i think what i would say to your listeners is checked both of them out. See what type of information it is that you want to pull out of this. Andi, see if if if the data is going to be useful for you, it’s presented a little bit differently on the two websites. But i have a feeling that the actual core of where all the data is coming from. It’s really? All from the census. Oh, interesting. Ok, same data differently presented. So youse both lookit lookit? Both. Okay, absolutely. This is an example. You know, i love this example of ah, value that the government provides us through the through the census. Yeah. It’s all it’s all there, it’s free. And so why not take advantage of you know, all of this? All this work legwork somebody else has done for you. What else you got for us? So then i was beginning to think about, well, let’s, look, a philanthropy in general and the mindset, perhaps, of high net worth individuals and two interesting studies that are out there. One is by bank of america. They do a high net worth study on the last one was done at the end of two thousand twelve and another a source that i do want to give some time to talk about is the chronicle of philanthropy because they did something in two thousand twelve called hyre how america gives you remember that and the make of america’s study it is quite lengthy. They do have an executive summaries well, and that girl is a bit longer. So but of course, if you if you just google the bank of america hi network study, you’ll get right to it as well. But what i thought was kind of interesting is that, you know, that they profile how the high net worth individuals are giving now. So where the state of giving wass and at that point in time when they did this study and also how they might be projected to give so i would really encourage the non-profits to take a look at that, especially if they’re looking to, you know, really increase their individual giving program. Ah, most high net worth individuals just to kind of understand where the mind set is for these individuals. Okay, so this is sort of after you’ve identified people that this isn’t really to identify pockets of affluence in your community, but how to deal with those affluent populations, right? Why they why they give what motivates their giving? What motivates their giving? Right? So trying to trying to figure out where they’re giving, where, where might it be going? What is their mindset? So it’s one thing to be able to identify those pockets, but then how do you interact with them? How do you take that data and make it useful for you? Right? So one thing that i found interesting on on one of the pages of the report was that of that particular report was that the high net worth donors are increasing, they’re increasingly directing their gifts towards operating support. Ah, and this is something i get all the time. When i hear at my seminars, people will say, well, you know, the foundations and corporations they really want seem to really want ty, they’re giving to very specific program, nobody wants to fund operating support, but here in this report, they’re saying that they are open to the high net worth individuals are open to ah e-giving you contributions toward operating support. So i think that this is a huge opportunity for non-profits to focus up, because obviously these donors do understand about overhead. They understand that there has to be money for the lights and the heat, et cetera, and i think that you can easily direct some of your conversations to that. That sector. All right, we have to. We have to take a break for a couple minutes. Maria, when we come back, we’ll keep talking about these deep pockets, how to find them. We’ll talk about that chronicle of philanthropy survey, and i know that you have some others, so everybody stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from a standup 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 naomi levine from new york universities heimans center on philantech 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 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 guests directly. To sign up, visit the facebook page for tony martignetti dot com. Lively clamber station top trends, sound advice, that’s tony martignetti, yeah, that’s. Tony martignetti non-profit radio. Oh, and i’m travis frazier from united way of new york city, and i’m michelle walls from the us fund for unicef. More live listener love going abroad, sweden, iran and carefully uk but it’s not spelled carefully like the word of course, i could be bringing mispronouncing it, but it looks like carefully to me. C e r p h i l l y welcome live listen, love also tampa, florida, atlanta, georgia, moorestown, new jersey and two unidentified in the u s so if i didn’t say your city, your state, you could be you could be masking, which which which i can’t say i blame you for, but we know you’re out there. We see you very vaguely somewhere in the fifty states. Maria simple. I want to thank you for including a picture of me on your the prospect finder, micro fiber cleaning cloth. Thank you like that. I don’t know how i feel about my face being smeared across people’s monitors and smartphones, but but i think there’s a little picture of you and me in the studio, on the arm, on your cleaning cloth. Thank you very much. You’re very welcome, very welcome. So i decided that sometimes that some of my speaking engagements i might be able to hand that out and be a nice little thing that people could keep and think about our faces for years to come. And i noticed, too. If i if i stretch it vertically, it makes me look hydrocephalus. Oh, my goodness, i haven’t tried them, and if you stretch it horizontally, then looks like i’ve gained about one hundred twenty five pounds. Can i send out some listener lovas? Well, three times? Well, because of your show, i was asked to go and speak to women in philanthropy of western massachusetts back in february, and they’re huge fans of your show. And so i just wanted to give a shout out to them and say hi, thank you very much. Women and women in philanthropy western mass and they’ve invited me to come, but they’re booked until, like, next mayor april or something like that. Twenty fifteen not talking about this year. They’re booked until spring of next year sometime. So tired. Organized group. Yeah. I have time to make my reservations. Um okay. Let’s. Go back to our deep pockets. Was there anything more you want to say about the bank of america study of high net worth philanthropy, or we finished with that? No, you know it’s very in depth, really good projections i found on pages sixty three to sixty five of the study of how they’re giving now and how they’re projected to give so people are feeling a little overwhelmed with study, and they want to at least try and figure out what wears what this all means for me. And where should i go with it? I would say they should focus on pages sixty three to sixty five study that’s incredibly valuable, because and so is the fact that you said earlier there’s an executive summary, because if i was listening and i heard sixty five pages in a survey, i think i’d move on to your next suggestion. But that’s, just me, but it is called the bank of america study of high net worth philanthropy, and as marie said, you can search for that and get it for free. What do we got over the chronicle of philanthropy? This how america gives thing. So what they did back in two thousand twelve, they, uh, they decided to make an entire map of the united states you can put in your zip code and get a lot of data. On where philanthropy is for those specific zip code. So i thought that was kind of interesting because, as you know, the chronicle is one of those resource is that a lot of people really rely on. Um so when i gone in, i put my zip code in, i took a look at they give a breakdown by total contributions what the median contribution is. And then they also give you the median discretionary income. Um, and then they give it as a percentage, they give you the percentage of income given. So i thought that was it was pretty good. They give a breakdown as well by demographic. So you just have an idea. You can look at a breakdown by age, race as well as education level of the population. Uh, just in case that was of interest to you. And they give a breakdown by income level of giving. So if you wanted to see, like they break it down between the people who make between fifty, the study basically starts at assuming on income level of at least fifty thousand. So fifty thousand to one hundred, and then one hundred, two hundred, two hundred. And up and then all income levels help me understand how you would use all these sites. And i know there’s another one one of two we’re going to get to but some claim gives you ah, project a task a need. How would you use all these different sites? You go to all of them? Or do you? You find some from some sites and other info from other sites. How do you approach this? Well, it really depends on what specific piece of information they want. Most of the time they’re giving me the name of an individual. Teo actually profile for them, and other times they might come to me and say, well, you know, we’re interested in it banding and doing some proactive prospecting, you know, where are some of the more affluent neighborhoods that we should be looking to perhaps hold cultivation events? Um, sent mailers out, too, so they’re just trying to identify what are those pockets near them that they should be potentially targeting if they want to get into some proactive prospect and get some new names of people associated with their organization? Right? And if that’s your that’s, your charge, the ladder to find those pockets. How would you how would you approach that? So i would probably go. Teo, both chronicle of philanthropy study, as well as the census data to try and identify where those hyre income levels are and those those locations where people are giving more. So they be more of, i guess, the more likelihood of success if they’re both approaching people with higher incomes and also are accustomed to giving hyre levels of money. Okay, okay, on. And then, of course, you have to devise. You know, what is going to be our plan if we want to go to that entire zip code? What? You know what? What are we going to do? Are we going to divide the mailer to go to all the households there’s in every door direct program, for example, that the post office runs where you can target specific zip codes? Um, every every door direct, no shoot. Right? We’re out of time. Let’s. Hold that every door. Direct, let’s, let’s. Talk about that next time. And ah, unfortunately have to leave it there. So there are some other resource is that you have? Which we will include? You can add to the to the takeaway is that i do on the facebook page, okay, sure, absolutely. Thank you very much, maria simple, the prospect finder at the prospect finder dot com, and on twitter at marie. A simple thank you, maria thank you next week, run like a business and program you’re bored. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. These are our sponsors weinger sepa is guiding you beyond the numbers. Wagner, cps dot com you’re not a business you’re non-profit apolo see accounting. It is software designed for non-profits non-profit wizard dot com, and we be spelling supercool spelling bee fundraisers we b e spelling dot com creative producer is claire meyerhoff. 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Nonprofit Radio for June 30, 2017: Persuading The Wealthy To Donate & Your Board’s Role In Executive Hiring

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Ashley Whillans: Persuading The Wealthy To Donate

Ashley Whillans’ research reveals the language that stimulates giving from your wealthy potential donors. She’s assistant professor at Harvard Business School.

 

 

 

Gene Takagi: Your Board’s Role In Executive Hiring

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Gene Takagi, our legal contributor and principal of the Nonprofit & Exempt Organizations law group (NEO), walks us through this important board responsibility: hiring the executive officer. (Originally aired 7/11/14)

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the either ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d suffer the embarrassment of pem fi gis if you bullied me with the idea that you missed today’s show persuading the wealthy to donate ashley whillans research reveals the language that stimulates giving from your wealthy potential donors and your boards role in executive hiring. Jing takagi are legal contributor and principal of the non-profit and exempt organizations law group walks us through this important board responsibility hyre ing the executive officer that originally aired on july eleven twenty fourteen on tony’s take two the charleston principles we’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com and by we be spelling super cool spelling bee fundraisers we b e spelling dot com my pleasure. Now to welcome ashley whillans to the show, she just turned her phd from the university of british columbia. She conducts research with non-profits companies and government. She was a twenty fifteen rising star of behavioral science. In twenty sixteen, she helped start the behavioral insights group. In the british columbia provincial government next month, ashley begins her faculty career as an assistant professor at the harvard business school in negotiations organizations and markets she’s at ashley whillans and i’m very glad to welcome her to non-profit radio welcome, ashley. Thank you so much for having me this morning. Pleasure. Now, there’s. A lot going on in your life. You just got your ph d just last month, right? You just graduated? Yeah. That’s. Right. Uh, something like two weeks ago. I just got my my doctorate. Congratulations, that’s. Outstanding. Because because when we started, when we started emailing your your email signature said phd candidate and now it says ashley whillans phd. Yeah. That’s right. That was the most exciting email change i made recently. Yes. Right. You got to go into preferences signatures and change. Delete the word candidate that’s. Outstanding. Yeah, great. Yeah. Now i see you are not using period’s. Most people do. Ph, period d period. You’re opting against the periods. Is there some kind of ah, that a brevity fetish you have or something? What? Why’s that no periods. Yes. Efficiency, laziness, something like that. Okay, even those two keystrokes, those two period keystrokes. It’s. Too much with the right hand. Too much. Okay. Okay, on dh now, big, big changes coming up you. So you’re you’re in british columbia that you went to university of british columbia. But now you gotta move to cambridge, right? You’re moving tomorrow? Yeah. Moving tomorrow. Uh, morning. Cambridge, massachusetts that’s. Incredible. Um, good luck in the move. Are you are you a canadian originally? Your canadian citizen? I am a canadian. Okay. All right. Now, aren’t you at all concerned about our muslim ban? I know ashley willens. So that’s a suspicious sounding name to me. Is that a muslim? Ashley whillans is that a muslim name? Sounds sounds muslim. No, i i don’t have to worry about it, but i know it is an issue for some of my my friends. So this’s america shortly? Okay, you’re you’re friends, right? It’s affects a lot of people’s friends and that you know where the where the democracy, where everyone is under suspicion. So i did see your head shot and i did not see ah, hey, job on your head shot. So may i hope you’ll get through scrutiny. I don’t know what we’re looking at canadian citizens, how scrupulous were being. I hope you have no trouble coming in. Let’s, get to the substance of sort of self concept and and giving, let me ask, let me start. A lot of people think the wealthy are selfish. Is that so? So i would definitely hesitate against that general idea related to the research that i did. I think it’s, so i think that that wealthy individuals have a lot of personal control and so it’s not that wealthier individuals, on average or selfish, but rather that they and are used to and enjoy having autonomy or personal control over decisions in their daily life. Yeah, that autonomy then and an agency we’re going, we’re going to get to. There was a really interesting study in twenty fifteen of preschoolers, which is related to the work that you did and we’re going to talk about, can you? Can you summarize that for us? That twenty fifteen preschoolers research? Um so i think broadly, this wasn’t my research was that the preschool fighting is that kids from wealthier families actually give less tokens during an economic game in the lab than been children from less wealthy background, so they decide to keep more tokens for themselves, even when the tokens they’re going to go to other children who who couldn’t be there to participate in the study because they were at sick in half because they’re sick in the hospital, right? This study is just one example of many that are sort of proliferating in the social sciences, suggesting that, um, people from wealthier backgrounds tends to give less when one provided with the opportunity, right? And your research finds the way teo overcome what? What? Maybe? Well, it’s, your research points out that it’s really not something innate, but it’s the messaging coming from the charities that is a variable factor that can influence the giving of the wealthy and the less affluent, too. Yes, that’s right. So, really, what our research fight is that the and this is this isn’t necessarily surprising so fund-raising professional, they’re like, of course, you should table your message to your audience, but i think what’s, really. So what we find is that he’s more agenda messages, messages that focus on personal achievement and control are more effective it encouraging giving among those with the greatest capacity or messages that focus on what we can all do together to help the cause are more effective for those with the less capacity give but across our studies of more than thousand working adults from both chicago in vancouver, we don’t find any inherent differences in our studies between those with most the most money in our samples in those with please okay, samples so we don’t see a main effect where people who are wealthy orc are giving much less, and people have less money or giving maurine the content of the earth studies. But rather we find that depending on how the message is frame’s related to charitable giving, the wealthy give more or the left latto give more. Okay, now that sound very it sounds like you’ve said that those few paragraphs a bunch of times in the past couple months or so nastad sounded very, very polished and finished. Have you repeated those words a few times? No, not too much, not too much, but i have thought about this research a lot over the last three years. Yeah, okay. All right, well, it’s there’s a lot there. We’re gonna unpack it, but, um, yeah, i like the bottom line is that it’s not only about the wealthy and it the tailoring a lot of times fundraisers or anybody and non-profit they talk about tailoring a message? They mean used the person’s first name or, you know, address them personally or address them by ah, bye program that they’re interested in or certainly maybe e-giving level where, you know, but we’re we’re talking about cutting it. A different way. Which would be bye affluence. Do i have that on my perverting? Your researcher of kapin basically absolutely right. Okay, okay. We’re gonna go out for our first break. Thank you for telling me. I did not pervert your research. I don’t want to do that. We’re gonna go out for a first for our break. And when we come back, you and i will continue talking about persuading the wealthy and others to donate using the right messaging. Stay with us. 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 it. Tony 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 welcome back to big non-profit ideas for the either ninety five percent. Ashley whillans recent phd. We’re talking about her research on messaging and e-giving ah, the different levels of of affluence. Actually, you did this with riel charities. Is that that’s what i gather, right? Yes. That’s, right. So we conducted the research with an organization that focuses on effective plan to be the life you can save on. We’ve also done this with a large private university in the united states. Okay, i guess you’re not at liberty to say the the name of the university is that? Does that part of the agreement? That’s, right? Yeah. Kapin nondisclosure agreement. Okay, now we know that you’re headed to harvard business school, but, you know, that’s just may just be a coincidence. Oh, by the way, what? It wasn’t there, it wasn’t. It wasn’t there. Okay, but where were you going to be? Teaching? I mean, you know, it’s like getting your syllabus together right for your first. Are you going to teaching in the fall? I’m teaching in the second semester, so i’ll be teaching negotiations. I take the class first and then i teach in the second. Semester they make a making a new professor. Sit through the class, see that you understand how the class goes and you get a feel for what the classroom is like. Oh, man, and you get paid for that. You’re on salary while you’re doing that? Yes, falik okay, well, of course you have other responsibilities as well. You’re not just going to one, you know, just taking one class. And they i’ve been sitting on the quad for the they don’t let me off that easy. Okay? Cool. No, it’s. Very good for you. All right. So a charity without a canadian charity, the charity is in the united states. They’re both the both the college and the charity work in the united states. Ok, ok. Was that hard? Is that hard? Teo recruit charities too. Let you mess with their messaging? Yeah, that’s a great question. It definitely took a little bit of collecting initial evidence on the idea first. And i’m also part of the society for philanthropy initiative out of the university of chicago. So it’s run by john list and other economists who are centered at the university of chicago and there’s a conference every year that brings together fund-raising professionals, professionals, leading academics in economics, sociology and psychology. Two begin to think about and talk about using the insights from our fields and put them into practice. So that was a great source of connections for us when we went and tried to find field partners for our research professor john list in chicago, i think he’s been on this show, i’m pretty sure he has i’m i’m gonna go to tony martignetti dot com and search his name, but i’m pretty sure john list has been on. Yeah, that’s great, yeah, he’s a major he’s, one of the leading academic academics in the field of fund-raising so he really started the academic field of philanthropic studies and fund-raising looking at from a behavioral science perspective, his career really took off after he was on non-profit radio. So this is very auspicious for you. I don’t know if you know that this is a watershed, this watershed for you. I don’t know if you’re aware of that. Great, great. Now i have been. But now you are here. Yes, you know, gen shang. Do you know professor gen shang? I don’t know, you know. You’re not well connected, all right? We’ll have to connect you in the university environment. She’s another professor. Now it, uh i think she’s now at cambridge. The other cambridge? Not the not the knockoff. Cambridge. You’re moving to she’s. The original cambridge, i think. Pretty sure. Okay, so all right, so you recruited your charities and then what’s the next step? Yeah. What was next after that? Oh, you got a what we had a discussion about. You know what? Campaigns were upcoming that we might be able to do. Random i control trials. So that’s, where we’ve flip a coin essentially on dh randomly find everyone who’s going to receive a mail out to receive one of the treatments or the other treatment. Andi, that was actually done all by the university alumni office. So they were able to select one set of messages for the group that we randomly assigned in another set of messages for this other group. And then we were able to put these messages into the field and look at donation rates, both participation rates, so likelihood of donating to the campaign. And also the amount that people donated to the campaign. Okay. On dh it took about i think it was in the field for so we were waiting for the results for three or four months on dh. Then we were able to look at whether and how different messages affected different potential donors differently, and the charities had wealth, information or income information about the people who receive these melons right in our field study with the university office we hey, we did a little bit of guessing and well, so we didn’t have individual level wealth data, but we did have a zip code data. We were able to get the average level of well in the neighborhood that individual’s lives. We also knew how much they donated in previous campaigns, which is a pretty good indicator of wealth of someone who gives six, seven, eight thousand dollars to their university alumni office is probably a lot someone who’s wealthier than then another individual who’s giving five, ten, fifty hundred dollars over the last couple of campaigns. So we only that is an index of well, all right. That’s a good that’s. A good proxy. Ah, especially if it’s over over a period. Ah, good period of years or so that’s true. And you used ninety thousand dollars as the cut off between affluent and less affluent, right? So where we got that number is actually so those were from our more tightly controlled experiments in the field where we i went up to adults at different finds museums in vancouver and chicago. And we asked him to participate in a study who provided them with a windfall of money and prevented the opportunity. Donate either in terms of agency or communion is we’ve been kind of talking about and we measure their individual loss. Okay, so that was different. That was different. Fields, scratch that off. Actually, just emerged from our data. So wave randomly assigned everyone in our sample to see either these more achievement focused or these more community focused messages. And then we ran additional analyses looking at you know what? At what point that these messages focused on achievement really seem to be working on. We found that message is focused on achievement. Really seemed to start working at promoting giving around this ninety thousand dollar mark. So that’s, that point actually emerged from the studies that we were conducting. Okay, okay, so that so that was a different set of field research, the the ninety thousand dollar affluent level that was from the university or the or the or the charity mailing? Okay. Okay, well, by the way, what’s, your what’s, your windfall payment to participate in the research at the at the museum’s. What do you what researchers consider a windfall? Yeah. So when paul is money that you didn’t expect to get way, provided all of our participants with a ten dollar when thawed the beginning of the study. But we there’s a couple of things that we do to help people ten dollars that’s a winner money, ten dollars. A windfall. I don’t really like twenty, five hundred or five thousand or something, man. They’re underfunded, you’re badly underfunded payment. You could go for lunch or something or have a coffee. So what we actually do, though, is way. Tell people that’s their payment for participating in our study, and we put it in a foryou envelope on we tell participants to put that payment of money away. So those couple of small, small thing telling them it’s their payment for their effort in our studies and telling them to put it away and just sign for it how people on our studies feel a sense of ownership over the payment because we know that if so, then we can feel a little bit more confident, but the results will generalize to the real world because people are treating that more like their money and left life, you know, something that’s like a payment that belongs to the researchers as opposed to them. You people are pretty tricky like you. You’re really trying to pull the wool over our eyes if we’re if we’re a subject subject, yeah, it helps. It helps us feel more confident in our results if i didn’t and here’s some of our experiments all money, you know, can you make a decision with it? People are going to make a different decision then, if they feel like i’m now asking them tio part with some of the money that they’ve earned in our study, i see very wily ofyou, behavioral scientists. All right. Are you familiar at all with the research of ah, do you know the name’s, sara kiesler and lee sproule? No. Okay, old social scientists from when i went to college. But i thought you might have come across there. They were behavioral social scientists also. But i won’t dwell on there. There, the forefathers, for four founders, foremothers of your of your research, but it’s not important, okay. Okay, so all right, enough of the detail. Now what? Uh, what emerged from the the different messages flush it out for us. So what we found was that messages that focused on achievement encourage generosity among those with the greatest capacity to give so above that ninety thousand threshold that we’re talking about where’s messages focused on community. But we can all do together to help the cause, encourage generosity among those with the least amount of money in our samples. And this was true, as i said before, both when we measured individual level wealth and when participants knew they were in a study. And these findings also emerge when we conducted this research in the field with the university fund-raising office and people didn’t know that they were in a study. So we also thought that these messages focus on achievement promoted e-giving for individuals who were graduates of an elite business school in the united states um, and then that study it increased the amount that that individuals gave in the study. Now what you refer to as the communion message, by the way that’s interesting tries to work communion, huh? Why’d you choose communion instead? Of community. So this is just really a kind of jargon. Ease social. See there’s the trouble right there. Yeah. Jargon. We have jargon jail on a non-profit radio. It was the first problem, right? There’s the problem right there. Okay. Okay. So community is one way you can think about it. That’s totally fine if it’s with a lot of research and our field showing that people from different cultural backgrounds tend to think about their relationship with others in different ways. So in north american cultural context, we tend to be more gentle. We focus on this self as really standing out. Where is in more collectivist culture, such as in east asia? We focus more on fitting in, and our relationships with others are really important. Recently in the social sciences, people have started to draw parallels between these different cultural mindset and the mindset that are so secret with having more or less money. So i used the word agency and communion tow link this broader literature. But really, you can think about this in terms of agency or community that wealthier individuals tend to be more singularly focused and really wanting to stand out. We’re lost wealthy individuals tend, on average to be more focused to their community, so they tend to want to fit in with those around them. You have the gift of of ah, complete explanation and appropriate qualification, which will serve you well as a professor. A ll the professors i’ve interviewed, including john list have those gift detail and qualification were required. I know if you know that, but you’ve. You’ve acquired it through your three year study. Congratulations. All right. So so the message is that you used for the the communion. The message was let’s. Save a life together. That’s one example. Right? And then the for the individual achievement of the agency message he used you equals life saver. Those are those are a couple of examples of messages. Yeah, yes. Okay. And those would have gone out in direct mail is that is that right? There will be mail pieces. So in our initial studies, we had people in our studies read those appeals in the context of an actual experiments. And in the university fund-raising study, those messages went out in direct mail. So those messages were at the very top of what people saw. And at the very bottom, right before they made or messages like that break before they made their donation decision. Okay, okay. So, really, you know, a zeiss ed? The research applies to the affluent as well as the non affluent or less up. However you want to describe it, you want your messaging to be appropriate, and we’re introducing sort of a new variable. I think that or at least one that i have not scene which is messaging by wealth level here. Yes, that’s. Right. So i research really does show that thinking about or knowing something about the socioeconomic status or background of potential donors, i can provide one clue about the types of messages or appeals that might be more effective for for a different different groups. And again, this really fits with what we know in psychology about how well shapes the way we think about ourselves. So we know again, that’s the kind of reiterate we know that lower income individuals on average and we’re always talking about general, is to think about the world in a way that’s, more relational. How can i fit in with my community? How can i make a difference fight by being part of my group where hyre social status hyre hyre more wealthy individuals tend to think about right standing out from the crowd and how they can show their uniqueness or economy in their lives. So i think, knowing just a little bit about how well shapes the way people think about themselves is an important clue as to how we might want to frame charitable giving or messages of round fund-raising to encourage e-giving among both groups, andi, i also think that it’s important, so i think i mean, again, the idea of tailoring messages isn’t new, but i do think that this a gent iq framing this sort of focus on personal achievement or self, you know, control sort of seems teo conflict with the way that we think about charitable giving as something that together we all help an important cause. And so i think it’s important to another kind of important message embedded in this work, but sometimes we need to step beyond encouraging people to do things that have positive outcomes, like give charity or healthy for positive reasons, and instead focus on encouraging people to do positive behavior for reasons. That fit with their pre existing values on goals. I don’t know if it was your new york times op ed with your with your co researchers or was one of the pieces i read, you know, your insight could see you’re concerned about being contrary to the morality of charitable giving and that concept of community, but but i understand your concern, but we can we can help the community by tailoring the message appropriately, the way the way you’re describing, um i wanted to ask where we just have about two minutes left. Ashley so where now is your your research going to be heading? Is there going to be more in the in the fund-raising realm? Lorts yes, so i’m starting a major project now, looking at how we can encourage e-giving early on, so how can we encourage mindsets, associate with generosity and giving for kids? And what and what also our conversations? How did conversations between children and parents shape not on ly the way that kids think about the importance of giving but also shaped parents own behavior, so we want often and still in our children the important values that we care about. And we want to know how conversations about e-giving not only affect the way that children prissy e-giving but also affect care and some behavior, but they’re looking to their kids, they’re trying to instill important values to their families and in that could be reminded about the importance of philanthropy, and this interest really came out of a lot of research we did that didn’t work, trying to change people’s minds about giving or the importance of thinking about contributing back to the community, sort of later on in length that we were serving high net worth donors, individuals with hyre levels of wealth, and we found that some wealthy individuals who are more generous tend to think about their success is being drive from the situation from help from others on dh that that seemed to be powerful component on what afflict e-giving but when we tried to take that insight into the field and leverage it to encourage charitable giving were large and successful, one important question then becomes, how can we encourage this? You know, more communal mind set more community focused way of thinking early on before people become financially successful or go through education. And so have become really interested in my collaborators, and i have become really interested in serious about the rule of conversations, the powerful role of conversations, about e-giving early on, both for kids and for parents. And so those are some of the ideas that i’m going to be blurring of the next several years. Alright, excellent good explained like a true professor on, but i hope you just hope you’re not going to rob our children of their youth. We’re not gonna we’re not gonna do it let’s not go to that extent when as you as you in this children for your research work errantly designing about e-giving game. Okay e fine. And also i’m alright. Parents need not be worried toe have their children participate. All right, we have to leave it there. Actually, whillans congratulations on your new phd. You can. You can follow ashley at ashley whillans. Thank you so much for sharing and being a part of non-profit radio. Actually, thanks so much. And congratulations. Thank you so much for having me. Real pleasure. All right, take care. Your board’s role in executive hiring with jean takagi is coming up first. Pursuant, they’re infographic it is five steps to win at data driven fund-raising this infographic would probably be the on the other end of the spectrum from the type of research that we were just talking about with ashley, because this is going this distill things in, you know, five simple steps, which is not what academic research is, but while still valuable all data driven because, you know, pursuing tell you every week data driven they have, they have this infographic that will help you define your goal and what the most important metrics are and optimizing and tuning fine tuning for best results, learning through infographic, you can learn from academic research you can learn through in infographic because you are a you’re a lifetime lerner, and you’re a flexible learner, so don’t ignore the ends of the spectrum and the infographic and the peer reviewed academic research from the folks at pursuing dot com. You go there and then you click resource is then info graphics. We’ll be spelling supercool spelling bee fundraisers. You need more money for your good work. I know you do throw a spelling bee. Anybody can throw a party generic party well, maybe not. Anybody? I mean, i’ve been to some bad parties, but most anybody could throw a decent party but a spelling bee party that takes it to the next level with live music and dancing that’s a that’s, a true party and fund-raising, of course, for your because your your mission, your good work. Check out the video at we b e spelling dot com, then talk to the ceo it’s that simple. Alex greer now tony steak too. The charleston principles. My video is from charlotte, but the principles are from charleston, and i decided that they share enough common letters. First five teo to do a video inspired by charleston even though i was in charlotte and charlotte, north carolina, nicer town. I’ve been there many overnights and there when i shot the video and i’ve never been to charleston, but i can tell from the pictures charlotte’s nicer, i couldjust north carolina, i can see that i see from the pictures the charleston principles there’s a love that has nothing to do with you should’ve fast forward it best that all right, here’s, what we’re talking about charleston principles right now, it’s all about charity registration the state you know where you got to be properly registered need state where you solicit donations. All that charleston principles have some very good ideas and definitions of solicitation problem is it’s hard to tell which states have adopted them of largely, but i can help you. Check out the video at tony martignetti dot com. And that is tony’s. Take two now. It’s. Time for jean takagi on your boards role in executive hiring jean takagi he’s with us. You know him? He’s, the managing editor, attorney at neo non-profit and exempt organizations law group in san francisco. He edits the very popular non-profit law block dot com on twitter he’s at g tak g ta ke jin takagi welcome back, alt-right onen congratulations on one ninety nine. I’m looking forward to two hundred next week. Cool. Yes. I’m glad you’re gonna be calling in for with us. Thank you very much. Thank you, it’s. Very exciting. Really? One hundred ninety nine shows ago. It’s one hundred ninety nine weeks it’s it’s. Remarkable. We’re talking this week about the board’s role in hiring the executive. And i’ve i understand that there are a lot of executives in transition, i think. So tony and it looks like some surveys have confirmed that it’s certainly been an experience with some of my clients and even on boards i’ve sat on over the last couple years, and there’s, a great group called compass point out in san francisco there, nationally known as one of the most respected non-profit support centers and together with blue avocado, a non-profit online publication, they have a national survey on leadership succession in transition going on just right now. The last time they published the results was in two thousand eleven, and they found that sixty seven percent of current executive anticipated leaving within five years and ten percent. We’re currently actively looking to leave right then, and in two thousand eleven, the economic times weren’t so were so great, so sixty seven percent anticipating leaving within five years that’s a pretty staggering number. So now we’re already three years into that survey into that five year projection. Yeah, and sixty seven percent of two thirds. So if we had held this show off until two thousand sixteen, then it would have been moved. But there’s a new one coming out, you said, yeah, well, they’re they’re just starting the survey online now so you can participate on that. I don’t know the website, but if you, you know google non-profit transition survey executive transition survey, thank you, you’ll get that okay, and its compass point it’s a compass point and blew up a goddamn kottler who you’ve. You’ve mentioned blue vaccaro before i know. All right, so, yeah, two thirds of of ceos were expecting to be in transition within five years and where we’re only three years into it now. So the presumably these people are still looking. What? But boards don’t really spend enough time preparing for this kind of succession, do they? Well, you know, in many cases they don’t, and sometimes, you know, they might stay, they don’t get the chance because their executive director comes up to him and give him two weeks notice. And now, you know, the board may be used to meeting every month or every other month or even every third month, and now all of a sudden they’ve gotta ramp up their efforts and find an executive to come in in two weeks. That’s going to be really tough to do on dh, you know, again, if we say at any given time, two thirds of the non-profit executives are looking to leave their job, you know, it’s very likely that within your board term, you know, you may have an executive transition to manage, and sometimes with very little notice. So that’s that’s? Why? I think succession planning is just really a core duty of non-profit board. Well, how do we let them get away with this two week notice? I mean, the ones i typically see are, you know, the person will stay on until a successor. Is found you that’s, not your experience. Well, you know, you’re really lucky if you if you do get that situation, i think most non-profit executives are hired on at will basis. Meaning that there’s, not a contract to stay there for a given number of years. Either party can conception, rate or terminate the employment relationship at any time. And as the average, you know, employee may give two weeks notice to go on to another job there. Many executives who feel the same way that they, you know, they may feel like they own allegiance to an organization. But another opportunity comes up and it’s not going to be held for them forever. And they may want to move on. Um, and they may feel like what they gave the board really advanced notice that they might be looking for something that they might get terminated. So they may keep that information from the board until the last two weeks. Well, because all right, so that i am way in the dark because i would. I just presumed that executive directors, ceos even if small and midsize shops were not at will. But they were but that they were contract i mean, when i was a lonely back in my days of wage slavery, director of planned e-giving i was in at will employees, which means you can end it like you said, you could end at any time and so can they like, if they don’t like the color of your tie one day they can fire you, you’re at will. But but that that’s typical for for ceos and executive directors. Yeah, i think for smaller non-profits it’s very, very common. Oh, i just always assumed that these were contract positions with termination clause is and no, okay, but, i mean, you know, it’s, your practice, i’m not i’m not disagreeing with you, i’m just saying i’m okay, i’m learning something s o that’s that’s incredibly risky. So it is. It put you in that position of saying, well, i need to replace somebody immediately and i don’t you know, as a board we don’t meet very often can we even convene within the two weeks to start the process going? It’s going to be so much better if you had a plan of what happens in case you know, our executive every doesn’t give two weeks notice, and even if the executive says, you know, in your scenario, maybe a longer notice, maybe, you know, in six months, if they do have a contract at the end of my contract, i don’t plan to renew, you know, i think we should go through the process of looking for for a successor and having a plan or thinking about that plan that have just coming up with something on the fly is going to probably result in a much better choice for selection of a leader in the future and that’s going to be critical and how well the organisation operates and how the beneficiaries of your organization are going to do are they going to get the benefits of a strong organization, or are they going to suffer because the organization can’t do it? You can’t advance to commission as well as it should? No, i mean, you’re you’re calling it on the fly. I would say two weeks notice for an executive director, departing is a crisis, even four weeks notice. Yeah, in many cases, you’re absolutely right. Okay, i’m right about something. Thank you. You’ve got something right today. All right. So, um what do we what do we do, teo, to plan for this? Well, you know, i think the first thing the board has to do is start toe think about the contingencies. So what do we do and and actually want one thought that comes to mind that, uh, that you raised tony is should we get our executive director on an employment contract? If they are and that will employee do we want to walk it in? And they’re sort of pros and cons with that? If you’ve got, like, not the best executive director in the world, terminating somebody on a contract becomes much, much more difficult than if they were at will employees. So, you know, you kind of have to weigh the pros and cons, but, you know, revisiting your current executive director and the employment relationship is maybe step one, and suddenly he was thinking about, well, do you have a really strong job description that really reflects what the board wants of the executive director and the basis on which the board is reviewing the executives performance? And maybe the sort of initial question to ask in that area is do you actually review? The executive director and that the board you absolutely should. You and i have talked about that the board’s is not part of their fiduciary duty to evaluate the performance of the the ceo? Yeah, i think so. I think it’s a core part of meeting their fiduciary duties that really, you know, as a board, if you meet once a month or once every couple of months or whatever. What’s more important, you know, then really selecting the individual who’s going to lead the organization in advancing its mission and its values, and implementing your plans and policies and making sure the organization complies with the law. Taking your leader is probably the most important task that the board has, because the board is delegating management to the to that leader. Yeah, absolutely. And i think it’s often forgot naralo overlooked that individual board members inherently have no power and no authority to do anything so it’s only a group when they meet collectively, can they take aboard action? So for individuals to exercise, you know, powers on behalf of the organization that has to be delegated to them and typically the person responsible for everything is that ceo or the executive director. We’re gonna go out for a break, gene. And when we come back, you now keep talking about the process. The what? What goes into this process, including the job offer. So everybody 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 too. 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 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. Time. Dana ostomel, ceo of deposit, a gift. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Got to send live listener love let’s. Start in japan with tokyo kiss or a zoo and nagoya. Konnichiwa, seoul, south korea, seoul, some someone south korea, always checking in love that anya haserot. Moscow, russia, mexico city, mexico, ireland. We can’t see your city ireland’s being masked for some reason, but we know you’re there. Welcome, welcome, ireland, and also taipei, taiwan. Ni hao, nobody from china, that’s, funny, nobody from china today, coming back to the u s we got cummings, georgia, in ashburn, virginia. Live listener love to you in georgia and virginia. Okay, gene. So now we’ve let’s say, we’ve learned that our exec is departing and let’s not make it a crisis situation, though let’s say this person is generous enough to give six months notice. So, you know, let’s, not make it a crisis. Where what’s our what’s, our what’s, our first step as the board. Terrific. And i’ll just add, even if you don’t, if you know your executive is not leaving any time soon and i think you should go ahead and start this process anyway. Oh, yeah, clearly we should be. We should have a succession plan in place. Yes, we’ve talked about it, right? Okay, yes, i think the first thing to do is get a committee together so it might include boardmember some outside experts outside with the board. If you don’t have that internal expertise and just getting different perspectives out there, some of your other stakeholders might be really important in what? You know what you want to look for in an executive in the future. So get that committee together first. Get the buy-in of the current executive director bonem so unless it’s going to be, you know, a succession plan for a termination? Yeah, we’re really unhappy with executive director, right? Let’s not get into that. Yeah, let’s get their buy-in and have them help in the process. Especially with your scenario where they’re giving us six months notice and everything is amicable. Let’s, you know, see she who knows better about the organization than the executive director that’s in place right now. So i’m getting there buy-in and help and contribution. I think it is pivotal. Does this committee have to be comprised of hr experts? Why? I think having a least one or two hr experts is going to be really helpful. But i i think it’s more than that. It’s, you need to program people who understand what the executive you know roll is with respect to advancing the program. You need the fund-raising people to know well, what is the going to do with respect to fund-raising perhaps the seeds, the lead fundraiser and some small organizations as well. So we need thio gather a bunch of different people with different perspectives and expertise to figure this out. And i think that’s a very good point to include a t least a programme expert. Now, could this committee include employees, or does it have to be sure you can i absolutely on dh, you know, you might even have have have different subcommittees in there. So eventually this is going to go up to the board. But as the the committee is doing the legwork for determining what you need an executive director and putting together a job description and, you know, perhaps, but the performance evaluation is going to be based on for the future executive director all those things can get, you know, be be aided by the contribution from several areas. Okay, okay, what are your thoughts on hiring a recruiter vs vs? Not well, you know, i think it depends upon what the organization’s resource is our and the organization should understand the marketplaces in a swell hiring two great executive director is the competitive thing, so, you know, if you’ve got a lot of resources and you’re able to you want to allocate an appropriate amount of resource is tio what i think again is making one of your most important decisions of the board? I don’t think you want to do this on the cheap at all. I’m just the same way i didn’t want you to do it on the fly or or or are in a rush matter-ness think you want to invest in this and you don’t have great expertise inside about things, about like, doing job interviews and doing background checks. On the sex thing, you know how to differentiate between one candidate and another when they all look good on paper and when they’re maybe professional interviewees, but they’re not. There may be not great leaders. How do you figure all those things that if you don’t know that on executive search firm could be a great help and it can just open up the marketplace of potential candidates as well? Especially if they, you know, decide to do a regional or even a national search, it really can ramp up hu hu you’re going see in front of you and the quality of the candidates that this election comedian the board eventually will have to choose from. Okay, does the committee now come up with a couple of candidates to bring to the board? Or is it better for the committee to choose one and bring that person to the board? How does this work? You know, i think the committee should be tasked with bringing several candidates up on sometimes it may be a multi tiered process so they might go through two rounds of screening, for example, and and at least let the board see who’s made. The first cut, and then and then, you know, present to the board, the final, perhaps two or three candidates. If you’ve got, you know, ones that are very close and in quality in terms of what the board want in an executive director, i think that’s pivotal. I wanted to add one thing, though. I’ve seen this done before, tony and i don’t really like it and that’s when. If a search committee or search consultant comes up and says, you know, to the board, tell me what you want in a good executive director, everybody you know, spend five minutes, write it down and send it to me, or you take it home and email it to me and tell me what you want. And then the search consultant collates the the the answers and then that’s, you know, the decision about that’s what’s going to be the qualities you’re going to look for. I think this needs a lot of discussion and deliberation and the value of, you know that that thought process and that really difficult thinking and getting all those generative questions out there is going to produce a much better product in terms of what you’re looking for and who you can get and how you’re going to do it. Yeah, you you send this tio use email and, you know, it’s going to get the typical attention that an e mail gets, like a minute or something, you know, it’s it’s going to get short shrift. And your point is that this is critical. It’s it’s, the leader of your organization you want do you want the contributions of the committee to be done in, like, a minute off the top of their head just so they can get the email out there in box? Yeah, definitely. We could talk about board meetings and another show, but put this at the front of the meeting and spend, you know, seventy five percent of your time talking about this. This is really, really important, okay, you have some thoughts about compensation, and we just have a couple minutes left. So let’s let’s say we’ve the board has well, i can’t jump there yet. Who should make the final call among these candidates? Is it the board? Yeah, i think it should be the board that makes the final approval, but they they’re going to put a lot of weight based on what the executive of the search committee, you know, tell them who they’re you know, the recommendation is okay, and i think that toe add one more thing to it is make sure the organization looks good to clean up your paperwork and your programming and even your facilities. Just make sure you’re going to be attractive to the candidate as well, because if you want to attract the best, you better be looking your best as well. Okay, okay. And the with respect to compensation now, we’ve talked about this before. What? What’s excessive. And there should be calms and things like that, right? So it’s really important to make sure that the board or unauthorized board committee one that composed just board members, approved the compensation before it’s offered to the candidate. Even if you don’t know that they’re going accepted or not, once he offers out there that compensation package, total compensation should have been approved by the board. And you want to do it with using the rebuttable presumption of reasonableness procedures unless you know its far below market value. Okay, if you get payed accessibly or if you pay somebody excessively, there could be penalty taxes for everybody. Including the board. Should be careful of that. We have talked about that rebuttable presumption before. Yeah. All right, jean, we have to leave that there. I look forward to talking to you next week on the two hundredth great. Congratulations again. And i look forward to it as well. Thank you, gene. Gene takagi, managing attorney of neo the non-profit and exempt organizations law group, his blog’s non-profit law block dot com, and on twitter. He is at g tak next week. Social change. Anytime, everywhere, part one with our social media contributor, amy sample ward. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. Responsive by pursuing online tools for small and midsize non-profits data driven and technology enabled, and by we be spelling supercool spelling bee fundraisers. We b e spelling dot com creative producer is clear. Myer half family bullets is the line producer durney mcardle is our am and fm outreach director. The show’s social media is by susan chavez, and this cool 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 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 gotta 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 gifts. 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’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sacristan. 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 November 21, 2014: Ask When Not Asking & What Are The Wealthy Thinking?

Big Nonprofit Ideas for the Other 95%

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Marci Brenholz: Ask When Not Asking

Marcy Brenholz at Fundraising Day 2014
Marcy Brenholz at Fundraising Day 2014

Strong, real donor-centered programs will save you money because you’ll hold onto existing donors rather than having to find new ones. Marci Brenholz knows how. She is director of development at the Ralph Lauren Center for Cancer Care and Prevention.

 

 

 

Glen Macdonald & Stacy Palmer: What Are The Wealthy Thinking?

Glen Macdonald & Stacy Palmer at Fundraising Day 2014
Glen Macdonald & Stacy Palmer at Fundraising Day 2014

Stacy Palmer & Glen Macdonald dish on the changing landscape of philanthropy: what giving habits persist and what new trends are developing. Stacy is editor of The Chronicle of Philanthropy and Glen is president of Wealth & Giving Forum

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